Infor Factory Track for CSI Time Track User Guide

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Infor Time Track Module

About Infor Time Track

New User Experience Overview

Absence Tracking Overview

Clocked Hours Overview

Elapsed Time Overview

Using Toolbar Buttons

Transaction processing

Stopping Setup Activities

Reporting Quantity at the Last Operation Into Inventory

Using Stop-Start on the Realtime Transaction Entry (Touch Screen Form)

Using Time Track in the New User Experience

Using the Attendance transaction form

Using Time Track from the New Employee Experience

Creating New Timesheets

Creating New Absence Requests

Opening Timesheets from the Employee Landing Page

Processing Timesheets from the Employee Landing Page

Viewing All Timesheets from the Employee Landing Page

Opening Time off Requests from Employee Landing Page

Withdrawing Time off Requests from the Employee Landing Page

Viewing Time off Requests from the Employee Landing Page

Using Timesheets in the New Supervisor Experience

Using Time off Overview in the New Employee User Experience

Using Timesheet Overview in the New Employee User Experience

Using the Time Entry Modal in the New Employee User Experience

Using the PTO Entry Modal in the New Employee User Experience

Using Form Only Mode

Using Time Track in the New Supervisor Experience

Using Time Track from the Supervisor Landing Page

Creating New Timesheets

Creating New Absence Requests

Using Employee Timesheets for Approval

Opening Timesheets from Supervisor Landing Page

Processing Timesheets from the Supervisor Landing Page

Viewing All Timesheets from the Supervisor Timesheet Overview

Using the Pending Requests Panel

Opening Time Off Requests from the Supervisor Landing Page

Working With Time Off Requests From the Supervisor Landing Page

Using the Employee Time Off Overview in the New Supervisor User Experience

Viewing Time off Requests from the Supervisor Time Off Request Page

Using Timesheets in the New Supervisor Experience

Using the Time Entry Modal in the New Supervisor User Experience

Using the PTO Entry Modal in the New Supervisor User Experience

Working With the Supervisor Timesheet Overview

Working With the Supervisor Timesheet Overview Header

Working With the Supervisor Timesheet Overview Timesheet Summary

Working With the Supervisor Timesheet Overview Activity Summary Panels

Working With Absences

Working With Exceptions

Working With ERP Errors

Working With Unaccounted for Time

Using Time Track from the Employee Home Page

Using the Attendance transaction form

Using the Real Time Transaction Entry form

Using the Real Time Transaction Entry form to Start Jobs for a Single Booker

Starting Worksets for workset-enabled employees using the Employee Home Page

Stopping Jobs or Worksets Using the Employee Home Page form

Using Stop-Start on the Real Time Transaction Entry form

Using the Employee Home Page to start and stop the machine transactions

Using Employee Home Page to view Timesheets

Using Employee Home Page to submit absence requests

Using the Dashboard Transactions Form

Clocking In Using the Dashboard Transactions Form

Clocking Out Using the Dashboard Transactions Form

Starting jobs for non-workset enabled employees or machines using the Dashboard Transactions form

Starting Worksets for workset-enabled employees using the Dashboard Transactions form

Stopping Jobs or Worksets Using the Dashboard Transactions Form

Using Time Track on a Mobile Scanner

Time Attendance

Clocking In from Lunch

Clocking In from a Break

Clocking Out for Lunch

Clocking In from Lunch

Using the Time Attendance Transaction

Starting Indirect Tasks

Starting Machine Jobs

Starting Production Orders and Setup Activities

Starting Projects

Starting Service Orders

Stopping Indirect Tasks

Stopping Machine Jobs

Stopping Production Orders

Stopping Projects

Stopping Service Orders

Printing Job Booking Reports for Employees

Deactivating Teams

Viewing Team Details

Adding Team Members

Removing Team Members

Absence management

Creating Absence Codes

Modifying Absence Codes

Printing Absence Reports

Viewing Absence Details

Creating planned absences

Creating multiple planned absences at a time

Absence Tracking

Configuring Time Off Groups

Creating a tracking year

Calculating Time Off Accruals

Review tracked leave balances and history

Annual Allowed Overrides

Overriding the Annual Allowed

Absence Request System

Requesting Time Off Using the Employee Time Off Request Form

Requesting Time Off Using the Employee Home Page Form

Approving and Denying Time Off Requests

Using the Supervisor Time Off Disposition form

The Calendar view

Using the Employee Time Off Request form

Approving or denying time off requests

Setting Up Email Notifications for Absence Requests

Configuring Supervisor to Receive Email Notifications

Configuring Employees to Receive Email Notifications

Approving and processing labor records

Configuring the Time Track

Defining Time Track Roles

Configuring site parameters

Configuring the parameters on the Calendar Setup tab

Configuring the parameters on the Communication tab

Configuring the parameters on the Time Track tab

Configuring the Colors Tab

Configuring Department Parameters

Configuring Employee Types

Configuring Elapsed Time Employee Types

Configuring the General Tab

Configuring the Punch Parameters tab

Configuring the Holidays tab

Configuring the Quantities tab

Configuring the Workset tab

Configuring the Attendance Point System

Configuring Facility Parameters

Configuring Holidays

Generating Holidays

Configuring Payroll Schedules

Configuring Premium Codes

Configuring Work Groups

Processing Payroll

Payroll Details

Using the Payroll Details Form

Viewing Records Using the Payroll Details Form

Working with Records Using the Payroll Details Form

Using the Payroll Summary Form

Viewing Records Using the Payroll Summary Form

Working with Records Using the Payroll Summary Form

Modifying Payroll Records After Processing

Modifying Individual Payroll Records After Processing

Modifying Hours Totals for a Pay Period After Processing

Loading Orders from the ERP System

Using the Elapsed Time Forms

Daily Summary Form

Elapsed Time Details Form

Creating Records Using the Elapsed Time Details Form

Editing Records Using the Elapsed Time Details Form

Viewing Records Using the Elapsed Time Details Form

Elapsed Time Weekly Summary Form

Viewing Records Using the Elapsed Time Daily Summary Form

Viewing Records Using the Elapsed Time Weekly Summary Form

Working with Records Using the Elapsed Time Daily Summary Form

Working with Records Using the Elapsed Time Weekly Summary Form

Using Hours Summary and Detail Forms

Hours Summary Form

Working with Records Using the Hours Summary Form

Viewing Records Using the Hours Summary Form

Hours Detail Form

Viewing Records Using the Hours Detail Form

Editing Transactions Using the Hours Detail Form

Using the Machine Time Details Form

Printing Reports

Printing Daily Summary Reports

Printing Employee Reports

Audit Control System

Configuring Audit Control System

Viewing Logs Transaction Logs

Viewing Logs Configuration Logs

Generating Report Output With Dataviews

Subscribing to Transaction History Reports

Running a Transaction History Report

Audit Log Maintenance

Scheduling Archive Logging with a Background Task

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