Time & Attendance Reports

How to Add/Edit a Timesheet Detailed Report

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

Table of Contents

 

The Timesheet Detailed Report is an out-of-the-box report that displays detailed Timesheet information including the clock in/out punches and the total hours per day. 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 Detailed 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 Detailed


 

3. Click    and select Copy 


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


 

Report Configuration

Configure the Timesheet Detailed Report as needed and click   


Setting Description
Report Name Display name of the Report
Report Type

Type of report to be configured

(Timesheet Detailed)

 

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

Monetary amount displayed based on the employee’s pay rate multiplied by their total hours worked

Client

Displays Clients selected with Job Costing punches

Comments

Displays employee comments for applicable punches recorded on the mobile app and kiosk

Date

Date of the time punch

Day Amount

Monetary amount earned based on one day of the week.

Day Total Hours Paid

Total number of hours paid for each day

In

The ‘Start of the shift’ punch or a punch returning from a break

Job

Displays Jobs selected with Job Costing punches

Job Costing

Summary of the Job, Project, and Client that the employee selected when clocking in/out

Location

Displays the Location assigned to the Employee List Profile

Notes

Displays manager notes for all applicable punches

Out

An ‘End of the shift’ punch or a punch starting a break

Project

Displays Projects selected with Job Costing punches

Rate

Pay rate assigned in the Employment tab of the Employee List Profile

Task

Displays Tasks associated with Job Costing punches

TC Name (In)

Time clock location of the “in” punch

TC Name (Out)

Time clock location of the “out” punch

Total Hours Paid

Displays the  total number of hours paid for each day.

Type

Displays the punch Type:

  • Time log
  • Break
  • Automatic
  • Absent
  • Time Off Types

Automatic Break

If applicable, displays the deducted break duration for each employee

Break Paid

Displays the duration of the break that was paid

Break Taken

Displays the duration of the break that was taken 

Comp Time

Displays total Comp Time for each applicable day

Double Time

Displays Double Time for each applicable day

Extended Break

Displays extra time allotted for a defined break

Holiday

Displays Holiday hours for each applicable day
*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 for each applicable day

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 ‘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 timezone of the receiver of the report

Parameters

Establish if the report should be based on specific date ranges or the pay period