Day 3 Conference Details

1. Day 3 Conference Details Dial-in Information (Also in meeting invite) Call-in toll number (US/Canada): 1-650-479-3207 Call-in toll-free number (US/Canada): 1-855-244-8681 Global call-in numbers: https://nainfor.webex.com/nainfor/globalcallin.php?serviceType=MC&ED=298871947&tollFree=1 • WebEx Details: Webex: https://nainfor.webex.com/nainfor/j.php?J=595167195 • Meeting Number/ Access Code ----- 595 167 195 Please contact navin.kulkarni@infor.com if you have questions

2. Infor Factory TrackTM 5.00 Training – Day 3 August 6th2014

3. Time TrackAdministrative Activities Development

4. Time TrackConfiguration Overview Payroll Employee Type Holiday Site Work Group Employee Supervisor/Admin Shift Department Facility Holiday Organization Security Badge User Configuration

5. Organization Security • Employee Record: • Is the Culmination of all configuration activities • Requires input from all areas • Organization tables • Security tables • Configuration tables • Defines how employee Attendance and Labor activity will be captured and managed Workgroup Facility User Department Employee Indirect Tasks Abs Codes Shifts Premium Codes Time Off Groups Payroll Employee Type Badges Configuration

6. Organization • Organization Table Input: • Facility • Facility Holiday Calendar • Payroll Calendar • Absence Calendar • Hours Form visual cues • Payroll Form Visual cues • Department • Group employees in sub total groups Facility Department Employee

7. Facility Form Facility ID – Code that the Facility will be identified by Payroll Code – Code that will be displayed if Facility is specified in the extract string ERP Code –Not in use in this release Time Zone – Not in use in this release General Tab – Defines Faciltiy, Payroll and ABS Tracking Years and Start Dates - Contains links to Holiday Form - Contains lins to Facility Calendar Dashboard Colors Tab – Defines letter designations and colors for Hours Summary visual cues Payroll Colors Tab – Defines visual cues for the Payroll Summary form Payroll Output Location – Specifies the location that payroll extracts will be saved to.

8. Facility Form – Dashboard Colors Tab

9. Facility Form – Payroll Colors Tab

10. Facility Form – Holiday Form

11. Department Form Department – Code that the Department will be identified by in Time Track Facility – Identifies the Facility that the department is a subset of Payroll Department –The code that will be displayed in the Payroll extract ERP Department – The department cross-reference in ERP. This value must be a valid ERP Department or transactions using this department will fail to post due to booking errors

12. Organization Security • Security Table Input: • Workgroup • Supervisors gain access to employee via Workgroup • User Profile • Employees gain access to application via Employee profiles Workgroup User Facility Department Employee Badges

13. Work Group Form Privileges Tab – User profiles listed here will be given access to the hours of the employees of the work group Privileges Checkboxes – These Checkboxes define that actions the authorized user may perform on employee records within the work group Employee Tab –When an employee is assigned to a Work Group on the Employee form. The employee’s name is added to the Employees tab of the specified Work Group

14. Organization Security • Configuration Table Input: • Time Off Group • ABS Tracking characteristics • Shift • Employee Schedule • Foundation of Attendance and Labor Rules • Specify OT Method • Define Premium eligibility • Employee Type • Ties to Payroll • Specifies default Gap codes • Specifies default ABS codes • Completes Attendance and Labor rules definition Workgroup Facility User Department Employee Indirect Tasks Abs Codes Shifts Premium Codes Time Off Groups Payroll Employee Type Badges Configuration

15. Configuration Forms – Time Off Groups Time Off Group Header Defines group ID Defines Tracking Method Group Detail Defines the ABS Codes Annual Hours Allowed Validation Type Carry Forward configuration Accrual Configuration Increment Type Calculation of Accrual Value

16. Shift ConceptsHours Definitions Scheduled Shift HoursHours defined by the Start and End times stated in Shift Configuration Authorized HoursMaximum number of Clocked Hours allowed per Shift Day.

17. Shift ConceptsSet Up • Shift Record : This defines the Employee Schedule. The time employee needs to clock-in/out. • Reduction Set : This defines the break times in the Shift. Reduction Set Rules Clock-Out Rules Clock-In Rules

18. Shift ConceptsShift Types: Dynamic vs. Static Static Shift: • Requires Clocked Hours or ABS Hours to account for all Scheduled Working Day time. • Authorized Hours based on Scheduled Start and End Times. Dynamic Shift • Allows unaccounted for Scheduled Shift Hours to be overridden via Supervisor Authorization. • Authorized Hours based on Clock In.

