Screen Fields

Use the fields on the Timesheet Status screen to configure search parameters, search criteria and filters, and notification information for the report.

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 click to select, a parameter description of up to 30 alphanumeric characters.

Selection Criteria

Schedule Fields

Field Description
Schedule

Click to select the timesheet schedule. All timesheet schedules in the system are available, listed in alphabetical order by schedule description.

The default timesheet schedule is your schedule from your employee history information. If you do not have any employee history information, the first timesheet schedule in the list will default.

Year

Click to select the timesheet schedule year. All timesheet schedule years for the selected schedule are available in year order.

The default timesheet schedule year is the current year of the selected timesheet schedule.

Period

Click to select the timesheet schedule period ending date from the drop-down. All timesheet schedule period ending dates for the selected timesheet schedule and year are available in period ending date order.

The default period ending date is the ending date of the current period of the selected timesheet schedule and year.

Current Period Click this option to process the current period.
Previous Period Click this option to process the previous period.
Specific Period Click this option to process a specific period.

Options Fields

Field Description
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 one specific group.
  • Range — Select this option to include a range of groups. When you select this option, both the Starting Group and Ending Group fields are enabled.
  • 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 checkbox if you want to manually select non-contiguous ranges of employee groups. After you click this checkbox, the Select employee groups subtask appears from which you can select the non-contiguous ranges.
Starting Group This field is enabled when you select either "Range" or "To End" group options. Click to include the first selected group of employees for this timesheet status report.
Ending Group This field is enabled when you select either "Range" or "From Beginning" group option. Click to include the last selected group of employees for this timesheet status report.
Class Option

Select from the following options:

  • All — Select this option to include all timesheet classes.
  • One — Select this option to include one specific 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 Ending Class field is disabled for this option.
Non-contiguous Ranges Select this checkbox if you want to manually select non-contiguous ranges of timesheet classes. After you click this checkbox, the Select timesheet classes subtask appears from which you can select the non-contiguous ranges.
Starting Class This field is enabled when you select either "Range" or "To End" class options. Click to include the first selected timesheet classes for the timesheet status report.
Ending Class This field is enabled when you select either "Range" or "From Beginning" class option. Click to include the last selected timesheet class for the timesheet status report.

Filter

Field Description
Missing Select this checkbox to include all missing timesheets in this report.
Open Select this checkbox to include all open timesheets in this report.
Approved Select this checkbox to include all approved timesheets in this report.
Signed Select this checkbox to include all signed timesheets in this report.
Rejected Select this checkbox to include all rejected timesheets in this report.
Processed Select this checkbox to include all processed timesheets in this report.

Sort

Field Description
Primary
Select the field that you wish to use as the primary sort field on the report. The available options are:
  • Timesheet Status
  • Employee Name
  • Timesheet Class
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
  • Timesheet Status

Notifications

The Notifications section allows you to configure notifications based on whether or not it should be sent automatically once the timesheet status report has been generated, who should receive it, the status type(s), and the notification type(s).

Field Description
Automatically Send Notification After Producing Report Select the checkbox to send notifications immediately after you produce the report.
Notify Select one of the following options:
  • Employees — Select this checkbox if you want employees to receive the notification(s) as defined in the Notify For and Notify Types checkboxes.
Note: Please review the "Workflow" section of the Deltek Time Collection Getting Started Guide for more details.
  • Other — Select this checkbox if you want the supervisors of the selected employees to receive the notification(s) as defined in the Notify For and Notify Types checkboxes. Please review the "Workflow" section of the Deltek Time Collection Getting Started Guide for more details.
Note: If you selected multiple employees in the Results table and then select the Other checkbox to have notifications sent to supervisors, the list of employees are combined for e-mails. For example, if a supervisor has five employees whose timesheets are missing, and an e-mail is sent, the five employees are listed in the body of the e-mail.
Notify For You can filter notifications by the following timesheet statuses:
  • Missing —Select this checkbox if you want notifications sent to the selected employees who have missing timesheets. This checkbox is disabled if you did not select the Missing in the Filter section .
  • Open — Select this checkbox if you want notifications sent to the selected employees who have timesheets in an "Open" status. This checkbox is disabled if you did not select the Open in the Filter section .
  • Signed — Select this checkbox if you want notifications sent to the selected employees who have in "Signed" status. This checkbox is disabled if you did not select the Signed in the Filter section .
  • Rejected — Select this checkbox if you want notifications sent to the selected employees who have timesheets that have been rejected.

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Notify Types Select one or both of the following notification types:
  • Tasks — Select this checkbox if you want task type notifications sent when you click Process.
  • Email— Select this checkbox if you want e-mail type notifications sent when you click .
Notes Enter up to 254 characters for a note that is included in the tasks and emails that are sent to the employee and/or the supervisor of the employee.

Show Timesheet Status Result (Notify) Subtask

Use the Show Timesheet 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 timesheet status.