Work time

Severa is an efficient work time reporting tool that allows you to report work hours to both sales and internal cases. All entries are tied to specific cases and work or travel types. This feature makes it easier to monitor case costs more accurately.

The Work time entry page (see figure below) shows the total number of work hours for the current month and a breakdown of billable and productive hours. All billable hours you enter in your work time entry sheet are automatically available for invoicing purposes. Hours cannot be edited once they have been invoiced.

The Work time entry page also lists the five cases you have worked on most within the current month. These cases are displayed as a pie chart. To see the actual amount of reported hours for each case, place your mouse cursor on a pie section. Your current allocations for different cases are listed under Allocations and tasks. Reminders and to-do's are listed under Activities.

Figure: Work time entry example

You can add multiple work entries per day. Days which contain closed work hour entries are displayed in green on the on the Work time entry page calendar.

You can add your work time entry sheet to your dashboard to make the daily reporting of work hours easier. When your work time entry sheet is on the dashboard, only the work time entries of the current day are displayed (see figure below). For information on adding content to your dashboard, see Customizing your dashboard.

Figure: Work time entry on the dashboard

The work time entry sheet will be empty when you report your hours for the first time. Previously entered data will be displayed on all subsequent work time entry sheets.

Travel time is reported in the same manner as work time. Just like work types, available travel time options are company-specific.

To add a new work time entry:

1. Point to New and select Work time entry.
2. Select the date for which you want to report your hours from the calendar.
3. Click on the Select case field and select the applicable case from the folder structure that opens.
4. Select the work or travel type from the Please select drop down menu.
   • Work type is for normal work hours. The list contains all available work types specified in your company, regardless of your role.
   • Mileage is for business travel which is reported as covered mileage. Depending on your company, several options may be listed.
   • Per diem is for business travel which is reported as daily hours. Depending on your company, several options may be listed.
5. Enter the hours (or miles/kilometers for mileage-based travel) for the task in the h (m/km for mileage-based travel) field.
6. Enter a brief description of your work in the Description field. Note that depending on the settings, this value may be used in invoices.
7. To add another task, repeat steps 3-6.
8. Click Save or Save and close. If you choose Save and close, the date is shown in green on the calendar. Closed days are an easy way to keep track of days with reported work time. In both cases, the entry can be edited until the hours are invoiced.

You can modify existing work entries that have not been invoiced. You can also print work entries on any printer available on your computer.

To edit work time entries:

1. Open your work time entry sheet by pointing to New and selecting Work time entry.
2. Use the calendar to select the applicable date.
3. Make the necessary modifications.
   • To add a new entry, see the instructions above.
   • To modify an existing entry, simply replace any incorrect information with new data.
   • To delete an existing entry, click the icon.
4. Click Save.

To print work time entries:

1. Open your work time entry sheet by pointing to New and selecting Work time entry.
2. Click the icon.
3. Select the desired printer from the open printer dialog window.
4. If you chose to print to file, enter a descriptive name for the file and save it to a desired location.

The easiest way to report vacation and sick leaves is to use the Activity management additional service. If your company has not deployed the service, you can create the necessary non-productive work types for vacation time and sick leave reporting. For more information on creating work types, see Work time and travel settings.

Please see the Stopwatch article if you're interested in other time tracking options.