Actuals
Enter your actual work hours for shifts in your personal schedule. This is useful for departments like payroll, invoicing, and management that need to use actual hours rather than scheduled ones.
Enter actual work hours
To update a shift with actual work hours:
- Go to your Schedule and select the shift that you want to update.
- Select ENTER ACTUALS. The Enter actuals screen appears.
- (Optional) Enter a REMARK. This remark will be visible to your planner or manager.
- Enter your actual work hours and activities:
- Select Edit activity to edit existing information.
Depending on your organization's configuration, you can adjust:
- START: actual start time of an activity
- END: actual end time of an activity
- ACTIVITY TYPE: indicates what you did during the specified time interval
- WORKSTATION: location where you worked (such as a building, room, desk, or customer)
- COST CENTER: used to split hours and cost over different cost centers
- ADDRESS: represents the location where the activity took place and is mostly used to calculate travel distances
- Add additional activities:
- ADD ACTIVITY AT THE START: to add a new activity at the start of a shift
- ADD NEW ACTIVITY: to add a new activity in between existing ones
- ADD ACTIVITY AT THE END: to add a new activity at the end of a shift after the selected activity.
- Select symbol Remove to delete an activity.
A shift must have at least one activity, so you can't delete the only activity of the shift.
- Select Edit activity to edit existing information.
Depending on your organization's configuration, you can adjust:
- Depending on your organization's configuration:
- the actuals may be immediately processed in your schedule without approval from your manager or planner, or
- the actuals may need approval from your manager or planner.
In this case, they'll be added to Actuals pending approval in your Workflow with one of the following statuses:- PENDING: the actuals have been sent to your manager or planner for approval
- DECLINED: the actuals have been declined by your manager or planner
- APPROVED: the actuals have been approved by your manager or planner, and processed in your schedule
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