New Feature – Bulk Edit Timesheets!
Editing timesheets can be both a painstaking and time-consuming process that stifles manager productivity.
With our bulk editing of timesheets feature that automatically and intelligently prevents editing errors to occur, managers can now manage employee time records more efficiently, boost timesheet accuracy with newfound confidence and ease, and reclaim precious time previously lost to administration.
Previously only available for early access test customers - and thank you for those early users who jumped at the chance to test this new handy feature! - Bulk Edit Timesheets is now available for all our customers.
Let’s dive in...
🔥 What’s New?
The Bulk Edit Timesheets feature allows users to select multiple timesheets simultaneously for editing. Additionally, to ensure only the right people have access to this powerful functionality, a new permission has been introduced, limiting visibility of the bulk edit function where required.
Bulk Edit Timesheets introduces several key advancements, including the ability to adjust shared values across selected timesheets through dropdown menus. These drop-downs dynamically adjust available options based on changes to related fields, such as location affecting departments and roles, ensuring consistency and accuracy in updates.
Furthermore, a unique "[Mixed Values]" option has been integrated to handle timesheets with varying data, allowing for unified updates or reversions to previous states.
Additionally, the system now supports bulk updates to comments and incorporates a visual indicator for mixed values in locked or paid checkboxes, enhancing user control over timesheet modifications.
Users are also safeguarded against timesheet editing mistakes, with automatic editing error prevention that limits various timesheets being eligible for bulk editing. For example, records such as no shows, active timesheets, and locked timesheets fall under specific conditions for selection and editing.
Finally, and as an additional point regarding safeguarding against timesheet inaccuracies, Bulk editing timesheets also features timesheet data validation, with in-built automated checks and balances. This ensures only valid options are presented for selection. For example, the Locations dropdown will only display locations assigned to every one of the employees selected, to prevent assigning a location to an timesheet that makes it invalid.
⭐️ Why it matters
These new capabilities all combine to significantly reduce administrative workload and error rates when managing timesheets.
By enabling selections for bulk actions, including locking timesheets and updating fields with shared or mixed values, managers can ensure uniformity and compliance across multiple records with minimal effort.
However, the feature also introduces specific limitations, such as restrictions on editing timesheets with certain conditions (e.g., locked without deselecting the lock checkbox) and error prevention mechanisms that halt changes if discrepancies are found, like scheduling conflicts.
These new developments not only enhance timesheet efficiency and usability, but they also further improve both timesheet accuracy and reliability of workforce management processes.
🏁 Getting Started
Getting started with Bulk Edit Timesheets is only a few clicks away.
Simply follow our step-by-step guide in this Help article.