Virtual Training Workbook

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1 Shop SystemTM Virtual Training Workbook Time & Attendance Professional Edition

2 Objectives This session will cover the following: Company Maintenance Settings Corresponding Table Items Time Entry Options Manual Time Entry Time Entry Through Data Collection Related Reports Company Maintenance Settings System Company Maintenance Edit Data Collection Defaults Set company database path and User ID User ID will carry security option to be able to restrict Hot Spots and posting options from Data Collection If working with SQL database, no path will be displayed Optional Validation Settings work in sequential order and report accurate piece count Previous Routing Steps Must be Completed or Closed Before Operator may Start on New Routing Step Employees must work in sequential order, steps must be closed (completed) before work may start on next step Operator May Not Report Quantity Good Greater than Quantity Good on Previous Routing Step First routed step must equal quantity open and next steps must equal reported quantity good. Deters inaccurate overages Deleting current logins will only delete records for employees currently logged in. Any previously saved records will not be removed Time and Attendance Defaults Auto Rounding takes precedence over Shift Rounding Allows system to round time either up or down to the nearest time increments Using this option will prevent early clock ins and late clock outs, reducing extra time paid Round to Schedule Shift Begin/End System will look to shift times entered on the employee record, not the shifts in company maintenance Rounds forward or backward to employee s shift begin or end Time Tickets Defaults Designate columns that will be seen on the time ticket records If using manual entry option, can remover start and end times from grid so can easily just enter setup and cycle times 1

3 Time & Attendance Related Tables Employees Will only need to enter employees that will be using data collection terminal Set payroll rates, shifts and overtime calculation for each employee Shifts entered here will mainly be used for rounding purposes Overtime will calculate automatically through data collection If using manual time entry, record will need to be edited to reflect the overtime calculation Overtime can be set to daily or weekly Can set automatic breaks to work in conjunction with data collection so that breaks are taken without the employee having to use data collection terminal Automatic breaks are unpaid breaks Batch entry will allow employees to enter time for multiple jobs at once Not real time data collection manual time tickets through data collection Work Centers Can be setup as an individual machine, a group of like machines, an employee or a group of employees Establish costing and pricing rates These can be edited at the estimate or job level Rates that appear on the job router are rates that will be applied to job costing Operation Codes can be set to help provide some default values for the work center such as setup and cycle times, scrap percentages and efficiency Collection Terminals Define terminal type, listed at the end of this workbook Terminal 65 is for all PC Data Collection devices and all other terminal types will be assigned to an individual terminal number When values are entered under the defaults tab, employees will not be prompted for the information When scanning barcodes, the defaults set from the job will be used on the time ticket Data Collection Start Job begins work on a job. Will clock in employees for attendance if they have not clocked in for the day Stop Job logs employees off one job at a time. Will not clock them out for attendance Clock In clocks employees in for attendance purposes Clock Out clocks employees out for attendance purposes. Employees will need to log off all jobs first Batch employees who are enabled for Batch Entry may use this feature. It allows employees to enter time worked on jobs instead of using real time data collection. This function creates manual time tickets from data collection terminal Break manual break button, should not be used if employees have automatic breaks set up. Serves as a pause button for job costing. No cost will accumulate toward jobs while employees are on break. All breaks are unpaid Post Stock stock to job inventory transfer option. Can disable by limiting security option on the User ID associated with data collection in company maintenance 2

4 Reporting Pieces Reporting Pieces Good Will close routed steps if all quantity to make is reported as pieces good Scheduling uses data to calculate remaining time per step Reporting Quantity Good Greater than Quantity to Make Does not affect releases Overage does not pull material from inventory Need to make manual transfers for additional material used Reporting Pieces Scrapped Does not transfer material back to inventory Need to make manual transfer of material not consumed Does not affect quantity ordered Entering Manual Attendance Tickets Attendance Tickets are for payroll purposes only Time is entered in military time The Adjusted columns are for rounding, enter manual time directly in these columns Data Collection entries will use this automatically Times are entered in blocks so E2 knows what rate to pay employee at specific times Select Attendance Code to determine productive work Payroll Rate and associated GL Code fills in from the employee payroll tab Must select Over Time as Y for overtime to calculate for that block of time Total times will display on the bottom of the screen Total Time includes break time Entering Manual Time Tickets Start Time/End Time not needed for manual entries Data Collection terminal fills those out Once the Job Number is selected, the rest should fill in All information pulls from the job router If a value does not pull over then it wasn t filled out on the route Can make any necessary changes Setup and Cycle times will update scheduling and job router as pieces are reported 3

