Setting up timesheet autofill and quick fill population methods

This feature is available for timesheets based on the Configurable timesheet format.

You can use timesheet population methods to:

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:

  1. Go to Administration > Timesheets > Timesheet Population Methods.
  2. Click the Name of the population method.
  3. Set the Status to Enabled.
  4. Configure the rule’s parameters, if available, unless you want to use the defaults.
  5. In the Confirmation Message field, choose an option, for example, Overwrite Time Entries.
Make sure the option matches the setting you've configured for the rule's Retain Entries (ON) / Overwrite Entries (OFF) parameter. Options include:
      • Overwrite Time Entries
      • Update Time Entries
      • Add Time Entries

  1. 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:

  1. Go to Administration > Timesheets > Timesheet Templates.
  2. Add or open the template you want to update.
  3. Select a method from the Auto Fill Timesheet With drop-down.

  1. 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:

  1. Go to Administration > Timesheets > Timesheet Templates.
  2. Click the template you want to update.
  3. Scroll down to the Time Entry Quick Fill Options section.
  4. In the Quick Fill Options drop-down, click Selected Timesheet Population Methods.

This opens a Selected Population Methods field.

  1. Click the Add Timesheet Population Methods link and select a population method to display.
  2. Click the link to add more methods. You can add as many as you need.
To remove a population method you just added, click the  icon located to the right of the method.
  1. 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