Export Time Account Balances, Time Sheets and Payouts

An Excel export is available in timr for forwarding time and vacation balances to payroll and for evaluations. You can export the data of each balancing date and export them individually or collectively over a certain time span.

1. Export data of time account balance

Open the menu item "Time Account / All Accounts". At the top right, the "Export" option opens a dialog box.

All dates of your time account balances are available for selection here. Select the date for which you want to export your balances. Alternatively, you can also select a time span. This means that the data for the relevant balances within this time span will be exported collectively.

For example, if you would like to have an annual overview of sick days or home office days for the last year, enter "31.01.23" to "31.12.23".

Also select whether you want to export an overview as an Excel file (display minutes as minutes or decimal possible) (marking 1) or the timesheets per employee (marking 2). Only the data of employees for whom a balance was made on this date can be exported or the data contained in the time span.

You can either export all balances or filter specific users or organizations (Enterprise Plan).

2. Contents of the Excel export

The exported XLS file contains the following spreadsheets:

2.1. Time and vacation account

2.2. Overtime and Allowances

2.3. Working time types

2.4. Absences

2.1. Time and Vacation account overview

This view gives you an overview of the status of the time and vacation account at the time of balancing.

The contents correspond to the data you will find on the individual timesheets:

2.2 Overtime & Allowances Overview

The Overtime and Allowances module is currently in beta testing. If the module is activated and rules for overtime and allowances have been created, you will see here the totals of hours accrued based on the respective rules and the status of the overtime account. See "Introduction Overtime & Allowances".

2.3 Overview of hours broken down by working time types

In the "Working time types" overview, all hours of the period are broken down by category and working time type. (Your created working time types can be found under "Administration/Working time types").

2.4 Overview of absences

In this overview all absences are listed in days. All absences are taken into account, i.e. those that run through requests and also those that can be entered by your employees.

Marker 1: If a vacation is entered via request with a date range including non-working days, the working days and the calendar days will differ.

Marking 2: If the absence/vacation is entered directly (without application function), the entry is interrupted for non-working days. So there are 2 entries.

2.4.1 Month accrual

Entries across months are accrued per month.

Example:

10/26 - 11/02 Sick is accrued as follows:

October Export: 10/26 - 10/31 Sick

November export: 11/01 - 11/02 sick

2.4.2 Absence recorded by request function

If an absence is entered via the request function, there is no interruption for non-working days (Marker 1). You will see the working days and calendar days listed in the table.

Example:

Absence from 12.1. - 19.1.

The absence is also displayed in the calendar as a continuous absence.

2.4.3 Interruption on non-working days if absence is independent (without request)

If an absence is recorded directly, i.e. not booked via the request function, there is an interruption on non-working days (Marker 2 or Example Parental Leave).

Example:

Thu 26 Feb - Fri 10 Mar results in 3 periods

23. + 24.1. / 28. - 3.3. / 6. - 10.3.

Note: This representation will be changed. It should also be shown without interruption on non-working days.