Before getting started
At any time, you can retrieve your data (including attachments) from any Lucca solution, particularly as part of portability.
Time and Activities range
Timmi Absences
Employee absences and balances: you can edit a report via Timmi Absences > Reports > Custom reports > Absences or Balance. It may be useful to add "Starts AM" and "Ends PM" columns to the absences report.
Completed payroll exports: you can find the export history via Timmi Absences > Exports > Payroll export
Timmi Timesheet
To retrieve data entered into Timmi Timesheet by your employees (Reports, times, comments, etc.), we recommend using the dedicated reporting module in the solution. To view all of this information and then download it, follow this procedure: Analyzing Timmi Timesheet data with reports and dashboards.
This module offers a dashboard and six types of reports:
- Times (which covers data from previous "standard" and "break time" reports)
- Activities
- Timesheets
- Comments
- Warnings
- Accounts (which covers data from previous reports "on accounts" and "on rules")
Timmi Projects
To retrieve data entered into Timmi Projects, we recommend using the reporting module in the solution:
- To download accounting data (turnover, expenses, margin, etc.), select the "Accounting" template.
- To download data for your projects, select the "Projects" template.
- To download individual performance indicators for your resources (time, cost, turnover, etc.), select the "Resource performance" template.
- To download data on billing deadlines for package projects, select the "billing deadlines" template.
- To download data on invoices, select the "Invoices" template.
Timmi Office
To access the information entered into Timmi Office, we recommend using the "Dashboard" tab.
For employees, you can export:
- Detailed data, allowing you to see the site occupied each day by each employee, over a defined period.
- Statistics per user, presenting the allocation for each employee over a defined period.
- Requests denied, which include reasons for refusal, for each employee over a defined period.
For offices, you can export:
- The occupancy rate for each site.
Talent Range
Poplee Core HR
Employee data: you can generate a report on employee data via Co-workers > Reports > Create a report > Select all > Display, then Download.
If you select "attachment" data, the download will give you the option to download a ZIP file containing all of the documents attached to the HR file.
Poplee Performance
Review history: you can export an Excel or PDF document with all employee responses across all of the previous campaigns via Reviews > Campaigns > Campaign selection > Download the selected campaign.
Goals: you can export a CSV document with all employee goals since the rollout of the tool via Goals > Settings > Export of goals > Export all goals.
Poplee Engagement
Survey report: you can export the results of a survey in PowerPoint format via the Results tab > Campaign > Survey > Detailed results > Export (on the right-hand side of the screen) > Report (pptx)
Survey comments: you can export comments on a survey in xlxs format via the Results tab > Campaign > Survey > Detailed results > Export (on the right-hand side of the screen) > Comments (xlxs)
Heat map: you can export the heat map for a survey to xlxs format via the Results tab > Campaign > Survey > Heat map > Export to XLS (on the right-hand side of the screen)
Finance Range
Cleemy Expenses
Expense report: you can generate a report on all expenses from the start via Cleemy Expenses > Reports > Expenses.
The zip file of imported receipts: this file can be downloaded from Cleemy Expenses > Reports > Receipts
Archives with probative value: if you have subscribed to the digitization with probative value service, you can download a zip file of archives with probative value via Cleemy Expenses > Reports > Receipts.
Accounting/payment export files: you can download exports created via Cleemy Expenses > Exports > Exports history
Cleemy Procurement
History of purchase requests: You can export the list of purchase requests and their statuses via Cleemy Procurement > All purchases > 3-dot menu
Accounting export files: You can download exports created via Cleemy Accounting > Export
Zip file of imported invoices: this file can be downloaded via Cleemy Procurement > All invoices > 3-dot menu
Cleemy Payment
Closing the account
Before retrieving data from Cleemy Payment, it is important to remember to close the account.
To do this, you’ll need to send an email to Swan support at support@swan.io and copy in cleemy-compte-paiement@lucca.fr to notify the Cleemy team.
In order for the account to be considered pending closure, the balance must be zero, the last direct debit must be from at least 30 days prior, and the last transfer must be from at least five days prior. When these conditions are met, the cards, direct debit mandates and recurring/upcoming transfers will be canceled, and incoming SEPA transfers will be automatically bounced.
History of statements and invoices for exceptional expenses: You can export your bank statements and invoices for exceptional expenses via Cleemy Payment > Account > Summary > Documents, then download the documents in CSV or PDF format.
Payroll Range
Pagga Compensation
Report on actual pay: you can download this report from Pagga Compensation > Reports > Actual pay > Show pay items, then download the report.
Pagga Payslip
Payslips: You can download payslips for a former employee from Pagga Payslip > Settings > Retrieving payslips of former employees.
Payslips sent out via Pagga Payslip are stored for 50 years and are available at: https://pagga.ilucca.net