HR and timesheets

Import payroll timesheets into Cortena, match hours to pay codes (Lohnart) and cost units (BS), then export a monthly file for DATEV LODAS or CSV.

Who this is for: HR and payroll admins who receive timesheet PDFs or spreadsheets from agencies and need validated pay-code exports without manual re-keying.

1. Enable timesheets for your tenant

HR timesheets require the HR Timesheet feature for your organisation. Contact support@cortena.ai if you do not see HR → Timesheets in the navigation.

Initial setup links:

• Matching guidelines in Google Drive (hr/timesheets/ folder)
• Employee master · map names on documents to employees in Cortena

Configure intake under Settings → HR → Timesheet input.

2. Send timesheets by email

Each tenant gets a dedicated timesheet inbound email address. Forward agency timesheets (PDF or Excel) to that address.

Cortena creates a timesheet document, runs extraction and matching (Lohnart + BS codes), then starts the HR workflow · typically HR review before export.

3. Google Drive sync

Alternatively, place files in the connected Google Drive folder. Run Sync from HR Timesheets or on a schedule via workflow.

Drive sync uses the same processing pipeline as email. Ensure guideline spreadsheets in hr/timesheets/ are current before bulk imports.

4. Review and monthly export

Open a timesheet to verify employee, hours, and matched Lohnart / BS per row. Fix allocation or codes before export.

HR → Timesheets → Monthly aggregates approved documents for a calendar month. Download:

Export includes only rows with matched pay codes. Incomplete rows block the file until resolved.

Quick reference