# HR and timesheets

Timesheet-related flows where available.

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](mailto: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:

| Format | Use |
| --- | --- |
| **DATEV LODAS** | German payroll DATEV import |
| **CSV** | Generic spreadsheet handoff |

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

## Quick reference

| Task | Where |
| --- | --- |
| Timesheet email | Settings → HR → Timesheet input |
| Drive folder | Same settings panel → Drive link |
| Review document | HR → Timesheets → open row |
| Monthly export | HR → Timesheets → Monthly → LODAS or CSV |
| Employee mapping | HR → Employees |
