User Manual - Abridged Version
Contents
1. Add User x UserID O O Sey Username D Employee ID First Name EOSS y Last Name Gender Male DayofBirth B Email fC OS Department Phone Designation Address Issue Date 08 06 2015 i Expiry Date B Access Group i Group Duty Roster General Staff Normal Password Card Num Privilege User z Pay Rate Remark Add and continue Add Cancel Key in all the relevant details mark with asterisk sign Click Add and Continue to keep on adding user manually Click Add if you only wan to add 1 user Workflow in Summary Click Users Tab gt New User gt Insert employee details gt Add and Continue for more than 1 user Add for only 1 user ingress Add Users by Batch To add users by batch the general rule is to have the RFID card number in sequence before you can use this option Batch Create User x Department Details a V User UserID 3000 3010 E iit New Department Card Num 34829000 Username STAFF User ID Designation Oo Access Group Oooo Issue Date os o62015 lA Replace with latest issue date Group Duty Roster General Staff Normal E Replace with latest group duty roster Status Execute Cancel Go to Users Tab click on Batch Create User Define the start and end User ID Provide the starting Card Number Define a general Username to attach with the User ID for example Staff 1234 You can still amend2. Ineress User Guide for Time Attandance Section Flexi Schedule Users Contents 10 13 14 25 Chapter 1 INSTALLATION Installation Guide for Ingress Software DVD Installation Chapter 2 TERMINAL ACTIVATION FOR THE FIRST TIME e Terminal Activation via USB or USB Client Only Applicable for Add Device Function e Terminal Activation via TCP IP e Terminal Activation via Com Port For Serial Connection RS232 RS485 Chapter 3 ENROLL ADD OR DOWNLOAD TRANSFER EMPLOYEE Enroll Add New Employee e Add Users by Batch Download Transfer Employees Chapter 4 CONFIGURE CLOCKING SCHEDULES e Clocking Time General Rounding Break Overtime 26 28 29 30 31 32 33 34 35 36 37 38 Chapter 5 SETTING GROUP DUTY ROSTER Overtime Side Bar Chapter 6 DOWNLOAD DATA FROM TERMINALS Chapter 7 VIEW ATTENDANCE RECORDS Chapter 8 ADDING EMPLOYEE LEAVES INTO THE ATTENDANCE SHEET Chapter 9 MANIPULATE EDIT DATA IN THE ATTENDANCE SHEET Editing Attendance Time Changing Attendance Time Displayed From AM PM to 2400 Format Chapter 10 GENERATE INGRESS REPORTS Chapter 1 Installation Installation Guide for Ingress Software This is an abridged version of the Ingress User Guide meant to guide you with your initial Ingress installation and the basic setup required to use the Flexi Schedule in the software To fully explore Ingress and all its extensive features pleas
3. Click on System Settings Tab Click on System Parameter Settings gt Attendance e Enter the specific time you want the auto download to take place everyday ingress 29 30 Alternatively to download data from a USB flash disk Import Transaction Log Please specify the attached USB flash disk drive location Fromusa E No UserID Username ClockingTime Transaction Enter your criteria selection for selective transaction saving Date Range 01 06 2015 1200 AM 30 06 2015 12 00 AM UserID ALL k Download Cancel Click on Attendance Tab Click on Import Transaction Log e Select the location of your USB flash disk Click From USB The employee data from the USB disk will appear in the provided table Press Download to save the em ployee data into Ingress Click Close when you are done ingress Workflow in Summary MANUAL DOWNLOADS Click Attendance Tab gt Attendance Sheet gt Download gt Select Device gt OK AUTOMATED DOWNLOADS Click System Settings gt System Parameter Settings gt Attendance gt Set the download duration gt Save TO DOWNLOAD FROM FLASH DISK Click Attendance Tab gt Import transaction Log gt Select the location of USB disk gt From USB gt Download gt Close Chapter 7 View Attendance Records All the transaction data downloaded from FingerTec terminals are stored and processsed in Ingress The
4. aos R 4i il export Edit You have the option to select how you will like your data to be displayed on the Attendance Sheet This can be down by configuring the following filters Date By default the Attendance Sheet displays the information by date and displays all the attendance data in the same day User This option displays the attendance data according to the user selected Show Tardiness You can also choose to view the attendance data and sort them according to the employ ee s tardiness e Late in Displays late employee s attendance data e Early Out Displays attendance data of employees who left work earlier than the predefined Out time ingress 31 32 e Extended Break Displays attendance data of employees who exceeded his her predefined Break Resume time Miss Punch Displays attendance data of employees who did not verify at the FingerTec terminal This will only appear of the employee has an odd number of punches Overtime Displays attendance data of employees who worked overtime On Leave Displays attendance data of employees who are on leave e Absent Displays attendance data of employees who are absent Workflow in Summary Click Attendance Tab gt Attendance Sheet gt Configure filters accordingly to view the records ingress Chapter 8 Adding Employee Leaves Into the Attendance Sheet The administrator can add the leaves taken by employees into the Attend
5. configure and use Ingress software Workflow in Summary Click Devices Tab gt Add Device gt Select USB File gt Enter Serial Number gt Select Device Activation gt Online gt Add for 1 device Add and Continue gt 1 device ingress Terminal Activation via TCP IP Make sure that you have connected the terminal and the computer is installed with Ingress to a switch using a CATS cable Once the cable is connected assign a fixed static IP address to your computer Refer Page 8 for instructions on how to configure your IP address You can then start activating your terminal Click on the Device Tab and select Add Device Key in the Device Name and specify the IP address for your terminal The default IP address for all FingerTec s Terminal is 192 168 1 201 You might have a different IP address you can find it from your IT personnel Select Device Activation as Online and press Add and Continue if you have more than 1 terminal or Add if you only have 1 terminal Once the terminal is activated in Ingress all tabs on the software will be activated and you are now ready to configure and use Ingress software Workflow in Summary Click Devices lab gt Add Device gt Enter Device Name and IP Address gt Select Device Activation gt Online gt Add for 1 device Add and Continue gt 1 device ingress 7 8 Configuring your IP Address In some cases i e you have an empty port on your PC and d
