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 Outdated or lost spreadsheets, incorrect options selected by staff and the inability to self-report make time collection painful for all involved.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
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