PLEASE NOTE - If you'd like to know how to build a simply query on timesheet records, please see: http://help.peoplehr.com/reports-queries-data/queries-timesheet-report
This tool will allow you to produce detailed timesheet reports using:
- Your Basic Hours
- Your clock in and clock out data
- Missed clocks
- Double clocking
- Other Events
- Working pattern
This tool can produce timesheets in detailed or summarised format and feeds of time to various payrolls.
To use this tool:
1. Firstly, you'll need to build some queries in order for this tool to run. Please see the linked article here with detailed instructions on how to build these queries and what to call them: http://help.peoplehr.com/plugins/plugins-timesheet-report-queries
2. Create and copy an API key that includes the endpoints Employee, Timesheets, Query and Work Pattern - On how to create an API key, please see: http://help.peoplehr.com/integrations/creating-an-api-key
3. Once you have created the API key and your queries, click on the 'Plugins' tab:
4. Select the tab 'New Requests'
5. Select 'Timesheet Report'
6. From here, you will find many fields/drop-downs/tick boxes that allow you to really specify the rules for this timesheet report. Below is a list of each option (in the order it is displayed on the tool), and a brief description of how to use the option.
(Some options may be grouped together, this means you would be selecting one option or the other as opposed to considering both options.)
- Enter API Key: Paste in the API key you have created
- Payroll Start Date: Enter the start date of when you wish to pull data from.
- Payroll End Date: Enter the date in which you wish to pull data up to.
- Use local shifts file: Selecting this means you can later upload a custom data file, or select work patterns only.
- Use PHR shifts: Selecting this will fetch all system work patterns and shifts.
- Shift patterns file: If you select 'Use Local Shifts File', upload this file here.
- Bank holidays file: If employee's entitlement does not include public holidays, you will be required to upload a file of bank holiday information here. This is required to be a .txt file. Assistance on this below:
- Feed: Here you have 3 options of potential Payroll programmes you may integrate with. Selecting an option will ensure your timesheet report exports in the specific format supported by that payroll system.
- Convert hours to decimal: Convert the value of hours into a decimal. For example, '10:30hrs' will show as the value '10.5'
- Summary Timesheet: (Daily Basic, Overtime & Sunday Premium hrs)
- Detailed Timesheet: (Daily clock in/out records, holidays, sick and/or other events)
- Detailed Upload Timesheet: We advise to avoid this option when testing. This will create a pdf copy of timesheet per individual, and automatically upload this to the employee's Personal Documents area in PeopleHR.
- Shift Activity Timesheet: Provides an audit to take into account employees that have clocked out and back in again within a given time period.
- Detailed Upload Timesheet Reference: Use only if selected 'Detailed Upload Timesheet' above. Here, please input the name of the report that would be uploaded to the employee's Documents tab.
- Detailed Upload For Employee Id: Use only if selected 'Detailed Upload Timesheet' above. Optional - use this area to specify which employee you wish to send this to if you do not wish to send to all.
- Bank holiday hours: Paid hours for a bank holiday. This specified the maximum paid hours to award for a bank holiday.
- Clock In grace period (minutes): Allowed minutes for a clock-in, in respect to the shift start time. For a shift date starting at 8:00, a clock/in at 7:03 will be rounded to 7:00 (if the minutes past starting time are less than or equal to grace period).
- Clock Out grace period (minutes): Allowed minutes for a clock-out, in respect to the shift end time. For a shift day ending at 18:00, a clock-out at 18:57 will be rounded to 19 (if the minutes past/before ending time are less or equal to grace period).
- Shift day rounding (minutes): Rounded minutes (applied for a shift working day).Clock-in at 6:37 will be rounded up to 6:45 (using 15 mins rounding step)Clock-in at 6:32 will be rounded down to 6:30 (due to the clock in grace period)
- Late arrival grace period (minutes): If a clock-in is after shift day's start time for more than allowed minutes, a 'Late Arrival' comment will be added to the Detailed timesheet's Reason section - Detailed timesheet only.
- Break time period: If the break time is not specified on the employee's work pattern, and under the rules tab you have set for break times to be deducted, this will be taken as the default number of minutes deducted.
- Shift activity - hours between shifts: Based on the 'Shift Activity Timesheet', here you can specify the timeframe in which the report would be looking at.
- Daily Hours Rounding: As opposed to rounding the specific clock-in/out time to the nearest minute specified under the shift-day rounded, you can round the overall working hours that day.
- Max hours per Day: Will limit the max number of hours that can be awarded per today, this is for both basic hours and overtime hours.
- Skip Break Deduction If Worked less Than: No break time is to be deducted for employees working less than half of their hours or below X hours in the shift.
- Night shift allowance - shift starts after: Specify what time a night shift starts (ex. 20:00). The report will then look check an employee's work pattern against this setting to determine if they are working a night shift or not.
- Early clock in round to Clock In time: If enabled, early clock-ins will be set to shift day's start time. For a shift day starting at 7:00, any clock-in before that time will be set to 7:00. If disabled, the early clock in will be logged to the nearest 15 minutes, we add to overtime only the time after the work pattern end time.
