Shop Floor and Workforce Management

Welcome

Presenter:Bo SchroederManaging Director / CEOEmail: bss@dynalogic.dk

Application overview [ general ]• Modules• Standard NAV interface• Registration clients

Live demo [ employee registration scenario ]• Attendance, absence• Job registration on productions, projects, service orders• Registration using the PC client and the App

Application overview [ time calculation ]• Components of the time calculation engine

Live demo [ time calculation and approve for payroll ] Application overview [ generate payroll transactions ]

• Components of the payroll rules engine Live demo [ generate payroll transactions ]

Agenda – in this session you will learn…

Application overview [ modules ]

MODULE 1 : ATTENDANCE REGISTRATION & TIME CALCULATION Clock In/Out for work using personalized PC client or App Handle absence (both absence registered at terminal and planned absence) Register break time Flexible setup of time schedules and rules for calculating time Calculation and approval of paid time, overtime, break time, flexi time, absence etc.

based on pre-defined time schedules and automated rules

MODULE 2 : JOB REGISTRATION Register time on production orders, projects, service orders and internal work View documents and notes attached to orders, jobs and items on the registration client Report good and scrap quantities, and consume raw material in BOM (and not in BOM) Work on several jobs at the same time Work and register as a team – minimizes number of registrations

MODULE 3 : GENERATE TRANSACTIONS FOR PAYROLL Set up data rules for generating payroll transaction

Highly flexible – handling even very advanced payroll rulesIntegrated with HR module – e.g. Using Qualification codes in applied payroll rules

Setup Pay-Types, Pay-Codes and Pay-Rates Generate payroll transactions and transfer/export to PayRoll system Apply ”real cost price” to job registrations based on paid salaries

Application overview [ standard NAV interface ]

Project journals

Service

Production journals NAV Production

NAV Service

NAV Project

JobManagerJob table

Registration client

PC/App

Time Calculation &

Approve for PayRoll

Posting of net job time and material

comsumption after approval

Generate payroll basis

Apply real cost price

Application overview [ registration clients ]

The PC Registration Client

Uses 1 Dynamics NAV Limited User per PC• Partners responsibility to validate

and securecorrect user licensing

Optimized for handling error scenarios• Reset error messages without using

keyboard• Timer controlled info-box appears

instead of prompting user to press F5

UI can be configured per NAV user• ….and even per employee

UI changes ”on the fly”• Adapting to employee when

employee-ID is entered on terminal• E.g. hides production functionality

for employees that only work on projects

Application overview [ registration clients ]

The PC Registration Client

Uses 1 Dynamics NAV Limited User per PC• Partners responsibility to validate and

securecorrect user licensing

Optimized for handling error scenarios• Reset error messages without using

keyboard• Timer controlled info-box appears

instead of prompting user to press F5 UI can be configured per NAV user

• IN ROADMAP….and even per employee

IN ROADMAP UI changes ”on the fly”• Adapting to employee when

employee-ID is entered on terminal• E.g. hides production functionality for

employees that only work on projects

Application overview [ registration clients ]

The JobManager App

Extends all registration functions to your mobile device• Offers same registration functions as PC client• Register and report time and quantity, and deduct items represented in BOM (and represented not in BOM) from

inventory HTML-5 application

• Runs in browser on Windows, iOS, Android Easy ”connect and go”

• Enter URL and ”Add to homescreen”• Enter username and password• Start registering

View historical data• See total time registered on jobs• See own registrations back in time

View job information• See notes applied to jobs

Exciting development roadmap• Take Pictures and attach to registration

for documentation purpose• View attached documents

LIVE DEMO [ Registering ]

• In this demo you will see the following:

Annette will clock-in for work using the PC client. Annette will also register an absence reason when attending work, because she arrives late.

Annette will start work on a production order, and draw rawmaterial for the production.She also checks job notes and documents attached to a job.

Annette will work on several production orders at the same time.

Linda will clock-in for work, and start working on a service order, using the JobManager App.

