Template v4 September 27, Copyright © Infor. All Rights Reserved. 1 Time Track Employee Record Configuration Development

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record Configuration Overview Facility Employee Type Holiday Site Holiday Employee Work Group Supervisor/Admin Shift Badge Department Payroll User OrganizationSecurity Configuration

Template v4 September 27, Copyright © Infor. All Rights Reserved. Workgroup User Employee Type Shifts Time Off Groups Indirect Tasks Abs Codes Payroll Premium Codes Badges FacilityDepartment Employee OrganizationSecurity Configuration Employee Record: The tie that binds. Requires input from all areas Organization tables Security tables Configuration tables Defines how employee Attendance and Labor activity will be captured and managed

Template v4 September 27, Copyright © Infor. All Rights Reserved. FacilityDepartment Employee Organization Organization Table Input: Facility Facility Holiday Calendar Payroll Calendar Absence Calendar Department Group employees in sub total groups

Template v4 September 27, Copyright © Infor. All Rights Reserved. Badges FacilityDepartment Employee Organization Badge Creation: Controls access to remote devices Provides Punch Integrity May be assigned permanently or temporarily

Template v4 September 27, Copyright © Infor. All Rights Reserved. Workgroup User Badges FacilityDepartment Employee OrganizationSecurity Security Table Input: Workgroup Supervisors gain access to employee via Workgroup User Profile Employees gain access to application via Employee profiles

Template v4 September 27, Copyright © Infor. All Rights Reserved. Workgroup User Employee Type Shifts Time Off Groups Indirect Tasks Abs Codes Payroll Premium Codes Badges FacilityDepartment Employee OrganizationSecurity Configuration Configuration Table Input: Time Off Group ABS Tracking characteristics Shift Employee Schedule Foundation of Attendance and Labor Rules Specify OT Method Define Premium eligibility Employee Type Ties to Payroll Specifies default Gap codes Specifies default ABS codes Completes Attendance and Labor rules definition

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record Header Assign Employee Number General Tab Assign Employee configuration characteristics Define Kiosk Access Contacts Tab Hire and Term Dates General Contact Information Holiday Tab Assign Time Off Group View Time off summaries Employee Record – Configuration

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record – Header Number defined will be the foundation of all validations Badges cross reference this value Teams cross reference this value

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record – General Tab Establishes Employee Identy via configuration tables Activates Employee Record Provides Access to a user profile Identifies employee user privileges Specifies a default order type

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record – Configuration Hire and Termination Dates Transaction Date must be >=Hire Date and <= Termination Date to be accepted. General Contact Information

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Record – Absence Assign Time Off Group View Available and Allowed balances Link to Time off Request form Link to view balances and history

Template v4 September 27, Copyright © Infor. All Rights Reserved.