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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 [email protected] if you have questions
Copyright © 2012. Infor. All Rights Reserved. www.infor.com 2
Infor Factory TrackTM 5.00
Training – Day 3August 6th 2014
Copyright © 2012. Infor. All Rights Reserved. www.infor.com 3
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
6Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Employee Workflow
Supervisor
Supervisor ReviewLabor Transactions
Job starts Job stops
Attendance TransactionsClock in Clock outBreaks
Lunches
7Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Employee Home Page
8Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Employee Home Page
9Copyright © 2012. Infor. All Rights Reserved. www.infor.com
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 [email protected] if you have questions
