Time Cards Filtering & Supervisor Summary View

📊 Time Cards Filtering & Supervisor Summary View in the Mobile App
 

🧭 Introduction

Supervisors using the Ontraccr mobile app can do more than just view or approve time — they can filter data, edit team entries, and view a summary bar to get a quick breakdown of hours worked by team members in a pay period.

This article explains how to use the Time Cards filters, the yellow summary bar, and key supervisor-only tools.


🧑‍🤝‍🧑 Team Cards vs My Cards

If you're assigned as a team supervisor, you’ll see two tabs at the top of the Time Cards page:

TabDescription
My CardsYour own time cards
Team CardsCards for users in your assigned team

Teams must be set up in the Web App → Staff → Manage Teams, and you must be marked as the supervisor.


📒 Using the Yellow Summary Bar

When viewing Team Cards, you’ll see a yellow bar at the top of the screen. Tap it to open the summary view.

Summary View Features:

  • Horizontal table of total hours by employee
  • Grouped by pay period
  • Scrollable for fast overview

📌 This is a quick way to audit totals before approving.


🔍 Time Card Filters

Tap the filter icon (top-right of the Team Cards screen) to narrow down time card data.

Filter Options:

Filter TypeWhat It Does
Date RangeThis week, last week, today, yesterday, this pay period, this month
User(s)Filter time entries for selected team members
TypeWork, Break, Overtime, Service
ProjectShow entries tied to selected job(s)
Cost CodeView time logged under certain codes
StatusApproved, Submitted, Unsubmitted
Entered ViaFilter by who entered the time (user or tablet)
Approved BySee time based on approver identity

How to Use Filters:

  1. Tap the filter icon
  2. Use the “+” icons to add filters
  3. Tap Save (floppy disk icon, top-right) to apply

🔄 Refresh Button

Next to the filter icon, you’ll find the refresh icon.

Tap it to:

  • Pull the latest time card data
  • Update totals and filter results instantly

🔎 Search Function

At the top of the Team Cards view, use the search bar to locate a specific team member by name — helpful for supervisors with large teams.


Outcome

With the Time Cards filters and summary view, supervisors can:

  • Easily audit hours by project, user, or cost code
  • Quickly spot missing, unsubmitted, or incorrect entries
  • Get a high-level overview with the summary bar
  • Make time card approvals faster and more accurate

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