From the Time & Activities > Administrate > Manage > Activities menu, you can view, modify, delete or add activities for the employees in the Kelio system.

With the activity planning, you can see at a glance the different activities assigned to the employee over a full year.

The annual activity schedule also enables you to organise employees' past, present or future activities. It is pre-filled with the default activity associated with the employee. You can modify the duration of the activity allocation calculated in the past or plan the assignment of different activities.

The activity allows you to qualify the worked time for each day. The absence type setup allows you to include or exclude the absence totals during this time.

 

This screen enables you to enter activities and/or cost centres and to delete and/or modify the elements planned for one or more days.

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The activities may also be represented by colours and the cost centres by a symbol.

This modification is possible from the Customisation module.

 

tog_minusAssigning an activity/a cost centre

To plan an activity time in the future or to assign a time completed in the past, you have two possibilities:

•Click on the icn_paintbrush button, select the task/cost centre, then click on the day or period (by clicking and dragging) for which the activity will be created:

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By holding down the CTRL key, it is possible to select both an activity and a cost centre via the palette. This pair can then be repeatedly assigned in the calendar as long as the same screen session remains open.

OR

•Right-click on the day required and select Create.

In both cases, a window opens and enables you to configure the task and/or cost centre.

1.Click on icn_plus to assign a new task.

2.Select the task to be declared from the dropdown menu This list contains only the tasks that can be planned AND authorised for the administrator.

3.If necessary do the same with the cost centre. This list contains only the cost centres that can be planned AND authorised for the administrator.

4.Select the entry mode of the activity and, if required, the duration and quantity.

5.You may add a comment.

6.Confirm.

The Working hours to be declared are defined by the system and correspond to the time taken into account to calculate the activities, i.e. the actual time for the day to which is added the absence time taken into account for the activity.

The Registered activity total gives the total activity time for the day. This total is indicated in red if it is greater than the activity reference and an anomaly is then generated.
tog_minusModifying a task/a cost centre

It is possible to modify a task and/or a cost centre which was created previously via the annual schedule.

To do so:

1.Right-click on the day to be modified.

2.Modify

3.A window opens and you may then make your changes.
tog_minusDeleting a task/a cost centre

It is possible to modify a task and/or a cost centre which was created previously via the annual schedule.

You have two possibilities:

•Right-click on the line that corresponds to the task/cost centre to be deleted, then select Delete.

OR

•Right-click on the line that corresponds to the task/cost centre to be deleted, then select Modify. Click on the line and the icn_dustbin button.
tog_minusGrouped assignment or deletion of a task/cost centre

It is also possible to assign activity durations in the past (completed) or future (planned) to one or more employees simultaneously, for a selected period. To do so, you must:

1.Open the list of employees.

2.Press the Ctrl key on the keyboard and click on the employees to be selected by keeping the Ctrl key pressed or simply check the box in front of each employee.

3.Click on the btn_liste_salarie_add_multi_red05 button which then starts flashing.

4.This opens up the same activity file creation screen.

5.Confirm.