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Time Track Organization and Configuration Tables Setup

Time Track Organization and Configuration Tables Setup. Development Team. Agenda . Time Track Work Flow Data Organization Mongoose Configuration Site, Site to ERP Linkage, Intranet, Site Parameters Facilities, Departments Workgroups Absence Codes Indirect Tasks Premium Codes Teams.

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Time Track Organization and Configuration Tables Setup

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  1. Time Track Organization and Configuration Tables Setup Development Team

  2. Agenda • Time Track Work Flow • Data Organization • Mongoose Configuration • Site, Site to ERP Linkage, Intranet, Site Parameters • Facilities, Departments • Workgroups • Absence Codes • Indirect Tasks • Premium Codes • Teams

  3. Time Track Work Flow Records Job Progress and Time Spent with handhelds Span of the events is limited 1 Payroll guy finds any differences sends back to supervisor to review them Payroll guy will calculate the premium and then generate the extract. Looking at the data for the span of pay cycle – week, month etc. – Let’s a week as example 3 Hours Qty Supervisor corrects, approves and authorizes exception Looking at the span of entire day of data 2 operation Payroll Extract ERP Posting Records Job Progress and Time Spent using PC or Shared terminal Span of the events is the period of login 1

  4. Organization Security Workgroup Site Facility User Department Employee Employee Type Indirect Tasks Abs Codes Premium Codes Shifts Payroll Time Off Groups Badges Configuration

  5. Mongoose Configuration

  6. Mongoose Configuration • Users Login to a Configuration. • A configuration points to • Application Database • Forms Database • Objects Database • Templates Database. • Default Site • Different configuration can be setup with same forms/objects database with different Application databases.

  7. Mongoose Configuration App 1 Database App 2 Database Forms 1 Database Forms 2 Database Configuration 1 Configuration 2

  8. Mongoose Configuration App 1 Database App 2 Database Configuration 1 Configuration 2 Forms Database

  9. Site

  10. Site • Site is starting point to all configurations in Time Track. • Site record is created by default at the time of installation. • Site record need to be updated to reflect correct values at the time of post installation. • Intranet is a key setup need to be completed in Site Form. • Each application database is linked to a Site. • A Site (application database) is mapped to a single ERP Application instance. • In case of ERPLN – A TT site is linked to ERPLN company • In case of SyteLine – A TT site is linked to SL Site.

  11. Site to ERP Ln Linkage TT Site 1 (App 1 database) TT Site 2 (App 2 database) ERP Ln 100 Company ERP Ln 200 Company

  12. Site to SyteLine Linkage TT Site 1 (App 1 database) TT Site 2 (App 2 database) SL Site 1 SL Site 2

  13. Intranets • Intranets – The following need to be configured in this form. • Task Man Settings – This is a service which executes all background jobs (like Jobs download) • SSRS Report Server – For printing SQL Server reports from Time Track. • SMTP Settings – For sending emails from Time Track

  14. Site Parameters

  15. Site Parameter Form • The following need to be configured in this form. • Payroll Code • ERP Type – Allowed values – ERPLN and SyteLine. • ERP Shift – All the Labor Transactions captured in Time Track is posted with this value to ERP. • ERP Communication Tab – Setup the connection settings to communicate to particular ERP application instance • Site Calendar

  16. Facilities

  17. Facilities • Employees can be grouped by facilities. • The following need to be configured in this form. • Various Calendars – Facility, Payroll and Absence Tracking Calendars • Dashboard Colors • Payroll Colors • Payroll Output Location

  18. Departments

  19. Departments • Employees can be grouped by Departments. • The following can be configured in this form. • Facility • Payroll Department • ERP Department – The department value that need to be posted into ERP.

  20. Work Groups

  21. Work Groups • The groups of employees for which a supervisor will manage time are organized into work groups. • Privileges Tab - Supervisors that are authorized to manage the hours of the employees in the workgroup need to be added in this tab and provide the necessary permissions.

  22. Absence Codes

  23. Absence Codes General Defines how ABS will be treated by Attendance and Work rules. AdvancedDefines how ABS hours will be displayed in Payroll and the underlying ERP. TrackedSpecifies tracking Characteristics

  24. Indirect Tasks

  25. Indirect Codes • Time Track Users record indirect time against Time Track Indirect Codes. • The following can be configured in this form. • Post To ERP and ERP Task Code • If this task should be a paid task or not for payroll reporting • General Task Section • Used for defining frequently used Job/Project, so that Users can enter a single task in elapsed Time Entry screen.

  26. Premium Codes Form

  27. Premium Codes Form • Define Premium Rates for each Premium Code • Define Payroll Codes for each Premium Code

  28. Teams

  29. Teams • Group of Employees can report all Labor Transactions using a single Team Badge. • Teams support following features • Stop Only Transactions – Report only End time for Labor Transactions • Work Sets – Ability to work on multiple Jobs at the same time. • Capture Machine Time at the same time as Labor Time. • All Employees on the team need to be clocked-in before team can start a Labor transactions. • Employees can be removed from the team at the time of Clock-out

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