Configuring shift defaults

To configure shift defaults, use the Shift Defaults form.

Specify these information in the Shift Defaults form:

  1. Open the Shift Defaults form.
  2. Specify this information:
    Shift Type
    Specify the shift type. The Type field is always from the default setting. The shift and description are used from the download data. The possible values are Static and Dynamic.
    Premium Flag
    This field can be set to Generate or Ignore. If the premium code is Generate, the value of the SyteLine code is searched for in Factory track and if a match is found, that premium code is applied to every day. If the code is not found, a new code is created as PRXXX where the XXX is equal to the first three digits of the percentage premium.
    Note: SL shifts that have a fixed dollar premium, Factory track ignores the premium.
    Update Shift Premium
    Update Shift Premium: This field is enabled only if Premium Flag is set to Generate.
    Logical Midnight Action
    The value in this field can be set to midnight or can be calculated by adding the default hours to the start time of the shift (only first day).
    Midnight Offset Hours
    This field can be updated, only if Logical Midnight Action is set to Calculate Using Offset and Update Logical Midnight check box is selected.
    Update Logical Midnight
    This field is enabled only if Logical Midnight Action is set to Calculate Using Offset.
    Logical Midnight Adjustment
    This value is retrieved from the default record. The possible value are: Previous Day and Current Day.
    Report Date Adjustment
    This value is retrieved from the default record. The possible value are: Previous Day, Current Dayand Next Day.
    Overtime Calculation Method
    The calculation methods are: Weekly, Daily, Weekly and Daily.
    Starting Day
    The starting day of the shift.
    Update Daily Hours
    If the check box is selected, the comparison of the start time and end time and hours for each shift day is allowed.
    ERP Labor Type Regular
    The code used to log regular time.
    ERP Labor Type Overtime
    The code used to log overtime.
    ERP Labor Type Doubletime
    The code used to log double time.
    ERP Labor Type Overtime Early
    The code used to log the early overtime.
    ERP Labor Type Doubletime Early
    The code used to log the early double time.
    Overtime Threshold
    Specify the overtime threshold, which is used for shifts that are set to the Weekly OT method.
    Doubletime Threshold
    Specify the double time threshold, which defines the point at which hours start to categorize as double time.
    Day Type Action
    This field can be set to Generate value or Assign value.
    Day Type
    This field is enabled if the Day Type Action field is set to Assign value. The day type can be fixed or calculated. If day type fixed is selected, the value field must contain a valid default type. If the day type is calculated, the day type is set for each day based on whether the day has any working hours. If it has working hours, then it is set to working day, otherwise to non-work day.
    Update Day Types
    This field is enabled if the Day Type Action field is set to Generate value. If this check box is selected, and day type is calculated, then update recalculates this field.
    Work Code Action
    This field can be set to Generate value or Assign value.
    Work Code
    The work code is set based on the calculation or fixed value. If fixed value, the work code is always set to the work code value of the default record. If calculated, the value is set to Eligible for overtime, for days with hours scheduled, or Overtime if no hours are scheduled.
    Update Work Code
    This field is enabled if the Work Code Action field is set to Generate value. If this check box is selected, and work code is calculated, then update recalculates this field.
    Assign Reduction Set
    If this check box is selected, reduction set action is applicable.
    Reduction Set Action
    This field can be set to Generate value or Assign value.
    Reduction Set
    User can specify the type of the reduction set to be used.
    Clockable
    This field is enabled, only if the Reduction Set Action field is set to Generate value.
    Exclude Absences
    This field is enabled, only if the Reduction Set Action field is set to Generate value.