webMan EN

# Settings

In the settings, it is possible to modify the behavior of the program when creating travel orders, compensation calculations, trips, create groups of various settings and assign them to groups of users, or directly to users, modify authorization groups and assign them to individuals.

# Common settings

# Travel order

# Travel order - overview

  • Filter by logged in employee by default - if it is clicked, when the Travel Orders window is opened for the first time, the filtering of travel orders in which the logged-in employee appears is automatically set

# Travel order - form

  • Evidence job
  • Enable deposit only in domestic currency
  • View request about housing
  • Default purpose

# Item of travel order - form

  • Prefilled departure city
  • Evidence distance
  • View - load by attendance intervals
  • Edit diets a pocket money

Since the purpose of the travel order, city of departure, country and currency are mandatory data, but it is assumed that it will mostly be the same data, for example Company, company headquarters, it is possible to set how the fields are pre-filled when creating a new travel order.

# Calculations

  • National - country
  • National - currency
# Compensation

Diets are created mainly for Slovak laws and this involves the automation of filling in some data of the travel order. The recalculation of compensation is governed by the filled-in values.

  • Compensation national - diets
  • Compensation abroad - diets
  • Compensation - ride private by vehicle

# Jazdy

# Jazda prehľad

  • Predvolené filtrovať podľa prihláseného zamestnanca - ak je za-kliknuté, pri prvom otvorení okna Cestovných príkazov sa automaticky nastaví filtrovanie cestovných príkazov v ktorých figuruje prihlásený zamestnanec

# Formulár jazdy

  • Pred-plnený účel
  • Pred-plnené mesto odchodu
  • Pred-plnený štát
  • Pred-plnená mena

Keďže je účel jazdy, mesto odchodu, štát a mena ako povinný údaj, no predpokladá sa, že väčšinou pôjde o rovnaké údaje, napríklad Služobný, sídlo spoločnosti, štat v ktorom sa nachádza sídlo spoločnosti, mena ktorá sa používa v danom štáte, je možné si nastaviť ako sa políčka pred-vyplnia pri vytváraní novej jazdy.

# Group settings

# Settings groups

# Travel order (group settings)

Possibility to set one or more configurations for approving travel orders.

  • New group
  • Delete selected
# Travel order (settings)
# Basic
  • Name
  • Shortname
  • Note
# Settings

  • Approval

    • Need to approve travel orders - if clicked, the travel order cannot be terminated without a request and approval

    • Approval steps::

      • Full approval
        1. after creating the travel order, it must be sent to the superior for approval
        2. after returning from the trip and adjusting the values ​​according to reality, it is necessary to send a request for approval of the travel order to the accountant
        3. after approval by the accountant, it is necessary to resend the request for approval to the superior
        4. after the approval of the travel order by the superior, the travel order is locked
      • Complete approval, accountant terminates - same as Full Approval, upon return first approved by the superior and then by the accountant
      • Complete approval, accounting office, accountant
      • Approval after the way, only by superiors
      • Approval after the way, by accountant and supervisors
      • Approval before travel by supervisor, after travel by accountant

    • Approvers - Supervisors - authorized users to approve a business trip as a superiorí

    • Default approver - Supervisors

    • Common email

    • Approvers - General superiors - authorized users to approve a business trip as a general superior before it takes place

    • Default approver - General superiors

    • Common email

    • Approvers - Accountants - authorized users to approve a business trip as an accountant

    • Default approver - Accountants

    • Common email

    • Approvers - Financial controllers

    • Default approver - Financial controllers

    • Common email

    • Approvers - Receptionists - they receive information about the travel order if there is a request for accommodation

    • Default approver - Receptionists

    • Common email

    • Plán zahraničnej cesty musí byť schválený aj generálnym nadriadeným

    • Po schválení plánu cesty pridať prerušenia do dochádzky - automatically adds the set interruption as a scheduled interruption for the given time period

    • Prerušenie - selecting a system break (Business trip)

    • Po schválení plánu cesty upozorniť účtovníka o požadovanej zálohe

    • Po schválení plánu cesty poslať žiadosť o vydanie zálohy

  • Formulár cestovného príkazu

    • Editovať dátum vytvorenia - allows you to edit the date of creation of the travel order
    • Poskytnúť vreckové pri zahraničných cestách
      • Výška nároku - What share, in percentage, of the diet claims goes to the employee as pocket money

  • Výstup

    • Zobraziť dátum podpisovania - does not show the date of signing for the signatures of the superior, general superior, accountant, chief accountant, etc.

# Allocation of groups

By assigning travel order settings to a group or an individual, a group of approvers and the type of approval of travel orders are mainly assigned

  • Company - is set for the entire company
  • Department - is set for the given department
  • Employees - it is set directly for the employee

Note

As a priority, the system behaves according to the settings assigned to the employee, if it does not exist, then according to the assigned settings of the center in which it is located, and if they do not exist, then it behaves according to the company settings.

# Privileges

# Privileges groups

Privileges groups are set to work with the given module, and then the system assigns the user to the given group. Privileges group options:

  • Edit settings
  • Manage - travel order
  • Edit travel order others employees
  • Manage - rides
  • Manage - routes

# Access to departments

It assigns the selected user the authorization to work with the records of the module of the marked center and its sub-centers, that is, in this case, with the travel orders of the selected center. It can be set in the same way as the webVisitor module settings with the Set according to webVisitor module button.

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