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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 Si-Monthly Semimonthly as Weekly. Time can support multiple reporting periods; however, 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

Access the Reporting Period setup window.
• Expand Organization
Click on
• 1. On the left side of the screen, click the arrow Image Added to expand the Organization menu.
  2. Click Reporting Period
  3. 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
• 1. the Add button Image Addedin the toolbar.
  2. 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.

Si-Monthly
• 1. • Semimonthly as Weekly: Semimonthly split into weekly timesheets.
  2. Fill in the following fields:
     1. Reporting
Period
• 1. 1. Type*: Enter an ID name for this reporting period. The maximum length is 100 characters.
     2. Reporting Type Name*: Enter a name for this reporting period.
     3. [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.
• 1. 2. Break Type* There are 4 options
        1. Disable Break Tracking - If you don't want users to log their meals and breaks 
        2. Enable Break Tracking (Rest & Meals) - If you want users to provide their Meals and Rest Breaks during their time of Clock in/out or Time In/Out Entry
        3. Enable Meal Break - If you want users to only provide their Meals during their time of Clock in/out or Time In/Out Entry
        4. Enable Rest Break - If you want users to only provide their Rest Breaks during their time of Clock in/out or Time In/Out Entry
     3. Paid Break:  Default is No.  This is only if break tracking is enabled and if break is paid then the break time will be included in the timesheet total hours otherwise if it is no then the break hours will not be part of the timesheet total hours.

     4. Attachment : Select Yes if you would like users to have the ability to attach documents to timesheet. Select No if you don't want users to have the ability to attach documents to timesheet

     5. 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
• 1. 1. • • Biweekly: select
"End
• 1. 1. • • the day of the
Month
• 1. 1. • • week.
"
• 1. 1. • • 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
• 1. 1. • • 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

• 1. 1. starting day of the first time period. Closing Day

day is

• 1. 1. is for informational purposes only. The Period Starts and Effective Date need to be the same date.

        
        

     2. Period Starts*: Enter the date that this reporting period takes effect.
     3. Period Ends*: Enter the date that this reporting period will no longer be used.
     4. Effective Date*: Enter the date this report will take effect.
     5. Entry Increments
in
• 1. 1. *: 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. 1. • 1/
2
• 1. 1. • 10: Hours can be reported down to the
half
• 1. 1. • tenth of an hour. Use decimals
to
• 1. 1. • to report fractions of an hour (e.g. 3.2 or 4.
5
• 1. 1. • 9).
        • 1/
4
• 1. 1. • 2: Hours can be reported down to the
quarter
• 1. 1. • half hour. Use decimals to to report fractions of an hour(e.g.
1.25 or 3.75
• 1. 1. • 2.5).
        • 1/
10
• 1. 1. • 4: Hours can be reported down to the
tenth of an
• 1. 1. • quarter hour. Use decimals to report fractions of an hour (e.g.
3
• 1. 1. • 1.
2
• 1. 1. • 25 or
4
• 1. 1. • 3.
9
• 1. 1. • 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
  2. PTO Start Month
Start On
• 1. : This option is only used if you are using Time Off Request option. PTO
Month Starts On will be
• 1. Start Month field is used to set the start of the Yearly Accrual
Period
• 1. .  Default is January
. Click Save when done creating the reporting period
• 1. , this is the date when the employee yearly balances are reset and carry over calculated as applicable.  
  2. Click the Save button to save the record.

* Indicates a required field

...

After creating a custom period, you must define the period.

1. Once custom period is created and saved,

...

1. you will need to go to the [Periods] tab to manually add the custom periods.
2. Click the Add button Image Added in the toolbar.
   
   1. Start Date: Type in or user the calendar to set the start date for the first custom time reporting period

...

1. 1. End Date: Type in or user the calendar to set the end date for the first custom time reporting period.
2. Repeat as needed to add all of the reporting period's Start & End dates.
3. Click

...

1. the Save button to save the record.