Quick Reference Guide - Supervisor

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Jun 10, 2009 ... ADI Time 10 Quick Reference Guide – Supervisors ... Type the ADI Time URL ( provided by your ADI Time system administrator) into your ...
Version 10 Revised 6/10/2009

Quick Reference Guide - Supervisor

ADI Time 10 Quick Reference Guide – Supervisors

Introduction The purpose of this guide is to teach you the most common functions of ADI Time so that you can get started right away. For more detailed instructions, click the Help link on any page of ADI Time for context-sensitive help information

Accessing ADI Time Type the ADI Time URL (provided by your ADI Time system administrator) into your Internet Explorer web browser to display the ADI Time login page. Type your User ID and Password and then click the Login button.

If an Invalid Login message appears, it may be due to one of the following reasons: •

You have not correctly typed in your User ID and/or Password. Click OK and re-enter them.



You do not have permission to use ADI Time. See your system administrator.

To exit the system, click Log Off on any page. Note - After a specified period of inactivity, ADI Time automatically logs you off from the system.

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ADI Time 10 Quick Reference Guide – Supervisors

Supervisor Features Home Page (Employee List) The Home tab opens the supervisor's home page, which allows you to view on one page your employee list, messages, the number of pending leave requests, exceptions, and both approved and unapproved time cards. This is the first page that opens when you log on to the application. If your organization uses the Punch on Login feature, click Home Page on the Login options dialog to open the home page. The Information section, when expanded, displays information regarding review/approvals requiring supervisor attention. The Exceptions area lists the number of Late Arrivals, Early Departures, and Absences recorded for “yesterday” and “today”. The Employee List page allows you to view and modify your employee information; click a column heading to sort on that column. The following fields are shown: •

Name: The employee's name. This is the default sort order.



Status: Whether the employee is currently punched IN or Out.



Next Sched. In Time: The next day and time that the employee is scheduled to work.



Department: The employee's home department (this field may have a different label depending on your system configuration).



Department ID: Unique identifier for this department.



Time Card: Click the Edit button in this column to view or edit the employee's time card.



Schedule: Click the Edit button in this column to view and/or edit the employee's schedule.



Profile: Click the View button in this column to view the employee's profile.

To specify a different pay period, click the pop-up calendar Go.

, select a pay period, and then click

If the employee information you want to view does not appear on screen, you can locate it one of two ways:



Specify Search On criteria—click and choose employee name or employee ID number. Enter the search string in the Find Employee box and click Go.

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ADI Time 10 Quick Reference Guide – Supervisors



Using the alphabet-bar at the bottom of the screen, click the first letter of the employee's last name to return employees who's last name starts with that letter. Click All to return all of your employees. Click # to return records that start with a number.

Note - If you enter only the first few characters of a search string prior to clicking Go, all employees having those characters in the specified search are returned. This is useful for narrowing down search results if you do not enter a specific search string. You can navigate to and from additional pages by using the page arrow buttons in the lower right-hand corner of the screen. The sort order remains the same through page browsing. To limit your employee list to a selected group of employees: 1. Click Filter. The Filter Criteria dialog appears. By default you are on the Supervisor tab. Note - The number of currently selected filters per filter tab is noted in parenthesis. 2. Specify your filter settings. Filters are available for Supervisor, Pay Group, Shifts, and Hierarchy. Click a tab to select the type of filter you want to set. 3. To sort any column, click on a column heading. 4. To activate a level filter, click anywhere on its display line. A check mark appears and the display line is highlighted. To activate all level filters, click the check box in the header row. 4. Click Save and Close

To Clear a Filter: 1. Click Filter. The Filter Criteria dialog appears. 2. Click Clear Filter. 3. Click Save and Close to close the Filter Criteria dialog.

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ADI Time 10 Quick Reference Guide – Supervisors

Employee Profile Viewing an employee profile 1. To open an employee profile, double-click anywhere on the profile's display line. If the profile you want to open does not appear on screen, you can locate it one of two ways: •

Enter the Employee Name (or first few letters of the employee's name) in the Find Employee box and click Go.



