Creating and submitting a timesheet is a simple process within Certifi. To create a timesheet, follow these steps:
  • Navigate to either the Dashboard or Timesheets tab from any Certifi page.
  • Click on Create Timesheet on either page.

  • This will open a New Timesheet page and automatically apply the Draft state to it whilst you edit the information.
  • The header fields are auto-filled for your convenience using your Certifi profile information; however, these are editable if you wish to make any changes.

  • Use the provided fields in the Line Items section to describe the work you are claiming for.
  • If applicable, use the Apply CIS toggle switch to apply a CIS deduction from each Line Item.
  • If you have multiple Line Items to submit, click Add a line item...

  • In the Expenses section, you can add a description of any extra expenses using the provided fields (leave this section blank if you have none you wish to claim for).
  • You can add a copy of relevant receipts by clicking the cloud icon.

  • This will open a pop-up window where you can upload an image of the relevant receipt.
  • Click Done once you have uploaded an appropriate image file, and you will be returned to your timesheet.

  • If you have multiple Expenses to add, click Add an expense...
  • If you are happy with the details of your timesheet, click Submit to PM
  • If you have not finished and want to come back to it later, click Save Draft