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

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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==
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I Marathon gjør man forskjell mellom medarbeidere og brukere.
  
  +
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.
−
Medarbeideren finnes i prosjektregnskapen og anvendes til blant annet timeføring. På brukeren styres pålogging og autorisasjon.
  
−  
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== Registrering medarbeidere ==
  
−  
−
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.
  
−  
−
=== 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
−
!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.Kan også brukes i ressursplanleggingning. Angi arbeidsgruppe til medarbeideren.
 
 
|-
  
|-
  +
!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
−
!Mulig i ressursplanlegging
 
  +
|Tick if the employee is a project-, production-, or client manager
−
|Hvis medarbeideren skal vises iressursplanleggingen
  
 
|-
  
|-
  +
!Possible in res plan
−
!Tillat rapportering over maksgrense
 
  +
|If the employee shall be shown in resource planning
−
|Tilsidesetter parameteren Maks antall timer pr. dag
  
 
|-
  
|-
  +
!Report above max
−
!Aktiv
  
  +
|Overrules the parameter Maximum hours per day
−
|Avkryss dersom medarbeideren er aktiv, fjern krysser da hun/han slutter.
  
 
|-
  
|-
  +
!Active
−
!Ordinær arbeidskode
  
  +
|If the employee is active or has quitted
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|Anvendes ikke.
  
 
|-
  
|-
  +
!Reg job code
−
!Kode i lönnssystem
  
  +
|Not used
−
|Bruk dersom dere eksporterer til et eksternt lønssystem
  
 
|-
  
|-
  +
!Code in payroll
−
!Passord
  
  +
|Fill in if an external payroll system is used
−
|Vises kun ved opplegg av ny medarbeidere og kun hvis parameteren ”Automatisk opplegg av brukere” er på
  
  +
|-
  +
!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
−  
  +
!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
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!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
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!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.
  
 
|-
  
|-
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!Category/Code
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!Kat/kode
  
  +
|In the event of a deviation, the work code or category and price are registered.
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|Dersom avvikelse foreligger, angis arbeidskode eller arbeidskategori.
  
−
|-
  
−
!Timepris
  
−
|Priset pr. avvikende arbeidskode eller arbeidskategori
  
 
|}
  
|}
   
−
=== Kalendarium ===
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=== Calendar ===
  +
−  
 
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild3.png}}
   
  +
{|class=mandeflist
  +
!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 ===
−
{| class=mandeflist
  
−
!Kalendarienummer
  
−
|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
  
−
|}
  
   
−
=== Arbeidsgrupper ===
  
 
{{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 arbeidsgruppe
  
−
|For prosjektrapporter og attest av tidsrapporter. Med perioder kan du få en historisk overblikk over medarbeideren sine arbetsgrupper.
 
−
|}
 
−  
−
=== Ferie og overtid ===
  
   
 
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild5.png}}
   
  +
{|class=mandeflist
−  
  +
!Holiday balance
−  
  +
|Not in use
−  
−
{| class=mandeflist
  
−
!Feriesaldo
  
−
|Brukes ikke
  
 
|-
  
|-
  +
!Holiday days used
−
!Brukte feriedager
  
  +
|Not in use
−
|Brukes ikke
  
 
|-
  
|-
  +
!OT balance
−
!Overtidssaldo
  
  +
|Number of overtime hours
−
|Angi overtidssaldo i timer. <<<<<du kan også angi timer pr. en særskild dato, dersom overtidssaldo skal vises som en separat lkolonne i Tidsraif OT balance shall be shown as a separate column in Time reporting.
  
 
|-
  
|-
 
!OT balance per
  
!OT balance per
−
|The day that the overtime balance is counted 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
 
|-
  
|-
−
!OT compensation
+
!OT compensation
−
|Not in use
 +
|Not in use
 
|}
  
|}
   
−
== Registrering av brukere ==
 +
== New users ==
  +
The user, which controls both login and authorizations, etc. is entered in System | Base registers | Users.
−  
−
I{{pth|System|Grunnregister/Generelt/Brukere}} registreres brukeren, som styrer bl.a. autorisasjon og passord.
  
