Defining Basic Data in Time and Attendance
This document explains how you define the basic data that is necessary for calculating time in the Time and Attendance component group. Examples of basic data are schedules, employees, time types and employee groups.
Basic data is defined after you have configured Time and Attendance. You also define basic data when you for example enter a new employee.
Outcome
All basic data needed for calculating times have been defined according to your company's policies.
If needed, you have printed reports with information about these basic data.
For more information on the outcome of this process, refer to the following documents:
- Defining Schedules for Time and Attendance
- Creating Time Rules, Time Balances and Employee Groups in Time and Attendance
- Defining Employees and First-time Calendars in Time and Attendance
You can use Time and Attendance in the manner it is meant to be used, that is to process times. This means, for example, that:
- Employees can clock times and activities manually. Times are clocked in 'Clock In/Out Transaction. Report' (TMS001). Activities are clocked in 'Time Activity. Clock In' (TMS002) and 'Time Activity. Clock Out' (TMS003).
- You can calculate employee times. Times are clocked in 'Calculated Time. Generate' (TMS400), and 'Calculated Time. Approve On-screen' (TMS230).
Before you start
Time and Attendance must be configured. See Configuring Time and Attendance and Manufacturing Order Processing.
Follow These Steps
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Defining Schedules
Define schedules that contain breaks, work hour definitions and flex schedules.
See Defining Schedules for Time and Attendance for the programs used.
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Defining Time Rules, Time Balances and Employee Groups
Define time rules and employee groups. These control when certain types of times are to be calculated.
Create time balances so that times can be displayed per department or employee.
See Creating Time Rules, Time Balances and Employee Groups in Time and Attendance for the programs used.
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Entering Employees and Defining Calendars
Enter an employee and create his/her calendar. The information entered here controls how times are calculated and processed for the individual employee.
See Defining Employees and First-time Calendars in Time and Attendance for the programs used.
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Create Activities
Classify various types of activities that lie outside the employee's normal work tasks (union work for example). Enter these individually in 'Time Activity. Open' (TMS115) so that you can see how much time is spent on each activity.