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Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): 1-650-479-3207 Call-in toll-free number (US/Canada): 1-855-244-8681 Global call-in numbers: https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC&ED =298871947&tollFree=1 https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC&ED =298871947&tollFree=1 WebEx Details: Webex: https://nainfor.webex.com/nainfor/j.php?J=595167195 https://nainfor.webex.com/nainfor/j.php?J=595167195 Meeting Number/ Access Code ----- 595 167 195 Please contact navin.kulkarni@infor.com if you have questionsnavin.kulkarni@infor.com
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Copyright © 2012. Infor. All Rights Reserved. www.infor.com 2 Infor Factory Track TM 5.00 Training – Day 3 August 6 th 2014
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Copyright © 2012. Infor. All Rights Reserved. www.infor.com 3 Time Track Supervisor Process Development Team
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Discussion topics Time Track Workflow Employee Workflow Supervisor Workflow Hours Summary and Detail Forms Features Demonstrate how to manage employee records with Time Track
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Time Track Work Flow 1 1 2 3 PC or Shared terminal data collection (Web UI) Remote Device Data Collection Supervisor review, approval and process to payroll Payroll review, process and extract Payroll Extract Payroll may return hours to Supervisor for correction ERP Posting Hour s Qty oper ation
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Template v4 September 27, 2012 6 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Employee Workflow Supervisor Supervisor Review Labor Transactions Job starts Job stops Attendance Transactions Clock in Clock out Breaks Lunches
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Template v4 September 27, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Employee Home Page
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Template v4 September 27, 2012 8 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Employee Home Page
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Template v4 September 27, 2012 9 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Supervisor Workflow Payroll Payroll Activity Supervisor Review Add/Delete Job Records Attendance Related Processed Completed Review Authorize Override Exceptions Adjusts Performs Corrections
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Hours Summary Form Central tool for the supervisor activities Provides view of supervisor’s entire group of employee’s Status updates with “at-a-glance” visual cues Ability to use selection criteria and views to provide multiple prospecitives on group’s data Perform functions on multiple records at a time.
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Typical Report Date
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Ready: Ready to go. No Exceptions Absent: Scheduled but not clocked in Working: Clocked in and working on a Job Booking Error: Clocked In but has unaccounted time or ERP Posting Errors Signals the report date needs to be reviewed and corrected Exception: Attendance or Labor rule violation Signals the report date needs correction or authorization for variance from the rules Holiday: Scheduled Holiday Hours Summary Form Visual Cues
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Views
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Multiple Record Feature
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Hours Detail Form Detailed view of employee activities on a given day Can be opened from Menu Can be invoked from Summary form Review attendance and Labor records Make corrections/deletions Approval/Process
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Opened From Menu
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Filtered In Place
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Linked Hours Detail Form
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Linked Hours Detail
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Hours Detail Header
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Hours Detail Job Hours
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Hours Detail Job Details Grid
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Hours Detail Quantities View
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Hours Detail Remarks View
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Using Time Track to Manage and Process Employee’s Time
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Prepare Records For Processing Resolve an A status record Resolve a B status record Resolve a C status record Resolve a H status record Resolve an ABS request status record
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Resolve A Status: Absent Report Date
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Resolve B Status: Booking Error
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Resolve B Status: Unaccounted For Time
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Resolve X Status: Adjust Time Or Authorize Exception
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Resolve X Status: Authorize Exception
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Resolve X Status: Mass Authorize Exceptions
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Resolve C Status: Clock Employee Out
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Mass Approval And Process
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Processed Records
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Resolve H Status: Create Holiday ABS
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Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): 1-650-479-3207 Call-in toll-free number (US/Canada): 1-855-244-8681 Access code:595 874 713 Global call-in numbers: https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC &ED=298871947&tollFree=1 https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC &ED=298871947&tollFree=1 WebEx Details: https://nainfor.webex.com/nainfor/j.php?J=595874713 https://nainfor.webex.com/nainfor/j.php?J=595874713 Please contact navin.kulkarni@infor.com if you have questionsnavin.kulkarni@infor.com
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