Set Up and Use Project-Based Time Tracking

In this article, you will learn how to set up, use, and evaluate project-based time tracking in Personio.

Create Projects

  1. Go to Settings > Work Hours and Absences > Attendance > Projects.
  2. In the field Add project... enter the name of your project.
  3. Click on Blue.png Add.
  4. To record the specific hours you worked for a project, select the Available for attendance tracking checkbox. Projects with time tracking activated are flagged by a checkmark placed in front of the project name.

projectbased-timetracking-projects_de.png

 

Edit Projects

  1. Go to Settings > Work Hours and Absences > Attendance > Projects.
  2. Select the project you want to edit.
  3. Click on Edit
  4. Make all your changes.
  5. Click on Submit to save your changes.

 

Assign Projects in Time Tracking

After projects have been created, you can assign individual attendance periods to individual projects via the Attendance tab in the employee profile by following these steps:

  1. Click on day of the attendance
  2. For each set of hours, click on Add Project/Comment
  3. Click on the project drop-down menu.
  4. Select the project you want to assign to the recorded time.
  5. Click on Save.

employee-profile-attendance-track-time-project_en-us.png

 

Delete Projects

You can delete projects at any time. The tracked time corresponding to the project is still recorded in the employee's profile, but no longer linked to the project.

  1. Go to Settings > Work Hours and Absences > Attendance > Projects.
  2. Select the project you want to delete.
  3. Click on the recycling bin Grey.png.
  4. Click on Delete.

Note If you delete a project, the project will also be deleted from the Attendance periods report.

 

How to Track the Time Spent on Projects?

If you activated project-based time tracking, you will see an extra column in your Attendance periods report. This column shows the relevant project allocations. You can export the report in Excel format as usual.

standard-reports-attendance-periods_projects_en-us.png

 

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