How do I bulk upload timesheets?

This article will detail how to bulk-upload timesheets for multiple workers within the same project while saving time on manual entries.

Requirements 

Before proceeding, ensure the following requirements are met:

1. User Permissions

   Review the user permission list and verify that the option "Bulk Upload Timesheet" is selected.

    

   
   
   

2. Project Permissions 

• Go to the project settings and verify that "Allow timesheet Bulk Upload" is enabled.
  
  
  
  
• A timecard icon should appear in the project timesheet section 
  
  

3. File Requirements

The Excel file must include one of the following identifiers:

• Payroll ID
• Phone Number (if the worker does not have a Payroll ID)

Save and Upload Timesheets

Step 1. Go to the project timesheet, select the date and click "Upload timesheet" icon

Step 2. Download and Fill Out the Template

• Click "Download the template" to download the Excel file
• Fill in the information (Payroll ID or Phone number in case the worker does not have a Payroll ID and DBID)
• Save the file as an [.xls] document

Step 3. Upload the Timesheet File

• Click "Browse" to locate and upload the saved document.
• Checkmark additional options to apply Break Time Rules, Carry on Productivity, or Round Up Rules if needed. (Optional)

• Select the Source (this represents the source of data—this field is required).

Step 4. Review pending shifts; they will stay pending until they are created.

Step 5. Select "Create" to create shifts and approve.

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