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

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__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 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.
−  
−
I Marathon gør man forskel mellem medarbejdere og brugere.
  
−
Medarbejderen findes i jobmodulen og bruges for bl.a. timeføring.
  
−
På brugeren derimod styres indlogning og adgang.
  
−  
−
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 ===
  
   
  +
=== General ===
 
{{ExpandImage|PRO-EMP-EN-Bild1.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild1.png}}
  +
{|class=mandeflist
−  
  +
!Code
−
{| class=mandeflist
  
  +
|The first two letters of the first name and surname are usually used as the employee ID
−
!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
−
!Alt personalekategori
 
  +
|Used in the resource planning
−
|Alternative personalekategorier kan bruges i ressoyrceplanlægningen
  
 
|-
  
|-
  +
!Employee grp
−
!Medarbejdergruppe
  
  +
|Group to which the employee belongs
−
|Gruppe, medarbejderen er koblet til.
  
 
|-
  
|-
  +
!Working team
−
!Arbejdsgruppe
  
  +
|Another way of categorising staff members, which can be used in resource planning
−
|Yderlige en måde for gruppering af medarbejdere.
  
 
|-
  
|-
  +
!Cost centre
−
!Omkostningssted
  
  +
|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)
−
|Kan bruges ved indtægtskontering af honorar og/eller som forslag på nye jobs hvis medarbejderen er projektleder (kræver stemindstilling).
  
 
|-
  
|-
  +
!Time reporting
−
!Tidsrapportering
  
  +
|Tick if the employee is required to report their time.
−
|Angiv, hvis medarbejderen skal bruge Marathons tidsrapportering
  
 
|-
  
|-
  +
!Possible PM/CM
−
!Mulig PL og KA
  
  +
|Tick if the employee is a project-, production-, or client manager
−
|Angives, hvis medarbejderen er projektleder, produktionsleder eller kundeansvarlig.
  
 
|-
  
|-
  +
!Possible in res plan
−
!Mulig at ressourceplanlägge
 
  +
|If the employee shall be shown in resource planning
−
|Hvis medarbejderen skal vises i ressourceplanlægningen
  
−
|-
 
−
!Tillad rapportering over max
  
−
|Tilsidesætter parameteren Maks. antal timer pr. dag
  
 
|-
  
|-
  +
!Report above max
−
!Aktiv
  
  +
|Overrules the parameter Maximum hours per day
−
|Fjern krydser hvornår medarbejderen slutter.
  
 
|-
  
|-
  +
!Active
−
!Ordinær arbejdskode
  
  +
|If the employee is active or has quitted
−
|Bruges ikke.
  
 
|-
  
|-
  +
!Reg job code
−
!Kode i lønsystem
  
  +
|Not used
−
|Brug hvis I eksporterer til et eksternt lønsystem
  
 
|-
  
|-
  +
!Code in payroll
−
!Adgangskode
  
  +
|Fill in if an external payroll system is used
−
|Vise kun ved nyoprettelse og hvis parameteren {{kryss|Automatisk oprettelse af brugere}} er valgt.
  
  +
|-
  +
!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-EN-Bild2.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild2.png}}
   
−
{| class=mandeflist
 +
{|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
−
!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 ===
 +
=== Calendar ===
  +
−  
 
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
   
  +
{|class=mandeflist
−  
  +
!Period
−
{| class=mandeflist
  
  +
|The start and end dates are adjusted if the employee has alternated between, for example, full-time and part-time employment
−
!Kalendarienummer
  
  +
|-
−
|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.
  
  +
!Calendar
  +
|This field specifies which calendar number (working time measure) the employee is linked to.
 
|}
  
|}
   
−
=== Arbejdsgrupper ===
 +
=== Working teams ===
  +
 
{{ExpandImage|PRO-EMP-EN-Bild4.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild4.png}}
   
  +
{|class=mandeflist
  +
!Period /work team
  +
|In the table, a historical work group can be specified for project reports and the approval of timesheets
  +
|}
   
  +
=== Holidays and overtime ===
−
{| class=mandeflist
  
−
!Periode og arbejdsgruppe
 
−
|For jobrapporter og godkendelse af tidrapporter. Med perioder kan du se en historisk overblik over medarbejderens arbejdsgrupper.
 
