Category Archives: timecontrol

Line Item Approvals

TimeControl Line Item Approvals, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisIt’s almost never enough to just approve a timesheet based on the total hours in it. If you are in any kind of project or activity-based scenario, you will still need to approve the total time for the timesheet, but you will also want to do approvals for the projects.

We encountered this problem way back in 1983 as we wrote our first timesheet. There were two groups sponsoring the initiative. One was Finance. They needed total hours to be able to properly pay people and both Finance and HR needed to know when people were not working and why, again to determine the payroll properly as well as determine what entitlements like vacation and sick-leave have been taken by each employee. But that was what only the one group needed. Also sitting at the table was the Project Management department. They had a burning need to track not just how much time was being spent each week. They needed to know exactly what it was being spent on. They already had project plans, what they didn’t have was project actuals. They were being asked by management to describe budget vs. actual progress on each project and they simply didn’t have the data.

Easy, right?

It wasn’t actually. It took numerous design sessions where one side of the table or the other was unhappy before we finally realized the crux of the challenge was that we would need both approvals for the whole timesheet totals and separate approvals line by line.
TimeControl Matrix Approvals, Chris Vandersluis, Christopher Vandersluis, Christopher Peter Vandersluis

Ten years later we carried that philosophy into the first commercial release of TimeControl with both organizational approvals and project manager approvals. We also created a whole process to support those functions and called it the Matrix Approval Process for Labor Actuals™. Which is still a core element of TimeControl today. In that process, supervisors approve the whole timesheet and look at attendance and things like personal time off and sick leave. Project Managers get to approve or reject each project task when that task came from a project management system such as Microsoft Project or Primavera.

It was a big success.

As TimeControl matured we were faced with several new challenges. It wasn’t enough to do approvals of each line just for the project managers. Plus, not everyone was using a commercial project management system around which we’d designed the first pass of the Project Manager Validation function. Now we were asked could we also make independent line approvals for billable items, for contractor time vs. salary staff, for time to be exported into HR with approvals of entitlements.

That resulted in the Line Item Approval function. It works just like the Project Manager Validations but is based on an export interface. Let’s say your TimeControl environment has an export for Contractors. The idea is that individual contractors can review and approve the time their people spent on the project on a line-by-line basis. Then, once they get around to invoicing their client, both sides have already approved the time. Think that might not be a big deal? We’ve watched several clients do this and reduce the approval time of contractor invoices from between 90 and 120 days all the way down to 3-5 days. The impact on both the contractor and the client can be profound.

Line Item Approval basically lets us create an unlimited number of task-by-task approval processes all from the same timesheet line. We don’t delete that line (we never do in TimeControl anyway to ensure auditability) but the timesheet can get auditable adjustments if needed or the lines that are deemed unacceptable for that process can simply be put aside during the actual transfer of data for that purpose. Let’s say you’ve created a Line Item Approval for billing and a Billing Manager reviews all the lines that are about to get transferred into the billing system and made into a summary and then an invoice. By rejecting certain lines, perhaps for unbillable work, the Billing Manager effectively removes those hours from the billing transfer and thus the client’s invoice. The hours don’t evaporate from TimeControl, but they won’t ever be transferred to the invoicing system.

We can’t really make a graphic of this process because it’s three-dimensional. But, imagine the matrix grid and then imagine it has a third dimension with as many layers as you need approval processes. Often it’s just another one or two or three. But the effects on the company can be massive.

Think we’re done? Think again.

In the next version of TimeControl we’ll be introducing enhancements to the Line Item Approval (internally we call it LIA) Process and have even gone back to the original Project Manager Validation function to align the functionality of both features. Line Item Approval is already one of the most popular aspects of TimeControl and its flexibility ensures it can adapt to almost every approval requirement.

Auditability, Accountability and Flexibility. It’s a powerful combination.

Find out more about Approvals on the TimeControl.com website at: TimeControl.com/use-cases/matrix-approvals.

