This Help Article covers:
General/Overview:
There are three Timesheet Reports that can be Exported, two from a Pay Period and one from Reports:
Pay Period Timesheets – From a Pay Period - Entries only by line as entered for the Pay Period (Includes Timesheet Notes)
Pay Period Summary - From a Pay Period - ALL Staff Member's Totals by Category "Type" (I.E. Normal Hours, Overtime Hours, Annual Leave Hours etc) for the Pay Period
Timesheets Summary Report - From Reports, Entries only as a Staff Member's Daily Totals by Category "Type" for the Selected Period
⚠️ NOTE: Timesheet Exports can be used for Importing into Payroll Systems, however, it is up to you to choose the Timesheet Export that best suits your Payroll System and if needed, format to suit.
Pay Period Timesheets
By Staff Member “Name” (Time entries only), by “Date”, by “Code”, by “Job”, = “Code”/“Totals”/”Job” for the Pay Period
Pay Period Summary
By Staff Member “Name” (All Staff) = “Category”/“Totals” for the Pay Period
Timesheet Summary Report
By “Staff Member” (Time entries only), by “Date”, by “Category” = “Category”/”Totals”/”Day” for the Selected Period
To Export a Pay Period Report
Exporting a Pay Period Report is done from the Pay Period – XXXX Window.
Quick Flow:
Pay Period Window
“More” (3 dots) menu > "Export timesheets to CSV" OR "Export summary to CSV" Option
1. From the Pay Period - XXXX Window, Press the “More” (3 dots) menu and Select the option "Export timesheets to CSV" OR "Export summary to CSV" to export the Report
To View and/or Download a Timesheets Summary Report
Viewing a Timesheets Summary Report can be done from the Pay Period – XXXX Widow OR from the Side Menu's Reports.
⚠️ NOTE: Report data updates every 3 minutes, so allow time from keying in data for the Report to update.
From Pay Period Window:
Quick Flow:
Pay Period Window
“More” (3 dots) menu > "View report" Option
Download Icon
1. From the Pay Period - XXXX Widow, Press the “More” (3 dots) menu and Select the option "View report" to launch the Timesheets Summary Reports Window
⚠️ NOTE: When accessing the Timesheets Summary Report from the Pay Period Window, the "Dates: Custom" defaults to the Start and Finish dates of the Pay Period it was accessed from.
2. From the Report Page, Scroll to the bottom then Press the "Download" icon to download the Timesheets Summary Report
OR
From Side Menu's Reports:
Quick Flow:
Reports Side Menu > "Timesheets Summary" Option
Filter
From* / To*
[VIEW RESULTS]
Download Icon
1. From the Side Menu, Hover over Reports and Select the option "Timesheets Summary" to display the Reports: Timesheets Summary Window
2. From the Timesheets Summary Report Window, 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, Job and/or Customer.
3. From the Timesheets Summary Report Page, Scroll to the bottom then Press the "Download" icon to download the Timesheets Summary Report
