A Batch in Clarity365 can refer to a store/site/office as defined by the Owner. Creating a Batch will allow an Owner, Process Administrator or Batch Administrator to add employees as necessary without creating an individual user in Clarity365. Timesheet entry will be handled by the Owner, Process Administrator or Batch Administrator for the whole Batch.
You can assign any user as the Manager of an individual batch. If the user has not been set up in BMO, they will have access to the Batch Entry tab, but will only be able to access the areas they have been assigned.
User permissions required: Owner, Process Administrator or Batch Administrators
Adding a New Batch:
- Go to Main Navigation > Batch Entry
- Click the New Batch tab
- Select a User from the drop-down bar. You can add additional managers by clicking the person icon to the right of the drop-down bar
- Enter a name for the new batch and a description of what the batch is
- Select whether the batch will be authorised internally by the Owner, Process Administrator or Batch Administrator or externally by a customer
- Click Assign Extra Employees
- Click the green plus icon to the right of the user(s) you wish to add
- Click Assign
- Click Save Batch
Please note, external approval will enable an Owner, Process Administrator or Batch Administrator to send the timesheets to a customer in Clarity365 via email. The email will include a secure link to an approval page that your customer will be able to use. Your customer can select/deselect any items they do not wish to approve. Clarity365 will automatically update the status of the items as they are approved.