Description
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Currently when using Timesheet Import to support importing timesheets and adjustments, a user can only import one adjustment timesheet for the same job and same week ending date per import. This is limiting where data from the third party system needs to be imported in bulk, with all of the timesheet’s iterations. To support this requirement where no timesheets will be manually keyed, a new setting ‘Adjustment Only’ has been added to the Client and Job record’s Pay/Bill section. Once ticked where the job is Submitted to Timesheet, zero result adjustment only timesheet headers set to ‘Released’ are automatically generated. These headers only display in the Time & Attendance 'Historical’ Tab, providing users with the ability to bulk import the original timesheet as an adjustment which will result in a positive value timesheet, and its subsequent adjustment timesheets, in one file.
Where the first timesheet will be keyed into Time & Attendance, and you wish to be able to import all of its subsequent adjustment iterations in one file, the ‘Adjustment Only' strategy is not required.
To achieve this the ability to bulk import timesheet iterations, in the Import Wizard Import Settings, a new value is required in the file against all rows for the same job and week ending date to determine the ‘Grouping’. Where multiple adjustment timesheets need to be generated, the system will use the Grouping value to determine the rows required for each timesheet and the order of the timesheets. Click here for more details.
Ability to Import New Standard Rate Sets/Rate Values via Timesheet Import
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Additional fields will need to be mapped in Time & Attendance > Timesheet Import Wizard > Field Mapping where new rates and or rate values are to be imported and where timesheet grouping is required for import of multiple adjustment timesheets for same Job Order and same Week Ending Date.
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Condition | Error Message |
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Data has already been keyed in and saved on the target timesheet in Time and Attendance and there is no Adjustment Reason provided | The timesheet item has been keyed so may be a duplicate. If this is an Adjustment Timesheet, a valid Adjustment Reason must be assigned to the timesheet for an Adjustment Timesheet to be created. |
Benefits
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Configuration
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