To help with higher volumes of pending timesheets, the ability to update timesheets via CSV is now available.
To start, you can download the timesheet data from the pending timesheet screen or from the "Upload" modal. From there, a CSV file of your pending timesheets will be downloaded with the information displayed on your screen. This CSV can be easily updated and uploaded back into the system which will then display the updated timesheet information.
If you desire to only approve a certain number of timesheets, using CSV can help by limiting the number of timesheet updates that are uploaded. Example: If you have 10 pending timesheets but you only upload data for 5, only those 5 will show.
A CSV upload acts like a filter that can be removed if needed. Just select the 'x' on the filter indicator above the table if you wish to remove the upload overwrites.
Only certain fields can be edited in the file that will overwrite the fields on the Bulk Timesheet Edit screen. Below is the list of editable fields in the CSV file with notes and their formatting requirements. If fields not listed below are edited and uploaded, they will not change the timesheet data.
- Worker Start Time
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Worker End Time
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Total Time
- hh:mm:ss
- Ex: 8:30:00
- Total Unpaid Time
- hh:mm:ss
- Ex: 8:30:00
- Break 1 Start
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Break 1 End
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Break 2 Start
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Break 2 End
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Break 3 Start
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
- Break 3 End
- hh:mm:ss AM/PM [Timezone]
- Ex: 04:30:00 AM MDT
NOTES:
- If Total Time is added to an engagement in the file, this will overwrite any start and end time in the file.
- Unpaid total break time will only show in the Bulk Timesheet Edit screen if Total Time has an input