Record Folder

Click on the folder to open the record.

Scroll to Previous Record

Click on this icon to scroll to the previous record in the selected set.

Scroll to Next Record

Click on this icon to scroll to the next record in the selected set.

Plus Symbol (Expand)

Expands the view to display the children records or options beneath the highlighted record.

Minus Symbol (Collapse)

Collapses the view to hide the children records or options beneath the highlighted record.

Card Arrow (Expand)

Expands the view to display the children records or options beneath the highlighted record.

Card Arrow (Collapse)

Collapses the view to hide the children records or options beneath the highlighted record.

Drop Down Menu Arrow

Opens a short listing of standard options for a field, such as Yes/No, Before/After, Home/Non-Home/Both, etc.

Date Selector

Opens a calendar to search for a date to enter in the date field.

List Selector

Opens a listing of valid values for a field. This is used in screens that do not have the right pane available to display the Field Look Up Values.

Required Field

This icon displayed to the right of a field label indicates that the field is required. A value must be entered into the field before the record can be saved.

Sort Ascending

When viewing data in a list format, click on the field heading label to sort data by the indicated field. The ascending sort arrow indicates the field is sorted with the lowest number or alpha character first.

Sort Descending

When viewing data in a list format, click on the field heading label to sort data by the indicated field. The descending sort arrow indicates the field is sorted with the highest number or alpha character first.

Class Enrollment Search

In the Education Summary (and other) screens, click on this icon to open a search screen for finding an education class to fulfill the requirement.

Expired Education Requirement

In the Education Summary screen, this icon indicates the requirement has expired.

Class

In the Monthly View in the employee record, this icon indicates the employee is scheduled for an education tracking class.

Instructor

In the Monthly View in the employee record, this icon indicates the employee is scheduled to be an instructor for an education tracking class.

CBT Start

This icon is used to launch a Computer Based Training class.

b

Badge Reader

Indicates the transaction results from swiping a badge at the badge reader.

C

Core Schedule

Indicates an entry on the schedule screen that was automatically generated during a Core scheduling pass.

e

Education Tracking Reader

Indicates the transaction was entered through an Education Tracking reader (for an education transaction class).

d

DeductIT

Indicates this was added via a DeductIT transaction.

H

Home Health Care

Indicates this is a Home Health Care transaction.

i

Data Import

Indicates this transaction is from imported data.

L

Legacy

Indicates this is a transaction from a legacy system.

N

Needs-Based Schedule

Indicates an entry on the schedule screen that was automatically generated during a Needs-based scheduling pass.

P

Education Tracking Download

Indicates this transaction is from a download to the Education Tracking application.

r

Cash Register

Indicates this transaction originated from a cash register (for DeductIT).

S

Manually Added Schedule

Indicates the transaction was manually added or updated on the schedule.

T

Trade

Indicates this is transaction resulting from a schedule trade.

W

Request to Work

Indicates this transaction was entered as a result of a request to work.

~

TimeCall

Indicates the transaction was called in using the TimeCall feature.

@

Quick Badge

Indicates the transaction was entered through the portal through the Quick Badge feature.

#

Staffer

Indicates this data was added via the Staffer interface.

$

Schedule Incentive

Indicates this is a transaction resulting from schedule incentive.

^

Auto-Generated

Indicates the transaction was automatically generated by the system, for example, creating a matching out punch when a new special code is entered

(

Reassign

Indicates a clocking or calendar within the selected pay period that was reassigned to a new Labor Distribution by the system.

Note: The reassign process is called directly by the Employee Download or Replication processes when a new Home Labor Distribution is created, or when a new Labor Distribution is created in the Employee Record via the Web Portal. Transactions associated with the old home labor distribution on or after the new home labor distribution are updated to the new home labor distribution information.

[

Manual

Indicates the transaction was manually entered.

]

Conversion, Upgrade

Indicates the input results from data from the conversion process.

Approved

The request is approved by the supervisor.

Canceled

The request has been canceled by either the supervisor or the employee.

Denied

The request is not allowed by the supervisor.

Requested

The request has been submitted and is pending approval or denial from the supervisor.

Accepted Offer

Indicates the current employee has accepted a schedule that was offered by another employee.

Trade

Indicates the current employee is trading schedules with another employee.

Offer

Indicates the current employee has offered a schedule.

Unavailability

This icon indicates a single transaction or time frame for unavailability (for example, vacation).

Recurring Unavailability

This icon indicates a recurring cycle of unavailability on specific days of the week (for example, for a Continuing Education class).

Adjustment

This icon indicates an adjustment transaction request.

Calendar

This icon indicates a calendar transaction request.

Clocking

This icon indicates a clocking transaction request.

