Throughout numerous conversations and in-person interactions with customers, I’ve discovered that some Workforce Ready users are not yet making the most of key time-saving Time and Labor Management (TLM) features. So, I’d like to share some scenarios explaining my favorite features available in the TLM module and how to leverage them for even more value. 


WFR Question MarkFor more information about each of the features described, click the blue question mark icon in the upper right-hand corner of your Workforce Ready solution. This will take you to Workforce Ready online documentation. Search for the terms marked with an asterisk at the end of each section. 

 

1)     Timesheet Change Requests

Jenny Employee typically arrives to work at 9:00 a.m., punches in, and begins working. But on Wednesday, she goes straight to the conference room for a meeting, hence not clocking in upon arrival. Once at her workstation, Jenny punches in (could be from her mobile device, on a PC, or at the InTouch clock), but her punch shows 10:25 a.m. Allowing Jenny to make a Timesheet Change Request enables her to put in a request to “change” the timesheet entry for this date. This feature is typically used when a company does not allow end-users (employees) to edit timesheets but still wants to encourage employees to be responsible for them. Once approved, the time is automatically adjusted on the timesheet. No need for manager edits!

**Search the following terms in online documentation to learn more: Timesheet Profiles - Change Requests Employees Can Perform

 

2)    Real-Time Job Costing 

A manufacturing plant has “line” workers who transfer from line to line throughout the day working on different products. At the end of the week, the finance department splits the hours for accounting purposes. Not only does this require extra time and effort on the part of various departments, but the likelihood of inaccuracies is great.  

Cost Centers – whether plant “lines”, jobs, tasks, departments, locations or any other name – are an excellent way to allocate time accurately, in real-time. You can customize the Change Cost Center “button” in Workforce Ready with an appropriate label and use it from any Workforce Ready enabled device. This is a super quick and simple way to accurately allocate time at the point of entry.

**Search the following terms in online documentation to learn more: Timesheet Profiles Time, Entry Collected Data, Time Allocation Within Cost Centers

 

5 Time and Labor Features All Workforce Ready Customers Should Know About

 

3)     Timesheet Submission

Joe Manager is reviewing timesheets at the end of a stressful week. He is responsible for 10 employees, and of the 10 timesheets for the week, it appears eight have missing or incomplete punches. He now needs to track down these employees to correct their time for payroll.

By implementing timesheet submission and empowering employees to check for inaccuracies, timesheets will arrive to managers complete and mostly accurate! This saves managers time on the receiving end and affords employees the opportunity and responsibility to ensure the timesheet is accurate. And yes, there is a full audit showing the timesheet approval actions, including the submission. 

Oh, and as a bonus, you can add a customizable disclaimer to appear on the screen at the time of submission!  

**Search the following terms in online documentation to learn more: Timesheet Profiles Employee Policies

 

4)    Timesheet Rules 

Jenny Employee is required to review her timesheet and submit it for approval at the end of the week (see #3). Come Friday, she submits the timesheet but never makes that Timesheet Change Request (see #1) from earlier in the week.  

Joe is thrilled the week is ending and quickly goes to approve Jenny’s submitted timesheet. But he is alerted that something isn’t right with Jenny’s hours.

STOP – Warning: Wednesday’s Hours are less than Jenny’s “Standard.”

With over 100 rules available for configuration, pop-up messages can alert users to exceptions.  In this scenario, management could have a “Warning” or “Error” message set to let Joe know that Jenny worked less than her standard hours in a day or in a week. 

**Search the following terms in online documentation to learn more: Timesheet Profile Rules

 

5)     Time Off Requests/ Days Profile 

Lynn, in Human Resources, has been using Workforce Ready for over a year now and has become quite the reporting expert. She’s reviewing the new dashboards she built (using the new user experience interface!) and her pie chart shows that 10 percent of employees in the retail store are scheduled to have the day off the Friday before Labor Day. This is concerning, as she knows it’s a super busy time for the store. Lynn ponders how to avoid additional employees from requesting this day off. She can apply a Days Profile to the Time Off Request Profile!  

The Days Profile allows users to define a day or set of days and then apply those days to rules elsewhere. In this situation, Lynn simply needs to define August 30th as a Days Profile. Then, in the Time Off Request Profile of the Timesheet settings, she can assign the “Days Block Profile.”  By disallowing the “Employee Can Request Block Days” setting, no more employees will request time off for August 30th.  

**Search the following terms in online documentation to learn more: Time Off Request Profile Settings 

 

Activating the above features is sure to produce many positive benefits for your organization with very limited effort on your part. The purpose and benefit of the robust TLM module is to provide organizations the ability to define processes to streamline data collection, review, and approval in the most efficient manner possible. Activating these simple steps will surely get you on your way!


Other Resources

Want more Information? Remember that you can use the “?” help icon in Workforce Ready to get online documentation.

Published: Thursday, August 1, 2019