Time Tracking: Plan/Fact

Reports allow you to keep track of completed shifts in objects, correct them, and plan future shifts.

Time tracking reports not only help you to track work hours but also to plan the schedule and reduce the workload on your employees by doing away with paper timesheets. The report's visual design streamlines the evaluation of shifts and their duration, along with other parameters.

Click the Time Tracking/Report button on your sidebar to begin working with timesheets. The schedule for the current month will be displayed by default.

Here is the list of features that are currently available in the report:

1) The Store filter allows you to filter shifts based on the object where they were completed.
2) The <Month, Year> filter allows you to select the time interval for which you would like to view the timesheet. Use arrows to navigate through months, or click on the date to open the calendar.
3) You can download the timesheet by clicking the Download Excel button at the top-right corner of your screen.
4) You can click the Configure Columns button to add additional fields, like an object's division and region, to the timesheet.
5) The Create a shift button allows you to plan a new shift or add an already completed one to the timesheet. To do that:

- Click the Create a shift button.
- Choose one of the shift types. Actual is for shifts that have already been completed by the user, and Planned is for planning shifts in the future.
- Enter the duration of the shift either manually or using one of the templates.
- Select the employee who is going to work and the location where the shift will take place.
- Click Save to apply changes or Save and create more to save changes and add another shift.

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You can also create a shift by clicking an empty cell on the timesheet as shown below


Description of elements of the report


The number of actual shifts compared to the number of planned shifts.

The number of actual work hours compared to the number of planned work hours.


The green color means that the actual number of work hours matches the planned number.


The yellow color means that the actual number of work hours is less than the planned number.


The red color means that the actual number of hours exceeds the planned number.


The light gray color means that the shift was planned but not actually started.


The dark gray color means that the shift was not planned but the employee worked that day.

At the bottom of your screen, you can find the progress bar, which shows you the total ratio of the actual shifts compared to the planned shifts and the total number of actual working hours compared to the number of planned working hours.

How to use filters

You can use the filters on your right sidebar to filter shifts by one of the following criteria.

  • The Dates filter allows you to switch between monthly and weekly view modes.
  • The Employees filter allows you to view a timesheet of the employee(s) you select.
  • The Division filter can be used to view a timesheet for objects within the selected division.
  • The Region filter can be used to view a timesheet for objects within the selected region.
  • You can clear a specific filter by clicking the eraser button. To clear all filters, click the Clear all filters button at the bottom-right corner of your screen.
Weekly view mode

You can view the time table of a specific object in detail by selecting it from the drop-down list and switching to Weekly mode.

Use the arrows to navigate to the desired week.