Employee Summary page
The Employee Summary page is a Dataview that enables you to review the overall status of your employees' timecards.
To access the Employee Summary page, select
from the Main Menu.The page can include the following columns for all of the employees in your employee group. Click refine
- Employee Full Name
- Employee ID
- Actual Hours
- Actual Days
- Scheduled Hours
- Scheduled Days
- Projected Hours
- Projected Days
- Employee Approval Count
You can also select Show Filters Row to filter the contents. (This selection toggles with Hide Filters Row.) For more information about the filters row, see Refine timecards.
Depending on the column, you can click the down arrow
- Columns that contain alphabetical data only — Sort (ascending or descending), hide the column, group by the column, or display a count at the bottom of the listing.
- Columns that contain numerical data — Sort (ascending or descending), hide the column, generate a maximum, minimum, average, or summation of the values at the bottom of the listing.
Use the Employee Summary page
-
Click Tap
Select Timeframe
. -
Click Tap
Select Hyperfind
to select the appropriate search criteria. Note: As necessary, you can click tap Refreshfrom the upper right corner of the workspace to refresh the timecard data, while retaining the selected employee, timeframe, and Hyperfind. If you click tap the browser's Reload button, the page returns to the default timeframe. - Select one or more check boxes next to
Employee Full Name or click
Select All
to select all employees listed. - Select one or more check boxes next to
Employee Full Name and
click tap
Open Selected
or click tap Select All . To search for specific employees, click tap Filter
and select Show Filters Row. Two sets of boxes display in each column. The first box is a filter and the second box is a search box. If more than the listed employees are available, scroll to the bottom of the page until all employees are loaded.
To clear all the selected names, click tap Unselect All
.
You can either can review timecards individually for the selected employees or make edits to all of the selected employee timecards (called "group edits"). To make group edits for the selected employees, use the indicators in the actions bar to:
- Approve timecards
- Remove approval
- Sign off timecards
- Refine columns
- Add punches (hourly timecards only)
- Add paycodes
- Enable edits
- Make historical edits
To review the group edit, go to
from the Main Menu.Indicators
-
Refine — Opens the Refine panel so you can sort, filter, group, and calculate the values. -
Remove Approval — Removes the approval of the selected employees -
Sign-Off — Signs off the time of the selected employees -
Remove Sign-Off — Removes the sign-off of the selected employees. -
Add Punch — Opens the Add Punch panel so you can add a punch to the selected hourly employees -
Calculate Employee Totals — Opens the Calculate Employee Totals panel. Enter the start date to re-total the selected employees' time. -
Enable Edits — Enable edits after signoff for all selected employees. Note that the employee must all have the appropriate rights in his or her function access profile -
Collapse — Hides the Timeframe Selector, Hyperfind Selector, and Refresh indicators to save space. To restore them, tap Expand
Timecard summary page accessibility
You can access the following parts of the timecard summary page with an NVDA screen reader.
Timeframe selector
- Press Tab to open the Timeframe Selector menu.
- Press space to expand the drop-down.
- Use the arrow keys to select a timeframe.
- Press space or Enter to select. While in the selections list, press Tab to access the date range button. Press Enter to activate.
- Edit fields containing start and end dates are presented by pressing Tab to access these fields. Use the arrow keys to change the dates in the Start Date and End Date fields.
- Press Tab to access the Cancel and Apply buttons and press Enter to activate.
- Press Tab to access the Previous and Next buttons to progress through pay periods without having to select from the Timeframe Selector menu.
Hyperfind selector
- Press Tab to get to the Hyperfind selector link.
- Press space to activate the link to launch a searchable edit field.
- Press Tab to get to the options list.
- Use the up and down arrow keys to traverse the items and press Enter to select.
- With focus on an item, use the left and right arrow keys to discover if an item can be edited or deleted.
- Press Tab to access a find-by-location link.
- Press Enter to activate.
A dialog box opens that contains a search field, additional fields containing dates that can be changed, and a business structure selector.
Press Tab to get to the Cancel button to exit this dialog box.
Action bar
- Press Tab to get to the action bar containing a row of buttons.
- Press space to activate the available buttons. This activates a dialog box or presents a list of options that you can navigate by using the arrow keys and pressing Enter to select.
- To make all buttons available, select one or more rows from the table.
- When buttons are disabled, they are skipped when using the keyboard and not announced when using NVDA.
Note: Some buttons may be focused and announced as unavailable.
Main Menu
Employee Settings
Employee Settings is available if you have multiple roles or work in a company with multiple Employer Identification Numbers (EIN) and need to switch between them.
