Importing the Data File

If a client is set to use a time sheet import on the Client Details Time Sheet tab, use Time Sheet Import to import the data file.

To import the data file, do the following:

1. In the Time Sheet Entry form, click Time Sheet Import . The Time Sheet Import form opens.
2. Select the Payroll Number. The Pay Groups information displays.
3. If there is more than one time sheet import definition for the client, select the one you want to use from the Import Definition ID drop-down.
4. Enable the Use Import for Hours Worked and Employee Default Hours for Hours Paid field to populate the employee’s default hours (not standard hours) on the timesheet.

Note: This field only displays if you enable the TS-LOAD.HRS.WORKED (Global) or TS-LOAD.HRS.WORKED-C (Client) custom feature code on the System Parameters form.

5. Click Start Import. The Upload File window opens.
6. Click Choose File. Navigate to the location of the file, select it, and then click Open.
7. Click Submit. When the file upload completes, a confirmation message appears.
8. Click Close. You return to the Time Sheet Import form.
9. If there were any errors, they display in the Error Report. For example, if an employee has hours allocated to a charge date that occurs prior to the employee's hire date, a warning message displays.
10. Click Review to look at the imported data. If there is more than one page, use the Previous Page and Next Page buttons to navigate the imported time sheet data.
11. If the data is accurate, click Post Data to Time Sheets. The system processes the data and creates the time sheets.
12. Click OK in the confirmation message.
13. If there were any errors, they display in the Error Report, which you can print.
14. Click Edit Time Sheets. You return to the Time Sheet Entry form, where you can proceed to the next step of the process.

Related Topics

Setting Up Pay Import Definitions

Entering Time Sheets

Time Sheet Import Issues