Screen Fields

Use the fields in the Daily Floor Check screen to filter report criteria used in the Daily Floor Check reports.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or select , a parameter description of up to 30 alphanumeric characters.

Selection Criteria

Field Description
Date

Click to the right of the field to select the date for the floor check. You can also manually enter the date. The default date that displays is today's date minus one day.

Run for previous Day (Ignore Date Below) Select this check box to run the report for the previous system date, which is always yesterday's date. This setting will also override the date listed in a saved query.
Function

Click to select the function of the supervisor. The available selections depend on the rights that you have as a supervisor in the system.

Group Option

Select from the following options:

  • All — Select this option to include all groups.
  • One — Select this option to include a selected group.
  • Range — Select this option to include a range of groups.
  • From Beginning — Select this option to include all groups starting from the first selected group and ending with the group you select in Ending Group. The Starting Group field is disabled for this option.
  • To End — Select this option to include all the groups that begin with the group you select in Starting Group and end with the last employee group in the list. The To End field is disabled for this option.
Non-Contiguous Ranges Select this check box if you want to manually select non-contiguous ranges of employee groups. After you click this check box, the Select employee groups subtask appears from which you can select the non-contiguous ranges.
Class Option

Select from the following options:

  • All — Select this option to include all timesheet classes.
  • One — Select this option to include a selected timesheet class.
  • Range — Select this option to include a range of timesheet classes.
  • From Beginning — Select this option to include all timesheet classes starting from the first selected timesheet class and ending with the timesheet class you select in Ending Class. The Starting Class field is disabled for this option.
  • To End — Select this option to include all the timesheet classes that begin with the class you select in Starting Class and end with the last class in the list. The To End field is disabled for this option.
Non-Contiguous Ranges Select this check box if you want to manually select non-contiguous ranges of timesheet classes. After you click this check box, the Select employee groups subtask appears from which you can select the non-contiguous ranges.

Filter

Field Description
Failed

Select this check box to include employees who fail the floor check. Employees fail the floor check if they are scheduled to work on the selected date but do not have cell entries for that date. This check box is checked as the default.

Passed

Select this check box to include employees who pass the floor check. Employees pass the floor check if they are scheduled to work on the selected date and have cell entries for that date.  This check box is unchecked as the default.

For an employee to pass the daily floor check, the following conditions must be met:

  • Employee is a member of the selected employee group.
  • Employee is a member of the selected class.
  • Employee is active.
  • Employee has access to Deltek Time.
  • Employee has a hire date on or before the selected date.
  • Employee does not have a termination date before the selected date.
  • Employee's work schedule has scheduled hours for the selected date.
  • Employee has timesheet cell entries for the selected date.
Off

Select this check box to include employees who are not scheduled to work on the selected date. This check box is unchecked as the default.

For an employee to have an "Off" status on the daily floor check, the following conditions must be met:

  • Employee is a member of the selected employee group.
  • Employee is a member of the selected class.
  • Employee is active.
  • Employee has access to Deltek Time.
  • Employee has a hire date on or before the selected date.
  • Employee does not have a termination date before the selected date.
  • Employee's work schedule has no scheduled hours for the selected date.

Sort

Field Description
Primary

Select the field that you wish to use as the primary sort field on the report. The available options are:

  • Employee Name
  • Timesheet Class
  • Floor Check Status
Note: The default value is "Employee Name."
Secondary
Select the field that you wish to use as the secondary sort field on the report. The available options are:
  • Employee Name
  • Timesheet Class
  • Floor Check Status  

Because the Primary and Secondary sort fields cannot be the same, the two available options here are those not selected in the Primary field.  The default value is "Timesheet Class."

Notifications

Notify

Field Description
Employees

Select this check box if you want the selected employees who have failed the floor check to receive the notification(s) selected in the Notify Types group box. This feature works in accordance with your selections in the Events screen in the Time Setup menu. Please review the "Workflow" section of the Deltek Time Collection Getting Started Guide for more details.

Other

Select this check box if you want the supervisors of the selected employees who have failed the floor check to receive the notification(s) selected in the Notify Types group box. This feature works in accordance with your selections in the Events screen in the Time Setup menu. Please review the "Workflow" section of the Deltek Time Collection Getting Started Guide for more details.

If you selected Employees and then select the Other check box to have notifications sent to supervisors, the list of employees will be combined for alerts and e-mails. For example, if a supervisor has five employees who have failed a specific floor check and an e-mail is sent, the five employees will be listed in the body of the e-mail. For alerts, the five employees will be listed in the notes of the alert.

Notify Types

Field Description
Task

Select this check box if you want task type notifications sent when you click Process.

Emails

Use this setting to select the type of e-mail notification, regular or interactive, you want sent after you click .

  • None: This is the default value if Interactive Email functionality is enabled for Time & Expense. When this option is selected, resources do not receive either type of email notification. You must select the type of email you want them to receive, either regular or interactive.
  • IInteractive Email: This option is available for selection only if the Interactive Email feature is enabled for Time & Expense. Select this option to send resources an interactive email, where tasks can be completed from within the body of the email.
    Note: Interactive Email functionality is configured from the Configure System Settings screen in Costpoint Administration.
  • Email: This option is selected by default only if Interactive Email functionality is not enabled within Time & Expense. If Interactive Email functionality is enabled, select this option if you want to send non-interactive emails to this group, where the email serves only as a reminder that a task is pending.

Notes Enter up to 254 characters for a note that is included in the tasks and alerts that are sent to the employee and/or the supervisor of the employee who has failed the daily floor check.  

Show floor Check Results Subtask

Use the Show Floor Check Result (Notify) Subtask to select the groups to include when you send notifications. Select each row you want to include and click OK.

Field Description
Employee Name This field displays the name of the employee.
Class This field displays the employee's timesheet class.
Status

This field displays the employee’s daily floor check status.