AEO card — Time Sheets & PTO Tracking | May 2025 Masterclass
Masterclass Time Sheets & PTO Tracking | May 2025 Masterclass
Identity & metadata
Video title Time Sheets & PTO Tracking | May 2025 Masterclass
Date published Set at publish
Duration 41:40
Video type Webinar / Masterclass demo with Q&A
Audience HR and payroll admins, supervisors, hourly operators,
and deployment teams enabling centralized time clocks, accruals,
approvals, payroll exports,
and departmental costing hooks in Steelhead
Video summary
In one sentence Deployment leader Steven Helminen walks admins through configuring time sheets
under Domain Settings (Timers and
Time Sheets), building hourly PIN users tied to accounting products,
reusable Time Off Plans with
allocations, approving requests alongside calendar snapshots,
payroll report segment editing and overtime rollup, configurably exported
payroll CSV,
kiosk PIN time clock posture, operator self-service balances, flexing departmental splits on segments,

and standalone PTO workflows with extended Q&A.
What this video covers Frames admin versus operator workloads with customer anecdotes about consolidating payroll
vendors retiring paper vacation
cards and exposing balances operators can read themselves,
then tours Domain Settings timers and time
sheets payroll products pay-period anchors stitched shifts
overtime safeguards admin-reviewed short or long punches hourly
provisioning with supervisors
PINs default accounting-product departments reusable Time Off Plans plus per-hire allocations
approvals
calendars supervisor filters retrospective rejected requests segmented payroll timelines
lunch-split edits Assigned Product breakdown flex
departmental splits auto overtime apply configurable CSV kiosk
mode missed-punch escalation self-service balances and chat
Q&A threading maintenance training Lydia follow-up biometric roadmap.
Problem it solves Hourly payroll accruals and approvals often live
outside ERP workflows with paper forms ad hoc
spreadsheets and duplicate answers about balances,
blinding admins to overlaps until exports fail.
Key capabilities shown • Domain Settings timers and time sheets payroll products stitched shifts overtime safeguards
• Hourly users with PIN supervisors default accounting payroll products department defaults
• Reusable Time Off Plans single allocation per tenure accruals carry overs holidays
• Request review edits comments approvals calendar overlays supervisor rejection filters histories
• Payroll segmentation warnings lunch splits auto overtime briefcase department swaps CSV downloads
• Dedicated kiosk clock PIN rotations missed punches operator balances approvals history optional PTO-only footprint
How the demo flows • Welcome stories objectives comparing admin workflows and operator workloads plus mute guidance
• Domain timers and time sheets anchors overtime stitching admin-only review thresholds
• Sample hourly user creation PIN supervisors accounting payroll products defaults
• Time Sheets grid active segments Time Off Plan allocation approvals calendar payroll linkage
• Segment edits lunches overtime apply briefcase flex CSV kiosk missed punches chat Q&A wrap
Full transcript
Speaker Hosted by Steven Helminen,
Deployment leader,
Steelhead (primary);
attendee Zoom chat, microphone Q&A facilitation voices
audible in transcript
Transcript [00:03] Alright, let's go ahead and get started. Thank you everyone for joining our Steelhead Masterclass
webinar. this is our May event. Amanda, I'm gonna put you on mute. there we
go. Eric's joining. so this is our May webinar session, masterclass. We will be covering
time sheets and PTO tracking. My name is Steven Helminen and I am a deployment
leader here at Steelhead Technologies.

[00:33] Our objective today is to go over time sheets and PTO tracking. We will also
be doing a software, demonstration, and then at the end there will be a q
and a session. So, we'll, we'll make sure we have time at the end of
our masterclass for any q and a. if you do have a question as we
go along, if there's something that you would like me to dig deeper on or
provide more detail on,

[00:57] please come off mute and ask that question. otherwise please refrain until the end of
the masterclass prior to doing a q and a session. So overall, here we go
for time sheets and PTO tracking. The features that we'll be talking about today are
the time clock, doing a data export for payroll, cost tracking, managing time off plans,
and then managing the workflow for time off as well.

[01:26] All of this being in one system and that system being Steelhead Technologies, oops, sorry.
A couple of stories that I have from customers. one of my customers that I've
worked with, configuring their HR time sheets, they were able to end their contract with
a DP as as a result of getting on time sheets for steelhead. I had
another customer that we worked with

[01:51] that they were able to get rid of their paper, PTO or vacation request forms
and do that all within Steelhead. So that was a great benefit for both of
those customers. We've had other customers that have, had the privilege or had the benefit
of, of not having to answer the question from, from their hourly employees that how
much vacation do I have? Those, those are all questions.

