Replies posted by Curtis Braun

4 Replies

DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

@DianeK Almost following! I am following bullet point #1 and #3, but for #2 when the business manger logs the time off request to the private HR work item, what do they do in that work item? Do they update the budget for that team member for the cumulative amount of time request/approved? Or something else?I was hoping to have the budget for each person equal to their annual vacation allotment for example and then the actual data would flow from the staff member’s time sheets so I could see how much vacation time they had remaining, but then I ran into the issue with the work item therefore needing to be public to everyone.So if you have found a way to update the “Actuals” column in the work item without the staff member needing to code time to that work item, or a different way to track this in the work item I would be interested in how that works.Thanks for your help with this! 

11
DianeK
Sr. Community Champion
3 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

@DianeK Thanks for your reply here - appreciate it! Do the staff members still charge their time to a “Internal - Vacation” time code that is public? If so, how does the business manager get the actual vacation time taken into the private work item with budget vs. actual since actuals are tied to the staff members time entries (which they wouldn’t be able to post time against since the HR contact is private). Or do you not use the budgets feature any more to monitor that? Thanks!

11
DianeK
Sr. Community Champion
3 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

@DianeK Thanks for this post; I am just stumbling across this as our firm is exploring using Karbon for Time Entry. I’m curious about setting up vacation/sick time this way as it would cut down on how we track this currently in excel. However because all staff would have access to this work item and the data therein, were you concerned at all about staff having full visibility on everyone’s budgeted vacation time? Also, I recall seeing in another post that your firm was using an internal group with separate contacts for vacation, sick time, holidays etc. Do you set up a work item in each of those individual contacts to monitor vacation, sick time etc. vs. tracking it all in one work item assigned to one contact?

11
DianeK
Sr. Community Champion
3 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

Chiming in as well as I can’t wait for this feature to be released. For us, we would most often send to 2-3 people but for our larger clients having up to 5 would be nice.

22
E
Beginner
10 months ago

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