Take Action Widgets

Alerts

The alerts widget displays a list of alerts that have been generated in the system. To expand the widget, click on the  button.  The button will change to and employees with alerts will be listed.

• Clicking on the button will refresh the Alerts widget for any new alerts.
• Clicking on the button, depending on how the browser is configured, a popup will appear to allow to Open, Save, or Cancel a .csv file or it will automatically download the file.
• Clicking on the button will open a window, details on where the alert occurred.
• Clicking on the button will delete the alert.

Approvals

The Approvals widget displays the same information on the Approvals page. This widget can also be configured on the Approvals Setup page as well. To expand the widget, click on the button.

• By default, the Unapproved list will be populated on the widget. This can be changed by selecting the desired filter options.

• The Total Hours filed displays the total number of hours an employee has worked in a pay period.
• Different columns can be created to display one or more pay types.
• By clicking on a column, an up or down arrow will appear where users can sort the column.

  • By clicking on the button will approve/unapproved all employees. If an employee is unable to be approved, a warning message will display below the employee.

Employee Request

The Employee Request widget provides employees’ open requests. To expand the widget, click on the button.

Click on the employee’s name under the employee column.  This is a link that will display the details of the request.  The name below is blurred out for privacy.

  • Here, requests can be approved, declined, or acknowledged depending on the type of request made. Any comment you wish to reply with can also be entered.
  • You could also update the date or number of hours to something different if needed.
Only “Not Hidden” requests will appear on this widget.

You can also approve, decline, or acknowledge requests directly from the home widget page.  See the options available for responding to a Time Off and General Request. You cannot modify any data or enter comments by taking action here.

My Request

The My Request widget will display requests that were made by yourself. To expand the widget, click on the button.

  • A. The Accrual Balances section will display the current accrual balances for the user that is logged on.
  • B. Employee will be able to submit requests from the widget.
  • C. Clicking on the link under the employee column will display details of the request.
  • D. Click on any of the header rows to sort the list accordingly.
Only “Not Hidden” requests will display.

Analyze Widget

The Analyze Widget tab provides the following widgets:

  • Employees
  • Hours & Wages
  • Schedules

These widgets provide detailed information of employee’s status, hours & wages, and schedules.

Click on the Analyze Tab and expand the Employee section by clicking on the button.

Employees

The Employees widget displays data of which employees are either active, new hires, or terminated in the current or future pay periods.

  • New hires will display under the New Hire section. It will also display how many new hires there are and their employee number and hire date.
  • Terminated employees will display under the Terminated section. It will display how many terminated employees there are and their employee number and termination date.
  • Clicking on the button will refresh the Employee widget.
  • Clicking on the button, depending on how the browser is configured, a popup will appear to allow to Open, Save, Cancel a .csv file or it will automatically download the file.
  • New Hires will also appear under the Active list.
  • Clicking on an employee name from the Active List will open a new window. This new window will display the employee’s information based on the profile page.

Hours & Wages

To expend the widget, click the  button.

The Hours & Wages widget shows a breakdown of hours by pay type, shift type, org level, and employee. It also shows an employee’s gross pay by pay type, shift type, org level, and employee if wages are present in the system.

  • Tabs for both the current pay period and previous pay period will appear.
If the user logged in does not have security permissions to see pay rates, the user will not see gross pay.
  • Clicking on a pay type will display a list of employees that have hours of that pay type on the right side of the screen.  It will also list the total number of those hours along with any cost if rates are present for the employee.
Clicking on a Shift Type or Org. Level will also break down employees hours.

Approvals

  • The current pay period tab will also contain an approvals page tab.
  • The Approvals tab will display if an employee’s time is approved or not.
  • Clicking on the employee’s name under Employee column on the Approvals page will display their Total Hours page.

The Total Hours page will allow you to:

A. Review Total Hours from Punches Page and Hours Page.

B. See the approval status of the employees’ time for the period. * If you do not use employee approvals, they will not display.

C. Select how the hours will display. Here it is set to show hours for each day the employee had time.

D. Displays by Hours & Minutes or by Decimal.

E. The employees’ hours for the period listed for each day by the Daily Summary selection. Here, the employee only had Holiday hours for the period.

F. Approve the time for the employee or supervisor. *Depending on your system setup, the system may require employee approval to be complete before supervisor approvals may be done.

G. If the employee was still on the clock, clicking here will calculate the hours up to the moment you click the button.

For a more complete description of the total hours page, please visit the Total Hours Support Page.

If any missing punches or outstanding requests exist, an error will appear and the time will not be approved for the employees with the outstanding errors. These errors must be resolved prior to completing the approvals.

My Schedule

The My Schedule widget displays the data that can be found on the Employee Schedule page under Daily Procedures – Schedules. To expand the widget, click on the  button.

A. The schedule days will be built based on the pay period that currently displays in the pay period toolbar.  Here we can see a deviation to the schedule was automatically made for the Memorial Day Holiday.

B. You can sort any of the fields by clicking the header item and click on the button to sort the column.

C. Clicking on the schedule item will display the schedule rule or deviation detail screen.  The M-F 0800A-0430P Schedule Rule is shown in the second image below.

Schedules

To expand the Schedules widget, click on the  button.

Schedules

The Schedule widget will provide:

A. The list of employees with a schedule assignment.

B. Is the employee scheduled to work today?

C. Is the employee currently on the clock and working?

D. The employee’s scheduled start time for today.

E. The employee’s scheduled stop time for today.

F. The employee’s last punch.

  • Clicking on the button will refresh the Employee widget.
  • Clicking on the button, depending on how the browser is configured, a popup will appear to allow to Open, Save, Cancel a .csv file or it will automatically download the file.
  • Clicking on one of the employees in this list will open a new window for the employee’s schedule.

Here you see a calendar view of the employee’s schedule for the pay period.  It is being populated based upon:

A. Any deviations to their normal schedule.  Here, the Civic Holiday is creating a dark grey deviation to the employee’s schedule for the pay period on 08/05.

B. The employee’s assigned schedule group. This group’s name also describes the hours scheduled. Monday through Friday from 8am – 4pm.

The colors on the calendar display represent the following:

Orange – Normal schedule hours for the employee based on scheduled group rule(s).

Purple – Deviation to the employees normally scheduled hours. Coming in one hour early and leaving one hour early.

Dark Gray(Grey) –  Time Off from normally schedule hours. PTO, Sick, Vacation, etc.

Light Gray(Grey) – Unscheduled time.