Upgraded Timesheets & Task Delegation

3 September 2024
Time Balance

Experience a new level of control and transparency in HR management with our latest updates to flair.

These improvements include a revamped timesheet view, enhanced task delegation, and additional filters to streamline project tracking.

As the top HR solution on the Salesforce AppExchange, we give managers and employees the tools to boost productivity, ensure accuracy, and maintain clear oversight of workplace activities.

Explore the new features today and see how they can help your team.

New Timesheet View

The new and improved timesheet in the flair HR app provides a lot more detail. It gives you a clear overview of employees' daily time entries.

You'll see a status icon indicating if employees' tracked time meets, exceeds, or falls short of the target, with non-working days marked separately.

The timesheet also displays the day and date, time worked, target time, and the difference between them. If enabled, your accumulated time balance is shown as well.

For more details, you can expand entries to see timestamps, who logged the time, and the entry's source. A bar graph function also visualizes daily recorded times, total tracked time, cumulative balance, absence hours, and public holidays.

Read the Help Center Guide on this topic.

Use Cases

For Managers:

  • Monitoring Employee Productivity: More detailed time entries allow HR managers to quickly assess whether employees are meeting their expected working hours, identify patterns of overtime or undertime, and ensure that workloads are balanced.

  • Managing Overtime and Compliance: With the ability to track time worked against target hours, HR managers can easily monitor overtime, ensuring compliance with labor laws and company policies.

  • Audit Tracking: The detailed history of time entries, including timestamps and entry sources, allows HR managers to maintain a clear audit trail.

  • Employee Hub Mirroring: The new layout replicates what managers can also see on their Employee Hub Controlling page.

Add a Time Entry on Salesforce

We’ve also made it possible for managers to add a time entry directly in a Timesheet on the flair HR app.

Use Cases

For Managers:

  • Correct Employee Time Entries: Managers can quickly add or adjust time entries on behalf of employees if there are errors or omissions.

  • Manage Last-Minute Changes: If an employee forgets to log their hours or reports an issue with their time entry, managers can add the correct entry to avoid payroll inaccuracies and delays.

  • Facilitate Project Billing: For project-based work, managers can add time entries to ensure all billable hours are captured accurately.

Employee Notes for Change Requests

We've improved the Employee Hub by making employee notes visible in the Change Requests section of the Time Management page. This enhancement boosts communication and visibility, ensuring that no employee information or notes are overlooked.

Assigning Additional Manager Permissions

We’re making the delegation of tasks much easier with a new way to add additional managers and responsibilities in the flair HR app on Salesforce. With just a few clicks, you can now grant specific employees the ability to manage tasks such as absence approvals, shift planning, expenses, and access to other management data.

This update further simplifies role management and ensures that the right individuals have the appropriate access, helping our customers manage their teams more efficiently and maintain clear oversight of responsibilities and data access.

Use Cases

For Managers:

  • Streamline Task Assignment: Managers can quickly delegate specific responsibilities to other team members. This is particularly useful during busy periods or when they need to distribute their workload effectively.

  • Temporary Role Assignment: In situations where a manager is on leave or unavailable, another employee can temporarily take over key responsibilities like expense approvals or data management, ensuring business continuity without disruption.

  • Enhanced Team Flexibility: By enabling selected employees to access and manage certain tasks, managers can create more flexible team structures. This can help in cross-training team members or allowing for more dynamic responses to changing business needs.

New Project Status Filter

Good news! There’s also a new filter on the Project Time Tracking page within the Employee Hub, allowing you to easily toggle between Active, Finished, and Not Started projects.

Use Cases

For Managers:

  • Efficient Project Oversight: Managers can quickly filter and review the status of all projects, enabling them to monitor progress, identify bottlenecks, and ensure that deadlines are being met.

  • Strategic Planning: Switching between different project statuses allows managers to plan future workloads more effectively.

For Employees:

  • Efficient Navigation: The new filter helps employees quickly find specific projects, reducing the time spent searching through the project list.

  • Prepare for Upcoming Work: By toggling to Not Started projects, employees can anticipate upcoming tasks, allowing them to prepare in advance.

  • Review and Reflection: Filtering for Finished projects enables employees to review completed work, reflect on their performance, and identify areas for improvement.

Mass Employee Document Upload Visibility

We’ve enhanced our document management feature with additional visibility options, giving you greater control over who can access employee documents. For instance, you can now mass upload documents that only managers and HR can view, or set certain files to be accessible by HR, managers, and employees.

Achieve HR Success

Thank you for keeping up with What’s New in flair. Discover how other organizations are achieving great results with our tools by visiting our Success Hub.

Bring flair to your HR today!

Get in touch now for a free demo.

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