The Bulk Upload List functionality is used to import manual timesheets into a portal in bulk. It is managed with a Master Config setting. To have bulk uploads enabled in your portal, please contact our Support Team.
Create a Bulk Upload List
Once the Bulk Upload List functionality is enabled in your portal, you can create a Bulk Upload List by following the steps below:
Go to Config > Payroll > Bulk Upload Lists.
Enter the List Name. This is how the bulk upload list will appear in your portal.
Set whether the list should be Enabled (available for users) and if it is the the Default list, by ticking the relevant checkboxes.
Set whether the data uploaded using the bulk upload will require approval. To do this, click on the box next to ‘Requires Approval’ to activate the dropdown list of options.
Set the Input Format to indicate the type of data that you are inputting in the upload.
Set whether a Timesheet Upload is required. This means that timesheets are accepted via upload only. When this is set to ‘Yes’:
- Employees will still be able to access and view their own profile and timesheets that have been submitted on their behalf, but cannot submit online timesheets.
- Administrators will still have full functionality available around the entering of timesheets on behalf of employees.
Set whether email reminders are required for timesheets.
Form to Open by Default Options
There are four options in the Form to Open by Default dropdown list. You’ll need to set one of these as your portal default, and this will determine how the data in the upload will be entered into Astute.
The Time Only option allows start and finish times, and breaks to be entered in the timesheet. Other information cannot be entered.
The Full Timesheet method allows you to enter time and break data in the timesheet, as well as the ability to include daily notes (in the Notes column).
Pre-interpreted daily data can be entered if the Interpreted Daily method is set. For example, in the below screenshot, you could nominate a certain number of units to be paid per day as Base Hourly, or include units of On Call Allowance.
Pre-interpreted weekly data can be entered if the Interpreted Weekly method is set as the default. For example, in the screenshot below, you could enter a total number of units to be paid as Base Hourly, or a number of On Call Allowance units.