Time Posting Goals enable team managers to set and keep track of productivity goals. They make it easier to get a quick snapshot of how team’s users’ hours are tracking against their daily, weekly, or monthly goals. Users who are subscribed to the posting reminder emails will receive helpful email reminders and summary emails to help them stay on track by reminding them to post their time.
How do I set up my team's goals?
Provided you are assigned a Team Manager role, you will see the Time Posting Goals page link in the left side navigation within your Timeline under Analytics. Here you are able to view your team’s Posting Goals, edit or delete existing goals, and set up new ones.
When you set up a goal, you are able to specify the start date, time zone and duration for the goal (1).
You are also able to set how long after the period ends you would like any reminder or summary emails to be sent (2).
Please note that the Summaries Section is for an overview of the whole teams time, it's recommended that this is for Management or Finance team - see below for an example of a Summary Email.
You are able to select which team members (3) are included within the time posting goal. It will default to include all team members and any new members that join your team are added with the Default of hours. You can choose to exclude any team members as you wish.
Expected hours settings
A default amount of hours per day can be set up for all users to inherit. This can be amended at any time for any user on individual days.
For example, if there are part time employees in the team their working days or their daily hours across the week can be amended to suit. The hours can easily be reverted back to default with a click if needed.
Reminder emails preview
Reminder emails are sent to all the team members included in the goal set up that have not met the goal for that period. They act as a reminder to team members to post their remaining time or mark leave time. They can be scheduled to be sent at the end of the period, allowing team members to post their time prior to their manager receiving the summary email for that period. Users are able to opt out of reminder emails should they wish to do so.
Summary emails preview
Summary emails are sent to the selected list of recipients, usually the management or finance team. These emails can be set up to be sent a little after the period ends to allow users to receive and act upon the reminder email first. The summary emails include a brief table summary of team members within the body of the email as well as a detailed spreadsheet attached. The recipients of the summary email can be amended at any time from the settings page in the WiseTime Timeline.