Home

Vendor`s Manual for Timeclock Plus 4

1. Enforce minimum break length of lt x gt minutes This setting will enforce a break length of a specified number of minutes Once an employee clocks out for this type of break management approval will be required to return from break early Round breaks to nearest lt x gt minutes This setting will round breaks on this job code to the amount of minutes you have specified First Segment Round up at lt x gt minutes A segment refers to the period of time entered in the previous field For example if you round to the nearest 20 minutes segment 1 would be the first 20 minutes and segment two would be the second 20 minutes Entering a value of O will disable rounding for the first segment Other Segments Round up at lt x gt minutes This is rounding is for all other segments excluding the first segment Entering a value of O will disable rounding for other segments TimeClock Plus 4 0 81 Break Length This field represents the maximum length of time that is considered a break For example if an employee clocks out for break and then ends up going home without clocking back in you would not want a clock in the following day to be tied to his previous shift Misc Fields This section is used to name the miscellaneous fields that are located on the Misc tab when editing an employee These fields are also located on the Criteria selection dialog so that information can be filtered using these custom fields Job Costing T
2. If you click on the color box a palette of color will appear Select the color that you want for highlighting on your reports Shading can be enabled on a per report basis but they will always use this color TimeClock Plus 4 0 51 Settings This option allows you to change the settings per report Each of the Pay Period reports has unique settings that can be altered to meet your needs To adjust the report settings for a report select the report from the list and click on the Settings button or right click on the report and choose Change report settings from the popup menu From the settings screen individual items can be turned on and off for each report In addition the name of the report can be changed While in the report settings click on the Page Info button to set information about the font and orientation of the report All printable fonts in the system can be selected for use with the report Page information Font fa um for repart courier Font pord sga r Pags ensia O Lee O Pii Co emm Preview This option will allow you to preview an individual report If there are any exceptions or other factors keeping the system from printing the reports they will be displayed prior to previewing the report While previewing the report can be printed by clicking on the Print button Export This option brings up the TimeClock Manager Payroll Export screen Refer to the Export section of this manual for
3. F di cra uke TE 7 AO y ces Ere m X e Job Code Changes This section allows users to make global changes to job code information for all or particular groups of employees based upon the criteria specified Notice as you toggle through the Add Remove Modify and No Changes options different parts of the screen become active and inactive Add Add a job code to the selected employees Remove Remove a job code from the selected employees Modify Modify a job code that already exists globally to employees No Changes This is the default setting and no changes will occur when this option is selected Job Code The job code to be added removed or changed It can be selected from this drop down box by selecting the down arrow Change Rate to If this box is checked then the rate of this job code can be changed globally Clockable If this box is checked the job code can be used by the employee to clock in 40 TimeClock Plus 4 0 Earns overtime If this box is checked then the job code can earn an overtime pay rate if the overtime criteria for that employee is met Counts overtime If this box is checked then the job code can count toward an overtime rate Track 1 2 3 Each job code can track three different fields on clock out For example you may want to track tips parts completed pieces etc By checking these boxes the job code will require entry of these fields when the employee clocks out
4. Requires cost If this box is checked a cost code must be entered when the employee clocks in under this job code NOTE All of the check boxes contain three states checked unchecked and an indeterminate grayed check state If the indeterminate state is selected no changes will be made to the field for the specified code For example if you are modifying job code 101 for all employees but do not wish to change the earns overtime field for individuals that already have this code you should set the earns overtime check box to the indeterminate state Other Changes This section allows users to make other global changes to employee information such as changing an employee classification and or adding or removing accrual rules from employees or groups of employees Change Classification to Select or type in a new classification change to make globally If you would like to change classification lt x gt to classification lt y gt you can use the criteria to only include employees with classification lt x gt and then enter lt y gt into this field Add Accrual Rule Select an accrual rule from the combo box to globally add an accrual rule Remove Accrual Rule Select an accrual rule from the combo box to globally remove an accrual rule Buttons Criteria The criteria is used to select which employees will be included in the operation Refer to the Criteria section of this documentation for more information Preview This butt
5. To display all shifts that are scheduled select Display all shifts for the selected individuals To display shifts for selected job codes only click on Display only shifts for the selected job codes and then select each of the job codes to include from the list of job codes To select or unselect all of the codes use the Mark all or Clear all buttons Fikes C Display a aha dor deci drid SE Display onde chit for Hea salaried ph coder TH Sick Coss al 1001 aci n F Losi ony reacia chats machang thir ceberia x w If you are displaying only selected job codes and you wish to only display necessary shifts that match the selected job codes place a check in the Load only necessary shifts matching this criteria box 2 4 Change Schedule Criteria This feature adjusts the Criteria for narrowing down employees or groups of employees to schedule for work As you narrow down employees notice that only the group that you have specified will appear in the employee selection to the left of the main screen in the Scheduler program If you have any questions about the Criteria refer to the Criteria section on page 85 2 5 Tool Bar The Tool Bar option allows you to set different views of the TimeClock Scheduler The following objects on the main TimeClock Scheduler screen can be viewed or hidden by checking on each title Tool Bar If this menu item is checked then the toolbar with the icons in the TimeClock Scheduler program wil
6. Address of the employee City City where the employee lives State State where the employee lives Zip Zip code where the employee lives SSN Social security number of the employee Export Code This is an optional code to identify this employee in an export It should correspond with the individual s number in the payroll system that you are using Start The date that this employee was hired Termination Date The date of the last day the employee was working for the selected company If a termination date is entered and the date has passed the employee will no longer be able to clock in Phone The phone number of the employee Classification This is an optional classification of the employee It can be used to separate groups of employees For example part time employees may have a classification of 1 and full time employees may have a classification of 2 This classification is useful when narrowing down employee groups using the Criteria option see pg 85 Race Race of the employee Birth date Birthday E mail E mail address for the employee You will notice small mail icon in this text box When you click on this it will activate the default e mail program for your computer so that you may e mail this employee from TimeClock Plus Gender The gender of the employee Suspended The status of the employee if they are suspended or not Suspended employees can be removed from lists by checking the opt
7. If you would like to preview the operation click Preview Click Process to perform the transfer or Cancel to close the Transfer Job Information window without performing the transfer 4 11 Calculate Scheduled Labor Cost This function provides an hour by hour breakdown of the hours scheduled and the estimated wages paid It will allow you to enter estimated sales on an hourly or weekly basis to generate an estimated labor cost percentage Labor cost for the period of 02 25 2001 40 03 0 3F3001 Hei bete Alon eS O i rl pur Tona tales jura z EPAI si Lobe pemi mir Tem tio wagen tates Late n Hab Hii Ha a E Siar Tal m E ua EJ ES E Bara For more information on using the labor cost screen refer to the labor cost section in TimeClock Manager 102 TimeClock Plus 4 0 TimeClock AutoUpdate The AutoUpdate application is used to download updates and enhancements for the TimeClock Plus applications that you have installed You must have Internet access to use this feature NOTE You must close all TimeClock Plus applications before attempting to update This includes any applications that may be running on your network a para es aan de le dae ainda bro iha riara wm As iti iana baai h rete do e is Dolor Vested aride or pee ol ura oar dat te El or ante bear the eon a prtadas Diada 4 Mat of ll Tine ock Produ irate org eth ev restan mambo B Deere Coura Pm aldo abc mrj E ies
8. Sa in Eredi Pini acatar Black in AA A Oe Dork Dat Fil E ice Ft b T Meud O iMa ENA dob Dade A oF i Col Cade 7 teu O ia OF oe l 1Nsy The administrator will customize the following operations Clock In Clock Out Break Job Code and Cost Code Print Verification is subdivided into three groups and is explained below Manual This setting requires employees to enter their employee number in manually by typing it in This setting does not require a finger print verification for that particular option 1 Many This setting requires that the employee only press the desired option before being prompted by the system for a print verification Upon a successful verification the selected option i e clocking in will be executed This setting reads a fingerprint from the user and then compares it to all of the prints stored in the system This is where the one to many terminology comes from 1 1 This setting requires that the employee press the desired option i e clock in and then enter their employee number After entering the employee number the system will prompt the user for fingerprint verification Upon a successful verification the selected option i e clocking in will be executed The system prompts the user for verification after entering an employee number In fact what is happening is the system is comparing the verification print to one piece of data that is reference by the employee number This is where the
9. This option can be configured to beep the Remote Data Terminal a set number of times when a successful or failed clock operation takes place Display This tab controls the idle timeout and the prompt file to use for the selected port Optics Termal Dista Badges Cormrmurscinton din Fialuacas Ernim ha ranba d records tha moer choad aad ad a prop bekni corceinglhe manen ip IE Fup Pia Ente the Heralne of des parag file med by delas paragi EHGLSHILHG e Te Idle Release You can set the amount of time for the terminal to wait for an action before canceling the transaction If someone begins an operation and then walks away from the terminal the terminal will only wait for the specified number of seconds before resetting itself to an idle state Prompt File This option allows you to specify which prompt file to use for the prompts on the Remote Data Terminal Please refer to the WinRemote system configuration on page 105 for more information about prompt files for the Remote Data Terminals Badges The badges tab controls how magnetic and barcode badges are treated in the system This is mainly used to configure the system to use badges that you had prior to purchasing and implementing TimeClock Plus plone Teo papas Hadas Carr ati Esirobconos F Uie ad di a badge D iim poe ol badae SEE pesan fT Ler a D jiha oo aoc or ikae Harber d chamec oua at rd od baga 7 MOTE Beia pemg ah o al Eher reeden
10. 54 56 Classification 25 Clock In 105 115 Clock Out 105 115 Clockable 26 65 defined 135 Clocked Breaks 66 Close Week 13 23 From command line 77 Reminders 77 Company Data Directory 21 ID 20 Name 20 Components See Applications Converting data 21 Cost Code 13 Add 67 defined 135 Delete 68 Description 68 Edit 67 Counts toward overtime 26 65 135 Create Schedule 87 Criteria 85 Scheduling 95 Cumulative hours 31 Current Week 24 135 Daily Overall Schedule 93 Filter 94 Options 94 Data Directory 21 135 Database Error 137 Dates 13 Default information 37 Default job code 26 Defaults 75 Delete employee 35 Delete schedule 99 Earns overtime 26 40 65 Edit hours 40 Change history 60 RDT Password 82 Shift approval 44 Edit Hours From Remote Data Terminal 79 History 45 E Mail 25 Employee Accrual history 31 Accruals 29 Accruals summary 41 Add 24 Cumulative totals 31 Default information 37 Delete 35 Edit 24 Edit hours 40 Global modification 39 140 TimeClock Plus 4 0 Information 25 Job codes 26 Job Costing 25 Messaging 47 Move Renumber 36 Notes 34 Overtime 27 Photo 33 Print information 37 Raise history 32 Restrictions 29 Reviews 32 Schedule 41 89 Schedule restrictions 35 Template 36 Employee Job Information Report 52 Enroll employee 133 Ethernet 119 Excused 31 Export 135 Employee information 38 Employee jo
11. To display both times this option should be checked Auto open accrual window when edit hours opens This will automatically display the accrual window when the edit hours screen is first opened It can be toggled on off at any time using the View button from the edit hours screen Auto open schedule windows when edit hours opens This will automatically display the schedule window when the edit hours screen is first opened It can be toggled on off at any time using the View button from the edit hours screen Ask for confirmation when deleting a shift from an individual If checked a prompt will be displayed when a user attempts to delete a shift from an employee This is to prevent accidental deleting of shifts 42 TimeClock Plus 4 0 Warn if a shift being added edited in current week will exceed accruals If checked a warning will be displayed if the shift being added or edited will cause the individual to have less than zero hours remaining in the accrual for the job code used Note that because accruals are updated when the week is closed it may be possible for an individual to have the required hours accrued and still get this warning message For example suppose an employee accrues 2 hours a week in sick time and you have not closed the week for two weeks The employee may only show that they have 1 hour of sick time remaining when they actually have 5 hours The solution to this problem is to perform the Close Week operation
