Timesheets

In Timesheets, managers can monitor attendance and adjust their employees’ pay. Dayforce tracks when employees were scheduled against the recorded details of when they actually worked. Users can compare the two sets of times and adjust the worked shifts if they are inaccurate, and Dayforce highlights any problems or exceptions. Users can also correct employees’ pay by entering adjustments.

Assign Timesheets in the Features tab of System Admin > Roles to the user roles responsible for tracking time and attendance. The subfeatures mainly control what actions users can perform in their employees’ time and attendance records. Typically, this feature is assigned to user roles that manage individual locations. For information about using Timesheets, see the Manager Guide.

To configure the feature’s default settings, click the parameters configuration icon () next to the Timesheets role feature.

The following setting is available:

• Totals to show in Timesheet: Select which totals you want shown in the Timesheets feature:
  • Normal Weekly Hours: Shows the weekly hours the employee normally works, as specified in the Normal Weekly Hours field in the Employment Status tab of the Employment > Employment Settings screen in People.
  • Average Daily Hours: Shows the average number of hours the employee works daily, as specified in the Average Daily Hours field in the Employment Status tab of the Employment > Employment Settings screen in People.

Timesheets Subfeatures

Break Attestation: Enable this feature so that managers can attest on the timesheet that employees missed breaks that they were entitled to. With this feature enabled, managers can both attest an employee’s missed break on their behalf, or view and authorize missed breaks attested by the employee. Missed breaks might entitle the employee to a pay premium, depending on the pay rules configured in your instance of Dayforce. See Break Attestation.

Note: Break attestation for employee roles must be enabled separately in the Employee Timesheet and Work > Timesheet role subfeatures. Additionally, for manager roles, it can also be enabled in the Manager Timesheet role subfeature.

Calculate Net Pay: When enabled, the payroll engine calculates employees’ net pay each time you save the timesheet.

Clear Bio Failure: Enables the Clear Bio Failures option in the timesheet. This option clears biometric failures from the timesheet.

Clear Facial Verification Failure: Enables the Clear Facial Verification Failures option in the timesheet. This option clears biometric failures from the timesheet.

Extended Tardy Processing: Assign this feature to the user roles that are responsible for approving late or early time entries and assigning resolution codes to the associated time. Dayforce can be configured with tardy rules that track when employees leave or arrive early or late. You configure tardy rules in Pay Setup > Time Entry Policy in the Tardy Rules tab. For more information about tardy rules, see Tardy Processing.

Import Panel: Enables the Import File button so that users can import CSV and XML pay adjustments directly in the timesheet.

Mass Action: Enables the Mass Action button so that users can add and edit shifts and transfers in bulk, and resolve exceptions. When users click this button, the Mass Action slide-out panel opens.

• Resolve Mass Exceptions: Enables the Resolve Mass Exceptions option in the Mass Action slide-out panel so that users can resolve exceptions on shifts with reported problems.

• Update Shifts: Enables the Update Shifts option in the Mass Action slide-out panel so that users can mass add and edit shifts and transfers.

Meal Waivers: Users can waive meal breaks that employees are entitled to but didn’t take. Waiving meals can impact pay, depending on the pay rules configured in your instance of Dayforce. Enable this feature if your organization needs to track meal waivers for payroll purposes.

Reports: Enables the Reports button. You can assign access to each of the reports individually. There are several timesheet reports that can be run by users with access:

