Through the meticulous input of time and attendance data, you will assess the system's responsiveness, providing seamless calculations, deductions, and overall accuracy. This process not only prepares you for parallel testing but also establishes a robust foundation for ‌smooth transitions to live payroll operations.

Instructions

Add Manual Timesheets

1. Log into your Employment Hero Payroll platform.
2. Navigate to Business > Timesheets > Create Timesheets.
3. The controls will automatically generate a default period according to the employee's pay schedule and their inclusion in pay runs. For instance:
   • Upon accessing the 'create timesheets' screen, the date range will initially default to the ongoing work week/period, encompassing the current week that coincides with 'today.'
   • Upon selecting an employee, the date range will adapt to the pay schedule of their last included pay run (excluding pay runs where timesheets were only used for exceptions), with the period's end date aligning with that pay run.
4. Choose your employee from the dropdown menu to access the timesheet grid. If you attempt to input data for dates before an employee's start date, the platform will generate a warning on the timesheet line and prevent data input for those dates.
5. Choose the appropriate work type for the employee (custom and award work types are categorised separately). If a specific Work Type is not defined, the recorded hours will automatically be allocated to the default pay category for the employee during the import into a pay run.
6. Specify the start and end times for the shift. When entering these times, a simple entry like "9a" will be recognised as 9:00 am. Similarly, "530p" will be identified as 5:30 pm.
7. Include break start and stop times if applicable to the employee's schedule.
   • (Indicate which breaks are paid and which are unpaid.)
8. Select from the predetermined list of locations assigned to the employee.

9. To clear a timesheet line, click the red 'x' icon on the line's right side.
10. Complete only the relevant rows.
11. After making all necessary modifications, click on the drop-down next to save and select Save and approve.

Advanced Editing

Certain supplementary timesheet particulars cannot be entered through the timesheet grid; instead, they are to be input via the timesheet editor. These particulars encompass:

• Timesheet Notes: Additional notes pertinent to the timesheet.
• Additional Breaks: For instances requiring multiple breaks.
• Higher Classification: Pertaining to employees on an employment agreement who undertake elevated responsibilities for a specific duration.

Should any of these require inclusion, access the timesheet editor by clicking the 'pencil' icon located on the right-hand side of the grid. Click Apply.

Actions Menu

1. Log into your Employment Hero Payroll platform.
2. Navigate to Business > Timesheets > Create Timesheets.
3. Click on the Actions button to reveal these options:
   • Add Another Timesheet Line: When an employee completes multiple shifts on a single day, this action facilitates the addition of another line for that specific day.
   • Add Standard Hours: This is visible if an employee has predefined standard working hours configured through their Employee profile Pay Run Defaults page.
   • Copy Timesheets from Last Week: This feature pre-fills the current timesheets with data from the previous period, allowing adjustments before saving. Availability is contingent upon timesheets being populated in the preceding week.
   • Clear Timesheets: Use this to reset all timesheets. Note that approved, processed, or rejected timesheets are non-editable and can't be cleared.
   • Revert Changes: Reload timesheets for the current period, discarding unsaved changes.
   • Enter Hours Instead of Start/Stop Times: Timesheets often require specific start and stop times, but some instances might call for recording only the total hours worked. This option, available if enabled in Business Settings, lets you input hours directly.

Timesheet Import

Use the Custom File Upload feature for importing timesheets from CSV files:

1. Log into your Employment Hero Payroll platform.
2. Navigate to Business > Timesheets > Import Timesheets.
3. Select Custom file upload from the dropdown menu.
4. Click on Select file.
   • Upload the File: Begin by selecting the file you wish to upload for timesheet import. Click the button to browse your computer and locate the file to upload.
   • Set Date Format: After uploading the file, you have the option to set the date format of the file. Both US and Australian date formats are supported, providing compatibility with your data.
   • Configure Column Data: Proceed to configure the type of data for each column in the file. A preview of the initial few lines of each column is provided to aid you in matching the data correctly. You‌ will find a description of all available column types to help in the column matching process.
   • Map Columns: Once you‌ have gained an understanding of the available column types, map each column to its respective data type. This mapping provides accurate interpretation of the data during import.
   • Initiate Import: With columns mapped, you are ready to start import. Notably, you can replace timesheets from a previous import if needed, offering flexibility in case of any past errors. However, timesheets included in a pay run cannot be replaced.
   • Select Approval Workflow: You can now decide whether the imported timesheets should be automatically approved or undergo the standard timesheet approval process. Make your selection and click Import.
   • Review and Rectify Errors: After the import process completes, any errors that occurred will be displayed. If errors arise, you have the option to re-upload the file or reconfigure the column settings before retrying the import.
   • Save Format for Future Use: In case of a successful import, you can save the format of the file for future use. This eliminates the need to map column types each time. Simply click the "save the file format" link, provide a name for the format, and click "Save timesheet format."