infor time track user guide

8/10/2019 Infor Time Track User Guide

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Infor Time Track User Guide


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Copyright 2014 Infor

Important Notices

The material contained in this publication (including any supplementary information) constitutes and

contains confidential and proprietary information of Infor.

By gaining access to the attached, you acknowledge and agree that the material (including any modi-

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in the material (including any modification, translation or adaptation of the material) by virtue of your

review thereof other than the non-exclusive right to use the material solely in connection with and the

furtherance of your license and use of software made available to your company from Infor pursuant

to a separate agreement, the terms of which separate agreement shall govern your use of this mate-

rial and all supplemental related materials ("Purpose").

In addition, by accessing the enclosed material, you acknowledge and agree that you are required to

maintain such material in strict confidence and that your use of such material is limited to the Purpose

described above. Although Infor has taken due care to ensure that the material included in this publi-cation is accurate and complete, Infor cannot warrant that the information contained in this publication

is complete, does not contain typographical or other errors, or will meet your specific requirements.

As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any

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Trademark AcknowledgementsThe word and design marks set forth herein are trademarks and/or registered trademarks of Infor

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vice names referenced may be registered trademarks or trademarks of their respective owners.

Publication Information

Release: Infor Time Track Version 4.x

Publication date: February 12, 2014


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Infor Time Track - User Guide | 3

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

About Infor Time Track . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Related documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Contacting Infor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Chapter 1 Performing Scanner-Based Transactions with Infor Time Track . . . . . . . . . . . . . . . . .7

Signing In . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Clock In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Clocking in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Clocking out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Break In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Clocking out for a break . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Clocking in from a break. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Lunch In/Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Clocking out for lunch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Clocking in from lunch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Teams. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Creating teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Deleting Teams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Adding Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Removing Team Members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Job Booking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Starting Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

Starting Jobs with Quantity Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Stopping Jobs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Starting Indirect Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

Stopping Indirect Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Starting Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Stopping Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21


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Job Booking with Worksets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Loading and Starting Workset Jobs Individually. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Loading and Starting Multiple Workset Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Viewing the Workset. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Using Workset Function Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22


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About this guideThis guide explains how to perform Infor Time Track transactions using a handheld barcode scanner.

About Infor Time TrackInfor Time Track is a comprehensive solution that collects attendance data, manages labor

transactions, and organizes data for processing by your payroll and ERP applications. Time Track

manages employee clock-ins and clock-outs for shifts, lunches, and breaks, and also tracks planned

and unplanned absences. Time Track manages job starts/stops and quantities of items produces by

employees. It provides many useful reports for administrators and supervisors, accessible through an

easy-to-use dashboard interface.

Related documentsYou can find the documents in the product documentation section of the Infor Xtreme Support portal,

as described in "Contacting Infor" on page 5.

Infor ERP LN Integration Guide for Infor Time Track

Infor SyteLine Integration Guide for Infor Time Track

Infor Time Track Configuration Guide

Infor Time Track Installation Guide

Infor Time Track Licensing Guide

Infor Time Track Patch Guide

Infor Time Track Product Overview

Contacting Infor

If you have questions about Infor products, go to the Infor Xtreme Support portal atwww.infor.com/inforxtreme.

If we update this document after the product release, we will post the new version on this Web site.

We recommend that you check this Web site periodically for updated documentation.

If you have comments about Infor documentation, contact [email protected].
http://www.infor.com/inforxtrememailto:[email protected]://www.infor.com/inforxtrememailto:[email protected]


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Performing Scanner-Based Transactions

with Infor Time Track

This document explains how to use a handheld scanner to perform these time and attendance

transactions with Infor Time Track:

"Signing In" on page 7

"Clock In/Out" on page 7

"Break In/Out" on page 9

"Lunch In/Out" on page 11

"Teams" on page 13

"Job Booking" on page 16Scanner device and user administration is performed using the Infor Warehouse Mobility

Administration Tool. See the Infor Warehouse Mobility Administration Guidefor more information.

