Late Time Entry Analysis for ConnectWise Manage

Why should you use the Late Time Entry Analysis app? 

An employee incurs a late time entry every time a task is completed without a corresponding time entry. When this happens, issues that affect employee utilization and business profitability issues may arise. 

Below are some of these issues that the Late Time Analysis app can help avoid: 

• Inaccurate time entry details - Late time entries, especially those logged too long after the corresponding tasks are completed, may not be accurate because employees tend to forget the ticket details that they need to log. Ticket details like the actions taken, issues raised, and the time it took to complete the task are easily forgotten if not documented right away, thus affecting the accuracy of time entries.  
  
• Missed billable hours - When time entries are logged late, some billable hours may be undocumented or unavailable on time.
• Incomplete data for utilization and agreement profitability computations - Important key performance indicators (KPIs) like utilization and agreement profitability rely heavily on an accurate time entry and become incomplete if late time entry is not addressed. 
• Misalignment and ineffective collaboration between the technician and client - Properly logged time entries give information on what happened to certain tickets. However, if an employee does not log the completed task on time, it will be difficult for the clients and other employees to understand what happened to the ticket and what needs to be done next.

Prerequisites 

• Active ConnectWise Manage Integration
• ConnectWise Manage Late Time Entry Alert 3.0 (Real-Time) bot 
• Admin permissions to modify the settings

How to access the Late Time Entry Analysis app 

Follow these steps to view the Late Time Entry Analysis for ConnectWise: 

1. Log in to the MSPbots app. 
2. Click Apps on the left pane.
3. When the My Application screen opens, click Late Time Entry Analysis for ConnectWise Manage.

What are the available Late Time Entry dashboards?

There are late time entry reports that you can access with the Late Time Entry Analysis app. Each report has various widgets that help you monitor the time entry metrics of your company and employees.

This section discusses the Late Time Entry dashboards and the corresponding widgets. You can also watch this video for more information: 

ConnectWise Late Time Entry Report - Company

The ConnectWise Late Time Entry Report - Company report shows a detailed analysis of your company's overall late time entry values. Here are the widgets in this report: 

ConnectWise Late Time Entry Report - User

ConnectWise Late Time Entry Report - Team

How to set up Late Time Entry Analysis 

Administrators can adjust the settings for the Late Time Entry dashboards from the ConnectWise Late Time Entry Settings page. These are the dashboard settings that can be configured from this page:  

Set up acceptable average late hours 

• Set the tolerable average late hours for your MSP. This will be the baseline of how we assess your best-performing employee in logging time entries. 

Follow these steps to set the acceptable average late hours of your MSP:

1. On the ConnectWise Late Time Entry Report page, point to Settings, and then click ConnectWise Late Time Entry Settings.
2. In the What is the average late hours per time entry that is tolerable in your MSP? box, enter the acceptable average late hours per time entry in your MSP.
3. Click Submit.
   
   
   
   

Exclude users and work types from the report

You can exclude specific users who are not required to have time entries. You can also exclude specific work types from metric computations.

Follow these steps to exclude the time entries of specific users and work types from the report:

1. On the ConnectWise Late Time Entry Report page, point to Settings, and then click ConnectWise Late Time Entry Settings.
2. In the CW Late Time Entry Settings pane, select the Exclude user(s) list, then select the users you want to exclude from the late time entry report.
3. From the Exclude work type(s) list, you can select the work types that you want to include from the late time entry report.
4. Click Submit.
   
   
   
   

Set the late time entry threshold

You can set the number of minutes past the ticket's scheduled end time to determine if a time entry is late. By default, time entries past the ticket due date and time are considered late. The account administrator can update the number of minutes that will make an entry late.

To set the late time entry threshold, follow these steps:

1. On the ConnectWise Late Time Entry Report page, point to Settings, and then click ConnectWise Late Time Entry Settings.
2. In the How long past ticket schedule end time is late? box, enter the required number of minutes (or hours) given to the technicians to enter their time entry before it is considered late.​
3. Click Submit.  
   
   

How to create teams for the late-time entry game feature

If you are an admin user, you can create teams in Late Time Entry to begin accessing the game feature of the app.

To create the teams, follow these steps:

1. On the ConnectWise Late Time Entry Report page, point to Settings, and then click ConnectWise Late Time Entry Settings to open the settings page. 
2. When the ConnectWise Late Time Entry Settings page opens, scroll down to the Team Member section and do the following:  
   1. Under the Team Name column, enter the name of the teams.
   2. Then go to the Team ID column and assign an ID for each team.
   3. Lastly, under the Team Member list, select the names of the employees that belong to each team.
3. Click Submit.