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.
Related Articles
Batching Time Records
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 ...Creating New Time Records in Time Editor
To create a new time record in the Time Editor, click on TIME in the top left-hand corner, select Time Editor, then click New. A new time record form will be opened. Fill in the following fields: 1. Select the Employee. Select multiple employees to ...Editing Time Records in Time Editor
To edit a time record in the Time Editor, Click on Time, then select Time Editor. The Time Editor will open and will display all records within the set date range. There are a couple of ways to select records. The easiest way is to simply click ...Tags in Time Editor
Identifying Tags in the Time Editor. The Tags in the Time Editor are used to indicate important information about the Time Record, as seen below. You can sort by the various tags using the option below. This will filter the time records to only show ...Time Notes in the Time Editor
Creating Notes To create a Note, Select Time, then Time Editor. Select the record(s) you would like to add a note to and then click Edit Once the record is in edit mode select the Notes tab. All notes that have been added to a time record will appear ...