Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number...

Day 3 Conference DetailsDial-in Information (Also in meeting invite)Call-in toll number (US/Canada): 1-650-479-3207Call-in toll-free number (US/Canada): 1-855-244-8681Global call-in numbers: 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

• Meeting Number/ Access Code ----- 595 167 195

Please contact navin.kulkarni@infor.com if you have questions

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Infor Factory TrackTM 5.00

Training – Day 3August 6th 2014

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Time Track Supervisor ProcessDevelopment Team

Discussion topics

Time Track Workflow

Employee Workflow

Supervisor Workflow

Hours Summary and Detail Forms Features

Demonstrate how to manage employee records with Time Track

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

Hours

Qty

operation

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Employee Workflow

Supervisor

Supervisor ReviewLabor Transactions

Job starts Job stops

Attendance TransactionsClock in Clock outBreaks

Lunches

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Employee Home Page

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Employee Home Page

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Supervisor Workflow

PayrollPayroll Activity

Supervisor

Review

Add/DeleteJob RecordsAttendance

Related

Processed

Completed Review

AuthorizeOverride

Exceptions

AdjustsPerforms

Corrections

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.

Typical Report Date

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

Views

Multiple Record Feature

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

Opened From Menu

Filtered In Place

Linked Hours Detail Form

Linked Hours Detail

Hours Detail Header

Hours Detail Job Hours

Hours Detail Job Details Grid

Hours Detail Quantities View

Hours Detail Remarks View

Using Time Track to Manage and Process Employee’s Time

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

Resolve A Status: Absent Report Date

Resolve A Status: Absent Report Date

Resolve A Status: Absent Report Date

Resolve A Status: Absent Report Date

Resolve B Status: Booking Error

Resolve B Status: Booking Error

Resolve B Status: Booking Error

Resolve B Status: Unaccounted For Time

Resolve B Status: Unaccounted For Time

Resolve B Status: Unaccounted For Time

Resolve B Status: Unaccounted For Time

Resolve X Status: Adjust Time Or Authorize Exception

Resolve X Status: Authorize Exception

Resolve X Status: Mass Authorize Exceptions

Resolve X Status: Mass Authorize Exceptions

Resolve C Status: Clock Employee Out

Resolve C Status: Clock Employee Out

Resolve C Status: Clock Employee Out

Mass Approval And Process

Processed Records

Resolve H Status: Create Holiday ABS

Resolve H Status: Create Holiday ABS

Day 3 Conference DetailsDial-in Information (Also in meeting invite)Call-in toll number (US/Canada): 1-650-479-3207Call-in toll-free number (US/Canada): 1-855-244-8681Access code:595 874 713Global call-in numbers: https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC&ED=298871947&tollFree=1

WebEx Details: https://nainfor.webex.com/nainfor/j.php?J=595874713

Please contact navin.kulkarni@infor.com if you have questions