file maintenance
Contents
1. 5 Schedules 6 Business Parameters 8 Grace Minutes 8 System Parameters 8 TIME SWIPE ENTRY 11 Daily Time Reporting 11 ADDING AND EDITING TIME 13 Editing Time 13 Add Time Record 14 REPORTS 15 Report Menu 15 Attendance Reports2. 16 Attendance Report 17 Attendance Variations 18 Missing Attendance 18 File Maintenance Listing Reports 19 Department Listing Report 19 Employee Listing Report 19 Schedule Listing Report 20 Security Level Listing Report 20 INDEX 21 Copyright 2009 Thoroughbred Software International Inc File Maintenance 1 Copyright 2009 Thoroughbred Software International Inc FFIILLEE M MAAIINNTTEENNAANNCCEE Under File Mainten
3. N Inactive Business Parameters This section describes how you can enter general setup information Navigation File Maintenance Business Parameters 8 File Maintenance Copyright 2009 Thoroughbred Software International Inc Grace Minutes Field Comments Before and After Grace Minutes Here you can set up different grace periods for each punch type For example if when an employee punches in for work at 8 09 and you don t want to dock their pay you can set up 10 grace minutes and the system will roll back their time to 8 00 System Parameters Field Comments Day Start of Week Here you enter the workweek start date Shut Down ID Required to shut down the Touch Screen Payroll Interface If you are interfacing to a payroll system check this box on Touch Screen Here you can turn on the Touch Screen functionality if you are using it Auto Check Out Here you can turn on functionality to have TimExpress automatically check employees out at the end of workday if you only want employees to punch in File Maintenance 9 Copyright 2009 Thoroughbred Software International Inc Field Comments Auto Lunch In Out Here you can turn on functionality to have TimExpress automatically check in and out for lunch breaks Log Missed Breaks Here you can turn on functionality to have the system log missed breaks 10 File Maintenance Copyright 2009 Thoroughbred Software International Inc T
4. Thoroughbred TimExpress User Manual 285 Davidson Ave Suite 302 Somerset NJ 08873 Telephone 732 560 1377 Outside NJ 800 524 0430 Fax 732 560 1594 Internet address http www tbred com Published by Thoroughbred Software International Inc 285 Davidson Ave Suite 302 Somerset New Jersey 08873 4153 Copyright 2009 by Thoroughbred Software International Inc All rights reserved No part of the contents of this document may be reproduced or transmitted in any form or by any means without the written permission of the publisher TimExpress is a trademark of ESMI Document Number STE8 70M001 The Thoroughbred logo Swash logo and Solution IV Accounting logo THOROUGHBRED IDOL OPEN WORKSHOP and VIP VISUAL IMAGE PRESENTATION are registered trademarks of Thoroughbred Software International Inc Thoroughbred Basic Thoroughbred Environment OPENworkshop IDOL IV Inquire IV Dictionary IV Script IV Report IV Query IV Source IV TS Network DataServer TS ODBC DataServer TS ODBC R W DataServer TS ORACLE DataServer VIP Visual Image Presentation VIP for Dictionary IV VIP4 GWW Gateway for Windows TS ChartServer TS ReportServer TS WebServer TbredComm WorkStation Manager Solution IV Solution IV Reprographics TS Xpress and DataSafeGuard are trademarks of Thoroughbred Software International Inc MS DOS Xenix Windows Microsoft Windows 98 Windows 2000 NT and XP are trademarks of Micros
5. example if the code is SAL the contents of the Description field can be Salaried Employees Active Here you can specify whether the Payment Type is active or inactive as follows Y Active N Inactive Schedules This section describes how to set up Schedules Schedules can be defined as per your business needs Navigation File Maintenance Schedules File Maintenance 7 Copyright 2009 Thoroughbred Software International Inc Field 9Comments Schedule Code Here you can enter a Schedule Code You can enter a maximum of 5 characters both numbers and letters The code must be unique you cannot have the same code twice You can set up as many codes as you like Use codes that are easy to remember and describe the Schedule Type for example for Shift 1 enter SHFT1 Description Here you can enter the name of the Schedule Type You can enter a maximum of 30 characters both numbers and letters Start End Time For Shift and Lunch Here you can enter the starting and ending time of the schedule for the shift and for lunch break Employees Needed N A For future use with Scheduling Module Days of the Week Here you can specify which days of the week employees work for the schedule A checkmark in the box designates that employees assigned to the shift are required to work that day Active Here you can specify whether the Payment Type is active or inactive as follows Y Active
