Report time and expenses from a SharePoint calendar
Let
the staff tag SharePoint calendar events with time reporting
data and then report hours and expenses directly from their
calendars. The tag values are selected from dropdowns in
each event, which makes the tagging quick and minimizes
the risk for errors.
TimeCard creates a new calendar for each user. In
these calendars, the events have dropdowns for selection
of tag values. Each of the calendars also has a Reporting
button, that opens a Reporting dialog.
The TimeCard calendars may also be used for events
that should not be tagged with TimeCard values
and used for reporting.
You can use several subsites for TimeCard, for example
one for each department. Each of these sites have their
own reporting, and they can have their own settings and
tags.
Workflow
Each user plan their time in the TimeCard
SharePoint calendar and tag events with values selected
from dropdowns.
When it is time to report, the user presses the
Report button to open the Reporting dialog and review
the time before it is reported. Any changes made in
the Reporting dialog will be reflected back to the calendar.
At reporting, the data for the current reporting period
may be exported to an Excel sheet.
Embed a summary
The TimeCard Summary gives managers an overview
over reported and future events. The summary can be inserted
into any page in the site collection.
Features
Tag appointments/events with time reporting
data that transforms them into time sheets.
Report time directly from the calendar.
Visual overviews. See the time
to be reported in the calendar, in the reporting dialog
and in the Excel report.
Possibility to report expenses with the hours.
Default tag values may be used and added
automatically.
Add tag values in the subject automatically.
Filter out certain appointments/events from
the reporting, for example private events.
