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Timesheet photo and image attachments

Attach photos and images to timesheets.

Updated over a month ago

From version 3.23 Definitiv now supports photo and image attachments on timesheets via both the Mobile App and web platform. This feature enables users to provide visual documentation for work completed, streamlining verification and approval processes while reducing paperwork. It also helps maintain audit trails for compliance and record-keeping.

Getting Started - Prerequisites

Before you can use timesheet attachments, your system administrator must enable the appropriate permissions for your role:

For Employees:

  • Add Attachment to Personal TimeClock Events - Required for mobile app uploads

  • Add Attachment to Timesheets - Required for web-based timesheet uploads

For Managers:

To add or remove attachments on behalf of employees, managers require both of the permissions below: Without the correct permissions, managers will only be able to view attachments. Contact your system administrator if you need access to attachment functionality.

  1. Timesheet approval rights - Manage Approvals permission (Global or Line Manager)

  2. With one of the following Manage Attachments permissions:

    • Manage Attachments (Global) - Manage attachments for all employees

    • Manage Attachments (Line Manager) - Manage attachments for your team (org hierarchy)

    • Manage Attachments (Project Manager) - Manage attachments for your project team

Using Attachments on Mobile (Personal Timeclock)

Attaching Photos While Clocked On

  1. Clock on using the Personal Timeclock in your Definitiv Mobile App

  2. Tap the Attach button that appears after clocking on

  3. Choose from the following options:

    • Take Photo - using your device camera or Photo Library - select an existing photo from your device, Confirm your selection.

  4. The photo will be uploaded and attached to your timesheet.

  5. You'll see "File Name. Extension" displayed.

  6. You can see the upload progress while your photo is being attached. If the upload fails due to network issues, retry with the same photo.

Managing Attachments After Clock Off

If your organization's timesheet settings create timesheets in a Draft state, you can still add or modify attachments after clocking off:

If your organisation's settings automatically submit timesheets for approval upon clock-off, you cannot add or modify attachments after clocking off.

  1. Access your draft timesheet from the mobile app

  2. Tap Add Attachment (if no attachment exists)

  3. Or tap the delete button next to the existing attachment to Remove and then repeat the Attachment steps.

  4. Make your changes and Submit the timesheet for approval.

Previewing Your Attachments

Before submitting your timesheet, you can preview your attached photo:

  1. Tap on the attachment area on your timesheet

  2. A pop-up preview screen will open, showing your photo with the filename at the top

  3. Use pinch to zoom to inspect details

  4. Tap the X button in the top right or tap Back to return to your timesheet

Using Attachments on Web (Manual Timesheets)

Adding Attachments to New Timesheets

  1. Navigate to Timesheets in Definitiv to create a new manual timesheet, or from a PayRun, click Add Timesheet. The attachment functionality works the same way in both locations.

  2. Create a new manual timesheet or open an existing draft.

  3. Scroll to the bottom of the timesheet form.

  4. Click the Add Attachment button.

  5. Select an image file from your computer (eg, JPEG, PNG, GIF, HEIC, etc).

  6. The file will upload, and you'll see "File uploaded" confirmation.

Adding or Replacing Attachments on Existing Timesheets

  1. Open an existing draft or submitted timesheet (not yet approved)

  2. In the attachments section, you'll see any existing attachments

  3. To replace an attachment:

    • Click the Change button, select a new image file from your computer.

    • The new file will replace the existing attachment.

    • Click Save to confirm the changes.

  4. To remove an attachment without replacing:

    • Click the red Remove button.

    • Click Save to confirm the removal.

Previewing Attachments

  1. Click on the filename of any attachment.

  2. A pop-up window will display the image.

  3. You can download the attachment if needed.

  4. Click the X button in the top right corner of the pop-up to close and return to the timesheet.

Viewing Upload Progress

While uploading larger files, you'll see a progress indicator showing the upload status. This helps you know if something has gone wrong during the upload process.

Approving Timesheets with Attachments

Managers with approval rights can view attachments during the approval process.

For managers with approval rights but without Manage Attachments permission, you can view and download attachments but cannot add, replace, or remove them.

  1. Navigate to Pending Requests > Timesheet Approvals

  2. You'll see a new Attachments column in the approval grid

  3. Timesheets with attachments will show a paperclip icon

  4. Click the paperclip icon to open the Attachment Preview pop-up window

  5. In the preview window, you can:

    • View the attached image

    • See the filename displayed at the bottom

    • Click Download to save the attachment

    • Click Close to return to the approval grid

Approving Timesheets

  • Review the attached documentation alongside the timesheet hours.

  • Click the paperclip icon in the Attachments column to view any attached images.

  • Verify the image supports the timesheet entries.

  • Click Approve to complete the approval.

Note: If an attachment fails to upload or is corrupted, a visual indicator will appear in the Attachments column. You'll receive a warning if you attempt to approve a timesheet with a failed attachment, but you can proceed with approval if needed.

For Managers with Both "Manage Approvals" and "Manage Attachments" Permissions

If you have Manage Approvals and Manage Attachments permissions (via Global, Line Manager, or Project Manager roles), you can use the Timesheet Approvals screen to view attachments in a preview pop-up and download them by clicking the paperclip icon.

To add, change, or remove attachments:

  1. Click the View button to open the actual timesheet

  2. In the timesheet, you can:

    • Add attachments on behalf of employees within your scope.

    • Change (replace) attachments that are incorrect or inappropriate.

    • Remove attachments from timesheets within your scope.

    • Download attachments.

Your scope depends on your role:

  • Global - Manage attachments for any timesheet in the system.

  • Line Manager - Manage attachments only for your org hierarchy team.

  • Project Manager - Manage attachments only for your project team members.