19. Shift ConceptsStatic Shift Vs. Dynamic Shift: Static Shift Dynamic Shift

20. Shift ConceptsReport Date Adjustment Current Day Shift starts and ends in a same day, then report date adjustment can be set to Current Day

21. Shift ConceptsReport Date Adjustment Previous Day Shift overlaps Day2 Shift starts at Day 1 and ends at Day 2, depends on the requirement, report date adjustment can be set Previous Day

22. Shift ConceptsReport Date Adjustment Next Day Shift overlaps more on Day2 Shift starts at Day 1 and ends at Day 2, depends on the requirement, report date adjustment can be set Next Day

23. Shift ConceptsCore Times • Defines Start and End Times for each Shift Day • Defines the Hours type applicable for each Shift Day • Day Type • Working Day – Normal working day in the week. Either Employee should have Attendance & Labor reported or should be reported using an Absence record • Non-Work Day – Employee is not expected to work or report hours, but can do so • Not Allowed – Employee is not allowed to report hours on this day • Reduction Sets define breaks for the shift

24. Shift ConceptsAuthorized Hours • Defined for each Shift Day within the Shift Configuration form. • Hours In Excess of Authorized Hours result in Exceptions. • Configuration may include only Regular hours or may be expanded to include all hours types. • Premium Codes can be defined for every Hours Type

25. Payroll Schedules Form Define Payroll Generation Frequency Generate Payroll Schedule Define Payroll extract file format Define data mapping on extract

26. Payroll Schedules Header Payroll Schedule ID • Referenced by Employee Type • Only link between Employee and Payroll Payroll Calendar Start Date and Year • Defined on Facility Form Payroll Generation • Defines Frequency • Weekly, Bi-Weekly, Monthly, 1st & 15th Generate Pay Periods • Required to view employee’s activity on the Hours summary form View Calendar

27. Payroll SchedulePayroll Periods Weekly • First periods starts on Payroll Calendar Start Date and runs for next 7 days. • All subsequent periods start on the same weekday that the Payroll Calendar Start Dates falls on. Bi-Weekly • First periods starts on Payroll Calendar Start Date and runs for next 14 days. • All subsequent periods start on the same weekday that the Payroll Calendar Start Dates falls on. Monthly • Payroll Calendar Start Date must be on the 1st of a month • First period starts on the Payroll Calendar Start Date and runs to the last day of that month Semi-Monthly • Each week in a pay period is a complete 7 days • The period ends on the last day of the last full week prior to the 1st or 15th • Most pay periods will be 2 complete weeks but some will contain 3 full weeks.

28. Payroll Structure Single Record Per Employee 300119, 21:15, 10:00, 00:00, 20130220, 8, J, 07:30, P, 07:30, V, 07:30

29. Payroll Structure Clocked & Alternative Hours Records

30. Payroll Structure Breakdown By Hours Type 300119,R, 21.25, 20130220, 8 300119,O, 10.00, 20130220, 8 300119,D, 00.00, 20130220, 8 300119,J, 07.50, 20130220, 8 300119,P, 07.50, 20130220, 8 300119,V, 07.50, 20130220, 8

31. Payroll ScheduleExtract Configuration • Select Fields to include on extract • Select data sequence for extract • Configure fixed lengths • Length of field • Field justification • Display sample of mapping selections

32. Extract Configuration Default Extract Structures

33. Extract Configuration Hours Breakdown by Type

34. Payroll ScheduleSummary • Connects to Employee via Employee Type • Multiple period settings, Weekly, Bi-weekly, Monthly, 1st & 15th • Multiple Extract Structures, Single line, Clocked & Alternate lines or 1 line per hours type • Configurable extract mapping

35. What is an Employee Type ? Examples: • Time clock vs Elapsed Time Data Capture • Weekly Payroll vs Bi-Weekly • Paid default ABS vs unpaid • Realtime Posting to ERP vs After Processing or not at all • Remarks mandatory or not required • Use ABS Approval System or not • Variable Grace Period Tolerances • Allow Auto Start or Stop • Round Punches • Complete Week Met Requirements • Gap Exception Threshold • Allow Clock in on Holidays Groups of employees that have similar attendance and labor data collection characteristic.