6. Software International Inc Modify To modify a department highlight the Department you wish to modify and left double click your mouse When you close the window you will get the following message You will also get this message when you add a new record Button Comments Yes Changes will be saved No Changes will not be saved Make Changes Will take you back to the department window to make more changes 4 File Maintenance Copyright 2009 Thoroughbred Software International Inc Employee Data This section describes how to set up employee information Employee information includes employee name address and other information Navigation File Maintenance Employees Field Comments Employee Code Here you can enter a number for the employee You can enter a maximum of 10 characters number only Name Phone SSN Address City St Zip Enter the appropriate information as it pertains to the employee Department Here you can choose a department code to assign to the employee To see the Department Codes in the Department table click the magnifying glass icon to the right of the field Schedule Here you can choose a schedule to assign to the employee To see the Schedule Codes in the Schedule table click the magnifying glass icon to the right of the field File Maintenance 5 Copyright 2009 Thoroughbred Software International Inc Field Comments Pay Type Here you can choose a Pay Ty
7. ance in TimExpress you will find all set up parameters To use the TimExpress application area you must set up employees and other basic information under File Maintenance as listed below Departments You can assign employee s time to specific departments You can enter departments as follows Navigation File Maintenance Departments 2 File Maintenance Copyright 2009 Thoroughbred Software International Inc Field Comments Department Code Here you can enter a department code A maximum of 5 characters can be entered both numbers and letters The code must be unique you cannot use the same code twice You can set up as many codes as you like Use codes that are easy to remember and describe the department for example for Administration enter ADM Description Here you can enter the name of the department or division You can enter a maximum of 30 characters both numbers and letters For example if the code is ADM the contents of the Description field can be Administration Active Here you can specify whether the department is active or inactive as follows Y Active N Inactive Add a Record To add a new department type in a new Department Code and the following message will be displayed Look Up To look up the departments click on the magnifying glass icon and the following Department Listing will be displayed Click Yes File Maintenance 3 Copyright 2009 Thoroughbred
8. e 5 schedules 6 G grace 7 K keyboard 11 keypad 11 L listing code file 1 reports 15 M maintenance file 1 missing attendance report 18 mouse 11 P parameters business 7 system 7 payment type 5 payroll 7 R reports 15 attendance 16 department listing 19 employee listing 19 schedule listing 19 security level listing 20 S schedule code 6 listing report 19 schedules 4 6 security level listing report 20 system parameters 7 T time add and edit 13 add record 14 edit 13 reporting daily 11 swipe entry 11 touch screen 7 11 Index 22 Thoroughbred Script IV Developer Guide Copyright 2009 Thoroughbred Software International Inc USA Corporate Headquarters Thoroughbred Software International Inc USA Inside New Jersey Tel 732 560 1377 Outside New Jersey Tel 800 524 0430 Fax 732 560 1594 Internet http www tbred com e mail tbred tbred com sales tbred com support tbred com
9. e correct time 3 Select Enter and the time will be updated Note You can also override default departments schedules and payment types on this screen For example you have an employee that you loan to another department for the day and you want their time to be charged to the other department A history file is stored on each punch and is available to maintain audit trail of original entries 14 Adding and Editing Time Copyright 2009 Thoroughbred Software International Inc Add Time Record If you need to enter a new record for an employee you can do it in the Add Time Record Window Navigation File Maintenance Employees Time Clock icon Time Clock icon Field Comments Employee Name Defaults in Date Defaults in today s date can be modified Department Schedule and Payment Type Defaults in Start End Times for Shift Breaks and Lunch Defaults in from Schedule however these fields can be modified Reports 15 Copyright 2009 Thoroughbred Software International Inc RREEPPO ORRTTSS Report Menu The following reports can be printed from TimExpress When printing reports in TimExpress you have the option to view on the screen or print When sending to the printer the following window is displayed so you can select a printer Select No to Print to Screen Select Printer and Click OK 16 Reports Copyright 2009 Thoroughbred Software International Inc Attendance Rep
10. e right of the field The system default is All to print the report for all payment types Attendance Report 18 Reports Copyright 2009 Thoroughbred Software International Inc Attendance Variations Missing Attendance Reports 19 Copyright 2009 Thoroughbred Software International Inc File Maintenance Listing Reports Department Listing Report Navigation Reports Department Listing Employee Listing Report Navigation Reports Employee Listing Schedule Listing Report Navigation Reports Schedule Listing 20 Reports Copyright 2009 Thoroughbred Software International Inc Security Level Listing Report Navigation Reports Security Levels Index 21 Copyright 2009 Thoroughbred Software International Inc IINNDDEEXX A add time 13 14 attendance report example 17 reports 16 variations report 18 B business parameters 7 C code department 2 employee 4 file listing 1 payment type 5 schedule 6 D daily time reporting 11 department code 2 listing report 19 departments 1 4 E edit time 13 employee code 4 data 4 listing report 19 employees 4 enter time swipe 11 example attendance report 17 attendance variations 18 department listing 19 employee listing report 19 missing attendance 18 schedule listing 19 security level listing 20 F file maintenance 1 business parameters 7 departments 1 employees 4 payment typ
