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Configure Timesheet Search Options

Configure default timesheet search options so the Week Ending Date To field and user profile defaults automatically populate on Time & Attendance timesheet search screens.

Written by Jason
Updated over 2 months ago

Configure default timesheet search settings so the Week Ending Date To field automatically selects a relevant date for different user types in Time and Attendance.

โš  Important: You must have access to Maintenance and Time & Attendance in Recruitment Manager to view or change timesheet search options.


Access Timesheet Search Options

  1. Open Recruitment Manager, then go to Maintenance from the main menu.

  2. Click Time & Attendance, then click General to open the Timesheet Search Options screen.

  3. Confirm that settings are available for both Agency User and Client/Candidate User experiences.

๐Ÿ“Œ Note: These settings control the default values used in the Search section on all timesheet listing screens, including the Week Ending Date To field.


Configure Default Week Ending Date

  1. On the Timesheet Search Options screen, locate the Default Week Ending To โ€“ Weeks in Advance setting for the user type you want to configure (Agency or Client/Candidate), then click the field.

  2. Select the required number of weeks in advance (from 0 for the current week up to 12 weeks ahead), then confirm the value displayed in the field.

  3. Click the Default Week Ending To โ€“ Week Ending Day field for the same user type, then select the day of the week (for example Sunday) that the default week ending date must fall on.

  4. Review your choices to ensure they reflect how users should normally search for timesheets (for example, the end of the current week or a future payroll week).

๐Ÿ“Œ Note: The default date is always calculated relative to the current calendar week. For example, if the current date is in the middle of the week and you set 1 week in advance with a Sunday week ending day, the default in Week Ending Date To will be the Sunday of the following week.

โš  Important: Configure settings separately for Agency Users and Client/Candidate Users if their default search behaviour needs to differ.


Apply User Profile Search Defaults

  1. On the Timesheet Search Options screen, locate the Default Timesheet Search Value checkbox.

  2. Tick Default Timesheet Search Value to apply each userโ€™s profile search defaults in Time and Attendance, then confirm that the checkbox remains selected.

  3. Click Save, then confirm the success message to ensure your updated defaults are stored.

๐Ÿ“Œ Note: When Default Timesheet Search Value is ticked, the system uses the userโ€™s profile defaults for Country, Brand, Region, and Office when loading timesheet search screens.

๐Ÿค“ Tip: Use this option if most users consistently work with the same region or office so they do not need to reselect these filters every time they search.


Best Practices

  • Align the Weeks in Advance and Week Ending Day settings with your pay cycle so users see the most relevant timesheets first.

  • Use different defaults for Agency Users and Client/Candidate Users when their typical search periods or pay cycles differ.

  • Keep Weeks in Advance as low as practical to avoid including unnecessary future periods in standard searches.

  • Enable Default Timesheet Search Value where users mainly operate in a fixed country, brand, region, or office.

  • Review timesheet search defaults periodically to ensure they still match operational and payroll practices.


FAQs

Q1: What happens if I set Weeks in Advance to 0?

  • Answer: The system sets the default Week Ending Date To to a day in the current calendar week based on the selected Week Ending Day.

Q2: What is the maximum number of weeks in advance I can set?

  • Answer: You can set the Weeks in Advance value from 0 up to 12 weeks ahead of the current calendar week.

Q3: Do Agency Users and Client/Candidate Users share the same default settings?

  • Answer: No, each user type has its own settings so you can configure separate default week ending dates for Agency and Client/Candidate experiences.

Q4: How do I know if User Profile Search Defaults are applied?

  • Answer: When Default Timesheet Search Value is ticked, timesheet search screens automatically populate Country, Brand, Region, and Office based on each userโ€™s profile settings.

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