Timesheet Attachments

This article contains information for the Timesheet (Admin) screen

If you're looking for Daily/Period Authorisation click HERE.

This article describes the permissions required and how to view/add attachments to timesheets in the Timesheet (Admin) screen (available via Management > Timesheets > Timesheets).

Attachments can be added to timesheets to ensure backup documentation is in one place and linked to the appropriate timesheet.

Access Level Permissions

For someone to be able to view Attachments , their Access Level must at least have the Allow Attachments permission enabled.

To do this:

• Go to Admin > Security Config > Access Levels
• For the relevant Access Level row, click Edit
• Click on the Permissions tab
• Search for 'attachment'
• Under TimeTarget Online > View Timesheet Authorisation Page > Allow editing, select the appropriate permission:
  • To view (download) attachments only, ensure Allow Attachments is ticked
  • To add new attachments, Allow Adding permission must be ticked
  • To edit existing attachments, or remove existing attachments, the Allow Editing/Removing permission must be ticked
• After altering the selection, click Apply Changes.
• The changes will only be applied after refreshing the Timesheets page.

Adding an Attachment

Attachments can only be added to Timesheets in an Unauthorised status.

Attachments are most commonly added  for expenses and sick certificates.

1. Against the timesheet you wish to add an attachment to, click the Edit icon to open the Edit Timesheet window
2. Expand the Timesheet Attachments section and click the sign next to 'Add Attachment'
3. Select the file to upload
4. Select the attachment type
5. Multiple attachment can be added if required by repeating this process.
6. Click 'Save' once all attachments have been uploaded.
7. To remove an attachment, click 'Remove', assuming the user has the correct permission