Save or delete a timesheet as a template in payroll

If you have Payroll Admin access, create and manage timesheet templates based on timesheets you've already approved.

Your templates aren't available to other administrators or employees.

Create a timesheet template

  1. In the Payroll menu, select Timesheets.
  2. Click an approved timesheet.
  3. Click Save as Template.
  4. Name the template, then click Continue to save it.

Once you've saved a template, you can use it to quickly enter timesheets. You can also modify or delete the template as necessary.

Update a timesheet template

Update a timesheet template by adding a timesheet and loading a template.

  1. In the Payroll menu, select Timesheets.
  2. Click Add Timesheet.
  3. Select an employee.
  4. Select a pay period.
  5. Click Save.
  6. Click Load Template to choose the template you want to modify.
  7. Make changes to the timesheet.

    Your changes will update the timesheet but not the template.

  8. Click Approve.
  9. Click Update Template.

    Click Update Template to update the current timesheet template based on your changes.

  10. Click Update

Delete a timesheet template

To delete a timesheet template, you first need to add a timesheet and load a template as though you are going to use it.

  1. In the Payroll menu, select Timesheets.
  2. Click Add Timesheet.
  3. Select an employee.
  4. Select a pay period.
  5. Click Save.
  6. Click Load Template to choose the template you want to modify.
  7. Click Approve.
  8. Click Update Template.
  9. Click Delete this template.

    Click Delete Template link in the dialogue box after you've clicked Update template.

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