5 Exercise #1: Attendance Ticket Entry Shop Floor Control Time & Attendance New Employee Code = 106 Mike Williams Date = Yesterday s date Began work at 8:00 am / Break from 10:00 to 10:15 Adjusted Clock In = 8:00 Adjusted Clock Out = 10:00 Pay Rate = 1 Straight Adjusted Clock In = 10:00 Adjusted Clock Out = 10:15 Attendance Code = On Break Back from Break at 10:15 / Lunch from 12:00 to 12:30 Adjusted Clock In = 10:15 Adjusted Clock Out = 12:00 Adjusted Clock In = 12:00 Adjusted Clock Out = 12:30 Attendance Code = On Break Back from lunch at 12:30 / Break from 3:00 to 3:15 Adjusted Clock In = 12:30 Adjusted Clock Out = 15:00 Adjusted Clock In = 15:00 Adjusted Clock Out = 15:15 Attendance Code = On Break Back from break at 3:15 / Worked until 5:30 5:00 to 5:30 Considered Over Time Adjusted Clock In = 15:15 Adjusted Clock Out = 17:00 Adjusted Clock In = 17:00 Adjusted Clock Out = 17:30 Over Time = Y Total Break Hours = 1.0 Total Hours For Day = 9.5 Data Collection Terminal Click = CLOCK IN Employee Code = 124 Herbert Eckles Current Logins Tab shows employee clocked in for attendance purposes Click = BREAK Employee Code = 124 Eckles Current Logins Tab shows employee on break 4

6 Exercise #2: Time Ticket Entry Shop Floor Control Time Tickets New Employee Code = 106 Mike Williams Job Number = Work Center = 400 Operation Code = 24 Pieces Good = 125 Click OK to save & close Data Collection Terminal Click = START JOB Employee Code = 101 Sam Philips Job Number = Work Center = 120 Exercise #3: Time Ticket Entry for Multiple Jobs Shop Floor Control Time Ticket New Employee Code = 113 Tom Rains Job Number = Work Center = 120 Operation Code = 33 Pieces Good = 100 Machine Run = 2 Job Number = Work Center = 100 Operation Code = 20 Pieces Good = 4 Machine Run = 2 5

7 Data Collection Terminal Click START JOB Employee Number = 164 Norville Rogers Job Number = SEARCH for Work Center and select one Click START JOB Employee Number = 164 Norville Rogers Job Number = SEARCH for Work Center and select one Exercise #4: Batch Entry Data Collection Terminal Click BATCH button Employee Number = 159 Vilma Dinkley Job Number = Work Center = 410 Pieces Good = 500 Click BATCH button Employee Number = 159 Vilma Dinkley Job Number = Work Center = 410 Pieces Good = 150 Exercise #5: Data Collection Clock Out Data Collection Terminal Click CLOCK OUT Employee Number = 101 Sam Phillips Prompt = Log Off All Jobs First Click STOP JOB Employee Number = 101 Sam Phillips Job Number = Setup Time = 0 Quantity Good = 80 Quantity Scrapped = 0 Click CLOCK OUT Employee Number = 101 6

8 Click CLOCK OUT Employee Number = 124 Herbert Eckles Prompt = End Break and Retry Click BREAK Employee Number = 124 Herbert Eckles Click CLOCK OUT Employee Number = 124 Herbert Eckles Current Logins Tab Job Detail View Provides details of jobs being worked on Employee Job Number Customer Part Number Work Center Step Number Log On Time Elapsed and Estimated Time Pieces Status Job Summary View Provides summary of jobs being worked on Employee Job Number Step Number Attendance View Displays payroll records only Clocked in and breaks Work Queue Tab Needs scheduling module to be turned on to view information Alternative to printing job travelers Can start job without printed traveler Can print traveler from here Whiteboard view determines information displayed Documents Tab Print or view documents attached to jobs Can print job traveler using the search feature 7

9 Hot Spots Tab Hot Spots pull from the User ID set in Company Maintenance Other Useful Reports Attendance Summary displays time for payroll purposes Time Ticket Comparison option on displays productive vs nonproductive time Time Tracking Summary record of time tickets according to criteria selected Data Collection Device Options Time Clocks Free standing devices that can be mounted anywhere on the shop floor Still need access to the E2 database More durable for harsh shop floor environments than computers Do not take up a seat license Ethernet Clocks Connected directly to the network Each clock is configured with its own static IP address Needs to connect to a data drop using category 5 or better network patch cable to access the server T-Net Network Controller Up to 4 TT5A style clocks can be connected directly Can add a line driver to allow daisy chaining for additional clocks T-Net controller will serve as a hub and is connected to a computer running the data collection program using a serial cable to the PC s Com Port PC Data Collection Also referred to as Touchscreen One or multiple Networked PCs are placed on the shop floor running the PC Data Collection application Does not take up a seat license Can be used in combination with time clocks Can use scan guns as means of entering production information Contact Information Sales: Support: support@shoptech.com training@shoptech.com 8

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