Generate reports

Staff permission to generate specific reports is administered via ARM Pro (refer to ‘View recommended permissions’). The following reports can be generated in PocketWatch.

Generate Attache T6 payroll report

• Select PocketWatch > Reports
• Select ‘Attache T6 Payroll Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Record Type
• Location Field
• Employee Code
• Pay Description
• Line Type
• Code
• Cost Center Hours (includes allowance units)
• Start Time
• End Time
• Rate
• Start Date
• End Date
• Cost Center Ref
• Group Code
• Tax Periods
• Allow Dedn Periods
• Payment Required
• Pay Point
• Pay Method
• OnCost Percent
• Tax
• Voluntary Tax
• Cancel Elements

Generate Attache T6 payroll report (with 94six leave)

• Select PocketWatch > Reports
• Select ‘Attache T6 Payroll Report (with 94six leave)’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• RecordType
• LocationField
• EmployeeCode
• PayDescription
• LineType
• Code
• CostCentreHours
• StartTime
• EndTime
• Rate
• StartDate
• EndDate
• CostCentreRef
• GroupCode
• TaxPeriods
• AllowDednPeriods
• PaymentRequired
• PayPoint
• Tax
• VoluntaryTax
• CancelElements

Generate budget report

• Select PocketWatch > Reports
• Select ‘Budget Report’ from the drop-down
• Enter the start date and end date
• Select ‘Only over budget’ check-box
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Name
• Roster type
• Start date
• End date
• Budgeted by
• Cost centre
• Budgeted (hrs)
• Actual (hrs)
• Budgeted cost
• Client
• Street
• Suburb
• Postcode

Generate client attendance report

• Select PocketWatch > Reports
• Select ‘Client Attendance Report’ from the drop-down
• Select the program
• Select the year
• Select the month
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Client name
• Day of the month
  • This will populate with:
    • P = Present
    • N = Notified
    • A = Absent

Generate clocking report

• Select PocketWatch > Reports
• Select ‘Clocking Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Staff name
• Shift start time
• Shift end time
• Rostered start time
• Rostered end time
• Discrepancy (mins)
• Status
  • Green – on time
  • Orange – on time to either the check in or check out
  • Red – late to both the check in + check out

Generate community timesheet invoiced hours report

• Select PocketWatch > Reports
• Select ‘Community Timesheet Invoiced Hours Report’ from the drop-down
• Enter the start date and end date
• Select the roster/s from the drop-down
• Select ‘Generate report’

This report generates an Excel report with separate sheets for each PocketWatch geolocation. It includes the following columns:

• Client
• Roster
• From date
• To date
• Rostered hrs per shift
• Timesheet hrs approved
• Invoiced hrs total
• Total KMs from timesheet
• Total KMs from invoice
• Total invoice value

Generate geolocation tracking report

• Select PocketWatch > Reports
• Select ‘Geolocation Tracking Report’ from the drop-down
• Select the roster from the drop-down
• Enter the start date and end date
• Select filter by staff or team
• Select ‘All clients’
• Select ‘Generate report’

This report generates an Excel report with separate sheets for separate PocketWatch geolocations, and the following columns:

• Staff first name
• Staff last name
• Roster name
• Program name
• Client first name
• Client last name
• Shift start time
• Shift end time

NB:  This report can only be generated if ‘Enable geolocation tracking option’ has been selected in PocketWatch settings.

Generate HADS report

• Select PocketWatch > Reports
• Select ‘HADS Report’ from the drop-down
• Select the relevant roster or all rosters
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Client last name
• Client first name
• Program name
• Roster name
• Cost centre
• Ratio
• Staff name
• Role name
• Start time
• Finish time
• Date of shift
• Day of shift
• Hours (decimal)
• Report generated – DATE TIME by STAFF MEMBER

Generate NDIS report

The information provided via the NDIS report is suitable for uploading into the NDIA portal. The information contained within is provided from the checkout process in timesheets with the NDIS line items applied.