6. iia if Sep 1 1 1 1M 1 o o I ss tt st Oct 0 D tne o o o o see Nov W 0m ttt o o o M O o o o OMM i Dec 1 1 1 1M W o st ttt Sst i o ingress Overtime Overtime only after Ingress treats extra working time as overtime or OT when it exceeds the predefined value You can choose to accumulate extra time either by week or month Week Overtime is given only after the accumulated working time in a week exceeds the specified value For example if the predefined working hours is 40 and the employee has worked a total of 45 hours dur ing the week the employee will get 5 hours to be considered as overtime Bi Weekly Overtime is given only after the accumulated working time in two weeks exceeds the speci fied value For example if the predefined working hours is 80 and the employee has worked a total of 90 hours during the two weeks the employee will get 10 hours to be considered as overtime Semi Monthly Semi monthly is different than bi weekly as bi weekly calculates every two weeks i e every other Friday while Semi monthly calculates twice a month i e every 15th and last day of the month Overtime is given only after the accumulated working time in half a month exceeds the specified value For example if the predefined working hours is 80 and the employee has worked a total of 90 hours dur ing half a month the employee will get 10 hours to be cons
7. to be considered as same work day func tion is left blank This is because the Maximum Work Hours To Be Considered As Same Work Day function is more appropriate for scenarios that involve a 24 hour facility i e fastfood restaurant or a factory where as the Last log out time to be considered as same work day function is more appropriate for clocking out after midnight i e a security guard on night shift Separation Hours Between an Out Clocking and Subsequent In Clocking to Qualify for Next Day Following the rule above you need to specify the duration in hours between a clock out and a clock in for overtime to qualify an employee for the same day s transactions This is applicable when an employee wants to clock in for overtime after clocking out in the morning e g finishing his normal shift after midnight and then clocking back in for overtime This is different from Maximum Work Hours To Be Considered As Same Work Day that defines the duration be tween the clock in and clock out because Separation Hours Between an Out Clocking and Subsequent In Clocking to Qualify for Next Day defines the duration between the clock out and clock in For Example The user verifies at the following times 11 00pm Monday 7 00am Tuesday 7 30am Tuesday and 7 59am Tuesday If you confugure the Maximum Work Hours To Be Considered As Same Work Day to 8 hours and Separation Hours to 1 hour You will get IN 11 00pm OUT 7 00am OT 7
8. 30am Done 7 59am Monday Please note that both the OT and Done transactions must be within the Separation Hours Between an Out Clocking and Subsequent In Clocking to Qualify for Next Day defined for it to be considered in the same day s transactions ingress Last Log Out Time to be Considered as Same Work Day As mentioned in the column above if an employee checks in late at night and the work hour extends to the next day but is to be considered the same work day you need to specify the last log out time that the com pany allows to be considered as the same work day For Example The user verifies at the following times 11 00pm Monday 7 00am Tuesday 7 30am Tuesday and 7 59am Tuesday Ifyou confugure the Last log out time to consider as same work day 0800 You will get results as IN 11 00pm OUT 7 00am OT 7 30am Done 7 59am Monday Please note that this function can only be used if the Maximum Work Hours To Be Considered As Same Work Day function is left blank This is because Maximum Work Hours To Be Considered As Same Work Day function is more appropriate for secnarios that involve clocking out after midnight where as Last log out time to consider as same work day function is more appropriate for a 24 hour facility Double Punch for Consecutive Clocking in a Clocking Slot if it is Within Min utes Of All clocking activities whithin this predefined time interval will be displayed as one transac
9. Devices tab and select Add ae Device or Scan Device This will open the Gree Add Scan Device window Auto Synchronize Device Time Communication Mode enm IP Address URL 192 168 1 201 E Port Forwarding pork 4370 k Device Activation Online Offline Add And Continue Add Cancel Scan Device x Device Type Standalone Device P Ingressus IP Address Range 192 168 1 1 255 DeviceName IPAddress Port Subnet Gateway SerialNum Model Status Select All None Scan Close ingress 5 6 Terminal Activation via USB or USB Client Only Applicable for Add Device Function Make sure that you have a USB flash disk complete with information of the terminal that you want to connect to Ingress Change the Communication Mode to USB or USB Client if you are activating a TA300 terminal Note Ifyou have more than 1 terminal connecting via USB you will need to change the device ID number Select the option USB File The system will prompt you to insert the Serial Number of your termi nal Insert the correct serial number which can be found on the back of the terminal or on the sticker pasted at the back of the Fingerfec DVD cover Select Device Activation as Online and press Add and Continue if you have more than 1 terminal or Add if you only have 1 terminal Once the terminal is activated in Ingress all tabs on the software will be activated and you are now ready to
