Overview - what is what?

1. Attendance

Go to Navigation Bar -> HR -> Attendance

In this overview, you will find a record for each day on which you tracked your attendance. If you open one of these records, you will get detailed information about that day

The view is divided into 3 sectors:

Attendance (left, red)

When the data record is created, the entry date and start time are automatically entered and the data record is assigned to the employee. As soon as you end work, this time is also transferred to the data record.

Hours (middle, green)

With each additional attendance detail entered, the data record is updated, the hours are calculated and the fields are filled. The gross working hours, breaks and, if defined, mandatory breaks are included in the calculation. All these time spans calculated together finally result in the net working time. The entered hours are automatically transferred here as soon as the corresponding time sheets have been approved.

Attendance details (right, blue)

This section shows you all the details of the attendances you have entered. Here you can see in detail when you started work, when you took a break, and finally when you ended work. Here, the HR Manager can also add manually forgotten entries or make corrections. You can find more information here: Options for HR Managers

2. Daily Summary

Go to Navigation Bar -> HR -> Daily Summary

In this overview you can find one record per employee for every month showing all important aspects of time management.

The view is divided into 2 sectors:

General information (left, red)

Here you can see all the information about the data record itself. Which employee is assigned, which day is displayed, and which time sheet is assigned.

Hour overview (right, green)

Here you get an exact overview of all the times. The Allocated Hours are taken directly from the employment terms. The Attended Hours are transferred from the attendance records and are thus updated with every change or extension of the attendance details. The Working Hours are transferred from the Time Sheets and get updated automatically in the event of changes. The overtime is calculated here directly from Allocated Hours and Attendances. The approved hours are transferred from the Time Sheets after approval.

3. Time Sheets

Go to Navigation Bar -> HR -> Time Sheets

In this overview, you will find a data record for each week in which you can enter your working hours. If you open one of these data records, you will notice that this is a process.

Further information on the process can be found here: Tracking working hours

Below the process you will see 3 sections:

Weekly Summary

Here, as in the Daily Summaries, you get an overview of all aspects of time management.

The Allocated Hours are taken directly from your employment terms. The Attended Hours are transferred from the attendance data records and are thus updated with each change or extension of your attendance details. The Working Hours are transferred from the Time Sheets. The overtimes are transferred from the daily summaries and added up here.

To update the values, click on Run Workflow in the menu bar and execute the following workflow: Calculate Daily Summaries - HR Management - xRM1

Time Entries

In this section, you carry out the actual time recording. Here you are able to assign your attended hours to projects and processes.

These times are then transferred to your supervisor for review and approval. After approval, you will of course still have the option of viewing this data.

Further information on this can be found here: Track working hours

Daily Summaries

In this section you can see all daily summaries assigned to this time sheet. All details can be found here: Daily Summary

4. Time Summary

Go to Navigation Bar -> HR -> Time Summaries

Here, as in the Daily Overviews, you get an overview of all aspects of time management.

The view is divided into 2 areas:

General information (left, red)

Here you can see all the information about the data record itself. Which employee is he assigned to and which period is shown in the time summary.

Hour overview (right, green)

Here you get an exact overview of all your hours. The Allocated Hours are taken directly from your employment terms. The Attended Hours are transferred from the attendance data records and are thus updated with every change or extension of your attendance details. The Working Hours are transferred from the Time Sheets and get updated directly in the event of changes. The overtime is calculated here directly from allocated hours and attended hours. The approved hours are transferred from the time sheets after approval.