Difference between revisions of "How do I record employee time in Personnel Planning?"

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{{Review}}
 
 
 
== Summary ==
 
== Summary ==
This article explains how to record time for employees who are not part of the workshop department.  
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This article explains how to record time for employees who are not part of the workshop department.
  
 
You must have the {{PP}} module to use this feature. {{SalesContact}} for more information.
 
You must have the {{PP}} module to use this feature. {{SalesContact}} for more information.
  
 
== More Information ==
 
== More Information ==
To allow employees to record time you will need to check the {{DataPrompt|Record time}} setting on their user record is set to {{DataValue|Yes}}. Follow [[How do I set up a new user?#Amend Existing|this]] article to edit a user record.
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To allow employees to record time, you will need to check that the {{DataPrompt|Record time}} setting on their user record is set to {{DataValue|Yes}}. Follow [[How do I set up a new user?#Amend Existing|this]] article to edit a user record.
  
 
=== Recording time within Platinum ===
 
=== Recording time within Platinum ===
Go to {{Menu|Systems|{{PP}}|Real Time Employee Recording}}.
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Go to {{Menu|{{PP}}|Real Time Employee Recording}}.
* Enter your employee code and press {{KeyPress|Enter}} or scan your employee barcode
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* Enter your employee code and press {{KeyPress|ENTER}} or scan your employee barcode.
* Enter the activity code and press {{KeyPress|Enter}} or scan the activity barcode.  
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* Enter the activity code and press {{KeyPress|ENTER}} or scan the activity barcode.
  
{{Tip|text=Printing labels to scan with a barcode scanner may be easier than typing an activity code as you need to enter the exact code e.g. {{DataValue|TRA}} - Training or {{DataValue|MEE}} - Meeting.}}
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{{Tip|text=Printing labels to scan with a barcode scanner may be easier than typing an activity code as you need to enter the exact code, e.g. {{DataValue|TRA}} - Training or {{DataValue|MEE}} - Meeting. The next section advises how to produce the labels.}}
  
* The previous activity will be ended and the new activity started. The time spent is recorded in real time.
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* The previous activity will be ended and the new activity started. The time spent is recorded in real time.
* At the end of the day the employee should log off their final activity using the {{DataValue|LOGOFF}} code or barcode.
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* At the end of the day, the employee should log off their final activity using the {{DataValue|LOGOFF}} code or barcode.
  
 
{{Tip|text=You can click the {{Button|End day}} button to log all employees out in one go.}}
 
{{Tip|text=You can click the {{Button|End day}} button to log all employees out in one go.}}
  
 
=== Recording time using Platinum Online ===
 
=== Recording time using Platinum Online ===
To record time using Platinum Online follow [[How do I record employee time using Platinum Online?|this]] article.
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To record time using Platinum Online, follow [[How do I record employee time using Platinum Online?|this]] article.
  
 
== Creating and Printing Activities & Barcodes ==
 
== Creating and Printing Activities & Barcodes ==
 
Go to {{Menu|{{PlatinumModuleSettings}}|{{PP}}|Employee Activity Maintenance|Add or Edit Activity Types}}.
 
Go to {{Menu|{{PlatinumModuleSettings}}|{{PP}}|Employee Activity Maintenance|Add or Edit Activity Types}}.
 
* Click {{Button|List}} to view the existing codes.
 
* Click {{Button|List}} to view the existing codes.
* Click {{Button|Add}} and enter a 3 character code e.g. {{DataValue|MED}}
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* Click {{Button|Add}} and enter a 3 character code, e.g. {{DataValue|MED}}
* Enter a {{DataPrompt|Description}} e.g. Medical.
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* Enter a {{DataPrompt|Description}}, e.g. {{DataValue|Medical}}.
 
* Select a {{DataPrompt|Background}} colour for the activity if you wish.
 
* Select a {{DataPrompt|Background}} colour for the activity if you wish.
 
* Click {{Button|Done}} and {{Button|Accept}}.
 
