10_28_16_Time Insight


Concept

In this Time Insight topic, you will retrieve reported time data about your employees using defined search criteria.  Data returned is limited to your time reporting security.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Insights menu.

    Step 3

  4. Click the Time Insight menu.

    Step 4

  5. The Time Insight provides time specific criteria obtained from employee time entry.

     

    If a specific employee's information is needed, the report can be generated using Employee ID, Last/First Name or Position Number search criteria.

     

    If information is needed for a group of employees, the report can be generated by selecting one or more Job Codes, Reports To, Department, Location, District, or Workgroup.

    Step 5

  6. You will need to select one or more search criteria and/or time specific criteria. 

     

    The Insight Tip Sheet offers quick tips to assist your search.  Click the Insight Tip Sheet link.

    Step 6

  7. The Insights Tip Sheet gives an explanation of searching by Department vs. Location and how to use the Look Up when searching the fields with magnifying glasses.

     

    Click the Insight Tip Sheet scrollbar to view all of the information.

    Step 7

  8. Click the Close (X) button to exit the Insight Tip Sheet.

    Step 8

  9. The security access for this topic will allow you to view employees within CC Montgomery County.

     

    For this example, you will view CC Montgomery County employees who requested Comp Time Earned and Comp Time Taken within the time frame of 01/06/2016 to 06/20/2016.

    Step 9

  10. Notice the Start and End Dates are defaulted. You can change the dates by clicking on the calendar button or entering the date into the fields.

     

    For this example, you will only change the Start Date.

    Step 10

  11. a valid value
     e.g.
    Enter
     "01/06/2016"
     into the Start Date field.

    Step 11

  12. Click the Look up Add TRC (Time Reporting Code) button.

    Step 12

  13. The Look Up Add TRC will display a list of Time Reporting Codes.

    Step 13

  14. For this example, you want to select the Time Reporting Code for Comp Time Earned.

     

    Click the CPTEN link.

    Step 14

  15. The first Time Reporting Code (TRC) you selected will display here.

     

    Now you will add another TRC.

    Step 15

  16. Click the Look up Add TRC (Time Reporting Code) button.

     

    Step 16

  17. You will select the Time Reporting Code for Comp Time Taken.

     

    Click the CMPTK link.

    Step 17

  18. Both of the Time Reporting Codes selected will display here.

    Step 18

  19. The Search button is to view the results based on the search criteria.

     

    The Clear button is to delete the search criteria.

     

    The Export button is to download the search results into an Excel spreadsheet.

    Step 19

  20. Click the Search button to view the results based on the search criteria.

    Step 20

  21. The results displayed below show all employees who have entered CPTEN and CMPTK as TRCs on their timesheet between 01/06/2016 - 06/20/2016.

    Step 21

  22. Click the Vertical scrollbar to view the results.

    Step 22

  23. Click the Vertical scrollbar to return to the search criteria.

    Step 23

  24. Click the Clear button to delete the previous search criteria.

     

    You will now search using different criteria.

    Step 24

  25. For this example, you will view CC Montgomery County employees who requested Holiday within the time frame of 01/06/2016 to 06/06/2016.

    Step 25

  26. a valid value
     e.g.
    Enter
     "01/06/2016"
     into the Start Date field.

    Step 26

  27. a valid value
     e.g.
    Enter
     "06/06/2016"
     into the End Date field.

    Step 27

  28. Click the Look up Add TRC (Time Reporting Code) button.

    Step 28

  29. If you do not see the time reporting code you need, you can enter the beginning of the time reporting code by clicking in the Search By field.

    Step 29

  30. The TRC you need is Holiday.  Enter "HOL" into the Search by field.

    Step 30

  31. Click the Look Up button.

    Step 31

  32. The Look Up results display all time reporting codes that begin with HOL.

     

    Click the HOLPD link.

    Step 32

  33. Click the Search button.

    Step 33

  34. The results displayed below show all employees who have entered HOLPD as a TRC on their timesheet between 01/06/2016 - 06/06/2016.

    Step 34

  35. Click the Vertical scrollbar, to view the results.

    Step 35

  36. Click the Vertical scrollbar to return to the search criteria.

    Step 36

  37. Click the Export button to download the search results into an Excel spreadsheet.

    Step 37

  38. You have the option to Open the spreadsheet or to Save the spreadsheet.  For this example, you will open the spreadsheet.

     

    Click the OK button.

    Step 38

  39. Excel allows you to customize the data in the spreadsheet.

     

    After reviewing the spreadsheet, click the Minimize button to return to the search results.

    Step 39

  40. Click the Clear button to delete the previous search criteria.

    Step 40

  41. Click the Home link.

    Step 41

  42. Click the Sign out link.

    Step 42

You have completed the Time Insight topic.

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