Timesheets

Timesheets

Timesheets contain such features of PerXL that allow you (the admin and the manager accounts) to track the work hours and activities of your resources. Timesheets provide a way for employees to automatically log their start and end times for each workday, as well as any breaks or other activities that may impact their overall work hours.

Timesheets can also be used to track employee attendance, absenteeism, and productivity, which can help you to identify areas where improvements can be made.

Prerequisites to view the Timesheets

  1. You must have selected the workforce option in the plan.
  2. You must have an manager or the admin account which by default contains the permissions to view this report.
  3. PerXL client programme must the installed on the user's computer.

Team's Timesheets

A team timesheet is a summary report that monitors and controls the resources' time and attendance. This includes details like check-in and check-out times, the overall amount of time worked, etc. It is crucial tool for making sure the team is functioning successfully and efficiently .

How to view Team's Timesheets?

  1. Choose the icon for reports from the sidebar menu. A drop-down menu will show up.
  2. Or you can select Report button at the bottom of the sidebar menu.
  3. From the menu, select the Team's Timesheets icon.
  4. A New page will appear with the heading Team's Timesheets.
  5. Choose from the available options the name(s) of the resource(s) and the start and the end date.
  6. Select Generate button and you will get the timesheet of the selected resource(s).
  7. Note : You can download this report in excel format or as an pdf by selecting one of these choices at the top of the current page, or you can just select the print option to directly print it.

Resource Timesheets

In order to monitor and manage the time and attendance of a single resource, resource timesheet reports are employed. The date, the start and end times of the employee's shift, any breaks or lunches taken, any overtime worked, and any time off taken are normally recorded in these reports.

How to view Resource Timesheets?

  1. Choose the icon for reports from the sidebar menu. A drop-down menu will show up.
  2. Or you can select Report button at the bottom of the sidebar menu.
  3. From the menu, select the Resource Timesheets icon.
  4. A New page will appear with the heading Resource Timesheets.
  5. Choose from the available options the name of the resource and the start and the end date.
  6. Note : Only time periods with gaps of no more than 31 days are available for selection.

  7. Select Generate button and you will get the timesheet of the selected resource(s).
  8. Note : You can download this report in excel format or as an pdf by selecting one of these choices at the top of the current page, or you can just select the print option to directly print it.

Timesheet Details

This report section can be viewed as an expanded version of typical timesheets that include more details about the resources' productive hours. A detailed timesheet includes information about the exact tasks or projects worked on over a given period in addition to monitoring the hours worked.

If your resources work on several projects or tasks during the day, or when a high degree of information is needed to track the development or status of particular work activities, detailed timesheets are frequently employed.

How to view Resource Timesheets?

  1. Choose the icon for reports from the sidebar menu. A drop-down menu will show up.
  2. Or you can select Report button at the bottom of the sidebar menu.
  3. From the menu, select the Timesheets Details icon.
  4. A New page will appear with the heading Detailed Timesheets.
  5. Choose from the available options the name of the Assignee, the start and the end date along with the status and either approved or overdue from the other options.
  6. Select Search button and you will get the timesheet of the selected resource(s).
  7. Select Reset Filters button to reset all the filters at once.
  8. Note : You can download this report in excel format or as an pdf by selecting one of these choices at the top of the current page, or you can just select the print option to directly print it.