salesforce mobile

How You Can Benefit from real-time GPS tracking

by Surekha Shetty | Dec 21, 2021 | Mobile Apps, Software, Time Tracking

Time theft can cause a significant dent in a company’s bottom line. Indeed, a study has shown that employees steal around 4.5 hours from their employer every week on average. And while companies can take steps to monitor their employees in the workplace, it becomes even more difficult when employees are working out in the field.

Field workers are typically trusted to spend their time productively instead of doing something not work-related. Unfortunately, it is not uncommon for field workers to abuse that trust. For example, some people might choose to do some shopping on their company’s time, or maybe go for a meal. In some cases, field employees might not even leave their homes at all but still charge for time that they did not spend working.

It should also be noted that time theft is not always deliberate. Employees can make mistakes and forget details about their working week if they don’t fill in their timesheets straight away.

The main headache with monitoring fieldworkers has long been the fact that you just cannot know where they are. It’s often easy for field workers to lie about their location or their timing with no way to check up. However, GPS has provided an effective solution to the problem.

Modern Tracking Apps are the Solution

In the past, GPS tracking hardware would have been prohibitively expensive for most companies and would not represent a solid return on investment, if at all. However, GPS hardware is now very affordable and can be installed on smartphones. Indeed, modern smartphones typically come with GPS already installed, meaning the technology is already available for companies to use.

Of course, having the hardware that tells you where somebody is great, but it’s not of much use without software that helps you make use of information. The good news is that apps like those from PK4 Tech are available on the market that integrates GPS technology to offer valuable information for managers regarding their employees’ whereabouts and behavior.

Time tracking apps can use a smartphone’s GPS to place the phone’s location at any time. Simply put, a time tracker, in conjunction with a smartphone’s GPS can tell managers where their employees are and where they have been. As a result, the solution helps prevent time theft because employees can no longer lie about their location, while it also helps prevent honest mistakes on timesheets.

An Effective Deterrent

Not only does GPS time tracking software help prevent time theft, but it also helps to prevent it from happening in the first place. It can otherwise become too easy even for dedicated employees to start taking liberties, so it makes sense to let all your employees know that their location is being tracked.

Remember that it’s also important to educate your employees on why such technology is required so they understand why it is being implemented. Otherwise, it could be easy for them to feel as though they are not trusted and are being spied on, potentially causing morale and productivity to take a hit. Ensure that your employees know that using the technology is not an attempt to spy on their every move but to protect the company overall and provide reports that help improve efficiency.

In-Depth Reports

GPS time trackers can do so much more than just inform managers of their employees’ geographical location. For example, trackers can also keep records on which tasks an employee was working on, such as travelling to a location or carrying out a site survey. You can then use this information to see how efficiently employees are spending their time and what you can do to improve their efficiency further.

Comprehensive dashboards are also available that help management to see key information at a glance, helping them make fast and impactful decisions. Reports can also be created and distributed automatically, removing much of the manual work that would otherwise be involved.

Summary

GPS time tracking helps to remove many of the issues associated with time theft and employees working in the field. Not only does the technology help managers monitor and record employee data, but it also helps to act as a deterrent. The technology can help prevent deliberate time-theft, while it can also help avoid genuine errors. Remember that it’s important to educate your employees on why the technology is important to prevent a loss of trust.

With GPS time tracking apps, managers are also equipped with information that can help them make informed decisions that will help boost efficiency. Overall, the technology can help prevent time theft, increase productivity, and improve the bottom line.

Managing Employee Paid Time Off Doesn’t Have To Be Difficult

by Surekha Shetty | Jun 20, 2021 | Mobile Apps, Project Management, Software, Time Tracking

Managing Employee PTO[/caption]Every worker deserves time off, and paid time off (PTO) is one of those perks many companies choose to offer. Reviewing and approving paid time off used to be overwhelming, but with modern tools in place, managers can now focus on more important things.

Similar to traditional leave, with paid time off, employees get paid when taking personal time off, vacation days, sick leave, time off during federal holidays, and parental leave. The only difference with PTO is that employees don’t have to give a reason for taking paid leave.

