May Masterclass: Timesheets

This masterclass covered the features of timesheets and PTO (Paid Time Off) tracking in Steelhead Technologies software.
Key Features and Functionalities:
Timesheets:
Time Clock: Allows employees to clock in and out using a dedicated device.
Payroll Data Export: Facilitates data export for payroll processing, including integration with different payroll providers.
Cost Tracking: Tracks costs per department or product, allowing for detailed cost analysis.
Overtime Management: Rules for defining and managing overtime, with automated review triggers for time segments requiring admin attention.
User Management: Easy setup and management of users, including assigning roles, permissions, and supervisor relationships.
PTO Tracking:
Time Off Plans: Create and manage HR policies for different types of time off (sick leave, vacation, unpaid leave, holiday) and apply these to employees.
Accrual Rules: Define accrual rates for different time off types, ensuring accurate tracking and management of employee PTO.
Request and Approval Workflow: Employees can request time off through the software, which is then reviewed and approved by admins. Approved and requested time off is visible in a calendar view for easy management.
Software Demonstration:
Admin View:
Setting up and configuring timesheets in domain settings.
Reviewing and approving time off requests.
Viewing and managing collected time data, including active timers and payroll reports.
Adjusting time segments for accurate time tracking and cost allocation.
Operator View:
Logging in to request time off and viewing approved time off.
Using the time clock mode on dedicated devices to clock in and out, with an option for missed clock events to notify admins.
Integration and Reporting:
Payroll Report: Consolidates all time data, including overtime and PTO, into a single report for payroll processing.
Efficiency Tracking: Possibility of creating efficiency reports by comparing direct labor time to overall clocked-in time.
Export Options: Configurable CSV file export for integration with various payroll systems.
Questions and Answers:
Discussion on tracking non-productive time (maintenance, training) and potential solutions within the software.
Confirmation of historical data visibility for PTO, including denied requests.
Upcoming feature: Biometric login for enhanced security and convenience.
Conclusion:
Steelhead Technologies provides a comprehensive, integrated solution for timesheets and PTO tracking, helping businesses streamline payroll processing and cost management.
The session concluded with a Q&A, addressing specific user concerns and future enhancements.