vsa:how_to_complete_my_timesheet

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vsa:how_to_complete_my_timesheet [17/11/2020 09:25] – [Overtime hours, on-call duties] Clémence CANNEVIEREvsa:how_to_complete_my_timesheet [02/03/2021 16:54] (Version actuelle) – Alexandre PERRE
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 This screen allows you to declare your activity over a whole month. This screen allows you to declare your activity over a whole month.
  
-At the top of the screen, you will find the validation status of your timesheet. You will also find functions for editing the timesheet in order to have them signed bu your customers and a button to load the signed and scanned file for example.+At the top of the screen, you will find the validation status of your timesheet. You will also find functions for editing the timesheet in order to have them signed by your customers and a button to load the signed and scanned file for example.
  
 Then, you find a table wich represents the days in columns and a row by activity carried out in the month. Then, you find a table wich represents the days in columns and a row by activity carried out in the month.
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 {{:vsa:cra_pivot_ajout_ligne_anglais.png?150|}} : <color  #DC143C>Add line</color>\\ {{:vsa:cra_pivot_ajout_ligne_anglais.png?150|}} : <color  #DC143C>Add line</color>\\
  
-For a month that has never been opened ou saved, a line is present with 0 days oh hours indicating that no activity is entered (the name of the item can be configurated).+For a month that has never been opened or saved, a line is present with 0 days or hours indicating that no activity is entered (the name of the item can be configured).
  
-To add a first activity line, all you have to do is click on the Add ann activity line button. You can then indicate the load, in days ou hours, for each day of the month.+To add a first activity line, all you have to do is to click on the Add an activity line button. You can then indicate the load, in days or hours, for each day of the month.
  
 {{:vsa:cra_pivot_duplication_anglais.png?150|}} <color  #DC143C>Replicate the items from the previous month</color> \\ {{:vsa:cra_pivot_duplication_anglais.png?150|}} <color  #DC143C>Replicate the items from the previous month</color> \\
-To have access to this functionality, you must have the active right 'Administration > Scurity Groupes > Activities > Be able to replicate the sections declared for the previous month in the current month.+To have access to this functionality, you must have the active right 'Administration > Security Groups > Activities > Be able to replicate the sections declared for the previous month in the current month.
  
 This function allows you to duplicate the activities of the previous month. Only the titles of internal sections and / or unfinished business are duplicated. The timesheet will not be completed (this action will remain the responsibility of the employee).  This function allows you to duplicate the activities of the previous month. Only the titles of internal sections and / or unfinished business are duplicated. The timesheet will not be completed (this action will remain the responsibility of the employee). 
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 {{ :vsa:cra_pivot_enregistrer_anglais.png?268 |}} {{ :vsa:cra_pivot_enregistrer_anglais.png?268 |}}
-Alloxs to save, in one action, all the modifications made in the timesheet.+Allows to save, in one action, all the modifications made in the timesheet.
  
 ==== Actions on each row ==== ==== Actions on each row ====
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 {{ :vsa:cra_pivot_commentaire_cellule_anglais.png?500 | }} {{ :vsa:cra_pivot_commentaire_cellule_anglais.png?500 | }}
-\\  A comment can be indicated on each cell. Click on the button circled in pind in the screenshot above and enter your comment in the input box. Click outsde thias area to exit. The box where the comment has been filled in is colored in orange. \\+\\  A comment can be indicated on each cell. Click on the button circled in pink in the screenshot above and enter your comment in the input box. Click outside this area to exit. The box where the comment has been filled in is colored in orange. \\
 If several comments are associated with a row, you can find the overall summary in the column "Activities carried out". If several comments are associated with a row, you can find the overall summary in the column "Activities carried out".
  
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 {{:vsa:bouton_astreinte_tickets.png|}} <color  #DC143C>Declare on-call duties/tickets</color> Allows you to declare on-call duties and tickets that can be associated or not to a client and a mission and thus be rebillable.  {{:vsa:bouton_astreinte_tickets.png|}} <color  #DC143C>Declare on-call duties/tickets</color> Allows you to declare on-call duties and tickets that can be associated or not to a client and a mission and thus be rebillable. 
  