Using the alphabet-bar at the bottom of the screen, click the first letter of the employee's last name to return employee profiles that start with that letter. Click All to return all employee profiles.

You can also sort Employees by status. This is helpful if, for example, your company doesn't delete employee profiles from the system until they have been first been designated Inactive.



Click the drop-down list specific status only.

next to the Status box and choose Inactive to view by that

2. For complete information on the various tabs see the online Help. 3. Click Close

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ADI Time 10 Quick Reference Guide – Supervisors

Time Card Browse Exceptions The Browse Exceptions feature allows supervisors to locate employee time cards that are flagged with exception codes. 1. Click the Time Card tab and then click Browse Exceptions.

3. To change the filter date and/or exceptions, click Exception Filter Options. 4. Accept the default Current Pay Period, or click to change to Prior Pay Period. If you want to specify a specific date range, click Specified and use the pop-up calendar to enter a specific date range. 5. To specify exceptions, click Select Exceptions. The number of currently selected exceptions is noted in red. 6. Click to place a check mark next to the exceptions on which you want to filter. To select all exceptions, click to place a check mark next to Exception Code. 7. Click OK. Click OK again (if you opened the exception code look up) to close the filter options dialog. Your filtered time card exceptions results are displayed on the main screen. 8. To change the sort order, click a column heading. 9. If you want to edit a time card in an open pay period, in the Time Card column click Edit.

View/edit an employee's time card Supervisors can view and edit their employees' time cards. Permission to edit the time cards must first be granted. 1. Click the Time Card Tab. 2. If the employee time card you want to view/edit does not appear on the screen (List ), you can locate it one of two ways:

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ADI Time 10 Quick Reference Guide – Supervisors



Specify Search On criteria—click and choose employee name, employee ID number, or social security number. Enter the search string in the Find Employee box and click Go.



Using the alphabet-bar at the bottom of the screen, click the first letter of the employee's last name to return the time cards of employees whose last name starts with that letter. Click All to return all employee time cards.

Note - If you enter only the first few characters of a search string prior to clicking Go, all employees having those characters in the specified search are returned. This is useful for narrowing down search results if you do not enter a specific search string. 3. To view the time card, double click anywhere on the time card's display line. The employee's current time card opens in a new window. Note - The appearance of the time card varies depending on whether the employee's time entry is Punch Entry, Time In/Out Entry, or Bulk Entry.

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ADI Time 10 Quick Reference Guide – Supervisors

4. To display Time details for a particular day, click any cell in that day’s column at the top of the screen. 5. Enter or change any or all of the following details: •

Punch In/Out times. The time the employee punched In or Out.



Exceptions and overrides. Click the corresponding override codes.



Position. Click



Pay Type. Click



Activate the Freeze Exception feature by clicking to place a check mark next to Frx Ex. (Frz Ex protects the exception code you assign from being replaced by a system-generated exception.”



Reason Code. Click



Job ID. Click



Add or edit comments in the comments field.

to choose exception and

to select a position from the drop-down list.

to select a pay type from the drop-down list.

to choose a reason code from the drop-down list.

to select a Job ID from the drop-down list.

Entering time card data Punch Entry and Time In/Out Entry time cards 1. By default, the current pay period is displayed. If you need to enter data for a different pay period, click and, on the pop-up calendar, choose the pay period. You may also use the arrow buttons to scroll pay periods. 2. Click the Time In box under the day for which you want to enter data. Enter the start time for the day by typing the hour, minutes, an a for AM or p for PM (e.g. 8a for 8:00 AM or 415p for 4:15 PM). If you are entering both the start and end times, type the end time in the Time Out box.

3. To enter an exception code, click exception codes.

and in the pop-up dialog choose from the list of

4. After entering data, click Re-Calculate. The data you entered now appears in the Time Detail section of the screen.

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ADI Time 10 Quick Reference Guide – Supervisors

5. Use the Time Detail section to enter additional information. 6. Click Save to save your changes. Note - You are not able to record any changes if the time card has already been approved for the pay period or the system administrator has closed the pay period.

