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How to Fill Out and Submit a Workrise Job Sheet

  • Updated

Learn how to download, fill out, and submit a Workrise job sheet.

Important: The Job Sheet submission process will vary depending on your job sheet template. If your template looks like the templates below, with the text First day of Hitch next to the date column, please continue. Otherwise, skip to the Steps for Traditional Job Sheet Templates section.

 

Steps for Automated Job Sheet Templates

Step 1: Download a Job Sheet Template

  1. Log in to your account
  2. Under Clients, select the Active Clients tab 
  3. 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. Select the cell to select it
  2. In the white bar above that contains the cell data, replace the date with the first day you are billing on your job sheet
  3. 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 invoice coding data required by your client 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 at a daily rate you can 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
  3. 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”
  4. Then press the “enter” key
  5. Next click once on the Time Out Cell for the same day
  6. 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”
    • Then press the “enter” key
  1. Once you have entered the Time In / Time Out, the job sheet will automatically calculate the Total Hours Worked.
  2. 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
  1. Once all of your days worked are entered your Total Days and Total Hours worked will automatically generate
  2. At the bottom of your job sheet the Total Days and Total Hours worked will be calculated automatically

Time in - 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 this can be an approximation

Step 3: Saving Your Job Sheet

  1. Save your job sheet by navigating to File then select Save As in the upper left corner of your screen
  2. Name your job sheet something easily recognizable (such as your name and the date Ex: “John Smith 9.1.23”)
  3. Save the file to a folder on your computer’s desktop or another easily accessible location

Step 4: Submitting Your Job Sheet

  1. When you log into your profile, you will be taken to your Active Clients page
  2. Select Submit Job Sheet on the bottom right corner of the client you are billing
  3. Upload your completed job sheet excel file to the submission

  4. The system will generate error messages if there are any issues with your template. Please review the error messages and make the necessary corrections before continuing
  5. Important! If you are submitting Well and AFE information for the first time, you will be prompted to complete the following fields for the new Wells and AFEs:
    • Basin
    • State
    • City
    • County
  6. Select  I accepted this project check box to continue
  7. Review details and submit your job sheet.
  8. If you are eligible for expedited payments you will have the opportunity to opt into NextDay Pay
    • If you wish to opt into NextDay Pay press the Upgrade to NextDay Pay™ button shown in the Payment Terms section below the supporting documents box.
  9. Select Submit for Approval
  10. Once you submit for approval, you will see this screen and your job sheer submission was successful

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.

 

Steps for Traditional Job Sheet Templates

Step 1: Accessing Your Job Sheet Template

You can access your job sheet template from your Workrise account. We recommend downloading your template from your account regularly to ensure you always have the most up-to-date template each time you submit your job sheet.

  1. From the Active Clients Tab on your Workrise account, scroll down and select Download New Template
    • If you have more than one client on your Workrise account be sure to download the correct template for that client.

Step 2: Filling Out Your Job Sheet Template in Microsoft Excel

We strongly recommend that you use Microsoft Excel to fill out your Workrise job sheet template.

Job sheet templates may vary from client to client, or role to role at Workrise but all follow the same conventions. 

Note that some cells may be locked on your job sheet. This is intentional as these cells contain formulas that calculate your earnings.

Name, Date, and Rate Fields

  • Most job sheet templates will have a place for you to add your name, your client’s name (company name), and your pay period start and end dates. These are usually located at the top of the job sheet.
  • Some templates may require you to add your rates as well. Be sure these rates match the ones on your Workrise account. If you believe there is an issue with your rates please contact Workrise Support or your Worker Success Manager.

Wage and Reimbursement Fields

The main section of each job sheet template provides you with spaces to enter Wages and Reimbursements. 

  • The Wages section is where you can add information such as Well Names, AFE numbers, and hours worked or amount billed. 
  • The Reimbursement section is where you can log mileage, keep track of per diem, or capture any additional reimbursements as provisioned by your client.
  • Fields labeled Additional Information (Optional) are useful for providing details that may be helpful for the Workrise Payments team or the Invoicing Department at your Client when your job sheet is reviewed.

Step 3: Saving Your Job Sheet

  1. Save your job sheet by navigating to File then select Save As in the upper left corner of your screen 
  2. Name your job sheet something easily recognizable (such as your name and the date Ex: “John Smith 9.1.23”)
  3. Save the file to a folder on your computer’s desktop or another easily accessible location

Step 4: Submitting Your Completed Job Sheet

  1. When you log into your profile, you will be taken to your Active Clients page
  2. Select Submit Job Sheet on the bottom right corner of the client you are billing
  3. Enter details about your job sheet submission:
    • Pay Period Start Date
    • Pay Period End Date
    • State where work was performed
    • County where work was performed
    • Hours Worked
      • Important! If you are paid hourly, this will be the total number of hours billed
      • If you are paid with a day rate, please approximate the number of hours you were on site as this may be used for reporting purposes.
  4. Upload your job sheet and any other supporting documents as needed
  5. If you are eligible for expedited payments you will have the opportunity to opt into NextDay Pay
    • If you wish to opt into NextDay Pay press the Upgrade to NextDay Pay™ button shown in the Payment Terms section below the supporting documents box. 
  6. Once you have added all the necessary details, select Submit. You will see a confirmation message on the screen if your job sheet is successfully submitted 

Best Practices

  • Start every job sheet by downloading a new template rather than modifying an existing job sheet. This should reduce 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.