How much PTO should you offer?

Since paid time off isn’t federally required, you’re probably wondering how much time off should your company offer. Short answer – it’s totally up to you, but in this competitive work environment, providing PTO will contribute to happier, more productive employees.

Statistically, US businesses offer an average of 10 days of PTO per year, while European workers are guaranteed between 20 to 30 paid days off – that’s a whole month off!

Before you get all envious, you should learn that modern businesses have recently embraced the concept of unlimited PTO, provided that employees still get their work done. It works great for young workers who value their autonomy and flexibility, although many of them end up taking less time off than the average.

How to effectively manage PTO requests

Leave management can become very complicated, especially if you have to handle a high number of employees. Many companies still log PTO requests manually inside a spreadsheet, which makes for an inefficient and expensive process.

If you’re an HR manager in the digital era, you’re probably balancing different types of employees – remote or on-site, salaried, hourly, or part-time. Logging mistakes when managing PTO could lead to unfair payment and open up your company to potential lawsuits.

This is why you need to run a tight ship and have great systems in place. The best way to do this is to establish ground rules and use modern time tracking tools that allow for seamless PTO management.

Define the rules in your employee handbook

Creating a standard policy on taking paid time off is the best way to go, especially if you have many employees and they all come to you with their individual problems and requests.

Inevitably, leave requests will overlap during times like winter holidays, and you’ll be the one prioritizing which employee gets time off. So how do you make that decision?

A few popular policies you could have in place are:

First come, first served. This type of policy takes out a lot of the guesswork and makes sure all workers are fairly treated.
Seniority-based. Time off is granted according to the employee’s “rank,” although, because of their vital experience, taking time off is not always feasible.
Reasons for making the request. Personal reasons such as sickness, burnout, parental leave, or family issues should be discussed and, if possible, prioritized.
Flexibility of the request. When completing the PTO request form, employees should mention whether their vacation dates are flexible or not.
Taking time off too often. You should set rules to prevent employees from requesting time off too frequently or during times when it impacts productivity.

Your employees may have personal issues, or they may be prone to burnout, and as a manager, you have the final say in allowing them to take paid time off.

But keep in mind that favoritism can get the best of you at times, so use your better judgment and adhere to company guidelines when managing your workers’ paid leave.

Use a tool that easily tracks time off

Time tracking has come a long way. Modern time tracking tools are now indispensable for efficient project management – everything gets logged, and time off is no exception.

Managing Employee PTO

Our leading time tracking tool for Salesforce, PK4 Time Tracker, is built to easily manage PTO days. Inside Time Tracker, the PTO Current Status displays Total Days, Available Days, and Pending Approval Days.

Users can log their desired PTO days by selecting the PTO type (personal, vacation, sick, other, etc.), the start date and end date of their leave, and send it for approval.

Managers can edit total PTO days for their employees and approve or reject requests. The available days get automatically updated as employees use their time off.

This entire process is organized within a simple interface, where you can have a bird’ eye view of your workers’ activity.

Needless to say that this automatic system of vacation management takes a lot of pressure off of HR managers.

There’s no more back and forth communication – all the information is out in the open, and employees can feel confident that they get fair treatment when it comes to their earned paid time off.

As a professional, you can’t run your business arbitrarily. Having a set number of PTO days, establishing a universal policy, and tracking hours, including time off, are all essential to your company’s productivity and your employees’ wellbeing.

Photo by Trend on Unsplash

10 ways to track time! Part 2

by Surekha Shetty | Aug 3, 2020 | Software, Time Tracking

Good to see you back. In Part 1 of this blog, we explored the four ways in which you can track time inside Salesforce. Today, we’ll move on and explore how you can track time on the web and on the Time Tracker mobile app. Remember that in all these cases, all your time tracking data is still safely within Salesforce. One other thing to remember is that users who use the Time Tracker on the mobile or on the web, do NOT need to be Salesforce users.

