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Search for and Filter Employee Timesheets

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Objective

To use the Company level Timesheets tool's search and filter settings to find a timesheet.

Background 

After you create timesheets, you can apply search and filter options to organize your information on the page.  

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the company's Timesheets tool. 

Steps

Search for a Timesheet

  1. Navigate to the company's Timesheets tool.
  2. Select one of the available options from the view drop-down list to choose how entries are displayed:
    • Day. Select this option to display time entries from a specific day. 
    • Work Week. Select this option to display time entries from individual work weeks. 
    • Custom Range. Select this option to display time entries from a custom range of dates. 
  3. Type a keyword or phrase in the Search box and/or select a Work Week.
    The search query's scope includes the following fields:
    • Employee Name
    • Location
    • Cost Code
  4. Click the icon-search.png icon or press ENTER on your keyboard to initiate the search.

Add Filters

  1. Navigate to the company's Timesheets tool.
  2. Select one of the available options from the view drop-down list to choose how entries are displayed:
    • Day. Select this option to display time entries from a specific day. 
    • Work Week. Select this option to display time entries from individual work weeks. 
    • Custom Range. Select this option to display time entries from a custom range of dates. 
  3. Click the Add Filter drop-down menu.
    filter-company-level-timesheets.png
  4. Add one (1) or more of these filters:
     Tip

    Don't see the timesheet you are looking for? You can apply more than one filter to further narrow the display results.

    • To clear a filter, click the X on the Add Filters menu.
    • To clear all filters, click Clear All.
    • Billable. These filter options are based on employee time card entries.
    • Classification. These filter options are based on your company's configuration. See Add a Classification.
    • Cost Code.  These filter options are based on your company's configuration. See Add Company Cost Codes.
    • Created By. These filter options are based on employee time card entries.
    • Crews. These filter options are based on your project's configuration. See Create a Crew.
    • Department. These filter options are based on your company's configuration. See Add a Custom Department.
    • Employees. These filter options are based on employee time card entries.
    • Location. These filter options are based on your project's configuration. See Add Tiered Locations to a Project.
    • Projects. These filter options are based on time entries associated with projects.
    • Region. These filter options are based on your company's configuration. See Add a Custom Project Region.
    • Status. The filter options are based on the timesheet's approval status. See Approve a Timesheet.
    • Sub Job. These filter options are based on your company's configuration. See Enable Sub Jobs on Projects for WBS.
    • Time Type. These filter options are based on your company's configuration. See Create a Custom Time Type. 
    •  Tip

      Surface entries that are missing data by filtering by the 'None' value for specific fields. This feature is available for the following fields:

      • Classification
      • Cost Code
      • Crews
      • Location
      • Sub Job
      • Time Entered
      • Time Type