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- From the menu bar, click Import/Export > Import Timesheets
- From the Format list, select Select the required import format from the Source List.
Ensure that the format of your spreadsheet data adheres to the selected import format. If the format you require is not available, please contact the RSM ESL support team who may be able to create an import format to suit your needs. Please note that configuration of bespoke import formats is chargeable.Copy and paste your spreadsheet data into the form:
- If you are adding data to an existing timesheet, select Add data to existing timesheets - see below.
Note the on-screen warning that this will add data to a timesheet even if the data is duplicated. - Copy and paste your spreadsheet data into the form:
- Click Upload & Validate. You are then given the opportunity to review the imported data.
Any issues are highlighted in red and a textual description of the issue is given in the Error column. See below for common issues. - If you need to change any of the fields that you imported (placement, rate, date, unit and comment), click the cell and amend the entry. If you want to change the placement or worker name, begin typing the placement reference or worker name and InTime will offer auto-completion suggestions. If the imported data does not match the import format, the cell displays the '
undefined' message. You can amend the cells accordingly, or if you decide some of the data should not be imported or can not be corrected on the review page, click Start Again and change or exclude the unwanted data when pasting from your spreadsheet. - Once you are happy with the previewed data, click Submit to import the data and create or update the timesheets.
- A message asks you to confirm that you want to submit the data. Click OK and the import process begins.
A message appears when the import process has been completed successfully.
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