Staged Time Off Groups

Use the Staged Time off Groups form to stage the time off group master data temporarily before moving it to the master data table in Factory Track.

When the synchronization process is initiated, the master data is extracted from the ERP system and written to the staging tables for time off groups. An individual staging record is created for every master data record extracted. For example, if 20 time off groups are extracted, 20 staged time off groups records are created. The defaults (set up in the Data Synchronization Default forms) are then applied to the staging tables, updating the staging record with information required in Factory Track, and is not available in the native ERP system. The Staged Time Off Groups form can then be used to alter values on the Staging records before being uploaded to the Master Files in Factory Track.

The form initially shows the base data from the ERP system along with the status set to Downloaded. When the defaults are applied, the values on the Time Off Groups Staging form are updated with the defaults and the status is changed to Defaults Applied. At this stage, this form can be used to manually change certain fields if necessary. Consequently, the batch is posted to Factory Track and the status is changed to Posted. After this action is updated, no changes can be made to the staging records (for time off groups).

These fields display the staged record of the form:

  • Batch Number
  • Time Off Group Id
  • Description
  • Absence Code
  • Description
  • Absence Tracking Method
  • Annual Hours Allowed
  • Validation Type
  • Carry Forward
  • Maximum Carry Forward
  • Increment Type
  • Accrual Value
  • Posted
  • Master Record Exists
  • Posted Date/Time
  • Post Status
  • Error Code
  • Error Message
  • Updated By

For more information on the above fields see, Configuring Time Off Groups .