Correcting timesheets in bulk

Workers and suppliers can initiate corrections in the Talent Experience and Supplier Network apps respectively. However, as a program office user, you might want to correct multiple timesheet records in the Beeline Professional app in a single action, eliminating the need to edit entries individually.

You can correct multiple timesheets using the Import Data tool. Download and use the Timesheet Correction CSV template to make multiple edits and then import the file to apply changes. After the import process successfully completes, you can view the updated timesheets in the Timesheets tab of the Time & Expenses hub.

Before you begin

  • You must have program office user access to Professional and permissions to correct timesheets.

Steps

To correct timesheet records in bulk, complete these steps from any supported browser.

  1. Log in to Professional.

  2. On your Home page, in the Quick Actions widget, click Import Data.

  3. In the Import Data window, select Timesheet from the Data Type list.

  4. From the Templates list, select and download TIMESHEET_Correction_Upload_Template.csv.

  5. Open the template and enter one row per timesheet that you want to correct.

  6. Complete the required fields, including:

    • Action

      Determines how the Import Data tool processes each record:

      • Replace: Updates an existing allocation with the provided values. Blank cells remove existing values. Requires allocationReferenceId.

      • Add:

        • Creates a new allocation on an existing timesheet when allocationReferenceId is provided.

        • Creates a new timesheet when allocationReferenceId is blank.

      • Delete: Sets an existing allocation to 0 hours or units while retaining cost center, time code, and financial references. Requires allocationReferenceId.

    • Desired Status

      Determines how the timesheet is processed after import:

      • PENDING: Submits the timesheet for approval.

      • APPROVED: Automatically approves the timesheet.

  7. Save the updated template.

  8. Return to the Import Data window in Professional.

  9. In the Note field, enter a description of your import to help you find it faster in the import monitoring logs.

  10. Select Continue and upload the updated file.

  11. Follow the instructions on the page to confirm the column headers row and mapping of the fields.

  12. Optional: To review any potential errors, turn on the Only show rows with problems toggle in the review section. If errors exist, you can hover over each error to view advice on resolving it.

  13. After you resolve the errors, select Import Data.

  14. Optional: You can verify your changes by reviewing the details of any timesheets you have modified. Select Time & Expenses from the left navigation and then, select the Timesheets tab.

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