Add an activity in Kleer
Create an activity and set whether it is invoiceable, affects payroll under the pay agreement, and how the time is rounded.
An activity is what you report time on. It decides whether the time can be invoiced, whether it affects payroll and what it costs internally. Activities are created under Settings > Activities.
If you want to understand the concept first, see Activities: what the word means and how they are handled in Kleer.
Create the activity
Choose New activity and enter the name. The settings that apply to the reporting itself are under the General tab.
Description is shown as help text for the person who reports time on the activity. It is worth filling in when it is not obvious what belongs here.
Comment required when time is recorded forces a comment. Note that this applies to the internal comment, which is for internal use and is not shown on the invoice to the customer.
Internal hourly cost per hour is used as a suggestion when internal cost is set in a userâs time reporting settings. It is a starting point, not a locked value.
Invoiceable
Tick Invoiceable if time on the activity should be possible to invoice. The details are then set under the invoicing tab.
Rounding off of invoiced hours rounds the reported hours automatically before invoicing. The rounding can be overwritten in the invoicing basis, so it is a default and not an obstacle.
The price is taken from the chosen product and shown in blue text. A blue figure therefore means an inherited value, and you can overwrite it with one of your own.
Affecting payroll
If time on the activity should be able to affect payroll, you make a setting for it. Which setting it is depends on which payroll engine you use.
The current payroll engine
Tick Affecting payroll. The activity is then linked to a payroll item, and a formula for impact on payroll decides the price of the payroll item per hour. Values are entered in kronor.
If the activity should affect comp time, there is a separate formula for effect of time off in lieu (TOIL).
The new payroll engine
With the new payroll engine the activity is linked to a pay item instead of a payroll item. Contact your Kleer consultant for help with setting this up.
Add the activity to a project
Once the activity exists, you link it to the project. If you are reporting time and the activity is missing on the page, use Add project under the table, or the green plus sign to the right of the projectâs total if the project is already shown.