The Timecard Assistant will help you to make multiple timecard entries without opening/accessing multiple timecards. This is a great timesaver! You can use the Timecard Assistant to create multiple timecard entries and review/delete existing timecard entries. For instance, create entries placing several employees at a meeting or training session. Or, make entries to record an employee’s week vacation.
The Timecard Assistant can be accessed by right clicking in the call center, or by right clicking in the Timecard Form.
To create multiple entries…
1) Access the Timecard Assistant.
2) Select “Create new entries”.
3) Enter/select the desired status (e.g., “MEETING”)
4) Enter the Time In, Time Out and desired comment.
5) Select the week for which you want to make the entry:
a. Enter
any date from the desired week,
or,
b. Navigate the calendar and click on any day in the week desired.
6) Select the day or days of the week you want to make the entry:
a. Check
the checkbox next to the appropriate days,
or,
b. Click on the actual dates in the calendar, once the appropriate week is highlighted.
7) Select the employees for whom you wish to create entries:
a. Click on ‘Add’ under the “Create entries for these employees” list. This will open the employee selection form.
b. The employee filter defaults to all active employees. You can optionally modify this filter to assist in employee selection
i. Click the ‘Select from filtered list’ and modify the filter options.
c. Select the employees to be added to your list by double clicking the employee. This will toggle the checkmark (‘X’) on and off in the employees row in the grid.
d. When you select ‘Ok’, the employees with an ‘X’ will be added to your list.
8) To create the entries, click the ‘Create’ button. This will create the timecard entries and take you to the review grid showing the status of the new entries. Note: If conflicts exist or errors occur, some new entries may not be created. You will be notified of such situations at the end of the process, and the presence of such warnings will be indicated in the upper right hand corner above the review grid. The status of each individual entries will be indicated as follows:
a. Entries with a plus (‘+’) indicate successfully created entries.
b. Entries with a yellow yield/warning sign indicate the entry could not be made due to a conflict. The comment column will indicate the conflict status and time in/out. You may right click the entry to open the timecard and manually review/modify entries for that employee.
The review grid is used to list newly created timecard entries, or a group of existing entries. From the review grid you can:
· Delete a single entry,
· Delete all related entries for an employee,
· Delete all related entries for a date,
· Delete all related entries listed,
· Open an employees timecard.
Entries in the grid are displayed with an image indicating the status of the entry as follows:
· No image indicates an existing timecard entry.
· Entries with a plus (‘+’) indicate successfully created entries.
· Entries with a ‘minus (‘-‘) indicate successfully deleted entries.
· Entries with a yellow yield/warning sign, indicate either
o Unsuccessful
attempt to create a new entry (conflicts are indicated in the comment column
for these entries),
or,
o Unsuccessful attempt to delete an entry.
1) Access the Timecard Assistant.
2) Select “Review exising entries”.
3) Enter/select the desired status (e.g., “MEETING”) to review.
4) Enter the Time In of the entries to review.
5) Select the week for which you want to review entries:
a. Enter
any date from the desired week,
or,
b. Navigate the calendar and click on any day in the week desired.
6) To review the entries, click the ‘Ok’ button. This will take you to the review grid showing the existing entries during the selected week that match the indicated Status with the indicated Time In.
You can delete entries or access any of the employees’ timecards from this review list.