Staffing category widgets related to Logged work

This widget shows the salaries for logged work of employees. The user can add some candidates as employees to some jobs from the project. These employees can log their work and, according to logged work, have some salary. There are a few types of logged work - Hours, Absence, Additions, Piecework, Day pay, Month pay, Overtime, Additions in time, Self-managed absence, and Receipts. Also, work can be approved, waiting to be approved and invoiced.

Widget settings:

General tab contains:

• Widget name.
• Data level (dropdown) - All, Corporation, Department group, Department (default), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers.
• Currency section: Drop-down list where customers can choose currency. After choosing a currency, data in the widget will be displayed in this currency.

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

Articles and status tab contains:

• Articles: Hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Status work checkboxes: To approval, Approved, Invoiced (Checked all by default)

In case the user chooses All data level, then there is no filtration by data level, and the salary for logged work will be shown according to other widget settings.

In case the user chooses the Corporation data level, then the salary for logged work will be shown according to departments that are connected to the Project where Job with employees is present. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are connected to Corporation 1. After choosing Corporation 1 from the widget settings, the salary for logged work will be counted for Projects 1 and 2.

In case the user chooses the Department group data level, then the salary for logged work will be counted according to departments that are connected to the Project where Job with employees is present. This logic is pretty similar to fetching data using the Corporation data level. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are present in Department group 1. After choosing Department group 1 from widget settings, the salary for logged work will be counted for Projects 1 and 2.

In case the user chooses Department data level, then the salary for logged work will be counted according to departments that are connected to the Project where Job with employees is present.

In case the user chooses the Co-worker data level, then the salary for logged work will be counted according to the responsible co-worker from the Project where the Job with employees is present.

Include article types: candidates can log different types of work. Types of work depend on Article type. The user can set different types of work in the Recman system. In the widget settings, there are Hours, Absence, Additions, Piecework, Day pay, Month pay, Overtime, Additions in time and Self-managed absence types of work.

Hours can be set here. When the work week is set, candidates will see these hours and will be available to log them.

Absence can be set here. When absences are set, candidates will see these options and will be available to log them. Users can also set the type of absence – simple absence or self-managed.

Additions can be set here. When additions are set, candidates will see this option and will be available to log it.

Piecework can be set here. When piecework is set, candidates will see this option and will be available to log it.

Day pay can be set here. When Day pay is set, candidates will see this option and will be available to log it.

Month pay can be set here. When Month pay is set, candidates will see this option and will be available to log it.

Overtime can be set here. When Overtime is set, these hours will be counted in case candidates log more hours than are set in the work week.

Additions in time can be set here. When Additions in time are set, candidates will be available to log them.

Logged work can have Approved, To approval and Invoiced statuses. In widget settings, the user can choose which kind of work will be displayed on the widget.

This widget is pretty similar to the Logged work salary widget. The difference is that this widget shows value for invoices. The user can add some candidates as employees to some jobs from the project. These employees can log their work and, according to logged work, have some salary. There are a few types of logged work – Hours, Absence, Additions, Piecework, Day pay, Month pay, Overtime, Additions in time, Self-managed absence, and Receipts. Also, work can be approved, waiting to be approved and invoiced.

Widget settings:

General tab contains:

• Widget name
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

Articles and status tab contains:

• Articles: Salary regular Normal hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Status work checkboxes: To approval, Approved, Invoiced.

In case the user chooses All data level, then there is no filtration by data level, and the invoice for logged work will be shown according to other widget settings.

In case the user chooses the Corporation data level, then the invoice for logged work will be shown according to departments that are connected to the Project where Job with employees is present. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are connected to Corporation 1. After choosing Corporation 1 from the widget settings, invoices for logged work will be counted for Projects 1 and 2.

In case the user chooses the Department group data level, then the invoice for logged work will be counted according to departments that are connected to the Project where Job with employees is present. This logic is pretty similar to fetching data using the Corporation data level. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are present in Department group 1. After choosing Department group 1 from the widget settings, invoices for logged work will be counted for Projects 1 and 2.

In case the user chooses the Department data level, then the invoice for logged work will be counted according to departments that are connected to the Project where Job with employees is present.

In case the user chooses the Co-worker data level, then the invoice for logged work will be counted according to the responsible co-worker from the Project where the Job with employees is present. 

Include article types: candidates can log different types of work. Types of work depend on Article type. The user can set different types of work in RecMan. In the widget settings, there are Hours, Absence, Additions, Piecework, Day pay, Month pay, Overtime, Additions in time and Self-managed absence types of work.

Hours can be set here. When the work week is set, candidates will see these hours and will be available to log them.

Absence can be set here. When absences are set, candidates will see these options and will be available to log them. Users can also set the type of absence – simple absence or self-managed.

