Batching Time Records
Batching Time
First, go to
the Time Editor and select a pay period. To select a pay period:
1. Select
the Pay Period Type dropdown menu.
2. Select
the pay period for which you want to batch records.
3. Select
the [Go] button to display the records in that pay period.
Select the records you would like to batch:
1. To
select individual records, enable the checkbox to the left of the record. To
select all records across all pages within the set date range and pay period,
click “Select All” in the lower-right corner of the Time Editor.
2. After
selecting the desired records, select the [Batch] button in the lower-left
corner of the Time Editor.
Note: If this
button is grayed out, that means you need to select a pay period.
The batch
confirmation window opens. This tells you the number of records being batched
and the number of records excluded. Select [Batch] to batch the records.
The Time
Editor has two tabs to view batches: “Batched” and “Batched per Employee.”
The “Batched”
tab shows each individual batch. In the example below, the employee Ryan De
Boss is part of two batches. One row is shown for each batch.
The “Batched
per Employee” tab shows each batch grouped by employee. In the example below,
the employee Ryan De Boss is part of two batches. These batches are
consolidated into one row for the employee.
This tab is
also where you can process and close your records. These
buttons are grayed out if no records are selected.
After you have
reviewed all the records and are ready to send them to your Accounting or CSV, select
the record(s) you want to send and select [Process]. Processing applies
all your overtime and shift rules (i.e. lunch breaks if you use the auto-lunch),
including holiday, sick, and vacation time. After a batch has been processed, a
gears icon appears next to the batch ID.
After processing,
select [Close] to complete the batching process. Closing
puts records into an uneditable state and ready to be sent to your Accounting
or CSV. After a batch has been closed, a check mark icon appears next to the
batch ID.
Editing Batched Records
To edit
batched records:
1. Expand
the batch by clicking on the arrow before the batch ID.
2. Select
the record you want to edit.
Note:
Time Records cannot be edited if there is a checkmark next to the record
indicating that it has been closed.
1. The
selected record appears below the Batched table. Make any edits necessary.
2. Select [Save] to
apply the changes or [Cancel] to discard them.
Reversing Batched Records
To reverse
batches:
1. Go
to the “Batched” tab.
2. Select
the desired batches and then select [Reverse Batch].
Note:
Time Records that have been closed are able to be reversed and reopened.
3. In
the Reverse Batch window, select [Reverse] to confirm that you would like to
reverse the batch.
After a
batch is reversed, it moved back to the “Open” tab.
Note:
Edits made to batched records will be lost when a batch is
reversed.
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