Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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 has to import the original, approve in the submitted state, then in a separate import, import the adjustment, approve in the submitted state etc. As such you can no import one version of the timesheet at a time. This may be limiting where data from the third party system needs to be imported in bulk, with all of the timesheet’s iterationswhere a combination of the original and subsequent adjustments is included. To support this requirement where no timesheets will not 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, where the data may be 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 individually or in one file, the ‘Adjustment Only' strategy is not required.

To achieve 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. It is important that the grouping value provides the system with the ability to determine the timesheet adjustment sequence, so that we can target the correct timesheet that is being adjusted. Click here for more details.

Ability to Import New Standard Rate Sets/Rate Values via Timesheet Import

...