This Help Article covers;
Hours displayed in the Timesheet's Pay Periods Page (Worked/Leave Hours) populate to a Timesheet Report which can be used for keying hours into Payroll OR syncing to Xero Payroll.
There are 2 types of Timesheet Reports to export;
Pay Period Report - Weekly totals by Staff Member by hours Category "Type" (I.E. Normal Hours, Overtime Hours, Annual Leave Hours etc)
Timesheets Summary Report - Daily totals by Staff Member by hours Category "Type"
To Export a Pay Period Report
Exporting a Pay Period Report is done from the PAY PERIOD – XXXX Page.
Quick Flow:
Pay Periods Page
“More” (3 dots) menu
[Export as CSV]
1. From the PAY PERIOD - XXXX Page, Press the “More” (3 dots) menu, then Select [Export as CSV] to export the Report
The exported CSV displays the Total Hours by Staff Member for the Pay Period, broken down by Category "Type" and Quantity.
⚠️ NOTE: Break Hours are NOT included in the Total Hours.
To View and/or Download a Timesheets Summary Report
Viewing and/or Downloading a Timesheets Summary Report is done from the PAY PERIOD – XXXX Page OR Reports Page.
⚠️ NOTE: Report data updates every 3 minutes, so allow time from keying in data for the Report to update.
From Timesheets:
Quick Flow:
Pay Periods Page
“More” (3 dots) menu
[View report]
Download Icon
1. From the PAY PERIOD - XXXX Page, Press the “More” (3 dots) menu, then Select [View report] to launch the Reports Page
⚠️ NOTE: When accessing the Timesheets Summary Report from the Pay Period Page the "Dates: Custom" defaults to the Start and Finish dates of that Pay Period.
2. From the Report Page, Scroll to the bottom then Press the "Download" icon to download the Timesheets Summary Report
The exported Pay Period Report displays the Total Hours by Staff Member for the Pay Period, broken down by Date, Category, and Quantity.
⚠️ NOTE: Break Hours are NOT included in the Quantities.
OR
From Reports:
Quick Flow:
Reports Page
Timesheets Summary
Filter
From* / To*
[VIEW RESULTS]
Download Icon
1. From the Reports Page, Press the Report selector dropdown and Select Timesheets Summary
2. Press the Filter button to display the "Refine Filters" popup, then Enter From* and To* Dates, then Press [VIEW RESULTS] to return to the Timesheets Summary Report Page and view the Report
💡 TIP: Using the From* and To* dates a Timesheets Summary Report can be downloaded for keying hours into Payroll where the Pay Period is more than 7 days.
💡 TIP: Timesheets Summary Reports can also be filtered by Staff Member and/or Job.
3. From the Timesheets Summary Report Page, Scroll to the bottom then Press the "Download" icon to download the Timesheets Summary Report
