How to Add/Edit a Timesheet Summary Report

How to Add/Edit the Timesheet Detailed Time & Attendance Report Type in the web app

Table of Contents

Navigation
Report Configuration

The Timesheet Summary Report is an out-of-the-box report that displays summarized Timesheet information of the pay period. The existing out-of-the-box report can be copied and edited to include new columns and report formatting characteristics. The software supports multiple Timesheet Summary reports with custom filters and scopes.

Navigation

1. Open Reports in the Left Nav to expand the options and select Time & Attendance

2. Select Timesheet Summary

3. Click and select Copy

* The Timesheet Summary report will be copied, and the copied version can be modified.

Report Configuration

Configure the Timesheet Summary Report as needed and click

Setting	Description
Report Name	Display name of the Report
Report Type	Type of report to be configured (Timesheet Summary)

Report Column

The Report columns are listed in order from left to right. Columns must be removed to be added in the correct order.

Report Column	Description
Amount	Displays the monetary amount of the employee’s pay rate multiplied by their total hours worked, for the entire pay period or date range
Total Hours Paid	Displays the total number of hours paid for the pay period or selected date range
Automatic Break	If applicable, displays the deducted break duration for each employee
Break Paid	Displays the duration of the break that was paid throughout the pay period or selected date range
Break Taken	Displays the duration of the break that was taken throughout the pay period or selected date range
Comp Time	Displays total Comp Time for the pay period or selected date range
Double Time	Displays total Double Time for the pay period or selected date range
Extended Break	Displays extra time allotted for a defined break
Holiday	Displays Holiday hours during the pay period *Holiday hours will only display if Holiday rules are configured
Missed Break	Displays hours where the employee didn’t take the break. Missed break hours are calculated( as Worked Hours.
No Break	Displays hours where a break was not taken, but multiple breaks have been assigned to the employee. Hours will count towards Worked Hours
No Show	“No Show” is displayed for days that an employee did not clock in for their scheduled shift
Out of Shift	Displays hours worked that are outside of the scheduled shift
Overtime	Displays Overtime hours worked throughout the pay period or selected date range
Paid Time Off	Displays hours that have been used from a Time Off Type that have not been configured in the Time Off Configuration rule
Personal	Displays hours that have been used from the Personal Time Off Type
Sick	Displays hours that have been used from the Sick Time Off Type
Unpaid Time Off	Displays hours that have been used from the Unpaid Time Off Type
Unplanned Break	When an employee starts and ends a break, but has not been assigned a selectable Breaks rule, the hours are displayed as “Unplanned Break”
Unplanned Work	Displays hours that are worked by an employee that have not been scheduled for that day. (Only occurs if enabled in global settings)
Vacation	Displays hours that have been used from the Vacation Time Off Type
Worked Hours	The default Time Code assigned to hours worked by employees. Also known as “Regular Hours”

Additional Settings

Setting	Description
Use Employee Full Name	The full name of the employee will be displayed
Split Hours per Week	Displays the report in weekly segments. (Common for bi-weekly, semi-monthly, and monthly pay periods)
Show Authentication Icon	Option to display the punch authentication icon next to each punch
View in Decimal	Data will display in decimal format instead of the "hours and minutes" format
Show Original Clock In/Out Times	If rounding rules are enabled, only the original clock in/out times will display

Formatting

Setting	Description
Display zero hours format	When no hours are displayed on the report, how should it be displayed? Choose between one of the following formats: Same as hours format - (0.00) or (0:00) Dash (-) Blank
Schedule Report	Enables the Recurrency section where reports can be automatically sent to an email address.
Where it falls time log behavior	Will split an employee’s overnight shift into two different shifts or display one combined shift.
Order By	Chose Employee ID or Name to be displayed in ascending/descending order
Signature/Disclaimer	Employee per page: Displays one employee per page when you print the report Report Signature Line: One signature line is provided at the end of the report Signature per employee: One signature line is provided for each employee Report Disclaimer: Displays a customized disclaimer on the report Disclaimer per Employee: Displays a customized disclaimer for each employee on the report

Filters

Filter	Description
Employee Type	Filters by Employee Type Regular Seasonal Temporary Contractor Intern On Call Vendor Employee
Archiving Status	Filter by archived employees or non-archived employees
Groups	Filter by Groups
Group By	Displays the selected “Group By” Groups in individual segments
Ft/Pt Status	Filter by part-time or full-time employees
Status	Filter by Employment Status: Active Inactive Pending Terminated

Recurrency

The Recurrency section is enabled in the Formatting options

Setting	Description
Name	Name of the email recurrency pattern
Status	Determine if the email recurrency needs to be active or paused
Emails	Provide email that the Recurrency report should be sent to
Delivery Frequency	Establish how often the report should recur Daily Weekly Bi-Weekly Semi-monthly Monthly Quarterly Yearly
Delivery Time	Establish the time that the Recurrency report should be emailed
Time Zone	Establish the time zone of the receiver of the report
Parameters	Establish if the report should be based on specific date ranges or the pay period