Tracking employees who don’t meet hour requirements needs ongoing monitoring of aggregated timecard data, but Salesforce lacks native dashboard widgets for this type of analysis and cannot filter on calculated hour totals.
Here’s how to build a comprehensive tracking system that automates compliance monitoring and provides actionable insights for management.
Build comprehensive employee tracking systems with automated compliance monitoring using Coefficient
SalesforceCoefficientSalesforcereports cannot filter on calculated hour totals per employee and require manual effort to identify non-compliant employees each week.provides a comprehensive tracking solution that continuously imports timecard data with scheduled refreshes, calculates real-time compliance status, and identifies employees falling below requirements automatically while providing historical analysis for performance reviews thatnative reporting simply cannot deliver.
How to make it work
Step 1. Set up automated data collection.
Import employee master data and timecard records using Coefficient with scheduled refreshes. This creates the foundation for continuous compliance monitoring without manual data gathering.
Step 2. Build real-time compliance calculations.
Create rolling calculations for current week, month, and quarter hours:. Build compliance dashboard with red/yellow/green status indicators for immediate visual assessment.
Step 3. Implement automated alert system.
Set up automated alerts for managers when employees fall behind target hours. Create predictive alerts that warn about potential non-compliance mid-week, enabling proactive intervention rather than reactive reporting.
Step 4. Create comprehensive tracking features.
Build trend analysis to identify employees with declining hour patterns and department comparison tracking. Focus on chronic under-performers versus occasional issues with exception reporting that highlights the most critical cases.
Transform reactive monitoring into proactive management
Start buildingThis tracking system provides automated workflow with Monday morning compliance reports, mid-week alerts, and quarterly trend analysis for strategic planning.your comprehensive employee hour tracking system today.