🕵🏻‍♂️ Controlling

Daily controlling tasks

The following things can be checked every day:

Time balance

Is everybody managing their timesheets, and are the following KPI’s OK?

  1. The time balance

  2. Unexpected overtime (use Timesheets >= 9h By Month & Employee filter)

  3. The rated billable ratio (near 100%)

Note

To check the timesheets, go to Timesheet App → Reporting → Time Balance.

Workload

Is everybody managing their workload, and are the following KPI’s OK?

  1. The workload amount (between 90% & 110%)

  2. Unexpected workload progress (use Unexpected Progress By Week filter)

Note

To check the timesheets, go to Timesheet App → Reporting → Workload.

Postbox

Check the letter box and process the mail, then:

  • Scan & import vendor bills, and alike into our ERP

  • Scan & import everything else into Seafile

Weekly controlling tasks

  • 🧹 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?