This help article covers creating working hours reports, the report search criteria, saving shortcuts, and the access rights required for the function.
Creating working hours reports and setting search criteria
You can open the view by selecting Working hours > Working hours reports or Payroll > Reports > Working hours reports.
Create a working hours report as follows:
Select from the Report format menu the format in which the data is presented. The selection affects which tab you are directed to on the report. All tabs of the different formats are shown after the report is generated, regardless of the selected format.
The following options are available:Working hours report (default)
Working hours report by customers
Working hours report by calculation objects
Daily working hours report
Daily breakdown
Flexitime by salary models
If the construction sector notification procedure is enabled in the environment, the following options are also available:
Working hours reports by construction sites
Working hours report by contracts (More information can be found, if needed, in the help article: Construction sector notifications)
Use the Period selection to define based on which date information the data is retrieved:
Retrieve data for a period by selecting a specific month or the entire financial period from the drop-down menu.
Freely define the desired length of the period with a date restriction by typing the desired date range or selecting the dates from the calendar view.
Use the Salary model selection to show only the data for a specific salary model. By default, the search criteria include the selection “All”.
Use the Employee selection to show on the report only the data of a specific employee. By default, the search criteria include the selection “All”.
Use the Status selection to show on the report only entries with a specific status. The options are: all, open, acknowledged, approved, or paid. By default, the search criteria include the selection “All”.
Use the Hierarchy selection to show only entries at a specific level of the company hierarchy. By default, the search criteria include the selection “All”.
Use the Record types selection to show on the report only the desired record types. By default, all record types are selected in the search criteria.
Use the Calculation objects selection to choose calculation objects, if desired.
Click the Show report button.
On the report that opens, all report formats are shown on their own tabs according to the search criteria. Regardless of the selected “report format”, all different options are always shown on the report.
Saving a shortcut
In payroll reports, it is possible to save a shortcut for any report you want, so that you can always use your preferred report template, for which you can change the period. You can find more information about shortcuts and how to create them here: Saving a shortcut to a report
Access rights
The Working hours reports function requires that, in the user’s function-specific rights, editing right is granted for “reporting” and, in addition, approval right in the company hierarchy for the employees whose data you want to view.
Frequently asked questions
How do I access the working hours reports view?
You can open the view by selecting Working hours > Working hours reports or Payroll > Reports > Working hours reports.
Are other report formats shown if I select a specific report format?
Yes, regardless of the selected format, all tabs of the different formats are shown after the report is generated. The selection only affects which tab you are directed to on the report.
What access rights does the Working hours reports function require?
The function requires, in the user’s function-specific rights, editing right for “reporting” and approval right in the company hierarchy for the employees whose data you want to view.
What options are available in the Status menu?
The options in the Status menu are all, open, acknowledged, approved, or paid. The default is “All”.
Keywords: Working hours report, reports, working hours, search criteria, shortcut, access rights, salary model, calculation objects
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.