On the Web
There’s two ways to track time on the Time Tracker Web app. You can track time by checking in time for multiple tasks/activities or you can use a timer that you can Start/Stop as you do your work.

Check In/Out: Checking In/Out on the Time Tracker web page means that you are Starting / Ending a timer as you work on a Project / Task (or whatever has been configured for you). You do this by selecting

the Check-in button on the top right hand corner of your screen when you login to the Time Tracker Web. You simply select the Project / Task that you are working on. Key in any notes that you want your manager/supervisor to see and click on the Check-in button. This option tracks time as you are working on a Project/Task. When you are done working, click on the Check-Out Now button, if you want to Check out at the current time. If you forgot to Check-Out at the time that you actually finished your work, you can put in the actual hours and minutes that you worked on the task and click on the Checkout button. This will work as long as the Check-in time plus Hours Worked is less than the Current Time.

Multi Check In: Use the multi check-in option, when you want to add timesheet entries for Project / Task that you worked on each day from

the drop downs, Add any information that you need on the additional fields configured for you. Fill in the Start and End times for the activities that you worked on. You can enter up to 10 different activities on this screen. When you are done, click on the Submit button. If you have more activities that you need to add in, you can do so.

A Manager/Supervisor can also Approve / Reject timesheet entries put in by people that report to her.

On the Time Tracker Mobile app

The Time Tracker mobile app works on both iOS and Android devices.There are four different ways that you can track time on the mobile app. Checking in/out as you work on an activity OR manual entry after you’ve completed the activity. We also have a Kiosk mode that you can use as a replacement for a punch clock. This is really useful in a factory/warehouse/office setting where you want all your employees to Clock In and Clock Out as they start and end their work for the day The Time Tracker Team mode allows a Team Lead/Supervisor to Clock In/Out individual team members and then Check In all Clocked in team members.

Check In / Out: As in the other cases, Check In/Out means that you are starting a

timer for work that you are currently working on. There are two ways that this works. If you are set up as an Individual User, you can check in/out of Projects / Tasks on your mobile device. This is a good option for Exempt employees who need to track time for billing/invoicing. If you are set up as a Personal User, you can clock in at the Start of your work day and Check In/Out of multiple Projects/Tasks with different check-in types. Some check-in types that our customers currently use include options for Job, Travel, Loading, Cleanup, etc. This option is good for non-Exempt employees for whom you need to track hours and breaks for payroll purposes. On the mobile, you can configure the app to collect GPS locations at specific transactions. Users can also take pictures at the jobsite and add them in.Users on the mobile can get notifications, when they are assigned a project or when anything changes on their projects.

Manual Entry on the mobile: Sometimes, you may want to enter your time

Manual Time Entry - Mobile — Manual Time Entry – Mobile

details after the actual work is done. You may have forgotten to enter the time, your phone could have been out of charge or perhaps you left your phone at home, Whatever the reason, you may not have been able to Start/Stop the timer as you worked. In such a case, you do have the ability to add the Project / Task that you worked on along with the Start and End Times for the work done. You can add multiple manual entries. You could use this mode of timesheet entry, if you are adding all of your timesheets after completing the work. In general, we suggest that you do this at the end of the day, so you don’t forget things that you have worked on.

Team Mode check ins for entire team

In the Team mode, only the Team Lead needs to have the Time Tracker on his/her mobile phone. The Time Tracker configuration in Salesforce lets you set up Teams with a Team Lead. When you set up Users in Salesforce, you can assign

them to specific teams.

When the Team Lead of a specific team logs in, she sees the names of all the people on her team. The Team Lead can Clock In each member of the Team as they arrive for work. When the Team Lead clicks on the Start Job, Start Travel or Start Loading buttons, all Clocked in Team Members are checked into the Selected Project and Task for that Check in type. When the Team Lead clicks on Stop on the previously Started Check in type, all checked in Team Members are automatically checked out of that Project / Task. This is a great option for teams working together on Construction/Landscaping/Installation type of work. GPS locations and photos can be configured to be collected at the jobsite.