10. Double click on the time slot to be edited gt Input new Value gt Click Save ingress 36 Changing Attendance Time Displayed from AM PM to 2400 Format System Settings f System Attendance Devices Daytype Settings Language English Date Format DD MM YYW Time Format AM PM Hour Format HH MM Calendar Type Gregorian Calendar Mini Visual Map Display Number 6 Auto Log Off Min C om Auto check for available update Click on the System Settings tab Select System Parameter Settings At the System Tab click Edit At the Time Format column choose from the options whether to display the attendance time as well as the calculated hour displayed When done click on Save The changes will be reflected in the attendance records Workflow in Summary Click System Settings gt Select System Parameter Settings gt System gt Click Edit gt Choose from options available gt Save ingress Chapter 10 Generate Ingress Reports After the configurations are properly set at the Attendance Sheet you can proceed to the Reports Tab to pro duce the desired reports for your company s needs To start click on the Reports Tab Ingress Monitoring Devices Doors Zone Ingressus Only Visual Maps Users Access Level Attendance Reports BB Device Listing Department Listing E Door Listing Zone Listing Gp Access Level Listing F Event Log Report g Fire Roll Ca
11. If the total work time is 8 hours and an em ployee takes a lunch for 1 hour 30 minutes exceeding 30 minutes from the allowed break time of 1 hour the software will deduct 1 hour from the total work hour of the staff Do you want the automatic deduction to apply on total hours exceeds per day Clicking Yes here will configure the system to automatically deduct the break time from an employee s flexi work hours by day only instead of by number of punches This will only apply if the Double Punch setting is activated Deduct no of hours for break time from overtime hour if overtime exceeds Specify the number of hours of break time that will be deducted from the overtime hour if the overtime hour exceeds the value specified in this column For Example lf you set this to Deduct no of hours for break time from overtime hour 1 if overtime exceeds 3 it means that if an employee works for a total of 3 hours and 5 minutes of overtime the overtime will be deducted by 1 hour of break time Therefore total overtime is 2 hours and 5 minutes ingress 23 24 Deduct no of hours for break time from flexi work hour if daily total of work exceeds Specify the number of hours of break time that will be deducted from the flexi work hour if the daily total of work hour exceeds the value specified in this column For Example If you set this to Deduct no of hours for break time from flexi work hour 1 if daily total of work ex
12. In gress software processes the transaction data based on your Clocking Schedule and Group Duty Roster settings The Attendance Sheet displays the processed transaction data for viewing and editing before you proceed to he Report Section To start click on the Attendance icon The Attendance Sheets window will be shown Attendance Date Select Date Range User ALL E late In E Early Out E Extended Break F Absent Generate 18 05 2015 Mon 30 06 2015 Tue E Expand Collapsed Z Total E Original Clocking E Overtime E On Leave Miss Punch E Diff OT Download pate serio Name She DayType in Break Resume Out or Done Work Overtime _ Short LesveType W Leave H 20 05 2015 Wed 992 1 Workday 07 29AM 0551 9M 340 12 a 20 05 2015 Wed 919 a Workday 0727 AM 20 05 2015 Wed 300002 a Workday 20 05 2018 Wed 90000 1 Workday 20 05 2015 Wed s85 A Workday 0732 AM 0608 om 240 138 20 05 2015 Wed 786 a Workday 07 28AM 20 05 2015 Wed 7369 5 Workday O71 AM 20 05 2015 Wed 7351 5 Workday 20 05 2015 Wed 7051 a Workday 0726 AM 0428 om 238 ooz 20 05 2015 Wed 7047 s Workday or31PM 0735 PM 545 255 20 05 2015 Wed 703 a Workday 0729 AM 0448 PM 240 20 05 2015 Wed 6982 m Workday 0858 AM 0431 PM 840 20 05 2015 Wed 6965 1 Workday 0721AM 0452 om 840 20 05 2015 Wed 6841 a Workday 0733 AM 0432 0M 840 20 05 2015 Wed 6478 1 Workday 0508 AM 0436 om 840 20 05 2015 Wed 6197 1 Workday 07 00 AM 0426 PM 236
13. aining advice from a qualified professional person The company expressly disclaims all and any liability and re sponsibility to any terminal or user of this book in respect of anything and of the consequences of anything done by any such person in reliance whether wholly or partially upon the whole or any part of the contents of this book TIMETEC COMPUTING SDN BHD FiING RTEC 2015 Timetec Computing Sdn Bhd All rights reserved 062015
14. ance Sheet This can be done at either at the User Duty Planner Tab or by directly editing the cell under the Leave Taken column To directly edit from the Leave Taken column Click Edit on the Attendance Sheet Go to the Leave Type column e Select the type of leave from the drop down menu Date Attendance Select Date Range User ALL 18 05 2015 Mon 30 06 2015 Tue E Expand Collapsed T Total Original Clocking er UserID pem PEO ee Ot Done wok Ovenime Shon PA inal 20 05 2015 Wed 992 1 Workday 07 29AM 05 51 PM 840 ian a 20 05 2015 Wes 518 z Workday 737 AM 20 05 2015 Wed 300001 1 Workday Tene Off 20 05 2015 Wed 90000 Workday easg eE e oa ra 20 05 2015 Wed 786 2 Werkday 0728 AM Sick eae 20 05 2035 Wed 73 s Workday 732 AM Marry 20 05 2015 Wed 7352 5 Workday 20 05 2015 Wea z Wertaty 738 AM ozem ass ooz 20 05 2015 Wes 7047 s Workday ors1PM o735 om 545 ss 20 05 2015 Wed 703 1 Workday 0733 AM ona Pa 840 20 05 2015 Wed 6982 z Workday 0858 AM cast pM sao 20 05 2015 Wed 6865 z Workday 722 AM ons2 PM a 20 05 2015 Wed 6042 a Workday 0733 AM 432 PM a0 20 05 2015 Wed 6478 Workday 0608 AM case eu aa 20 052015 Wes 0157 z Worasy 700M 0257m 236 ons Click Save To apply leave from User Duty Planner Tab Go to Atendance Tab Click on User Duty Planner Double click on the user whom you want to apply the leave Click Edit and right click on the day t
