Certifi uses a four-step timesheet processing method to ensure the accuracy of timesheets before payment. This article provides an in-depth explanation of this system.

The below figure shows a flowchart through the six possible states of a timesheet:

Timesheet Process Flow

  • When a Worker user creates a timesheet, they can save it as a Draft until they are ready to finalise it or submit it to their assigned Project Manager.
  • Once submitted, the timesheet enters the With PM state, where the Worker user's Line Manager or Project Manager must review the timesheet and either Approve or Reject it.
  • If Rejected at the With PM stage, the Worker user must review, edit and resubmit the timesheet from the initial Draft phase.
  • If the Line Manager or Project Manager Approves the timesheet, the invoice is passed to the Finance department for Finance users to flag it as Approved for Payment.
  • If the timesheet is Rejected by Finance, it can either be sent back to the With PM state or entirely Rejected, so the Worker user has to resubmit a new timesheet.
  • Once the Approved for Payment invoice has been paid, a Finance user can mark it as Paid.