Difference between revisions of "FAQ:PRO/Time reporting"

From Marathon Documentation
Jump to: navigation, search
(Undo revision 42973 by TR (talk))
Line 6: Line 6:
   
 
<!--T:1-->
  
<!--T:1-->
  +
*An employee has started to work part time, where do I change it?
−
*Jag har en medarbetare som nu börjar jobba deltid, var ändrar jag det?
 
  +
Go to the employee register in{{pth|SystemBase registers/Pro/Employees}}, tab {{flik|Calendar}}. Enter an end date for the calendar and a start date on the next row and connect the new row to a part time calendar.
−
Det ändrar man på medarbetaren i {{pth|Basregister/Pro/Medarbetare}}, fliken Kalendarium. Lägg in ett slutdatum för sista dagen som ska rapporteras som heltid. Ange sedan ett startdatum på nästa rad samt ett kalendarium som motsvarar deltiden.
  
   
 
<!--T:2-->
  
<!--T:2-->
  +
*I have entered a client , but cannot see it in Time reporting, why?
−
*Jag har lagt upp en kund, men den syns inte i Tidrapportering?
 
  +
Open the Project field and press{{btn|UPDATE}}. Also make sure that the boxes "Only own", "Latest" and "Quick search" are unchecked. Also ensure that "Time reporting" is checked on the project in the project register.
−
Öppna fältet Projekt och tryck på {{btn|Uppdatera}}. Se även till att rutorna {{kryss|End egna}}, {{kryss|Grupp}}, {{kryss|Senaste}} och {{kryss|Snabbsök}} inte är ifyllda. Kontrollera så att projektet har {{kryss|Tidrapportering}} ikryssat.
  
   
 
<!--T:3-->
  
<!--T:3-->
  +
*I have new employees without any time reporting request; the days in the calendar are green?
−
*Jag har nya medarbetare som inte har något krav på tidrapportering, dagarna är gröna?
 
  +
Select a calendar and a start date for it in the employee register{{pth|System|Base registers/Pro/Employee}}, tab {{flik|Calendar}}.
−
Ange ett kalendarium och ett startdatum på medarbetarna i {{pth|Basregister/Pro/Medarbetare}}, fliken Kalendarium.
  
   
 
<!--T:4-->
  
<!--T:4-->
  +
*Is there any way to report amounts instead of hours?
−
*Finns det något sätt att tidrapportera belopp istället för timmar?
 
  +
No, the amount is automatically calculated according to the price that has been set on either the employee or the fee code.
−
Nej, beloppet räknas ut automatiskt efter priset som är inlagt på medarbetaren eller koden.
  
   
 
<!--T:5-->
  
<!--T:5-->
  +
*How can i see the time that the employees have reported?
−
*Hur kommer jag åt mina medarbetares tid?
 
  +
Go to the tab {{flik|Reconciliation}} to see an overview of time reports. Click on{{btn|CHANGE EMPLOYEE}} in the calendar view to see an employee's full time report.
−
Tryck på fliken Avprickning tid för att se en översikt på hur medarbetarna rapporterat. Tryck på {{btn|Byt medarbetare}} för att komma in en medarbetares tidrapport.
  
   
 
<!--T:6-->
  
<!--T:6-->
  +
*An employee cannot report time. Why?
−
*Varför kan inte en medarbetare registrera tid?
 
  +
In the employee record in {{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}, the box "Time reporting" has to be checked.
−
På medarbetaren i {{pth|Basregister/Pro/Medarbetare}}, fliken Allmänt, måste rutan {{kryss|Tidrapportering}} vara ikryssad.
  
   
 
<!--T:7-->
  
<!--T:7-->
  +
*Why don't the hours show on the projects?
−
*Varför syns inte tiderna i projekten?
 
  +
The hours haven't been updated in{{pth|Project|Registration, correction and updating}}
−
Tiderna är inte uppdaterade i {{pth|Projekt/Registrering, korrigering och Uppdatering}}.
  
   
 
<!--T:8-->
  
<!--T:8-->
  +
*Why are some times yellow in the reconciliation view?
−
*Varför är vissa tider gula i avprickningsvyn?
 
  +
The time reporter has marked the day as unfinished and it is thus not update
−
Tidrapportören har markerat att dagen ska vara stoppad för uppdatering.
  