Entering a Miscellaneous Pay transaction Miscellaneous Pay adjustments can be made to a time card. Typical adjustments include sick time, vacation time, and jury duty. 1. To open the time card, double-click anywhere on the time card's display line. The employee's current time card opens in a new window. To specify a different pay period, use the pop-up calendar or arrow keys to enter that date.

2. On the tool-bar on the top of the time card, click Misc Pay. In the Miscellaneous Pay dialog enter the following information for each day on which you want to make a miscellaneous pay entry:



Day – Click



Pay Type - Select the pay type to which you want this Misc Pay entry assigned by clicking

and select a day from the Day drop-down list

and in the pop-up dialog choosing from the list of available pay types.



Hours or Amount - Enter either the number of hours in the Hours field (use decimals for partial hours, e.g. 8.25) or a dollar amount in the Amount field.



Position (optional) - Enter a position different from the employee's regular position by clicking



and in the pop-up dialog selecting the appropriate position.

Exception Code (optional) - Enter an exception code by clicking the ellipse button (…) and in the pop-up dialog choosing the appropriate exception code.

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ADI Time 10 Quick Reference Guide – Supervisors



Reason Code (optional) - Enter a reason code by clicking the ellipse button (…) in the pop-up dialog and choosing the appropriate reason code.



Job (optional) - Assign a job number by selecting the appropriate job. Note that, depending on your system configuration, this field is either a pop-up window with a list of Job ID's, or a window with a search feature.



Comments (optional) - Enter comments in the comments text box.

Note that User-defined fields (fields unique to your organization) appear to the right of the Comments field. Tip: You may use the Fill Down option on the menu bar to copy an employee's Misc. Pay for the following successive days by clicking on the check box adjacent to the record you wish to copy and selecting the Fill Down option. A dialog will display where you can select the number of days you wish to copy. Upon selecting the days the record is automatically displayed for the next successive days you have chosen. 3. Click Save to save the miscellaneous pay entry.

Approving a time card •

If supervisor approval is required you can select or clear the Supervisor Approved check box. Click Save to save your changes.



If employee approval is required and supervisor override is permitted by your organization, you can select or clear the Employee Approved check box on behalf of your employee. Click Save to save your changes.



If employee approval is required and supervisor override is “not permitted” you can view the employee approval setting, but you cannot change it.



If neither supervisor nor employee approval is required, these fields will not be displayed.

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ADI Time 10 Quick Reference Guide – Supervisors

Bulk Entry time cards 1. By default, the current pay period is displayed. If you need to enter data for a different pay period, click and, on the pop-up calendar, choose the pay period. You may also use the arrow buttons to scroll pay periods.

2. Select the Pay Type by clicking Pay Types.

and in the pop-up dialog choosing from the list of available

3. Enter the number of Hours worked for that pay type. To add hours to another pay type, click the Add button. To remove a display line, click to place a check mark at the beginning of the line and then click Delete. The running total of hours for all pay types is displayed in the Total column.

4. To assign a Position worked other than the employee's home position, click up box choose the position worked. 5. To assign an Exception Code, click exception codes.

and in the pop-

and in the pop-up dialog choose from the list of

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ADI Time 10 Quick Reference Guide – Supervisors

6. To enter a Reason Code, click the ellipse button (…) and in the pop-up box choose from the list of reason codes. 7. Assign a JobID by clicking the

and in the pop-up box select the appropriate job.

8. If you want to include Comments specific to that day, type your comments in the comments text box. 9. Click Re-Calculate to refresh the screen and view your changes. 10. Click Save to save your changes.

Note - You are not able to record any changes if the time card has already been approved for the pay period or the system administrator has closed the pay period.

Browse Approvals You can quickly view the status of your employees’ time cards in the Approvals area of the Information section (explained above). Here you will see the number of both approved and unapproved time cards for supervisor, employee, and employee/supervisor (both). To view the time cards of a particular status, click the corresponding number of that status. You can also click the Time Card tab and choose Browse Approvals: By default you will see the current pay period.

