Manually add an Activity

Accessing the feature

1. Navigate to Staff → Daily Summary
2. Select the desired date using the date selector at the top
3. In the "Staff Activities" section, click the "+" button

Filling out the activity form

1. Date: Pre-filled with the selected date, modifiable if necessary
2. Type: Choose between:
   • From/To: To specify exact start and end times
   • Duration: To indicate only total hours worked
3. Times:
   • If you chose "From/To": Enter "Start time" and "End time"
   • If you chose "Duration": Enter the total number of hours
4. Individual: Pre-filled with your name
5. Activity type: Select the activity category from the dropdown menu
6. Work mode:
   • ON-SITE - Work in office
   • REMOTE WORK - Smart working from home
   • OFF-SITE WORK - Work at client or other location
7. Billable: Indicate if the activity is billable to the client (Yes/No)
8. Recurring: Specify if the activity repeats regularly
9. Notes: Add any annotations or details about the activity performed
10. Click "SAVE" to record the activity

Important notes

• Manual activities must be consistent with your clock records
• Generated overtime requires separate approval
• Ensure you associate the activity with the correct client if billable