Payroll platform: Managing timesheet documents

Overview

Attaching documents to a timesheet can provide context to occurrences that happen during a shift, or to provide any 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 any payroll admins or managers while viewing and approving timesheets.

Availability

Payroll Plan:   Standard   Premium

Getting started

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 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 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 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 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

Author recommended

So you have now managed your timesheet documents and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

Was this article helpful?
0 out of 2 found this helpful

Comments

0 comments

Article is closed for comments.