10 ways to track time! Part 2

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

Check in Timer on the Web
Check in Timer on the Web

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

Multi line timesheet entry on the Web
Multi line timesheet entry on the Web

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.

Time Approval on the web
Time Approval on the web

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

Check in on the mobile
Check in on the mobile

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

Team Mode options
Team Mode options

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

Kiosk Check in and Clock in
Kiosk Check in and Clock in

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.

 

 

Zero Touch Volunteer Check-ins.

As the shelter-in-place rules are lifted, most nonprofits are beginning to see some volunteer activity start again. But with Covid-19 still raging, all our thoughts are on how to make every process safer for everyone. With that goal in mind, we are very excited to roll out the new “zero-touch” volunteer check-in process in V4S Mobile. With just a quick scan on any iOS or Android phone/tablet, your volunteer check-in data is safely and reliably in Volunteers for Salesforce.

Background

The idea for the zero-touch solution came from requests from several of our nonprofit customers. We had detailed discussions with them on what would make sense for nonprofits and their volunteers. Everyone was concerned with the safety of multiple volunteers checking in a shared Kiosk device. As a stop-gap arrangement, we offered V4S Personal free to all our existing V4S Kiosk customers. While that worked for a few customers, a lot of our nonprofits wanted a central solution that was at their location but could still be used safely.

While we had introduced a scanning mechanism in our V4S Kiosk Events add-on, we had not done that with the volunteer check-ins. For two main reasons:

  • Most of our nonprofits had a lot of walk-in volunteers who had not previously signed up
  • With Events, there was an urgency to check-in people quickly, which wasn’t as much an issue with volunteer check-ins.

Now with COVID-19 rampant, most of our nonprofits had decided to do away with walk-in volunteering. Our discussions revealed that over 60% of nonprofits had decided that there would be no walk-in volunteers for at least the next one (1) year. Several had decided that for the next two (2) years.  And most nonprofits could not have a Volunteer Coordinator available to check-in volunteers on her device. This was especially true for our nonprofits handling pets and animal shelters, where volunteers came in from early in the morning to late at night to feed, clean, and exercise the animals. They were very clear that volunteers would need to check themselves in.

The zero-touch solution for V4S Kiosk.

With this background, we decided to add an automated scanning solution for volunteers. We added a QR Code field to Volunteers for Salesforce’s Vol Hours object. We also added a QR Code field to the Contact object in Salesforce. This way, our nonprofits have the flexibility to either have a unique QR Code based on each Volunteer’s Vol Hours record OR a unique QR Code for each Volunteer’s Contact ID.

Here is a short video that shows what the QR Code looks like on the Vol Hours record in Salesforce.

If you are setting up QR Codes by Vol Hours ID, then you’ll need to make sure that you send out an email with the QR Code it to each Volunteer for every Job/Shift that she has signed up for. You will need to send out such an email for every time that a volunteer has signed up for a Job/Shift.

Here’s a video that shows what such an Email would look like:

If you are using QR Codes on the Contact, then you could send a single email to the Volunteer with their Contact QR Code in it. They could use that same emailed QR Code for checking in every time that they came in for a signed up Job/Shift. Alternatively, you could print a badge for each volunteer with their contact QR Code on it. This way, the volunteer can scan their badge whenever she comes in for Job/Shift.

Automated Check-ins.

We suggest that you put the iOS / Android device that you are using for check-ins in the single app mode so that the device is not accidentally turned off or switched to a different app.  Within V4S Kiosk, we suggest that you select the Scanning to be in Continuous mode. Also, select whether you want the Front or Back Camera to be used. We suggest using the front camera because the volunteer would be able to see confirmation of their check-in on the screen.

Here is a video that shows how a volunteer could hold up their Shift confirmation email and get Checked-in to that Shift.

If instead, you chose to use the QR Code on the Contact ID, then potentially you could send that QR Code to the Volunteer once and she would just scan the same QR Code every time that she came in for a Job/Shift that she was signed up for that day. The V4S Kiosk app looks to check if the Contact with that QR Code has signed up for any Job/Shift on the current day and scans the Volunteer in.

If a Volunteer signs up for more than one Job/Shift per day, then she would necessarily need the QR Code related to the Job/Shift. You would not be able to scan the Volunteer with the QR Code on the Contact. Because in that case, the app would only find one of the multiple Jobs/Shifts signed up for.

