Setting up timesheet autofill and quick fill population methods
You can use timesheet population methods to:
- Auto fill timesheets using a method you select, or
- Choose which quick fill options are available in timesheets
You can set up either or both of these in timesheet templates
Configuring timesheet population methods
There are four basic types of population methods, though you can create as many variations of each as you need.
To configure a timesheet population method:
- Go to Administration > Timesheets > Timesheet Population Methods.
- Click the Name of the population method.
- Set the Status to Enabled.
- Configure the rule’s parameters, if available, unless you want to use the defaults.
- In the Confirmation Message field, choose an option, for example, Overwrite Time Entries.
- Overwrite Time Entries
- Update Time Entries
- Add Time Entries
- Click Save.
You can now update population method settings in timesheet templates.
About timesheet population methods
The following timesheet population methods are available.
|
Method |
This method... |
|---|---|
|
Scheduled Hours |
If you are a shift worker or are assigned an office schedule, fills your timesheet with the hours you are scheduled to work. A rule-level parameter allows you to choose whether any existing entries are overwritten, or are added to. If office schedule users use timesheets that record their start time, you'll need to define a time when the automatic entry starts when setting up the rule. |
|
Previous Timesheet Including Time Data |
Copies the projects, tasks, activities, row-associated custom fields, time entries, and any custom field data from your previous timesheet. A rule-level parameter allows you to choose whether any existing entries are overwritten, or are added to. |
|
Previous Timesheet Excluding Time Data |
Copies the projects, tasks, activities, and row-associated custom fields from your previous timesheet |
|
Allocate Timesheet Hours |
Allocates hours entered against projects, tasks, and activities to their time distribution grid, in chronological order |
Selecting an auto fill method for timesheets
If you select an auto fill method in a timesheet template, each time an employee assigned that template creates a new timesheet, it will be pre-filled with data based on that method.
Enabling auto fill does not limit which options are available when the user clicks Quick Fill With in their timesheet. Configure the quick fill settings if you want to limit which options display.
To assign an auto fill method:
- Go to Administration > Timesheets > Timesheet Templates.
- Add or open the template you want to update.
- Select a method from the Auto Fill Timesheet With drop-down.
- Click Save.
Configuring population methods for the Quick Fill With button
By default, all population methods are available when the user clicks the Quick Fill With button on their timesheets. You can, however, override the default and choose which methods are available, for each timesheet template.
To specify from the available population methods:
- Go to Administration > Timesheets > Timesheet Templates.
- Click the template you want to update.
- Scroll down to the Time Entry Quick Fill Options section.
- In the Quick Fill Options drop-down, click Selected Timesheet Population Methods.
This opens a Selected Population Methods field.
- Click the Add Timesheet Population Methods link and select a population method to display.
- Click the link to add more methods. You can add as many as you need.
icon located to the right of the method.- Click Save.
The new template options will now apply to everyone assigned that template in their User Profile. That is, only the population methods you selected will display when a user assigned that template clicks the Quick Fill With button in their timesheets.
Related links
How Replicon timesheets work
Time tracking setup checklist
Setting up timesheets (video)
Setting up timesheet templates
Deleting and regenerating a timesheet
