How to Edit Overtime Data in Bulk

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    This video explains how admins can edit multiple overtime records at once using the Bulk Edit Overtime feature in Staffinc Suite. Admins can change the overtime status (for example, from Rejected to Approved or vice versa) and update the overtime duration when necessary. Note that overtime duration changes are only applied when the overtime request status is Approved.

    Step-by-Step Guide:

    1. Login to Staffinc Suite
      Start by logging in to your Staffinc Suite admin account.
    2. Open the Attendance Overview Page
      Navigate to the Attendance Overview page to access overtime and attendance data.
    3. Trigger Bulk Edit Overtime Menu & Export the Template
      • Click on the Bulk Edit Overtime menu.
      • Export the overtime edit template to make your updates offline.
    4. Edit Overtime Data in the Template
      • In the exported file, add the Overtime ID & update the current overtime status (e.g., from Rejected to Approved) as needed.
      • Adjust the Start Time - End Time and Overtime Duration fields.
      • Remember that duration changes will only be reflected if the overtime request is Approved.
      • Once all edits are complete, upload the updated template back into the system.
    5. Upload Results Notification
      After uploading, the upload results (including success or error messages) will be sent to the email address entered in the upload form.
    6. View Updated Overtime Data in Daily Overview
      The updated Start and End Time and Approved Overtime Duration will be displayed on the Daily Overview page once the process is complete.
    7. Check Activity Log
      Go to the Activity Log to review a record of who made the changes and when.

    Key Information:

    • If a Dispute Overtime Request related to the same record is later approved, it will overwrite any manually edited overtime status or duration with the data from the dispute overtime request.
    • Changes to Overtime Duration are only counted when the Overtime Request Status is Approved.

    Using the Bulk Edit Overtime feature, admins can efficiently manage and update multiple overtime records in one go. This tool saves time, maintains data accuracy, and ensures that all approved overtime details are properly reflected in the system for transparent and accurate payroll management.