Shop-Trak Payroll File Definitions

There are multiple areas within Infor SyteLine and Shop-Trak that must be defined to properly generate payroll transactions.

Infor SyteLine Forms

Employees Form - General Tab

To generate transactions from Shop-Trak, the Generate Payroll From field on the General tab of the Employees form must defined as Mfg Lbr.

Employees Form - Rates and Taxes Tab

Shop-Trak will utilize the Payroll Regular Rates from Labor transactions.  Overtime and Double-time rates on this form will only be utilized if the Pay Basis on the Shift Codes is defined as Overtime or Double-time.  Overtime and Double-time rates will be calculated from the Payroll Generation table defined within Shop-Trak during payroll generation.  Rate Change Rules may be assigned through Shop-Trak.  When utilizing this feature, the premiums are added to the rate defined on the Rates and Taxes tab and the adjusted rate is then assigned to the labor transaction.

NOTE:  Transaction Rates are utilized during Payroll Generation.  If utilizing the Pay Basis in Infor SyteLine Shift Codes as Overtime or Double-Time, the Overtime and Double-Time Payroll rates should be defined as the employee’s straight-time rate.  If this is not done, premiums may be over applied when utilizing Shop-Trak’s Payroll Generation table.  See Shift Codes in the SyteLine Online Help for additional information.

Shift Codes Form

Shift premiums will be added to the employee’s rate for each labor transaction which occurs on the defined shift.  Rate change rules will add the premium to the rate for flat or dollar premiums.  When defining the rate rule as a percentage, the shift premium will be added on top of the adjusted rate.  The shift premium will not increase due to a rate rule.

Holiday factors are utilized for manufacturing rates only.  The Shop-Trak Payroll Generation Table must be defined to assign multipliers to hours worked on holidays during payroll generation.  

The Pay Basis defined as Overtime or Double-Time will apply the overtime or double-time pay rate and manufacturing rates to labor transactions.

NOTE:  It is recommended to set the payroll overtime and double-time rates in Infor SyteLine’s™ Rates and Taxes to the employee’s straight-time rate.  This is to prevent overtime or double-time from being over applied when setting the Pay Basis other than Regular, and utilizing Shop-Trak’s Payroll Generation Table.  

Human Resources Attendance Form

Human Resources allow you to track both paid and unpaid time off for employees.  Attendance records include a field to indicate whether the hours are to be paid or unpaid.  Selecting Yes to “Summarize Attendance Trx:” on the Payroll Generation Screen generates the “Paid” records into payroll.  Shop-Trak will also display any records entered in this form on the Shop-Trak Time and Attendance Delinquency report.  

Payroll Hours Form

The Payroll hours file can be used for recording paid time off; such as vacation, holiday, or sick.  The hours are processed during Payroll Generation and are applicable to payroll generation rules.  Entries should be made to the Hours file with the type equal to “Regular,” “Holiday,” “Vacation,” or “Sick.”  Any entries made with the Type equal to “Overtime” or “Double-Time” will be generated as “Regular” and applied the Multipliers and Types from the Payroll Generation Table if defined within the “Include Types.”  [Include Types (OD)]

Shop-Trak will also display any records entered in this form on the Shop-Trak Time and Attendance Delinquency Report.    

Shop-Trak Forms

Shop-Trak Rate Change Rules Form

Rate Change Rules are designed to allow companies to pay incentive rates to employees or groups of employees.  The rules can be defined by employees to specified work centers.  Employees working on the defined work centers will then have the applicable premium applied.

The Rate Rules can be based on multiple calculated values applying to the employee’s Regular rate defined in Infor SyteLine’s Rates and Taxes.

Percent (%) - Pay Rate * (1 + Percent Premium)

Dollar ($) - Pay Rate + Dollar Premium

Flat $/Hr (F) - Flat Dollar Amount

Rules are applied to each individual labor transaction.   The adjusted rate is applied to the pay rate field of the transactions allowing multiple rate changes to be applied during payroll generation.

Employee 34 has a Pay Rate of $10.00 with a Rate Rule defined for Work Center AS-500.  See example below.

Note:  Paid breaks will apply the rate premiums while paid lunches will apply the regular rate.

Shop-Trak Edit Transactions Form

Setting the Shift Codes Pay Basis to Overtime or Double-Time will apply Overtime or Double-time pay and manufacturing rates to the labor transactions created.   Overtime and Double-Time are generated from the Shop-Trak Payroll Generation Table and will include these transactions as if they were a Regular Pay Basis and apply the multipliers accordingly.

Example:  

The Pay rate is defined at $15.00 and Mfg Rate as $40.00 for Double-Time.  A shift premium of $0.50 has been applied assigning the transaction a Payroll Rate of $15.50 and a Job Cost of $40.50.  These rates will be posted with the transactions and utilized during payroll generation.  Double-time will then be applied to this transaction from the Payroll Generation Table.

