time track organization and configuration tables setup
DESCRIPTION
Time Track Organization and Configuration Tables Setup. Development Team. Agenda. Time Track Work Flow Data Organization Mongoose Configuration Site, Site to ERP Linkage, Intranet, Site Parameters Facilities, Departments Workgroups Absence Codes Indirect Tasks Premium Codes Teams. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/1.jpg)
1Copyright © 2012. Infor. All Rights Reserved. www.infor.comCopyright © 2012. Infor. All Rights Reserved. www.infor.com 1
Time Track Organization and Configuration Tables SetupDevelopment Team
![Page 2: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/2.jpg)
2Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Agenda• Time Track Work Flow
• Data Organization
• Mongoose Configuration
• Site, Site to ERP Linkage, Intranet, Site Parameters
• Facilities, Departments
• Workgroups
• Absence Codes
• Indirect Tasks
• Premium Codes
• Teams
![Page 3: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/3.jpg)
3Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Time Track Work Flow1
1
2
3
Records Job Progress and Time Spent using PC or Shared terminalSpan of the events is the period of login
Records Job Progress and Time Spent with handheldsSpan of the events is limited
Supervisor corrects, approves and authorizes exception
Looking at the span of entire day of data
Payroll guy will calculate the premium and then generate the extract.Looking at the data for the span of pay cycle – week, month etc. – Let’s a week as example
Payroll Extract
Payroll guy finds any differences sends back to supervisor to review them
ERP Posting
HoursQty
operation
![Page 4: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/4.jpg)
4Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site Facility Department Workgroup User
Employee Type
ShiftsTime Off Groups
Indirect Tasks
Abs CodesPayroll
Premium Codes
BadgesEmployee
Organization Security
Con
figur
atio
n
![Page 5: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/5.jpg)
5Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Mongoose Configuration
![Page 6: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/6.jpg)
6Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Mongoose Configuration • Users Login to a Configuration.
• A configuration points to
• Application Database
• Forms Database
• Objects Database
• Templates Database.
• Default Site
• Different configuration can be setup with same forms/objects database with different Application databases.
![Page 7: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/7.jpg)
7Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Mongoose Configuration
App 1 Database
Forms 1 Database
App 2 Database
Forms 2 Database
Configuration 1 Configuration 2
![Page 8: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/8.jpg)
8Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Mongoose Configuration
App 1 Database App 2 DatabaseForms Database
Configuration 1 Configuration 2
![Page 9: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/9.jpg)
9Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site
![Page 10: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/10.jpg)
10Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site • Site is starting point to all configurations in Time Track.
• Site record is created by default at the time of installation.
• Site record need to be updated to reflect correct values at the time of post installation.
• Intranet is a key setup need to be completed in Site Form.
• Each application database is linked to a Site.
• A Site (application database) is mapped to a single ERP Application instance.
• In case of ERPLN – A TT site is linked to ERPLN company
• In case of SyteLine – A TT site is linked to SL Site.
![Page 11: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/11.jpg)
11Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site to ERP Ln Linkage
TT Site 1(App 1 database)
ERP Ln100 Company
TT Site 2(App 2 database)
ERP Ln200 Company
![Page 12: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/12.jpg)
12Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site to SyteLine Linkage
TT Site 1(App 1 database)
SL Site 1
TT Site 2(App 2 database)
SL Site 2
![Page 13: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/13.jpg)
13Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Intranets • Intranets – The following need to be configured in this form.
• Task Man Settings – This is a service which executes all background jobs (like Jobs download)
• SSRS Report Server – For printing SQL Server reports from Time Track.
• SMTP Settings – For sending emails from Time Track
![Page 14: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/14.jpg)
14Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site Parameters
![Page 15: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/15.jpg)
15Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Site Parameter Form • The following need to be configured in this form.
• Payroll Code
• ERP Type – Allowed values – ERPLN and SyteLine.
• ERP Shift – All the Labor Transactions captured in Time Track is posted with this value to ERP.
• ERP Communication Tab – Setup the connection settings to communicate to particular ERP application instance
• Site Calendar
![Page 16: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/16.jpg)
16Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Facilities
![Page 17: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/17.jpg)
17Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Facilities • Employees can be grouped by facilities.
• The following need to be configured in this form.
• Various Calendars – Facility, Payroll and Absence Tracking Calendars
• Dashboard Colors
• Payroll Colors
• Payroll Output Location
![Page 18: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/18.jpg)
18Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Departments
![Page 19: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/19.jpg)
19Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Departments • Employees can be grouped by Departments.
• The following can be configured in this form.
• Facility
• Payroll Department
• ERP Department – The department value that need to be posted into ERP.
![Page 20: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/20.jpg)
20Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Work Groups
![Page 21: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/21.jpg)
21Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Work Groups • The groups of employees for which a supervisor will manage time are
organized into work groups.
• Privileges Tab - Supervisors that are authorized to manage the hours of the employees in the workgroup need to be added in this tab and provide the necessary permissions.
![Page 22: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/22.jpg)
22Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Absence Codes
![Page 23: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/23.jpg)
23Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Absence Codes General Defines how ABS will be treated by Attendance and Work rules.
AdvancedDefines how ABS hours will be displayed in Payroll and the underlying ERP.
TrackedSpecifies tracking Characteristics
![Page 24: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/24.jpg)
24Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Indirect Tasks
![Page 25: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/25.jpg)
25Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Indirect Codes • Time Track Users record indirect time against Time Track Indirect Codes.
• The following can be configured in this form.
• Post To ERP and ERP Task Code
• If this task should be a paid task or not for payroll reporting
• General Task Section
• Used for defining frequently used Job/Project, so that Users can enter a single task in elapsed Time Entry screen.
![Page 26: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/26.jpg)
26Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Premium Codes Form
![Page 27: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/27.jpg)
27Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Premium Codes Form• Define Premium Rates for each Premium Code
• Define Payroll Codes for each Premium Code
![Page 28: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/28.jpg)
28Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Teams
![Page 29: Time Track Organization and Configuration Tables Setup](https://reader035.vdocument.in/reader035/viewer/2022062501/56816686550346895dda331c/html5/thumbnails/29.jpg)
29Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Teams• Group of Employees can report all Labor Transactions using a single Team
Badge.
• Teams support following features
• Stop Only Transactions – Report only End time for Labor Transactions
• Work Sets – Ability to work on multiple Jobs at the same time.
• Capture Machine Time at the same time as Labor Time.
• All Employees on the team need to be clocked-in before team can start a Labor transactions.
• Employees can be removed from the team at the time of Clock-out