-{{:vsa:bouton_supp_uo_anglais.png?150 |}} <color  #DC143C>Remove all declared units of work</color> Allowe you to delete, in one action,all units of work that have been declared.+{{:vsa:bouton_supp_uo_anglais.png?150 |}} <color  #DC143C>Remove all declared units of work</color> Allows you to delete, in one action, all units of work that have been declared.
  
-{{:vsa:bouton_heures_plus_anglais.png?150 |}} <color  #DC143C>Declare extra hours</color> Allows  to declare overtime that may or may not be associated to a client and a mission and thus be rebillable..+{{:vsa:bouton_heures_plus_anglais.png?150 |}} <color  #DC143C>Declare extra hours</color> Allows you to declare overtime that may or may not be associated to a client and a mission and thus be rebillable.
  
 A window opens and offers a form :  A window opens and offers a form : 
  
-  * To add an entry line, cliquez Add an element +  * To add an entry line, click on Add an element 
-  * A line is used to declare a duration of overtime which started at a date and time that must be specified. +  * A line is used to declare an overtime duration which started at a date and time that must be specified. 
-  * Each declared time range expects a comment and can be attachd to a client and a mission.  +  * Each declared time range expects a comment and can be attached to a client and a mission.  
-  * To save the overtime hours declared for the current month, click on the Save button.+  * To save the overtime hours declared on the current month, click on the Save button.
 When additional hours have been added, they also appear at the level of the day concerned.  When additional hours have been added, they also appear at the level of the day concerned. 
  
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 {{ vsa:cra_pivot_filtre_anglais.png?400 }} {{ vsa:cra_pivot_filtre_anglais.png?400 }}
  
-By default the screen opens on the current month or the last month can be viewed if you have already used the timesheet.\\ You can read the month displayed above the timesheet.\\ Id the month is not the one you want,  you can change it using the filter.\\ If the filter is not open, unfold it by clicking on the funnel.\\ Then select the desirred month an year, then click on Apply filter.\\ +By default the screen opens on the current month or the last month can be viewed if you have already used the timesheet.\\ You can read the month displayed above the timesheet.\\ If the month is not the one you want, you can change it using the filter.\\ If the filter is not open, unfold it by clicking on the funnel.\\ Then select the desired month and year, then click on Apply filter.\\ 
  
  
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 For a line of activity, it's necessary to enter the time spent on each day. For a line of activity, it's necessary to enter the time spent on each day.
  
-Several input option are possible depending on the rights assigned to you : +Several input options are possible depending on the rights assigned to you : 
  
   * Fill in an internal activity   * Fill in an internal activity
   * Fill in an internal project   * Fill in an internal project
-  * Enter an absence (reminder: you can also make your absence reuqest from the Human ressources screen : //Human resources > My absence requests//) +  * Enter an absence (reminder: you can also make your absence requests from the Human ressources screen : //Human resources > My absence requests//) 
-  * Fill in a client (mission carreid out on which you have been assigned)+  * Fill in a client (mission carried out on which you have been assigned)
  
 If you choose absence, you must select the type of absence. If you choose absence, you must select the type of absence.
  
 If you choose a client, you must select the mission.\\ If you choose a client, you must select the mission.\\
-__Important__ : Pay attention to the business section on which you enter your time because several lines may be displayed.\\ Wrong entrey = possible billing errors. +__Important__ : Pay attention to the business section on which you enter your time because several lines may be displayed.\\ Wrong entry = possible billing errors. 
  
 The entry unit is indicated below each box to be filled in, it can be days or hours. Decimals are allowed to indicate fractions of days or hours. The entry unit is indicated below each box to be filled in, it can be days or hours. Decimals are allowed to indicate fractions of days or hours.
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 Any changes are not saved until you click the Save button. Any changes are not saved until you click the Save button.
  
