Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
Does your organization struggle with time and effort reporting?
Many organizations are required to track employees’ time for various reasons—whether it be to process payroll, allocate costs to projects or grants or facilitate the billing process.
In some cases, the collection of this information adds time and frustration to your staff’s workday. Outdated or lost spreadsheets, incorrect options selected by staff and the inability to self-report make time collection painful for all involved. Add in the rekeying or complicated and error-prone transformations in Excel to move data to other systems and you end up with a disjointed and inaccurate process.
SD inSITE is a secure, online time reporting system designed to collect information from users, providing modules for time, expenses, purchase requisitions, invoice approvals and other company-related information.
If your organization struggles with time and effort reporting, SD inSITE can streamline the process, present appropriate options to your staff using terms they understand and provide insight into effort for staff, supervisors, budget managers, accounting departments and management.
Ease of Use – Employees can report their time from any Internet-connected computer by using a form tailored to your organization’s needs, with terminology your organization understands. Time can be captured based on start/stop times or by users simply entering elapsed time by day to the level of detail necessary. To help eliminate mistakes from information overload and reduce inconsistencies, options can be presented to users based on their job, department or group they are a part of. Using the optional submit process in SD inSITE, employees can both electronically attest to the time entered and notify their supervisor when it’s ready for review.
Integrated Time Off Management – SD inSITE can also help modernize organizations that have a time off request and approval process. SD inSITE’s Time Request module provides users up-to-date balances for available types of leave and allows for electronic time off requests. This process can also facilitate future requests, making sure enough time will be accrued before the request is approved. This process includes out-of-office time requests like jury duty and bereavement and helps track FMLA use and overtime requests.
Streamlined Approval and Reporting – All time requests can notify supervisors to review and approve online, allowing visibility into balances and outstanding and approved requests by other users. Approved time requests can be automatically added to an employee’s timesheet and cross referenced at the end of a pay period.
Data Transformation and Integration – Once the review process has been completed, time can be sent to third party systems as needed. SD inSITE can transform data to meet business needs while maintaining original data entry details. Transformations can be as simple as summarizing data by employee and pay code or as complicated as allocating time off across attributes entered during the time collection process. Once transformed, time can be sent through formatted files or by using available APIs.
At any point during the entry/review/approval process, time can be reported on by individual users, departments, groups of users or filtered based on a variety of options depending on what details are collected.
Budget Management – SD inSITE also has a budget module that allows organizations to set budgets for users as related to the data being captured during time entry. Consider the following scenario: your organization tracks time by person, by day, by project and activity. (Keep in mind, SD inSITE uses your organization’s terms—that’s an important part of the SD inSITE implementation and training). Your funding is all based on the project, and the activity tracks what is being done for the selected project. The list of projects is ever-changing and funding sources are becoming more stringent on the use of their dollars. With that in mind, budgets can be set up in SD inSITE by project, by person to limit access to the project for purpose of time entry and to limit how much time can be entered for a period by person. This allows for more detailed control of what each person enters and how much time is utilized by project overall.
Enhanced Project Tracking – As users enter time, they can see their time balance as compared to their available budget for a given project. Project managers can view time across the project regardless of who entered the time, providing visibility throughout the budget period as opposed to points in time throughout the year. This visibility allows project managers to better track their projects, making sure they are on track in terms of effort spent and required objectives being met.
Combining user-friendly time entry, electronic approval routing, powerful data transformations and simple to use budget tools, SD inSITE enables your organization to spend less effort managing time and more time working on things that keep the business running.
PRIMARY CONTACT: Patrick B. Armknecht CPA, CITP
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
The people. They are very knowledgeable and quick to respond when issues arise. Jim Yard and the staff out of Pittsburg have been very helpful in the areas of IT Auditing, Mortgage Company Operations, and Wealth Management. They are very prompt in returning our calls and providing support when needed.
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
Professionalism and pragmatic
We have been overwhelmingly happy with the people and services that we receive from Schneider Downs. Not everyone understands the nuances of nonprofit finance, but SD does. While we are required to have an audit and to file with the IRS and Commonwealth, we view our relationship with Schneider Downs as more of a partnership. We are constantly bounces our thoughts off of our SD team for agreement and/or guidance so that there are no surprises on either side. The SD team has been great to work with. They are respectful and knowedgeable about our industry/business and we appreciate our relationship.
Variety of services, expertise and customer service.
The people are knowledgeable and care about positively impacting our business.
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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