As project-based work has become more common, timesheets aren’t just used to calculate payroll. Project or client-based timesheets are more detailed records showing the amount of time spent on each project or client, which means they can be used for billing purposes and to help with project management. These types of timesheets are also useful for HR Professionals in workforce planning to analyze the activities being carried out and the amount of time taken.
OrangeHRM’s ‘Export to CSV’ feature helps both HR professionals and project managers to generate reports based on the selection criteria which they have defined. This, in turn, is beneficial to both HR professionals and project managers in many ways:
- Track project costs
- Estimate future costs
- Measuring unproductive time
- Understanding an employee’s workload
And etc.
Once the user has filled timesheets, supervisors, and admins depending on the access level can export consolidated reports as CSV files.
Step 1 – Select Reports and Analytics ->Export Timesheet Data. The ‘Export to CSV’ screen is displayed as follows.
Step 2 – The user can use the filtering criteria to configure the report the way they want it. Fill in the following filtering criteria.
|
Filter |
Description |
|
Employee |
Based on the employee |
|
Supervisor |
Timesheets of the chosen supervisor’s subordinates. The user can choose previously created supervisors from the drop-down. |
|
Employment status |
Based on the employment status of the employees, for example, Full-Time Contract, Part-Time Contract, Freelance, Full-Time Permanent and etc. All these options are available in the dropdown. |
|
Subunit |
Based on the timesheets of the selected department. |
|
Customer |
Based on the timesheets of the selected customer. |
|
Project |
Based on the timesheets of the selected project. |
|
Activity |
Based on the timesheets of the selected activity. |
|
From/To |
The user can specify the time period which they want to generate the report for. |
|
Include |
The user has the option to generate the report based on the timesheets of current employees or current and past employees or past employees. These options are available in the dropdown. |
|
Timesheet Status |
The user can mark the checkbox relating to the status of the timesheets as Saved, Submitted, Approved, Rejected, and Not-Filled from the dropdown. |
|
Additional Fields to display |
The user can select which fields to display in the report apart from the above-mentioned fields. The user can select:
|
|
Group by* |
The user can group the timesheets based on the fields mentioned under ‘Group by. The user can choose from the following fields mentioned under ‘First Level’ :
|
|
Other |
The user can choose the functionalities they require in the report. The user has the option to choose the following fields :
|
*Group by- Upon clicking either of the mentioned fields 2 additional fields will appear. The image below shows the 2 additional fields.
Furthermore, upon clicking either of the mentioned fields under ‘First Level’, fields relating to the ‘Second Level’ is been activated. The ‘Second Level” fields are displayed as follows.
Step 4 – Click ‘Export to CSV after all the above fields have been configured.
Refer to the following :