Revision as of 11:01, 2 July 2018

Generelt

Godkendelse af tidrapporter bruges f eks hvis en afdelingschef må godkende sine medarbejderes tidrapporter. Systemet kan indstilles sådan, at kun godkendte tidrapporter er mulige at opdatere.

Før godkendelse

Forsikr dig om, at de personer der skal godkende har adgang til Godkendelse af tidrapporter. Det gøres i Administration/Adgang/Time-sagsstyring/Registrering/Godkendelse af tidrapporter.

I Basisregister/JOB/Parametre, fanen Honorar, bestemmes hvorvidt der skal godkendes pr. gruppe eller pr. arbejdsgruppe.

There is also possibility to choose specific fee codes to appear in separate columns in the time report approval function, and to set up so that only approved time reports can be updated.

Adgang

Select the groups/working teams that the user shall be authorized to approve in System: Base registers/General/Users. In the example below, Group is selected.

If the box All is checked, all employees regardless of group or working team are selectable.

In the program Approval of time reports the approver can then select group/working team. In the example below, group has been set in the parameters. The approver can only see groups that she/he is authorized to.

Approval of time reports in Frontoffice

The program for approving time reports is in Frontoffice: Project. Select year and month, and the employees will appear in the list.

Description of the columns:

Other functions:

To look at a time report

Select an employee and see her/his report by clicking Open. The following view is shown:

The above columns fetch information from:

You can open a single day in order to see what projects and codes the hours have been reported on:

Approve

You can approve single days by marking them and then pressing Approve days, or a complete month by pressing Approve month. In both cases the box shown below opens, where you can approve or disapprove a day and write a comment:

You can also open a time report for one specific day and approve it. A day that is not OK is shown in Marathon Time, crossed:

Notification to employee

You can send an e-mail to an employee with days that are not OK. Click on Remind time reporters in the list of employees, the following confirmation is shown:

You can print a list of all time reports for the selected month with the Print function. Note, that you need a print template for that, contact Kalin Setterberg to order one.

Changes

If an employee changes her/his time report on a day that already is approved, it is shown in two ways: With a red cross in the column Changed:

In the employee's time report in the approval, the text in the Approval column turns red:

Backoffice watch list

In the watch list for time reports, the accounting staff can monitor the time report approvals. Additionally to functions described in Approval of time reports in Frontoffice here is a function fo reminding approvers: