You can upload timesheet data from a spreadsheet, by copying and pasting the spreadsheet's cells directly into RSM InTime. When When you enter timesheet data using this method, the timesheet will automatically be submitted and follow the approval route that has been set for the placement. You can also import expense items as well.
The standard RSM InTime format is shown below. RSM RSM InTime also has the facility to import timesheet data from 3rd party systems. In order to do this an Import format must be created and configured to suit the data you wish to import. Whilst we have existing formats available, our experience is that these formats can differ. Any amendment and testing work which may be required would be charged on a time fee basis. We therefore recommend sample files are provided for analysis.Additional permissions maybe required for you to access this option. Please contact Support.
You also have the ability to build your own non complex importers.
For complex importers, please send over a sample file to our support team. They will scope this work and advise accordingly.
How do I import my timesheet data from a spreadsheet?
...
- Placement: This should be the reference code for the placement (for example '
JB001'). - Rate: This should be the exact name of the rate, as it appears in the timesheet (for example '
Day Rate'). - Date: The day for which the timesheet data is being entered. The date format is
dd/mm/yyyy(for example '18/05/2015'). - Unit: The number of units that the contractor worked. For example, if the rate is '
Day Rate', you might enter '1' or if the rate is 'Hourly Rate', you might enter '7.5' or'-7.5'. - Comment: Any comment that you want to include for the entry.
Ability to create timesheet & expense importers
Any admin user that has the advanced configuration role, can build and edit non-complex timesheet importers, e.g., importers that do not require a script.
Go to the system configuration cog in the top right hand corner, and within the system section select timesheet import formats. Any timesheet importers that are script based will be greyed out and cannot be selected. Any editable timesheet importers will appear blue and are available to select. Alternatively, you can click on new import format in the top right hand corner.
All fields have a question mark icon providing you with additional help, there are dropdown options for timesheets and expenses.
You will then be able to select or deselect columns. Using the arrows, any columns in the right hand box will be the required data within the import, and any in the left hand box will not be required. You can select multiple columns by holding down the ctrl button on your keyboard when clicking on a chosen column. Once complete, click save.
To use the import, go to import/export menu option and select import timesheets or import expenses, within the source list dropdown you will find all your importers.
We can develop additional timesheet import formats
...