12. they work on a holiday or the 7 consecutive day of a workweek Example If you want to pay overtime all day on the holiday you would set the option to pay overtime 1 after 0 00 hours in the day If you want to pay overtime 2 after 8 hours you would set it for overtime 2 after 8 00 hours If you select to pay a shift premium you will be able to enter a dollar amount that the employee will receive in addition to his or her regular or overtime rate when working on a holiday of 7 day Note that this amount is in addition to their current rate of pay Example If an employee is configured to earn 2 00 per hour premium pay for hours worked on holidays and the employee is clocked in under a job code that pays 8 00 per hour the employee will earn 10 00 per hour for the hours worked NOTE In order for an individual to receive holiday pay the holiday must be set up in the holiday calendar see page 72 TimeClock Plus 4 0 29 Accrual Tab ar daj am ue Cum de Coma You can specify up to 20 accrual rules to apply to this particular employee Select which accruals to apply from each drop down list Accruals must be set up in the Accrual Rules section before they can be used See page 69 for more information on configuring accrual rules Restrictions Tab The restrictions tab is used to set rules for punch rounding and to limit clock in operations after a specified number of hours worked in a workweek Gaia Jr les God
13. 0 This is broken down first by employee then by job code with totals then by week with totals It indicates the pay rate regular hours overtime hours and the number of tips only on per job code totals This report is structured like the version 3 0 Payroll Summary report and can only print up to six weeks of data This report is included only for those that need summary information in pre version 4 0 format Supplemental Pay Report The Supplemental Pay Report adds up wages and tips compares the sum to the appropriate minimum wage for the time accumulated and indicates if there is any shortage This report is used by companies that have tipped employees and would like to see if the employees are reporting enough tips to meet minimum wage Tracked Information Summary Shows Employee Name and at least one Tracked field such as Tips You have the option to print the Employee Number Employee Export Code Social Security Number Split by Job Code print up to 3 Tracked fields and the subtotal by Individual Employee Weekly Punch Report This is a detailed report of each transaction indicating date and time in and out job code break length with p for paid or u for unpaid and hours worked A bracket marks entire shifts 10 2 Job Code Reports Job Code Analysis Detail This report is broken first by job code then by employee with totals the number of regular and overtime hours worked with an estimate of wages Job Code Analys
14. Call List for a list of employees their phone numbers and the number of hours they have worked during the week Employees who have overtime for the week are flagged in red If labor cost is a concern you can use the Call List to contact an employee who is less likely to earn overtime for the shift thereby reducing labor costs The list can be sorted by employee number first name last name number of hours worked and phone number by simply clicking on the header column of the list TimeClock Plus 4 0 57 23 Call List 03 04 2001 to 03 10 2001 Processed 22 BB Has overtime for week Matching criteria 22 Number Fist Name LastName Hows Phone Number ya Smith 915 555 4324 Ned Devine 915 555 5435 Jason Graves 915 555 6546 Natalie Tempest 915 555 7655 Arthur Jones 915 555 3453 Fred Lomez 915 555 8366 Tommy Kramer 915 555 5436 Jennifer Castro 915 555 7564 Hing Lu 915 555 7565 gt 10 00 J M0 wh Print This button allows you to print preview or adjust the settings of the Call List report Criteria This button allows you to specify which employees are to be included in the list Refer to the Criteria section on page 85 for more information Update This button will update the Call List If any time has passed since the last update the hours will adjust accordingly 7 5 Re index Data Files In order for information to be accessed rapidly in the TimeClock Plus system indexes are kept on
15. DANS PS MIS SP OPERADA Asc Aecod Terplloch Harp SET E DE aS hy Pe ARR SPH AERALA A AAA Taai Mansgo LETRA i FA ahii ad A i EFH APERADA E MATO ate MAG 1200 Pe Tiei Maruja JET one c Dekin Ramanand op DISS Pe GPa 0 Bidag Placard 1551 Tine Maria ERTH aml IRTI 100 iH mA i Ph them Jem Each record in the change list is composed of two lines of data Information in red indicates the changes that were made to the record History This option will allow managers to select other dates to view when hours were edited for previous weeks Filter This option will allow a manager to view the data through filters based on certain criteria incu ec ee es cl oe Charge ie repisa Fe Dha io cos FEET Changed om bad de rete het 25 2001 a Creire Cay eaten inrer A Ae lora eed Pira lt The Change Log Filter is similar to Criteria found throughout the TimeClock Plus applications The following information can be adjusted to filter the edit log results Changes to Employees This allows managers to specify particular ranges of employees to view If you are looking for only changes to a certain employee you can enter his her number here Changes to job codes This allows managers to specify particular ranges of job codes to view Changed on what date This allows managers to specify particular days to view Changed by whom This allows managers to filter records based on which user made the change At what l
16. Manager section 1 4 1 5 Preferences The Preferences section of the TimeClock Scheduler contains System Individual and miscellaneous settings that affect the program tiende brelerences a System Wide Iradas aheu Haostenecus Terres Forest f Pull Tare Hiti PE 550 Pe A E TT I Hisy HHHH EG C era HAHH HESI Wisaka to echarla Tha salam can hara maipi maakt opan los schering Hra ranp aaar aai you kha dos chadair 7 Winder fa Adora radar bo ba fully nerned System Wide Time Format This section allows you to specify if you want your scheduled information to display in Full Time Military time Military time with colon separation or Decimal time Click on the option in which you want your time displayed Weeks to schedule This section will allow you to select how many weeks you want to edit for scheduling at one time TimeClock Plus 4 0 89 Allow windows to be fully maximized If this option is checked then the individual schedule windows can be fully maximized to your screen If this option is checked and the current window is maximized all other windows opened will be automatically maximized Individual Schedule The Individual Schedule tab allows changes to be made for which information will be displayed on the Individual Schedule screens whaia hrelerenc es J E gt Sytem wide Indaia Eted pincers Show job cade and disccaphon in pad E Shera ohi denin in grid es A Show
17. Modlin Be dies ng heen crore ha mrada deia rra Allow viewing of hours worked This option allows employees to view their hours using the On Screen TimeClock or WinRemote software when clocking in an out TimeClock Plus 4 0 79 Allow viewing of current next weeks current schedule This option allows employees using the On Screen TimeClock or WinRemote software to view their schedule for the current and following week Note that the current week represents the date of the current week in the TimeClock system and not the current system date The current week is only advanced when the week is closed Allow viewing of last punch This option allows employees using the On Screen TimeClock or WinRemote software to view their last clock operation from the TimeClock Allow printing of hours If checked employees are allowed to print their list of displayed hours when viewing them from the On Screen TimeClock Allow entering of schedule requests If checked employees will be able to enter schedule requests for time off or other needs when clocking in or out of TimeClock Plus This option is only available from the On Screen TimeClock Display Break option If checked the break button will be enabled in the On Screen TimeClock and WinRemote software Display Change Job Code option If checked the change job code function will be enabled in the On Screen TimeClock and WinRemote software Show Individual s n
18. Prequiently Asked Questions conc eh ed eed eo eee 137 TimeClock Plus 4 0 1 Welcome to TimeClock Plus Congratulations on your purchase of TimeClock Plus 4 0 for Windows Your decision to put TimeClock Plus to work for your company will start increasing your bottom line immediately in many cases recovering the investment in as little as one pay period In addition to the many benefits you will gain by using TimeClock Plus your employees will feel more secure in knowing that the hours they are working are now being tracked and totaled accurately Gone are the days of hassling with timecards only to find mistakes in calculating employee hours Past time and attendance records are available at your fingertips including verification of employee hours by the employee and by management With payroll being one of the highest costs of doing business today you will find the many management tools available in TimeClock Plus invaluable From controlling employee clock times to controlling overtime hours you will be in control of your payroll Scheduling employees with TimeClock Plus Scheduler will take a fraction of the time it used to take using the manual method Matching employees with shifts will help insure that you don t leave yourself short at any time Use the schedule to project your payroll costs restrict employees from clocking in early or late and compare actual to scheduled labor costs helping you to find ways to trim your labor cos
19. Regin poa Tene Clock Pla pokoli te thad psy sell Le A dol inland of has ups ord etanol J i P da phin kagginn y ormen la he Tmar EO oon casai Stal ia Diem the Ani pisa pam 1 0 Available This option will display and allow installation of the latest updates available from the Internet If there are any new revisions or updates for the software you have installed they will appear in the Available Updates screen POL bal berir reesi De abie am rad ihr a re ere Di ng ahh mmh m b ad dr amaii vaian nuked anan Ext WED Cet Tikai Oros E Tj i i i l XE WRAIDD A hei ETA 401 408 E SMT DERE Tor tr PEA agi ibi PRU MLE EE Tello Mrs ETA ani ipi EE E e e News This option views new information about the available updates Info This button is used to display information about the updates that are available For example if you currently have version 4 0 0a of TimeClock Manager installed and version 4 0 0c is available this button will list all changes and enhancements that have been made in versions 4 0 0b and 4 0 0c Update This option will begin the update process to download and install the new updates that you have marked into your system To select or unselect the updates to receive place a check next to the items to receive in the list by clicking on them with the mouse Once the Update is complete the system will notify you with a list of which updates were installed successfully 2 0 Update Dis
20. Round clock in time to scheduled clock in time when clocking in up to lt x gt minutes early or lt x gt minutes late This option will round the employee s clock in time to match the schedule if they attempt to clock in within the specified number of minutes of their scheduled time Round clock out time to scheduled clock out time when clocking out up to x minutes early or x minutes late This option will round the employee s clock out time to match the schedule if they attempt to clock out within the specified number of minutes of their scheduled time Example If you have set employee 101 to round to schedule if he clocks in up to 15 minutes early and he attempts to clock in at 8 50 AM when he is scheduled at 9 00 AM the clock in will be rounded to 9 00 AM If however he attempts to clock in at 8 40 AM the clock in time will remain at 8 40 AM because he was not within 15 minutes of his scheduled time 4 2 Delete This option is used to permanently remove employees from the system It should only be used if the employee will no longer need to be accessed for any reason If you want to retain history information on an employee you should suspend or terminate them instead deleting their information There is also the option to move them to another employee number 36 TimeClock Plus 4 0 111 dera DASA 10 115 Masa Garcia E YE Sars Lasgeion A 117 Hehea Thora H0 114 Nancy Seared 100 113 Abbagal Faded 200 13 Ed Ml estres wm 12
21. Su Tel Vei TH Pa Tres 14 ee a Yer a e om To add or edit an accrual rule 1 To edit select the rule from the list and click Edit To add click on the Add button This will begin the rule configuration process Each ral r iha prie mur urar ure oid ach e ured dea beigta accua in ta yrim Ade Ey la Crider dsp fo he aca The dara o on epa di pd nia don re da pr SA d q Rik dera rre cary Place aiei tt il soi ba be Es cr e re E ar ales al Se peel E Accum rue e eee H m tra to 2 If adding enter the rule number By default the next available rule number will be provided There is no need to change this default unless you want to do so 3 Enter a description for the rule This description should contain enough information to describe the rule so that it can easily be distinguished from other rules 4 If you would like the rule to be active ensure that the Accrual rule is active box is checked If an accrual rule is assigned to an employee but it is not marked as active it will not be posted and no time will be accrued for the rule 5 Click on the Next button 70 TimeClock Plus 4 0 6 7 Accra Type 7 horus nna bandon our waked in the esk being risd Accra e haced on hours rated in the maat being closed Todelsanrs he nuria of pounded haun forthe sed whak hour pes should be moluded F Aegis hours Fe estimas 1 hoa Fe Destas 2 hpa B Hom n mon chock abis job codes E Count any pected job
22. System configuration 105 Time Server 107 Troubleshooting 120
