Using this manual. Using this manual

Transcription

1 Preface It is important to understand the idea behind the different types of information that have to be set up, before the Shop Floor Control module is ready for use. As a safety precaution Axapta does not allow you to delete base data records if these records are referenced in transactions elsewhere in the system. If you start entering transactions with an inappropriate setup, you may have to start all over again, because once base data are entered and once the data are used in transactions, it is difficult to adjust the data structure. 1

2 Using this manual Using this manual Most of the information about the contents of specific fields is found in Getting Started with Shop Floor Control, or should be looked up in the on-line Help. As a general rule the most important fields are described in Getting Started. In procedures, each tab sheet is described in a separate table. s that appear on more than one tab are only described the first time they appear. 2

3 Modules in Shop Floor Control Modules in Shop Floor Control Shop Floor Control is a module for accumulation and processing of clock in/clock outand Job registrations as well as processing of the collected data with a view to a final pay- and calculation basis. Registrations are made via PC using bar code scanners and/ or keyboard. In this system we have attached importance to a high information level for the users, so that they can see which registrations and quantity reports they have made. Furthermore the system has been constructed in such a way that, in spite of the complex functionality, it is easy to operate for employees at all levels. This means for example: few well-arranged windows with a high information level, few keys for the operation of the system, and a functionality which is aimed at working in practice on a daily basis. Shop Floor Control consists of the following modules: Clock in/clock out Job registration Pay generating The pay generating module does not depend on a certain pay program, as a complete pay basis can be delivered as a report or as a Comma file. Clock in/clock out The clock in/clock out module contains functions for the registration of the clock in- and clock out times of the employees. Furthermore the module also contains all the basic facilities and print-outs concerning calculation of time and so on. The following facilities are included in the clock in/clock out module: Clock in/clock out registration Profile setup of the employees clock in/clock out/break profiles Automatic Profile search Facilities for rounding off of clock in- and clock out times according to profile Handling of flextime Calculation and approval of time including overtime- and absence handling Fully parameter-operated functionality 3

4 Modules in Shop Floor Control Job registration This module is a superstructure of the clock in/clock out module, which offers the possibility of accumulating time for the individual jobs and reports of quantities and errors. Furthermore it offers the possibility of a totally paperless registration, as jobs can be searched and selected electronically in a job tree structure containing planned jobs which have been generated by the planning system in the MRP module of AXAPTA. With the built-in co-assistant function, the registration is made easier for the employees who work on the same jobs all day. The following functionality is included in Job registration: Job registration with accumulation of time and units as well as causes of errors in scrapped items The possibility of manual distribution of calculated overtime for the productions of the day Automatic start of jobs at clock in-registration Partial quantity reports on active jobs Bundling of jobs. The employee bundles jobs himself, and he can all the time edit bundles that are being worked on Optional setup of 3 different allocation keys to bundles per workcenter Possibility of break registration The team function which allows one employee to operate the job registration for a group of employees Electronic search of jobs generated from the MRP module of AXAPTA. The pay generating module On the basis of entered registrations, the pay generating module allows the generating of a full pay basis for the individual employee. The pay costs can then be distributed on the individual productions. As the distribution of costs is parameter-operated, it is for the individual firm to decide which pay costs are to be transferred to production. The generated pay basis can be made out in the form of report/comma file for use in an external pay system. The following functionality is included in the pay generating module: 4

5 Modules in Shop Floor Control Pay setup per employee with the following setup options per day in the week: - Standard time - Paid breaks - Overtime - Different automatic bonuses - Flextime All setups can be delimited as to hours of the day, and can be made dependent on MRP operations. This allows for example the setup of operation-conditioned bonuses within a certain period, and so on. Setup of pay types and rates Freedom of choice as to which pay costs are to be transferred to production Statement of bonuses on employees Overriding of pay setup at the approval time 5

6 Conditions of using the Shop Floor Control module Conditions of using the Shop Floor Control module The below conditions are set up on the assumption that all the modules in Shop Floor Control are used. Pay You are to set up pay types, which are the different pay types that an employee can get. Furthermore you are to set up pay agreements which are linked to the pay types. Finally you are to set up bonuses which are used to make the employees pay lines complete. Parameters The parameters of the Shop Floor Control system are to be set up so that the system works in a way which the firm considers to be the most adequate. Indirect activities You are to define indirect activities that the employees are to use when registering time that cannot be related direct to a job. The indirect activities represent the indirect production costs. Calculation groups You are to define and set up calculation groups which are used in connection with the calculation on the employees registrations. Approval groups You are to define and set up approval groups which are used in connection with the approval of the employees registrations. Profiles You are to define and set up the clock in/clock out patterns according to which the firm s employees are to work. Allocation keys Finally you are to link allocation keys to the resources of the firm. The allocation keys are used for distribution of time when a number of productions are gathered in a bundle. 6

7 Understanding Clock in/clock out registration Understanding Clock in/clock out registration This menu item is used by employees to make clock in- or clock out registrations, when they either arrive at work or leave work. 7

8 Working with Clock in/clock out registration Working with Clock in/clock out registration General The starting-point for all registrations, and therefore also for clock in/clock out registrations in the Shop Floor Control module, is the Registration window. The Registration window is a window where an employee who wants to make registrations has to identify himself. 1. The Registration window contains the following fields and information: Clock Calendar Employee Noticeboard The clock is displayed. The clock appearence can be parameter controlled. The calendar shows the calendar days of the months. In this field the employee can click the arrow/make entries on the right, then an overview of all the employees that are linked to the system will appear. Select the actual employee with the mouse, or simply type in the employee ID. The noticeboard contains information for the employees. 8

9 Working with Clock in/clock out registration In the window there is a continuous display of the clock and the actual date. Clock in-registration In the Employee field you enter the number or PIN of the employee. When stating the number or PIN of the employee there is a validation that it exists, and that it is registered in Shop Floor Control. If the employee is not validated flawless, an error message is given in an error log on the screen. If the employee is flawless it is checked if the previous registration of the employee was a clock out-registration. If this is the case, Shop Floor Control automatically makes an clock in-registration on the employee. Clock out-registration In the Employee field you enter the number or PIN of the employee. Then the system makes a clock out-registration on the employee and returns to the Registration window, ready for the next employee. 9

10 Understanding Job registration Understanding Job registration The Job registration is used by employees, first to make an clock in registration, and then a Job registration. The Job registration contains information about: Productions: It is possible for the employees to register on production. Indirect activities: It is possible for the employees to register on indirect activities. Bundles: It is possible for the employees to continue on an existing bundles or set up a new bundle and here gather a number of jobs in one bundle. Co-assistant: It is possible for the employee to register as a co-assistant to other employees. Break: It is possible for the employee to select registered breaks or drop of breaks. Clock out code: It is possible for the employee to select different types of clock outregistrations. Information: It is possible for the employee to get information of the profile time, the last calculation of times, or, if it is a flex-employee, the flex balance. 10

11 Working with job registration Working with job registration When the number or PIN of the employee, and perhaps the clock in registration of the employee have been given, the system changes to the job registration window. The employee is always started on a waiting job if there are no ongoing jobs on the employee. On the left there is a jobtree which contains the functions that the employee can select. To display the menu items of the jobtree, the user has to click/press the Plus buttons, then the jobtree displays further levels. 1. The Job registration window contains the following fields: Registration Description A job can be selected by entering/scanning the job-id of the job into this field. 11

12 Working with job registration Reference Job-id Description Start time End time Good quantity Error quantity Job is finished Work in process Description Reference type for job-id on the registration. The job-id of the job. All jobs that are made are allotted an idnumber. This happens at all levels and for all Job types Description of the job Start time for the actual job End time for the actual job Good quantity registered on the job. Error quantity registered on the job If this field is checked, the job is finished. If this field is checked, the job is ongoing The bottom of the window contains the jobs on which the employee has worked in the course of the day. The table contains the start time, end time, and number of Good reported finished, and Error units. Furthermore it appears whether the job is still ongoing, or it is reported finished. Registration on a job When a production is released in the MRP module of AXAPTA, then the jobs of the production are visible in the Shop Floor Control module. In order for the employee to be able to register on a job, click/press the Plus button at Productions. Then the different resources will appear. If the Plus button is clicked again, jobs that are linked to the resources will appear. To select a job, the user has to place himself on top of the job and press Enter. Then the job will appear on the right. A job can also be selected by entering/ scanning the job-id of the job into the field in the top left corner of the window. If the Start Number of units field under Parameters is checked, the following window will appear: 12