Additions can be set here. When additions are set, candidates will see this option and will be available to log it.

Piecework can be set here. When piecework is set, candidates will see this option and will be available to log it.

Day pay can be set here. When Day pay is set, candidates will see this option and will be available to log it.

Month pay can be set here. When Month pay is set, candidates will see this option and will be available to log it.

Overtime can be set here. When Overtime is set, these hours will be counted in case candidates log more hours than are set in the work week.

Additions in time can be set here. When Additions in time are set, candidates will be available to log them.

Logged work can have Approved, To approval and Invoiced statuses. In widget settings, the user can choose which kind of work will be displayed on the widget.

This widget displays a percentage of "Billable hours." Calculation of billable hours is next → (logged hours/work week *(100/position percentage))* 100. Each candidate has Employment. In this employment, the admin can set some Position percentage, which will be counted into the calculation. Also, this calculation counts work only with article_type_id 5 - Picework. For example, the Candidate logged 80 pieceworks today, his work week is 45 hours, and his position percentage is 50%. In this case, the calculation for today will be next → (80/7.5 * (100/50))* 100 = 2133.33%. In this formula, 7.5 = 1 day of the week → 9 hours = 7.5 quantity.

Widget settings:

General tab contains:

• Widget name
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

Article types tab contains:

• Articles: Salary regular Normal hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt

After adding the widget to the dashboard, the settings of this widget are set to Department → Dynamic data level by default. In case the user changes the data level to some other, then the Dynamic option is set by default. Users can choose multiple data levels, and a few options shown as checkboxes. Also, the user can choose some specific (single) option from dropdown, or dynamic. Dynamic option means that information on the widget will be shown according to the logged to the system user. This month period is chosen by default. 

In case the user chooses All data level, then there is no filtration by data level, and billable hours will be shown according to period widget settings.

In case the user chooses the Corporation data level, then billable hours will be counted according to departments that are connected to the Projects where logged work is present. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are connected to Corporation 1. After choosing Corporation 1 from widget settings, billable hours will be calculated from Projects 1 and 2.

In case the user chooses the Department group data level, then billable hours will be counted according to departments that are connected to the Project where logged work is present. This logic is pretty similar to fetching data using the Corporation data level. For example, Project 1 with Job (where some logged work is present) is connected to Department 1, and Project 2 with Job (where some logged work is present) is connected to Department 2. These departments are present in Department group 1. After choosing Department group 1 from widget settings, billable hours will be calculated from Project 1 and 2.

In case the user chooses Department data level, then billable hours will be counted according to departments that are connected to the Project where Job with employees is present.

In case the user chooses the Co-worker data level, then billable hours will be counted according to the responsible co-worker from the Sub job where the candidate who logged work is present.

This widget shows logged work by employees with different article types and shows data for a year by month from January to December. Logged each article by employees present on the widgets as quantity of each article (logged one article for one day will be present as “1” value on the widget chart) and total number in each month logged by every employee added to the selected project, all articles have their own color. Article types are: Salary, Absence, Addition, Deduction, Piecework salary, Day pay, Month pay, Overtime, Timebased addition, Guarantee salary, Guarantee salary addition, Self managed absence, Receipt.

Widget settings: 

General tab contains:

• Widget name
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers
• Toggle - 'Use simplified display of numbers' toggle works with values that contain minimum three numbers (similar to other Simplified toggles).

Articles and status tab contains:

• Articles: Hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Status work checkboxes: To approval, Approved, Invoiced.

After adding a widget to the Dashboard, widget settings are set to: General tab: Data level is Department, Department data level is Dynamic, “Use simplified display of numbers” toggle is turned off. In the Articles and status tab, all are deselected.

All data for data levels (except ALL) are present according to the “Responsible co-worker” added in the Project.

General tab:

If the admin selects All data level, data from all corporations will be shown on the widget, and no filtration will be applied.

If the admin selects Corporation data level, Dynamic level is set (default value), all logged articles will be shown on the widget according to the Project, which is connected to departments that are present in selected corporations. 

For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Department 1 and 2 are connected to Corporation 1. After choosing Corporation 1 from the widget settings, the widget will show information from Project 1 and 2.

For the 'Choose multiple' level, all Corporations are present as checkboxes and can be unchecked. At least one checkbox must be checked.

If the admin selects Department group data level, Dynamic level is set, data is shown according to the Project, which is connected to departments that are present in the Department group. For example, Project 1 is connected to Department 1 and Project 2 is connected to Department 2. Department 1 and 2 are present in Department group 1. After choosing Department group 1 from widget settings, the widget will show information from Project 1 and 2.

A list of all departments is shown as a list of checkboxes if the 'Choose multiple' data level is selected. At least one checkbox must be selected.

