Differences

This shows you the differences between two versions of the page.

--- en:cobi.time:manual:manager [2026/07/29 13:22] – [Use Cases] thuth
+++ en:cobi.time:manual:manager [2026/11/04 10:33] (current) – thuth
@@ Line 10: / Line 10: @@
   * Approvals
-    * Open Approvals
+    * Approvals Overview
   * Projects
@@ Line 19: / Line 19: @@
     * Working Time Reports
     * Absence Report
+    * Employee Calendar
     * Time Report
     * Statistics
@@ Line 31: / Line 32: @@
   * 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]]
 ----
@@ Line 39: / Line 46: @@
 {{:en:cobi.time:manual:dashboard_manager_en.png?1100|}}
-===== 1.Open Approvals =====
+===== 1.Approvals Overview =====
-{{:en:cobi.time:manual:open_approvals.png?600|}}
+{{:en:cobi.time:manual:approval_overview.png?1100|}}
 The Open Approvals section allows authorized users to review, approve, and reject absence requests submitted by employees. \\
-The overview displays all available requests, including employee information, team, absence type, requested period, status, and processing information.
+The overview displays all available requests, including employee information, absence type, requested period, status, and processing information.
 ----
@@ Line 54: / Line 61: @@
 **Employee** \\
 Filters requests for a specific employee.
+The value 'ALL' is set as the default.
-**Team** \\
-Filters requests for a specific team.
 **From / Until** \\
@@ Line 454: / Line 459: @@
 ----
-===== 3.2 Time report =====
+=====3.2 Employee Calendar=====
+The Employee Calendar provides a monthly overview of absences, time bookings and balances for all employees within the user's authorized scope. It shows at a glance who is absent on which day and where each employee's time account and vacation currently stand.
+{{:en:cobi.time:manual:employee_calender.png?1200|Employee Calendar}}
+=== Visibility ===
+The Employee Calendar only shows employees the logged-in user is authorized to see based on their user permissions.
+=== Calendar Area ===
+Each column represents one day of the selected month (date and weekday).
+Saturdays and Sundays are shaded grey in the header row.
+The current day is highlighted with a colored border.
+Days with time bookings are highlighted in green.
+Absences are shown as an entry with the respective absence type (e.g. "Sick Leave"). The color matches the color assigned to the absence type in absence management.
+Half-day absences are additionally marked as a half day.
+If not all days fit on the screen, the calendar area can be scrolled horizontally.
+----
+===== 3.3 Time report =====
 {{:playground:106._time_report.jpg?200|}}
@@ Line 490: / Line 518: @@
 ----
-===== 3.3 Statistics =====
+===== 3.4 Statistics =====
 {{:en:cobi.time:manual:statistics_button.png?200|}}
@@ Line 551: / Line 579: @@
 ----
-===== 3.4 Performance Reports =====
+===== 3.5 Performance Reports =====
 {{:en:cobi.time:manual:performance_report_button.png?200|}}
@@ Line 808: / Line 836: @@
 ==== Ignoring Incidents ====
-Not every detected incident necessarily represents a real problem.
+Not every detected incident necessarily represents a real problem. \\
+By selecting Ignore, an incident can be marked as reviewed. \\
-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.
@@ Line 818: / Line 844: @@
 ==== Export Function ====
-The generated incidents can be exported using the export functionality.
+The generated incidents can be exported using the export functionality. \\
 Available export formats include:
@@ Line 845: / Line 870: @@
 All incidents are generated automatically based on the predefined Incident Criteria.
-==== 6. Presence List ====
+==== 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|}}
@@ Line 864: / Line 1010: @@
 By clicking on a single day, you get an overview of the time recording per day.
 {{:playground:90._history_single_day.jpg?500|}}
@@ Line 901: / Line 1046: @@
 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|}}