15. ceeds 8 it means that if an employee takes flexi hour of 9 hours the total time wil be deducted by 1 hour of break time Therefore total flexi hour is 8 hours Do you want the automatic addition to apply on total hours exceeds per day Clicking Yes here will configure the system to automatically add the break time to an employee s total work hours by day only instead of by number of punches This will only apply if the Double Punch setting is acti vated Auto Add Time in hour format if flexi work surpasses Specify the number of hours of break time that will be added to the flexi work hour if the flexi hour exceeds the value specified in this column For Example Ifyou set this to Deduct Auto Add time in hour format 1 if flexi work surpasses 8 it means that ifan employee takes flexi hour of 9 hours the total time will be increased by 1 hour of break time Therefore total flexi hour is 10 hours ingress OVERTIME Attendance Basic Information ScheduleID 4 Work Schedule Flexi Name Description Clocking Time Genera Rounding Bresk Overtime Overtime if total flexi work hour exceeds workhour of Differential overtime if total flexi work hour exceeds workhour of Minimum minutes must work to qualify for overtime Maximum num of hours allowed to claim for overtime 24 00 Work treat as Overtime Restday Offday Holiday Overtime is to determine the rules for overtime in the flexi clockin
16. e Flex Name Description GeckingTime Genet Rounding Bresk Overtime Please specify the maximum number of in out clocking pairs for this flexi hour schedule 3 Enable Disable employee define In Out records ies Employee press key button to define status during attendance reporting Enable Disable employee define work code for job costing records F ves Maximum work hours to be considered as the same work day Separation hours between an out clocking and subsequent in clocking to qualify for next day Le break time Last log out time to consider as same work day Recommended for the last log out time after 00 00 12 00 AM Double punch for consecutive clocking in a clocking slot if it is within minutes of Edit These are general rules that you need to set in flexi clocking schedules These rules will affect how the trans actions are recorded or calculated ingress Clocking Pair The maximum pairing of clocking time in Ingress is THREE We recommend setting three pairs to ensure that all clock out information shows up correctly Select your preference according to your company s policies Employee Define In Out Records Enable the function by selecting Yes if you want users to press the relevant key button to define their status during attendance reporting For example an employee must push the Check In button on the terminal before clocking in and pushes the Check Out button before clocking ou
17. e Weekly 1 4 4 General Flexi Weekly o 5 5 Shift Weekly o Start with these easy steps Click on the Attendance Tab This will initiate the Group Duty Roster window Click on Add Duty Roster and select the Roster from the list of drop down menu e Once you have selected the Roster from the list the type of Roster will be displayed to match your earlier configuration e Provide the description for easier identification gt Click Okay e The Group Duty Roster window will be displayed ready for you to configure The Group Duty Roster is presented like a yearly calendar The possible configurations in the Group Duty Roster window are listed below A checklist is provided at the end of Chapter 5 to recap the necessary steps involved in configuring Group Duty Rosters Attendance Basic Information Groupo gt f Name General Staff Normal Roster Weekly Description Overtime Only After 7 Weekly E Daily Totals E Auto Cale OT E 7th Day oT 2015 Diff OT Only After Weekly z Open Schedule Group Duty Roster User Month REA E SERED EA ESE SESE ESE IEE TEETE SEAL AE EEEE ETE DED Jan 1 19MM 1 19MM WE BJ o o i Feb a aj aj a 1 1 21 1 1 1 1 1 1 E a o Mar 1E Ei a al 1 1M 1 1 i i Apr 1 a a s 1 1 1 1 M a a a a al 2 May Hmm i 1 i 1 m M 1 i ig Jun 11 1 1M N o o o 1 RD ss tt ss Jul 1M I tt I o o o I o o o o Aug B tit tit ii
18. e refer back to the Ingress User Guide Get ready with the Fingerlec DVD provided with your FingerTec purchase and follow the instructions Note In case of a lost damaged DVD you can download the latest version of the software online at http user fingertec com software updates htm DVD Installation Software instalati Insert the FingerTec DVD into your computer If you are to use Ingress on multiple workstations install Ingress Server on the main computer and Ingress client on the rest of the workstations Once the DVD is inserted it will auto run Click Run Start exe to view the flash introduction Point the mouse over to Ingress and choose Software Installation Follow the preceding steps shown on the screen to install the Ingress Software At the first screen of the Ingress Software InstallShield Wizard window click Next to continue with the installation At the next screen select accept the terms in the license agreement after reading the User Software License Agreement Then click Next At the next screen specify your preferred destination folder to install the software and click Next to continue If no changes are made the location will remain at its default location in C Program Files FingerTec Worldwide FingerTec Ingress ingress 4 At the next screen click Install when you are ready to install the Ingress software The installer will launch the MySQL installer Click Next 9 times until
19. ed You have the option to select all or some of the users Selecting all will highlight all employees from the terminals If you choose to select some of the users you will need to click on the employees that you want to download transfer to Ingress Choose the type of date you want Ingress to download from your terminal It is recommended that you select all the 4 checkers Ignore Face ID if your terminal does not record face templates ingress Check on Do not overwrite PC user info if no terminal data is downloaded if you already have employee data and would like to keep the existing employee data Click on Download to proceed After you have downloaded the data and editing it update it back to the same or other terminals by click ing on Upload User after checking the accuracy of the data Select the employees you want to update and click Upload for the changes to take effect on the terminal Workflow in Summary Users gt Download User gt Double click on the terminal model gt Select employees to download transfer gt Select type of data to download gt Check on Do not overwrite PC User info if no terminal data is downloaded to preserve existing data on PC gt Download gt Edit Data gt Upload User gt Select employees to be uploaded to terminal gt Upload ingress 13 14 Chapter 4 Configure Clocking Schedule Flexi Clocking Schedule is a flexible working schedule that by default does not include any late in
