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Import and Manage Timesheet Import Batches

Use Time and Attendance Import to create timesheet import batches, upload timesheet files, search and review previous imports, download batch files, audit batches, investigate exceptions, export batch information, and customise the Batch List.

Written by Jason Tu

The Import area belongs specifically to Time and Attendance. Go to Time and Attendance, then Import to open the Manage Import Batches screen.

Search for an Existing Import Batch

Use Search Options to find existing import batches.

  1. Go to Time and Attendance, then Import.

  2. Enter the required search criteria using fields such as From Batch Number, To Batch Number, Start Date From, Start Date To, End Date From, End Date To, Status, or Source.

  3. Click Search.

  4. Click Reset to clear the main search criteria when required.

You can also filter directly from the Batch List using the filter beside an individual column heading.

  • For example, use the filter beside Batch Number to locate a specific batch or use Status to find batches with a particular status.


Understand the Batch List

The Batch List displays timesheet import batches and information about the result of each import.

  • Batch Number

  • Start Date

  • End Date

  • Status

  • No. of Timesheets in Batch

  • No. of Timesheets Imported

  • No. of Exceptions

  • No. of Leave Request Warnings

  • Created By

  • Imported By

  • Source

Use this information to identify whether an import completed successfully or requires further investigation.


Create a New Timesheet Import Batch

  1. Go to Time and Attendance, then Import.

  2. Click Add.

  3. On the Create Timesheet Import batch screen, select the Import File upload button and choose the file to import.

  4. Select the required Delimiter, where applicable.

  5. Select the required Source.

  6. Select an Adjustment Reason Default, where required.

  7. Continue through the import process and complete the required field mappings and validations.

The available Source options can include Excel and Timesheet.

The available Adjustment Reason Default values depend on the adjustment reasons configured in your environment.


Prepare the Import File

FastTrack360 validates the structure of a timesheet import file before the batch can be processed.

Before uploading the file, make sure:

  • The first row contains unique column headers.

  • Fields use a consistent delimiter such as a comma, tab, or pipe.

  • The file does not contain grouping or total rows that do not represent individual importable items.

  • Each row contains information that can be processed independently.

  • For XLS and XLSX files, the first completely blank row marks the end of the import data.

  • Dates use the dd/mm/yyyy format.

  • Times use the 24-hour hh:mm format.

If the file structure fails validation, the batch cannot proceed.

For full file requirements, refer to Validate and Format Timesheet Import Files.


Open or Download an Existing Batch

Locate the required batch in the Batch List, then click Download/Open.

Download the Original Import File

  1. Locate the required batch.

  2. Click Download/Open, then Import File.

Use this option to download the original file associated with the batch.

This can help you compare the uploaded data with the import results or investigate an import exception.

Open a Batch Audit

Use the audit to review detailed information about how a batch was processed.

  1. Locate the required batch.

  2. Click Download/Open, then Open Batch Audit.

  3. Review the batch details and imported timesheets.

Batch details can include:

  • Batch ID

  • Status

  • Start Date

  • End Date

  • Timesheets in Batch

  • Timesheets Imported

  • Exceptions

  • Leave Request Warnings

  • Created By

  • Imported By

  • Imported Filename

  • Source


Download an Exception Report

Use the Exception Report to investigate records that could not be imported successfully.

  1. Locate the required batch.

  2. Click Download/Open, then Exception Report.

  3. It will download the file, and now just review the affected rows and exception details.

A batch can have the status Completed with Exceptions, Complete, or Open when some records were processed but one or more records could not be imported.


Export Batch List Information

Use Export to export information from the Batch List.

  1. Go to Time and Attendance, then Import.

  2. Use the search options or Batch List filters to locate the required information where needed, and click Export.

You can export the displayed list or information for an individual batch.

📌 Note: Export exports information from the Batch List. To download the original file uploaded for a batch, use Download/Open, then Import File.


Reset Batch List Filters

Use Reset Filter to remove filters applied directly to Batch List columns.

  1. Go to Time and Attendance, then Import.

  2. Click Reset Filter.

📌 Note: Reset clears the main Search Options criteria. Reset Filter clears filters applied to the Batch List columns.


Change the Batch List Layout

Use Manage Layout to control which columns appear in the Batch List.

  1. Go to Time and Attendance, then Import.

  2. Click Manage Layout.

  3. Add, remove, or rearrange the required columns.

  4. Click Apply to save the layout.

The Manage Grid Layout screen can include columns such as:

  • Batch Number

  • Start Date

  • End Date

  • Status

  • No. of Timesheets in Batch

  • No. of Timesheets Imported

  • No. of Exceptions

  • No. of Leave Request Warnings

  • Created By

  • Imported By

  • Source

Click Reset Layout to restore the default layout or click Cancel to close the window without applying changes.


Choose the Correct Import Action

Use the following options depending on what you need to do:

If you want to...

Use

Import a new timesheet file

Time and Attendance, then Import, then Add

Find a previous import

Search Options or Batch List filters

Check whether an import was successful

Review Status, No. of Timesheets Imported, and No. of Exceptions

Download the original uploaded file

Download/Open, then Import File

View the timesheets within a batch

Download/Open, then Open Batch

Investigate how a batch was processed

Download/Open, then Audit

Investigate failed import records

Download/Open, then Exception Report

Export Batch List information

Export

Remove Batch List filters

Reset Filter

Change the displayed columns

Manage Layout

📌 Note: Time and Attendance Import is used to create and manage Timesheet Import Batches. Use Add to upload a new timesheet import file. Use the Batch List to search, open, audit, export, or investigate existing import batches and exceptions.

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