13 Working with job registration 1. The start quantity contains the contains the following fields: Production Started Operation Started Quantity Scheduled production quantity. Started production quantity. Calculated quantity in this operation. Quantity started on this operation. Quantity started. Here the employee can start a number of units. This function only exists in the Process Job type, and if it is the first operation in a route. Registration on indirect activities In the jobtree you select the Indirect activities menu item. Click/press the Plus button, then an overview of the set up activities will appear. Select the activity by placing yourself on top of the actual one and pressing Enter. Then the activity will appear on the right. Quantity reports on a job When starting new jobs, the system will automatically close the previous job and require a quantity report from the job that is closed. This means that the Quantity 13

14 Working with job registration report window will automatically appear immediately on starting new jobs. However, this will not happen if it is an indirect activity that is closed. 1. The quantity window contains the foll0wing fields: Good quantity Error quantity Good Error Error cause Finished Number of Good quantity. Number of Error quantity. Number of Good reported. Number of Error reported. Cause of error attached to the error quantity. Reported as finished. In this window the number of Good and the number of Scrapped as well as Error cause of the job that is closed can be reported. In the Finished field, enter a Finished code for the job. The Finished code is for either Yes or No. If the Finished code is for Yes, the job will be reported finished, and there can be made no further registrations on it. Partial quantity report on a job If, in the course of the day, the employee is to make a partial quantity report for a production, the employee can do this by placing himself at the bottom of the Job registra- 14

15 Working with job registration tion window in the Job-id field and pressing Enter. Then the Quantity report window will appear. Registration on bundle jobs If an employee wants to work on more jobs at the same time, he simply do so by selecting more than one job to be started. Then the jobs will appear on the right. If an employee then wants to add jobs to a bundle, he is to select the new bundle menu item, and after that Continue bundle. Then the job will be added in the existing bundle. If instead the user selects a new registration under New bundle, a new bundle will be set up. This, however, depends on the New bundle field under Parameters being checked. It is also possible to report quantities and thus end a job in a bundle. Here the employee places himself at the bottom of the window on the actual job, and in the Job-id field he presses Enter. Then the Quantity report window will appear, and a report can be made and the job can be finished. Co-assistance If more co-assistants work on the same jobs at the same time, the Team function comes in handy. By registering as a co-assistant to another employee a so-called pilot- you handover to another employee the pilot to make the job registrations and the quantity reports for you. An employee will automatically become a pilot, if another employee registers himself as a co-assistance to him. An employee automatically ceases being a co-assistant to a pilot the moment the employee himself registers on a job. To register as a co-assistant, you select the Co-assistance menu item in the pathfinder. Click/press the Plus button, then all turned up employees will appear. By placing yourself on top of one of the employees and pressing Enter, the employee becomes a coassistant to the pilot. Handing over the pilot function If, for a short period, a pilot is to be registered on another job and thus cease being pilot for his group until he returns after a short time, the pilot can hand over his pilot function to one of the co-assistants, who will then be a temporary pilot. In this way you avoid a situation where all co-assistants have to register on the new pilot. 15

16 Working with job registration To carry out this function, the pilot will have to select the Co-assistance menu item in the pathfinder. Here the pilot will have a menu item called Hand over pilot. He selects this menu item and then he selects the co-assistant who is to act as the new pilot. Later when the old pilot is again going to act as pilot, the former is to register as a coassistant to the acting pilot, and then the latter hands over his pilot function. If you have answered Yes in the Permanent teams field under Parameters, the pilot relations are maintained also at a clock out-registration. After that, the first employee to make an clock in registration will then appear as pilot for the others in the co-assistant group. Registration of breaks When the employee is to have a break, he can register on a certain break type. Select Break in the jobtree and click the Plus button, then the options will appear. Place the cursor on top of the Break type and press Enter. The nominated time of the break is deducted from the job. After the break the employee is started on the same job again. If the employee has defined breaks in his profile, all the breaks can be dropped via the Drop all breaks menu item. If a break is to be dropped, select the Drop a break menu item. It has to be done within the period when the break should have been taken. Clock out code Via the clock out code menu item in the jobtree the employee can, when he wants to make a clock out registration, select which type it is going to be. At the end of a working day you normally select clock out code. This is done by placing the cursor on top of the code and then pressing Enter. If, however, the employee wants to make a clock out registration before the end of his profile time, he can select an Absence category. This may for instance be dentist, doctor, and so on. Here you also place the cursor on top of the code and press Enter. The selected clock out code will then fill in the rest of the profile time, when a calculation on the employee is being run later on. Information The Information menu item contains general information for the employees. Click the Plus-button, then the Profile time, Last calculation and Flex menu items will appear. Last calculation contains information about when the last calculation has been made, number of hours, number of overtime hours, and absence hours. Flex contains information about the flex balance per date. 16

17 Understanding calculation Understanding calculation The calculation function makes a calculation on the employee s registrations. The calculation applies to groups and is normally carried through by foremen and/or supervisors. A flawless calculation on an employee is a condition of a further processing in the system, as the calculation makes various forms of validation and tests for absence category and so on. The calculation window contains information about The employee s profile The profile time Start time and stop time Paid time, paid overtime, and absence, if any. 17

18 Working with calculation Working with calculation The first stage in the processing of the employees registrations is the calculation. 1. The Overview tab contains the following fields: Employee number Profile Profile hours Start time End time Payment time The employee number which is the employee s identification. The employee s profile which is used in the calculation. Number of profile hours. The employee s start time on the actual day. The employee s end time on the actual day The time for which the employee is to be paid 18

19 Working with calculation Payment overtime Absence Calculated Approved Transferred Error The field contains the time that the employee is to be paid for overtime. Absence for the employee. If this field is checked, the line has been calculated. If the calculation should be cancelled, remove the marking in the C field. If this field is checked, the line has been approved. The approval will happen via the approval window. If the approval should be cancelled, remove the marking in the A field. If this field is checked, the employee s items have been transferred. That means that pay basis, cost prices, plus any job journal items have been transferred. The transfer can be cancelled by removing the marking again. If this field is checked, there are errors in the calculation. The error must be rectified, before the employee can be calculated correctly. 2. The General tab contains the following fields: Date Calculation group Approval group Flex allowed Calculated Employee s initials Approved Profile date to which the item is linked. Calculation group to which the item is linked. Approval group to which the item is linked. If this field is checked, the employee is allowed to use flex-time on the actual day. The marking happens via a tick. If this field is checked, the line has been calculated. The calculation can be cancelled by removing the marking again. The initials of the employee who has made calculation on the actual employee. If this field is checked, the line has been approved. The approval can be cancelled by removing the marking again. 19

20 Working with calculation The employee s initials Transferred The employee s initials The initials of the employee who has made the approval of the actual employee. If this field is checked, the employee s items have been transferred. That means that pay basis, cost prices, plus any job journal items have been transferred. The transfer can be cancelled by removing the marking again. The initials of the employee who has made the transfer. 3. The Times tab contains the following fields: Override profile Profile start time Profile end time Profil hours Work start Start time Work end End time Time Payment start Start time Payment end End time Payment time Payment overtime If this field is checked with a tick, there has been an override of the autosearch for the profile. The start time of the profile. The end time of the profile. The actual working time of the profile. The date of the start of the working time. Arrival time on the actual day. Date for the end of the working time. Clock out registration on the actual day. The actual working hours that the employee has had on the actual day. Start date for the paid time of the employee on the actual day. Start time for the paid time of the employee on the actual day. End date for the paid time of the employee on the actual day. End time for the paid time of the employee on the actual day. Time for which payment is made. Time for which overtime pay is made. 20

