Difference between revisions of "Enter employees and users"
From Marathon Documentation
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+ | |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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Latest revision as of 14:27, 30 June 2026
Contents
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 |
| 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 |
|---|---|
| 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. |
