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cobi.time:user_manual [2021/12/16 16:46] – [General Setting] aguvencobi.time:user_manual [2022/05/24 17:13] (current) – [Holiday Management] wpertsch
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 ==== Open device configuration ==== ==== Open device configuration ====
  
-Configure the device either to a Device mode 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:+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**
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 ===== 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:
  
 {{ :cobi.time:time.png }} {{ :cobi.time:time.png }}
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-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. 
  
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 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. Do this:+You want to open the Notification board. You should do this:
  
 Click on the Notification board toolbar {{mail.png?40}} on the Right Bottom Corner of the profile picture box. The number **1** indicates the number of messages available in the inbox. Click on the Notification board toolbar {{mail.png?40}} on the Right Bottom Corner of the profile picture box. The number **1** indicates the number of messages available in the inbox.
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 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**
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 **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   can also click on the date-line that opens the calendar option to select the required date. Then go to editing.+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.
  
 {{ :cobi.time:new4.png?500 }} {{ :cobi.time:new4.png?500 }}
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 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 Request. The absence status could be for a number of reasons such as Sick leave, vacation, public holidays, reduced time of work, or other. To do this,+Another procedure for Absence Request goes through the main menu Absence Request. The absence status could be for a number of reasons such as Sick leave, vacation, public holidays, reduced time of work, or other. To do this,
    
 **Step 1:** Click on the display button {{:cobi.time:17.png?20}} on the top left corner of the main window. Then click on **Absence request**. {{:cobi.time:18.png?100}} **Step 1:** Click on the display button {{:cobi.time:17.png?20}} on the top left corner of the main window. Then click on **Absence request**. {{:cobi.time:18.png?100}}
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 **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.
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-You can remove the time account at this level by clicking on the {{:cobi.time:34.png?50|}} button from the **Time model** **screen above**. Then the screen below displays. You can put the relevant data such as closing date to **remove** and **save**. To create a new time account, select the checkbox {{:cobi.time:35.png?200|}}  , include time model per week, type the start value hours, and select validly from the date (year, month, and date) option. Then click on **Save**.+You can remove the time account at this level by clicking on the {{:cobi.time:34.png?50|}} button from the **Time model** **screen above**. Then the screen below displays. You can put the relevant data such as closing date to **remove** and **save**. To create a new time account, select the checkbox {{:cobi.time:35.png?200|}}  , include time model per week, type the start value hours and select validly from the date (year, month, and date) option. Then click on **Save**.
  
 **Vacation account** **Vacation account**
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 {{      :cobi.time:timenew1.png?1200 |}} {{      :cobi.time:timenew1.png?1200 |}}
  
-In this section, you can **change the logo** by selecting the **select data** option . Then you can add a new Logo by uploading it. +In this section, you can **change the logo** by selecting the **select file** option . Then you can add a new Logo by uploading it. 
  
 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**. 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**.
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 ==== Time models ==== ==== Time models ====
  
-In the application, you can set the working time account according to your requirements. For instance, how do you want the daily time model or weekly time model to look like and displayed in? +In the application, you can set the working time account according to your requirements. For instance, how do you want the daily time model or weekly time model to look like and displayed in. 
  
 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, 
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 ==== 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 ==
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 **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 ==
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 {{ :cobi.time:48.png }} {{ :cobi.time:48.png }}
  
-**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
  
 {{ :cobi.time:ss19.png?500 |}} {{ :cobi.time:ss19.png?500 |}}
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 **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**.
  
 {{ :cobi.time:51.png }} {{ :cobi.time:51.png }}
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 ==== 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 you should do this:
  
 == Add New Weekly model == == Add New Weekly model ==
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 == 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
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 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?400  |}}+{{  :cobi.time:2022-05-24_16_51_47-cobitime.png?400 |}}
  
 You can also the import Holidays using Import Holidays button {{ :cobi.time:66.png?100}}. The window on the left displays. Then select from the given list and click on the **Import** button to execute the process. You can also the import Holidays using Import Holidays button {{ :cobi.time:66.png?100}}. The window on the left displays. Then select from the given list and click on the **Import** button to execute the process.
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-However, assuming that a new employee started in the middle of the year (in the month of June), then the holiday days for the year will be normally taken as it is 24 days (normally holidays are based on the contract). The employee will have only 12 which are the remaining holidays for the current year. Then in the following year the employee will get the yearly holidays plus the remaining holidays (only if holiday days expire next year option is ticked).+Assuming a new employee started in the middle of the year (e.g. in the month of June), the holiday days for the year are calculated pro rata. If these are e.g. 24 days (normally the leave is based on the contract), the employee has only 12 days of leave left for the current year. In the following year, the employee then receives the annual leave plus the remaining leave days (only if the option "Leave days expire next year" is ticked). 
  