As nonprofits start to open up and volunteers come back to help, we urge you all to maintain social distancing. Keep those masks on and stay safe, everyone!

 

 

 

 

 

 

 

How to Recruit College Student Volunteers

Have you ever tried to recruit college student volunteers? Are you ready to reach out to a local university? Engage a new group of student volunteers using these volunteer recruitment tips. Enjoy the buzz and the fresh energy that these young students bring to your non-profit.

College Student Volunteers
College Student Volunteers

College students make great volunteers. If they believe in your cause, their enthusiasm and spirit can bring new meaning and urgency to your cause and mission. Their class schedules are often flexible, which means you may have volunteers to work your hard-to-fill slots. And with tech-savvy college students, you’ll be able to fire up your social media and web-related work.

So what factors do you need to consider and how do you go about recruiting college volunteers?

Think of volunteer transportation

Many college students do not have their own transportation. So you may need to find ways to provide transportation. Perhaps you could team up with an organization that can provide transport. Or if you are close to public transportation, then that would work. The key is that it doesn’t make sense to get college student volunteers, if they can’t get to you.

How to find college student volunteers

Find students at Job Fairs

There’s always students at Job Fairs. College students are looking for internships and jobs after graduation. Job Fairs are a great place for them to find and network with future employers. Sign up for a small booth at local job fairs. You’re guaranteed to meet loads of students looking for jobs. Reach out to them, remind them that volunteering looks great on their resumes. You don’t want that to be the only reason why they choose to work with you, though. 🙂  Make sure that you have a signup sheet where interested volunteers give you their email IDs and phone numbers. Give out a small give away such as pen or pencil with your organization’s name on it.

Talk to Professors about your needs

Professors often have a very good idea of their student’s skills and needs. If you are looking for a volunteers for a fund raising Marathon, talk to a Professor in the Sports Management Department and find out how to recruit volunteers. They may have physical and electronic notice boards where they can post your requirement. Or they may be willing to send out an email to all the students in the department on your behalf. You may get lucky and have professors and other faculty volunteering too.

Use the Fraternity/Sorority system

Fraternity & Sorority List
Fraternity & Sorority List

Sororities and Fraternities often look for local charities to partner with on social projects. Most sorority/fraternity websites will give you details of past projects that they’ve worked on. Find sororities/fraternities that have worked on projects similar to yours and get in touch with them. Sororities/fraternities can find you large numbers of volunteers. So if you have a high demand event, like a Marathon, this is a great source of college student volunteers.

Speak to Hobby Groups

Universities are filled with special interest groups and clubs. Whether they are programmers, culinary enthusiasts, or love to read, most groups love getting their name out in the community. Most clubs and groups are listed on the university website. Reach out to them to find volunteers specific to your projects.

Talk to Church Groups

Religion-based groups are always looking for ways to give back to the community. One simple way to recruit college student volunteers is to speak at informal church gatherings. Explain your volunteer requirements and why they should sign up. Make sure that you collect email IDs and phone numbers.

Whichever way (s) you use to find your volunteers, make sure that you get in touch with them within a week of contact. Students have multiple demands on their time and short attention spans. So you want to get them when you still have top of the mind recall.

Tap directly into what motivates students

Students are busy people, but they do indeed have time to volunteer. So think of the reasons why students volunteer. Here are a couple of easy ones – a) to gain work experience b) to have fun with their friends. So find opportunities that help students gain skills directly related to their field of study. Communicate clearly what they can hope to gain (what they can put on their resume, who they will meet and be able to network with…). If there’s a way to give credit for the volunteer hours and service, make sure that happens.

Get Social

Use your web pages and social media handles to share photos and videos about volunteering opportunities and the achievements of your student volunteers. Post before and after pictures, interviews with the volunteers. Use your tech-savvy college volunteers to set up a You Tube channel, an Instagram account, a Facebook page and any other social media accounts that you want. Partner with the college radio station or newspaper to pump up your social media community.

Give Swag

Most people like free stuff, especially young people. Give away t-shirts for example, when your volunteers complete a certain number of hours. If you don’t have the budget for it, get local businesses that appeal to the student demographic to sponsor your shirts. To widen the appeal, hold a student t-shirt design contest and use the winning design for your non-profit’s signature shirt. Get a “cool” t-shirt and it can help brand your volunteer program.

