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How to Fill Out a Workrise Job Sheet

  • Updated

Learn how to access a job sheet template from your Workrise account and properly fill out the template in Microsoft Excel prior to submitting it to Workrise for approval.

Step 1: Download a Job Sheet Template

  1. Log in to your account
  2. Under Clients, select the Active Clients tab

  1. Within the Active Clients tab, select the Download New Template link

 

Step 2: Fill Out Job Sheet in Microsoft Excel

Changing the Date

  1. Locate cell B15, labeled "First Day of Hitch", which contains a placeholder date Click on the cell to select it
  2. In the white bar above that contains the cell data, click the date to change it to the first day of the pay period you are submitting time for

 

  1. Press the “enter” key on your keyboard once you have finished replacing the placeholder date
    • After pressing the “enter” key you will notice all of the dates have changed in Column B
    • Please do NOT add a new row or add the same date twice - this will cause errors when trying to submit

Operator Name

  1. Select a cell in the Operator Name column to enter the Operator Name - this is the name of the E&P (Operator) company operating your site
    • Important! If you did NOT work on a date in the middle of your pay period please leave the Operator Name blank
    • Be sure to include the operator name, well name, and AFE information for any travel days you bill

 

Well Name

  1. Enter the Well Name on each day worked
    • If you did NOT work on a date in the middle of your pay period please leave the Well Name blank

 

  1. If you worked at 2 wells on the same day but only have a single row available, please put both wells on the same cell like shown below using a “/” in between each of them
  2. If you have questions regarding what the Well Name is please contact your supervisor and/or approver

 

AFE/Additional Information

  1. If you have an Authority for Expenditure number (AFE) or any additional information please add in the AFE column for each day worked
    • If you did NOT work on a date in the middle of your pay period please leave the AFE/Additional Information blank
    • If you have questions regarding which AFE number to use, please contact your supervisor and/or approver

Rate Type

  1. The Rate Type column contains your Rate Type
  2. Click into the cell starting with the day you worked
  3. A drop down arrow will appear with a selection of rate types you are eligible for.
  4. Select the appropriate rate type for each day you worked
    • If you did NOT work on a date in the middle of your pay period please leave the Rate Type blank

 

  1. Each Rate Type corresponds to a rate listed on your Workrise account within a client on the Active Clients tab

Time in and Time Out - Hourly Rate

This section applies if you bill at an hourly rate (if you bill a day rate, skip to the next section)

  1. Enter the Time In and the Time Out of everyday that you worked
  2. Click the Time In cell once, making sure a green outline appears around that cell

  1. In the white bar displaying the cell data, click into the time and change it to the time you started work. You must use the format “HH:MM AM/PM”
    • Press the “enter” key on your keyboard to save your Time In
  2. Next click once on the Time Out Cell for the same day

  3. In the white bar displaying the cell data, click into the time and change it to the time you ended work. You must use the format “HH:MM AM/PM”
    • Press the “enter” key on your keyboard to save your Time Out
  4. Once you have entered the Time In / Time Out, the job sheet will automatically calculate the Total Hours Worked.
  5. If you did NOT work on a date in the middle of your pay period please leave the Time In and Time Out untouched
    • Please do not delete the 7:00 AM - 7:00 AM
    • Total Hours Worked will remain at 0

  6. Once all of your days worked are entered your Total Days and Total Hours worked will automatically generate
  7. At the bottom of your job sheet the Total Days and Total Hours worked will be calculated automatically

On Site Hours - Day Rate

This section applies if you bill at a daily rate

  1. In the On Site Hours column enter the amount of hours worked per day

Step 3: Save Your Completed Job Sheet

  1. Once you have finished filling out your job sheet open the File menu and select Save As

 

  1. Name your job sheet something easily recognizable (such as your name and the date Ex: “John Doe 9.5.23”)
    • You will not be able to save your file if you use a “/” character in the file name
  1. Save the file as an Excel Workbook (.xlsx) to an easily accessible location on your computer 

Step 4: Submitting Your Job Sheet

  • This article will walk you through the submission process once you have filled out a job sheet

Best Practices

  • Start every job sheet by downloading a new template rather than modifying an existing job sheet. This reduces the likelihood of accidentally charging incorrect rates or double billing a day you have already billed on a previous job sheet
  • Add the Pay Period Start and End dates first, this will auto-populate dates in the Wages section 
  • If you are unsure about which Well or AFE information to use we recommend speaking with a supervisor at your client. Generally this information is gathered for the client, not for Workrise purposes

 

Still Have Questions?

Contact Support at support@workrise.com, by phone at 866-467-4487 opt. 2, or via chat from your Workrise account. The Workrise Support team is available Monday to Friday from 7am-7pm CST. Holidays may impact hours of operation.

You can also click here to schedule an appointment with a member of our team.