Earlier, time off policies were imported into Web TimeSheet through the Web TimeSheet Import Engine in-order to bulk add a common time off policy to multiple users those have a common initial balance, accrual rate and reset. In the later versions of Web TimeSheet, it was possible to mass edit all the users at the same time and then add common time off policies to every user.
  • Log into Web TimeSheet as the administrator.
  • Click the Administration icon at the top menu bar.
  • Select Users from the left pane, under the Users/Departments category.
  • Select the group of users to mass edit the time off policies or select all the users (excluding the administrator who is performing the mass edit) from the List Users section.
  • Click the Edit button at the bottom.
  • Select the Time Off tab.
  • Click Create Policy or Apply Defaults (if you have already defined the policy under the respective time off type in Web TimeSheet).
  • Enter the Effective Date, End Date (Optional), Balance, Accrue, Reset and Advanced (if necessary).
  • Click the Done button, below the policy.
  • Click Save at the bottom.
  • Review the Mass Edit Confirmation window.
  • Click Save on the window.

Refer the Related Items section in this knowledge base article below, to know more about how to change settings for multiple users at the same time in Web TimeSheet.

 

 

 

Related Items:

How to change settings for multiple users at the same time in Web TimeSheet?