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en:cobi.time:manual:manager [2026/07/29 14:52] – [Sickness Rate] thuthen:cobi.time:manual:manager [2026/07/30 11:38] (current) thuth
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   * Absence overview   * Absence overview
  
-The Administration module is not covered in this user manual; please refer to the [[administrator|manual for the administrator]]. + 
 +See also the other manuals: 
 + 
 +  * COBI.time user guide for the [[en:cobi.time/manual/administrator|Administrator]] 
 +  * COBI.time user manual for the [[en:cobi.time/manual/standard|Standard user]] 
 +  * COBI.time user manual for the [[en:cobi.time/manual/terminal|Terminal user]] 
 +  * COBI.time quick guide for the [[en:cobi.time/manual/cobi.time_web_quick_guide|Web‑Client]]
  
 ---- ----
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 ---- ----
-==== Absence Report ====+===== 3.1 Absence Report =====
  
 {{:en:cobi.time:manual:absence_report.png?1100|}} {{:en:cobi.time:manual:absence_report.png?1100|}}
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 ---- ----
-==== Time report ====+===== 3.2 Time report =====
  
 {{:playground:106._time_report.jpg?200|}} {{:playground:106._time_report.jpg?200|}}
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 ---- ----
  
-==== Statistics ====+===== 3.3 Statistics =====
  
 {{:en:cobi.time:manual:statistics_button.png?200|}} {{:en:cobi.time:manual:statistics_button.png?200|}}
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 ---- ----
-==== Performance Reports ====+===== 3.4 Performance Reports =====
  
