View Employee Time and Attendance Information
Explanation
This activity is used to view time and attendance information of your
employees. It should be used for analysis of absences, wage codes or schedules
of your entire team.
You can check availability of your subordinates based on their schedules, jobs,
positions or organization assignments. By setting up correct filters you can
quickly make informed decisions regarding planning and approving of absences or
organizing work for your team.
Prerequisites
In order to perform this activity, a calendar template has to be defined in
the Team Calendar Setup window.
System Effects
There are no system effects.
Window
Team Calendar
Related Window Descriptions
Team Calendar
Procedure
- Open the Team Calendar window.
- In the Period area, select the time period from which you will
display information.
- Select the Month option to view information from the entire
month. Select the relevant year and month in the fields below. Your
current month is selected by default.
- Select the Dates option to display information from a
specific time period. Specify the relevant period by entering dates in
both fields using the format from YYY-MM-DD to YYY-MM-DD.
- In the Valid on Date field, enter the date from which your access
definition will be used. This step has several consequences:
- You will be able to see only employees to whom you have access on
this date. This is important if your access rights change during the
displayed period.
- You will see employee primary assignments based on this date. If an
employee changes their primary assignment during the displayed period,
you will see them assigned to an organization unit where their primary
assignment was on this date.
- In the Template ID field, enter the identifier of a calendar
template. This template determines what data you can see (wage codes,
absences, schedules etc.)
- In the Subordinates area, you can quickly select if you will see
all of your subordinates by clicking All option, or only your direct
subordinates by clicking Direct option.
- In the Schedules area, you can select if you want to select
Shifts, Day Types, or Week Types to be displayed as the
background for the calendar. (This area might be hidden, right click the
header and click Additional Configuration to show it).
- If the colors are too bright, you can select the Faded Colors
check box.
This is the end of the basic configuration, you can click the Populate
button to load your subordinates onto the calendar. If you want to prepare a
specific employee selection, follow additional steps:
- Go to the filters area at the bottom. You might need to open it by
clicking and holding on the edge of the filters area and dragging it up.
- On the Organizations, Positions, Schedules, and Jobs
tabs, you can prepare a selection of employees you wand to display on the
calendar. Each tab is a set of your subordinates presented according to a
different property (their organization, position, schedule or job). When you
select multiple conditions from a single tab, the amount of selected
employees increases. When you select conditions from multiple tabs, the
calendar will show only employees who meet requirements from all tabs.
Example: Selecting an organization unit loads all employees from the
organization unit. Selecting a second organization unit will load employees
from both organization units. Selecting a position will show employees from
both organization units who have the selected position.
Refer to window and tab descriptions for more information.
Click Add Selected to add employees assigned to the selected item.
Click Add Branch to add employees assigned to the selected item
branch (valid only for Organizations and
Positions tabs)
- If you want to save your employee selection, you can click Save
and name it. Later on you can reuse it by selecting in in the Saved
Filters area.
This is the end of the advanced configuration, you can click the Populate
button to load your selected subordinates onto the calendar.