Timecard Status Dashboards

Overview of Timecard Status Dashboards

The Timecard Status Dashboards enable you to query the status of timecards considering supervisor or organization hierarchy. Additionally, the dashboard includes the graphical representation in percentage of timecard status and the timecard start date and end date. This enables you to search for timecards that are missing, submitted or approved for the selected timecard period. You can also generate a report of the list of Timecard Statuses with their details. The following dashboards are available:

Using the Timecard Status Dashboard - Supervisor

If you are a supervisor, use the Timecard Status Dashboard - Supervisor page to query the status of timecards considering supervisor hierarchy. Additionally, use the dashboard to view a graphical representation in percentage of timecard status and the timecard start date and end date. This enables you to search for timecards that are missing, submitted or approved for the selected timecard period. You can use also generate a report of the list of Timecard Statuses with their details. Supervisors with timecard approvals actions pending can use the Action icon to act upon those notifications from the Timecard Status Dashboard. As a supervisor, to view the timecard details, click Details. The page displays of the timecard in read-only mode.

To use the Timecard Status Dashboard - Supervisor

  1. Navigate to the Timecard Status Dashboard - Surpervisor page.

  2. In the Timecard Search region, enter the following details:

    Note: Use the OTL: Supervisor Dashboard Period profile option to store the value of the timecard period used to load default data on the Timecard Status Dashboard - Supervisor and the Timecard Status Dashboard - Organization pages.

    • Select and enter a Start Date and an End Date.

    • From the Supervisor in Hierarchy list, search for and select a supervisor for whose employees you want to view the Timecard Status. This is a mandatory field.

    • From the Reporting Employees list, choose the employees for whom you want to view the Timecard Status. You can choose from Directs and All Employees under Directs. This is a mandatory field.

    • If required, select the Recurring Period.

    • If required, select the Timecard Period.

    • Optionally, select the Organization.

    • Optionally, select the Location.

  3. Click Go to search based on the parameters you entered.

  4. The Timecard Status Summary region displays the summary of timecard statuses grouped by supervisors as follows:

    • Not Entered

    • Working

    • Error

    • Submitted

    • Rejected

    • Approved

    • Total

  5. Click on any of the links in step 4 to view the Timecard Status Details, which display the following details:

    • Person Number

    • Person Name

    • Start Date

    • End Date

    • Supervisor

    • Organization

    • Location

    • Timecard Status

    • Last Modified By

    • Last Modified Date

    • Action - – this icon is enabled only if you have any actions such as pending notifications.

  6. Click Generate Report to choose the format and generate the report. You can choose from EXCEL, HTML, PDF and RTF

Using the Timecard Status Dashboard - Organization

Use the Timecard Status Dashboard - Organization page to query the status of timecards considering organization hierarchy. Additionally, use the dashboard to view a graphical representation in percentage of timecard status and the timecard start date and end date. This enables you to search for timecards that are missing, submitted or approved for the selected timecard period. You can use also generate a report of the list of Timecard Statuses with their details. Use the Action icon to act upon those notifications from the Timecard Status Dashboards. To view the timecard details, click Details. The page displays of the timecard in read-only mode.

To use the Timecard Status Dashboard - Organization

  1. Navigate to the Timecard Status Dashboards - Organization page.

  2. In the Timecard Search region, enter the following details:

    Note: Use the OTL: Supervisor Dashboard Period profile option to store the value of the timecard period used to load default data on the Timecard Status Dashboard - Supervisor and the Timecard Status Dashboard - Organization pages.

    • Select and enter a Start Date and an End Date.

    • From the Organization Hierarchy list, search for and select an Organization Hierarchy Name for whose employees you want to view the Timecard Status. This is a mandatory field.

    • From the Organization list, choose the organization within the organization hierarchy for which you want to view the Timecard Statuses. If you do not choose an organization, then all organizations within the Organization Hierarchy are considered.

  3. Click Go to search based on the parameters you entered.

  4. The Timecard Status Summary region displays the summary of timecard statuses grouped by organization as follows:

    • Not Entered

    • Working

    • Error

    • Submitted

    • Rejected

    • Approved

    • Total

  5. Click on any of the links in step 4 to view the Timecard Status Details, which display the following details:

    • Person Number

    • Person Name

    • Start Date

    • End Date

    • Supervisor

    • Organization

    • Location

    • Timecard Status

    • Last Modified By

    • Last Modified Date

    • Action - – this icon is enabled only if you have any actions such as pending notifications.

  6. Click Generate Report to choose the format and generate the report. You can choose from EXCEL, HTML, PDF and RTF