Difference between revisions of "Time report approval"

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m (JGE moved page Attest av tidrapporter to Time report approval without leaving a redirect: Namn på huvudsida ska vara på engelska)
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== Allmänt == <!--T:1-->
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== General == <!--T:1-->
   
 
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Approval of time reports is useful when a head of department shall approve her/his group's time reports. The system can be set such, that only approved time reports can be updated.
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Attest av tidrapporter används för att till exempel en avdelningschef kan attestera sina medarbetares tidrapporter. Det går också att ställa om systemet så att endast attesterade tidrapporter kan uppdateras.
  
   
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== Att komma igång == <!--T:3-->
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== Get started == <!--T:3-->
   
 
<!--T:4-->
  
<!--T:4-->
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Set the authorizations such that the approvers have access to Approval of time reports. That is done in {{pth|Administration|Authorization/Project accounting/Registration/Approval of time reports}}.
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Ställ in så att personerna som ska attestera har behörighet till Attest av tidrapporter. Det görs i {{pth|Administration|Behörighet/Projektredovisning/Registrering/Attest av tidrapporter}}.
  
   
 
<!--T:5-->
  
<!--T:5-->
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Select then whether the approving shall be per Group or per Working team. This is done in {{pth|System|Base registers/PRO/Parameters}}, tab {{tab|Fee}}.
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I {{pth|System|Basregister/PRO/Parametrar}}, fliken {{flik|Arvode}}, ställer ni sedan in om attestanterna ska attestera per Grupp eller Arbetsgrupp.
  
   
 
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{{ExpandImage|PRO-ATD-SV-grafik2.png}}
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{{ExpandImage|PRO-ATD-EN-grafik2.png}}
   
 
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There is also possibility to choose specific fee codes to appear in separate columns in the time report approval function, and to set up so that only approved time reports can be updated.
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Det finns även möjlighet att bryta ut enskilda arvodeskoder för att visas i separata kolumner samt att ställa in så att endast attesterade tidrapporter kan uppdateras.
  
   
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== Behörighet == <!--T:8-->
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== Authorization == <!--T:8-->
   
 
<!--T:9-->
  
<!--T:9-->
  +
Select the groups/working teams that the user shall be authorized to approve in {{pth|System|Base registers/General/Users}}. In the example below, Group is selected.
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I {{pth|System|Basregister/Allmänt/Användare}} ställer ni sedan in vilken eller vilka grupper/arbetsgrupper som användaren ska ha behörighet att attestera. I exemplet nedan är Grupp
  
  +
−
valt i parametrarna.
  
   
 
<!--T:10-->
  
<!--T:10-->
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If the box All is checked, all employees regardless of group or working team are selectable.
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Ett kryss i rutan Alla betyder att alla medarbetare, oavsett grupp- eller arbetsgruppstillhörighet, kan väljas.
  
   
 
<!--T:11-->
  
<!--T:11-->
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In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorized to.
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I Attest av tidrapporter kan attestanten sedan välja vilken grupp/arbetsgrupp denne ska attestera tidrapporter i. Attestanten kan endast se de grupper som denne är behörig till.
  
   
 
<!--T:12-->
  
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{{ExpandImage|PRO-ATD-SV-Bild1.png}}
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{{ExpandImage|PRO-ATD-EN-Bild1.png}}
   
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== Projekt/Attest av tidrapporter == <!--T:13-->
 +
== Approval of time reports in Frontoffice == <!--T:13-->
   
 
<!--T:14-->
  
<!--T:14-->
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The program for approving time reports is in Frontoffice: Project. Select year and month, and the employees will appear in the list.
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Attest av tidrapporter ligger under Projekt. För att medarbetare ska visas i listan måste år och månad anges i fältet {{fld|Månad}}.
  