[02:15] That's all data that's presented and available to the operators within the system. and we'll
show that today. So from here, lemme jump over to steelhead Software. Excuse me, I'm
gonna switch screens here. Gonna go into steelhead. So should we all should be looking
at the main screen, the home screen here for steelhead. our software demonstration is really
going

[02:48] to be two part, the first part is we're going to focus on more of
the admin HR responsibilities. And then afterwards, the second part, we're gonna focus on what
the operator will be seeing and interacting with on, on a regular basis. So from
here, the first thing that we would do as far as just setting, setting up
and configuration of time sheets is navigating

[03:11] to our domain settings. So I'll click there within the domain settings, and then I'll
navigate down to timers and time sheets. These are all of our configuration settings that
would be applicable to time sheets. First thing we need to do is make sure
that our time sheets is enabled. This feature, will be, will appear on the home
screen if we have this icon enabled.

[03:34] From there, for costing reasons, we may want to include a product. This is accounting
product category, for, for, for payroll. So we can track, cost per good sold, in
this case, per per employer per the time that's collected, per employee. Moving over, we
have our pay period. in this instance we are doing a one week pay period.
We also have the option for two weeks,

[04:01] and then we wanna select a date and time that coincides with the beginning of
our, of our pay period. So in this instance, when this was originally set up,
nine four is a Monday. So our pay period is from Monday to Sunday, and
this is the beginning of that pay period that's being used for configuration. Below we
can set up overtime what, what constitutes as overtime.

[04:24] We can also set up some basic rules for that would require admin review. So
if it, if there is a time segment that is less than three hours, so
if I'm clocked in for less than three hours for any instance, this would be
trigger a review, be performed by an admin. Likewise, on the other end, we have
a rule that we can create if any time segment is greater than eight

[04:50] hours, that would also require an admin review or supervisor if we so choose. from
there, this last rule is if anything is, if, if we have two time segments,
within a four hour period, that is going to be assumed that they're, they are
of the same shift. So those are some of the configuration settings that we would
create and set up when we are first setting up time sheets

[05:17] and the use of time sheets within steelhead. And then after that, once those settings
are created, we would review our users. So I'll go to users and we have
for this domain, this, this customer, we have all of our users that are added.
What I'm going to be looking for is to ensure that for the employees that
will be using our time sheets, that we mark them as an hourly employee.

[05:47] Okay, so one thing that I can do, I'll demonstrate here is I'll create a
new user just to show you how, how easy this is. So I'm gonna go,
just gonna create a very simple user. This email here is just for, recovery, password
recovery. Okay. And then for time clock, what we're gonna want to do is make
sure, all

[06:27] of our employees are using a pin. So I'm just creating a pin for this
user, creating their role within the company, setting permissions. So what access do they have
within steelhead this product here? This is again for the accounting. So we have here
everything that we have designated as an accounting product for cost of goods sold. We
can do paint departments,

[06:53] we can track cost per paint department, per powder department. those are some of the
examples that we have here. So let's just say that as default, John Doe is
going to be working in our paint department. He is working as an hourly employee.
I can create a supervisor here. So he reports to Lars in this instance, and
then he is starting today. So with all of this information, I'm gonna go ahead

[07:18] and create that user John Doe, and then we will be able to, clock in
as John Doe and allocate time off if we need to for John Doe as
well. Okay. Any questions so far? I mean, we've talked through some of the configurations
on the domain settings to get time clock configured. We've created a user and where
I'm gonna navigate next is to time sheets and actually allocating that time off

[07:50] and making sure that HR plans are applied to that, that employee. Do we have
any questions so far? Any immediate questions? Okay. All right. So I'm gonna jump into
time sheets. First thing that we see here, this is all of the collected time
that we have per our hourly employees. we have three instances here at the top
of the list, where we can see that the icons are different.

