Create or modify a Time & Activities profile

Related module:

In this article:

• Create or modify a Time & Activities profile
  • General information
  • Tracking type(s)
• Setting up 'Time Tracking'
  • 'Time tracking' tab editable by the employee
  • 'Time tracking' tab not editable by the employee
• Setting up 'Activity Tracking'
  • Entry mode
  • 'Timesheet pre-filling' button
  • Billable activities
• Submission options for approval

Estimated reading time: 5 minutes

Create or modify a Time & Activities profile

Access: Admin area > Time & Activities > Profils Temps & Activités

Note: By default, your time & activities profiles were created based on the active settings at the time this new feature was added. The naming of the labels comes from existing user profile names (Admin area > General settings > Profils utilisateurs) . Feel free to rename them for better readability!

• I create a new profile by clicking on or I select an existing profile in the left 'Profils' section.

General information

• I enter my profile name (by clicking on the flag, I access translations),
• I enter the profile code. This is useful when importing data. Each code must be unique.

Tracking type(s)

• I check 'Time tracking' if I want the employees concerned by this profile to enter timesheets (mandatory if using a clocking machine),
• I check 'Activity tracking' if my employees fill out activity sheets (especially when using analytical tracking).

You can select both entry modes simultaneously if necessary.

Depending on your choice, the following windows will be available:

• Setting up 'Time tracking'
• Setting up 'Activity tracking'

Setting up 'Time Tracking'

• In 'Autorisation de saisie', I choose whether or not my employee can enter or modify data themselves by selecting the desired option:
  • 'Time tracking' tab editable by the employee
  • 'Time tracking' tab not editable by the employee.

Depending on my choice, different options will be offered to me.

'Time tracking' tab editable by the employee

• I do not toggle the 'Aide à la saisie' button if my employees enter their time manually without pre-filling data.
• I toggle the 'Aide à la saisie' button and select my choice:
  • If I want the timesheet to be automatically pre-filled with the working hours when opening the sheet for the first time (“Standard day” box checked by default when opening the sheet),
  • If I want my timesheet to be pre-filled with the working hours when I check the 'standard day' box,
  • If I want my timesheet to be filled in via the information provided by my clocking machine (virtual or physical). I can enable the 'Cacher la badgeuse sur mobile et tablette' box so that clocking in/out from a mobile environment is no longer possible.

Note: The last two options can be activated simultaneously.

'Time tracking' tab not editable by the employee

I choose how my timesheet is populated:

• Eurécia digital clocking (virtual clocking machine displayed on the home page),
  • I can enable the 'Cacher la badgeuse sur mobile et tablette' box so that clocking in/out from a mobile environment is no longer possible.
• Physical clocking (optional feature),
• Other population method (import of timesheets or manual entry by the manager or administrator, for example)
  • I toggle the 'pré-remplissage avec l'horaire de travail' button if I want the sheet to be populated with my employees' theoretical schedule.

I choose whether my employees are authorized to modify the column dedicated to time types by toggling the button.

Setting up 'Activity Tracking'

Entry mode

• I select the activity entry mode:
  • in hours (hourly volume) and I indicate the desired entry granularity:
    • To the minute
    • 5-minute slots
    • 10-minute slots
    • 15-minute slots
    • 30-minute slots
    • Full hours
  • In time slots (start time / end time) and I indicate the desired entry granularity:
    • To the minute
    • 5-minute slots
    • 10-minute slots
    • 15-minute slots
    • 30-minute slots
    • Full hours
  • In days and I indicate the desired entry granularity:
    • Hundredth of a day
    • Tenth of a day
    • Eighth of a day
    • Quarter of a day
    • Half-day
    • Full day

'Timesheet pre-filling' button

I do not toggle the 'Aide à la saisie' button if my employees enter their activities manually without pre-filling data.

I toggle the 'Aide à la saisie' button and select my choice:

• If I want the activity sheet to be automatically pre-filled with the working hours when opening the sheet for the first time (“Standard day” box checked by default when opening the sheet),
• If I want my activity sheet to be pre-filled with the working hours when I check the 'Standard day' box,
• If I want my activity sheet to be pre-filled from team schedule activities (only if I have subscribed to the Resource schedule module):
  • for all activities present on the schedule
  • only for activities with analytical tracking

Note: The last two options can be activated simultaneously.

Billable activities

I enable the button if I want to add a column in the entry sheet to specify whether certain tracked activities are re-billable. It will then be possible to filter activities.

If applicable, I do not enable the button.

Submission options for approval

• If 'Time tracking' and 'Activity tracking' are activated simultaneously, I can toggle the button allowing to check consistency between the time tab and the activity tab to submit for approval. A blocking error message will appear if the total number of hours between the two tabs is different.
• I enable the button if my employees must approve a text before submitting their sheets for approval and I enter the text to be accepted by the employee

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