21 Working with calculation Absence time Flex + Flex - Time which is absence time. Time which is flex+. Time which is flex-. 4. The absence tab contains the following fields: Start time End time Reference Job-id Reg. type Start time for the absence. The field can be corrected. End time for the absence. The field can be corrected. Reference type for job-id on the registration. This field can be corrected. A new reference can be selected with the arrow. All jobs which are to be done, are allotted an id-number. This happens at all levels and for all Job types. The calculation employee cannot edit this field. Headline specification of the registration type. 5. The Errors tab contains the following fields: Log Log of errors that arise in connection with a calculation on an employee. The tabs at the bottom of the window contain the following 6. The Overview tab contains the following fields: Description Start time Description of the reference. Start time for the registration. The time can be corrected. 21

22 Working with calculation End time Time Error End time for the registration. The time can be corrected. The time for the length of the registration. If this field is checked, there are errors in the line. 7. The General tab contains the following fields: Profile date Module Job. type Reg. type Reg. specification Work in process Good quantity Error quantity The job is finished Error Cause Pay units Break Trans ID Line number Date for the relevant profile. In this field you can select a module. You can for instance select between an Indirect activity and a Production. Job type for the route job. Headline specification of registration type. You can select Job, Absence, and Break. Detailed specification of the reg. type. If this field is checked, the job is ongoing, which means that the employee is working on the job. Number of good elements that have been registered on the job. Number of flawed elements that have been registered on the job. If this field is checked, the job has been registered finished. The field contains cause of scrapped attached to the number of scrapped. In this field you enter the units pay if it is absence where the pay type is not counted in hours. The field contains number of break minutes if a break has been registered. Transaction ID identifying this registration. The Line number is used for sorting. 22

23 Working with calculation Quantity of started items Quantity of Good items Quantity of error items Number of started units that have been updated in MRP. Number of units reported finished that have been updated in MRP. Number of flawed units that have been updated in MRP 8. The Times tab contains the following fields: Start date Start time End date End time Corrected start date Corrected start time Corrected end date Corrected end time Start date for the job. Start time for the job. End date for the job. End time for the job. This field contian the corrected start date according to the profile tolerance. This field contains the corrected start time according to the profile tolerance. This field contains the corrected end date according to the profile tolerance. This field contains the corrected end time according to the profile tolerance. 9. The Dimension tab contains the following fields: Department Cost Center Purpose In this field you can select department number. In this field you can select the number of the Cost Center. In this field you can select the number of the purpose 23

24 Working with calculation 10. The Errors tab contains the following fields: Log Log of errors that have arisen in connection with a calculation on an employee Calculation To make a calculation on the employees, start the Calculation window. The window is identical with the window for approval, but under Calculation there is no access to the functions that concerns pay processing. First the user is prompted for which date he wants calculated. When a date has been selected, state which group you want calculated. When date and group have been selected, the calculation window will appear. In the window the employees for the selected group appear in the upper part of the window, and the belonging registrations in the lower part. When you are to make a calculation on the employees, different functionalities are available. Start by selecting the Calculation button to run a calculation on all employees. Shop Floor Control will now validate and calculate the individual employees. If there are employees who cannot be calculated direct, an advice of this is given. Employees who could not be calculated because of errors, are checked with a tick in the Errors field on the right, and under the Errors tab there is an error message for each flawed employee. A typical reason why employees cannot be calculated is that the employee s profile time for the actual day has not been reached. Then it will be necessary to state an Absence category for the employee, cf. the error message. If the employee himself has made a clock out registration on an Absence category before the end of the profile time, cf. the passage about Working with job registration, this absence category will automatically fill in the remaining profile time when a calculation is run. The Absence activity is stated under the Absence tab in the Job-id field. By clicking the arrow on the right an overview of the set up activities appears, and with the mouse you select the actual one. The absence time is given from the calculation, so you will only 24

25 Working with calculation have to add the absence activity. The absence activity can also be stated at the bottom of the Approval window in the Job-id field. When the relevant Absence category/categories have been stated, a calculation can be run again. When a flawless calculation on the employee has been completed, this is checked in the Calculation field on the right. If the user only wants to calculate one employee, the Calculation field is to be checked with a tick on the actual employee in the upper part of the window. Then the procedure will take place as described above. Date Via this function it is possible to change date. Group Via this function it is possible to change group. Override profile It is possible at the calculation time to override an employee s profile, and thus make a profile for the employee which applies only to the actual day. To override the profile, select the Override profile button, this has to be done before the employee is calculated. Via Ctrl-N or New in the file menu, a new line is set up. 25

26 Working with calculation 1. The Overview tab contains the following fields: Employee number Start date 24-hour period start Profile type Start End Tolerance before Tolerance after Secondary Employee number which is the employee s identification. Profile date to which the item is linked. In this field, 24-hour period start can be stated. This is a statement of whether the actual 24-hour profile period starts in the 24-hour period before or after this day. The actual profile type. In this field the profile type can be changed to another type. Start time for the item. The start time can be corrected. End time for the item. The time can be corrected. Tolerance before the profile time which implies a rounding off to the profile time. The field can only be corrected if the profile type is clock in or clock out. Tolerance after the profile time which implies a rounding off to the profile time. The field can only be corrected if the profile type is clock in or clock out. With the arrow you can select a profile type which is the type that is calculated if Regular break is dropped and work is done instead. The calculation employee will either set up a new line with the agreed profile change, or he edits the already set up profile types and the periods linked to them. Maybe an employee is set up to have overtime in the period 3 to 5 p.m. according to the profile, but instead he is to have standard time. Then the calculation employee will change the Overtime type to Standard time in the actual line, and this will be what appears when the calculation is run. The changes will only apply to that day per the relevant date. Overtime allocation If, in connection with calculated overtime on an employee, the user himself wants to state a allocation key for which productions are to be economically charged with the 26

27 Working with calculation overtime, this can be done by selecting the Overtime allocation function. The criterion for allocating overtime is that the individual employee is calculated with overtime. 1. The Overview tab contains the following fields: Employee number Date Profile Payment overtime Reference Job-id Description Time Percentage The employee number which is the employee s identification. Profile date to which the item is linked. The profile that is used in calculation of the employee. Units that are overtime Reference type for job-id on the registration The id of the job. All jobs are allotted an id-number. This happens at all levels and for all Job types. Description of the reference. Total of calculated net-time of the job. In this field you enter the percentage of the total overtime cost that the actual job is to bear. 27

28 Working with calculation The calculation employee enters in the Percentage field, for each individual job on which the employee has worked, how much out of the total overtime the job is to be charged with. Print out Via the Print out function a print-out can be generated. When the employee has been calculated, the calculated time for the employees of the group on the actual day is printed out. Quantity report This function is used if you want to change Number of Good/Errors on the registration and thus change the stock-updating. Cancellation of calculation When an employee has been calculated, the employee s lines can no longer be edited. It may, however, sometimes be necessary to make corrections on an employee after a calculation has been run. To cancel a calculation, the marking of the Calculation field is removed. 28

29 Understanding approval Understanding approval The Approval procedure is used in the second stage of the processing of the employee s registrations. The approval aims at validating the individual employees to see if all necessary information concerning pay has been entered in the relevant places, so that a full pay basis can be generated on the employee. The approval is therefore typically made by an employee with pay competence. 29

30 Working with approval Working with approval The second stage in the processing of the employee s registrations is Approval. The Approval window contains the same fields as the calculation window, so there will not be a going through of these. Approval of time Only employees who have been calculated can be approved. A flawless approval is a condition of the employee s lines being transferred to pay. To make an approval of employees, select the Approval window. First the user will be prompted for which date he wants to approve. After having selected a date, state which group is to be approved. When date and group have been selected, the Approval window will appear. The window is identical with the Calculation window, but now there is access to functions concerning pay processing. 30

31 Working with approval Start by selecting the Approve function to run an approval on all the employees. Shop Floor Control will now validate and approve the individual employees. If there are employees who cannot be approved direct, an advice of this is given. The employees who could not be approved are checked with a tick in the Errors field, and under the Errors tab there is an error message for each flawed employee. A typical reason why employees cannot bee approved is that there have not been stated any absence activities on the employees that have had absence and for whom an absence category has already been stated. The Absence activity is stated under the Absence tab in the Job-id field. By clicking the arrow on the right an overview of the set up activities appears, and with the mouse you select the actual one. The absence time is given from the calculation, so you will only have to add the absence activity. The absence activity can also be stated at the bottom of the Approval window in the Job-id field. When the selected Absence type(s) have been stated, an approval is run for the whole group. If the user does not want to approve the whole group, but only one employee, he can mark the Approve field next to the individual employee, then an approval will be run only on this line. Date Via this function it is possible to change date Group Via this function it is possible to change group Override profile Please look at Chapter Override profile on page 23 for further description. Override pay agreement It is possible at the approval time to override an employee s pay setup and thus make a pay setup for the employee that applies only to the actual day. To override the pay setup, select the Override pay agreement button. 31

