How to do bulk operations in CrewCenter

  • Updated

Overview

Roles: Admin, Supervisor | Interface: Web

This article explains how administrators and supervisors can use bulk actions in CrewCenter to manage multiple records at once, reducing the time needed for repetitive tasks.
 

Available Bulk Actions

  • Adding Time Entries 
  • Deleting Time Entries 
  • Approving Timesheets 
  • Revoking Timesheet Approvals 
  • Assigning Employees to Projects
  • Creating Employees 
  • Creating Projects
  • Importing Cost Codes 
  • Downloading Multiple PDF Reports 
  • Deleting Multiple PDF Reports
  • Exporting timesheet data in bulk

How to add time entry in bulk 

Roles: Admin, Supervisor | Interface: Web

To add the time entry in bulk:

  1. Open Timesheets
  2. Select employees by ticking the box next to their name
  3. Click Add Time Entry
  4. Choose the required day(s) from the calendar in the side panel
  5. Select the project, then enter the clock-in and clock-out times
  6. Click "Report" button to submit

Note: Selection is limited to the current month view; navigating to a different month will clear the selection.

See more: How to add/edit time entries in POST Mode

Step-by-Step Video Guide: How to Add Time Entries in Bulk

For a larger view, please use the button below:

 

How to delete (clear) the time entry in bulk

Roles: Admin, Supervisor | Interface: Web 

As an Admin or Supervisor you have the ability to select an entire week and clear the data for one or more employees, provided that the timesheets have not been locked or approved. 

To perform this action:

  1. Open Timesheets
  2. Select the employee (employees) by ticking the box next to their name
  3. Click "Clear" on the top bar
  4. Tick "Clear time reports" on the pop- up which display and confirm the Clear action

 

If the timesheet was approved already click selected employees and hit "Revoke approval" on the top bar. Then perform the clear option

Note: The bulk-delete confirmation window indicates that only Pending timecards will be deleted. Approved and Locked entries are skipped.

Step-by-Step Video Guide: How to delete (clear) the time entry in bulk

For a larger view, please use the button below:

 

How to approve time in bulk 

Roles: Admin, Supervisor | Interface: Web

  1. Open Timesheets
  2. Select one or more employees
  3. Click Approve

Use this action to approve all selected employee-day combinations.

Note: Approving time in bulk is visible when at least one selected record has the status Pending.

See more: Approving Time Entries and Absences

Step-by-Step Video Guide: How to approve time in bulk 

For a larger view, please use the button below:

 

How to revoke the approval in bulk 

Roles: Admin, Supervisor | Interface: Web 

  1. Open Timesheets
  2. Select one or more employees
  3. Click Revoke approval

Note: Revoking the approval is visible when at least one selected record has the status Approved. 

Step-by-Step Video Guide: How to revoke the approval in bulk 

For a larger view, please use the button below:

 

How to assign employees to project in bulk

Roles: Admin, Supervisor | Interface: Web 

  1. Open the Projects page in the Web application
  2. Click Create to start a new project
  3. Fill in the mandatory fields: Project Name and Project Number
  4. Scroll to the Assigned Employees section
  5. Choose how to assign employees:
    • Option A — Assign all employees: Turn the Assign all employees toggle ON. All employees will be assigned automatically
    • Option B — Assign selected employees only: Turn the toggle OFF. Manually select the employees you want to assign to the project. You can search by name or ID

Note: You can change the employees assigned to a project after the project has been created. To do so, go to Projects, click Edit to open the project details, and scroll to the Assigned Employees section. There, you can update the assigned employees by selecting One, All, or Selected employees.

See more: How to assign employees to projects

Step-by-Step Video Guide: How to assign employees to project in bulk

For a larger view, please use the button below:

 

How to create employees in bulk 

Roles: Admin, Supervisor | Interface: Web 

As admin or supervisor you can download the file template and create employees in bulk. 

  1. Go to Employees > + Create > Import
  2. Click Download File Template and open the downloaded .xls file 
  3. Complete the template and fill required fields: First Name, Last Name
  4. Return to the Import page and click Drag & drop file here, or click here to browse
  5. Select your completed file and click Open
  6. The file is imported automatically, and new employee records are created
  7. A confirmation pop-up displays the number of employees successfully imported

See more: How to import the file template for importing employees

Step-by-Step Video Guide: How to create employees in bulk 

For a larger view, please use the button below:

 

How to create projects in bulk 

Roles: Admin, Supervisor | Interface: Web 

You can create projects in bulk. 

  1. Open the Projects tab on the left side of the Web app
  2. Hover over "+ Create" and click Import

  3. Download the provided template in xls

  4. Fill the template with the following details: Project Name, Project Number and Cost Center ID

  5. Save the file to your local device

  6. Upload the completed template by clicking on the Drag&Drop area and verify the imported projects in the Projects tab

See more: Import Projects via Excel

Step-by-Step Video Guide: How to create projects in bulk

For a larger view, please use the button below:

 

How to import cost codes in bulk 

Roles: Admin | Interface: Web 

You can import multiple cost codes at once by downloading a template, completing the required information, and uploading the file back into CrewCenter.
  1. Go to Cost Codes > + Create > Import
  2. Download the template and complete the required fields: code and name
  3. Upload the completed Excel file on the Import page

See more: Enabling and Managing Cost Codes (Web)

Step-by-Step Video Guide: How to import cost codes in bulk 

For a larger view, please use the button below:

 

How to Download Multiple Daily reports in PDF 

Roles: Admin, Supervisor | Interface: Web 

As a supervisor or administrator, you can download multiple PDF reports at the same time.

  1. Go to Daily Reports tab 
  2. Open the PDF Reports table
  3. Select the reports using the checkboxes
  4. Press download

Note: CrewCenter creates a ZIP file containing all selected PDF reports.

See more: How to manage PDF files

Step-by-Step Video Guide: How to Download Multiple Daily reports in PDF 

For a larger view, please use the button below:

 

How to Delete Multiple Daily reports in PDF 

Roles: Admin | Interface: Web 

As an administrator, you can delete multiple Daily PDF reports at the same time.

  1. Go to Daily Reports tab 
  2. Open the PDF Reports table
  3. Select the reports using the checkboxes
  4. Press delete

See more: How to manage PDF files

Step-by-Step Video Guide: How to Delete Multiple Daily reports in PDF

For a larger view, please use the button below:

 

How to export Timesheet data in bulk

Roles: Admin | Interface: Web 

As an administrator, you can export timesheets in bulk for a single employee, selected employees, or all employees.

To do it follow steps:

  1. Open the Timesheet tab
  2. Click Export
  3. Select the export type and time period
  4. Select the employees whose timesheets you want to export 
  5. Choose how the results should be displayed and which fields to include in the export
  6. Click Export to generate the file

See more: How To Export Timesheets from CrewCenter Web

Step-by-Step Video Guide: How to export Timesheet data in bulk

For a larger view, please use the button below:

 

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