Registrering medarbetare/användare - Revision history

TR: Marked this version for translation

2015-10-12T12:26:38Z

Marked this version for translation

TR: /* User registration */

2015-10-12T12:20:30Z

‎User registration

TR: /* Employee registration */

2015-10-12T12:00:17Z

‎Employee registration

TR: Created page with "FORCETOC == Employee registration == In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used..."

2015-07-13T08:36:22Z

Created page with "__FORCETOC__ <translate> == Employee registration == In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used..."

New page

__FORCETOC__
<translate>

== Employee registration ==

In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used among other things in time reporting. The user register is in the base registers and it is used for login and authorisation.

A new employee record is opened in Backoffice: Base registers/Pro/Employees. If the parameter ”Automatic entering of users” is checked in Base registers/Pro/Parameters, tab General, a user profile will be set up automatically with the same code.

=== General ===

{{ExpandImage|bas-med-en-grafik1.png}}

{| class=mandeflist
|'''Employee code'''
|The most common employee code format is the two first letters in the first name and surname respectively
|-
|'''Name'''
|The employee’s name.
|-
|'''Telephone'''
|Telephone number is only necessary if it shall be shown on invoices to clients.
|-
|'''Staff category'''
|Employees can be divided into different categories.
|-
|'''Employee group'''
|The group that the employee belongs to.
|-
|'''Working team'''
|Another way to categorise employees. Also useful in resource planning.
|-
|'''Cost centre'''
|Can be used in posting of fee revenues. It can also be used as a suggestion in new projects, provided that the employee is a project manager and the system has been set in such a way.
|-
|'''Marathon Time'''
|Check the box if the employee is going to use Marathon Time time reporting.
|-
|'''Possible...'''
|State if the employee is a project manager, client manager or production manager. The employee will in that case be selectable from lists.
|-
|'''Active'''
|Check the box when the employee is active, remove the mark when she/he resign
|-
|'''Regular job code'''
|No longer in use
|-
|'''Password'''
|Password is only visible when creating a new employee record and only if the parameter “Automatic entering of users “ is on.
|}

=== Prices ===

{{ExpandImage|bas-med-en-Bild1.png}}

{| class=mandeflist
|'''Regular hourly rate'''
|The employee’s regular hourly rate.
|-
|'''Estimated price/hour'''
|For follow-up of the employee’s revenue estimate.
|-
|'''Calculated cost/hour'''
|The employee’s calculated cost.
|-
|'''Special hourly rates'''
|Exceptions from the regular rates are stated with: No, Exception on job code or Exception on job category.
|-
|'''Cat/code'''
|Specification of categories and/or codes with special rates.
|-
|'''Hourly rate'''
|Specifications of the special price for the category/code.
|}

=== Calendar ===

{{ExpandImage|bas-med-en-grafik3.png}}

{| class=mandeflist
|'''Calendar number'''
|Select calendar (working time measurement) for the employee. Start- and end dates are useful if the employee is altering between half time and full time employments.
|}

=== Vacation and overtime ===

{{ExpandImage|bas-med-en-grafik4.png}}

Vacation balance The number of unused vacation days for the vacation year is stated when creating employee record. The number is then decreasing every time she/he is reporting time on job code 930 for vacation.
Each time that the vacation year is changed, this field is reset.The number of approved vacation days for the new year will be automatically registered. Shown only in weekly reports in 04-72-10.

Vacation used The number of used vacation days is stated when creating employee record. The number is then increasing every time she/he is reporting time on job code 930 for vacation. Shown only in weekly reports in 04-72- 10.

OT balance Overtime balance per a certain date can also be set, if OT balance shall be shown as a separate column in Marathon Time.

OT balance per The day that the overtime balance is counted from.

OT compensation If you have selected to show overtime compensation, a balance is shown in 04-72-10 from the time reporting.

== User registration ==

User records are opened in Base registers/General/Users. The user record controls, among other things, login and authorisation.

=== General ===

{{ExpandImage|bas-med-en-grafik5.png}}

{| class=mandeflist
|'''Name'''
|The user’s name.
|-
|'''E-mail'''
|The user’s email address. It will be used in invoice approvals and to send new passwords
|-
|'''Language'''
|The user’s language in Marathon. Available languages are selectable in the menu.
|-
|'''Company/year'''
|The company that the user comes to when logging in. If you leave the year-field blank, she/he will automatically come to the last opened year in the named company.
|}

=== Printer ===

The different Marathon printers for printouts in Classic are stated in this tab.

