Table, Variance, and Export
Use Table View for fast row-level review and editing. Use Variance View to compare scheduled hours against actual hours. Use the Export tool to download payroll-ready files. Together, these tools form the core workflow for preparing time data before payroll closes.
Who Can Access This
| Role | Access Level |
|---|---|
| Administrator | Full access, including export. Sees pay amounts but cannot edit them. |
| Office | Edit and delete rows, review time-change requests (no export) |
| Sales | Edit and delete rows, review time-change requests (no export) |
| HR Admin | Edit and delete rows, review time-change requests (no export) |
| Payroll Admin | Edit and delete rows, review time-change requests, view and edit pay amounts (no export) |
The Pay column in Table View is shown only to Administrators and Payroll Admins, and only Payroll Admins can edit it.
This feature may need to be enabled for your company. If you don't see Time in the navigation, contact your administrator to check your feature settings.
Table View
Table View shows time entries as rows in a data grid, grouped by team. It is the best view for scanning many entries quickly and taking action on individual records.
How to Open Table View
- Navigate to Office > Time
- Set the date using the arrow buttons or date picker
- Click the Table tab
What You See
Each row shows a time entry with these columns:
- Type — Day clock, job clock, event clock, or break
- Technician — Who the entry belongs to
- Scheduled Range — When they were supposed to work. A technician who is off for the day shows the absence type (for example Time Off) in the Type column and has no scheduled range. To list only those technicians, set the Entry Type filter to Time Off / Absence.
- Actual Range — When they actually clocked in and out
- Details — Job name, event name, or break type
- Status — Entry status and any pending corrections
Rows are grouped by team. Click the group header to expand or collapse a team.
What You Can Do
- Click a row to open its detail view and edit times
- Expand or collapse team groups to focus on specific teams
- Sort columns by clicking column headers
- Select multiple rows for bulk actions
- Add an entry for a technician who forgot to clock in
- View job or event details from the row actions menu
- Add technician notes directly from the table
See where a technician clocked in and out of a job
Table rows show small location icons when GPS data is available for that entry. This gives you a quick signal that location information was recorded, without needing to open the map panel.
To see where a technician clocked in and out of a job, click the location icon on the job's row. A map opens showing where the technician checked in (green marker), where they checked out (red marker), and the expected customer location (blue pin), so you can verify both ends of the visit against the property. A warning-triangle icon on either marker means that location was flagged.
Variance View
Variance View compares what was scheduled against what was actually worked. This is the most important view for catching problems before payroll.
How to Open Variance View
- Navigate to Office > Time
- Set the date
- Click the Variance tab
Understanding the Display
The variance display uses a visual timeline for each technician:
- Dashed blocks represent the scheduled work window
- Solid blocks represent actual recorded time
- Color coding shows how close actual time matches the schedule:
- Green — On time or within acceptable range
- Yellow — Minor variance (slightly early/late or short/long)
- Red — Major variance (significantly different from schedule)
Summary Cards
At the top of the Variance view, four summary cards give you a quick overview:
| Card | What It Shows |
|---|---|
| Total Scheduled Hours | Sum of all scheduled work time for the selected date. A paid time off (PTO) day, time off day, or absence day counts as no scheduled hours. |
| Total Actual Hours | Sum of all recorded work time |
| Net Variance | Difference between scheduled and actual (positive = overtime, negative = undertime) |
| On-Time Rate | Percentage of entries within acceptable variance, plus counts of minor and major variances |
Filtering and Controls
- Switch modes — Choose between Comparison (scheduled vs actual side by side), Scheduled-only, or Actual-only
- Filter by technician — Focus on a specific person
- Zoom — Adjust the timeline density to see a wider or narrower time window
How to Export Time Data
The Export tool lets you download time records as spreadsheet files for payroll processing.
How to Export
- Navigate to Office > Time
- Click the Export button in the toolbar
- The export dialog opens with these options:
Export types — Select one or more:
| Type | What It Includes |
|---|---|
| Day Clocks | Shift start/end times for each technician |
| Job Clocks | Arrival and departure times for customer jobs |
| Breaks | Break start/end times and break types |
| Time Change Requests | Submitted correction requests with original and requested times |
| Event Clocks | Times for meetings, training, and other events |
Filters:
- Date Range (required) — The start and end dates for the export
- Technician (optional) — Limit to a specific technician
- Office (optional) — Limit to a specific office location
- Click Export to download the file
Each selected type generates a separate sheet or file in .xlsx format.
Recommended Payroll Review Sequence
Follow this sequence before each payroll close to catch issues early:
- Set the payroll date range and check for the lock banner (indicates a closed period)
- Open Variance View — Scan summary cards for unexpected overtime or undertime
- Review major variances (red entries) to determine if corrections are needed
- Switch to Table View — Address individual entries that need editing
- Process pending corrections — Approve or deny any outstanding time-change requests
- Run Export — Download the payroll-ready files and archive them
Tips and Best Practices
- Check Variance every day, not just at payroll time. Catching drift early prevents end-of-period surprises.
- Use the summary cards in Variance View as your first quality check. If the on-time rate drops, investigate before exporting.
- Sort by actual time in Table View to quickly find entries with missing clock-outs (they often sort to the bottom or top).
- Export one type at a time if you need to review data in detail before sending it to payroll.
- Use the technician filter in exports to pull data for a single person when investigating a discrepancy.
Troubleshooting
| Issue | Solution |
|---|---|
| Row actions are visible but saving fails | Your role may only have view access. Editing requires additional permissions. Contact your administrator. |
| Variance looks wrong for an entry | Check that both the scheduled and actual start/end times are filled in. In-progress entries may look incomplete until the technician clocks out. |
| Export button is available but download fails | Make sure you selected at least one export type and your date range is valid (start date before end date). Exporting time data is limited to Administrators. |
| The Pay column is missing | Pay amounts are shown only to Administrators and Payroll Admins. |
| Data appears locked for past dates | The date falls in a closed payroll period. The lock banner at the top of the page shows the affected date range. |
| Some technicians are missing from the table | Check your team or office filter. If a technician is not assigned to any team, they may not appear in the grouped view. |
Related Articles
- Timesheets Overview — Overview of the Time page and all views
- Timeline and Map View — Visual timeline and map panel for clock activity
- Time & Attendance Tab — View a specific technician's attendance and schedule
- Payroll Overview — Processing payroll with exported time data