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How To Bulk Create Timecard Drafts

What this does

This guide explains how to create many timecard drafts at once from the Bulk Create page.

This is useful when the same staff member or group needs a run of similar records across a date range.

Before you start

  • The user must already have access to Timecards.
  • The company must allow your role to use Bulk Create Drafts.
  • Divisions, services, teams, wages, and work day types should already be in place.
  • The page uses From Date *, To Date *, and Include Weekdays, so you should know the date span you want before starting.

Why the Admin App matters here

Bulk create works best when staff structure and wage setup are already correct in the Admin App.

If the upstream structure is incomplete, you may find missing options or end up creating drafts that need extra cleanup before they can be posted.

Steps

  1. Open Timecards.
  2. Go to Drafts.
  3. Click Bulk Create.
  4. Enter Batch Name.
  5. Select the Staff.
  6. Enter From Date * and To Date *.
  7. Choose the weekdays to include under Include Weekdays.
  8. Enter Job Name *.
  9. Add Job Number if needed.
  10. Choose Division, Service, Team, Role, and Work Day Type *.
  11. Enter Hours Worked *.
  12. Add Hours Billed, Bonus, Tips, or Notes if needed.
  13. Click Create Drafts.

Common mistakes

  • Treating bulk create as the right tool for work that should really be automated with recurring schedules.
  • Creating drafts before the staff member has the right team, service, or wage structure behind them.
  • Using a date range without checking the weekday selection.
  • Assuming drafts are final posted timecards.

What to do next

After the drafts are created, open Drafts to review, post, approve, or delete them.

If this pattern happens on a repeat schedule, move to the Auto Create workflow.

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