Importing Approved Timesheets from the Payroll Portal into Thankyou Payroll

Import an approved timesheet from the Payroll Portal with the press of a button. Here’s how:

Updated: July 2024

Let's see how easy it is to import approved timesheets into Thankyou Payroll for finalising.

Please note: Pressing the Timesheet Import Button replaces the timesheet in Thankyou Payroll with the one approved in the Payroll Portal. Make updates AFTER you have imported the timesheet.  Remember: Import first, update second.

Timesheets can be imported by:

Let's see how to import timesheets within Thankyou Payroll:

1. From the pays dashboard, click on the employee’s name to access their timesheet. If they have default pay week settings loaded in their Employee Profile, you will see their system pre-populated Standard Pay as usual. Note: This is not their approved timesheet from the Payroll Portal.
2. Press the ‘Import Timesheet’ button to bring the timesheet over from the Payroll Portal. Warning: This will replace the current timesheet on the dashboard.
   1. You will see a pop-up telling you that the page will refresh with your imported timesheet. This is what you want, so press “OK”.
      
      
3. You will see the approved timesheet imported on your screen. 
   1. Now you can edit this timesheet as usual. 
   2. You can add pay types, edit leave, regular allowances and deductions as if you have created this timesheet from scratch.
4. Press ‘Update and Save’ to set the timesheet.
   - Important to Note -
   
5. You could see decimal values in the timesheet when you import from the Payroll Portal. This is normal. Do not change this.
   1. The Portal measures time in 60 minutes, while Thankyou Payroll measures time as a percentage (100). The decimals occur with the conversion. This is all done for you and you don’t have to worry about the math.
6. To check that the correct amount is paid, left click in the entry to bring up the Costing screen as usual. Here you will see the dollar value paid for this entry.
7. The same goes for checking leave calculations. Left-click in the leave entry field to bring up the Costing screen. Check that the amount paid is correct.
   
8. Important for leave: Please check that the number of days deducted for the leave is correct.
9. Go to the next employee’s timesheet and repeat.

That's it! Import each employee's timesheet from the Portal is that easy.
Next step: Finalise the pay