"Views" in Timecards allows you to set up a view of which employees are listed and organized in your timecard, allowing you to view who is relevant to you at the time. For example, you can set up a view with your direct reports, then another view focusing on your drivers, and another listing employees that have worked at a certain location.
Table of Contents
- Applying a View from the Timecard
- Using the View Manager
- Configuring a New View
- Reviewing a View's Configuration
Applying a View from the Timecard
The "View" dropdown menu will list all views created by you. Clicking a view will display the employees that meet the criteria of the view. The "All Employees" view is the default view, which displays employees in your viewset sorted by their name.
- Open the "View" dropdown menu and click the desired view.
- The timecard will display your employees who meet the criteria of the view.
Using the View Manager
Expand for Navigation Steps to View Manager
The "View Manager" menu is accessed by opening the dropdown menu and clicking Manage Views...
The "View Manager" menu will display a search bar to search for view's based on their name, grouping, or filters.
The columns can be sorted and filtered by clicking the column headers. The following columns will be displayed:
-
Actions - Click the
eye icon to see the configuration of a view.
- Name - If a view is your default view, it will be labeled "Default".
- Grouping
- Filters
- Sort
- Notes
View Configuration Options
Your views can be configured with any of the following grouping, filtering, or sorting options:
| Variable | Groups or filters by |
|---|---|
| Employee | Individual employees. |
| Employee category | For example, Field, Supervisor, or Salaried. |
| Employee group | Your crews or groups, for example, Crew A Framing. |
| Location | The location where time was recorded. |
| Location group | Groups of locations, for example, Downtown projects or Outlying sites. |
| Job | The job time was recorded against. |
| Cost code | The cost code time was recorded against. |
| Time entries | Whether the employee has time in the selected timeframe. Useful for finding people with no time. |
Configuring a New View
The "View Manager" lists your views and allows you to create new views.
- Click Add.
- Configure the view:
- Enter a name for the view and relevant notes that may inform the purpose of the view. If this view should be your default view, enable the toggle. You can only have one default view at a time.
- Grouping - Click Add grouping to group your employees. You can have up to two groupings. The first grouping will be the primary group, while the second grouping will be the secondary group within the primary.
- Filters - Click Add filter to filter the employee list and the filter variables.
- Sort - Click Add sort to sort your employees by the selected variable.
- Click Save view when finished.
Reviewing a View's Configuration
The "View Manager" allows you to see your view's configuration and what will be listed when applying the view.
- Click the
- The details of the view will list the current configuration. From here, you can apply the view and jump to your timecard, edit the view's configuration, or delete it.