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Creating employee lists based on aggregated timecard hours requires working around Salesforce’s inability to filter on calculated totals, since native reports and list views cannot reference timecard aggregations.
Here’s the most efficient method for generating and maintaining dynamic employee lists that update automatically with current timecard data.
Generate dynamic employee lists with automated timecard analysis using Coefficient
SalesforceCoefficientSalesforcecannot create reports that filter employees based on sum of their timecard hours, and list views on Employee objects cannot reference timecard aggregations.provides the most efficient method by integrating both employee data and timecard records from, then using spreadsheet functions to calculate totals and generate filtered lists that maintain current employee status with scheduled data refreshes.
How to make it work
Step 1. Import employee and timecard data.
Connect to both Salesforce User/Employee and Timecard objects using Coefficient. Join data on Employee ID to link timecards with employee information like name, department, manager, and contact details.
Step 2. Calculate weekly hours per employee.
Create weekly hour calculations using SUMIFS formulas:. This aggregates individual timecard entries into meaningful weekly totals for each employee.
Step 3. Filter and format the employee list.
Apply filters where calculated hours are less than 40 and add color-coding for different hour ranges (0-20, 20-30, 30-39 hours). Group by manager for targeted follow-up and include all relevant employee details for HR workflows.
Step 4. Automate list maintenance.
Schedule weekly refresh to update employee status automatically. Set up alerts when specific employees consistently fall below thresholds and integrate with email notifications for proactive management.
Build actionable employee tracking systems
Start creatingThis approach creates a dynamic, actionable employee list that updates automatically and provides comprehensive insights beyond what Salesforce native reporting can deliver.your automated employee tracking lists today.
