TimeSheet Batch Process

Time > Maintenance > Batch Process

Batch process of Timesheets from the WorkPlace application moves fully approved records into history and over to the ERP when integrating to a supported Project system.  Depending on the WorkPlace system setting and workflow process of your environment, timesheets may have to be approved before they can be processed to the batch.

Parameters (listed below) can be selected to restrict and process specific Timesheet records or simply select process to process all available Timesheets.

Document Toolbar

Process

Once the process icon has been selected a confirmation message will appear (click here)(click here)

Entry Fields

From/To Employee

Select or type in a single or consecutive range of employees to process only those records.

From/To Employee User ID

Select or type in a single or consecutive range of employees based on the WorkPlace User ID to process only those records.

From/To Time Period

Select or type in a single or consecutive range of dates to process only these records.

From/To Department

Select or type in a single or consecutive range of departments to process only these records.

Selection of parameters is optional and only need to be used if you wish to restrict the records to be processed.