Service guides / AI automation
Scope & boundaries · AI automationTimesheet preparation: scope & boundaries
Define the outcome before requesting a price. Start with sample clock records and shift rules and plan a timesheet exception list for payroll review.
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The project in view
- Start with
- sample clock records and shift rules.
- Proposed result
- a timesheet exception list for payroll review.
- A decision to resolve
- missing clock-outs and overnight shifts.
This is a planning example. It does not describe a completed client engagement.
Scope & boundaries for this project
- Map the existing process before selecting automation. Keep a manual route for exceptions.
- Use “a timesheet exception list for payroll review” as the proposed deliverable; confirm what is included in that description.
- Resolve this boundary early: missing clock-outs and overnight shifts.
Questions to answer together
- Who uses the result, and what decision does it support?
- Which part of the current process is included?
- Which exceptions and adjacent tasks are excluded?
What to have at the end
A bounded scope with an owner, an intended result and explicit exclusions.
Record the decision on missing clock-outs and overnight shifts alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.