How to submit a worksheet?

Submitting a worksheet to get paid is super easy on TalentDesk. To submit a worksheet please follow the below steps: 

 

1. Locate the Project you would like to submit your worksheet against. You can locate your list of projects within the My Projects section, or by clicking on the ‘Get Paid’ button in the top left corner, or the ‘Submit worksheet’ button on your dashboard.   

 

 

2. Once you’ve located your project click ‘Submit worksheet’

3. If you’re working on a task(s) within the project, you’ll be asked to choose whether you want to submit the worksheet to a specific task or the overall project work

4. You can also choose to specify the billing dates and the currency you’d like to submit your worksheet in on this page 

 

 

Note: If you’re submitting a worksheet against a task, you’re rate will be specified based on what you agreed to when accepting the task invitation

Note: If you’re submitting a worksheet against the overall project you can choose from any previously agreed rates on your profile or you can ‘Claim amount’ which allows you to enter the total amount you’d like to be paid independently of rates

 

5. Enter the quantity (rate-based) or amount you’d like to submit the worksheet for

6. Complete the short summary section

7. You may also add attachments to your worksheet (optional)

8. Click ‘Submit worksheet’ 

 

 

  • Once your worksheet has been submitted your manager will be notified. They will then review your worksheet submission and ‘Approve’. Please note that managers can also reject your worksheet or request an amendment. You will be notified in any case. 
  • Once a worksheet has been approved it will then be paid out to you following the next upcoming invoicing run. 



If you have any questions regarding worksheets please reach out to us via our Live Chat or contact support@talentdesk.io

 

Thank you,

TalentDesk Team