If the admin selects the Department data level, the Dynamic data level is set, and data is shown according to Projects that are connected to the department chosen from widget settings.

If the admin selects the Co-worker data level, the Dynamic data level is set, and data is shown according to the co-worker connected to the Project.

A list of all employees is shown as a list of checkboxes if the 'Choose multiple' data level is selected. At least one checkbox must be selected.

Articles types are present at the bottom of the widget: Salary, Absence, Addition, Deduction, Piecework salary, Day pay, Month pay, Overtime, Timebased addition, Guarantee salary, Guarantee salary addition, Self-managed absence, and Receipt.

Each article can be unchecked on the widget, at least one article must be checked.

After adding a widget to the Dashboard, the default settings are: 

General tab - Data level is Department and Department is Dynamic, “Use simplified display of numbers” is turned off.

Articles and status tab - all Article types are unchecked, Status work - To approval, Approved, and Invoiced are checked.

To register work or any of the available articles, navigate to the RecMan → Projects → Job and select your project with employees → click on Register work button.

Open Job with Log work functionality, and make sure that the right employee is selected in the drop-down menu at the top of the page.

The history of logged articles is presented as a table at the bottom of the page. See how to log all articles here.

This widget shows registered salary, paid for employees, by statuses - “To approval”, “Approved”, “Salaried” and the Total sum of all articles.

All data on the widget is separated by three statuses, each status shows the sum of the registered salary. Each status has its own color.

Widget settings:

General tab contains:

• Widget name
• Data level (dropdown) -  All, Corporation, Department group,Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers
• Currency selection section: Drop-down list where customer is able to choose currency. After choosing currency data in the widget must be displayed in this currency. (Select currency by default - no data is shown on the widget)
• Toggle: 'Use simplified display of numbers' toggle works with values that contain minimum three numbers (similar to other Simplified toggles).

Period tab contains:

• Standard (drop-down) - Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down) - Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down) - Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

Articles and status tab contains:

• Articles - Salary regular Normal hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Status work checkboxes - To approval, Approved, Salaried.

After adding a widget to the dashboard, default settings are set: Data level is Department, Department is Dynamic, Use simplified display of numbers is turned off.

To register salary for status work To Approval type, log any article for your employee in the active project, registered working hours and salary will be present in the table Logged work (Project - Log work), wait until data fetch to the widget.

To register salary for status work Approved type, log any article for your employee in the active project, select registered work by checking the checkbox in the Logged work table, and approve work by clicking the Approve work button.

Approved work is shown with a status icon - “Approved” and “Salary paid.” After this step, the admin can prepare an invoice and pay the salary for the currently registered work.

To register Salaried type, approve logged work for an employee, open the “Logged work” page, check approved work and click on the Mark as invoiced button.

After marking it as invoiced, the admin can create Payroll. To do that, navigate to the Plus button and select Payroll.

On the Payroll page, mark the checkbox for new registered and invoiced work, click on the Create paycheck button, and a screen with successful action will be shown with the message Paychecks created.

All work statuses are shown on the widget with their own colors in Light and Dark mode.

If the toggle “Use simplified display of numbers” is turned ON, values less than 1000 are simplified and shown with an apostrophe as 0’, and values bigger than 999 are simplified and shown with an apostrophe at the end of the number.

This widget shows registered salary (all functional and UI is similar to the “Logged work salary by status” widget), paid for employees, by statuses - “To approval,” “Approved,” “Invoiced,” and the Total sum of all articles.

All data on the widget is separated by three statuses, each status shows the sum of the registered salary. Each status has its own color.

Widget settings:

General tab contains:

• Widget name
• Data level (dropdown) - All, Corporation, Department group, Department (default to users department), Co-worker.
• Department (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/ co-workers.
• Toggle: 'Use simplified display of numbers' toggle works with values that contain minimum three numbers (similar to other Simplified toggles).

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month(default), Previous month, This quarter, Previous quarter, This year, Previous year
• Custom period (drop-down): Custom month, Custom quarter, Custom Year, Custom Period 
  • Checkboxes *if Custom period is selected: January, February, March, April, May, June, July, August, September, October, November, December
• Year *if Custom period is selected (drop-down): Previous year, This year, Next year, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015

Articles and status tab contains:

• Articles: Salary regular Normal hours, Absence, Additions, Deductions, Piecework, Day pay, Month pay, Overtime, Additions in time, Guarantee salary, Guarantee salary addition, Self-managed absence, Receipt
• Status work checkboxes: To approval, Approved, Invoiced.

After adding a widget to the dashboard, default settings are set: Data level is Department, Department is Dynamic, Use simplified display of numbers is turned off.

To register salary for status work To Approval type, log any article for your employee in the active project, registered working hours and salary will be present in the table Logged work (Project - Log work), wait until data fetch to the widget.

