Individual Staff Timesheet Export (via Team Cards)

👤 Individual Staff Timesheet Export (via Team Cards)
 

If you need to generate a detailed timesheet for a specific employee, the Team Cards view in Ontraccr allows you to filter by individual user, configure custom columns, and export a clean PDF or Excel report—ideal for HR records, payroll submission, or employee verification.


📍 How to Access

  1. Go to Time Cards from the sidebar.
  2. Click Team Cards.
  3. In the All tab, locate and select the employee whose timesheet you want to export.

🗓️ Set the Date Range

Once inside the employee’s timesheet view:

  • Use the top filter to select a:
    • Pay Period
    • Preset range (e.g., This Month)
    • Custom range

The report will reflect only the time cards within that date window.


🧭 Available Views

You can choose between:

  • Card View: More visual layout, best for reviewing submissions
  • List View: Recommended for exporting, as it matches the final PDF/Excel structure

🎛️ Customize the Columns

Click the Columns button to configure what appears on the timesheet. You can include:

  • Start/End times for Regular, Break, OT, Double OT
  • Duration breakdowns (Total, Regular, OT, PTO)
  • Project, Phase, Cost Code
  • Notes, Violations, Approval status
  • Entered Via (to trace form submissions or device origin)
  • Any custom fields you've added to time tracking

💰 Wages and Pay Calculations

If a wage is set up for the user in Staff > Manage Users, the timesheet view will also display:

  • Total Pay for the period
  • This is automatically calculated based on wage × hours worked

📁 Export Options

Once your filters and columns are ready:

  • Click the three vertical dots (top-right)
  • Choose:
    • Export to PDF: Clean, printable version
    • Export to Excel: Full raw data export

Output reflects only the data visible in your current view.


🧠 Use Cases

  • Providing employees with their own hourly breakdown for review
  • Submitting individual timesheets to third-party payroll services
  • Verifying specific time card entries for a performance or HR concern
  • Exporting a summary to attach to expense or billing reports

📌 Tips

  • Use List View before exporting for the most accurate layout preview.
  • Include the Entered Via column if time was entered via form (for quick traceability).
  • If the employee’s total pay isn’t showing, check their wage settings in their user profile.

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