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 Time > Employee Summary from the Main Menu.

The page can include the following columns for all of the employees in your employee group. Click refine on the right side of the grid to select the columns to display.

  • 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 in the column header to filter the values:

  • 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.
Note: If you select Ascending, an up arrow appears in the heading and if you select Descending, a down arrow appears in the heading.

Use the Employee Summary page

  1. Click Tap Select Timeframe .
  2. Click Tap Select Hyperfind to select the appropriate search criteria.
    Note: As necessary, you can click tap Refresh from 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.
  3. Select one or more check boxes next to Employee Full Name or click Select All to select all employees listed.
  4. 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:

To review the group edit, go to Dataviews & Reports > Dataviews from the Main Menu.

Indicators

Select All — Selects all employees. After you select all employees, the action toggles to Unselect All.

Open Selected — Opens the Employee Timecards page so you can review complete timecards for the selected employees.

Refine — Opens the Refine panel so you can sort, filter, group, and calculate the values.

Approve — Approves the time of the selected employees

Remove Approval — Remove 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

Add Paycode — Opens the Add Paycode panel so you can add a paycode to the selected 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

Select All — Selects all employees. After you select all employees, the action toggles to Unselect All.

Open Selected — Opens the Employee Timecards page so you can review complete timecards for the selected employees.

Approve — Approves the time of the selected employees

Add Paycode — Opens the Add Paycode panel so you can add a paycode to the selected employees.

More Actions — Select this option to access the following options.

  • 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

The Main Menu is used to navigate the system, switch roles, and manage personal settings.

When the Main Menu is opened, focus lands on the Close button. Keyboard focus is trapped within the Main Menu until it is closed. To close the Main Menu, navigate to and activate the Close button, or press Esc.

The features in the Main Menu include:

  • Employee Settings
  • Edit Profile
  • Sign out
  • Navigation Search
  • Navigation menu of user-enabled features

Use the Tab and Shift + Tab keys to navigate between these top-level items.

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

The Search field is the first element in the navigation menu. As you enter text in the Search field, the menu items are filtered and the screen reader announces the number of results. A Clear Search button becomes enabled once you have entered text into the Search field. Search results are displayed. If the search finds a submenu item, the top-level item is also displayed. For example, if you search for “emp,” the matching submenu Employee Summary is displayed as well as its associated top-level item, Time.

Menu Item Navigation

  • The up and down arrows, as well as Tab and Shift + Tab, navigate through the top-level menu items. When the last top-level item has been focused, the next Tab or arrow moves focus back to the first top-level menu item.
  • Press Enter or right arrow to expand a top-level menu item and put focus into the submenu.
  • If a submenu is already open, press Tab to move focus from the top level item into the submenu.
  • Submenu items navigate to a new page and are identified as links.
  • The up and down arrows navigate items in the submenu and wrap to keep focus within the submenu.
  • Press Shift + Tab to move focus out of a submenu to its associated top-level item. Press Tab within a submenu to focus the next top-level item. The submenu remains open.
  • Press left arrow within a submenu to close the submenu and focus the associated top-level item.
  • Press Tab or down arrow to move from the search input into the top-level menus.
  • Press Shift + Tab to move from Home menu item back to the search, or to clear the search button if it is enabled.

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.