Transferring Schedules into Time Spent

DMF

1904006 WEB PORTAL SCHEDULES TRANSFER TIMESHEETS

Schedules can be partially or totally transferred into timesheets so that all the information is retrieved without having to manually add it to the timesheets. Depending on the daily contractual period, the schedule is converted from percentage to hours and minutes.

Note

When the feature flag Heures centiemes and the PLG_HHCC management rule are enabled, scheduled items transferred into timesheets are cut in items of 24 hours and the duration is converted to hours minutes.

1 Click on > Transfer into timesheets from the relevant scheduled item.
2 Confirm the action.

The scheduled item is converted into a timesheet block. If the PLG_TRANSF_TEMP management rule is enabled, the scheduled item is kept and marked as done.

Click on in the header of the desired day to transfer all scheduled items of the day at once and confirm transfer. This feature is not available in the Table display.

DMF

190306 WEB PORTAIL TIMESHEETS TRANSFER WEEK SCHEDULE INTO TIMESHEET

It is also possible to transfer all scheduled items of an entire week into a timesheet.

Click on at the right of the search field at the top of the screenr then confirm transfer.

All schedules of the week are transferred into the timesheets.

1 Click on > Transfer into timesheets while modifying duration from the relevant scheduled item.
2 In the window displayed, specify the following fields:
Field Description
Duration to transfer into timesheets

Specify the duration to transfer into timesheets. This duration can be inferior or superior to the duration of the scheduled item.
Duration to keep in the schedule

If needed, specify the duration of the scheduled item to keep.

When validating, if this field is:

  • specified, then a new scheduled item is displayed for the relevant day with this duration. When the PLG_TRANSF_TEMP management rule is enabled and the Allows you to answer YES/NO to the question parameter is specified with the NO value, the original scheduled item is modified to display the duration specified in the Duration to transfer into timesheet field and is marked as done.
  • left empty, the scheduled item is no longer visible. When the PLG_TRANSF_TEMP management rule is enabled and the Allows you to answer YES/NO to the question parameter is specified with the NO value, the original scheduled item is kept and marked as done when validating.

It is only possible to specify this field when the duration specified in the Duration to transfer into timesheets field is inferior to the duration of the scheduled item.
3 Click on Validate.

The timesheet is created.

Note

This feature is not available when:

  • the project specified is a leave project;
  • the PLG_HORODATE management rule is enabled.

Example

An employee wants to transfer into their timesheets a part of a scheduled item with a duration of two days and recreated a new scheduled item with the remaining duration. The PLG_TRANSF_TEMP management rule is disabled for the entity.

In the window of transfer into timesheets, they specify the value 1 in the Duration to transfer into timesheets field and the value 1 is specified in the Duration to keep in schedule field. When clicking on Validate:

  • a timesheet with a duration of 8 hours is created;
  • a non-validated scheduled item with a duration of 1 day is created on the same day as the original scheduled item;
  • the original scheduled item is no longer displayed.