Who this feature is for
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You can export your Worker's Timesheet data to a CSV file to import into your ERP or Payroll solution, or for data analysis.
There are 3 ways to export time from the Timesheets page:
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Export from the Timesheet Weekly Page
- This is the suggested export if you are using Assignar overtime rules.
- This export gives you 2 options: a generic format or the MYOB AccountRight format
- Time is broken up by activity (a timesheet will be broken up into multiple rows in the export)
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Export from the Daily Page - Condensed View
- This is ideal if you need to filter out timesheets from the export (the weekly view doesn't allow you to filter/search) - otherwise it is the same as the export from the weekly page.
- Time is broken up by activity (a timesheet will be broken up into multiple rows in the export)
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Export from the Daily Page - Expanded View
- This export honors all of the sorting/hiding of columns you have applied and will only include the timesheets you have filtered to show - this is a custom export
- Please note that this view and export shows each timesheet as a single row. Timesheets are not broken up by activity - and therefore overtime coding doesn't show.
Video Overview:
Export from the Timesheet Weekly Page
- From the left hand navigation, open Field Data - Timesheets and click the Weekly tab
- Select the week you want to export using our date picker
- Click Export
- Select export template (Assignar Generic or Myob AccountRight)
- MYOB AccountRight - For more detailed information, check this article.
- The timesheets will then be exported into a CSV file into your computer/laptop, which you can then use to import into your Payroll system.
Export from the Timesheet Daily - Condensed Page
- From the left hand navigation, open Field Data - Timesheets and click the Daily tab and set the view to Condensed
- Next, filter the Timesheets you want exported using our filters and search bar (all of the timesheets you can see on this page will be exported).
- Click Export
- The timesheets will then be exported into a CSV file into your computer/laptop - the layout of the csv is the same as the one from the Weekly export.
For a customized export, use the Daily Timesheets - Expanded View
- From the left hand navigation, open Field Data - Timesheets and click the Daily tab and set the view to Expanded
- Next, filter the Timesheets you want exported using our filters and search bar (all of the timesheets you can see on this page will be exported)
- Next, sort the columns in the order you desire, and hide any columns you don't need in the export
- Click the Export button which will download a CSV of your data
- Note that from the Expanded view, each timesheet is a single row, timesheets are not broken up by activity and therefore overtime coding will not display in this export
Can I still use Insights?
If you’re currently using a custom payroll export setup with Insights, you can continue to use that to manage your payroll processes. We strongly encourage you to manage Payroll using our Overtime Rules page in conjunction with our Web Timesheets page as its easy to set up and easier to use!