 {{:en:cobi.time:manual:performance_report_button.png?200|}} {{:en:cobi.time:manual:performance_report_button.png?200|}}
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 ---- ----
-==== 6. Presence List ====+ 
 +===== 5. Incident Report ===== 
 + 
 +{{:en:cobi.time:manual:incident_report_button.png?200|}} 
 + 
 +The Incident Report module automatically identifies violations and irregularities related to recorded working times and attendance data. \\ 
 +Based on previously defined incident criteria, COBI.time analyzes employee bookings and generates a list of detected violations. 
 + 
 +IMPORTANT: \\ 
 +Before using the Incident Report, the corresponding rules must first be configured in the **Incident Criteria** module. 
 + 
 +{{:en:cobi.time:manual:incident_criteria.png?1000|}} 
 + 
 +---- 
 + 
 +==== Prerequisites ==== 
 + 
 +Incident criteria must be configured before incidents can be detected. 
 + 
 +Configuration is performed in: 
 + 
 +**Incidents → Incident Criteria** 
 + 
 +Within this module, thresholds, tolerances, and rule definitions can be maintained for different incident types. 
 + 
 +Examples: 
 + 
 +  * Booking Time Window 
 +  * Minimum Break Requirement 
 +  * Day Off 
 +  * Full-Day Absence 
 +  * Maximum Working Time 
 +  * Balance 
 + 
 +Only configured criteria can be evaluated by the Incident Report. 
 + 
 +---- 
 + 
 +==== Filter Options ==== 
 + 
 +Various filters are available to control the analysis. 
 + 
 +**Period** \\ 
 +Defines the reporting period. 
 + 
 +Examples: 
 + 
 +  * Month 
 +  * Year 
 + 
 +**Month** \\ 
 +Specifies the month to be analyzed. 
 + 
 +**Employee Mode** \\ 
 +Defines which employees should be included. 
 + 
 +Examples: 
 + 
 +  * All Employees 
 +  * Selected Employees 
 + 
 +**Status** \\ 
 +Filters incidents according to their current status. 
 + 
 +Examples: 
 + 
 +  * All 
 +  * Active 
 +  * Ignored 
 + 
 +**Employee** \\ 
 +Restricts the report to specific employees. 
 + 
 +---- 
 + 
 +==== Violation Parameters ==== 
 + 
 +The available incident criteria are displayed on the left-hand side. 
 + 
 +Using the checkboxes, users can define which criteria should be included in the analysis. 
 + 
 +Available criteria may include: 
 + 
 +  * Booking Time Window 
 +  * Minimum Break Requirement 
 +  * Day Off 
 +  * Full-Day Absence 
 +  * Maximum Working Time 
 +  * Balance 
 + 
 +**Select All** \\ 
 +Enables all available criteria for the analysis. 
 + 
 +**Search** \\ 
 +Starts the evaluation using the selected criteria. 
 + 
 +---- 
 + 
 +==== Result Overview ==== 
 + 
 +After the analysis has been completed, COBI.time displays all detected incidents. 
 + 
 +{{:en:cobi.time:manual:incident_report.png?1000|}} 
 + 
 +The following information is shown: 
 + 
 +**Employee** \\ 
 +Affected employee. 
 + 
 +**Incident Date** \\ 
 +Date on which the violation occurred. 
 + 
 +**Actual** \\ 
 +Actual recorded value. 
 + 
 +**Expected** \\ 
 +Expected value according to the configured rule. 
 + 
 +**Status** \\ 
 +Current processing status. 
 + 
 +Examples: 
 + 
 +  * Active 
 +  * Ignored 
 + 
 +---- 
 + 
 +==== Ignoring Incidents ==== 
 + 
 +Not every detected incident necessarily represents a real problem. \\ 
 +By selecting Ignore, an incident can be marked as reviewed. \\ 
 +Ignored incidents remain stored in the system but are no longer treated as active violations. 
 + 
 +---- 
 + 
 +==== Export Function ==== 
 + 
 +The generated incidents can be exported using the export functionality. \\ 
 +Available export formats include: 
 + 
 +  * PDF 
 +  * Additional formats depending on system configuration 
 + 
 +The export includes: 
 + 
 +  * The current report 
 +  * The current tab 
 +  * The active filter settings 
 + 
 +---- 
 + 
 +==== Use Cases ==== 
 + 
 +The Incident Report can be used for: 
 + 
 +  * Monitoring minimum break requirements 
 +  * Identifying working time violations 
 +  * Detecting unusual booking behavior 
 +  * Reviewing balance deviations 
 +  * Preparing internal audits 
 +  * Supporting managers and HR departments 
 + 
 +All incidents are generated automatically based on the predefined Incident Criteria. 
 +==== Notifications ==== 
 + 
 +The Notifications module provides a centralized overview of all relevant events and activities within COBI.time. 
 + 
 +For managers and team leaders, this module serves as the primary entry point for employee-related requests and workflow notifications. 
 + 
 +Only notifications related to employees for whom the current user is assigned as manager, supervisor, team leader, or approver are displayed. 
 + 
 +---- 
 + 
 +===== 5. Dashboard Notifications ===== 
 + 
 +A compact overview of the latest notifications is displayed directly on the dashboard. 
 + 
 +{{:en:cobi.time:manual:notifications.png?600|}} 
 + 
 +Click Show All to open the complete notification center. 
 + 
 +Typical notifications include: 
 + 
 +  * New absence requests 
 +  * New time correction requests 
 +  * Approved requests 
 +  * Declined requests 
 +  * Other workflow-related notifications 
 + 
 +---- 
 + 
 +==== Notification Center ==== 
 + 
 +{{:en:cobi.time:manual:notifications_dashboard.png?600|}} 
 + 
 +The notification center displays all notifications in chronological order. 
 + 
 +Each entry contains information such as: 
 + 
 +  * Date and time 
 +  * Sender 
 +  * Employee 
 +  * Notification type 
 +  * Current status 
 + 
 +Possible status values include: 
 + 
 +  * Open 
 +  * Approved 
 +  * Declined 
 + 
 +New notifications are highlighted using a green status indicator. 
 + 
 +---- 
 + 
 +==== Opening a Notification ==== 
 + 
 +Notifications can be expanded using the arrow icon on the right side of the entry. 
 + 
 +{{:en:cobi.time:manual:notifications_details.png?600|}} 
 + 
 +Expanded entries provide additional information: 
 + 
 +  * Full notification text 
 +  * Requesting employee 
 +  * Date and time 
 +  * Employee comment 
 +  * Link to the related process 
 + 
 +Depending on the notification type, users can directly navigate to the corresponding module. 
 + 
 +Examples: 
 + 
 +  * Open Time Correction Request 
 +  * Open Absence Request 
 +  * Open Approval Process 
 + 
 +---- 
 + 
 +==== Processing Requests Directly ==== 
 + 
 +Pending requests can be opened directly from a notification. 
 + 
 +For example, a manager can open an absence request directly from the notification and then: 
 + 
 +  * Approve it 
 +  * Decline it 
 +  * Review it in detail 
 + 
 +This eliminates the need to manually navigate to the Approvals module in many situations. 
 + 
 +---- 
 + 
 +==== Managing Notifications ==== 
 + 
 +Several management functions are available. 
 + 
 +**Mark as Read** \\ 
 +Marks selected notifications as read. 
 + 
 +**Archive** \\ 
 +Moves selected notifications to the archive. 
 + 
 +**Show Archived** \\ 
 +Displays previously archived notifications. 
 + 
 +Archived notifications remain available and can be viewed again at any time. 
 + 
 +---- 
 + 
 +==== Use Cases ==== 
 + 
 +The Notifications module is especially useful for: 
 + 
 +  * Processing vacation requests 
 +  * Processing time correction requests 
 +  * Monitoring pending approvals 
 +  * Tracking employee activities 
 +  * Providing a centralized information hub for managers and team leaders 
 + 
 +The module serves as the central communication and workflow notification center within COBI.time. 
 + 
 +---- 
 + 
 +===== 6. Presence List =====
  
 {{:playground:86._presence_list.jpg?200|}} {{:playground:86._presence_list.jpg?200|}}
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 By clicking on a single day, you get an overview of the time recording per day. By clicking on a single day, you get an overview of the time recording per day.
- 
  
 {{:playground:90._history_single_day.jpg?500|}} {{:playground:90._history_single_day.jpg?500|}}
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 The booked times including the break are visible for the individual days. If projects have been booked, you can see these by moving the mouse pointer over the project symbol. The red arrows to the left and right of the name can be used to scroll forwards and backwards by month. This information can be imported into Excel via the "Export" button and processed accordingly. The booked times including the break are visible for the individual days. If projects have been booked, you can see these by moving the mouse pointer over the project symbol. The red arrows to the left and right of the name can be used to scroll forwards and backwards by month. This information can be imported into Excel via the "Export" button and processed accordingly.
  
-==== 2. Absence Overview ====+==== Absence Overview ====
  
 {{:playground:95._absence_overview.jpg?200|}} {{:playground:95._absence_overview.jpg?200|}}
en/cobi.time/manual/manager.1785329560.txt.gz · Last modified: by thuth

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