Tag Archives: TimeControl

HMS Software’s timesheet best-practices portal

Did you know that HMS maintains a portal for timesheet best practices?  It’s true.  The TimeControl website has had a section dedicated to best practices for years and updates it on a regular basis.  In fact, the TimeControl website has a number of resource areas that may be of interest:

TimeControl Best Practices

This is not a list of features of TimeControl but rather how organizations, executives and individuals can get the most out of a timesheet system.  The portal is divided into those categories and each section includes resources that are targeted for that particular perspective.  In the Organization section, for example, there is an empty process guide template in Word that can be adopted to document timesheet practices on a per week, per month or per incident basis.  In the Individual’s section, you’ll find a webcast on how to get in and out of your timesheet as efficiently as possible.

The Best Practices portal is free and can be found at: TimeControl.com/resources/best-practices/organizations.

Use-Case Library

Aside from the Best Practices Portal, HMS also maintains numerous other free resources that can be of interest to those using TimeControl.  These include the Use-Case solutions area with the most common business challenges TimeControl solves.  Users can review the multiple use-cases at: www.timecontrol.com/use-cases

Resources Library

In addition to the many use-cases for TimeControl, additional resources can be found in the Resources section and the Support section including a bank of Frequently Asked Questions, webcasts, white papers, slides and factsheets.

Visit the Best Practices area of the TimeControl website and the Resources area for more information.

 

Integrating corporate systems in a mixed IT Environment

Many clients ask us how TimeControl can adapt to their changing IT environments.  It wasn’t so long ago that every mid to large-sized firm would have its corporate systems located on servers on-premise, inside their facility with databases, applications and networking all handled internally.  Advances in the stability, performance and security of Infrastructure in the cloud services from major vendors like Amazon, Oracle and Microsoft have shifted the computing load of many organizations to cloud providers.

One of the key advantages of having all your corporate systems on-premise is that integration between them can happen in the background at a database level.  Even if the ties between tools are done as an import/export of transaction files, having everything on the same servers makes that a little bit easier.

With the move of systems to the cloud, internal IT personnel are confronted with the question of, “How will our systems integrate?”  The most common environment is one where there are still some organizational systems working internally on premise, some systems which are subscribed to as a service and some systems which are hosted on external cloud servers in what is commonly known as a “private cloud”.  We think of these mixed environments as “hybrid”.  And, if that’s not enough, corporate environments are changing at a faster and faster pace.  The impact of the pandemic has had many IT departments reaching out to see how they can leverage cloud computing to better server their workers who are no longer co-located.

At HMS we are asked how to support these kinds of shifting environments all the time.  The short answer to the question, “Can we integrate our hybrid systems with TimeControl is, “Yes”.  But given that’s not too useful, here are some basic points to understand about why we say so:

Both on-premise and in-the-cloud

TimeControl started as a on-premise solution back in 1994.  There were no cloud computing offerings then.  In 2011, we released the TimeControl Online subscription service in the cloud.  That service has continued and expanded since that time.  To this day, TimeControl is still offered for on-premise and in-the-cloud use and our understanding of both environments makes us particularly well suited to help integration in a mixed hybrid environment.

One Code-base

One decision we made early on was that we would maintain a single code base for both TimeControl Online and TimeControl on-premise.  This would ensure that any features or improvements we made for one environment would work for the other.  That kept a sharp focus on being able to support not just TimeControl but anything linked to it no matter what environment it was in.

Many ways to integrate

As part of creating the TimeControl Online service, we had to look at how we would continue to empower the integration abilities of TimeControl.  One method we’d used sometimes in the past to integrate two systems was database-to-database.  That was clearly not going to be available in the online service.  So we worked on expanding one existing method and adding another.

Scheduled Imports and Exports

We extended existing functionality in TimeControl for importing and exporting transaction files in several ways.

First, we made the imports and exports scheduleable so they could happen automatically in the background.  With corporate systems like ERP environments, there was an overwhelming desire to not push data programmatically into the Finance system but rather to deliver a properly formatted set of data to be imported by the ERP tools.  That left CFOs more confident that their ERP tool had validated the data with whatever rules had been established for the organization.

