How to use the Batch Workflow Actions?
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Batch Workflow Actions
Timesheets can be processed individually or in batch via the Batch Workflow Actions button.
For each individual timesheet, you may select the specific Workflow Actions of:
- Move Forward
- Move Backward
- Post Record
OR you may wish to minimize data entry by selecting a specific Workflow Action for a batch of Timesheets. These actions above can also be performed in Batch – enabling the approval and/or posting of a batch of timesheets (by Company, Schedule, Shift etc.) by clicking the Batch Workflow Actions button.
Step 1. Review Timesheets for Batch Action
Batch Operations are performed on Timesheets that are currently displayed on the grid. Select the number of timesheets you wish to display from the drop-down list shown above.
Review the Timesheets for the Batch Action. If there are any timesheets to be omitted from the batch option you are about to select, then check the box on the respective timesheets as shown above.
Step 2. Select the Batch Actions to be Performed
Action: Select one action from the drop-down list to move the Timesheets in the workflow process either Forward, Backward or Posted/Approved.
Exclude Selected: check YES and the box/es next to the record/s that you wish to omit from the Batch operation.
Click Submit Batch Operation.
Step 3. View the Message to Confirm the Batch Action was Successful
Step 4. Refresh Screen to See Batch Records No Longer Visible
Note: Only the record that was selected to be excluded from the batch posting is still visible on the screen.
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