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.

 

 

10 ways to track time! Part 1

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

10 ways to track time
10 ways to track time

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

Check In/Out in Salesforce
Check In/Out in Salesforce

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

Multi checkin in Salesforce
Multi checkin in Salesforce

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

Automatic time tracking in Salesforce
Automatic time tracking in Salesforce

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

Single time tracking in Salesforce
Single time tracking in Salesforce

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!

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.

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!

EU time tracking ruling: what it means for employees and employers

EU FlagThe Court of Justice of the European Union (ECJ) ruled last month that the member countries must establish detailed methods of tracking the hourly work of employees, so that they can be properly compensated for time worked.

The ruling stems from a lawsuit by the Federación de Servicios de Comisiones Obreras (CCOO), a Spanish trade union, against the Spanish subsidiary of Deutsche Bank. The main issues in question related to calculating overtime hours – 54% of which goes unrecorded in Spain – and protecting obligatory rest.  “Member States must require employers to set up an objective, reliable and accessible system enabling the duration of time worked each day by each worker to be measured,” the court said in its ruling.

The ECJ ruling is explicitly intended to protect the worker against potential workplace abuses. It is an effort to enforce the European Working Time Directive, which restricts employers from making employees work more than 48 hours a week, and grants people at least 11 consecutive hours of rest every day.

What the ECJ ruling means

The ECJ ruling extends to all companies operating in the EU. The ruling does not specify any guidelines for how employers should record work hours for their employees. In most cases, companies will need a clock-in/clock-out system that would allow them to monitor when employees start and end work, and when people have breaks. Employers will need to know employees’ exact work hours.

At first sight, this may seem cumbersome and backward. But given the technology available today, this could actually be a good idea, for both employers and employees. The “punch clock” has evolved, and businesses and employees don’t have to sacrifice contemporary technical flexibility for exact timekeeping. Modern time and attendance tracking software, often on the cloud, work on mobile phones. Clocking in and out is a matter of a tap on your smartphone screen or on a web page. So even if you are checking emails at home or taking a call from your boss, tracking that time isn’t really an inconvenience. Many of the software systems are priced such that small businesses can afford them. And most provide great analytical tools.

For employees

From an employee standpoint, there’s definitely a lot to be excited about.

Mobile and web time tracking
Mobile and web time tracking

Accurate time tracking provides irrefutable, objective proof against unlawful overtime. Time tracking thus becomes a tool towards building fairer, more accountable workplaces that help protect employee safety and health.

Moving beyond just clocking in and out, good time tracking can detail the time that employees spend on different tasks, when they take breaks and how long they last. It can help document off-site and off-hours work, as well as work-related travel, all of which are frequently overlooked. Basically, it gives employees full visibility into their work schedules – allowing them to address unhealthy workloads and the associated stress, anxiety and exhaustion that come with it.

For employers

Analyze employee time
Time Tracking reports

Companies can use time tracking to track employee working hours. It makes payroll much more accurate. Billing customers for work done is now much clearer and transparent and all hours worked can now be billed. The time tracking data collected is a great source of information on project budgets, project status, progress of works, employee productivity and many other aspects that are crucial for business success. For managers, it may make sense to combine data on the quantity and task breakdown of hours worked by employees with productivity information. It may turn out, for example, that a company would be better off with more workers keeping shorter hours than with an overworked team that’s less effective because of stress and exhaustion.

Conclusion

Time tracking doesn’t have to be tedious and cumbersome. With the right approach, you can make it an integral part of your business. Most makers of time tracking software tell customers that it’s vital to make it’s use mandatory to get people into the habit of tracking time, and that the data must be checked regularly to weed out abuses and negligence. If EU companies take the ECJ’s ruling seriously and apply it properly, it could do a world of good to their employees and their economies.

 

5 great reasons for tracking volunteer time

Last week, I was talking to the Executive Director of a small nonprofit. She said they had only 4 full-time employees, but over an 18 day period just before Christmas, they have over 2,500 volunteers who make their annual program possible.

The value of a volunteer’s time donated to a nonprofit is enormous. But tracking those hours is a challenge for most nonprofits – how many hours volunteers contributed and the impact of those hours (what was accomplished? what difference was made?). With volunteer time outweighing that of paid employees for most nonprofits, volunteer hours are exceptionally valuable.

So let’s take a quick look at 5 great reasons why tracking your volunteers’ time and including it in your budget and financials makes sense.

