Use this function to assign Employee IDs to identify labor employees and to create Summary and Detailed teams. Employee IDs for employees or teams are used in tracking work orders.
An ID number can be linked to a Sage X3 user. In that case, during the production tracking, the operator's ID number is submitted by default in the corresponding area.
Click Detail from the Action icon menu at the beginning of the row to view and edit employee data.
Click Create to add a new employee and assign an ID or click the Edit icon to change details for an existing employee.
Creating teams
You can assign an Employee ID to a Summary team or a Detailed team. Teams can be assigned shifts and have default Sites, Work center groups, or Work centers. You can also enable Elapsed labor for a team.
A Summary team requires you to indicate the number of employees on the team, but you do not identify individual team members. A Summary team behaves like an individual employee except that Total duration is multiplied by the number of employees on the team. See Employee activity for more information.
The number of members on a Summary team can also be changed from the Adjust team action in the SFT Workbench. Updating the number of employees for an existing team does not affect unposted or in-progress activities.
A Detailed team does not show the number of employees, and specific employees are added or removed from a team in the Teams function (GESTEM).
Detailed team members must be active and share the same Site and Shift codes as the Detailed team profile. Changes made to the Detailed team profile, like Site and Elapsed labor, also change for team members.
Click this button to add a new employee or team.
Presentation
Use these fields to create a new employee or team profile.
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Fields
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Assign an ID number. |
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Select one of the following:
Note: You cannot update this field on existing records if any records exist in the Shop floor transaction (SFTTXN), Shop floor transaction history (SFTTXNH), or the Shop floor team (SFTTEAM) table. |
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This field is required for Summary teams and be changed at any time using the Adjust team action in the SFT Workbench. Updating the number of employees for an existing team does not affect unposted or in progress activities. This field does not apply to Detailed teams. |
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Enter a description such as the employee's full name or a team description. |
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Enter the employee's initials or a shortened description for the team. (Optional) |
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If the employee is a Sage X3 user, enter the user code. This field does not apply to teams. |
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The labor rate can be used to value time tracking based on the value of the OPRRATE –Labor rate selection (MFG chapter, COS group) general parameter. This field is not available for Detailed teams. |
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Select the Active check box to allow the employee access to the Shop floor tracking areas. An employee must be active before you can add them to a Detailed team. |
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This date defaults to the current system date. You can enter or select an active date for the employee. You can also enter a future date if, for example, a new employee is scheduled to begin in two weeks. An employee must be active before you can add them to a Detailed team. |
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You can enter or select an inactive date for the employee. |
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Select the Elapsed labor check box if the employee can enter elapsed time in Elapsed labor entry. If not checked, the Elapsed labor action is disabled in the Shop floor tracking workbench. If Elapsed labor is selected for a Detailed team, all employees assigned to that team have Elapsed labor enabled in their profiles. |
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Enter or select a Shift code for this employee. Changing the Shift code for a Detailed team changes if for all current team members. |
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Enter the default work Site for this employee. The default site automatically displays when the employee ID is entered in the Shop floor tracking workbench. Employees can change their default site in the Shop floor tracking workbench on the Defaults page. When selecting a work Site for a Detailed team, it must be a site that requires check in. Changing the Site for a Detailed team changes if for all current team members. See SFTEMPCLK - Employee clock in/out parameter (GPA chapter, CTL group). |
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Enter the default Work center group for this employee. Employees can change their default work center group in the Shop floor tracking workbench on the Defaults page. Changing the Work center group for a Detailed team changes it for all current team members. |
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Enter the default Work center for this employee. Employees can change their default work center in the Shop floor tracking workbench on the Defaults page. Changing the Work center for a Detailed team changes it for all current team members. |
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In addition to the generic error messages, the following messages can appear during the entry :