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Export Hours

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Export Hours

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Export Hours

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The Export Hours feature provides an output of employees' hours in Excel spreadsheet format or a PDF report.

By using the Filter option, the export can be filtered to specific groups. i.e., departments, class, or employees.

 

 

 

To access:

 

Select the Payroll Tools menu.

Select Export Hours.

 

HTML5 - Navigate Payroll Tools Export Hours

 

The Export Hours screen will be displayed.

 

EXHH - Export Hours main screen

 

The output format can be either a report or an Excel spreadsheet.

Before processing select the output format you would like.

 

Click on the Options icon.

 

EXHH - Options icon

 

On the General tab, click in the Preview As window to open the drop-down list.

From the drop-down list, select either Special (for Excel spreadsheet) or PDF (for a report).

 

EXHH - Report options special

 

 

 

Select Columns to Include in Export

For further details on selecting / deleting columns see Reports Functions Overview.

 

Click on the Report Column icon.

 

EXHH - Report column icon

 

To add fields to the left side Column panel, double click on the fields. This will move the field to the Column panel.

 

When selecting fields those under Employee are HOME fields and under Complement are WORKED fields.

 

EXHH - Columns

 

 

Filter

Use the Filter option (Funnel icon) to select a specific group to be exported.

 

EXHH - Filter options

 

 

 

Print Sequence

 

To sort on Other – Home(Employee complements) (fields) – the Based on Schedule must be OFF.

 

To sort on Other – Worked complements (fields) – Based on Schedule must be ON and the report fields need to pulled from the Complement column.

 

The Other / Print Sequence selected – user must also select on the Columns to have the print sequence (Sort) field show on the export.

 

EXHH - Based on Work Sched

 

 

 

Excel Export Output

 

The Options / Report Options / General tab / Preview as option must be set to Special.

 

Set a date range for the hours to be pulled from.

The User Defined option allows you to use the Start / End Date range option. You can also choose from the defined Period section.

 

 

Options

 

EXHH - Options section

 

Add Date Time Suffix to the file Name - This will add the date and time to the Excel file name.

 

EXHH - Excel file date and time

 

Include Header - The system will include the column headers in the Excel layout.

 

EXHH - Excel headers

 

 

 

 

Processing

Click on the Process icon (red wheel) to export the hours.

Click Yes to continue.

 

EXHH - Continue popup

 

Once the process is complete, the Excel spreadsheet will be displayed in the bottom left corner.

Click on the window to open the spreadsheet.

 

EXHH - Excel completed

 

 

 

 

PDF Report Output

 

The Options / Report Options / General tab / Preview as option must be set to PDF.

 

Set a date range for the hours to be pulled from.

The User Defined option allows you to use the Start / End Date range option. You can also choose from the defined Period section.

 

Include Header Option - Headers are not a default with this PDF report, however, date and time are. Tick on if headers are required.

 

Processing

Click on the Process icon (red wheel) to export the hours.

Click Yes to continue.

 

EXHH - Continue popup

 

When processing is complete the PDF will be displayed in the lower left-hand side.

 

 

In the example below the Include Header option was ticked on. The date and time are included as a report layout default.

 

EXHH - ExportHours PDF

 

 

 

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