32 Working with approval Via Ctrl-N or New in the file menu you set up a new line. 1. The Overview tab contains the following fields: Employee number Start date Pay agreement Minutes Wage type Pay type The employee number which is the employee s identification. Profile date to which the item is linked. Pay agreement to which the item is linked. The number of minutes deducted from pay if the employee is late. The specifiedwage types. With the mouse you can go from one type to the other. In this field you enter the pay type that is to be given for time on this payment type. 32

33 Working with approval Description 24-hour period start To 0 clock From 0 clock Minimum Maximum In this field you enter a description of the pay type. In this field you state how the start time is to be moved compared to the profile day. If Minus is selected, the start time is moved backwards, and if Plus is selected, the start time is moved forward. Enter the end time delimiting the item Enter the start time delimiting the item In this field you enter the minimum limit in the unit of the pay type for activating the item. In this field you enter the maximum limit in the unit of the pay type for activating the item. 2. The General tab contains the following fields: Maximum (seniority) Minimum (seniority) Constant Invert sign Operation Rounding form Time In this field you enter the maximum seniority in months delimiting the item. In this field you enter the minimum seniority in months delimiting the item. In this field you enter a constant pay unit. If the field is filled in, it will be the value in this field that will be transferred as pay unit instead or the calculated number of hours. If this field is checked, the sign for the values that are transferred to pay are reversed. In this field you enter the operation number by which the pay type is conditioned. That means that the pay type is only accumulated in the period when the employee is linked to the operation in question. Here you select the rounding off form for the time. You may select Up, Down, or Minimum. Centi-hours that the time is to be rounded to. 33

34 Working with approval Period Count unit Minimum Maximum The field contains a period code for the summing up in this count unit Count unit delimiting the item. Minimum limit to the unit of the pay type for activating the item. Maximum limit to the unit of the pay type for activating the item. In the window you set up the pay setup for the employee stating pay types and rates for the individual payment types. The procedure is the same as used in connection with the setup of pay agreements. Overtime allocation Please look at "Chapter - Overtime allocation" on page -26 for further description. Bonus lines If the user wants to allot manual bonuses on an employee, this can be done via the Bonus lines function. Bonuses are to be stated before the employee is approved. Via Ctrl-N or New in the file menu a new line is set up. 1. The Overview tab contains the following fields: Bonus Number of units Price Transaction ID In this field the manual bonus is entered In this field you enter the number of units that are given on the actual bonus. In this field you enter a possible rate that is to be used on the bonus instead of the rate of the pay type. If relevnt, transaction ID to be charged with the cost of the bonus. 34

35 Working with approval 2. The General tab contains the following fields: Employee number Date The field contains the employee number which is the identification of the employee. The field cannot be edited. The profile date to which the item is linked. The field cannot be edited. Print out When a line has been approved, a report can be printed out showing the calculated time and the simulated pay basis for the employees of the group on the actual day. Quantity reports This function is used if you want to change the number of Good/Errors on the registration and thus change the stock-updating. Transfer The last stage in the processing of the employees registrations is Transfer. The Transfer moves the registrations from the registration journal to the MRP journal, and at the same time a complete pay basis is generated according to the pay setups that apply to the individual employees. Furthermore the flex balance is also updated in transfer. Only approved employees can be transferred. Reversal Until the pay transfer has been run, it is possible to reverse (roll back) transferred employees. This is done by removing the marking in the Transfer field. After the reversal it is possible to cancel approval and calculation, so that the basis again will be that there has been no processing. 35

36 Understanding noticeboard Understanding noticeboard The noticeboard is used to set up the information that the firm wants the employees to see when they log in via the registration window. 36

37 Working with noticeboard Working with noticeboard The following describes how to set up the noticeboard before it can be used. Press Ctrl-N or select New in the file menu to set up new information. 1. The Overview tab contains the following fields: Date Information In this field the date of the actual information is displayed To enter data, select the Edit contents tab. Description of the information 37

38 Inquiries Inquiries The inquiries are tables where the user can get information about the following: Actual production state Attendance Teams Journal registrations Transferred registrations Pay items 38

39 Production status Production status This window contains an overview of the states of the different productions. Furthermore it is possible at all time to simulate the time consumption of a production. 1. The Production orders - overview tab contains the following fields: Production Item number Description Production number. Productions finished itemnumber. 39

40 Production status Item name Status Quantity Started Finished Description Description of the item. The actual production status. The quantity of the production. The quantity planned for the production The started units of the production. The units of the started production. The number of Good reported finished on the actual production 2. Production orders - Labor cost contains the following fields: Standard time Standard time Overtime Break time Flex Flex + Automatic bonuses Manual bonuses Absence Description Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. Total of labor costs for this wagetype. 3. The Workcenter tab contains the following fields: Group Resource Description Identification of the resource group. Resource number or group that is charged. 40

41 Production status Name Description Name of the resource 4. The Status tab contains the following fields: Production Opr. no. Operation Name Job-id Job type Job status Start date Start time Real. date Real. time Workcenter Next Description ID for the production order. The operation number for the determination of the order in routes. The code for the operation Operation name. All jobs that are to be done are allotted an id-number. This happens at all levels and for all Job types. Job type for the route job. The actual status of the job. Planned start date for the production. Start time for the production Date for actual job start. Time for actual job start. The resource on which the operation is carried out. The next operation number. 5. The Times tab contains the following fields: Calculated time Real. time Description Pre-calculated time for a production The actual time for a production. 41

42 Production status Percentage Description The percentage relation between pre-calculated and actual time. 6. The Number of units tab contains the following fields Schelduled Start Good Errors Description The calculated In number of units in this operation. The number of units that has been started. The number of Good that have been produced so far. The number of errors that have been produced so far. 7. The Labor cost contains the same field as mentioned above. 42

43 Attendance Attendance In this window the individual employees attendance state will be displayed. The window shows dates and times of attendance for turned up employees as well as the employees active jobs, which are jobs on which there is being worked at the moment. The overview can be shown per calculation group or for all employees. 1. The window contains the following fields: Employee number Employee name Calculation group Clock-in time Clock-in date Description The employee number which is the employee s identification. The name of the employee. The calculation group to which the employee is linked. The time when the employee has clocked in. The date when the employee has clocked in. s under work in process 43

44 Attendance Reg. type Reference Job-id Description Start time End time Description Headline specification of the type of the registration. Reference type for Job-id on the registration. All jobs that are to be done are allotted an id-number. This happens at all levels and for all Job types. Description of the Reg. type. Actual start time on the job. Actual end time on the job. 44

45 Teams Teams Teams are used if more employees work at the same jobs at the same time. By registering as a co-assistant to another employee who is pilot you let another employee (the pilot) make the job registrations and quantity reports for you. An employee will automatically become a pilot if another employee is registered as a co-assistant to him. An employee automatically ceases being a co-assistant to a pilot the moment the employee himself registers on a job. The window contains an overview of relations between pilots and co-assistants. 1. The Overview tab contains the following fields: Pilot Name Co-assistant Personal name Active The employee that is to act as pilot. The personal name of the pilot. The employee that is to be a co-assistant. The personal name of the employee. The field is checked if the team is active. 2. The Tree tab contains the following: 45

46 Teams The tree shows the set up teams. By clicking the mouse, the tree displays further levels. 46

47 Journal registrations Journal registrations The window shows the employee s journal items. The journal items show the jobs on which the employee has worked and that have not yet been transferred. 1. The Overview tab contains the following fields: Employee number Profile date Reference Job-id Description Start date Start time End date End time Time Description The employee number, which is the employee s identification. The date of the profile The Reference type for Job-id on the registration. All jobs that are to be done are allotted an id-number. This happens at all levels and for all Job types. Description of the reference. The start date for the job. The start time for the job. The end date for the job. The end time for the job. The registered time that has been used on the job. 47

