Differences

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

--- en:cobi.time:manual:manager [2026/07/29 13:25] – [2. Absence Overview] 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 842: / 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 861: / 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|}}