Period Review uses a number of reports to identify timesheet records that contain exceptions (that is, problems that should be resolved before the records are authorized). The reports run each time you refresh Period Review, and when you load a new pay group or pay period.
To view exceptions in Period Review, you must first enable the appropriate reports in System Admin > Roles in the Features tab under Report Library > Time & Attendance > Period Review. You can also access these reports in Reporting and Analytics > Reporting > Reports in the Time & Attendance category under Period Review. See the Ad Hoc Reporting Guide. User roles must also be assigned the Reporting Relationship Keys access authorization in System Admin > Roles in the Authorizations tab.
The reports run one at a time, from left to right. When a report runs, the running icon (
) appears in the card. For the remaining, queued reports, Loading... appears in the card until the report runs. When complete, the Dayforce shows the number of timesheet records containing exceptions in the cards along the top of the feature:
You can also view a breakdown of timesheet exceptions by employee in the Exceptions column.
The All Employees card is enabled by default. Depending on how Dayforce is configured, the following other cards might also be enabled:
- Average Daily Hours: Shows employees who have shifts that exceed the maximum daily average hours.
- Note: You configure average daily hours in the Average Daily Hours field in the Employment > Employment Settings screen in People.
- Missed In/Out Time Entry and Meal Breaks: Shows a list of employees who have records that are missing in and out clock entries, or meal breaks.
- No Time Logged: Shows employees who have no time logged in the selected pay period.
- Overtime Pay: Shows employees who have an instance of the Overtime system pay category group in their records.
- Time Worked on Holiday: Shows employees who have worked hours on a holiday.
- Unauthorized Records - Period Review: Shows employees who have records that haven’t been approved by a manager.
When you load Period Review, the All Employees card is selected by default:
In the screenshot above, 92 employees are in the selected pay group. Of those 92 employees, one employee has time worked on a holiday and one employee has unauthorized records. If you click the Time Worked on Holiday card, Dayforce filters the list and shows the employee with time worked on a holiday:
When you correct the exception and then click Refresh, the Time Worked on Holiday report runs and zero appears in the Time Worked on Holiday card:
Dayforce also updates the number of exceptions in the Exceptions column for the employee.