Attest av tidsrapporter

Generelt

Attestering av tidsrapporter kan eksempelvis anvendes av avdelingssjefer for å attestere tidsrapportene til medarbeiderne sine. Det er mulig å innstille systemet slik at bare attesterte tidsrapporter oppdateres.

Å komme i gang

Gi først de personer som skal attestere tidsrapporter autorisasjon til dette. Det gjøres i System: Autorisasjon/Prosjektregnskap/Registrering/Attest av tidsrapporter.

Oppgi siden hvis attestantene skal attestere pr. gruppe eller arbeidsgruppe i Grunnregister/PRO/Parametrer, fliken Honorar.

Du kan skille ut enkelte arbeidskoder for å vises i separate kolonner. Kodene defineres i Grunnregister/Pro/Parametrer, fliken Honorar:

Autorisasjon

Oppgi hvilken eller hvilke grupper/arbeidsgrupper brukeren skal være autorisert til å attestere i Grunnregister/Generelt/Brukere. I eksempelet neden er Gruppe valgt i parametrene

Et kryss i feltet Alle betyr at alle medarbeidere, uansett gruppe eller arbeidsgruppe, kan velges.

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:

Not handled days	days that are reported but not approved
Not reported days	days that doesn't fill the time requirements or are marked as ready
Approved days	days that are approved and OK
Not approved days	days that are approved as Not OK
Changed day exists	shows if a day has been changed after its approval

Other functions:

Remind time reporters	An e-mail is sent to time reporters who have Not OK days
Printout	You can print out time reports. A special print template is required, contact Kalin Setterberg for further information.
Reconciliation	An overview of all employees' calendars. This list is the same as in Backoffice: Project accounting/Reconciliation Time.

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:

External projects	Projects with project type E (external), G (group) and J (speculation)
Internal projects	Projects with project type I (internal)
Internal time	Cost category 90 (not project related)
Illness	Cost category 96
Vacation	Cost category 93
Other absence	Cost category 91, 92, 94, 95, 97 and 98
Total	Shows reported hours in total
Calendar	Shows the reporting requirement of the employee
Approval	Shows daysy that are handled, i.e. OK or not OK. The field is labelled with user and time of approval.
Comment	Field for optional approval comment.

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:

Print

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:

Remind approvers	Sends a reminder mail to approvers with not handled days during a period. Select approvers with checking the box on a rpw. All approvers are selected by default.