Configuring Employee Records - Time Track implemented

To configure employee records, use the Employees form. If you wish to grant kiosk access to an employee, you must create a Mongoose security profile for the employee on the Users form.

  1. Open the Employees form.
  2. In the Employees form, select a blank line or an existing employee record from the grid at left.
  3. Specify the employee number, employee name, and job title.
  4. On the General tab, specify the employee's last name, first name, and middle initial.
  5. Specify this additional information:
    Badge ID
    The badge number. The default value is the employee number.
    Payroll ID
    The payroll ID value. This is required only if your payroll application requires a unique ID other than the employee number.
    Active
    Select to activate the employee record. Employee records must be active for them to appear in the Hours Summary and Hours Detail forms, and to perform transactions against the employee record. Deselect Active to prevent display of the employee's records and the execution of transactions for this employee. For example, consider an employee who has been terminated. As long as the employee record is active, all report dates prior to the termination date will be displayed and transactions may be performed or edited for those dates. If the record is deactivated, none of the employee's records will display and no further transaction entry or editing will be allowed.
    PIN
    Specify a PIN number. This number is used to sign into the application as a generic user when Time Track is not implemented. This field is only available if the PIN Required parameter is selected on the Global Parameters form.
    User Initials
    This field is set to a pre-established value, which indicates that the transaction originates in Factory Track. The value can be modified to display the employee’s initials (three characters).
    Facility
    This field is only displayed in Time Track mode. Specify the facility where this employee works.
    Department
    The department code. This field is only displayed in Shop Floor and Time Track mode.
    Work Group
    The work group. This field is displayed in Time Track mode and shop floor.  An employee's work group defines the supervisor.
    Emp Type
    The employee type. This field is only displayed in Time Track mode.
    Shift
    The shift during which the employee usually work. An employee's shift defines the clock-in and clock-out rules. This field is displayed as Schedule ID if Shop Floor in use.
    Shift Pattern
    This field is only displayed in Time Track mode. If appropriate, specify a shift pattern from the list.
    Indirect Task
    This field is only displayed in Time Track mode. Optionally, specify an indirect task from the list. This will be the default task used for filling clocking gaps.
    ERP Cost Component
    Optionally, specify an appropriate value. This value is required if your company has a defined cost structure. This value will be included when transactions post to ERP.
    Workset Enabled
    Select this check box to validate that an employee is eligible to work in worksets. Worksets allow employees to work on multiple jobs at the same time.
    Note: 
    • Workset-enabled employees are unable to start just-in-time production orders or production schedules.
    • When the employee has any open job, the check box cannot be modified. 'The employee has open job(s) cannot change workset.' message is displayed
  6. In the Kiosk Access section, specify this information:
    User Name
    Specify a username for this employee. The employee must have a Mongoose security profile in order to establish kiosk access.  The value entered in this field must be a valid Mongoose profile username.
    Attendance
    Select this checkbox to enable this employee to clock in and out from the kiosk only in Time Track mode.
    Labor
    Select this check box to enable this employee to start a job from the kiosk only in Time Track mode.
    Absences Requests
    Allow this employee to request absence time from the kiosk only in Time Track mode.
    Edit Labor
    Select this check box to allow this employee to edit and delete their own labor records or create gap records only in Time Track mode.
    Edit Absences
    Select this check box to allow this employee to withdraw absence requests only in Time Track mode.
    Report/Move Quantity
    Select this check box to allow this employee to report quantities and move quantities when using Time Track Labor entry forms.
    Move To Inventory
    Select this check box to allow this employee to move quantities to inventory on the last operation when using Time Track Labor entry forms.
    Note: This parameter is not applicable for Factory Track integration with LN.
    Default Order Type
    An order type that must default into the Order Type field on any transaction entry form that the employee’s employee number has been entered into.
    Default Resource Group
    The default resource group used by FT for the employee in all editable resource group fields
    Default Resource
    The default resource used by FT for the employee in all editable resource fields.
  7. On the Contact Information tab, specify this information:
    Hire Date
    Specify the date the employee was hired, or click the arrow to select a date from the calendar. For active employee records, all report dates equal to or more recent than the hire date will display in the Hours Summary and Hours Detail forms. These dates will accept transactions for the employee. Dates prior to the hire date will not display or accept transactions.
    Termination Date
    If appropriate, specify a date of termination, or click the arrow to select a date from the calendar. For active employee records, all report dates prior to the termination date will display in the Hours Summary and Hours Detail forms and will accept transactions for the employee. Dates equal to or more recent than the termination date will not display or accept transactions.
    E-mail Address
    Optionally, if this employee will receive email notifications of absence request approvals or denials, specify an email address.
    Note: Personal Identification fields are not required for most Factory Track features. The only exception is E-mail address for Console User-Employees.
  8. On the Absences tab, if you are using absence tracking, specify the time off group ID and tracking year. The Absences tab is only displayed in Time Track mode.
    Tracking year
    Displays the tracking group for the available years.

    To configure an employee's absence tracking:

    1. Click New.
    2. Specify Tracking Year, Time Off Group Id and Effective Date.
    3. Click Save.