Important: The Attachment Preview from the Timesheet Approvals screen is view-only. You must open the actual timesheet using the View button to add, change, or remove attachments. All actions performed on attachments are logged in the audit trail with your user credentials, not the employee's. This ensures proper accountability for manager-initiated changes.

Cross-Platform Functionality

Viewing Attachments Across Devices

Attachments uploaded via the mobile Personal Timeclock are automatically copied to the timesheet when it's created. This means:

  • Mobile uploads can be viewed in web-based timesheet screens.

  • TimeClock event attachments are visible in the TimeClock Events section of the timesheet.

  • Timesheet attachments appear in a separate Attachments section.

  • Managers can review attachments regardless of how they were uploaded.

Important Notes on Cross-Platform Use

  • Original TimeClock event attachments are preserved separately in the TimeClock Events section for auditing purposes.

  • A new Attachments section is added to the timesheet with a copy of the TimeClock attachment.

  • The Attachments section is what gets submitted for approval and reviewed by managers.

  • Changes to the timesheet Attachments section do not affect the original TimeClock event attachment.

  • If there's a query about what was attached, you can always compare the TimeClock Events attachment (original) with the Timesheet attachment (submitted for approval).

  • All modifications are recorded in the audit trail.

File Requirements and Limitations

Supported File Types

  • Image files only: JPEG, PNG, GIF, HEIC, etc.

  • Other file types (PDF, video, documents) are not supported.

File Size

  • Maximum file size: 10MB per attachment when using web timesheets. For Mobile larger file sizes will be compressed to achieve to 10MB size limit.

  • System automatically compresses images to optimize storage

  • Compressed images maintain sufficient quality for readability

  • Original filename is preserved when uploading

Attachment Limits

  • One (1) attachment per timesheet

  • To attach a different image, you'll need to replace the existing attachment

Troubleshooting

Upload Failed - Network Error

Problem: Your photo failed to upload due to connectivity issues

Solution:

  1. Check your network connection

  2. Tap the Retry button when prompted

  3. You won't need to recapture or reselect the photo

  4. If retry fails repeatedly, try uploading a smaller file or wait for better connectivity

Invalid File Type Error

Problem: You selected a non-image file (PDF, video, etc.)

Solution:

  1. Only valid image files types are supported (eg JPEG, PNG, GIF, HEIC, etc).

  2. If you have a PDF invoice, take a screenshot or photo of it

  3. Select an appropriate image file and try again

Attachment Not Visible

Problem: You uploaded an attachment but can't see it

Solution:

  1. Refresh your screen (web) or pull to refresh (mobile)

  2. Verify the upload completed successfully (look for "File uploaded" message)

  3. Check if you have appropriate permissions to view attachments

  4. Contact your line manager or system administrator if the issue persists

Cannot Add Attachment After Clock Off

Problem: The attachment option is unavailable after clocking off

Solution:

  • This is expected behavior if your organization's timesheet settings are configured to automatically submit timesheets upon clock-off

  • You can only add attachments while clocked on or if timesheets are created in draft state

  • If you need to add or change an attachment after clock-off, contact your timesheet approver

  • If the approver has the appropriate Manage Attachments permission, they can add or change the attached image on your behalf

  • Contact your system administrator to review timesheet settings if this impacts your workflow

Failed to Load Attachment

Problem: Preview shows "Failed to load attachment"

Solution:

  1. The file may be corrupted, or the upload didn't complete

  2. Remove the failed attachment

  3. Retry uploading the photo

  4. If the issue persists, try a different photo or device

Best Practices

For Employees

  1. Capture clear photos - Ensure invoice details are readable

  2. Upload immediately - Attach photos while on-site when possible

  3. Preview before submitting - Verify the image quality before submitting your timesheet

  4. Use appropriate lighting - Make sure invoice text is visible

  5. Check orientation - Ensure photos are correctly oriented

For Managers

  1. Review attachments first - Check attachments before approving timesheets

  2. Download for records - Save important documentation locally if needed

  3. Act promptly on failed attachments - Follow up with employees when attachments fail

  4. Use manage permissions appropriately - Only modify attachments when necessary

  5. Document reasons - If removing/replacing attachments, communicate with the employee

For Administrators

  1. Enable permissions gradually - Roll out to pilot groups first

  2. Train users - Ensure employees understand how to use the feature

  3. Monitor storage - Track attachment usage and storage consumption

  4. Review audit trails - Regularly check attachment activity logs

  5. Set clear policies - Define when and what types of photos should be attached

Audit and Compliance

Audit Trail

All attachment activities are automatically logged, including:

  • Who performed the action (user ID)

  • What action was taken (upload, remove, view)

  • When the action occurred (timestamp)

  • Which timesheet was affected (timesheet ID and employee)

  • File details (filename, file size)

Manager Actions

When managers add or remove attachments on behalf of employees:

  • The manager's user ID is logged (not the employee's)

  • Actions are clearly marked as manager actions

  • Full audit trail is maintained for compliance purposes

Data Retention

  • Attachments are retained with the timesheet record

  • Minimum retention period: 7 years (for legislative compliance)

  • When a timesheet is deleted, associated attachments are also deleted

  • Attachments remain accessible for as long as the timesheet exists

Summary

Key points to remember:

✅ Upload images from mobile or web
✅ One (1) attachment per timesheet (maximum 10MB)
✅ Image files only (eg JPEG, PNG, GIF, HEIC, etc.)
✅ Original filename preserved
✅ Attachments can be added, replaced, or removed before approval
✅ Approved timesheets have read-only attachments
✅ Full audit trail for compliance
✅ Managers can manage attachments based on role permissions
✅ Cross-platform visibility for attachments

We also suggest for this feature that you have the auto approval of timesheets disabled if your managers are required to review all attachments before approving.

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