Bulk Enter Timecard Entries on a Timesheet

Bulk Time Entry lets you quickly add the same information to all employee timecards on a single timesheet.

• Permissions d’utilisateur requises

• Employees and workers can have multiple timecard entries on a daily timesheet.

• Zero hour timecard entries are supported to provide flexibility to enter time off and per diem.

• 'Approved' timecard entries cannot be deleted.

• Additional edits cannot be made after a timecard entry has been marked as 'Completed.'

• Company Timesheets Administrators can limit the cost codes and types that appear the selectors when creating timecard entries. See Configure Advanced Settings: Company Level Timesheets.

• Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

• Equipment. Show/Hide Details

  To sync Equipment Timesheets with Daily Log entries, the following must be true:

  • The configurable fieldset for Daily Log Equipment Entries must match the Equipment fieldset for Timesheets.

  • The Daily Log must be open and not marked as 'Complete'.

  • Users must have permissions to create a timecard entry.

  • Users must have permissions to create an equipment Daily Log entry.

• Resource Planning. Show/Hide Details

  • Users under the 'Assigned to Project' sub header have corresponding assignments in the Resource Planning tool. Their start and stop times are automatically filled in based on their assignment in Resource Planning.

  • Users must be added to the project in Procore for their Resource Planning assignment hours to automatically populate in Timesheets. See Add an Existing User to Projects in Your Company's Procore Account.

• Requirements to be added to a Timesheet. Show/Hide Details

  • The person must be added to a the Directory and marked as an employee of your company.

  • Employees who are only entered in the Company Directory can be selected if the 'Employee Tracking on Projects' setting is enabled.
    Note: With the setting enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

1. Navigate to the project's Timesheets tool.

2. Click Create and select one of the following:
   

   • New Daily Timesheet to create a blank timesheet.

     1. Click All Employees, Equipment, or select a Crew.

     2. Mark the checkbox(es) for the people or equipment you want to create a timesheet for.

     3. Click Add.

   • From Previous Timesheet to copy the last timesheet that you created.

   • Copy From Any Date to copy any previous timesheet that you have access to. Select the timesheet to copy and click Copy Timesheet.
     Note: By default, Procore displays the date with the most recent timesheet.

3. Optional: Click the Add Resources button to to add additional employees.

4. Mark the checkboxes next to the resources you would like to enter the same time information for.

5. Click Bulk Time Entry.
   

6. Locate the 'Bulk Time Entry' section.

   Enter the timesheet information. Show/Hide Fields

    Notes

   Project Timesheets Administrators configure how time is collected for each project. Additionally, each some fields can be configured as required, optional, or hidden.

   • Classification: The resource classification.

   • Codes

     • Task Code: A combination of Cost Codes and Sub Jobs. See Enable Task Codes.
       Tip: Administrators can limit the task code selections that appear in this list. See Configure Advanced Settings: Company Level Timesheets.

     • Cost Code: The cost code associated with the time entry.
       Tip: Administrators can limit the cost code selections that appear in this list. See Configure Advanced Settings: Company Level Timesheets.

     • Sub Job: Select from the drop-down menu the sub job associated with the time entry.

   • Location: The location where the work was performed.

   • Time

     • Total Time: The total time worked for the day.

     • Start Time: The time the resource started working.

     • Stop Time: The time the resource stopped working.
       Note: You will only see the Start and Stop fields if you have configured your settings to show these fields. See Configure Advanced Settings: Project Level Timesheets.

     • Lunch Time: The amount of time taken for a lunch break.
       Notes:

       • The amount of time selected will be subtracted from the Total Time.

       • This field will only be available if Start Time and Stop Time is enabled.

     • Time Type: Select the type of pay being entered.

       • Regular Time

       • Double Time

       • Exempt

       • Holiday

       • Overtime

       • PTO

       • Salary

       • Vacation

   • Billable: Select to indicate whether or not the entry is billable.

   • Time Type Rules. Mark the checkbox to automatically enforce overtime rules.

   • Description: Additional comments that will show in the timecard entry.

7. In the 'Bulk Time Entry' section, click Apply.

8. Repeat steps 3-6 to make additional bulk updates to the timecards.

9. Submit the Timesheet.

   1. If available, click Update and Add Quantities if you would like to add quantities to your timesheet.

   2. Click Submit.