Timecard Dashboard

The Companies and Pay Periods available are limited based on the permission assigned to the Timecard Admin in Admin Roles (Admin > Admin Roles).

In the Pay Period dropdown you can select a Pay Period from the following sections:

• Active Portal Batches: These batches were opened from the portal, either automatically or manually. In parentheses is the PR Timecard Entry batch number and the VA username of the user who opened the batch from the portal.
  Note: If the batch was automatically opened the server name will appear as the user who opened the batch.
• Active Pay Period – Closed Batches: These pay periods were opened in the portal but are now closed. In parenthesis is the batch number of the previously closed batch and the VA username of the user who opened the batch.
• Active Portal Period – No Portal Batches: These pay periods are open in Vista but do not have a batch.
• Closed Pay Periods: These batches were opened in the portal and are now closed. Timecard Admins can see details of the past cards but cannot modify them.

This filter allows you to filter by the Timecard Template.

• If you are using the Mobile App, this will allow you to filter to the timecard lines submitted by a Mobile user on a specific day (shown in a Grid Timecard).
• If you are using Field Tickets, this will allow you to filter by timecard lines entered/submitted on a ticket.
• If you are entering time on a Grid Timecard, you can filter by timecard templates.

If you select the Batch Action button when the Pay Period selected is an Active Pay Period – Closed Batch or Active Portal period – No Portal Batch, you will be able to select Open New Batch. If you select Batch Action on an Active Portal Batch, you will be able to do the following:

• Lock All Employees: This will prevent users from editing timecards in the portal for non-submitted timecards. This process can also be set up automatically by configuring portal setting Hours from 12:00 AM to Close the Portal on the PR End Date. When the portal is locked, the Allow Entry? column shows this icon:
  Tip: To allow certain employee groups (such as admins or approvers) editing capabilities in a locked timecard, enable the advanced portal setting Employees who can edit time when batch is locked.
• Unlock All Employees: If you have locked your portal (preventing users from modifying unsubmitted timecards) this action allows you to unlock them.
• Send Email Reminder: Allows you to send reminder emails to users who have not yet submitted their timecards (Remind Unsubmitted), to managers who have not yet approved the timecards assigned to them (Remind Managers), or to employees and managers at once (Remind All). Emails are sent to managers once every 24 hours based on portal settings found under Admin > Portal Settings > Email Configuration > Timecard Settings.
• Export Submitted Timecards (PDF): Creates a PDF of all submitted timecards. This option is also available for closed (processed) pay periods. Timecards that were submitted will include the signature (if enabled) and who approved the timecard (if approved).

  If there are more than 100 timecards to be included in a report, the report is generated in the background and automatically emailed to the address listed on the Export Timecard modal.

  Note: Timecard Admins can choose to order exported timecards by either Employee Number or Last Name, First Name in the generated report.
• Export Submitted Timecards (ZIP): Creates a ZIP folder of all submitted timecards. This option is also available for closed (processed) pay periods. Timecards that were submitted will include the signature (if enabled), and who approved the timecard (if approved).

  If there are more than 100 timecards to be included in a report, the report is generated in the background and automatically emailed to the address listed on the Export Timecard modal.

  Note: Timecard Admins can choose to order exported timecards by either Employee Number or Last Name, First Name in the generated report.
• Create Lines from Clock-Ins: This feature is available only if you have enabled the ability to create submitted / unsubmitted timecard lines from clock-in entries. For more details on this process, see Configure Line Type Entry on Clock In.
• Export Timecard Audit (PDF): Creates a PDF version of the audit report of all timecard lines per submission status per employee.
• Export Timecard Audit (XLS): Creates an Excel version (.xls) of the audit report of all timecard lines per submission status per employee.

Allows you to easily filter your dashboard to display timecards in the following categories:

• Disputed Time Only: If you have enabled users to be able to sign their timecards, they will have the option to mark yes or no to a submission acknowledgment. If they have marked no, you will be able to filter to these timecards and see the notes entered with this filter option.
• Submitted Without Signature: Allows you to view any timecard that was submitted without a signature.
• Unlocked Time Only: Allows you to see all unlocked timecards.
• Locked Time Only: Allows you to see all locked timecards.

The dashboard allows you to see all timecards entered for each employee. The Actions column allows you to perform several actions on any timecard per employee.

• Lock: prevents user from editing a specific timecard.
• Unlock: if you have already locked the batch or a specific card, you can unlock a timecard.
  Note: Time entered in the portal is always editable in the Vista batch. Locking and Unlocking is specifically for the portal.
• Submit: if a timecard has not yet been submitted, you can submit the timecard. This will allow those assigned to approve the timecard.
• Clone: allows you to clone from a previous timecard. If lines currently exist on the timecard, they will be overwritten.
• Clear: clears all time from the card for this user.
• Remind: sends a reminder to the user, if the timecard is not submitted, or a reminder to the approver if time is not yet approved.
• Reviewers: allows you to see each person assigned as the Manager and where the assignment is made.
• Change Batch: allows you to move the time entered into another Vista Batch. The batch must already exist in Vista for the same pay period and payroll group. After time is moved out of the portal batch, it is no longer accessible in the portal.

• A green checkmark means the template is unlocked.
• A red cancel icon means the template is locked.

• A green checkmark means that the card has been approved by the timecard manager.
• A gray checkmark indicates that the manager approval was triggered but no manager is assigned.
• A red x indicates the timecard is not approved but a manager is assigned.
• A gray x indicates that the timecard is not approved and no manager is assigned.

The Job Approval column will only appear if Job Approval has been enabled. For details, see Configure Job Approval.

• A green checkmark means all time entered on job lines has been approved (there is no unapproved time).
• A red x means that the timecard has unapproved time entered on job lines (time has not been finalized or confirmed).
• A blank column either means that there are no job lines, or Job Approval is not assigned.

To see details of what jobs lines are approved and which jobs are awaiting approval, select the icon in this column.

The Leave Audit Column allows you to cross reference leave that was entered on a Timecard and what was approved in the Time-Off module. This column only appears if it has been enabled, see Timecard Initial Setup for more detail.

• A red negative number indicates a user entered more time than they had approved by their Time-Off Manager.
• A green positive number indicates a user did not enter all their approved time off.
• A zero indicates either the leave entered was approved or no leave was entered.

• A green checkmark indicates that the timecard has been submitted. To see who submitted the timecard and when, select the history button.
• A red x indicates that the timecard has not been submitted.
• A red arrow indicates that the timecard was rejected. If you select it you can see who rejected the card.