1. Money, money, money.

Funding for nonprofits
Funding for nonprofits

One of the biggest issues for most nonprofits is funding. It’s key to keeping your nonprofit afloat. Tracking volunteer hours can help your organization prove more qualified for a grant.

When reporting your organization’s impact to a grant provider, including volunteer hours, makes a huge difference. Independent Sector recently released the value of volunteer time of $ 25.43 per hour. If your nonprofit records just 8 hours of volunteer time per day, that works out to over $ 52,800 a year, calculated for just for 5 days a week.

The power of your nonprofit stems from the fact that so many individuals come together to work for your mission – something that is bigger than any single individual. When tracking and sharing your volunteers’ time and impact, grantors clearly see that you have a team of people that believe in your mission and that you are making a positive contribution to your community.

2. Keep ’em coming.

Retain volunteers
Retain volunteers

Volunteers appreciate recognition. Remember that we always count what we value. So tracking volunteer time, clearly shows your volunteers that you value the time that they are putting into your nonprofit. Sometimes, volunteers don’t see the connection between their donated time and your mission. This is the primary reason why volunteers don’t build long-term relationships with nonprofits. By crediting the volunteers’ time and recognizing them when they hit certain milestones, you automatically build a system of transparency and trust. And this can be key for volunteer retention.

3. Build an A-1 reputation.

Build a great reputation
Build a great reputation

Use your volunteer hours to attract new volunteers and donors. Use your tracked hours to build a great volunteer narrative. Let’s say, 300 volunteers put in, on an average 10 hours each over the year. That gives you a total value of 300*10*25.43 or $ 76,290 of volunteer work. Use that number not just to thank your volunteers, but put that in front of your donors and your grantors. When they see the impact of your volunteers’ time, they are more likely to want to be a part of your nonprofit. And the fact that you actually have concrete data, makes your organization seem more legitimate to prospective donors and grantors.

4. Get your ducks in a row.

Analyze your data
Analyze your data

Once you start tracking your volunteer time and where it is being spent, you can start improving your volunteer programs and ultimately strengthen your organization. Make sure that you ask your volunteers to track what they are working on, in addition to tracking the actual time spent. Once you collect this data, you can put it to good use to adjust your programs.

Let’s say, you notice that the total number of volunteer hours has increased, but you are actually getting fewer school backpacks packed. You look at your volunteer data in detail, and you see that 60% of your volunteer time is going towards marketing and administrative tasks and only 40% towards packing the backpacks.

Now if your short-term goal is to grow your nonprofit through marketing efforts, then this may be fine. On the other hand, if you want to get more backpacks out to school kids, then you can easily adjust your volunteer programs to need more volunteers on the backpack packing job. There’s countless ways you can improve and strengthen your programs once you have the volunteer data to back it up.

Tracking volunteer time will help you align your organization goals and your volunteers’ efforts.

5. No taxes, yeaaaah!

As a nonprofit, you don’t have to pay taxes. That’s great, but you still can’t escape

Nonprofit taxes
Nonprofit taxes

the paper-work. Use the Form 990 to your advantage. Since this form must be made public and the data is available on sites like Guidestar, donors and grantors use it to evaluate organization (s) that they want to engage with. Displaying accurate volunteer hours, is not just the right thing to do, it can also help with your funding efforts.

Never assume that your volunteer hours won’t look impressive, the fact that people in your community believe in you, to put in their own time is a huge testament to your nonprofit. Being transparent with your volunteer time gives your a great image with the public, with funders and with the government.

With Salesforce’s Nonprofit Success Pack and Volunteers for Salesforce, managing donors and volunteers is now easy. And with V4S Mobile, you can now track volunteer hours very easily on mobile devices. Reach out to us at info@dftly.com, for more information on volunteer tracking. We’ll be happy to help.

5 workplace time wasters (and how to eliminate them)

Time wasters at workIf you think of your workplace as an obstacle course filled with distractions, you’re not alone. Between long meetings, emails, social platform notifications, alerts from your mobile phone and loud colleagues, most of us are inundated with potential time wasters. But the killer is not just the distraction, it’s how much time it takes to get your focus back on the task at hand. According to a UC Irvine study, it takes an average of 23 minutes and 15 seconds to get back to where you left off, after an interruption. Honestly, it’s a wonder work gets done at all!

But maximizing your productivity at work can mean the difference between leaving at a reasonable time or being endlessly chained to your desk. Work-life balance is important to maintain your sanity and actually have a life outside work. So let’s identify some of the biggest time wasters in the workplace and see how we can address them.

