Configuring Employee Records

Open the Employees form.

In the Employees form, select a blank line or an existing employee record from the grid at left.

Specify the employee number, employee name, and job title.

If you have the Time Track module implemented, select the Display In TT Mode check box. This check box allows you to specify additional employee information needed by Time Track.

Note: If you already have employee records defined in Factory Track and are now implementing Time Track for the first time, you can use the Missing Employee Information Required By Time Track Report to identify which employee records need to be updated with additional information for Time Track.

On the General tab, specify the employee's last name, first name, and middle initial.

Specify this additional information:

Badge ID

Specify a badge number. The default value is the employee number.

Payroll ID

Optionally, specify a 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. 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 the TT interface, when the labor transaction is submitted through Time Track interface.

Facility

This field is only displayed in Time Track mode. Specify the facility where this employee works.

Department

This field is only displayed in Time Track mode. Specify the department.

Work Group

This field is only displayed in Time Track mode. Specify the work group. An employee's work group defines their supervisor.

Emp Type

This field is only displayed in Time Track mode. Specify the employee type.

Shift

This field is only displayed in Time Track mode. Specify the shift during which this employee will most commonly work.

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

This field only applies to ERP LN integrations. 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.

Use OT Threshold From Shift

Select this check box to use the overtime thresholds defined on the shift form. Clear this check box to use the overtime thresholds defined on the Employee Types form.

Note:

Clear the check box to use the California OT Method.
Select the check box to use Daily & Weekly OT Methods.
However, you can use Weekly and Daily OT Methods in both ways( selecting or clearing the check box).
The parameter must be checked to use 7^th day.

Time Off Group ID

Optionally, select a time off group. An employee's time off group specifies the amount and types of time off for which the employee is eligible.

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 check box to enable this employee to clock in and out from the kiosk.
Labor: Select this check box to enable this employee to start a job from the kiosk.
Absences Requests: Allow this employee to request absence time from the kiosk.
Default Order Type: Specify the default order type the kiosk user should see on the Dashboard Transactions form.
Default Resource Group: Specify the default resource group the kiosk user should see on the Dashboard Transactions form.
Edit Labor: Select this check box to allow this employee to edit and delete their own labor records or create gap records.
Edit Absences: Select this check box to allow this employee to withdraw absence requests.

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.
Address: Specify address information. Specify city, state, postal/zip code, county, and country values.
Phone: Specify a telephone number.
E-mail Address: Optionally, if this employee will receive email notifications of absence request approvals or denials, specify an email address.
Work Country: If the employee will work in a different country from the country of residence, specify a work country value.

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 create a new tracking year:

Click new. Specify the information in the following fields:
- Tracking Year
- Time Off Group Id
- Effective Date
Click Save to view the new tracking year balances.

Click Save.

Optionally, on the Absences tab, click Time Off Requests to create and view time off requests, or click View Tracked Absences to view absence details for the employee. The Absences tab is only displayed in Time Track mode.