We understand that payroll can be a tedious task. This is why we have made it possible for you to have the flexibility and options to export your employee's timesheets in a variety of formats to suit your exact business needs.
This article will review all of our different options and will act as a starting guide that you can use yourself or share with the person responsible for payroll within your company. Before exporting your timesheets, we also recommend going over our article that discusses how to prepare for payroll.
In this article we will go over the following:
How to export timesheets:
To begin, there are two ways to export your employees timesheets. You can either head over to your Time Clock, click on the Timesheet tab and click on export to get the information for all your employees
Another way you can export is by clicking on a specific employee to get their personal timesheets in the same available formats.
Now, that you know how to export your timesheets, let's go over the different options.
All Export Options
Payroll totals (.xlsx)
Our Payroll totals export is perfect for companies that only care about the bottom line for each employee. This export is our most summarized export and contains one row per employee with all of their totals.
The timesheets export breaks down your employee's hours on a day-to-day basis. In other words, on any given day. you can see their hours worked, what job they clocked into, and depending on your settings, custom fields, their geolocation stamps, shift attachments, overtime, and much more. This export is great for companies that want an overview of exactly what is going on for each workday.
When exporting the Timesheets you get to customize the report and decide what information you want to include. For instance, you can choose:
What custom fields to include
What shift attachments should be included (if the feature is activated)
Include short codes
What data layers should be included (if the feature is activated)
Punch location addresses (if the feature is activated)
To exclude users with no entries
Include day name in the date column
Include user name on every row
The export file will look something like this:
Our timesheets PDF is similar to our timesheets in that it splits the information on a day-by-day basis, but exports the information in a more presentable format. A lot of Connecteam managers use this report to, for instance, share with external clients that they want to bill.
If you export the timesheet PDF from your timesheets tab, you will be able to export it, and customize the report to your liking and choose to include up to four shift attachments such as your employee's signatures, employee notes, and manager notes. for all your employees and the reports will be sent to your email. You can of course also export it for a specific employee by going into their own timesheets.
Here is an example of a Timesheet PDF
Shift Report (.xlsx)
The report resembles our timesheets but the main difference is that each shift will have its own row. This export is more suitable for companies that have employees that work overnight shifts and that do not want the hours split across two rows. Like the timesheet export, you get to customize what fields should be in the report and the end result will look something like this:
Shift Report (PDF)
Just like the shift report, if you have a shift that crosses days, the shift report PDF will keep each shift on a single row instead of splitting it up into several days and will allow you to include employee notes, manager notes and up to four shift attachments
Multiple Time Clock Export
If you are a larger organization and have employees in several time clocks we've made life easy. If you go back to your Time Clock lobby, you will now be able to export all your employee's timesheets and merge them into one combined export. Just click on the export button and select the payroll period you wish to export.
Keep in mind that for the combined export to work, you will need your break settings and your overtime settings to be identical across all your time clocks, or else the export will not work and you will get the following error message:
Instead of exporting your hours manually, you can export them directly using our Time Clock integrations. We currently support exports to QuickbooksOnline, and Gusto but will very soon be adding Xero, and ADP to our arsenal of integrations. To discover and connect our integrations, just click on the export button, select discover integrations, and connect to your designated payroll provider.
In this article we went over how to to export timesheets, all the different export options and payroll integration.
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