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Convert and Move Timesheets Using Convert Type

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Written by Andy Temple
Updated over 3 weeks ago

Overview

A Convert Type field is available in the Payroll Convert Future Timesheets and Move Employee Timesheets functions for the US and Canadian regions only. This field allows checks/time cards/overrides to remain under the original group and to move groups to a target period.

Convert Future Timesheets

The Convert Future Timesheets function has a Convert Type field on its selection screen, as shown in Convert Type Field. The two options in this field are: Convert into Single Input Group and Retain Input Groups. Conversion of input groups does not work if you are only moving a portion of the time cards; instead, all checks under a group must be converted.

Convert Type Field

A more detailed explanation of each option on the Convert Type field is given below.

Convert into Single Input Group

When you select Convert into Single Input Group (Convert Future Timesheets Screen (Convert into Single Input Group) from the Convert Type field, the Convert Future Timesheets function works as before.

Convert Future Timesheets Screen (Convert into Single Input Group)

Retain Input Groups

When you select Retain Input Groups Convert Future Timesheets Screen (Retain Input Groups) from the Convert Type field, Convert Future Timesheets keeps the checks/timecards/overrides under the original group and moves groups to the target period. The standard Employee selection tab and the Convert to Group, Group Description, and From/To/Matches Timesheet Input Group Merge Code fields are hidden.

Convert Future Timesheets Screen (Retain Input Groups)

Move Employee Timesheets

The Move Employee Timesheets function has a Move Type field on its selection screen, as shown in Move Type Field. The two options in this field are: Convert into Single Input Group and Retain Input Groups. Conversion of input groups does not work if you are only moving a portion of the time cards; instead, all checks under a group must be converted.

Move Type Field

A more detailed explanation of each option on the Move Type field is given below.

Convert into Single Input Group

When you select Convert into Single Input Group Move Employee Timesheets Screen (Convert into Single Input Group) from the Convert Type field, the Move Employee Timesheets function works as before.

Move Employee Timesheets Screen (Convert into Single Input Group)

Retain Input Groups

When you select Retain Input Groups Move Employee Timesheets Screen (Retain Input Groups) from the Convert Type field, Move Employee Timesheets keeps the checks/timecards/overrides under the original group and moves groups to the target period. The standard Employee selection tab and the Convert to Group, Group Description, and From/To/Matches Timesheet Input Group Merge Code fields are hidden.

Move Employee Timesheets Screen (Retain Input Groups)

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