Batch Create
In the navigation pane:
Click Placements then click Timesheet Manager
Click Batch Create
Select the timesheet frequency:
Create Weekly
Create Monthly
or leave blank to create all
Select the Period you wish to create timesheets for:
Last
This
Next
By Calendar
Select whether you want to pre-populate default hours – this is very useful if your team are fully up to date with the placement schedules for all your applicants.
Select the Sector/s from the list available to you – your permissions are set by your companies systems administrator
Click Create
The resulting pop up will show you how many timesheets, and how many timesheet hour rows have been created. Click OK on the popup, and you will be moved in to the timesheet index.
Batch Download
If you would like an excel spreadsheet of the timesheets you have created, either for internal use, or to be sent to a client for approval, complete the following steps:
In the navigation pane:
Click Placements then click Timesheet Manager
Click Batch Download
Leave all clients selected, or choose a specific client
Select the appropriate Sector/s
Select the timesheet frequency:
Weekly
Monthly
Select Period:
Last
This
Next
Custom
Enter the Date From
Enter the Date To
Choose whether to prepopulate hours on the timesheet, either from the placement schedule, or the timesheets previously generated
Click Download
If you want to discuss break management on timesheets in more detail, please contact your Customer Success Manager or Account Manager for more information.
You can also import timesheets using the Timesheet Import wizard.