Here at Connecteam, we know that tracking and reviewing employees' hours is crucial for payroll and audit purposes. We also know that changes in the timesheets happen all the time and that manually adding shift records or absences for multiple employees can be time-consuming. For that reason, we have created an easy-to-use bulk action capability directly inside the timesheets, that allows you to edit individual timesheets, as well as other bulk actions!
This article will cover:
Individual Timesheet Bulk Edit
By using the bulk edit capability in users' timesheets, admins can make changes in bulk to the Job Type, Start Time, End Time, Notes, and Shift Attachments. Admins can also bulk edit Manual Breaks, making changes to the Break Type, Start Time, End Time, and Notes.
To begin, follow these steps:
Head over to the Time Clock feature found in the left sidebar, and access the relevant Time Clock.
Navigate to the Timesheets tab, select the relevant payroll period, and enter an individual user's timesheet by clicking on the user's name.
Next, tick the empty box found next to the 'Type' column, for all the dates you wish to edit. You also have the option to select all dates at once by ticking the empty box found next to the 'Type' column at the very top of the column.
Next, make the necessary edits and click 'Enter' on your keyboard. You can either edit the Job Type, Start Time, End Time, Notes, and Shift Attachments or make changes to the Break Type, Break Start Time, Break End Time, and Notes. Take a look at the short demonstration below!
To make changes to manual breaks in bulk, select the relevant breaks by ticking the empty box next to the 'Type' column.
Timesheet Bulk Actions
As an admin, you also have the option to perform various bulk actions, such as Add Shift, Add Break, Export Timesheets, Approve Timesheets, Send Chat Message, Create Team Chat, and Create Task.
Navigate to the Timesheets tab in the relevant Time Clock.
In the user's list, check the box right to each user you would like to perform an action with or select the left upper check box to pick the first page of users.
Click the blue Actions button that pops up and select the action you wish to execute.
💡 Tip: You can easily select all the users in the entire time clock by using the select all option in the blue banner. Another option is using the timesheet filters to select employees by a specific condition and check the employees who follow this criterion.
Now, let's go over the options inside the Actions button menu:
Add Shift - Allows you to add a shift if several users forget to clock in or out at the same time, or if a shift or a project that was not scheduled is added.
Add Break - Allows you to add a break to multiple users' timesheets at once.
Export as PDF - Allows you to export multiple selected employees' timesheets in one PDF file. You can read more about the timesheets in PDF here.
Export multiple PDFs - Same as the above option, but here you will receive the exported PDFs in one zip folder with separated users' PDF reports.
Approve -Aallows you to approve multiple or all timesheets in bulk after reviewing them, saving you time while running payroll!
Send a chat message - Sending a chat message to multiple users. Use this to share information with users based on their timesheets.
Create team chat - create a team chat with all selected users
Create task - Assign tasks to selected or all users within the timesheets, such as reviewing their timesheets before payroll.
* Bulk Actions are from the Operations Hub Advanced plan. *
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