Labor Review

The Labor Review form allows a supervisor to see which employees have worked on specific charge elements during a specific date range. The top half of the form shows the quantity complete, efficiency, and total time for each employee on a particular day. The bottom half of the form shows the Daily timecard with this transaction.

The Labor Review form will show the labors performed by all employees, not just the ones that the logged-in user supervises. However, the Daily timecard tab will only display records for the employees that the logged-in user supervises.

To display records on the Labor Review form, you must select a Charge Type and enter an Order Number, Project Number, Account Number, Work Center, or Expenditure Type. You can further narrow your search by specifying other charge type elements, such as Operation and Activity.

Because the Labor Review form will retrieve records for such a large number of employees, you should use the filter fields to narrow the type of labors you want to view.

Note: The maximum number of records that will appear on the Labor Review form is based on the form's number_of_records setting on the Form Settings form.

Detail Form:

Daily

See Also:

Filter (Find Records)

Rearrange Columns

Labor Review Field Descriptions

Open Labor

 

Filter Fields – Find Records

  1. Click the Filter button at the top of the Labor Review form to display the filter fields. Use these fields to change the employees and charge items that display on the form.

  2. Select the Start Date and End Date when the labors were posted.

  3. Select the Charge Type you want to view.

    The available options are defined on the Charge Type form.

    When you select a Charge Type, additional filter fields will display. These additional fields are based on the Charge Type Elements defined for the Charge Type.

    You must select a Charge Type and a corresponding Level 1 element in order to display records on the Labor Review form. For example, if you select the Charge Type ORDER, you must enter an Order number as well. The Operation and Activity fields are optional, but because of the large number of records that can be displayed on the form, it is recommended that you make your filter criteria as specific as possible.

  4. Click Find after you define your filter settings. Click Clear to remove all the filter settings.

The employee labor records will appear in the middle of the form. See Labor Review Field Descriptions for information on these fields.

To view a transaction in the employee’s timecard, select the record and go to the Daily tab at the bottom of the form.

The Daily timecard tab will only display records for the employees that the logged-in user supervises.

 

Rearrange Columns

On the Labor Review form, you can show or hide the columns and rearrange them.

To rearrange the columns, drag a column to its new location.

To show or hide the available columns, click the  button on the right side of the column name and click the Columns option. Select the box next to a column to show it. Clear the box to hide the column.

The available Columns will depend on which columns are enabled for the form in your Form Profile.

 

Labor Review Field Descriptions

Click the Filter button to see the filter fields.

Start Date, End Date

Use this Filter field to specify the date range when the labors were posted.

Charge Type

In the Filter area, select the Charge Type of the labors you want to view.

The available options are defined on the Charge Type form.

When you select a Charge Type, additional filter fields will display. These additional fields are based on the Charge Type Elements defined for the Charge Type.

You must select a Charge Type and a corresponding Level 1 element in order to display records on the Labor Review form. For example, if you select the Charge Type ORDER, you must enter an Order number as well. The Operation and Activity fields are optional, but because of the large number of records that can be displayed on the form, it is recommended that you make your filter criteria as specific as possible.

Employee

This is the employee number of the employee who posted the labor.

First Name, Last Name

This is the first and last name of the employee who posted the labor.

Charge Element

This identifies the specific Charge Element that was posted by the employee.

Posting Date

This is the date when the employee posted the labor.

Quantity Completed

If the employee reported a Quantity Complete, it will be shown in this field. Otherwise, the Quantity Completed will be 0.0.

Efficiency

Efficiency for a single transaction is Earned Hours / Total Time, expressed as a percentage (rounded to the nearest tenth of a percent).

Earned Hours are calculated as the Quantity Complete (or Quantity Started if the Quantity Complete is zero) multiplied by the Labor Standard Hours / Labor Standard Basis. Labor Standard Hours and Labor Standard Basis are stored in the charge_element_activity and charge_element_operation tables and are usually imported from another application. You can also view and modify them on the Order form.

If the transaction has no quantity or standard hours, the Efficiency will be 0%.

Note: You can use the KPI Efficiency portlet in the KPI Dashboard to view the Efficiency percentage for one or more employees over a specified date range.

Location

This field shows the location type of the transaction (HR, MANUFACTURING, or FINANCIAL).

Total Time

This is the total number of hours for the transaction.

 

View Open Labor Hours

Use the Open Labor button on the Labor Review form to display the open labor hours (labor punches that are still open) for a specific charge element. When you click this button, a pop-up window appears.

By default, the fields in the Filter area will display the same values as those on the Labor Review form.

  1. In the Filter area, select the Charge Type and other filter values for the open labor hours you want to view.

  2. Click Find.

The Open Labor hours display on the form.