Difference between revisions of "Enter employees and users/da"

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__FORCETOC__
  
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== General==
  +
Marathon separates employees and users. The employee is in the project accounting and is used for time reporting among other things. The user is used for login and authorisations.
   
  +
== New employees==
−
== Registrering af medarbejdere ==
  
  +
Register a new employee in Projects | Backoffice | Base registers | Employees. If the parameter Automatic entering of users is active in Projects | Backoffice | Base registers| Parameters, General tab, a user is automatically registered with the same employee code. Check in advance that the code is available.
   
  +
=== General ===
−
I Marathon gør man forskel mellem medarbejdere og brugere.
  
  +
{{ExpandImage|PRO-EMP-EN-Bild1.png}}
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Medarbejderen findes i jobmodulen og bruges for bl.a. timeføring.
  
  +
{|class=mandeflist
−
På brugeren derimod styres indlogning og adgang.
  
  +
!Code
−  
  +
|The first two letters of the first name and surname are usually used as the employee ID
−
Medarbejdere registreres i {{pth|System| Basisregister/Job/Medarbejdere}}. Hvis parameteren {{kryss|Automatisk opretterlse af brugere}} er afkrydset i {{pth|System|Basisregister/Pro/Parametre}}, fanen {{flik|Generelt}}, oprettes automatisk en brugerprofil med samme medarbejderkode
  
−  
−
=== Generelt ===
  
−  
−
{{ExpandImage|PRO-EMP-DA-Bild1.png}}
  
−  
−
{| class=mandeflist
  
−
!Medarbejderkode
  
−
|De to første bogstaver i for - og efternavnet er typisk medarbejderkode.
  
 
|-
  
|-
  +
!Name
−
!Navn
  
  +
|Employee’s name
−
|Medarbejderens navn.
  
 
|-
  
|-
  +
!Telephone
−
!Telefon
  
  +
|Enter telephone number if it shall be shown on the invoices to client
−
|Telefonnummer angives hvis den skal vises på faktura til kunden.
  
 
|-
  
|-
  +
!Staff category
−
!Personalekategori
  
  +
|Employees can be divided into categories
−
|Medarbejdere kan inddeles i forskellige kategorier.
  
 
|-
  
|-
  +
!Alt staff categories
−
!Medarbejdergruppe
  
  +
|Used in the resource planning
−
|Gruppe, medarbejderen er koblet til.
  
 
|-
  
|-
  +
!Employee grp
−
!Arbejdsgruppe
  
  +
|Group to which the employee belongs
−
|Yderlige en måde for gruppering af medarbejdere.
  
 
|-
  
|-
  +
!Working team
−
!Omkostningssted
  
  +
|Another way of categorising staff members, which can be used in resource planning
−
|Kan bruges ved indtægtskontering af honorar og/eller som forslag på nye jobs hvis medarbejderen er projektleder (kræver stemindstilling).
  
 
|-
  
|-
  +
!Cost centre
−
!Tidsrapportering
  
  +
|Can be used for posting fees to revenue and/or as a proposal for new projects if the person is a project manager (provided the system is set to do so)
−
|Angiv, hvis medarbejderen skal bruge Marathons tidsrapportering
  
 
|-
  
|-
  +
!Time reporting
−
!Mulig PL og KA
  
  +
|Tick if the employee is required to report their time.
−
|Angives, hvis medarbejderen er projektleder, produktionsleder eller kundeansvarlig.
  
 
|-
  
|-
  +
!Possible PM/CM
−
!Aktiv
  
  +
|Tick if the employee is a project-, production-, or client manager
−
|Fjern krydser hvornår medarbejderen slutter.
  
 
|-
  
|-
  +
!Possible in res plan
−
!Ordinær arbejdskode
  
  +
|If the employee shall be shown in resource planning
−
|Bruges ikke.
  
 
|-
  
|-
  +
!Report above max
−
!Adgangskode
  
  +
|Overrules the parameter Maximum hours per day
−
|Vise kun ved nyoprettelse og hvis parameteren {{kryss|Automatisk oprettelse af brugere}} er valgt.
  
