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leon:per-diems [2016/07/19 12:01] rafal [Diets Definitions] |
leon:per-diems [2019/01/26 09:51] (current) bartek [Per Diems Definitions] |
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Section **Per Diems** fascilitates calculating and generating allowance reports for the crew. Before you can start using this feature, you need to set up how per diems should be calculated - the currency, the rates, should the day-rate be the same for all airports, etc... | Section **Per Diems** fascilitates calculating and generating allowance reports for the crew. Before you can start using this feature, you need to set up how per diems should be calculated - the currency, the rates, should the day-rate be the same for all airports, etc... | ||
- | For more advanced settings (see examples below) please contact [[support@leonsoftware.com]] | ||
- | * for which month should per diem be calculated if it started in month ' | ||
- | * should one specific airport currency represent all other airports in the same country (i.e. all per diems for flights to airports in U.K. can be represented by LTN or STN) | ||
- | * should per diems be calculated from the start to the end of one FDP, or should it be calculated per number of overnight stays away from homebase | ||
===== Per Diems Definitions ===== | ===== Per Diems Definitions ===== | ||
- | Go to Settings > Per Diems Definitions to add appropriate data, so that the panel works properly and the wages match performed flights by your crew members. | + | [{{ : |
- | There are **2** modes available: | + | Go to Settings > Per Diems Definitions to add appropriate value into the ' |
- | ==== Normal ==== | + | Here open the filter and select year, month and the person. If you leave ' |
- | [{{ :leon: | + | The page shows 3 columns: |
- | In this mode you can see columns such as: | + | - **For** - shows year & month selected in the filter. |
+ | - **Person** - code & name/ | ||
+ | - **Links** - PDF/ | ||
+ | At the bottom | ||
- | * **Airport** - if the day rate is the same for all airports, it should remain set as ' | ||
- | * **Month** - you can select for what month per diems should be counted - for a specific airport. | ||
- | * **Currency** - choose the currency in which per diems should be counted. | ||
- | * **Currency day rate** - the amount of money for a single per diem - it can differ for different airports. | ||
- | * **Currency/ | ||
- | <html> | + | If you need to get per diems for time spent **outside hombase** only - use a report Crew > Per Diems (check [[leon:report-per-diems|THIS]] link for more details). |
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- | **__Example__**: | ||
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- | Default currency is set as **EUR**. There are **2** airports, for which per diems should be calculated in a different currency: **STN** - currency **GBP**, **SSH** - currency **USD**. When the column ' | ||
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- | ==== Workflow ==== | ||
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- | In this mode you can define the **workflow** of calculating, | ||
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- | * **PILOT' | ||
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- | If you use ' | ||
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- | Once **Diets Report** is available to your pilots, they can access it in the section Crew > Per Diems and check their per diems for a selected month (it can be selected in the **filter**). If no month is selected in the filter, Leon will display per diems for the whole year. | ||
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- | On the screen a pilot can see for what month per diems are displayed, his code - name and 2 active icons: < | ||
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- | Once diets have been approved by a pilot, the **status** changes from 'ready for approval' | ||
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- | Diets approved by a pilot are being sent to a chief-pilot for his approval. Once it's approved, the status on pilot' | ||
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- | The pilot who's diet has been **recorded & accepted** for payment by accounting dept will see his status as **recorded** and **paid**. | ||
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- | Again - when clicking on icon ' | ||
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- | * **CHIEF-PILOT 'S VIEW** | ||
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- | A chief-pilot approves diets of other pilots. When he enters Crew > Per Diems section, he can decide what view should be displayed by marking appropriate options in the filter. | ||
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- | All diets approved by pilots are displayed on the screen and are ready to be approve by the chief-pilot, | ||
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- | When a chief-pilot clicks on ' | ||
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- | If a chief-pilot has **rejected** pilot' | ||
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- | If a pilot' | ||
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- | * **ACCOUNTING DEPT VIEW** | ||
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- | A person responsible for payments can view a list of all diets (if all checkboxes in the filter are marked): both approved by a chief-pilot as well as those ready for approval. | ||
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- | {{: | ||
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- | By clicking ' | ||
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- | If all details are correct, the accounting dept person can click **Paid** and that diet will disappear from the list. | ||
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- | ===== 'Per Diems' report ===== | ||
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- | This report allows you to display per diems for all your crew along with the possibility of exporting data to PDF or Excel (either a single crew member or all of them). | ||
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- | Set the date and crew member in the filter. Leon will show bolded crew name and the selected period of time on top. There are few columns in this report: ' | ||
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- | Right below, the number of per diems vs defined currencies is displayed. They are separated by the total number of per diems and converted amount of money into default currency. | ||
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- | The report also shows the list of per diem locations and the number of nights at particular airports. | ||
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