Troubleshooting Time Record Batching Issues
Perform the steps for your batching issue:
· If after
selecting records the [Batch] button is grayed out and cannot be selected, see
“Troubleshooting Grayed Out [Batch] Button.”
· If you do not
see the [Batch] button, see “Troubleshooting Missing [Batch] Button.”
TROUBLESHOOTING GRAYED OUT [BATCH] BUTTON
The [Batch]
button turns green only when Time Records within a Pay Period Type are
selected.
This is a
safety measure to ensure that only records meant to be batched and processed
within the same pay period are selected.
Batching Records
1. From
the Control Center, select the Time Module icon in the upper-left corner of the
screen.
2. In
the Pay Period Type dropdown menu,
select the pay period type of the records you want to batch.
3. In
the Period field, select a single date within the pay period of the
record you want to batch.
4. Select
[Go].
5. In the Time Editor grid, enable the
checkboxes for all the records you want to batch. The [Batch] button color will
change from gray to green allowing you to select it and batch the records.
TROUBLESHOOTING MISSING BATCH BUTTON
If you do not
see the [Batch] button, your license/user role does not have permission to
batch Time Records. Contact a system administrator and ask them to update the
permissions for that license/user role.
Updating User Roles to Allow
Batching
Note: The following steps must be
performed by an admin user.
1. From
the Control Center, go to Settings > Employee.
2. Select
the Employee Record of the employee who needs to be able to batch Time Records.
3. Note the name of the time license/user role assigned to the employee. This is
located to the right of the employee profile picture and identified by clock icon.
4. Next,
go to Settings > User Roles.
5. Select
the Time User Role noted in step 3.
6. In
the Execute column, enable checkbox
for the Batch Records row.
7. Select
[Save].
All employees assigned
to the updated license/user role will now be able to batch records. If the
employees still do not see it, advise them to refresh the Time Editor page.
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