How to Configure Time Card Exports, Summary Reports, and Rounding Rules in Ontraccr

📤 Time Tracking Settings: Exports, Summary Export & Rounding

✅ What This Covers

This article explains how to:

1. Build custom time tracking exports
2. Generate summary exports (multi-signature compatible)
3. Configure rounding rules for both live and manual time entries

🧭 Where to Find These Settings

In the Web App, go to:

• Settings > Time Tracking > Exports
• Settings > Time Tracking > Summary Export
• Settings > Time Tracking > Rounding

📁 Feature 1: Custom Time Card Exports

What it does:

Lets you create tailored export formats to match your accounting software or payroll provider requirements.

How to use it:

1. Go to Exports
2. Click ➕ Add to create a new export or click Edit to modify an existing one
3. Choose:
   • Columns to include
   • Data source mappings
   • Optional settings:
     • Approved hours only
     • Summarize by employee
     • Summarize by day
     • Batch number
     • Line numbers

Use cases:

• Export data for QuickBooks, Sage, Eclipse, etc.
• Match layout and formatting used by your accountant

Supports custom fields:

All time card custom fields (by division) are available as export columns.

📄 Feature 2: Summary Export

What it does:

Creates a high-level export that summarizes time data across divisions — supports multi-signature workflows from forms.

When to use it:

• When forms require multiple signature blocks (e.g., supervisor + manager)
• When you want a clean overview of time entries across a company or site

Tip:

Best used with companies using Forms with Time Entry Tables + Create Time Entry Workflow Block

⏱ Feature 3: Rounding Settings

What it does:

Automatically rounds recorded time to clean intervals for payroll/reporting.

🛠 Setup Steps:

1. Go to Rounding
2. Enable Time Rounding
3. Choose your preferences:

🕒 Rounding Interval:

• 5 min
• 10 min
• 15 min
• 30 min
• 60 min

🔁 Rounding Type:

• Overall Day — rounds total daily hours
• Task Time — rounds each individual entry

⚙️ Rounding Behavior:

• Automatic (round up/down to nearest interval)
• Always Round Up
• Always Round Down

✍️ Manual Entry Rounding

If enabled, you can apply separate rounding logic to manual entries:

• Choose interval and behavior (same options as above)

🧩 Rounding Policies (Advanced)

What it does:

Creates role-based rounding rules for clock-in/out.

How it works:

1. Click ➕ Add Rounding Policy
2. Name your policy (e.g., “Early Clock-In Policy”)
3. Choose which roles it applies to
4. Set clock-in or clock-out windows (e.g., 6:00 AM–7:00 AM → round to 7:00 AM)
5. Submit to activate

Hierarchy:

Policies override global rounding settings if both are active.

Use case example:

• Field workers often arrive early and clock in before their shift. You can round any entry from 6–7 AM to 7:00 AM automatically.

💡 Pro Tips & Edge Cases

• 🕵️‍♀️ Use Show Original Clock Times (in Time Card settings) to view pre-rounded times on reports
• ⚠️ Avoid “Round Down” if it might cause underpaying
• 🛠 Rounding Policies eliminate the need for manual time edits in common scenarios