This guide has been created for all system users.
If you are unable to access anything covered in this guide, please raise this with a system administrator.
Overview
By using the activities feature within time submissions, companies can record time spent across the business on a specific long-term project, travelling, or training as an example. Activities are best used to monitor long-term or reoccurring business-related actions. By using the edays system, administrators can create and define their own list of activities they wish to monitor.
This feature benefits companies who are looking to see where time is being spent across the business at a glance as well as those looking to run detailed reports, which can be specified down to the minute.
There are a number of benefits involved with monitoring business activities, such as reviewing the effectiveness of time spent or identifying the need for greater resources.
Please note: to record activities your system administrator must first create the defined activities for your company. Administrators, please see our guide to creating time submissions activity to get started.
Step-by-step Guide
From the user front end system navigate to:
- my tools
- time submissions
- go to the date you wish to record an activity submission for
- click add new
- enter the start time
- enter the end time
- select the activity from the drop-down.
You do not need to submit it. You can delete an activity by clicking the black bin that is on the right side of the time submissions box to delete individual time submissions.
Time can be manually typed in or selected by clicking the clock in the start and end box.
Please note: Time is submitted in a 24-hour clock. You cannot start and end activity in the same minute. If you finish at 9:30 as an example and immediately start the next activity, mark the start time as 9:31. If you do not do this, a red error will appear under the time submission with ‘Invalid time’ noted.
If information is input but the week is not yet over, click save week to save your time submissions for the current week. Once entering information for the week is complete, click submit week which will go through to the line manager for approval.
Example Configuration
Pallas Accountants is an accountancy firm based in northwest England. Currently, to monitor customer meetings and time spent collating customer reports, they collect information from staff calendars to manually calculate time spent. This is often inaccurate but is significant use of their time.
Pallas Accountants create two activities ‘Customer Meeting’ and ‘Customer Reports’ in the edays system and users record time spent to complete each activity.
Gary uses the time submissions to note when he is in customer meetings and when he is completing reports. When he enters the information at the end of each day, he clicks save week at the bottom right of the page to save his submissions so far. The image below shows his current week.
He is entering his last activity of the week, which is a customer report from 13:30 to 17:30 on Friday. He clicks to add new to input his activity
Once he has entered his info, he will click submit week and confirm to submit his hours to the business.
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