Mass re-assignment of timesheet period for Workers under specific legal entity

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Posted on by Median

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We have a legal entity which used to run their working week Sunday to Thursday but now they have moved over to Monday to Friday. The Timesheet period type for this legal entity was setup to reflect the Sunday to Thursday working so I need to change this.

After investigating I found I can't edit the existing setup so I made a second period for this legal entity which I intend to start when the periods on the current Period setup ends which gets around the lack of ability to edit the existing period setup.

The issue I have is this period type option is setup per user and there are 60 odd people under this entity so I need a way of mass assigning the new period type to there employee records, is there a way to do this or do I need to access each users record under this entity one by one then change it?

Cheers;

Neil

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GirishS 27,833 Moderator on at

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Hi Median,

You can make use of open in excel option to update worker timesheet period code.

Thanks,

Girish S.

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Median 106 on at

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Hi Girish

Thanks for your response, I'm not sure I follow what you mean, but let me explain what I think you meant and go form there -

Do you mean editing it via the excel option from the list view of under Employees or Workers? If so below is a list of columns I can add to the Employees under this Entity when I go to the Employees or Workers section -

I ordered the above by alphabetical order so I could show the period code isn't a selectable option.

I also tried to view the list of Workers by clicking the "Workers option within the Timesheet period type section, but the list view brought up was ultimately the same column options as above -

Cheers;

Median

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GirishS 27,833 Moderator on at

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I assume that you are talking about assigning period type to the worker. Its available under Worker >> Select any worker >> Project >> Project Setup >> Under Timesheet Group you can see "Period code".

Inside this form on the top right corner there will be office button - You can click on that download the open in excel option >> Sign in with your login inside excel - Add period code for all the workers and click on publish.

Thanks,

Girish S.

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Median 106 on at

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As always thank you Girish.

I assumed if I clicked on the excel edit option once your in the Project Setup part against a user it would just pull through that users information for that section.

Thanks I'm good now :)

Cheers;

Median

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