Daily Floor Check Criteria

Select the function of the supervisor from the drop-down box. The available selections depend on the rights that you have as a supervisor in the system. The default value is "Select," if you have more than one functional role. If you only have one functional role, that role will be the default.

Your selection determines which groups display in the group list. For example, if you have a primary supervisor function set up in your Functional Roles screen and select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list. Please see the "Functional Roles" section of the Getting Started Guide for more information.

The groups are listed in alphabetical order. If you have not chosen a group and you select the Execute pushbutton, the system will display the following error message: "No employee groups are selected."

Use the Select All pushbutton to select all displayed groups. Once you have made a selection, the pushbutton will become Deselect All. To select a row, highlight the row using a left mouse click.

The class list displays all classes set up in the system. They are listed in alphabetical order. If you have not chosen a class and you select the Execute pushbutton, the system will display the following error message: "No classes are selected."

Use the Select All pushbutton to select all displayed classes. Once you have made a selection, the pushbutton will become Deselect All. To select a row, highlight the row using a left mouse click.

Select the field that you wish to use as the primary sort field in the Results tab and on the report. The available options are:

Employee Name
Timesheet Class
Floor Check Status

The default value is "Employee Name."

Select the field that you wish to use as the secondary sort field in the Results tab and on the report. The available options are:

Employee Name
Timesheet Class
Floor Check Status

Because the Primary and Secondary sort fields cannot be the same, the two available options here will be those not selected in the Primary field. The default value is "Timesheet Class."

Select this checkbox to include employees who fail the floor check. Employees fail the floor check if they are scheduled to work on the selected date but do not have cell entries for that date. This checkbox is checked as the default.

Select this checkbox to include employees who pass the floor check. Employees pass the floor check if they are scheduled to work on the selected date and have cell entries for that date. This checkbox is unchecked as the default.

Select this checkbox to include employees who are not scheduled to work on the selected date. This checkbox is unchecked as the default.

Select the Execute pushbutton to load and display the Results tab with the employees that meet the selected criteria.

If the system finds no employees that meet the criteria, it will display the following error message: "No results found."

For an employee to have a "Failed" status on the daily floor check (with the Failed checkbox selected in the Filter group box), the following conditions must be met:

Employee is a member of the selected employee group.
Employee is a member of the selected class.
Employee is active.
Employee has access to Deltek Time.
Employee has a hire date on or before the selected date.
Employee does not have a termination date before the selected date.
Employee's work schedule has scheduled hours for the selected date.
Employee does not have any timesheet cell entries for the selected date.

For an employee to have a "Passed" status on the daily floor check (with the Passed checkbox selected in the Filter group box), the following conditions must be met:

Employee is a member of the selected employee group.
Employee is a member of the selected class.
Employee is active.
Employee has access to Deltek Time.
Employee has a hire date on or before the selected date.
Employee does not have a termination date before the selected date.
Employee's work schedule has scheduled hours for the selected date.
Employee has timesheet cell entries for the selected date.

For an employee to have an "Off" status on the daily floor check (with the Off checkbox selected in the Filter group box), the following conditions must be met:

Employee is a member of the selected employee group.
Employee is a member of the selected class.
Employee is active.
Employee has access to Deltek Time.
Employee has a hire date on or before the selected date.
Employee does not have a termination date before the selected date.
Employee's work schedule has no scheduled hours for the selected date.

Enter a unique identifier for the parameters in the database. This value must be unique.

Enter a short description of the parameters.

If you select this checkbox, anyone who has access to this screen will be able to use the parameters.

Select this checkbox to have a report printed when the parameters are used in a scheduled process.

If you select this checkbox, workflow notifications will be sent when the parameters are used in a scheduled process.

Select this pushbutton to save the parameters.

Select this pushbutton to abort saving the parameters.

Note: A few of the screen values may NOT be saved in the manner you expect.

Date - The date the floor check is run is saved with the number of days relative to the current day. For example, if you save a floor check parameter for the previous day, the system will save a negative "1" as the parameter. Then, if you use the parameter two weeks later, the process will be run for the previous day.

Group - If you selected all the groups, the system will note that all were selected. Then, if you gain access to three new groups, the parameters will select all your current groups, including the three new ones, based on the functional role.

Class - As with groups, the system will note whether you selected all classes.

Criteria

Group

Sort

Filter

Save Parameters

You can save the criteria and options in this screen for later use in this screen or for a scheduled process. When you select Save, the system will display the Save Parameters dialog to gather miscellaneous details about the parameters.

Criteria

Group

Sort

Filter

Save Parameters

Options