The Workshop Loading system was designed to allow time recording via the clocking function within the Point-of-Sale module, or via an external time clock. Immediate recording of time might not always be essential, and time sheets can be entered in a batch mode the following day.
Each transaction should be entered in chronological order for a particular employee. Against each transaction, a WIP number and a line number may be entered, plus the relevant time.
To input a time-sheet clocking entry:
Create the WIP in Point-of-Sale, adding the labour lines to be updated, and load it into Workshop Loading.
Save the WIP.
Select the time type from the WL system parameter
drop-down for Batch time type.
Select the Batch input time sheets option from the WORKSHOP LOADING Main Menu.
The Batch Input Time-sheets form is displayed.
Select the Resource from the
drop-down menu.
Enter the relevant details and click OK.
After the time sheet or clock card for one technician has been completed, continue with the next resource code.
After all technician clockings have been entered, press the ESCAPE key to return to the WORKSHOP LOADING Main Menu.
Note: Once you have made your clockings, you can review them by clicking Review to check for any mistakes, and Amend or Delete them as necessary as long as you have the priority to do so.
This form is displayed when you select the Batch input time-sheets option from the WORKSHOP LOADING Main Menu. It enables you to to input a time-sheet clocking entry.
Input:
This is where you enter the details from the time sheets for the individual resource:
Resource: Select the required resource from the drop-down
menu.
Date in: Enter the date-in for when the clocking took place.
Factor: Enter Factor time to increase cost of labour sales for overtime, and so on, where applicable. (If installed.)
You can change the factor rate by either clicking into the field directly or tabbing all the way through form to the Factor field. Examples of factoring are: Std. Time = 1, Time & a half = 1.5 and Double time = 2.
Time in (HH:MM): Enter the time-in of actual clocking.
Note: This is displayed in Normal time or Decimal time depending on the WL system parameter for Batch time type.
WIP no: Enter the WIP number that the technician has clocked on/off.
Line no: Enter one of the following line number methods for the selected WIP, to create clockings against individual lines or the whole WIP number selected that the technician has worked on:
Valid individual line numbers that exist on the WIP number
Enter * (asterisk), and tab to display the Batch Clock Off Lines on Wip Form showing valid labour lines on the WIP number. This shows Current labour status of lines via a colour-coding scheme that is displayed by clicking Legend On. You can select lines that the technician clocked on by ticking and unticking displayed valid lines (left-click on a record under the grid's Worked On column. Closing the window accepts the selection.
Entering the number 0 (zero) and tabbing assumes that the selected technician is being clocked against all lines on the WIP number.
Note: Valid labour lines that auto-update times taken on the WIP number are at a load status of B,L,A,P. Any labour lines at load status Deleted or at Memo, will not show in the list of valid lines. Any lines shown as already invoiced will allow clocking, but will not be able to update the WIP number time taken, as the account's postings have already been made.
Idle code: Select the idle code required when entering idle time.
Date out: Enter the date out when the clocking took place.
Time out: Enter the time out of the actual clocking.
Note: This is displayed in Normal time or Decimal time depending on the WL system parameter for Batch time type.
Reason: Select the required job completion code from the drop-down
menu:
P = Awaiting parts
L = Awaiting labour
A = Awaiting authority
C = Completed
PUSH BUTTONS:
OK: Click OK to process the clocking.
Progress:
This is where the clocking entries are recorded. Every time an entry is made, the counter increments per resource and per session. This allows you to cross-reference the clocking entries made against the entries on the time sheet.
This resource: Entries recorded per resource
This session: Entries recorded per session
PUSH BUTTONS:
Exit: Returns you to the WORKSHOP LOADING Main Menu
Help: Displays help on the program in your default company browser
Review: Reviews all your time-sheet entries. Displays the Clocking Adjustments form, where any errors or missed clocking can be corrected.