Generating a timesheet report is essential for tracking employee attendance, working hours, and ensuring accurate payroll processing. Below is a step-by-step guide on how to navigate through the system to generate and print a detailed timesheet report.
Step 1: Accessing the Reports Section
- Navigate to the “Reports” section:
- On the left-side menu, find and click on the “Reports” option, which is usually located under the “Settings” section. This is your starting point to access various types of reports, including timesheet reports.
Step 2: Selecting the Timesheet Report
- Choose the “Time Sheet Report” option:
- Once inside the Reports section, look for the “Attendance” category and select the “Time Sheet Report” option. This will direct you to the report generation interface.
Step 3: Filter the Report by Employee Status
- Select “Active Staff”:
- Under the “Employee Status” filter, select “Active Staff” to ensure you’re only generating reports for currently active employees.
Step 4: Specify the Employee
- Choose the Employee Name:
- Use the “Employee Name” dropdown to select the specific employee whose timesheet report you want to generate. If you want a report for all employees, you may leave this option blank or select all.
Step 5: Define the Department
- Select the Department Name:
- Choose the relevant department from the “Department Name” dropdown to filter the report by a specific department.
Step 6: Set the Date Range
- Input the “Date From” and “Date To”:
- Specify the start dates for the timesheet report by selecting the appropriate dates in the “Date From” field.This will define the time period for which the report will be generated.
- Specify the end dates for the timesheet report by selecting the appropriate dates in the “Date To” field.This will define the time period for which the report will be generated.
Step 7: Choose the Report Type
- Select “First PunchIn – Last PunchOut”:
- Under the “Report Type” dropdown, select “First PunchIn – Last PunchOut” to generate a report that captures the first and last recorded punches for each day within the selected date range.
Step 8: View and Print the Report
- Click on “View”:
- After setting all the filters, click on the “View” button to generate the report. The report will display on your screen, showing all the relevant timesheet data.
- Click on “Print”:
- To print the report, click on the “Print” button. Ensure your printer settings are correct, and print the report for your records or payroll processing.
Step 9: Exporting the Report to Excel
- Click on “Export Excel”:
- After viewing the report, if you need to work with the data in a spreadsheet, click on the “Export Excel” button. This will download the timesheet report in an Excel format (.xlsx), allowing you to analyze, share, or store the data digitally.
By following these steps, you can efficiently generate and print a timesheet report, ensuring that all attendance data is accurately recorded and easily accessible for review.