Second, we made it possible for imports and exports of those transaction files to support FTP connections, so the resulting files didn’t have to be on a network server that TimeControl had access to but could rather work through encrypted FTP protocols to move data to and from servers that were under the control of the client whether they were on-premise or private cloud.

Application Programming Interface (API)

The ultimate tool in integrating seamlessly in the background of TimeControl is our RESTful API.  This bi-directional programming interface allows data to be pulled from TimeControl for use by other tools and allows data to be pushed from corporate systems like HR, Payroll, Finance, Cost control to populate the data that TimeControl needs for users to function.  The API is extensive and can interface with other tools whether they are database-based or API’s themselves or middleware environments that are used to tie multiple systems together.

If you’d like to find out more about TimeControl’s flexible architecture and support for your own IT environment, visit: TimeControl.com/features/flexibility or contact HMS to talk to a product specialist at info@hms.ca.

 

Track Expense Reports, Freeform Notes along with hours in a TimeControl timesheet

We tend to talk a lot about timesheet entries and timesheet hours in TimeControl along with anything associated to them like project and billing values but there are many more options to data entry in the system.

Expense Reports

Associated to any timesheet line item, you can add an unlimited number of expense report items.  Each expense report is linked to a resource code and allow for a value, currency type, two taxes and more.  With each expense item, you can add an unlimited number of attachment files.  These can be something like a scanned receipt in PDF format or almost anything else.  The exact list of acceptable file types is managed by the Administrator.  If you’re using the free TimeControl Mobile App, you could, for example, attach a photograph from the camera or photo library.  This can mean you can easily associate a picture from the field to a given timesheet.

Freeform notes

You can add freeform notes either to the timesheet itself or to each line item.  Because TimeControl supports having the same charge code multiple times, you could even have different notes for each day of a particular task.  If you have optionally turned on the notes icon on the timesheet line, you will see it filled in if there are notes on that line.  Entering these freeform notes is also supported in the free TimeControl Mobile App.

Project Progress

This has been part of TimeControl from the very start.  You can enter the estimate to complete for each task or just mark it complete.  In the activity tab you can also enter the task completion if there are multiple resources on the same task. Entering project progress is also supported in the free TimeControl Mobile App.

Material Consumption, Equipment Usage and Production Accomplished

If you are using TimeControl Industrial, the Material Entry screen allows you to enter several kinds of non-labor entries including the Material Consumed, the Usage of Equipment and even how much production was accomplished.  These entries can be done with a timesheet creating a LEMS (Labor/Equipment/Materials) entry or they can be added in their own entry screen and approved separately.  The free TimeControl Mobile App supports these features as well.

Find out more about Materials entry at: industrial.timecontrol.com/features/material-entry.

You can see a lesson in Expenses in the Online Lessons area:

TimeControl.com/resources/online-training/timecontrol-8.   

 

TimeControl maintains a Frequently Asked Questions (FAQ) Index

Saving answers to our Frequently asked Questions save our technical and sales people a lot of time.  When we get questions over and over we try to have an answer appear either on the TimeControl Blog, the Solutions Area of TimeControl.com or in Frequently asked questions.  The best plan is often just to do a search of your question on both the blog and the website.

This week a frequently asked question was answered about where notes can be added in TimeControl.

You can, of course, add notes in TimeControl and not only can you add notes to the timesheet, you can add them to each line of the timesheet and to each expense item and to tables throughout the application.

You can see the complete index of TimeControl FAQs at: TimeControl.com/support/faq.

TimeControl Online enjoys its 9th anniversary!

With quite a busy August here at HMS we completely forgot an important anniversary.  TimeControl Online, our Timesheet Software as a Service in the cloud was launched in August of 2011.  It became an instant hit and is now used by organizations around the world.  Tens of thousands of users are on the TimeControl Online platform.  Subscriptions of the online service now eclipses on-premise sales and that has only accelerated this year. We’ve been fortunate to enjoy a 99.9% uptime performance over the 9 years of TimeControl Online’s life and we continue to focus new efforts on features, performance and capabilities of the online system.

We’ll make a much bigger celebration for the 10th anniversary next year but for now we thank all our TimeControl Online clients, some of whom have been subscribers since the first release!

For more information on TimeControl Online, visit TimeControl.com/features/timecontrol-online.