  +
|-
  +
!Active
  +
|If the employee is active or has quitted
  +
|-
  +
!Reg job code
  +
|Not used
  +
|-
  +
!Code in payroll
  +
|Fill in if an external payroll system is used
  +
|-
  +
!Password
  +
|Shown only in first registration and if Automatic entering of users Is activated
  +
|-
  +
!E-mail
  +
|Shown only in first registration and if Automatic entering of users Is activated
 
|}
  
|}
   
−
=== Priser ===
 +
=== Prices ===
−  
−
{{ExpandImage|PRO-EMP-DA-Bild2.png}}
  
−  
−  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild2.png}}
   
−
{| class=mandeflist
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{|class=mandeflist
  +
!Regular price/hour
−
!Ordinær timepris
  
  +
|The employee’s regular hourly rate
−
|Medarbejderens ordinære timepris.
  
 
|-
  
|-
  +
!Estimated price/h
−
!Budgetteret timepris
  
  +
|Used for follow-up of the employee’s revenue budget
−
|For opfølgning af medarbejderens indtægtsbudget.
  
 
|-
  
|-
  +
!Calculated cost/h
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!Kalkuleomkostning/time
  
  +
|The employee’s calculated cost, i.e. what the employee costs the company for every hour worked
−
|Medarbejderens kalkulerede omkostning.
  
 
|-
  
|-
  +
!Spec hourly rate
−
!Afvigende timepriser
  
  +
|Deviations from standard hourly rates are specified as No, based on job code or based on job category.
−
|Vælg mellem {{kryss|Nej}}, {{kryss|Afvigelse afhængig arbejdskode}} eller {{kryss|Afvigelse afhængig arbejdskategori}}.
  
 
|-
  
|-
  +
!Category/Code
−
!Kat/kode
  
  +
|In the event of a deviation, the work code or category and price are registered.
−
|Ved afvigelse registreres arbejdskode eller kategori.
  
−
|-
  
−
!Timepris
  
−
|Prisen pr. arbejdskode eller arbejdskategori.
  
 
|}
  
|}
   
−
=== Kalendarium ===
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=== Calendar ===
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
   
  +
{|class=mandeflist
−
{{ExpandImage|PRO-EMP-DA-Bild3.png}}
  
  +
!Period
−  
  +
|The start and end dates are adjusted if the employee has alternated between, for example, full-time and part-time employment
−
{| class=mandeflist
  
  +
|-
−
!Kalendarienummer
  
  +
!Calendar
−
|Her angives det kalendarienummer, medarbejderen er koblet til (arbejdstidsmål). Med start- og slutperiode kan man styre, hvis personen skiftet mellem f eks halv- og heltidsarbejde.
  
  +
|This field specifies which calendar number (working time measure) the employee is linked to.
 
|}
  
|}
   
−
=== Ferie og overarbejde ===
 +
=== Working teams ===
   
−
{{ExpandImage|PRO-EMP-DA-Bild4.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild4.png}}
   
 
{|class=mandeflist
  
{|class=mandeflist
  +
!Period /work team
−
!Feriesaldo
  
  +
|In the table, a historical work group can be specified for project reports and the approval of timesheets
−
|Ferieårets ubrugte dage angives ved basisregistreringen af medarbejdere. Derefter mindskes saldoen på koden hvornår timer føres ind på feriekoden 930. Feltet nulstilles hvornår ferieår skiftes.Ferieretten for det nye ferieår bliver automatisk registreret. Det redegøres kun på ugekvitteringen i 04-72-10.
  
 
|}
  
|}
   
  +
=== Holidays and overtime ===
−
{| class=mandeflist
  
−
!Brugte feriedage
  
−
|Antal brugte feriedage angives ved basisregistreringen af medarbejdere. Derefter øges antallet brugte dage hvornår timer føres ind på arbejdskoden for ferie, 930. Redegøres i 04-72- 10.
  
−
|}
  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
−
OT balance Overtime balance per a certain date can also be set, if OT balance shall be shown as a separate column in Time reporting.
  
   
 
{|class=mandeflist
  
{|class=mandeflist
  +
!Holiday balance
−
!Overarb. saldo pr.
  
  +
|Not in use
−
|Dato, overarbejdssaldoen tælles fra.
  