The Timesheet Buyer’s Guide is available to all

TimeControl Buyers Guide, TimeControl, TimeControl Industrial, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisOver the years here at HMS we’ve become used to questions about how TimeControl compares to other products.  Our answers are always the same.  We don’t publish those kinds of comparisons. Whatever we would say about another product would be unfair as we aren’t experts in whatever those other products are.  What we’ve done instead is to provide tools for prospective clients to find out what is great about TimeControl and make it easier to compare against other products.

Introduce: The Buyers Guide.

The Timesheet Buyers Guide is hosted on the TimeControl website and contains a wealth of information for anyone looking to buy a project-oriented timesheet system.  There are white papers, factsheets and even calculators that any prospective buyer or subscriber can use to evaluate their own possible choices.  The page is called the Timesheet Buyers Guide, not the TimeControl Buyers Guide deliberately.

For those who say, but what about TimeControl, there are even pre-prepared Excel comparison grids where we’ve already added in the answers for TimeControl or TimeControl Industrial and left a couple of columns blank for prospective clients to do their own research.

It’s better for HMS and for possible clients to get the bulk of their simplest answers quickly and opens the door for us to start talking about how we can use those features to solve real-world business problems once we start talking.

The Timesheet Buyers Guide is available to all without charge or need to register at: buyersguide.timecontrol.com.

A configurable search interface helps set TimeControl apart

Searchable Interface Configuration, TimeControl, TimeControl Industrial, Chris Vandersluis, Christopher Vandersluis, Christopher Peter Vandersluis Many versions of TimeControl ago, we were confronted with a dilemma.

How do we search the TimeControl tables?

TimeControl is architected around many interrelated tables and each of these tables can hold dozens or hundreds of fields.  Some of these fields may be designed for internal system use. Some may contain data.  Some may only contain data if that TimeControl instance has been configured to use those fields.

Presenting a search dialog that would search every single field in every single table was not a solution.  The possible returns for a search inquiry would deliver many, many more possible returns than was useful.  After all, if you’re searching for something, the point is to find it!

So we created the Search Interface Configuration.  It is located in the Maintenance menu of TimeControl and is often set up only during the initial configuration or perhaps from time to time when additional User Defined fields are created and configured.

The configuration is extremely simple.  The Administrator simply selects which fields on a particular table will be ones they want to use for searching.  All the main tables are there to be configured.

Searchable Interface Configuration, TimeControl, TimeControl Industrial, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisThe effects of the configuration are felt in the interface of each table.  On the top left of each screen above the list of table entries, is the “Search” bar.  Entering criteria for the search here will honor all the fields that have been selected in the Search Interface Configuration.  What could be easier?

This structure allows a TimeControl Administrator to have the best of both worlds: a simple interface that any user can take advantage of and at the same time, robust search functionality that can extend to whatever fields are relevant to them.

It’s just another way that TimeControl can be adapted to every client.

Table Templates and Table Validation Rules are huge benefits to TimeControl Administrators

TimeControl Default Template, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisThere are so many ways under the covers that TimeControl saves time and after a couple of versions, we start to think of them as always there and give them too little credit.

A great example is TimeControl Table Templates.

As everyone who has ever administered TimeControl knows, there are a number of tables that make the flexibility of the system so powerful and yet easy for end users.  They include tables for Users, Employees, Projects, Charge Codes, Resources, Rates, Extended Rates, WBS, Assignments, Hierarchies and Assignments as well as Resource Planning.

All the Table interface screens are based on the same navigation structure and look and feel but of course, all of them are different based on their content.  For every table however, you can define a Default Table Template.  The information saved in that template will automatically populate the table for any new record.  That can be a massive time saver for Administrators.

TimeControl Table Templates, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisIt’s a simple feature to use, create a new record, add only the data that you’d like to automatically appear and then under the More… Menu, click save as Default.  If you already have a Default Template you can edit it from that same menu.  So, let’s say as an Administrator you’ll be working on the North American Employee table all day today.   It would be handy to pre-populate the user defined fields for location and office and anything else specific to the North American employees so you don’t either forget it or mis-enter it.  That can come automatically out of the Default Template.  Perhaps tomorrow you’ll be working on the European Employee Table.  No problem, just edit the Default Template to change the user defined fields to the European standard values and save that.  Now, the default fields will be automatically populated in that way.