Team members can be transferred between teams for better utilization. A Team Lead can Release a Team Member from her team, if needed. Another Team Lead can “Add” the released Team member to their team, as needed.

Kiosk mode Check In / Clock In

The Kiosk mode can be used in a factory/warehouse/office to replace the

traditional punch card / bio metric time clock. With the Time Tracker in the Kiosk mode, the big advantage is that all time tracking data is in Salesforce and can therefore be used for analysis. Depending on how your Users are set up in the configuration, Users may be able to Check In/Out OR Clock In and then Check In/Out of individual projects. We suggest using an iPad or an Android tablet for the Kiosk. Since multiple people will need to use the same device. The app works just as well on a phone, but the larger format is useful, when you need multiple people to access the device.

So that covers all ten ways of tracking time using the Time Tracker for Salesforce. Whether you want to track time in Salesforce on a web app or on a mobile device, you’ll be hard-pressed to find a solution as configurable and as user-friendly as our Time Tracker for Salesforce.

10 ways to track time! Part 1

by Surekha Shetty | Jul 24, 2020 | Software, Time Tracking

Yesterday, we had a long and interesting demo of the Time Tracker with a fairly large group of people at a new prospect. During the demo, one of the people commented “So you have four different ways of tracking time inside Salesforce”. It struck me that I had never thought about it that way. Perhaps, when you work with the product every day, you gloss over some of these facts.

In any case, this morning, I decided that I’d make a list of all the ways

that you could track time with the Time Tracker. It turns out that there are 10 different ways in which you can track time with the Time Tracker for Salesforce. See my list here on the right. That’s 4 ways within Salesforce, 4 ways on mobile devices and 2 ways on the Time Tracker web app. Pretty cool, huh?

Based on my list, here’s a short description of each of the ways of time tracking and where you could use it.

Within Salesforce

Within Salesforce, you can track time by Check-in, checking in time for multiple tasks using the Multi Check-in, tracking time automatically to specific Salesforce whenever you are on that record in Salesforce and manually entering the time for a specific task when you are on that record.

Check in: Checking in to work within Salesforce means that you

are tracking time to a specific project/task (or whatever has been configured for you). You do this by selecting the Track Time button on the Salesforce Utility Bar. Clicking on the button, pops up a configured window that lets you choose your Project/Task from drop-downs. You can also enter in any notes that you may have. In this case, you are tracking time for an activity as you work on it. So you Check in when you Start on the activity and Check out when you are done.

Multi Checkin: Use the Multi Check in option when you want to

add multiple activities in a time-sheet format. You may choose to add in all your activities for the day at the end of the day or maybe at the end of the week. We suggest doing this on a daily basis, because chances are you’ll have forgotten something important that you did on Tuesday by the end of the week. 🙂 You select the Project / Task / Worktype fields from drop-downs. Fill in the Start and End times or the number of hours that you worked on each activity. By default, you’ll see 5 lines on this screen. Once you click on the Submit button, you can add your next set of activities.

Automatic Time Tracking: This is a great way to track time for

people who spend most of their time inside Salesforce. You do NOT need to Start / Stop a timer like you do with the Check in process. Every time you go to records in Accounts, Contacts, Opportunities, Cases or any other Salesforce object, an Automatic Timer starts right away. It keeps tracking time until you move away from that record. If you move to another Opportunity, the Auto Timer starts tracking time to the new Opportunity. The Auto Timer can be added to all the objects that you want to be able to track time to.

Single record time tracking: This feature again allows you to easily

track time to specific records in Salesforce. But it’s meant for use when you do NOT want time to be tracked automatically. This is meant for users who want to be able to track time to specific Accounts, Opportunities, Cases. But if the users work primarily outside Salesforce using other tools like AutoCAD, drafting and design tools, then this is a great way to track time. These users can go to the specific record where they want to add their time to. A Salesforce component allows you to add the task and the time that you spent on the activity; while the main Opportunity / Case is automatically selected.

So that’s 4 ways to track time just inside Salesforce. Checkin, Multi Checkin, Automatic Time Tracking and Single record time tracking.

