Template v4 September 27, Copyright © Infor. All Rights Reserved. Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): Call-in toll-free number (US/Canada): Global call-in numbers: WebEx Details: Webex: Meeting Number/ Access Code Please contact if you have

Template v4 September 27, Copyright © Infor. All Rights Reserved. 2 Infor Factory Track TM 5.00 Training – Day 3 August 6 th 2014

Template v4 September 27, Copyright © Infor. All Rights Reserved. 3 Time Track Administrative Activities Development

Template v4 September 27, Copyright © Infor. All Rights Reserved. Time Track 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: Is the Culmination of all configuration activities 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 Hours Form visual cues Payroll Form Visual cues Department Group employees in sub total groups

Template v4 September 27, Copyright © Infor. All Rights Reserved. Facility Form Facility ID – Code that the Facility will be identified by Payroll Code – Code that will be displayed if Facility is specified in the extract string ERP Code –Not in use in this release Time Zone – Not in use in this release General Tab – Defines Faciltiy, Payroll and ABS Tracking Years and Start Dates - Contains links to Holiday Form - Contains lins to Facility Calendar Dashboard Colors Tab – Defines letter designations and colors for Hours Summary visual cues Payroll Colors Tab – Defines visual cues for the Payroll Summary form Payroll Output Location – Specifies the location that payroll extracts will be saved to.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Facility Form – Dashboard Colors Tab

Template v4 September 27, Copyright © Infor. All Rights Reserved. Facility Form – Payroll Colors Tab

Template v4 September 27, Copyright © Infor. All Rights Reserved. Facility Form – Holiday Form

Template v4 September 27, Copyright © Infor. All Rights Reserved. Department Form Department – Code that the Department will be identified by in Time Track Facility – Identifies the Facility that the department is a subset of Payroll Department –The code that will be displayed in the Payroll extract ERP Department – The department cross-reference in ERP. This value must be a valid ERP Department or transactions using this department will fail to post due to booking errors

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. Work Group Form Privileges Tab – User profiles listed here will be given access to the hours of the employees of the work group Privileges Checkboxes – These Checkboxes define that actions the authorized user may perform on employee records within the work group Employee Tab –When an employee is assigned to a Work Group on the Employee form. The employee’s name is added to the Employees tab of the specified Work Group

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. Time Off Group Header Defines group ID Defines Tracking Method Group Detail Defines the ABS Codes Annual Hours Allowed Validation Type Carry Forward configuration Accrual Configuration Increment Type Calculation of Accrual Value Configuration Forms – Time Off Groups

Template v4 September 27, Copyright © Infor. All Rights Reserved. Scheduled Shift Hours Hours defined by the Start and End times stated in Shift Configuration Authorized Hours Maximum number of Clocked Hours allowed per Shift Day. Shift Concepts Hours Definitions

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Set Up Reduction Set Rules Clock-In Rules Clock-Out Rules Shift Record : This defines the Employee Schedule. The time employee needs to clock-in/out. Reduction Set : This defines the break times in the Shift.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Shift Types: Dynamic vs. Static Static Shift: Requires Clocked Hours or ABS Hours to account for all Scheduled Working Day time. Authorized Hours based on Scheduled Start and End Times. Dynamic Shift Allows unaccounted for Scheduled Shift Hours to be overridden via Supervisor Authorization. Authorized Hours based on Clock In.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Static Shift Vs. Dynamic Shift: Static Shift Dynamic Shift

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Report Date Adjustment Current Day Shift starts and ends in a same day, then report date adjustment can be set to Current Day

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Report Date Adjustment Previous Day Shift starts at Day 1 and ends at Day 2, depends on the requirement, report date adjustment can be set Previous Day Shift overlaps Day2

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift overlaps more on Day2 Shift Concepts Report Date Adjustment Next Day Shift starts at Day 1 and ends at Day 2, depends on the requirement, report date adjustment can be set Next Day

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Core Times Defines Start and End Times for each Shift Day Defines the Hours type applicable for each Shift Day Day Type Working Day – Normal working day in the week. Either Employee should have Attendance & Labor reported or should be reported using an Absence record Non-Work Day – Employee is not expected to work or report hours, but can do so Not Allowed – Employee is not allowed to report hours on this day Reduction Sets define breaks for the shift

Template v4 September 27, Copyright © Infor. All Rights Reserved. Shift Concepts Authorized Hours Defined for each Shift Day within the Shift Configuration form. Hours In Excess of Authorized Hours result in Exceptions. Configuration may include only Regular hours or may be expanded to include all hours types. Premium Codes can be defined for every Hours Type

