Customize Time & Activities profiles

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

Depending on your choice, different options will be offered to you.

Time tracking tab editable by employee

• Do not enable the 'Aide à la saisie' toggle if your employees enter their time manually without pre-filling data.
• Enable the 'Aide à la saisie' toggle and select your choice:
  • If you want the timesheet to automatically pre-fill with the working hours when the sheet is opened for the first time (“Journée standard” box checked by default upon opening the sheet),
  • If you want your timesheet to pre-fill with the working hours when you check the standard day box,
  • If you want your timesheet to be filled using information provided by your clocking machine (virtual or physical).

Note: The last two options can be enabled simultaneously.

Time tracking tab not editable by employee

• Choose how your timesheet is populated:
  • Eurécia digital clocking (virtual clocking machine displayed on the home page),
  • AGT Système physical clocking (optional feature),
  • Other population method (timesheet import or manual population by manager or administrator for example)
  • Enable the 'Pré-remplissage avec l'horaire de travail' toggle if you want the sheet to be populated with your employees' theoretical hours.

Choose whether your employees are allowed to edit the dedicated time types column by enabling the toggle.

If you also want to track activities, go to the section below; otherwise you can go directly to the 'Les options de soumission à validation' section.

Entry mode

• Select the activity entry mode:
  • In hours (hourly volume) and specify the desired entry granularity.
  • In time slots (start time / end time) and specify the desired entry granularity.
  • In days and specify the desired entry granularity.

'Timesheet pre-filling' button

Do not enable the 'Aide à la saisie' toggle if your employees enter their activities manually without pre-filling data.

Otherwise, enable the 'Aide à la saisie' toggle and select your choice:

• Check 'Pré-remplissage avec l'horaire de travail par défaut ' if you want the activity sheet to automatically pre-fill with working hours. The “Journée standard” box will be checked by default,
• Check Pré-remplissage de l'horaire activable par le salarié if you want your activity sheet to pre-fill with working hours only when you check the 'journée standard' box, which will be unchecked by default,
• Check 'Pré-remplissage à partir des activités du planning' if you want your activity sheet to pre-fill from team schedule activities (optional Resource Schedule module):
  • for all activities on the schedule
  • only for activities with an analytical allocation.

Billable activities

Enable the toggle if you want to add a column in the entry sheet to specify whether certain allocated activities are billable.

You can then filter these activities in exports.

In the next step, we will cover additional options.

Adding a text/phrase to approve

• Enable the toggle if your employees must approve a text before submitting their sheets for validation.

Note: The text to approve can be customized directly by administrators by right-clicking on the text in one of the entry sheets. ​

Consistency check

This check is only valid if 'Time tracking' and 'Activity tracking' are enabled simultaneously. A blocking error message will be displayed if the total hours between the two tabs differ. ​