48 Journal registrations 2. The General tab contains the following fields: Module Job type Reg. specification Work in process Start date Start time End date End time Corrected start date Corrected start time Corrected end date Corrected end time Good quantity Error quantity The job is finished Error Cause Break Pay units Description The module for the job. It may for instance be an indirect activity or a production. The Job type that is used in calculation of bundle time on the different resources. You may select 4 different Job types, namely Normal, Pre-calculation, Jobs, and Net time. Detailed specification of the Reg. type. If this field is checked, the job is in process, which means that there are still some employees who work on the job The start date for the job. The start time for the job. The end date for the job The end time for the job. The corrected start date for the job according to the profile tolerance. The corrected start time for the job according to the profile tolerance. The corrected end date for the job according to the profile tolerance. The corrected end time for the job according to the profile tolerance. Number of good elements. Number of flawed elements. If this field is checked, the job has been reported finished. The field contains cause of error attached to the number. The field contains the number of break minutes if it is a registered break. Pay units if it is absence where the pay type is not counted in hours. 48

49 Journal registrations Transaction-ID Line number Quantiy of started items Quantity of Good items Quantity of error items Description Transaction-ID identifying this registration. The line number is used for sorting. Quantity of started items that have been updated in MRP. Quantity of Good items reported finished that have been updated in MRP. Quantity of error items that have been updated in MRP 3. The Errors tab contains the following: Log Description Log of errors that have arisen in connection with a calculation run on an employee. 4. The Dimension tab contains the following fields: Department Cost Center Purpose Description The number of department. The number for the Cost Center. The number of the purpose. 49

50 Transferred registrations Transferred registrations The window shows the different employees registration items. The registration items are the jobs on which the employees have worked. The registration items are booked. 1. The Overview tab contains the following fields: Employee number Profile date Reference Job-id Description Start date Start time End date End time Time Description The employee number which is the identification of the employee. The date of the profile. The reference type for job-id on the registration. All jobs that are to be done are allotted an id-number. This happens at all levels and for all Job types. Description of the reference. The start date for the job. The start time for the job. The End date for the job. The End time for the job. The registered time that has been used on the job. 50

51 Transferred registrations 2. The General tab contains the following fields. Module Job type Reg. type Reg. specification Corrected start date Corrected start time Corrected end date Corrected end time Good quantity Error quantity The job is finished Error Cause Break Pay units Transaction-ID Line number Quantity of started items Quantity of Good items Description The module for the job. It can be for instance an Indirect activity or a Production. The Job type that is used in calculation of bundle time on different resources. You may select 4 different Job types, namely Standard, Pre-calculation, Jobs, and Net time. Headline specification of the type of registration Detailed specification of the Reg. type. The corrected start date for the job according to the profile tolerance. The corrected start time for the job according to the profile tolerance. The corrected end date for the job according to the profile tolerance. The corrected end time for the job according to the profile tolerance. Good quantity. Error quantity. If this field is checked, the job has been reported finished. The field contains cause of Error attached to the number. The field contains the number of break minutes if it is a registered break. Pay units pay if it is absence where the pay type is not counted in hours. Transaction-ID identifying this registration. Used for sorting. Quantity of started items that have been updated in MRP Quantity of Good items reported finished that have been updated in MRP. 51

52 Transferred registrations Quantity of error items Description Quantity of error items that have been updated in MRP. 3. The Cost prices tab contains the following fields: Cost price per hour Standard time Overtime Break time Flex - Flex + Automatic bonuses Manual bonuses Absence Cost price factor Description The cost price per hour on the registered production. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Share of cost price per hour that is made up of this pay type. Factor by which the pay costs are multiplied to give the cost price. 4. The Dimension tab contains the following fields Department Cost Center Purpose Description The number of the department The number of the Cost Center. The number of the purpose. 52

53 Payment items Payment items The window shows the payment items of the employee: 1. The Overview tab contains the following fields Employee number Start date Wage type Pay type Pay units Rate Operation Activity Transferred to pay Description The employee number which is the employee s identification. Profile date to which the item is linked Specification of the wage type that has generated the actual Pay item. Pay type that is given on the actual pay item. The time for which the employee is paid. Pay rate given on the actual Pay item. Operation that has generated the pay item. Absence activity that has generated the Pay item. If this field is checked, the pay registration has been transferred to pay. 53

54 Payment items 2. The General tab contains the following field: Count unit Description Count unit which the payment item has updated. 3. The Dimension tab contains the following fields: Department Cost Center Purpose Description The number of the department. The number of the Cost Center. The number of the purpose. 54

55 Print-outs Print-outs It is possible to generate different print-outs in connection with Shop Floor Control. When the print-outs are generated, you may delimit and sort the information that you want to be printed out. Illegal flex balance This print-out shows the employees whose flex balance on a specified date has exceeded either the minimum or maximum flex values. The minimum and maximum flex values are the values that the employee is allowed to deviate from the flex balance both in a positive and a negative direction. The print-out contains the following information: Employee, Personal name, Flex minimum, Flex maximum, and Flex overview. Flex overview The print-out contains information about the flex of an employee. If there have been made corrections in the flex balance of the employee, the correction lines will also appear on the print-out. The print-out contains the following information: Employee, Date, Profile time, Paid time, Paid overtime, Absence time, Flex+, Flex-, Flex correction, and Flex balance. 55

56 Print-outs Absence statistics This print-out shows an overview of the employees absence. If an employee has more lines with the same absence type, then there will be a sub-total per absence type on the print-out. The print-out contains the following information: Employee, Personal name, Reference, Start date, Start time, Hours, and Unit pay. Absence form This print-out is an absence table for the employees. The absence table can be generated per day of the week or per absence type for each individual employee. The printout contains the following information: Employee, Personal name, Total column for the absence, as well as the distribution on either absence type or day of the week. Planned absence This print-out shows an overview of an expected absence for a given period. This printout is used typically as a vacation overview and the like. The print-out contains the following information: Month, Year, Employee, Personal name, Period, and Days. Pay specification The print-out shows an overview of the pay specification. If the employee s registrations have been transferred to pay, the lines for the report are taken from the pay journal. If the employee s pay registrations have only been calculated or approved, it will be simulated pay lines that appear on the print-out. The print-out contains the following information: Employee, Date, Personal name, Working hours, Paid time, Paid overtime, and Absence time. 56

57 Periodic Periodic The Periodic runs are used for simulation, post-calculation, and transfer of data. Collective registration This menu item is used to make registration of more employees at the same time on indirect activities. This may for instance be in connection with a staff meeting of a department or a group of employees. Press Ctrl-N or select New in the file menu to set up a new line 1. The General tab contains the following fields: Person in charge Name Activity In this field the employee that is to make the collective registration is shown. This will be the employee, who makes the new registration and this happens automatically. The personal name of the responsible employee. This is entered automatically. Here you select the internal activity that is to be registered collectively. 57

58 Periodic 2. The Overview tab contains the following fields: Date Time Termination Date of the collective registration. Start time for the collective registration. If this field is checked, it is up to the individual employee himself to bring the collective registration to an end. Start When the Start button is activated, the below Delimitation box appears. Here you can select the employees that are to be linked to the collective registration. If there is made no delimitation, all the turned up employees are linked. Stop Activation of the Stop button causes a deletion of the line with the setup of the collective registration and the linked employees. The employees are started on the same jobs as they worked on before the collective registration. 58

59 Periodic Display employees Via this window it is possible to see the employees that are included in the collective registration. 1. The Overview tab contains the following fields: Employee number Name Employee identification of the linked employee. The name of the employee. Simulate calculation This run is used to simulate a calculation of the employee s registrations. When the simulation is completed, the window showing Actual production state will then be updated. The run is typically set in batch, so that the simulation runs automatically. Transfer to pay This run is used to make the periodic transfer of pay data from Shop Floor Control to a pay system. The pay basis is written in a comma-separated file. 1. In the window the following fields are to be filled in: From date Here you enter the date from which items are to be included in the transfer. 59

