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Being able to quickly authorise & export your timesheets is crucial, particularity will a looming payroll deadline. This guide looks at quickly filtering, authorising & reporting on your timesheets, before finally marking your timesheets as exported.

Accessing Timesheets & Creating Filters

To access the timesheets that you are looking to authorise & export data from firstly you would need to filter for the results you require. Follow these steps to obtain your results:

  • Click View Timesheets
  • Click the Filters Button
  • From the options within the filters select the following:
    • Awaiting Authorisation: By Us
    • Exported: No
  • Click Apply

This will list timesheets that have been completed and authorised by candidates and clients.

Authorising Timesheets

  • Select timesheets that require Authorisation, users can click on Select All
  • Select Authorise
  • When you see the box “Are you sure you want to authorise the selected timesheets?” click OK

By doing this the user has now authorised those timesheets for the data to be exported and will no longer be visible on your screen due to the applied filter.

Searching for Authorised Timesheets 

  • Click the Filters button
  • From the options within the filters select the following:
    • Authorised By: select user from dropdown that has authorised
    • Exported: No
  • Click Apply

This will now list the timesheets that have been authorised and are ready for relevant information to be exported.

Running Report to Access Data

  • Click on the local Reports
  • From the list select Summary Information
  • Scroll to the bottom of the screen and choose from the Group By dropdown:

Candidate Timesheet (separate row for each timesheet)

  • Select relevant details that you wish to export by selecting the tick boxes
  • Click on Apply

Your report is now ready to copy and paste into an Excel spreadsheet. In Excel the user can save the spreadsheet as a CSV document.

Tip – When pasting into Excel paste as text to remove any formatting.

Marking as Exported

Once the timesheet information has been pulled from Eploy you will want to mark your timesheets as exported to ensure that they don’t appear in a future payment run.

  • Close the report results and navigate back to the original filtered list
  • Select timesheets that have been exported, users can click on Select All
  • Click on Flag as Exported
  • When you see the box Are you sure you want to flag the selected timesheets as exported? click OK

By doing this the user has now flagged those timesheets as exported and they will no longer be visible on your screen due to the applied filter.

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