Dec. 16, 2024 - Automate Holiday Logs & Custom Field Formulas

What’s new?

Automatic Time Tracking for Holidays

If your organization logs holidays in timesheets, streamline the process with Metric AI! Say goodbye to manual entry - our system now supports automatic time logging for employee holidays.

How to set it up:

Go to: Settings > Time .
Enable Suggestions Mode:
- Choose either “Log time for today” or “Log time for yesterday”.
Turn on Log time from Holidays.
Disable Log time from Hard Allocations (if not needed).
Select a Time Off Project for logging.
Choose a Task for logging holiday hours.

Once set up, Metric AI will automatically create time entries for employees with scheduled holidays.

For example, if an employee has a holiday on December 25th:

With “Log time for today”, a time entry will be generated on December 25th, the same day.
With “Log time for yesterday”, a time entry for December 25th will be generated on December 26th.

Why it’s great:

Saves time by automating repetitive tasks.
Reduces errors in time tracking.
Ensures holiday hours are always accounted for in your reports.

Custom Fields in Report Formulas

Take your reporting to the next level with custom fields in formulas!

Example:

Add a custom field like “Default Bill Rate” (Rate type) for employees.
Use it in the People list to create a formula such as:
Potential Revenue = Default Bill Rate × Capacity Hours.

What this means for you:

Tailor reports to reflect your unique business metrics.
Gain deeper insights into potential revenue and performance.
Simplify calculations directly within Metric AI.