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GoCo Custom Time & Attendance Report

This guide explains how to install, configure, and run the GoCo Custom Time & Attendance Report recipe template from the Marketplace. It covers on-demand and scheduled versions, available report types, configurable columns, grouping options, and key time tracking settings.

Overview

  • Location: Marketplace > GoCo section
  • Purpose: Create customizable Time & Attendance reports (summary and detailed) that include time worked and time off with flexible columns and groupings.
  • Run modes:
    • On-demand: Trigger directly via “Test recipe” (no workflow required).
    • Scheduled: Automatically send reports on a recurring schedule.

Install the Recipe

  1. Go to the Marketplace and search GoCo.
  2. Select the template by selecting "Use this recipe".
    1. If you have no available workflows, this recipe can be used on demand by navigating to “Custom Time & Attendance Reports”. 
    2. If you have workflows, you can use the "Scheduled Custom Time & Attendance Reports"
  3. Click "Use this recipe" once again in the top right.
  4. Choose the engineering_managed folder and select copy.

*No need to test the recipe quite yet, we want to finish setting it up. If the test comes up close the pop up and if you need to navigate back, just toggle back to Recipe at the top of the screen.

 

Configuration of the Recipe

Now that the recipe is installed, we need to configure it. Scroll down to the bottom where it says "Configuration Parameters" and click into it.

1. Report Types

You can generate one or multiple of the following:

  • Hours Summary
    • High-level summary of time worked and time off for the selected period.
  • Timesheet Entries
    • Low-level detail of each timesheet entry (clock-ins/outs).
  • Time Off Days
    • Low-level detail for each time off day within the selected period.

⭐ Tip: The Hours Summary aggregates data; the Timesheet Entries and Time Off Days provide the source-level details.

Once you select which reports, the following fields will appear to fill out. Read on to learn more about each section. 

2. Employee Columns

Pick any employee fields available via the GoCo API to include in your report (examples):

  • First name
  • Last name
  • Manager name
  • Employee ID
  • Other available employee attributes

Benefit: Add columns not present in GoCo’s native Time Tracking Hours report.

3. Time & Attendance Columns

Select which time-worked metrics to include:

  • Work hours
  • Break
  • Regular
  • Overtime
  • Holiday work hours
  • Holiday overtime hours
  • Weekend hours
  • Weekend overtime hours

Note: Weekend/Holiday breakdowns are calculated by the template to address gaps in native reports.

4. Time Off Columns

  • Choose “All buckets” (all balances) or select specific/custom buckets (e.g., Total PTO).

Important: Time off is calculated based on days fully or partially within the selected report period; only hours that fall within the period are included.

5. Grouping Options

Group the Hours Summary by:

  • Employee
  • Job
  • Department
  • Up to 5 custom work groups

You can combine groupings (e.g., Job + Department). Examples: - Employee + Job: “How many hours did each employee work per job?” - Job + Department: “Total hours by job within each department.”

Note: If your company does not use additional jobs, omit Job.

6. Time Tracking Policy Settings (Required)

If you include any time tracking–related columns, set these to match your GoCo policy:

  • Rounding rule
  • First day of the work week (used for overtime calculation)
  • Weekly overtime threshold (hours)

These ensure the report mirrors your organization’s overtime and rounding logic.

 

Running the On-Demand Version if there are No Available Workflows (Test Recipe)

  1. Open the on-demand recipe.
  2. Configure:
    • Report type(s)
    • Employee columns
    • Time & attendance columns
    • Time off columns
    • Grouping
    • Rounding rule, first day of week, weekly OT threshold (if including time tracking columns)
  3. Click "Test recipe".
  4. Enter:
    • Period start and end dates
    • Recipient email
  5. Click "Test recipe" to generate and receive the report by email (sent by Workato Notification).

Note: The on-demand version is not scheduled.

 

Running the Scheduled Version

Use this when you want reports automatically delivered on a cadence.

  1. Open the scheduled recipe.
  2. Configure the same report settings as on-demand.
  3. Set schedule-related inputs:
    • Recipient email (default recipient for each scheduled run)
    • Offset (days) for period start
    • Offset (days) for period end
  4. Start the recipe. It will run on the configured schedule and email the report (sent by Workato Notification).

Offset (Schedule Timing) Examples

Example:
  • Weekly report delivered every Monday showing last week’s hours:
    • Start offset: 7 days (start of last week)
    • End offset: 3 days (end of last work week if your week ends on Friday; adjust to your workweek)
  • Today’s period: start 0, end 0
  • Yesterday’s period: start 1, end 1

⭐ Tip: Ensure your schedule trigger (e.g., every 1 week on Monday) aligns with your offsets and your defined workweek.

 

Notes and Best Practices

  • Choose the Hours Summary for quick rollups; include Timesheet Entries and Time Off Days for auditing and detailed analysis.
  • Always align rounding/first day/OT threshold with your GoCo time tracking policy to avoid discrepancies.
  • If you don’t have access to additional workflows, use the on-demand version via “Test recipe.”
  • For Time Off, the report includes only hours within the chosen period, even if the original time-off request spans outside it.

Troubleshooting

  • Empty or partial data:
    • Verify the date range and offsets.
    • Confirm selected columns exist and have data in GoCo.
    • Check grouping settings (e.g., remove Job if not used).
  • Overtime totals don’t match expectations:
    • Reconfirm rounding rule, first day of week, and weekly OT threshold match your policy.
  • Missing weekend/holiday hours:
    • Ensure you selected “Holiday work/overtime” and “Weekend hours/overtime” columns.
  • Didn’t receive email:
    • Verify the recipient email input and email deliverability.
    • Check that the recipe run succeeded (no errors) and is started (for scheduled).

Frequently Asked Questions

  • Can I run multiple report types at once?
    • Yes, you can select any combination of Hours Summary, Timesheet Entries, and Time Off Days.
  • Can I change which employee fields appear?
    • Yes, select any available employee columns via the GoCo API.
  • How are time off hours calculated for partial overlaps?
    • Only hours within the selected reporting period are included.

If you need help tailoring the template, reach out to support@goco.io with examples of your desired output and policy settings.