Give volunteers easy ways to sign up

Sign up on V4S Personal
Sign up on V4S Personal

Young people are busy with a million things. Give them easy ways to know when you have opportunities for them to volunteer with you. If you use Volunteers for Salesforce, you can post your Jobs and Shifts calendar on your website and allow volunteers to sign up there. With the V4S Personal, you can be on your college student’s mobile device where they are always on. You can let your student volunteers’ sign up for Jobs and Shifts directly on their mobile phones.

Volunteering is a great option for college students because it costs them only a few hours of their time. It also gives them the time to bond with other students and make lasting friendships. Use these tips to draw and engage bright, smart college student volunteers for your organization.

Automatic Meal and Rest Breaks – An Employer’s Guide

Breaks
Image by Engin_Akyurt from Pixabay

Different 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.

Meal and Rest Breaks
Meal and Rest 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

Configuring Automatic Breaks
Configuring Automatic Breaks

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.

 

Have you converted Volunteers to Donors?

Convert Volunteers to Dono

Looking to grow your donor base? A fantastic place to start is to convert your Volunteers to Donors. According to Abila’s Donor Loyalty Study, 75% of those who volunteered say they are more likely to donate. That is an overwhelming statistic and one that nonprofits should leverage. Studies also show that volunteers donate 10 times more than non-volunteers.

So how do you convert volunteers to donors for your nonprofit? Here are five best practices to help you convert volunteers to donors.

Acknowledge Volunteers like you do Donors

Treat your volunteers right. They may not make monetary contributions.  But the time that they donate to your nonprofit has a tangible monetary value. According to the Independent Sector, the  value of Volunteer Time in 2019 was $ 25.43 per hour. So a volunteer who spends 10 hours with you, has made a contribution of over $ 250 to your nonprofit.

Are you telling your volunteers how much you appreciate their time and effort? Try and do that at as many opportunities as possible. If you can, try to quantify their activity into how much money or time they’ve saved your organization.

For example, “The supporters that you brought to the Annual Walkathon helped us raise an additional $ 5000 this year. This will help us serve another 100 people. Your time and effort helped make this possible!”

Track all volunteer activity

Do you track all volunteer hours diligently? Do you have reports that tell you how many hours a volunteer spent with you this year vs last year? Can you track volunteer retention rates?

Tracking each volunteer interaction gives you a better understanding of the volunteer’s engagement with your organization. And, if you don’t know how the volunteer helped, how can you appropriately thank them?

Tracking all the volunteer hours spent with your organization provide great statistics for grant requests too.

Acknowledge Volunteer Milestones

Volunteer Awards Report
Volunteer Awards Report

Tracking all volunteer hours lets you keep track of specific volunteer milestones. Set up simple acknowledgements or rewards for when volunteers complete specific hour-based or time-based milestones. For example, a volunteer reaches 50 hours this year or completes 3 years of volunteering with you. Reach out to the volunteer. Make a public gesture. Show them that you are aware of their effort and interest in your cause.

Give your volunteers opportunities to share their experiences

Social media share
Social media share

Give your volunteers easy ways for them to share their experience on social media. Use their experience quotes on your website, in a newsletter. Talk to your volunteers about why they do what they do. They can become great ambassadors for your cause. And that may inspire their friends to become donors to your nonprofit.

Ask your Volunteers

Finally, just get down and ask your volunteers for donations. Communication is key, whether it’s with volunteers or donors. According to the Institute for Fundraising, 8 out of 10 people donate after being asked to do so. Don’t assume that your volunteers know your cause and therefore will donate automatically. Maybe they don’t know that your organization needs the money; they may just know that you need volunteers. They may not even know the best or easiest way to donate.

So a simple , straight forward ask may suffice. Perhaps you could set up a way for volunteers to donate a small amount every month. Think of it as a SIP donation plan for volunteers. They could give you $ 10/20/50 every month. That may be easier for some volunteers.

Have you already converted some volunteers to donors? How did you do it? Do share your stories with us.

5 ways to manage your business while on vacation!

—Pngtree—fresh sea travel graduation tour_912789Vacation time isn’t just a perk for employees – business owners and entrepreneurs need a break just as much, if not more. They are a time for spending much needed time with your family and/or friends as well as for de-stressing and revitalizing yourself, while refreshing your mind with new ideas. But not only is it common for small business owners to not take vacations, they are known to worry when they do take one.

