Difference between revisions of "FAQ:PRO/Time reporting/en"

From Marathon Documentation
Jump to: navigation, search
(Updating to match new version of source page)
 
(3 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
}}
  
}}
   
−
* An employee has started to work part time, where do I change it?
+
*An employee has started to work part time, where do I change it?
−
Go to the employee register in {{pth|System|Base registers/Pro/Employees}}, tab {{flik|Calendar}}. Enter an end date for the calendar and a start date on the next row and connect the new row to a part time calendar.
 +
Go to the employee register in{{pth|SystemBase registers/Pro/Employees}}, tab {{flik|Calendar}}. Enter an end date for the calendar and a start date on the next row and connect the new row to a part time calendar.
   
−
*I have entered a client , but cannot see it in Time reporting, why?
+
*I have entered a client , but cannot see it in Time reporting, why?
−
Open the Project field and press {{btn|Update}}. Also make sure that the boxes {{kryss|Only own}}, {{kryss|Latest}} and {{kryss|Quick search}} are unchecked. Also ensure that {{kryss|Time reporting}} is checked on the project in the project register.
 +
Open the Project field and press{{btn|UPDATE}}. Also make sure that the boxes "Only own", "Latest" and "Quick search" are unchecked. Also ensure that "Time reporting" is checked on the project in the project register.
   
−
* I have new employees without any time reporting request; the days in the calendar are green?
+
*I have new employees without any time reporting request; the days in the calendar are green?
−
Select a calendar and a start date for it in the employee register {{pth|System|Base registers/Pro/Employee}},
+
Select a calendar and a start date for it in the employee register{{pth|System|Base registers/Pro/Employee}}, tab {{flik|Calendar}}.
−
tab calendar.
  
   
−
*Is there any way to report amounts instead of hours?
+
*Is there any way to report amounts instead of hours?
 
No, the amount is automatically calculated according to the price that has been set on either the employee or the fee code.
  
No, the amount is automatically calculated according to the price that has been set on either the employee or the fee code.
   
−
*How can i see the time my employees have reported?
+
*How can i see the time that the employees have reported?
−
Go to the tab {{flik|Reconciliation}} to see an overview of time reports. Click on {{btn|Change employee}} in the calendar view to see an employee's full time report.
 +
Go to the tab {{flik|Reconciliation}} to see an overview of time reports. Click on{{btn|CHANGE EMPLOYEE}} in the calendar view to see an employee's full time report.
   
−
* An employee cannot report time. Why?
+
*An employee cannot report time. Why?
−
In the employee record in {{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}, the box {{kryss|Time reporting}} has to be checked.
 +
In the employee record in {{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}, the box "Time reporting" has to be checked.
   
 
*Why don't the hours show on the projects?
  
*Why don't the hours show on the projects?
−
The hours haven't been updated in {{pth|Project|Registration, correction and updating}}
 +
The hours haven't been updated in{{pth|Project|Registration, correction and updating}}
   
−
*Why are some times yellow in the reconciliation view?
+
*Why are some times yellow in the reconciliation view?
−
The time reporter has marked the day as unfinished and it is thus not updated.
 +
The time reporter has marked the day as unfinished and it is thus not update
   
−
*What do I do when an employee quits?
+
*What do I do when an employee quits?
−
In the employee registers in {{pth|System|Base registers/Pro/Employees}}, uncheck the boxes {{kryss|Time reporting}} and {{kryss|Active}}. Enter en end date in the tab Calendar. Also deactivate the person in the user register in {{pth|System|Base registers/General/Users}}.
 +
In the employee registers in {{pth|System|Base registers/Pro/Employees}}, uncheck the boxes "Time reporting" and "Active". Enter an end date in the tab {{flik|Calendar}}. Also deactivate the person in the user register in {{pth|System|Base registers/General/Users}}.
   
−
*I can't report time in my phone, why?
+
*I can't report time in my phone, why?
−
Maybe your company doesn't have agreement to use Marathon Pocket. In other case, make sure that the box {{kryss|Time reporting}} is checked in the employee record in {{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}.
 +
Maybe your company doesn't have agreement to use Marathon Pocket. In other case, make sure that the box "Time reporting" is checked in the employee record in{{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}.
   
−
* Where can I set authorisation to read time report reconciliations?
+
Where can I set authorisation to read time report reconciliations?
−
In {{pth|System|Authorisation}}, Project accounting/Reconciliation time.
 +
In {{pth|System|Authorisation/Project accounting/Reconciliation time}}.
   
  +
−
*How do I get access to the {{btn|Change employee}}-function?
+
*How do I get access to the{{btn|CHANGE EMPLOYEE}} -function?
 
Your authorisation group has to have authorisation to Open all in {{pth|System|Authorisation}} under Project accounting.
  
Your authorisation group has to have authorisation to Open all in {{pth|System|Authorisation}} under Project accounting.
   
−
*How do I get a list from Marathon with registered time in hours?
+
*How do I get a list from Marathon with registered time in hours?
−
At the right side of the calendar, click {{btn|Project}}. Right-click on the list and select Excel, Print or PDF.
 +
At the right side of the calendar, click {{btn|PROJECT}}. Right-click on the list and select Excel, Print or PDF.
   
 
*Is there a smooth way to report time for my complete vacation?
  
