Update & Submit an Employee Worksheet

Update & Submit an Employee Worksheet

Updating and submitting an Employee Worksheet is a quick process that can be completed in just a few minutes. Here are the steps to follow:

1. Select "edit" on the employee record that you need to update.
2. Add the Item Units quantity for each item in the Item Worksheet Entry Form.
3. In the Payroll Breakdown section add each Crew Member that worked on the job along with the Lead Installer and then enter the $ amount each Member is due for the work identified in Item Worksheet entry form.  The Amount Due Lead Installer is a formula field that subtracts each Amount Due to all members from the Total Item Due field which will be shown once you click save.
4. Click "Save" once you verified all items in 2 & 3 have been completed successfully.
5. Select "Submit Worksheet Transition" and complete all required fields.
6. Click "Save" to submit the worksheet.
7. The record will move to the "Ready for Review" state where it will wait to be approved.

By following these steps, you can ensure that the Employee Worksheet is updated and submitted accurately and successfully.  Following videos provides an overview on completing these steps in our mobile app and desktop.

Update & Submitting via Mobil App



Update & Submitting via Desktop




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