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Timesheet vs Roster


This guide will run through all the functionality of the timesheet vs roster page.

Navigate

Menu > Rosters > Timesheet




Breakdown


This page is designed so the timesheet can be quickly compared to the roster and amendments quickly made.

The data is listed employee by employee.

The page does this by overlapping the roster and the timesheet.

Making differences easily identified.

Roster data is an optional component.


Basic Example:

Timesheet Example Shift Clocking

We also see here that the Clock off time has been modified

If we mouse over, we can see who made this modification and what the original entry was:

Modified Timesheet Mouse Over



Legend



Legend:

Roster vs timesheet legend


Another way to look at the legend is red will cost the business more and green will cost the business less, if wages are calculated from timesheet data.


The i column illustrate how the shift was created.

 
IconDescription
Fingerprint iconThe employee has used their fingerprint to clock their hours
The employee has used Facial Recognition to clock their hours
iEmployee clocked hours using the employee console

GPS used to clock hours, click to view the location
iThis entry was created from the roster
iManually entered, mouse over to see who created this entry
iAn employee has manually entered their own timesheet entry


There is no need to memorize this table as you can mouse over any of the icons for a description.
 

How is timesheet data generated?


The data in the timesheet can be created many different ways.


The clock on/off guide describes how the employee can clock their worked hours.


You can also manually create an entry or generate the Timesheet data from roster.




Manual entry of Shifts


Click the Add Shift button. A new Add Shift window will open. 

Add Shift

An entry can be manually created using the above form, most of these fields are self explanatory.

The Job title and Description are used to track jobs and for calculating hours for invoicing, they are not required.  




Adding Weekly Shifts

You can add multiple shifts for an employee over a week.  Select the employee from the Search bar at the top of the page.

Adding Weekly Shifts Employee

Enter the Start, End and Note values that correspond with the missing timesheet entries.  


Can add split shift by clicking the plus button next to the corresponding day. 


Once finished click Add Shifts, and they will be added to the employee's timesheet. 




Adjusting the timesheet


Adjustments will need to be made to the timesheet. 


Click on the shift's date, time, creation method or job and a form will appear that will allow you to make changes. 


Update timesheet entry.


Adjusting Timesheet Entry

For this example Alice Tomson started work at 8:30am, however she clocked on at 9:00am.


Make this change to the Clock on time and click Update.


Note: All times are in 24 hour time.


After adjustment

After Timesheet Adjustment


The new time has been saved and new total hours automatically calculated.


We can also see who made this change and what the original entry was by mousing over the orange clock on time




Adding a Timesheet Note

Managers can add notes when reviewing timesheet entries.

Click the date/time of the timesheet entry. On the "Update Shift" window, add a Note and click Update.

manager-add-timesheet-note-fc965.png


Deleting a Shift

Shifts can be deleted in two ways.

Click the date/time of the shift you wish to delete. On the "Update Shift" window, click the Rubbish Bin icon located on the top left of the window.

You can also hover over the Shift Timeline Bar and press "delete" on the keyboard. 



Searching the Timesheet vs Roster


Filter form

Search Timesheet


The filter can be quickly used to find an entry.


By default the current fiscal year and working week will be selected.

A group can be selected to show only the employees who are a part of that group, when a group is selected this will also affect the employee filter list.

An individual employee can also be selected.

The form will be automatically submitted when a changed is detected.




Identifying discrepancies


The roster is rarely going to match the timesheet perfectly.

Every business will find different trends from the information on this page.


Perfectly clocked hours

Perfectly Clocked Hours



The above illustration is an example of an employee who has clocked his work hours exactly the same as his roster.


Under all circumstances this is what you should be aiming for from every employee and from realistic planing.


Clocking on late

Locking on late displayed on timesheet



The above example is of an employee who clocked on late every morning.


You can use this information to identify possible issues.


Working back late


Working back late displayed on timesheet


The employee in the above example worked back late on one of their shifts.




Missed shift


Employees will miss shifts and other employees will fill in for them.


Missed shift


Missing a shift and working a shift that was not rostered

Missing a shift and working a shift that was not rostered


The above example illustrates that Warren Peter missed his shift on the 20th (Green roster).

He may have forgotten to clock his hours.

If this was the case we could click the Create button and add his shift.


However, in this case, he called in sick and Tania Nun filled in for him.

We can easily spot the shift that James worked that he was not rostered on for (Red shift entry).





Reason behind discrepancies


There are many reasons why the hours clocked don't match the hours rostered.


Including





Shift work


Note: There is a script that runs at midnight that checks for any employees that have not clocked out.

The system will automatically clock off any employees who have not yet done so at midnight. If employees work past midnight then this can be turned off.

Navigate to Menu > Settings > General > Global > Timesheet Settings - Shift Work

Select the setting Shift Work - Staff work past midnight.

1710465764764-6e62e.png


An employee can clock work past midnight.

Example

John Smith Clocks on at 20:00 (8pm)
  Clocks off at 04:00 (4am)


The system will acknowledge this has occurred and calculate a total of 8 hours worked (4 to midnight and 4 past midnight).

All your shift rules will still function.