=== Authorization ===

{{ExpandImage|bas-med-en-grafik12.png}}

{| class=mandeflist
|'''Alternative user code'''
|An alternative if the user wants to log in to his/her operative system with the same password as to Marathon. The alternative code can have up to 12 characters and the user can log in with both passwords.
|-
|'''Password'''
|Password settings are shown in Base registers/General/System parameters. The password may not contain special characters like å, ö, æ, ø, etc.
|-
|'''Incorrect login attempts'''
|Shall be zero. After five incorrect login attempts the user will be blocked
|-
|'''Date for forced change'''
|Date, maximum 90 days ahead.
|-
|'''Without changes'''
|Shall be zero. After five logins after forced change the user will be blocked.
|-
|'''Active period'''
|Used for limit an user’s access to Marathon during a certain time interval.
|-
|'''Blocked'''
|A checked box indicates that the user is blocked
|-
|'''Company authorization'''
|State the company that the user shall have access to, or check the box “all” below the company list if she/he shall have access to all companies.
|-
|'''General auth. group'''
|The authorization group that is valid for the companiest that the user has access to (settings in Administration).
|-
|'''Auth. group per company'''
|Used if the installation has different authorisations per company.
|-
|'''Group authorisation'''
|Settings for the user’s access to groups, collective groups and collective collective groups.
|}

=== Authorization Classic ===

Only in use if the authorization system in Administration/Authorization not is fully in use.

=== Approval ===

{{ExpandImage|bas-med-en-grafik6.png}}

This tab contains authorization details concerning approval of invoices; postings of cost invoices and project purchases, booking of supplier’s invoices and type of approval (pre-approval, final approval and blank).

To send reminders of new invoices to approve, check the box Send e-mail abou new invoices. Make sure that the user’s e-mail address has been stated in the General-tab

Approval of time reports- contact Kalin Setterberg for more information about this function.

=== Other ===

{{ExpandImage|bas-med-en-grafik7.png}}

{| class=mandeflist
|'''Employee code in PRO'''
|State only if the employee code differs from the user code
|-
|'''Contact person'''
|Check the box if the user is a contact person towards Kalin Setterberg. If ticked, the person will receive general information mails from Kalin Setterberg.
|-
|'''Kalin Setterberg'''
|Shows if the user is working at Kalin Setterberg. Used at the time of installation of Marathon, when the installation team sometimes creates own users in your company.
|-
|'''Immediate superior'''
|The user’s immediate superior can be stated. That can be used in e.g. approval of expenses reports where the immediate superior automatically is chosen as approver.
|}

[[Category:bas-med-en]]
</translate>

@@ Line 2: / Line 2: @@
 <translate>
-== Employee registration ==
+== Employee registration == <!--T:1-->
 In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used among other things in time reporting. The user register is in the base registers and it is used for login and authorisation.
 A new employee record is opened in Backoffice: Base registers/Pro/Employees. If the parameter ”Automatic entering of users” is checked in Base registers/Pro/Parameters, tab General, a user profile will be set up automatically with the same code.
-=== General ===
+=== General === <!--T:4-->
 {{ExpandImage|bas-med-en-grafik1.png}}
 {| class=mandeflist
 |'''Employee code'''
@@ Line 50: / Line 54: @@
 |}
-=== Prices ===
+=== Prices === <!--T:7-->
 {{ExpandImage|bas-med-en-Bild1.png}}
 {| class=mandeflist
 |'''Regular hourly rate'''
@@ Line 74: / Line 80: @@
 |}
-=== Calendar ===
+=== Calendar === <!--T:10-->
 {{ExpandImage|bas-med-en-grafik3.png}}
 {| class=mandeflist
 |'''Calendar number'''
@@ Line 83: / Line 91: @@
 |}
-=== Vacation and overtime ===
+=== Vacation and overtime === <!--T:13-->
 {{ExpandImage|bas-med-en-grafik4.png}}
 {| class=mandeflist
 |'''Vacation balance'''
@@ Line 105: / Line 115: @@
 |}
-== User registration ==
+== User registration == <!--T:16-->
 User records are opened in System: Base registers/General/Users. The user record controls, among other things, login and authorisation.
-=== General ===
+=== General === <!--T:18-->
 {{ExpandImage|bas-med-en-grafik5.png}}
 {| class=mandeflist
 |'''Name'''
@@ Line 127: / Line 140: @@
 |}
-=== Printer ===
+=== Printer === <!--T:21-->
 The different Marathon printers for printouts in Classic are stated in this tab.
-=== Authorisation ===
+=== Authorisation === <!--T:23-->
 {{ExpandImage|bas-med-en-grafik12.png}}
 {| class=mandeflist
 |'''Alternative user code'''
@@ Line 170: / Line 186: @@
 |}
-=== Authorisation Classic ===
+=== Authorisation Classic === <!--T:26-->
 Only in use if  the authorization system in Administration/Authorisation not is fully in use.
-=== Approval ===
+=== Approval === <!--T:28-->
 {{ExpandImage|bas-med-en-grafik6.png}}
 This tab contains authorisation details concerning approval of invoices; postings of cost invoices and project purchases, booking of supplier’s invoices and type of approval (pre-approval, final approval and blank).
 To send reminders of new invoices to approve, check the box Send e-mail about new invoices. Make sure that the user’s e-mail address has been stated in the General-tab
 Approval of time reports- contact Kalin Setterberg for more information about this function.
-=== Other ===
+=== Other === <!--T:33-->
 {{ExpandImage|bas-med-en-grafik7.png}}
 {| class=mandeflist
 |'''Employee code in PRO'''
@@ Line 203: / Line 226: @@
 [[Category:bas-med-en]]
 </translate>