−
|}
 
−  
−
=== Ferie og overarbejde ===
  
   
 
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
   
  +
{|class=mandeflist
−  
  +
!Holiday balance
−  
  +
|Not in use
−  
−
{| class=mandeflist
  
−
!Feriesaldo
  
−
|Bruges ikke
  
 
|-
  
|-
  +
!Holiday days used
−
!Brugte feriedage
  
  +
|Not in use
−
|Bruges ikke
  
 
|-
  
|-
  +
!OT balance
−
!Overarbejdessaldo
  
  +
|Number of overtime hours
−
|Angiv antal overarbejdestimer. Du kan angive det pr. en bestemt dato, hvis du vil se den som en separat kolonne i timeføringen.
  
 
|-
  
|-
  +
!OT balance per
−
!Overarbejdssaldo from
  
  +
|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
−
|Dagen, saldoen telles fra.
  
 
|-
  
|-
  +
!OT compensation
−
!Overarbejdesgodtgørelse
  
  +
|Not in use
−
|Bruges ikke
 
 
|}
  
|}
   
−
== Registrering af brugere ==
 +
== New users ==
  +
The user, which controls both login and authorizations, etc. is entered in System | Base registers | Users.
−  
−
I {{pth|System|Basisregister/Generelt/Brugere}} registreres brugeren, der styrer bl.a adgang og password.
  
   
 
{{ExpandImage|PRO-EMP-EN-Bild6.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild6.png}}
  +
−  
  +
{|class=mandeflist
−  
  +
|New password
−
{| class=mandeflist
  
  +
|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.
−
!Ny adgangskode
  
−
|Brug funktionen for at sende ny adgangskode till brugerens e-mail. Nulstil derefter Antal fejlagtige indlognigsforsøg og Antal uden skift i brugerregistret.
 
 
|-
  
|-
  +
!Import settings
−
!Hent indstillinger
  
  +
|Column-, selection-, and favourite settings can be copied from another user.
−
|Du kan kopiere kolonne-, udvalgs- og favoritindstillinger fra en anden bruger.
  
 
|}
  
|}
   
  +
=== General ===
   
  +
{{ExpandImage|PRO-EMP-EN-Bild7.png}}
−
=== Generelt ===
  
−  
−
<div class="mw-translate-fuzzy">
  
−
{{ExpandImage|PRO-EMP-DA-Bild5.png}}
  
−
</div>
  
   
  +
{|class=mandeflist
−
<div class="mw-translate-fuzzy">
  
  +
!Name
−
{|class= mandeflist
  
  +
|The user’s name
−
!Navn
  
−
|Brugerens navn
  
−
!E-mail
  
−
|Brugerens e-mailadresse, anvendes for fakturagodkendelse og sending af nyt password.
  
 
|-
  
|-
  +
!E-mail
−
!Sprog
  
  +
|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.
−
|Det sprog, brugeren anvender i Marathon.
  
 
|-
  
|-
  +
!Language
−
!Firma/år
  
  +
|The user’s language in Marathon
−
|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.
  
  +
|-
  +
!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
 
|}
  
|}
−
</div>
  
−  
−  
−
<div class="mw-translate-fuzzy">
  
−
=== Adgang ===
  
−
</div>
  
−  
−
<div class="mw-translate-fuzzy">
  
−
{{ExpandImage|PRO-EMP-DA-grafik12.png}}
  
−
</div>
  
−  
   
  +
=== Authorisation ===
−
<div class="mw-translate-fuzzy">
  
   
  +
{{ExpandImage|PRO-EMP-EN-Bild8.png}}
−
{| class=mandeflist
  
  +
−
!Alternativ brugerkode
 
  +
{|class=mandeflist
−
|Anvendes for at skulle logge ind i Marathon med samme brugerkode som for at logge ind i Windows. Den alternative kode kan være op til 12 tegn lang og kan anvendes parallelt med den ordinære kode.
  
  +
!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
 +
!Password
  +
|Password settings are in System | Base registers | System parameters.
−
|Indstillinger for adgangskode vises i {{pth|System|Basisregister/Generelt/Systemparametre}}. Adgangskoden må ikke indeholde å, æ eller ø.
  
