Quick Questions: Time Off Requests

Every employee, business owner, independent contractor, consultant or small business owner takes time off from their job. The following video will show how Standard Time® handles vacation requests.

New hours are accrued periodically, and hours are subtracted from that bank as time off requests are approved. Manager receive an email notification when time off is requested. And employees get another email when the request is approved or rejected.

Quick Questions: Sync Apps with Cloud

You can use your smartphone for tracking time and expenses. The information goes directly to your boss. Well sort of.  🙂

It goes up to the cloud or desktop, depending on how you sync your time and expenses.

Is that better?

The good thing is that your Android or iOS time tracking app syncs with something. It gets data from the phone to your on-premise database.  Just give it a URL to sync with, and any records you enter will automatically be sent.

That means you can track time anywhere. Even in the office. Think about that… you can pull out your phone and track project time, even in a meeting, or in front of your computer. You don’t to touch a keyboard if you don’t want to.

Quick Questions: Billing Rates By Role

For each project an employee may have a different role and different billing rate. The following video shows how to organize them.

Consider that on any given project, employees could take a different role or responsibility.  You may be the team lead on Project A, but just an ordinary engineer on Project B.  A colleague may be the project manager today, and customer liaison tomorrow. Roles change. Responsibilities change.

And the billing rates for each role also change.

Keeping track of who performs which role on every project is a job. And what billing rates are you charging for each? That’s another job.

Watch this video for one possible solution. This may be the one solution for the whole project team.

Quick Questions: Resource Allocation

Find the employees that are free in your company to work on your project. The color coded chart makes life easier for the project manager.

Sure, you know approximately which projects and tasks everybody is working on, but wouldn’t it be nice to see a bar graph showing it?  You can research employees who might be available for your project.  Look for short bars, that indicate a shortage of work.

Quick Questions: Client Billing Rates

Clients use a variety of models when billing clients.  The most common is rates by employee.  In other words, each employee gets their own billing rate for each project.  The collection of rates on Project A are different than Project B.

Why is this?

Because consulting firms provide a lot services, and offer the specific talents of many individuals.  Plus, they have a lot of clients.  That is a recipe for complex billing arrangements.  The sales department gets what they can.  The client pays what their willing to.  And we meet in the middle.  When the dust clears, there are specific rates for each project.

Other less frequently used models are “By category,” “By role,” “Option Year contracts,” or flat project rates.  Fixed-fee project are quite common, where the client is billed a percentage of the total on a milestone basis.  For example: one-third upon signing, one-third at beta, and one-third at delivery.

You’ll see the most common billing method in this video.

Quick Questions: Creating Project Tasks

Follow these simple steps to create a project task that is displayed in the timesheet.  Scroll down for a video.

Why track time with project tasks?  Because you will be tracking much more information that just a project. It takes the same amount of time to enter hours for a task as it does a project.  But a project task contains other information that you can use to better understand the execution of your project.

For instance, project tasks are associated with categories.  Each category describes the type of work you performed.  You can run reports or comparisons on categories.

Project tasks also contain other fields that differ from task to task.  So choosing the appropriate task means you are also choosing those other data point.  Again, use them in reports to learn more about where your time is spent.

Other useful association may exist, such as payroll information, estimates verses actuals, and link dependencies based on task completion, and warnings when tasks are nearly finished.

Barcode Scanning for Manufacturing

During the manufacturing process you are able to keep track of the time spent on each product, follow your employees time and you’ll know how much time was spent on each task.

Just add a barcode label to your work orders or products.  Scan them during the manufacturing process.  And you’ll know how much time you spent per piece, per project, and per employee.  Use those numbers to reduce manufacturing time and increase efficiency.

Look for a free barcode font named IDAutomationHC39M_FREE.otf.  Install this and use MS Word to create barcodes.  Simply type *MyProject* into Word, and then change the font.  You’ll see a barcode label where your text was.

You’ll need to scan the employee name, a category, and the project.  This is enough information to start the timer in Standard Time®.  Then can the word “STOP” (without the quotations).  The timer will stop and you’ll have some new information you can begin to use to improve your business.

Interview: Timesheet Pay Periods

A pay period is a regular length of time over which employee time is recorded and paid. Examples of pay periods are: weekly, bi-weekly, semi-monthly, monthly and sometimes yearly.

Setting up your timesheet to reflect pay periods instead of weeks has some benefits.  First off, you’ll see the number of scheduled hours in each pay period.  You can compare that with the number of hours you’ve entered.  Employees quickly know what’s expected of them.  Next, if you are required to submit timesheet for review, you’ll be submitting the entire pay period rather than just a week.  This saves time for both employees and managers.

Manager also approve a full pay period when reviewing, and usually lock timesheets so they cannot be edited after review.

Pay periods also show up on reporting windows so you can run report for a known date range that corresponds to your payroll cycle.  Same is true of exporting to payroll apps.  Using a predefined payroll period date range reduces the possibility of error.

Interview: Timesheet Approvals

Submitting and approving timesheet is optional in Standard Time®.  After all, not every organization cares to impose management control over employee time.  But sometimes it’s just necessary to make sure things are done right.

scroll down for a video

That’s why you can approve employee hours.

The most common timesheet mistakes can be headed off with email notifications.  Employees get one if their timesheet contains too few hours.  Or, they could get one if they haven’t submitted their timesheets.  Those two email notifications remind users to double-check their work before managers ever see it.

Managers see a list of users that have submitted their timesheet, and those who haven’t.  They see the number hours for the week, or pay period.  Just click once to approve.  Or, click once to approve and lock all at once.  Pretty easy.

Interview: Email notifications

“I forgot to put in my time.” This happens a lot; Standard Time® sends out email notifications to employees who need to add time to their timesheet.

Yep, happens a lot.

There are other reason to get email notifications from your project timesheet.  You’ll get one when you’re added to a new project, or if you have upcoming tasks, or tasks that are due.

So… your project schedule is now automatically reminding you to pay attention and keep up.  🙂

Actually, that’s not a bad thing.  Think of it as a little extra help… a little reminder… and a way to keep project tasks, and their expeditious completion, at the forefront of your mind.  That’s how projects get finished.