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-Mirror permissions to other users are also possible in this section. For instance, multiple users can get permission for a project that Robert Leitner has on duty. Click on Mirror Permissions to other users option to become active and select the required users from the drop-down list. Then you have the option to choose the permission which gets mirrored, for example, stage level or activity types, etc. Then **save** the action.+In this area it is also possible to give permissions to other users at the same time. For example, several users can be given permissions for a project that Robert Leitner has in progress. Click on the option Grant permissions to other users and then select the desired users from the drop-down list. You then have the option to select the appropriate permissions, e.g. levels or activity types, etc. Then save** the action. 
  
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 ==== Service Calls Permissions and Assignments ==== ==== Service Calls Permissions and Assignments ====
  
-In this section, you can display on 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:+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
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 {{  :cobi.time:76.png?500  |}} {{  :cobi.time:76.png?500  |}}
  
-**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. 
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-Why this function is applied is that from the local network, you can log in to COBI.Time via the 4-digit Pin feature. However, this is insecure if COBI.time is reachable from the internet. Therefore, implementation of 2-Factor Authentication is required in order to give the login possibility using 4-digit Pin code keeping the access more secured. So you need the 6 digits temporary token plus the 4 digits Pin code to login.+The reason for this function is that you can log into COBI.time from the local network using the 4-digit pin function. However, this is insecure if COBI.time is accessible via the Internet. Therefore, it is necessary to implement 2-factor authentication to enable logging in with a 4-digit pin code and make access more secure. So you need the 6-digit temporary token plus the 4-digit pin code to log in. 
  
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 ====== Reporting Procedures ====== ====== Reporting Procedures ======
  
-The reporting may be available on several stages where a monthly time report is required for a relevant year on selection. Then the report can be exported into an Excel file. You can also view the attendance list as one report for all employees or a particular group as you wish. This has been explained based on their relevance in the previous sections. Here below as an example of a time report. +The report can be available at several stages where a monthly time report is required for a relevant year on selection. The the report can be exported into an Excel file. You can also view the attendance list as one report for all employees or a particular group as you wish. This has been explained based on their relevance in the previous sections. Here below as an example of a time report. 
  
 The procedure is: The procedure is:
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 ====== Summary ====== ====== Summary ======
  
-COBI.time is an efficient personnel time recording in SAP Business One for modern medium-sized companies. It is a modern solution that meets all the requirements of Modern working time recording everywhere and anytime. +COBI.time is an efficient personnel time recording in SAP Business One for modern medium-sized companies. It is a contemporary solution that meets all the requirements of modern working time recording anywhere and at any time.
- +
-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 at a glance once you get the main COBI.time window opened. How do you apply time recording according to work category is also possible in COBI.time. +
-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 time records, you can apply manual timekeeping records flexibly.  +
  
-COBI.time enables account administrators to manage the individual users and configure a number of settings for each user account according to their level of authorizations and responsibilities. For example, importing SAP Users, edit user (user group identification, work on time model, and viewing vacation account), delete a user, Reset Password, Time report, Absence overview are available in this section. +Working with employee time records offers great advantages and simplifies the administration process considerably. You can see attendance status and mail notifications at a glance as soon as you open the main COBI.time window. Applying time recording by work category is also possible in COBI.time. 
 +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 on absence reasons in the general setting window. Working with work time accounts is also applicable. In the application, set up a working time account according to your preferences and business requirements can easily be made. For instance, how the daily time model or weekly time model should exist in the system are created here. +Whenever you need and want to process detailed information on employees' time records, you can use manual time recording flexibly.  
  
-Recording work time for a particular project related to business partners is also done under the project stages permissions and assignment section of the COBI.time. +COBI.time allows administrators to manage individual users and configure a number of settings for each user account according to their authorisations and responsibilities. For example, importing SAP users, editing users (user group identifier, time model and leave account), deleting a user, resetting password, time report, absence overview are available in this area. 
-Working with service calls permissions and assignments related to each user with relevant information about the business partner, service calls, and activities are done on the service calls permissions and assignments section of the user administration tab. +
  
-Finally, the status show and change mode of the attendance list as well as the absence request functions of COBI.time is available. In addition, the functionality of the 2-Factor authentication is implemented and covered in COBI.time.+In the general settings section of COBI.time, it is possible to insert a new logo, change the existing logo or set the default logo again. You can also manage the details of the reasons for absence in the general settings window. Working with working time accounts is also possible. In the application, you can easily set up a working time account according to your wishes and operational requirements. Here, for example, you define how the daily time model or weekly time model should exist in the system. 
  
-Therefore, COBI.time has a strong functionality in providing a reliable and efficient employee time recording control in the administrative processes of an enterprise.+Working time recording for a specific project in relation to business partners is also done within the project phases Authorisations and Assignments in COBI.time. 
 +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.1639669608.txt.gz · Last modified: 2021/12/16 16:46 by aguven
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