Template v4 September 27, Copyright © Infor. All Rights Reserved. Define Payroll Generation Frequency Generate Payroll Schedule Define Payroll extract file format Define data mapping on extract Payroll Schedules Form

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Schedules Header Payroll Schedule ID Referenced by Employee Type Only link between Employee and Payroll Payroll Calendar Start Date and Year Defined on Facility Form Payroll Generation Defines Frequency Weekly, Bi-Weekly, Monthly, 1st & 15th Generate Pay Periods Required to view employee’s activity on the Hours summary form View Calendar

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Schedule Payroll Periods Weekly First periods starts on Payroll Calendar Start Date and runs for next 7 days. All subsequent periods start on the same weekday that the Payroll Calendar Start Dates falls on. Bi-Weekly First periods starts on Payroll Calendar Start Date and runs for next 14 days. All subsequent periods start on the same weekday that the Payroll Calendar Start Dates falls on. Monthly Payroll Calendar Start Date must be on the 1st of a month First period starts on the Payroll Calendar Start Date and runs to the last day of that month Semi-Monthly Each week in a pay period is a complete 7 days The period ends on the last day of the last full week prior to the 1st or 15th Most pay periods will be 2 complete weeks but some will contain 3 full weeks.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Structure Single Record Per Employee , 21:15, 10:00, 00:00, , 8, J, 07:30, P, 07:30, V, 07:30

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Structure Clocked & Alternative Hours Records

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Structure Breakdown By Hours Type ,R, 21.25, , ,O, 10.00, , ,D, 00.00, , ,J, 07.50, , ,P, 07.50, , ,V, 07.50, , 8

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Schedule Extract Configuration Select Fields to include on extract Select data sequence for extract Configure fixed lengths Length of field Field justification Display sample of mapping selections

Template v4 September 27, Copyright © Infor. All Rights Reserved. Extract Configuration Default Extract Structures

Template v4 September 27, Copyright © Infor. All Rights Reserved. Extract Configuration Hours Breakdown by Type

Template v4 September 27, Copyright © Infor. All Rights Reserved. Payroll Schedule Summary Connects to Employee via Employee Type Multiple period settings, Weekly, Bi-weekly, Monthly, 1 st & 15 th Multiple Extract Structures, Single line, Clocked & Alternate lines or 1 line per hours type Configurable extract mapping

Template v4 September 27, Copyright © Infor. All Rights Reserved. Examples: Time clock vs Elapsed Time Data Capture Weekly Payroll vs Bi-Weekly Paid default ABS vs unpaid Realtime Posting to ERP vs After Processing or not at all Remarks mandatory or not required Use ABS Approval System or not What is an Employee Type ? Variable Grace Period Tolerances Allow Auto Start or Stop Round Punches Complete Week Met Requirements Gap Exception Threshold Allow Clock in on Holidays Groups of employees that have similar attendance and labor data collection characteristic.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Type – Configuration Employee Type Header – Assign Payroll Schedule General Tab – Main Employee Type characteristics Punch Parameter Tab – Defines Clock in rules and rounding parameters. In combination with an employee’s shift record completes the definition of Attendance and Labor rules. Holiday Tab – Defines Attendance and Labor rules for Holiday Report Dates.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Type Header Employee Type Header – Assign Payroll Schedule Assignment required in order to see employees of the Employee Type on the Hours Summary form.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Type – General Tab Default ABS Code – ABS that will be created when the A icon is invoked on the Hours Summary form Labor Posting To ERP – Real Time, After Processing, None Process To Payroll –Unchecked no payroll record is created Remarks Mandatory – An entry is required to save a modified hours record Use Absence Approval System – Checked turns the system on Stop Only Transactions – User enters stop time and the application determines the start time based on the prior punch Combine Labor and Machine Time – Generates a corresponding machine record for each labor record Elapsed Time Data Collection – Unchecked the employee’s time is captured via start and stop transaction. When checked elapsed time entry is used.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Elapsed Time Configuration Process Method – Process hours weekly or on a daily basis. Manual Hours Categorization – Will system calculate hours categorization or will user enter hours type. Allow Alternate Hours –Active with Manual Hours Categorization, allows a 4th hours type that accounts for regular hours over the OT threshold. Collect Attendance Hours – Allows the employee to clock in. Require Attendance Match Labor – Active when Attendance hours are being collected. Daily attendance hours must equal labor hours. Allowed Variance – Active when Attendance must equal labor. When variance with in threshold adjusts the last labor job so daily totals are equal. Submit 40 Hour Week – Submits 40 regular hours when attendance hours are not captured

