🎯 For Admins and Schedule managers with access to relevant Departments.
🟡 This feature is currently limited to select Planday organisations.
Full availability is coming to all soon.The Timesheets page replaces the Punch Clock approval page and shifts approval from the Schedule.
If you use the old approval method, see the article on managing and approving Punch Clock entries or approving shifts on the schedule.
Download a timesheet report
To see both shift and Punch Clock data in one place, you can now view and compare hours scheduled against hours worked.
Go to Reports > Timesheet report.
Change the following settings to customise your report.
Departments — You can export the hours from all departments (default) or select a specific department.
Employees — Export hours for a particular employee or gather data for all employees (default) in the selected department(s).
Period — You can select the start and end dates for the period you need to review and export hours.
Days of the week — Filter hours by a particular day of the week or export data for all days of the week by default.
Shift types — You can select which Shift types you want your shift report to filter by, for example, leaving it at the default option, which selects all Shift types.
Shift status — To export hours by a particular shift status, you can uncheck the default of All options to only have Approved or Not approved hours in your final export.
Export format — You have the option to download the report as either a CSV or PDF file.
The CSV file provides a detailed report, which is ideal for raw data analysis.
The PDF format offers a more readable presentation of the report.
When ready, click Download report button and choose where to save your file.
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