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Salesforce reports can show individual timecard entries but can’t group by employee and filter on total hours per week, making it impossible to identify incomplete submissions through native reporting.
Here’s how to systematically identify employees with incomplete weekly hours using automated data analysis that updates in real-time.
Identify incomplete hours through systematic data analysis using Coefficient
SalesforceCoefficientSalesforcereports struggle with identifying employees based on aggregated metrics because they cannot filter on calculated summary values.solves this identification challenge by importing employee and timecard data for comprehensive analysis thatnative reporting simply can’t provide.
How to make it work
Step 1. Import employee and timecard data.
Use Coefficient’s Salesforce connector to pull both employee records and timecard data. This creates the foundation for cross-referencing employee information with their weekly hour submissions.
Step 2. Calculate weekly hours per employee.
Create SUMIFS functions to calculate total hours per employee per week:. This aggregates individual timecard entries into meaningful weekly totals.
Step 3. Apply filters for incomplete submissions.
Use conditional formatting to highlight employees under target hours (typically 40). Create visual indicators that immediately show which employees need attention, making management review efficient and actionable.
Step 4. Build manager dashboards.
Create automated weekly reports for management review that include employee names, departments, actual hours, and variance from target. Set up historical tracking to identify compliance patterns over time.
Automate your employee tracking process
Start monitoringThis method transforms Salesforce’s aggregate field filtering limitation into a comprehensive employee tracking solution that updates automatically.employee hour compliance with real-time insights today.
