Timekeeping

Overview

The Timekeeping Module lets you manage and view timekeeping records created in the Tracker module or directly in BOS Professional. We recommend that timekeeping is managed daily and operators are alerted if there are issues (e.g. if they forget to stop a job) to ensure the smooth running of operations.

This module may be used to capture manual timesheets. However, we recommend using the Tracker App instead and only using this module to view and edit timekeeping records.

Timekeeping uses Work Shifts as follows: If the Timekeeping is linked to a Planning Stage, it uses that Stage's Work Shift. Otherwise, it uses the Work Shift linked to the Operator.

Navigation

Main Menu > Production > Timekeeping

Settings

User Settings

Navigation

Main Menu > Office > My Organisation > Double-click to open a Staff File > Settings (tab)

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting Description Default
General > Timekeeping - Access AllowedYes or No. Whether you can open the Timekeeping module, or a timekeeping record from another screen. Without it, the message "Access denied." appears.No

List view

Buttons Explained

Button Description
ResetResets the filters and the view.
ViewGenerates a list of Timekeeping records based on the selected filters.
NewCreates a new Timekeeping record.
OutputN/A to this module unless custom output templates are created.
Actions
  • Batch Update: Updates all the selected records when Update (button) is clicked and confirmed.
    • Completed: Changes the number of completed items to the number entered the adjacent block.
    • Operator: Changes the operator to the one selected from the dropdown list of operators.
    • Spoiled: Changes the number of spoiled items to the number entered the adjacent block.
    • Team: Changes the number of team members to the number entered the adjacent block.
    • Tracking: Changes the tracking option to the one selected from the dropdown list (Setup, Run, Washup, Downtime).
    • Work Shift: Changes the Work Shift to the one selected from the dropdown list of all Work Shifts.
Menu
  • Export
    • Email Excel: Opens the default email template and attaches the displayed timekeeping records in .xlsx format.
    • Export Grid: Lets you choose a save location for the displayed timekeeping records in .xlsx format.
  • Layout
    • Save Grid
    • Restore Grid
    • Restore Default Grid (All Users)

Filters Explained

Filter Description
Module
  • Allows the records to be filtered to show:
    • All: No module filter is applied.
    • Not Linked: Shows timekeeping records not linked to a transaction or task.
    • WO: Requires the Work Order Number to be entered in the adjacent block. Displays all the timekeeping records for the specific Work Order.
    • NCR: Shows all the timekeeping records linked to a Non-conformance Report (NCR) or where NCR Pending was selected.
SetSets a specific time frame such as Today, This Month, This Year, Fin Year.
← →Adjusts the date in the direction of the arrow.
Date ... toAllows custom dates to be entered.
OperatorA dropdown list of all the Operators to select all or a specific Operator.
Cost CentreA dropdown list of all the Cost Centres to select all or a specific Cost Centre.
Work ShiftA dropdown list of all the Work Shifts to select all or a specific Work Shift.

Fields Explained

Field Description
Field Chooser (*)Lets you add or remove columns.
IDThe system-generated number for the entry.
OperatorThe name of the Operator who completed the timekeeping record.
Started (Start Date)The date on which the timekeeping record was started.
@ (Start Time)The time when timekeeping record was started.
Finished (Finished Date)The date on which the timekeeping record was stopped.
@ (Finished Time)The time when the timekeeping record was stopped.
StageThe Production Stage applicable to the timekeeping record.
WO No.The Work Order number.
SO No.The Sales Order number.
CustomerThe name of the customer.
ReferenceThe Reference field on the Work Order.
ItemThe item for which the Timekeeping was recorded.
NCR No.The NCR number, or NCR Pending if a number is not yet allocated.
Cost CentreThe Cost Centre selected for the timekeeping record.
WorkstationThe Workstation linked to the Stage.
TrackingThe Tracking options (Downtime, Run, Setup or Washup) for the Stage, if applicable, or else the field is blank.
Hr/sThe Hours Worked (for which the timekeeping record was active).
Rate/HrThe Hourly Rate of the Cost Centre.
CostThe Cost of the time on the timekeeping record. (Hr/s x Number of Team Members x Rate/Hr).
TeamThe number of Team members.
CompletedThe Quantity of the product Completed.
SpoiledThe Quantity of the product Spoiled.
NoteAny Note entered on the timekeeping record.
Menu (...)
  • A submenu (that can also be accessed by right-clicking an entry) with the following options:
    • Open linked Work Order: Opens the linked Work Order.
    • Edit: Lets you edit the timekeeping record.
    • Delete: Deletes the timekeeping record.
Work ShiftThe Work Shift's description (e.g. Day Shift - Friday).

Edit View

Buttons Explained

Button Description
∧ ∨Navigates to the next or previous record.
NewCreates a new timekeeping record.
CopyCopies the timekeeping record.
DeleteDeletes the timekeeping record.
SaveSaves any changes.
CloseCloses the Edit Time popup.

Fields Explained

Field Description
WO No.Enter the Work Order Number / The Work Order Number is prefilled if the record is linked to a Work Order.
CustomerThe Customer's Name is prefilled if the record is linked to a Work Order.
ReferenceThe Reference from the Work Order which is prefilled.
ItemA dropdown list of Items for you to select one. Only applicable if a Work Order Number was entered.
NCR No.An NCR No is prefilled if applicable. The Operator may also select:
  • Not linked to NCR: Ordinary timekeeping record.
  • NCR Pending: The timekeeping relates to a non-conformance report.
OperatorA dropdown list of Operators for you to select one.
TeamEnter the number of Team members.
Cost CentreA dropdown list of Cost Centres for you to select one.
Rate
  • The Hourly Rate for the job that the timekeeping record is for.
  • If a Cost Centre is selected, the rate is automatically entered from the Cost Centre.
Tracking Field 1Details of the item that is being tracked based on the Work Order Number and selected Cost Centre.
Tracking Field 2If tracked, you can select a Tracking option from this list:
  • Setup
  • Run
  • Washup
  • Downtime
StartedFields to select the Start Date and Time from the calendar and time chooser.
toFields to select the End Date and Time from the calendar and time chooser.
Time (hr/s)This field is automatically calculated after the times are entered and Save (button) is clicked. It is the difference between the Start and End times.
CostThis field is automatically calculated after the times are entered and Save (button) is clicked as follows: Duration x Number of Team Members x Hourly Rate. (If any of those fields are zero, the cost is also zero.)
Work ShiftA dropdown list of Work Shifts for you to select one.
CompletedEnter the number of Products Completed.
SpoiledEnter the number of Products Spoiled.
NoteEnter a Note about the timekeeping record.

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