   
 
<!--T:15-->
  
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{{ExpandImage|PRO-ATD-SV-Bild2.png}}
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{{ExpandImage|PRO-ATD-EN-Bild2.png}}
   
 
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Description of the columns:
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Kolumnerna ovan visar följande:
  
   
 
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<!--T:17-->
 
{| class=mandeflist
  
{| class=mandeflist
  +
!Not handled days
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!Obehandlade dagar
  
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|days that are reported but not approved
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|dagar som är rapporterade men ej attesterade
  
 
|-
  
|-
  +
!Not reported days
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!Ej rapporterade dagar
  
  +
|days that doesn't fill the time requirements or are marked as ready
−
|antal dagar som inte är färdigrapporterade, d.v.s. inte uppfyller kravet eller är klarmarkerade
  
 
|-
  
|-
  +
!Approved days
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!Godkända dagar
  
  +
|days that are approved and OK
−
|dagar som är attesterade och godkända
  
 
|-
  
|-
  +
!Not approved days
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!Ej godkända dagar
  
  +
|days that are approved as Not OK
−
|dagar som är attesterade som ”ej godkänd”
  
 
|-
  
|-
  +
!Changed day exists
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!Ändrad dag finns
  
  +
|shows if a day has been changed after its approval
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|om en dag har ändrats efter att den attesterats
  
 
|}
  
|}
   
 
<!--T:18-->
  
<!--T:18-->
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Other functions:
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Övriga funktioner:
  
   
 
<!--T:19-->
  
<!--T:19-->
 
{| class=mandeflist
  
{| class=mandeflist
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!Remind time reporters
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!Påminn tidrapportörer
  
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|An e-mail is sent to time reporters who have Not OK days
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|Ett mejl skickas till tidrapportörer med ej godkända dagar
  
 
|-
  
|-
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!Printout
−
!Utskrift
  
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|En utskrift av tidrapporter kan göras. För detta krävs en separat utskriftsmall, kontakta Kalin Setterberg för mer information.
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|You can print out time reports. A special print template is required, contact Kalin Setterberg for further information.
 
|-
  
|-
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!Reconciliation
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!Avprickning
  
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|An overview of all employees' calendars. This list is the same as in Backoffice: Project accounting/Reconciliation Time.
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|En överblick över samtliga medarbetares kalendarium. Samma lista som i Projekt/Rapporter/Avprickning tid.
  
 
|}
  
|}
   
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== Titta på en tidrapport == <!--T:20-->
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== To look at a time report == <!--T:20-->
   
 
<!--T:21-->
  
<!--T:21-->
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Select an employee and see her/his report by clicking Open. The following view is shown:
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Markera en medarbetare och klicka på Öppna
  
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för att se hur hon/han har tidrapporterat. Då visas följande:
  
   
 
<!--T:22-->
  
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{{ExpandImage|PRO-ATD-SV-Bild3.png}}
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{{ExpandImage|PRO-ATD-EN-Bild3.png}}
   
 
<!--T:23-->
  
<!--T:23-->
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The above columns fetch information from:
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Kolumnerna ovan hämtar information från följande:
  
   
 
<!--T:24-->
  
<!--T:24-->
 
{| class=mandeflist
  
{| class=mandeflist
  +
!External projects
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!Externa projekt
  
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|Projekt med projekttyp E (extern), G (gruppgemensam) och J (spekulation)
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|Projects with project type E (external), G (group) and J (speculation)
 
|-
  
|-
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!Internal projects
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!Interna projekt
  
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|Projects with project type I (internal)
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| Projekt med projekttyp I (intern)
  
 
|-
  
|-
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!Internal time
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!Interntid
  
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|Cost category 90 (not project related)
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|Kostnadskategori 90 (ej projektrelaterat)
  
 
|-
  
|-
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!Illness
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!Sjukdom
  
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|Cost category 96
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|Kostnadskategori 96
  
 
|-
  
|-
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!Vacation
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!Semester
 
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|Cost category 93
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|Kostnadskategori 93
  
 
|-
  
|-
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!Other absence
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!Övrig frånvaro
 
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|Kostnadskategori 91, 92, 94, 95, 97 och 98
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|Cost category 91, 92, 94, 95, 97 and 98
 
|-
  
|-
  +
!Total
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!Totalt
  
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|Shows reported hours in total
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|Visar totalt antal rapporterade timmar
  
 
|-
  
|-
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!Calendar
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!Kalendarium
  
