Workbench Timesheet Sync Overview

Upvise works “offline” allowing users to record data whilst having restricted or no internet access. Data is expected to re-sync once the user connects to the internet and reloads their Upvise device to sync the data to the cloud.


Workbench automatically checks for updates from Upvise every hour via an automated scheduled sync. however it cannot sync data that is still locally stored on the users device that has not yet synced to the cloud. Any entries submitted and successfully synced to the cloud during that time from the users device will then sync to Workbench on the next hourly cycle.


In addition, once per day, a backdated sync runs to capture any transactions that may have been stored locally on a user's device and were not uploaded in time for the regular hourly sync.


Timesheet Sync Pre-Checks

Before investigating missing timesheets, ensure the following conditions are met. Timesheets will not sync in the following cases:


1. Closed Workbench Job
If the related Workbench Job is closed, any associated timesheet lines will not import.


Jobs - Job Details

2. Closed Job Work Centre
Transactions assigned to a closed Work Centre will also be skipped during sync.


Jobs - Job Maintenance - Job Work Centers

3. Timesheet Already Approved in Workbench
If an employee’s timesheet has already been closed and approved in Workbench, new entries from Upvise will not import


Timesheet Admin - Select Timesheet - Check Approval flag is not selected

4. Upvise Sync Disabled on the Job
Ensure the “Upvise Sync” flag is enabled on the Workbench Job.


Jobs - Job Maintenance - Sync to Upvise

5. Timesheet Import Disabled for FinCo
Check that the “Timesheets” import setting is enabled in the FinCo's Upvise Integration Control settings.


Administration - Data transfer - Upvsie Integration 

6. Closed Period
The relevant payroll period may be closed, which will prevent new entries from being imported.

7. Missing Period
If the timesheet date falls in a future period that hasn’t yet been generated in Period End Maintenance, the import will fail.


More info: Period End maintenance


7. User's Default Activity is not valid for the Job in workbench, where no activity was specified on the timesheet in upvise.

Users - Employee details - default activity

Upvise Submission Requirements

Only Upvise forms that are:

  • Submitted

  • Or at the final step in their workflow

…will generate timesheet entries and sync to Workbench.
If the form is still in Draft or mid-workflow, it must be completed and submitted before it will sync.


Manual Re-Sync Instructions

If all the above settings have been checked and the timesheet still hasn't appeared in Workbench, follow these steps to trigger a backdated data  sync:

  1. Go to the Upvise Integration page in Workbench.

  2. Select the relevant FinCo.

  3. Set the Last Updated Date to one day before the form was submitted (e.g. if the diary was submitted on 2nd June, choose 1st June).

  4. Click Save.

  5. Click Export/Import.




Note: This process may take a few minutes to complete. Once it has finished, return to the Integration page and check the Integration Messages section to confirm whether timesheet lines have been successfully created.



You can also verify the entries by reviewing:

  • The individual’s Timesheet Lines

  • The Job Enquiry screen

  • The Plant Enquiry (for maintenance-related timesheets)

  • The Service/Plant Log

  • Or the relevant Daysheet


If the issue persists, please raise a support ticket. 


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