Shop-Trak Setting Up the Employee Profile - General Tab

Use the General tab of the Shop-Trak Employee Profile form to add or change an employee ID, print an employee badge, and define employee menu options for Shop-Trak Shop Floor. These settings will override those on the Main tab of the Shop-Trak Parameters form.

To set up General options for an employee:

Open the Shop-Trak Employee Profile form.
Click the General tab.
Specify this information:

Shop-Trak ID - Specify the ID the employee will use to log in to Shop-Trak Shop Floor. This field is required. The default value is the Employee number from the Employees form, but may be changed.
Employee - Select the Employee number. This is the number from the Employees form and is a required field.
Effective Date - Specify the date the profile becomes active. This is a required field. You can set up multiple profiles to become active on a specific date. New employee profiles will replace the old profile on this date.
Language - Select the employee's language. When the employee logs in to Shop-Trak Shop Floor, the text on all screens will be displayed in this language. There are five languages supplied: English, French, French Canadian, German, Spanish, Vietnamese, Hmong, and Chinese. Additional languages may be added by manually typing in the name and adding the new language column to the lc_strings table for the applicable database.
Print Badge - Click Print Badge to print a badge for the employee. In order to use this feature, the BarTender label printing software must be installed on the workstation that is printing the labels. Please refer to Shop-Trak Creating & Printing Employee Badges for information on how to set up, create, and print badges.

Shop-Menu Options

Password - Specify the Password the employee will use to log in to Shop-Trak Shop Floor. A password is only required if the Password Security field on the Shop-Trak Parameters Main tab is set to All Employee Functions.
Path to Button Images - You can override the default Shop-Trak Shop Floor button images by specifying the path to the images specific to the employee. This field also exists on the Main tab of the Shop-Trak Parameters form. Entering a directory location on the Shop-Trak Parameters Main tab will affect all shop floor employees. Entering a directory location on the Shop-Trak Employee Profile General tab will override the Shop-Trak Parameters Main tab and be specific to this employee. For more information on creating unique button images, see the File Locations section of the Shop-Trak Defining Main Parameters Help topic.
Show Shift/Break Information - Select this check box to display the employee's shift start time, end time, and break/lunch schedule in Shop-Trak Shop Floor. This information is especially useful for Flex Shift employees who might be working an alternate shift.

Use Main Parameter Defaults

Select this check box to set the employee’s Shop-Trak Shop Floor menu options to those defined in the Available Menu Options section on the Main tab of the Shop-Trak Parameters form. The menu options on the Parameters Main tab are used to define the company standard. Employees outside of the company standard would have menu options defined uniquely on the Shop-Trak Employee Profile form.

Available Menu Options

Specify which transaction types and option buttons the employee will see in Shop-Trak Shop Floor. Most combinations of these options are valid. These settings will override those specified on the Shop-Trak Parameters form. See the Available Menu Options section of the Shop-Trak Defining Main Parameters topic for definitions of options, except for the following which reside only on the Shop-Trak Employe Profile form:

RTE - Select this check box to allow employees to enter their time using Rapid Time Entry (RTE). Once you select the RTE check box, certain Available Menu Options that would not apply in an RTE situation become unavailable. RTE is used by those employees whose roles are not conducive to punching in and out throughout the day, or those working remotely. With RTE, the employee can either enter start and end times or only the total time worked on a job.
Backflush Lots/SNs - Select this check box to display the Backflush Lot & Serial button on the Materials tab in Shop-Trak Shop Floor. Clicking this button will display the Select Backflushed Lots and Serial Numbers form in Shop-Trak Shop Floor. This form is used when the requirements for the lots and serials were not fulfilled at the time the transaction was ended.

Shop-Trak Setting Up the Employee Profile - General Tab

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