Can i ask what do other practices do in terms of recording holidays on your timesheets, is it billable or unbillable. I am trying to work at getting a more accurate utilization value.
Can i ask what do other practices do in terms of recording holidays on your timesheets, is it billable or unbillable. I am trying to work at getting a more accurate utilization value.
We have ourselves set up as a contact and our team post their holiday time there as non-billable/non chargeable.
I don’t have a good way to track this, and I think the way Karbon is currently setup, you will either over or under-state your utilization (putting the time in as billable and non-billable, respectively).
I’m curious to read how others handle this situation.
We have an INTERNAL GROUP in Karbon where we have grouped all our internal contacts. We then log time to these contacts when the activity is not billable to a specific client. This can include Admin work that supports the firm, client work (like POA creation) that is for a client, but we aren’t billing them for it, and vacation and holiday time. This allows us to filter out the internal group when looking at reports.
Our Internal Group looks like this:
At the end of the day, it’s the denominator (available hours) that’s probably incorrect, the numerator (away hours) shouldn’t be billable (as it isn’t).
Possible a Feature Idea (have a Task Type that reduces available hours and doesn’t count towards utilisation), but overall I think utilisation is best measured over a longer period of time and in such a way that you’re accounting for people’s holidays (possible sick leave) 🙂 (week to week, the person preparing their timesheet will know whether they were away for a significant number of days - affecting utilisation)
I agree with
I hope that Karbon continues to build out the time and billing functionality to include some payroll features like vacation (this would be really nice for capacity planning), sick time, etc. that could export to our payroll software.
If anyone makes the Feature Idea, comment the link here and I’ll vote for it. 😀
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