Timesheets can be imported from a variety of sources, including CSV file formats as well as direct import from third-party providers.
To import timesheets, please ensure the timesheet service is enabled within the Timesheet service page under Payroll Settings. From there you will be able to enable timesheets and configure providers.
Importing Timesheets
To begin the timesheet import process, select Manage Employees > Import Timesheets on your payroll dashboard.
From here you can choose the timesheets source from the dropdown. To import Time Sheets you have created in Quickbooks Online select QuickBooks.
Custom file upload
This timesheet import function allows the import of timesheets from CSV files. The file format is not fixed; most timesheet formats may be imported provided the following requirements are satisfied:
- The file must be in CSV (comma separated) or TSV (tab separated) format
- There may only be one timesheet entry per line
- Each timesheet line requires, at minimum:
- Start/End date/time or Date + Units
- Employee
Select the file to upload.
Once the file has been uploaded, you are able to set the date format of the file.
The next step is to configure the type of data for each column. A preview of the first few lines of each column are shown to assist in the column matching.
Once the columns are mapped, the next step is to actually begin the import. It is possible to replace timesheets uploaded in a previous import (for example, if there were errors in the previous import). NOTE: that if timesheets are included in a pay run, they may not be replaced.
The final option is to determine whether the timesheets are automatically approved or whether they should go through the standard timesheet approval workflow. Click Import to begin the process.
Once the timesheet import process is complete, if there were any errors they will be shown. The file may be re-uploaded or the columns re-configured and the import retried.
If the import is successful, the format of the file may be saved so that it can be re-used at a later date to save having to map the column types each time.
Simply click the 'save the file format' link, give the format a name and click Save timesheet format.
Sample Timesheet Formats
Each of the following sample timesheet import formats assume the following:
- There is an employee with an External ID of MM (Mickey Mouse)
- There is another employee with an External ID of DD (Donald Duck)
- There is a location with an External ID of SYD
- There is another location with an External ID of BRIS
- There is a work type with an External ID of STD
Example 1:
This timesheet format uses date time data in the start/end/break start/break end columns
timesheet-import-format-A.xlsx
Example 2:
This timesheet format uses a date column with separate start time/end time columns
timesheet-import-format-B.xlsx
Example 3:
This timesheet format uses a date column and a units column to represent the hours worked
timesheet-import-format-C.xlsx
All of these timesheets are very simple however they can be expanded upon due to the timesheet importer's flexibility.
Roster
The Roster import option allows timesheets to be created directly from the integrated employee rostering module.
To limit the timesheets that are created there are a number of options to filter the roster records. Filtering can be done using the following options:
- Date Range
- One or more location - This will filter on the location of the roster record.
- Pay Schedule - Filter to employees with a matching default pay schedule
The 'Approve timesheets' option is to determine whether the timesheets are automatically approved or whether they should go through the standard timesheet approval workflow. Click Import to begin the process.
Once the process is complete you will be given the option to import more timesheets or proceed to the timesheet approval section.
Timesheet providers
Deputy
Please refer to this article for information on importing timesheets from Deputy
Kounta
Please refer to this article for more information on importing timesheets from Kounta.
WFS (Roster Live)
Please refer to this article for more information on importing timesheets from WFS (Roster Live)
QuickBooks Time
Please refer to this article for more information on using QuickBooks Time by QuickBooks.