Staff members have the ability to generate a Timesheet for themselves to view their payroll hours and mileage. The Timesheet will not show any dollar amounts, only payroll hours and mileage.
Generate Timesheets
- Open the Staff Schedule you want to generate a Timesheet for.
- Select Payroll Time & Travel Mileage from the top menu.
The Time & Travel Review window will pop up.
- To change the Period for your Timesheet, navigate with the Arrows or click the 3 dots(...) to open the Period Control Options window.
- You may change the Base Date, and the Range.
Click OK when finished.
- To see all appointments, you can Uncheck the box Show only entries with payroll time and/or mileage.
This will show the appointments in blue for Payroll, and all others in white.
NOTE: The For PR box indicates that the item is 'For Payroll'. The PR Time box indicates the 'Payroll Time' for that line item.
IMPORTANT: Appointments that have not been Rendered will not be included in Payroll (as shown in the example below), and will show in the PR Time column as 0.00. It is very important to always render your appointments to ensure that they will be included in Payroll (and Billing, if applicable).
- Click the 3 dots(...) in the bottom left to open the Timesheet Options.
- Choose the Timesheet Option you would like to generate.
Click OK.
NOTE: Style: Payroll Timesheet will show the true payroll hours. The Style: Time & Travel Log can group by different elements, but will not account for overlapping appointments or calculate overtime.
- Click Time Sheet on the bottom left when ready to Generate your Timesheet.
Example of Style: Payroll Timesheet