Importing time entries into Timekeeping

Use the import process to load data from a spreadsheet into Timekeeping.

Import format

Download the latest spreadsheet from within the site. See instructions.

Data fields in the spreadsheet

Populate data in the spreadsheet.

Column	Required	Comment
JobShortName	Mandatory	Must match to the short name of an existing job
Job type		If not provided will use the current job's job type. Leave this blank unless you want to import a previous job type's time.
Date	Mandatory	Date of the entry
TimeofDay		Can be provided but not needed
Category 1	Mandatory	Must match a value from the list of first level categories, for job.
Category 2	Preferred	If provided must match a value from the list of first level categories, for job.
Category 3		If provided must match a value from the list of first level categories, for job.
Notes		The narration of the time entry.
Units	Mandatory	The number of decimal hours 0.1 = 6mins
Total	Mandatory	$
UserInitials		If not provided will be set to the "Data Migration" system user account. If provided must match to the user's initials
UserPosition		If not provided will be set to the current position of the user.

Uploading

After completing the spreadsheet, click the "Import" button and select "Upload Import file".


Locate the saved import spreadsheet and click "Open".

The data review step appears.

If you receive a red warning message click here

The data review step

A list of records to be import appears in the import page. If there are any validation warnings for the imported data a message will appear in the "Issues" column.



You may click "Show issues only" to filter the list of imported records to the issues that need to be resolved for the import.

Review time entry

You may click on any record to review the entry. You may resolve any issues and continue with the import process. If there are too many issues, cancel the import and resolve in the spreadsheet and start the import process again.

Import

Once you have resolved any import issues, click the "Import" button to import and create the time entries.

Review created time entries

Once you import data review the data to ensure the data has been correctly imported.