Registrering medarbeidere og brukere

Registrering medarbeidere

I Marathon gjør man forskjell mellom medarbeidere og brukere. Medarbeideren finnes i prosjektregnskapen og anvendes til blant annet timeføring. På brukeren styres pålogging og autorisasjon.

Medarbeidere registreres i System: Grunnregister/Pro/Medarbeidere. Dersom parameteren Automatisk opprettelse av brukere er avkrysset i System: Grunnregister/Pro/Parametrer, fliken Generelt, legges automatik en brukerprofil opp med samme kode som medarbeideren.

Generelt

Medarbeiderkode	De to første bokstavene i for-og etternavnet anvendes vanligvis som medarbeiderkode.
Navn	Medarbeiderens navn.
Telefon	Telefonnummer oppgis dersom det skal vises på faktura til kunde.
Personalkategori	Medarbeidere kan inndeles i ulike kategorier.
Medarbeidergruppe	Gruppen som medarbeideren er knyttet til.
Arbeidsgruppe	Ytterligere en måte for å gruppere medarbeidere.
Kostnadssted	Kan brukes ved inntektskontering av honorar og/eller som forslag på nye prosjekter, dersom personen er prosjektleder (forutsetter at systemet er innstilt så).
Tidsrapportering	Oppgis dersom personen skal føre timer i Tidsrapportering.
Mulig PL og KA	Oppgis dersom medarbeideren er enten prosjektleder, produksjonsleder eller kundeansvarlig.
Aktiv	Avkryss dersom medarbeideren er aktiv, fjern krysser da hun/han slutter.
Ordinær arbeidskode	Anvendes ikke.
Passord	Vises kun ved opplegg av ny medarbeidere og kun hvis parameteren ”Automatisk opplegg av brukere” er på

Priser

Ordinær timepris	Angi medarbeideres ordinære timepris.
Budsjettert timepris	Anvendes for å følge opp medarbeideren sin inntektsbudsjett.
Kalkylekostnad/time	Angi medarbeiderens kalkylekostnad, dvs. den pris, han/hun koster firmaet pr. time
Avvikende timepriser	Velg mellom Nei (ingen avvikelser fra ordinær timepris), Avvikelse som kommer an på arbeidskode eller på arbeidskategori.
Kat/kode	Dersom avvikelse foreligger, angis arbeidskode eller arbeidskategori.
Timepris	Priset pr. avvikende arbeidskode eller arbeidskategori

Kalendarium

Calendar number

Select calendar (working time measurement) for the employee. Start- and end dates are useful if the employee is altering between half time and full time employments.

Vacation and overtime

Vacation balance The number of unused vacation days for the vacation year is stated when creating employee record. The number is then decreasing every time she/he is reporting time on job code 930 for vacation. Each time that the vacation year is changed, this field is reset.The number of approved vacation days for the new year will be automatically registered. Shown only in weekly reports in 04-72-10.

Vacation used The number of used vacation days is stated when creating employee record. The number is then increasing every time she/he is reporting time on job code 930 for vacation. Shown only in weekly reports in 04-72- 10.

OT balance Overtime balance per a certain date can also be set, if OT balance shall be shown as a separate column in Time reporting.

OT balance per The day that the overtime balance is counted from.

OT compensation If you have selected to show overtime compensation, a balance is shown in 04-72-10 from the time reporting.

User registration

User records are opened in Base registers/General/Users. The user record controls, among other things, login and authorisation.

General

Name	The user’s name.
E-mail	The user’s email address. It will be used in invoice approvals and to send new passwords
Language	The user’s language in Marathon. Available languages are selectable in the menu.
Company/year	The company that the user comes to when logging in. If you leave the year-field blank, she/he will automatically come to the last opened year in the named company.

Printer

The different Marathon printers for printouts in Classic are stated in this tab.

Authorisation

Alternative user code	An alternative if the user wants to log in to his/her operative system with the same password as to Marathon. The alternative code can have up to 12 characters and the user can log in with both passwords.
Password	Password settings are shown in Base registers/General/System parameters. The password may not contain special characters like å, ö, æ, ø, etc.
Incorrect login attempts	Shall be zero. After five incorrect login attempts the user will be blocked
Date for forced change	Date, maximum 90 days ahead.
Without changes	Shall be zero. After five logins after forced change the user will be blocked.
Active period	Used for limit an user’s access to Marathon during a certain time interval.
Blocked	A checked box indicates that the user is blocked
Company authorisation	State the company that the user shall have access to, or check the box “all” below the company list if she/he shall have access to all companies.
General auth. group	The authorisation group that is valid for the companies that the user has access to.
Auth. group per company	Used if the installation has different authorisations per company.
Group authorisation	Settings for the user’s access to groups, collective groups and collective collective groups.

Authorisation Classic

Only in use if the authorisation system in System: Authorisation not is fully in use.

Approval

This tab contains authorisation details concerning approval of invoices; postings of cost invoices and project purchases, booking of supplier’s invoices and type of approval (pre-approval, final approval and blank).

To send reminders of new invoices to approve, check the box Send e-mail about new invoices. Make sure that the user’s e-mail address has been stated in the General-tab

Approval of time reports- contact Kalin Setterberg for more information about this function.

Other

Employee code in PRO	State only if the employee code differs from the user code
Contact person	Check the box if the user is a contact person towards Kalin Setterberg. If ticked, the person will receive general information mails from Kalin Setterberg.
Kalin Setterberg	Shows if the user is working at Kalin Setterberg. Used at the time of installation of Marathon, when the installation team sometimes creates own users in your company.
Immediate superior	The user’s immediate superior can be stated. That can be used in e.g. approval of expenses reports where the immediate superior automatically is chosen as approver.