1. To view or change the approvals type and/or date for this query, click Approval Filter Options. 2. Click to place (or remove) a check mark next to one or more of the approval types for the time cards you want to view:

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Employee approval status = Unapproved



Employee approval status = Approved



Supervisor approval status = Unapproved



Supervisor approval status = Approved

3. Accept the default Current Pay Period, or click to change to a Prior Pay Period. If you want to specify a date range, click Specified and use the pop-up calendar range.

to enter a specific date

4. Click OK. Click OK again (if you opened the pop-up calendar) to close the filter options dialog. Your filtered approval results are displayed on the main screen.

Change the approval status of the displayed time cards If you have biweekly pay periods and the system is configured for weekly approval, the time card approval for the pay period is divided into Week 1 and Week 2. Otherwise, the approval will be "daily" (if the system is configured for daily approval), or for the pay period as a whole. In order to approve the time card for the pay period, both weeks must be approved. A subtotal line is displayed for each week for each time card. 1. You can change the supervisor approval status of a displayed time card by selecting or clearing the Supervisor Approved check box. 2. You can change the employee approval status of a time card by selecting or clearing the Employee Approved check box only if supervisor override is permitted. Note - Do not click the Page arrows (lower right of the screen) until you complete the next step; otherwise, your changes on this page will be lost. 3. Once you are finished making changes, click Submit. Your changes are reflected immediately. Note - A time card cannot be approved until all entries have been posted.

Edit the displayed time cards You can edit an unapproved time card by clicking its corresponding Edit Time Card button. If either the supervisor or the employee has already approved the time card, the approval must be removed before editing.

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ADI Time 10 Quick Reference Guide – Supervisors

Configure Proxy Supervisors can delegate time card review/edit/approval rights to other supervisor(s) using the Configure Proxy option.

1. Select the supervisor that you want to configure a proxy for. (Depending on your permissions you may not be able to assign a proxy for other supervisors.) 2. Select the Supervisor who will be the proxy. 3. Specify a Start Date and End Date. 4. Indicate whether the proxy may have permission to View, Edit, and/or Approve time cards. Note: Supervisor cannot delegate more authority than he himself has. For example, if the supervisor may view and approve time cards but not edit, then the proxy may view and approve but not edit. 5. Click Save and Close to save the new proxy.

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ADI Time 10 Quick Reference Guide – Supervisors

Logging In as a Proxy When a supervisor has been delegated proxy rights, he will need to select an option to tell the system that he is acting as a proxy INSTEAD OF operating with his own user profile/security role rights. This option is provided at the login - whether to access the system as a proxy or as themselves. When activated, the user accesses employees as if he was the delegating supervisor. Note: In the upper right hand corner where the user is identified, when logged in as the Proxy, the Proxy name will appear in brackets next to the user’s name.

1. When logging in as himself, the user selects “Continue as ” 2. The User may also select the supervisor for whom he is acting as proxy. The list includes only supervisors for whom he has been granted Proxy rights for the current day.

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ADI Time 10 Quick Reference Guide – Supervisors

Schedules Supervisors can view and edit their employees’ schedules. Note that permission to edit the schedules must first be granted.

View/edit an employee's schedule 1. From the Employee List page, click the Edit button in the Schedule column. This will display that employee's schedule for the current week or you can click the Schedule Tab.

2. To view a different week, click to view, and then click Go.

and using the pop-up calendar, choose the week you wish

3. You can now edit the schedule which is displayed with one column for each day of the week. 4. Choose the start day of the schedule. Click schedule and choose one of the two days.

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next to Start under the day you want to

ADI Time 10 Quick Reference Guide – Supervisors

Note - A choice for Start and Stop days is available, for instance, when a Start and/or Stop time spans across different calendar days. See (*) below for an example. 5. Specify the start time (cell under Start). Enter the hour, minutes, and a for AM or p for PM (e.g. 8a for 8:00 AM or 415p for 4:15 PM). Note that the system may be configured for a 24-hour clock. After entering the start time, either press the [Tab] key or click another cell (do not press the [Enter] key). 6. Choose the stop day of the schedule. Click

next to Stop and choose one of the two days.

