19.2. Daily Time

Entering Daily Time

The Daily Time window, located in the Hours Management menu, can be used by employees to enter their daily times, individually. In this window a record should be entered for each combination of the following dimensions: Project, department and date. The following fields are available:

• Document No , Description

• Date - this represents the day of the respective daily time;

• Project, Project Phase, Subphase - are used to keep time sheets on projects;

• Trx Organization - the profit centre/department the employee belongs to;

• Calculated Quantity (Hours) - total number of hours entered on the document lines;

• Document Status - indicates the current document status: Drafted, Completed, Voided;

• Document Action button - is used to manage the statuses for the Daily Time document:

  • "Complete" - select to generate document's effects within the system (time records for the employee);

  • "Void" - select to cancel the document's effects within the system;

History section - displays information regarding changes made on the record: Created by, Created On, Updated By, Updated On.

In the Time Line tab, enter the hours for each employee (for the selected project, department and date). A line for each employee should be entered. The following fields are available:

• Employee - the employee for which the hours are entered;

• Activity (optionally) - the activity (Activity Based Costing) the employee has worked on;

  • by default, this will be completed will the Activity from the employee's definition;

• Resource Type, Resource - the hours can be allocated to a resource;

• Product - product used for invoicing;

• Team - the employee's team for the entered hours. The available options can be defined in the Teams window located in the Hours Management -> HRM Setup menu;

• Time Type - select the time type from the list: normal hours, leave hours, overtime, vacation days, sick days, etc;

  • the available options can be defined in the Time Types window. Details in HRM Setup;

• Qty. Spent (hh:mm), Qty. Spent (Minutes) - enter the work time, either in hours or respectively, minutes,corresponding to the selected time type and the employee's daily negotiated rate;

History section - displays information regarding changes made on the record: Created by, Created On, Updated By, Updated On.

Entering Daily Time via Templates

The Daily Time Template window. located in the Hours Management -> HRM Setup menu is used to define the daily time templates for repetitive activities. The following fields are available:

• Name, Description

• Project, Project Phase, Subphase - are used to keep time sheets on projects;

• Trx Organization - the profit centre/department the employee belongs to;

The Time Lines tab is used to enter the daily time and the corresponding Time Types, Employee, Activity, Resource and Quantity, as described above for the daily time window.

The template will be used in the Generate Daily Time Records process.

The process creates daily times using a predefined template, for each day in a specified interval. Before running the process you can specify the following parameters:

• Daily Time Template - template based on which the daily time records will be generated;

• Date (interval) - daily time records will be generated for every day within this interval;

• Project, Department - these parameters in this process will overwrite the values defined on the template when generating daily time records;

• Organization - only the daily times corresponding to this organization will be generated;

• Exclude non working days - if selected all Saturdays, Sundays and all other days defined as non working in the organization's calendar will be excluded.