Extra hours: what report is this?

The Extra hours report displays overtime worked beyond each employee’s scheduled shift. It helps HR managers analyze overtime balances, calculation phases, and discounts.

Accessible to users with the Reports module, the report requires configured Schedules.

1. Open the extra hours report

   • In the sidebar, click Reports and choose Extra hours.

   • Filter controls appear at the top: employee search, filter icon, date range, and buttons.
     
     

2. Choose employees

   • Use the search field to select a group of people based on the Company Structure. Enter the full name or part of the structure name; Wait for the results to be displayed; Check the type shown below the name, such as Department or Cost center; Select the desired option;

   • To include everyone, keep the default All employees selection or select All.
     
     

3. Set the period

   • Select the date range for the analysis.

   • When a group of employees or All employees is selected, the period can only be selected according to the closing period configured in the Payment Groups (e.g., Jan 01 – Jan 31).

   • When a single employee is selected, you can choose a custom date range (e.g., Jan 01 – Mar 15). However, the report can only be generated for a maximum period of 6 months. The system prevents selecting a date range longer than this limit. If you need to export a longer period, contact our Support team.
     
     

4. Apply additional filters

   • Click the filter icon to toggle options: Show inactive employees, Hide rates with balance 0, Hide employees with balance 0, Hide all supervisors.
     
     

5. Generate and clear

   • Click Generate to display results.

   • Use Reset to clear filters and reset the search.
     
     

6. Customize columns

   • Click the columns icon on the right side of the table to open the selection menu. The available options are:

     • Name: identifies the employee;
     • Phases: displays the hours distributed according to the phases configured for Extra Hours;
     • Unused Break Phases: displays Unused Break values according to their phases;
     • Worked Hours: total hours worked;
     • Missing Hours: total missing hours;
     • Extra Hours: total Extra Hours;
     • Debit Hours: hours assigned as deductions;
     • Fixed Extra Hours: displays fixed Extra Hours;
     • On Call: hours classified as On Call;
     • On Call Activated Hours: hours classified as On Call Activated Hours.
   • Select or clear the options to adjust the view according to the analysis you want to perform.
     
     

7. Export the report

   • Click the download icon to choose the format: CSV, PDF, or XLSX.

   • Select the desired format to export the file.
     
     

Tips or troubleshooting

• When exporting, ensure the selected columns are sufficient; PDF/XLSX exports respect visible columns.

• If no overtime exists for the period, the table will remain empty even after generating.

Best Practices

• Use CSV exports for deeper analysis in spreadsheets.

• Review overtime regularly to adjust hour banks and avoid discrepancies.

Frequently Asked Questions

1. Can I filter only employees with overtime?
   Yes. Use Hide employees with balance 0 in the filter menu.

2. Who can access this report?
   Administrators and users with Reports permissions.

3. Which export formats are available?
   CSV, PDF, and XLSX.

4. Can I hide phases with zero balance?
   Yes. Toggle Hide phases with balance 0 in the filter menu