The drop-down lists in the Batch Entry window are populated with information entered in various records in Sage 50 HR. The following table shows the drop-down lists used in Batch Entry windows and the sources of the list values:

* Required fields.

1. From the navigation bar, click the required software area, for example Training, then from the Tasks pane, click Batch Entry.
2. To determine how the first and second columns appear, select a data entry method of either Employee Name or Works Number.
   
   Note: To enter by Works Number, all required employees must have a Works Number defined within the Employment tab of their employee record.
   

   The columns appear in the selected order. For example, if you select Works Number, the first column shows the works number and the second column shows the employee name. Whichever you then choose from the drop-down lists automatically updates the other.

3. From the first column drop-down list, choose the required employee or works number then in the rest of the cells, enter the remaining details then press TAB.
   
   

   Tip: The details entered in Batch Entry are the same details that are used when a record is created for a single employee. For example, when entering batch information for a training course attendance you must enter the Course Name, Subject, Location, Date From and To, and Cost.

4. Repeat step 3 for each row of data you want to enter then to save the information and return to the Sage 50 HR desktop, click Save.
   
   Tip: To delete a row of data from the grid, select any cell in that row then press F8.
   
   Note: The information available in drop-down lists is determined by lookup lists and in some cases other records. For further information about this, please refer to the Information tab.

You have now entered information for multiple employees using Batch Entry.

At the bottom of each Batch Entry window there is a Send to Excel option. Send to Excel exports all information from the Batch Entry window to a Microsoft Excel spreadsheet where it can be edited, formatted and used to produce charts.

To do this, when you have completed the window and before you click Save, click Send to Excel. Microsoft Excel opens a new spreadsheet that contains all of the data from the Batch Entry window.

1. When you have completed the Batch Entry window and before you click Save, click Print.
   
   
2. Complete the Sage - List Printings window as follows:
   
   

   Print All	To print all of the information from the Batch Entry window, select this option.
   Print Visible	To print only the information visible in the window, select this option.
   Print Selected	To print only the selected rows, select this option.
   Print Range	To print a specified range of rows, select this option then enter the start and end numbers of the range in the boxes provided.
   Portrait	To print in portrait layout, select this option.
   Landscape	To print in landscape layout, select this option.

3. To print the information, click Print or to preview the document or choose printer sections, continue from step 4.
   
   
4. To preview the document and check that you have selected all of the required data, click Print Preview.
   
   
5. To print from the prit preview window, click the print button or to return and change settings, click Close.
   
   
6. To choose a printer and specify the options for that specific printer, click Print Settings.
   
   
7. To print from this window, click OK or to return and change settings, click Cancel.
   
   

You have now printed the required sections of Batch Entry data