Time Entry - Split View


Updated 04/11/2023


The Time Entry Split View displays all of the transactions for each employee in a given accounting period. It is best to use split view when entering daily time. 
The details of those transactions are laid out in the Split View grid.



Create a batch that is open and active. See the Time Entry - Batch article for more information. 



Access Time Entry - Split View

  1. From the Main Menu, navigate to Back Office > Time Entry.

  2. Select an accounting period from the Account Period drop-down menu.

  3. From the sub-menu, click Split View



Organize Split View

When Split View is first opened, all of the transactions display alphabetically by the employee's last name, and then by the calendar date worked.

The grand summaries for all hours columns are located at the bottom of the grid.

Split View can be organized by grouping and filtering the transactions. This makes it easy to view specific groups of information and make changes.



Grouping Transactions


Create a Group

  1. Select a column to group the transactions by.

  2. Click on the column header.

  3. Drag the column header into to the Grouping Area directly above the columns where it says "Drag a column header here to group by that column." Collapsible categories will appear in the grid. 

  4. Click the + to the left of the category name to expand the section.


Add Additional Groups

  1. Follow steps 1-3 in the Create a Group section above to add another item to group by.

  2. The relationship between the groups will appear at the top of the window in a parent/child format. 

    The group/column header shown at the top of the Grouping Area is the first set of criteria used to group the data. The child group/column header is the next set of criteria used to group the data. Click the + button to reveal the grouped data. 

  3. Drag the columns until the data is grouped as expected.

Remove a Group

  1. Click the column header in the Grouping Area that should be removed.

  2. Either drag the column header down and insert it in between two other column headers or move it above toward the top of the application and let go when the black X appears. Both of these will remove this column from the grouped view.


Filter Transactions

  1. Locate a column that contains the data that should be filtered.

  2. Either enter a filter keyword in the blank space directly under the column header or select a value from the drop-down menu.

  3. Once selected, the filtered data will display. 


Time Entry Field Chooser

The field chooser menu controls what information and columns are displayed in the search results. Columns can be clicked and dragged to display in any order. The columns available in Time Entry - Split View are described alphabetically in the table below. 


Using the Time Entry Field Chooser

  1. Locate the field chooser icon, fieldchooser_icon.PNG,  in the upper left corner of the screen. The field chooser screen will display.

  2. Place a checkmark next to the columns/fields that should be included in the grid. For more information on the columns/fields that can be added, see the Field Chooser Descriptions table below. Once checked, the column will display immediately.

  3. When all of the columns/fields have been added, click the 'X' in the corner to close the window. 


Field Chooser Descriptions

The following columns and fields can be added and viewed in the grid.

Field Description
Assignment ID Identification number for the assignment attached to this transaction.
Batch ID Identification number for the batch attached to this transaction.
Batch DT Hours The number of hours being billed at the double-time rate.
Bill DT Rate The rate at which double-time hours are being billed.
Bill Hours The number of hours being billed at the regular rate.
Bill OT Hours The number of hours being billed at the overtime rate.
Bill Rate The regular rate at which the client is billed.
BO OT Rate The rate at which overtime is billed.
Branch Branch associated with the transaction.
Customer Name Sorts data based on the customer associated with the transaction.
Daily Extra Attach additional information for a particular day.
Date Worked The calendar date of the day the work took place.
Department Name Customer department where the employee is working.
DT Hours The number of double-time hours.
DT Rate The rate at which double-time is paid.
Employee Full name of the employee.
Employee ID Employee's identification number.
External ID Identification number for outside entity.
Instant Pay

Click the instant pay icon to immediately issue payment to the employee.


Job Title The employee's job title.
Order ID Identification number for the order attached to the transaction.
OT Hours The number of overtime hours worked by the employee.
OT Rate The rate at which overtime hours are paid.
Rate The rate at which regular hours are paid.
Reg Hours The number of hours at the regular rate.
Shift The shift that the employee worked (i.e. first, second, third, etc.).
SSN The employee's Social Security Number.
Week Worked Accounting period for the work week.



Enter Time

Daily time can be entered per transaction, or reg time can be entered for multiple transactions on a specific date. 


Enter Daily Time Per Transaction

  1. Navigate to Time Entry > Split View using the steps in the Access Time Entry - Split View section.

  2. Locate the transactions that need to be updated. Use the Options menu to sort by date worked, if applicable to the situation. 

  3. Enter hours manually in the Reg Hours column.

  4. Press the Tab button on the keyboard to save the time entered for a transaction and move onto the next line.

  5. Repeat steps 2-4 until time has been added for all transactions.


Enter Reg Time for Multiple Transactions

  1. Navigate to Time Entry > Split View using the steps in the Access Time Entry - Split View section.

  2. Click Options to open the Options menu.

  3. This step is optional: Click 'the Pin' to prevent the Options menu from collapsing while you add information.

  4. In the Date Worked field, either enter the date worked or select the date from the calendar drop-down menu. 

  5. Click GO. The transactions in the grid will display all employees who worked on the specified date. 

  6. In the RHrs field, enter the number of Reg Hours that should be applied to transactions on the date selected in the Date Worked.

  7. Click Apply. The specified number of hours will be added to all the transactions on the selected date.

Instant Pay

The option to pay employees instantly is available in Split View. When an Instant Pay is performed, the system performs all Time Entry batch verification and paycheck processing in one click and creates a paycheck that is ready to be printed.

Instant Pay is available in Time Entry and at the top of each Time Entry sub-menu item.

For more information on Instant Pay, see the Instant Pay article. 


Options Menu

The Options slide menu provides different action or viewing options. The Options menu is broken into two sections, Pay Equal Bill Option and Actions


Access Options Menu

  1. Click Options on the right side of the window. The Options menu will display.

  2. Make a selection in the window. For more information see the Pay equal bill option or Action section below.

  3. To make sure the Options menu does not slide out of view, click the thepin.png icon at the top of the window to pin it.


Pay Equal Bill Option

Pay Equal Bill Option provides specific data entry and view options.
Option Description
Bill Equals Pay Sets the system to enter the same value for Bill Units as Pay Units.
Note: This only applies to transactions after the box has been checked.
Show Un-entered Only Display only transactions not associated with a batch.
Date Worked Select a date worked from the calendar drop-down menu, or manually enter a date. The number of hours outlined in the RHrs (reg hours of time) will apply. 

Click GO to select the date.

Enter the number of reg hours that should be applied to the transactions on the date selected in the Date Worked field.

Click Apply to apply the changes. 




The Actions section provides printing and exporting options. Once search results have been generated, the results may be sent to a printer as an image or exported in Microsoft Excel format. 

Option Description
Print The name of the section providing printing options.
Preview Before Printing Checking this box prompts a preview of the page once Print Search Results has been clicked.
Fit width to pages Determines the width of the printed grid.
Print Search Results Sends the search results to the computer's default printer.
Export to Excel Prompts the computer to open the search results in Microsoft Excel.



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