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

From Marathon Documentation
Jump to: navigation, search
(Created page with "Attest av tidrapporter - Se separat manual.")
(Updating to match new version of source page)
 
(45 intermediate revisions by 2 users not shown)
Line 1: Line 1:
  +
<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>
−
__FORCETOC__
  
  +
== 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 medarbeidere ==
  
  +
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 gjør man forskjell mellom medarbeidere og brukere.
  
  +
{{ExpandImage|PRO-EMP-EN-Bild1.png}}
−
Medarbeideren finnes i prosjektregnskapen og anvendes til blant annet timeføring. På brukeren styres pålogging og autorisasjon.
  
  +
{|class=mandeflist
−  
  +
!Code
−
Medarbeidere registreres i {{pth|System|Grunnregister/Pro/Medarbeidere}}. Dersom parameteren Automatisk opprettelse av brukere er avkrysset i {{pth|System|Grunnregister/Pro/Parametrer}}, fliken Generelt, legges automatik en brukerprofil opp med samme kode som medarbeideren.
  
  +
|The first two letters of the first name and surname are usually used as the employee ID
−  
−
=== Generelt ===
  
−  
−
{{ExpandImage|BAS-EMP-NO-grafik1.png}}
  
−  
−
{| class=mandeflist
  
−
!Medarbeiderkode
  
−
|De to første bokstavene i for-og etternavnet anvendes vanligvis som medarbeiderkode.
  
 
|-
  
|-
  +
!Name
−
!Navn
  
  +
|Employee’s name
−
|Medarbeiderens navn.
  
 
|-
  
|-
  +
!Telephone
−
!Telefon
  
  +
|Enter telephone number if it shall be shown on the invoices to client
−
|Telefonnummer oppgis dersom det skal vises på faktura til kunde.
  
 
|-
  
|-
  +
!Staff category
−
!Personalkategori
  
  +
|Employees can be divided into categories
−
|Medarbeidere kan inndeles i ulike kategorier.
  
 
|-
  
|-
  +
!Alt staff categories
−
!Medarbeidergruppe
  
  +
|Used in the resource planning
−
|Gruppen som medarbeideren er knyttet til.
  
 
|-
  
|-
  +
!Employee grp
−
!Arbeidsgruppe
  
  +
|Group to which the employee belongs
−
|Ytterligere en måte for å gruppere medarbeidere.
  
 
|-
  
|-
  +
!Working team
−
!Kostnadssted
  
  +
|Another way of categorising staff members, which can be used in resource planning
−
|Kan brukes ved inntektskontering av honorar og/eller som forslag på nye prosjekter, dersom personen er prosjektleder (forutsetter at systemet er innstilt så).
  
 
|-
  
|-
  +
!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)
−
|Oppgis dersom personen skal føre timer i Tidsrapportering.
  
 
|-
  
|-
  +
!Time reporting
−
!Mulig PL og KA
  
  +
|Tick if the employee is required to report their time.
−
|Oppgis dersom medarbeideren er enten prosjektleder, produksjonsleder eller kundeansvarlig.
  
 
|-
  
|-
  +
!Possible PM/CM
−
!Aktiv
  
  +
|Tick if the employee is a project-, production-, or client manager
−
|Avkryss dersom medarbeideren er aktiv, fjern krysser da hun/han slutter.
  
 
|-
  
|-
  +
!Possible in res plan
−
!Ordinær arbeidskode
  
  +
|If the employee shall be shown in resource planning
−
|Anvendes ikke.
  
 
|-
  
|-
  +
!Report above max
−
!Passord
  
  +
|Overrules the parameter Maximum hours per day
−
|Vises kun ved opplegg av ny medarbeidere og kun hvis parameteren ”Automatisk opplegg av brukere” er på
  
  +
|-
  +
!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-NO-grafik2.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild2.png}}
   
  +
{|class=mandeflist
−  
  +
!Regular price/hour
−
{| class=mandeflist
  
  +
|The employee’s regular hourly rate
−
!Ordinær timepris
  
−
|Angi medarbeideres ordinære timepris.
  
 
|-
  
|-
  +
!Estimated price/h
−
!Budsjettert timepris
  
  +
|Used for follow-up of the employee’s revenue budget
−
|Anvendes for å følge opp medarbeideren sin inntektsbudsjett.
  
 
|-
  
|-
  +
!Calculated cost/h
−
!Kalkylekostnad/time
  
  +
|The employee’s calculated cost, i.e. what the employee costs the company for every hour worked
−
|Angi medarbeiderens kalkylekostnad, dvs. den pris, han/hun koster firmaet pr. time
  
 
|-
  
|-
  +
!Spec hourly rate
−
!Avvikende timepriser
  
  +
|Deviations from standard hourly rates are specified as No, based on job code or based on job category.
−
|Velg mellom Nei (ingen avvikelser fra ordinær timepris), Avvikelse som kommer an på arbeidskode eller på arbeidskategori.
  
 
|-
  
|-
  +
!Category/Code
−
!Kat/kode
  
  +
|In the event of a deviation, the work code or category and price are registered.
−
|Dersom avvikelse foreligger, angis arbeidskode eller arbeidskategori.
  
