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 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.

Create a New Reporting Period

• 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.

  • 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.
        
        

    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.

* Indicates a required field

Custom Periods

After creating a custom period, you must define 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
  • Period Ends: Enter the closing date for the first custom time reporting period.
• Repeat as needed to add all of the reporting period's Start & End dates.
• Click Save when done defining the custom period.