But the fact is that a vacation is one of the best things that you can do for yourself, your business and your customers:

  • A vacation gives you a physical and mental break.
  • You’ll learn that your employees and customers can live without you for a few days. Perhaps, you’ll even discover a key employee who can be your trusted lieutenant.
  • You’ll come back with a refreshed perspective and new ideas for your business
  • Most importantly, you’ll avoid burnout and resentment that can destroy employee and customer relationships.

With all the technology available today, you can thwart vacation anxiety and go on a relaxing vacation with things running smoothly in your absence. Here are some tips to get rid of vacation anxiety while you’re away, whether you’re relaxing on the beach, hiking up those mountains or chasing animals on safari.

  1. Choose the right person to hold the fort for you: The absolute first thing that you should do is to select a trusted employee to stand in for you. Make sure that it’s someone who knows your business well. Ensure that you transition smoothly by going over routine and unexpected tasks with her/him. Figure out what issues constitute an emergency where s/he should get in touch with you right away.
  2. Communicate with your customers and staff: Problems arise if customers expect you to be around but can’t get in touch. Tell them about your vacation plans in advance. Remind them before you leave. Let them know who’ll be in charge and what they should expect. Make sure you tell your employees too. Keep them informed of how much/little time you plan to spend on work-related matters. Clarify your expectations, so that your team knows how and when to reach out to you.
  3. Set boundaries for yourself: Just as you set boundaries for your customers and employees, set boundaries for yourself. Forty percent of travelers agreed that their smartphone was the most important thing that they take on vacation. And that they check work emails often. But let’s face it, it’s not a vacation if you stay glued to your phone all day. If you’ve committed to staying in touch via email every day, pick convenient time slots and stick with it. If you plan on spending an hour every day on work, ideally pick a 30-minute slot in the morning when the rest of your vacation group is getting ready and a 30-minute slot in the evening when you can check emails, calls, chats. Avoid the temptation to check in more frequently.
  4. Manage your phone and email: You may be on vacation, but the rest of your world isn’t.
    • Set up an email auto-responder and a voice mail message clearly stating the dates that you will be out of reach
    • Tell people that you will get back to them after you return if it is a non-urgent matter
    • Make sure that the message has details of who they should get in touch with for urgent matters
    • If there is an issue that you need to deal with, do it in the time that you’ve set apart for work
    • Only respond to critical matters. Make a note of the other matters, so that you can deal with them after you get back
    • If there is something really urgent and critical, then a face to face meeting with your stand-in or other employees or customers may be necessary. Use Facetime. Google Hangouts, Google Duo or Skype for a live video-chat.
  5. Stay in the loop with collaboration tools: If your team uses a web-based collaboration tool such as Trello, Asana, Slack or Evernote, use it to stay in the loop – but within the boundaries you’ve set for yourself. If your team uses project management or time tracking tools, you can check your daily/weekly reports. Again, within the time boundaries that you’ve set for yourself. With access to tools like this, you’ll realize that you can troubleshoot in real time, without being tied to your office desk. And that your business is running just fine.

Running a business on vacation, may be a challenge. But it’s definitely something that can be done. All it needs is some planning and preparation and making use of technology to stay in touch. So if you’re off on a vacation, go on. Have a great time!

 

6 Top Time Clock Rules for Hourly Employees

As an employer, you have many responsibilities but perhaps the most important one is complying with government rules and regulations. Recently, the time clock rules for hourly employees have changed and you need to make sure that you  comply with the Fair Labor Standards Act (FLSA). You need to be compliant in recording work hours, breaks, overtime and calculating wages for hourly employees.

The Department of Labor (DOL) is very strict about enforcing time clock rules. If you break these rules,  your company can be penalized with substantial fines for every lapse. The best way to ensure that you fulfill federal and state time clock rules is to use a good time tracking software system.  Ensure that the system tracks employees clocking in and out at the beginning and end of their workday. And lets them check in and out of specific jobs/projects.

Hourly Vs Salaried Employees

When understanding the FLSA rules, the most critical thing is the difference between salaried and hourly employees.

A salaried employee receives pay based on an annual sum or salary. As the employer, you decide the pay period – weekly, bi-weekly or monthly. A salaried employee is not obligated to complete a time sheet, though you may use one for project management or other tracking purposes. The salaried employee’s pay is based on the salary as a whole, rather than on the actual hours worked. So, if a salaried employee works a little over or under the normal 40-hour work week, the employer doesn’t need to keep track of their work hours.

