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To achieve the ability to bulk import multiple iterations of a timesheet in a single file, in the Timesheet Import Wizard settings, a new option called ‘Grouping’ is required to be mapped to the import file, and the import file must provide a grouping value to identify which iteration of the timesheet each row in the import file corresponds to. That This information provides the system with the ability to determine the rows with the same job and week ending date that belong to each timesheet and the timesheet adjustment sequence, so that it the logic can target the correct timesheet that is being adjusted. Click here for more details.
Where timesheets have been imported, they exist in the Submitted state and will need to be approved prior to any additional adjustments being imported.
Ability to Import New Standard Rate Sets/Rate Values via Timesheet Import
Supersede a Pay or Bill Rate
Where data is imported When importing time and attendance data from a third 3rd 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 from the third party system needs to be applied. To prevent the need to manually edit the job’s rates, an enhancement has been made to provide the ability to include 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 Where imported, superseded rate values will not update back to the Job Order, they will apply in Interpreter Review and where a value has been superseded via import the related cell will display in a different colour so you are aware.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the import includes Pay and or Bill Rate values, these will be stored against the imported timesheet and flagged as ‘Superseded’, even if the value provided is the same a what is currently in the job ordersuch as a Vendor Management System (VMS), you may have the requirement to also import the corresponding rates from the external system and have those rates supersede the standard rates on the corresponding job orders in FastTrack360. To support that, in the Timesheet Import Wizard settings new options have been added to allow rate fields to be mapped to values in the import file.
When rates are imported in a timesheet import file, the imported rates do not get updated in the job rates on the corresponding job order but they are used to pay and bill the corresponding timesheet item instead of the job rates. In Interpreter Review, where an imported rate has been used as the pay or bill rate, that rate is highlighted to identify that the rate has superseded the job rate. Click here for more details.
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, 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 In addition to being able to import pay and bill rates to supersede the standard rates that are defined on a job order, it is now possible to add a new rate set for a standard rates job order when importing timesheets from a 3rd party system. New options have been added in the Timesheet Import Wizard to allow mapping of fields that are required in the import file to enable the creation of a new rate set Click here for more details.
If 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 Jobon the corresponding job order.
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Benefits
These enhancements are designed to support data import from third party system, where:
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