Controlling
===========

Daily controlling tasks
-----------------------

The following things can be checked every day:

- Time Balance: Is everybody managing their timesheets and is the time balance OK?
    - Timesheet App
    - Reporting > `Time Balances <https://erp.confirm.ch/web#action=657&model=confirm_hr.time.balance&view_type=list&cids=1&menu_id=293>`_ 
    - Apply the filter ``Timesheets >= 9h By Month & Employee``
- Rated Billable Ratio: Is the ``Rated Billable Ratio`` of everybody on track (i.e. near ``100%``)
    - Timesheet App
    - Reporting > `Time Balances`_
- Workload: Is everybody on track with their workload (i.e. workload between ``90%`` and ``110%``)?
    - Timesheet App 
    - Reporting > `Workloads <https://erp.confirm.ch/web#action=659&model=confirm_hr.workload.report&view_type=list&cids=1&menu_id=293>`_ 
    - Apply the filter ``Unexpected Progress By Week``
- Postbox: Check the letter box and process the mail.
    - Scan vendor bills to ``accounting@confirm.ch``
    - Scan everything else to ``erp@confirm.ch`` (if relevant)

Weekly controlling tasks
------------------------

- :ref:`Chores`: Are the chores done properly?
- Time Off: Are there open requests, and are they discussed? 

Monthly controlling tasks
-------------------------

By the 5th day of the following month, check the following:

- Customer Invoices: Are the customer invoices created and sent?
- Expense Reports: Are the reports for the last month created?