Introduction
This documentation supports you in your daily work with codeto report, from time recording and approval through to the company settings. It is aimed at all roles: employees, project managers, supervisors and admins.
How to use this documentation
At the top right of the navbar you will find the role switcher. Choose your role and the sidebar on the left will show only the chapters relevant to you. You can switch role at any time, for example when you as a supervisor need to look up something in the employee context.
On your first visit, an additional banner appears at the top with the four roles to choose from.
What each role sees
Higher roles see everything lower roles see. So even as an admin or supervisor, you still find your own time recording directly in the sidebar without switching role.
- Employees: basics, personal settings, report recording (web and mobile app), additions and expenses, approval basics (status, forward, week closure).
- Project managers: in addition, the full approval process (report control, check variable additions, deputies, week closure overrides), extracts (employees, projects) with the circulation log, approvals in the mobile app.
- Supervisors: in addition, onboarding topics (new employee, codeto report testing).
- Admin: in addition, company settings (approval structure, configure additions, absence management, default working hours, public holidays) and admin-specific actions (report extract, approve as admin, admin report entry).
Direct access remains possible
The role filter is a navigation aid, not access control. By direct link or via the search, you can reach every page, even if it does not appear in your current sidebar.
Terminology
codeto report is often used in groups with several companies; the vocabulary follows from that:
- Company: umbrella term in this documentation. Depending on the organisation also business unit, firm, enterprise or legal entity.
- Branch office: operational unit within a company, e.g. a site or branch.
- Employees: collective term for all users.
- Report: a single time-recording entry, e.g. 15 minutes or 8 hours. A report never covers more than one day.
If your organisation uses different terms, translate them mentally. The functions are the same, only the labels vary.