Batches Overview

The BATCH Module allows users to easily create batches, add timecards to a batch, view existing batch statistics and a summary of timecard data contained in each batch.

From the BATCH Module, a user can generate and download a batch export file in .csv format to upload into their payroll system.

To access the BATCH Module in Flow, click on the BATCH tab in the Header.

The BATCH Module in Flow is role-restricted, so only users with the proper permissions are able to access the BATCH Module. 

The BATCH Module contains 2 modes;

1. Create Mode
   This is where a user will create a new batch and define the timecards that will be included in that batch. Create Mode includes a dashboard that reflects the timecard metrics within the Batch Start and Batch End dates using gauge infographics.
   see: Create a Batch

2. Summary Mode
   This is where the user can see a summary of batches, a summary of the timecards within a batch, filter for a specific batch, and access batch actions such as accept, export, or delete a batch.
   see: Working with a Batch