DeductIT

This icon indicates a DeductIT request.

Waiting Approval

A trade request has been submitted and is waiting for the second employee (accepting employee) to approve the trade.

Primary Home

Indicates an employee's primary home assignment.

Alternate Home

Indicates an employee's alternate work assignment in the same labor distribution as the employee's primary home assignment.

Alternate

Indicates an employee's alternate work assignment in a labor distribution that is different from the employee's primary home assignment.

Unread Message

This icon indicates the message/announcement has a status of Unread.

High Priority

This icon indicates that a message/announcement was sent with a high importance setting.

Low Priority

This icon indicates that a message/announcement was sent with a low importance setting.

Attachment

This icon indicates there is an attachment to the message/announcement. Click on the icon to open a screen to access a link to the attachment.

Schedules (Home)

Indicates the home labor distribution schedules for the employee.

Schedules (Alternate)

Indicates the alternate labor distribution schedules for the employee.

Calendars

Indicates submitted calendar entries, for example, vacation time.

Adjustments

Indicates an adjustment was made to the employee's transactions. Click on the + sign to open and view the pay code and hours details on this record.

Clocking

Indicates an employee has a clocking that has not been through calculations to determine if it is an IN or OUT punch.

Clocking In punch

Indicates the employee has a clocking that was determined to be IN punch. Click on the + sign to open and view the pay code and hours details on this record.

Clocking Out Punch

Indicates the employee has a clocking that was determined to be an OUT punch. Click on the + sign to open and view the pay code and hours details on this record.

Details

Click on this icon to open a screen with details on the transaction.

Calendar Attendance

Indicates an Attendance+ occurrence attached to a calendar entry. The code is displayed to the right of the icon.

Clocking Attendance

Indicates an Attendance+ occurrence attached to a clocking entry. The code is displayed to the right of the icon.

Manual Attendance

Indicates an Attendance+ occurrence that was entered through the Add Attendance action button. The code is displayed to the right of the icon.

Unavailability

Indicates the employee has an approved unavailability request and is not available to be scheduled to work.

Recurring Unavailability

Indicates the employee has an approved request for a recurring pattern of unavailability, and is not available to be scheduled to work during those days/times.

Classes

Indicates the employee is scheduled for an education tracking class.

Instructor

Indicates the employee is scheduled to teach a class on the indicated date.

Incentive Schedule (Home)

Indicates a schedule awarded through Schedule Incentive (formerly Schedule Bid) in the employee’s Primary Home labor distribution.

Schedule Bid (Alternate Labor Distr)

Indicates a schedule awarded through Schedule Incentive (formerly Schedule Bid) that is in a Labor Distribution OTHER than the employee’s Primary Home.

DeductIT

Indicates a DeductIT transaction took place on this date.

Federal FMLA

Indicates the employee is taking federal FMLA on the indicated dates.

State FMLA

Indicates the employee is taking state FMLA on the indicated dates.

Download

This record was downloaded from a third-party system.

Manual

This record was manually entered in the employee record.

Replication

This record was replicated from the Navigator HR system.

System

This record was automatically created based on the employee meeting certain education qualifications.

Offered Schedule

An activity code preceded with this symbol indicates the scheduled employee is offering this shift for another employee to work. This symbol is used with the self-scheduling feature.

Pending Schedule

An activity code preceded with this symbol indicates the schedule is pending, and has not been published.

Traded Schedule

An activity code preceded with this symbol indicates the employee has traded a shift with another employee. The new (traded) shifts for both employees appear on the schedule with this symbol. This symbol is used with the self-scheduling feature.

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Incentive Schedule

An activity code preceded with this symbol indicates the employee was awarded the shift as a result of the Schedule Incentive process.

Apply Filter

Applies the properties of the currently displayed filter to the schedule screen.

Save Filter

Saves the currently configured properties of the loaded filter and labels it with the value in the Name field.

Revert to Last Saved Filter

Reloads the filter values that were last saved.

• If you are updating an existing filter, the options and criteria that were set up when the filter was last saved are reloaded.
• If you are in the process of copying a filter, the options and criteria values are cleared, since there are no saved values.

Copy Filter

Copies all the properties of the currently loaded filter to a new filter. The new filter can then be modified and saved under another name. This feature allows the user to quickly create multiple versions of a filter without having to create it "from scratch". For example, the user can create separate filters for Evening, and Night coverage periods by copying the Day coverage period filter and modifying the coverage periods selected on the Criteria tab.

Delete Filter

Deletes the currently loaded filter.

Expand (Open) Record

Click on this icon to open the related record.

Collapse (Close) Record

Click on this icon to close the related record.