This isn’t the only time saving and quality checking method in Tables.  Table Validation Rules can also check for things you’ve set up.  For example, let’s say you have a User Defined field for Employee Type and when you select “Contractor” you want to be certain that the Contractor Name field is populate with one of the possible selections.  But, if the Employee Type field is “Salaried” then you want to be certain that the Contractor Name field is empty.  This is an easy Table Validation to create and will help ensure the quality of your table data.

These features are all explained in TimeControl’s Reference Manual.

Wait. TimeControl has GANTT Charts?

TimeControl GANTT, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisIt’s not really news.  TimeControl has had a GANTT / Barchart view as part of the product for many years.

In fact, there are a couple of places to see a barchart view in TimeControl.  The most available is often from each users MyAccount area where they can see their own tasks in either a Calendar or Barchart (GANTT) view.  For TimeControl users who have been given access to the Reports / GANTT view, they can view a barchart of their any charges they have been given access to.

For TimeControl Online users who have access to TimeControl Project, there are much more extensive methods of seeing a GANTT of either charge codes or Tasks.  In the case of tasks, there are easy to use drag and drop options to add, move, delete or edit tasks right in the barchart.  For charge codes, that’s a bit more restrictive as the charge code values for example the start and stop times might be critical to numerous other processes for both Project Management and Finance. The data is still viewable but changing the key data is controlled more stringently for Charge-Code lines than for Task lines.

There are numerous options for display including adjusting the visible fields, adjusting the scale and filtering of course but there’s even more.  The GANTT view includes an optional resource capacity heat map as displayed above.

A barchart view is only one way to look at data and, the more activities there are on the screen, the less productive this type of display is.  But that’s only one of the many ways TimeControl and TimeControl Project can display this kind of information and where the volume of data is appropriate, it can be the best graphical view possible.

If you’re interested in more project type views or in what TimeControl Project adds to TimeControl, see project.timecontrol.com.

The HMS and TimeControl website design philosophy

Website philosophy, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisThe TimeControl website follows an educational and information sharing philosophy.  That’s not an accident.  To talk about how and why we follow that model, we have to look back at HMS Software’s history of publishing our information on the World Wide Web.  HMS’s creation predates the Web which came along a good 6 years after our founding.  HMS Software’s original website is one of the oldest websites in the world, dating back to the early 1990s.  For those who keep track of such things, the HMS site was in the first 7,000 or so sites added (manually) to the old Yahoo website directory during its first year.  To put that in context, that’s before Google and at its peak, Yahoo was adding thousands of directory listings per day.

The Yahoo directory was shut down some 10 years ago from this writing.

All websites were educational or information sharing sites at the time.  And the HMS website along with the TimeControl website which followed closely behind, were no different.

With the web extending and the types of sites taking advantage of the capabilities of web development tools, a new type of philosophy became the go-to for people like ourselves in the software publishing industry: The Landing Page.

In this model, users were directed to a starting page where, in order to move forward, they would have to give up some identifying information such as a name, an email address, or a company name.  Some such sites were more intrusive than others where they would check to see if you were using a generic email account such as gmail.com or hotmail.com or outlook.com and would insist that if you wanted to get to the “good stuff”, you use a corporate email.

Here at HMS, we’ve never been comfortable with that whole concept.  I remember visiting a website of a vendor once and, before I had even entered my name, email or phone number, my phone rang right beside me on my desk.  “Hello?” I answered.  “Hi!” said a bright cheery salesperson.  “I see you’re browsing our website and I wanted to see how I could help!”  That was so unnerving that I told the cheery fellow to please never call me again and hung up.  Thinking on it later, I could see the technology the company used to get my name, and contact information from just visiting the site but the experience was so intrusive, that it felt creepy and stalkerish.  I never visited that vendor again but I also made a pledge that HMS would never, ever do the same.