20. ell as the report Attendance Date Select Date Range User ALL 18 05 2015 Mon 30 06 2015 Tue E Expand Collapsed T Total E Original Clocking LI ome User1D Name Sehe Daytype in Break Resume Out OT Done Wos Overime snor LeaveType W Leave H 20 05 2015 Wed 4275 Workday 0654AM 0497 PM a 023 a 20 05 2015 Wed 422 1 Workday 0745 AM 0433 PM aso 20 05 2015 Wed 192 1 Workday 0737 AM 0434 PM aso 20 05 2015 Wed 4186 1 Workday 0734 AM 04 40 PM 240 20 05 2015 Wed 4119 1 Workday 0725 AM Ossi PM aso 20 05 2015 Wed 4101 1 Workday 0720 AM 0435 PM as 20 05 2015 Wed 3947 2 Workday 0739 AM 20 05 2015 Wed 3939 1 Workday 0745 AM o407 gt a ozs 20 05 2018 Wed 3897 2 Workday 0725 AM 0434 PM aso 20 05 2015 Wed 3889 1 Workday 0747 AM 04 42 PM aso 20 05 2015 Wed 3872 2 Workday 06 01 PM a40 aL 20 05 2018 Wed 3863 2 Workday 20 05 2015 Wed 3798 1 Workday 0729 AM 0429 PM 239 oor 20 05 2015 Wed 3574 2 Workday 07 37 AM 04 42PM 840 012 20 05 2018 Wed 3525 2 Workday 0742 AM 0357 PM 207 033 20 05 2015 Wed 349 1 Worxday T Save Cancel Please note that if your attendance time is displayed in AM PM format you will need to press the P button on your keyboard when inserting values between 12 00pm to 11 59pm The edited attendance is higlighted in bold to indicate that the particular attendance time has been edited Remember to click Save after making any changes Workflow in Summary Click Edit gt
21. elow 1 15 minutes 15 16 30 minutes 30 31 45 minutes 45 46 59 minutes 1 hour Down Attendance time recorded is rounded down to the nearest minute E g If Round to nearest minute is set to 15 all minutes will be rounded down as per below 1 15 minutes 0 16 30 minutes 15 31 45 minutes 30 46 59 minutes 45 ingress 16 e Midpoint Attendance time recorded is rounded according to the mid point calculated E g If Round to nearest minute is set to 15 the mid point is 7 and the clocking schedule s IN time is set to 9 00am If user verifies IN less than 7 minutes after the IN time for example 9 06am Ingress will round down the transaction data to display as 9 00am If user verifies more than 7 minutes after the IN time for example 9 08am Ingress will round up the transaction data to display as 9 15am Rounding for First In and Last Out for Job Costing Only There is a button where you can choose to apply Rounding for first in and last out for the purpose of job cost ing simplifying management s work in determining the price costing for each different task Leave it blank if you do not wish to use this rule in your attendance data e Available for job costing For a sample solution on how to setup the job costing feature for multiple dif ferent tasks jobs please refer to www fingertec com newsletter Feb2013 as 01 html Clocking Time Attendance Basic Information Schedule ID Work Schedul
22. g schedule you define here Claim Overtime e Minimum work hour to claim overtime Sometimes an employee would work only for a few min utes and consider it as OT Define the minimum minutes required by the company for a staff to work in order to qualify for an OT claim e Maximum work hour to claim overtime Put a limit to a number of hour a staff could claim for overtime The default maximum is 24 hours Others e Overtime if total flexi work hour exceeds worhour of Define the number of hours considered as normal working hour for flexi work For example if it is set to 8 hours if an employee exceeds that 8 hours the next hour and after are considered as overtime e Differential overtime In some companies their employees are given a different overtime rate after a certain work period Define how many hours the employee is required to work before he she is entitled for different overtime e Work treat as overtime In some companies employees are entitled for overtime and double time if they work on a rest day Tick the checker on which is applicable ingress 26 Chapter 5 Setting Group Duty Roster Group Duty Roster refers to an annual working calendar for all groups of staff in your company Ingress provides 999 groups to be configured Attendance No GroupID Name Roster Shift Day OpenSchedule Total User Description H a 1 General Staff Normal Weekly 2 2 2 Normal Weekly o 3 3 Flexi Schedul
23. he Email icon ingress 37 38 In the Recipient email address popup window input the recipient s email adress CC Subject and Message It supports SMTP email servers with an SSL connection Click on the Send via SMTP server and Use SSL checkers and fill in the relevant details Click Apply to generate the report and send the email with the attached report file Workflow in Summary Click Reports Tab gt Choose report type gt Select data and date range gt To view report before priting click Generate gt To print report click on the Printer Icon TO SAVE THE REPORT Choose the file format gt Click Save gt Input file name gt Select save path gt Click Save TO EMAIL THE REPORT Choose file format gt Click Email gt Input Recipient Email Address CC Subject and Message gt Click Send via SMTP Server and Use SSL checkers gt Input relevant SMTP and Port details gt Click Apply ingress Copyright Notice All rights reserved No part of this book may be reproduced or transmitted in any form or by any means electronic or mechani cal including photocopying recording or by any information storage and retrieval system without written permission from Timetec Computing Sdn Bhd Every precaution has been made to supply complete and accurate information Information in this document is subject to change without prior notice Disclaimer No person should rely on the contents of this publication with out first obt