• Select PocketWatch > Reports
• Select ‘NDIS Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates a CSV report with the following columns:

• Registration number
• NDIS number
• Supports delivered from
• Supports delivered to
• Support number
• Claim reference
• Quantity
• Hours
• Unit price
• GST code
• Authorised by
• Participant approved
• In kind funding program

Generate out of office report

• Select PocketWatch > Reports
• Select ‘Out of Office Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• First name
• Last name
• Title
• Reason
• Start date
• End date
• Approved by

Generate payroll report

• Select PocketWatch > Reports
• Select ‘Payroll Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Last name
• First name
• Cost centre
• Position
• Start date
• End date
• Check in
• Check out
• Total hours
• Base pay rate
• Multiplier
• Pay rate
• Amount

Generate periodic roster report

• Select PocketWatch > Reports
• Select ‘Periodic Roster Report’ from the drop-down
• Select the appropriate roster
• Enter the start date and end date
• Filter by Roster, Staff, Client
• Select ‘Generate report’

NB:  This report collects information from rosters of which the staff member generating the report is the Roster Manager.

This report filtered by individual ‘Roster’ or ‘All rosters’ generates a PDF report with the following columns:

• Date
• First name
• Last name
• Start time
• End time
• Break time

This report filtered by individual ‘Staff’ only, generates a PDF report with the following columns:

• Date
• First name
• Last name
• Start time
• End time
• Break time

This report filtered by ‘Program’ and individual client only, generates a PDF report with the following columns:

• Date
• First name  
• Last name
• Start time
• End time
• Break time

Generate QTime report

• Select PocketWatch > Reports
• Select ‘QTime Report’ from the drop-down
• Select ‘Start date’
• Select ‘End date’
• Filter by ‘Staff’ and/or ‘Client’
• Filter by ‘Product’ and/or ‘Location’
• Select ‘Billing status’
  • Billable
  • Billable set fee
  • Non-billable
• Select ‘Workflow status’
  • Saved
  • Invoiced
  • Timesheet
• Select ‘Attendance status’
  • Attended
  • Attendance not required
  • Did not attend – with notice
  • Did not attend – without notice
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Staff name
• Client name
• NDIS number
• Activity
• Product
• Location
• Schedule start date
• Schedule end date
• Duration (mins)
• Billing status
• Billable amount
• Cost Centre
• Attendance status
• Workflow status
• Invoice amount
• Time
  • Billable time
  • Non-billable time
  • Total time
• Metric
  • # of entries
  • Saved
  • Timesheet
  • Invoiced

Generate roster template cost report

• Select PocketWatch > Reports
• Select ‘Roster Template Report’ from the drop-down
• Select ‘Roster template’
• Select ‘Staff name’
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Week
• Day
• Cost

Generate service summary report

• Select PocketWatch > Reports
• Select ‘Service Summary Report’ from the drop-down
• Select ‘Cost centre’
• Filter by ‘Staff’ or ‘Client’
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Staff name or client name
• Start date
• End date

Generate shift cancellation report

• Select PocketWatch > Reports
• Select ‘Shift Cancellation Report’ from the drop-down
• Enter the start date and end date
• Filter by:
  • Shift time modification
  • Shift cancellation
• Filter by ‘Team name’
• Select ‘All clients’ or filter by
  • Program
  • Client
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Roster name
• Staff name/s
• Client name/s
• Action (‘Shift time modified’ or ‘Shift cancelled’)
• Date occurred
• Cancelled start date
• Cancelled end date
• New start date
• New end date
• Comments

Generate shift invoice report

• Select PocketWatch > Reports
• Select ‘Shift Invoice Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Client Name
• Client NDIS Number
• Shift start + end date
• Shift start + end time
• NDIS Support Item number
• Support Item description
• Units
• Ratio
• Client complexity
• Cost Centre code
• Roster name
• Program name
• Shift quantity (hrs)
• Shift status (completed, cancelled – claimable, cancelled – not claimable, incomplete, etc.)
• Client type (self-managed, plan managed – other, plan managed – Subscriber organisation, Agency managed)

Generate shift report

• Select PocketWatch > Reports
• Select ‘Shift Report’ from the drop-down
• Enter the start date and end date
• Select the relevant shift type
• Select the relevant roster/s or all rosters
• Select the relevant staff or all staff
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Roster name
• Shift description
• Assigned staff member
• Shift start date
• Shift end date
• Status
• Checked in date
• Checked in staff member
• Checked out date
• Checked out staff member

When a staff member checks in and out on behalf of another staff member the details are recorded in the shift report.

