The Console allows you to bulk edit data or import it directly from spreadsheets. You can manage Users, Punches, Time Cards, Shift Schedules, Clock Logs, Jobs, Cost Codes, and Job Phases this way.

Bulk Edit Users

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.

Step 2: Click the ‘Bulk Select’ button above.

Step 3: Click the downward arrow next to the "Bulk Action" button.

You can select individual Users by checking their boxes, or select all by clicking the top checkbox in the header row. By default, only the first 50 Users are shown. If you have more than 50 Users, click the 'More results' button below the list until all Users are loaded.

Once you’ve selected the Users to edit, click the drop-down arrow on the right side of the yellow Bulk Action button. A menu will appear with the available edit options.

You can learn more about User Bulk Action in this help article.

Bulk Edit Jobs

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Costing’.

Step 2: Click the ‘Jobs’ tab.

Step 3: Click the ‘Bulk Select’ button above.

Step 4: Click the downward arrow next to the "Bulk Action" button.

1.Activate  - This bulk action tool allows you to reactivate several jobs simultaneously.

2. Deactivate - Allows you to deactivate multiple jobs at the same time, saving you the effort of updating it individually.

3. Set Cost Code Mode - Lets you assign or update cost codes.

4. Set Departments - This feature lets you assign the department for multiple jobs simultaneously.

5. Set Device Org Units - Allows you to assign a device to a specific org unit.

6. Set Geo Fences - Easily assign location-based boundaries to multiple jobs at once, helping ensure accurate job tracking and attendance based on their work locations.

7. Set Job Phase Mode - Lets you assign or adjust job phases for time entries, ensuring accurate tracking of work progress

8. Set Labels - Lets you apply or update labels on records, making it easier to organize, filter, and report on your data.

Bulk Edit Punches

Step 1: Go to the Fareclock Admin Console and go to Manage. Under ‘Manage’ find and click ‘Raw Punches’.

Step 2: Click the ‘Bulk Select’ button above.

Step 3: Click the downward arrow next to the "Bulk Action" button.

1.Set IN Time - Lets you adjust the clock-in time for a user’s punch, ensuring accurate attendance records.

2. Set OUT Time - Allows you adjust the clock-out time for a user’s punch

3. Set IN Org Unit - Lets you assign or change the organizational unit linked to a punch in.

4. Set OUT Org Unit - Allows you to assign or change the organizational unit linked to a punch out.

5. Attach to Shift - If you’ve recently enabled Shift Scheduling mode or have Punches that were Out-Of-Shift, you can use this option to link those Punches to a Shift.

6. Set Shift Class - Lets you assign or update a shift class for punches.

7. Distribute Costing - This advanced feature lets you edit job costing allocations for punches. For example, if all workers clocked into a single job, you can later divide that time across multiple job phases by hours or by percentage.

8. Set Punch State - Allows you to change the status of a punch.

9. Skip Breaks - If your shift classes include required breaks, there may be cases where workers are allowed to skip them. This option lets you prevent the system from automatically removing those breaks. It’s also available for Time Cards, but you may prefer editing by Punch to filter by Job.

Bulk Edit Time Cards

Step 1: Go to the Fareclock Admin Console and go to Manage. Under ‘Manage’ find and click the ‘Time Cards’.

Step 2: Click the ‘Bulk Edit’ tab.

Step 3: Click the ‘Bulk Select’ button above.

Step 4: Click the downward arrow next to the "Bulk Action" button.

1.Extend Shift - If workers have shifts that start earlier or end later than usual, you can extend their shifts to ensure they are paid for all hours worked. The screenshot below shows an example of extending a shift by one hour.

2. Recalculate Shift - If you update Shift Class settings, the changes will not automatically apply to existing Punches and Time Cards. Use this Bulk Edit option to apply the updated settings to those records.

3. Set Shift Class - Update the Shift Class assigned to existing Time Cards.

4. Skip Breaks - If your shift classes include required breaks, there may be days when workers are allowed to skip them. This edit option lets you prevent the system from automatically removing the break. The option is also available for Time Cards. If you only want to skip breaks for specific jobs, it is better to edit the Punches instead, since a Job filter is available there.

Bulk Import Users

You can bulk import Users, Jobs, Punches, and Shift Schedules directly from a spreadsheet.

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Users’.

Step 2: Click the downward arrow next to the "Add User" button.

Step 3: Click ‘Import from Spreadsheet’.

An import wizard will open, prompting you to upload a spreadsheet file. You can also download a sample template to help you format your Users, though using it is optional. The wizard allows you to flexibly match your spreadsheet columns to the correct fields in Fareclock.

If you prefer, you can also enter your Users directly into a grid within the wizard.

For more details on bulk importing Users, see this help article.

Bulk Import Jobs

Step 1: Go to the Fareclock Admin Console and go to Settings. Under ‘Settings’ find and click ‘Costing’.

Step 2: Click the ‘Jobs’ tab.

Step 3: Click the downward arrow next to the "Add Job" button.

Step 4: Click ‘Import from Spreadsheet’.

The Job import wizard includes a special feature in the Review step called 'Live Job List.' This option allows you to import only your currently active jobs. Existing jobs in Fareclock will remain, inactive jobs will be reactivated, new jobs will be added, and any active jobs not included in the spreadsheet will be deactivated.

Bulk Import Punches

Step 1: Go to the Fareclock Admin Console and go to Manage. Under ‘Manage’ find and click ‘Raw Punches’.

Step 2: Click the downward arrow next to the "Add Punch" button.

Step 3: Click ‘Import from Spreadsheet’.

Bulk Import Shift Schedules

Step 1: Go to the Fareclock Admin Console and go to Manage. Under ‘Manage’ find and click the ‘Schedule’.

Step 2: Click the ‘Tools’ button.

Step 3: Then, click ‘Import from Spreadsheet’.

By default, imported shifts are added alongside any existing shifts for those workers on the same days. However, on the Review screen, you can choose the "Replace existing shifts" option. When selected, this will automatically replace any existing single or recurring shifts on the same days as the imported shifts, without affecting other days.