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 lets you add multiple shifts, absences, tasks, and even chat. Now, let’s review all the multi-select options.
To begin, follow these steps to get to the multi-select option:
Navigate to the Time Clock Timesheets.
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.
Pro 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 timesheets 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.
These are as follows:
Add Shift - Add a time record to employees' time cards.
Add Absence - Add an absence such as a holiday, sick leave, or a day off.
Export as PDF - Export user's timesheets report in one PDF format.
Export multiple PDFs - Export users' timesheets reports in multiple separate PDF formats.
Send a chat message - sends a chat message to users
Create team chat - create a team chat with all selected users
Create task - Give a task to selected users
Add a Shift
At Connteam we understand that things are spontaneous and change quickly. The add shift option allows you to add a shift if several users forget to clock in and out at the same time, or if spontaneously a shift or a project that was not scheduled is added.
This option makes it easier to report holidays and vacations for audit purposes. For example, on July 4th or Christmas, all users are on a holiday. An absence can be added to their timesheets in one action. You can learn more about absences here.
Export as PDF
This option gives you a flexible ability 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.
Send a chat message
This is a great tool, making it easy for you to communicate with your team. This can be used if you need to provide information to users according to their timesheet. For example, if you wish to send all users who haven't clocked in today the same private chat message to understand their status.
Create team chat
This option also makes it easy to communicate with your team all from one place. For example, if you want to have a team chat with all the users who clocked in today to send a collective message in a dedicated group
A very nice option is to create a task for selected or all users within the timesheets. For example, you can give a task to go over the user's timesheet before payroll day.
In conclusion, the bulk actions option can help you save time by performing multiple actions on your timesheets with a single click. In order to get the most transparent data and reports without a flaw or to better communicate and manage with your team.
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question!
*** Keep in mind that this capability is from the Operation Hub Advanced plan.