Shop-Trak Date Definitions

There are three types of dates used with Shop-Trak transactions:

Work Date – The Work Date field is located in the Employee section of the Shop-Trak Edit Transactions form. The Work Date reflects the date of the shift start and is the date used when transferring transactions to Infor SyteLine. Once transactions are transferred to Infor SyteLine, the work date in no longer retained.

Transaction Date – The Transaction Date field is located in the Hours section of the Shop-Trak Edit Transactions form. The Transaction Date reflects the actual date the transaction started. If transactions cross midnight, an employee will have two different transaction dates within a shift. This date is used on the Unposted Job Transactions form and is also the date used when transactions post.

Reporting Date – The Reporting Date is used when Shop-Trak reports are run or when payroll is generated. It is not displayed in a field. The Reporting date is based on the Reporting + Payroll Date field on the Shop-Trak Break Lunch Schedule form. If the field is set to S - Start of Shift Date, the Reporting Date will be the starting Transaction Date from the group of transactions. If the field is set to E - End of Shift Date, the Reporting Date will be the Ending Transaction Date from the group of transactions. This date will then be assigned to all transactions in the group for Payroll and Reporting purposes.

Example

Employee starts shift at 11:30 p.m. on 7/10:

Transaction Times	Work Date	Transaction Date	Reporting Date
11:30 - 11:45	7/10	7/10	7/10 if Start of Shift 7/11 if End of Shift
11:45 - 12:10	7/10	7/10	7/10 if Start of Shift 7/11 if End of Shift
12:10 - 12:45	7/10	7/11	7/10 if Start of Shift 7/11 if End of Shift
12:45 - 3:00	7/10	7/11	7/10 if Start of Shift 7/11 if End of Shift
3:00 - 7:00	7/10	7/11	7/10 if Start of Shift 7/11 if End of Shift

For the above group of transactions, when the Reporting + Payroll Date is set to End of Shift:

The transactions will transfer using the Work Date of 7/10.
The transactions will post using the Transaction Dates of 7/10 -7/11.
The Time & Attendance / Delinquency report will report the transactions on 7/11 using the Reporting Date.
Payroll will use the Reporting Date of 7/11.

For the above group of transactions, when the Reporting + Payroll Date is set to Start of Shift:

The transactions will transfer using the Work Date of 7/10.
The transactions will post using the Transaction Dates of 7/10 - 7/11.
The Time & Attendance / Delinquency report will report the transactions on 7/10 using the Reporting Date.
Payroll will use the Reporting Date of 7/10.

Shop-Trak Date Definitions

Example

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