Signing InTo sign into the Infor Warehouse Mobility handheld scanner:

1. In the Device field, specify the scanner device name.

2 The Welcome screen is displayed. Press Enterto continue.

3 In the Usernamefield, specify your user name.

4 In the Passwordfield, specify your password.

5 In the Sitefield, specify the site name. The main menu is displayed.

Clock In/OutUse the Clock In/Out transaction to clock in at the beginning of a shift and to clock out at the end of a

shift.

Clocking in

To clock in:


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Performing Scanner-Based Transactions with Infor Time Track


1. From the main menu, select Clock In/Out.

2 In the Datefield, verify that the correct date is displayed. Edit if necessary.

3 In the Timefield, verify that the correct time is displayed. Edit if necessary.

4. In the Emplfield, scan or specify an employee ID number.

5. Press Enter. A Clock In Successful message is displayed.

Clocking out

To clock out:

1. From the main menu, select Clock In/Out.



4. In the Emplfield, scan or specify the employee ID number.

5. Press Enter. A Clock Out Successful message is displayed.


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Break In/OutUse the Break In/Out transaction to clock out for a break during a shift and to clock in upon returning

to work.

Clocking out for a breakTo clock out for a break:

1. From the main menu, select Break In/Out.





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5. Press Enter. A Break Out Successful message is displayed.

Clocking in from a break

To clock in from a break:

1. From the main menu, select Break In/Out.


3 In the Timefield, verify that the correct time is displayed. Edit if necessary.4. In the Emplfield, scan or specify an employee ID number.

5. Press Enter. A Break In Successful message is displayed.


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Lunch In/OutUse the Lunch In/Out transaction to clock out for a lunch break in the middle of a shift and to clock in

upon returning to work.

Clocking out for lunch

To clock out for lunch:

1. From the main menu, select Lunch In/Out.




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4. In the Emplfield, scan or specify an employee ID number.

5. Press Enter. A Lunch Out Successful message is displayed.

Clocking in from lunch

To clock in from lunch:

1. From the main menu, select Lunch In/Out.




5. Press Enter. A Lunch In Successful message is displayed.


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TeamsYou can use teams to streamline employee activities. Team members can start or stop jobs for all

members of their team in a single transaction. When performing transactions for a team, specify the

team number instead of your employee number in the Emplfield. When a labor transaction is

performed using the team number, that transaction is replicated for all members of the team.

Note:Attendance transactions cannot be performed for a team. Employees must clock in and out

individually.


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Creating teams

To create a team:

1 Select Teams.

2 Specify this information:

Dt

Verify that the correct date is displayed. Edit if necessary.

Tm

Verify that the correct time is displayed. Edit if necessary.

Team

Specify a team number.

Desc

Optionally, specify a description for the team.3 Leave the Memberfield blank and press Enter. The team is created.

Deleting Teams

To delete a team:

1 Select Teams.


Dt


Tm


Team


Desc

The team description is displayed.

3 Press F2.

4 In the Delete This Team Y/N?field, specifyYto delete the team. Specify Nto keep the team.

Adding Team Members

To add an employee to a team:


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1 Select Teams.


Dt

Verify that the correct date is displayed. Edit if necessary.Tm


Team


Desc


3 In the Member field, specify the employee number.

If the employee is not already on a team, they are added to the team, and a Successfully Added

message is displayed.

If the employee is already on another team, you are asked whether to transfer the employee to a

new team. SpecifyYto transfer the employee. Specify Nto keep the employee on their current

team.


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Removing Team Members

To remove an employee from a team:

1 Select Teams.


Dt


Tm


Team


Desc


Job BookingUse the Job Booking transaction to report the time you work on a specific job, indirect task, or project.

You can also use Job Booking to report time for machines.

Note: You must be clocked in before you can start a job or indirect task.

