Job costing management allows you to automatically break down totals of all employees in order to count the time spent on each activity and to analyse it in detail. This management mode allows you to link the different employees, sections, absence types and working windows to activities in order to carry out an automatic or manual calculation of activity totals.

From the Time & Activities module, you can easily create a new task and assign it to the profiles that will have authorisation to use it. In this way, an Administrator - Time and activities can manage the use of a new activity without requiring access rights to the User Rights module.

Add a task

1.From the Time & Activities > Set up > Activities > Task(s) menu, click on or right-click on the list of activities and select Add.

2.Enter a Description, an Abbreviation and if necessary a Detailed description for this activity.

3.Enter an analytical section Code for this activity.

4.Select a distinctive Icon by clicking on the grey square. Refresh if necessary.

5.Indicate (optional) the dates between which the activity may be used on the terminals and for the employee users. This function is used to hide the activities that are no longer used.

6.Link this task to the elements that it controls by clicking on to the right of the box.

7.If necessary, add the Hourly rates for the activity as well as the application date (set up previously in Setup > Customisation > Activities > Cost calculation mode).

a.To do so, click on .

b.Click on to add a new rate or on to modify (overwrite) the current rate.

c.Choose the new Date and Hourly rate.

d.Confirm the entry. Using this procedure, it is possible to have a history of all hourly rate changes for each entity. The current rate value which is displayed automatically on the screen corresponds to the setup you carried out earlier.

8.Choose the Rights profile which will be authorised to use it.

•The Employee - Self-Service profile: Virtual clocking terminal corresponds to profiles that are allowed to clock activities in Expert mode.

•The Employee - Self-Service profile: Activity declaration profile corresponds to the profiles who are entitled to make activity declarations.

•The Employee - Mobile Self-Service profile corresponds to the profiles who are entitled to clock activities via a smartphone.

•The Employee - Terminal profile corresponds to the profiles who are entitled to clock activities on the terminals.

•The Manager - Self-Service profile corresponds to profiles that are allowed to assign activities in the Intranet.

•The Manager - Mobile Self-Service profile corresponds to profiles that are entitled to assign activities via a smartphone.

•The Administrator - Time and activities profile corresponds to profiles that are entitled to assign activities.

•The Manager - Planning profile corresponds to profiles that are entitled to assign tasks from the Planning module.

9.Follow these instructions to link this file to an entity.

10.Click on Save to validate the entry.

Delete an activity

To delete an activity, you must select it in the list and click on or right-click and select Delete. In order to take an activity off a profile, you must select it from the dropdown menu and uncheck the concerned profile. Click on Save to confirm.

Barcode printing

If you want to, you can click on Print barcodes to print out the barcodes for different activities:

•        in PDF format, by choosing the reader configuration (barcode scanner, etc.)

•        with the Evolis printer by choosing a badge template.

When you want to print out the barcodes for several activities, simply switch them to the selected elements. The report will show the barcodes for the activity, its description and its abbreviation.

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See also:

Assignment of activities to terminals

Create cost centres

Define client(s)

Analyse the activity results