Overview
The Job/Employee List displays Job and Employee information related to TeamTime which can be used to verify Employees or Jobs that have been downloaded from WinTeam to TeamTime.
The Employee List displays information based on the Employee Master File and Employee Classification. If the Hours are uploaded to Personnel Scheduling (based on the Classification, Additional TeamTime Information) the ABS/PS Employee column displays 'PS'. If the hours are uploaded to Timekeeping the ABS/PS Employee column displays 'ABS'.
Advanced Filter Options are available for the Employee Record Option.
The Job List displays information based on the Job Master File and TeamTime Job Attributes.
Standard grid functionality applies to this screen. For information on grid functionality see Understanding Grids and Using the Filter Row Feature.
Click the plus sign at the beginning of a grid row to view details.
Employee List options screen
Job List options screen
Key Functionality
Security
The TT Report Job/Employee List screen has its own Security Group, TT Report Job/Employee List.
The TT Report Job/Employee List screen is part of the TT Reports ALL Security Group.
Tip: For more information see Security Groups Overview and Security Groups By Module.
Location and Company Security apply to this screen.
Record Options
Select the Employee or Job List.
Job Tier
Select a Job Tier to filter by Tiers.
Double-click in the Job Tier field to display the Tier Template.
You can filter the report using tier which makes it easy to create a specific report each time you need one without recreating the criteria. See Using Tier Templates and Using Tier Parameters for more information.
Advanced Filter Options
Advanced Filter Options are available when using the Employee Record Option.
Click the Advanced Filter Options button for additional filtering options.
When using Location Security, the system will only return records for the selected Location's employees. However, the selected Location employee records may be other Location Jobs.
Example: A User with Location 2 Security will see Location 2 employees at Location 1 Jobs.
When using Company Security, the system will only return records for the selected Company's employees. However, the system will only return records for the selected Company's employees.
Example: A User with Company 1 Security will see Company 1 employees at Location 2 Jobs.
Category/Records
Employees
Use the Employees category to select the Employees to include on the report.
Select All to include all Employees on the report.
Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.
Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.
Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.
Supervisors
Use the Supervisors category to filter the report by Supervisors.
Select All to include all Supervisors.
Select Pick to select the Supervisor(s) to include.
Companies
The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.
Select the Companies to include on the report.
Select All to include all companies on the report.
Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.
Note: When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.
Locations
The Locations category is available for Clients using the Multi-Location feature.
Use the Locations category to select the Locations to include on the report.
Select All to include all Locations on the report.
Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.
Classifications
Use the Classifications category to select the Classifications to include on the report.
Select All to include all Classifications.
Select Pick to define specific Classifications for the report. When you select Pick, the Classifications list displays. Select the check box next to each Classification to include on the report.
Employee Types
Use the Employee Types category to select the Employee Types to include.
Select All to include all Employee Types.
Select Pick to define specific Employee Types. When you select Pick, the Employee Types list displays. Select the check box next to each Employee Type to include.
Refresh button
Click Refresh, or press ALT + R to update the grid after applying filters.
Employee grid
Field Chooser
Use the Field Chooser to select the columns to display in the grid.
Employee Detail grid
Field Chooser
Use the Field Chooser to select the columns to display in the grid.
Job grid
Field Chooser
Use the Field Chooser to select the columns to display in the grid.
Job Detail grid
Field Chooser
Use the Field Chooser to select the columns to display in the grid.
