Workrise requires independent contractors to submit job sheets each pay period to exhibit optionality, autonomy and transparency. Contractors submit job sheets through the Workrise platform, and in turn, Workrise sends them over to the hiring client for approval.
This article will guide you through reviewing and approving job sheets on the Workrise platform.
What is a Job Sheet?
Job sheets allow Workrise contractors to log their hours, mileage and reimbursements. Contractors are also able to specify locational information, well names and AFE numbers so that clients can approve them accordingly. We require contractors to submit a job sheet each pay period and in most cases, the hiring client must approve each job sheet.
Job Sheet Notifications
All approvers with a Workrise user account will have the ability to opt into job sheet notifications. You can choose an email that is sent daily or an email each time a job sheet is ready for review. To set your notification preferences, login to Workrise, click your name on the top right-hand corner and select Account. You will then see the option to set job sheet notification preferences.
Reviewing Job Sheets
To review submitted job sheets, follow the link in the job sheet notification email OR login to your Workrise account and click Job Sheets under the Workforce tab
On the left-hand side, you will see all the job sheets that are ready for review. Click the name of a contractor to review details and job sheets. You will also be able to view mileage, reimbursements, and receipts, if applicable. To view the contractor’s original job sheet in full detail, click the Download Excel button.
Approving Job Sheets
If the information provided is sufficient and the total payment amount is correct, click Approve for each contractor’s job sheet. You can also bulk approve job sheets on the left-hand panel by selecting multiple contractors and clicking Approve. Once approved, Workrise will release payment to the contractor.
Signing Job Sheets for Approval
For job sheets requiring a signature, the following pop-up will appear after hitting Approve. Hit Download Excel to download and print the job sheet. Once you have the signed copy, you can re-upload the file by dropping it in the designated box. Click the Submit Approval button to submit the signed job sheet.
Rejecting Job Sheets
If you are rejecting a job sheet, you will be prompted to provide a reason and documentation (optional). Workrise will review the rejection and make corrections or provide any additional information requested. You will then receive a notification when the job sheet is ready for review again.
Past Job Sheets and Statuses
By default, you will only see Job Sheets that need review. To see approved, rejected or all job sheets, use the status filter on the lefthand side. You can also filter by pay period dates. Filters can be cleared by clicking Clear All Filters at the bottom of the toolbar.
For assistance with reviewing and approving job sheets, contact us at firstname.lastname@example.org.