This topic describes the Shop-Trak Break Lunch Schedule form and the Methods used to determine how breaks and lunch periods are processed through Shop-Trak.
Breaks and Lunches are defined in the Shop-Trak Break Lunch Schedule form. The lunch and break schedules may be defined globally, or specifically by Shift or Shift and Department.
Example: (* indicates all shifts or departments)
| Shift: * | Department: * | One schedule for all Shifts and Departments |
| Shift: 1 | Department: * | All Departments for Shift 1 |
| Shift: 1 | Department: 200 | Shift 1, Department 200 only |
The Effective Date field determines when the schedule becomes effective.
Multiple breaks can be defined within each shift, but only one lunch record is allowed for any particular day within a specified shift.
NOTE: Employee break and lunch schedules are read into memory when the employee logs into Shop-Trak Shop Floor for the first time each day. Any changes made to the break/lunch schedules after this time will not be effective until the next time the employee logs in.
Example: 3rd shift employee starts at 23:00 on 01/06/13 and punches out for day at 06:00 on 01/07/13. The date applied to the employee transactions for reporting and payroll purposes will be 01/07/13.
NOTE: The specified day must have Lunch and Break times defined for that day.
NOTE: The Shop-Trak Break Lunch Schedule requires exclusive Indirect codes for Lunches and Breaks. These Indirect codes should only be used on the Shop-Trak Break Lunch Schedule form and will be filtered out on the Shop-Trak Shop Floor indirect codes selection.
The following describes how the Start time applies to the different Methods:
Indicate Method - Example 1:
An employee works from 07:00 to 15:00 with a lunch scheduled for 11:30 to 1
At 14:00, the employee Ends the job and is prompted, “Did you take lunch?”
NO - Creates the following transactions and will prompt again:
07:00 to 14:00
YES - Creates the following transactions:
07:00 to 11:30
11:30 to 12:00 Lunch
12:00 to 14:00
If the user selects No to the lunch prompt and starts another transaction after the defined lunch times, the current transaction will have the lunch transaction applied (see following example). If the labor transaction’s duration is not greater than or equal to the lunch duration, the lunch transaction will be created for the duration of the labor transaction only.
Indicate Method - Example 2:
Lunch defined as .5 hours from 12:00 to 12:30
Job 100 13:00 to 15:00
End Job – “Did you take lunch?”
YES - Creates the following transactions:
Job 100 13:00 to 14:30
Lunch 14:30 to 15:00
Example:
Lunch Early In/Late Out = 5 Min
Lunch Late In/Early Out = 5 Min
Lunch starts at 12:00 PM ½ hour duration
Employee punches in to lunch at 11:57 AM. The lunch start time will round to 12:00 PM. If the employee punches out of lunch at 12:32 PM, the grace period will round his time back to 12:30 PM. If the lunch starts or ends outside the 5 minute grace period, the actual time will be applied.
Methods determine how Lunch and Break periods will be processed through Shop-Trak. Non-paid Lunch or Break transactions will have no Payroll Rate or Job Cost Rate and thus, will not impact Infor SyteLine’s accounting system. For each of the three methods an Indirect transaction will be created to span the lunch period.
If the employee has an open transaction, the Indicate method prompts the employee once they return and enter their Shop-Trak ID. Shop-Trak utilizes the Break Lunch Schedule to adjust the open transaction and create the individual lunch transaction. The Message Start time determines when the employee will start getting prompted. Indicate is available for lunch types only. The employee will be prompted “Did You Take Lunch” until they say YES, or they punch out for the day. The transaction that the employee was performing at the time they say YES will be adjusted to subtract the lunch time.
An Indirect transaction is created for the time that Lunch or Breaks are taken. Each employee will select either Lunch or Break from the menu. Upon returning from break or lunch the only option is to End the transaction, which will resume the labor transaction(s) that had been interrupted. The Lunch icon will be available after the Message Start time defined in the Break and Lunch Schedule as shown below.
Punch In/Out methods for lunch will utilize the Early In/Late Out grace periods of the Shift Codes master and allow rounding to occur for the lunch period.
For Automatic Lunch or Break, the employee is not required to do anything within Shop-Trak. Shop-Trak will automatically create the Indirect transaction for the hours defined in the Break Lunch Schedule. The Start and End times are utilized to assign the employees to a separate lunch or break transaction, suspending all open transactions.
In the case that an employee needs to leave the premises for lunch, many companies may require the employee to completely log out of the Shop-Trak application while they are away. In this case the employee will be required to Punchout for the Day, and Punch In again when they return.
It is important to note in this case that the Shift Codes lunch grace periods are not applicable when punching out for the day and punching back in.
Setting Up the Employee Profile - General Tab