Topics started by Emily Wilson

3 Discussions

E
Rising Star
Emily WilsonRising Star
asked in Ask a Peer

Time off in lieu (TOIL

How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily  

3
C
Beginner
18 days ago
E
Rising Star
Emily WilsonRising Star
asked in Ask a Peer

How are you managing internal supplier correspondence?

We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example). For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function. We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible! Many thanksEmil

5
max
Sr. Karbon Community Guide
2 years ago
E
Rising Star
Emily WilsonRising Star
asked in Ask a Peer

Privacy for managers - advice needed!

We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!

6
Coral
Superstar
2 years ago

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