The Timesheet Summary and Timesheet Overview reports make it easy to track employee hours, ensuring smooth payroll processing.
Why Use These Reports?
✔️ Quick and easy payroll processing
✔️ Clear visibility of employee working hours
✔️ Seamless tracking of chargeable and uncharged time
Timesheet Summary Report
The Timesheet Summary Report provides a breakdown of different types of working hours for each employee over a selected period (up to 14 days at a time).
How to Use the Timesheet Summary Report
Apply Filters – Use the top left filters to choose the hours you want to see.
Set the Date Range – Use the top right to select a period (maximum 14 days).
Run the Report – Click Run to generate the report.
Search for Specific Entries – Use the search bar to filter results.
Download the Report – Click the CSV button to save a copy.
What’s Included in the Report?
Employee names
Types of hours displayed in each row
Logged hours per day, plus a total at the end
For a more detailed breakdown, click on an employee’s name to open their Timesheet Overview Report.
Timesheet Overview Report
The Timesheet Overview Report provides a more detailed breakdown of an employee’s hours, including:
✔️ Logged, Paid, Unpaid, Chargeable, and Uncharged hours
✔️ Hours worked against each job
✔️ Daily breakdown of hours
How to Use the Timesheet Overview Report
Select an Employee – Switch between employees in the top left and choose to include disabled users if needed.
Set the Date Range – Use the top right, then click Run to update.
Lock Time Entries – Beneath the date range, click the Lock Time Entries button to prevent further changes.
Download the Report – Export it as a CSV file if needed.
What’s Included in the Report?
📅 Each date within your selected range
📝 All time entries for the employee on each day
⏱ Total hours, types of hours, and employee descriptions
🔗 Job numbers – Click to go directly to the job
Editing and Managing Time Entries
✏️ Edit – Click the pencil icon to modify an entry.
⋮ Lock or Delete – Use the ellipsis button to lock or remove an entry.
➕ Add Uncharged Time – Click Add Uncharged Time, enter the details (start/finish time, reason, and description), then click Save.