Generate shift requiring cover report

• Select PocketWatch > Reports
• Select ‘Shift Requiring Cover Report’ from the drop-down
• Enter the start date and end date
•  Select ‘Generate report’

This report will be queued. An email with the report attached will be sent to email address of the staff member logged in who processed the request.  

This report generates an Excel report with the following columns:

• Day of week
• Start date
• End date
• Name
• Start time
• End time
• Available staff

Generate shift warning report

• Select PocketWatch > Reports
• Select ‘Shift Warning Report’ from the drop-down
• Enter the start date and end date
• Select the relevant staff or all staff
• Select the relevant roster or all rosters  
• Select ‘Generate report’

This report will be queued. An email with the report attached will be sent to email address of the staff member logged in who processed the request.  

This report generates an Excel report with the following columns:

• Roster name
• Start date
• End date
• Shift description
• Status
• Staff name
• Shift warning/Notes

Generate staff attendant roster report

• Select PocketWatch > Reports
• Select ‘Staff Attendant Roster Report’ from the drop-down
• Select ‘Cost centre’
• Filter by ‘Staff’ or ‘Client’
• Select ‘Generate report’

This report generates a PDF report with the following columns:

• Date
• First name
• Last name
• Start Time
• End time
• Client name
• Signature

Generate staff utilisation report

• Select PocketWatch > Reports
• Select ‘Staff Utilisation Report’ from the drop-down
• Select ‘Start Date’
• Select ’End date’
• Select between ‘Timesheet hours’ and ‘Rostered hours’
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Name
• Employment Type
• Position Title
• Contracted Hours
• Rate
• Hours Worked
• Contracted Hours – Hours Worked
• %
• $

Generate SMS report

• Select PocketWatch > Reports
• Select ‘SMS Report’ from the drop-down
• Select ‘Start Date’
• Select ’End date’
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Date sent
• Roster name
• Sender
• Shift start date
• Shift end date
• SMS message
• Recipients
• Recipient names

Generate subscribe HR work patterns report

• Select PocketWatch > Reports
• Select ‘Subscribe HR Work Patterns Report’ from the drop-down
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Holiday Profile
• Employee ID
• First Name
• Surname
• Employment Type
• Work Pattern Name
• Week 1 Mon – Week 2 Fri
• Start Time Finish Time
• Employee Work Pattern Name

This report will collect roster templates that start on Monday and display hours worked for each day spanning 2 weeks.  This will show the hours a staff is allocated for each day of the week.

Generate timesheet – client report

• Select PocketWatch > Reports
• Select ‘Timesheet – Client Report’ from the drop-down
• Enter the relevant staff members
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Start time
• End time
• First name
• Last name
• Break time
• Total hours
• Is sleepover
• Description
• Total amount
• Client name
• Product code
• Product description

Generate timesheet reconciliation report

• Select PocketWatch > Reports
• Select ‘Timesheet Reconciliation Report’ from the drop-down
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Staff member
• Cost centre
• Position
• Roster
• Program
• Pay rate
• Start date
• End date
• Total hours
• Allowance category
• Allowance amount
• Client
• Product code
• Product name
• Product description
• Product rate
• Quantity
• Total

Generate timesheet report

• Select PocketWatch > Reports
• Select ‘Timesheet Report’ from the drop-down
• Enter the relevant staff members
• Enter the relevant positions
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• First name
• Last name
• Roster
• Position
• Shift start
• Shift end
• Duration (hrs)
• Additional (hrs)
• Units travelled
• Reason
• Comments
• Approval status
• Approval reason

It includes additional tables for the following:

• Allowances
  • First name
  • Last name
  • Description
  • Claimed unit/amount
  • Shift start
  • Shift end
  • Reimbursement
  • Disbursement
  • Disbursement to
  • Comment
  • Acceptance status
  • Approving manager

• Cost Centres
  • First name
  • Last name
  • Description
  • Duration (hrs)
  • Pay rate

Generate timesheet report csv

The timesheet report can also be generated in a CSV format.

