How to Approve Job Sheets – Workrise

There are two scenarios in which you may need to approve rates for your RigUp workers’ job sheets:

The first time the worker submits a job sheet in the new transactional platform
Every time a job sheet is submitted thereafter, IF your processes require strict approval with each job sheet submissions. Otherwise, you will only need to approve the rates one time until any rate changes are made.

In this guide, we will show you how to approve a Job Sheet.

When a worker submits a Job Sheet for approval, the relevant individuals with approval permissions at your company will receive an email similar to the example email below notifying them of the need to approve the Job Sheet.

To review the Job Sheet and approve the associated rates, select Review & Approve in the email.

After selecting Review & Approve, you will be directed to the login screen. Login using your current username and password.

Once you have logged into the system, you will be prompted to review and approve rates for the worker. If the rates look correct, select Approve Rates. (If there are no rate changes to approve, you will skip this step.)

Next, review the Work Details and Payment summary sections to ensure the information is correct. If everything is correct, select Approve Job Sheet. Otherwise, select Request Revisions.

Once you have completed these steps, workers will receive a notification of your approval via email.

That’s it! You have successfully approved a Job Sheet.

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