With the necessary permissions, it is possible to view, reassign and reset other users' hours.
Viewing
To view and potentially approve other users' registered worksheets, you can search for them by navigating to OTHERS HOURS > SEARCH.
The fields needed when specifying your search criteria are as follows:
- Periods: Here you can choose the periods you want to view worksheets for, which can either be predefined by Microbizz or one you define yourself (i.e. user defined)
- Show details: If this is checked, the worksheets' details will be displayed
- Show only workdays: If this is checked, only workdays will be displayed
- Grouping: This field decides how the worksheets should be grouped. There are the following options:
- User: Group the worksheets by user
- Task: Group the worksheets by task
- Company: Group the worksheets by company
- Team: Here you can choose to view and approve worksheets for either:
- (All teams): MORE HERE
- (Selected users): MORE HERE
- Only worksheets with warnings: MORE HERE
- Incl. borrowed employees: With this option checked, MORE HERE
Reassigning
To reassign other users' registered worksheets, you can do so by navigating to OTHERS HOURS > REASSIGN.
The fields needed when specifying your search criteria are as follows:
- Employee: Here you can choose the employee you want to reassign worksheets for
- Start date: Choose a start date
- End date: Choose an end date
- Registration: To be able to choose between registration(s) to reassign to, it must be activated when creating registration types in the Work plan module.
Resetting
To reset other users' registered worksheets, you can do so by navigating to OTHERS HOURS > RESET.
The fields needed to reset a users daily worksheets are as follows:
- Date: All worksheets registered up to the chosen date are reset
- Employee: Here you can choose the employee you want to reset worksheets for