day 3 conference details dial-in information (also in meeting invite) call-in toll number...
TRANSCRIPT
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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
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Copyright © 2012. Infor. All Rights Reserved. www.infor.com 2
Infor Factory TrackTM 5.00
Training – Day 3August 6th 2014
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Copyright © 2012. Infor. All Rights Reserved. www.infor.com 3
Time Track Supervisor ProcessDevelopment 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
Hours
Qty
operation
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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
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7Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Employee Home Page
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8Copyright © 2012. Infor. All Rights Reserved. www.infor.com
Employee Home Page
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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
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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 A Status: Absent Report Date
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Resolve A Status: Absent Report Date
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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: Booking Error
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Resolve B Status: Booking Error
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Resolve B Status: Unaccounted For Time
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Resolve B Status: Unaccounted For Time
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Resolve B Status: Unaccounted For Time
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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 X Status: Mass Authorize Exceptions
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Resolve C Status: Clock Employee Out
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Resolve C Status: Clock Employee Out
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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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Resolve H Status: Create Holiday ABS
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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): 1-855-244-8681Access 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