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|Shows the reporting requirement of the employee
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|Visar medarbetarens rapporteringskrav
  
 
|-
  
|-
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!Approval
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!Attest
  
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|Shows daysy that are handled, i.e. OK or not OK. The field is labelled with user and time of approval.
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|Visar vilka dagar som är behandlade, det vill säga godkända eller ej godkända. Fältet är markerat med användare och tid för attest.
  
 
|-
  
|-
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!Comment
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!Kommentar
  
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|Field for optional approval comment.
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|Möjlighet finns att skriva en kommentar vid attest.
  
 
|-
  
|-
 
|}
  
|}
   
 
<!--T:25-->
  
<!--T:25-->
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You can open a single day in order to see what projects and codes the hours have been reported on:
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En enskild dag kan öppnas för att på så vis se vilka projekt och arvodeskoder timmarna är rapporterade på:
  
   
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== Attestera == <!--T:26-->
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== Approve == <!--T:26-->
   
 
<!--T:27-->
  
<!--T:27-->
  +
You can approve single days by marking them and then pressing Approve days, or a complete month by pressing Approve month. In both cases the box shown below opens, where you can approve or disapprove a day and write a comment:
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Det går att välja att attestera enskilda dagar genom att markera dessa och använda knappen Attestera dagar, eller en hel månad med knappen Attestera månad.
  
   
 
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You can also open a time report for one specific day and approve it. A day that is not OK is shown in Marathon Time, crossed:
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En dag som inte har godkänts markeras i tidrapporteringen med ett kryss:
  
   
 
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{{ExpandImage|PRO-ATD-SV-Bild4.png}}
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{{ExpandImage|PRO-ATD-EN-Bild4.png}}
   
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== Meddela medarbetaren om ej godkända dagar == <!--T:30-->
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== Notification to employee == <!--T:30-->
   
 
<!--T:31-->
  
<!--T:31-->
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You can send an e-mail to an employee with days that are not OK. Click on Remind time reporters in the list of employees, the following confirmation is shown:
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Det finns möjlighet att skicka e-post till medarbetare som har ej godkända dagar. Klicka på knappen Påminn tidrapportörer i listan där alla medarbetarna visas.
  
   
 
<!--T:32-->
  
<!--T:32-->
 
{| class=mandeflist
  
{| class=mandeflist
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!Print
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!Utskrift
  
 
|
  
|
 
|}
  
|}
   
 
<!--T:33-->
  
<!--T:33-->
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You can print a list of all time reports for the selected month with the Print function. Note, that you need a print template for that, contact Kalin Setterberg to order one.
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Med knappen Utskrift kan en lista med alla tidrapporter för vald månad och grupp skrivas ut. Observera att en utskriftsmall behövs – kontakta Kalin Setterberg för att beställa en.
  
   
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= Ändringar = <!--T:34-->
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= Changes = <!--T:34-->
   
 
<!--T:35-->
  
<!--T:35-->
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If an employee changes her/his time report on a day that already is approved, it is shown in two ways: With a red cross in the column Changed:
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Om en medarbetare ändrar i sin tidrapport på en dag som redan är attesterad, visas det på två sätt. Dels genom det röda krysset i kolumnen Ändrad dag finns:
  
   
 
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{{ExpandImage|PRO-ATD-SV-Bild6.png}}
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{{ExpandImage|PRO-ATD-EN-Bild6.png}}
   
 
<!--T:37-->
  
<!--T:37-->
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In the employee's time report in the approval, the text in the Approval column turns red:
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Dels på medarbetarens tidrapport i attesten genom att texten i kolumnen
  
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Attest blir röd:
  
   
 
<!--T:38-->
  
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{{ExpandImage|PRO-ATD-SV-Bild5.png}}
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{{ExpandImage|PRO-ATD-EN-Bild5.png}}
   
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= Projekt/Attestbevakning tidrapporter = <!--T:39-->
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= Backoffice watch list = <!--T:39-->
   
