Category Archives: human resources

banked time, dashboard, hr timesheets, human resources, TimeControl Timesheets, TimeRequest, TimeRequest Wizard, timesheet reporting, Validation Rules

Managing Holidays with TimeControl

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The holidays are upon us and here at HMS when we think of Holidays, we think of what Payroll and Human Resources people need to do to properly account for them in the TimeControl timesheet. TimeControl includes functionality that is perfect for managing holidays that will be taken by many staff people and assisting those personnel with entering the appropriate line item in their timesheet.

TimeRequest Wizardclip_image002
The TimeRequest Wizard is a great function which is typically made available only to Administrators. It to add entries into future timesheets and approve those entries in advance. The function is extremely simple to use. Administrators select a date in the future and then enter the description, number of hours and the charge and rate code that are appropriate for the upcoming holiday. Then the Administrator selects which users should get this timesheet entry. Once the Administrator confirms the entry, TimeControl creates a pre-approved TimeRequest which will automatically create an entry for each of those users in the future timesheet with the properly entered number of hours and charge code already done.

TimeControl Administrators often enter the entire year’s holidays in advance for the entire staff early in the year. Using the TimeRequest Wizard means fewer errors in entry during holidays for those who are entitled to the time off.

Some of the challenges which the TimeRequest Wizard’s functionally overcomes include:

How to manage different holidays for different groups?
The TimeRequest Wizard can create future entries for any filtered or selected group of employees. Perhaps you have US Thanksgiving for the American staff and Canadian Thanksgiving for those in Canada. No problem. The Administrator simply selects different filters for different groups.

What if someone unexpectedly works on the holiday?
No problem. The TimeRequest has been pre-approved and will pre-load into the employee’s timesheet but the employee can overwrite or delete that line should they wish. The TimeRequest entry simply provides them an entry that is pre-made for them, not something that they can’t undo when the time to do their timesheet comes along.

Other functionality that is important for HR and Payroll managers at this time of year includes:

Managing vacation and Personal-time-off (PTO) banks
Around the holidays it’s quite common for some staff people to want to take additional time off from their vacation or Personal-time-off banks. TimeControl supports up to 9 separate banks of time by default. In an employee wants to put additional time on their timesheet for vacation or personal time, they can make a TimeRequest to get approval and then TimeControl’s Validation Rules can check to make sure the employee still has enough time in their time-off bank.

Links to external systems
TimeControl has been designed to link to external systems such as HR and Payroll systems or services so your Holiday and time-off data can get to the right place without having to retype.

Powerful reporting and dashboarding
TimeControl’s reporting and dashboarding options lets us show summary and detailed reports for holidays booked, holidays taken as well as any additional time taken.

clip_image003TimeControl Human Resources Solution Portal
To find out more about TimeControl and how it can help with your Human Resources (HR) requirements as well as other business challenges, visit the TimeControl HR Solution Portal at www.timecontrol.com/solutions/hr. You’ll find a webcast, and screen shots and you can even see a webcast of the TimeRequest Wizard in action.

Alternate user, banked time, dashboard, hr timesheets, human resources, time and attendance, timecontrol, TimeControl 6.2, TimeControl Mobile, TimeRequest, Tips, Tips and tricks, vacation, Validation Rules

Manage your vacations with TimeControl

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It’s summer time and the vacation schedules are just about to get underway. Here at HMS we thought it would be a good time to share with you a free guide on how to use TimeControl to better manage vacations in your organization. TimeControl is one of the most recognized timesheet systems for organizations who need a single timesheet interface to fulfill the multiple requirements of payroll, human resources, project management and finance.

vacations webcast 2 We’ve created a free webcast narrated by HMS Software’s President, Chris Vandersluis. It’s only a few minutes long and you can see some key functionality demonstrated that helps organizations manage vacations whether from an end-user or administrator perspective. Included in the webcast are discussions on:

The TimeControl Dashboard
The TimeControl dashboard includes a module by default which shows Vacation, Sick Leave and Personal time banks with indicators of how much time the employee has available in each bank, how much they’ve taken and how much is remaining. Just knowing how much time is left available to them lets employees plan their vacations better.

Managing Banked Time
TimeControl can also control banked time in a number of ways. TimeControl can be configured to accrue vacation as its earned so the bank of time increases each month. You can also track banked overtime if your organization has such a policy and track deposits of overtime into the bank and withdrawals of time off from the bank.

Vacation Approvals with TimeRequest™
TimeControl’s TimeRequest feature let’s the employee request approval for vacation right inside the timesheet itself. Then, once approved, the vacation is automatically inserted into the employee’s future timesheet.

Validation Rules
TimeControl’s Validation Rules let administrators determine what vacation rules are acceptable. You can restrict an employee from taking time that they’re not entitled to or, if you allow it, permitting time to be taken before it’s earned. These business rules have everyone who enters their vacation timesheet already complying with the organization’s policies.

Alternate User Functionality
We’ve thought of supervisors also. After all, managers and supervisors take vacation too! TimeControl’s Alternate User function lets a supervisor delegate their approval responsibilities to someone else while they’re away. (TimeControl still tracks who has actually done the approvals for proper auditing.)

