The Preferences drop-down menu allows you to set common Timecard Manager preferences without leaving the Timecard Manager. To view and/or change any preference on the Preferences drop-down menu:

1. Click the button next to the Preferences link.

2. Click the setting that you want to implement. (See below for information about each setting.)

After you have made a selection, the drop-down menu closes and the Timecard Manager refreshes with the new setting applied. The setting will remain in effect until you change it again.

Note: With the exception of the "Rows per..." options, all of the preferences on the drop-down menu have only two states. The state listed when you click the  button is the state that is not currently in effect. The listed state will go into effect if you click it. For example, if the menu includes the option "Hide Lookup Button," the Timecard Manager is currently showing the lookup button. To change the setting so that the lookup button is not displayed, click "Hide Lookup Button." The Timecard Manager will refresh with the lookup buttons hidden, and the next time you click the button, the "Show Lookup Button" option will be listed on the drop-down menu.

The following section describes the specific preferences that can be set using the Preferences drop-down menu.

Rows per Day (x) —  Specifies the minimum number of rows per day to be displayed in the Single Employee Timecard Manager. To change the number of rows displayed, place your cursor over the "Rows per Day" option and then move the cursor to the right to open the submenu and select the new number of rows. This setting initially defaults to 1, but it can be set to any value from 0 to 12. If 0 is selected, only rows containing reported time will be displayed.

This preference is available only when the Preferences drop-down menu is opened from the Single Employee Timecard Manager.

Show/Hide Unscheduled Days — Specifies whether every day that falls within the date range being viewed is displayed in the Timecard Manager. If "Hide Unscheduled Days" is selected, only days that contain scheduled or reported time will be displayed and an "Add Dates" link will appear near the top of the Timecard Manager to allow you to add rows for the unscheduled days if necessary. If "Show Unscheduled Days" is selected, the default number of rows per day will be shown for every day in the selected time period being viewed, even if no employee records or time pairs exist for some of the days.

Show/Hide Lookup Button —  For the Single Employee Timecard Manager, controls whether the lookup button () is displayed when a field that requires a valid code is clicked. If you know the specific codes used in these fields and you prefer to type them in manually, set this option to Hide Lookup Button. If you later find that you need the lookup button (for example, to select a rarely-used earnings code), you can use the drop-down menu to change this option quickly.

Do not clear on insert / Clear on insert —  Specifies whether data is copied when a new row is created using the Insert or buttons. If "Do no clear on insert" is selected, newly inserted rows will contain the same data (minus any associated notes) as the rows from which they were cloned. If "Clear on insert" is selected, new rows will be blank except for the date.

 

Default View — Specifies whether the Timecard Manager opens in the Multiple Employee or Single Employee format.

If you change this setting, the change will not take effect immediately. After you click Submit, the Timecard Manager will open in the format you were viewing before clicking the Preferences link. The default view setting will take effect when you leave the Timecard Manager and then access it again.

Multiple Employee - Default Date —  Specifies the day for which time pair information will be displayed when you access the Multiple Employee Timecard Manager. This preference is initially set to Today, but you can change it to Tomorrow or Yesterday, or you can use the "Today +/- Days" option to specify a day that is a specific number of days before or after the current day. For example, if you want the Multiple Employee Timecard Manager to display data from 3 days ago each time you open it, select "Today +/- Days" and enter -3 in the text box. To set the default to four days after the current day, enter 4 in the text box.

Notes:
The text box only applies to the "Today +/- Days" option. If you have selected a different option and then enter a number into the text box, the option will change to "Today +/-." You can enter a number between -31 and 31, where negative numbers indicate days before today and positive numbers indicate days after today.

This setting takes effect immediately. After you click Submit, the Preferences window closes and the Timecard Manager is displayed using the new default dates (if your are in Multiple Employee View mode).

Additional Fields to Display — Allows you to select which (if any) optional fields to display in the Timecard Manager and to change the order in which optional fields will appear. The left box lists the available optional fields that can be added to the Timecard Manager display and the right box lists which optional fields have already been added. The optional fields are the Labor Charge, Shift Override, Rate Modifier, and Edit Reason Code fields.

To add one or more fields to the Timecard Manager, click the field name(s) in the left box and then click the button. (Hold down the Ctrl key to select more than one field at a time.)

To remove one or more fields to the Timecard Manager, click the field name(s) in the right box and then click the button. (Hold down the Ctrl key to select more than one field at a time.)

To change the order in which the optional fields appear, select from the right box the field you want to move and use the and buttons to move it up or down in the sort order as necessary.

Notes:
Your selections and sort order changes will not be saved until you click the Submit button. After you click the Submit button, the Preferences window will close and the Timecard Manager you were viewing will be displayed with the new optional column settings.

If you include the Rate Modifier or Shift Override fields in the Timecard Manager, the data from these fields may be displayed in the following reports: Timecard Report, Timecard Report with Notes, Timecard with Payroll Report, or Timecard Exception Report. (Contact your administrator to find out if your company is configured to display this data in reports) For more information about reports, see Creating Reports.

After you have adjusted all of the settings you want to change, click the Submit button. Your preferences will remain in effect until you change them again.