23. The calculator can also perform addition and subtraction of times in hours minutes format For example if you enter 1 30 1 40 the result is 3 10 because 1 hour and 30 minutes plus 1 hour and 40 minutes totals 3 hours and 10 minutes Calendar TimeClock Manager includes a pop up calendar which can be accessed from the Tools menu Shifts and Breaks A shift is the time between when an employee clocks in and when that employee clocks out including any breaks taken during this time whether they are paid or unpaid A break is a period of time during which the employee is not clocked in but is still part of the current workforce Job Codes Job Codes are used to track employee hours in a specific department such as waiter dishwasher hostess etc Employees may be assigned one or more job codes and may switch between any of those job codes during the shift allowing management to track the amount of time each employee spent in that code Two non clockable job codes are automatically created when you install TimeClock Plus These job codes are sick time and vacation time and are assigned to all employees At least one job code that is configured as clockable must be added to the employee s workable job codes before an employee can clock in to TimeClock Plus Cost Codes Many businesses frequently have multiple customers or projects at any given time and it is helpful to know how much time is being spent on each For instance an automobile
24. The reason the employee was restricted from performing the operation Overridden By The user that performed the override In order to perform overrides a user must be granted permission to do so from the User List located on the Configuration menu in TimeClock Manager Override Method The method used to perform the override In most cases this is done using a password but if a biometric unit is installed the override may have been performed using with that unit Buttons Update The update button is used to update the information displayed after a change to the date range has been made Criteria The criteria is used to determine which employees will be included in the view when it is updated For more information on using the criteria see page 85 Print The print button allows you to print or preview the list of overrides that are currently displayed 62 TimeClock Plus 4 0 Filter This button allows you to determine which items are displayed in the view Slr Deere end nt Pa o rad Tea a x To include certain items in the list place a check next to the item in the appropriate section Click Ok to return to the override log and view the items matching the filter you have selected 7 10 Reset Tracked Fields TimeClock Plus tracks several different items on a per employee basis such as tardies absences etc In most instances this information at some point in time must be reset The Reset Tracked Fields f
25. This will stop the WinRemote service This option is only available if the service is installed and not already stopped Parameters The parameters section allows you to specify additional command line parameters that will be used when the service is activated In most instances nothing should be entered in this section 2 0 Configure Port The configure button will not become enabled until one of the Remote Data Terminals is selected from the list of available ports To configure a serial port select one of the ports labeled COMx To configure an Ethernet terminal select a port labeled ETHx Options The options dialog is used to configure basic options about how the Remote Data Terminal will operate once it is activated Opaorn Terra Goode Barger Coruna AAA pg EEES Se ripa aeii pik opt F Lopeled nisi ladera E Mbia pol cede nicas code change BP dob ba cast pije on job oeie change W Coplas thle HAMM bora har erg harr T Cipi un rbad A cra dap ll precia da cured taj Tn gs aac ais crac cl ari FP pin lacra baig ad Co A A Show confirmation on non manual entry If checked the employee will be required to confirm his identity when using a non manually entered employee number to clock in By default badge swipes to not require confirmation of identity because it is assumed that the person holding the badge is the person performing the clock operation Display message on successful clock operations If chec
26. TimeClock Plus program except the information is coming from a schedule TimeClock Plus 4 0 101 Picas ra ii ds b cc re poets conch pl ad e w ae mhh ed a dl e Peel tek o sip he dar pene eo in bers Ho he poe O he Rbd mia el aial Perr Cee e al cl Ui a D hidra LE tor ices ee ars de eed Vello h Tria dra ame hie a lo con mp ties como timos coo Example If you know ahead of time that an employee is going to be on vacation for a particular week you could schedule the individual for vacation that week and then transfer the job information vacation week to the main TimeClock Plus databases In this case a manager wouldn t have to add the hours in manually to the employee s hours for the week To transfer job information 1 2 From the list at the left select each of the job codes you would like to transfer Multiple job codes can be selected by holding the CTRL key as they are clicked in the list Enter the date range to transfer in the Transfer dates section NOTE Data for any period can be transferred into TimeClock Manager as long as the data is after the start of the current TimeClock Plus week the date displayed in the status bar in TimeClock Manager The transfer does not care what week is open in scheduler You will receive an error if any portion of the date range is before the current week in the TimeClock Manager Click on Criteria to select what employees will be included in the transfer of data
27. Ts roh Pia EMPLOYEE PHOTOS DIRECTORY B Erdy 1109 photo LABOA DOS SALES DIRECTORY AH E ids AN ia ZA 8 SCHERULES DIREC THY H Sebo GN u HANA P aona r E Compan bis bi E Grga daik E F Drie i E Ormi re ip H Usa red deters Dea t in E Dea i e E De te dete F Denei rheeidr ibh E bape coe arap j worm _ we _ pus To restore a backup from disk 1 Click on Select File to select the backup file to restore 2 When presented with the list of files contained in the backup select each file to restore by placing a check mark next to the item in the list 64 TimeClock Plus 4 0 3 Click on Start to restore the data 7 13 Calculator TimeClock Manager comes with a fully functional calculator that operates on your computer screen The calculator will appear when you select Calculator from the Tools menu in TimeClock Manager 7 14 Calendar TimeClock Manager comes with a viewable calendar The calendar will appear when you select Calendar from the Tools menu in TimeClock Manager 8 0 Configuration Menu 8 1 Master Job Code List The Master Job Code List allows managers to set the defaults and add edit and delete job codes The job codes listed here comprise every job code that can be used throughout the company Any job code that is to be assigned to an employee for use when clocking in should first be added here Adding or Editing a Job Code To add a job code to the system click on the Add butto
28. Yes if the date entered is correct or No if you would like to return to the Company Settings screen and re enter the date ATTENTION The peiie bate dale orton denprales he pened ol b ie weed lo calculats pericos ha hask weer laced on he ping pou have ied you ral be calculating rate on 4 bel based ur frag hugh birds Bere on F etas 6 200 la thas parod bara daie corect a The system will now prompt you that you can run the Quick Setup Wizard to configure the company if you log in as SUPERVISOR To perform this setup double click on the company you just created in the list and if prompted log in as SUPERVISOR From the File menu choose Quick Setup Wizard to initiate the set up process 1 6 Quick Setup Wizard The Quick Setup Wizard walks you through setting up a company TimeClock Plus 4 0 23 Tia iie ea do pj do ached rd td o e tee ih baasid Lo dr omen partici seri of hs Taek application be metil po Job Cader sl Me tigo art eb econo lo cnt veraa thr bi al erro T iacheni Feel antha obek ca bo ai hoan Fa lagam Apiai T orgiat La add am m i de priem ees ch Add Mercere EE ee CTS PA 1 A Notice that the different screens will prompt you to enter the necessary information as you follow the wizard This wizard will guide you through adding Users Job Codes Tracked Fields setting Pay Frequencies creating Accruals setting up Templates and other Miscellaneous information Please refer to the Getting Starte
29. all of the files Re indexing the TimeClock Plus databases rebuilds these files From time to time indexes may become out of order and impede the performance of your system Indexes can become corrupt due to network problems or loss power during a database update If you feel that your system performance is slowing or if you are experiencing database errors you should perform a re index of your data files Select the Re Index option from the Tools menu in main TimeClock Manager Re Index Data Files a TimeClock Dala Fdez 53 Dady Files E Emplosee benplabes ll Espliraan het E Job Codes int E Cu vei he E Employss martaga hiny E Employee meem 4 Detad atii dates E Cheated hardy dates E Arsi bet El Schade impii E Employee secu hiy E Employee miss history E Job ceding nlsimabors E boca nie E Ernpkyse schedule requests r teen Notice that all of the data files are checked to be re indexed You can re index specific data files but it is recommended that you re index all of them Click on the Process button to re index the data files After the re index is complete click on the Cancel button to return back to the main TimeClock Manager screen 58 TimeClock Plus 4 0 7 6 Optimize Data Files For reasons dealing with the speed and efficiency when information is deleted from the TimeClock Plus database files it is not really deleted from the file instead it is marked with a special code and ignored by all operation
30. and out buttons For example you may have a Biometric Remote Data Terminal that everyone uses to clock in and out of the system but when they are at their desk you allow them to perform job code changes go on break etc without the need for biometric verification Options The options tab contains various system settings Wires Laem Dotar Arminia cdo Comi Tera Serve Tlf tia pa par parent olga D Fredes hal naim ed Sa doc rd T Ls adora compete pa and cot cosa ir oma ee er E Dre sirda pamai on onl D Does bultos na pai 5 upip besa on rear amor eT Use touch screen compatible dialogs If this option is checked large buttons will be displayed for most dialogs to make clock operations simpler with touch screen systems Remember last number used for clocking in out If this option is checked the last number used for clocking in and out will be retained This is helpful if only one person clocks in and out from this PC TimeClock Plus 4 0 117 Use auto fill to complete job and cost code entry screens Auto fill means that the system will attempt to complete the job code or cost code as you enter it based on the codes that are in the system If you have a code 123456 and you enter 123 it will fill in 456 for you at the end Display totals as HH MM when viewing hours This will display the time as hours and minutes instead of hundredths when viewing hours Save window placement on Exit If this
31. ba repis pah ind rai n based on he qunent poh bow hs pera Di pu ja io rr il Li a o dl indio pa y A TimeClock Plus 4 0 99 Place a check mark next to each week for which you would like the necessary shifts built The number of weeks displayed here is the number you have entered in the Weeks to Schedule option in the Scheduler Preferences under the File menu To perform the build of shifts click Yes to cancel without building the shifts click No Note All information currently in the necessary shift files for the period will be replaced with information based on the current schedule for the period 4 4 Re build Shift Assignments Sometimes it may be necessary to rebuild the necessary shift assignments for a particular schedule Re building assignments will reset the current assignments and then traverse through the list of scheduled employees and determine which employees are filling necessary shifts in the system Each of the shifts that are filled will be assigned to the employee who fills it This action works in a similar fashion to Build Necessary Shifts For more information on this feature see the previous section in this manual 4 5 Edit Employee Availability The Edit Employee Availability function is used to mark certain days and times that the employees are not available to work Annial day les Addo ari 01 _ Ung che no bici de bral for the ic paad A fe miada a ra adds h ba chada e IICA IA J x g
32. breaks Wh A Da Dh dob Orde Hiie Deia EN i F C OGH200 aah MAAA BPA oy ge bo hd iw 800 EO OAR SOA OE GOP Hey ga bm oa im am L Ge BA OT Pe ea riage EM om om Em C GOA 9AM COIS OA ee boo mm w o E OHREN SO0AM CHB SOP 0S peca Precis Boo a foo i Jon 1 Tool iim og w ao Scheduling a Shift To schedule a shift you can either select a base shift using the Shift Pool or Shifts drop down buttons or you can double click on any cell in the grid to display the shift edit window 92 TimeClock Plus 4 0 Sian ie S00 4H Erdime EOF Joboode 2000 El Deigh legis aise Sched Jegar liege Fe On bird March alter they degree O Foce creires 07 for thar gegreand D Force cren 32 hor that iyesi E Diabla suo daduchora fra Ein shat Entering a shift segment 1 Enter the start and end times for the shift 2 Select the job code for the shift by clicking on the ellipsis or enter it manually in the job code edit box 3 Enter a description for this segment This is optional but if entered it will appear on the schedule when printed from the reports 4 Check the appropriate segment flags for the shift On break lunch after this segment If checked this segment will be tied to the next segment in the schedule with a break This will cause multiple segments to be treated as one shift When determining absent and tardy the system will look at shifts and not segments For example suppose you scheduled 9 00 AM 11
33. clock in to TimeClock Plus Certain job codes such as sick vacation jury duty etc should not be clockable because the employee does not use them to clock in and out Job codes such as mechanic or repairman should be marked clockable Company This is the designation for one set of TimeClock Plus databases In most cases one company is enough but if additional companies are needed you can use our Multi Company Module Communications Port COM Port see Serial Port Cost Code An alphanumeric code that allows an employee to specify what project or what client they are currently doing work for An example would be if an employee is currently working under the job code for mechanic then his cost code would be what car he was currently working on The Cost Code module is necessary for the cost coding operation to be functional Counts Toward Overtime When configuring a job code this field determines if hours worked in the code will count toward the number of hours required to pay overtime Most codes will count but codes such as sick and vacation usually do not Current version This is the latest version of the software that includes all software enhancements and additions To download the latest version you need to connect to the Internet and run AutoUpdate If you do not have Internet access you can contact a technical support representative for instructions on how to obtain an update You can find the update level of your software
