What each User needs to know

If you need to edit or change an Activity event that you have entered, click on the specific attendance event in the Activity Calendar (or integrated calendar). The right sidebar will appear.

When you click on the  icon, editing options appear. To edit, SAVE.

Alternatively, you can make an edit directly in the weekly calendar by dragging the edge of the event, or change the date by moving the entire event to another day.

 

If an activity is set as automatically approved, its status will change immediately. If it is subject to manager approval, the manager is notified of the change and the application waits for his decision.

Editing activity entered using time tracking

By the nature of the time tracking functionality, the option to allow editing of these events is not automatically enabled. If you want to use this option, you must set this option through users with the Administrator or Account Owner role.

Scheduling and reporting work in Sloneek is done in the Calendars/Activities tab. Monthly, weekly and time line views are available. With the combined view and following the permissions you have set, you can see your events, the team you are assigned to and if enabled by role change, then all events across the company.

If a scheduling event is not assigned directly to you by a manager or scheduler, you can enter it directly from the desktop or by clicking or dragging your mouse on the calendar.

You select the event, its time allocation, and choose whether it is a one-off or recurring event. Sloneek checks if there is another duplicate event at that time and save.

FAQ: How do I enter (insert) an activity backwards (to the past)?

If you need to enter an activity back into the past, simply click on the New Activity button and select the desired day and time for which you want to enter the activity. Please note: if your company account settings do not allow you to backdate activities, you will need to contact your manager or HR to have them backdate the activity for you.

Recurring events

If you need to enter a recurring activity in the calendar, select the section you want to repeat. In the repeat event settings detail (small calendar), you then click only on the days on which you want to repeat the segment.

Starting time tracking

To start time tracking, click the Play button in the top right corner of the app. Select the activity you want to measure. Complete it by selecting a work category and start.

FAQ: What is the play button?

Play button is the button in the top bar to start tracking your time on activities.

 

You can find activities in different views on the Dashboard, in the Calendars and in the Reports.

Dashboard

On the Activity bar you can get information about

• the status of all activity events that you have scheduled or time tracked TODAY,
• what is the activity schedule for the next 4 days and
• in the last panel the application shows an overview of the activities worked for the last 6 months.

My activities

In menu Me / My activities you get the detailed overview to your activities.

Calendar view

A calendar view of all the events you are using. In addition to Absence you can see here, in relation to the activated modules, also Attendance and Activities. The general overview calendar offers an overview of all absence, attendance and activity events. In the bar above the calendar you can see view options (monthly, weekly, timeline) and filtering events and users.

 

Note and Comment events (don't forget mentions and attachments)

Click on any event in the calendar to open a dialog box. Here you can cancel the event, see its status and add notes and comments. The note is editable only by the user who created it. The note is also written to the event in the reports.

Reports

Data is displayed for the period specified in the filter header. Data display is subject to permissions by role: 

• User sees only his own data,
• Manager sees his team's data and
• Admin sees all events in the company.

A detailed overview of the activities reports can be found here   .

It is very easy to record a specific work activity that you, as a user, perform within a project for a client. The procedure is as follows:

1. Click on the New Activity button from your desktop or calendar. 
2. A dialog box opens, in which first select which client you did the work for.
3. Depending on this, you will only see the projects that are related to the client.
4. Then select which activity you have performed (e.g. mock-ups) or add the activity category.
5. All that remains is to enter the time range and save.