In some instances you may need to attach an image or pdf to an approved timesheet in InTime. For example, this might be a scanned copy of a paper timesheet.
Who can use Paper Matching?
This facility can be used by Administrators and Consultants only. It is not available on all installations.
The Paper Entry Role is required.
How do I Match a Document to a Timesheet?
- From the menu bar, select Timesheet > Paper Processing.
The Paper Timesheets screen is displayed:
- A new file can be added at this stage by clicking the Upload Files button.
- In the top-left pane, click on a file name from the list. The corresponding document is now displayed in the area below.
- Find the details of the contractor and the period end from the displayed document
- Begin to type the contractor name, client name or placement reference into the Search box as shown below. InTime will show any approved timesheets matching the information you have entered. Note that, by default, only timesheets that do no already have a document attached are displayed. If you wish to see timesheets that already have a document attached, un-tick the Without-Paper tickbox.
- Select a timesheet from the list and verify that the details match to the uploaded document. If the details are correct then you can either:
- Click the Match button which will associate the uploaded document to the timesheet and remove it from the Paper Sheets list.
- Click the Match and Keep File button which operates in exactly the same way as the Match button but leaves the document in the list so that it can be used with another timesheet. This is useful if you have one uploaded doucment that has details for more than one contractor.
- If you find a timesheet in the list that you never want to attach a document to, you can click on the No Paper button.