• Approaching FT Report: Returns a list of employees who have averaged a specified number of hours. This is useful to report on part-time employees who are approaching or have worked full-time hours.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Attendance Roll Call Report: Generates a list of employees scheduled to work today, with their phone numbers shown.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Comments Report: Returns any comments employees or managers have made on timesheets, as well as pay details from the day with the comments.
  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report is run.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Department Hours Pay Summary Report: Summarizes the labor cost billed against each department in both hours and wages. It also distinguishes between total hours and paid hours.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Department Hours Report: Summarizes the labor cost billed against each department, in both hours and wages.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Employee Attendance Incidents Report: Lists the attendance management incidents and violations a selected employee has incurred, along with the number of points associated with each incident and the date on which it occurred.
• Employee Pay Summary Report: Returns pay information for multiple locations at once. Depending on your access, the report can be run for the entire organization, a region, district, or specific location, and will summarize the pay information for all of the locations selected.
  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report is run.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Employee Time Entry Report: Summarizes employee time entries and worked time. The report lists who clocked in and out for work, and when, during the selected time period.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Employee Transfer Report: Shows a list of the employees who have recorded location transfers in their time and attendance records. Employees record transfers when they work in a location other than their home location, in order to record their hours against the correct location. The report shows employees transferring out of the specified location for a shift and employees from other locations transferring into the specified location for a shift.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Inactivity Report: Lists any employees with inactive payroll statuses and when they were last paid.
• Missing Pay Records Report: Returns a list of employees who are potentially missing pay. Dayforce reports on any employee who recorded worked time by clocking in and out for work, or who should be automatically paid by Dayforce for their scheduled time, and weren’t paid. It also checks for approved pay adjustments, like commission pay outs, bonuses, or other premiums, that an employee earned but for some reason wasn’t paid for.
• Pay Category Hours Report: Summarizes pay information by pay category. The report returns how many hours were paid out against different pay categories, such as double overtime or holiday pay.
  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report is run.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Pay Delta Report: Summarizes any retroactive pay adjustments that have been made for a pay period. The report compares an employee’s time and pay before and after the retroactive adjustments were made, and then provides the delta, calculating the difference between them.
• Pay Detail Report: Summarizes the pay details of your location’s employees for a day, week, or date range you specify. It lists the amount of time employees work, recorded against different pay codes and categories, as well as the various pay rates they earn and how much they are paid each day.
  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report is run.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Pay Summary Report: Shows the payroll data of a location’s employees—how much employees earned in regular pay, overtime, or any other pay categories the organization tracks. It shows this information in wages and in the amount of hours employees worked in each pay category.
  • Include Signature Line: This report can optionally be run with a signature line that allows employees and their managers to sign off on the printed report. This option can be used to indicate that employees and managers agree on the hours worked and amount paid.
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  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report runs.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Projected Hours Report: Returns the number of hours employees are projected to work. This report is useful midweek to help determine how many employees are likely to work into overtime.
• Raw Time Entry Report: Generates a list of employees’ raw clock entry times for when they clocked in, clocked out, and took any meals or breaks, and compares them to the rounded value stored in their time and attendance records and shown in their timesheets. If the employee was working a scheduled shift, the report also lists their scheduled times.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Schedule VS Actual Shift Report: Compares the duration of employees’ worked shifts with their scheduled duration. When generated, the report shows the employee’s scheduled and actual durations, as well as their scheduled paid and actual paid durations.
• Time Entry Exception Report: Summarizes exceptions (for example, clocking in late or early) and groups them by zone, department, job, or employee.
  • Show Selected Parameters: Include the selected parameters in the report header.
• Timesheet Audit Report: Returns a list of the changes made to a location’s time and attendance records. Dayforce tracks changes to time entries, meals and breaks, and pay adjustments.
• Unauthorized Records Report: Shows a list of employees with unauthorized pay details. These can be records on the timesheet, such as a worked, unscheduled shift, that haven’t been authorized by a manager. Or, the report can show records that the employees haven’t authorized on their timecard.
  • Include Unpaid Hours By Default: Determines whether the Include Unpaid Hours checkbox is selected by default when the report is run.

Schedule Segments: Enables segments (also known as schedule transfers) in shifts. Segments represent a portion of the shift where the shift details change for an employee (for example, if the employee is working a different job assignment or on a different project).

• Editor: Enables the segment editor. This is an alternative version of the dialog box where you add and edit shift details. In the segment editor, you can add, edit, and delete shift segments.
• Grid: Enables shift segment information in the timesheets grid. When a shift contains segments, Dayforce indicates the number of segments with an icon:
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Search By Employee: Enables the Employees drop-down list in the Load panel. In this drop-down list, users can select specific employees to load their timesheets. For locations and pay groups with a large number of employees, the Employees drop-down list shows only the first 100 employees. To locate additional employees, use the search field.