Activate Employee Settings by pressing space or Enter to expand the section. This reveals the Roles section and EIN section.
Roles
If necessary, expand the Roles section by pressing space or Enter. Your available roles are implemented as a list of buttons. Press Tab or arrow through the list of roles. Activating a role immediately closes the main menu and reloads the home page with the features and permissions of the new role.
Edit Profile
Press Enter to activate Edit Profile. A new Edit Profile page opens where you can manage the following:
- Password
- Picture
- Settings
- Locale
These topics are implemented as tabs and tab panels. Navigate between them using the up/left and down/right arrow keys. Open or close a section using space or Enter key. Only one section can be open at time. Navigate within a section using Tab and Shift + Tab.
- Arrow keys move between the top-level items, such as Change Picture and Reset Settings.
- When an item is expanded, you can tab through the interactive contents in the panel. Pressing Shift + Tab from the first interactive element in an open panel puts focus on the top-level item. For example, with focus on the Upload button, press Shift + Tab to put focus on Change Picture.
- When focus is on the last interactive item in an open panel press Tab to put focus on the next top-level item.
Menu Navigation
Tiles
You can access many of the most important actions in the system through tiles on the Home page. These tiles may include access to leave, time card information, punching in and out, notifications, and other functionality. The tiles you can access are determined by your organization.
Tile appearance
Tiles may appear in two different forms. If you are on the desktop, and Zoom is set to 200% or less, the tiles appear on screen with all content within them visible. If you are on mobile, or if the browser Zoom has been increased to more than 200%, the tiles visually appear as large buttons containing the name of the tile, and a decorative image. In either case, the tiles can be tabbed to, and any screen reader will read the name of the tile, followed by its state. For instance, “My Time Off Tile, 1 of 5, button collapsed”.
Navigating between tiles
Tiles are displayed on the Home page and you can Tab to them. Press Shift + Tab to go back to a previous tile. When you find the tile you want to interact with, press Enter or space to expand or enter the tile. Screen readers will announce Expanded, and focus is placed on the first interactive element in the tile. To collapse or leave a tile and return to where you can navigate between them, press Esc.
Navigating and reviewing information within tiles
Once you have entered a specific tile, you can navigate between interactive elements using Tab and Shift + Tab.
Tiles contain many different element types. Many of these elements are also found in other portions of the application. In general, you can navigate and interact with the following tile elements using the same methods throughout the system.
- Buttons usually perform an action within the tile itself and can be activated with Enter or space. In some cases, buttons may also take you to another page within the system. They can also frequently open sliders with further options and controls.
- Links are intended to take you somewhere else in the application, such as to the full-featured page related to the tile. You can activate links with Enter.
- List boxes can be opened with Enter or space. Use the up and down arrows to select the option you want, and press Enter to choose it. This closes the List box containing the option you chose, and you can Tab to the next element.
- Toggle buttons can be activated or deactivated with Enter or space. These buttons toggle an option from Yes to No or from enabled to disabled.
Not all content in a tile is interactive. When reviewing a tile with a screen reader, you can return to browse mode (NVDA) or Virtual PC cursor mode (JAWS) to read non-interactive content. When in this mode, try your screen reader’s quick access commands, such as “H” for heading.
Control Center
- To activate the Control Center notification icon in the top navigation bar, press space or Enter. The icon will expand to list the notifications. Tab through the individual notifications in the list and use the corresponding buttons to perform one of up to three displayed, available options. Press Enter on the entire card to open the notification item in the Control Center. Press Escape to close the panel.
- To access all notifications within the Control Center landing page, press space or Enter on the View All Notifications button or on a notification card.
- From the Control Center landing page, press Tab to access the action bar, category menu to the left of the notifications view, and to access the Details panel to the right of the notifications.
- Press Tab to access the Notification Categories list and use the arrow keys and Enter to navigate through and select an option to update the notifications list. The notifications are presented as a list located in the center of the page. Use the arrow and Tab keys to navigate through each of the notifications.
- Press Tab to view details and press space to select and deselect check boxes associated with notifications. After selected, details are updated in the Details panel and notifications can be approved, refused, or deleted from this panel or the action bar.
- Press Tab twice to access the primary details associated with each notification and press Enter to place focus on the Details panel.
- Press Enter on the Back to List button within this panel leads back to the last selected notification within the list.
- A filter drop-down menu contains options associated with specific types of notifications. Press space to expand, use the up- and down-arrows to navigate, and press Enter to select and collapse the drop-down.
- There are additional options to refine the notifications list by selecting a time period from the timeframe selector menu and selecting a Hyperfind from the Hyperfind menu. By default, these are set to None.