- Reduce break time: If enabled, break time will be deducted from worked hours (default at 30 minutes).
- Reduce break time for Part Day holiday - Indicates if break time will be deducted in days having a Part Day Holiday.
- Reduce break time if less than half time worked - Indicates if break time will be deducted if hours worked during entire day are less than half the expected hours.(For 3 hours worked in an expected 7 hour day, the break time will not be deducted if option is disabled.)
- If clocked in/out during public holiday put retain holidays hours and place worked hours into overtime: If enabled and working during a Public Holiday, the holiday hours are paid at normal date and the worked hours are paid at overtime rate. If disabled, the worked hours are to be paid at over tie rate only.
- Include employees without Time Attendance Id: If enabled, employees without a Time & Attendance ID will be included in this report. If disabled, their information will be ignored.
- Balance Basic using Overtime hours: If enabled, timesheets will be updated to balance overtime hours to basic hours when basic hours are less than expected shift hours (week basis). (For a week with expected shift working hours of 40, having 36 hours paid at basic rate and 10 hours paid at overtime rate, the balance operation will set 40 hours paid at basic rate and remaining 6 at overtime rate.)
- Cap holiday hours to shift hours: If enabled, the booked holiday hours will be capped to the shift day hours. (For a booked holiday of 10 hours on a shift day with 8 expected hours, enabling the option will allow the system to pay only 8 hours from the total holiday duration of 10 hours.)
- Include hours before/after shift or Rest Day as Overtime: If enabled, any clock in time before/after the work pattern start/end time will only be taken into account when recording overtime hours via the overtime logbook screen.
- Use shift day hours for bank holiday: If an employee clocks in on a bank holiday the hours on their work pattern will be used rather than the default number of hours under the 'Time Settings' tab.
- Add non-deducted break time to Overtime: An hours recorded under the lunch breaks logbook screen will be added to an employee's overtime hours.
- Round to shift expected hours: If selected, even if an employee does not meet the expected hours on their work pattern, their hours will be rounded up to their daily total hours.
- Adjust break time with manual clock out: This setting will take into account if an employee clocks in and out for their break time and will adjust accordingly with the default break time that is deducted.
- Rest day rounding: If an employee works on a standard non-working day, you can specify a different rounding rule for these days.
- Automatically deduct XX mins for breaks for working non-shift days (This time can be added back in by the employee declaring breaks as working time):Minutes to be deduced as lunch break whilst working in a non-shift day. (Working 10 hours on a Saturday (non-working day) will allow 9:30 hours only to be paid using the default minutes break setting.
- Rest day break deduction: If enabled, the break time will be deducted from the worked hours in a rest (non-shift) day.
- Rest day use shift start time: If enabled, the system will use the common shift start time while processing a rest (non-shift) day.
- Paid events (comma delimited): List the other event reasons that would like to aware hours back for, using commas to separate each reason.
- Rest Day Paid Events (comma delimited): Much like the above, list the other events reasons that would be awarded back in hours if this is normally a non-working day.
- Salary type: Use this filter to specify which salary types will be included in this report, using commas to separate the departments. This will need to be stated as shown in the Query builder ie. 'Hourly Salary, Annual Salary'. Inputting 'Hourly, Annual' will not work.
- Reports to: Use this area to filter who you wish to be included in this report. (Example: only employees reporting to "Reports To" will be included).
- Departments (comma delimited): Use this filter to specify which departments will be included in this report, using commas to separate the departments.
- Companies (comma delimited): Use this filter to specify which companies will be included in this report, using commas to separate the companies.
- Order employees by: Here are four options in which you can specify how employees will be ordered/grouped in this timesheet report.
- Summary report - show Saturday hours: If enabled, Saturday hours included in the summarised timesheet report will be separated into their own column.
- Summary report - show Sunday hours: If enabled, Sunday hours included in the summarised timesheet report will be separated into their own column.
7. We advise to double check information entered before selecting 'Submit'.
You will then find this in the 'Requests' tab - the most recent request will be at the top. It can take up to 2 minutes to be accepted.
If successful, you will be able to select the 'Download' button to download this report. If failed, select the red icon to view an error report - you can send this file over to our team at firstname.lastname@example.org to review and assist.
--Schedule to repeat automatically--
Once you have made a plugin request, you can schedule this Plugin to run automatically. By clicking the 'Schedule' button on the 'Requests' page, you'll be directed to this screen:
- Description - will be the name of the schedule, so you can see what it is set to at a quick look.
- Start date - When you wish for the scheduling to start.
- End date - You can leave this blank if you wish for this to be continuous.
- Repeat every - Select when you wish for this schedule to repeat.
- Status - You can set this as inactive at any time.
- Select the days you wish to run this on - you may not wish for notifications to push through on weekends for example.
- Click 'Save'.
You can view all your schedules plugins in the 'Schedule' tab.
Customer Services Team.