Arrange ClockWise as simple or complex as you like
What you put in you can get out. The arrangement of your project is important! With the flexible projectstructure a lot is possible.
For example a simple implementation with projects ans customers you send your invoices to. Or a complex implementation with several projectmanagers on different project levels and digital customer approval.
The implementations of is important for what kind of data you can get from ClockWise and how you can do the authorization.
(1)Simple - (2)Managers at diffent levels
Big building projects, interregional projects, ESF/WBSO Collaboration projects
Use the customer project structure as a project folder structure. Enter the different collaboration partners as division in the division structure
The employees are assigned to the project parts they can work on. Project manager can approve their project hours from employees of different organisations.
Every organistaion can see how many hours their employees have entered. When using purchase tariffs Reversed Billing can be used to send reverse bills to the partners.
Employment agencies (IT, Consultants), Interim companies
In the customer/project structure the employment of a employee at a customer is the project. A contact at the customers can be assigned as manager of the 'project' and approve hours entered. A contact receives an e-mail with link when the hours are submitted by the employee (per week or month)After approval the ours can be billed directly.
Hospitals, schools, governmental institues,research and development companies
Use the customer project structure as a project folder structure. Use the customer folder not as a customer but for example as a folder with specific types of projects in it. Or os a folder as a department or location of your companie with it's own projects.
When both projects as employees are entered in departmerts of your company you can report on hours entered by an eployee of one departement for projects of an other department (hiring hours)
Mostly companies who are split in different entities over time.
Enter the different entities at the root level as customergroups. Enter the customers in (beneath) thes groups.
User different invoice templates and invoice number series for every entitie.
In the employee structure you can also enter the employees in the different entities.
Companies who work with hired employees
Enter your hired personal. Their hours can be billed to your customers and reverse billed to the employee.
Combinations of these different implementations are of course possible.
We gladly help you with it!
ClockWise has some default usergroups
- User (can enter hours and report own hours)
- Administrator (is superuser can do everything)
- Linemanager (to approve employees in it's departement)
- Customer (can approva project hours)
you can add usergroups with different roles and authorizations yourself. Much used is a usergroup for Finance or prejectmanagers