Epicor Shop Floor Labor Reporting SOP Template
Bad labor data usually comes from unclear habits rather than software. This template gives you a one-page standard operating procedure for how operators report time, quantity and scrap in Epicor, ready to edit, print and sign.
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Epicor Shop Floor Labor Reporting SOP Template
Acme Precision Ltd - Shop Floor Labor Reporting Procedure
Document: SOP-PRD-014 Revision: A Effective: 2026-11-02 Area: Machining and Assembly Owner: Production Manager
1. Purpose and scope
This procedure defines how labor time, completed quantities and scrap are reported in the ERP system for Machining and Assembly. Accurate reporting drives job cost, schedule visibility, payroll inputs and delivery dates.
2. Reporting method
Method: Badge and barcode scan. Time rule: Report actual time; no manual rounding. All reporting is done at the time the activity starts or stops. Do not report from memory at the end of a shift.
3. Procedure
| Step | Action | Responsible |
|---|---|---|
| 1 | Sign in to the system with your own credentials or badge. Never use another person's. | Operator |
| 2 | Select the job, assembly and operation shown on the traveler. | Operator |
| 3 | Start labor for setup or production. Use the correct phase. | Operator |
| 4 | Report completed quantity at the end of each lot or shift. | Operator |
| 5 | Record scrap quantity with a reason code. | Operator |
| 6 | End labor when you stop, change job or take a break. | Operator |
| 7 | Mark the operation complete only when the final piece is made and inspected. | Operator and Inspector |
| 8 | Review open labor and unapproved time at end of shift. | Supervisor |
4. Scrap and rework codes
Material defect, Machine error, Operator error, Design issue, Tooling wear. Record the reason at the time of scrap.
5. Exceptions
If the terminal is unavailable, record time on the paper traveler and tell the supervisor before the end of the shift. The supervisor enters the time and notes the reason. Corrections to posted labor are made by the supervisor with a recorded reason, not by the operator.
6. Review and records
The supervisor reviews unapproved labor daily. The procedure owner reviews this document yearly or after any system change. Records of corrections are kept according to the company retention schedule.
Approvals
A starting point for your own procedure, not legal or compliance advice. Adjust to your Epicor configuration, shop floor module and union or labor agreements.
Shop floor data audit
Optional: an expert can check how clean your labor and quantity data really is.
Optional. The tool and every export work without this. No spam.
How to use the template
Fill in the company, document number, area and reporting method. Describe your own time rounding rule and scrap reason codes, then export to Word or PDF. Review the draft steps with a supervisor and two operators before release; the people who do the work will catch steps that do not match reality. Attach the SOP to your document control system, and train every operator on the version you issue.
What good labor reporting needs
Accuracy depends on reporting at the time of the activity, using the correct phase (setup or production), and closing out when the work stops. Operators need a quick way to do it, a clear reason code list and trust that the data will not be used punitively. Supervisors need a daily review of open or unapproved labor so that problems are fixed while memory is fresh.
- One person, one login, no shared badges
- Separate setup from production time
- Record scrap at the moment it happens
- Review open labor daily
Where it fits in Epicor
In Kinetic, labor and quantity are recorded against a job, assembly and operation, either through the shop floor or time entry screens, and are then approved before posting into job cost. The SOP should name the actual screen or terminal your people use and the approval step your supervisors perform. Pair it with a resource group review so that the rates applied to this labor are correct.
Common mistakes
Common failures are procedures that describe an ideal flow nobody follows, reasons codes that are too many to remember, and corrections made silently by supervisors. Keep the list short, require a note on every correction, and measure the share of labor entries that are edited after the fact. If that share is high, the process is not working regardless of what the document says.
Frequently Asked Questions
Is this specific to Epicor?
The structure fits any ERP, but the wording refers to jobs, assemblies and operations as Epicor uses them. Edit the steps to match your screens and terminals.
Who should approve the SOP?
Typically the production manager, quality manager and the ERP administrator sign. Where labor feeds payroll, add HR or finance. The signature block in the template can be edited to match your document control.
How often should the procedure be reviewed?
At least yearly, and whenever you change the system, terminals or reason codes. A short review after a quarter of use often catches steps that people skip.
Can I add photos or screenshots?
Export to Word and add screenshots of your own screens there. This keeps the template generic and lets you match the interface you actually run.
If you want help tightening shop floor data capture in Epicor, or building a daily exceptions report for open labor, we can help.
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