[08:28] These are actually active, timers. So these people are currently clocked into steelhead for payroll
purposes. I can also navigate to view active time sheet segments, and this is gonna
be a filtered list of, of those, users that are currently and actively clocked in.
So if we need to perform an audit per shift on who is clocked in
and who's not, this is where we might go to see who is ac

[08:56] who is actually here today, who's clocked in, are there any employees that are supposed
to be here that are not here? This would be our first area to kind
of perform that audit to verify who is clocked in and who is not. If
I go to Schedule Time off, we're gonna be focusing on PTO and, other types
of time off that we might have. So here we have, I'm gonna navigate to,

[09:25] I'm just gonna let somebody in. All right, so I'm gonna go to setup time
off allocations, and then I'm actually gonna go to Time Off Plans. So this plan
here, we can create this in advance. This is gonna replicate any type of HR
policy related to Time Off. We would go ahead and create this, and then we
would be applying it to any new employee that is hired. So we create the
plan

[09:56] and then we apply the user is essentially what we're going to be doing. So
in an environment where we have lots of employee turnover, we have people coming in,
people leaving this, creating the HR plan separately from attributing to the employees, this will
make it extremely efficient to be able to do so. So we just created John
Doe, he was hired today. This is our plan that we've created, for

[10:26] that matches our HR policies. And if I go here, I can see we can
start creating different rules for time off, what type of time off it's going to
be. So I could do FM FMLA, how long this is applicable for, what is
my accrual, how am I accruing that time off? Those are all rules that can
be created that constitute a time off plan. But once this is created, so this
is gonna be more

[10:57] of a setup at initially and modify as needed. But once this is created, I'm
gonna go to time off allocation. I'm gonna search for John Doe. So we have
John Doe. If I click on this icon here, I'm actually gonna apply this plan
to this user, to this employee. I only need to do this once and as
long as he is an employee of a company, this time off accrual and rules
will apply for him.

[11:31] So let me dig into this a little deeper. So the first instance here, we
have sick leave. What this plan is telling us is for every year John Doe
is going to be getting 16 hours of sick leave. And that is going to
begin on the user start date. If I move down unpaid leave, this is really
gonna be a tracking mechanism for leaving early, no calls, no show leaving late.

[12:02] those types of, activities as we're, we can use this unpaid time as a tracking
mechanism vacation, we have our vacation policy. So upon the user start date we are
accruing. So on the anniversary year, we are accruing one hour of allocated time off
per week. And then once we've have three years under about, we are starting to
accrue two hours of paid time off per week with a maximum

[12:34] of 40 and 80 hours. So you can start to see there, what's, what's going
on. we can carry over time from one series, one time segment, to the next.
So these are the amount of hours that I'm gonna be carrying over from, from
each of those different types of buckets, if you will, for for vacation holiday, I'm
creating holiday time off as well. So these are all of a paid hours for
holidays that we have,

[13:03] but this is in, in essence, this is our a this is our HR time
off policy that we are creating per employee. So once I have this, what I'm
doing now back to what we were originally doing is we're we have this plan
and we're making it applicable for John Doe. So once I'm happy with this, I'll
go ahead and create the allocation plan. And we'll see here that we have, with
the time off type

[13:29] of sick leave, we have 16 hours available, or John has 16 hours available for
sick, sick leave. If I go to vacation, we can see that over the course
of, of, from 2024 to 2027, John is able to accrue 156 hours, and that's
a total amount of hours that he can accrue, but he is gonna be limited
to 40 hours, as a maximum. So could start seeing that there. And if I
expand this, this is, this is when John would be

[14:04] accruing those, those that PTO that vacation time. So this is really the schedule for
accruing that time off, but it's as, as easy as that. So we create our
time off plan, we have a user, we apply that time off plan per the
user, and as long as John doe's an employee, this plan and the progression of
John through that plan is already set up and, and created and, and easy to
manage.

[14:36] Okay, any questions on, on that? Okay, excellent. All right, so this is what, again,
we're, we're, we're, I'm operating as the admin. I'm in the time sheets. I'm creating
time off, I'm adding users. I'm applying that time off. the more the day-to-Day, things
that we might be doing as the admin within time sheets, we might be reviewing
requested time off. This is all requested through steelhead the software.

[15:13] So if I go to review, recruit, review, requested time off, I can see that
operators, Jordan, Peterson and Kelsey have requested time off. They have, they're both requesting eight
hours. So they're requesting, a shift off and then we can see, what day they're
requesting that on. So they, they're both requesting vacation. Jordan is requesting on 5 31,
Kelsey's requesting on five 30.

[15:43] So Thursday and Friday of this week, they're both requesting eight hours and there's 80
hours, remaining if approved. So they have, they both have available vacation time that they
have remaining, if this request is available, so they're not exceeding their allotted time off.
So me as the admin, I can, I have the option to approve or reject
these. I can edit it if I need to.