Note: For this feature to work properly, you must also have the Load by Pay Group option selected in the Load by Pay Group drop-down list. This setting is located in System Admin > Client Properties in the Properties tab, in the Timesheet section.

TAFW Editor: Enables the ability to add and edit time away from work in Timesheets. When this feature is enabled, the Add New Time Away option appears in the drop-down menu after users select a timesheet cell and click the down arrow. Additionally, when enabled, Dayforce marks days in the timesheets grid in which employees have pending or approved time away. To edit an existing request, select the cell, click the down arrow, and select the edit time away option in the drop-down menu.

Important: To use time away functionality in Timesheets, users also require access to the Application Container > Approvals > Time Off role feature. See Application Container.

Timesheet Authorize: Enables the Authorize button. When the worked shifts on the timesheet accurately represent the times employees worked, users can authorize them to record their agreement. Whether Dayforce tracks authorization or not is controlled by assigning this feature. Users still need to approve pay in Pay Approve Checklist. Dayforce doesn’t rely on this feature alone to track approval.

Timesheet Transfer Control: Enables the Add/Edit Transfer button so that users can create and edit transfers on the timesheet after selecting a shift:

Note: If you’ve enabled the Schedule Segments role feature, this role feature becomes inactive if enabled and the Add/Edit Transfer button doesn’t appear in the timesheet.

Timesheet Transfers from Shift: Enables the Add Transfer button in the dialog boxes when users add and edit shifts:

Additionally, when this feature is enabled, the edit shift dialog box shows transfers, if available. You can expand each transfer to view and edit its details:

Further, when this role feature is enabled, the Add Segment button is shown in the segment editor (that is, the alternative version of the dialog box where users add and edit timesheets). Dayforce shows the segment editor in timesheets when the Schedule Segments role feature is enabled.

Timesheet Unauthorize: Enables the Unauthorize button. Users can unauthorize records after they’ve been authorized.

Tracer: Enables the Tracer button. Through this feature, users can view how Dayforce’s pay rule engine processes and updates an employee’s pay. When users select a cell in the timesheets grid and click Tracer, Dayforce shows a pay summary for the selected day in the Analyze Pay Rules slide-out panel, along with the details of the employee’s pay policy. In this slide-out panel, Dayforce shows the employee’s earnings before and after pay rule processing. For example, users can view an employee’s gross earnings and see how their pay is updated (if applicable) through pay rules that grant overtime and holiday pay premiums.

Note: User roles must also be assigned the appropriate access rights to the Pay Information access authorization (in System Admin > Roles in the Authorizations tab) to view pay summary details in the Analyze Pay Rules slide-out panel.

View Attendance: Enables the Attendance panel. Dayforce can be configured with attendance policies, which determine the incident types that can contribute to an employee’s attendance record, what grades employees can be placed in and how, as well as what violations the policy uses, and what grades and point thresholds cause the violations to occur. Assign this feature to the user roles that review attendance issues when viewing a location’s timesheets.

View Balances: Enables the Balances panel, which shows information about an employee’s balances. Balances are used to track employee benefits, such as vacation time, sick time, and personal days, so that as employees record their time or make time away requests, the appropriate benefit is deducted automatically.

• Enable Balance Display Conversion: Enables the alternative display of the balances in the Balances subtabs. The Alternative Display Formula and Alternative Display Format are configured in the Units tab of Pay Setup > Balances. When enabled, Dayforce shows the alternative display format. The balances can be configured with a different formula, which determines the way the balance is calculated from the stored value, or a different format, which determines the way the balance is shown. For example, the feature can be used to hide a particular balance from view by entering a masking character into the Alternative Display Format (that is, “XXXX” instead of a balance value).

View Pay Summary: Enables the Pay panel, which shows pay information for each employee based on the time and any pay adjustments recorded on the timesheet.

View Raw Clock Entries: Enables the Clock Data panel, which shows employees’ raw clock entry information.

• View Clocking Picture: Dayforce shows the pictures that the Dayforce Touch Clock captures.
  • View Stock Picture: Dayforce shows employees’ clock and stock pictures side-by-side so that users can compare the pictures while they are viewing an employee’s timesheet.