Ensure the user has special function permissions before you proceed with configuration documented in this section; otherwise, you may not be able to see any employees you create.

Shop Floor Employees need to exist for any:

• worker using the Shop Floor interface
• approver
• user posting time

A Shop Floor Employee connects to a Business Central resource record or a Business Central employee record.

Minimum fields that need to be defined:

Create a Shop Floor employee

There are three ways to create Shop Floor Employees:

• Create Individually: useful for onboarding individuals in existing installations.
• Create with Create From Template tool: useful for initial setup or mass on-boarding of individuals.
• Create with Rapidstart: useful for initial setup, planning with Excel, and migrating data between companies or systems.

1. Navigate to Shop Floor Employees in Business Central.
2. Choose New (you may see example employees).
3. Enter the employee number in the No. field.

4. Define the Default Shift Pattern.
5. Define the User ID for:
   1. Supervisors
   2. Users reviewing their time cards in Business Central

If you are calculating overtime or exporting time to a payroll system, navigate to the Payroll section. For full configuration of calculating overtime and exporting to payroll, additional training may be required.

1. Enable Export Time.
2. Select an appropriate Payroll Config. Code (contact Insight Works for training on this topic).
3. Input the appropriate Export ID and Export CO Code, if needed.

All Approvers and Supervisors must have their User ID configured on their Shop Floor Employee Card. The approval hierarchy defines who is allowed to review and approve other time cards. The hierarchy can be configured from either the perspective of the supervisor or the worker.

To configure from the perspective of the supervisor, complete the following:

1. Edit the Shop Floor Employee card for the supervisor and choose Manages.
2. Select:
   1. Manages Type: Employee
   2. Manages No.: references the employee that the supervisor manages.
3. Navigate to Shop Floor Function Permission and allow the individual functions for that supervisor if the supervisor is also allowed to edit comments or change times on their workers’ time cards.

4. Navigate to Available Role Centers and select Shop Floor Insight Approver as the role center.

The Shop Floor Insight Approver role center provides optimized menus and KPIs to help with managing and approving time.