1. Template v4 September 27, 2012 1 Copyright © 2012. Infor. All Rights Reserved. www.infor.com 1 Time Track Organization and Configuration Tables Setup Development Team

2. Template v4 September 27, 2012 2 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Agenda Time Track Work Flow Data Organization Mongoose Configuration Site, Site to ERP Linkage, Intranet, Site Parameters Facilities, Departments Workgroups Absence Codes Indirect Tasks Premium Codes Teams

3. Template v4 September 27, 2012 3 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Time Track Work Flow 1 1 2 3 Records Job Progress and Time Spent using PC or Shared terminal Span of the events is the period of login Records Job Progress and Time Spent with handhelds Span of the events is limited Supervisor corrects, approves and authorizes exception Looking at the span of entire day of data Payroll guy will calculate the premium and then generate the extract. Looking at the data for the span of pay cycle – week, month etc. – Let’s a week as example Payroll Extract Payroll guy finds any differences sends back to supervisor to review them ERP Posting Hours Qty opera tion

4. Template v4 September 27, 2012 4 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site Facility Department Workgroup User Employee Type Shifts Time Off Groups Indirect Tasks Abs Codes Payroll Premium Codes Badges Employee OrganizationSecurity Configuration

5. Template v4 September 27, 2012 5 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Mongoose Configuration

6. Template v4 September 27, 2012 6 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Mongoose Configuration Users Login to a Configuration. A configuration points to Application Database Forms Database Objects Database Templates Database. Default Site Different configuration can be setup with same forms/objects database with different Application databases.

7. Template v4 September 27, 2012 7 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Mongoose Configuration App 1 Database Forms 1 Database App 2 Database Forms 2 Database Configuration 1Configuration 2

8. Template v4 September 27, 2012 8 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Mongoose Configuration App 1 DatabaseApp 2 DatabaseForms Database Configuration 1 Configuration 2

9. Template v4 September 27, 2012 9 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site

10. Template v4 September 27, 2012 10 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site Site is starting point to all configurations in Time Track. Site record is created by default at the time of installation. Site record need to be updated to reflect correct values at the time of post installation. Intranet is a key setup need to be completed in Site Form. Each application database is linked to a Site. A Site (application database) is mapped to a single ERP Application instance. In case of ERPLN – A TT site is linked to ERPLN company In case of SyteLine – A TT site is linked to SL Site.

11. Template v4 September 27, 2012 11 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site to ERP Ln Linkage TT Site 1 (App 1 database) ERP Ln 100 Company TT Site 2 (App 2 database) ERP Ln 200 Company

12. Template v4 September 27, 2012 12 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site to SyteLine Linkage TT Site 1 (App 1 database) SL Site 1 TT Site 2 (App 2 database) SL Site 2

13. Template v4 September 27, 2012 13 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Intranets Intranets – The following need to be configured in this form. Task Man Settings – This is a service which executes all background jobs (like Jobs download) SSRS Report Server – For printing SQL Server reports from Time Track. SMTP Settings – For sending emails from Time Track

14. Template v4 September 27, 2012 14 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site Parameters

15. Template v4 September 27, 2012 15 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Site Parameter Form The following need to be configured in this form. Payroll Code ERP Type – Allowed values – ERPLN and SyteLine. ERP Shift – All the Labor Transactions captured in Time Track is posted with this value to ERP. ERP Communication Tab – Setup the connection settings to communicate to particular ERP application instance Site Calendar

16. Template v4 September 27, 2012 16 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Facilities

17. Template v4 September 27, 2012 17 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Facilities Employees can be grouped by facilities. The following need to be configured in this form. Various Calendars – Facility, Payroll and Absence Tracking Calendars Dashboard Colors Payroll Colors Payroll Output Location

18. Template v4 September 27, 2012 18 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Departments

19. Template v4 September 27, 2012 19 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Departments Employees can be grouped by Departments. The following can be configured in this form. Facility Payroll Department ERP Department – The department value that need to be posted into ERP.

20. Template v4 September 27, 2012 20 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Work Groups

21. Template v4 September 27, 2012 21 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Work Groups The groups of employees for which a supervisor will manage time are organized into work groups. Privileges Tab - Supervisors that are authorized to manage the hours of the employees in the workgroup need to be added in this tab and provide the necessary permissions.

22. Template v4 September 27, 2012 22 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Absence Codes

23. Template v4 September 27, 2012 23 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Absence Codes General Defines how ABS will be treated by Attendance and Work rules. Advanced Defines how ABS hours will be displayed in Payroll and the underlying ERP. Tracked Specifies tracking Characteristics

24. Template v4 September 27, 2012 24 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Indirect Tasks

25. Template v4 September 27, 2012 25 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Indirect Codes Time Track Users record indirect time against Time Track Indirect Codes. The following can be configured in this form. Post To ERP and ERP Task Code If this task should be a paid task or not for payroll reporting General Task Section Used for defining frequently used Job/Project, so that Users can enter a single task in elapsed Time Entry screen.

26. Template v4 September 27, 2012 26 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Premium Codes Form

27. Template v4 September 27, 2012 27 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Premium Codes Form Define Premium Rates for each Premium Code Define Payroll Codes for each Premium Code

28. Template v4 September 27, 2012 28 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Teams

29. Template v4 September 27, 2012 29 Copyright © 2012. Infor. All Rights Reserved. www.infor.com Teams Group of Employees can report all Labor Transactions using a single Team Badge. Teams support following features Stop Only Transactions – Report only End time for Labor Transactions Work Sets – Ability to work on multiple Jobs at the same time. Capture Machine Time at the same time as Labor Time. All Employees on the team need to be clocked-in before team can start a Labor transactions. Employees can be removed from the team at the time of Clock-out