24. he employee is on leave taking leave Select Leave Type and choose from the list of Leave type ingress 33 Select Leave Type x Leave Type Time Off D Emergency D Annual Leave D Sick Leave 2 Sick Leave _ Materntity Leave Hour fective Date 12 08 2015 Effective D 12 08 2015 o Click Save Please note that the Leave types available for you to choose are based on the Leave Types that you have de fined To define Leave types please refer to Chapter 7 of the Ingress User Guide Workflow in Summary Click Edit gt Click Leave Type gt Select and enter leave type from dropdown menu gt Save Alternatively Click Attendance gt Click User Duty Planner gt Select the user and double click gt Click Edit gt Right Click and Select Leave Type gt Save 34 ingress Chapter 9 Manipulate Edit Data in the Attendance Sheet Under certain circumstances the administrator can manipulate or edit the employee s attendance data for report purposes for example when a user leaves the office early for a training session The administrator can edit the data accordingly so that the employee will not be considered as Early Out Editing Attendance Time In the Attendance Sheet window click on the Edit button Double click at the time slot you wish to edit Input a new value and click Save The new attendance time will take place at the time slot for the Attendance Sheet as w
25. idered as overtime Month Overtime is given only after the accumulated working time in a month wexceeds the specfied value For example if the predefined working hours is 160 and the employee has worked a total of 180 hours during the month the employee will get 20 hours to be considered as overtime Others The options below may or may not apply to your company These options will affect how the total overtime hours are calculated Choose according to your company s policies Daily Totals Auto Calculate Overtime 7th Day Overtime ingress 27 28 Side Bar Others e Holiday List Every company has its own holiday list Click Holiday List and configure the holidays ap plicable to your company When the holiday is activated that particular date s box will turn blue e Auto Schedule With Auto Schedule you can assign one or more clocking schedules to be applied to a group for a week or a month Once you set this Ingress will automatically apply the said schedule s to the group duty roster To Configure Define Day type as Weekend or Workday Define the clocking schedule for the particular day Define the date range for this schedule to take effect Click Okay to save settings Flexi Group Duty Roster Checklist DONE Click Attendance Tab Click Add Duty Roster gt Select relevant group Provide Group Description gt Click Okay Input how many minimum number of working hours necessary for
26. inutes 30 46 59 minutes 45 20 ingress Midpoint Work time and overtime recorded is rounded according to the midpoint calculated E g If Round to nearest minute is set to 15 the midpoint is 7 and the clocking schedule s IN time is set at 9 00am If user verifies IN less than 7 minutes after the IN time for example 9 06am Ingress will round down the transaction data to display as 9 00am If user verifies more than 7 minutes after the IN time for example 9 08am Ingress will round up the transaction data to display as 9 15am Rounding Time Range e First Rounding Time Range This function is designated for the IN time only You can round the IN time into the desired time For Example Any transactions between 9 00am 10 00am will be rounded to be displayed as 9 30am e Last Rounding Time Range This function is designated for the OUT time only You can round the OUT time into the desired time For Example For example any transactions between 6 00pm 7 00pm will be rounded to be displayed as 6 30pm ingress 21 22 BREAK Attendance Basic Information ScheduleID 4 Work Schedule Flex Name General Flexi Description Clocking Time General Rounding Break Overtime Ignore Break Time D If Yes flexi work hour is calculated based on last clocking minus first clocking Do you want to apply Auto Add Break Rule when you include lunch dinner time D Do you want the automatic add
27. ith it Remember to select the correct COM port for your connection Seek assistance from your IT department or find it in your computer s Device Manager settings Some computers without serial ports may require serial to USB converters to allow compatibility with RS485 serial devices Once the cable is connected you can then start activating your terminal At the Add Device window select the Communication Mode as RS232 RS485 Determine the baudrate speed of data transfer via serial connection and make sure that the value in the terminal must be the same as shown in Ingress To check the baudrate of the terminal press Menu gt Comm gt RS485 gt Baudrate Select Device Activation as Online and press Add and Continue if you have more than 1 terminal or Add if you only have 1 terminal Once the terminal is activated in Ingress all tabs on the software will be activated and you are now ready to configure and use Ingress software Workflow in Summary Click Devices Tab gt Add Device gt Select Communication Mode as RS232 R 485 gt Determine the Baudrate gt Select Device Activation gt Online gt Add for 1 device Add and Continue gt 1 device ingress 10 Chapter 3 Enroll Add or Download Transfer Employee Enroll Add New Employee To enroll add a new employee into Ingress click on the Users Tab Click on New User You will then be prompted with Add User Window
28. ition to apply on total hours exceeds per day m Break is to determine the rules for break time allowed in the clocking schedule and the rules will determine the presentation of time in the attendance sheet Ignore Break Time Click Yes if you do not wish to include break time in the calculation of total working hours This will deduct break time from work time In layman s terms clicking Yes means that the company will pay for the break time regardless of how long it is If you click in the checker the flexi work hour will be calculated in this formula Last clocking First clocking Flexi work hour Do you want to apply Auto Add Break Rule when you include lunch dinner time Click Yes if you want to apply the rule This means that the remaining lunch dinner time will be added into work time This is to add the work time for the users who work during their lunch dinner break ingress Is the break paid Click Yes to include the time taken for lunch dinner into the total working hour Leaving this unchecked will deduct the break time from the total working hour Do you want to include lunch dinner time into overtime hour Click Yes to include the break times into total overtime hour Do you want to exclude full lunch dinner if it is greater than allowed When this function is allowed the software will deduct the whole break time from total work hours if an employee takes a break more than the allowed minutes E g
