WindoorERP Documentation 19.0

Guided journey

10- Setup Your People, Skills and Hours

Who works here, what each of them is certified to operate, and where their hours go — the link between a payroll number and the cost of a window.

8 steps about 11 min Intermediate HR or operations manager linking people to production
Start the journey

Journey complete

You have worked through every step. Keep the momentum — the next journey builds on what you just did.

All journeys

People are where a window factory's cost actually lives, and where most installations of an ERP quietly give up: the employee list is loaded, the timesheets are never filled in, and a year later nobody can say what a curtain wall cost to fabricate.

This path is built to avoid that. It connects three things that are usually separate — the HR record, the skill a machine demands, and the hour logged at a work order — so that logging time is a by-product of doing the work rather than an administrative task at the end of the week.

By the end you will be able to

  • Hold every employee once — profile, department, work location and job role
  • Onboard a new fabricator with a checklist instead of a colleague's memory
  • Record fabrication skills and certifications, so the machines from journey 6 only accept operators qualified to run them
  • Log hours against the project and the fabrication task that consumed them, not against a week
  • Capture operator attendance and setup time at the station, as part of the work order
  • See operator productivity and output efficiency per station, per shift
  • Decide which hours are billable, and read utilisation by employee, project and task
  • Give the floor something to aim at with the Momentum hub — achievements, leaderboards and daily insight

Before you start

  • Administrator rights, and the Employees and Timesheets apps installed
  • Your work centres and machines configured — "6- Setup Production and the Factory"
  • Analytic plans in place if you intend to cost projects — "8- Setup Accounting and Invoicing"
  • Your real shift patterns and the certification each machine legitimately requires — this journey encodes both, and guessing here puts an unqualified operator on a crimper

The path

01

Hold the people once

  1. 01 Load the employees and the departments One record per person, with the department, the work location and the job role. Everything after this — a skill, a shift, an hour, a badge — hangs off it, so duplicates here multiply later. 2 min Manage employee master profiles, department rosters, work locations, and job roles
  2. 02 Set the shifts and the onboarding checklist Working schedules are what make an hour mean something — a timesheet without a shift behind it cannot show overtime. The onboarding checklist is the cheaper half: a new fabricator gets the same start every time. 1 min Configure onboarding checklists, working shift schedules, departure reasons, and HR settings
02

Say who may run what

  1. 03 Record fabrication skills and certificates This is the step that makes journey 6 safe. Each machine there named a required skill; here is where you say who actually holds it, when their certificate expires, and what training they attended. 2 min Track technical certifications, fabrication skills inventory, and training attendances
03

Put hours where they belong

  1. 04 Log hours against projects and fabrication An hour belongs to a task, and the task belongs to a project. Logged that way it becomes a cost on a tower; logged as "Tuesday" it becomes nothing at all. 1 min Log employee project hours, fabrication time entries, and review company-wide timesheets
  2. 05 Capture attendance and setup time at the station On the floor the hour should record itself: the operator signs in at the terminal from journey 6, and attendance, setup time and work-order labour come from the same action. 1 min Log operator attendance, setup times, and work order labour hours
04

See what the hours bought

  1. 06 Read operator productivity per station Now the hours can answer something: output per operator, per station, per shift. Read it as a diagnostic on the process, not a scoreboard on people — a slow station is usually a setup problem, not a lazy one. 1 min Monitor operator productivity rankings and output efficiency
  2. 07 Decide which hours are billable Utilisation by employee, project, task and billing type — and the rules behind it. This is the step that turns a timesheet from a record into an invoice line or a costed variation. 1 min Analyze timesheet utilization by employee, project, task, billing type, and configure rules
05

Give the floor something to aim at

  1. 08 Turn on the Momentum hub The last step is the one people notice. Momentum puts achievements, leaderboards and a daily prompt in front of the team, so the data everyone has just started entering visibly comes back to them instead of disappearing upward. 2 min Boost team performance with daily inspiration, achievements, leaderboards, and productivity insights

Running a window or door factory?

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