PAY Report: Timesheets

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Use the Type of Report option to select the information to display on the report.

• Click Timesheet by Job to print a timesheet for each job.
• Click Timesheet by Employee to print a timesheet for each employee.

Use the Employee Source option group to generate timesheets from Permanent Timecards or from Timekeeping Hours.

• Click Permanent Timecards to include only employees with permanent timecards on the report.
• Click Timekeeping Hours to include employees that have timekeeping hours for the selected criteria on the report.

Use the Sort By Job option group to sort report data by Job Number or Name.

Use the Sort By Employee option group to sort report data by Job Number or Name.

It the Type of Report is Timesheet by Job, the following Category/Records are available: Dates, Job Types, Jobs, Supervisor, Timesheet Types, Companies, and Locations.

It the Type of Report is Timesheet by Employee, the following Category/Records are available: Classifications, Dates, Distributions, Jobs, Employee Types, Employees, Pay Frequencies, Supervisors, Companies , and Locations.

Classifications

Use the Classifications category to select the Classifications to include on the report.

Select All to include all Classifications.

Select Pick to define specific Classifications for the report. When you select Pick, the Classifications list displays. Select the check box next to each Classification to include on the report.

The Classifications category is available for Timesheets by Employee.

Dates

Use the Dates category to select the date range to include on the report. The date range cannot exceed 16 days. Type the beginning date in the From field and the ending date in the To field.

Distributions

Use the Distributions category to select the Distribution to include.

Select All to include all Distribution types.

Select Pick to define specific Distribution to include. When you select Pick, the Check Distributions add edit list displays. Select the check box next to each Check Distribution to include.

The Distributions category is available for Timesheets by Employee.

Employee Types

Use the Employee Types category to select the Employee Types to include.

Select All to include all Employee Types.

Select Pick to define specific Employee Types. When you select Pick, the Employee Types list displays. Select the check box next to each Employee Type to include.

The Employee Types category is available for Timesheets by Employee.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

The Employees category is available for Timesheets by Employee.

Job Types

Use the Job Types category to select the Job Types to include on the report.

Select All to include all Job Types.

Select Pick to define specific Job Types for the report. When you select Pick, the Job Types list displays. Select the check box next to each Job Type to include on the report.

The Job Types category is available for Timesheets by Job.

Jobs

Use the Jobs category to select the Jobs to include on the report.

Select All to include all Jobs.

Select Range to define a range of Jobs for the report. When you select Range, the range fields display. Type the beginning Job Name or Number in the From field and the ending Job Name or Number in the To field.

Select Pick to define specific Jobs for the report. When you select Pick, the Jobs list displays. Select the check box next to each Job to include on the report.

Select Create to define your own list of Jobs. When you select Create, a small grid displays to the right. Enter the Job Numbers you want to include in the list, or use the Lookup to locate the Job Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Job Numbers you want to exclude in the list, or use the Lookup to locate the Job Numbers.

The Job Types category is available for Timesheets by Job.

Pay Frequencies

Select the Pay Frequencies to include on the report.

If using the Pick from List option, the system determines the check records to include by the Employee's current Pay Frequency set up in the Employee Master File. The only exception is when running the report for Format: Report and Report Type: Detail by Check.

Note:  When running the report for Format: Report and Report Type: Detail by Check and limiting the pay frequency using the Pay Frequencies category, the system will look at the pay frequency of the batch instead of the Employee's current pay frequency. All Batch Types have a Pay Frequency defined except for Void and Tax Adjustment Batches. For Void and Tax Adjustment batches, the current pay frequency of the Employee (as indicated in the Employee Master File) will determine whether the void or tax adjustment record is included.

The Pay Frequencies category is available for Timesheets by Employee.

Supervisors

Use the Supervisors category to filter the report by Supervisors.

Select All to include all Supervisors.

Select Pick to select the Supervisor(s) to include.

Timekeeping Dates

The Timekeeping Dates category is only available, and is required, if the selected Employee Source is Timekeeping Hours.

The timekeeping date range determines the employees to print on each Job’s timesheets (if selecting Timesheet by Job) and determines the Jobs to print on each Employee’s timesheet (if selecting Timesheet by Employee) by looking at the timekeeping records for this date range.

The Timesheet Types category is available for Timesheets by Job.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

Select the Include a Blank Timesheet ONLY check box to print blank timesheets.

Select the Include Budgets on Report check box to include budgeted hours on the report.

Select to include an Employee message after each employee if one is set up in PAY: Defaults (Report Messages tab) under the Timesheet Print Options section. This check box will default as selected if the PAY Defaults option, Print Employee Message is selected. If it is not checked, it will default as cleared, but it can be modified here.

When selecting to Include Employee Message, the message set up in PAY Defaults will be printed after each Employee on the timesheet.

You can store up to a 900 character message in PS: Defaults and this will print on the report as long as it can print within the 5 lines allowed for the message.

The Include Timesheet for New Jobs check box is available if the Type of Report is Timesheet by Job.

Select the Include Timesheet for New Jobs check box to include timesheets for new jobs that have no hours information. The report will print with no employees listed on the timesheet.

The Include Times/Hours from PTC check box is available if the Employee Source is Permanent Timecard.

Select the Print Times/Hrs from PTC check box to include times and hours from PTC on the report.

Select the Sort By Location check box to sort the timesheets by Location.

If the Sort By Supervisor First check box is also selected, the timesheets will sort by Company, Location, and then supervisor.

Select the Sort by Supervisor First check box to sort the timesheets by Supervisor first, then Jobs or Employees (based on the Type of Report selected; Timesheet by Job or Timesheet by Employee).

If the Sort By Location check box is also selected, the timesheets will sort by Company, Location, and then supervisor.

Note: The system will look for the Job Supervisor (found in the Job Master File) if the Type of Report is Timesheet by Job. The system will look at the Employee's Supervisor (found in the Employee Master File) if the Type of Report is Timesheet by Employee.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

This option is available to users who have more than one company, but is not selected by default. If selected, the default company prints on the Grand Total Page and the Report Criteria page. All other pages print the applicable company name. If not selected, the default company prints on every page of the report.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).