Performance sheets

Performance sheets are the key step between the daily tracking of schedules and the transmission to payroll. They automatically pull in the schedule and the clockings, consolidate them per employee and per code, and let you check and adjust everything before generating the export files. Go to Reports → Performance sheets.

The list of sheets

The table shows one sheet per employee for the chosen period, with:

• ID and SSA-ID: the Shyfter identifier and the identifier on the payroll office side.
• Name: preceded by a green icon (sheet in order) or a warning triangle (a point to check).
• Period: the month concerned.
• Status: the employee's category (for example SHIFTLEADER, Manager, AbsoluteYOU - Student).
• Scheduled, Worked, Absences: the hours totals for the period.
• Validated: indicates whether the sheet is validated.
• Detail: opens the sheet.

At the top, filters by period, by users and by status. On the right, the Select all, Validate, Invalidate and Generate export files buttons.

The detail of a sheet

The Detail button opens the employee's sheet, day by day. Several toggles control the display:

• Scheduled / Clocking: work on the basis of the published schedule, or of the real clockings.
• Full month / Full weeks: see the whole month, or split it into full weeks (with weekly totals W1, W2, etc.).
• hh:mm / dec.: display durations in hours-minutes or in hundredths (decimal).

The sheet is organised in blocks:

• Performances: the hours per code, in Scheduled and in Clocked (for example a code 7010 for normal hours).
• Absences: the absences per code (for example 9710 for a day of authorised absence), with their hours.
• Sent: in green, this is what will actually be transmitted to payroll. Each cell there is editable, day by day, and totals per week and a Total are calculated automatically.

At the bottom of the sheet are useful landmarks: the category and regime (for example SHIFTLEADER, 35h/week), the employee's SSA and the number of days worked.

Adding a code

Codes identify each type of performance for your payroll office (normal hours, night hours, public holiday, indemnities, etc.). In the Sent block, click Add a code, then choose the code from the search list. The list shows the codes of your payroll office, for example: 75B9 (exempt overtime horeca with SCE), 75A9 (without SCE), 7367 (adoption leave), 7400 (dismissal indemnity), 7510 (availability time), 9350 (paid public holiday), etc.

Once the code is added, enter the hours in the relevant cells.

Understanding the colours

In the Sent block, the cells are coloured to indicate where the value comes from:

• Blue: added value.
• Pink: deducted value.
• Light yellow: replaced value.
• Red: manually modified value.

This colour code lets you spot at a glance what has been adjusted compared with the automatic calculation.

Validating (or invalidating) a sheet

When the sheet is correct, click Validate the sheet (in the detail) or select several sheets in the list and click Validate. A validated sheet can be included in the export.

If you validated too early, reopen the sheet to invalidate it, or select the sheets in the list and click Invalidate. A sheet that still contains invalid values cannot be saved: Shyfter lists the entries to correct.

Generating the export

Once your sheets are validated, the Generate export files button produces the files destined for your payroll office. A confirmation appears, and you are warned if some unvalidated sheets would be left out. What follows (downloading the file or sending it directly to the payroll office) is described in the article "Generating and downloading the performance sheet export".

Editing and validating the sheets requires the performance export management right. If the buttons do not appear, ask your administrator for this access.