Adding a New Employee LaborView Record

Complete the following steps to create a new LaborView option:

1. From the Preferences section>My Preferences card, select the Employee LaborView icon.
2. Click on the Add button in the left pane to create a new LaborView record. To copy and modify an existing LaborView record, check the box to the left of the selected record and click on the Replicate button.
3. Enter the Name to identify this LaborView. This name appears in the Choose a LaborView drop down menu when approving time cards.

   The name of the new LaborView being added.

4. If this is to be the default which initially is loaded when the LaborView screen is open, set the Default field to Yes. If this is not to be the default, set this field to No.

   Indicates if this LaborView should be the view that is loaded when the Employee LaborView screen is opened. (Y/N)

   For example, if Employee List is set as the default, that is the view displayed when Employee LaborView is opened. However, any of the options that have the "Visible" box checked can be opened using the drop down menu in the Choose a LaborView section of the Employee LaborView Actions page.

5. If this LaborView is to be visible in the listing of available options, set the Visible field to Yes. If not, set it to No.

   The Value parameter that the Condition field is comparing with the Column field.

6. Click on the Selection tab. For each selection option to include in this LaborView, highlight the option in the Available LaborView Items section. Drag the rule to the Assigned LaborView Items column. For a replicated LaborView, make any adjustments to the options selected in the original record.
7. Click on the Filter tab. In the Show Items When field, determine if you want to display employees who meet All of the LaborView conditions or Any (one or more) of the conditions.

   Indicates whether the LaborView items should display if the data meets "All" (every one) of the conditions listed or "Any" (one or more) of the conditions listed.

8. The Column field displays the options chosen on the Selection tab.

   The name of the LaborView Items column to be used as one of the filter criteria. The options available are the same as found in the Selection tab. When viewing an existing record, the previously selected items are displayed. Note: A column entry can only be used once as filter criteria for a particular Employee LaborView record.

9. In the Condition field, select the condition of the filter (e.g., Greater Than, Less Than, etc.). For a replicated LaborView, make any adjustments to the options selected in the original record.

   The qualifying formula condition for the information in the Columns field as it relates to the Value field. (i.e. is equal to, is greater than, etc.)

10. Click on the Sort tab.
11. In the Primary Sort By Column field, indicate which column should determine the initial sorting for the list (e.g., Job Class, Employee Last Name) and the Primary Sort Direction (ascending or descending).

    Determines whether the primary data field should be sorted in Ascending or Descending order.

    When sorting an alphabetic field, sorting Ascending sorts A-Z, sorting Descending orders Z-A.

    When sorting a numeric field, sorting Ascending sorts 1-9, sorting Descending sorts 9-1.

    Note: If sorting an alphanumeric field, the numbers are sorted from left to right. Therefore numbers would be sorted as 1, 10, 100, 2, 20, 200, etc.

    If sorting a numeric field, the numbers are sorted 1, 2, 10, 20, 100, 200.

    Indicates the column of information the system should sort first, when ordering the data.

12. In the Secondary Sort By Column field, indicate which column should determine the second sorting for the list and the Secondary Sort Direction (ascending or descending).

    Determines whether the secondary data field should be sorted in ascending or descending order.

    Indicates the column of information the system should sort secondarily (within the primary sort field), when ordering the data.

13. Click on Save to save the new LaborView record.

    Note: Only the user who created the LaborView can make edits to it. A folder appears to the left of the record to open and edit it. All other users can open and view the record, but have read-only access.