  +
|-
  +
!Holiday days used
  +
|Not in use
  +
|-
  +
!OT balance
  +
|Number of overtime hours
  +
|-
  +
!OT balance per
  +
|The date from which the overtime balance is calculated. When this field is filled in, the overtime balance is displayed as a column in the timesheet
  +
|-
  +
!OT compensation
  +
|Not in use
 
|}
  
|}
   
  +
== New users ==
−
{|class= mandeflist
  
  +
The user, which controls both login and authorizations, etc. is entered in System | Base registers | Users.
−
!Overarbejdsgodtgørelse
  
  +
−
|Hvis dette vælges, redegøres der for overarbejdssaldo på Ugekvitteringen 04-72- 10 fra tidsrapporteringen.
  
  +
{{ExpandImage|PRO-EMP-EN-Bild6.png}}
  +
  +
{|class=mandeflist
  +
|New password
  +
|In cases SSO (Single-Sign-On) not is used, a new password can be sent to the user’s e-mail. Number of incorrect login attempts and Without changes will then be reset.
  +
|-
  +
!Import settings
  +
|Column-, selection-, and favourite settings can be copied from another user.
 
|}
  
|}
   
  +
=== General ===
−
== Registrering af brugere ==
  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild7.png}}
−
I {{pth|System|Basisregister/Generelt/Brugere}} registreres brugeren, der styrer bl.a adgang og password.
  
   
  +
{|class=mandeflist
−
=== Generelt ===
  
  +
!Name
−  
  +
|The user’s name
−
{{ExpandImage|PRO-EMP-DA-Bild5.png}}
  
  +
|-
−  
  +
!E-mail
−
{|class= mandeflist
  
  +
|The user’s email address is used for approval and sending of new password. If (Single-Sign-On) is used for login, the e-mail must match with what is registered in the AAD.
−
!Navn
  
  +
|-
−
|Brugerens navn
  
  +
!Language
−
!E-mail
  
  +
|The user’s language in Marathon
−
|Brugerens e-mailadresse, anvendes for fakturagodkendelse og sending af nyt password.
  
  +
|-
  +
!Country
  +
|Country is used for authorisations by country
 
|-
  
|-
  +
!Company
−
!Sprog
  
  +
|The company the user is to be directed to when logging in
−
|Det sprog, brugeren anvender i Marathon.
  
 
|-
  
|-
  +
!Year
−
!Firma/år
  
  +
|Not in use
−
|Angiv det firma, brugeren logger ind i. Vid år angives regnskabsåret. Hvis feltet for år er tomt logger brugeren automatisk ind i senest oprettede regnskabsår.
  
 
|}
  
|}
−  
−
=== Printere ===
  
−  
−
Under fanen {{flik|Printere}} angives de Marathon-printere, der skal foreslås ved udskrift i Classic.
  
   
 
=== Authorisation ===
  
=== Authorisation ===
   
−
{{ExpandImage|PRO-EMP-DA-grafik12.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild8.png}}
  +
−  
−
{| class=mandeflist
 +
{|class=mandeflist
−
|'''Alternative user code'''
 +
!Alt. 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.
 +
|Used to log in to Marathon using the same user code as for logging in to Windows. The alternative code can be up to 12 characters long, and the user can log in using either this or their regular code.
 
|-
  
|-
−
|'''Password'''
 +
!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 in System | Base registers | System parameters.
  +
|-
  +
!Incorrect attempts
  +
|Shall be 0, after five incorrect login attempts the user is blocked
 
|-
  
|-
  +
!Forced change
−
|'''Incorrect login attempts'''
  
  +
|Date for forced password change. The settings are in System | Base registers | System parameters
−
|Shall be zero. After five incorrect login attempts the user will be blocked
  
 
|-
  
|-
−
|'''Date for forced change'''
 +
!Without change
  +
|Shall be 0, after five login attempts after the set date the user is blocked
−
|Date, maximum 90 days ahead.
  
 
|-
  
|-
  +
!Active period
−
|'''Without changes'''
  
  +
|Used to restrict a user's access to Marathon to a specific date range
−
|Shall be zero. After five logins after forced change the user will be blocked.
  
 
|-
  
|-
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!Blocked
−
|'''Active period'''
  
  +
|Activates or blocks the user.
−
|Used for limit an user’s access to Marathon during a certain time interval.
  
 
|-
  
|-
  +
!Company auth.
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|'''Blocked'''
  
  +
|Select the companies to which the user should have access, or tick All below the company table to grant access to all companies.
−
|A checked box indicates that the user is blocked
  
  +
|-General auth group
  +
|The authorisation group for companies the user has access to (settings under System | Authorisation).
 
|-
  
|-
  +
!Per company
−
|'''Company authorisation'''
  
  +
|Used if the user has different authorisations per company
−
|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.
  
 
|-
  
|-
  +
!Group authorisation
−
|'''General auth. group'''
  
  +
|Settings for the user’s authorisations for groups, collective groups and collective coll. groups.
−
|The authorisation group that is valid for the companies that the user has access to.
  
