206 lines
20 KiB
HTML
206 lines
20 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="en">
|
||
|
||
<head>
|
||
<title>Schedule compliance</title>
|
||
<meta name="generator" content="Help+Manual" />
|
||
<meta name="keywords" content="" />
|
||
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
|
||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<meta name="description" content="For managers, BRIX offers a schedule compliance monitoring tool. It demonstrates how many tasks the employees have completed on time and how many tasks are overdue. You can use..." />
|
||
<meta name="picture" content="" />
|
||
<meta property="og:type" content="website" />
|
||
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
|
||
<meta property="og:url" content="https://brix365.com/en/help" />
|
||
<meta property="og:image" content="" />
|
||
<link rel="icon" href="favicon.png" type="image/png" />
|
||
|
||
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
|
||
<link rel="stylesheet" href="./jquery-ui.min.css" />
|
||
<link rel="stylesheet" href="default.css" />
|
||
<link rel="stylesheet" href="./search-yandex.css" />
|
||
<link rel="stylesheet" href="./article.css" />
|
||
<link rel="stylesheet" href="./glossary.css" />
|
||
<link rel="stylesheet" href="./theme.css" />
|
||
<script type="text/javascript" src="jquery.js"></script>
|
||
<script type="text/javascript" src="helpman_settings.js"></script>
|
||
<script type="text/javascript" src="helpman_topicinit.js"></script>
|
||
|
||
<script type="text/javascript" src="highlight.js"></script>
|
||
<script type="text/javascript">
|
||
$(document).ready(function(){highlight();});
|
||
</script>
|
||
</head>
|
||
|
||
<body>
|
||
|
||
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
|
||
|
||
<header class="header elma-365">
|
||
<div class="container">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-en.svg" alt="header logo">
|
||
</a>
|
||
<!-- <div class="hero__search-form" id="search-panel">
|
||
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
|
||
<label class="search-form__label">
|
||
<span id="reset-search" class="search__icon"></span>
|
||
<input class="search-form__input" type="text">
|
||
</label>
|
||
<input class="search-form__submit" type="submit" value="Submit">
|
||
</form>
|
||
</div> -->
|
||
|
||
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
|
||
<div class="hero__search">
|
||
<a href="#" id="search-icon" class="hero__search-icon">
|
||
<img src="search-icon-white.svg" alt="search string">
|
||
</a>
|
||
<a href="#" id="side-menu-icon" class="hero__side-icon">
|
||
<img src="side_menu.svg" alt="side menu">
|
||
</a>
|
||
</div>
|
||
<div class="header__navi">
|
||
|
||
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
|
||
|
||
|
||
</div>
|
||
</div>
|
||
|
||
</header>
|
||
|
||
|
||
|
||
|
||
<main class="main container">
|
||
|
||
<aside class="sidebar" id="sidebar">
|
||
<div class="sidebar__header">
|
||
<a class="header__logo" href="https://brix365.com/en/help">
|
||
<img src="./logo-light-en.svg">
|
||
</a>
|
||
<span class="sidebar__close elma-365-close" id="close"></span>
|
||
</div>
|
||
<div class="sidebar__wrapper" id="side-menu">
|
||
|
||
</div>
|
||
</aside>
|
||
|
||
<article class="article" id="article">
|
||
<div class="article-inner">
|
||
<div class="content">
|
||
<header class="article__header">
|
||
<div class="article__bread" style="display:flex; gap:10px;">
|
||
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
|
||
|
||
<div class="topic__breadcrumbs">
|
||
<p>Basic features > User profile / Schedule compliance</p>
|
||
</div>
|
||
|
||
</div>
|
||
<div class="topic__title"><h1 class="p_Heading1" style="text-align: center; line-height: 1.20; margin: 19px 0 19px 0;"><span class="f_Heading1" style="font-size: 32px;">Schedule compliance</span></h1>
|
||
</div>
|
||
|
||
</header>
|
||
<section class="article__content">
|
||
<div class="scroll-top-inner">
|
||
<a href="#h1-article" class="scroll-top"></a>
|
||
</div>
|
||
<!-- Placeholder for topic body. -->
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For managers, BRIX offers a schedule compliance monitoring tool. It demonstrates how many tasks the employees have completed on time and how many tasks are overdue. You can use these data to analyze the company performance and calculate performance-based bonuses.</p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">How is schedule compliance calculated</span></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Schedule compliance is displayed in percentages and represents the ratio between tasks completed on time and the total number of tasks. It includes all tasks that have been closed by the current moment starting from the first day of the month. For instance, if in January you were assigned a total of 10 tasks, but only 7 of them were done on time, while 2 were completed past due date and one is overdue and not completed, your schedule compliance rate will be 80%.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">For calculation, BRIX uses the following formula:</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-style: italic; font-weight: bold;">((total number of tasks – number of overdue tasks) / total number of tasks) * 100%</span><span style="font-weight: bold;">.</span></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><span style="font-style: italic; font-weight: bold;">(Number of tasks completed on time х Coefficient 1) + (Number of overdue and completed tasks х Coefficient 0,5) + (Number of pending overdue tasks х Coefficient 0) / Total number of tasks) х 100%.</span></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">If the schedule compliance rate goes below a certain level, its color changes to red, so you can immediately notice the problem and take measures.</p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">View schedule compliance </span></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Go to the main page menu and click <span style="font-weight: bold;">Company > Schedule Compliance</span>. Here you will see your personal schedule compliance and the rates of your employees. Also, here you can <a href="360011473699.html#report" class="topiclink">download a schedule compliance report</a> by clicking <span style="font-weight: bold;">Export to XLS</span>.