* Click {{Button|Done}} and {{Button|Accept}}.
  
{{Tip|text=To print a list of activities press {{KeyPress|Ctrl-P}} and select {{Button|Print}}.}}
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{{Tip|text=To print a list of activities, press {{KeyPress|C-P}} and select {{Button|Print}}.}}
  
{{Tip|text=To print activity barcodes onto an A4 sheet press {{KeyPress|F4}} and click {{Button|Print}}.}}
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{{Tip|text=To print activity barcodes onto an A4 sheet, press {{KeyPress|F4}} and click {{Button|Print}}.}}
  
 
== Printing Employee Barcodes ==
 
== Printing Employee Barcodes ==
Go to {{Menu|{{PlatinumModuleSettings}}|{{PP}}|Employee Activity Maintenance|Print Employee Barcodes}}
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Go to {{Menu|{{PlatinumModuleSettings}}|{{PP}}|Employee Activity Maintenance|Print Employee Barcodes}}.
  
 
{{Information|text=You need to be on a machine which can print to a label printer else the labels will print one per A4 page.}}
 
{{Information|text=You need to be on a machine which can print to a label printer else the labels will print one per A4 page.}}
  
* To print labels for all employees click {{Button|Start}} or select a specific employee or department then click {{Button|Start}}.
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* To print labels for all employees, click {{Button|Start}} or select a specific employee or department then click {{Button|Start}}.
  
 
== See also ==
 
== See also ==
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do I record employee time using Platinum Online?]]
 
* [[How do I record employee time using Platinum Online?]]
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* [[How do I amend technician time records?|Amend employee time records]]
 
* [[How do I set the auto log off time]]
 
* [[How do I set the auto log off time]]
 
* [[How do I record labour in the workshop?]]
 
* [[How do I record labour in the workshop?]]

Latest revision as of 14:09, 15 October 2021

Summary

This article explains how to record time for employees who are not part of the workshop department.

You must have the Personnel Planning module to use this feature. Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page for more information.

More Information

To allow employees to record time, you will need to check that the "Record time" setting on their user record is set to 'Yes'. Follow this article to edit a user record.

Recording time within Platinum

Go to " Personnel Planning Real Time Employee Recording".

  • Enter your employee code and press <Enter> or scan your employee barcode.
  • Enter the activity code and press <Enter> or scan the activity barcode.
Printing labels to scan with a barcode scanner may be easier than typing an activity code as you need to enter the exact code, e.g. 'TRA' - Training or 'MEE' - Meeting. The next section advises how to produce the labels.
  • The previous activity will be ended and the new activity started. The time spent is recorded in real time.
  • At the end of the day, the employee should log off their final activity using the 'LOGOFF' code or barcode.
You can click the [End day] button to log all employees out in one go.

Recording time using Platinum Online

To record time using Platinum Online, follow this article.

Creating and Printing Activities & Barcodes

Go to " " Reports & Settings Maintenance Options System Administrator Module Settings" Personnel Planning Employee Activity Maintenance Add or Edit Activity Types".

  • Click [List] to view the existing codes.
  • Click [Add] and enter a 3 character code, e.g. 'MED'
  • Enter a "Description", e.g. 'Medical'.
  • Select a "Background" colour for the activity if you wish.
  • Click [Done] and [Accept].
To print a list of activities, press <Ctrl+P> and select [Print].
To print activity barcodes onto an A4 sheet, press <F4> and click [Print].

Printing Employee Barcodes

Go to " " Reports & Settings Maintenance Options System Administrator Module Settings" Personnel Planning Employee Activity Maintenance Print Employee Barcodes".

You need to be on a machine which can print to a label printer else the labels will print one per A4 page.
  • To print labels for all employees, click [Start] or select a specific employee or department then click [Start].

See also


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Keywords AND Misspellings
personnel, planning, online, app, record, time, activity, activities, break, lunch, log off, downtime, clock in, clock out