Creating custom data exports in TeamBridge lets you gather specific information from shifts, allowing for tailored reporting based on the attributes of each shift.
Creating Timesheet Export Templates
To create a custom export template in TeamBridge, follow these steps:
Go to your Timesheet workspace
Choose the pay period you want to work with
Click
Export Payrollto begin creating your template
Next, you have the choice to start with a CSV template. TeamBridge offers pre-built templates based on what has worked well for others or you can opt for a detailed report. If you select a detailed report, you can organize the data by location, employee, or include all data for the selected pay period.
When customizing your template, you can pick the specific fields you wish to include in your export. This might include anything from shift times and roles to any additional information you've configured for the shift.
After selecting the fields, remember to save your template. It will be stored in the export report menu, allowing you to easily access it later for future exports.
Whenever you need to export a report using this template, you can simply go to the saved template and hit export. The exported report will then be available through the files menu on the left side of the navigation bar.
Make the Most of Pre-Built Templates: Use pre-built templates for quick setup. You can group reports by location, employee, or overall pay period details. Choose the fields that matter most for your exports.
Frequently Asked Questions
How do you use pre-built templates for exports in TeamBridge?
To use pre-built templates in TeamBridge, go to the timesheet page, choose a pay period, and click export payroll. Then, select create template and choose CSV template. You can pick from several pre-built templates designed from other customer’s feedback.
What options are available for grouping data in export reports?
When creating export reports in TeamBridge, you can group data by location, employee, or include all data within the pay period. This helps in organizing your report according to your needs.
How can you export reports directly to payroll software?
In TeamBridge, after creating a template, select the option that matches your payroll software to export your data directly. This streamlines the process of transferring employee and shift information to your payroll system.
Where can you access saved export reports in TeamBridge?
Saved export reports in TeamBridge can be accessed through the files menu on the left side of the navigation bar. This allows you to easily retrieve and review your exported data whenever needed.
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