An hourly employee, gets paid by the hour for the number of hours that they worked. As the employer, you decide how many hours your hourly employee must work. Some US states and cities have authorized predictive scheduling laws that mandate that hourly employees be given a specified  amount of notice of the hours they need to work.

An hourly worker is obligated to record their working hours through a timesheet or timecard system that the employer must verify.

Time Clock rules for Hourly Employees

To help you with your FLSA obligations with hourly employees, we reviewed the important rules that you need to keep in mind. These rules are for your hourly employees clocking in and out and tracking their work hours. Here are the top 6:

  • Time tracking system
  • Reported Hours Rounding
  • Maintaining time sheet records
  • Clocking in and out
  • Confirming hours
  • Clarifying time tracking policies

Time Tracking System

The FLSA does not obligate you to use any specific kind of time tracking system.

Mobile and web time tracking
Mobile, web & Salesforce time tracking

You are free to choose any type of system to track employee time as long as it is accurate. It’s important that the system that you use tracks actual hours worked including any breaks.

dftly’s Time Tracker app is used by many businesses to track time for individual employees and teams. It works on mobile devices, on web pages and within Salesforce, with all time tracking data securely inside Salesforce, regardless of what device it was recorded on. Click here to see how your employees can record their time easily and accurately, wherever they may be working.

Rounding work hours.

The FLSA allows you to round your employees’ reported time to the nearest specified increment. You are permitted to round your employees’ time up or down. For example, if you are rounding off in 10-minute intervals and your employee finishes work at 5:16 p.m., the time should be rounded up to 5:20 p.m.

You need to round up and down fairly. If you are always rounding down (where minutes are deducted), you may be breaking overtime and minimum wage laws.

Make sure that your time tracking system automatically rounds up or down to ensure accuracy and fairness. If the rounding up has caused your employees to be entitled to overtime, then you are obligated to pay that overtime, based on the overtime laws for your state/city.

Maintaining time sheet records

Employers are required to keep time cards (or other records) that demonstrate how your hourly employees wages were calculated for a period of at least two years. The two-year period is required by the US Department of Labor and you are required to provide access to the Wage and Hour Division access to inspect your records when necessary. So make sure that your time tracking software can store timesheet records for as long as necessary. With the Time Tracker, since all records are stored securely in Salesforce, you can always maintain time records for the necessary time-frames.

Clocking in and out

As the employer, you can decide whether your hourly employees are allowed to clock in early or clock out late. However, it should only be a few minutes and not hours. With the Time Tracker, you can easily add a limit on clocking in early and clocking out late. In addition, you can configure the Time Tracker to automatically log out or check out an employee after a certain number of hours or minutes for mandatory break times.

Confirming hours

Your hourly workers should have the opportunity to confirm their hours at the

Employees verify worked hours
Employees verify worked hours

end of every pay period. Although a good time tracking system would have recorded the work time accurately, your hourly employees should be able to review and verify their hours,

Your time tracking system should give you or a designated supervisor/manager with the functionality to approve time cards. In addition, you or the manager should receive emails notifications if there are any anomalies in the time cards.

Clarifying time tracking policies

Use photos to avoid buddy punching
Use photos to avoid buddy punching

As the employer, you must inform all hourly employees of the policies and procedures regarding your time clock rules. We suggest that you include it as part of your employee handbook and provide training on how to use the time tracking system. Policies that should be explained include:

  • What happens if employees are caught tampering, or attempting to tamper with the time tracking system
  • The consequences if employees are caught trying to commit time theft
  • What happens if employees are caught buddy punching (trying to clock in and out for their colleagues).

Make the right choice for your business

Given the importance of adhering to time clock rules, it may be impossible to adhere to state and federal requirements, with just manual time cards. Investing in a good, accurate time tracking software system is the right choice for most businesses. It’s not just about potential legal and compliance problems, but you could be losing money on payroll, if you are not correctly calculating work hours with overtime and rounding.

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Checking in volunteer groups with V4S Kiosk

Checking in volunteer groups is one of the toughest things to handle for volunteer managers. Having a group of volunteers come in to volunteer together is fantastic. But tracking those new volunteers and their work time? Now that is a real challenge for you as a Volunteer Manager or Coordinator.

Multiple volunteer signup by number
Multiple volunteer signup by number

Volunteers for Salesforce gives you the functionality of adding in the number of volunteers that come as a part of a group. The point person for a group can set the total number of people in the group. This screenshot shows you how a group leader signs up a group of 20 volunteers using V4S Personal on her mobile.

