Timesheet

Activity records are combined with timesheets and by default they are created at the same time. This gives the manager a perfect overview of what work the workers have actually done. The system greatly simplifies work reports while creating accurate records to simplify control.

• A report is linked to both the task and the subject of the task
• Checking Timesheets
  • What happens to the timesheet when you delete the master record?
  • Deleting with the Balance Scorecards module active
• Automatic verification of work reports

Timesheets always have to be linked to activity that is reported, which is typically:

• Task
• Requirement
• Problem
• Client of your business

The system allows you to link timesheets and activity records to other records, such as an action or a meeting. However, it should always be clear what the worker has been working on. That’s why most reports should be linked directly to the task.

A report is linked to both the task and the subject of the task

Most tasks are linked to one or more objects that are being processed, e.g. all requests from a project that needs to be analyzed are tied to one task.

Most workers work on the basis of a task and even the timesheets are linked to the task: When someone process, for example, 30 calls to customers, he/she reports the work to the task for several hours and does not have to itemize the time to 30 reports of work – single to each called client.

More i topic records linked to the task are in the description of the task.

Checking Timesheets

By linking timesheets directly to the task and processed records, the manager has an overview when approving:

• How many hours the worker declared
• What was the task he was working on
• What was the task subject
• Whether the task is completed
• Who else was involved in the task

What happens to the timesheet when you delete the master record?

Job statements are always tied to the object that the activity was related to – most often a task. If the task was deleted and the report with it, it would break the reporting. Therefore:

• Objects with reported hours cannot be deleted (It is possible to set them as cancelled).
• It is possible to delete entire areas and projects if they are no longer meaningful. In that case, tasks and other objects in them are deleted as well, but all completed job statements are moved to a special area – the storage area. They lose their link to the activity, of course.

Deleting with the Balance Scorecards module active

If the BSC – Balanced Scorecards module is active, statements older than 1 year are not relevant for job statements. The BSC module is replaced by analytical statistics. In this case, the reports are removed together with the main object without replacement.

Automatic verification of work reports

The system can compare work reports for the same or similar tasks and alert you when some differ significantly from others. Consistent use of the system allows you to obtain sufficient data so that the system can automatically compare and thus improve the quality of the verification.

Automatic checks alert you to

• Missing reports, i.e., the risk that some work was not actually done
• Disproportionately high reports, which indicate that someone is not coping with their work or is reporting hours unjustifiably.