• Select PocketWatch > Reports
• Select ‘Timesheet Report csv’ from the drop-down
• Enter the relevant staff members
• Enter the relevant positions
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• First name
• Last name
• Roster
• Position
• Shift start
• Shift end
• Duration (hrs)
• Additional (hrs)
• Units travelled
• Reason
• Comments
• Approval status
• Approval reason

Generate unfilled shifts report

• Select PocketWatch > Reports
• Select ‘Unfilled Shifts Report’ from the drop-down
• Select the relevant roster
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Roster name
• Position
• Start date
• End date
• Duration (hrs)
• Staff no. required
• Staff no. assigned

Generate Roster Template Staff report

• Select PocketWatch > Reports
• Select ‘Roster Template Staff report’ from the drop-down
• Select the relevant roster template
• Select the relevant staff. Hold down CTRL on your keyboard to select multiple staff.
• Select ‘Generate report’

Generate unsubmitted timesheet report

• Select PocketWatch > Reports
• Select ‘Unsubmitted Timesheet Report’ from the drop-down
• Select ‘Start Date’
• Select ’End date’
• Staff name

This report generates an Excel report with the following columns:

• Staff Name
• Roster Name
• Description type
• Start date – Roster/Leave + Timesheet
• Start time – Roster/Leave + Timesheet
• End date – Roster/Leave + Timesheet
• End time – Roster/Leave + Timesheet
• Hours – Roster/Leave + Timesheet
• Shift/leave type
• Variance (%)

Generate timesheet + leave payroll report

• Select PocketWatch > Reports
• Select ‘Timesheet + Leave Payroll Report’ from the drop-down
• Enter the start date and end date
• Enter the relevant staff members
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Start date
• Staff member
• Type
• Roster
• Start time
• End time
• Duration
• Invoiced kms
• Sleepover hours
• Break duration
• Standard rate
• Annual Leave
• Compassionate Leave
• Informal Leave
• Jury Service Leave
• Long Service Leave
• Parental Leave
• Personal Leave
• Study Leave
• Unpaid Leave

Generate transport claims report

• Select PocketWatch > Reports
• Enter the start date and end date
• Select ‘Generate report’

This report generates an Excel report with the following columns:

• Transport Session Unique Id      
• Program            
• Roster 
• Date    
• Shift Start         
• Shift End           
• Staff Driver       
• Participant Name          
• Participant NDIS #         
• Transport Start Timestamp        
• Transport Start KM        
• Transport End Time Stamp        
• Transport End KM         
• Total Transport Time (mins)      
• Total Transport KM Travelled     
• Participant Time Travelled (mins)           
• Participant KM Travelled            
• Participant share of time (mins)
• Participant share of KM
• Transport Notes

Generate transport events report

• Select PocketWatch > Reports
• Enter the start date and end date
• Select ‘Generate report’

• Roster Date     
• Shift Start          
• Shift End            
• Staff Driver        
• Event Timestamp           
• Event Odometer            
• Staff Onboarded            
• Staff in Transit  
• Staff Offboarded            
• Participants Onboarded
• Participants in Transit    
• Participant Offboarded 
• KM since last event        
• Time since last event (mins)       
• Ratio share of Time & KM           
• Transport Notes

Generate KeyPay Timesheet Export Report

KeyPay (also known as Employment Hero Payroll) Timesheet Export Report is now available. As with all Pocketwatch reports, you must ensure the staff member generating the report has the appropriate permission to do so. Please note, we use Unique Contact Code on a staff profile in ARM as the KeyPay Employee External ID.

• Navigate to Pocketwatch > Settings > Key Pay and review the Location External ID against each roster name. By default the Location External ID will always be the roster name, however these can be changed to map to whatever location you require within your KeyPay configuration. You can also use this as a way to roll up timesheets from specific rosters into a parent without setting this up in KeyPay, or redirect any shifts on a particular roster to a different location within KeyPay for reporting/recording purposes.
• NB: You may risk ruining your reporting structure, especially Dimensions if you are using Business Central, so please only turn on the Key Pay permissions to members of your team who are directly involved in reporting.
• Note, this report also pulls in Approved Leave Requests so please ensure the Leave Code in 94Six matches the Leave Type External ID in EHP.
• Go into Pocketwatch > Reports > Key Pay Timesheet Export Report and enter the dates of the shift or period.
• In KeyPay/Employment Hero > Timesheets > Import Timesheets > Custom File Upload (preselected) > Select File and then follow the wizard to map the columns to the correct 
• fields and then Import.