7. Specify the end time (cell under Stop). 8. If the employee is scheduled to work a position other than his or her home assignment, click

next to Pos to select that position from the list.

9. If the employee is scheduled to work a shift other than his or her regular shift, click Shift to select that shift from the list.

next to

10. If the break rule for the employee's pay group is configured to use the schedule's break minutes to override the value in the pay group rule, type the number of break minutes in the Brk field. 11. You can create one to four schedule segments per day depending on your system configuration. 12. To repeat a day schedule for subsequent days, select the number of days from the list in the top center and click Fill.

drop-down

13. Click Save to save the schedule. Note - To delete changes made since you last saved your schedule, choose View > Refresh. Use this feature with caution; once you refresh, your changes are lost. (*) Sometimes a shift spans across two days: •

Scenario #1: If the employee is scheduled to start, for example, a Monday shift on Sunday evening, enter the information in the Monday column because it is a Monday shift. Set the Start day to the previous day (Sunday in this example) and the Stop day to the current day (Monday in this example).



Scenario #2: If the employee is scheduled to finish, for example, a Monday shift early Tuesday morning, enter the information in the Monday column because it is a Monday shift. Set the Start day to the current day (Monday in this example) and the Stop day to the next day (Tuesday in this example).

Scheduled days off are displayed with a green background.

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ADI Time 10 Quick Reference Guide – Supervisors

Schedule by Hierarchy Use Schedule by Hierarchy to display all employees from a selected hierarchy and then modify individual or multiple employee schedules.

1. On the Schedule tab click Schedule by Hierarchy. The Select Hierarchies page opens. 2. Enter the date you want to schedule in the Select Date box. You can enter the date manually, or simply click

to choose the date from the pop-up calendar.

3. Click to place check mark next to the hierarchy of the employees you want to schedule. To select all hierarchies, click the check box in the header row. 4. Click OK. A list of all employees from the selected hierarchies is displayed.

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5. To replace the employee's current schedule with a schedule from another week, click Load Schedule. To replace the employee's current schedule with a master schedule, click Load Master and choose a schedule from the pop-up list. If you choose to add a day schedule, you can repeat that schedule for subsequent days by selecting the number of days from the and clicking Fill.

drop-down list

Note - To clear the schedule for selected employees, see Deleting a Schedule. 6. Choose the Display information by clicking options from the drop-down list: •

First Schedule Segment



All Segments



Totals Only

7. Choose the Sort order of the list by clicking from the drop-down list: •

Total By Hierarchy



By Position, Total By Hierarchy



By Position, Shift, Total By Hierarchy



Total By Shift



Total By Position Within Shift

and selecting one of the following display

and selecting one of the following sort options

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ADI Time 10 Quick Reference Guide – Supervisors

8. To change a Start or Stop time, simply type over the existing time. Note - that you must have your Display View set to All Segments or First Schedule Segment in order to edit the schedule. 9. To add or change position or shift, click

to select the schedule from a list.

10. To enter or change break minutes, type the break minutes in the Brk field. Note that the break rule for the employee's pay group must be configured to use the schedule's break minutes.

Note To navigate to other pages, use the left and right page arrows on the lower right section of this screen. The current page number is displayed along with the total number of pages. You must click save before going to next page. 11. Click Save to save your schedule

Color Codes •

Green Background – This employee has an approved leave request for that day.



Blue Background—This employee has swapped a schedule with another employee on this day. An Audit button is also displayed; click this button to view details of the transaction.



Purple Background—These hours are scheduled in another department.

