Timesheet Import, Upload & Batch Process

GOAL: To provide a wholistic overview of the Timesheet File import process and how to effectively review, process and submit records into Batch in preparation for the Pay Run. 

BOARD CONTROL > GENERAL TABLES > IMPORT PROFILE MAINTENANCE

**Verify if Header/Trailer is required + Column configuration**

PAYROLL > PAY INPUTS > TIMESHEETS > HOURLY & DAILY TIMESHEET IMPORT PROCESS 

Submit .csv file in Trial 

**Ensure appropriate Profile Code & File Path is selected**

Processes > 'Daily Timesheet Import Review' Report > Verify if any Errors

PAYROLL > PAY INPUTS > TIMESHEETS > HOURLY & DAILY TIMESHEET IMPORT PROCESS 

Submit in .csv file in Update 

**Ensure appropriate Profile Code & File Path is selected**

Processes > 'Daily Timesheet Import Review' Report > Verify if any Errors

Note: If the incorrect Timesheet File is imported in UPDATE mode, users would need to SUBMIT the Imported Timesheet Records under 

At this stage, users can now SUBMIT the Imported Timesheets after being Imported under UPDATE mode. This will create the BATCH NUMBER for the Imported records. 

Users have the choice of Submitting under Approval and Query or Approval by Group module. 

PAYROLL > PAY INPUTS > TIMESHEETS > WEB TRANSACTION APPROVAL AND QUERY  

Choose CURRENT > Enter EID > Verify Information

**Once Complete and Data is verified, choose SUBMIT to process timesheets into Batch**

NOTE: Alternatively users can submit transactions in bulk by using the Approval by Group method. 

PAYROLL > PAY INPUTS > TIMESHEETS > WEB TRANSACTION APPROVAL BY GROUP

**Choose EMP_GROUP > Import Indicator = Y > Submit**

IMPORTANT NOTE: It is only required to Submit under either Approval by Group or Approval & Query module, as they are both different methods of Submitted Approved record for Batch creation.

PROCESS > COMPLETED > TIMESHEET IMPORT REVIEW

**View Batch Number and Number of Transactions**

IMPORTANT NOTE: At this stage if there was Timesheet Records which were Imported under UPDATE wrongfully and submitted so the Batch can be deleted, complete the following: 

PAYROLL > PAY INPUTS > TIMESHEETS > H > Enter EMP_GROUP + BATCH + PAYNUM

**Choose 'Delete All Entries from Batch'**

Note: Once the contents of the batch has been deleted using 'Delete All Entries from Batch' the batch itself can be deleted by choosing 'DELETE' at the top of the module under the current view.

**Choose 'DELETE' to remove the Batch Number itself**

PAYROLL > PAY INPUTS > TIMESHEETS > BATCH POST AND REVERSE

Choose Batch > Task Indicator = P > Submit

**Submit process to Post Batch**

PROCESS > COMPLETED > TIMESHEET POST REPORT

**View the posted Timesheet Records within the Batch**

Note: Continue onwards with Entitlement > Group Authorization > Schedule Groups > Pay Run to complete the pay cycle.