60 Periodic Till date Pay date Retransfer Here you enter the date till which items are to be included in the transfer. Here you enter a pay date which means that the summing up of the pay lines will take place over the whole transfer period. If not filled the summing up will be done per date in the period. If it is a re-transfer of the pay, this field is to be checked. Re-calculate flex balance When this run is started, there will be a post-calculation of the flex balance. The run should be started only if you suspect errors in the flex balance. Re-calculate employee balances When this run is started there will be a post-calculation of the employees balances which are generated on the different count units. Create planned absence This run is used to create planned absence e.g. vacation on several employees. 60

61 Periodic 1. In the window the following fields are to be filled in From date To date Activity Interupt Enter the From date. Enter the To date. Enter the activities for IPC. If this field is checked, the absence registration will automatically be interrupted if the employee logs in before the specified to date has been reached. 61

62 Understanding employee Understanding employee In the employee file the employees are set up that are to be linked to the Shop Floor Control system. The employees have been set up in standard AXAPTA under Human resource/employee, so it is from here the employee is taken to the employee file in Shop Floor Control. In Shop Floor Control a number of data that are to be used in connection with the system are linked to the employee. The data are Profile group, Calculation group, Approval group, Standard profile, Standard pay, Activation of the employee in Shop Floor Control, and Activation date. 62

63 Setup of employees Setup of employees In this window you set up the employees that are to be linked to the Shop Floor Control system. Press Ctrl-N or select New in the file menu to set up a New employee. The employee must have been set up in standard AXAPTA under Human resource/employee. 1. The Overview tab contains the following fields: Employee number Name of person Profile group Calculation group In this field you select the employee number which is the employee s identification. The name of the employee. The field is automatically filled in when you select Employee number. In this field you select the profile group. The profile group is used in automatic profile search. All employees are linked to a profile group. Under the profile group different profiles are linked, such as Day shift, Evening shift, or Night shift. In this field you select the calculation group. All employees are linked to a calculation group which is used in the calculation of the registrations of the employee. 63

64 Setup of employees Approval group Standard profile Standard pay agreement Active Activation date In this field you select the approval group. All employees are linked to an approval group which is used in approval of the employee s registrations. In this field you select Standard profile which is an overview of the different clock in/clock out patterns according to which the employees of the firm can work. This is the calculation profile that is used if the employee has not made any registrations. In this field you select the pay agreement to which the actual employee is to be linked. The pay agreement is used to determine which payroll types are to be used in transfer of Standard time, Overtime, and Bonuses. The Standard pay agreement is used if there is not linked any pay agreement to the profile The Active field is to be checked if the employee should be able to register in Shop Floor Control. In this field you may enter a date for when the employee is to be active in Shop Floor Control. 2. The General tab contains the following fields: Password Pay ID Workcenter New bundle Sen. date If the employee is to use a password as identification-id, the password can be entered in this field. Enter the pay Id that identifies the employee in an external pay system. In this field the employee is linked to a workcenter which is proposed at job search in the job tree. If this field is checked, the start of a new job will trigger the setup of a new bundle and the closure of a previous bundle, if any. If the New bundle field is not checked, the start of a new job will imply that the job will be linked to an existing bundle. The date from which possible seniority of an employee is to be calculated. 64

65 Setup of employees Transaction-ID Flex allowed Flex minimum Flex maximum Flex date Flex balance Transaction-ID on which the employee is to be restarted at Clock in. If the field is checked, it is allowed for the employee to flex within a given working time. A possible minimum value for the flex balance. A possible maximum value for the flex balance. The field contains the date of the last updating of the flex balance. The field contains the flex balance. Employee Via this function you jump to the masterfile for the employees in the firm. In the table are saved employee data for each individual employee. These are data such as Address, Telephone number, and Education. For further description of the file, see standard AXA- PTA Human resource/employee. Absence registration The table is used to register absence of an employee. The absence can be specified for a given period to which an activity is linked. Furthermore it is possible to state if the employee himself has the possibility of interrupting the absence if the employee makes an clock in registration before the absence period expires. It will typically be vacation periods and sickness periods and the like that are set up. Press Ctrl-N or select New in the file menu to set up a new line. 65

66 Setup of employees 1. The Overview tab contains the following fields: From date To date Activity Description Interrupt Interrupted In this field you enter the date from which the absence starts. The date delimits the activity. In this field you enter the date to which the absence lasts. The date delimits the activity. In this field you enter the activity on which the absence is to be registered. Description of activity. The field is filled in automatically when an activity is selected. If this field is checked, the absence registration will automatically be interrupted if the employee logs in before the specified to date has been reached. If the employee logs in before time, the Interrupted field (next field) will be checked. The Interrupted field cannot be selected by the user, but will be checked if the Interrupted field is active and the employee logs in before the To date of the absence has been reached. Then the absence will be interrupted before planned. 2. The General tab contains the following fields: Employee number The employee number which is the employee s identification. 66

67 Setup of employees Job-ID Job-id on internal activity which describes the absence. Profile calendar The profile calendar is used to set up profile deviations for special days (vacations and so on) for the individual employee. Press Ctrl-N or select New in the file menu to set up a new line. 1. The Overview and General tabs contain the following fields: Relation type Number Date Via the arrow on the right you select a relation type. You may select between the Relation types All, Employee, or Profile group. The relation type determines at which level the item is active. In the field you enter, dependent on what was selected in the Relation type, either Employee number or Profile group number. This will typically be Employee number at this level. Here you enter a date. The date can be overwritten. 67

68 Setup of employees Profile In this field the relation type is linked to a profile. This is the profile that is to be used on the relation on the actual day. Flex overview This window contains an overview of the employees flex balance, which is the number of hours available to the individual employee for flex. 1. The overview contains the following fields: Date Profile time Payment time Payment overtime Absence Flex + Flex - Flex correction Description Profile date to which to item is linked. Number of hours that the profile contains. The calculated number of paid hours. The calculated number of paid overtime hours. The stated absence time. The calculated numer of Flex + hours. The calculated number of Flex - hours. If there has been made a correction of the flex balance, the correction will appear in this field. 68

69 Setup of employees Flex balance Description The flex balance. Flex-correction It is via this window possible to correct the flex balance, and, if necessary, to make payrelated compensation for the correction. Press Ctrl-N or select New in the file menu to set up a flex correction. 1. The overview tab contains the following fields: Description Pay type Pay units In this field you enter a description of the cause of the correction. In this field you state a possible pay type that is to compensate for the correction. In this field you enter the pay units that are used when payment is made. If none is stated, units pay equal the correction. 69

70 Setup of employees Flex correction The number of hours by which the flex balance is to be corrected. 2. The General tab contains the following fields: Employee number Date Transferred to payment Created by The employee number which is the employee s identification. Date of the correction. If the field is checked, the correction has been transferred to pay. This field contains information about the employee who has made the actual correction. Print out When the Print out function is selected, a print-out can be generated which contains information about the flex of an employee. And if there has been a correction in the flex balance of the employee, the correction lines will also appear on the print-out. Re-calculate flex balance When the Post-calculate flex balance run is started, there is a post-calculation of the flex balance. The run should be started only if you suspect errors in the flex balance. Employee balances This window shows an overview for the employee of balances per count unit per period. Only balances of the employees that use count units are displayed. 70

71 Setup of employees 1. The Employee balances window contains the following fields: Count unit Description Employee number Start End Total Payroll Description The actual count unit. Description of the count unit. The employee number which is the employee s identification. The start date of the count unit. The end date of the count unit. The field contains number of paid hours summed up on the count unit in the period. The share of the summed-up total on the count unit that has been paid time regardless of minimum- and maximum criteria. Re-calculate employee balances When this run is started, there is a post-calculation of the employee balances. The run should be started only if you suspect an error in the employee balance. 71

72 Understanding indirect activities Understanding indirect activities The indirect activities are used to register costs that are created in the production environment, but that cannot be referred direct to the individual production. You set up categories that represent the headline functions, and under these you set up activities. 72

73 Setup of indirect activities Setup of indirect activities The following contains a description of how to set up indirect activities. Press Ctrl-N or select New in the file menu to set up a new category. 1. The Overview tab contains the following fields: Category Description Reg. type In this field you enter a headline category for internal activities. In this field you enter a description of the Indirect activity. In this field you select the reg. type that includes activities under this category. 2. The General tab contains the following fields: Registration Reduce flex If the field is checked, there may be registered on this category. If this field is checked, activities under this category are flexreducing. 73