   
 
<!--T:9-->
  
<!--T:9-->
  +
*What do I do when an employee quits?
−
*Vad gör man när en medarbetare slutar?
 
  +
In the employee registers in {{pth|System|Base registers/Pro/Employees}}, uncheck the boxes "Time reporting" and "Active". Enter an end date in the tab {{flik|Calendar}}. Also deactivate the person in the user register in {{pth|System|Base registers/General/Users}}.
−
På medarbetaren i {{pth|Basregister/Pro/Medarbetare}}, kryssa ur {{kryss|Tidrapportering}} och {{kryss|Aktiv}}. Ange ett slutdatum i fliken Kalendarium. Inaktivera även användaren i {{pth|Basregister/Allmänt/Användare}}.
  
   
 
<!--T:10-->
  
<!--T:10-->
  +
*I can't report time in my phone, why?
−
*Jag kan inte rapportera tid i mobilen?
 
  +
Maybe your company doesn't have agreement to use Marathon Pocket. In other case, make sure that the box "Time reporting" is checked in the employee record in{{pth|System|Base registers/Pro/Employee}}, tab {{flik|General}}.
−
Ert företag kanske inte har avtal för Marathon Pocket. Kontrollera annars att rutan {{kryss|Tidrapportering}} är ikryssat på medarbetaren i {{ptn|Basregister/Pro/Medarbetare}}, fliken Allmänt.
  
   
 
<!--T:11-->
  
<!--T:11-->
  +
Where can I set authorisation to read time report reconciliations?
−
*Var ger man behörighet att läsa avprickning tid?
 
−
{{pth|System:Behörighet}}, under Projektredovisning/Avprickning tid.
 +
In {{pth|System|Authorisation/Project accounting/Reconciliation time}}.
   
  +
 
<!--T:12-->
  
<!--T:12-->
  +
*How do I get access to the{{btn|CHANGE EMPLOYEE}} -function?
−
*Hur får man tillgång till Byt Medarbetare knappen?
 
−
Genom att ens behörighetsgrupp har behörigheten Öppna alla i {{pth|System:Behörighet}}, under Projektredovisning.
 +
Your authorisation group has to have authorisation to Open all in {{pth|System|Authorisation}} under Project accounting.
   
 
<!--T:13-->
  
<!--T:13-->
−
*Hur gör jag om jag vill ta ut en lista från Marathon på registrerad tid i antal timmar?
+
*How do I get a list from Marathon with registered time in hours?
  +
At the right side of the calendar, click {{btn|PROJECT}}. Right-click on the list and select Excel, Print or PDF.
−
Tryck på {{btn|Summa projekt}}. Högerklicka i listan med timmar och välj Kalkyl, Skriv ut eller välj PDF.
  
   
 
<!--T:14-->
  
<!--T:14-->
  +
*Is there a smooth way to report time for my complete vacation?
−
*Kan jag på något smidigt sätt rapportera in hela min semester?
 
−
Ja, tryck på {{btn|Massändra}} och klicka på {{btn|alla dagar}} som ska rapporteras. Ange sedan projekt, kod och antal timmar per dag.
 +
Yes, click on{{pth|MULTIPLE DAYS}} and click on all days that shall be reported. Then write project, code and hours per day.
   
 
<!--T:15-->
  
<!--T:15-->
  +
*The employee does not see overtime balance in Time reporting, why?
−
*Medarbetaren ser inte kompsaldo i Tidrapportering, varför?
 
  +
OT balance has not been set in the employee register{{pth|System|Base registers/Pro/Employees}}, tab {{flik|Vacation and Overtime}}. Enter start date in the field {{fld|OT balance per}} and number of hours that the employee has in arrears in the field {{fld|OT balance}}.
−
Kompsaldot är inte inställt på medarbetaren i {{ptn|Basregister/Pro/Medarbetare}} fliken Semester och övertid. Ange från och med datum i fältet Kompsaldo per, och antal timmar medarbetaren hade innestående det datumet i fältet Kompsaldo.
  
   
 
<!--T:16-->
  
<!--T:16-->
  +
*Can I have several reporting templates in Time reporting?
−
*Kan man ha flera rapporteringsmallar i Tidrapportering?
 
  +
No, you can't.
−
Nej, det kan man inte.
  
   
 
<!--T:17-->
  
<!--T:17-->
  +
*Can i restrain the time reporting to show only certain codes on a project?
−
*Går det att begränsa tidsrapporteringen till vissa koder på ett projekt?
 