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"><img alt="SC 1" width="678" height="542" style="margin:0;width:678px;height:542px;border:none" src="hmfile_hash_672bec40.png"/></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;"> </p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To view the detailed statistics of a particular employee, click on his or her name. Their profile will open, showing data over the last five months including the number of completed and overdue tasks in the categories: <span style="font-weight: bold;">Completed on time</span>, <span style="font-weight: bold;">Overdue and completed</span>, <span style="font-weight: bold;">Pending - not overdue</span>, <span style="font-weight: bold;">Pending - overdue</span>.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">Another way to view a user's profile is to click on the user's name, say, in a chat or on a task page. Anyone can view their own schedule compliance rate by clicking on their name in the top right corner of BRIX.</p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><span class="f_Heading2" style="font-size: 24px;">Set up schedule compliance</span></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">If the schedule compliance rate goes below a certain number, it's color changes to red. The default threshold value is 70% but you can easily change it in <span style="font-weight: bold;">Administration > Schedule Compliance. </span></p>
|
||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало внимание</span></p>
|
||
<p style="line-height: 1.20; margin: 14px 0 0 0;">Only users included in the <a href="360006871932.html" class="topiclink">Administrators</a><span style="font-weight: bold;"> </span>group can change the schedule compliance settings.</p>
|
||
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец внимание </span></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="SC 3" width="679" height="296" style="margin:0;width:679px;height:296px;border:none" src="hmfile_hash_f1e09d76.png"/></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">In <span style="font-weight: bold;">Administration > Schedule Compliance </span>you can also specify users who will be able to view the schedule compliance rates of all company employees. By default, managers can only see statistics of people from their own departments. However, it might be convenient for the Chief Commercial Officer or the Head of HR to have access to all the company's data.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sc 4" width="679" height="370" style="margin:0;width:679px;height:370px;border:none" src="hmfile_hash_c4ddbc34.png"/></p>
|
||
<h2 class="p_Heading2" style="line-height: 1.20; margin: 19px 0 0 0;"><a id="report" class="hmanchor"></a><span class="f_Heading2" style="font-size: 24px;">Export a schedule compliance report</span></h2>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 19px 0 0 0;">Employees with appropriate permissions can download the schedule compliance report for any company department. To grant such permissions go to <span style="font-weight: bold;">Administration</span> <span style="font-weight: bold;">></span> <span style="font-weight: bold;">Schedule Compliance</span> section.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">To download the report, go to <span style="font-weight: bold;">Company > Schedule Compliance, </span>select the department you need, specify the time period (month, quarter or year), and click <span style="font-weight: bold;">Export to XLS</span>.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">The report shows how many tasks each employee completed on time, how many remain open, and how many are overdue.</p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;"><img alt="sc 5" width="702" height="154" style="margin:0;width:702px;height:154px;border:none" src="hmfile_hash_f2d6823e.png"/></p>
|
||
<p class="p_Normal" style="line-height: 1.20; margin: 14px 0 0 0;">This report can be useful, for example, for a payroll accountant for calculating monthly bonuses. Heads of departments have access to statistics of their employees and can download the schedule compliance report for the selected month, quarter or year.</p>
|
||
|
||
<div class="bottom-nav">
|
||
|
||
<a id="prev-link" class="topic__navi_prev" href="360016631091.html">
|
||
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
|
||
class="bottom-nav__link">360016631091.html</span>
|
||
</a>
|
||
|
||
|
||
<a id="next-link" class="topic__navi_next" href="360027248771.html">
|
||
<span class="bottom-nav__link">360027248771.html</span> <span
|
||
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
|
||
</a>
|
||
|
||
</div>
|
||
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
|
||
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
|
||
|
||
</section>
|
||
</div>
|
||
<aside class="article__sidebar" style="display:none">
|
||
<input type="checkbox" />
|
||
<div class="article__arrow"></div>
|
||
<div class="table-of-contents elma365-right" id="toc2Content">
|
||
<h3 class="h3-toc">In this topic</h3>
|
||
<nav id="toc2"></nav>
|
||
</div>
|
||
</aside>
|
||
</div>
|
||
</article>
|
||
</main>
|
||
<footer class="footer">
|
||
<div class="footer-container">
|
||
<div class="footer-mobile">
|
||
|
||
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
|
||
|
||
|
||
</div>
|
||
<div class="footer-wrap">
|
||
|
||
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
|
||
|
||
<div class="footer-flex-b">
|
||
<span class="footer-copy">© 2025 BRIX</span>
|
||
<ul class="footer-list">
|
||
|
||
<li class="footer-item">
|
||
<a href="#" class="arrow-top" style="display: block;"></a>
|
||
</li>
|
||
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</footer>
|
||
<iframe name="hmnavigation" style="display:none!important"></iframe>
|
||
<script src="./jquery-ui.js"></script>
|
||
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
|
||
<script src="./jquery.tocify.min.js"></script>
|
||
<script src="./TypoReporter.min.js"></script>
|
||
<script src="./google-search.js"></script>
|
||
<script src="./main.js"></script>
|
||
</body>
|
||
|
||
</html>
|