Hello everyone! Today we have great news for all our customers that use one of our Payroll integrations. We have created the new Stale Timesheet Event Report. Its purpose is to show outstanding edits made on timecards that have not yet been approved or accepted into the payroll timesheet.
To be able to fully utilize this report, some prior steps will need to be taken. First of all, since we mentioned this shows edited timesheets, we would need to work with the "Approve Timesheets" section, where we can edit a timesheet that has already been approved.
The "Approve Timesheets" option can be found in the Basic section of the Administration tab:
Once inside, we would be editing this example timesheet that is on "Management Approved" status:
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We click the Edit button on the bottom of the screen:
On the next step, we would make the necessary adjustments to the timesheet:
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Finally, we can save the changes by selecting a reason for the change, then clicking on "Save Changes":
If all goes as expected, you will get the following message on the yellow textbox, which means that the timesheet is stale, since edits have been done on it:
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At this point, we can use the report, so let's go to the Reports tab and find the "Stale Timesheet Event Report", which can be found under the "Task/Job Costing Reports" section:
Pick the start and end times as needed and generate the report (or alternatively, export it via CSV file), and here is where you will be able to visualize all the changes that have been performed under the same stale circumstances, including the change we just made, highlighted below:
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Finally, let's go over the different values that you will be presented with, for the sake of clarity:
- Timesheet: This is the specific Timesheet ID.
- Worker: Name of the employee.
- Timesheet Start: This is the start date of the pay period.
- Timesheet End: This is the end of the pay period.
- Stale Reason: Action taken when the timesheet was edited.
- Stale Description: Specific edit performed.
We hope you get the best out of this incredibly useful report, let us know if you have questions or comments down below!
--Econz Team
