1. Configure Timesheet Settings
Navigate to 'My Company'.
Select the 'Config' tab.
Under 'Timesheets', find the 'Import Method' section.
You will see three options:
One-click spreadsheet imports
Manual timesheets
innDex integration
2. Set Import Options
Select 'One-click spreadsheet imports':
Two checkboxes will appear:
Timesheets can only be imported for active assignments. (Assignments with a confirmed status)
Timesheets auto-approved on import. (Timesheets will not have to go through any approval process)
Select the necessary settings for your company.
Click 'Save'.
3. Access Timesheet Import Feature
From the left-hand navigation menu, select 'Timesheets'.
Click on the 'Actions' in the top right corner.
From the drop-down menu select 'Import Timesheets'.
4. Download Import Template
In the bottom right-hand corner, click 'Download template'.
5. Open and Fill Out the Template
Open the downloaded template on your computer.
There will be four sheet tabs:
Instructions (for guidance)
Template (for data entry)
Supplier
Project
Focus on the 'Template' tab and fill in all necessary information as per the instructions.
6. Save and Upload the Filled Template
Save the completed document on your computer.
Return to the platform and select 'Click here to upload'.
Locate the file on your computer and upload it.
7. Review and Complete the Import
After successful upload, click 'Find Assignments' in the bottom right corner.
Review the assignments listed.
Click 'Import' in the bottom right corner to finalise the import.
8. Confirmation of Import
Ensure that the timesheets have been imported successfully.