  +
You can use code lists for codes you can report on in {{pth|System|Base registers/Pro/Code lists}}. Connect with project in {{pth|System|Base registers/Pro/Clients and projects}}, tab {{flik|Parameters 2}}.
−
Med kodlistor kan man per projekt bestämma vilka arvodeskoder som visas och tillåts samt rapporteras i Tidrapporteringen. Kodlistor kan man lägga upp i {{pth|Basregister/Pro/Kodlistor}} och kopplas till projektet i {{pth|Basregister/Pro/Kunder/Projekt}} i fliken Parametrar 2.
  
   
 
<!--T:18-->
  
<!--T:18-->
  +
*Where do I register hours for temporary employees?
−
*Var registrerar jag tid för tillfälliga medarbetare?
 
  +
In {{pth|Project|Registration, correction and updating}},under the tab {{flik|Registration/Fees}}.
−
Det gör du i {{pth|Projekt/Registrering, korrigering och uppdatering}}. Under fliken {{flik| Registrering/Arvode}} kan du sedan registrera tid för tillfälliga medarbetare.
 
   
   

Revision as of 13:02, 23 July 2018

FAQ item
Published unknown
Module Project
Version 546
Revision unknown
  • An employee has started to work part time, where do I change it?

Go to the employee register inSystemBase registers/Pro/Employees, tab Calendar. Enter an end date for the calendar and a start date on the next row and connect the new row to a part time calendar.

  • I have entered a client , but cannot see it in Time reporting, why?

Open the Project field and pressUPDATE. Also make sure that the boxes "Only own", "Latest" and "Quick search" are unchecked. Also ensure that "Time reporting" is checked on the project in the project register.

  • I have new employees without any time reporting request; the days in the calendar are green?

Select a calendar and a start date for it in the employee registerSystem: Base registers/Pro/Employee, tab Calendar.

  • Is there any way to report amounts instead of hours?

No, the amount is automatically calculated according to the price that has been set on either the employee or the fee code.

  • How can i see the time that the employees have reported?

Go to the tab Reconciliation to see an overview of time reports. Click onCHANGE EMPLOYEE in the calendar view to see an employee's full time report.

  • An employee cannot report time. Why?

In the employee record in System: Base registers/Pro/Employee, tab General, the box "Time reporting" has to be checked.

  • Why don't the hours show on the projects?

The hours haven't been updated inProject: Registration, correction and updating

  • Why are some times yellow in the reconciliation view?

The time reporter has marked the day as unfinished and it is thus not update

  • What do I do when an employee quits?

In the employee registers in System: Base registers/Pro/Employees, uncheck the boxes "Time reporting" and "Active". Enter an end date in the tab Calendar. Also deactivate the person in the user register in System: Base registers/General/Users.

  • I can't report time in my phone, why?

Maybe your company doesn't have agreement to use Marathon Pocket. In other case, make sure that the box "Time reporting" is checked in the employee record inSystem: Base registers/Pro/Employee, tab General.

Where can I set authorisation to read time report reconciliations? In System: Authorisation/Project accounting/Reconciliation time.


  • How do I get access to theCHANGE EMPLOYEE -function?

Your authorisation group has to have authorisation to Open all in System: Authorisation under Project accounting.

  • How do I get a list from Marathon with registered time in hours?

At the right side of the calendar, click PROJECT. Right-click on the list and select Excel, Print or PDF.

  • Is there a smooth way to report time for my complete vacation?

Yes, click onMULTIPLE DAYS and click on all days that shall be reported. Then write project, code and hours per day.

  • The employee does not see overtime balance in Time reporting, why?

OT balance has not been set in the employee registerSystem: Base registers/Pro/Employees, tab Vacation and Overtime. Enter start date in the field OT balance per and number of hours that the employee has in arrears in the field OT balance.

  • Can I have several reporting templates in Time reporting?

No, you can't.

  • Can i restrain the time reporting to show only certain codes on a project?

You can use code lists for codes you can report on in System: Base registers/Pro/Code lists. Connect with project in System: Base registers/Pro/Clients and projects, tab Parameters 2.

  • Where do I register hours for temporary employees?

In Project: Registration, correction and updating,under the tab Registration/Fees.



Retrieved from "https://wikidoc.kase.se/index.php?title=FAQ:PRO/Time_reporting&oldid=42992"