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

    • Apply the filter Timesheets >= 9h By Month & Employee

  • Rated Billable Ratio: Is the Rated Billable Ratio of everybody on track (i.e. near 100%)
  • Workload: Is everybody on track with their workload (i.e. workload between 90% and 110%)?

    • Timesheet App

    • Reporting > Workloads

    • 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

  • 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?