Configuring Site Parameters

Open the Site Parameters form.

Specify this information:

Site: Specify the appropriate site. The site name and description are displayed. If you need to create a new site, open the Sites form.
ERP Type: Specify the appropriate ERP type.

To generate form component views, click Generate Strings View, Generate Component View, and Generate Menus View.

On the Calendar Setup tab, select a start date for the site calendar and specify a tracking year.

Click Site Holidays to edit holidays.
Click Site Calendar to view a 12 month array of the site calendar.
Configure Work Week Start Day. Specify this information:
1st Day of Work Week

Set the day of the week that must be considered as the first day of the work week. By default, this value is set to Monday.
Note: For Daily Elapsed Employees and Clocked hours employees, this day is considered as the start day of the work week for the selection criteria on the Hours Summary and Daily Elapsed Summary forms. This day is also considered for Weekly Elapsed employees' hours processing. Weekly Elapsed employees must be assigned to Payroll Schedules that have period start dates that correspond with the Site’s 1st Day of the Work Week setting.

Work Week Effective Date

Specify the date from which the change in the first day of the work week, is effective. All the weekly selection criteria for report dates equal to and after this date use the corresponding 1st Day of Work Week to display the records. Queries on report dates, prior to the Work Week Effective Date use the 1st Day of Work Week corresponding to the effective date, for the display of records. If there is no Work Week Effective date that corresponds to the report dates in the query, the default 1st Day of the Work Week is considered for the display of records.
Note: For Weekly Elapsed Employees in addition to use in selection queries, this parameter is considered as the work week start date for the selection criteria on the Hours Summary and Weekly Elapsed Summary forms

Generate work week
Click Generate work week to modify the 1st Day of Work Week setting. If a Work Week Effective Date is specified, report dates prior to the effective date use the default 1st Day of Work Week or the 1st day that corresponds to the 1st day defined for the period, prior to this change.
Note:

For Weekly Elapsed Employees, effective dates should be set to the current calendar date or to a future date.

Elapsed Detail records for weekly employees on report dates prior to the effective date of the work week change or that have create dates that are prior to the work week change, create date cannot be reset. The Generate Work Week utility resets records to the new Work Week Start for Weekly Elapsed Time employees with Elapsed Detail records for future dates (ie, planned absences or holiday abs records).

Contact Infor Support to review your data structure prior to generating a new work week start day.

On the Infor Cloud suite industrial Communication tab, specify this information:

User Name: Specify Syteline automation user to be used to communicate with Syteline for transaction postings and validations
Password: Specify the password for the user name.
Configuration Name: Specify the Syteline configuration.
URL: Specify the SyteLine Runtime URL to connect to Factory Track. Specify the SyteLine utility server name and retain the remainder of the path (/IDORequestService/RequestService.aspx). Also, in the response_file_path tags, specify the Factory Track utility server name and retain the remainder of the path (/Response).

In the SyteLine Data Views section, specify this information:

Server: Specify Syteline database server name.
Database: Specify Syteline application data base name. After updating right server and the database information click Test connection button, to populate data for the version field.
Site: Select the right Syteline site using site combo box look up.

To verify your connection to SyteLine, click Test Connection. If the test is successful, click Generate to generate data views.

On the Time track tab, the add the following information:

Payroll Code

Optionally, specify a payroll code. Payroll codes identify each record as originating from a particular site.

ERP Code

Specify an ERP code. Typically, a site code for Infor Factory Track is specified in the underlying ERP software. The ERP code specified on the Site Parameters form must match the Infor Factory Track site code specified in the ERP.

ERP Shift

Specify an ERP shift code. The code specifies a Working Time Table (WTT), which is a generic 24/7 calendar specified in the ERP system.

Allow Offset Posting

Select this check box to automatically zero out frozen posts by posting an offsetting negative value; for example, a frozen post of 4 hours will be offset by a post of -4 hours. Clear this check box to display an ERP error in response to frozen posts.

Allow Repost

Select this check box to allow edited transactions to repost to the ERP system. Clear this check box to display an ERP error in response to reposted transactions.

Use Global Posting

Select this check box to specify how to prevent posting of records sharing a specific employee number and report date combination when one or more records contains an error. For example, an employee posts a group of four records in which the third record contains an error. Select Use Global Posting to block posting of all four records. Clear this check box to post records 1, 2, and 4, and to block only record 3.

Post Start End Times to ERP

Select this check box to report shift start and end times to ERP even when those times occur on separate days. Clear this field to always report shift start and end times on the same day in accordance with the configuration settings of the shift.

Allow Revert Processed Payroll

Select this checkbox to allow users to revert payroll from Processed to Submitted.

Note:

If the checkbox is selected and the user has the work group privilege Revert Payroll set to Yes, users can use the revert icon on the Payroll Summary and Payroll Detail forms to revert payroll from Processed to Submitted. When the user’s work group privilege Revert Payroll is set to No the revert icon is set to active but if the user invokes it they will be hard stopped with a message advising the user is not authorized to revert payroll.
If the checkbox is cleared, the revert Icon for both the Payroll Summary and Payroll Detail forms is deactivated. The feature is turned off for all users regardless of the Work Group privilege setting.

Allow Attendance Transactions On Future Date

If this check box is selected, future transaction dates and times can be used when entering attendance or labor transactions. If the check box is cleared, only current or past transaction dates and times can be used.

Note: The parameter does not restrict entry of planned absences or future absence requests.

On the Colors tab, click Colors to select a color format to denote holidays. Specify a foreground (text) color and a background color and view the result in the Sample field. When finished, click Save and Exit.