  +
|}
  +
  +
=== Approval ===
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild9.png}}
  +
  +
{|class=mandeflist
  +
!May post
  +
|Posting of costs and purchases and posting in the approval watch list is not used here, but entirely from System | Authorisation.
 
|-
  
|-
  +
!Type of approval
−
|'''Auth. group per company'''
  
  +
|This setting only determines which type of approval is suggested automatically; it can be changed during the approval process
−
|Used if the installation has different authorisations per company.
  
 
|-
  
|-
  +
!Send e-mail…
−
|'''Group authorisation'''
  
  +
|If a reminder that invoices are ready for approval needs to be sent. The e-mail address from the General tab is used.
−
|Settings for the user’s access to groups, collective groups and collective collective groups.
  
  +
|-
  +
!Time report appr.
  +
|See separate manual.
 
|}
  
|}
   
−
=== Adgang Classic ===
 +
=== Expenses ===
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
   
  +
{|class=mandeflist
−
Only in use if the authorisation system in System: Authorisation not is fully in use.
  
  +
!Holder of corp card
−  
  +
|When the Holder of corporate card box is ticked, a new Corporate card column will appear for the user in the expense report.
−
=== Fakturagodkendelse ===
  
  +
|-
  +
!Corp card default
  +
|If the user makes purchases exclusively or mostly using their corporate card, Yes is selected as the default. Blank and No can also be selected. This is only a suggestion that can be changed when the user makes the expense.
  +
|}
   
  +
=== Other ===
−
{{ExpandImage|PRO-EMP-DA-Bild6.png}}
  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild11.png}}
−
Under fanen Fakturagodkendelse angives brugerens autorisation til at kontere omkostninger og indkøb, bogføring af leverandørfakturaer og til forskellige typer af godkendelse (præliminær, slutgodkendelse eller blank).
  
   
  +
{|class=mandeflist
−
Hvis en påmindelse skal sendes om at der findes fakturaer at godkende, afkryds {{kryss|Send e-mail om ny faktura}}. Skriv brugerens e-mailadresse for påmindelser ind i fanen {{flik|Generelt}}.
  
  +
!Access to info
−  
  +
|The user may receive replies from Marathon Support that may contain confidential information. This permission applies to all companies to which the user has access, regardless of permission group. If this box is not ticked, replies from Support must not contain any Marathon data.
−
Godkendelse af tidsrapporter - Se separat manual.
  
−  
−
=== Øvrigt ===
  
−  
−
{{ExpandImage|PRO-EMP-DA-Bild7.png}}
  
−  
−  
−
{| class=mandeflist
  
−
!Medarbejderkode i JOB
  
−
|Udfyldes hvis medarbejderkoden er afvigende fra brugerkoden
  
 
|-
  
|-
  +
!Immediate sup.
−
!Kontaktperson
  
  +
|The user’s immediate superior can be specified, and this can be used to approve expenses with the immediate superior as the automatic approver.
−
|Hvis brugeren er kontaktperson mellem Kalin Setterberg og firmaet, afkrydses her. Parameteren håndterer udsendelse af information fra Kalin Setterberg.
  
−
|-
  
−
!Kalin Setterberg
  
−
|Hvis brugeren arbejder på Kalin Setterberg og trænger en egen brugerkode for uddannelse i installationsfasen
  
−
|-
  
−
!Nærmeste chef
  
−
|Brugerens nærmeste chef kan angives. Kan bruges f eks godkendelse af udlæg med nærmeste chef som automatisk godkender.
  
 
|}
  
|}
   
  +
[[Category:PRO-EMP-EN]]
−  
−
[[Category:PRO-EMP-EN]] [[Category:Manuals]] [[Category:PRO]]
 +
[[Category:Projects]]
  +
[[Category:Manuals]]

Latest revision as of 08:40, 1 July 2026

General

Marathon separates employees and users. The employee is in the project accounting and is used for time reporting among other things. The user is used for login and authorisations.

