Hour Record 2.0
Path: Reports → Hour Record (
/reports/time-history)
Required module: Time control (TIME_TRACKING)
The hub unifies three tabs:
- Day — daily detail, manual editing, printable PDF
- Monthly close — close month, employee signature, company approval
- Export management — Professional PDF, Excel (3 sheets) and CSV Sage added
Pre-configuration
Codes for management
| Where | Field |
|---|---|
| Settings → Company | Company Code (Payroll/Sage) → payrollCode |
| Settings → Team → employee | Code Employee (Sage) → employeeCode |
Without these codes, the detailed Excel/PDF export returns an error indicating what to configure.
Time control (Settings → Company → Portal and signatures)
- Require employee signature — after closing the month
- Company approval — admin approves before export
- Signing deadline — automatic reminders (login-maintenance)
- Block export without approval
Recommended monthly flow
1. Admin revisa pestaña Jornada (correcciones manuales si hace falta)
2. Admin → Cierre mensual → «Cerrar mes»
3. Empleado → App técnico → Mi registro de jornada → Firma
4. Admin aprueba el periodo
5. Admin → Exportar gestoría → PDF / Excel / CSVPeriod states: PENDING_EMPLOYEE → SIGNED_EMPLOYEE → APPROVED → EXPORTED
Day Tab
- Filters: employee, date range, signing type, manual only
- KPIs: days, effective hours (without breaks), records, breaks
- PDF / Print — generates PDF server (does not depend on the browser; avoids sidebar in printing)
- Open transfers (without exit) are marked as a warning
Employee signature (technical app)
Path: /app/pool-control/my-timesheet
The technician sees pending periods and signs with the same capture panel as delivery notes/parts. After signing, administration receives notification.
Management export
| Format | Content |
|---|---|
| Company header, codes, day-by-day table, embedded signatures, footer RDL 8/2019 | |
| Excel | Detail Sheet + Sage Summary + Closing Metadata |
| CSV | Summary added by employee (legacy, A3/Sage compatible) |
Only available with approved period (except draft PDF from Jornada).
Notifications
Automatic events:
- Closed period → employee + admin
- Employee signs → admin (ready to approve)
- Signature expired (deadline day) → reminder employee + admin
Configurable in My notifications / company matrix (TIMESHEET_* events).
Productivity (separate report)
The productivity dashboard (/reports/productivity) continues to measure efficiency per visit and technician. It does not replace the legal registration of working hours.
Frequently asked questions
Is it automatically sent to the agency?
Not in this version. PDF/Excel/CSV manual download. CronoJob/FichaFacil API integration is planned.
Does it include breaks at effective times?
No. The breaks (BREAK) appear in the details but do not add up to payroll totals.
Can I print without closing the month?
Yes, from Jornada → PDF / Print (DRAFT watermark if not approved).