cobi.time:user_manual
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
cobi.time:user_manual [2021/10/15 11:57] – [Setting weekly Time Model] aguven | cobi.time:user_manual [2022/05/24 17:13] (current) – [Holiday Management] wpertsch | ||
---|---|---|---|
Line 38: | Line 38: | ||
==== Open device configuration ==== | ==== Open device configuration ==== | ||
- | Configure the device either to a Device | + | Configure the device either to a Device or Terminal mode. This is how the first log-in window of COBI.time appears. Thus with your choice of preference, you can configure the device and save it for the future. To do this: |
**Step 1: Main Menu -> Open Device Configuration** | **Step 1: Main Menu -> Open Device Configuration** | ||
Line 68: | Line 68: | ||
===== Start ===== | ===== Start ===== | ||
- | Assume all the processes of installation, and Integration with SAP Business One are completed. As an administrator or authorized employee, you can start COBI.time either from the web browser or double click on the icon from the desktop. Then you will get the following window displayed: | + | Assume all the processes of installation and Integration with SAP Business One are completed. As an administrator or authorized employee you can start COBI.time either from the web browser or double click on the icon from the desktop. Then you will get the following window displayed: |
{{ : | {{ : | ||
Line 112: | Line 112: | ||
\\ | \\ | ||
- | On the bottom of the Profile picture, it shows Status: **In House**. This indicates the status of the attendance (**In House, Out of House or In Home Office**) during the regular working hours. The status can be depending on the activity or task an employee is engaged in. The activity can be a project (out of office), working from home (in Home Office), present in the office or absent. | + | On the bottom of the Profile picture, it shows the Status: **In House**. This indicates the status of the attendance (**In House, Out of House or In Home Office**) during the regular working hours. The status can be depending on the activity or task an employee is engaged in. The activity can be a project (out of office), working from home (in Home Office), present in the office or absent. |
\\\ | \\\ | ||
Line 121: | Line 121: | ||
Mail Notification alerts you by displaying an icon in the notification area. Notification behaves exactly as one would expect, it sends a notification message to your inboxes. | Mail Notification alerts you by displaying an icon in the notification area. Notification behaves exactly as one would expect, it sends a notification message to your inboxes. | ||
- | You want to open the Notification board. | + | You want to open the Notification board. |
Click on the Notification board toolbar {{mail.png? | Click on the Notification board toolbar {{mail.png? | ||
Line 143: | Line 143: | ||
Timekeeping is a great advantage to your administrative processes. It supports your organization or company in keeping track of the working hours performed by your employees. | Timekeeping is a great advantage to your administrative processes. It supports your organization or company in keeping track of the working hours performed by your employees. | ||
- | As an employee, you **check-in** and **check-out** into COBI.time; thereby, your time for the job performed is recorded. To do this: | + | As an employee, you **check-in** and **check-out** into COBI.time; thereby, your time for the job performed is recorded. To do this you must: |
**Log-in into COBI.time** -> **Main Menu** -> **Timekeeping** | **Log-in into COBI.time** -> **Main Menu** -> **Timekeeping** | ||
Line 287: | Line 287: | ||
**Step 1:** You can also edit history by clicking at the plus button as you can see in the picture to the left. | **Step 1:** You can also edit history by clicking at the plus button as you can see in the picture to the left. | ||
- | First, move to the required date on correction using Right and Left arrows. You | + | First, move to the required date on correction using Right and Left arrows. You can also click on the date-line that opens the calendar option to select the required date. Then go to editing. |
{{ : | {{ : | ||
Line 362: | Line 362: | ||
Then Provide the reason and click on Accept or Decline. | Then Provide the reason and click on Accept or Decline. | ||
- | Another procedure for Absence Request goes through the main menu àAbsence | + | Another procedure for Absence Request goes through the main menu Absence |
**Step 1:** Click on the display button {{: | **Step 1:** Click on the display button {{: | ||
Line 375: | Line 375: | ||
\\ | \\ | ||
+ | |||
+ | ==== Time Spent on a Project ==== | ||
+ | |||
+ | In COBI.time, it is possible to track total amount of time spent on a project. Employer will be able to check the employes working time on a specific project stages. | ||
+ | |||
+ | **Step 1:** Please open ** Project** section in the SAP Business One and select a project | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | **Step 2:** Right click and select **Time Sheet Report** .You will see the page below. Select the project stage and click **OK** | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | **Step 3:** Here you can find all project times that have been booked for this project. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
+ | |||
====== Working with Manual Timekeeping and User Administration ====== | ====== Working with Manual Timekeeping and User Administration ====== | ||
