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.

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.

• • Precision for entering hours,
  • overtime budget

• 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.

PROJEKTNE EKIPE

pregled projektov, na katerih sodeluje oseba, njena vloga na projektu in skupina projektov. Če ima oseba določene tudi projektne pravice, so te izpisane pod tabelo:

Enak pregled je tudi v zavihku PREGLEDI / ČLANSTVO NA PROJEKTIH.

• Zunanjemu sodelavcu določimo še delovno mesto, delovne skupine, urne postavke, splošne nastavitve in na koncu dodelimo uporabniške pravice. Postopek je enak kot pri sodelavcih.
  

Pozor: Da bo začetek uporabe 4PM hiter in enostaven, pripravite seznam oseb v Excelovi tabeli, ki ga uvozimo v 4PM.