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Manage timesheet documents on Payroll classic

Available for the following Payroll plans: Standard, Premium

Attaching documents to a timesheet can provide context to occurrences that happen during a shift, or to provide additional information about a shift. This can come in the form of a photo, or by a document saved on their phone. Attached timesheet documents can be seen by payroll admins or managers while viewing and approving timesheets.

The following steps outline how you can attach a document to a timesheet either via the Create a Timesheet and/or the Approve Timesheets page.

Attach a document: Create a timesheet page
  1. Log into your Employment Hero Payroll classic platform.
  2. Select the   Timesheets menu.
  3. Select Create Requests submenu.
  4. Select an employee using the Employee selector.
    addtimesheetdoc01.jpg
  5. Click the   button.
    addtimesheetdoc02.jpg
  6. Click the   Select File button.addtimesheetdoc03.jpg
  7. Select the file you would like to attach and click the   Confirm Upload button.

    Helpful Hint

    A prompt will show on your screen when the platform successful adds the attachment to the your timesheet submission.

    addtimesheetdoc03b.jpg
Attach a document: Approve timesheets page
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Timesheets menu.
  3. Click the Approve Timesheets submenu.
  4. Click the   button. 
    addtimesheetdoc05.jpg
  5. Click the    Add button.
    addtimesheetdoc06.jpg
  6. Click the file you would like to attach and click the Save button.
    addtimesheetdoc07.jpg

Maintain

The following premises will walk you through how you can view and/or remove an attached document from a timesheet submission.

View an attached document
  1. Log into your Employment Hero Payroll classic platform.
  2. Click  the   Timesheets menu
  3. Click the Approve Timesheets submenu.
  4. Click the   button. 

    Helpful Hint

    Your file will now download to your local device.

    addtimesheetdoc08.jpg
Remove an attached document
  1. Log into your Employment Hero Payroll classic platform.
  2. Click  the  Timesheets menu
  3. Click the Approve Timesheets submenu.
  4. Click the   button.
    addtimesheetdoc05.jpg
  5. Click the   button.
    addtimesheetdoc09.jpg
  6. Click the Ok button.
    addtimesheetdoc10.jpg

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