Software > IT projects > Time management system with project time recording needed for a medium-sized IT service provider

Time management system with project time recording needed for a medium-sized IT service provider

IT project from: IT service company (Germany)Project no. 15/355: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are looking for a time recording system. We are a medium-sized IT service provider with currently approx. 140 permanent employees, some hourly-based temporary staff and 2-3 freelancers who provide services for our customers. Some of the employees are based on site at the customer's location, some are deployed on a ticket basis to customer locations in the region, and some work remotely from their homes on large rollout projects during the week and/or at weekends. We create our invoice for the customer based on the employee's recorded working hours (mainly time-based billing). Time recording is therefore a central point in our company's work processes. Furthermore, the time entries are of course relevant for the employee's working time / absence account. Project or customer-based booking of working times and corresponding evaluation options are therefore essential. Otherwise, there are “normal” requirements for a comprehensive time recording system such as absence management, working time accounts, etc.

We have the following requirements for pure time recording:

  • Working time profiles (prefabricated profiles that can be assigned to employees)
  • Full-time
  • Part-time (various models)
  • Hourly workers, freelancers
  • Weekend work (compensation days,...)
  • Night work (surcharges, ArbZG)
  • On-call duty (only presentation, no creditable working time)
  • Make travel times separately identifiable
  • Break regulations
  • Core working hours
  • Time bookings via start / stop button (automatic question about customer / project. No booking without assignment)
  • Booking hours via smartphone
  • Mandatory booking to customers
  • Process for releasing hours (employees' monthly hours must be legitimized by a higher authority, e.g. HR or team leader)
  • Reports (productivity, absences, per region, per customer (monthly))
  • Time release of the employee (month is completed, retroactive processing of hours by employees is no longer possible)
  • Time recording for freelancers and hourly workers (so no minus)
  • Identify the hours that have been paid out (wage earners)

Projects / customers:

  • Create projects
  • Create sub-projects / activities, hierarchical 2-3 levels
  • Assign projects to employees / employee groups
  • Differentiation of productive / unproductive hours (characteristic, whether the hours (individual project elements) are billable to the customer or whether it is an internal element)

Absence management:

  • Vacation
  • Leave approval procedure
  • Sickness
  • Child sick
  • Reduction of hours
  • Special leave
  • Break times
  • Public holidays - also regional
  • Parental leave
  • Maternity leave
  • Further training
  • Unexcused absence
  • No assignment - unproductive (possibility to fill time that cannot be booked for customers)

User / Rights / Self service:

  • User self service
  • Overview of time account
  • Vacation days
  • Submit vacation requests
  • Sickness
  • Display of productive / non-productive hours / (hours billable to the customer or not)
  • Vacation planning of the team
  • Overtime reduction request
  • Warning
  • Time violation
  • Travel times
  • Shift planning - future
  • Calendar function
  • User hierarchy with corresponding assignment of rights (simple user, team leader, admin)
  • Infoboard (employees can be informed about important things)

Miscellaneous:

  • Resource management (tools, USB stick, fuel card, cell phone, ....),
  • Connection to the Active Directory
  • Record travel times and travel expenses, business trips
  • Simple shift planning
  • Calendar function
  • Forum / blog (possibility for employees to exchange information)
  • Document platform (can make documents available for employees to download (applications, information sheets, etc.))
  • Transfer of certain data fields to an SQL-DB (web portal) (In the web portal, our company's customers have access to monthly hours worked and billable hours and can confirm and approve them there for the invoice run).
  • Connection to wage/salary program ADDISON
  • Fleet management
  • Multilingualism is not required

Reporting:

  • Hour accounts, absences etc.
  • By customers/projects, teams, employees, absences
  • Annual reporting
  • Travel times
  • Structural data (male/female, age, length of service, etc.)
  • Export option e.g. csv

Technical requirements:

  • Should be able to run on our server (Windows) if possible
  • Cloud-based or pure web solution is not desired
  • Regular software updates desired
  • Service as a fixed flat rate or via hotline
  • Mobile version can run on Android devices

Required user access:

  • Administrators / managers / full access: approx. 5-7 people
  • Users with extended rights: approx. 5 people
  • Pure users: approx. 150 people (from PC workstations and mobile)
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