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
Everything an employee can do (log time, use the weekly timesheet, manage favourites), plus:
- Invite and manage users — add team members, change roles, deactivate accounts.
- Manage tasks — create, organise, archive, and re-parent the task tree.
- Configure classifications — set up classification schemes (like Frascati categories) and assign them to tasks.
- Review team entries — view and edit time entries for any user in your tenant.
- Generate reports — export spreadsheets for tax filings and grant reporting.
- Upload documents — store supporting documents linked to employees or projects.
- View the audit log — review all changes made in your organisation.
- Configure SSO — set up Microsoft or Google single sign-on for your tenant.
Typical setup workflow
When you first start using belsimple for your organisation:
- 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.
- Set up classifications — use the built-in Frascati template or create your own classification scheme.
- Assign classifications to tasks — tag each task with the appropriate classes.
- Invite your team — send invitations to team members by email.
- 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.