Create categories for time registrering

In Acubiz, we work with categories that employees can register time for. Categories can be created as needed, each configured differently.

Each category can be divided into the following areas:

• Registration of hours
• Registration of days
• ... with or without balance control

Creating a new category - Go to: ADMIN

Then select TIME and Categories

Click CREATE NEW

To create a category, the following settings must be considered:

• Active:
  Selects whether the individual category should be available to the employee.
• Sort key:
  Enter a numeric value for the sort order the category is to be displayed to the employee. 0 is at the top. In the App the sorting order is alphabetically. 
• Category name:
  The category name is the name that the employee sees in Acubiz One.
• Explanation required
  Enter Yes if the user has to enter an explanatory text when registering for this category.
• Unit
  Here it is specified whether the registration on the category should be in hours or days
• Date fields are displayed on the form
  You can specify whether to display date fields when registering. Either a single date field or both a start and end date can be specified.
• Use budget documents
  If a budget is to be used for the current category, additional budget documents must be created under FINANCE -> TIME
• Use balance tracking
  If the category is to use balance tracking.

Dimensional setup:

Of the already created dimensions that the employees register in connection with travel expenses, it can also be stated whether there are specific dimensions that must be stated on TIME categories.

• Visible
  Indicates whether the individual dimension must be visible when registering
• Editable
  Choose whether the individual dimension should allow the employee to change the values.
• Mandatory
  Here you can specify whether filling in the dimension is required for the employee when registering.

Export setup:

When registering in this category, the content of the export file must be considered:

• Use in Salary exports
  Should the registrations, in this category, be included in a salary export for later processing / registration.
• Payroll code
  In order to be able to differentiate the registrations on the different categories from each other, a salary code must be specified, which is included in the salary export.

Flow control:

When an employee makes a registration, you can use this setup to control what happens to the registration when it is sent from the App on the smartphone.

• Apply workflow approver
  If registrations in this category must go directly from the employee to FINANCE select No. If the registrations are to go through the normal workflow, select Yes.
• Default status
  Via this setting, you can select what is to happen to the registrations as soon as they have been sent from Acubiz One.
• Unprocessed: All registrations land in the employee's unprocessed area, and must be manually submitted for approval.
• Reported ready: All registrations made on the mobile phone are sent directly for approval to the employee's approver (or to finance depending on previous settings).

When all items have been decided on, press Save.