34. code JIGHIORE Miitilareiari Tiached Fests FF Umi Uesi F Und Misc Ed epai Leaver bar all gr ceca Em sem puma Enter the information in each of the fields to determine which employees will be included in the operation being performed For example if you would like to only include employees 1 through 10 and number 25 in a particular operation you would enter 1 10 25 into the Include numbers section To include employees that can work a particular job code enter the job code s in the Have job codes section Note that this filter is based on the job codes they can work not the job codes they did work If using this filter in the reports all information will be printed for the employee if they match the criterion It will not merely print the job codes entered here The Miscellaneous Tracked Fields section allows you to perform criteria on the custom fields you have set up in the TimeClock Plus defaults see pg 81 and entered for each employee in the miscellaneous tab see pg 30 Once you have entered the criteria to use you can click on the Preview button to preview the employees that match the data you have entered If an employee is filtered for any reason the reason will be displayed If you have criteria sets that you use often you can use the load and save options to memorize and recall the settings you have specified To save the settings click on the Save button and enter a unique name for the criter
35. correctly make sure the bi weekly base date is correct in the Quick Setup Wizard and pay rates are entered for all job codes Best of Bi Weekly Vs Daily The system will calculate bi weekly and daily overtime for the individual and use the method that results in the highest pay Note To ensure this is calculated correctly make sure the bi weekly base date is correct in the Quick Setup Wizard and pay rates are entered for all job codes Best of Weekly vs Daily The system will calculate weekly and daily overtime for the individual and will use the method that results in the highest pay Example An employee is set to earn daily overtime over 8 hours per day and weekly overtime over 40 hours per week and works 3 days for 12 hours per day The daily overtime calculation for these hours would result in 12 hours of overtime while the weekly calculation would not result in any overtime The daily hour calculation would be used for the week 28 TimeClock Plus 4 0 Both Daily and Weekly Overtime Overtime is based on both daily and weekly overtime Using this method the system will first calculate daily overtime for the week and then calculate weekly overtime on the regular hours for the week Any overtime hours for weekly overtime will be added to those for daily overtime Daily Overtime Overtime is based on a daily basis Salaried The employee is on salary No overtime will be earned for the employee Overtime Settings Notice that ov
36. dih tha ear beri reared do collect Herre reir Field Y marae Tit Demi gt AA Faki sama Pee Demie 0 ieee Feki Jaama Darma D MOTE dardos fet Peara baki ba be ued gu rl rear a pride kibo Mo reat heie Meija Thig odon P bhe joa Lahi redes din a real irran Enter the names for Field 1 2 3 and the decimals that you want to track Please note that in order for these fields to be used you must mark a particular job code to require these fields This is done from the jobs tab while editing an individual s information from Employee Add Edit in TimeClock Manager Break Defaults The tab is used to configure the company wide break default settings Before configuring this tab you should set the names for the break types using the System tab located in this section All settings found in this tab are company wide default settings Each of the settings can be overridden on a per job code basis when editing a job code in the Master Job Code list Speen eras Se Twepthock Sirini Enip TambegiFets ekpa ea Unb Caring O Bora rerem editar buime OPEN gt FF Erie raras tas beg at I rd FS Found beaien 1E rea Fani Gagraan Apa used T AA he gemir Arend upd E rn Caia HOTE de pegrasra este do hee peaj e raras IP perma ee anig la Far aame d paira lo eenaa ZT rete dari T mera ba bha Gru riras an emgreard beac aadd be che eared Arde tn Ford Lergh I ba dd Petar at iine bekain ah Hg gs ll he cd a 5
37. employee information and therefore will not use this sort order Printer Configuration This option allows you to control when you want to view the Windows printer configuration Some people may want to see this per report never or only once when the reports begin to print This will allow you to specify a new printer or change a printer setting when you begin printing reports Default Reporting Period The default reporting period is the period that is first selected when the pay period reports screen is initially opened You should set this to the most common period that you use so that you do not have to select it each time you open the pay period reports Print Options This option will allow you to make custom changes to the printing of the reports Pari Report Ghia Fomusting Mieceianeows Prini Options Fe ide cerina 02 column in spots if none ip passant E los bald printing on repetida erpa local Repi ins spacing 015 3 05 a adreg color hor shaded tection on repent A Hide overtime 2 column in reports if none is present To save space on reports the overtime 2 column can be hidden if there is no overtime 2 present in the report Use bold printing on reports to emphasize totals If this option is checked the totals on the reports will be in bold print Report line spacing This is adjustable from 5 to 3 0 to adjust the spacing of these lines in the reports Shading color for shaded sections on reports
38. enroll them they will be able to freely clock in and out of the system if this option is checked Acknowledgement This section controls the number of beeps generated from a successful or failed verification attempt One to many bypass This section allows you to configure settings that will allow individuals to bypass the one to many mode and proceed directly to one to one verification This is useful if you have individuals that consistently fail one to many identification due to poor fingerprints TimeClock Plus 4 0 125 In order to bypass the one to many identification you must press the bypass key and then the operation key i e clock in clock out etc within the timeout period In order to bypass the one to many mode for an operation you must have the one to one configured for the same operation Bypass Key This option allows you to specify which key on the terminal to use as the bypass key Bypass timeout This option allows you to set how long the bypass will last before the terminal goes back to one to many mode Template conversion module This section displays whether or not the conversion module is loaded The conversion module is used to convert templates between the USB and parallel port Hamster devices and the Biometric Remote Data Terminal If you are using both devices and sharing a database between the two you must have the conversion module loaded Messages The messages tab allows users to chan
39. from the view hours section of the On Screen TimeClock see pg 115 This approval is performed by management using the Approval Manager see pg 46 or the Edit Hours screen see pg 40 Cumulative Tab Ba jo da re a le Thadi Hia Pia Era ms Has Tari baie dban i Falal T Dewi fad 1 Toman Emu j Exa Ea EA Dra MAA Heima Bae AM A ada Depa Tual Laca Tol Ta L nj E Couette a HE J i mann E Paj Tir E O e ee ey N Ba Fain 1 A mate a m i E lerusa id vot En Ai i lata tae ad 5 1 Eber immi WON Ti aah dn i ral ds Pa te mie i Lara Mell raji nn mee aih ead Loy peel oe Ee h deed Lor bee ue sai iro hr Le ara Figen q TE Per Mn m Jai irimi bi mty Faer btm Hevea ina uN Lia te a TimeClock Plus 4 0 31 Absences and Tardies are based on the TimeClock Scheduler When an employee is absent or tardy based on schedules in the scheduler this information can be viewed on the Cumulative Tab NOTE Information contained in the visible section of this screen is only updated when the week is closed Absent Tardy Statistics Total The total numbers of days the employee has been absent or tardy since the date shown Excused The number of excused absences or tardies that the employee has accumulated Since This is a date that specifies the starting point of the tracking of absent and tardy information Detail Button This will bring up a window displaying more detailed information about the abs
40. install the parallel port hamster hardware 1 Shut your computer system off completely 2 Connect the hardware to the system The parallel port device will connect to the parallel port and to the keyboard connector as shown below The USB device should plug directly into any available USB port Parse Ep si kg l a Paral Aspar a Keyboard Por a z AE Hebd 3 Apply power to the computer 4 During the initial boot process press the DEL or F1 key to enter the CMOS setup WARNING When you enter the CMOS BIOS configuration of your system you should only change the settings specified in these instructions otherwise you may create system errors If you are unfamiliar with setting CMOS BIOS configurations please consult with your system administrator or the manuals that came with your computer 5 Set the parallel port mode to EPP or ECP mode in the CMOS configuration usually located under Integrated Peripherals Setup The manufacturer recommends EPP mode This is the only setting that you will change in the CMOS BIOS settings If your system does not have this setting it may be too old to support this configuration 6 Exit the CMOS BIOS configuration screens while saving your changes 7 Let your computer start or boot up as it normally does 130 TimeClock Plus 4 0 3 0 Installing and Configuring Software Installing the biometric update from the TimeClock Plus CD 1 Insert the TimeClock Plus CD into your CD ROM d
41. job code and description in grid If this option is checked the job code and job description will show up in the grid when viewing an individual schedule If an employee can only work one job code you can turn this off so that only the scheduled time is displayed Show shift description in grid If this option is checked then the description that was entered when creating the shift will show up in the individual schedule grid Miscellaneous Auto Open the weekly overall schedule when a schedule is opened If checked the weekly overall schedule will be automatically opened when a schedule is opened 1 6 Print Setup The Print Setup option allows users to set the default printer to use in TimeClock Scheduler Any changes made to the print setup will be retained while the TimeClock Scheduler is open 1 7 Exit This option will exit you from the TimeClock Scheduler program 2 0 View Menu 2 1 Employee Schedule Use this option to view the Individual Schedule for an employee Double clicking on an employee in the employee list that is displayed or by selecting this option from the menu and entering an employee number to edit can access this function 90 TimeClock Plus 4 0 ee br ker Liiris A pee ET Tatas CE tl mat Hamit Toe Soe ee By ee Sy ee ery ge Fire rios 31 Deve do Taal MET ER bea aH TY aer i This screen is divided into four sections At the top of the window are drop
42. manual on page 105 3 0 Frequently Asked Questions Where can the Ethernet cable from the terminal be plugged in The Ethernet terminal can be plugged into any hub or switch that could host a computer as well as a Network Interface Card NIC Can I plug it directly into my NIC card Yes Because you are not using a hub or switch to cross the send and receive you will have to use a crossover cable to make it work properly What is the maximum cable length Cable length depends solely on the quality of cable that connects the terminal and the network If distance and environment are a concern shielded Category 5 cable can be used The basic rule is no more than 100 meters or 300 feet from the connection location to the terminal 120 TimeClock Plus 4 0 Can I run the Remote Data Terminal as a serial terminal if decide that do not want to use the Ethernet module anymore Yes the Ethernet module is an addition to the RDT2000 The Ethernet module can be removed and the standard serial cable can be plugged into communications port on the back of the terminal Consult your TimeClock Plus manual for additional serial terminal instructions How can l find out what IP the terminal is running on When the terminal is online you can press 11 to have the terminal show you the IP as well as indicating how long the device has been online The Allow ID terminal setting must be enabled in the port configuration of the WinRemote soft
43. more information on this feature 5 2 Approaching Overtime The Approaching Overtime report is used to determine if any employees are about to enter into overtime hours Eg Approaching Overtime Report OI Ea Y Include individuals earning weekly overtime When individual is within how many minutes of reaching overtime fi 20 JV Include individuals earning daily overtime When individual is within how many minutes of reaching overtime jeo Y Include individuals earning bi weekly overtime When individual is within how many minutes of reaching overtime 120 Y Include salaried individuals When individual is within 120 minutes of reaching 40 00 hours Criteria 8 Print Close If you are only interested in determining overtime for particular overtime types you can check or un check the include box for each method prior to generating the report For each box that is checked enter the information used in determining which employees will be listed on the report For example if you want to see what employees earning weekly overtime will enter overtime within the next two hours you should check the box Include individuals earning weekly overtime and enter the 120 in the edit box 120 minutes 2 hours The system will simulate a two hour shift starting at the current time and see if the shift contains overtime If it does the employee will be included in the report Criteria The criteria are used to select which individu
