Differences

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--- en:cobi.time:start [2025/10/09 15:35] – [Language settings] thuth
+++ en:cobi.time:start [2025/10/20 13:34] (current) – [5. Project Stages – Rights and Assignments] thuth
@@ Line 632: / Line 632: @@
 {{:playground:61._absence_request_2_.jpg?600|}}
-You can now select a reason for absence, half or full day and the date. Furthermore, you can optionally add a comment or an attachment.
+You can now select an absence reason, choose between half-day or full-day, and set the desired date.
+Additionally, you can add a comment or an attachment.
+It is also possible to select multiple consecutive days.
+When selecting more than two days, please click both the start and end date.
+By clicking the “Request Absence” button, the request is forwarded to the supervisor for approval.
-When you click on the **"Request absence"** button, this is forwarded to the line manager for approval.
 {{:playground:62._log_out.jpg?200|}}
@@ Line 651: / Line 656: @@
 These are primarily used to start the daily time recording. Clicking on the " Coming" button starts the time recording for the day. There can be also the "Business trip" button, which is displayed to the right of the "Coming" button. It has the same function; the time is started accordingly. There are two options for displaying the "Business trip" button. This can be displayed in general or only if there is an authorised business trip for the day.
-**Bild**
+{{:en:cobi.time:business_trip.png?400|}}
 **Note:** The business trip function is not a general function; it is activated by the administrator in the settings if it is relevant for the employees.
@@ Line 680: / Line 685: @@
 {{:playground:68._in_break.jpg?300|}}
 **Button „+ Activity“**
+After starting the working time, you can use the “+Activity” button to book time to projects, service calls, financial projects, or cost centers during the active working session.
+After clicking the button, the following selection menu appears:
 {{:playground:69.1_activity_button.jpg?150|}}
-{{:playground:69._choose_projects.jpg?400|}}
+{{:en:cobi.time:choose_activity.png?400|}}
 Once the working time has been started, you can use the "+Activity" button to book time on projects, service calls and financial projects within the working time. After clicking on the button, the following selection menu opens:
@@ Line 761: / Line 768: @@
 {{:5._time_correction.jpg?nolink&400|}}
-**1. Absence Request**
+**Absence Request**
 You also have the option of initiating an absence request in the info window by clicking on the plus next to "Absence request".
-{{:playground:76._absence_request.jpg?200|}}
+{{:en:cobi.time:absence_request.png?500|}}
 The same mask appears as from the "Leave request" icon in the menu bar.
-**2. Time Report**
+**Time Report**
 You can retrieve your own time report using the symbol to the right of the balance.
@@ Line 783: / Line 790: @@
 ==== 3. Attendance List ====
+{{:en:cobi.time:employees.png?200|}}
+In the upper-right corner, present and absent employees are displayed.
 By clicking on the "Show all" button, you get an overview of all employees or team colleagues, depending on how the administrator has assigned the viewing rights. The attendance list function is the same as the icon in the menu bar under point 1.
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   * Title: Project name (from SAP Business One).
   * Business Partner Name/Code: Reference to the associated BP.
-  * Status: Project status (e.g., *Started*).
+  * Status: Project status (e.g., Started).
   * Edit (Pencil): Opens the detailed editing view.
@@ Line 1078: / Line 1089: @@
   - Assign Activity Types: Use the toggles to activate the applicable activity types for this stage.
   - Activate/Deactivate Stage: Use the red toggle at the top right of each tile to enable or disable the stage.
-  - Save: Click *SAVE* to store all changes.
+  - Save: Click SAVE to store all changes.
 === Notes ===
@@ Line 1086: / Line 1097: @@
   * Multiple activity types can be activated simultaneously.
+----
+==== 6. Reporting – Working Time ====
+{{:en:cobi.time:worktime_report_button.png?200|}}
+**Target group:** Team Leaders, HR/PMO, Controlling \\
+**Purpose:** Overview of employees’ working times, project times, breaks, and target hours. \\
+This module provides various evaluations of working times, which can be displayed as daily, weekly, monthly, or yearly reports.
+{{:de:arbeitszeitbericht_tagesansicht.png?1000|Arbeitszeitbericht – Tagesbericht}}
+=== Report Types ===
+^ Report Type ^ Description ^
+| **Daily Report** | Displays working times for a specific date. |
+| **Weekly Report** | Aggregated view of working times per employee within a calendar week. |
+| **Monthly Report** | Overview of working times within a selected month. |
+| **Yearly Report** | Summarized evaluation for an entire year. |
+=== Filters & Options ===
+^ Field ^ Description ^
+| **Teams** | Filter by teams or groups. |
+| **Employees** | Selection of one or multiple employees. |
+| **Period (From / To)** | Restricts the display to a specific date or time range. |
+| **Select Columns** | Customize which columns are visible in the report. |
+| **Refresh** | Executes the query with the selected parameters. |
+=== Column Overview (Daily Report) ===
+^ Column ^ Explanation ^
+| **Username** | Name of the employee. |
+| **Date** | Selected report date. |
+| **Working Time** | Total recorded working time. |
+| **Project Time** | Time booked on projects. |
+| **Actual Time** | Actually recorded time (including deviations). |
+| **Break Time** | Total break time of the employee. |
+| **Target Time** | Expected working time according to the employee’s time model. |
+| **Difference** | Deviation between target and actual time (red = minus, green = plus). |
+| **Balance** | Cumulative time balance of the employee. |
+| **Balance Correction** | Manually applied corrections to the time balance. |
+=== Notes ===
+  * Differences are color-coded (red = underperformance, green = overperformance, grey = balanced).
+  * Additional information can be shown or hidden via **Select Columns**.
+  * Results can be exported (e.g., as CSV/Excel file, if configured).