Creating clock presets

To simplify the recording of non-ON/OFF clocks, you can define additional clock presets. Each preset combines a clock type and optional clock data that is automatically included on the timesheet.

For example, you might create a clock preset named START BREAK with clock data TCODE=BRK. When a user selects the START BREAK clock preset on the timesheet, the Data field is automatically populated with TCODE=BRK.

You can also specify a time code, a job, a department, a project, or a docket for a preset. The value that you specify is appended to the clock data string on the timesheet. For example, if you specify TECH in the Job field, JOB=TECH is appended to the clock data string.

Altering the data that is associated with an existing preset does not change that data on the timesheet for any existing clocks. On the timesheet, any existing clocks that match the preset are displayed using the preset name as the type.

Note: You cannot create a preset that contains the same clock type and data string as an existing preset. A match occurs if both strings contain the same value; an exact match is not required. For example, TCODE=BRK matches TCODE=BRK&SAMPLE=TEST because both strings contain TCODE=BRK.
  1. Select Maintenance > Reader Setup > Clock Preset.
  2. Click Create New Entry.
  3. Specify this information:
    Name
    Specify a name for the clock preset.
    Description
    Optionally, specify a description for the clock preset.
    Clock Type
    Specify the type of clock for the preset.
    Time Code
    Optionally, specify a time code for the preset.
    Job
    Optionally, specify a job for the preset.
    Department
    Optionally, specify a department for the preset.
    Project
    Optionally, specify a project for the preset.
    Docket
    Optionally, specify a docket for the preset.
    Clock Data
    Optionally, specify any additional clock data for the preset. This data is appended to the clock data string on the timesheet. For example, if you specify BRK from the Time Code field and specify SAMPLE=TEST in this field, the clock data string contains TCODE=BRK&SAMPLE=TEST.
    Widget Order
    Optionally, to add the clock preset as a button on the mobility Clock widget, specify its relative position in this field.

    See the Infor Workforce Management Mobility Administration Guide for details.

    Color
    Optionally, specify the color that is used to render the labor metric clock matching the preset on the timesheet. For the changes in this field to take effect, clear your browser cache after saving the clock preset. If you do not specify a value in this field, labor metric clocks are rendered in gray.

    This value is also used to render the corresponding clock button on the mobility Clock widget, if configured using the Widget Order field.

    Note: This field does not apply to ON clocks or OFF clocks on the timesheet. If you change the color of the ON or OFF preset, only the corresponding button on the mobility Clock widget is updated. On the timesheet, ON clocks (including labor metric clocks treated as ON clocks) are always rendered in green and OFF clocks are always rendered in red.
    Clock Before Surveys?
    Select this check box if the clock transaction time for the clock preset should be captured before the surveys begin in mobility. If this option is not selected, the clock transaction time for the clock preset is captured after the surveys are completed. This is the default.

    For more information on using surveys, see the Infor Workforce Management Mobility Administration Guide.

  4. Click Save.
  5. Under CLOCK PRESET SECURITY, specify the permissions for each security group.
    By default, all security groups are granted edit permissions when you create a new clock preset.