So, the TimeControl and HMS websites are almost all completely open.  There are some exceptions.  There is a closed client-section where we ask for an email ID and to get access to the free trial site of TimeControl, we ask for an email ID.

All our white papers, brochures, solution pages, testimonials, most of our webcast videos and all client case studies and so, so much more are simply open.  How that impacts HMS is that people are welcome to come in and look around and read or watch whatever they want.  As a result, when prospective clients do contact us, they are often already very well informed and our sales cycle from that point moves quickly.  It also means that if TimeControl is not for a particular opportunity, the client can figure that out without having to run a gauntlet of eager salespeople.

I’ve often been asked if I’m worried about our competitors finding out too much about our products and capabilities and how we should make sure all that remains secret.  We’re not worried.  HMS advances its products and capabilities constantly.  If our competitors think they can catch up, they’re welcome to read along like everyone else.  What they’ll never have is the team of people who know the concepts behind project flow and multi-function timesheet systems that TimeControl has.

Interestingly, recent discussions on the future of the web have shown we’re not the only ones highly irritated by “Identification Walls” on a website.  The new philosophy of people in this industry seems to be to shift to what we’ve done since the early 1990s and making sites more informational and educational.  I wish them all good luck in catching up.

We’ve received an amazing Testimonial Letter from RECL

RECL, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisWe’re always happy to hear from our clients but when one of them writes a testimonial letter explaining how TimeControl has made a difference in their organization, it makes everyone at HMS delighted.  This week we are proud to showcase the Ron Eastern Construction Ltd. (RECL) whose president, Bruce Thomas sent us a much-appreciated letter.  Bruce explains how pleased they are that they transitioned from an Excel-based timesheet to TimeControl.  You can read the letter in its entirety on the TimeControl website at: TimeControl.com/why-timecontrol/testimonials/recl.

We thank Bruce and his entire team at RECL for trusting TimeControl and making us their partners for this initiative.

TimeControl Online includes an optional Sandbox!

One option that almost all TimeControl Online subscribers opt for is a TimeControl Sandbox.  This service is tied to your production instance of TimeControl but is a completely separate instance of TimeControl operating on the same server.  The parallel service allows administrators to replicate the production database and test new reports, modifications, Validation Rules, Accruals Rules Links and more in a way that will not interrupt the production usage of TimeControl Online, TimeControl Industrial Online or TimeControl Project.  The cost is a fixed amount per year and is associated to the subscription.

The cost is a small fixed price per year regardless of the number of users on your TimeControl Online subscription.

Here’s how it works

TimeControl Sandbox Restore screen, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisThe sandbox instance is logged into separately and has its own URL.  Once in the instance as the administrator, you go to Maintenance/System and you’ll see a button called “Restore from Production” that isn’t visible from a non-sandbox TimeControl.

Clicking on “Restore from Production” will move all production data into the Sandbox and will turn off any scheduled services.  Now you have a current copy of the production data on which to experiment.  If you make a mess, not to worry, you can redo the Restore from Production whenever you want.

Here are some notes to be aware of:

  • You can never restore the Sandbox database back into the Production database. This prevents any possibility of damaging the production database.
  • If you are satisfied with the new Filter, Report, Validation Rule, etc, that you have created in the Sandbox, you can move those items into the Production system with the Export Packages function.  Then use the Import Packages function in the Production system to imports those items.
  • The Scheduling Service in the Sandbox is automatically turned off at the server level. This prevents any unexpected transfers, emails or other schedulable services from occurring and avoids pushing data twice to corporate, or project systems.

The TimeControl Sandbox is available as an option for all TimeControl Online, TimeControl Industrial Online and TimeControl Project subscriptions and can be added to an existing subscription at any time.  To find out more or to inquire about pricing, contact HMS at TimeControl.com/contact or email info@hms.ca.

Microsoft / HMS Software relationship turns 29!