Template v4 September 27, Copyright © Infor. All Rights Reserved. Grace Periods Tolerated variance from scheduled Attendance transaction. Penalization Rules Adjustment for violation of Grace period. Rounding Rules Applied if punch is outside the boundary of Grace and Penalization rules. Automation Rules Defines automated aspects of transactions. Complete Week Not Met Rules Defines hours categorization rules when complete week not met. Punch Parameter Tab

Template v4 September 27, Copyright © Infor. All Rights Reserved. Automation Rules Auto Start Clock and Break/Lunch Transaction set separately Starts the prior labor transaction that was previously auto stopped. Auto Stop Clock and Break/Lunch Transaction set separately Stops labor transactions that are running when stop attendance transaction is entered. Max Auto Adjustment between Jobs Labor start transaction that start within this threshold will be adjusted back to the prior stop. Will be applied to gaps between Attendance and Labor transactions as well as to Labor to Labor transaction. Auto Fill Gaps Automatically fills gaps that exist at clock out Fills with the ERP Fill Code Generates an exception when gap >= Max Gap

Template v4 September 27, Copyright © Infor. All Rights Reserved. Complete Week Not Met Rules Complete Week Concept Shift may specify automatic OT or DT on the 6th and or 7th Shift Day. When a complete week is met the work codes in the shift record are used When the complete is not met the work codes specified in the not met parameters are applied. Overtime & Doubletime Thresholds Defines the point where the accumulation of OTE hours in a week begin to categorize as OT or DT. Weekly OT Parameters Specifies complete week rules for the Weekly OT Method. Daily and Weekly OT Specifies complete week rules for the Daily and Weekly OT Method.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Rounding Parameters The Tolerances for Employee Schedule is divided into 3 categories Grace Periods – Highest Priority Penalization Rules – Applied if the punch time is outside the Grace period with relative to Schedule time. Rounding Rules – Applied if punch is outside the boundary of Grace and Penalization rules.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Clocked Hours Time that accrues between an In transaction and an Out transactions. Absent Hours Unclocked Hours during Scheduled Shift Hours. ABS Hours Absent Hours accounted for with an ABS Task code. Booked Hours Clocked Hours spent assigned to a direct order or indirect task. Unaccounted For Hours Clocked Hours that are not assigned to a direct order or indirect task. Hours Definitions

Template v4 September 27, Copyright © Infor. All Rights Reserved. Penalization Rules for Clock-In Penalization Rule for late clock-in out side the grace period No Penalization rule for early clock-in outside grace period

Template v4 September 27, Copyright © Infor. All Rights Reserved. Penalization Rules for Clock-Out No Penalization Rule for late clock-Out after the grace period Penalization rule for early clock- Out before grace period

Template v4 September 27, Copyright © Infor. All Rights Reserved. Rounding Rules Rounding DownRounding Up

Template v4 September 27, Copyright © Infor. All Rights Reserved. Clock-In/Out grace adjustments

Template v4 September 27, Copyright © Infor. All Rights Reserved. In-Punch Flow

Template v4 September 27, Copyright © Infor. All Rights Reserved. Out-Punch Flow

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Type – Holiday Tab Clock In Not Allowed Default Holiday ABS Code – ABS Code generated by Holiday generator or A Icon Use Holiday Calendar – When Y holiday generator will use Site and Facility Calendars to create Holiday ABS Codes on Holiday Report Dates. When N holiday Holiday ABS Codes are created manually. Report Date Adj – When Y the Report Date Adj defined on the Holiday record will be applied should the holiday fall on a non-working day as defined by the employee’s shift. Check Holiday Eligibility – Checks the prior scheduled work day for a complete shift. If prior day is complete the Holiday ABS code will display in the ready status. If not the record displays as an exception. Allow Clock In – When N employees are not allowed to clock in. When Y they are allowed to clock in on a Holiday and additional configuration is required.

Template v4 September 27, Copyright © Infor. All Rights Reserved. Employee Type – Holiday Tab Clock In Allowed Clocked Hours OTE – Will the hours count towards the OT Threshold. Work Code – Is the work code fixed or OTE (based on other hours in the work week). Premium Codes – What if any Hours Types qualify for a premium. Include hours with Non-holiday hours – When Y clocked hours on a holiday will sum in payroll with hours from non-holiday report dates. When N the hours will display separately in payroll along with an hours code. Payroll Hours Code – Code that will display in payroll with Clocked Hours On a Holiday.

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 Absences 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 Identity 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. Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): Call-in toll-free number (US/Canada): Global call-in numbers: WebEx Details: Webex: Meeting Number/ Access Code Please contact if you have