Quickly create and submit worksheets for approval and payment
Creating and submitting a worksheet for payment on TalentDesk is quick and easy. There are multiple ways to create a worksheet. Please review the steps outlined below.
From your Dashboard
In your TalentDesk account, you can quickly start creating a worksheet by selecting the teal, 'Get Paid' button at the top of your sidebar menu or select, 'Submit Worksheet' from the payment status window on the dashboard.
You will then be prompted to choose whether you would like to create a Worksheet, a Proforma Invoice (which may not be available to you depending on your organization's settings), or claim an Expense.
When creating a worksheet from your dashboard, you'll be prompted to select the Project you would like the worksheet to be configured for. If you are billing for a specific task within the project, you will be able to select the task associated with the project in the next steps.
Creating the Worksheet
After you have selected the relevant project, you will be required to add specific information such as when the work was performed using the calendar icon in the top left corner of the page, select the worksheet currency, and identify the work itself using the blue plus symbol in the top right corner of the page or the blue highlighted text in the middle of the page.
Project Work
When you add project work to your worksheet, the project name will auto populate. You will then be able to select one of your pay rates associated with your account to the project and add the quantity of your pay rate in the corresponding fields. Alternatively, you can choose to "claim an amount" if you worked at a rate that is not already configured to your profile.
Task Work
When adding a task to your worksheet, you will notice that the task name and the task rate will auto-populate. This is because the task pay rate was agreed to when you initially accepted your invitation to the task. You will be responsible for adding in the empty values such as the quantity of your rate.
Summary & Attachments
It is mandatory to provide a worksheet summary in the corresponding text field. This can be however brief or descriptive as necessary.
There is an attachments field should you need to upload any supporting files (12 files max).
Submit Worksheet
When ready, click 'Submit worksheet' at the bottom of the page.
Please Note: In TalentDesk, you can only create one worksheet per project. While this worksheet can include multiple line items for various tasks or project work, it cannot encompass multiple projects. If you need to submit worksheets for different projects, you will have to create and submit them separately.
Worksheets for Tasks Only
Some organizations may limit their providers to billing only for tasks rather than general project work. In these instances, it is necessary to select a task in order to create a worksheet. If you are working at a fixed rate for that task, you must first request task completion from your Manager in the Task Discussion. Approval from your Manager is required before you can create a worksheet and receive payment.
Worksheet Review
Once you have submitted your worksheet, your manager will be notified for review. They will have the option to Approve, Reject, or Request an Amendment if they notice any errors.
When your worksheet is approved it will be ready to be included in the next round of TalentDesk invoicing. After TalentDesk receives the funds from your company, you will receive payment in 1-3 business days.
Learn More
Worksheets, Expenses, and Getting Paid
Proforma Invoices for Providers