44. no a bol ot de 102 3 0Install6d Y cir da A cata 102 E O TO 103 A O A NO 103 E POM tis 2 sists E Se ta aca Cees eck eget be radied Lo E aged unde iw cegnuernit i oaeeee del EOE nad EE oe ie ee 103 TimeClock WINRemote cnica raid cee hs ete 105 1 0 WinRemote System Configuration ecccecceeeseeeeeeeeeeeceeeeeeeeseaeeeseeeseeeeeseeesaeesaaeesaeeeaeeeseeeeeeseeeeaeeseieeseeeteeeeeaeete 105 2 0 Gonfigure Poltica camara narra aa Sec ces aii 108 3 0 Start Stop BUOM ertikan ana tl bt aide ah dt t 111 4 O Activity DUI iconoclasta 111 5 0 Locate Bull E T A A T 111 6 0 Exit BUOM ioeo ih eee eds ct ee at eed ete ee A 112 WIMEGIOCK Time Sres ee a ee eee te id ee ee ae 113 ALO SOrvice Butt Uat 113 2 0 Clear Button csc ea ea a Ae eA ed el cee ei a eNe 113 3 0 Options Button jis steel tie ee ee eta de ee a ee 113 4 0 Shutdown O ee levee read 113 On Secreen PME COOK cai i 115 1 0 TimeClock Plus Configuratio Mses a a ad eee as 115 Ethernet Remote Data Terminal Setup ccccssseeeceeeeeeeeeesseeeeeeesseeeeeeeeseeeeeeenseeeeeeenseeneeenseseeeeess 119 1 0 Configuring the Ethernet Terminal ooonconinncdinncnnonccnonccnoncnonnnnnnnnnnnncn nan cn non cn nn cano r nn n nan n rana cnn nro rra aran nn nana ra nnnnnnnnans 119 2 0 Configuring the WinRemote Software for the Ethernet Terminal ooooonncnnnnnnnnnnnnnnnnncnnocnnncnnrnarn nana n ono naccnrcrnncnn cnn 119 3 0 Frequently Asked Questions occasion as 119 A O Trouble S
45. on a weekly basis so accrual information will be up to date Shift This option allows managers to Add Edit Delete or Split shifts Once you click on the Shift Button the following drop down menu will appear as shown below Right clicking on the list containing the hours can also access this menu Add Shift Edit Shift Adding a shift and editing a shift is basically the same the same screen is used for both functions This allows managers to add and edit shifts for employees Dasein ec y Shit Hou Tine ine en 5H E 3 hours ma Date Dat 0226 2001 M Tine Oat 5 00 FM e D Emplopas i diced in Enter the Date In Time In Date Out and Time Out If you are adding a clock in record place a check in the Employee is clocked in box If you are clocking an employee out remove the check from this box and enter the date and time out The job code rate tracked fields and cost code requires job cost module can also be changed from this screen In the upper right corner of the window the duration of the shift you are creating is displayed To edit or view the extra information about the shift segment click on the Extra button TimeClock Plus 4 0 43 Shift legs E Enty Locator Marager Edi Hours Disable automatic deduction lor this ahit D Faros overtins 1 for this record D Faros overtone 2 for this moud Other Information Shii vase marasi added bo epee Shill sepnend has been manually adiad Lard t
46. out time for the shift If the clock in and out dates are the same the split date will default to that date and will be disabled If you are adding a lunch or break when splitting the shift enter the number of minutes in the Minutes between resulting shifts section Select which segment will contain the tracked information after the split If you would like it to appear as if a break were taken between the two shifts select the break type from the Tie shifts together drop down list otherwise choose None 44 TimeClock Plus 4 0 5 Click Ok to perform the split or Cancel to cancel the operation Example If an employee worked from 9 00 AM to 5 00 PM with a lunch at 1 30 PM for 30 minutes but forgot to clock out for the lunch the shift will appear in the edit hours window as 9 00 AM 5 00 PM without a break To split the shift and add a break select the shift and choose Split Shift from the Shift drop down menu In the split time field enter 1 30 PM In the Minutes between resulting shifts edit box enter 30 Check the option to Tie shifts together as if a break were taken After the split the shift will show as 9 00 AM 1 30 PM and 2 00 PM 5 00 PM Toggle Break This function will tie the selected shift together with the next shift in the list as if a break were taken If the shift was already tied to the next shift with a break the break will be removed Note that this option will always use the first break type available If y
47. payroll system and then export his data to a file to be imported using this function This will eliminate the need to enter the information for the individual more than once and will reduce errors To import employee information click on the File menu item and then click on the Import Employee Information option a ecco ee Filename to import This is the name of the file that you will be importing This file can be located by clicking on the file icon to the right of the text box Records to skip There are some instances in which the first record in a database is a space holder or header record This option will skip the appropriate amount of records in the data before importing Default map file The default map file is a mapping file created from a previous import All of the fields have been mapped already If you import regularly from the same file format then you can use this map instead of creating the mappings every time Several different map files can be created for each type of import but only one can be set as the default map file Note This map will only work on files that are the same The same meaning that the file format spacing and lengths are the same Field delimiter In some files there are characters that separate data these are known as field delimiters Most often these field delimiters are commas pipes spaces or tabs This field will allow you to specify the type of delimiter used in the file sel
48. perform for each week that must be created 88 TimeClock Plus 4 0 Create schedule amp shifts A blank schedule and necessary shifts file will be created for the week Empty schedule amp copy shifts A blank schedule will be created and the necessary shifts from the date specified will be copied to the new week Copy schedule amp empty shifts The previous schedule will be copied to the new week and the necessary shifts will be emptied Copy schedule amp shifts The previous schedule and necessary shifts will be copied to the new week 5 For each schedule date that requires a previous schedule click on the drop down button for each line to select a schedule Double click on the schedule in the list to close the window and select the schedule 6 Click Ok to perform the requested action and open the new schedule 1 2 Import Schedule Data Please see Section 1 1 of the TimeClock Manager section in using this function 1 3 Export Schedule Data Please see Section 4 7 of the TimeClock Manager section in using this function 1 4 Login Logout Placing a password restriction on the system can restrict access to TimeClock Scheduler Only someone with a user identity with TimeClock Scheduler permission will be allowed to use the scheduling program The Log In Out screen is what is used for users to log in and out of the Scheduler program If you have any question about this feature please refer to the TimeClock
49. period that the employee cannot work Using the mouse click and drag in the grid to enter times that the employee should not be scheduled 6 Repeat steps 1 5 for each employee you would like to edit 4 6 Edit Employee Schedule Requests This section allows you to add edit and review requests made by employees for dates throughout the year The employees can enter these requests from the On Screen TimeClock if clock operation confirmation screen if enabled from the TimeClock Tab in TimeClock Manager see pg 78 4 7 Delete Past Schedules The Delete Past Schedules option is used to delete schedules that are no longer needed Schedules should only be deleted if they are no longer necessary for absent tardy schedule vs actual or any other TimeClock Plus reports Note that when this screen is displayed any schedules that are currently open will not be displayed 100 TimeClock Plus 4 0 Calsbe Past Acha El S alaci ha shakin Ha por rodd b a o Sel y ey a check Fem do es Bere mihe bet Ciok Diseene on gabar the ae 0 ihik To delete schedules from the system place a check next to the schedule in the list and then click the Delete button Multiple schedules can be selected at once by clicking on the parent item of the schedule For example to select all schedules for 1999 click on the box next to 1999 in the list 4 8 Re index Data Files Re indexing the TimeClock Plus databases rebuilds the indexes from scratch F
50. ranei cki nad rat la be ura Common Errors void the most common errors check the following Verify all fingerprint scanner connections are secure Verify that the fingerprint scanner is on the appropriate connection as specified in the Hardware tab under Connection Location Verify that your TimeClock Plus information is accurate If necessary verify your CMOS BIOS settings are accurate TimeClock Plus 4 0 135 Glossary AutoUpdate This is a software utility application for updating your TimeClock Plus software to the current version or latest patch level automatically This can be done via Internet access or through an update file Badge A magnetic or barcode encoded card that can be used with a Remote Data Terminal RDT to represent an employee number job code or cost code when clocking in or out Base Pay Period Date A date used for calculating pay period ranges in reports For example if you calculate overtime on periods from Sunday to Saturday this date should be set to a date that falls on Sunday Break A break in TimeClock Plus is treated as a special clock out The length of time from the clock out for break and the next clock in is the break length Breaks can be designated as paid or unpaid on a per job code basis Client A computer connected to a server computer through a network Clockable Used when configuring a job code to determine if the job code can be used by the employee to
51. removed from all employees to whom it is assigned A job code should not be deleted from the system until it is no longer needed for reporting purposes Print This option controls the settings printing and preview information for the Master job code reports Import Please refer to importing on page 15 if you have any questions about this feature Export Please refer to exporting on page 38 if you have any questions about this feature 8 2 Master Cost Code List Many businesses frequently have multiple customers or projects at any given time and it is helpful to know how much time is being spent on each For instance an automobile repair shop may need to track exactly how many hours are being spent on each car in order to properly bill the customer TimeClock Plus has the optional Job Cost Module to facilitate this 68 TimeClock Plus 4 0 The Job Cost Module is an optional product available for TimeClock Plus which allows employees to specify a costing code when clocking into the system The difference between job codes and cost codes is important Each employee is expected to have only a few job codes and those codes change infrequently Conversely there is no limit to the number of cost codes available and those codes are easily changed Also employees are assigned job codes individually whereas cost codes are assigned for the company as a whole If you are interested in purchasing the Job Cost Module contact Data Management a
52. report calculates the scheduled time to work and the actual time worked and prints a comparison of the two for the entire period specified TimeClock Plus 4 0 85 Schedule Vs Actual Breakdown This report calculates the scheduled time to work and the actual time worked and compares the two for the period specified The report is similar to the Schedule vs Actual report with the main difference being the additional breakdown information present in the report which details information per employee 10 5 Miscellaneous Anniversary Report This report prints employees who have anniversaries with the company during the time requested This report can be printed for a maximum time span of one year Birthday Report This report prints the birthday and age of employees who have birthdays during the period specified This report can be printed for a maximum time span of one year Long Shift Report This report shows the abnormally long shifts that an employee works during a week This will assist you in finding employees that have forgotten to clock out of the system 10 6 Cost Code Reports Requires Job Cost Module Cost Code Summary This report is broken down by cost code with totals then by job code with totals then by employee It displays the number of regular and overtime hours worked and an estimate of wages paid Cost Code Summary By Individual This report will print a summary of hours spent in each cost code on a per emplo
53. screen consists of three tabs Each of the tabs represents a different group of individuals in the system 134 TimeClock Plus 4 0 Employees This tab displays status of all employees in the selected company If an employee has a fingerprint on file Yes will be displayed in the Print On File column Unassigned Prints This tab lists all of the prints that are contained in the print file that are not currently assigned to an employee If an employee is deleted from TimeClock Plus their print will become unassigned Managers This tab lists all of the manager prints that are on file Manager s prints are kept by number only Remove This button removes the fingerprint scans for a highlighted employee Order This button enables the user to change the order of an employee in the list that you have highlighted through the following screen The order represents the order the individual is saved in the database Employees that clock in more frequently should be assigned a lower number so they appear earlier in the database When a one to many identification is initiated the employees are searched from the lowest to the highest order thus optimizing the lookup process 7 0 Toa e Enis manba hal spesi nds shere hi amope ii placed mi tho dahbasa Sinan murai vell ba placed Tiel wahini ial jea in a Oreiro idar bcabore You thould place ba ampicewar that Gack in are cul hs prendo si bh pimi of the als Order harbet F T Pii
54. section Do not perform one to one if number was determined from one to many If this option is checked when an employee number has been determined from one to many then it will not verify the print again by using the one to one lookup This is useful if you would like to configure both one to many and one to one verification for the same operation For example if you configured one to many verification for clock in and the employee was not found in the database due to high security levels or incorrect finger placement the system can be configured to fall through to one to one verification If the one to many identification succeeded and this option was checked the one to many will be bypassed Automatically retry failed one to one verifications If this option is checked then failed one to one verifications will be retried automatically instead of having to enter the employee information in again Miscellaneous Display Print Accepted message if verification is successful If checked the Remote Data Terminal will display the Print Accepted message on the terminal when the verification is successful Allow any operation when print is not on file This option allows you to continue with your specified action if you do not have a fingerprint on file This is useful in situations in which some employees are not required to have a fingerprint on file Use this option with caution If you add a new employee to TimeClock Plus and forget to
