Shift attachments are information pieces that users are asked to add to their shift time when clocking out. These could be the equipment that was used, mileage covered, who was the manager on the worksite, and more. In this article, we'll go over how to set up shift attachments, how they appear for the user, and how you can view the information afterward on their timesheets.
In this article, we will go over:
How to Set Up Shift Attachments on the Admin Dashboard
Access the Time Clock feature found in the left sidebar, and enter the relevant Time Clock.
Navigate to the Time Clock settings found on the top right of the page, and enter the Shift Attachments tab on the left-hand side.
Click + Add attachment to create a new shift attachment, and fill in the relevant information. Next, Select the Attachment Type, and whether you would like for this to be required. Don't forget to click on Save Changes to save the shift attachments!
The following types of shift attachments can be created:
Dropdown list
Text box
Number
Image attachment
File attachment
Signature
Every field can be marked as required, such that users must complete them before clocking out.
Pro tip: Users will always have the option to add a note to their shift while they are clocked in, regardless if they choose to add a text box shift attachment.
How Shift Attachments Appear on the Mobile App
On the mobile app, users can complete shifting attachments after clocking in. The shift attachments will be available to complete for all employees assigned to the Time Clock.
Pro tip: To copy information from a previous job performed earlier that day, or to clear all inputted information, click on the three dots and select 'Copy from previous job' or 'Clear All'.
How Shift Attachments Appear on the Timesheets
When accessing an employee's timesheet on the admin dashboard, shift attachments appear as additional columns. Choose which shift attachments to view by selecting them from the drop-down table menu inside the timesheet.
Shift Attachments Common Use Cases
Recording Employees' Mileage on Shift
If your business involves a lot of commuting, you can set up a shift attachment for employees to report the mileage traveled during their shifts. Tracking mileage helps ensure fair reimbursement, manage expenses, and comply with tax regulations. For this type of attachment, select the Number attachment type.
Recording the Equipment Used on Shift
This option allows users to report which equipment they used while on shift. Tracking equipment usage ensures proper maintenance, helps you manage inventory, and allocates costs accurately. It also helps reduce safety risks, and ensure compliance with regulations. For this type of attachment, select the Dropdown list attachment type.
Signature Confirming Hours Worked
Employees can add the name of the supervisor on-site and ask them to add their signature to confirm the shift was completed and all tasks were done. This helps with verifying attendance, ensuring accountability, and preventing disputes about hours worked. It also provides a record for payroll accuracy and can help with compliance in industries that require detailed work logs. Select the Signature attachment type for this use case.
Signature From Client
If your business involves delivering items to clients, this could be a good option to verify all items were delivered successfully. This shift attachment type will require employees to retrieve a signature from the client they delivered to, confirming successful receipt, ensuring accountability, and resolving disputes. It also helps maintain accurate records for inventory and billing.
Reporting an Incident
This option would allow the user to report any incident that occurred during the shift. This helps resolve problems, prevent future incidents, and maintain proper documentation for safety, insurance, or legal reasons. For this type of attachment, select the Dropdown list attachment type.
*Adding up to 2 shift attachments is available on the Advanced Plan and unlimited in the Expert Plan*
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