Keeping track of working time is essential for ensuring productivity, profitability and employee satisfaction. With Teambook, you can accurately track the working time of every member of your team.
In this article, we’ll take you through a step-by-step tutorial to optimise your use of Teambook.
1. Define your organisation’s key skills
Start by identifying and defining the essential skills within your organisation. Create tags for each skill. These tags will help you to categorise and filter your resources later.
2. Create your users
Add each member of your team as a user in Teambook. If some of them work part-time, specify their working hours.
And don’t forget, Teambook doesn’t charge per user. So you can add as many collaborators as you need, including subcontractors, while limiting their access through authorisations.
3. Tag assignment
Assign each user the tags corresponding to their skills. These tags will enable you to quickly filter schedules and projects to find the skills available at a given time.
4. Public holidays and automated systems
Teambook automatically recognises public holidays in your country. If you have employees abroad, use the automatic functions to adjust their public holidays according to their location.
5. Regular planning
Plan your project resources regularly. With Teambook, the availability of each member is clearly indicated, taking into account slots already booked and part-time work.
6. Recurring bookings
For repetitive tasks, use the recurring booking function. Whether daily, weekly or monthly, this function makes time management much easier.
7. Drag and Drop
If you are overloaded with work, use the “drag & drop” function to easily reallocate booking slots.
8. Time tracking
Ask your consultants to enter the actual hours spent on projects. This will enable you to keep accurate track of the time spent on each project and to prepare invoices for projects invoiced by the hour.
9. Dashboard / Reporting
Use the dedicated reports to track budgets and actual times, project by project.
10. Team management
If your company is organised into teams with dedicated managers, use Teambook’s team concept. This will enable you to focus on the members available and share resources between different teams.
Accurate monitoring of working time is essential to the success of any project. With Teambook, you have a powerful tool at your disposal to manage your team’s time effectively.
By following this tutorial, you’ll be able to optimise your use of Teambook and ensure the productivity and satisfaction of your team. Happy planning!
And if you want to get started, it’s easy, no obligation and above all free for up to 10 projects! Get started now!