New employees

Register a new employee in Projects | Backoffice | Base registers | Employees. If the parameter Automatic entering of users is active in Projects | Backoffice | Base registers| Parameters, General tab, a user is automatically registered with the same employee code. Check in advance that the code is available.

General

Code The first two letters of the first name and surname are usually used as the employee ID
Name Employee’s name
Telephone Enter telephone number if it shall be shown on the invoices to client
Staff category Employees can be divided into categories
Alt staff categories Used in the resource planning
Employee grp Group to which the employee belongs
Working team Another way of categorising staff members, which can be used in resource planning
Cost centre Can be used for posting fees to revenue and/or as a proposal for new projects if the person is a project manager (provided the system is set to do so)
Time reporting Tick if the employee is required to report their time.
Possible PM/CM Tick if the employee is a project-, production-, or client manager
Possible in res plan If the employee shall be shown in resource planning
Report above max Overrules the parameter Maximum hours per day
Active If the employee is active or has quitted
Reg job code Not used
Code in payroll Fill in if an external payroll system is used
Password Shown only in first registration and if Automatic entering of users Is activated
E-mail Shown only in first registration and if Automatic entering of users Is activated

Prices

Regular price/hour The employee’s regular hourly rate
Estimated price/h Used for follow-up of the employee’s revenue budget
Calculated cost/h The employee’s calculated cost, i.e. what the employee costs the company for every hour worked
Spec hourly rate Deviations from standard hourly rates are specified as No, based on job code or based on job category.
Category/Code In the event of a deviation, the work code or category and price are registered.

Calendar

Period The start and end dates are adjusted if the employee has alternated between, for example, full-time and part-time employment
Calendar This field specifies which calendar number (working time measure) the employee is linked to.

Working teams

Period /work team In the table, a historical work group can be specified for project reports and the approval of timesheets

Holidays and overtime

Holiday balance Not in use
Holiday days used Not in use
OT balance Number of overtime hours
OT balance per The date from which the overtime balance is calculated. When this field is filled in, the overtime balance is displayed as a column in the timesheet
OT compensation Not in use

New users

The user, which controls both login and authorizations, etc. is entered in System | Base registers | Users.

New password In cases SSO (Single-Sign-On) not is used, a new password can be sent to the user’s e-mail. Number of incorrect login attempts and Without changes will then be reset.
Import settings Column-, selection-, and favourite settings can be copied from another user.

General

Name The user’s name
E-mail The user’s email address is used for approval and sending of new password. If (Single-Sign-On) is used for login, the e-mail must match with what is registered in the AAD.
Language The user’s language in Marathon
Country Country is used for authorisations by country
Company The company the user is to be directed to when logging in
Year Not in use

Authorisation

Alt. user code Used to log in to Marathon using the same user code as for logging in to Windows. The alternative code can be up to 12 characters long, and the user can log in using either this or their regular code.
Password Base registers | System parameters.
Incorrect attempts Shall be 0, after five incorrect login attempts the user is blocked
Forced change Base registers | System parameters
Without change Shall be 0, after five login attempts after the set date the user is blocked
Active period Used to restrict a user's access to Marathon to a specific date range
Blocked Activates or blocks the user.
Company auth. Select the companies to which the user should have access, or tick All below the company table to grant access to all companies.
Authorisation).
Per company Used if the user has different authorisations per company
Group authorisation Settings for the user’s authorisations for groups, collective groups and collective coll. groups.

Approval

May post Authorisation.
Type of approval This setting only determines which type of approval is suggested automatically; it can be changed during the approval process
Send e-mail… If a reminder that invoices are ready for approval needs to be sent. The e-mail address from the General tab is used.
Time report appr. See separate manual.

Expenses

Holder of corp card When the Holder of corporate card box is ticked, a new Corporate card column will appear for the user in the expense report.
Corp card default If the user makes purchases exclusively or mostly using their corporate card, Yes is selected as the default. Blank and No can also be selected. This is only a suggestion that can be changed when the user makes the expense.

Other

Access to info The user may receive replies from Marathon Support that may contain confidential information. This permission applies to all companies to which the user has access, regardless of permission group. If this box is not ticked, replies from Support must not contain any Marathon data.
Immediate sup. The user’s immediate superior can be specified, and this can be used to approve expenses with the immediate superior as the automatic approver.
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