But that’s really all you can record with the standard Volunteers for Salesforce data structure. The fact that the group leader is bringing in 19 other people, other than herself. There’s no way to track who the individual members of the group are. Or any of their contact information.

Extend volunteer value

For your organization, that individual volunteer data is critical. You want to be able to keep track of every volunteer that ever comes in touch with your organization. A volunteer that comes as part of a group could very likely become a repeat individual volunteer.  If you build a deeper relationship and extend communication with that volunteer, she or he could contribute to your organization by becoming more involved.

Working with group volunteers in V4S Kiosk

Based on requests and interactions with several of our V4S Kiosk customers,

Checking in group volunteers
Checking in group volunteers

we’ve now introduced a new feature to check in multiple volunteers that come in as part of a group. If the group leader comes in a little earlier than the Job / Shift start time, then she can Signup the other volunteers in her group to the specific Job / Shift. Note the

Volunteer group dropdown
Volunteer group dropdown

way that the Add multiple volunteers screen is set up in V4S Kiosk. If you have multiple volunteer groups that are coming in, you could sign up people from different groups using the same screen, by selecting the right group name for the specific volunteer that you are signing up.

If your organization requires that each volunteer sign a waiver form, you would be able to set that up. When the individual volunteer checks in to start work on the Job / Shift, she would be asked to read and sign a waiver form, right within V4S Kiosk.

Volunteer data in Salesforce

volunteer data in salesforceAll the new volunteers signed in on the V4S Kiosk get added to Volunteers as Salesforce as Contact records, with the configured Volunteer Group field updated. If so configured, the Date Waiver signed and the actual waiver signed along with the signature is stored inside Salesforce. Now you have the luxury of being able to get to all volunteer data easily and securely, right inside Salesforce.

Just imagine how much effort and time you would save with group corporate volunteers. Additionally, using the Waiver add-on would give you the ability to save effort with tracking volunteer waivers and being compliant legally. Now isn’t that something you should be checking out?

Time tracking in Salesforce

Two years ago, we started down the route of time tracking on mobile devices for field and remote workers. All data from the mobile devices synced back into Salesforce in near real-time. Our goal was to give field workers the ability to get their work times into Salesforce on a mobile. We did build a simple way to track time automatically within Salesforce, but it was quite limited in functionality.

From our market research, we saw that there was a need for time tracking data to be synced to Salesforce. Since invoicing, project management and payroll were all within Salesforce, that work hours should be in Salesforce too made sense. PSA apps, ERP apps… all included time tracking as a part of their functionality. And those apps tracked work time for employees who worked within Salesforce. So, we decided that we would not play in that space – at the time.

Mobile and web apps

Mobile Time Tracker Clock out
Mobile Time Tracker Clock out

Our initial focus was on the mobile space where field workers and remote workers could track their work times. Our goal was to enable workers to track time easily and with little fuss on their familiar phones. Soon after, based on customer requests, we rolled out a Web-based Time Tracker. This was meant for workers who were not comfortable using mobile apps. The one big feature that we added in the Web version was the ability for users to enter time after the fact. This enabled workers to enter their time at the end of the day. Soon we rolled out the capability to enter multiple lines on a timesheet. Now, people who worked on multiple jobs during the day could enter a full timesheet once a day or week.

Time sheet entries on mobile, web or in Salesforce
Timesheet entries on mobile and web

With more customer requests, we added more functionality to both the Web and the mobile apps. We introduced configurable fields that could be displayed on both the mobile and on web apps. A new Team time tracking app on the mobile lets a single Team Lead check her entire team in. We updated the mobile app to allow configurable geo-tracking and photographs. This feature allowed us to minimize buddy punching. We introduced addresses that could be opened in Google/Apple maps to help field people find their next job-site. On the web app, we added an Approval mechanism for timesheets. Now managers and supervisors can approve/reject time entries for team members.

Over a year and a half, both the mobile app and the web apps grew with more functionality. But we did not do much on the Salesforce time tracking functionality.

Time Tracking in Salesforce

Over this calendar year, though, we’ve seen a renewed interest in time tracking inside Salesforce. To the point where now, over 60% of our leads are looking for Time Tracking within Salesforce.

The May 2019 EU Court of Justice ruling and the Fair Labor Standards Act (FLSA) requirements have pushed time tracking to center stage. Any business that has employees is now affected by regulatory compliance for time worked, overtime calculation and break time compliance. And that has pushed interest in time tracking within Salesforce.

