Manager guide

As a manager, you’re responsible for setting up and maintaining the structure that your team uses to track their R&D time. You also generate the reports needed for tax filings and grant reporting.

What you can do

Your dashboard shows the three cards every employee has, plus eight of your own. Everything below sits under one of them.

On the cards you share with your team

• Time entries — log your own time as an employee does, and review and edit entries for anyone in your workspace.
• Tasks — create, organise, archive and re-parent the whole task tree, and reassign entries that were logged against the wrong task.
• Audit log — see every change made in your organisation, not only your own, and export it.

On your own cards

• Reports — export spreadsheets for tax filings and grant reporting.
• Projects — organise work around a grant or R&D claim, link the classifications it covers, and generate its filing package.
• Users — invite team members, change roles, deactivate and reactivate accounts.
• Time compliance — check at a glance which team members met their weekly time targets.
• Classifications — set up classification schemes (like the Frascati categories) and assign them to tasks.
• Documents — store supporting documents linked to employees or projects.
• Time targets — set daily targets per weekday and assign them to people.
• SSO settings — set up Microsoft or Google single sign-on for your workspace.

Typical setup workflow

When you first start using belsimple for your organisation:

1. Create initial tasks — build your task tree to reflect your R&D activities and projects. Your team members can also create tasks, so you don’t have to do this alone.
2. Set up classifications — use the built-in Frascati template or create your own classification scheme.
3. Assign classifications to tasks — tag each task with the appropriate classes.
4. Invite your team — send invitations to team members by email.
5. Brief your team — point them to the Employee guide and let them know they can create tasks for their own activities too.

After setup, your regular duties are generating reports, reviewing entries, and maintaining the task/classification structure as projects evolve.