Focus

In the TCS grid, this icon indicates which line in the transaction grid has the cursor focus.

Action Menu

Click on this icon to the left of the record to complete an action for the highlighted line. The action available depends on the type of transaction highlighted. Hover the cursor over the icon to display a tool tip describing the action that is available (e.g. delete, handle, etc.).

Required

In the TCS grid, this indicates that the highlighted cell is required to have a value. The record cannot be saved if a required cell is left blank.

Save

Click on this icon to save any changes to the transaction grid.

Reapply Sort

In the TCS grid, if a column is sorted, and then there was a change in the data in that column, clicking this icon will re-sort that column in the same direction.

Assignment Source

This icon appears next to those exceptions that have an assignment source attached. The tool-tip for the assignment source icon displays the classification and code of the assignment source.

Clocking

Indicates a clocking has been entered and has not yet been determined to be an in or out punch.

Calendar

Indicates a calendar entry.

Adjustment

Indicates an adjustment.

IN Punch

Indicates a calculated IN punch. The system determines IN and OUT punches, either from the times an employee badges through an input device, or from automatically generated clockings.

OUT Punch

Indicates a calculated OUT punch. The system determines IN and OUT punches, either from the times an employee badges through an input device, or from automatically generated clockings.

Critical Exception

Indicates a serious issue with an employee timecard. The timecard cannot be approved until this exception has been resolved. Subsequently, the employee will not be paid An example of a critical exception is "An Odd Clocking was detected".

Warning Exception

Indicates a moderate issue in an employee timecard. The timecard can still be approved, however, the employee may not be paid as they expect. An example of a warning exception is "Ineligible Employee Used No Lunch Special Code."

Information Exception

Indicates a minor issue in an employee timecard. The timecard can still be approved. An example of information exception would be when an employee clocked in at an unauthorized badge reader.

Pending Exception

Indicates exceptions that will be displayed in the future if the employee's time card data does not change. Pending exceptions are determined by the (Calcs) process and stored with the record but not displayed until the day after the day associated with the record.

Requested Insert

* Adjustment

* Calendar

* Clocking

* In Punch

* Out Punch

Indicates a pending insert request. Once the request has been approved, this icon is no longer visible. This icon is combined with the transaction icon (i.e. clocking, calendar, adjustment, etc.)

Requested Edit

* Adjustment

* Calendar

* Clocking

* In Punch

* Out Punch

Indicates a pending request to edit a record. Once the request has been approved, the icon is no longer visible.

Requested Delete

* Adjustment

* Calendar

* Clocking

* In Punch

* Out Punch

Indicates a pending request to delete a record. Once the request has been approved, the icon is no longer visible.

Clocking

Indicates a clocking has been entered and has not yet been determined to be an in or out punch.

Calendar

Indicates a calendar entry.

Adjustment

Indicates an adjustment.

IN Punch

Indicates a calculated IN punch. The system determines IN and OUT punches, either from the times an employee badges through an input device, or from automatically generated clockings.

OUT Punch

Indicates a calculated OUT punch. The system determines IN and OUT punches, either from the times an employee badges through an input device, or from automatically generated clockings.

Critical Exception

Indicates a serious issue with an employee timecard. The timecard cannot be approved until this exception has been resolved. Subsequently, the employee will not be paid An example of a critical exception is "An Odd Clocking was detected".

Warning Exception

Indicates a moderate issue in an employee timecard. The timecard can still be approved, however, the employee may not be paid as they expect. An example of a warning exception is "Ineligible Employee Used No Lunch Special Code."

Information Exception

Indicates a minor issue in an employee timecard. The timecard can still be approved. An example of information exception would be when an employee clocked in at an unauthorized badge reader.

Pending Exception

Indicates exceptions that will be displayed in the future if the employee's time card data does not change. Pending exceptions are determined by the (Calcs) process and stored with the record but not displayed until the day after the day associated with the record.

Requested

Indicates a pending request. Once the request has been approved, this icon is no longer visible. This icon is combined with the transaction icon (i.e. clocking, calendar, adjustment, etc.)

Editing Supervisor

In the employee TCS screen Supervisor card, this icon indicates which supervisor is the editing supervisor for the selected employee.

Read Only Supervisor

In the employee TCS screen, Supervisor card, this icon indicates supervisors who have read- only access to the employee time card information, but are not able to edit or approve.

Note

Indicates there is a pay period note attached to this transaction.

Multiple Entries

Indicates there are multiple entries included in this transaction (e.g. multiple calendar dates, etc.)

Assignment Source

This icon appears next to those exceptions that have an assignment source attached. The tool-tip for the assignment source icon displays the classification and code of the assignment source.