We know that tracking and reviewing employees' hours is crucial for payroll and audit purposes. We also know that changes in the timesheets happen constantly and that manually adding shift records and making changes can be time-consuming. With bulk actions, changes can be made or shifts can be added to a specific employee's timesheets, significantly speeding things up. Now, let's go over all the multi-select actions.
To begin, follow these steps to get to the multi-select option:
Navigate to the Time Clock and enter the Timesheets tab.
Click on the relevant employee whose time sheets you'd like to view.
Select the relevant days you'd like to edit, at the bottom the multi-select menu will appear with all the options
Now, let's go over the options inside the Multi-select Actions menu, and the other bulk actions that can be taken in your employees' timesheets.
These are:
Add Shifts- allows you to add a shift to the selected days
Lock - allows you to lock multiple days
Unlock - allows you to unlock multiple days
Delete- allows you to delete shifts on multiple days
Edit Shifts - edit the details of multiple shifts at once.
Add Shifts
This option allows you to add a shift to multiple days in an employee's timesheet. It's important to note that the shift added must/will be the same for each day selected. For example, if I selected Monday, Tuesday, and Thursday and the Job as Shift Manager and the hours as 9 to 5 these exact hours will be added to the selected days.
Lock
This option allows admins with the relevant permissions to lock multiple days in the timesheets with one click. Locked days mean that an admin went over the hours for that day and approved them for payroll. These days appear with a lock icon next to them. note that the only action that can be done to locked days in unlock.
Unlock
This option allows admins with the relevant permissions to unlock multiple days in a specific employee's timesheets. This will enable admins to make changes to days that have previously been approved and locked for payroll.
💡Tip: To learn more about locking and unlocking your employee's timesheets check out this article.
Delete
This option allows you to the timesheet history for multiple days at once.
Edit Shifts
This option allows you to edit the details of shifts your employees already clocked in or out of. You can edit the job, start, and end times. It's important to note that the changes will be the same for each day selected
To edit multiple days, hover next to the job of a shift you would like to edit and select that shift. Note that this is not the same select box you have used to delete, add, lock, or unlock shifts. Now, select the shifts you want to edit and make the necessary changes.
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