To register salary for status work Approved type, log any article for your employee in an active project, select registered work by checking the checkbox in the “Logged work” table, and approve work by clicking the Approve work button.

Approved work is shown with a status icon - “Approved” and “Salary paid.” After this step, the admin can prepare an invoice and pay the salary for currently registered work.

To register Invoiced type, approve logged work for employees, open the “Logged work” page, check approved work and click on the “Mark as invoiced” button. 

All work statuses are shown on the widget with their own colors in Light and Dark modes. If the toggle “Use simplified display of numbers” is turned ON, values less than 1000 are simplified and shown with an apostrophe as 0’, and values bigger than 999 are simplified and shown with an apostrophe at the end of the number.

This widget shows the value for approved and not approved logged work.

Approved = green.

Not approved = red.

A tooltip is shown after hovering the Approved or Not Approved sections from the widget:

Widget settings contain General and Period tabs:

General tab contains:

• Widget name section - field where the user can change the widget name
• Data level section:
  All;
  Corporation;
  Department group;
  Department (dynamic data level by default);
• Use simplified display of numbers toggle - Off by default

Period tab contains:

Standard and Custom period radio buttons.

1. Standard dropdown:

• This week;
• Previous week;
• This month (by default);
• Previous month;
• This quarter;
• Previous quarter;
• This year;
• Previous year.

2. Custom period:

• Custom month;
• Custom quarter;
• Custom year;
• Custom period.

The widget shows logged work with total salary and invoice values per company.

Widget view:

• Company
• Hours (type: numbers. Total number of logged work)
• Heads (type: numbers. Number of unique employees for the logged work above)
• Salary (type: money numbers. Total amount of salary)
• Invoiced (type: money numbers. Total amount of invoice)

Widget settings:

General tab contains:

• Widget name input field
• Data level (drop-down) - All, Corporation, Department group, Department (default), Co-worker.
• 'Data level options' (drop-down) - Dynamic (default), Choose multiple, Specific corporations/ departments/department groups ('Data level options' drop-down is shown after selecting the appropriate option from the Data level drop-down. The user can choose Dynamic or multiple (Specific corporations/departments/department groups)
• ‘Widget view’ section (checkboxes) - All checkboxes are enabled by default
  • Logged hours (Total number of logged work)
  • Unique employees (Number of unique employees for the logged work above)
  • Salary (Total number of logged work)
  • Invoiced (Total amount of invoice)
• Currency selection: drop-down list where the user can choose currency. After choosing currency data in the widget is displayed in this currency.
• Toggle - The 'Use simplified display of numbers' toggle works with values that contain a minimum of three numbers (similar to other Simplified toggles). (disabled by default)

Period tab contains:

• Standard (drop-down): Today, Yesterday, This week, Previous week, This month (default), Previous month, This quarter, Previous quarter, This year, Previous year.
• Custom period (drop-down): Custom month (default), Custom quarter, Custom year, Custom period, Custom date period.
  • Custom month (checkboxes): January, February, March, April, May, June, July, August, September, October, November, December (current month by default)
  • Custom quarter (checkboxes): Q1, Q2,Q3,Q4 (current quarter by default)

  In case Custom month/Custom quarter is selected  the  Year (drop-down) appears (Previous year, This year, Next year, 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015)

  • Year (drop-down): 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015
  • Custom period: The user can choose any number (from 1 to 1000) of Days, Weeks, or Months back in time.
  • Custom date period: the user can choose a date From one date To another date
  • Toggle ‘Follow the current date’  (it is available when the user chooses the Custom date period)
    If the option «Follow the current date» is enabled, the date «To» is automatically set to the current date, and the field «To» is disabled for manual entry.

Articles tab contains:

• ‘Article type’ section (checkboxes) - ‘Select all’ by default. 
  • Regular hours
  • Absence
  • Addition
  • Deduction
  • Piecework
  • Day pay
  • Month pay
  • Overtime
  • Time addition
  • Guarantee salary
  • Performance salary
  • Self-managed absence
  • Receipt

• ‘Contains only’ section (Checkboxes)
  • Work with invoice values other than zero
  • Work with salary values other than zero
    
    Default state - unchecked.

Widget sorting

Sorting for the "Company", "Salary", "Invoiced", and “Logged Hours” columns is done by clicking on the titles. Sorting by Descending is by default for the "Invoiced" column. Sorting includes two clicks for each column (descending/ascending) with autosave of the states. In case there is not enough space for all items of the widget ”Show more” button appears. Click on the button to add a scroll for the widget window.

"Download spreadsheet" feature

The spreadsheet includes the next data:

1. Company
2. Salary
3. Invoiced
4. Logged hours
5. Unique employee

The user can set/edit/delete and view the logged work from the Logged work page in the RecMan for the necessary Company: