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- Access the Reporting Period setup window.
- Expand Organization
- Click on Reporting Period
- Click the Add button to create a new reporting period.
- Fill in the following fields:
- Reporting Period*: Enter an ID name for this reporting period. The maximum length is 100 characters.
- Name: Enter a name for this reporting period.
- Entry Format: Defaults Hours, but if you would like to have a reporting period based on Time In/Out then you would need to select "Time" option for Entry Format.
- Hours: To capture the number of hours per day.
- Time: To capture Time In and Out per day per line.
- Report Type*: Select the report type for this reporting period
- Weekly: The reporting period is one week (7 days) long.
- Biweekly: 2 week (14 day) reporting period
- Semimonthly: Splits each month into 2 reporting periods
- Monthly: Monthly reporting period. The number of days may vary by month.
Custom: Reporting periods are irregular and are determined by an administrator.
Info For Weekly and Biweekly setup
- Period Starts is the ending day of the first time period.
- Closing Day day is for informational purposes only.
- The Period Starts and Effective Date need to be the same date.
- Closing Day: Select the day in which the reporting period ends. The values vary depending on the Report Type selected
- Weekly: select the day of the week.
- Monthly: select "End of the Month."
- Semimonthly: Select the date (number) for the first reporting period of the month to end.
- Semimonthly Closing Day2: select "End of the Month" if creating a Semimonthly reporting period. Otherwise, leave it blank.
- Period Starts*: Enter the date that this reporting period takes effect.
- Period Ends*: Enter the date that this reporting period will no longer be used.
- Effective Date*: Enter the date this report will take effect.
- Entry Increments in*: Determines in what time increments hours can be added to a timesheet.
- Whole: Hours are reported as whole hours. Fractions of an hour cannot be added
- 1/2: Hours can be reported down to the half hour. Use decimals to to report fractions of an hour(e.g. 2.5).
- 1/4: Hours can be reported down to the quarter hour. Use decimals to report fractions of an hour (e.g. 1.25 or 3.75).
- 1/10: Hours can be reported down to the tenth of an hour. Use decimals to report fractions of an hour (e.g. 3.2 or 4.9).
- Any: Hours can be reported down to the hundredth of an hour. Use decimal to report fractions of an hour (e.g. 1.01 or 2.99)
- PTO Month Start On: This option is only used if you are using Time Off Request option. PTO Month Starts On will be used to set the Yearly Accrual Period. Default is January.
- Click Save when done creating the reporting period.
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