Time Insight


Concept

In this Time Insight topic, you will retrieve data about employees using search criteria based on your time manager security roles.

 


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. Any information retrieved from this page will display based on your time manager security roles. 

    Step 5

  6. For this example, you will view Comp Time Earned and Comp Time Taken for an employee within the time frame of 01/06/2016 to 06/20/2016.

    Step 6

  7. Click the Look up Employee ID button.

    Step 7

  8. From your list of employees, select the employee you want to retrieve information for.

     

    For this example, you will select the EMPL ID for JOHN HAMMELL. Click the 000004285 link.

    Step 8

  9. Notice the Start Date and End Date  is 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 9

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

    Step 10

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

    Step 11

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

    Step 12

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

     

    Click the CPTEN link.

    Step 13

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

     

    The Time Insight allows you to enter more than one Job Code, Department, Location, District and TRC.

     

    Now you will add another TRC.

    Step 14

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

     

    Step 15

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

     

    Click the CMPTK link.

    Step 16

  17. Both of the Time Reporting Codes you selected will display here.

    Step 17

  18. 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 isto download the search results into an Excel spreadsheet.

    Step 18

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

    Step 19

  20. The results will display below.

    Step 20

  21. Click the Vertical scrollbar to view the results.

    Step 21

  22. Click the Horizontal scrollbar, to view the right side of the report.

    Step 22

  23. Click the Horizontal scrollbar.

    Step 23

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

    Step 24

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

     

    You will now search using different criteria.

    Step 25

  26. For this example, you will view the employees that took a Holiday within the time frame of 01/06/2016 to 06/06/2016.

    Step 26

  27. You do not have to enter the Employee ID because you want to see all the employees for this example.

    Step 27

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

    Step 28

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

    Step 29

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

    Step 30

  31. For this example, you want to select the Time Reporting Code for Holiday.

     

    Click the HOLPD link.

    Step 31

  32. Click the Search button.

    Step 32

  33. The results will display below.

    Step 33

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

    Step 34

  35. Click the Horizontal scrollbar, to view the right side of the report.

    Step 35

  36. Click the Home link.

    Step 36

  37. Click the Sign out link.

    Step 37

You have completed the steps for the Time Insight.

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