'Employee Payroll Number (17).csv'!$A$1:$B$1657 - Select the entire column of names and payroll numbers to be in the data set of the vlookup.Ģ – the second column of the data set is the data we want to add to our sheet. =VLOOKUP(A2, 'Employee Payroll Number (17).csv'!$A$1:$B$1657,2,FALSE)Ī2 - is the cell which holds the employee name If it is not approved, it is still okay to enter this time in Epifinance but it will need to be monitored for approval.Įpifinance -> Field reports -> Finance reports -> Employee payroll number -> Download CSV If this time is not yet approved reach out to the employee in question and ask them to have their manager approve this time so that it can be entered. May require a manual entry as it falls outside of the Epitec pay cycle being importedĬonfirm the client entry in fieldglass is approved (invoiced = approved) If Sunday date isn’t found in epifinance -> if invoiced by the client then it is okay to enter the different date Search employee timesheet in fieldglass and epifinance If you still see the Sunday end date on the list from previous period it is because of different pay schedules The pull isn’t as precise as we’d like it always)
Use the filter to select all drafts/rejected and delete them plus the bottom footnote (delete off any entries from previous/future weeks in this step. Shows a preview of entered info -> hit run -> Open imported file -> Hit enable editingĭelete top row (usually just a title row) If either option pulls previous/future weeks entries then use the filter tool to sort them to the top and delete them out of the pulled report data in excel.
If no premade reports exist: select ‘create report’ (located under analytics and add the fields below) Upon logging into the desired client account through last pass: Select Analytics -> my reports -> Timesheet Import (or some variation similar to Timesheet Detail, Timesheet Summary) -> actions dropdown -> edit report Time imports (Monday on for fieldglass) - Usually done 1pm WEC: Wisconsin (WEC) Energies – Fieldglassĭelphi Multi Client Login List of Clients Fieldglass Client Login and Credential list for Last Pass
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