Overview
Please 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 need to be set-up, and a Production Order with a Job Ticket will need to be created for personal leave. Please see 2003-304– Set-up and Utilise Non-Productive Process to record Employee Activities.
Scenario – Employee number 5 Thomas Kattman clocks on as normal for the day. As the day progresses he find he is unwell and cannot continue to work. He clocks off the job and he clock off for the day. The following day, the user responsible for maintaining employee clock records will create a ‘Job Batch – Time Entry’ for the time to be allocated to Personal Leave for the employee 5 Thomas Kattman’s shift. This time will be allocated to a Non-productive Part, Workcenter and job ticket.
Open the RESOURCES tab on the Opto ribbon and click on the ‘Show Employee Times’ icon. Use the calendar button to select the required date. Dbl-click on the employee who took personal leave – Employee 5 Thomas Kattman, this opens their Time Clock record for the required date. Take note of the finish time on this record as this will be entered onto the Job Batch entry to record the personal leave. Close the ‘Employee Time Clock’ record, and the ‘Daily Employee Records’ window.
From the RESOURCES tab on the Opto ribbon, click on the ‘Job Batch’ icon to open the ‘Job Batch – Time Entry’ window. From there, enter the employee number and then press <TAB>, edit the date fields to the required date.
Click in the “Leave Type” field, press <F2> and select the code for ‘Personal Leave’ from the pop-up list, click OK and press <TAB>. Edit the “Work Start” field, this start time will be the time the employee clocked off on the day of the personal leave, whereas the finish time, is the normal time the employee clocks off of the shift, so this stays the same. If the employee is setup for Auto Lunch, do not edit the “Lunch Start or Finish” fields. If the “Lunch” fields are blank, leave them blank.
Click in the “Job No” field, press <F2> and select the appropriate job ticket for the personal leave and click OK. In the “WC” field, press <F2> and selected the code for the Personal Leave workcenter – a pop-up message appears, click OK. The “Date” and “Start Time” fields will generate, click in the “Finish Time” and enter the normal finish time for the employee. Press <TAB> to move to the “Lunch” field and enter the time in minutes for the normal lunch break entitlement for the employee.
Press <F9> to save the record.
When the time comes to print the Payroll Report for that period, the times are allocated accordingly.
Opto Software Pty Ltd
Revised: 30/10/24
