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Tryton module for time tracking of a employee

Project description

mds-employee-timetracking

Working time recording for employees, with multiple time accounts, time account rules, automatic pause control and report.

Install

pip install mds-employee-timetracking

Requires

  • Tryton 4.6

HowTo

Config

  • in Administration / Scheduler / Scheduled Actions add your company to Recalculation of evaluations
  • in Timetracking / Settings / Holiday add the public holidays of your area
  • the time zone of your company must be set, to show valid time values, otherwise time values are shown in UTC
  • your tryton instance must use cron, otherwise the periodic calculations will not be performed

Create tariff model

In Timetracking / Preferences / Tariff model, add an entry, enter name and shorthand symbol, save.

Tab Account rule

The account rule determines the time account to which the working time is posted. You should use a primary time account to which all working hours are posted. In addition, you can create additional rules and time accounts for which late work or night work is booked. Time account rules can be shared between multiple tariff models.

  • in list account rule click ‘+’ and new
  • some values are already filled out, enter name and shorthand symbol
  • for the primary time account you change the fields from and to to 0:00:00, check Sat and Sun
  • in the field Type of Presence create the entry Work
  • in the field Time Account create the entry Work - this is the primary time account for your company
  • in the field Main Time Account select the time account Work
  • save

Tab Break time rule

The break time rule causes a fixed time to be deducted as a break for a given daily working time. You can set several rules for different daily working hours. If you are not using break time control, leave the list blank.

Tab Type of Presence

At time entry, the Type of Presence selects the time account rule set.

  • in the field Present: select Work - this information is used by the time entry wizard
  • the field Site Work can be left blank
  • save

You have now created a simple tariff model.

Create working time model

The working time model determines at which times of the day and on which days your employee has a regular working time. From this information the weekly working time is determined.

  • in Timetracking / Preferences / Working time model, add an entry, enter name and shorthand symbol
  • in the list Working time rule, add one or more rows
  • you can create several working time models

Create/Edit Employee

An employee consists of a party, a Tryton user, the tariff model and the working time model. The Create Employee wizard in Timetracking simplifies creating an employee.

If you want to change an existing employee, open Timetracking / Employees, select the employee and start the wizard Edit Employee via the action button.

Enter times

  • the employee logs on to Tryton
  • in Timetracking double-click on Enter Attendance with the green plus sign
  • click on coming or going - thats it

In Timetracking / Presence time you can also enter working times manually and change existing times - if they are not fixed yet.

Get a report

In Timetracking / Evaluation, one report per month is created for each employee. Select one or more lines and export them via the report button in Tryton. If the evaluation is not updated after you have entered a woring time, the cron service in your Tryton does not work.

Evaluations of the previous month and before can be locked against changes, click on ‘lock’.

Permissions

This module adds five new user groups to Tryton. You can combine the permissions with each other.

  • Timetracking - Edit tariff: The user can create or change the tariffs in his company.
  • Timetracking - Employee: The user can enter and fix their own working hours. He can view his monthly report and output it as a report. This group is automatically assigned when editing an employee via the Edit Employee wizard.
  • Timetracking - Edit Employees: The user can create or modify employees in his company. This includes creating and modifying the corresponding Tryton user.
  • Timetracking - Edit Worktime: The user can view and edit the monthly evaluation for all employees in his company. The user can view, change, create and delete working hours for all employees in his company.
  • Timetracking - Cronjob: this group is reserved for Cron

ToDo

  • extend manual
  • vacation planning
  • support for NFC door device

Changes

4.6.8 - 07.09.2018

  • fix: closing the work time did not always find the right period
  • fix: overlap check improved

4.6.7 - 29.08.2018

  • fix: entering the end of work by wizard sometimes did not work

4.6.6 - 04.07.2018

  • fix: exception in overlapcheck of period item
  • fix: bug in workflow transition from ‘locked’ to ‘edit’ at period item

4.6.5 - 18.06.2018

  • add: info about permisions in readme
  • fix: optimize contraints for table breaktime

4.6.4 - 15.06.2018

  • first public version
  • added working time model, break time rules, report, how to

4.6.3 - 22.05.2018

  • report: added list of additions

4.6.2 - 20.05.2018

  • added evaluation-report

4.6.0 - 22.02.2018

  • init

Project details


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