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Timesheet Individual - Custom Export Format
Timesheet Individual - Custom Export Format

Find out how to customize your timesheet individual csv exports

StaffAny avatar
Written by StaffAny
Updated over a week ago

Contents of this article are applicable to the following users

Tier: ESSENTIAL, GROWTH, SCALE

Platform: Web

The Custom Timesheet Export Format removes the need to do error-prone excel transformations every month to run payroll. We allow you to customize the StaffAny timesheet individual CSV export format to fit the format accepted by payroll providers, like BrioHr.

Note: This article covers ONLY timesheet individual export. To learn more about how to customize your timesheet summary export, refer to this article.

This guide will cover the following:


Setting up Timesheet Individual custom export formats

To change your timesheet individual export format:

  1. In StaffAny, go to Settings > Export Format > Individual Timesheet

    Note: The order of the columns shown here from top to bottom maps to the Timesheet Individual Export columns, from left to right

  2. Create / Reorder / Rename / Hide the columns (read more below)

  3. Press Save

Creating a new Timesheet Individual Export Column

  1. Click on “Create New Field”

  2. Fill in the details for the new custom column

    1. Calculation Field Name: This will be the default name of the newly created column heading

    2. Field Type: The type of value calculated by the column. Currently, this field is non-editable and defaulted to “number”.

    3. Field formula: Formula for calculating the value of cells in this custom column

      1. To add a column to the calculation field, click “insert column” and select the column to be inserted. Alternatively, you can also type the desired column in this format: [name of column].

      2. Basic arithmetic and most excel formulas are supported. We also included commonly used arithmetic operators as buttons on the right of the field formula for ease of use.

    4. Press Save to exit the Calculation Field popup. The newly created column will be displayed at the bottom of the "Included in Export" box

  3. Press Save

Reordering the Timesheet Individual Export Column

  1. Hover over the drag-and-drop icon of the column you want to reorder

  2. Select the icon and drag within the "Included in Export" box to your desired order

  3. Press Save

Rename the Timesheet Individual Export Column

  1. Click on the name of a column in the "Included in Export" box

  2. Rename the text

  3. Press Save

Hiding the Timesheet Individual Export Column

  1. Hover over the drag-and-drop icon of the column you want to hide

  2. Drag the column to the "Excluded from Export" box

  3. Press Save


Reset to the default export format

You can reset columns to the original default by clicking on the “Reset to default” button. You can use this to reverse any mistakes you might have made.


Exporting your timesheets with the new format

To export your timesheet individual with the reordered columns, you can follow the steps shown here. The timesheet individual export should now follow the format that you have modified.


FAQ

Which formulas are supported by the Custom Columns feature?

Generally, most commonly used Google Sheets and Excel formulas are supported. You can refer to the full list of supported formulas here

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