Description
The existing Timesheet Import process has been enhanced to support the following scenarios:
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Where data is imported from a third party system, there may be a requirement to be able to easily supersede a pay and or bill value that exists in the Job’s standard rates. The pay code and related bill code exist in the rates, however the rate value has been changed in from the third party system needs to be applied. To prevent the need to manually edit the job’s rates, where this is needed, an enhancement has been made to provide the ability to include new standard rate values in the import file. To support this new items have been added to the Timesheet Import Field Mappings. Where imported, superseded rate values will not update back to the Job Order, they will apply in Interpreter Review and where a value has been superseded via import the related cell will display in a different colour so you are aware. Click here for more details. Where the item is Direct Valuation, for example an expense reimbursement, the existing process is upheld where that value is required in the import.
Except for Direct Valuation values, where the import includes Pay and or Bill Rate values, these will be stored against the imported timesheet and flagged as ‘Superseded’, even if the value provided is the same a what is currently in the job order.
Ability to import a new Standard Rate Set
Where data is imported from a third party system, and new rate set is required for a Standard Rate Job Order, however users do not wish to have to manually create the new rates in the Job Order , there is a requirement to be able to import the new rate set. To support this new items have been added to the Timesheet Import Field Mappings, click here for more details. Where a new Rate Set is detected on import, the system will automatically inject the rates into the validity period that corresponds with the item being imported. This will ensure that where the approved timesheet is interpreted, there is valid rate set available in the related Job.
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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.
General Validation Changes
If an item in the import file can be matched to a unique job order in the database, Timesheet Import will then perform general validation to ensure that the data provided in the item is correct.
We have made some changes to the conditions that may cause an item in the import file to fail the general validation where the timesheet includes Reimbursements, Absence Items or the Timesheet is an Adjustment Timesheet. These condition errors will be reported in the exception report as per the existing process.
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Condition
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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
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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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