Time Waster # 1: Email

We’ve all become addicted to email. It’s a great way of asynchronous

Too much email
Too much email

communication. Chances are checking email is the first thing you do when you wake up and the last thing you do before you go to bed. But emails can also lead to lots of unnecessary back-and-forth communication that wastes time. And with trigger-happy Reply All co-workers, your Inbox is probably full all the time!

Solution:

  • If it’s something that needs to be discussed, talk face to face with the person and get the issue resolved.
  • If you can’t do face to face, then call them on the phone and get the issue sorted out.
  • Follow the call with a quick email detailing what you discussed.
  • If you are not the person to whom the email is addressed, set it aside for later.
  • Check emails at specific times during the day. Respond to urgent ones quickly. Set aside others and Reply All emails to be dealt with at a later time.

Hack: If you are not the person to whom the email is addressed (you have only been CC:d), then don’t feel obliged to respond. Use the same logic when you send out emails too.

Time Waster #2: Meetings

Meandering Meetings
Meandering Meetings

Meetings can be a huge time-sink. And if they are poorly planned and executed, then they are doubly so.  Doodle (an online scheduling service) just released results of it’s study of 19 million meetings in the US, UK and Germany. The cost of poorly organized meetings just in the US in 2019 is estimated at $ 399 billion.

Solution:

  • Make sure that every meeting host has a set agenda to be discussed and that it’s distributed to attendees before the meeting starts.
  • Talk to the meeting host and ask why you should attend. If you feel that someone else from your team would be able to contribute more to the task at hand, then get them to go and give you an update.
  • If you are hosting the meeting, make sure that everything is set up and visual aids are up and running before people walk into the meeting.

Hack: Set up all your meetings to be stand-ups. Schedule them for 20-30 minutes. Very little chance that they’ll go over. 🙂

Time Waster # 3: Smartphones and Social distractions

Smartphones enable us to be more connected and tuned in. But it also comes

Social distractions on your phone
Social distractions on your phone

with a built in productivity sink. US adults spent an average of 3 hours 35 minutes per day on mobile devices in 2018. Recent research shows that 58% of staff spend at least 4 hours per week on non-work websites. That’s a lot of your work time that’s going into unproductive stuff.

Solution: 

  • Turn off all Notifications on your phone during work hours. Believe me, you’ll get a lot more done.
  • If you can’t resist checking your social media accounts every 5 minutes, block them.
  • Give yourself a proper lunch-break. Use that time to check all your social media accounts and non-work websites, without feeling guilty about it.

Hack: Put your phone face down when you’re working. Stops all calls and notifications. Most smartphones let you set up some numbers (family) that will still ring, when your phone is face down. But all other distractions will stop.

Time Waster #4: Chatty coworkers and a noisy office

It’s hard not to talk to colleagues. After all you spend 40 hours (perhaps more)

Chatty coworkers
Chatty coworkers

with them every week. But chatting with colleagues is one of the biggest time wasters. And with open plan offices, even if you aren’t chatting, the noise of others chatting, laughter, phone ring-tones can all contribute to stop you from staying focused.

Solution:

  • See if you can move or work in an empty conference area / room when you need to do focused work.
  • Limit banter to lunch time or break time.
  • If possible, see if you can work remotely when you have important things to complete.

Hack: Wear headphones while you work. Signals to your coworkers that you are busy and they’ll only disturb you if it’s work-related and important. Also, several studies state that listening to calming sounds like flowing water or rain can help you focus.

Time Waster #5: Failed multi-tasking

You probably think that multi-tasking makes you more productive. But the reality

Failed multi-tasking
Failed multi-tasking

is very different. Studies have consistently proved that the majority of people have lower performance when trying to do multiple tasks. So if you find yourself juggling 3 or more tasks at a time, it’s time to reevaluate your work habits.

Solution:

  • Spend some time creating a daily task list that promotes single-tasking.
  • Prioritize and then break up your day accordingly.  If possible, assign a set time to do each task, based on importance.
  • Complete one task before moving on to the next.

Hack: Put specific tasks at specific times on your calendar (phone/desktop/paper). Make sure that you do the tasks at those times.

While each one of these time wasters probably doesn’t seem that serious, collectively they can be a huge drain on your productivity and work time. They can prevent you from focusing on real work, causing you to stay late or taking unfinished work home to your family. I hope this list helps you identify your personal time wasters. And gives you some pointers on how you can get more quality time with your family and on things that you really enjoy. Good luck! And do share your tricks to eliminate time wasters.