TimeControl Flexibility lets you actually add functions to the menu

TimeControl is known in the industry as the most flexible timesheet available and that’s true in so many ways.  The ability to add extra fields or validation rules or make the display of the timesheet vary depending on your role are all remarkable features.

But did you know that you can even add functions to the timesheet?

It’s true.

In the Maintenance area of the TimeControl Menu the Edit Menu function allows you to add a completely new function.  This is often used by our own staff to add extra documentation to a client’s menu with a PDF or other file that is specific to the client.

But you can add anything you have a URL for.  As an example, we’ve created an Online Lesson in the TimeControl Online Lessons area that shows how to add Online Lessons to the Help menu!

Once a menu item is added, it becomes part of the TimeControl structure and is controllable in the Security Profiles area just like any other menu function.  And when TimeControl is upgraded, these menu items will upgrade automatically at the same time.

It’s just one more way that TimeControl is adapting to how you want to function.

Why are there so many types of timesheets?

TooManyChoices_300x300If you do an Internet search for the word “timesheet” you’re going to find hundreds of thousands of timesheets.  That makes the search essentially useless.  If you start looking at what you might need in a timesheet you’re still going to find hundreds of options.  Why does the market support so many different timesheets?  Are they all the same?

They’re not.

One of the reasons so many timesheet systems survive in the market is that many of them are targeted at specific uses.  By far the most popular timesheet type is for time and attendance.  This tracks how much time each employee spends at the office and, if they’re absent, why.  This allows payroll to be calculated and for the HR department, allows banks of vacation, sick leave and time off to be update.

The next most popular type is almost certainly time and billing.  Popular with professionals like accountants, lawyer, engineers and consultants, time and billing timesheets need to track the company name for which work was done, the rate at which time was billed and enough description to justify the invoice later.

Project manager systems also have timesheets, they are designed to update the actual time spent against planned tasks.

And there are other timesheets for other purposes such as government programs that require particular kinds of timesheet reporting to be compliant.

The challenge with so many types of timesheet systems is that different parts of an organization can end up selecting something very different to meet their particular needs.  That can result in deploying multiple timesheets in the same place and in a worst-case situation, employees might have to fill in one, two or even more timesheets to complete their week.

We’ve recently updated our webcast and produced both a white paper and presentation on this phenomena and how TimeControl can be used to overcome the multiple timesheet challenge.

You’ll find the webcast at: TimeControl.com/resources/webcasts.
The White paper is at: TimeControl.com/resources/whitepapers.
And the Presentation can be found at: TimeControl.com/resources/presentations.

Managing what isn’t there – missing timesheets

Nerd_Lost_iStock-906654482_300x200.jpgOn a Monday morning, sometimes the tougest thing to deal with is what isn’t there at all.  Anyone who has ever been a supervisor, timesheet administrator or team leader knows that the most challenging thing on a Monday morning can be locating and managing any missing timesheets.

TimeControl has features and functions to deal with missing timesheets and we’ve just released a new White Paper to help you navigate your many options.  The white paper is organized into three sections:

1. Avoiding Missing Timesheets

That should be the first step of course.  If we didn’t have any missing timesheets we wouldn’t need to manage them!  This section looks at Reminder Emails, TimeControl Reminders, Notifications of Missing Timesheets, Validation Rules and Individual’s Dashboards among other features.

2. Locating Missing Timesheets

If timesheets still turn up missing, TimeControl has numerous methods of locating them and informing users that they’re missing.  This section covers the Missing Timesheet Notifications, Missing Timesheet Reports, Supervisor Dashboards and how to be notified once the missing timesheets are on the way.

3. Managing Missing Timesheets

Timesheets can be missing for many reasons and depending on the cause and the particular situation, TimeControl has tools for managing the timesheets and ensure they get created or completed and released to the appropriate authority.  This section covers Alternate Users and the Change Timesheet Ownership tools.

The White Paper: Managing what you can’t See.  How to manage missing timesheets with TimeControl is available now on the White Paper page of the TimeControl website.

For a complete list of TimeControl White Papers, visit: TimeControl.com/resources/whitepapers.

What do the version numbers mean?

