Bulk Time Entry adds or removes the same time entry for several employees at once.
The bulk time entry feature makes it easy to quickly add or delete time for groups of employees at one time, without having to edit each timesheet individually. This feature is also useful when adding time-off entries (vacation, administrative leave, etc.) to multiple employees at once. You can add time in bulk using three different scenarios (see the 'Add Time If' option described below).
Note: When deleting time, only time entries that are either unsubmitted or in the rejected state can be removed using the bulk time screen. To remove submitted or approved time, you must first unsubmit those time entries using the Administer Timesheet Approvals screen.
Options and field descriptions #
Date – Select the date to add the bulk time to. For example, if you are adding 'Holiday' time to all of your employees' timesheets for December 25, 2006, you would specify '12/25/2006' in this blank.
Charge Type – This option allows you to select whether the bulk time added is a time off or a project. You selection in this field will alter what is available in the following option.
Time Off or Project / Task – Depending on what was selected in the 'Charge Type' field you will either see 'Time Off' or 'Project' and 'Task' selections. Select the time off or project/task for the bulk time entry change.
Bulk Time Action – Select whether you would like to add or delete time from employee timesheets.
Hours – The hours to be added for the bulk time entry change.
Add Time If – This option provides three scenarios for adding bulk time:
- There are no other charges on the selected date for the selected employee(s) – This option means that time will be added for the selected employee(s) only if no other time entries exist on the specified date.
- The selected Time Off/Project/Task doesn't already exist on the selected date for the selected employee(s) – This option means that time will be added for the selected employee(s) only if similar time doesn't already exist on the specified date (the same selected time off, or project/task).
- Add time for the selected employee(s) regardless of if time already exists for the selected Project/Task – This option means that time will be added for the selected employee(s) regardless of whether or not any existing time entries already exist on the specified date.
Comment – This optional field allows you to supply a comment for the time entry. Comments entered in this field will show up on each selected employee's timesheet for that particular time entry.
Employees – Select the employees, or groups of employees, you wish to include in the bulk time changes. This field also provides a drop-down to select:
- Show All Employees – Displays a list of all employees within your organization. You may select individual employees from this list.
- Show All Departments – Displays a list of all departments within your organization. You may select one or more departments from this list. When departments are selected, all employees within each department will be included in the bulk time changes.
- Show All Employee Types – Displays a list of all employee types within your organization. You may select one or more employee types from this list. When employee types are selected, all employees within each employee type will be included in the bulk time changes.
Modifying Time in Bulk #
- Browse to Admin, select Timesheets, and then select Bulk Time Entry.
- Select the date that you wish to add or delete hours.
- Select the time off or project/task for the bulk time change.
- If deleting time, select 'Delete Time' from the Bulk Time Action selection and proceed to step 7. If adding time, select 'Add Time' from the Bulk Time Action and proceed to step 5.
- If adding time, provide the number of hours for the bulk time entry.
- If adding time, select the scenario (Add Time If…) in which to add the bulk time.
- Select Save.