Time Card Screen
The Time Card Screen (TCS) can be set up to display selected information cards. The cards selected in the System Preferences are the default display for all users. Individual users can customize the display through the Time Card Screen option in the My Preferences section.
To view descriptions of the options available in this screen, see the Preferences section>My Preferences card>Time Card Screen Information Cards.
The Time Card Screen can consist of up to three panes:
- The Upper Area is the main, full size pane and displays selected information cards. Transactions automatically display in this pane. Additional cards can be added.
- The two Lower Areas (left and right) are half the size of the upper pane. It is recommended these half-size panes are used for the information cards that contain fewer details.
- When the Transaction Grid view is selected, that is the only card that can be displayed in a pane. This card displays a lot of information and should be selected for a full pane (either the upper area or the entire lower area).
- If cards are assigned to only one area, that pane will display in the entire lower area, using the unassigned pane's space.
- If no cards are assigned to either of these lower areas, the panes will not display.
Click the card arrow on a card to open and display the records on the card. Some cards contain Categories to break down the information. For example, on the Benefit Balances card, there are separate Categories for each benefit code containing data for the employee.
To set the user defaults, complete the following steps:
- Point to an option from the Unassigned Sections column.
- Drag the option to the Upper Area, Lower Left Area or the Lower Right Area column.
- Selections may be moved around within the panes according to the order in which they should display. The red arrows
indicate the placement of the sections. - Click the Save button before exiting.
Action Buttons
The following Actions are available in the left pane:
Reset All Users
Click on the Reset All Users button to reset the preferences values for all users back to the system defaults. These default values are set up on the System Preferences card and will replace the user values set up on the related screen in the My Preferences card.
Reset Users
Click on the Reset Users button to set the preference values back to those set up on the System Preferences card for selected employees. The Employee Search screen is displayed to search for and select one or more employees to reset.
When user preferences are reset, the values set up by the user for a screen in the My Preferences card are replaced with the values set up on the related screen in the System Preferences card.
Transaction Grid/Transaction List
The user can select whether to display the Transaction Grid view or the Transaction List view. Only one or the other view can be loaded.
After selecting the Reset Users button, the following Actions are available for searching and resetting records:
Advanced/Basic
The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.
Note: The user can set whether the Basic or Advanced search mode is automatically loaded for each screen. This setting is found under Preferences section>My Preferences card>Search screen>Mode tab. The Advanced/Basic buttons only display on screens with Advanced search capabilities.
Cancel Reset
The Cancel Reset button cancels the reset process to change preference values to the System Preferences. The preferences set up by users on the My Preferences card are left intact.
Reset Selected
Changes the values for the selected employee(s) to the system default values. This action is available after the results are listed for the Reset Users search.
Check to the box to the left of each employee name to select it, then click on the Reset Selected button.
The default values set up in the System Preferences screen will now appear in the related fields in the Employee Preferences screen.
