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Working With Bulk Timesheets

Bulk Timesheets let approvers review, edit, and approve large volumes of timesheets efficiently.

Written by Jason
Updated over 4 months ago

Bulk Timesheets are useful in high-volume environments and allow approvers to act as both initiators and approvers.

⚠️ Important: Access to Bulk Timesheets is restricted to users with timesheet approver permissions.

Access Bulk Timesheets

  1. Go to the Time and Attendance workspace, then click the Bulk tab at the top of the screen.

  2. Enter your search criteria in the search header, then click Search to display the relevant bulk timesheets.

Understand How Bulk Timesheets Work

  1. Review prepopulated bulk timesheets generated from the job schedule.

  2. Check whether the payee worked within the scheduled hours, then decide whether any adjustments are needed before approval.

πŸ“Œ Note: Bulk timesheets are automatically created for all job orders where the Bulk Timesheets flag is enabled in the applicable timesheet workflow.

Edit Bulk Timesheets

  1. Switch to Item View to display attendance or absence items for each timesheet.

  2. Click the fields you need to update, then edit the time or attendance information before approving the timesheet.

You do not need to open a separate Timesheet Entry screen; all edits can be completed directly in the list.

Approve Bulk Timesheets

Identify timesheets where the payee worked within the scheduled hours.

  • Select multiple timesheets, then click Approve to submit them together in a single action.

Timesheets that require changes must be edited before approval.

View Bulk Timesheets in Header View

Switch to Header View to display identifying information for each bulk timesheet without showing individual attendance items.

  • Review the overview details to confirm which timesheets require further attention.

View Bulk Timesheets in Item View

Select Item View to display all attendance and absence items for each listed timesheet.

  • Use this view to edit time entries directly before approving.

Access Historical Bulk Timesheets

  1. Go to the Historical Timesheets List.

  2. Search for and open any approved bulk timesheet for reference or auditing.


πŸ’‘ Best Practices

  • Switch between Header View and Item View to manage timesheets efficiently.

  • Review job schedules before editing to ensure changes are accurate.

  • Approve compliant timesheets in bulk to speed up high-volume processing.


πŸ€” FAQs

Q1: Why can I not see the Bulk tab?

  • Answer: Your user profile may not have timesheet approver permissions.

Q2: Can a payee still submit their own timesheet?

  • Answer: No. In a bulk workflow, the approver acts as the initiator and completes all required edits.

Q3: Where can I find an approved bulk timesheet later?

  • Answer: You can find all approved bulk timesheets in the Historical Timesheets List.

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