Reporting periods are used to determine the period dates each timesheet covers. Time supports six types of reporting periods: Weekly, Biweekly, Semimonthly, Monthly, Custom, and Semimonthly 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.
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Create a New Reporting Period
- On the left side of the screen, click the plus sign
to expand the Organization menu.- Click Reporting Period
- Click the Add button
in the toolbar. - Select one of the reporting types:
- 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.
- Semimonthly as Weekly: Semimonthly split into weekly timesheets.
- Fill in the following fields:
- Reporting Type*: Enter an ID name for this reporting period. The maximum length is 100 characters.
- Reporting 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.
Attachment : Check the box if you would like users to have the ability to attach documents to timesheet.
- 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.
- Biweekly: select the day of the week.
- Semimonthly: Select the date (number) for the first reporting period of the month to end.
- Semimonthly Closing Day2: Select the second the end date for the second period of the month.
- Monthly: Select when the period will end for the month.
- Semimonthly as Weekly: This is already hard coded as 15th and End of Month.
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*: Determines in what time increments hours can be added to a timesheet.
- 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).
- 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).
- 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)
- Whole: Hours are reported as whole hours. Fractions of an hour cannot be added
- PTO Start Month: 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 the Save button to save the record.
* Indicates a required field
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- Once custom period is created and saved, you will need to go to the [Periods] tab to manually add the custom periods.
- Click the Add button in the toolbar.
- Start Date: Type in or user the calendar to set the start date for the first custom time reporting period
- End Date: Type in or user the calendar to set the end date for the first custom time reporting period.
- Repeat as needed to add all of the reporting period's Start & End dates.
- Click the Save button to save the record.