Line 400: | Line 423: | ||
**Step 3** | **Step 3** | ||
- | To complete the process, click on **Send** or if you no longer want the data, click | + | To complete the process, click on **Send** or if you no longer want the data, click on **Delete**. |
- | on **Delete**. | + | |
Note: | Note: | ||
You can only book manually when there is no existing time block. You cannot book time while you are working or work is in progress. | You can only book manually when there is no existing time block. You cannot book time while you are working or work is in progress. | ||
Line 473: | Line 496: | ||
- | You can remove the time account at this level by clicking on the {{: | + | You can remove the time account at this level by clicking on the {{: |
**Vacation account** | **Vacation account** | ||
Line 522: | Line 545: | ||
Then the following window displays: | Then the following window displays: | ||
- | {{ :cobi.time:40.png?600 |}} | + | {{ :cobi.time:timenew1.png?1200 |}} |
- | In this section, you can **change the logo** by selecting the **select | + | In this section, you can **change the logo** by selecting the **select |
- | {{ :cobi.time:41x.png?600 |}} | + | You can also manage Absence reasons by selecting the **Manage** button. Once you click on Manage, the window below displays. Then select which reason for absence to be in this context or add a new absence reason by clicking at the plus sign on the top right corner of the screen. Then click on **Save Absence**. |
- | **Reset Logo:** This action will be taken to delete the current logo and revert back the original logo. | + | {{ :cobi.time: |
- | You can also manage Absence reasons by selecting the **Manage** button. Once you click on Manage, the window on the left displays. Then select which reason for absence to be in this context or add a new absence reason by clicking at the plus sign on the top right corner of the screen. Then click on **Save Absence**. | ||
- | {{ :cobi.time:ss5.png?500 |}} | + | **Activation / |
+ | |||
+ | COBI.time offers activate/ | ||
+ | |||
+ | * Show absence requests in the presence list | ||
+ | |||
+ | * Activate booking on projects from project management | ||
+ | |||
+ | * Activate authorization system for projects from project management | ||
+ | |||
+ | * Activate booking on service calls | ||
- | Another option available here is to recalculate time accounts. You do this by clicking on the start Recalculation button. However, it requires an admin password to proceed. Give the correct admin password and click on confirm. Then it will recalculate time accounts automatically. | + | * Activate authorization system for service call |
- | {{ : | + | * Activate posting to financial projects |
==== Time models ==== | ==== Time models ==== | ||
- | In the application, | + | In the application, |
You can open the** Time Models window** from the main menu. To do this, | You can open the** Time Models window** from the main menu. To do this, | ||
Line 550: | Line 582: | ||
==== Setting Daily Time Model: ==== | ==== Setting Daily Time Model: ==== | ||
- | For a particular working day, you can **add**, **edit**, or **delete** a Daily model name and the necessary information. | + | For a particular working day, you can **add**, **edit** or **delete** a Daily model name and the necessary information. |
== Add New Daily Model == | == Add New Daily Model == | ||
Line 566: | Line 598: | ||
**Step 3**: Click on Add Daily model button | **Step 3**: Click on Add Daily model button | ||
- | **Note**: If no action is required and want to cancel it, click outside the **Time models** window | + | **Note**: If no action is required and you want to cancel it, click outside the **Time models** window |
== Edit Daily Model == | == Edit Daily Model == | ||
Line 576: | Line 608: | ||
{{ : | {{ : | ||
- | **Step 2**: Take an action to make the necessary changes i.e., editing the data that requires any Change | + | **Step 2**: Take an action to make the necessary changes i.e. editing the data that requires any Change |
{{ : | {{ : | ||
Line 591: | Line 623: | ||
**Step 2**: Read the message carefully. If the decision is correct, click on **OK** to delete the record. | **Step 2**: Read the message carefully. If the decision is correct, click on **OK** to delete the record. | ||
- | If you are unsure about that, click on **Cancel**. | + | If you are unsure about that click on **Cancel**. |
{{ : | {{ : | ||
Line 597: | Line 629: | ||
==== Setting Weekly Time Model ==== | ==== Setting Weekly Time Model ==== | ||
- | Similar to the daily time model setting, you can also add, edit or delete the weekly time model. The weekly time gets calculated automatically. This depends on every workday you selected in the daily models. However, when editing is required, do this: | + | Similar to the daily time model setting, you can also add, edit or delete the weekly time model. The weekly time gets calculated automatically. This depends on every workday you selected in the daily models. However, when editing is required |
== Add New Weekly model == | == Add New Weekly model == | ||
Line 632: | Line 664: | ||
== Automatic Weekly Model == | == Automatic Weekly Model == | ||
- | Automatic Weekly Model is mostly beneficial for companies that have trainees. Some days in the week they go to school and their school days are booked in COBI.time automatically. It’s possible to select the recurrence. | + | Automatic Weekly Model is mostly beneficial for companies that have trainees. Some days in the week they go to school and their school days are booked in COBI.time automatically. It is also possible to select the recurrence. |