NOTE:  If a double-time Pay Rate had been assigned of $30.00 in Infor SyteLine’s Rates and Taxes, the Payroll Rate would be assigned as $30.50.  Any applicable multipliers from the Shop-Trak Payroll Generation Table would then be assigned in addition to this rate possibly over applying double-time.

Shop-Trak Break and Lunch Schedule Form

The Breaks and Lunches entered on the Shop-Trak Break Lunch Schedule form can be defined as paid or non-paid.  This determines whether the lunch or break transactions will be generated into payroll.  These settings are assigned to each individual transaction as they occur through Shop-Trak.

NOTE:  Updates to the Break Lunch Schedules will not reflect on existing transactions.'Reporting and Payroll Date' must also be defined for shifts that cross mid-night.  During the Generation process, the ‘Reporting Date’ feature will assign all transactions according to the Start or End of shift date defined.  This will allow employee shifts that cross two dates to be assigned an individual pay date.  

Reporting and Payroll Generation Dates

Example 1 for Third Shift:  

When defining ‘Reporting Date’ as ‘End of Shift’, the two transactions below will be assigned a Pay Date of 02/04/12.

Transaction Date:

02/03/12            Sunday Evening                                  Job 100   22:30 to 23:30

02/03/12            Sunday Evening/Monday Morning      Job 200   23:30 to 06:00 a.m. on 02/04/12

Example 2 for Third Shift:  

When defining ‘Reporting Date’ as ‘Start of Shift’, the two transactions below will be assigned a Pay Date of 02/03/12.

Transaction Date:

02/03/12            Sunday Evening/Monday Morning       Job 100   22:30 to 01:30

02/04/12            Monday Morning                                  Job 200   01:30 to 06:00 a.m. on 02/04/12

Generating payroll with a starting date of 02/04/12 would not capture the transaction for 02/03/12.

Shop-Trak Payroll Parameters Form

The Payroll Parameters screen maintains the information necessary for controlling overtime processing.  

Summarize Hours

Summarize Hours allows the user to summarize log hours that are created during Payroll Generation.  Infor SyteLine generates each transaction into an individual log hour record.  Flagging this field to YES will condense the daily transactions.  Notice the example below; five log hour records are summarized into two.  

Source transactions can hold total hours up to three (3) decimals and pay rates of up to five (5) decimals.  By pulling each transaction into payroll, there may be unbalanced payroll distributions since they are based on the sum of the extended values of log hour records.   Manual adjustments will be needed to correct the distributions before payroll check posting can occur.

Entering YES greatly reduces the possibility of unbalanced payroll distributions. 

Adjust Regular Hours

Shop-Trak maintains the exact transaction times; therefore, total hours for a day may sum to an odd value such as 7.971 or 9.486.  The Adjust Regular Hours is designed to adjust these times based on individual pay policies.  

The value entered will determine the range, up/down for comparison to daily total hours.  The total daily hours will be adjusted.

With the parameter defined as 3 minutes, any daily hours that fall within 3 minutes before or after the hour or half hour will be adjusted up or down.  If the total hours are outside of the setting, no adjustments will be made and the actual hours will be generated to Payroll. 

See the table below for specific examples.

Use Shop-Trak Payroll Processing

The setting allows the Payroll Generation Table to be processed during Payroll Generation. This setting will default into the Payroll Generation screen and may be updated to “No” for groups of employees where the table may not be applicable.

Defining this as “Yes” will convert labor transactions into regular, overtime, double-time, or holiday pay types and apply the appropriate pay rates as defined within the Payroll Generation Table. 

Shop-Trak Payroll Generation Tables Form

The Payroll Generation Table is designed to allow organizations flexibility in defining when employees are to be assigned higher rates based on thresholds of hours worked.   The multipliers may be assigned to Posted Labor Transactions, Attendance Records, and manually entered Payroll Hours during the payroll generation process.

Multiple table priorities are defined as follows from the highest to the lowest priority:  (1) Assigned shift with assigned department. (2) Assigned department for all shifts. (3) Assigned shift for all departments. (4) All shifts and all departments.

Example:

Shop-Trak Payroll Generation Tables - Header Fields

The header fields must be defined and saved prior to entering the detail information of the table.

Shift - The shift is a required field and must exist within the Infor SyteLine™ Shift Code Master.  A wildcard (*) is a valid entry for applying across multiple shifts.

Department - The department is a required field and must exist within the Infor SyteLine™ Department Master.  A wildcard (*) is a valid entry for applying across multiple departments.

