Timesheet from Roster
For staff who are paid as rostered and don't clock on, you can turn a week of their roster straight into timesheets, ready to approve and pay. Staff who clock their hours don't need this: their clock-ons are their timesheets.
| Required plan | Standard Enterprise |
|---|---|
| Required access | Payroll - Full Access or Payroll - Medium Access |
Navigate to Menu > Rosters > Generate Timesheet. The page is headed Timesheet Generator.
Before you generate timesheets
- The week is rostered on the Roster Calendar. See Roster Calendar.
- You know which staff are paid from the roster. Generate only for them.
Warning
Generating doesn't check for shifts an employee has already clocked or that were added by hand. Generate for someone who clocks on, and they'll have each shift twice and be paid twice.
Generate a week of timesheets
- Under Roster week, choose the year and week. It starts on last week. Only weeks saved on the Roster Calendar are listed.
- Under Generate timesheet for, choose Group and pick the Groups, or Employee and pick the staff. Microkeeper remembers who you chose last time.
- Click Generate Timesheet, check how many rostered shifts it found for how many staff, then click Yes, generate.
- Click View Timesheet to check and approve the shifts. See Timesheets.
Each generated shift copies the rostered times, Location and Role. Its Job is the rostered shift's, otherwise the Role's default, the Location's default, then the employee's. Hidden and empty rostered shifts are skipped. On the Timesheets page, generated shifts show "Timesheet generated from roster by" and who generated them.
If the page says leave requests need reviewing, approve or decline them first, so leave days aren't generated as worked shifts.
Generate a week again after the roster changes
Generate the same week again. It replaces the shifts generated for that week and those staff last time, so you don't get duplicates of generated shifts. Shifts added another way stay as they are.