  +
|-
  +
!Incorrect attempts
  +
|Shall be 0, after five incorrect login attempts the user is blocked
 
|-
  
|-
  +
!Forced change
−
!Antal fejlagtige forsøg
  
  +
|Date for forced password change. The settings are in System | Base registers | System parameters
−
|Skal være 0, efter fem fejlagtige forsøg spærres brugeren.
  
 
|-
  
|-
  +
!Without change
−
!Tvunget skift
  
  +
|Shall be 0, after five login attempts after the set date the user is blocked
−
|Dato, maks. 90 dage fremad.
  
 
|-
  
|-
  +
!Active period
−
!Antal uden skift
  
  +
|Used to restrict a user's access to Marathon to a specific date range
−
|Skal være 0, ved fem indlogninger efter tvunget skift spærres brugeren.
  
 
|-
  
|-
  +
!Blocked
−
!Aktiv periode
 
  +
|Activates or blocks the user.
−
|Anvendes for at begrænse en brugeres adgang til Marathon til et vist datointerval.
  
 
|-
  
|-
  +
!Company auth.
−
!Spærret
  
  +
|Select the companies to which the user should have access, or tick All below the company table to grant access to all companies.
−
|Afkryds for at spærre manuelt. Fjern kryds ved ophævning af spær.
  
  +
|-General auth group
  +
|The authorisation group for companies the user has access to (settings under System | Authorisation).
 
|-
  
|-
  +
!Per company
−
!Firmaadgang
  
  +
|Used if the user has different authorisations per company
−
|Angiv firma, brugeren skal være autoriseret til eller afkryds feltet Alle neden for firmatabellen, hvis brugeren har adgang til alle firmaer.
  
 
|-
  
|-
  +
!Group authorisation
−
!Generel adgangsgruppe
  
  +
|Settings for the user’s authorisations for groups, collective groups and collective coll. groups.
−
|Den adgangsgruppe der gæller for de firmaer, brugeren aer autoriseret til (håndteres i programmet {{pth|System|Adgang}}).
  
  +
|}
  +
  +
=== 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…
−
!Adgangsgr.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.
−
|Angives, hvis installationen har flere forskellige adgange pr. firma.
  
 
|-
  
|-
  +
!Time report appr.
−
!Gruppeadgang
  
  +
|See separate manual.
−
|Indstilling for brugerens adgang til grupper, overgrupper og overovergrupper.
  
 
|}
  
|}
−
</div>
  
−  
−  
−
=== Fakturagodkendelse ===
  
−  
−
<div class="mw-translate-fuzzy">
  
−
{{ExpandImage|PRO-EMP-DA-Bild6.png}}
  
−
</div>
  
−  
−  
−
<div class="mw-translate-fuzzy">
  
−
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).
  
−
</div>
  
−  
−
<div class="mw-translate-fuzzy">
  
−
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}}.
  
−
</div>
  
   
 
=== Expenses ===
  
=== Expenses ===
  +
 
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
   
−
{|class= mandeflist
+
{|class=mandeflist
−
!Holder of corporate card
 +
!Holder of corp card
−
|If this box is checked, the user will see a new column Corporate card in their expense report.
 +
|When the Holder of corporate card box is ticked, a new Corporate card column will appear for the user in the expense report.
 
|-
  
|-
−
!Corporate card default
 +
!Corp card default
−
|If the user mainly purchases with their corporate card, select Yes (also Blank and No can be chosen). This is a suggestion only and can be changed when the user is making the expense report.
 +
|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.
 
|}
  
|}
   
−
=== Øvrigt ===
 +
=== Other ===
   
  +
{{ExpandImage|PRO-EMP-EN-Bild11.png}}
−
<div class="mw-translate-fuzzy">
  
−
{{ExpandImage|PRO-EMP-DA-Bild7.png}}
  
−
</div>
  
   
  +
{|class=mandeflist
−  
  +
!Access to info
−
<div class="mw-translate-fuzzy">
  
  +
|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.
−  
−
{| 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.
  
 
|}
  
|}
−
</div>
  
−  
   
−
[[Category:PRO-EMP-DA]] [[Category:Manuals]] [[Category:Projects]]
 +
[[Category:PRO-EMP-EN]]
  +
[[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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