Date filters allow you to quickly review schedules and attendance by pay period or a specific date range.

1. From the Date Selection field, select Current Pay Period, Last Pay Period, or Next Pay Period.
2. To filter by a specific pay period, select User Defined Pay Period. Use the calendar icon to select the dates, and then select Search.
3. If applicable, select This Week (View Only) or Last Week (View Only) to view information for this week or last week. This filter is helpful if your pay periods span more than one week and you want to view one week at a time.
4. If applicable, select User Defined Date Range (View Only) to view information by a specific date range. Enter the date range, and then select Search.
   Note Information is view only when you filter by week or defined date range. If you need to make edits, filter the data by pay period.

You can quickly view employee timesheets in succession and search for an employee. Use the arrow (> or <) to display or hide the employee list.

1. In the employee list, select Previous Employee or Next Employee to find the employee name in the list. The selected employee's timesheet appears.
2. Save any changes before returning to the current timesheet.
   
3. To search for an employee, enter the employee's name or ID (depending on the search criteria) and then select Search. The employee's timesheet displays and the employee's name is highlighted in the list.

   You can also filter the list by supervisor using the Supervisor field.

The Attendance Summary page provides an easier interface for managers to edit and approve timesheets.

1. Select the pay cycle and the pay period, or date range.
2. Select any group or filter option.
3. Select either Employee Search or Employee Filter.
4. Enter the employee's name, or first few letters, or ID.
5. Select Go.
   The Employee Filter returns any employee record that has the specific characters in the first name, last name, or even ID. The Employee Search does not limit the number of records displayed, but the first applicable record is highlighted with a bold font.

You can select and reorder the columns that appear on a timesheet.

1. From the Timesheet Detail section, select the Columns button. The Timesheet Column Setup window appears.
   
2. Select the columns from the Available Items list.
3. Use the right arrows to move the selected columns to the Selected Items list.
4. Select OK.

If your company has enabled the Group Filtering feature, you can set group filters for employees.

1. On the timesheet under the Things I Can Do section, select the Select Employee Group Filters link. The Set Group Filters Option window appears.
2. Select a group from the drop-down list.
3. Select the filter options from the left and use the right arrow to move them to the right. Only those values for the selected access group are available for selection. If a new value is added to an employee’s access group, it is available for inclusion into the filter but is not automatically added.
4. Select Save.

Supervisors can enter time directly to employee timesheets and add non-worked hours, such as vacation or sick time.

1. From the Summary page, select the Pay Cycle from the drop-down list. Pay cycles are defined by your company's pay policies.
   Note If you prefer to use the Timesheets page, navigate to Attendance > Timesheets and then select an employee name from the list.
2. Select the Date Selection from the drop-down list:
   • Current Pay Period
   • Last Pay Period
   • Next Pay Period
   • This Week (view only) (on Timesheets page only)
   • Last Week (view only) (on Timesheets page only)
   • User Defined Date Range (on Timesheets page only)
   • User Defined Pay Period – If this option is selected, select the Calendar icon and select a date. Select Update on the Summary page, or the Refresh icon on the Timesheets page. The pay period that includes the selected date appears in the From and To date fields.
3. Select any applicable filters on the Summary page (Group/Filter By, Supervisor/Filter By, or Timesheet Status Filter).
4. At the bottom of the Summary page, select an employee timesheet from the grid.
5. On the employee's timesheet, select the next available empty Date field and then select the date from the drop-down list. Select Add to add an empty row if all rows are filled.
6. Select the pay code from the drop-down list.
7. At the Reg field, enter the number of hours.
8. Add group values (for example, job or project) as required by your company policies. These selection lists are set in the access groups but can be further refined for your employees through the Set My Employee Group Filters link. In addition, employees can set the filters themselves via the Set My Group Filters link on their individual timesheet. This function must first be enabled before it appears on the timesheet for selection.
   
9. Select Save. The non-worked time information is saved.

Supervisors can enter time directly to an employee's timesheet to add or correct a punch.

1. Select Attendance, and then select Timesheets.
2. Select the employee name from the list.
3. Select the Pay Cycle from the drop-down list. Pay cycles are defined by your company's pay policies.
4. Select the Date Selection from the drop-down list. Options include Current Pay Period, Last Pay Period, Next Pay Period, This Week (view only), Last Week (view only), User Defined Date Range (view only), and User Defined Pay Period. If User Defined Pay Period is selected, select the Calendar icon and select a date. Select the Refresh icon. The pay period that includes the selected date appears in the From and To date fields.
5. At the applicable In or Out field, enter the time to add a new punch or correct an inaccurate punch.
6. Select Save. The new/updated punch time information is saved and you receive a confirmation message.

As a supervisor, you may need to add the same punches for several employees or add the same hours for several days for one employee. The Multi Add feature is used to add a group of entries at one time.