[16:16] If I click edit, I can include in here a comment. So approved 5 29,
I'm gonna go ahead and click save. So now I've added a comment. I'm gonna
go ahead and approve that. You can see here, I can edit that comment again
if I need to. All right, I do that same thing here. All right. So
I have a, a, I've approved both of those requests and if I go back
up a level,

[16:51] I can click on view calendar, and I can see a calendar view here of
all of our requested time offs that we have for per employee. So if it's
dark green, like all of these are, that means that vacation is approved. If it's
a, a lighter green, a lime green color, it means it's requested. So the same
actions that I did in the other screen and enlist form to approve that time
off,

[17:14] I could also do from this calendar view as well. So if I click on
any of these, I can see here, the details related to that time off. So
on Wednesday last week, we had Jordan off on vacation. I was, it looks like
I left early. potentially I, there's some unpaid leave that, that, I have here. Kelsey
was sick on Thursday, and then for this week, Kelsey was on vacation for,

[17:43] Tuesday and, and so on and so forth. So this gives you a high level
view of what support you may have in production. so if you have multiple operators
that are requesting time off on the same day, or you might be light on
production, this graphical view, this more, that this view here is a great snapshot into,
observing those instances and react, reacting to them accordingly.

[18:13] So all of this data is then visible if I go to our payroll report.
Now, all of that gets rolled up into our payroll report. So we were looking
at 5 27. Yes. Okay, so this is the pay period. This is the active,
the current pay period that we're in. We had previously just, just now approved time
off, vacation time off for Kelsey on Thursday five 30 and vacation for Jordan on
5 31.

[18:50] So this is all getting rolled up into our payroll report. We can also see
that, on Tuesday we have Eric worked 8.47 hours. He's also got a little icon
here, a caution icon. There's something that we need to review as the admin related
to his time. Kelsey was on vacation on Tuesday as well. And it looks like
I worked eight hours on on Tuesday. So all of that information, all

[19:18] that payroll information gets accumulated in this, this payroll report, including vacation, including other types
of time off. we can look at, look historically if we need to as well.
So we'll go back to the previous pay period and we can start seeing that
same vacation, unpaid leave, sick leave, et cetera. There's some other actions, some other icons,
some visual information that we can see here,

[19:43] and I'll, I'll get into that in a second. but as far as time off
and then the collection of that for the payroll report, I'll, I'll stop here, if
there are any questions. Yeah, hi there, Steve. I was wondering, does the, the calendar
views show, allocations that are in the, that are over after they've passed for record
keeping purposes, like look back and see what requests were granted in the past?

[20:16] Yes, absolutely. Yep. So there, there's all the historical information as far as requested, time
off will be collected and will be visible in that calendar as well. Okay, perfect.
How about denied requests? Will they be left there for records or just deleted? They,
yeah, we can navigate back there, but those are, we can change our filtering if
we need to. Sally will go to the calendar.

[20:42] We can filter by requested, approve or reject rejected. So if there was any rejected
re time off requests, we could also filter that and see that within the calendar
view here, time off type if we wanted to do some more filtering on the
type of time off, whether it be sick leave, vacation, holiday, et cetera. Those are
other filtering mechanisms that we have

[21:04] for the calendar view as well. And the last thing I'll note here just on
filters is you'll see it in a number of different areas within the time sheets.
we're able to filter upon supervisor. So if, if you're a shift lead and you're
curious as far as your, your operators, that your direct reports, you might be able
to select yourself, as a supervisor, and then you'd be able to see your direct
reports,

[21:30] the time off request that they have, et cetera. So that this is another filtering
mechanism that we have for the data that's in the calendar. So supervisor, time off
type and approval status inclusive of requested and rejected. Great question. Okay. All right. Let's
go back to the payroll report, and I'm gonna go to the previous pay period,
and then we're gonna start digging into this

[22:04] payroll report a little deeper. So the first thing I note here is we have
a banner, that's displaying that there is overtime, that has been accumulated per our rules.
So we had indicated that anything over 40 hours is going to be classified as
overtime, in our domain settings. So we can see for Eric, Eric has worked 44
hours. he worked a shift on Saturday, maybe he was doing maintenance on Saturday,

