Reporting Period

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.

Create a New Reporting Period

• 1. On the left side of the screen, click the plus sign  to expand the Organization menu.
  2. Click Reporting Period
  3. Click the Add button in the toolbar.
  4. 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.
  5. Fill in the following fields:
     1. Reporting Type*: Enter an ID name for this reporting period. The maximum length is 100 characters.
     2. Reporting 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.

     4. Attachment : Check the box if you would like 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.
          • 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.

        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.
     6. Period Starts*: Enter the date that this reporting period takes effect.
     7. Period Ends*: Enter the date that this reporting period will no longer be used.
     8. Effective Date*: Enter the date this report will take effect.
     9. 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
  6. PTO Start Month: This option is only used if you are using Time Off Request option. PTO Start Month field is used to set the start of the Yearly Accrual.  Default is January, this is the date when the employee yearly balances are reset and carry over calculated as applicable.  
  7. Break Type (Available in v8.1 and higher): Default it is disable.  There are 4 options
     1. Disable Break Tracking
     2. Enable Break Tracking (Rest & Meals)
     3. Enable Meal Break
     4. Enable Rest Break
  8. Paid Break (Available in v8.1 and higher):  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.
  9. Click the Save button to save the record.

* Indicates a required field

Custom Periods

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

1. Once custom period is created and saved, you will need to go to the [Periods] tab to manually add the custom periods.
2. Click the Add button  in the toolbar.
   
   1. Start Date: Type in or user the calendar to set the start date for the first custom time reporting period
   2. End Date: Type in or user the calendar to set the end date for the first custom time reporting period.
3. Repeat as needed to add all of the reporting period's Start & End dates.
4. Click the Save button to save the record.