OverviewPlease Note: Never edit an employee’s clock record on the day of the issue, this is to ensure that all the necessary time is allocated to the record. This document describes how to manage personal leave when the employee clocks off early for the shift. A Non-productive Part, Workcenter will […]
2003-110a – Managing Employee Short-term Leave – All day event
Overview This document describes how to record employee short-term leave for a whole day event. The leave is recorded by creating a ‘Job Batch Entry’ on a daily basis utilising a Non-productive Factory Order and its Job Ticket processes. Please see 2003-304– Set-up and Utilise Non-Productive Process to record Employee […]
2009-110 – Set-up and Utilise Non-productive time
Overview Opto can account for any number of non-productive activities, such as sick leave, annual and long service leave, maintenance, training etc. The process uses ‘non-productive’ workcenters in conjunction with an internal job run each month or quarter. The following will need to be set-up – A client record for […]
2003-107 – Employee Management
OverviewThe ‘Employee Management’ window enables the user to view Calendar Activities for all employees. The activities might be holidays, long service leave, training, personal leave, etc, also public holidays and shutdowns. All the events are colour coded for easy reference. Open the RESOURCES tab on the Opto ribbon, and then […]
2003-102 – Update Employee Shifts
Overview The ‘Update Shift’ feature enables the USER to update or change multiple employee shifts at the same time. Open the RESOURCES tab on the OPTO ribbon, click on the ‘Utilities’ drop-down and select ‘Update Shift’ to display the list of all employees. From the “Employees Select” list, click on […]
2004-802 – Enter/Edit Vehicles
Create ‘New Vehicle Record’ Openthe Inventory tab in the Opto ribbon, and then click on the ‘New/Edit Vehicle’ icon. A Vehicle Tracking number (VTN) will automatically be assigned, which is unique to the vehicle in the database. Click in the “Emp No” field, press <F2> and select the appropriate employee […]
2003-111 – Edit Employee Clock and/or the Process Control Records
Overview: Employee Time Clock records can be adjusted when an employee forgets to clock on, clocks in late or forgets to clock off. It is important not to change clock records until the following day so that lunch times and rounding calculates correctly. When adjusting Start Date or Start Time […]
2003-109 – Update Incorrect Job time records
Overview: This document explains how to edit incorrect Job times. Job times must be edited in both the ‘Process Control’ window and the ‘Employee Time Clock’ window. It is crucial that any editing to Employee Time Clock record or the Process Control records must NOT be attempted on the day […]
2003-103 – Job Batch – Employee Times
Overview A batch entry is used when clock records need to be manually entered into OPTO. This could be due to Off-site work, Annual/Personal leave, Training or an employee has forgotten to clock on for the day. This function records Work and/or jobs times for a single employee on a […]
2003-931 – Utilising the Position Wizard
Overview: The ‘Position Wizard ‘allows users to allocate, change, or terminate an employee’s position within the company. The positions must be set-up prior to using the Position Wizard – please see Enter/Edit Employee Positions. To Allocate a Position to Employee To allocate a position to an employee, open the Resources […]
