Case Studies
Time and Money will benefit an number of work places and
industries. On the Demo page you can log into the scenario that most closely
suits your situation. Below is a detailed explation of each case study.
Internal Project
Recruitment company
Service/Support based industry
The staff of NewEdge Software is very willing to come to your workplace and demonstrate the product. Also on request we can set you up an on-line demonstration closely matching the practises of your business. Please see the Contact Us page for details.
More Info on: Internal Project Demo
Users
IT User: The IT User Can view and edit their own time entries. This user is restricted.
Once the timesheet has been submitted to the next level of authority (in
this case IT Manager) the times can no longer be edited by the IT User.
Finance User: The same situation exists for the finance user and
when the time is submitted, the next level of authority notified is the Finance
Manager.
In this scenario a user can add, edit, delete and submit time. Once the time entry has been submitted,
the status changes to “Awaiting Manager Approval”.
When the time has been submitted and it is in this status the user can no
long modify that time entry.
Authoriser/Managers
First
level of authorisation:
IT Manager
The business has decided the IT Manager does not need to be accountable
for his/her time so in this example the IT Manager does not have the access/ability
to enter his/her own time (this displays the user’s can be allocated any of the
available system roles). The IT Managers
function in this scenario is to approve times of the IT User.
Once the IT User has submitted their time for approval the IT
manager can delete, submit or reject the time of the IT user.
Rejecting the time transfers the time entry back to the IT User
for modification. Submitting, transfers
the time entry to the next level of authorisation.
When the entry is rejected the status will change to read "New".
IT Manager will no longer have access
to that time entry. It will appear
back in the IT users “Time Entries” list ready for re-editing and re-submitting.
Finance Manager
The Finance Manager has a similar role to the IT Manager but this
manager can also enter their own timesheets for approval. Likewise Submitting
transfers the time entry to the next level of authorisationa and Rejecting sends
it back to Finance user.
The managers can run reports on the hours and/or tasks of the users in
their own department.
Second
level of authorisation:
Administrator
In this scenario the Administrator has full access to; approve, reject, modify entries, run any report (see below). The administrator can modified times then approve them without being transfered back to the previous level of authority. If the administrator would like modifications or clarification, it to can be "Rejected" and passed back to the previous level of authority and the cycle repeated.
Once the Administrator approves the times, the times can be used by the business to invoice clients, bill internal department or run any number of details reports for business improvement.
About Groups
IT User is a memeber of the IT Department
Group. Finance User is a
memeber of the Finance Department Group.
About Status'
For this example 3 levels of approval
status has been created; New, Awaiting Manager Approval and Finalised. Your
system administrator can create any number of status' depending on the number of
authority levels and your companies requirements.
**Shortly to be added to this demo is
how Time and Money integrates withTrack-IT Help desk and asset management solution.
More Info on: Recruitment
Recruit Plus has a number of clients they provide contractors to for various roles
throughout
Australia
. Bob Smith and Jane Warren contract through RecruitPlus and work on the end client
sites Xyz Financial Services and Boom Mining Services (respectively).
Previously, RecruitPlus used manual timesheet submission for each contractor, i.e.
the contractor would write their times
into RecruitPlus timesheet have it signed by their manager and then fax it off to
RecruitPlus. RecruitPlus knew it had
problems on their hands with so many manual timesheets, errors, repetitive entry
and a team of (bored) staff dedicated to chasing and entering timesheets.
So Recruit Plus turned to Time&Money to satisfy not only their back office
need but also the requirements of their clients.
The two companies have two different ways of processing timesheets; Xyz Financial
Services uses a complete electronic timesheet system where as Boom Mining uses part
electronic/part manual timesheet submittal as part of Boom Mining’s business processes
they required physically signed timesheets.
Xyz Financial Services
RecruitPlus approached Xyz Financial Services to use their new time capture and
approval system and Xyz welcomed Time&Money.
Xyz have managers out on the road, working from home and/or often interstate at
other Xyz offices. So not being tired
down to physically signing the contractor timesheets every Friday was appealing
(particularly for Andrew Lewis).
Andrew has to approve times for 25 contractors every Friday afternoon, often in
the
Canberra
office on Friday’s Andrew’s dilemma of signing timesheets was solved by Time&Money’s
application (electronic web approval).
Bob Smith and all of RecruitPlus’ contractors at Xyz enter their times into Time&Money’s
Web application and submit their timesheet.
Andrew at XYZ views the timesheets by logging onto Time&Money (he has reject
or approve privileges).
When Andrew is not in the
Sydney
office he logs in from either their
Canberra
office or at the airport to approve the times (by using his laptop + wireless card). Once Andrew approves the times Denise
at RecruitPlus can log in and process/approved the times, run reports and forward
to the finance department for invoicing etc.
Boom Mining Services
RecruitPlus asked Boom Mining if they would like to move to Time&Money’s web
approval process but they decided to continue with their manual timesheet approval
system.
In this scenario Jane Warren and all of RecruitPlus’ contractors at Boom Mining
enter their timesheet into Time&Money’s Web application and
Boom Mining continues as if no changes have been made, i.e.
-
Jane prints out the timesheet (on the Boom Mining template in Time&Money)
-
Jane’s manager signs her timesheet
-
The timesheet is faxed to RecruitPlus
There is an additional step RecruitPlus undertakes as opposed to Xyz Financial servies
above. That is, when RecruitPlus’ administrator
receives the faxed/signed timesheet from Boom Mining she verifies and approves the
total hours that have been submitted on Time&Money with the physical timesheet
received.
The major difference and time saver for RecruitPlus by automating this process is
their payroll and administration staff no longer enters times faxed in by hundreds
of contractors thus decreasing processing time and increasing data accuracy.