TimeControl Mobile
Finally, if the vacation is going so well that you’d like to keep it going for another week, TimeControl Mobile is a part of every TimeControl implementation. Use your Smartphone to log into TimeControl from wherever you are and add a week’s vacation in your timesheet!

To see the free webcast, visit the TimeControl HR Solutions page at http://www.timecontrol.com/solutions/hr/. The webcast is available in the Webcasts area at the bottom of the page.

autofill, hr timesheets, human resources, time and attendance, timecontrol

TimeControl’s new Timesheet AutoFill

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TimeControl 5.1.5 has a new feature that we think will be a hit with Human Resources Departments. We all know about TimeControl’s strength as a task-based timesheet system and its links to project management but not all personnel in an organization are project personnel. Many organizations use TimeControl to track the entire staff including those employees who only need their time and attendance tracked. For these users we are often asked if timesheets can be added only “by exception”.

By exception timesheet entry means entering a timesheet only when your weekly timesheet won’t be a complete week of working as per your salaried schedule. So, if you have vacation, sick leave, personal time off or some other exception, you’ll enter only those hours. But what about the rest of the hours that make up your complete week? That’s what AutoFill is for.
TimeControl’s Timesheet AutoFill allows an administrator to create or fill-up timesheets for a selected group of employees. It’s not for all staff. The project personnel should be filling out their timesheets with all their hours per task. Timesheet AutoFill is for those people who only need to track time and attendance.

The Timesheet AutoFill command is in the Tools menu and, when selected, lets the Administrator decide whether to Create timesheets, add to existing unposted timesheets or to already posted timesheets. The Administrator uses the options that are appropriate to their timesheet process.

Then they can determine what to fill the timesheet with, a preset list, a list that comes only from the Employee defaults or a list that comes from Employee defaults when available and Administrator selections when not. Finally, the Administrator chooses which group or filtered group of employees to include in the AutoFill and starts the process. A log identifies exactly what timesheet data was added.

We’re conscious of TimeControl’s auditability so, we have, of course identified the hours that have been entered through AutoFill in both the Timesheet Detail and Posted Lines tables.

If you’d like to see the new function in action, take a look at the TimeControl Timesheet AutoFill webcast.

Accounting, ERP, ERP systems, Finance systems, HR, human resources, Payroll, timecontrol, timesheet, timesheet software, Timesheet transfer

Linking TimeControl with other corporate systems

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A question that is asked quite frequently is how to link TimeControl to external corporate systems. Some clients request links to move corporate data into TimeControl, some want to move data from TimeControl to another system.
One type of connection is a transfer of data into the TimeControl tables to create timesheets. Another example would be using a corporate HR system to feed new employee data to TimeControl’s employee table or a work order system to feed tasks and assignments to TimeControl’s charge tables.
It is very common for organizations to wish to transfer time and cost data from TimeControl to a corporate system for Payroll, HR or Financial uses. These links are beyond the connections to project management systems such as MS Project, Deltek or Primavera which are pre-configured in TimeControl.

There are two main methods to set up links to corporate systems. The preferred method depends on the specific requirements:

Batch Transfer:
TimeControl contains an Integration Wizard that allows the client to create a custom import or export batch file in order to link to their corporate systems. The definition of this transfer can include predefined or user-defined fields and data including data that might be required to link to the external application such as employee codes or work order numbers. The resulting file is in a CSV or XML format which allows for connection to a wide variety of applications. The data is exported against a selection filter providing data for a specific period, employee, project, business or other criteria. This is the most common way HMS clients link TimeControl to external systems such as payroll, finance, HR or ERP systems. It is easy to set up and to administer and Finance personnel are usually more comfortable with a transaction file of data that is at arm’s length from the corporate Finance system. This allows the Finance system administrators to use the Finance system’s business rules to check data on its way into their system. TimeControl supports multiple transfer templates to server multiple export requirements. If required, exported data may be batch tracked to avoid inadvertently exporting the same record twice.

This method allows transfer of data to be set up quickly and easily and allows for a final review of the data prior to being imported into the corporate system.

Direct Database Connection:
A more sophisticated connection but less commonly used method is to use direct connections at the data- base level with SQL scripts, stored procedures and triggers. Because the TimeControl data resides on a host client server database, direct data transfers are relatively simple to establish. This type of connection typically provides transparent, real time data synchronization. Setup using this method requires an internal SQL expert or an HMS consultant and the effort may vary from a few days to several weeks, depending on the complexity of the connection that is required.

This method provides a dynamic instant transfer of data which is not always required.

Manipulation of data with SQL Scripts

In some cases TimeControl clients have a requirement to manipulate the raw data that has been captured in TimeControl to support a specific requirement. It is possible to use SQL scripts and stored procedures within the TimeControl data structure to perform calculations, summarizations and other types of data manipulations. The results of this type of calculation are typically written to custom fields or tables within the TimeControl host database. This flexibility allows TimeControl to meet a great variety of client-specific requirements.

An example of this type of data processing would be multi-currency calculations done when there are several currencies in the rate table and where the costs must be reconciled to a single currency for reporting purposes.