Microsoft Partner Network, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisMicrosoft has renewed HMS Software’s membership in the Microsoft Partner Network for a 29th remarkable year.

The Microsoft partner system has changed names and directions in those 29 years but the work between HMS and Microsoft has been a constant.

HMS started its formal relationship with Microsoft as a solutions partner in 1995 and our primary objective was to integrate then new TimeControl system with Microsoft Project.  We integrated with Project version 4 and the just-released Project 95

“In 1995 it seemed like such a simple conversation,” explained our president, Chris Vandersluis.  “We would move data in and out of Microsoft Project and Microsoft could point to TimeControl if ever a prospective client asked where to find the timesheet. We quickly discovered that the integration required a more intimate understanding of how Microosft Project processes progress.  Given HMS Software’s history with project management software, that was right up our alley.”

Over the years HMS has adapted our relationship to keep up with so much more than one product link.

TimeControl can be tied to Microsoft 365, SQL Server, Azure 365 Active Directory, Microsoft Teams, SharePoint, Microsoft Dynamics, and of course, Microsoft Project, Project Online, and Project for the Web.  The ongoing relationships with Microsoft is at multiple levels both for business and on the technical side.  As Microsoft Project and other elements of Microsoft technology evolve, TimeControl is adapted to include them.

Microsoft technology is used to deliver TimeControl Online, HMS Software’s in-the-cloud subscription timesheet service and TimeControl on-premise.  Other technologies used can vary from client to client. Windows Server is the platform for the server and some clients will combine the TimeControl Online service with Microsoft Project, Microsoft 365, SharePoint, Teams, or Dynamics.

Using HMS Software’s TimeControl either in the cloud or on premise with Microsoft technologies allows clients to enhance their business processes to comply with numerous timesheet requirements such as simultaneous project tracking, billing, HR management, payroll, job costing and auditable governance such as R&D tax credits, DCAA or Sarbanes-Oxley requirements.

To help find HMS Software resources on the many different Microsoft technologies TimeControl interacts with, HMS has a free resources portal .  The portal includes numerous resources including white papers, webcasts, PowerPoint presentations and more.  The TimeControl Microsoft Technology Portal can be found at: Microsoft.TimeControl.com.

Accrual Use Cases

TimeControl Banked Vacation, Chris Vandersluis, Christopher Vandersluis, Christopher Peter VandersluisWe don’t talk often about the Accruals module in TimeControl since almost all of its work is in the background, yet it is one of the most popular features of the product.  Like everything in TimeControl, Accruals is incredible flexible so, rather than look at a whole list of how it works, let’s talk instead about a few example use cases of where you might want to use it.  There are 4 categories of Accrual Rules that you can create in TimeControl, and you can have as many rules as you wish.  An Accrual Rule can apply to all employees or only certain employees.  The four categories are:

  1. A rule based on the calendar and on a static value
  2. A rule based on the calendar but calculated on values in the timesheet
  3. A rule based on the Rate code
  4. A rule based on the values in the hours on the timesheet

The possible uses of these four categories is vast and we’ve seen some clients use them in highly innovative ways that we wouldn’t have ever thought of when we created the product.  Let’s consider a couple of real-life use-case challenges:

Earning Vacation every month

Let’s say your organization lets you earn your vacation on a monthly basis.  If, for example, you get 3 weeks of vacation a year, then every month you’ll earn 1/12 of those 15 days.  That works out to 1.25 days per month.  Simple enough.  In TimeControl, you’d make an Accrual Rule based on the calendar and a simple numerical calculation.  TimeControl would trigger the value on the last day of every month and then you would add 1.25 days to the Employee Field you have defined for Vacation.   If you do something similar for sick leave, you can do the same thing in a second rule.  Let’s say you get 6 days of sick leave per year.  Each month, you’d earn ½ a day of sick leave.  Once you’ve set this rule up, there’s nothing else to do about it.  It will continue on forever for any active employee.  If you have different rules for employees in different categories or different locations, you can create the rule multiple times and associate it to a filter of employees

What about taking vacation that an employee has earned.  Simple again. You create a charge code, let’s call it “Paid vacation” and in the Charge Code table, let’s flag that code against the same field we talked about above for vacation.  Now TimeControl will reduce the amount in that bank of time by the amount taken on a timesheet as it’s posted.

