How can I import a timesheet pattern?

You can add multiple timesheet records in a repeating pattern in SMB by using our timesheet pattern import functionality. Start by navigating to the employee’s record from the “Employees” option on the main menu, open the large Employee menu and select “Working Hours”, then “Timesheets” to access the employee’s current schedule.

At the top of the page, click on the “Import Timesheet Pattern” link to access the timesheet importer. On this page, you may download a template spreadsheet to populate with the entries you wish to add to this employee’s account.

Starting at row 3, just under the example row, enter the rows that make up the pattern. In the first cell, enter the number of the day in the pattern (1, 2, 3 etc) then enter the start and end times for up to two shifts per day. If you only have one shift, or the day is a non-working day, leave the columns for the shift blank, or the importer will not complete.

Note: You need to have a row for each day in the pattern, even if the day is a non-working day. Ensure you have a row for every day in sequence in your pattern or the importer will not complete.

Save the spreadsheet, then use the “Browse” button to select the file from your local file system. Next, select the date you wish the pattern to run from, enter the number of times you wish the pattern to repeat and click “Import Timesheet Entries” to start the import process. The system will first check the spreadsheet for any errors and, if any are found, it will tell you which rows contain errors and what needs to be done to correct them. Otherwise, the system will import and add the timesheet entries to the employee’s record, overwriting any records that already exist.

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk