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Automating Crew Timesheets and Data Validation

Posted by Pacific Timesheet Sep 9, 2011 8:58:00 AM on

Paper Crew Timesheets/Handwritten Changes

In a previous post, we discussed how automating paper crew timeheets needs to make things faster and easier. We also alluded to the idea that automated crew timesheets should make data validation less painful. All this talk about automation is nice. But the fact is that now most construction crew timesheets, for large and small job sites, are made of paper. And, a lot of crew hours, other important information, and corrections are written in by hand. So how do you get from paper to automated? First, while you probably know this already, we want to take what you know and look at it a little differently; what paper crew timesheet "systems" (and they are systems) do now, and how they work. 

What is Data Validation? Why is it important?

Paper crew timesheets for large job sites are more than just busy-looking grid-like templates with empty spaces to fill in. They have to be setup ("pre-populated" in computer speak) with the right employees, craft codes, billing codes, pay classes and whatever else is required to make sure hours worked get billed and paid properly. Equipment resources and materials codes might also be part of this setup. The "pre-setup" crew timesheets are distributed to Foremen, who are generally responsible for entering the phases and cost codes correctly and the hours and units against resources on the timesheet as the work is done.

When Things Change: Resource Musical Chairs

Paper crew timesheets work pretty well. But there are some issues. There can be a shuffling and re-shuffling of employees and resources throughout the day, almost like a game of musical chairs (just less fun!). Maybe some employees don't show up for work and replacements are added at the last minute. Or employees get pulled from one crew to another, they get moved up to higher level pay classes, etc. If the paper crew timesheet is setup first thing, foremen later will have to correct the timesheets.

Knowing What's What

Changing the pay class of a worker because he's your new crew lead might be difficult. Let's say his name is Stan Johnson. But you don't know Stan Johnson, or even what he looks like. There's a great chance you don't know his default pay class, or his proper billing code, or what union he's in. Another place in the process where the administrative staff need to check things or redo the crew timesheet. To manage against this, after they fill timesheets out foremen send them back to the administrative staff for further checking. Assuming that foreman know the valid phases and cost codes for a job (which they usually do) this is still a lot of checking and re-checking. Is this manual process time consuming? "Yes!" Is it prone to errors? "Double Yes!" So, what do we do now?

Making It Easier On Foremen

To summarize the problem: 1) the data collection requirements put on foremen are difficult 2) in the heat of action, they need to know a lot of details, errors can be made, and checking and re-checking is needed. Especially for job sites with hundreds of employees, where crew workers move around a lot, there are a few practices that can make it easier for them:

1. Have the Admin Staff Create Crew Timesheets At the End of the Day

Do this and you save a lot of re-working of timesheets. The only way everyone knows for sure what resources worked on what crews is to setup the timesheets after "the fat lady sings." This approach reduces changes to the timesheet setup, but foremen will still want to record details throughout the day anyway. So you end up built-in inefficiency:  foremen tracking time and work on their own paper, and admins creating another sheet at the end of the day to re-enter the foremens' information.

2. Have An Automated System Assign Default Properties Automatically

An automated system should do most if not all of the heavy lifting being done manually by your administrative staff. Any information that is setup manually by the admins on crew timesheets can be setup automatically by a system. Imagine that the default settings for employees, equipment and materials sit in an updated database. When you open a daily crew timesheet for the first time the information just flows in and settles nicely like water into an ice cube tray. You get the picture. Add a resource and its information flows in with it. Nice, right?

Employee Properties

It is possible to have a worker's default pay class or billing code setup in the crew timesheet when you add them to the timesheet or if they are added mid-day. If, for example, a worker's pay class needed to be changed, and a particular union contract made the choice limited to only two options, presenting only those two valid choices would make data entry much easier and less prone to error.

Add Employee 

Name: John Smithers
Pay Class: 
- Pay Class 2
- Pay Class 4

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Automating Crew Timesheets

Posted by Pacific Timesheet Aug 18, 2011 8:56:00 AM on

Pre-populating Key Employee Timesheet Data

Previously we discussed how data entry must be made easier when automating crew timesheets. Manual crew timesheets are cumbersome at best. They must be set up by hand, with administrative or supervisory staff entering a lot data for the day or week. All this takes a lot of valuable time and generates data entry errors when copying pay class codes, job codes, billings codes, union codes and other key data by employee. But there is an even more important factor that makes data entry even easier: pre-populating key employee data when you can. In this way, beside hours entry, there are methods where we can completely eliminate 40, 50 or even 75% of the other data that foremen and supervisors have to enter. An enterprise class crew time tracking system should be able to pre-populate an employee’s default pay class, job code, or union code when that employee is assigned ahead of time to a crew, or when added to a crew by a foreman. In some cases, pay classes or union codes might need to be overridden by foremen or supervisors. In other cases, they might need to be fixed or “read only” to prevent “accidental” job or pay rate promotions by friendly supervisors. Whatever the requirements, the crew time tracking system should be able to pre-populate key employee data and make it easier for foremen and supervisors to do their jobs. Pre-populating this data has many benefits: 1) reducing errors 2) speeding data entry, and 3) ensuring that correct job and union codes are applied. In sum, an additional benefit of automating crew timesheets is eliminating certain data entry altogether by pre-populating key data from third party systems when employees are assigned or added to crews.

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Is Crew Timesheet Software Easier, Faster, More Accurate Than Paper?

Posted by Pacific Timesheet Aug 9, 2011 1:13:00 PM on

The Problems with Paper Timesheets
Crew timesheets are traditionally paper-based, and are a convenient way to track the work being done by a crew at remote locations such as construction or job sites. In general, the data is entered at the end of the day and often must be rekeyed into a back-end system at a later date. This obviously can introduce a new set of errors due to double entry, as well as reducing real-time visibility into the work being done in the field.

crew timesheet
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Topics: Time Sheet News

A SaaS Timesheet System That's YOURS!

Posted by Pacific Timesheet May 9, 2011 9:03:00 AM on

Six Principles of Customer-Centric SaaS Time and Work Tracking

You've spent decades building your company name. Why does your time tracking system promote someone else's?

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

With Web-based Technology The Possibilities are "Limitless"

Posted by Pacific Timesheet Mar 29, 2011 9:06:00 AM on

declutteringHe Stumbles Upon a Pill
In a recent movie entitled "Limitless," Bradley Cooper plays a down-on-his-luck fiction writer who only sees the limits of his life. He is alone in a small New York City apartment. He talks to no one. Writes little and submits even less to his editor. He stumbles upon a pill and suddenly has 100% access to all memories and data in his brain upon command, his limits disappear and he becomes an amazingly rich successful man overnight.

Pieces of Paper
Before, it was as if he wrote down on pieces of paper everything he knew and hid them in places he forgot. What kind of system would that be? If you're thinking that sounds like paper crew timesheets or employee timesheets read on. If you're not thinking this, humor us and read on anyway. Storing information once on paper only means you have to transfer it into another media to allow for access and use of that information. This is true for sticky notes, phone messages, paper address books, phone numbers on slips of paper. You only write it down to transfer it to somewhere more permanent and useful. In business, it's called "double data entry," that is, recording information on paper sheets and then having data entry clerks re-enter the data again into a computer system, might seem like a limiting practice, but it's still very common. What's more, what kind of system is the data being entered into? Is that data then easily accessible? Ever write something on xerox paper, put it own your desk, later enter it into a spreadsheet, then attach it to an email and send it to someone else. Now you're cooking with gas (around 1995). Points of failure are everywhere. Did you write down on paper correctly? Did you copy it to the spreadsheet right? Did the email attachment make it through the spam filter at the other end? Could the recipient open it up with his XP computer when your file was in Vista (around 2007). In 2011, is this anyway to run an airline, a railroad or your life? Your just like Bradley Cooper's character with his slips of paper hidden in places he can't remember. Paralyzing. Static. No movement. Slow. 

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Time Off and Absence Management Enhancements

Posted by Pacific Timesheet Nov 8, 2010 6:51:00 AM on


gone fishingTime off and absence management systems should help employees make valid time off requests (getting them right the first time) and avoid time wasters like having to re-submit requests and later having them re-approved.

Employees should be able to view, in real time, their current available balance, balance history, time off taken and future accruals. These views can reduce or even eliminate information requests to payroll or human resources for the same information. Employees' time off requests should also validate against certain balance and accrual rules when they submit that request. When the employee forms a time off request, a forecast should be run that shows him future available time off.  This forecast calculates future accruals through the start date of the request and should subtract already approved/scheduled time off.

