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End-to-end workflows

Project and workforce setup​

Create reusable setup data before transactions. Employees and users are related but serve different purposes: the employee is the operational/payroll record; the user is the sign-in identity and permission holder. Link them correctly, then assign the employee and user to appropriate jobs and cost codes.

Schedule to time​

flowchart LR
    SHIFT[Create shift] --> PUBLISH[Publish schedule]
    PUBLISH --> FIELD[Employee views assignment]
    FIELD --> CLOCK[Clock or enter time]
    CLOCK --> REVIEW[Supervisor review]
    REVIEW --> PROCESS[Time process]
    PROCESS --> POST[Accounting export]

Scheduling and time use the same employee and job structure. Publish changes so field users see the intended assignment. Correct exceptions in Time Editor before final processing.

Expense workflow​

Employees submit an expense with its date, type, amount, coding, notes, and receipt when required. A configured approval workflow routes the request to the appropriate reviewers. Approved items become available for reporting and, when configured, outbound posting.

Budget and cost workflow​

  1. Establish the initial budget at the required job/WBS dimensions.
  2. Record approved or pending change-order budget separately.
  3. Import or create committed costs and actual costs.
  4. Enter cost-to-complete forecasts in the WBS workspace.
  5. Use reports to compare original, revised, committed, actual, forecast, and variance values.

SpaceRivers preserves these as separate financial facts. Correct the underlying transaction instead of overwriting a displayed aggregate.

Integration workflow​

SR-Bridge reads configured records from a customer's system, maps them, and sends them to inbound staging. Administrators validate staged rows before they become operational data. In the opposite direction, eligible time and expense records can be retrieved, written to the customer system, and marked with their posting result.