*Is there a smooth way to report time for my complete vacation?
−
Yes, click on {{btn|Multiple days}}and click on all days that shall be reported. Then write project, code and hours per day.
 +
Yes, click on{{pth|MULTIPLE DAYS}} and click on all days that shall be reported. Then write project, code and hours per day.
   
−
*The employee does not see overtime balance in Time reporting, why?
+
*The employee does not see overtime balance in Time reporting, why?
−
OT balance has not been set in the employee register {{pth|System|Base registers/pro/Employees}}, tab {{flik|Vacation and Overtime}}. Enter start date in the field {{fld|OT balance per}} and number of hours that the employee has in arrears in the field {{fld|OT balance}}.
 +
OT balance has not been set in the employee register{{pth|System|Base registers/Pro/Employees}}, tab {{flik|Vacation and Overtime}}. Enter start date in the field {{fld|OT balance per}} and number of hours that the employee has in arrears in the field {{fld|OT balance}}.
   
−
*Can I have several reporting templates in Time reporting?
+
*Can I have several reporting templates in Time reporting?
 
No, you can't.
  
No, you can't.
   
−
*Can i restrain the time reporting to show only certain codes on a project?
+
*Can i restrain the time reporting to show only certain codes on a project?
−
You can use code lists for codes you can report on in {{pth|System|Base registers/Pro/Code lists}}. Connect with project in {{pth|System|Base registers/Pro/Clients and projects}}, tab {{flik|Parameters 2}}.
 +
You can use code lists for codes you can report on in {{pth|System|Base registers/Pro/Code lists}}. Connect with project in {{pth|System|Base registers/Pro/Clients and projects}}, tab {{flik|Parameters 2}}.
   
−
*Where do I register hours for temporary employees?
+
*Where do I register hours for temporary employees?
 
In {{pth|Project|Registration, correction and updating}},under the tab {{flik|Registration/Fees}}.
  
In {{pth|Project|Registration, correction and updating}},under the tab {{flik|Registration/Fees}}.

Latest revision as of 14:46, 23 July 2018

FAQ item
Published unknown
Module Project
Version 546
Revision unknown
  • An employee has started to work part time, where do I change it?

Go to the employee register inSystemBase registers/Pro/Employees, tab Calendar. Enter an end date for the calendar and a start date on the next row and connect the new row to a part time calendar.

  • I have entered a client , but cannot see it in Time reporting, why?

Open the Project field and pressUPDATE. Also make sure that the boxes "Only own", "Latest" and "Quick search" are unchecked. Also ensure that "Time reporting" is checked on the project in the project register.

  • I have new employees without any time reporting request; the days in the calendar are green?

Select a calendar and a start date for it in the employee registerSystem: Base registers/Pro/Employee, tab Calendar.

  • Is there any way to report amounts instead of hours?

No, the amount is automatically calculated according to the price that has been set on either the employee or the fee code.

  • How can i see the time that the employees have reported?

Go to the tab Reconciliation to see an overview of time reports. Click onCHANGE EMPLOYEE in the calendar view to see an employee's full time report.

  • An employee cannot report time. Why?

In the employee record in System: Base registers/Pro/Employee, tab General, the box "Time reporting" has to be checked.

  • Why don't the hours show on the projects?

The hours haven't been updated inProject: Registration, correction and updating

  • Why are some times yellow in the reconciliation view?

The time reporter has marked the day as unfinished and it is thus not update

  • What do I do when an employee quits?

In the employee registers in System: Base registers/Pro/Employees, uncheck the boxes "Time reporting" and "Active". Enter an end date in the tab Calendar. Also deactivate the person in the user register in System: Base registers/General/Users.

  • I can't report time in my phone, why?

Maybe your company doesn't have agreement to use Marathon Pocket. In other case, make sure that the box "Time reporting" is checked in the employee record inSystem: Base registers/Pro/Employee, tab General.

Where can I set authorisation to read time report reconciliations? In System: Authorisation/Project accounting/Reconciliation time.


  • How do I get access to theCHANGE EMPLOYEE -function?

Your authorisation group has to have authorisation to Open all in System: Authorisation under Project accounting.

  • How do I get a list from Marathon with registered time in hours?

At the right side of the calendar, click PROJECT. Right-click on the list and select Excel, Print or PDF.

  • Is there a smooth way to report time for my complete vacation?

Yes, click onMULTIPLE DAYS and click on all days that shall be reported. Then write project, code and hours per day.

  • The employee does not see overtime balance in Time reporting, why?

OT balance has not been set in the employee registerSystem: Base registers/Pro/Employees, tab Vacation and Overtime. Enter start date in the field OT balance per and number of hours that the employee has in arrears in the field OT balance.

  • Can I have several reporting templates in Time reporting?

No, you can't.

  • Can i restrain the time reporting to show only certain codes on a project?

You can use code lists for codes you can report on in System: Base registers/Pro/Code lists. Connect with project in System: Base registers/Pro/Clients and projects, tab Parameters 2.

  • Where do I register hours for temporary employees?

In Project: Registration, correction and updating,under the tab Registration/Fees.

Retrieved from "https://wikidoc.kase.se/index.php?title=FAQ:PRO/Time_reporting/en&oldid=43023"