11. ime Swipe Entry 11 Copyright 2009 Thoroughbred Software International Inc TTIIM MEE SSW WIIPPEE EENNTTRRYY Employees can check in out a variety of ways with TimExpress They are as follows 1 T ouch Screen 2 K eyboard 3 Mouse 4 K eypad Daily Time Reporting When employees swipe in the following menu will appear 12 Time Swipe Entry Copyright 2009 Thoroughbred Software International Inc Field Comments Employee Name and Department This information will default in from the employee master record Date and Time The computer system date and time will default in Last Entry The last time entry will always be displayed in these fields Check In Out Start End Lunch Start End Break The employee touches the appropriate button and the system creates a time entry Cancel Swipe If the employee clicked on the incorrect icon they can cancel their swipe Adding and Editing Time 13 Copyright 2009 Thoroughbred Software International Inc AADDDDIINNG G AANNDD EEDDIITTIINNG G TTIIM MEE TimExpress allows you to edit employee time quickly and easily for situations like adding missed vacation and sick days or punches or changing time because an employee punched in late even though they were at work Editing Time Navigation File Maintenance Employees Time Clock icon To edit time follow the following steps 1 Click your mouse on the field in which you wish to edit 2 Type in th
12. oft Corp IBM IBM PC OS 2 PS 2 and PC DOS are trademarks of International Business Machines Corp DEC OPEN VMS and ULTRIX are trademarks of Digital Equipment Corp UNIX is a trademark licensed exclusively through X Open Company LTD Novell is a registered trademark of Novell Inc Oracle is a registered trademark of Oracle Systems Corporation InstallShield is a registered trademark of Stirling Technologies Inc Other names products and services mentioned are the trademarks or registered trademarks of their respective vendors or organizations Copyright 2009 Thoroughbred Software International Inc TTAABBLLEE O OFF CCO ONNTTEENNTTSS FILE MAINTENANCE 1 Departments 1 Add a Record 2 Look Up 2 Modify 3 Employee Data 4 Payment Types
13. orts Navigation Reports Attendance Field Comments Report Type Here you can select the following report types by using the drop down arrow Attendance Variations Absent Date Range Here you can select the following Date Range you want for your report Today Yesterday This Week Last Week This Month Last Month Custom enter specific Start and End Dates Reports 17 Copyright 2009 Thoroughbred Software International Inc Field Comments Employee Here you can enter an employee number for a specific employee you want to print the report for To see an employee list click the magnifying glass icon to the right of the field The system default is All to print the report for all employees Department Here you can enter department for a specific department you want to print the report for To see a department list click the magnifying glass icon to the right of the field The system default is All to print the report for all departments Schedule Here you can enter schedule for a specific schedule you want to print the report for To see a schedule list click the magnifying glass icon to the right of the field The system default is All to print the report for all schedules Payment Type Here you can enter payment type for a payment type you want to print the report for To see a payment type list click the magnifying glass icon to th
14. pe to assign to the employee To see the Pay Type Codes in the Pay Type table click the magnifying glass icon to the right of the field Level Here you can choose a security level to assign to the employee Selections are as follows Level 0 System Administration Level 1 Payroll Setup Level 2 Managerial Level Level 3 Level 4 Level 5 Standard Employee Level 9 No System Use Allowed Start Date End Date Here you can enter the date on which the employee became inactive due to disability or maternity leave for example Active Here you can specify whether the employee is active or inactive as follows Y Active N Inactive Payment Types This section describes how to set up Payment Types Payment Types can be defined as per your business needs Navigation File Maintenance Payment Types 6 File Maintenance Copyright 2009 Thoroughbred Software International Inc Field Comments Payment Type Code Here you can enter a Payment Type Code You can enter a maximum of 5 characters both numbers and letters The code must be unique you cannot have the same code twice You can set up as many codes as you like Use codes that are easy to remember and describe the Payment Type for example for Salaried enter SAL Description Here you can enter the name of the Payment Type You can enter a maximum of 30 characters both numbers and letters For
Download Pdf Manuals
Related Search