Schedule Icons The following icons may be displayed to the right of an employee's name: This employee is borrowed from another department This employee is a minor This employee is part-time

Add Employees to a Schedule Use the Add Employee function on the Schedule by Hierarchy page to add one or more employee to a department schedule. The employee name(s) added here display along with employee names already displayed for the selected department. 1. Click the Add Employees button. 2. In the pop-up list, click to place a check mark next to the employee(s) you want to add. To select all employees, click the check box in the header row. 3. Click OK.

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Delete Schedule The Delete Schedule function on the Schedule by Hierarchy page allows you to delete a schedule(s) for a selected employee(s) for a selected week period. 1. Select one or more employees by clicking the check box to the left of the employee's name. You can also click the box in the header row to select all employees on the current screen. Note - If you click the Next or Previous links at the bottom of the page, you will lose any selections you have made. 2. Click the Delete Schedule button.

Load Schedule The Load Schedule function on the Schedule by Hierarchy page allows you to copy a prior week's schedule to the currently displayed week for one or more employee. This will not overwrite any scheduled days off or swapped schedules. 1. Select one or more employees by clicking the check box to the left of the employee's name. You can also click the box in the header row to select all employees on the current page. Note - that if you click the page arrows at the bottom of the screen, you will lose the selections you have made. If you want to load a schedule for multiple employees across a number of pages, you must select the employees on the current page, load the schedules, click save and then click the Next page arrow to go to the next screen and repeat the process. To select all employees, select the Apply this action to all employees option. 2. Click the Load Schedule button. 3. Select a date from the pay period you are copying from. Click OK to copy the schedule. 4. Click OK.

Load Master Schedule The Load Master function on the Schedule by Hierarchy page allows you to build the selected employees' schedules based on a pre-defined master schedule. 1. Select one or more employees by clicking the check box to the left of the employee's name. You can also click the box in the header row to select all employees on the current page. Note - that if you click the page arrows at the bottom of the screen, you will lose the selections you have made. If you want to load a master schedule for multiple employees across a number of pages, you must select the employees on the current page, load the schedules, click save and then click the Next page arrow to go to the next screen and repeat the process. To select all employees, select the Apply this action to all employees option. 2. Click the Load Master button. 3. Select the appropriate master schedule from the Select Master Schedule page. 4. Click OK.

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ADI Time 10 Quick Reference Guide – Supervisors

Reports ADI Time provides a powerful, easy-to-use reporting interface. Most of the reports can be easily customized to return more specific information. You can also specify filter and grouping options, add or remove columns, reorder and resize columns, and much more. Flag a report that you run frequently as a favorite and all your report criteria is instantly available.

Running a report 1. Click the Report tab and choose the type of report you want to run. By default the list of Schedule reports is displayed.

2. To select a report on the list of available reports, click anywhere on a report's display line. The Selection Criteria screen opens. 3. Assign the Level Filters or Employee Filter on which to base your report. Note that available filters vary depending on the report selected. •

By default, All is selected for each available filter.



If you want to define a specific filter, click to select that filter, and then click the Select button. Here you can choose specific filter items. For example, in the Time Exception report you can select Department as your level filter then choose one or more specific departments. If you want to select all filter items, click the check box in the header bar. Click OK.

4. Click + to open the Filter Options dialog. Here you can further refine your criteria. For example, in the Time Exception report, you could specify a condition that supervisor is not equal to a particular supervisor. Your results in this case return data for all supervisors except the one you specified.



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Click

to select from a drop-down list the value for Field and Condition.

ADI Time 10 Quick Reference Guide – Supervisors



Click to search for records for Value. In the Find box enter a value for your search and click Go. Click to highlight the search result you want to use, and then click the rightarrow to make that your selected record. Click OK.

If you want to specify additional criteria, click Add Row. To remove selected rows, click Delete Row(s). To clear all selected Filter Options, click Reset. 5. Click + to open the Grouping Options dialog. Here you can structure the display of your data. For example, in the Time Exception report you could group your data by company, department, then employee name and specify the sort order for each grouping.



to select from a drop-down list the value for Summarize Information By, Sort Click Order, and Group Dates By (available only when a date field is selected in Summarize Information).