-As soon as a modification  has been made, the Save button turnos orange and if you try to exit the screen, you are warned by a dialog box that unsaved modifications have been made. +As soon as a modification has been made, the Save button turns orange and if you try to exit the screen, you are warned by a dialog box that unsaved modifications have been made. 
-The modified cells also take a orange color background.+The modified cells also take an orange color background.
  
-===== Editing and priting of documents =====+===== Editing and printing of documents =====
  
 The application offers you several PDF documents intended to be printed and possibly signed by your customers.. The application offers you several PDF documents intended to be printed and possibly signed by your customers..
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 {{:vsa:cra_interne.png}} <color  #DC143C>Internal timesheet</color>\\ {{:vsa:cra_interne.png}} <color  #DC143C>Internal timesheet</color>\\
-Get your internal cativity report in PDF format+Get your internal activity report in PDF format
  
 {{:vsa:cra_client.png}} <color  #DC143C>Customer timesheet</color>\\ {{:vsa:cra_client.png}} <color  #DC143C>Customer timesheet</color>\\
-retrieve your documents client by client. The format and language of the document depends on xhat was selected for the mission at the level of the input of the business.+Retrieve your documents client by client. The format and language of the document depends on what was selected for the mission in the business section.
  
 {{ :vsa:cra_pivot_cra_clients_anglais.png?600 |}} {{ :vsa:cra_pivot_cra_clients_anglais.png?600 |}}
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 In the Actions column, you can :  In the Actions column, you can : 
  
-{{:vsa: picto_pdf_rouge.png}} : Dowload the PDF of the Customer timesheet concerned+{{:vsa: picto_pdf_rouge.png}} : Download the PDF of the Customer timesheet concerned
  
-If you have worked for the same client on 2 different contracts, you will have 2 customer timesheets PDF available, one per contract. Ypu can decide to group everything in a single document by checking the boxes of the desired timesheets and clicking on Grouped Timesheets.+If you have worked for the same client on 2 different contracts, you will have 2 PDF customer timesheets available, one per contract. You can decide to group everything in a single document by checking the boxes of the desired timesheets and clicking on Grouped Timesheets.
  
 {{:vsa: picto_signature_constellation.png}} : Send the document to the customer for electronic signature.  {{:vsa: picto_signature_constellation.png}} : Send the document to the customer for electronic signature. 
-If your company has this system in place, you will be able to send your timesheets to your customers for signature.  This makes it possible to no longer download the PDF, to send it and to come and re-implement it+If your company has this system in place, you will be able to send your timesheets to your customers for signature. This makes it possible to no longer download the PDF, to send it to your customer and to upload it in VSA.
  
  
 ===== Validation of your timesheet ===== ===== Validation of your timesheet =====
  
-Une fois toute votre activité saisie, vous pouvez soumettre pour validation votre feuille de temps.+ 
 +Once your activity is recorded on your timesheet, you can submit it for validation.
  
   * Click on the link {{:vsa:cra_soumettre_anglais.png|}}   * Click on the link {{:vsa:cra_soumettre_anglais.png|}}
   * A window opens with a form :    * A window opens with a form : 
-    * Choose the responsible person(s) to whom to submit your timesheet, put a comment with a particular information to know to validate your timesheet +    * Choose the responsible person(s) to whom to submit your timesheet, put a comment with any particular information to be aware of in order to validate your timesheet. 
-    * Cliquez on the **<color  #448FFF>Submit</color>** button +    * Click on the **<color  #448FFF>Submit</color>** button. 
-    * The selected manager(s) will receive an e-mail notifying them of your request and will be invited to validate your time sheet. In case of acceptance or refusal, you will be also notified by e-mail +    * The selected manager(s) will receive an e-mail notifying them of your request and will be invited to validate your timesheet. In case of acceptance or refusal, you will be also notified by e-mail. 
-    * The status of yout timesheet will always be visible.+    * The status of your timesheet will always be visible.
  • vsa/how_to_complete_my_timesheet.txt
  • Dernière modification : 02/03/2021 16:54
  • de Alexandre PERRE