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Time Balance & Overtime report shows users’ and teams’ time balances and overtime values for the selected date range.
Managers will see information for users from their team, while regular users will see their personal data only.
Example of a Time Balance & Overtime Report
When Overtime feature is disabled in the Turn Features On / Off interface, you'll see the Time Balance Report instead of the Time Balance & Overtime Report. All saved reports with overtime data will be unavailable.
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 the corporate or the individual 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:
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:
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 include:
You can select a predefined date range or specify a custom one.
Up to 2 data grouping levels are available in the report. You can choose between users, user groups, and time periods on each level.
Managers can select all staff, any departments or time zone groups, or only specific employees. Use predefined filtering options (select all, deselect all, show selected users onlyand search necessary users by name ( .
This setting is not available for regular users without management permissions.
The report can be configured to display scheduled vs. reported time balance, overtime, or both. You can also configure it to show working and leave time in separate columns.
For HTML reports, you can choose either decimal format (##.##) or hours/minutes format (HH:MM). For CSV reports, decimal format is always applied.