...
Ability to import multiple timesheets for the same job and the same week ending date
Currently when using Timesheet Import to support importing timesheets and adjustments, a user 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 only import one version of the timesheet at a time. This may be limiting where data from the third party system needs to be imported where a combination of the original and subsequent adjustments is included in the import file. To support this requirement where 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 in the same import include one or more subsequent adjustment timesheets.
Where the first timesheet will be keyed or separately imported into Time & Attendance and then approved, and you wish to be able to When importing timesheets into FastTrack360 from a 3rd party system, it is now possible to import multiple versions of the same timesheet (i.e. the original timesheet and one or more adjustment timesheets for the same job order and week ending date) in a single import.
To support this, a new setting called Adjustment Only has been added to the Pay/Bill section of the Client and Job record. When ticked, the following applies:
It indicates that all timesheets for that client or job order will imported and will not be manually keyed in FastTrack360
When a job is submitted to timesheet, a ‘zero result’ timesheet header is automatically created for each timesheet and the status of each timesheet header is set to Released. These timesheet headers are required to allow the bulk import of an original timesheet and one or adjustments to that original timesheet and are only visible in the Historic timesheets list in Time and Attendance.
| Info |
|---|
The Adjustment Only option is not required if the original timesheet will be manually keyed in FastTrack360 and you need to import all of its subsequent adjustment iterations either individually or in one |
...
timesheet import file. It is only necessary to use the Adjustment Only option if the original timesheet and its subsequent iterations are to be imported from an external source. |
To achieve the ability to bulk import timesheet iterationsmultiple iterations of a timesheet in a single file, in the Timesheet Import Wizard Import Settingssettings, a new value option called ‘Grouping’ is required in to be mapped to the import 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 the import file must provide a grouping value to identify which iteration of the timesheet each row in the import file corresponds to. That provides the system with the ability to determine the timesheet adjustment sequence, so that we it can target the correct timesheet that is being adjusted. Click here for more details.
...