74 Setup of indirect activities Reduce overtime If the field is checked, activities under this category are overtime-reducing. Activities The activities are set up under the categories. Press Ctrl-N or select New in the file menu to set up a new activity. 1. The Overview tab contains the following fields: Activity Description Here you enter identification of the indirect activity. Here you enter a description of the activity. 2. The General tab contains the following fields: Category Job-id Registration Method Pay type Quantity Paid The category to which the indirect activity is linked. All jobs that are to be done are allotted an id-number. This happens at all levels and for all Job types. If this field is checked, the employees may register on the actual activity. In this field you can select Calculation method at absence. You may select between Days or Hours which means you may select in terms of pay if the absence is counted in hours or as days. Pay type given on the actual activity (only absence) In this field you enter the units that are to be filled in automatically if the employee has not turned up for work. If this field is checked, it is a paid break. 74

75 Setup of indirect activities Drop Break time Description In this field you may select if the break, or more breaks are to be dropped. You may select No, Drop one break, or all breaks. How long time does the break make up. Description of the activity. 3. The Dimension tab contains the following fields: Department Cost Center Purpose In this field you select the number of the department. In this field you select the number of the Cost Center. In this field you select the number of the purpose. 75

76 Understanding calculation groups Understanding calculation groups Via this window you set up calculation groups that are used in connection with the calculation of the employees registrations. The employees are often divided into groups, so that the calculation can take place in groups. 76

77 Setup of calculation groups Setup of calculation groups Below there is a going through of the setup of calculation groups. Press Ctrl-N or select New in the file menu to set up a new calculation group. 1. The Overview and General tab contain the following fields: Calculation group Description In this field you enter the calculation group to which the employee is to be linked in calculation. In this field you enter a description of the calculation group. 77

78 Understanding approval groups Understanding approval groups Via this window you set up approval groups. The approval groups are used in connection with validation of the pay-related information of the individual employees. 78

79 Setup of approval groups Setup of approval groups Below there is a going through of the setup of approval groups. Press Ctrl-N or select New in the file menu to set up a new approval group. 1. The Overview and General tabs contain the following fields: Approval group Description In this field you enter the approval group to which the employee is to be linked at approval. Here you enter a description of the approval group. 79

80 Understanding allocation keys Understanding allocation keys The allocation keys are used in calculation of bundle time on the different workcenters. By setting up a bundle allocation on the workcenter, the general bundle allocation that is stated in the Parameter window can be overridden. You may select between the following allocation keys for bundle allocation: Estimated time, Number of jobs, and Net. time of the job. If you select Pre-calculation, the bundle time will be distributed according to the pre-calculated time of the individual jobs. If you select Jobs, the bundle time will be distributed according to the number of jobs in the bundle. That means that each individual job is allotted an equal share of the total bundle time. Finally you may select Net time where the bundle distribution takes place according to the Start- and Stop registrations of the individual jobs and the resulting calculated number of hours. The statement of the bundle distribution under parameters is overridden if a allocation key has been set up on the individual workcenter under allocation keys. 80

81 Setup of workcenters linked to allocation keys Setup of workcenters linked to allocation keys Below there is a going through of the setup of workcenters that can subsequently be linked to a allocation key. Press Ctrl-N or select New to set up a new line. 1. The Overview tab contains the following fields: Group Workcenter Allocation Distribute time This field is checked if the resource is a group If you click the arrow on the right, you will get an overview of set up workcenter. You may select one by pressing Enter. Via the arrow you may select the allocation key that is to be used on the actual workcenter. If this field is checked, the time is to be distributed among bundled jobs, for instance in the case of simultaneous jobs on one resource. 81

82 Understanding parameters Understanding parameters Via the Parameter window it is possible to operate different functionalities in Shop Floor Control. The window contains information about General operation functions Pay Production Cost price Number sequence 82

83 Setup of parameters Setup of parameters Below there is a description of the parameters in Shop Floor Control. 1. The General tab contains the following fields: Waiting jobs AVI Seconds Clock out code Use PIN code In the field you state the activity that is to be waiting job for the employees. A waiting job is started by the system itself the moment an employee has not stated active jobs on which there is being worked. In this field you state how long time the firm wants the AVIto be shown when the employees make clock in- and clock out registrations. Here you state the code that makes the system carry out a clock out registration. If this field is checked, the employee has to use a PIN code for identification. 83

84 Setup of parameters Max working minutes Time presentation Permanent teams Dimension Clock appearance Synchronize In this field you state maximum working minutes. Maximum working minutes are used when the employee forgets to clock out. At the clock in registration the employee is advised of the forgotten clock out registration. In this field you select the time presentation in Shop Floor Control. You may select between Seconds, 6o-minute hours, Centihours, or minutes. If this field is checked, co-assistance relations are saved in the system after a clock out registration. In this field you may select if the pay basis is to be generated according to Employee/Resource dimensions. Select the visuel setup of the clock. In the Synchronize field write the command for synchronizing time on PC s. 84

85 Setup of parameters 2. The Pay tab contains the following field: Payment file In this field the path to a pay file can be stated. 3. The Production tab contains the following fields: Route consumption journal Start quantity Report as finished Here you select the journal that is to be used in daily transfer of jobregistrations to the MRP module. If this field is checked, the employees will, every time they log in on a job, be prompted to start quantity which again results in raw material deduction. If this field is checked, Finished reports will be updated chronologically in the stocks when quantity reports are made. 85

86 Setup of parameters Bundle allocation Queue before Setup Process Overlap Transport Queue after Use the Bundle allocation field to specify how to allocate time in jobs bundles. If estimation is selected the estimated jobtime of each job, will be the allocation key, when the system allocates jobtime in the bundle. If jobs is selected the number of jobs in the bundle will be the allocation key, when the system allocates jobtime in the bundle. That means that each individual job is allotted an equal share of the total bundle time. If Net time is selected the job time of each job will be the allocation key, when the system allocates jobtime in the bundle. If a allocation key has been set up for the individual workcenter the statement of the bundle allocation under parameters will be overridden. If this field is checked, it is possible to register on this Job type. If this field is checked, it is possible to register on this Job type. If this field is checked, it is possible to register on this Job type. If this field is checked, it is possible to register on this Job type. If this field is checked, it is possible to register on this Job type. If this field is checked, it is possible to register on this Job type. 86

87 Setup of parameters 4. The Cost price tab contains the following fields: Standard time Overtime In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. In this field it is possible to select if pay costs for the actual pay type are to be included in costs prices and on which principle. You may select Yes, No, or allocation. If you select Yes, the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. 87

88 Setup of parameters Paid breaks Flex + Automatic bonuses Manual bonuses Flex - In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select No or allocation. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as allocation key. 88

89 Setup of parameters Absence Factor Standard cost price In this field it is possible to select if pay costs for the actual pay type are to be included in cost prices and on which principle. You may select Yes, No, or allocation. If you select Yes, then the value will be included direct in the period when the costs have been consumed. If you select allocation, then the value will be distributed on the different jobs of the day with the net time of the individual job as a allocation key. In this field you state the factor that is used for the multiplication of cost prices. If this field is checked, you are to use standard cost price. That means that cost price per hour is taken from the cost type of the job. 89

90 Setup of parameters 5. The Number sequence tab contains the following fields: Reference Number sequence code The reference type of the number sequence code. In this field you click the arrow on the right, then an overview of the set up number sequences for use in references will appear. 90

91 Understanding payroll Understanding payroll The Payroll menu item contains files for the setup of pay types, pay agreements, and bonuses. 91

92 Setup of pay types Setup of pay types In this window you set up pay types and the rates linked to them. Press Ctrl-N or select New in the file menu to set up a new pay type. 1. The Overview and General tabs contain the following fields: Pay type Description Rate Overview In this field you enter the code for the pay type. In this field you make a description of the pay type. In this field you enter the rate that is to be linked to the pay type. The pay rate is the employee s hourly wage or pay per unit. Rates The window contains a possibility to differentiate rates on the individual employees under the actual pay type. 92

93 Setup of pay types 1. The Overview and General tabs contain the following fields: Employee number In this field you select the employee number that is to be linked to a rate. 93

