Create new work type

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can create various types of hourly registrations via work types. Each work type may or may not be billable and each work type is linked to its own sales item (which in turn is linked to a Gl account).

Hover your mouse over the Calendar icon in the navigation bar, under Settings click on Work types and then in the now-opened screen click on the New work type button.

The following screen is opened:

General

• Description: In principle, this description will also be included on the invoice (you can still adjust it manually per invoice).
• Active: Select this to ensure the work type can be used.
• Billable: Indicate whether or not the work type is billable.
  Non-billable Activities are registered (see Activities and Employee hours, on the left in Calendar) but are not included on the invoice.
  If billable, select a sales item from the list by clicking on the magnifying glass.
• Unit: Select the time unit used when registering activities for this work type.
  However, everything is stated in hours on the overviews; it is therefore purely about input.
• Set to completion upon creation: the activties for this work type are immediately set to completion when creating.

Input

• Only notes can be added: Here you indicate whether notes can be changed later or not.

Document(s)

• Display the linked document (for example,work sheet): when opening the task, the linked document is shown.
• Folder/tab for attachments: Choose in which folder/tab the linked documents are stored.

Approval

Indicate here by whom the activities for this work type may be approved / invoiced.

If nothing is selected or entered in the 'Approval' section, the person for whom the hours worked have been entered is also the person who can / may approve and / or invoice the relevant hours.

A user with the role 'Management' role can always approve and / or invoice all hours.

1. Project manager: At this setting, the project manager can approve and / or invoice the working hours.
2. Manager: This setting ensures that the manager of the employeecan approve and / or invoice the working hours of the employee .
3. Specific person: Here you can set a user or who can approve and / or invoice the working hours.
4. Send mail: if selected, a notification e-mail will be sent to one of the persons who can approve the work, if nothing is entered at point 1. the mail will go to 2. or 3. respectively.

The Approval of realization function is NOT used at the work type settings.