Linda will draw items for the service order, using the JobManager App.

Configuring a perzonalized registration client for Mary who only works on projects.

Mary attends work, and register work on project jobs. All employees clock out from work to complete the work day

Application overview [ Time calculation ]

Time Calculation Engine

A comprehensive time calculation engine, handling even complex time scenarios.Build several rules configurations that fits different types of companies.• All schedules and rules are set up as data rules

(no programming)• User defined “Time counters”• User defines “Schedule types”• User defined “Time schedules”

System auto selects the correct work schedule and shift based on employees clock-in times.• User defined “zones” for selecting correct

schedule. Enables the employee to select different time

scenarios, based on the company policy e.g.:• Register job code that will change overtime into

saved “leave time”• Drop a scheduled break, and get paid

overtime. Handling of flexi time scenarios

• Flexible clock-in and clock-out times.• Extra hours worked will be saved in a “time

bank”, for later use as “leave time” Export and import a full time rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Time calculation ]

Time Calculation Engine

A comprehensive time calculation engine, handling even complex time scenarios.Build several rules configurations that fits different types of companies.

• All schedules and rules are set up as data rules (no programming)

• User defined “Time counters”• User defines “Schedule types”• User defined “Time schedules”

System auto selects the correct work schedule and shift based on employees clock-in times.

• User defined “zones” for selecting correct schedule.

Enables the employee to select different time scenarios, based on the company policy e.g.:

• Register job code that will change overtime into saved “leave time”

• Drop a scheduled break, and get paid overtime.

Handling of flexi time scenarios• Flexible clock-in and clock-out times.• Extra hours worked will be saved in a “time bank”,

for later use as “leave time” Export and import a full time rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Time calculation ]

Time Calculculation Engine

A comprehensive time calculation engine, handling even complex time scenarios.Build several rules configurations that fits different types of companies.• All schedules and rules are set up as data rules (no

programming)• User defined “Time counters”• User defines “Schedule types”• User defined “Time schedules”

System auto selects the correct work schedule and shift based on employees clock-in times.• User defined “zones” for selecting correct schedule.

Enables the employee to select different time scenarios, based on the company policy e.g.:• Register job code that will change overtime into saved “leave

time”• Drop a scheduled break, and get paid overtime.

Handling of flexi time scenarios• Flexible clock-in and clock-out times.• Extra hours worked will be saved in a “time bank”, for later use

as “leave time” Export and import a full time rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Time calculation ]

Time Calculculation Engine

A comprehensive time calculation engine, handling even complex time scenarios.Build several rules configurations that fits different types of companies.• All schedules and rules are set up as data rules (no

programming)• User defined “Time counters”• User defines “Schedule types”• User defined “Time schedules”

System auto selects the correct work schedule and shift based on employees clock-in times.• User defined “zones” for selecting correct schedule.

Enables the employee to select different time scenarios, based on the company policy e.g.:• Register job code that will change overtime into saved “leave

time”• Drop a scheduled break, and get paid overtime.

Handling of flexi time scenarios• Flexible clock-in and clock-out times.• Extra hours worked will be saved in a “time bank”, for later use

as “leave time” Export and import a full time rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Time calculation ]

Time Calculculation Engine

A comprehensive time calculation engine, handling even complex time scenarios.Build several rules configurations that fits different types of companies.• All schedules and rules are set up as data rules (no

programming)• User defined “Time counters”• User defines “Schedule types”• User defined “Time schedules”

System auto selects the correct work schedule and shift based on employees clock-in times.• User defined “zones” for selecting correct schedule.

Enables the employee to select different time scenarios, based on the company policy e.g.:• Register job code that will change overtime into saved “leave

time”• Drop a scheduled break, and get paid overtime.

Handling of flexi time scenarios• Flexible clock-in and clock-out times.• Extra hours worked will be saved in a “time bank”, for later use

as “leave time” Export and import a full time rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Time calculation ]

LIVE DEMO [ Time calculation ]

• In this demo you will be see the following:

Foreman enters a planned absence cause on an employee

Foreman calculates time for his department

Foreman handles deviations and handles missing absence causes

Foreman approves for payroll, and checks system posting of calculated time and reported quantities on productions, projects and service orders.