[22:37] but he has 4.08 hours on Saturday in excess of 40. This is being classified,
or being flagged as potentially being overtime. We also see that same yellow fill here
for Kelvin. it's showing that Kelvin has exceeded 40 hours as well. so this, this
might be over time. If you draw your attention over to the exclamation point over
here, there's something incorrect or that needs review

[23:12] of Kel Kelvin's collected time. So what we might do is expand the payroll report
for Kelvin, and we can start looking at the raw data for his collected time.
So for Monday, we can see that he worked from 7:00 AM to 3 29.
He had a 30 minute lunch period as well between his two time segments. So
we have our time segments that are denoted by an id. So a time segment
is really gonna be the activity

[23:46] of clocking in and clocking out. So anytime it's unpaid leave, such as lunch, in
this case, we'd be clocking out for lunch and then clocking in after lunch. So
that would though that time duration between those clock ins and clock out activity that's
going to be captured, as unpaid time off. if I go down here, I can
see on Friday we have a, this is the time segment that needs to be
reviewed.

[24:17] And if I'm just reviewing this, I can see that what Kel had done is
the clocked in in the morning at the beginning of the shift, and then it
clocked out at the end of the shift. it does not appear that Kelvin clocked
out for lunch. So what I might do here is I can review some of
the information here, related to a time segment. okay, what I can also do is
go ahead and create a break.

[24:53] So what, what I'm going to add is that I'm gonna add a lunch to
this. So I'm, I'm modifying this, this, this data to reflect, what we do for,
for lunchtime. So I'm gonna go ahead and save that. And you'll see here that
we took that one time segment and we broke it into two because of the
missed clock in and clock out event for, for the lunch. Okay? And you'll notice
that that exclamation point

[25:25] after we've done that review, after we've corrected the data has been removed. And if
I collapse this, we can see here now that Kelvin, this is no longer being,
flagged for overtime. So at this point, what I can do is I can auto
apply this overtime. If I click on this button, this will automatically apply the overtime.
So I'm gonna do that. And now what I see here is that for Eric,

[25:53] Eric has 40 hours of regular paid time, and he's got 4.08 hours of overtime.
If I expand, I'm gonna expand myself. In this case, I wanna talk a little
bit about the accounting behind or the, the accounting functions behind, payroll. We can see
here that my time segments, because I have, when I was created as a user
within steelhead, there's a default setting that was created.

[26:27] I was a, a product and accounting product was assigned to me. So I work
in the paint department. So any time, any cost that I accrue the company for
accounting purposes is gonna be attributed to the paint department. You can see that here.
So all of all of my time segments, all of the costing that I would,
contribute to the company is going to be classified, as,

[26:51] as a paint department. So what this does is allows you to track, employee costs
per department. We could do this for any and all departments that we have. We
can cut this really anyway that we need to for accounting purposes, if I need
to modify any of that. So those are the default settings. If I click on
the assigned product breakdowns, this little briefcase I can see here for all

[27:18] of my time segments, these are each, each of my time segments, I can actually
go ahead and change the, change the product code for accounting purposes if I need
to. So, looks like I've worked in the paid department all last week. I do
have some unpaid time leave there as well. but if I needed to change any
of these, I can for accounting purposes and costing purposes, I'll go ahead and click
save.

[27:46] and that will register all of that data. So at this point, once I'm satisfied
with the payroll report, what I can do is I can download the data, I
can click on this button that will download the data, and I will be generating
a CSV file, an Excel file, that can be imported into our payroll system, and
that this is configurable. So depending on which payroll provider you're using,

[28:17] that may be, that may be different, that that CSV export file may, may need
to be configured to match whatever the import requirements are for your payroll software provider.
but that is manageable. We can, we can, you'll, you'll work with your team member,
you'll work with your deployment specialist or deployment engineer, and to configure that file. Any
questions on payroll? We are running a little bit long.

[28:46] So, any questions? There's two questions in the chat. Can you have people flex between
departments for counting their time? Yes, you can. I demonstrate that what we do there
is click on the briefcase and then we have a dropdown menu of the available
product products that we have that we can assign per the, the collected time per
user. Can you use the PTO portion

[29:18] of the system without utilizing the full time sheet tracking for punching in and punching
out? Absolutely, yes, you can. they're really independent. You do not need to be using,
the, the clocking in and clocking out functions. we have certain customers that they, the
operator will request of their HR time off and HR manages all of the collection
of, of time off

[29:44] and tracking of that. but let me show you the benefit of, of using the
full system. So I'm logged in, I'm gonna navigate, so I'm, I'm putting on my
operator hat now. I'm kind of switching gears. I can see here under my account,
I'm currently clocked in, but I also am able to request time off directly through
the software. So in any instance with steelhead, each user will log in,

[30:12] and have login information. They'll have their own account access when they do that, and
they will be able to request time off through through the software. So if I
go here, I can request time off when it's going to be, what type of
time off I'm requesting, any sort of comments that I need to leave. and I'm
also being displayed how much time off that I have remaining here as well.