29. ll gt Q I Device Activity User Listing Q Timeset Listing E Transaction Listing i Audit Trait is Attendance Visitor Report Help Bib User Movement Analysis BB Holiday Listing Jone I Management N Error Log scheduler Devices Users Doors Zones Access Level Access Control j Audit Trail__ Scheduler Help Electronic Time Card Filter Option baal sah K Co o oio lt aii Lcd PAI Qs Pablo Select Date Range Start Date 01 06 2015 End Date 30 06 2015 Select User ALL Order By UserID Direction Ascending Option E Group by Dept Work OT Total E Original Clocking F Show zero hour Ingress provides over 30 report templates to generate different reports for different purposes Choose ac cording to your company s needs For more detailed explanation on every report please refer to Chapter 8 of Ingress User Guide After selecting the report type select the data and date range according to your company s needs To print the report click on the Printer icon To view the report before printing it click on Generate To save the report for future reference select the relevant file format and click Save In the Save As popup window input the file name select the save path and click Save to start saving the report Ingress can be configured to send reports via your SMTP email To send the report to email recipients choose the relevant file format and click t
30. o not have a switch it is necessary to set a static IP address on your local Network Interface Controller NIC To configure your IP address automatically in your Windows platform follow these steps On your Desktop Go to Start and then go to Control Panel Click on Network and Sharing Centre On the left panel choose Change Adapter Settings e Right click on Local Area Connection and choose Properties from the drop down menu e Under the Networking tab choose Internet Protocol Version 4 TCP IPv4 and click on Properties e Inthe next window click on Use the following IP Address and fill in the relevant details If unsure of the details to be keyed in here please refer to your IT personnel e Save your changes to avoid any information loss Workflow in Summary Start gt Control Panel gt Left click on Network and Sharing Centre gt Change Adapter Settings gt Right click on Local Area Connection gt Properties gt Under Networking choose Internet Protocol Version 4 TCP IPv4 gt Properties gt Use the following IP Address gt Insert details gt Save ingress Terminal Activation via Com Port for Serial Connection RS232 RS485 Make sure that you have connected the terminal and the computer installed with Ingress using a serial cable It is recommended to maintain the RS232 cable length at 1 meter to avoid data loss and for RS485 the maximum distance is 1km but excellent data repeaters shoud be installed w
31. orded for transactions If you would like the late ins and early outs to be displayed input values for the IN and OUT times Otherwise leave it blank ingress Total Days There is a total of 7 days per week that can be selected for input However the actions available for each day depends on the Day Type Day Type There are 4 different Day Types to choose from according to your needs They are Workday Restday Offday and Holiday Workday This will define the normal working days for your company By default Monday to Saturday will be marked as Workday Restday This will define the normal non working days for your company By default Sunday will be marked Restday Holiday This will define the non working holidays for your company This is more appropriate for days such as public holidays Offday This will define the non working days for your company This is similar to a Restday but em ploys different wage rates than Restday and Holiday Use in accordance to your company s policies Rounding for Each Clocking Slot At every clocking column you can configure the Round to nearest minutes option which means that the attendance recorded will be rounded into the nearest minutes as specified in the field This function works in tandem with the Rounding option below it Up Attendance time recorded will be rounded up to the nearest minute E g If Round to nearest minute is set to 15 all minutes will be rounded up as per b
32. overtime before it is calculated Week Bi Weekly Semi Monthly Month below Overtime Only After Input minimum number of working hours necessary for overtime below Overtime Only After Check on Daily Totals Auto Calculate OT 7th Day OT if applicable Note Only choose to use in accordance to your company s policies Input all applicable holidays in Holiday List Assign clocking schedules to be applied to a group in Auto Schedule if applicable ingress Chapter 6 Download Data from Terminal To start click on the Attendance Tab gt Attendance Sheet gt Download This will initiate the download transac tion log window Once you have selected the device and whether you want to remove the transaction log after download and click OK the data from the connected terminals will be downloaded into the Ingress software Alternatively you can choose to configure the Ingress software to specify the interval time in which it will automatically download the clocking data from the connected terminals To configure automatic download intervals System Settings oe System Attendance Devices Day Type Settings Server Download Transaction Log Interval HH mm 00 00 7 Specify daily download timer for the system to activate 11 59 PM the automatic download process everyday Server Generate Audit Data Interval HH mm 00 10 Display Suspended and Expired User Display Pay Class setting