If you want to suppress details of a group, click to place a check mark in the grouping's corresponding check box. When you suppress details you can group data (e.g. by department) but not show all details (just totals).



If you want to apply a page break after a grouping, click to place a check mark in the grouping's corresponding check box.



If you want to suppress a heading selecting this option will suppress the heading for this grouping level.



If you want to suppress total lines selecting this option will suppress the total lines for this grouping level.



Click Group Info and use the arrow keys and up and down buttons to add, remove, and order the fields to be included in your search results. Click OK.

6. To run your report, click Run Report.

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User defined reports Think of user-defined reports as a collection of customized reports that have been saved for later and/or regular use.

To save a report as a user defined report: 1. Open the report you want to save as a user defined report. 2. Click Customize Report. 3. In the Common Tasks column click Report Properties. 4. Assign a name and description for the report. 5. If you want to share this report with other users, click to place a check mark next to Yes. Keep in mind that clicking Yes makes this report available to other users for both browsing and modification. 6. Click Yes to add this report to your Favorites list. Favorite reports are reports that you run most frequently. 7. Click OK. 6. Click Save Report. The new report is added to your list of user defined reports.

To run a user defined report: 1. On the Reports tab click User Defined. 2. To choose the report you want to run click anywhere on the report's display line. The Selection Criteria screen appears. 3. If you want you can change filter and/or grouping options. 4. To run your report, click Run Report.

Favorites Think of Favorites as quick, easy access to the reports that you run most frequently. The stock reports that can be customized as well as user defined reports can be saved as a Favorite.

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To add a report to your Favorites list: 1. Open the report you want to save as a favorite. 2. Click Customize Report. 3. In the Common Tasks column click Report Properties. 4. You may assign a name and/or description for the report. 5. Click Yes to add this report to your favorite reports list. 6. Click Save Report.

To run a report on your Favorites list: 1. On the Reports tab click Favorites. 2. To choose the report you want to run click anywhere on the report's display line. The Selection Criteria screen appears. 3. If you want you can change filter and/or grouping options. 4. To run your report, click Run Report.

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Leave Request When you click the Leave Request tab, your employees’ pending leave requests for the current month are displayed. Here you can view, make changes to, and/or approve or deny those requests. Employees receive email notification (if email notification is activated) of your decision. You may also view, for either a selected employee or all employees, approved and denied requests. You can also view your own leave requests. Note - the email notifications feature must be activated on the Schedule and Leave Requests Settings page. Your email address must be entered on your user manager and your employee’s email address must be entered on their employee profile screen. 1. Click the Leave Requests tab. All pending requests for the current month for your employees are displayed.

2. Click to highlight the row of the request(s) you want to either approve or deny. To select multiple requests, hold the Ctrl key. To select all requests, click the check box in the header row. Important! If there are additional requests, do not move to a new page until you complete Step 3; otherwise, your selections on this page are lost. 3. Click Approve to approve all selected requests; click Deny to deny all selected requests. Employees will receive email notification (if activated) of your decision and of any changes made. Once the day in which the leave is taken has been calculated, the Time Card will reflect the leave. Leave requests can also be approved/denied from the Month or Week page (next section).

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Adding a new request for an employee Prior to adding a new leave request you can check the employee's accrual balances which are displayed at the bottom of the screen. Also, note that the Future Leave Request column displays hours associated with future leave requests having the status of approved. 1. On the Leave Requests main page, click New Leave Request. The Leave Requests: New dialog appears.

2. Click

to select the employee from the pop-up list.

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3. Enter the Begin Date and End Date of the employee's leave request in the corresponding date box. You can enter the dates manually, or simply click up calendar.

to choose the dates from the pop-

Note - If weekdays and/or holidays do not factor into the employee's schedule and accruals balances, leave the Skip Weekend and Skip Holidays fields checked (default).

4. Click

to select a pay type from the pop-up list.

5. Click

to select a time off reason from the pop-up list.