@@ Line 107: / Line 107: @@
 == User registration ==
-User records are opened in Base registers/General/Users. The user record controls, among other things, login and authorisation.
+User records are opened in System: Base registers/General/Users. The user record controls, among other things, login and authorisation.
 === General ===
@@ Line 131: / Line 131: @@
 The different Marathon printers for printouts in Classic are stated in this tab.
-=== Authorization ===
+=== Authorisation ===
 {{ExpandImage|bas-med-en-grafik12.png}}
@@ Line 140: / Line 140: @@
 |-
 |'''Password'''
-|Password settings are shown in Base registers/General/System parameters. The password may not contain special characters like å, ö, æ, ø, etc.
+|Password settings are shown in System: Base registers/General/System parameters. The password may not contain special characters like å, ö, æ, ø, etc.
 |-
 |'''Incorrect login attempts'''
@@ Line 157: / Line 157: @@
 |A checked box indicates that the user is blocked
 |-
-|'''Company authorization'''
+|'''Company authorisation'''
 |State the company that the user shall have access to, or check the box “all” below the company list if she/he shall have access to all companies.
 |-
 |'''General auth. group'''
-|The authorization group that is valid for the companiest that the user has access to (settings in Administration).
+|The authorisation group that is valid for the companies that the user has access to.
 |-
 |'''Auth. group per company'''
@@ Line 170: / Line 170: @@
 |}
-=== Authorization Classic ===
+=== Authorisation Classic ===
-Only in use if  the authorization system in Administration/Authorization not is fully in use.
+Only in use if  the authorization system in Administration/Authorisation not is fully in use.
 === Approval ===
@@ Line 178: / Line 178: @@
 {{ExpandImage|bas-med-en-grafik6.png}}
-This tab contains authorization details concerning approval of invoices; postings of cost invoices and project purchases, booking of supplier’s invoices and type of approval (pre-approval, final approval and blank).
+This tab contains authorisation details concerning approval of invoices; postings of cost invoices and project purchases, booking of supplier’s invoices and type of approval (pre-approval, final approval and blank).
-To send reminders of new invoices to approve, check the box Send e-mail abou new invoices. Make sure that the user’s e-mail address has been stated in the General-tab
+To send reminders of new invoices to approve, check the box Send e-mail about new invoices. Make sure that the user’s e-mail address has been stated in the General-tab
 Approval of time reports- contact Kalin Setterberg for more information about this function.

@@ Line 87: / Line 87: @@
 {{ExpandImage|bas-med-en-grafik4.png}}
 Each time that the vacation year is changed, this field is reset.The number of approved vacation days for the new year will be automatically registered. Shown only in weekly reports in 04-72-10.
-Vacation used	The number of used vacation days is stated when creating employee record. The number is then increasing every time she/he is reporting time on job code 930 for vacation. Shown only in weekly reports in 04-72- 10.
+|The number of used vacation days is stated when creating employee record. The number is then increasing every time she/he is reporting time on job code 930 for vacation. Shown only in weekly reports in 04-72- 10.
-OT balance per  	The day that the overtime balance is counted from.
+|Overtime balance per a certain date can also be set, if OT balance shall be shown as a separate column in Marathon Time.
 == User registration ==

Registrering medarbetare/användare - Revision history

TR: Marked this version for translation

TR: /* User registration */

TR: /* Employee registration */

TR: Created page with "__FORCETOC__ == Employee registration == In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used..."

TR: Created page with "FORCETOC == Employee registration == In Marathon, employees and users have different roles. The employee register is in the project accounting and it is used..."