Automating Timesheets?

Question

Hi all. I am new to the group. Looking for some advice on automating timesheets. Currently, we have paper forms and manually add job numbers and cost codes into the PR module. This is not a good use of time from the collection of timesheets, reviewing timesheets, and also entering the data into PR. 
 I would love to know what others are using that works well with Sage300. Please share any pros and cons of the software you are using. Thanks in advance for your help!

Bryan J · Answer

Hi C.M. Slagel - We were faced with this exact same dilemma a while back. Not to take away from what SAGE offers in a separate module that is more "Field" specific and supposed to cover this timesheet challenge. We did look into it and decided it wasnt really what we needed at that time. With that said, we already had our Field Timesheets created in an excel file and we used to have a local printing company print booklet pads in NCR copy style (White, Yellow, Pink copies) then our foreman on the job would hand write the employees time and send in to our office to process. In 2018 we wanted this to be accessed online in a webpage that the foreman can use. I wanted it to be as close to handwriting on paper sheets as possible. The biggest challenge was converting the excel file to a webpage and to keep the same aesthetics and formatting of the excel file and to keep it as simple as writing in the info by hand. After many hours adjusting formatting and testing trials and submitting and receiving the timesheet files we finally got it dialed in and working in the end. All (well almost all) timesheets now come into a single email address we had set up on our network in Microsoft Outlook from the website. As far as entering data from the timesheets into SAGE, that is still done manually for now. We have jobs set up already using the Job Cost module and for cost codes, those are auto assigned attached to Labor inside the Payroll module Tables. We enter employee, WC code for type of work being done by that employee and a labor cost code defaults. We use something like; Fabrication Shop Labor - Regular pay hours = cost code 1-225, Overtime pay cost code = 1-250. Field Labor we use a different set of cost codes like Field Reg Pay = 2-225 and OT 2-250. Hopefully we can automate and just import the data in the future but still would need to be reviewed prior to importing by someone. Good luck to you with your timesheet challenge.

Tim Mickunas · Answer

We have used AboutTime and are switching (today, actually) to T Sheets. The employee enters job and code, you still import time to PR, but now, from the program. It's still work, but way less than the paper time sheets, timely, and compliant with regulations.

Sage Construction & Real Estate

Automating Timesheets?

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