Adding quick views

As administrator, you can add employee data in the Employee tab when creating a quick view. Fields with asterisk symbol (*) are required.

  1. On the Self-Service Portal, click Quick Views.
  2. Click Add Quick View.
  3. Specify this information:
    Name*
    Specify the name of your quick view.
    Date Selection*
    Select a date or range of dates:
    • Today
    • Current Pay Period
    • Last Pay Period
    • Next Pay Period

    These rolling date ranges automatically adjust based on the day you apply the filter.

  4. In the Basic Information section, specify this information:
    Calculation group
    Specify the name of calculation group or click the filter icon to select from the Calc Groups menu. You can select more than one group from the list.

    Shows the employees in the specified calculation group from the timesheet.

    Pay group
    Specify the name of pay group or click the filter icon to select from the Pay Group menu. You can select more than one group from the list.

    Shows the employees in the specified pay group from the timesheet.

    Employment type
    Specify the name of employment type or click the filter icon to select from the Employment type menu. You can select more than one type from the list.

    Shows the employees in the specified employment type from the timesheet.

    Work type
    Specify the name of work type or click the filter icon to select from the Work type menu. You can select more than one type from the list.

    Shows the employees in the specified work type from the timesheet.

    Accrual policy
    Select one or more accrual policies from the list.
    Shows the employees that belongs to the selected accrual policies.
    Time zone
    Specify the time zone or click the filter icon to select from the time zone menu. You can select more than one type from the list.

    Shows the employees in the specified time zone from the timesheet.

    Full time
    Select the status of the employee. You can select one of these options:
    • All: The default value for this field.
    • Full time: Select this to show full time employees in the timesheet for the current week.
    • Part time: Select this to show part time employees in the timesheet for the current week.
    Status
    Select the quick view status of the timesheet. You can select one of these options:
    • All: The default value for this field.
    • Active: Select this to show active employees in the timesheet.
    • Inactive: Select this to show inactive employees in the timesheet.
    Reader groups
    Select one or more reader groups from the list.
    Shows the employees in the selected reader groups.
  5. In the Team section, specify this information:
    Team
    Specify the name of the team or click the filter icon to select from the Team menu. You can select more than one type from the list.

    If no team is specified, there is no information for home team and alternate team is shown.

    Home team
    You can select one of these options:
    • All: Select this to show all home teams.
    • Yes: Select this to show only the employee if the selected team is the employee’s home team.
    • No: Select this to show only the employee if the selected team is not the employee’s home team.
    Alternate home team
    You can select one of these options:
    • All: Select this to show all alternate home teams.
    • Yes: Select this to show only the employee if the selected team is the employee’s alternate home team.
    • No: Select this to show only the employee if the selected team is not the employee’s alternate home team.
  6. In the Job section, specify this information:
    Job
    Specify the name of the job or click the filter icon to select from the Job menu. You can select more than one type from the list.
    Preferred job
    You can select one of these options:
    • All: Select this to show all jobs.
    • Yes: Select this to show only the employee if the selected job is the employee’s preferred job.
    • No: Select this to show only the employee if the selected job is not the employee’s preferred job.
  7. In the Skills section, select one or more skills from the list. This shows employees in the selected skills.
  8. In the Seniority date, Hire date, Termination date sections, specify this information:
    Condition
    You can select one of these options:
    • On or before: Select this option to include employees whose selected date is on or earlier than the specified date.
    • Equals to: Select this option to include employees whose selected date matches the specified date.
    • On or after: Select this option to include employees whose selected date is on or later than the specified date.
    • After: Select this option to include employees whose selected date occurs later than the specified date.
    • None: Does not apply a filter for the selected date field.
    Note: You cannot retrieve a list of employees who were terminated in the past when the Termination Date filter is applied. For example, if an employee was terminated on January 1, 2026, and the Termination Date filter is set to On or before January 26, 2026 or Equals to January 1, 2026, the employee is not displayed in the timesheet results.
    Date
    Click the calendar icon and select a date.
  9. In the FTE, Base rate, and Default minutes sections, specify these information:
    Condition
    Select the number comparison from the menu. The default value is None.
    Value
    Specify the employee values of FTE, base rate and default minutes.
  10. Click Save to proceed. Optionally, click Cancel to return on the Quick Views page.
    You can view your saved quick view in the Timesheet at the Admin Portal.
    Note: Flags and Vals are hidden by default. You can enable and configure Flags and Vals using the configuration mode.