Time sheet entry in Salesforce

Luckily for us, because of our Mobile app, we had a lot of functionality within Salesforce already. The objects themselves, reports,  dashboards – all these existed. We have now added a number of other functions that make life easier with Salesforce. Some examples:

  • A Lightning component that can be added as a Time Tracker pop-up from the Salesforce utility bar, to track time against ANY object, including the one that the user is currently working on.
  • A multi-check in time tracking option that helps enter their complete timesheet for a day or a week at a time, after-the-fact.
  • A Summary Timesheet page that helps users within Salesforce select a date and add/see all the time entries for that day, so users can make sure they’ve recorded all their work for a given date.

Overall, we now have one of the strongest offerings for time tracking, be it on the mobile, on the Web or within Salesforce. And the best part is that you could have a combination of users, some using our mobile app, some on the web and others inside Salesforce. Regardless of where the time tracking happens, Salesforce is the single repository of all time tracking data. So integration with payroll, invoicing and ERP systems becomes that much easier.

We are thrilled to say now that we are the Timekeepers for Salesforce!

Measuring Nonprofit Impact and Outcomes – data is key!

After School ProgramsAs an organization, your nonprofit’s impact, perhaps it’s very existence is based upon the outcome it has on your community and stakeholders. Underlying everything that you do are some key questions that you should be able to answer:

  • Do our programs make a real difference to the people that we serve?
  • What evidence of impact can we show to our funders and other stakeholders?
  • Given that our resources are finite, what programs should we focus on?

Answering these questions means that you need to have the data to back it up. Unfortunately, there’s no magic wand that you can wave to bring all the data together. It means putting in place systems and technology to gather the data in as easy a manner as possible.

In this article, we talk about nonprofits that focus on after-school programs, summer camps, sports programs, music, dance and art programs. Especially ones that deal with children and youth. In the time that we’ve worked in this area, we found that there are three basic  pillars that you need for success.

  1. Automate manual tasks (get more face time with the kids)
  2. Build your systems for scale (do it right and you will grow)
  3. Track the right data (prove your impact and secure more funding)

Automate Manual Tasks

Class Attendance Tracking
Class Attendance Tracking

Software can help to automate tedious, manual processes. One example of this is attendance tracking for your programs. Instead of spending time, manually completing this task with clipboard and paper or a spreadsheet, use a mobile app to automate this process. It not only saves you time on the front-end, but lets you gather additional data that you can use later to review for county / state compliance requirements and to review individual student attendance. If you use Salesforce’s Nonprofit Success Pack (NPSP) and Volunteers for Salesforce (V4S), you already have the basic building blocks in place. It’s simple to configure V4S’s Jobs and Shifts structure to track course and class enrollment and attendance. Most importantly, this automation puts time back in the hands of your staff members or volunteers handling the classes. Time that can be spent interacting with the students face-to-face, giving them more hands-on help.

So automate those mundane tasks quickly, and give the children the attention they need to get the most out of your programs.

Build your systems for scale

With the education and crime problems that youth are facing in our society, nonprofits that work with youth need to step up and have a bigger impact to help with the problems. Research indicates that nonprofit organizations that grow, prepare systematically for growth. This means that you need to put in place plans and priorities. You need to have in place systems and processes that will help you scale to the next level. Fortunately, if you are already using Salesforce NPSP, you already have in place a system that will grow with you and scale infinitely with you. What you need to do is ensure that you put in place the right criteria for your programs and make sure that they are properly tracked in Salesforce.

Track the right data

Track relevant outcome data
Track relevant outcome data

You need to track the data that will help move your nonprofit’s mission forward. So decide what those outcomes should be. Outcomes could range form improving grade-level reading or math skills for elementary school students to improving standardized test scores for high school students. With Salesforce, you get the breadth and depth of platform to collect any amount of data for any size population very easily. And with the wealth of reports and dashboards, you can analyze the outcomes you want accurately and precisely. You can communicate easily with student stakeholders, giving them updates about individual students. With the ability to prove your impact to funders and grant makers, the more likely you are to receive additional funding.

So train your staff and volunteers to properly use your software for data collection. Show them the big picture and convince them that collecting data is worthwhile. After all, it’s measuring the outcomes of your efforts that matter. And that’s possible only with the right data.