Filtering the Staff Log

Filtering the Staff Log

View Log, Review Log and Approve Log Managers can navigate to the Staff Log Summary screen to view, review and approve the Staff Logs for their staff members and/or the cost centers that they manage based on their security settings and filter option selections.

The Staff Log Summary is divided into two sections: Managed Staff and Non-Managed Staff. A Staff Log card will appear under Managed Staff if you are that staff's manager for any reason (as a primary, department or backup manager.) A Staff Log card will appear under Non-Managed Staff if that staff has hours logged in a payroll cost center that you manage (but you are not the staff's manager).

You can filter the Staff Log screen to access the Staff Log cards that either need to be approved or have flags that need to be reviewed (To Do), the Staff Log cards for all active staff for the current week (Current Week) or historical Staff Log cards for a specified week or staff member. Additionally, you can filter the Staff Log cards based on whether you are the Primary or Department Manager for the staff or if you are a Backup Manager covering another manager's workload.

Task:

To find the Staff Log card you want to open:

  1. Click Staff Log in the menu.


    Step Results: The Staff Log screen opens.

  2. Select the filter icon.

    Step Results: The filter choices appear.

  3. Select the appropriate filters and click Done.

    Step Results: The appropriate Staff Log cards will appear. If you manage the staff their Staff Log card always appears under the Managed section. If you do not manage the staff, but they picked up hours in a cost center that you manage, their Staff Log cards will appear in the Non Managed section.

  4. Enter a staff name in the search, if desired.
  5. Select the Staff Log for the appropriate staff and week (there can be more than one card per staff).

  6. Select the left and right arrows next to the date to navigate week-to-week, if you are not in "To Do" mode.

    If you are in "To Do" mode the arrows will take you to the next or previous Staff Log in your To-Do list instead.

  7. If you are not in "To Do" mode, select the down arrow next to the staff's name in the breadcrumbs to switch to another staff for the same week you are on.

    If you are in "To Do" mode select the down arrow next to the staff's name (week) in the breadcrumbs to switch to another log in your to-do list.

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