−
|-
  
−
!Timepris
  
−
|Priset pr. avvikende arbeidskode eller arbeidskategori
  
 
|}
  
|}
   
−
=== Kalendarium ===
 +
=== Calendar ===
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
   
  +
{|class=mandeflist
−
{{ExpandImage|PRO-EMP-NO-Bild1.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
−
|Heri oppgis det kalendarienummer (arbeidstidsmål) som medarbeideren er knyttet til. Med start- og sluttperiode er det mulig å håndtere da personen har skiftet mellom f eks deltids- og heltidsansettelse
  
  +
|This field specifies which calendar number (working time measure) the employee is linked to.
 
|}
  
|}
   
−
=== Ferie og overtid ===
 +
=== Working teams ===
   
−
{{ExpandImage|PRO-EMP-NO-Bild2.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 ubrukte dager oppgis ved grunnregistreringen av medarbeideren. Deretter minskes saldoen på koden da tid er blitt rapportert på feriekoden I forbindelse med bytte av ferieår nullstilles dette felt.Ferieretten for det nye ferieåret registreres automatisk. Redegjøres kun på ukekvitteringen 04-72-10.
  
 
|}
  
|}
   
  +
=== Holidays and overtime ===
−
{| class=mandeflist
  
−
!Brukte feriedager
  
−
|Oppgis ved grunnregistreringen av medarbeideren. Deretter økes antall dager da tid er blitt rapportert på arbeidskoden for ferie. Redegjørs kun på ukekvitteringen 04-72- 10.
  
−
|}
  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
−
{|class=mandeflist
  
−
!Overtidssaldo
  
−
|Overtidssaldo pr. en vis dato kan innstilles dersom overtidssaldo ska vises som en egen kolonne i Tidsrapporteringen.
  
−
|}
  
   
 
{|class=mandeflist
  
{|class=mandeflist
  +
!Holiday balance
−
!Overtidssaldo pr.
  
  +
|Not in use
−
|Den datoen overtidssaldoen regnes 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 ==
  +
The user, which controls both login and authorizations, etc. is entered in System | Base registers | Users.
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild6.png}}
  +
 
{|class=mandeflist
  
{|class=mandeflist
  +
|New password
−
!Overtidskomp.
  
  +
|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.
−
|Dersom overtidskompensasjon er valgt, vises en overtidssaldo på ukekvitteringen 04-72-10 fra timeføringen.
  
  +
|-
  +
!Import settings
  +
|Column-, selection-, and favourite settings can be copied from another user.
 
|}
  
|}
   
−
== Registrering brukere ==
 +
=== General ===
−  
−
I{{pth|System|Grunnregister/Generelt/Brukere}} registreres brukeren, som styrer bl.a. autorisasjon og passord.
  
−  
−
=== Generelt ===
  
   
−
{{ExpandImage|PRO-EMP-NO-Bild3.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild7.png}}
   
−
{| class=mandeflist
 +
{|class=mandeflist
  +
!Name
−
!Navn
  
  +
|The user’s name
−
|Brukerens navn
  
 
|-
  
|-
−
!E-post
 +
!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.
−
|Brukerens e-postadresse anvendes for attestering og sending av nytt passord.
  
 
|-
  
|-
  +
!Language
−
!Språk
  
−
|Velg det språk som brukeren skal ha i Marathon.
 +
|The user’s language in Marathon
 
|-
  
|-
  +
!Country
−
!Firma/år
  
  +
|Country is used for authorisations by country
−
|Firma er det selskap som brukeren kommer inn i ved pålogging. I feltet år angis året. Dersom år ikke angis, blir brukeren automatisk pålogget i senest opprettede år.
  
  +
|-
  +
!Company
  +
|The company the user is to be directed to when logging in
  +
|-
  +
!Year
  +
|Not in use
 
|}
  
|}
   
−
=== Skriver ===
 +
=== Authorisation ===
−  
−
Under fliken Skrivere oppgis hvilke Marathon-skrivere som skal foreslås ved utskrift i Classic.
  
−  
−
=== Autorisasjon ===
  
−  
−
{{ExpandImage|PRO-EMP-NO-Bild4.png}}
  
−  
−  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild8.png}}
−
{| class=mandeflist
  
  +
−
!Alternativ brukerkode
  
  +
{|class=mandeflist
−
|Anvendes for å kunne logge in i Marathon med samme passord som anvendes i datamaskinen din. Den alternative koden kan være opp til 12 tegn lang og pålogging kan gjøres med begge passordene.
  