Phew! that was a lot. Next week, we’ll talk about the different ways of tracking time on the Web and on the Time Tracker mobile app. Until then, auf wiedersehen!

Automatic Meal and Rest Breaks – An Employer’s Guide

by Surekha Shetty | Feb 17, 2020 | Software, Time Tracking

ifferent forms of rest breaks are important for your employees’ physical and mental well-being. When structured properly, they can have a positive impact on health and safety and also improve the productivity in your workplace.

Workday Breaks

Breaks during the workday allow employees to rest during the workday. They could be in the form of rest breaks, coffee breaks and meal breaks.

Most national and EU regulations require specific breaks based on the number of hours worked. Depending on the country, some or all of these breaks could be paid or unpaid.

Break Times

Meal breaks and rest breaks are essential for workers during a long work day. The U.S. Fair Labor Standards Act (FLSA) does not mandate an employer to offer meal or rest breaks to employees. But several states have their own laws that obligate employers to give paid and unpaid breaks to employees.

Whether it is mandatory or not, many employers do allot paid /unpaid time for lunch and other breaks. Federal law does designate what time is considered paid and unpaid.

Tracking Break Times

Lunch and rest breaks can be tricky to track. Some employees may forget to clock out. Others may forget to clock back in, when they start working in. This leads to either minutes being added to employee timesheets or being reduced from their time worked. This means that the timesheets are inaccurate and therefore payroll is inaccurate too. In order to make timesheets more accurate, many employers choose to implement automatic time deductions for meals and rest breaks. This ensure that employees get their daily breaks automatically deducted. This is great for employers who want to ensure that they are paying employees accurately. But many people still question the legality of automatic meal and break deductions.

Are Automatic Break Deductions Legal?

Yes! According to the U.S Department of Labor (DOL) and FLSA, it is legal for employers to automatically deduct lunch breaks. As long as the employee actually takes the lunch break. A legal meal break has to last at least 30 minutes according to the FLSA. The key is that employers need to communicate meal periods unambiguously to employees.

Unpaid Meal Breaks

States that enact meal break laws require a half hour break if the employee’s work day is longer than 5 or 6 hours. These meal breaks must be at least 30 minutes long, according to the FLSA. Meal breaks are uncompensated as the employee does not perform any work duties during this time. If an employee works during the meal break, she has the right to be paid for that time.

Paid Rest Breaks

Rest periods are smaller breaks that are 5 to 20 minutes long. These breaks are compensated as they are considered normal working time. Some states require 10-minute break times for every 4 hours of an employee’s shift. These short breaks are generally considered to promote better productivity.

You can find more information about which hours are considered paid and unpaid.

Keeping Track of Breaks Automatically

You can keep track of your employee’s work times by implementing an easy-to-use time tracking app in your operations. With the Mobile Time Tracker’s Auto Breaks feature, you can automatically deduct time from employee timecards, based on the specifications that you have set up. You can add as many break rules as you need to ensure that your employees break times are properly accounted for.

Why use the Auto Breaks Feature?

Managers and Administrators have a lot on their plates when it comes to tracking employee times. Week after week, they need to make sure that all employee work and break time is recorded automatically. The Time Tracker’s Auto Breaks feature does the heavy lifting for you. It can automatically apply the break rules, based on the rules that you have set up.

Make sure that you are complying with all federal and local laws concerning break times. That way you avoid trouble with employees, DOL and FLSA. And you make sure that your payroll is accurate.

Image by Engin_Akyurt from Pixabay

« Older Entries

How You Can Benefit from real-time GPS tracking

Managing Employee Paid Time Off Doesn’t Have To Be Difficult

How much PTO should you offer?

How to effectively manage PTO requests

Define the rules in your employee handbook

Use a tool that easily tracks time off

Automatic Meal and Rest Breaks – An Employer’s Guide

Workday Breaks

Break Times

Tracking Break Times

Are Automatic Break Deductions Legal?

Unpaid Meal Breaks

Paid Rest Breaks

Keeping Track of Breaks Automatically

Why use the Auto Breaks Feature?

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