Starting Jobs

To start a job:

1. From the main menu, select Job Booking.

2 In the Dtfield, verify that the correct date is displayed. Edit if necessary.

3 In the Tmfield, verify that the correct time is displayed. Edit if necessary.


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4. In the Emplfield, to report quantities for an employee, scan or specify the employee ID number,

and press Enter. To report quantities for a machine, press F2.


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4. In the Emplfield, to report quantities for an employee, scan or specify the employee ID numberand press Enter. To report quantities for a machine, press F2.

5. The Open Qtyfield shows the quantity remaining to be completed. In the QCompfield, scan or

specify the quantity of items completed.

6. In the QRejfield, scan or specify the quantity of items rejected. If no items are rejected, leave this

field blank.

7. In the Reasonfield, scan or specify the reason why items were rejected. Optionally, press F4to

select from a list of available reason codes. If no items are rejected, leave this field blank.

8. Press Enter. A Successful message is displayed.

Stopping Jobs

To stop a job, repeat the process for "Starting Jobs" on page 16, but leave all fields blank.

Starting Indirect Tasks

To start an indirect task:




4. In the Emplfield, scan or specify the employee ID number. Press Enter.

5. In the New Jobfield, scan or specify the type of task you are starting, or press F4to select from a

list of available job and task types.

6. In the Taskfield, scan or specify the task number, or press F4to select from a list of available

tasks.

7. In the Work Centerfield, scan or specify the work center.

8. Press Enter. A Successful message is displayed.


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Stopping Indirect Tasks

To stop an indirect task, repeat the process for "Starting Indirect Tasks" on page 19, but leave all fields

blank.

Starting Projects

To start a project:




4. In the Emplfield, scan or specify the employee ID number. Press Enter.


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5. In the New Jobfield, scan or specify the type of project you are starting, or press F4to select

from a list of available job and task types.

6. Specify this information:

Project number

Task

Cost code

7 Press Enter. A Successful message is displayed.

Stopping Projects

To stop a project, repeat the process for "Starting Indirect Tasks" on page 19, but leave all fields

blank.

Job Booking with WorksetsJob booking with worksets is similar to job booking with single jobs, with some additional features

required to accommodate multiple booking.

Loading and Starting Workset Jobs IndividuallyPart of Time Tracks employee validation is to determine if you are a workset-enabled employee. If

you are a workset-enabled employee and do not need to start all jobs in the workset at the same time,

you can enter orders via the same set of prompts described in section "Job Booking" on page 16.

However, when a workset-enabled employee starts their first job, a workset will also be started. At this

point, the value in the Running/Queue field updates to 1/1 to indicate that a workset has been started

and that it contains one running job. You can repeat this process to individually start additional jobs.

Loading and Starting Multiple Workset JobsTo start multiple jobs in the workset at the same time, select F2 Load worksetto put the order in

the workset. The Running/Queue field displays 0/1 after the first order is loaded, then 0/2 after the

second order is loaded, and so on. This feature may be used even when there is an existing running

order in the workset, in which case Running/Queuewould display 1/2.


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Viewing the Workset

To view the workset, select F3 View. The screen displays each order, running or queued. You can

select an order and press Enter, and if the order is running, the order information will return to the

Start Jobs screen. You can execute a simple stop to stop the order in the workset, or perform a stop/

start to stop the order and start a new order. If the selected record is loaded but not running, you are

prompted to confirm that you intend to delete the job from the workset. If you continue, the queued job

will be deleted from the queue. If you do not continue, the record will be returned to the queue.

Using Workset Function Keys

When you enter the workset view, the scanner function keys change to F2 - Start All Jobs, F3 -

Report Quantities, and F4 - Stop All Jobs. Select F2 to start any queued but not running job. Select

F4to stop any running jobs in the workset.

To report quantities, you can stop each job individually, or press F3. To use the F3key, select the job

for which you need to report quantities, then select F3and enter quantities in response to the

prompts. After reporting quantities, the scanner returns to the workset view screen. You can then

press F1to return to the order entry screen.

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