6. Click

to enter the number of hours and minutes the employee is requesting per day. To

specify a time range, click to place a check mark next to Specific Time and then click select From and To times from the corresponding drop-down lists.

to

7. You can provide notes in the Comments box. If you do enter comments, select either Single Day to apply the comments to the first day in the date range or select All Days to apply the comments to all days. 7. Click Save and Close to save the employee's leave request as pending. Note - When entering a leave request for the current day or a day in the past, the employee’s available accrual time is checked to ensure that sufficient hours are available. If there are insufficient hours, the leave request is not accepted. When entering a leave request for a future day and there are insufficient hours, a warning message will appear but the request is accepted. Be aware that on the day the leave is to be taken, if the employee has insufficient hours they are not paid for the time off.

Modifying an existing request 1. Click the Leave Request tab. By default, current month pending requests for your employees are displayed. 2. To open the request you want to modify, double click anywhere on that request's display line. 3. Make changes to the leave request as needed. 4. You can enter or edit notes in the Comments box. If you do enter comments, select either Single Day to apply the comments to the first day in the date range or select All Days to apply the comments to all days. 5. Click Save and Close to save the employee's leave request as pending.

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ADI Time 10 Quick Reference Guide – Supervisors

Leave Request by Month View The Month View of the Leave Request page displays all of your employee's pending leave requests for one Month.

1. Click the Leave Requests tab 2. Click the Month link in the upper left hand portion of the screen. 3. By default, the current month’s pending requests are displayed. To view approved and/or denied requests, click to place a check mark next to that status and click View. 4. The name of leave requests as well as the request status is displayed on the calendar.

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ADI Time 10 Quick Reference Guide – Supervisors

Leave Requests by Week View The Week View of the Leave Request page displays all of your employee's pending leave requests for one calendar week.

1. On the Leave Requests tab click Week. The current week is displayed with your employee's Pending leave requests. 2. To choose a different week click that calendar week; to choose a different month click the arrows on the calendar 3. To view one or more other status requests, click to place a check mark next to approved and/or denied and click View. 4. Click a request link to view details of the request.

Approving/denying pending requests on this page 1. To approve or deny one or more pending requests, click to select each request or click the check box at the column heading to select all the requests. 2. Click either the Approve Checked button or the Deny Checked button. 3. Type a note in the Note field (optional).

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ADI Time 10 Quick Reference Guide – Supervisors

View/enter my own requests To enter your own leave request, click the Leave Request tab and then click My Leave Request. Follow the instructions in the Adding a new leave request for an employee section.

Preferences (Supervisors) Use Preferences to set the display and performance of the program to your liking. When you login, the program remembers your saved settings. Note - Selections available in Preferences are based on the permissions assigned to your security role. Not all options are available to everyone. 1. Click Preferences. The Set User Preferences dialog appears. By default the General tab is displayed.

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ADI Time 10 Quick Reference Guide – Supervisors

2. Set the calendar week begin date. Click Yes to set program display calendars to the pay period week. For example, if the first day of the pay period is Monday, program calendars display Monday as the first day of the week. 3. Set the default sort option on employee list. Click and choose employee name, department, or status as the default sort when you access your employee list. 4. Set the default view of supervisor home page on load. Choose to either show or hide the information section (messages, leave requests, exceptions, and approvals). 5. Set confirmation options. •

Confirm exit: Click yes if you want to be prompted before closing a page (e.g. an employee profile).



Confirm save: Click yes if you want to be prompted before saving changes to a page.



Confirm save on exit/change: Click yes if you want to be prompted to save changes to a page when you close the page without saving first. (Recommended)

6. If you want to change your password, type your current password, and then type your new password in both the New Password and Confirm Password fields.

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ADI Time 10 Quick Reference Guide – Supervisors

7. Click the Time Card tab.



Set the default view of time card on load - For each timecard section, select whether you want the default view to be expanded or collapsed. This just affects the default view; once you've open the timecard, you can expand/collapse any section.



Set the hours visible in hours summary - Choose to either show or hide the various types of hours worked.

6. When you are finished setting your preferences, click OK.

Revision Date 6/10/2009

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