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Version: 5.6

Real-time bookings

Overview

On the page "Real-time bookings" you can get a concrete insight into the current bookings of your time bookings of your employees or yourself. You can see every minute whether employees have logged in or out and can and can take corrective action if necessary.

The following options are available.

  • Start time recording for an employee: You can use the "Start time recording" button to subsequently start time recording for an employee at a later date. This requires project management authorisation is required. To start your own time recording, you only need the authorisation employee.
  • Start time recording for an employee with time: If an employee has forgotten to start time recording, you can you can subsequently start time recording for him/her. This requires a project management authorisation is required. To start your own time recording with a subsequent start time, you must have the authorisation "Employee in a position of trust" authorisation is required.
    For the start with time, select the employee and then right-click. then right-click. A corresponding menu will then open which can be used to start/stop the time recording.

  • Stop time recording: The time recording can be stopped via the "Stop time recording" button. Alternatively, time recording can also be stopped by right-clicking in the pop-up menu.
    Important: In order to start time tracking on a new project, it is not necessary to stop time tracking beforehand. beforehand. Rather, time tracking can be started directly on a new project without stopping. without stopping. Time tracking should only be stopped when work is finished or when a break begins. when you start a break.

  • Cancel time tracking: If time recording is not stopped regularly, but continues to run in the background for days, it may be necessary to stop it. If time recording is not stopped regularly but continues to run in the background for days, it may be necessary to cancel the running time recording. Saving is then no longer possible because the maximum length of a time recording is limited to 24 hours. In this In this case, "Cancel time recording" must be selected via the pop-up menu. After a confirmation prompt the running time recording is cancelled and any missing entries must be posted manually.

Status values of the real-time bookings

The following status values can be displayed for employees:

Colour valueMeaning
GreenIs working.
TurquoiseIs working remotely.
BlueIs on break.
BlackHas finished work.
GreyHas no work today.
YellowHas booked a planned absence (e.g. holiday).
RedAbsent without excuse.
WhiteHas not yet been initialised.

View current daily bookings

By double-clicking on an employee, a new page is opened in which the time bookings of the employee in the current day are displayed. the employee's time bookings for the current day are visible.

Note on navigation If a change of employee takes place on the left-hand side of the real-time bookings, then the daily bookings on the right-hand side are also updated. This way the view always remains consistent.

The Time entries can now also be edited. The following options are available.

  • Create a new time entry: A new time entry can be created manually via the "New" button. For this, the authorisation "Employee in position of trust" for own times or "Project management" for the correction of team members is required. correction of team members.

  • Editing a time entry: An existing time entry can be viewed or edited via the "Edit" button. or edited. Staff members with the authorisation "Staff member" can only edit the project assignment and enter a comment on the entry. enter a comment on the entry. Only employees with the authorisation "employee in a position of trust" can fully edit the time entry.

  • Deleting a time entry: Selected time entries can be deleted via the "Delete" button. For this purpose at least the authorisation "employee in position of trust" is required.

Editing time entries

If the creation or editing of a time entry has been selected in the current day bookings, a new worksheet for editing opens on the right-hand side. a new worksheet opens on the right-hand side for editing the entry.

Use the "Save" or "Apply" button to save the data.