We’re often asked what the significance of our version numbers are and how often we release a new update, upgrade or version.  Here is an extract from the TimeControl Installation Guide explaining our 4-part version number:

HMS releases updates to TimeControl in three different levels:

Updates

An update to TimeControl is identified by the 3rd level of the version number.  For example, in version 8.0.1, “1” would be an update.  An update to TimeControl includes fixes to existing functionality and while it may have small additions to the data structure it has no changes to the existing data structure.  An update may include minor enhancements to existing functionality and, less typically, new functionality.

Upgrades

An upgrade to TimeControl is identified by the 2nd level of the version number.  For example, in version 8.1.0, “1” would be an upgrade.  An upgrade to TimeControl may fix existing functionality and will contain enhancements to existing functionality as well as new functionality.  An upgrade may include some changes to existing data structures as well as additional data structure elements.

Versions

A new version of TimeControl is identified by the 1st level of the version number.  For example, in version 8.0.0, “8” would be a new version.  A new version of TimeControl represents a change in the underlying architecture.  This may mean a change or an increase in the types of platforms supported, in the technology layers such as database connections or communications protocol and in the fundamental interface design and architecture.  A new version typically includes new functionality and enhanced or changed existing functionality.  In some cases, functionality in a new version is deprecated.  Data structures may undergo significant change in a new version compared to an old version.

Build

In addition to new updates and upgrades, you may find a 4th digit in your version.  For example, in version 8.0.1.4, “4” would be a new version.  This is a “Build” number and this may change over time.  A new build is usually made when we identify a hotfix that is required but only for a limited circumstance so a complete new Update isn’t required.

Where to find your version number

Click on your profile logo at the top right of the screen and select “Support Info”.  You’ll see a screen like the one here.  The version numbers is in the Web Information area.  You can see the version is 8.0.1.0.  That’s Version 8, Upgrade 0, Update 1 and build 0.  You can ignore the “a” as this is sometimes used for internal systems.

Thinking of migrating from TimeControl on-premise to TimeControl Online in the Cloud?

Since its first release in 2011, our TimeControl subscription service in the Cloud, TimeControl Online has been accompanied by a process for existing TimeControl on-premise clients to migrate to the online service.LIA_1_300x192

TimeControl is available both as a purchasable license for installation on your premises or as a subscription service.  The product is identical in both scenarios and, in fact, comes from the same code-base so any fixes or enhancements done by the HMS Software development team become available to both products right away.

The TimeControl Crossover Program provides a credit to an existing TimeControl on-premise client when they want to migrate to the in-the-cloud version.  The credit is based on the number of licenses, the original purchase price of TimeControl and the date when you last renewed your TimeControl Support contract.  In many cases, the credit is substantial and is applied to your first year’s subscription costs of TimeControl Online.

Once you are using TimeControl Online, HMS takes responsibility for maintaining the environment.  We manage the servers, the databases, backups, the web server, automatic upgrades to the latest TimeControl version, malware management and 24×7 monitoring of the environment.   All you have to do is login and continue using TimeControl.  All your familiar data is ready and you will be able to continue to enjoy your integrations with Project Management tools and your Finance systems.

The process for migrating to TimeControl Online is well established by our technical staff.  First, you need to be upgraded to the latest version of TimeControl.  This can be done on your own or you can have HMS assist you with the upgrade.  Once the data is on the same version as TimeControl Online, HMS takes a backup of your data and translates it into the data format used by TimeControl Online.  Then that data is uploaded by HMS to your TimeControl Online environment and all you have to do is log in.

All your data, reports, filters, validation rules, dashboards, login information is all transferred and is immediately available to you online.  TimeControl Online is already set up to use the free TimeControl Mobile App so if you’ve been waiting to set that up, you are ready to go there too!

One option is to have HMS do the upgrade and data transfer simultaneously as that can be done quite quickly.

If you have made more extensive integrations directly to your TimeControl on premise database or you have made other customizations for things like authentication, then you can speak to the TimeControl technical staff to see how this functionality can be replicated in the TimeControl Online environment.

If you are interested in taking advantage of the TimeControl Crossover Program or in finding out the advantages of using TimeControl Online, please contact us at: https://www.timecontrol.com/contact or by email at info@hms.ca.

For more information on TimeControl Online, visit TimeControl.com/features/timecontrol-online.