time track organization and configuration tables setup

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

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


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


Site Facility Department Workgroup User

Employee Type

ShiftsTime Off Groups

Indirect Tasks

Abs CodesPayroll

Premium Codes

BadgesEmployee

Organization Security

Con

figur

atio

n


Mongoose Configuration


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.



App 1 Database

Forms 1 Database

App 2 Database

Forms 2 Database

Configuration 1 Configuration 2



App 1 Database App 2 DatabaseForms Database

Configuration 1 Configuration 2


Site


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.


Site to ERP Ln Linkage

TT Site 1(App 1 database)

ERP Ln100 Company


ERP Ln200 Company


Site to SyteLine Linkage


SL Site 1


SL Site 2


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


Site Parameters


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


Facilities


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


Departments


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.


Work Groups


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.


Absence Codes


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


Indirect Tasks


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.


Premium Codes Form


Premium Codes Form• Define Premium Rates for each Premium Code

• Define Payroll Codes for each Premium Code


Teams


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

time track organization and configuration tables setup

Documents

site site

site template v4

site application database

site parametersfacilities

site form

sl site

database app

site record need