How to Approve Job Sheets

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

1. The first time the worker submits a job sheet in the new transactional platform
2. 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. If you need others in your organization to be added as approvers or viewers for an individual worker’s job sheets, please contact client.operations@workrise.com.

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.

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.

Have Questions?

Contact us at upstream-sales@workrise.com