36. Employee Type – Configuration Employee Type Header – Assign Payroll Schedule General Tab – Main Employee Type characteristics Punch Parameter Tab – Defines Clock in rules and rounding parameters. • In combination with an employee’s shift record completes the definition of Attendance and Labor rules. Holiday Tab – Defines Attendance and Labor rules for Holiday Report Dates.

37. Employee Type Header Employee Type Header – Assign Payroll Schedule • Assignment required in order to see employees of the Employee Type on the Hours Summary form.

38. Employee Type – General Tab Default ABS Code – ABS that will be created when the A icon is invoked on the Hours Summary form Labor Posting To ERP – Real Time, After Processing, None Process To Payroll –Unchecked no payroll record is created Remarks Mandatory – An entry is required to save a modified hours record Use Absence Approval System – Checked turns the system on Stop Only Transactions – User enters stop time and the application determines the start time based on the prior punch Combine Labor and Machine Time – Generates a corresponding machine record for each labor record Elapsed Time Data Collection – Unchecked the employee’s time is captured via start and stop transaction. When checked elapsed time entry is used.

39. Elapsed Time Configuration Process Method – Process hours weekly or on a daily basis. Manual Hours Categorization – Will system calculate hours categorization or will user enter hours type. Allow Alternate Hours –Active with Manual Hours Categorization, allows a 4th hours type that accounts for regular hours over the OT threshold. Collect Attendance Hours – Allows the employee to clock in. Require Attendance Match Labor – Active when Attendance hours are being collected. Daily attendance hours must equal labor hours. Allowed Variance – Active when Attendance must equal labor. When variance with in threshold adjusts the last labor job so daily totals are equal. Submit 40 Hour Week – Submits 40 regular hours when attendance hours are not captured

40. Punch Parameter Tab Grace Periods Tolerated variance from scheduled Attendance transaction. Penalization Rules Adjustment for violation of Grace period. Rounding Rules Applied if punch is outside the boundary of Grace and Penalization rules. Automation Rules Defines automated aspects of transactions. Complete Week Not Met Rules Defines hours categorization rules when complete week not met.

41. Automation Rules Auto Start • Clock and Break/Lunch Transaction set separately • Starts the prior labor transaction that was previously auto stopped. Auto Stop • Clock and Break/Lunch Transaction set separately • Stops labor transactions that are running when stop attendance transaction is entered. Max Auto Adjustment between Jobs • Labor start transaction that start within this threshold will be adjusted back to the prior stop. • Will be applied to gaps between Attendance and Labor transactions as well as to Labor to Labor transaction. Auto Fill Gaps • Automatically fills gaps that exist at clock out • Fills with the ERP Fill Code • Generates an exception when gap >= Max Gap

42. Complete Week Not Met Rules Complete Week Concept • Shift may specify automatic OT or DT on the 6th and or 7th Shift Day. • When a complete week is met the work codes in the shift record are used • When the complete is not met the work codes specified in the not met parameters are applied. Overtime & DoubletimeThresholdsDefines the point where the accumulation of OTE hours in a week begin to categorize as OT or DT. Weekly OT Parameters Specifies complete week rules for the Weekly OT Method. Daily and Weekly OTSpecifies complete week rules for the Daily and Weekly OT Method.

43. Rounding Parameters The Tolerances for Employee Schedule is divided into 3 categories Grace Periods – Highest Priority Penalization Rules – Applied if the punch time is outside the Grace period with relative to Schedule time. Rounding Rules – Applied if punch is outside the boundary of Grace and Penalization rules.

44. Hours Definitions Clocked HoursTime that accrues between an In transaction and an Out transactions. Absent HoursUnclocked Hours during Scheduled Shift Hours. ABS HoursAbsent Hours accounted for with an ABS Task code. Booked HoursClocked Hours spent assigned to a direct order or indirect task. Unaccounted For HoursClocked Hours that are not assigned to a direct order or indirect task.

45. Penalization Rules for Clock-In No Penalization rule for early clock-inoutside grace period Penalization Rule for late clock-in out side the grace period

46. Penalization Rules for Clock-Out Penalization rule for early clock-Out before grace period No Penalization Rule for late clock-Out after the grace period

47. Rounding Rules Rounding Down Rounding Up

48. Clock-In/Out grace adjustments

49. In-Punch Flow

50. Out-Punch Flow