Difference between revisions of "Person/en/"

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# optional - add contact details for other organizations.
 
# optional - add contact details for other organizations.
  
== Internal Co-worker and External data ==
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= Internal Co-worker and External data =
=== ROLE ===
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==ROLE==
  
 
[[File:Work_position.JPG|600px|thumb]]
 
[[File:Work_position.JPG|600px|thumb]]
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If a work position has a job descriptions using list of activities, here are displayed activity which a person should performs.
 
If a work position has a job descriptions using list of activities, here are displayed activity which a person should performs.
  
===WORKING GROUPS===
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==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.
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[[File:Work_group.JPG|450px|thumb]]
  
[[Image:2.1.1.delovnesskupine.jpg|600px|]]<br>
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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==
 +
[[File:HourlyFeePerson.JPG|600 px|thumb]]
 +
[[File:HourlyFeePersonProject.JPG |650 px|thumb]]
  
===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 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 (multiple hourly fees can differ between projects, periods)'''
 
[[File:HourlyFeePerson.JPG|650 px]]
 
 
 
* '''Hourly fee - set for person for project (one hourly fee valid for a single project)'''
 
* '''Hourly fee - set for person for project (one hourly fee valid for a single project)'''
 
[[File:HourlyFeePersonProject.JPG |650 px]]
 
  
 
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).
 
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).
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===SETTINGS ===
 
===SETTINGS ===
 
Individual user:
 
Individual user:
 +
[[File:SETTING_PERSON.JPG|400px|thumb]]
  
 
*Limit backward/forward hours entry - application setting:
 
*Limit backward/forward hours entry - application setting:
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*Daily hours limit: maximal number of working hours per user per day
 
*Daily hours limit: maximal number of working hours per user per day
  
*TRAVEL ORDERS
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====TRAVEL ORDERS====
** Default approver of travel orders (possible to choose from a list)
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* Default approver of travel orders (possible to choose from a list)
** Default liquidator of travel orders (possible to choose from a list)
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* Default liquidator of travel orders (possible to choose from a list)
** can approve travel orders - confirm travel orders before travel
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* can approve travel orders - confirm travel orders before travel
** can settle travel order - liquidation of travel order statements.
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* can settle travel order - liquidation of travel order statements.
  
 
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====Precision for entering hours====
**Precision for entering hours,
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====overtime budget====
**overtime budget
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====management of other persons work entries====
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* select users for management of their work entries  
* management of other persons work entries:
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* set rights:  
** select users for management of their work entries  
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**[[Image:2.1.2.2 Nastavitve oko2.jpg]] can see work entries
** set rights:  
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**[[Image:2.1.2.2 Nastavitve plus.jpg]] can add new entries and edit them
***[[Image:2.1.2.2 Nastavitve oko2.jpg]] can see work entries
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**[[Image:2.1.2.2 Nastavitve svincnik.jpg]]can edit all entries
***[[Image:2.1.2.2 Nastavitve plus.jpg]] can add new entries and edit them
+
**[[Image:2.1.2.2 Nastavitve radirka.jpg]] can delete all entries  
***[[Image:2.1.2.2 Nastavitve svincnik.jpg]]can edit all entries
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**[[Image:2.1.2.2 Nastavitve kljucavnica.jpg]]can lock for editing, adding new, deleting.
***[[Image:2.1.2.2 Nastavitve radirka.jpg]] can delete all entries  
 
***[[Image:2.1.2.2 Nastavitve kljucavnica.jpg]]can lock for editing, adding new, deleting.
 
 
 
 
[[Image:2.1.2.2 Nastavitve1.jpg|400px|2.1.2.2 Nastavitve1.jpg]]<br>
 
  
 
=== TEAM MEMBER  ===
 
=== TEAM MEMBER  ===
 +
[[Image:2.1.1.clanstvoProjektnihEkip.jpg|500px|thumb]]
 +
* 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'''.
  
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.
+
[[Image:2.1.1.clanstvoProjektnihEkipPregledi.jpg|500px|thumb]]
 
 
[[Image:2.1.1.clanstvoProjektnihEkip.jpg|600px|2.1.1.clanstvoProjektnihEkip.jpg]]
 
 
 
<br> Same overview can be found in tab '''OVERIVEWS / TEAM MEMBERS'''.
 
 
 
[[Image:2.1.1.clanstvoProjektnihEkipPregledi.jpg]]
 

Latest revision as of 10:42, 12 February 2016

New person entry

2.1.2.1 VnosOseb1.jpg

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

Work position.JPG

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

Work group.JPG

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

HourlyFeePerson.JPG
HourlyFeePersonProject.JPG

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:

SETTING PERSON.JPG
  • 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.

Precision for entering hours

overtime budget

management of other persons work entries

  • select users for management of their work entries
  • set rights:
    • 2.1.2.2 Nastavitve oko2.jpg can see work entries
    • 2.1.2.2 Nastavitve plus.jpg can add new entries and edit them
    • 2.1.2.2 Nastavitve svincnik.jpgcan edit all entries
    • 2.1.2.2 Nastavitve radirka.jpg can delete all entries
    • 2.1.2.2 Nastavitve kljucavnica.jpgcan lock for editing, adding new, deleting.

TEAM MEMBER

2.1.1.clanstvoProjektnihEkip.jpg
  • 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.
2.1.1.clanstvoProjektnihEkipPregledi.jpg