Shop-Trak Setting Up the Employee Profile - Options Tab

Use the Options tab of the Shop-Trak Employee Profile form to enable or disable functions such as reporting quantities and closing job operations. You can also use this tab to designate approvers and set up employee defaults.

To set up Options for an employee:

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

Functions

Disable Qty Complete - Select this check box to prohibit the entry of completed quantities by the employee. If the employee is designated as an RTE Employee on the General tab, this field will be checked by default.
Disable Qty Scrapped - Select this check box to prohibit the entry of scrapped quantities by the employee. If the employee is designated as an RTE Employee on the General tab, this field will be checked by default.
Disable Operation/Job Complete - Select this check box to prohibit the completion of a job or operation by the employee when ending a transaction. If the employee is designated as an RTE Employee on the General tab, this field will be checked by default.
RTE Transaction Confirmation Required - This option only applies to RTE employees. Select this check box to require RTE employees to confirm their transactions at the end of the week. When they log in to Shop-Trak Shop Floor, a Confirm button will display. After clicking Confirm, the RTE Weekly Confirmation screen displays.

Visual Dispatch

Auto-Launch Dispatch - Select this check box to allow the employee to start and end Run, Setup, and Direct transactions from the Visual Dispatch screen. After entering an employee ID, selecting a transaction type, and clicking Send, the Visual Dispatch screen will auto-launch and display jobs for the employee’s Default Resource Group. The employee then selects the desired job and clicks Send to begin the transaction.
Allow Save to Visual Dispatch - Select this check box to allow the employee to save any of the following changes made to the Visual Dispatch screen:

Column width
Column order
Row height
Splitter position

Once the employee saves the changes, these settings will override any made at the Resource Group, Site Default, and Vendor Default levels.

Approving Supervisors

The Approving Supervisors section defines the employee's Primary, Alternate, and Admin Supervisors, mainly for transaction approval purposes. Designated supervisors are also used as selection criteria on the Shop-Trak Time & Attendance/Delinquency Report and other Shop-Trak reports.

Primary - Select the employee's Primary Supervisor.
Alternate - Select the employee's Alternate (Secondary) Supervisor. The Alternate Supervisor will approve the employee's transactions in the absence of the Primary Supervisor.
Admin - Select the employee's Administrative Supervisor. The Administrative Supervisor will approve the employee's transactions in the absence of the Primary and Alternate Supervisors. An example of an Administrative Supervisor would the be the staff member responsible for Payroll. The Payroll staff member needs the ability to make sure all transactions are posted before payroll is generated. In the event the Supervisors are absent, the Payroll staff member can approve the employee's transactions.
Require Transaction Approval - Select this check box to require approval of the employee's transactions by an Approving Supervisor before the transactions transfer to Infor SyteLine.

NOTE: The supervisor assignments will not qualify the supervisors to override or log the employee in on a biometric device. The supervisors assigned on this form are only permitted to approve the employee’s daily transactions and run Shop-Trak reports. Please see the Biometric Approver section of the Employee Profile Biometric topic on how to designate an employee as a Biometric Approver.

Shift Options

Flex Shift - Enabling this option will display the available alternate shifts when the employee logs in to Shop-Trak Shop Floor. To set up the employee for alternate shifts:

Select the Flex Shift check box.
Select the desired alternate shifts from the drop-down list in the Shift grid.

NOTE: You must include the Employee Master Shift as one of the shifts. If you do not, upon saving you will receive a message stating "The Employee Master shift must be in list of available shifts when 'Flex Shift' is enabled."

When the employee signs in to Shop-Trak Shop Floor, the available alternate shifts will now display for selection. The Lunch and Break Schedule and any shift premiums will be assigned according to the selected shift. The selected alternate shift will only be applicable for the current day.
Clearing the Flex Shift check box removes the option for the employee to select an alternate shift upon login. Instead, the employee will automatically be assigned the default shift from the Employee Master Shift field. Note that the selected alternate shifts remain in the Shift grid even after the Flex Shift check box has been cleared.

Employee Master Shift - This field displays the default Shift number from the Employees form.

Employee Defaults

These parameters are optional.

Vis Disp Resource Grp - Select the default Visual Dispatch Resource Group to display when the employee accesses Visual Dispatch. This Resource Group will remain as the default unless the employee selects a different Resource Group. If the employee changes the Resource Group, the new selection becomes the default for the remainder of the day, or until changed again. When the employee begins a new day, the initial default Resource Group becomes the primary selection once again.
Vis Disp Resource - Select the default Visual Dispatch Resource to display when the employee accesses the Visual Dispatch screen. This Resource will remain as the default unless the employee selects a different Resource. If the employee changes the Resource, the new selection becomes the default for the remainder of the day, or until changed again. When the employee begins a new day, the default Resource becomes the primary selection once again.
Default Ind Code - Select the Indirect Code to use as the default when the employee starts an Indirect transaction.

NOTE: There may be cases where not all the available Indirect Codes appear in the drop-down list. Indirect Codes that are assigned to Breaks or Lunches on the Shop-Trak Break Lunch Schedule form are not available for use on the shop floor. If an Indirect Code is manually entered into this field and is used on a Break Lunch Schedule, a message displays stating that the Indirect Code entered is invalid.

Allow Default Ind. Code Only - Select this check box to display the default Indirect Code only. The employee will not be allowed to change the code. Clear the check box to permit the employee to change the code.

Save the changes and close the form.

Shop-Trak Setting Up the Employee Profile - Options Tab

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