**Step 1:** Main Menu → Administration → Time models → Add Automatic Weekly Model | **Step 1:** Main Menu → Administration → Time models → Add Automatic Weekly Model | ||
Line 711: | Line 743: | ||
Click **ok** to confirm the deletion process. If no action is required, click on **Cancel.** | Click **ok** to confirm the deletion process. If no action is required, click on **Cancel.** | ||
- | {{ :cobi.time:65.png? | + | {{ :cobi.time:2022-05-24_16_51_47-cobitime.png?400 |}} |
You can also the import Holidays using Import Holidays button {{ : | You can also the import Holidays using Import Holidays button {{ : | ||
Line 727: | Line 759: | ||
\\ | \\ | ||
- | However, assuming that a new employee started in the middle of the year (in the month of June), | + | Assuming |
\\\ | \\\ | ||
Line 760: | Line 793: | ||
- | Mirror | + | In this area it is also possible to give permissions to other users at the same time. For example, several |
\\ | \\ | ||
Line 771: | Line 805: | ||
==== Service Calls Permissions and Assignments ==== | ==== Service Calls Permissions and Assignments ==== | ||
- | In this section, you can display | + | In this section, you can display and work with the service calls permissions and assignments related to each user. The process displays information about the business partner, service calls and activities. To do this: |
**Step 1**: Main Menu -> Administration -> Service Calls Permissions and Assignments ->select user | **Step 1**: Main Menu -> Administration -> Service Calls Permissions and Assignments ->select user | ||
Line 796: | Line 830: | ||
{{ : | {{ : | ||
- | **Step 2**: Select the relevant search options for the display. Type a user name or department name in the search field to find the required list. You can select the option **All** to display all available lists or select a specific department from the drop-down list to display what belongs to that particular department. If you want to see only those employees who are present, tick on the **checkbox** that stands for** Show only present Employees**. | + | **Step 2**: Select the relevant search options for the display. Type a user or department name in the search field to find the required list. You can select the option **All** to display all available lists or select a specific department from the drop-down list to display what belongs to that particular department. If you want to see only those employees who are present, tick on the **checkbox** that stands for** Show only present Employees**. |
The following displayed screen is in card mode. | The following displayed screen is in card mode. | ||
Line 849: | Line 883: | ||
\\ | \\ | ||
- | Why this function | + | The reason for this function is that you can log into COBI.time from the local network using the 4-digit |
\\\ | \\\ | ||
Line 859: | Line 894: | ||
====== Reporting Procedures ====== | ====== Reporting Procedures ====== | ||
- | The reporting may be available | + | The report can be available |
The procedure is: | The procedure is: | ||
Line 882: | Line 917: | ||
====== Summary ====== | ====== Summary ====== | ||
- | COBI.time is an efficient personnel time recording in SAP Business One for modern medium-sized companies. It is a modern | + | COBI.time is an efficient personnel time recording in SAP Business One for modern medium-sized companies. It is a contemporary |
- | + | ||
- | Working with employee time records is one of the great advantages that COBI.time makes easy for you to control in the administration process. You can see the attendance status and the mail notification alerts | + | |
- | Viewing the history of recorded data as daily time records or monthly time records can be displayed as well. | + | |
- | + | ||
- | Whenever you want to process detailed information on employee | + | |
- | COBI.time enables account administrators to manage | + | Working with employee |
+ | The history of the recorded data in the form of daily or monthly time records can also be displayed. | ||
- | Under the general setting section of COBI.time, inserting a new, changing the existing Logo, or re-setting the default logo is possible. You can also manage the details | + | Whenever you need and want to process detailed information |
- | Recording work time for a particular project related | + | COBI.time allows administrators |
- | Working with service calls permissions | + | |
- | Finally, | + | In the general settings section |
- | Therefore, COBI.time has a strong functionality | + | Working |
+ | Working with the authorisations and assignments for service calls related to each user, with the relevant information about the business partner, service calls and activities, is done in the Authorisations and Assignments for Service Calls section on the User Management tab. | ||
+ | Finally, the status display and change mode of the attendance list as well as the absence request functions of COBI.time are also available. In addition, the functionality of 2-factor authentication is implemented and covered in COBI.time. | ||
+ | COBI.time thus has a strong functionality for reliable and efficient time recording of employees in the administrative processes of a company. | ||
cobi.time/user_manual.1634291863.txt.gz · Last modified: 2021/10/15 11:57 by aguven