Viewing ad-hoc Allowances and Attachments in Timesheets

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 ad-hoc allowances and attachments to timesheets in the Timesheet (Admin) screen (available via Management > Timesheets > Timesheets).

Sometimes additions need to be added to timesheets to ensure employees receive their proper allowances they're entitled to or to ensure backup documentation is in one place.

Adhoc allowances ensure employees get their proper pay in scenarios where blanket rules cannot be applied.

Examples might include meal allowances, travel expenses, or deductions for items like extra uniforms.

What does this page cover?

• Allowances
  • Access Level Permissions
  • Adding an Ad-hoc Allowance
• Attachments
  • Access Level Permissions
  • Adding an Attachment

Allowances

Access Level Permissions

For someone to be able to add Allowances to a timesheet, their Access Level must have the Modify Ad-hoc Allowances 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 'Allowance'
• Ensure the item TimeTarget Online > View Timesheet Authorisation Page > Allow editing > Modify Ad-hoc Allowances is ticked
  • If the authorisation level is to be ignored, allowing users to enter allowances for higher authorisation levels, click Override authorisation level
• After altering the selection, click Apply Changes.
• The changes will only be applied after refreshing the Timesheets page.

Adding an Ad-hoc Allowance

1. Against the timesheet you wish to add an allowance to, click the Edit icon to open the Edit Timesheet window
2. Expand the Timesheet Allowances section and click the sign next to 'Add Allowances'
3. Select the correct allowance from the 'Allowance' dropdown and enter the correct quantity.
   • The value will populate based on the configuration
4. Multiple adhoc allowances can be entered if required by repeating this process.
5. Click 'Save'

Attachments

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