User and Personnel Management with MOCO

Personnel

Employees, External Staff, Teams | Add People | Deactivating Personnel | Employee Data | Access Rights

Employees, External Staff, Teams

Employees

All added users are automatically listed in the submenu "Active Persons" (1)
By default, MOCO assumes the new person is a new employee (hired staff). 
Benutzer hinzufügen, selber verwalten(English image not yet available)

1) Alle neuen Benutzer sind unter "Aktive Personen" gelistet. 2) Als Extern markierte werden in der Liste entsprechend angezeigt. 3) Unter "Teams" werden die Teams definiert und verwaltet.

External/Freelancers

Freelancers often log their hours directly in MOCO
In this case, select "External" when entering the person in the form.
"External" (2) is displayed in the personnel list.
External staff are NOT included in company reports.
External staff do not have a holiday account or targets.

Manage costs
External staff can be activated only for specific assignments – MOCO then calculates only those days.

Freelancers not logging hours or unsure about cost management?
Find all the information here

Is the external team or freelancers also using MOCO?
Use project linking.

To track overall progress live, you can easily link external projects

Teams

People are grouped into teams
A person can only be assigned to one team. It's best to use departments or locations for grouping – it's not about temporary project teams.

Teams are defined in the site navigation under "Teams" (top in the illustration No. 3) and can then be selected in the person's form.

Teams structure the views
  A person with restricted personnel rights can access information about their own team without having access to all individuals.
Each team has a team report

teams verwalten(English image not yet available)
A team cannot be deleted as long as there are employees in it.

Flexible or Temporary Teams

Filter by labels, e.g., by skills
Under "Personnel," people can be labeled and filtered by temporary teams in planning:
Planung: Anzeige nach Labels filtern(English image not yet available)

Filter by project teams
Clicking on the project tile automatically narrows down the planning to the people defined for time tracking in the project – and possibly already planned.

Add People

Add People to the Account

New users are added under "Staff" (1) by clicking on "+New Person" (2). The new users will receive an email with their login details. If an invited user has never logged in, they will remain marked as "pending" (3)

Personen bzw. Benutzer zum Account hinzufügen(English image not yet available)


Can't find or forgot login details?
If they can't find their email with the login details, you can resend the login information by clicking on "pending" – or the employee can select "Forgot password" during login.

Checklist

Check target hours – immediately after saving and adjust any differing target hours if necessary.
Record holiday entitlement (Under the person > Holiday – Tip: use the person switcher at the top right to quickly access the next holiday account)
Enter public holidays (Planning > Absences)
Assign access rights – immediately after saving or in the central list
→ Assign projects for time tracking (Under the person > Projects > via the "+" at the top right)

Deactivating Personnel

Deactivating Employees Leaving the Company

This can be done from the list via Dropdown (1) or on the person's detail page at the top right.

When deactivating, ensure the weekly schedule ends correctly on the departure date (MOCO will actively prompt for this step) to ensure MOCO recognizes the end of employment and accurately reflects this in company reports.

The person will then be listed under "Inactive Personnel" in the left sub-navigation.
  • All data remains intact
  • The person can no longer log in
  • Inactive personnel are not included in calculations.
Benutzer in MOCO deaktivieren(English image not yet available)


Under "Inactive Personnel," individuals can also be reactivated (2,3).

Transferring Responsibilities to Another Person

To do this, filter by the person under Companies and Contacts, select all, and apply the bulk action "Change Responsibility." Adjust responsibilities for ongoing projects specifically per project.

Employee Data

Basic Information 

When entering a person's details, the basic information is recorded. 

Advanced Employee Data 

The basic information can be individually expanded with Custom Fields – for example, for AHV number, skills, or other personal details. These can then be searched globally (magnifying glass top right or keyboard shortcut "/").

Call colleagues on the go by adding contact details to your smartphone's address book.

For general information, the free field "Additional Info" can be used – a straightforward option without unnecessarily extending the form with custom fields.

Files & Notes 

After saving, the "Notes & Files" section is available below the information. Uploaded files (such as an employment contract) are listed at the top for quick access.

Labels: Categorise, Mark, Tag

Individuals can be tagged with Labels. Click on the light grey bar or the coloured labels (1).

Personen taggen labeln Teamlead Skills(English image not yet available)



Benefits:
  • Short-term marking or categorisation
  • Allows targeted filtering (2) via the sidebar
  • Labels are also part of the Excel export.
Examples of Use:
  • Skills: Staff can be quickly filtered by skills in the personnel list and planning
  • Team Lead: Individuals with a team lead role can be marked for orientation in the list

Access Rights

Under "Personnel", access rights for the respective areas in MOCO can be assigned.

Individual Rights Assignment

Rights can be managed and assigned individually. By default, all added users have access to "Time Tracking". In addition to full access, restricted access can be granted to areas. Below you will find an overview of what restricted access entails. 

Tip: Through the User Switch, you can easily see how the user interface looks for a person after rights settings. Switching to the account owner's view is not possible for security reasons. Also, switching to accounts with higher rights is not possible for security reasons.

agentursoftware zugriffsrechte(English image not yet available)

Option: Define User Roles

Roles for access rights can be defined in the settings. Roles are not mandatory and can be used for specific individuals. They offer the advantage, especially for larger teams, that access rights for new users can be chosen more quickly and accurately.
Rechte Benutzerrolle zuweisen(English image not yet available)
In the personnel list, it is recognizable by the disabled, withdrawn circles that a role is assigned to a person.

Overview of Access Rights

Reports

Restricted Access
  • Person can only see the personnel-related reports "Time Tracking, Planning, and Personnel".
Restricted Access + No Full Access to "Personnel"
  • Person can only see the personnel-related reports "Time Tracking, Planning, and Personnel" for their own team.

→ Contacts

Restricted Access:
  • Person can only view contacts
  • Person can create and edit new contacts

→ Personnel

Restricted Access:
  • The person can only manage their own team – and cannot change access rights

→ Expenditures

Restricted Access:
  • Only view and edit self-created expenditures
  • Only view and edit personal expenses addressed to you
  • Can only assign planned expenditures if set as the responsible person

→ Acquisition: Leads & Proposals

Restricted Access:
  • Person can only manage their own leads (Responsible) and create new leads
  • Person can manage their own proposals (Responsible) and create new proposals
  • Person can view and edit proposals in their own leads & projects (Responsible)

→ Projects

Restricted Access:
  • Person can only manage their own projects (Project Lead) and create new projects
  • No access to Project Groups
+ Restricted Access to "Invoicing" 
  • Person only sees invoicing figures for their own projects.
No Access Rights
  • Each person sees their assigned projects for time tracking listed under "Projects" in their profile

→ Invoicing

Restricted Access + Restricted Access to "Projects"
  • Person can only invoice their own projects
Restricted Access
  • Under "Invoicing", only see invoices listed where they already have project lead access
No Access + Restricted Access to "Projects"
  • Person sees no invoicing-related figures under "Projects"

→ Planning

Restricted Access
  • Can only edit their own planning
  • Can only see their own Target-Actual
No Access
  • Info on their own planning through export to external calendar 
  • Info on their own planning via the Weekly Mail (activate in profile)
  • Directly in time tracking, all planning entries are displayed as suggestions. This way, each person sees which projects are planned for the day and can start time tracking directly via stopwatch – or create a time entry directly from the suggestion. More on time tracking for tasks

Absences

  • Can manage all absences
    → Access rights to "Personnel" necessary
  • Users can enter/delete their own absences
    → Choose in settings under "Planning"
  • Employees do not enter their own absences and request leave
    → Choose in settings under "Planning"
    More info on leave requests

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