Create a Custom Timesheet Search

You can create a custom search specifically for timesheets. You can save each search for future personal or team use.

The lookup options on the Timesheet Custom Search dialog box include an X next to each field name. You can click this option to remove the filter from your custom search.

To create a custom timesheet search:

  1. In the Navigation pane, select My Stuff > Timesheet.
  2. At the top of the Timesheets form, click on the Select Searches list, scroll down, and click Custom.
  3. In the Search Name field on the Timesheet Custom Search dialog box, enter a name for the custom search.
  4. To save the search for specific users, click + Save Options and select one or more security roles that can access this search.
    Depending on your security rights, you can save the search for everyone (all security roles), for your role, or for specific security roles.
    • If you do not have the appropriate security rights to save searches for others, you can only save searches for yourself, which are subsequently listed in the My Searches list.
    • If you do have the appropriate security rights, the names of the searches that you make available to others are subsequently listed in the Shared Searches list.

    For more information, see the Personal and Shared Searches online help topic.

  5. In Period Status, select the timesheet period status to include in the search:
    OptionDescription
    Open The timesheet period is open for processing. Users with Staff access can open a timesheet, enter and edit data, and submit the timesheet. Users with Group, Company, or System access can enter, edit, submit, and approve any timesheet to which they have access.
    Closed The timesheet period is closed for processing. Users with Staff access can open, copy, or print a timesheet, but cannot enter or edit timesheet data, or submit it. Users with Group, Company, or System access can still enter, edit, submit, and approve any timesheet to which they have access.
    Closed to Staff The timesheet period status is set to Administrators in the Status field in Settings > Time > Time Periods and you have Group, Company, or System access rights set in the Administration Level field on the Time & Expense tab of the Employees hub. You can open and copy your timesheet, enter and edit data, and submit it if resubmitting is allowed.
    Closed to Group Admin The timesheet period status is set to System Administrators in the Status field in Settings > Time > Time Periods and you have Company or System access rights set in the Administration Level field in the Time & Expense tab of the Employees hub. You can open and copy your timesheet, enter and edit data, and submit it.
  6. In Timesheet Group, select a timesheet group (to include employees who belong to a specific timesheet group), as set up in Time Settings.
  7. In Timesheet Status, select the timesheet status, or processing stage, to include in the search.
  8. In Employee, select one or more employees to include in the search.
    This list includes all employees who are associated with the timesheet.
  9. In Employee Status, select the employee status, such as Active, Inactive, or Terminated, to include in the search.
  10. Click Save.