Original Process
Consultants fill out a paper timesheet, showing where they spent their time by
client, project, and activity. An inhouse mail system was used to
send the data to payroll. There a clerk would verify each
worksheet. Problems and questions were sent back to the
consultant for clarification. On the payroll cycle cutoff date, those employeess who
did not send in their worksheet received a phone call.
The worksheets were keyed into a spreadsheet, which contained hourly
rates, to create a detailed job cost analysis which became the
basis of a cost transfer journal entry. Some projects hours would be charged back to the "client".
The cost of routine activities stayed in the department. A summary of the hours worked became the basis for
computing payroll. The worksheets were filed as part of the
permanent payroll records of the company.
Periodic reports comparing budget to actual and prior
year were printed and distributed to all concerned.
How We Revised the Process
We produced a spreadsheet for the consultants to report their time. The
spreadsheet performed all the verification previously done by the
payroll clerk. On the cutoff date, all the spreadsheets were merged, and
an automatic e-mail was generated for missing informatioin or reports. All of the
required reports and the journal entry are now automatically
prepared and delivered to a distribution list by the system.
Additonally, historical data is saved on line and available for viewing
to an approved user list.