Use the Timesheet History Tab in the Staff Dashboard

Customize the Timesheet History Window on the Staff Dashboard

  

You’ll use the Timesheet History window on the Staff Dashboard frequently to edit or delete timesheet details. For that reason, this window ought to contain the information you need in a format that’s relevant to you. This article will show you customize the Timesheet History window.

First, let’s get to the Timesheet History window on the Staff Dashboard.

  1. Click My Company...Staff List from your navigation bar.
  2. Select a staffer from your Staff List.
  3.  Click the Time tab.
  4. Select a time entry date range. To do this, click W, M, Q, or Y in order to populate date ranges at a weekly, monthly, quarterly, or yearly level. Your window will populate with hyperlinked date ranges based on this selection.


    Then, click on a hyperlinked date range.



  5.  Click on the Gear icon on your Timesheet History window. 


    A picklist will populate with your field options. 

  6. Check or uncheck boxes to include or exclude columns.
  7. Click Apply to apply your changes.

    NOTE: Update the order of your columns by clicking on the intersecting arrows next to a selected field; drag and drop the field as you’d like it to appear on your window.

Add Column Filters

Add Column filters to refine the data you see on your Timesheet History window. 

  1. Click on the triangle, which will add a filter to each column.
  2. Click on the filter icon on the column itself. 


    A small window will pop up where you can filter a column based on specific parameters. For example, we clicked on the filter icon on the Date column, and added specific dates as parameters. 



    Once we click Apply, the Date column will be filtered to only show the results based on our parameters.

    Filtering works similarly in other columns, too. You’ll either enter start and end values or you’ll check boxes to tell the system what fields to include when the filter is applied.

    NOTE: Filter a column without adding specific criteria by clicking on the name of the column. For example, click on Status and the column is automatically filtered by status. 

  3. Remove the filters that have been applied to your columns by re-clicking on the filter icon.

Where to Go from Here:

Access and Use the Staff Dashboard

Using the Daily View

 

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