Contents of this article are applicable to the following users
Tier: ESSENTIAL, GROWTH, SCALE
Access Level: Owner
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:
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
Create / Reorder / Rename / Hide the columns (read more below)
Creating a new Timesheet Individual Export Column
Click on “Create New Field”
Fill in the details for the new custom column
Calculation Field Name: This will be the default name of the newly created column heading
Field Type: The type of value calculated by the column. Currently, this field is non-editable and defaulted to “number”.
Field formula: Formula for calculating the value of cells in this custom column
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].
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.
Press Save to exit the Calculation Field popup. The newly created column will be displayed at the bottom of the "Included in Export" box
Reordering the Timesheet Individual Export Column
Hover over the drag-and-drop icon of the column you want to reorder
Select the icon and drag within the "Included in Export" box to your desired order
Rename the Timesheet Individual Export Column
Hiding the Timesheet Individual Export Column
Hover over the drag-and-drop icon of the column you want to hide
Drag the column to the "Excluded from Export" box
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.
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