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Using Excel TimeTrack Client involves the following steps:

• Step 1: Downloading lookup values from the host TimeTrack system
• Step 2: Entering transaction information
• Step 3: Validating transaction information
• Step 4: Submitting transactions to the host TimeTrack system
• Step 5: Starting over by clearing lookup data and imported transactions from the spreadsheet

Step 1:  Download lookup data from the host system
The first step is to download lookup values from the host system, for example, pay codes, employee IDs, and so on. This ensures that you have the most up-to-date data (for example, a new batch that may have been created) to select from when entering your payroll transactions.
Note: Transactions cannot be validated or submitted until you have downloaded lookup data to the spreadsheet. You cannot enter values that do not already exist in the lookup data from the host TimeTrack system.
To avoid selecting old information, for example, batches that were posted the previous week and are no longer available, you should refresh lookup data every time you begin entering a new round of transactions.

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Note: Only "active" jobs and cost codes are pulled down from the host system.
Step 2:  Enter transaction information
You are now ready to begin entering payroll transactions in the Excel TimeTrack Client spreadsheet. If you are not familiar with entering data into an Excel spreadsheet, see the tips below.

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1. When you are finished entering transactions, save your spreadsheet.

Step 3:  Validate transaction information
Before you submit your transactions, you can check the information you have entered against any validations that exist locally.
Your transactions are fully validated after they are submitted to the Web service, but some local validations can be performed before submitting. It is important that you have the most recent lookup information stored locally to accurately validate your transactions.

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1. Edit any fields that contain errors. Hovering the mouse over a field will display the error that needs to be corrected.
2. Once your errors have been corrected, you can check your changes by again choosing Local Validations. Repeat the process until your spreadsheet contains no errors.
3. If you want to clear the spreadsheet, choose Clear Validations.

Step 4:  Submit transactions to the host TimeTrack system
The next step is to submit (copy) the transactions from your spreadsheet into the host TimeTrack system.
Note: We highly recommend that you choose to submit once a week. If you submit multiple times with the same transactions, multiple transactions will be created in TimeTrack.

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Note: Do not clear transactions from the spreadsheet until after they have been successfully submitted to the TimeTrack host.
Step 5:  Clear transactions and lookup data from the SignatureTimeSheetImport worksheet
After transactions from the previous week or batch have been created and successfully imported into the host TimeTrack system, you can clear the transaction data from the spreadsheet and start over with the next week's transactions.

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