  +
!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
−
!Passord
  
  +
|Password settings are in System | Base registers | System parameters.
−
|Passordet må ikke inneholde å, æ eller ø (eller andre spesialtegn).
  
  +
|-
  +
!Incorrect attempts
  +
|Shall be 0, after five incorrect login attempts the user is blocked
 
|-
  
|-
  +
!Forced change
−
!Antall feilaktige forsøk
  
  +
|Date for forced password change. The settings are in System | Base registers | System parameters
−
|Må være 0, etter fem feilaktige forsøk blir brukeren sperret
  
 
|-
  
|-
  +
!Without change
−
!Dato for tvunget bytte
  
  +
|Shall be 0, after five login attempts after the set date the user is blocked
−
|Dato, maksimalt 90 dage frem i tiden.
  
 
|-
  
|-
  +
!Active period
−
!Antall uten bytte
  
  +
|Used to restrict a user's access to Marathon to a specific date range
−
|Må være 0, ved fem pålogginger blir brukeren sperret.
  
 
|-
  
|-
  +
!Blocked
−
!Aktiv periode
  
  +
|Activates or blocks the user.
−
|Brukes for begrense en brukeres adgang til Marathon til en vis datointervall.
  
 
|-
  
|-
  +
!Company auth.
−
!Sperret
  
  +
|Select the companies to which the user should have access, or tick All below the company table to grant access to all companies.
−
|Avkryss for å sperre
  
  +
|-General auth group
  +
|The authorisation group for companies the user has access to (settings under System | Authorisation).
 
|-
  
|-
  +
!Per company
−
!Firmaautorisasjon
  
  +
|Used if the user has different authorisations per company
−
|Oppgi firmaet som brukeren er autorisert till, alternativt kan du krysse av ”Alle” neden for firmatabellen dersom brukeren ska ha autorisasjon til alle firmaer.
  
 
|-
  
|-
  +
!Group authorisation
−
!Generell aut.gruppe
  
  +
|Settings for the user’s authorisations for groups, collective groups and collective coll. groups.
−
|Autorisasjonsgruppen som gjelder for de firmaer, som brukeren er autorisert til (styres under Administrasjon).
  
  +
|}
  +
  +
=== 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
  +
|This setting only determines which type of approval is suggested automatically; it can be changed during the approval process
 
|-
  
|-
  +
!Send e-mail…
−
!Aut.gruppe pr. firma
  
  +
|If a reminder that invoices are ready for approval needs to be sent. The e-mail address from the General tab is used.
−
|Oppgis dersom installasjonen har forskjellige autorisasjoner pr. Firma.
  
 
|-
  
|-
  +
!Time report appr.
−
!Gruppeautorisasjon
  
  +
|See separate manual.
−
|Innstilling for brukeren sin autorisasjon til grupper, overgrupper og overovergrupper
  
 
|}
  
|}
   
−
=== Autorisasjon Classic ===
 +
=== Expenses ===
  +
  +
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
   
  +
{|class=mandeflist
−
Classic-autorisasjon oppgis kun dersom adgangssystemet under System: Autorisasjon ikke anvendes fullt ut.
  
  +
!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.
−
=== Attest ===
  
  +
|-
−  
  +
!Corp card default
−
{{ExpandImage|PRO-EMP-NO-Bild4.png}}
  
  +
|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.
−  
  +
|}
−
Under fliken Attest angis autorisasjoner for å kontere omkostnader og innkjøp, bokføring av leverandørsfakturaer og for forskjellige sorter av attest (forattest, sluttattest, blank) som brukeren må ha.
  
−  
−
Dersom det ska være mulig å sende påminnelser om fakturaer som må attesteres, avkryss parameteren ”Send e-post ved ny faktura” og utfyll e-postadresse under fliken Generelt.
  
−  
−
Attest av tidrapporter - Se separat manual.
  
   
 
=== Other ===
  
=== Other ===
   
−
{{ExpandImage|bas-med-en-grafik7.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild11.png}}
   
−
{| class=mandeflist
 +
{|class=mandeflist
  +
!Access to info
−
|'''Employee code in PRO'''
  
  +
|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.
−
|State only if the employee code differs from the user code
  
 
|-
  
|-
  +
!Immediate sup.
−
|'''Contact person'''
  
  +
|The user’s immediate superior can be specified, and this can be used to approve expenses with the immediate superior as the automatic approver.
−
|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: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.
Retrieved from "https://wikidoc.kase.se/index.php?title=Enter_employees_and_users/nb&oldid=92843"