57 docs tagged with "how-to"

Create a new person in Markular People so they appear in the directory, can be given a position, and become available to schedule and hold competencies.

Add a crew demand to a job in Markular Planner, set how many people each shift needs, and adjust the headcount later as the job firms up.

Add worked-hour and bonus rows to a day, reject an automatic row to keep it out of payroll with a comment, and save common entries as reusable favorites.

Set the competencies a position requires in Markular Skills, so people are only scheduled into roles they are qualified and certified to hold.

Approve, unapprove, or lock individual offshore days to clear a period faster in Markular Timekeeper.

Review the timesheets submitted by the people you manage, then approve or reject them a day at a time or the whole timesheet.

Store files such as a contract or a scanned certificate on a person's record, filed under the document types your organisation has set up.

Read the personnel overview in Markular Planner to see each person on a calendar across dates, with their planned activities and availability over time.

Assign a rotation to many people at once in Markular Planner, preview the outcome before you apply it, and commit the change when it looks right.

See your own flexi-time and time-off-in-lieu balances so you know how much time you have built up or owe as your timesheets are submitted.

Read the live operations overview in Markular Planner to see who is on each installation, who is available, unavailable, or restricted, and trip status.

Confirm the minimum Timekeeper configuration is in place, activity codes, bonus codes, and work schedules, before people start filling timesheets.

Set up the rules behind variable pay so payroll months calculate correctly, covering dedicated-days rules, pay elements, and activity mappings.

Run the Personnel On Board (POB) report in Markular Planner to list who is on each installation for a chosen date, filter the list, and export it to Excel.

Set who can view and manage personnel in Markular by assigning roles and, where used, restricting which people someone is allowed to see.

Open a person's profile and update their contact information, position, personnel category, and other details, then save your changes.

View the crew changes on a job in Markular Planner and export a manifest of who is arriving and leaving on a chosen crew change, ready to share.

Download the current personnel directory from Markular People, with your filters applied, to a file you can share or open in a spreadsheet.

Search, filter, and sort the personnel directory to find the people you need, then export the filtered list to a spreadsheet.

Search and filter the job list in Markular Planner, then read jobs laid out over time on the job plan timeline, all without changing anything.

When you fill a demand in Markular Planner, use the ranked candidate list to compare people on competency match and availability, and place the best fit.

Add many people to the directory at once from a file, instead of creating each person by hand, when onboarding a crew or migrating records.

Create and work a payroll month in Timekeeper so bonuses and allowances are calculated, entries are checked, and the month is ready for export.

Add, edit, and remove the activity codes that people choose from when they record their worked hours on a timesheet in Markular Timekeeper.

Add, edit, and remove the bonus codes for allowances such as offshore, night, overtime, and standby that Timekeeper works out automatically.

Add and maintain the customers that Planner jobs are created for in Markular, so every job can point at a real customer from the start.

Add, edit, deactivate, and reactivate positions in Markular People, and see how each position sets the competencies expected of the person who holds it.

Define the shift patterns and rotation cycles that the rest of Markular Planner uses to schedule crew, so your planning runs on real working patterns.

Organise how crew reach a job in Markular Planner by recording travel times (left heliport, arrived rig, and the return legs) and keeping each trip's status up to date.

Add, edit, and remove the standard daily working-hour definitions (start time, end time, hours per day) that timesheets draw on in Markular Timekeeper.

Link a person's People position to a Planner job role in Markular so the schedule knows which people can fill each role it asks for.

Learn how to move between the People, Planner, Timekeeper, and Workspace modules and find the screen you need in Markular.

Use Explore, Full chart, and Departments in the read-only org chart to understand reporting lines, positions, and the people who hold them.

Open the Markular Planner schedule board, read the Gantt of who is on and off, filter it down, and see which people can fill a slot.

Require evidence for selected competencies, find holdings without attachments, and understand how documentation affects Planner compliance.

Approve, reject, or send back the competencies and documents that people submit through self-service before they become part of their record.

Open the competence gap analysis in Markular People to compare the competencies people are expected to hold against what they actually hold.

Open and filter the documents report in Markular People to see which documents your crew hold on file and spot what is missing or expiring.

See how much of each person's annual man-year the plan has used, how much is left, and the overtime building up as of a date you choose, then export to Excel.

Preview, generate, and download the payroll export file in Timekeeper from months that have had the final payroll sign-off.

Open, filter, sort, and page through the personnel report in Markular People to review your workforce records in one table, and edit values in place.

Run the utilization report in Markular Planner to see how much of your crew's available time is planned over a chosen period, by department or by person.

Search across all your personnel to find who holds a given competency or certificate, for example everyone qualified for a task or a role.

Set a person's on and off days from their year plan in Markular Planner, and add day activities such as a course, travel, or standby.

Configure the automatic reminders that warn when certificates and documents are approaching expiry, choosing who is notified and how far ahead.

Add, edit, and remove the departments and locations that people and positions are organised under, so your directory and org structure stay accurate.

Create the facilities, job roles, and job types that jobs and demands reference in Markular Planner, so your team can start planning against real needs.

Sign in to Markular with a one-time email code or your organisation's single sign-on, and learn what to do if access fails.

Save entries you use often as favorites and reuse them so you do not have to type the same activity or allowance each time you fill a timesheet.

Submit a new competency or an official document from your Markular workspace, attach files, and follow it through review until it is approved.

The Timekeeper reports for managers and HR, covering hours, bonus, payroll readiness, approval pipeline, and project cost, each exportable to Excel.

See which certificates are expiring and when, before a lapsed certificate stops someone joining a job, and act on them in time across your workforce.

Move a person's trip status forward as they mobilise and travel in Markular Planner, and correct it backward with a reason if you set it by mistake.

See at a glance which of your personnel hold which competencies, filter the view down to the crew you care about, spot the gaps, and export the result.

See your competencies and certificates in your Markular workspace, check which are valid, and find out which ones are due to expire so you stay compliant.

Open your profile in your Markular workspace to check your contact details, position, and employment information, and what to do if something is wrong.

See your own schedule in your Markular workspace, including which days you are on and off, so you know when you are scheduled to work offshore.