   
 
{{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.
−
!Nytt passord
  
−
|Bruk knappen for å sende nytt passord til brukeren sin e-post. Nulstill deretter Antall feilaktige innloggingsforsøk och Antall uten bytte i brukerregistret.
 
 
|-
  
|-
  +
!Import settings
−
!Hent innstillinger
  
  +
|Column-, selection-, and favourite settings can be copied from another user.
−
|Du kan kopiere kolonne- utvalgs- og favorittinnstillinger fra en annen bruker.
  
 
|}
  
|}
   
  +
=== General ===
−  
−
=== Generelt ===
  
   
 
{{ExpandImage|PRO-EMP-EN-Bild7.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
−
!Land
 
  +
|Country is used for authorisations by country
−
|Land brukes for landsvis autorisasjon
  
 
|-
  
|-
  +
!Company
−
!Firma
 
  +
|The company the user is to be directed to when logging in
−
|Firma er det selskap som brukeren kommer inn i ved pålogging.
  
 
|-
  
|-
  +
!Year
−
!År
  
  +
|Not in use
−
|Brukes ikke
  
 
|}
  
|}
   
  +
=== Authorisation ===
−  
−
=== Autorisasjon ===
  
   
 
{{ExpandImage|PRO-EMP-EN-Bild8.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild8.png}}
  +
−  
  +
{|class=mandeflist
−  
  +
!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.
−  
−
{| class=mandeflist
  
−
!Alternativ brukerkode
  
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|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.
  
 
|-
  
|-
  +
!Password
−
!Passord
  
  +
|Password settings are in System | Base registers | System parameters.
−
|Passordsinnstillingene gjøres i Grunnregister/Generelt/Systemparametrer. 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
  
 
|-
  
|-
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!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.Angi tid i Grunnregister/Generelt/Systemparametrer.
  
 
|-
  
|-
  +
!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 System: Autorisasjon).
  
−
|-
  
−
!Aut.gruppe pr. firma
  
−
|Oppgis dersom installasjonen har forskjellige autorisasjoner pr. Firma.
  
−
|-
  
−
!Gruppeautorisasjon
  
−
|Innstilling for brukeren sin autorisasjon til grupper, overgrupper og overovergrupper
  
 
|}
  
|}
   
  +
=== Approval ===
−  
  +
−
=== Attest ===
  
−  
 
{{ExpandImage|PRO-EMP-EN-Bild9.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild9.png}}
   
  +
{|class=mandeflist
−  
  +
!May post
−
Alternativene for å kontere omkostnader og innkjøp og bokføring i overvåkingslisten brukes ikke lenger, da de styres gjennom System: Autorisajon.
  
  +
|Posting of costs and purchases and posting in the approval watch list is not used here, but entirely from System | Authorisation.
−  
  +
|-
−
{|class= mandeflist
  
  +
!Type of approval
−
!Attesttype
 
−
|Valgt type vil bli foreslått, men kan endres ved godkjendelseThe setting is which type of approval shall be suggested; it can be changed when approving.
 +
|This setting only determines which type of approval is suggested automatically; it can be changed during the approval process
 
|-
  
|-
−
!Send e-post ved ny faktura
 +
!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.
−
|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.
  
 
|-
  
|-
  +
!Time report appr.
−
!Approval of time reports
  
−
|See separate manual
 +
|See separate manual.
 
|}
  
|}
   
−
=== Utlegg ===
 +
=== Expenses ===
  +
 
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
  
{{ExpandImage|PRO-EMP-EN-Bild10.png}}
   
−
{|class= mandeflist
+
{|class=mandeflist
  +
!Holder of corp card
−
!Innehar firmakort
  
  +
|When the Holder of corporate card box is ticked, a new Corporate card column will appear for the user in the expense report.
−
|Hvis avkrysset, vil brukeren se en ny kolonne Firmakort i utleggsrapporten sin.
  
 
|-
  
|-
−
!Firmakort default
 +
!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.
−
|Dersom brukeren alltid eller oftest gjør innkjøp med firmakorett sitt, velg Ja (andre alternativer, Nei og Blank). Dette er kun et forslag og kan endres ved registrering av utlegg.
  
 
|}
  
|}
   
−
=== Øvrigt ===
 +
=== Other ===
   
−
{{ExpandImage|PRO-EMP-EN-Bild11.png}}
 +
{{ExpandImage|PRO-EMP-EN-Bild11.png}}
   
  +
{|class=mandeflist
−  
  +
!Access to info
−
{| class=mandeflist
  
  +
|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.
−
!Kontaktperson
  
−
|Utfylles kun dersom personen er kontaktperson for Kalin Setterberg. Styrer informasjonsutsendelser fra Kalin Setterberg.
  
 
|-
  
|-
  +
!Immediate sup.
−
!Kalin Setterberg
  
  +
|The user’s immediate superior can be specified, and this can be used to approve expenses with the immediate superior as the automatic approver.
−
|Kun for ansatte i Kalin Setterberg.
  
−
|-
  
−
!Nærmeste overordnet
  
−
|I f eks attestering av utlegg kan nærmeste overordnet være automatisk attestant.
  
 
|}
  
|}
   
  +
[[Category:PRO-EMP-EN]]
−  
−
[[Category:PRO-EMP-NO]] [[Category:Projects]]
 +
[[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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