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Automating Crew Timesheets: Resource, Cost Code and Craft Level Assignments

Posted by Pacific Timesheet Oct 6, 2010 1:19:00 AM on

An Automated Crew Timesheet Should Do More Than Paper
The majority of construction and field services operations use paper crew timesheets to track time by job, cost or craft codes each day. The paper timesheets need to be created, printed and distributed to supervisors by administrative staff at the job site. The main advantage of automating the configuration of crew timesheets is that it allows supervisors to easily change assignments as they come up in the field . An automated field services and crew time tracking system does reduce administrative costs and eliminates double data entry. However, such a system does more:
  1. It displays a crew timesheet already populated with resources, including job, cost codes, craft level assignments, billing codes and default pay rates if applicable. 
  2. Allows the supervisor to add available resources and have all the above properties of the resource fill in automatically
  3. Restrict the supervisor, when making or modifying assignments, to only see those cost codes or craft levels a worker is permitted to be assigned.
  4. Allows crew timesheets to be adjusted throughout the day as workers leave early or replacements show up. 
  5. Where a crew timesheet's setup does not vary much from day to day, a copy previous day feature can carry forward the previous day's assignments and thereby completely eliminate any administrative preparation of a new daily crew timesheet. 
All of this means more accurate time tracking throughout the day and automated tabulation of hours and costs at the end of the day. A supervisor can make minor adjustments to the crew timesheet setup and enter hours throughout the day.

New Call-to-Action
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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Pacific Timesheet SaaS Data Integration Enhancements

Posted by Pacific Timesheet May 26, 2010 5:33:00 AM on

In the past, a major criticism of the Software as a Service (SaaS) model was that it was not at parity with what on-premises software could do particularly with regard to data integration. In 2010, Gartner starting reporting that SaaS systems are starting to reach parity with on-premise software systems. New enhancements in Pacific Timesheet's enterprise version bring Pacific Timesheet Software as a Service (SaaS) systems in complete parity with its self-hosted on-premise software. Accordingly, Pacific Timesheet SaaS is now the market leader in web-based time tracking systems data integration. With no special configurations, customers are able to use FTP services for bidirectional batch file synchronization as well as web services. Pacific Timesheet import/export utilities can synchronize master data or transaction data for any system objects such as: employees or resources, groups and assignements, jobs, projects, activities, tasks, task orders, labor categories, and more. As well, these utilities have access to Pacific Timesheet's automated scheduler to schedule recurring integration tasks.
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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Why Automating The Paper Timesheet Is So Hard

Posted by Pacific Timesheet Apr 6, 2010 6:51:00 AM on

Automating Timesheets has benefits, but theystack of timesheets are not obvious

In business, knowing the time it takes to complete a task is very important. Tracking employee time has a long history. Check the history of time clocks in Wikipedia, you'll learn that the founding companies of IBM made the first mechanical punch time clocks, and how more sophisticated devices like proximity, badge swipe or biometric time clocks later came into use. What it does not tell you is how slow the marketplace has been to adopt new technology in time tracking.

Why? What's tried and proven is difficult to replace from the standpoint of 1) cost 2) risk and 3) inertia.

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

Attendance Timesheet Shift Differential Enhancements

Posted by Pacific Timesheet Feb 10, 2010 1:19:00 AM on

More configurable attendance timesheet support for shift differentials.

Many union contracts and more complicated work rules require, in addition to shift differential rates or payment amounts, that workers are paid certain separate regular, overtime or double time rates for shift work. In addition, shift differential rules can require configurable definitions of which shift hours are included in these calculations, such as starting before a shift, during a shift, or the entire shift. Pacific Timesheet Time and Attendance software handles this support while providing seamless integration with more than 250 payrolls, accounting and ERP systems. Pacific Timesheet Time and Attendance software also supports an unlimited number of complex shifts, allowing different sets of shifts for different types of employees.

Jim Dickerson, VP of Operation stated, "Many of our customers require flexibility in shift differential software to support highly complex work and pay rules. Pacific Timesheet's highly configurable shift differential support allows for multiple shift rules, shift premiums and shift schedules."

Pacific Timesheet Time and Attendance software allows customers to track time and attendance and time off by job. With a variety of rules exceptions, such as including holidays in overtime calculations, for support for meal penalties and split shift differentials, Pacific Timesheet Time and Attendance software allow employers to track any kind of work rules and policies. Dickerson continued, "Pacific Timesheet's shift differential support provides the same ease of use and administration as our other enterprise class features. As well, our customers continue to work closely with us on our product road map to ensure the product continues to meet increasingly complex labor rules while retaining its core flexibility."

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Topics: Time Off Management, timesheet, Timesheet Software, Time Tracking Software, SaaS Timesheet, Online Timesheet, Web TimeSheet, Time and Attendance Software, Crew Timesheet

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