Bulk Enter Timecard Entries on a Timesheet

Background

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

Things to Consider

  • 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.

  • To be added to a Timesheet, users must have the following settings:

    • The person must be added to a the Directory and a 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.

  • Resource Planning

    • 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

  • 'Approved' timecard entries cannot be deleted.

  • 'Completed' timecard entries:

    • Can only be marked as 'Completed' in the Company level Timesheets tool.

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

Steps

  1. Navigate to the project's Timesheets tool.

  2. Click Create and select New Daily Timesheet.
    create-timesheet.png

  3. Mark the checkboxes next to the employees and crew members you want to bulk enter time for.add-employees-to-timesheet.png

  4. Click Add.

  5. Mark the checkboxes next to the employees you would like to enter the same time information for.
    select-multiple-employees-on-timesheet.png

  6. Click the Bulk Time Entry button.
    bulk-enter-time.png

  7. Enter the time entry information.
    timesheets-bulk-entry-fields.png

  8. Mark the checkboxes of the timecard entries that you want to update with that information.

  9. Click any the editable fields on the timesheet to update the information.

  10. In the 'Bulk Entry' section, click Apply.

  11. Repeat steps 6-10 to make additional bulk updates to the timecards.