Case Study

PMS | Employee and Project Management Portal

A web platform to manage the employees data, track their timesheets and manage their allocations to various projects.

Dec 22, 2020 3 min read
PMS | Employee and Project Management Portal

The Challenge

We got this project from a staffing agency whose primary need was to manage employee data, track timesheets, and handle allocations across the various projects they picked up. There was no single system in place — employee records, project assignments, and billing were being tracked separately, creating gaps in visibility and making invoicing a manual effort.

What We Built

Project and Task Management

Admins and users can create new projects in the system and define tasks within them for timesheet tracking on a task-by-task basis. Timesheet data feeds into analytics visible on both the admin dashboard and individual user dashboards.

Employee Management and Time Tracking

Any number of employees and contacts can be added to the system. Once a project is created, employees are added as workers and can view their own tracked time on their personal dashboard. Admins get a full picture of tracked time by task and by project across the entire workforce.

Automated and Manual Invoicing

Recorded timesheets can be invoiced by the admin either automatically or manually directly from the system. Users can track their invoices from the invoices screen, and invoice analytics appear on the admin dashboard.

Account Management

Every user, including admins, can edit their own account details from their account settings.

The Result

The portal gave the staffing agency a single system to manage employees, track project time, and generate invoices — replacing disconnected manual processes. Admins get real-time visibility across all projects and timesheets, and the invoicing step that previously required manual reconciliation now runs directly from the timesheet data already in the system.

ERPPHPWeb AutomationCPanel
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