How to Manage and Approve Contractor Timesheets

Welcome to your guide for managing contractor payments. This overview explains how you can easily review and approve your team's hours within the RemoFirst Client App to ensure accurate and timely disbursements.

Step-by-Step Approval Process

1. Access Your Dashboard

• Log in to the RemoFirst Client App via your web browser.
• Use your secure credentials to access your dashboard.

2. Locate Pending Timesheets

• Select the Timesheets tab from your sidebar to see all active submissions.
• This will take you to the main management page where all active submissions are listed.
• Alternatively, view a specific individual's history by going to Team, selecting the Contractor, and clicking Timesheet on their profile.

3. Review Logged Hours

• Review the list of submitted entries for the current period.
• Each entry provides the following details:
  • Contractor Name: The name of the professional.
  • Dates: The specific start and end dates for the hours logged.
  • Total Hours: The cumulative hours reported for that period.

4. Approve for Payment

• You can either confirm the hours or request a revision.
• Approve: Click this if the details are correct. This locks the entry for payment processing.
• Reject: If you spot an error, reject the entry to allow the contractor to make corrections.

5. Finalize Disbursements

• Once approved, navigate to Pay Contractor to link the hours to an invoice. Payments are typically processed within 1-2 business days of approval.
• Select the payment from the list. The approved hours will be automatically linked to the invoice.

Note: Timesheet statuses update in real-time as payments move through our system.

Efficiency Tools: Bulk Monthly Uploads

To handle multiple contractors at once, you can use our CSV upload feature for monthly totals.

To use this feature:

• Select Period: Choose the correct month within the Timesheets section.
• Upload: Click Upload CSV and select your file.

CSV Formatting Requirements

For successful processing, ensure your file follows these requirements:

• Format: Plain comma-separated values (.csv) only.
• Columns: Your file must include exactly two headers:
  • Email: The contractor's registered RemoFirst email.
  • Total Monthly Hours: The numerical total for the month (up to two decimal places).
• Validation: All emails must match active accounts in our system.

Once uploaded, the system will populate the dashboard for your final review and approval.

Frequently Asked Questions

Why can't I see a specific timesheet?

Verify you are logged into the correct account with the necessary permissions. If it still doesn't appear, try refreshing your browser.

What if the reported hours are incorrect?

This usually happens if a submission is incomplete. Please ask the contractor to review their entry for any missing details.

What if the hours are incorrect?

Simply reject the entry. This sends it back to the contractor, who can then revise and resubmit for your approval.