33. s early outs or overtime To provide flexibility this may be configured later on This is suitable for group of work ers where their working times are not fixed This chapter elaborates in detail the Flexi Clocking Schedule configurations To configure Weekly or Daily Clocking Schedules please refer to Chapter 7 of the Ingress User Guide that can be downloaded at www fingertec com customer download postsales SUM Ingress E pdf To start click on Attendance Tab choose either to Edit your existing Flexi Work Schedule or add a new flexi schedule by clicking Add Clocking Schedule gt Select Flexi in Work Schedule There are 5 tabs that you need to set for Flexi clocking schedules e locking Time e General e Rounding e Break e Overtime Clocking Time Attendance Basic Information Schedule ID 4 Work Schedule Flexi Name General Flexi Description Clocking Time General J Rounding Break Overtime Weekday Day Type In Out In Out In Out Restday Monday Workday Tuesday Workday Wednesday Workday Thursday Workday si Workday Saturday Workday Round to nearest minutes Rounding E Rounding for first in and last out for job costing only Enable attendance records from selected devices only Flexible break time in minutes These are clocking rules that you need to set in flexi clocking schedules which includes configurations for the days and the time rec
34. security option window ap pears Then enter new Root Password and enter it once again for confirmation Click Next gt Execute to start the configuration Once complete click Finish You will be diverted to the next installation which is the Fingerlec OFIS Scanner Driver Click Next and Install to begin the installation for this driver Once done it will prompt the computer to restart Select No to proceed to the next step Next step of the installation is to test server and database connection Ingress Installer will prompt the DBinstaller at the end of the installation Click Finish when the installation completes You will find the Ingress shortcut icon on your computer desktop Workflow in Summary Ingress gt Software Installation gt Ingress InstallShield Wizard gt Next gt I accept the terms in the license agreement gt Next gt Specify destination folder and click Next gt Install gt MySQL Installer gt Enter password gt Execute gt Finish gt FingerTec OFIS Scanner Driver gt Next gt Install gt Do not restart computer gt DB Installer gt Test Server and Database Connection gt Finish ingress Chapter 2 Terminal Activation for the First Time Caution After choosing your connection type be sure to only follow the relevant instructions to avoid any errors during configuration Add Device x DREIE mg Device O Ingressus To start go to
35. t Leaving this checker unchecked will prompt the system to accept the clocking times of the user and slot them into the appropriate clocking slots automatically Please note that most users do not use this function as implementing it is difficult because employees might mix up the buttons during reporting Job Costing Tick the checker if you want users to enter their workcode in the attendance report This is only appropriate for job costing purposes and does not apply if your company does not practice job costing Please note that using this function will also enable the unlimited punch feature Maximum Work Hours to be Considered as Same Work Day You need to specifiy the duration in hours between a clock in and a clock out to qualify an employee for the same day s transactions This is applicable when an employee reports to work late at night and the working hours are extended until the next day If there are no adjustments made the system may confuse the clock out transaction To avoid this you need to specify the maximum work hours of an employee for his her work time to be considered as the same workday For Example The user verifies at the following times 11 00pm Monday 7 00am Tuesday Ifyou confugure the Maximum Work Hours To Be Considered As Same Work Day to 8 hours You will get IN 11 00pm OUT 7 00am Monday ingress 17 18 Please note that this function can only be used if the Last log out time
36. the username later on Provide the Designation if all the users are sharing the same post Ignore if they are all having a different post Click Execute to start generating the users Workflow in Summary Users Tab gt Batch Create User gt Define the start and end User ID gt Enter the first Card Number gt Define a general Username to be associated with the User ID gt Provide Designation if all users is having the same title gt Execute ingress 12 Download Transfer Employees To download transfer employees from the terminal to Ingress go to the Users Tab and click on Download User Download User x Se ERAT ADR EVER GEIS Do not overwrite PC user info if no terminal data is downloaded aD 5 16 06 2015 Ji E Replace with latest issue date GBTI VEH A ElTimeline Group Duty Roster General Staff Nor Replace with latest group duty roster El Corp Off Time Clock BETTSD Access Control No UserID First Name Last Name E Select Data Us Password Privil E Username Pas Privilege oe Fingerprint Fi 16 06 2015 04 47 53 PM Connect Device ae 16 06 2015 04 47 53 PM The connection is successful E cara 16 06 2015 04 47 54 PM Reading user from device Photo 16 06 2015 04 47 54 PM Disconnection successful Download Cancel Double click on the terminal at the left panel and select which user to be download
37. tion only Only the first transaction among all the transactions within this time interval will be displayed For Example The user verifies at the following times 9 00am 9 03am 9 07am 9 08am and 9 09am lf you confugure the Double punch for consecutive clocking in a clocking slot if it is within minutes of 10 minutes only the 9 00am transaction will be displayed in ress 19 Rounding Attendance Basic Information Schedule ID 4 Work Schedule Flexi Name General Flexi Description Clocking Time General Rounding Break Overtime Round up the work time to nearest minutes Rounding Round up the OT time to nearest minutes Rounding First rounding time range round to Last rounding time range x round to edit Rounding is to determine the rounding of minutes rule allowed in the clocking schedule and the rules will determine the presentation of time in the attendance sheet Round Up the Work Time to Nearest Minute e Up Work time and overtime recorded is rounded up to the nearest minute E g If Round to nearest minute is set to 15 all minutes will be rounded up as per below 1 15 minutes 15 16 30 minutes 30 31 45 minutes 45 46 59 minutes 1 hour Down Work time and overtime recorded is rounded down to the nearest minute E g If Round to nearest minute is set to 15 all minutes will be rounded down as per below 1 15 minutes 0 16 30 minutes 15 31 45 m
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