Adding quick views

As a system administrator, you can create quick views to define filters across employee, timesheed, and schedule data. 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.

Updating employee information

  1. In Add Quick View, click the Employee tab.
  2. 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.

    Shift pattern
    Click the database lookup and select a shift pattern from the list.
    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.
  3. 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.
  4. 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.
  5. In the Default Shift section, specify this information:
    Team
    Click the database lookup and select a team from the list to show schedule entries associated with the selected team.
    Job
    Click the database lookup and select a job from the list to show schedule entries associated with the selected job.
    Shift
    Click the database lookup and select a shift from the list to show schedule entries associated with the selected shift.
  6. In the Skills section, select one or more skills from the list. This shows employees in the selected skills.
  7. 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.
  8. 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.
  9. 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.

Updating timesheet information

  1. In Add Quick View, click the Timesheet tab.
  2. In the Time Codes section, specify this information:
    Time code
    Click the database lookup and select a time code from the list to show entries in the timesheet based the selected time code.
    Condition
    Select a comparison condition from the list to evaluate the time value tied top the specific time code. You can select one of these options:
    • Less than: Select this option to include entries where the time value is less than the specified value.
    • Less than or equal to: Select this option to include entries where the time value is less than or equal to the specified value.
    • Equal to: Select this option to include entries where the time value matches the specified value.
    • Greater than or equal to: Select this option to include entries where the time value is greater than or equal to the specified value.
    • Greater than: Select this option to include entries where the time value is greater than the specified value.
    Value
    Specify the time value to evaluate. Used together with the selected condition.
    Interval
    Select the interval from the list to which the condition and value are applied. Determines the time range used in the evaluation.
  3. In the Hour Types section, specify this information:
    Hour type
    Click the database lookup and select an hour type from the list to show entries in the timesheet based on the selected hour types.
    Condition
    Select a comparison condition from the list to evaluate the time value tied to a classification of hours. The available options and behavior are the same as those described in the Time Codes section.
    Value
    Specify the time value to evaluate. Used together with the selected condition.
    Interval
    Select the interval for the selected hour type from the list. Determines the time range used in the evaluation.
  4. In the Missed Punches section, select one or more of these options:
    • Uneven punches: Select this check box to show entries with uneven punch pairs. If this check box is cleared, entries with uneven punch pairs are not included in the results.
    • Scheduled with no clocks: Select this check box to show scheduled shifts with no recorded clock entries. If this check box is cleared, scheduled shifts without clock entries are not included in the results.
  5. In Timesheet authorization, you can select one of these options:
    • All: Select this option to include all entries regardless of the selected field value.
    • Authorized: Select this option to show authorized timesheets.
    • Unauthorized: Select this option to show unauthorized timesheets.
  6. In the Work Detail Attributes section, specify this information:
    Time code
    Click the database lookup and select a time code from the list to show entries in the timesheet based the selected time code.
    Hour type
    Click the database lookup and select an hour type from the list to show entries in the timesheet based on the selected hour types.
    Earn code
    Click the database lookup and select an earn code from the list to show entries in the timesheet based on the selected earn code.
    Docket
    Click the database lookup and select a docket from the list to show entries in the timesheet based on the selected docket.
    Job
    Click the database lookup and select a job from the list to show entries in the timesheet based on the selected job.
    Project
    Click the database lookup and select a project from the list to show entries in the timesheet based on the selected project.
    Work detail type
    You can select one of these options:
    • All: Select this option to include work detail entries regardless of their type.
    • Premium: Select this option to include work detail entries that represent additional pay or calculated amounts on top of base hours.
    • Detail: Select this option to include work detail entries that represent base or regular hours worked.
    Authorization
    Select an authorization type from the list. Uses the same values and behavior as the Timesheet Authorization field.
    Department
    Click the database lookup and select a department from the list to show entries in the timesheet based on the selected department.
    Team
    Click the database lookup and select a team from the list to show entries in the timesheet based on the selected team.
    Dimension
    Click the database lookup and select a dimension from the list to show entries in the timesheet based on the selected dimension.
    UDF
    Specify the user-defined field value.
  7. Click Save.
    Optionally, click Cancel to return on the Quick Views page. You can view your saved quick view in the Timesheet at the Admin Portal.

Updating schedule information

  1. In Add Quick View, click the Schedule tab.
  2. In the Shift Start and End Time section, specify this information:
    Start time
    Click the clock icon and select the start time of the shift
    End time
    Click the clock icon and select the end time of the shift
  3. In the Activity section, specify this information:
    Activity
    Click the database lookup and select an activity from the list to show schedule entries based on the selected activities
    Condition
    Select a comparison condition from the list to evaluate the time value tied top the specific activity. You can select one of these options:
    • Less than: Select this option to include entries where the time value is less than the specified value.
    • Less than or equal to: Select this option to include entries where the time value is less than or equal to the specified value.
    • Equal to: Select this option to include entries where the time value matches the specified value.
    • Greater than or equal to: Select this option to include entries where the time value is greater than or equal to the specified value.
    • Greater than: Select this option to include entries where the time value is greater than the specified value.
    Value
    Specify the time value to used for comparison to show schedule entries that match the selected condition and value.
    Interval
    Select the interval for the selected hour type from the list. Determines the time range used in the evaluation.
  4. In the Schedule Compliance Violations section, select the Include violations check box to include schedule entries with compliance violations.
    If this check box is cleared, schedule entries with compliance violations are not included in the results.
  5. In the Schedule Detail Attributes section, specify this information:
    Shift label
    Click the database lookup and select a shift label from the list to show schedule entries based on the selected activities
    Job
    Click the database lookup and select a job from the list to show schedule entries based on the selected job.
    Department
    Click the database lookup and select a department from the list to show schedule entries based on the selected department.
    Project
    Click the database lookup and select a project from the list to show schedule entries based on the selected project.
    Docket
    Click the database lookup and select a docket from the list to show schedule entries based on the selected docket.
    Team
    Click the database lookup and select a team from the list to show schedule entries based on the selected team.
    Activity
    Click the database lookup and select an activity from the list to show schedule entries based on the selected activity.
  6. Click Save.
    Optionally, click Cancel to return on the Quick Views page. You can view your saved quick view in the Timesheet at the Admin Portal.