[30:39] Okay, once it's approved, it gets displayed here. So I have I 1 11 20
24, I took one hour vacation. This has been approved 5 22, I left early.
so that's also being displayed here as well, in this approved time off section, this
table here. Okay. Alright. I wanna just share one more thing and then we'll kind
of conclude and switch over to q and a. but through our domain settings,

[31:14] we can take a dedicated device and we can put it into time clock mode
and what that time clock mode looks like. I'm gonna do a new share here.
Okay. So we can do this with a dedicated device, we can switch it in
a time clock mode, and now we can put this in an area within the
shop or multiple, multiple clock in devices within a shop. And then what we can
do here, the operators can go in

[31:44] and pin in, hit submit, and then they can clock in for the day here
as well. So this would be, again, a dedicated device. I'm already clocked in here
as it as it shows. The only option I have at this point is to
clock out. I'm gonna do that here. As soon as I hit clock out, it's
gonna automatically log me out for the next user, the next employee in line to,
to clock in.

[32:09] So I'm gonna go ahead and clock back in. Can see now I'm currently clocked
out. The only option that I have is to clock in. Otherwise I can log
out without clocking in or out. But, this is, let me just clock in. As
soon as I clock in again, I'm, automatically logged out. Next person in line would
then clock in. Okay, lemme clock in or let me pin in one more time.

[32:36] If I miss a clock in or clock out event, I can always click this
button. So let's say I showed up to, showed up to work, start a shift
with seven for whatever reason I forgot to clock in the morning. I can always
click this button and that will signal for an admin, a supervisor, whoever it may
be that, they need to review my, my time segment. But if I click, I
click on this, let's say I forgot

[33:03] to clock out, I can include in here what time I clocked out at any
rationale that I need to include. And then this would be available for the admin
to review, that is performing payroll. So all in all, everything is very connected. It's
very, it's, it's one system with a, with, connected data. all of the different suite
of tools here are functioning together.

[33:32] All of the data is being reviewed, displayed and is available. but it's, it's, it's
a great system. We've had many successful customers that have used it. And, I'll, I'll
put a pin in there. Is there any questions that we have? We'll switch over
to the q and a. So let me actually gonna stop sharing. We're concluding the
software demonstration, and then I'm going to share the q

[34:01] and a slide here and lemme put this in the presentation mode. And I do
see one more question that came through chat. the question being, is there a potential
for biometric login in the future? yes, there is. That is on our product roadmap.
We are looking to add biometric login, currently. I don't have exact timing on when
that will be, but yes, that is something that we are looking to add to

[34:30] the, the, the time clock, tool. The mechanism is, is biometric logging. Okay. If you
have any questions, please come off mute. Ask them I have a question or some
more questions, Steven. Yes, please go ahead. I I don't mean to monopolize the time
here. So, I was speaking or chatting with Lydia, earlier. One of the things that
we have in our facility is, or we're looking for, is an ability to track,

[35:09] things like maintenance time or training time. Mm-Hmm. in addition to the productive time that
we would be tracking already in our work orders. Got it. she suggested that maybe
time sheets would be an opportunity for that. but I don't know how that would
function. So maybe you could gimme some heads up on that. Yes, yes. we have
the ability of creating, so our plans that we, we talked about consist

[35:36] of time off types, those are all definable as far as what the time off
types are. So if we wanted to track, maintenance activity, we, we could, what, and
what we might do there is create a time off type called, maintenance work. And
then what we could do in that instance is have our users clock in and
clock out, per, per those, maintenance events. It's, I hesitate to suggest it.

[36:07] it's not really what it's designed and, and meant to do. It is possible, it
that we could do that. but yeah, if we want to track, maintenance time, that
is a way that we could do it. And then we would, export that for,
accounting and, and, and be able to track the costs of, of those maintenance events
and how long they're taking. Yeah. So it is possible at This point, mm-Hmm, yeah.
At

[36:33] this point I'm not, I'm not super worried about the cost of those things, but
mm-hmm. For allocation of people's time. so the way that I have seen it done
in past experience is, we would create a work order for training and a work
order for maintenance on like, so we have a monthly work order that people then
allocate their time to when they're doing those types of activities.

