Section Contents

Time Balance & Overtime Report Description

To be able to generate Time Balance & Overtime report, the user needs to have the ‘Generate Time Reports’ permission.

Time Balance & Overtime report shows users’ and teams’ time balances and overtime values for the selected date range.

Example of a Time Balance & Overtime Report

Please note that Time Balance and Overtime report is available in the Reports section when Overtime feature is enabled in the Turn Features On / Off interface.

You can configure the report to display time balances, overtime values, or both.

Time balance is calculated as the difference between the number of hours required by to the company’s or the employee’s work schedule, and time actually reported by the employee.

When pointing the cursor over the reported time value, work and leave time totals are shown.

Note that leave time data is only displayed in the report when Leave Time Tracking feature is enabled in the Turn Features On / Off interface.

Overtime data includes overtime values automatically calculated by the system and manually entered by the user.

Overtime is calculated by the system according to the formula:

Auto-calculated
overtime
= ∑( Hours worked
for nonworking days
) + ∑(( Hours worked
for working day
) + ( Leave
Time
) - ( Workday
duration
))

Overtime reported by user is only shown for those users who are allowed to enter overtime manually.

The system applies the following rules when calculating overtime automatically:

  1. All working hours submitted for nonworking days are considered as overtime

  2. When the sum (time-track + leave time) reported by a user for a working day exceeds workday duration set up for this user, the time exceeding workday duration is considered as overtime (but no more than hours worked for this day).

  3. If the sum (time-track + leave time) reported by a user for a working day is less than workday duration set up for this user, then overtime is considered to be 0:00.

  4. If leave time tracking is turned off in the system settings, all leave time is ignored (even if users had reported some leave time before its tracking was turned off).

Note that overtime can only have positive values. If a user reports less time than scheduled, negative values are shown in the Time Balance section.

You can create the report in HTML, export it into CSV, or print it out as a PDF document.

Time Balance & Overtime Report Parameters

Time Balance & Overtime report parameters include:

  • Date range

    You can select a predefined date range or specify a custom one.

  • Data grouping options

    Up to 2 data grouping levels are available in the report. You can choose between users, departments, and time zones on each level.

  • Selected staff

    Select all staff, any departments or time zone groups, or only specific employees. Use predefined filtering options (only selected users , select all, deselect all) and search necessary users by name ().

  • Report columns

    The report can be configured to display scheduled vs. reported time balance, overtime, or both.

  • Time format

    For HTML reports, you can choose either decimal format (##.##) or hours/minutes format (HH:MM). For CSV reports, decimal format is always applied.