Person/en/

New person entry

Follow these steps to enter new person:

1. select tab: internal, external, contacts
2. click ADD to open a form
3. select an organization from drop-down list
4. fill-in required fields: NAME, FAMILY NAME and E-MAIL
5. fill-in missing fields if available
6. optional - add contact details for other organizations.

Internal Co-worker and External data

ROLE

Enter the number of employee. Number of employee is required to

• enter the travel orders (numbering),
• classification of employees REVIEWS / PRESONNEL WORK and
• integration with other information systems.

Select working position. If a work position has a job descriptions using list of activities, here are displayed activity which a person should performs.

WORKING GROUPS

A person may be a member of various working groups. Working group assist the addition of a large number of employees on projects and assignments.

HOURLY RATE

Hourly rate is set to the individual for a type of project in a specified period. This means that all entries of the work, which are carried out in a given period are calculated using recorded hourly to get personnel costs by projects. A person can have for different types of projects varying hourly fee.

• Hourly fee - set for person (multiple hourly fees can differ between projects, periods)
• Hourly fee - set for person for project (one hourly fee valid for a single project)

An individual can have set a single project hourly rate for a particular project, in this case the individual has a single hourly rate for the entire duration of the project (for example, the average hourly wage).

Complex projects (type: partner, cross-border cooperation, SEE) it is possible to manually change the different hourly rates for an arbitrary level of the reporting period of the project.

SETTINGS

Individual user:

• Limit backward/forward hours entry - application setting:
  • If the setting is ON, then each users should have set work recording limit in days (default value is 7 days backward, 1 day forward).
  • If the setting is OFF, then users can record work without time limits.

• Daily hours limit: maximal number of working hours per user per day

TRAVEL ORDERS

• Default approver of travel orders (possible to choose from a list)
• Default liquidator of travel orders (possible to choose from a list)
• can approve travel orders - confirm travel orders before travel
• can settle travel order - liquidation of travel order statements.

management of other persons work entries

• select users for management of their work entries
• set rights:
  • can see work entries
  • can add new entries and edit them
  • can edit all entries
  • can delete all entries
  • can lock for editing, adding new, deleting.

TEAM MEMBER

• Overview of project that person is a team member, with project role and project group. If a user has set PROJECT GROUP RIGHTS, they are displayed below.
• Same overview can be found in tab OVERIVEWS / TEAM MEMBERS.