Set up an employee who will enter activity reports (CRA)

Related module:

Set up an employee who will enter activity reports (CRA)

Access: Admin area > Paramètres généraux > Ouvrir Salariés et utilisateurs

In the 'Emploi' tab

• Horaire de travail: select the employee's work schedule to define the theoretical working base and rules related to maximum daily working hours, overtime...
• Pourcentage d'activité (optional): linked to the work schedule, allows you to define if the employee works 80% for example. This data has no impact on the Time & Activities module, but allows you to extract more complete data.

In the 'Règles' tab

If the employee should only see part of the analytical accounts, you can precisely define the visibility the employee will have in their timesheets. This allows for simpler entry and avoids entry errors. Several methods are possible:

'Temps et Activités' section

• In 'Budget', Coût de revient (horaire), Coût de revient (journalier) (optional): enter the employee's cost in order to carry out financial tracking on analytical accounts. The daily cost can also be specific to each analytical account; in this case, enter it in the Taux spéciaux tab of the account.
• In 'Budget', Prix de vente (horaire), Prix de vente (journalier) (optional): enter the employee's selling price in order to carry out financial tracking on analytical accounts. The daily selling price can also be specific to each analytical account; in this case, enter it in the Taux spéciaux tab of the account.
• In 'Axes analytiques à renseigner obligatoirement', select the mandatory axes so that the employee cannot leave the axis blank in their timesheets.

'Axes analytiques visibles' section

• Appliquer les mêmes droits que: select a person from the drop-down list if the new employee has the same visibilities as this person, then click the synchronization button.
• For each of the axes:
  • Select the accounts that the employee will be able to view and transfer them to the right into the 'visible(s)' box using the double arrow pointing to the right.
• You can also enter visibilities in analytical accounts. You must then do so for each account.
• Save the user record.

Keywords: Time and activities · Timesheets · Time tracking · Activity tracking · Configure · employee record · CRA · analytical axes · analytical accounts · permissions