Save or delete a timesheet as a template

If you have Payroll Admin access, create a timesheet template based on a timesheet you've already approved. Once saved, use the template to create new timesheets quickly. You can edit and delete the template as needed. 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 and click Continue to save it.

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 and select an employee.
  3. Select a pay period, then click Save.
  4. Click Load Template to choose the template you want to modify.
  5. Make changes to the timesheet.

    Your changes will update the timesheet but not the template.

  6. Click Approve, then click Update Template.

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

  7. 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 and select an employee.
  3. Select a pay period, then click Save.
  4. Click Load Template to choose the template you want to modify.
  5. Click Approve, then click Update Template.
  6. Click Delete this template.

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

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