[36:59] Mm-Hmm. And then it accumulates in the same spot that we would see, our labor
efficiency, you know what I mean? And you just starts it out as maintenance or
training, right? So Absolutely. That, that was the way that I kind of conceived to
do it, but I dunno if like, I dunno if you're the right guy to
talk about it, but there may be limitations that side too.

[37:22] So I, I dunno what the right choice is, right? Yeah. Yeah. you, you mentioned
you talk to Lydia, regarding this, this, okay. she Said talk to you. So I've
talked, So you're talking to me. Perfect. I'm talking To you. Yeah. Yeah. And we're
continuing to expand the capabilities of the software. There are things that we can do
today, as, as far as tracking who's doing what and,

[37:47] and do we have the right resources allocated for the activities that we're doing. but
we're continuing every day to expand our capabilities and add new functionality. I'm going to
talk to Lydia, as far as the, the conversation that you had with her. one
of the things that we do on our side is we track all of our
customer requests for, for features and, and, functionality.

[38:09] I wanna make sure that we have, I I like what you're suggesting a lot.
and there are, like I said, there are ways to solve it today, but I
think there will be, yeah. Some, some potential enhancements that we can do in that
area specifically. Yeah. Yeah. Just like when I look at the pure labor efficiency numbers
in the system right now, I'm kind of undervaluing some of the time that people
are spending

[38:31] Yes. That aren't, it isn't allocated to work orders, so I don't wanna shortchange people.
Right. Got it. So that's why I wanna get that going, you know, in some
form or fashion, but, yeah. Yeah, I do think the PTO part, part of what
you talked about today would be really helpful for us too. So, Yeah. Are you,
are you using station timers for, for costing purposes?

[38:51] Yeah. You are. Okay. One of the things that I'm doing presently is we have,
I have a customer I'm working with that is using time sheets for, for, for,
you know, the normal payroll processes. But using station timers, we're actually gonna be able
to create an efficiency report, comparing our station timers, the actual direct labor that we're
applying to in work order, and compare that against the,

[39:18] how long was I clocked in for today, and, and be able to compare those
two values for an operator and, and station efficiency, reporting purposes. So Right. Our Opportunity,
Again, I, I don't mean to monopolize the time because there's other people on here,
so we can talk about this offline list if you'd like, Steven, but Yeah, let's
do that. We, we track, Yeah, we track our payroll time in

[39:42] a different system already. Okay. And so we've already got a bunch of stuff that's
set up and we've got biometric punching and stuff like that, so I don't wanna
necessarily rock that boat. Mm-Hmm. So I'm combining the labor from the jobs and that
system in my own report right now. Got it. Got it. But I don't have
a good way of tracking pto, so that's why that brought, so I'll,

[40:03] I'll leave it at that and we can chat further after this. Excellent. Yep. I,
I like where you're going with that though. I think there's a lot of, a
lot of potential there. So, I, I would be interested in talking to you afterwards.
okay. Any other questions? Okay. All right. Just a quick time check. it's 1 42
Eastern time. we have time for maybe one or two more questions.

[40:38] If there are none, we can conclude early. But, any, any last questions, if you
have a question, please come off mute and ask. Otherwise, put it in the chat.
Going once, going twice. Okay. Thank you very much everyone for joining. stay tuned to
future masterclasses that we do in the future. And, again, appreciate your time today and,

[41:18] and, if you have any questions that you wanna send me or Kelsey, Kelsey's email
is displayed there, please send those to Kelsey and she can, make sure that the
right representative from Steelhead gets that question and we get an answer to you, as
quickly as possible. So thank you everyone. Bye.
Taxonomy tags
Steelhead product area Domain settings; timers; time sheets; users; payroll; time off allocations; kiosk experience
Feature / module Timers and Time Sheets; hourly PIN users; supervisors;
accounting payroll products; Time Off Plans; allocations
approvals calendar payroll CSV kiosk clock Assigned Product splits
Workflow category Configuration; accruals; approvals; auditing; payroll handoff operator self-service
Topics covered Historical calendar overlays rejected filters supervisor slices missed lunch splits
auto overtime apply briefcase departmental
flex CSV exports kiosk biometric roadmap maintenance training Lydia follow-up standalone PTO