Field Point Guide

In this guide you will complete the following 5 steps:

1. Create Categories.
2. Download Field Point Sample file.
3. Add data into the file.
4. Save As csv.
5. Import Data from Field Point file
1. Create Categories.
   1. If Categories are not already created, create form Settings >> TIME SHEET >> Categories
   2. Create Categories in same sequence as in csv file columns F, G and H like (Location, Class and Department).
   
2. Download Field Point Sample file.
   1. Go to Add-Ons >> Field Point
   2. Download the Sample file.
   
3. Add data in to the file
   1. Open the downloaded file.
   2. Enter data into the file and Save As to csv.
4. Import Data from Field Point file
   1. Load Field Point from Add-Ons >> Field Point
   2. Select Pay Period type (in case of multiple pay period types in company).
   3. Select Time Sheet Format as Hours Worked or Time In Time Out format.
   4. Select Field Point csv file.
   5. Available date range for Timesheet data import is given.
   6. Timesheet will be imported for current open pay period only.
   7. Press Import Data button to import timesheets from Field Point file.
   8. Status message will be displayed for Timesheet imports.
   9. All Hours from Field Point will be imported as Regular Hours.
   10. You can check the imported timesheet data in Payroll page and Timesheet page.