Payroll Generation Account Codes

When Payroll Application = Infor SyteLine:

With the Shop-Trak Payroll parameter “Payroll Application” defined as “Infor SyteLine,” the accounts for Holiday, Sick, Vacation, and Other accounts will default in as a non-updateable field from the Infor SyteLine Payroll Parameters.  The Regular account will be a non-updateable field and remain blank due to the variety of accounts that may be assigned to each employee within the shift/department.  The Overtime and Double-Time accounts may be assigned to unique accounts.  These accounts will allow organizations to differentiate between regular, overtime, and double-time payroll expenses for each shift/department defined.  If these fields are left blank, the accounts will default to the employee’s regular wage account assigned within the Infor SyteLine Employee General screen.    These accounts are utilized for distributing payroll dollars and must be valid Infor SyteLine accounts.

Premium Field - Enter an account in this field if you would like to separate the premium portion of the overtime rate and allocate it to a separate account.

NOTE:  Indirect Transactions will apply the wage expense account assigned to the Indirect Code when defining the Shop-Trak parameter for Indirect Labor Posting to PR Journal.  If defining the parameter as “SF Journal,” the Employee Master General Wage account will be assigned.  Indirect Accounts will never be overwritten with the Overtime or Double-Time accounts defined.  Although, the hours type will be assigned as overtime, double-time, or holiday if applicable.

When Payroll Application = External:

With the Shop-Trak payroll parameters “Payroll Application” defined as “External,” the Regular, Overtime, Double-Time, Holiday, Sick, Vacation, and Other fields are updateable and non-validated values that may be assigned according to the export application requirements.  The account is any alphanumeric code that will be used in the outside application for classification of wages.  These values are utilized during the Export only.  Standard Infor SyteLine™ accounts will be utilized during payroll generation and applied to the distribution records.

NOTE:  Entry to this field must be done with caution to ensure valid data for the external application.

Shop-Trak Payroll Generation Tables - Detail Fields

Method

Valid methods are Holiday, Daily, and Weekly.  The Method is entered to define whether the premium multiplier should be paid to hours on a Daily, Weekly, or Holiday basis.  Multiple records may be applied for each method.  Multiple methods must be defined with the same Days and Include Types as the original method for Holiday and Daily Methods.

On a Daily basis, overtime could be earned after 8 hours worked in a day with a multiplier of 1.5.  Then after 10 hours worked in a day, overtime could be computed with a multiplier of 2.0. 

NOTE:  Weekly methods may override multipliers defined to daily methods if the minimum weekly hours have not been met.  See the following examples.

Days - Valid days are Weekday (Monday through Friday), Saturday, Sunday, and All.  The Days field is utilized to define which days of the week to apply the premium multiplier.  "All" is the only valid option for a Weekly Method.

Include Types

This value is utilized in determining which payroll types to be included when calculating the total hours for applying the multiplier.  The Include Types values of  (O)vertime, (D)ouble-Time, (V)acation, (H)oliday, (S)ick, and (X) Other are applicable.  (R)egular hour types are required for all defined records in the table.

The (R)egular Type includes all pay types posted to transactions.  This would include overtime or double-time if defined within the shift codes of Infor SyteLine.

The (O)vertime and (D)ouble-time types are valid options for weekly rules.  These types are ONLY the overtime or double-time types that may have been assigned on a previous rule.  ( A daily rule applies overtime to hours over 10.  If an employee works 12 hours, two hours would be assigned as overtime and will be counted in the weekly rule when including the (O)vertime type.)

Non-worked hours (VHSX) can be included for processing the multipliers for worked hours.  The non-worked hours will never be processed with a multiplier.  [i.e. Include (V)acation.  An employee has vacation on Monday (8 hrs) and works Tuesday through Friday (34 hrs).  Total hours to process equals 42 hours.  A rule applying overtime over 40 would process 2 overtime hours to the actual hours worked (8 Vacation, 32 Regular, and 2 Overtime)]

Beginning Hours - Enter the number of hours to begin applying the premium multiplier.  All hours over this value and under the ending hours will have the multiplier assigned.

Ending Hours - Enter the ending hours where the next premium factor would apply.  No gaps or overlaps in time may exist for any record with Pay Type and Days defined the same. 

Validation will occur, preventing gaps and overlaps in time from being reported.  In the example above, beginning hours for the second record cannot be less than 10.00 hours.

Multiplier - The Multiplier is the premium utilized to increase the transaction’s pay rate.  

Pay Code - The Pay Code is utilized to classify the hours within payroll generation.  Use this field to classify the hours and dollars into either Regular, Overtime, Double-Time, or Holiday Pay Types.  

See Shop-Trak Generate Payroll for additional information.

Related Topics

Shop-Trak Payroll Overview

Shop-Trak Generate Payroll

Shop-Trak Payroll Processing for SyteLine 8.03.10

Shop-Trak Reports Listing

Shop-Trak Editing Transactions