1. Select Attendance, and then select Timesheets.
2. Select the Multi Add button. The Multi-Add Generator window appears.
   
3. From the Select Employees section, Available Items list, select one or more employees to receive this edit. To select more than one name, hold down the CTRL key while selecting the names.
4. Select the right facing single arrow to move the selected names to the Selected Items list. Double-click a single name to move it. Select the right facing double arrow to move all names.
5. From the Input Timesheet Information section, select From and To dates using the Calendar icons.
6. From the Pay Code drop-down list, select a pay code.
7. For calculated pay codes, with Fixed selected, enter IN and OUT times. For non-calculated pay codes, enter the appropriate number of hours in the Regular Hrs and OT fields.
8. Optional: Select a reason code from the list.
9. Select the Process button. A pop-up window appears for you to confirm the changes.
10. Select OK to confirm the changes. Another pop-up window notifies you that the punches have been posted.
11. Select OK to return to the Timesheet page.

Pay codes and pay groups can be copied from a previous pay period on an hourly timesheet.

1. On the timesheet, select the pay period in the Date Selection field.
2. In the Timesheet Detail section, select Copy to copy the previous pay period to the displayed pay period. A message appears stating that all existing data for the displayed pay period will be permanently removed.
3. Select OK.

Timesheets must be completed in order to process data for payroll. Occasionally, time off is requested for the current pay period, but the request is not approved or denied at the time of processing.

1. Select Scheduler, and then select Requests. The Manage Time-Off Requests page appears.
   
2. Select to find by Requested Date, and then select the calendar icon to select the date range.
3. Select Search. Below the Find By fields, the Result Summary line shows the search results based on the criteria entered.
4. Select any pending requests, and then select Approve or Deny. The requests must be either approved or denied before processing the timesheet.

This process is usually set to run automatically, but you can override it to run the process as needed. Any non-worked time (for example, sick, vacation, or personal) is posted to the timesheet and the employee is paid appropriately.

1. Select Attendance, and then select Posting.
   
2. Select Post Scheduled Paycode Hours from the drop-down list. The default for the current pay period displays.
3. Check the Replace Existing Accrual Entries option.
4. Select the date range in question or matching the timesheet pay period.
5. Select the employee or employee group from the filter options. If necessary, check the Display Active Employees Only option.
6. Select Save, and then select Process. The status displays below the Process button.
7. Ensure that the process is complete based on the status. A Process Complete message appears. Review the employee's Accrual History to confirm the balance and requests were refreshed.

Supervisors can approve timesheets from either the employee's timesheet or the Attendance Summary page.

1. Select Attendance, and then select Summary.
2. If you have indirect reports and you want to filter on only your direct reports, enter your last name or the first few letters and then select Go. This supervisor filter can be used with the employee filter; select Go after both fields are populated.
3. From the Summary page, verify the regular (Reg. Hr) and overtime (OT) hours for the pay period. You have two options to approve timesheets directly from the Attendance Summary page:
   • Change the Timesheet Status for each employee.
   • Select Approve This Page. The Timesheet Status field changes to APPROVED for all timesheets on the page.

   Approval is only granted to timesheets displayed on the current page when using the Approve This Page feature.

   
4. In the ID or Name column, select a link. The detailed view of the employee's timesheet appears. You can review the timesheet details, make corrections, and approve the timesheet from the detailed view of the timesheet.
5. Select Approve. The Timesheet Status changes from SUBMIT to APPROVED.

You can adjust timesheets from a closed pay period and pay the adjustment amount in the current pay period without overriding the original payroll values. The Retro Pay module must be configured and the Retro Pay function must be enabled for your access group to complete these adjustments.

1. In Time Management select Attendance, and then select Timesheets.
2. Select the applicable employee from the list.
3. In the Adjustment Timesheet section, select the Add button and enter the additional time period that is not already listed in the original timesheet.
   Note The timesheet status must be set to Payroll to complete the adjustment.
4. Enter the date, pay code, job, In and Out times for calculated pay codes, or number of hours for non-calculated pay codes, and any additional information (for example, Reason Code or Notes). Select the Add Record button to add a row, if needed.
   Note

   • If the time entered overlaps with the times posted on the original timesheet, a double payment may occur.
   • To reduce or delete time, enter a negative hour value.
5. Select Save.
6. You can now view the adjustment on the current pay period timesheet. The adjustment information appears in the Summary section.

   When you create the payroll bridge file for the current pay period, you can view the adjustment in the Payroll Detail Report PR and in the export file. (Adjustment hours do not apply to the Pay Matrix.) Several Time and Attendance reports include the adjustment information. From the report Properties page, the Additional Options section, check the Include Adjustments box to display the adjustments in the report.