Review Time Management Calendars


Concept

This topic is for a Manager to view time reported by direct reports on a daily/weekly/monthly calendar and view time summaries through the Manager dashboard.


Steps:

  1. Click in the User ID field.

    Step 1

  2. a valid value
     e.g.
    Enter
     "gary.leasure"
     into the User ID field.

    Step 2

  3. Click in the Password field.

    Step 3

  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4

  5. Click the Sign In button.

    Step 5

  6. Click the Main Menu button.

    Step 6

  7. Click the Manager Self Service menu.

    Step 7

  8. Click the Time Management menu.

    Step 8

  9. Click the View Time menu.

    Step 9

  10. Click the Monthly Time Calendar menu.

    Step 10

  11. Click the Get Employees button.

    Step 11

  12. Click the Collapse section Employee Selection link to close this section.

    Step 12

  13. After clicking the Get Employees button, you will be able to view all of your employees in the results grid.

    Step 13

  14. Using the Display Options section, you can pull in additional information such as Holidays, Planned Overtime, Absences, and Exceptions.

     

    Click the Show Absences, Show Holidays, Show Planned Overtime, and Show Exceptions options.

    Step 14

  15. Click the Refresh View button.

    Step 15

  16. Click the Vertical Scrollbar to scroll down the page.

    Step 16

  17. The Legend section indicates the colors represented for each type of time.

     

    Press [Enter] to continue.

    Step 17

  18. Click the Vertical Scrollbar to scroll back up the page.

    Step 18

  19. Notice the current view is for the month of August.  You can change the view to weekly or daily.

     

    Click the Weekly Time Calendar link.

    Step 19

  20. Click the Get Employees button.

    Step 20

  21. Click the Collapse section Employee Selection link to close this section.

    Step 21

  22. Notice the current view is for the week beginning Monday 7/27/2015 through Saturday 8/1/2015.  You can change the week by clicking on the calendar button.

    Step 22

  23. Click the Daily Time Calendar link.

    Step 23

  24. Click the Get Employees button.

    Step 24

  25. Click the Collapse section Employee Selection link to close this section.

    Step 25

  26. Notice the Elapsed column reflects the total number of hours worked for a day.

    Step 26

  27. The daily schedules reflected below reflect Punch time employees.

    Step 27

  28. Click the Expand section Employee Selection link to open this section.

    Step 28

  29. Managers can also view a single employee's daily/weekly/monthly schedule.

     

    Click the Weekly Time Calendar link.

    Step 29

  30. Click in the Selection Criterion Value field.

    Step 30

  31. a valid value
     e.g.
    Enter
     "00002276"
     into the Selection Criterion Value field.

    Step 31

  32. Click the Get Employees button.

    Step 32

  33. Click the Vertical Scrollbar to scroll down the page.

    Step 33

  34. The weekly schedule for James Adams is visible.

     

    Press [Enter] to continue.

    Step 34

  35. Managers can also view Time and Labor activities through the Time and Labor Dashboard.

     

    Click the Time Management button.

    Step 35

  36. Click the Time and Labor Dashboard menu.

    Step 36

  37. The Time and Labor Dashboard presents a snapshot of Manager activities related to Time and Labor including pending Overtime Requests, approvals for Time Worked, and a time summary comparison bar chart titled Schedule Deviation.

    Step 37

  38. Managers can also view a single employee's Time and Labor activity. 

     

    For this example, we will search for employee Matthew Lamp.

     

    Click in the Last Name field.

    Step 38

  39. a valid value
     e.g.
    Enter
     "Lamp"
     into the Last Name field.

    Step 39

  40. Click the Search button.

     

    The Time and Labor Dashboard will only display Time and Labor information for Matthew Lamp.

    Step 40

  41. Click the TRC Category drop-down list.

    Step 41

  42. The TRC Category can be changed to any of the options shown below.

     

    Click the All Categories list item.

    Step 42

  43. Managers have the ability to Approve, Deny, or Push Back an employee's time approval from the Time and Labor Dashboard.

    Step 43

  44. Click the Vertical Scrollbar to scroll down the page.

    Step 44

  45. The bar chart in the Schedule Deviation section is a visual display of the Summary section.

     

    Click Enter to continue.

    Step 45

  46. Click the Home link.

    Step 46

  47. Click the Sign out link.

    Step 47

You have completed the Review Time Management Calendars topic.

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