55. system tray at the bottom right hand corner of the screen for a WinRemote icon Once you locate it double click the icon and the following screen will appear WinHhenmbbe Click on the Locate button The locate function will seek out any available serial Remote Data Terminals connected to this PC If the Remote Data Terminal is properly connected to the workstation the WinRemote software will display a message that the terminal has been located The message will also contain the BIOS version of the terminal If the terminal was not located the system will display another message such as Valid RDT port or Modem Found If the WinRemote software does not locate the Remote Data Terminal check your connections and perform the locate function again To configure the port select it from the list and click on Configure See page 108 for more information Click Cancel to return to the main screen 12 TimeClock Plus 4 0 9 Select the port from the list and click on the Start Button to activate the RDT View the Remote Data Terminal to verify that the terminal is now active The terminal will have the clock out and in options displayed on it You can now begin using your Remote Data Terminal for clock operations Setting up an Ethernet Remote Data Terminal Refer to page 119 for information on configuring an Ethernet terminal TimeClock Plus 4 0 13 TimeClock Plus Concepts There are many specialized functions that m
56. terminology 4 1 comes from Hardware Tab The hardware tab is used to configure the actual fingerprint verification device pame incinen tra Erect Sir Coorecten Locas ler A Hora ee m j a Connection Location This combination box is set according to how you have the verification device connected to your computer i e LPT1 132 TimeClock Plus 4 0 Verification Security Level This combination box is set according to how much security you need on the verification process By setting this higher you reduce the odds of a false print passing verification The print has to be closer match to the original print to pass verification as this value is increased By setting this option lower you increase your odds of a false print being verified Device Defaults This option will allow you to set the defaults for the biometric device such as brightness contrast and gain Brightness Controls the brightness of the fingerprint image The higher the percentage of brightness the more light will be let into the picture Contrast Controls the contrast in lines of the fingerprint image The higher the percentage of contrast the more distinct the lines of the image will be Gain Controls a combination of light and contrast in the image The higher the gain setting results in less contrast and brightness Preview This button previews an image received from the fingerprint device This option allows users to s
57. the TimeClock Plus executable programs and system files are stored Remote Data Terminal RDT A hardware addition to TimeClock Plus that can be connected to a computer through a serial or Ethernet connection to allow employees to clock in and out without having direct access to a PC Restore This is the act of restoring your data from a TimeClock Plus backup file TBK extension in case of loss of data This can be done from the TimeClock Manager Serial Adapter This is the required adapter used for connecting the Remote Data Terminal data cable into the serial port on the back of the computer These adapters are always female and come in 9 and 25 pin configurations Serial Port This is the male connection on the back of the computer There are two different sizes One is a larger 25 pin DB25 port and the other is a smaller 9 pin DB9 port The Remote Data Terminal serial adapter is plugged into this port prior to activating the WinRemote software Server If on a network this computer is where the TimeClock Plus program and data files reside TCP IP A networking protocol that is required if you are going to use the Time Server application or run a WinRemote Ethernet terminal See your operation system documentation or contact your network administrator if you have any TCP IP questions TimeClock Plus 4 0 137 Frequently Asked Questions How do add sick or vacation time to an employee There are several m
58. the ability to enroll an employee from the Remote Data Terminal Require manager print to access enrollment This option will require a manager s print to access the enrollment functions from the Remote Data Terminal A manager should immediately be enrolled to prevent unauthorized use of the enrollment function Require password to access enrollment This option will not require a manager s print to access the enrollment functions but it will however require a password The password can be set using the Change Password button Require management print or password to access enrollment This option allows for a choice of a password or management print to access the enrollment features Enrollment can be accessed either way Use system to enroll management prints for overrides and access control If this option is checked then a management print can be enrolled at the terminal otherwise there won t be any manager s prints and only passwords will be used Use default method for management overrides TimeClock Passwords If this option is checked TimeClock Plus passwords will be used for management overrides Use only management fingerprint for overrides If this option is checked a fingerprint will be needed for a management override If print verification fails then there will be no way to override restrictions Attempt to use management print then use password if verification fails If this option is checked a fingerprint verificati
59. the use of a certain rate click the Use Rate button and enter the rate in the edit field If this button is not checked the employees default rate for the job code will be used 4 Click the Extra button and set any desired settings for disabling auto deductions or forcing overtime 5 If you would like to preview the addition of hours to ensure there will be no errors click on the Preview button 6 When you are satisfied with the settings click Add This will add the shift entered to the selected employees The Criteria button can be used to refresh the list with only selected individuals For more information on setting criteria see the Criteria section on page 85 4 11 Global Record Addition The Global Record Addition function allows users to add a record or clock in to all or multiple employees The scope of the record addition is based on the criteria Refer to the Criteria section of this manual for more information The most common use for global record addition is to add time for holidays or meetings that were attended 46 TimeClock Plus 4 0 Global Hecord Adhir o Fepam Fiski Dite Inc 03062001 E Job Code 2000 E Tine Inc E 00A e E i Daed 0206200 Tiea 500 P ay D Lasva dockedin Exits gt Optional fields may not apply lo ail Trakt 0 Taa 0 Traa fo Cost Code 57 CHEV PART HOOD Opeons fe Utne delad pap cade or the selected job code on a per employes basa Included suspended indradusk in additi
60. the yellow clock in the upper left corner of the window From the menu that appears clock on Configure Winches La Nokona Piscis 400 Casing Tira Bere himi PP Tiol Endara apia ele Ce ias cl ll or re Lage hise F Boada lega rap on before D p cal ages cn hato FO Bes sa on bettors PF Cima nel Ja E rios ale 0 D ipia iris Elta FF het E Dip bam busch Jato E diran By beeen Hite FP Dimas clio in bailo PP Diii ini teal raras Fe ag vioh il lan Window Layout Display buttons horizontally vertically in window Determines how the main window is displayed If horizontal is selected the buttons will appear left to right If vertical is selected the buttons will appear from top to bottom 116 TimeClock Plus 4 0 o TimeClock Plus ile Es Tuesday April 3 2001 12 27 32 4M Display large small images on screen These options control the size of the icons on the TimeClock Plus operations buttons If you display small icons the window can be made much smaller and take up less screen space Show text on buttons If this option is checked then the words will be displayed on the buttons otherwise only the icon images will be visible Window is always on top If this option is checked the On Screen TimeClock program will always be visible unless it is minimized Show tool tips If this option is checked a tool tip or description of the button will be displayed if the mouse is over the button for a few secon
61. they mean Tire farser phia Timan Pocha feing E inona mee oka Liberia post do rr raakt 7 sapan Sochal Setra F Liten hor bares equate an a dalea cachal Lisherdiray poah Bor inpore prn E rea By default the time server will listen for incoming connection on stream and datagram sockets on port 37 If you are currently only using one type or the other in your client configuration you can disable the type that is not used in this section In addition if the port number conflicts with another application in your system it can be changed here NOTE Any changes made in this section will require you to stop and restart the time server 4 0 Shutdown Button This option will shut down the Time Server application When the application has been shut down workstations will no longer be able to get the time from this computer TimeClock Plus 4 0 115 On Screen TimeClock The On Screen TimeClock allows employees to clock in and out from their computer workstations timeClock Pus Pim E3 The On Screen TimeClock program is very simple to use To perform any clock operation click on the button corresponding to that option The On Screen TimeClock application can be configured to be displayed in different formats or to include or not include certain options You may want to configure the software before you begin using it 1 0 TimeClock Plus Configuration To access the On Screen TimeClock configuration click on
62. this job code If selected the break rounding and minimum settings can be overridden from the defaults set in the TimeClock Plus defaults see pg 80 Enforce minimum break length of lt x gt minutes This setting will enforce a break length of a specified number of minutes Once an employee clocks out for this type of break management approval will be required to return from break early Round breaks to nearest lt x gt minutes This setting will round breaks on this job code to the amount of minutes you have specified First Segment Round up at lt x gt minutes A segment refers to the period of time entered in the previous field For example if you round to the nearest 20 minutes segment 1 would be the first 20 minutes and segment two would be the second 20 minutes To disable rounding for the first segment enter zero Other Segments Round up at lt x gt minutes This is rounding is for all other segments excluding the first segment To disable rounding for other segments enter zero Example 1 Company A has a break policy that all lunch breaks must be at least 30 minutes long are rounded to the nearest 15 minutes and the employees are allowed to return early from lunch To handle this policy Company A designates that one of their Break Types be called Lunch A minimum break length of 23 minutes is set in the minimum break length field The value 23 is chosen for this field because it is the earliest time the employe
63. to be student etc 15 Click on the Finish button once you have completed this section 16 If you would like to make any changes to the settings entered throughout the Quick Setup Wizard click on the Back button If the settings are correct click Finish to close the wizard Setting up a Serial Remote Data Terminal Each Remote Data Terminal ships with a 6 foot serial cable one DB9 adaptor and 1 DB25 adaptor and one power adaptor 1 2 Connect one end of the serial cable to the RJ 11 connection on your Remote Data Terminal labeled Comm Connect the other end of the cable into the 9 pin or 25 pin adaptor that matches the serial port on your computer Refer to your computer manual for documentation on serial ports Connect the adapter to an available serial port on the back of your computer Note that this connector should plug directly into the system No additional gender changers are required for connection Connect the power supply to the terminal and then plug it in to a standard 110V electrical outlet The terminal should initialize and display waiting for host The terminal is not a stand alone device you must run the WinRemote software to activate the terminal Launch the WinRemote program from your PC You can launch it from the Launch Menu section in the TimeClock Manager or by selecting it from the TimeClock Plus 4 0 program group in the Start Menu If you do not see the following screen look in the
64. to select groups of employees to include in the list Refer to the Criteria section of the manual for more information Clock This option will allow you to perform clock operations on selected groups of employees To use this function you must select at least one employee from the current list Multiple employees can be selected by holding the CTRL key while clicking on the list From this option employees can be clocked out or they can be mass changed to another job code Call List See page 56 for more information about this option Options This button opens the options window for the Who s Here list TimeClock Plus 4 0 55 dadorebsesh internal scone ll be debie suds ree Highkght sides ee E ad 12 he Dai cing an bamn in Chan El parlar rhat actor C Open clock m dsg C Open change mob code disiog Ogen shit irlomaa or dialog Laroh edit hour forthe selected indica Coo f oa Auto refresh interval x seconds This option will refresh your screen to reflect new punches based on the interval that is specified Highlight shifts over lt x gt and lt y gt hours This will make these particular shifts show up highlighted This can be useful in determining employees that didn t remember to clock out Double Clicking an item in the list performs what action This function allows you to double click on an employee in a Who s Here screen and perform the selected action Absent This option wil
