Create and edit Personnel
Content
Introduction
One mandatory requirement for the operation of the time recording is the entry of persons who want to use the time recording.
All other functions (e.g. self-management, entering target hours, etc.) can also be used, but do not have to be used.
The creation of the personnel list is explained here.​
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Step 1
Click button personnel
or open menu
Personnel Accounting > Personnel.
Step 2
Click button "New" to create a new person.
Step 3
Fill in personnel data.
Fields marked with a red star * must be filled out. All other fields can be used voluntarily.
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1. Surname
2. First Name
3. Personnel Type
4. Organization Affiliation
5. Personnel number
Step 4
Set login details.
For people who should record times in FrogTime, the field "Has Login" must also be ticked. Then additional input fields open, which have to be filled in for access to Frogtime.
There are different roles available, e.g.:
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Role "My time recording": For Employees who only do time recording,
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Role "Personnel and Accounting": For employees who do monthly accounting for all employees (personnel office),
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Role "Administrator": For managers and IT-Administrators
Step 5
Save personnel data without closing!
At the bottom right of the personal information dialog is a "Save" button. This allows you to save the new personal data record without closing.
Step 6
Allocate Projects to the Person.
After saving the data record without closing the dialog, additional tabs are available in the upper part of the dialog.
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Select the "Project Allocation" tab and
click the "+" button.
Check the boxes to select
appropriate projects for the person.
With the assignment of the person to a project,
this person can
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record times on these projects and
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use the activities of these projects.
Step 7
Save personnel data.
At the bottom right of the personal information dialog is a "Save" button. This allows you to save the new personal data record.
To edit the personnel data set again, please double click the data record in the table (yellow line below).
Step 8
Success check:
Login as the person you have just created by using the login link below, which opens the login dialog.
A successful login shows your successful entry in the personnel list.
Generate time entries in the person's login and check if the relevant projects and activities are available for the person.
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Repeat these steps 2 - 6 for everyone who will be creating time entries in FrogTime.