Adding a Note or Doc to a TimeSheet

Adding a Note or Doc to a TimeSheet

Navigate to Team > Time > Timesheets > Current or use the search option in the main menu. 

After accessing the report, click the pencil icon to the left of the employee to access and edit their timesheet.




Adding a Note to the Timesheet
  1. Choose the date the note is to be added to and click the corresponding icon in the Notes column.


  1. Type the note into the Daily Notes screen when it appears and hit Save.


  1. The Note icon at the top of the report will show how many notes are in the report and can be used to access the notes without having to scan through each day.




Adding a Document to the Timesheet:
  1. Click on the paperclip to the left of the Note Icon (see screenshot above).
  2. Click "Choose" in the pop up then select the document you need to add.
  3. Choose the Document Type and add a description if needed.
  4. If this is intended for the employee you will need to click the box next to Can Employee View.
  5. Upload and then Close.



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