Once this process is established, it rarely needs to be touched again.  Hours will be earned and go into the bank, hours will be spent and taken out of the bank all in the background.  You can create validation rules that checks that people have enough hours in their vacation bank to ensure that everything stays within your policies for time off.

Banked Overtime

Let’s turn to another common business challenge.  Your organization allows employees to earn overtime but rather than pay that overtime out immediately, the company allows the employee to bank the overtime for use as vacation time later.  This is a very popular process.  Sometimes the time is banked at 100% of the overtime worked, sometimes it is at 150% or some other percentage.  In some cases, employees elect not to bank the overtime but would prefer that it appear on their pay.  All of this is accomplishable in TimeControl with a combination or Rate/Charge code combinations and Accrual Module rules.

In the Rate table, we make a rate code for banking the time.  Let’s call it “Bank-in. In the Accrual module, we make a rule that says “When you see “Bank-in”, put those hours at the defined percentage into one of the banks defined by in the Employee Table.  Now, when the timesheet is posted, the appropriate number of hours are added to that bank.

To take time out of the bank, we use the same process.  We name a rate field “Bank-out” and a vacation code called “Vacation from Bank” then someone can take vacation using the Bank-out rate and that will remove those hours from the bank associated to that charge in the Charge Table.

Employees can always see where their banked time is in reports and views right inside TimeControl.  TimeControl’s security never lets someone look at data they don’t have the rights to, so these views are often put right on the TimeControl dashboard.  A more detailed dynamic view is in the reporting area where employees can self-serve their banked and earned time in a view that shows every transaction in and out of the bank.

Special Condition Bonuses

We’ve had requests for things that don’t sound at all like vacation that are easily handled in the Accruals module.  Let’s say that sometimes an employee will have to do something out of the ordinary.  Perhaps it is climbing with special equipment or descending into a tunnel or diving underwater.  In those circumstances, the agreement from the company is to pay a particular type of bonus.  This might be an amount of money or might be something unusual such as replacement equipment or clothing if the employee worked in a haz-mat situation. The Accruals module can identify these kinds of conditions in the timesheet with a Rate code or Charge code condition and then create a specific entry in a banked field defined in the Employee table.  This would allow the specific bonus or money to be flagged by payroll or HR or whoever would be responsible for such bonuses.

Banking Personal Time Off for part-timers

We’ve talked about earning vacation and sick leave for salaried people but what about people who work irregular hours.  Can TimeControl calculate how much Personal Time Off (PTO) should be earned by a part-time or irregularly scheduled employee?  Of course.  The TimeControl Accruals Module would make a rule based on the values in the hours on the timesheet.  Let’s say that part-timers earn time off at the same 3 weeks a year rate we talked about earlier.  That’s a 15% earning rate.  Easy to calculate.  For every 100 hours worked, you’ve earned 15 hours of PTO.  These hours would be banked into either the bank defined as the regular vacation field or into a unique bank for PTO.  Then paid time off could be taken against that bank.

But of course, that’s not all

That’s just 4 possible use-case scenarios of the Accruals Module.  Combinations of flexible charge codes, flexible rates, the Accruals Module and other TimeControl functionality allows a virtually limitless number of business challenges to be modeled in the system.

With the flexibility of TimeControl underlying every feature we write, it only makes sense that you’ll find it in these human resources types of challenges too.

You can find out more about the Accruals Module at: www.timecontrol.com/features/accruals.  You can find out more about HR business challenges including an example of a detailed Banks report at: www.timecontrol.com/use-cases/human-resources.  If you’ve got a particular business challenge you’re wondering if TimeControl can handle, let us know what it is at: www.timecontrol.com/contact.