 
<!--T:40-->
  
<!--T:40-->
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In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Frontoffice here is a function fo reminding approvers:
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I Attestbevakning tidrapporter kan ekonomipersonalen bevaka attesteringen av tidrapporter. Utöver funktioner beskrivna under Projekt/Attest av tidrapporter finns följande:
  
   
 
<!--T:41-->
  
<!--T:41-->
 
{| class=mandeflist
  
{| class=mandeflist
  +
!Remind approvers
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!Påminn attestanter
  
  +
|Sends a reminder mail to approvers with not handled days during a period. Select approvers with checking the box on a rpw. All approvers are selected by default.
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|Skickar ett påminnelsemejl till attestanter som har obehandlade dagar i perioden. Välj med en kryssruta per rad/attestant vilka som ska påminnas, som default är alla attestanter ikryssade.
  
 
|}
  
|}
   
 
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[[Category:PRO-ATD-SV]]
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[[Category:PRO-ATD-EN]]
 
[[Category:Manuals]]
  
[[Category:Manuals]]
 
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Revision as of 14:33, 14 June 2018


General

Approval of time reports is useful when a head of department shall approve her/his group's time reports. The system can be set such, that only approved time reports can be updated.

Get started

Set the authorizations such that the approvers have access to Approval of time reports. That is done in Administration: Authorization/Project accounting/Registration/Approval of time reports.

Select then whether the approving shall be per Group or per Working team. This is done in System: Base registers/PRO/Parameters, tab Template:Tab.

There is also possibility to choose specific fee codes to appear in separate columns in the time report approval function, and to set up so that only approved time reports can be updated.

Authorization

Select the groups/working teams that the user shall be authorized to approve in System: Base registers/General/Users. In the example below, Group is selected.


If the box All is checked, all employees regardless of group or working team are selectable.

In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorized to.

Approval of time reports in Frontoffice

The program for approving time reports is in Frontoffice: Project. Select year and month, and the employees will appear in the list.

Description of the columns:

Not handled days days that are reported but not approved
Not reported days days that doesn't fill the time requirements or are marked as ready
Approved days days that are approved and OK
Not approved days days that are approved as Not OK
Changed day exists shows if a day has been changed after its approval

Other functions:

Remind time reporters An e-mail is sent to time reporters who have Not OK days
Printout You can print out time reports. A special print template is required, contact Kalin Setterberg for further information.
Reconciliation An overview of all employees' calendars. This list is the same as in Backoffice: Project accounting/Reconciliation Time.

To look at a time report

Select an employee and see her/his report by clicking Open. The following view is shown:

The above columns fetch information from:

External projects Projects with project type E (external), G (group) and J (speculation)
Internal projects Projects with project type I (internal)
Internal time Cost category 90 (not project related)
Illness Cost category 96
Vacation Cost category 93
Other absence Cost category 91, 92, 94, 95, 97 and 98
Total Shows reported hours in total
Calendar Shows the reporting requirement of the employee
Approval Shows daysy that are handled, i.e. OK or not OK. The field is labelled with user and time of approval.
Comment Field for optional approval comment.

You can open a single day in order to see what projects and codes the hours have been reported on:

Approve

You can approve single days by marking them and then pressing Approve days, or a complete month by pressing Approve month. In both cases the box shown below opens, where you can approve or disapprove a day and write a comment:

You can also open a time report for one specific day and approve it. A day that is not OK is shown in Marathon Time, crossed:

Notification to employee

You can send an e-mail to an employee with days that are not OK. Click on Remind time reporters in the list of employees, the following confirmation is shown:

Print

You can print a list of all time reports for the selected month with the Print function. Note, that you need a print template for that, contact Kalin Setterberg to order one.

Changes

If an employee changes her/his time report on a day that already is approved, it is shown in two ways: With a red cross in the column Changed:

In the employee's time report in the approval, the text in the Approval column turns red:

Backoffice watch list

In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Frontoffice here is a function fo reminding approvers:

Remind approvers Sends a reminder mail to approvers with not handled days during a period. Select approvers with checking the box on a rpw. All approvers are selected by default.
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