> ## Documentation Index
> Fetch the complete documentation index at: https://sailia-mintlify-5b02008a.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto daily timesheets

> Automatically generate timesheet entries from scheduled bookings for staff members.

Auto daily timesheets remove the need for staff to manually log their hours. When enabled on a staff member, Sailia automatically creates timesheet entries each day based on the bookings they are assigned to — including courses, hires, and events.

## How it works

Each day, Sailia checks for staff members with auto daily timesheets enabled and generates timesheet entries from their scheduled bookings. The system:

1. Looks up all bookings the staff member is assigned to for the current day.
2. Calculates the time range for each booking, including any setup and pack-down time.
3. Applies the correct pay rate — either a booking-specific rate amendment or the staff member's default rate for that date.
4. Merges overlapping time periods so there are no duplicate entries.
5. Adds the resulting timesheet items automatically.

<Note>
  If a booking has a specific rate amendment set for the staff member, that rate takes priority over their default pay rate.
</Note>

## Enable auto daily timesheets

<Steps>
  <Step title="Open the staff creation form">
    Go to the staff section and start creating a new staff member.
  </Step>

  <Step title="Fill in their details">
    Enter the staff member's name, email, date of birth, and other required fields.
  </Step>

  <Step title="Toggle auto daily timesheets on">
    Enable **Auto Daily Timesheet** in the staff profile.
  </Step>

  <Step title="Save">
    Complete the staff member creation. Timesheet entries are generated daily from this point forward for any day the staff member has scheduled bookings.
  </Step>
</Steps>

## What gets included

Auto-generated timesheet entries are based on the staff member's assigned bookings:

| Booking type             | Included |
| ------------------------ | -------- |
| Courses                  | Yes      |
| Hires                    | Yes      |
| Events                   | Yes      |
| Setup and pack-down time | Yes      |

Each entry records the start time, end time, date, pay rate, and location from the booking. When multiple bookings overlap or are adjacent, the system merges them into a single continuous timesheet entry.

## Manual auto-fill

In addition to the daily automatic generation, you can manually trigger timesheet auto-fill for a specific staff member and date range. This is useful when you need to populate timesheets retroactively or regenerate entries after schedule changes.

The auto-fill uses the same logic as the daily process — it pulls all assigned bookings within the date range, applies the correct pay rates, and creates merged timesheet entries.

<Warning>
  Auto-fill does not remove existing timesheet entries. If entries already exist for the selected period, new items may conflict. Review the timesheet after auto-filling to resolve any overlaps.
</Warning>

## Pay rate handling

The system determines pay rates for auto-generated entries in this order:

1. **Booking-specific rate amendment** — if a custom rate has been set for the staff member on a particular booking, that rate is used.
2. **Default daily rate** — if no amendment exists, the staff member's standard pay rate for that date applies.

Pay rates are resolved per booking, so a single day's timesheet can include entries at different rates if the staff member is assigned to bookings with different rate amendments.

## Export staff hours

Export a CSV showing the total hours each staff member worked each day across a date range. Use this when you need to share worked-hours data with payroll, audit a pay period, or analyse staff utilisation outside of Sailia.

The export is available from the **Hours Worked** section of the staff dashboard.

<Steps>
  <Step title="Open the staff dashboard">
    Navigate to your staff dashboard and scroll to the **Hours Worked** section.
  </Step>

  <Step title="Open the export popup">
    Select **Export Staff Hours** to open the date range picker.
  </Step>

  <Step title="Choose a date range">
    Pick a quick preset or set custom start and end dates.

    | Preset            | Range                                        |
    | ----------------- | -------------------------------------------- |
    | **Today**         | The current day only                         |
    | **Month to date** | The first of the current month through today |
    | **Last 7 days**   | The previous 7 days through today            |
    | **Last month**    | The full previous calendar month             |
    | **Year to date**  | January 1 of the current year through today  |
    | **All time**      | January 1, 1970 through today                |
    | **Custom**        | Any start and end date you choose            |
  </Step>

  <Step title="Download the CSV">
    Select **Export**. Sailia downloads a file named `staff-hours-<from>-to-<to>.csv` containing one row per staff member.
  </Step>
</Steps>

### What the CSV contains

The export is a matrix with one row per staff member and one column per day in the selected range:

| Column                            | Contents                                                 |
| --------------------------------- | -------------------------------------------------------- |
| **Staff Member**                  | The staff member's full name                             |
| One column per day (`YYYY-MM-DD`) | Total hours worked that day, rounded to 2 decimal places |

A `0` is shown for days when a staff member did not log any hours. Rejected and deleted timesheet entries are excluded from the totals.

<Note>
  Only staff with an assigned permission group are included in the export. Customer-account permissions and unassigned profiles are filtered out automatically.
</Note>

### Permissions

Admins with the **Manage Staff** [permission](/staff/management#permissions) can export hours for all staff. Staff without this permission can only export their own hours.

## Related guides

<Columns cols={2}>
  <Card title="Staff management" icon="user-gear" href="/staff/management">
    Add staff members and configure their pay rates.
  </Card>

  <Card title="Timesheet invoices" icon="file-invoice" href="/staff/timesheet-invoices">
    Submit timesheets as invoices for payment processing.
  </Card>
</Columns>
