This report generates all hours broken down by regular, overtime, holiday, holiday x2 and days off.
Select view results to see the results of your report.
Click Times to view each individual time entry. You can edit time entries or create a new entry from this window. This report will export to Excel and can be set up on auto-notify.
When you view times from this report, you will be able to see all of the entries that are associated with this person. What this means is that if the employee worked in multiple departments, multiple jobs or other locations, all of that data will show up. If you select a job, and view its times, those entries for that particular job will be in black. The rest of the entries, which are in other areas where the employee worked, will be a shade of blue.
The TimeTracker report will display all of the results in decimal time. When you look at the TimeTracker directly from the menu tab, those times are displayed in hour time format. This will be the main difference between the two views. Also, the TimeTracker menu option will not calculate any overtime or holiday entries. Those must be viewed in a report, i.e. the TimeTracker report or payroll.
Once your reports are created, you can use the tool bar at the top of the results to sort your data. Each drop down displays the information according to the specific criteria. After having the desired view, you can export that exact data set to excel. The list of characters on the upper left allows you to get information quickly, such as last name, or department.
Click View Time Entry Details if you would like to view all time entries associated to this report. This makes for a simple view of all entries for the time period that you have generated the report, rather than selecting each line item for each employee. Once you select this option, you can still sort by name and location.
As with other reports, when you expand the view to see all of the time details, you can export that data to excel showing all of the time entry details. Each line item will be displayed in a separate column in excel.
In the report you also have the ability to change some of the filtering options, by clicking on the header of each column. Notice that once you clicked on one of the headers (in this case Holiday), this moves up all the employees with Holiday hours to the top, descending from high to low, or from low to high. (Please see the orange arrow to indicate the sort-by style)
When creating a new Timetracker Report enable the "Payroll Export" option.
You will see that the new report will have a new button called Export to [payroll provider].
This function will allow you to export directly to your payroll provider.
When finished you can click on the same button again it will take you to the list of all the exports you have completed.
You can set your Time Tracker report to automatically generate the data and an email be sent to you.
To do this, you must first create and save the type of report that is required. Then go to “Reports” link and click on the “Auto-Notify” option next to the saved report.
As a new manager there will probably not be any TimeTracker Reports available. Complete the following to create your report:
Select Reports and then TimeTracker, click “New TimeTracker Report”
Set up the parameters for your report:
Setting up the parameters:
Step 1 - WageType: You will select “hourly”, “monthly”; Active / Inactive personnel or incl. Inactive and all, no or overtime only.
Step 2 - Area: the criteria that you wish the report to work according to (Search by, Sort By & Order). Show personnel, allows you choose the amount of personnel you would like to have displayed within your report.
Step 3 - Time Frame: Select either a period or the dates can be specified.
Step 4 - Report Name: Enter the report name and select the additional criteria required.
Step 5 - Share with: Select the managers & super managers you would like to have the report shared with.
Select Generate Report.
The Report will then appear under your time tracker reports.
You will note that auto-notify states no as this was not set-up.
Set-up the parameters for the auto-notify report.
Step 1 - Frequency: the time you would like to receive the specific report – up to 5 frequency options.
Step 2 - Recipients: Persons to receive the reports enter up to five e-mail addresses that the report will be sent to. (You can select multiple recipients by holding in ctrl button on your keyboard.
Step 3 - Time Frame: how long you would like this report to automatically generate for you.
The report will be sent in an Excel file.
To see the Time-Tracker reports that have auto-notify enabled select "Auto-Notify Time Tracker Reports".
From here you have the ability to:
- Edit Parameters
- View Results
- Send Results Now