Overview
If your employees punch in and out for work, you will be able to approve these clockings. Before approving clockings, you will need to ensure that your employees are correctly set up for time and attendance purposes. Click here for information. After doing so, you may generate a timesheet report.
There are four different kinds of reports:
- Timesheet Report
- Timesheet Exceptions Report
- Approved Timesheet Report
- Total Timesheets Report
Permissions
To make use of this you will need to have the Approve Time Clocking or View Time Clocking permission.
How to download
To generate any of the four reports, you will need to go to the Time & Attendance section. From here you may click on either Clockings or Review and Approve. The reports are found in both of these sections. From here, click on 'Reports'. Then, select the desired report, click 'Generate Report', and then 'Generate Report':
Reports
-
This report includes all the clockings of a given period. It can be downloaded in PDF or Excel. You may also choose to view all employees, third party contractors, or all employees excluding third party contractors. You may also exclude active/broken clockings from the report.
-
This report includes all the clocking exceptions of a given period. It can be downloaded in PDF or Excel. You may also choose to view all employees, third party contractors, or all employees excluding third party contractors.
-
This report shows the hours that employees should have worked (i.e. the hours in the employees' assigned shifts) vs the hours that were actually worked (clockings) vs the hours that were approved. These are further divided between basic and overtime. You can also see the basic amount in hours and the basic rate for employees in the report.
If you have clockings done during a night shift, you may split these clockings over the two days in the report by selecting the 'Split night shift into different rows' option.
You may also include or exclude 3rd party contractors. If you include them, you can select the field 'Contractor Companies' from the field list:
Through the approved timesheet report, you will have the option to include a daily breakdown for employees. This is useful if you need to reconcile working days which have no assigned shift but include leave hours. Refer to the below example:
Without the checkbox ticked (default):
With the checkbox ticked: -
This report shows the total hours clocked, scheduled and approved (basic and overtime). This report also includes a breakdown of the leave types and overtime rates.