94 Setup of pay agreements Setup of pay agreements This window is used to set up pay agreements. Pay agreements are used to state how the individual employees daily pay basis is to be generated. Each pay agreement is linked to a validity period. Press Ctrl-N or select New in the file menu to set up a new line. 1. The Overview tab contains the following fields: Pay agreement Description From date To date Minutes In the field you enter the code for the pay agreement. In this field you enter a description of the pay agreement. Here you enter the date from which the pay agreement is to be valid. Here you enter the date to which the pay agreement is to be valid. In this field you enter the number of minutes for which there is a pay deduction in connection with an employee being late. 94

95 Setup of pay agreements 2. The General tab contains the following fields: Rounding form Rounding off In this field you select the rounding form for the overtime pay basis. You may select Up, Down, or Minimum. In this field you enter the rounding off factor stated in centihours. Pay agreements See below description of the Pay agreements function. Copy all to Via this function a pay agreement setup can be copied. First you state to which pay agreement you want it copied. Furthermore it is possible to overwrite, which means that if a setup of the pay agreement has been given in advance, then copying is possible only by overwriting the existing setup at the same time. Count units The Count units function is used to delimit pay types. You may state a period in which a minimum and a maximum number of hours are to be reached to generate a pay type. Count units are set up per pay agreement and pay type. 95

96 Setup of pay agreements Press Ctrl-N or select New in the file menu to set up a new line. 1. The Overview tab contains the following fields: Count unit Description Minimum Maximum Period Wage type Identification of the count unit. Here you enter a description of the count unit. In this field you may state a minimum number of hours for the given count unit. In this field you may state a maximum number of hours for the given count unit. In the field you state within which period the count unit is to be summed up. A date interval may for instance be Day, Week, Month, Quarter, 6 months, and 1 year. In this field you state the payroll type to which the actual count unit is to be available. 96

97 Setup of pay agreements 2. The General tab contains the following fields Pay agreement Description The field contains the pay agreement to which the count unit is linked. Employee balances Please look at "Chapter - Employee balances" on page -67 for a further description. Pay agreements Via this function you set up pay agreements for the employees. The pay setup is given per day of the week. Press Ctrl-N or Select New in the file menu to set up a new line. 97

98 Setup of pay agreements 1. The Overview tab contains the following fields: Day Wage type Pay type Description 24-hour period start From o clock To o clock Minimum Maximum In the column it is checked which day of the week is being looked at. You change days by clicking the mouse on the individual days. In the column it is checked which wage type is being looked at. You change payroll types by clicking the mouse on the individual types. You click the arrow on the right. Then you will get an overview of the set up pay types. With the mouse or the arrows you select the actual pay type that is given for time on this pay type. Description of the pay type. In this field it is possible to move the start time either one day forward or back compared to the 24-hour profile period. In the field it is possible to select a minus sign if the start time is to be moved one day back. If the start time is to be moved one day forward, select a plus sign in the field. If you do not want any changes, the field is to be blank. In this field you state a start time that delimits the item. In this field you state a end time that delimits the item. In this field you state a minimum limit in the unit of the pay type for activating the item. In this field you state a maximum limit in the unit of the pay type for activating the item. 2. The General tab contains the following fields: Minimum (seniority) Maximum (seniority) In this field you state minimum seniority in months delimiting the item. In this field you state the maximum seniority in months delimiting the item. 98

99 Setup of pay agreements Constant Invert sign Operation Rounding form Round off Minimum Maximum Period In this field you enter a constant pay unit. If the field is filled in, it will be the value in this field that will be transferred as pay unit instead or the calculated number of hours. If this field is checked, the sign for the values that are transferred to pay will be reversed before the pay transfer. In this field you enter the operation number by which the pay type is conditioned. That means that the pay type is only accumulated in the period when the employee is linked to the operation in question. Here you select the rounding off form for the Time. You may select Up, Down, or Minimum. Here you enter a numerical value in centi-hours for the rounding off of the Time. In this field the minimum limit in the unit of the pay type for activating the item will appear. In this field the maximum limit in the unit of the pay type for activating the item will appear. Period code for summing up in this count unit. Copy day Via this function it is possible to copy the pay agreement from one day to another or to more days. In the Statement of days you state via a marking with the mouse to which days you want copied. Furthermore it is possible to overwrite, which means that if a setup on the pay agreement has been given in advance, then copying is possible only by overwriting the existing setup at the same time. 99

100 Setup of bonuses Setup of bonuses Via this window Bonus types can be set up. Bonus types enable the user to allot special bonuses to an employee manually. These manual bonuses are aimed at making the pay processing complete when the automatic bonuses are not adequate. Manual bonuses are allotted at the approval time. Press Ctrl-N or select New in the file menu to set up a new line. 1. The Overview tab contains the following fields: Bonus Description Pay type In this field you set up a code for the bonus. In this field you enter a description of the bonus. In this field you link a pay type to the bonus. 2. The Dimension tab contains the following fields: Department In this field you click the arrow on the right, then an overview of the department numbers will appear. 100

101 Setup of bonuses Cost Center Purpose In this field you click the arrow on the right, then an overview of the Cost Center will appear. In this field you click the arrow on the right, then an overview of purposes will appear. 101

102 Understanding profile Understanding profile The profile is a setup of the different clock in/clock out patterns according to which the employees of the firm can work. The clock in/clock out profiles are used for calculation of the employees time. The profiles are set up per day of the week. Each individual profile can be linked to a pay agreement, so that selection of a certain profile will automatically lead to selection of a certain pay agreement in the calculation of pay basis. 102

103 Setup of profile Setup of profile Press Ctrl-N or select New in the file menu to set up a new line. 1. The Overview tab contains the following fields: Day Profile Description Pay agreement In the column it is checked which day of the week is being looked at. You change days by clicking the mouse on the individual days. In this field you enter the code for the profile. Identification of the profile. In this field you enter a description of the profile. In this field you may click the arrow on the right and afterwards you select a pay agreement. 103

104 Setup of profile 2. The General tab contains the following fields: New 24-hour period 24-hour period start In this field you enter the start time for the profile. The start time is a statement of when the 24-hour paid period is to change. That means that registrations after this time are linked to the following 24-hour paid period. In this field it is possible to move the start time either one day forward or one day back compared to the 24-hour profile period. In the field it is possible to select a minus sign if the start time is to be moved one day back. If the start time is to be moved one day forward, select a plus sign. If you do not want any changes, the field is to be blank. 3. The Profile tab contains the following fields: Profile type Start End Tolerance before You click the arrow on the right to get an overview of the profile types. Then you select the profile type for the actual period with the mouse or the arrows. In this field you enter the start time for the profile delimiting the item. In this field you enter the end time for the profile delimiting the item. In this field you may state a Tolerance before which leads to a rounding off of the pay time. This applies to both clock in and clock out-registrations. Tolerance after In this field you may state a Tolerance after which leads to a rounding off of the pay time. This applies to both clock in and clock out-registrations. Secondary In this field it is possible to enter a secondary type which will be the time type that is used for calculation of breaks that are dropped by the employee. 104

105 Setup of profile Copying Via this function it is possible to copy all or to copy one day of the profile. If all is to be copied you shall first have to state to which profile you want copied. Furthermore it is possible to overwrite which means that if a setup on the profile has already been given, then copying is possible only by overwriting the existing setup at the same time. If you want to copy one day of the profile, then in the Statements of days you shall have to state to which days you want copied. This is done with the mouse. Furthermore it is possible to overwrite which means that if a setup on the pay agreement has already been given, then copying is possible only by overwriting the existing setup at the same time. 105

106 Setup of profile group Setup of profile group Via the profile group it is possible for the system on the basis of the employee s clock in time to find the correct day profile according to which the employee is to work. Press Ctrl-N or select New in the file menu to set up a new line 1. The Overview and General tabs contain the following fields: Profile group Description In this field you set up a code for the profile group. In this field you enter a description of the profile group. Profile relation Press Ctrl-N or select New in the file menu to set up a new line. 106

107 Setup of profile group 1. The Overview tab contains the following fields: Profile From o clock To o clock In this field you select via the arrow on the right the calculation profile that is to be used in the specified period. In this field you enter a start time. In this field you enter a end time. 2. The General tab contains the following fields: Profile group The selected profile group. Profile calendar The profile calendar is used for the setup of profile deviations for special days (vacations, etc.) on the profile group. 107