Search for and Filter Employee Timesheets
Objective
To use the Company level Timesheets tool's search and filter settings to find a timesheet.
Background
After you create timesheets, you can apply search and filter options to organise your information on the page.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the company's Timesheets tool.
Steps
Search for a Timesheet
- Navigate to the company's Timesheets tool.
- Select one of the available options from the view drop-down list to choose how entries are displayed:
- Day. Select this option to display time entries from a specific day.
- Work Week. Select this option to display time entries from individual work weeks.
- Custom Range. Select this option to display time entries from a custom range of dates.
- Enter the employee's name.
- Click the
icon or press ENTER on your keyboard to search.
Add Filters
- Navigate to the company's Timesheets tool.
- Select one of the available options from the view drop-down list to choose how entries are displayed:
- Day. Select this option to display time entries from a specific day.
- Work Week. Select this option to display time entries from individual work weeks.
- Custom Range. Select this option to display time entries from a custom range of dates.
- Click the Add Filter drop-down menu.
- Add one (1) or more of these filters:
Tip
Don't see the timesheet you are looking for? You can apply more than one filter to further narrow the display results.
- To clear a filter, click the X on the Add Filters menu.
- To clear all filters, click Clear All.
- Billable. These filter options are based on employee time card entries.
- Classification. These filter options are based on your company's configuration. See Add a Classification.
- Cost Code. These filter options are based on your company's configuration. See Add Company Cost Codes.
- Created By. These filter options are based on employee time card entries.
- Site teams. These filter options are based on your project's configuration. See Create a Site team.
- Department. These filter options are based on your company's configuration. See Add a Custom Department.
- Employee ID. These filter options are based on information in your company's Directory.
- Employees. These filter options are based on employee time card entries.
- Location. These filter options are based on your project's configuration. See Add Tiered Locations to a Project.
- Projects. These filter options are based on time entries associated with projects.
- Region. These filter options are based on your company's configuration. See Add a Custom Project Region.
- Status. The filter options are based on the timesheet's approval status. See Approve a Timesheet.
- Sub Job. These filter options are based on your company's configuration. See Enable Sub Jobs on Projects for WBS.
- Time Type. These filter options are based on your company's configuration. See Create a Custom Time Type.
Tip
Surface entries that are missing data by filtering by the 'None' value for specific fields. This feature is available for the following fields:
- Classification
- Cost Code
- Site teams
- Employee ID
- Location
- Sub Job
- Time Entered
- Time Type