The Reports > Payroll > Timesheet Report is a summary of the timesheets that have been submitted in your portal, with separate displays for timesheet details and timesheet units.
By default, the report will not preload data, so you will need to apply the Report Settings filters that you require and click Go to display your data. Please note that a maximum of 10000 items can be returned when the report is generated, so if your filter query exceeds this limit you will need to refine the criteria.
The report can be filtered by entity, Permission Group, Employee Type, Timesheet Type and Length, Date Range, and Timesheet Status.
Show Details View
The 'Show Details' tab in the report will display a summary of a timesheet's details, including the Date, Employee, Workplace, Customer, Recruiter, Timesheet Status, Timesheet Type, total Payable hours, and a link to a PDF copy of the timesheet.
Each timesheet line in the report will show data at the time that the report is generated.
Show Units View
The 'Show Units' tab provides a breakdown of the timesheet units entered per day, and reports the Timesheet Status, total Breaks and Payable hours, and Timesheet Type, as well as a link to a PDF copy of the timesheet.
Each timesheet line in the report displays data at the time that the report is generated.
The report is visible in portals for Portal Administrators, and Primary or Secondary Approvers.
Payroll Administrators, Payroll Officers, and Financial Administrators will be able to generate a version of the Timesheet Report which includes information on users with the same Permission Group only.
Staff/Admin users who have been set up with Financial Controllers or Finance Officer access are not able to view this report.
In addition to downloading individual PDFs by clicking the PDF icon in the far right column of the on-screen display, there are three additional exports available in the Timesheet Report.
To include timesheets in an export, tick the checkbox to the left of the timesheet date, then click Export and choose from the available options to generate the export file.
Please note that a maximum of 1000 items can be included in a single export.
Export selected Timesheet to PDF
This export allows you to select one or multiple timesheets, which are rolled up and downloaded in a single PDF. Each timesheet will be displayed on a separate page within the file.
Export selected Timesheet to ZIP (PDF)
The ZIP (PDF) export generates a .zip file that contains separate PDFs for each of the timesheets that you include in the export.
If you've chosen multiple timesheets to export, an individual PDF will be available for each of these once you have extracted the .zip file.
Export selected Timesheet to CSV
The CSV export generates a .csv file that summarises the data in the selected timesheet(s). This export contains the following columns:
- Employee Name
- Timesheet Status
- Pay Interval (eg hourly, daily)
- Pay Note
- Mon hours
- Tue hours
- Wed hours
- Thu hours
- Fri hours
- Sat hours
- Sun hours
- Total Week hours
- Break total
- Total Payable hours
- Pay Rate
- Gross Pay
- Charge Rate
- Total Charge
- Leave Notes
- Timesheet Notes