Refreshing timesheet calculations

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  • Updated 2 months ago
If you use a configurable timesheet, or manage employees who do, you’ve probably seen it.

That refresh button.



You may have wondered, what is it, exactly? What does it do? 

Should I click it?? And if so, when?

Well, here’s the scoop.

Clicking that button will trigger calculation of any script-based rules or contracts that use data from this timesheet. So, it will calculate any relevant pay rules, validation rules, revenue contracts, among other things.

But, calculation of script-based rules almost always happens automatically when you enter timesheet data.

And, if a manager plans to use calculated data and they find one or more timesheets are flagged as out of date, they'll usually trigger recalculation from their Timesheet list page, not from individual timesheets.

So, there’s rarely a reason for anyone to click this button in a timesheet.

However, the button does come in handy in certain scenarios, such as:

  • If you’re making a change to a timesheet before running payroll, and you want to be certain the change is included in payroll calculations, but you don't want to check timesheet statuses again.

  • If you’re an end user entering data, and you’re a bit impatient and want to see your updated payroll numbers or validation messages immediately, without waiting for the automatic calculation to trigger.

So, in conclusion, you may never need to click this button. But, if you get the urge to, click away! It won’t do any harm.
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Paula Tannahill, Technical Writer

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Posted 2 months ago

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