Foreman explores employees absence statistics

Application overview [ Generate trans. for PayRoll ]

Time Calculculation Engine

A comprehensive rules engine, that generates transactions for PayRoll systems - handling even complex PayRoll scenarios.• All rules are set up as data rules (no programming)• User defined “Pay counters”• User defined Wage Types and Rates• Construct rules for activating a wage Type, using logical

expressions Integrated with NAV HR module

• Set up bonuses and extra pay based on e.g. Qualification codes in HR module

Export PayRoll transactions from JobManager for import in a PayRoll system• Out-of-the-box integrated with Lessor PayRoll NAV –

delivers transactions in Lessor PayRoll journals• Export formats for several other PayRoll systems

Apply “real cost price” on job registrations based on the paid salary• Generated payroll transactions will kick-back costs and

rates onto the different orders worked on Export and import a full rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Generate trans. for PayRoll ]

Time Calculculation Engine

A comprehensive rules engine, that generates transactions for PayRoll systems - handling even complex PayRoll scenarios.• All rules are set up as data rules (no programming)• User defined “Pay counters”• User defined Wage Types and Rates• Construct rules for activating a wage Type, using logical

expressions Integrated with NAV HR module

• Set up bonuses and extra pay based on e.g. Qualification codes in HR module

Export PayRoll transactions from JobManager for import in a PayRoll system• Out-of-the-box integrated with Lessor PayRoll NAV –

delivers transactions in Lessor PayRoll journals• Export formats for several other PayRoll systems

Apply “real cost price” on job registrations based on the paid salary• Generated payroll transactions will kick-back costs and

rates onto the different orders worked on Export and import a full rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Generate trans. for PayRoll ]

Time Calculculation Engine

A comprehensive rules engine, that generates transactions for PayRoll systems - handling even complex PayRoll scenarios.• All rules are set up as data rules (no programming)• User defined “Pay counters”• User defined Wage Types and Rates• Construct rules for activating a wage Type, using logical

expressions Integrated with NAV HR module

• Set up bonuses and extra pay based on e.g. Qualification codes in HR module

Export PayRoll transactions from JobManager for import in a PayRoll system• Out-of-the-box integrated with Lessor PayRoll NAV –

delivers transactions in Lessor PayRoll journals• Export formats for several other PayRoll

systems Apply “real cost price” on job registrations based on the

paid salary• Generated payroll transactions will kick-back costs and

rates onto the different orders worked on Export and import a full rules setup

• Export all rules from one customer• Import setup at another customer

Application overview [ Generate trans. for PayRoll ]

Time Calculculation Engine

A comprehensive rules engine, that generates transactions for PayRoll systems - handling even complex PayRoll scenarios.• All rules are set up as data rules (no programming)• User defined “Pay counters”• User defined Wage Types and Rates• Construct rules for activating a wage Type, using logical

expressions Integrated with NAV HR module

• Set up bonuses and extra pay based on e.g. Qualification codes in HR module

Export PayRoll transactions from JobManager for import in a PayRoll system• Out-of-the-box integrated with Lessor PayRoll NAV –

delivers transactions in Lessor PayRoll journals• Export formats for several other PayRoll

systems Apply “real cost price” on job registrations based on

the paid salary• Generated payroll transactions will kick-back costs and

rates onto the different orders worked on Export and import a full rules setup

• Export all rules from one customer• Import setup at another customer

LIVE DEMO [ Create payroll transactions ]

• In this demo you will se the PayRoll administrator perform the following:

Generates transactions for PayRoll

Checks the generated transactions

Prints specification of calculated time and generated payroll transactions as documentation.

Export transactions to be imported in the PayRoll system

Check that employees are market as ”Transferred” when export is complete

Thank you for your attention !