65. to send questions using your standard e mail application you can use the e mail address support timeclockplus com Please note that the Support group cannot respond to e mail requests by phone If you submit a question via e mail please include a valid e mail address so that we can respond TimeClock Plus 4 0 105 TimeClock WinRemote The WinRemote application is used to control Remote Data Terminals which are sometimes referred to as RDT This software must be running in order for a Remote Data Terminal to function The WinRemote software is capable of controlling multiple Ethernet and Serial connected terminals at one time WinHemnote loba s Restaurant When the application is first run you will be presented with a screen that lists all available ports in the system By default only serial communications ports available in the system are displayed To add Ethernet ports refer to the configuration in the next section 1 0 WinRemote System Configuration Clicking on the small terminal icon located in the upper left hand corner of the window and choosing Configure System from the menu accesses the WinRemote System Configuration Perla emir tem Seren Seren beel eds Hyfan mad por a coc Gadhi de eds cl ii TY im La rd Md al e es me fi Ports This tab is used to configure settings for the serial communication and Ethernet ports in a system Highest Port to Check This option will set the highest port
66. value is increased the image quality required for verification also increases Fine Exposure This is the fine exposure of the sensor Coarse Exposure This is the coarse exposure value of the sensor High bright Level This setting is used to compensate for situations in which there is a lot of light in the area where the reader is located If you are having trouble enrolling or verifying try setting this setting to 8 The default value is 0 TimeClock Plus 4 0 123 NOTE In most instances the settings provided are sufficient and you should not modify them unless instructed to do so by a TimeClock Plus Support Technician Enrollment Sobra Emiras pening Hace berceereom Uara Ancha Cola me nce y riada by parag a dy res ia FIT a e ad he rn rere taa bey dl fia Be Ls cee On ae areca Fi Dipan Acca Ire he reeked do une ir pareve aroan de the erenleri bond eso D RSJ Pt pT ty pol Sev cite C Heper paved ances reinan G equa meragarani pri s pard la acces anieri Chip Firean Marge ihar Fe Ure ater da eared ero pede le cerro and acca cori I Uta tet nahod la anat rada ralla Puri 7 Uis ory AAN Ol boias pens Dera ene parea dee ia fi Tes What key to use to initiate enrollment The value in this combo box will enable the corresponding key on the terminal keypad to begin the enrollment process The default value for this option is F1 If you choose the Disable option on this combo box you will disable
67. view hours window of the On Screen TimeClock View This option controls different configurations of the Edit Hours screen The accrual and schedule information selections can be toggled on and off by selecting them from the drop down menu To select whether these screens appear by default when editing hours click on the Options button There is also a Visual window option in the View button This option allows managers to view the employee shifts in a visual representation of a graph as shown below Edit Hours Visual Shake iodo Hours for the week of 02 25 2007 Shits oheduled TB Selected Shit ajaja sjel7 6 92 1 2 3 4 5 6 7 8 alan Mon WE Tasa 0 27 1 tweed 02 28 Tha ga Shifts worked show up in red Shifts scheduled show up in green Shifts that are selected show up in blue To view more information about a shift move the mouse cursor over a shift and a popup window will appear detailing the specifics of the shift TimeClock Plus 4 0 45 Print This option will print the hours displayed in the list The print button can also be used to set print settings and preview the report prior to printing If you would like to print hours for several employees at once the Weekly Punch Report is available from the Pay Period section of the Reports menu in TimeClock Manager History The History button allows users to edit or view the hours for previous weeks Simply click on the plus sign next to the year then mon
68. will still appear in the edit employee screen How do you refer to the individuals being tracked This field represents the name used to track individuals in TimeClock Plus If you are operating a school you may want to enter students here The default for this field is Employee Include premium pay in base rate when calculating overtime This option applies to a holiday or ri day overtime situation in which a premium pay is paid If checked the overtime rate will be calculated using the formula base premium X overtime factor If this option is not checked the overtime rate will be calculated using the formula base X factor premium Pay multiple premiums if they occur in the same shift This situation can occur when a holiday occurs on the TZ consecutive day of a workweek and the employee earns premium pay for both types If checked the employee will earn both premiums If not checked the employee will only earn the higher of the two premiums Break Types This section allows you to set up to 4 different break types When clocking out for break from the On Screen TimeClock or the Remote Data Terminal the employee will be asked for the type of break he is taking Once an item in the Break types section is set its position in the list should not be changed For example if you enter Lunch as item 2 you should not remove lunch from item 2 and place it in item 3 Break minimum lengths and rounding can be configured from t
69. 00 AM and 12 00 PM 5 00 PM To tie these two shifts together as if a break were taken you would check this box in the 9 00 AM 11 00 AM shift Force Overtime 1 Overtime 2 for this segment If checked overtime 1 or 2 will be forced on this segment This is used for calculating labor cost for this schedule only and will not automatically be recorded as forced to overtime when an employee clocks in for this shift unless the job code used forces overtime Disable auto deductions for this shift If checked automatic break deductions for the shift will be disabled for the shift being entered This is only used for labor costing purposes in schedule and will not automatically be entered in the shift when the employee clocks in for this shift 5 If the shift entered is correct click OK to save the information If you would like to cancel without saving the shift click Cancel 2 2 Weekly Overall Schedule The Weekly Overall schedule previews the week employees and the shifts that they will be working It can be used to quickly view which employees are scheduled The leftmost column on this window contains the list of employees that are currently being scheduled The right columns contain information about the current schedule for each of them Along the top is the date represented in each column of the data To add a schedule for an employee contained in this list double click on any day on the line representing data for the em
70. 1 Hebi Haber AM 12 Tap sgae im 123 Duaya Crue 400 Pirra Pako am El eie en mada Groen he bat bo deae then click Piore bp peton he reee _Poces cred To delete an employee 1 N 3 A Select the employee from the list Click on the Process Button Review the status of the delete to ensure there were no errors To delete another employee click Ok to close the dialog click Cancel 4 3 Move Renumber The Move employee option is used for reassigning employee numbers This function will reassign the employee and all information pertaining to that employee to the new number that you have specified This option can be used in cases in which an employee is terminated or quits and you would like to reuse his or her employee number Sided the ridad la irak ba A ee Hue iaa ha a ar Ente the pea number aprige baboa arj lick Process do pabon the rees Hara mambi dosgrer ri fran To move an employee 1 Select the employee from the list 2 Enter a new employee number in the New number assignment field and click on the Process button to perform the move This will move the employee and all references to that employee throughout the program to the new employee number Make sure that this number isn t already in use by another employee otherwise the system will prompt you with an error message 3 Review the results to ensure there were no errors during the move operation 4 To move another employ
71. 100444 F000 persed Propecte Bet To use the attendance monitor 1 Enter the starting and ending times that you wish to view in the date and time fields or select a time from the Quick Pick drop down list 2 Select the filter that you want to apply from the Filter drop down list The filter can be one of the following Clocked In The employee is displayed if he clocked in during the time range specified Working During The employee is displayed if he is on the clock during the specified period of time The employee will be displayed if at any point in time he was clocked in This is useful in determining employees who forgot to clock out For example you can tell the attendance monitor to list all people working at 2 00 AM If you are not open at 2 00 AM you know that they forgot to clock out the previous day Scheduled Clock In The employee is displayed if he is scheduled to clock in within the given time range This can be useful to determine who is scheduled to come in within the next couple of hours A schedule is required Scheduled Working The employee is displayed if he is scheduled to be on the clock at any time during the time range A schedule is required 3 Click on the Update button to refresh the list with the new data 7 4 Call List The Call List is a utility that can be used by managers who are trying to control labor costs When a shift needs to be filled and an employee is called in management can use the
72. 8 TimeClock Plus 4 0 To send a message to an employee or group of employees select them from the list Multiple employees can be selected by holding the CTRL key as you click on the list Once an employee or group of employees is selected enter a message and click the send button to place the message in the message queue for the employee to read the next time they clock in or out of the system Management This button is used to send a management message A management message is a message that will be seen by all employees when they clock in and out Criteria The criteria button is used to specify which employees will be displayed in the employee list Refer to the Criteria section on page 85 if you have any questions about this function History By clicking on one of the employees and then clicking on the History button you can view the message history for the employee The message history will list the date and time the message was sent as well as the date and time the message was read by the employee The message history can be printed using the Print button in the history dialog Meeeage Hilary ber 100 Jobe Seth ABCIN B0CAM OIETAN SIGAM Sil meeting ieday0 50 HER HAS GIGAN Ge 40644 Cora ma ra rtan yu clock m MGF 9 ee gt 5 0 Reports Menu 5 1 Pay Period Pay period reports are the TimeClock Plus reports that are based on a period of time These reports are categorized into several different sect
73. Afternoon They should check the option to round breaks and enter to round to 15 minutes For the first segment they should round up at 1 minute For other segments the round up value should be set to 0 to disable rounding Using these settings any break of 1 15 minutes will round up to 15 minutes Any break over 15 minutes will not be rounded because rounding after the first segment has been disabled Auto Out This section allows configuration of automatic clock out operations intonnaber Brawks bina and Flounding Ai Cut W Erable soma clock cut Sa Hh ph code when an india check inde e ob ode de da al automates be tiori and show 2 sl mba of ho bon tha serk n ima Por arpa ft pou pay bens hour Ira rss ere cons ar ph code ihs sit deck cul ater ohar The maria ell ony reed Eo ioc in lor bhe reed and ley vall ee green bees here Aurea of hours da arik E he dada Enable automatic clock out for this job code If this option is checked employees clocking in under this job code will be immediately clocked out a set number of hours later Example If you pay two hours for meetings attended create a meeting job code that auto clocks out after two hours The individual will only need to clock in for the meeting and they will be given two hours Other Functions Delete This option will delete the job code that you have highlighted in the Master Job Code List screen When a job code is deleted from the system it is automatically
74. Donel change than opiera unfieatinatucied ta does by TinaClock Plat cupped Trak Trestii Pe rin estad pral roo Overall reseca al Poon Fer Saree tela E ini update Lis comprenion whan doening lets Internet Host This is the Internet site where the updates are located Transfer Timeouts These settings may be adjusted if you are receiving timeout operations due to network congestion or modem problems Please contact TimeClock Plus technical support before adjusting these settings Save replaced files when installing updates If this option is checked the replaced files will still reside on your system This option must be checked if you would like the ability to revert to previous versions after installing updates Use compression when retrieving lists If this option is checked the system will attempt to use compression when retrieving the lists of updates A performance increase will be notable on slow connections 5 0 Register This option can be used to register your TimeClock Plus system after installation It is recommended that you register so that you can be informed of future versions of the software An Internet connection is required to submit information If you would like to fax the registration you can use the print option and then fax the sheet to 915 223 9104 6 0 Support This option is used to send a question suggestion or comment to the TimeClock Plus support staff If you would like
75. ERAT 45 4 12 Export Raw HOUS ennan oaa ite ie eee tee A a eee eee i ue 46 4 13 Approval Manager a sree ais Se a decor dead EE SEACE 46 AVA MOSSAGING aint ch escteds ivi shed let det a 47 5 0 Reports MOMs tcccecsccecccsstarivnstescecascacsecuaunieussccssntendneseuiseieuvabcurecsstecdeanseiiendeaueadesiecensaauetsunsuravauaidvecntardcauodsiddataceaeutueret seeni 48 Del Pay RSMO dl dc tte iaa 48 5 2 Approaching OVertiMe AEE A ate shaenpashasdsadaphagsdache E EAE 51 5 3 Employes JOb IMTOrMAtiON ici eh ede sie heen eed dei ie hee en in ele 52 6 0 Export Meninas 52 6 1 Pay Perdi A A A ay 52 6 2 Employee Job Information ivonne 53 A O idtevies dttaanes otlamneeiadedtteveaty dua aara reaa nerean 54 G4 RAW FOULS iia aaa veaveanncdrebavancassacloususpeuseineashees 54 TiO TOOLS MOM Pa EE EE EEE ETET E ATAA A E A E URREA Reena 54 TEIA OESE OLE A RETE ORAE A A a a A EA add 54 7 2 WHO S ADSE diia ta a AAA e ra aea a e EA reaa aaa eA ANENE 55 23 Atendance Monto a A E T TAT 55 TACA a iia 56 iD REAINGeX Data EEE A o e e ae RON o o o e Mi A 57 2 6 Optimize DataRlleS tia se ese here re a o o 58 Tat Display Labor COS diia ot it a da 58 7 8 View Hour Edit OG comia ria aia RATE eE Aa Ratas 60 7 9 View Override OO ccoo in AA 61 MidReset Tracked N 1121 o EEEE E aio do dieta 62 7 11 Backup System IntormatiON conti lotes ere ll ita 63 7 12 Restore System Infor MatiON 2o ednedieeshaacnssnsntsneedsgesnadevastineshegana enatsaadecnanedeedeesidssagie
