Crew Time Report
Overview
This flow can be used to time report for crew members or employees attached to the selected project.
A supervisor can report the employee's time one by one or in bulk mode, check the reported hours for the week, and even modify the already reported project transactions.
The complete overview of the flow:
Steps
Crew Selection
This screen shows the current project and the Account Date which can be selected.
The available crews are listed in the dropdown list.
To check a crew's time reporting, select a crew and click Next
Flow Connect
Flow Classic
Crew selection is optional. Users can also select specific employees in the next step if no crew is selected in this step.
Employee Selection
This screen shows the project and work task time transactions on the selected Account Date.
The available employees are listed in the dropdown list.
To check one or more employees' time reporting, select one or more employees and click Next
Flow Connect
Flow Classic
Day Time Sheet
On this screen, supervisors can check the reported and remaining hours of the selected crews. The Employees list contains the crew members, project, and work task transactions on the selected account date.
Meaning of icons:
✅: all scheduled hours are reported
⏳: not all scheduled hours are reported
⚠️: there are no reported hours for the employee
To change the Account Date, click Change Date
To see the whole week's reporting, click Weekly View
To copy the current day transactions to another day, click Copy To
To add new time reporting to the selected employees, click Add Time
To edit a selected project transaction, select a project transaction(s) and click Next
Flow Connect
Flow Classic
Add Time
On the selected Account Date, current project supervisors can report new time entries to crew members and employees.
There can be two types of time transactions saved:
Project Time
Work Task Time
Flow Connect
Flow Classic
Add Project Time
If there were crew or employees selected in the previous step, then the Employees list automatically preselects those employees
Select an activity from the Activities list
Provide the number of hours
Add internal and/or invoice comments (optional)
Click on the Save button to create project transactions
Flow Connect
Flow Classic
Add Work Task Time
If there were crew or employees selected in the previous step, then the Employees list automatically preselects those employees
Select a task from the Work Tasks list
Select Time Type and Resource Group
Provide the number of hours
Add comment (optional)
Click on the Save button to create project transactions
Flow Connect
Flow Classic
Change Date
Select a new Account Date and click Next
Flow Connect
Flow Classic
Weekly View
To see the whole hours reported per week for the selected users.
To change the current week, use the Previous or Next Week buttons
To check a more detailed view, select one or more employees from the grid and click Details
Color Indicators:
Green: no more remaining scheduled hours
Yellow: there are remaining scheduled hours or there are no scheduled hours
Flow Connect
Flow Classic
Weekly Detail View
This screen shows a detailed view of the selected employees' time reporting, it shows how many hours were reported on each day of the schedule.
To go back to the Weekly View, click Back
Flow Connect
Flow Classic
Copy Transactions To
To copy the current day project transactions to a selected day.
Choose which transaction type will be copied
Select the date and click Save
Flow Connect
Flow Classic
Modify Activity
To modify an existing project or work task transaction, select the transaction from the list and click on the Next button.
On the screen, the fields will be automatically filled out with the actual data in IFS
Edit the data and click Save
Or it is possible to delete the project transaction by clicking the Delete button
Flow Connect
Flow Classic
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