Page Comparison

Reporting periods are used to determine the period dates each timesheet covers. Time supports five six types of reporting periods: Weekly, Biweekly, Semimonthly, Monthly and Custom, Custom, and Si-Monthly as Weekly. Time can support multiple reporting periods, however an employee can only be assigned to one reporting period at a time. To assign an employee's reporting period, go to Employee Setup.

...

• 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:
  • 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.

    • Si-Monthly as Weekly: Semimonthly split into weekly timesheets.
  • 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. (For Clock In Clock Out ONLY Entry, the entry format has to be hours)
    • Time: To capture Time In and Out per day per line.

  • Enable Attachment : (Version 6.1 and later) When enabled users will be able to attach documents to timesheets

    .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

  .

  • 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.
        
        

    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.

    
    

  • 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.

...

After creating a custom period, you must define them. From the Reporting Periods window:

...

the period.

• Once custom period is saved, the application will take you directly to the Periods tab for the reporting period.
• Click Add and enter in the following:
  
  • Period Starts: Enter the start date for the first custom time reporting period
  • End DatePeriod Ends: Enter the closing date for the first custom time reporting period.
• Click the Add button to add additional Start & End dates.
• Repeat as needed to add all of the reporting period's Start & End dates.
• Click Save when done defining the custom period.Click Back to return to the reporting period window.