Replies posted by Chad Evans

2 Replies

Chad Evans
Beginner
Chad EvansBeginner
asked in Ask a Peer

How To Better Understand Employee Work Assignments

Hi @Chad Evans! re: your second point, and echoing what @blueprintbrian said, we had a standard rule that tasks for all work items are created one month in advance regardless of the type of work or how far in advance the actual work item creates. This means anyone can use their My Week view to at least see what work will be on their plate in the next ~30 days. When the 2 weeks setting was used (the Karbon default I believe), others involved in work wouldn’t be able to see that until the work was almost starting.   In terms of entire year, that would be difficult unless you had all work creating that far in advance. I wouldn’t recommend it though, for a couple of reasons: The more work items that have been created, or the further in advance they are created, the more difficult and cumbersome it is to update or maintain hygiene of those work items (as they won’t always inherit changes) Your work lists and searches will show a lot of future work that is largely just noise! I think it ma

8
LD7E
Superstar
7 months ago
Chad Evans
Beginner
Chad EvansBeginner
asked in Ask a Peer

How To Better Understand Employee Work Assignments

Hi Chad.  Not sure on this one but I’ve tagged @Aliesa Jackson to see if she can answer.  I think this would depend on how far in advance you’re having your work and tasks created and if you’re utilizing the budgets on each work item. If you have the Practice Intelligence add-on I believe there’s a report that does capacity planning. You can also do some light capacity planning in the Work section by using filters, sort by Assignee, and adding the hidden column called Display Column Totals.  Mainly me and the manager on my team talk to people. If they’re feeling overloaded then we look at their work and shift around. We also use MRR managed as a metric (for bookkeeping) and have a rough estimate on how much a bookkeeper can handle per month. You could apply that to tax preparers as well. You can also use step 2 above to do some capacity planning. But talking to your team is the best way to know how they’re feeling about their workload.  I appreciate this feedback.  We’ve considered

8
LD7E
Superstar
7 months ago

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