76. Launch the WinRemote software 2 From the main screen select the communications port or Ethernet port where the Remote Data Terminal is connected by clicking on it with the mouse 3 Click on the Configure button 4 Click on the Communication tab Oipaore erana ie Madigan orransaion Sonal Seating toi E HOVE Tre pama opie al 1200 bari ahia al th mpi hop bey BH ig SEDO hd nr ega ilig 5 If you are configuring a serial Remote Data Terminal ensure that the baud rate is set to 19200 by selecting it in the drop down list If you are configuring an Ethernet terminal confirm that the settings for IP address and Port number are correct for the device 6 Click on the Modules tab 122 TimeClock Plus 4 0 adi e Aieri HINS E Opticon Pera Carat Brig Coruna aci n kikii ompa 1 Fai Paii M ake See Ear Bi Crai rag 7 Select the Finger Biometrics Module and then click on the Setup button The configuration screen will appear Settings This screen will allow you to adjust the settings for the biometric hardware attached to the remote data terminal Thiet lier alas im lei pari COPS Esa Cortera Dpmasing Heia elsa Mirage Aachen Ramee Sct SF rei havin Pane E e e par m fi ha 1 Tey Lei rg Tis blry Sees Lev Fuss El Forges Gsm Leet 1 LIOR Wen healt Loved js cial A E or iiai Capen ae EHU m G53 do cele Frame ert ui Enable biometrics finger sca
77. MOOTHING DENE TETEE A a a dd a 120 Biometric Remote Data Terminal Setup ccecccsseeeeeeeeeeeeeeeeeseeneeeeeeeeeeeeeeeeeeeeeeaeeseeeeesaeeeeeeeenneeeneees 121 1 0 Installing the WinRemote Biometric Module oooonoocccnnoncccnnoncccnononcnonanancno nono nonnnon cnn rnnnn cnn nano nn naar nr rar nrn rra rn rear nncnnnns 121 2 0 Configuring the WinRemote Softwar e eccceecceeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeseaeeseaeeseaeeseaeeseaeeseaeeseaeesieeseaeeseeeseaeeseneeseaeene 121 4 0 Optimizing Fingerprint Recognition ce eeeeecceeeeeeeeeeeeeeeeeeaeeeeaeeeaeeeeaeeseaeeseaeeseaeeseaeeseaeeseaeeseeeseaeesnaeeseeeseaeeseeeseaeetes 125 TimeClock Plus Fingerprint Scanner cceecceseseeeeeeeseeeeeeeeseneeeeeeeseeeeeenseeeeeeenseeneeeeseseeeeeseeseeeeeeesees 129 TO System REQUIREMENTS iaa ai 129 2 0 Installing and Configuring Hardware ceccecscceeeseeeseeeseeeeeeeeeseeeeeseeeseeeeeseeeseeeeeeeeseaeesaeeseaeessaeseaeeseaeeseaeeseaeeseeeeeaeetes 129 3 0 Installing and Configuring Software oooooccnnccnnnccnncccnonncnonccnnncnnancnnnn nn nn cnc arrancan rare rra n ran ran nr ran nnannnnns 130 4 0 Configuring the Finger Scan Module oooooonccccnoccconcconocanoncnonoccnancnnnnnnnnn cn non cnn arc n ran n cnn n cnn nana cnn nn nr n rra n rra nr rana nnnnnnnns 130 5 0 Enrolling An Employes coin trata e eS ae cti 133 6 0 Fingerprint Mana e xiii aras ab dde danas ean en eb adidas 133 A A O 134 MOS SEU asset acs rs Sar ca a o 135
78. Preview This button will allow you to preview the global record addition and show any conflicts and exceptions that may come about from the change No changes will be made during the preview operation Criteria The criteria allows you select who will be included in the Global Record Addition If you have any questions about this feature refer to the Criteria section on page 85 4 12 Export Raw Hours See Section 4 7 Export Information for information on this feature 4 13 Approval Manager Each shift entered into the system from the On Screen TimeClock or Remote Data Terminal or shifts entered manually can be approved by a manager and or an employee using this function TimeClock Plus 4 0 47 The approval manager is used to determine the approval status of shifts within a specified date range Approval is granted to shifts that are displayed by clicking in the first or second column of the list The first column represents manager approved The second column represents employee approved Dabeeho eemnine Fon faucet m o owen a bl ho wisa FF edi that de mol het turleri appeal FF Wiese chs that do rol hyse mearagerrard apparanl PP Shom onk chit that rapra approval bared on tha ruini imamation Hirisi Tinea In Tere Ou dob Dede TO His TSN Ima HIDDEN Sires Dios ifient His 0304100044 MATH 1100H Bore Dice Tier Hilos CMM THA LT OPH loess Dice Tttent Miller TAIA GE TOOPA Sires Dios Tiani Hii 05063004 DE TDP Ciara ifient H
79. Sede OR Lo ies Fe A em te ee te Cu Teor ogy Se Hic lace AN aS Hci ge pa E a a ri A 1 es This screen is divided into several sections At the top left is the employee list All employees accessible by the current user are displayed in this list This list can be sorted in ascending or descending order by clicking on the column headers of the list To select an individual to edit you can either enter their number in the Goto section and press ENTER or you can double click on their employee information in this list At the upper right is the hours window This window contains the hours worked for the selected employee and period It also contains special fields such as M and E which represent Manager and Employee M and E approval Note that indicates if the shift segment has a note attached and B that displays if the shift is tied together with a break If a shift in this window is highlighted in red the shift contains a break If a shift is highlighted in green it conflicts with another shift in the list At the lower left is the Accrual Information window This window lists accruals for the employee and the estimated time remaining in each accrual Note that the Accrued value is only updated when the week is closed using the Close Week function and will only be accurate up to the date of the last week that was closed The system will attempt to estimate the accruals that remain based on hours used during the weeks that have not been clo
80. TimeClock Manager allows management to perform all management tasks in the TimeClock Plus system Tasks such as adding individuals to the system editing hours printing reports and exporting data to payroll can all be done from the TimeClock Manager TimeClock Scheduler TimeClock Scheduler is used to build employee schedules It is necessary to schedule employees in order to take advantage of absent and tardy reports as well as rounding to scheduled shifts Time Server Time Server is designed to run on a workstation or server This program allows your other workstations on your network to obtain the time from the workstation running Time Server This application is only available in the network version of TimeClock Plus WinRemote WinRemote is designed to run as a desktop application on Windows 95 and above or as a desktop application or service on Windows NT 4 0 and above This program is used to control Remote Data Terminals RDT that are connected to a PC AutoUpdate AutoUpdate is designed to periodically update the TimeClock Plus applications using the Internet This application should be run on a regular basis to ensure that you are running the latest versions of all software The workstation using the AutoUpdate program will need Internet access 2 TimeClock Plus 4 0 Report Printer The report printer application is used to view reports that have been printed to a file This application can be run from any computer even if TimeCloc
81. TimeClock Plus v4 0 for Windows First Edition Printed April 15 2001 San Angelo Texas Copyright 2001 Data Management Inc All rights reserved Data Management Incorporated 3322 West Loop 306 San Angelo TX 76904 915 223 9500 sales timeclockplus com TABLE OF CONTENTS Welcome to TimeGlock PIUS oasis a erent ee ini Rae reed 1 Minimum Requirements asien AA a eee a ad 1 How this user manual IS OrganZe d occas cocina a bi aa be 1 Included Applica NS vt coi cie tit ld Dd tada any co 1 Optional Accessories and Software oooonncnnnccinnncnnnocnnnecnnnrnnnnr rre 2 Whats New in Version A Discos 3 TimeCGlock Manag recio tii a il 3 o tas copetuan tive Ue ccthun se evaurenhGse oer alec r A e A esate 3 MHIMEGIOCK WINRE MOLE is ci ataco pad 4 A degen eee ey i ia a E T E ete eee ei ci ee eee ee re 4 On Screen himeGloek cional atada in WER ete ended ana a a a antenatal 4 Job Costing Module sse tuna thee re ae vied dn ar te ie aa period crol lio ae 4 Getting Started with TimeClock PIUS eccccsesseeeeeeseeeeeeneeeneeeeesseneeeeesseeeeeeeseeeeseeseeeeeeeenseeeeeensseeseeees 5 Installing the Single User Version of TimeClock Plus 4 0 cceeceeeceeeeeeeeneeeeeeeeeeeeeaeeseaeeeeaeeeeaeeeeaeeesaeeseaeeseaeeseaeeseeeseeeesaees 5 Installing Multi User Version of TimeClock Plus 4 0 oooooonncccinnccnnnccnnocnnancnnnnnn conc nrnnn cnn cnn 6 Setting up a Serial Remote Data Terminal ooonoconccinicinnccnnnccnoncnnnnnnnnn
82. a dec nau tie risia ceed gob mod cicos ce be adding ihe Le io has e roer mbais mhie m er ri el rr sih tr e mied CE 0 ed 0 From this screen you can add edit or delete accrual rules from TimeClock Plus NOTE Once a rule has been created in the Accrual Rules you must assign it to individual employees from the Accrual tab while editing the employee See page 29 for more information 10 Click on the Close button in the Accrual Rules screen to return to the Quick Setup Wizard 11 Click on the Next button to continue to Template configuration 10 TimeClock Plus 4 0 Templates are used to preset common information which applies to multiple employees To edit a template double click on the template in the list on the left To add a template click on the New button Enter the appropriate information for the template in each of the tabs For detailed information on creating or editing templates refer to page 36 13 Click on the Close button to return to the Quick Setup Wizard 14 Click on the Next button to advance to the Miscellaneous configuration window TimeClock Plus 4 0 11 Hga do pra neit ba hee inedividiatda baag iachad E Nps Firth Beck This section will allow you to determine what you want your individuals to be referred to throughout TimeClock Plus If you were tracking employee hours you would want the references to be employee If you were tracking students you would want the references
83. ad be cocks ehar Ce eB i er or e ie To configure a certain type of badge select it from the Entry Location drop down box and then select the options for the badge type Use all characters in badge If selected the entire badge will be used as the input for this item If the length of the badge exceeds the length of necessary data the data will be truncated to the length necessary For example if you have a badge containing 20 numbers and you swipe it when asked to enter an employee number only the first 10 numbers will be used Use portion of badge This option allows you to use only a portion of the entire badge For example suppose you have a student ID that contains the student s birthday followed by their id number This option could be configured to determine the badge number by looking at characters 9 18 on the badge This would ignore the first 8 characters of the birthday Use last characters in badge This option allows you to use only a set number of the last characters in the badge If for example you had badges that varied in length but always contained the employee number in the last 10 digits you would enter 10 in this field TimeClock Plus 4 0 111 Communications Serial Communications Configuration The Professional Series Remote Data Terminals operate at a higher baud rate than the standard Remote Data Terminals If you have a Professional Series i e biometrics you should set the baud rate t
84. ad in its entirety before you begin using or installing your fingerprint scanner and software associated with it The fingerprint scanner can be in several forms including a keyboard mouse stand alone parallel port Hamster or a USB Hamster 1 0 System Requirements The installation of this hardware and software requires the following USB e Windows 98 Windows 2000 USB is not supported on Windows 95 or NT 4 0 e USB connector on the PC where the reader will be attached e Pentium 66 or better computer system PARALLEL e Windows 95 98 ME or NT 4 0 2000 e A parallel port that is configured for EPP or ECP mode and is working properly e Pentium 66 or better computer system Installation The following instructions will aid you in the installation of the fingerprint scanner on your system After physically connecting the fingerprint scanner it will be necessary to install the software that will configure your computer system to use the scanner It may be necessary to restart your computer several times as indicated in the following instructions This installation is divided up into two parts Installing and Configuring Hardware and Installing and Configuring Software It is assumed that you have already installed and setup TimeClock Plus on your system before you begin installing the fingerprint scanner and TimeClock Plus fingerprint software 2 0 Installing and Configuring Hardware NOTE If you are installing USB proceed to the next section To
85. als will be processed for the report Refer to the criteria section on page 85 for more information Print This button will allow you to print preview or adjust the settings for this report 52 TimeClock Plus 4 0 5 3 Employee Job Information The Employee Job Information report is used to report what job codes an employee is currently assigned and can also include additional information about each code Job Information x IV Include date of rate changes Include classification Y Include export code IV Include social security number IV Include only clockable codes Print only these codes 2000 2500 3000 amp Criteria S Print Close This report can be customized by checking or un checking individual options in this dialog Print only these codes This option will allow you to print only a specified range of job codes to be specified in this box Click on the ellipsis icon to view a list of all available job codes Criteria This button will allow you to select individuals to be included in the report Refer to the Criteria section on page 85 for more information Print This button will allow you to print preview or adjust the settings for this report 6 0 Export Menu 6 1 Pay Period This option is used to export calculated payroll information to a file for use in another application such as a spreadsheet or payroll application Once the file is exported yo
86. and the user changes cost codes throughout the day the auto deduction will only be taken if the job code and pay rate for the entire shift remain unchanged NOTE Auto deductions do not take place at each increment of the amount entered For example if you entered to auto deduct 15 minutes for shifts over 4 hours the most that could be deducted for a shift would be 15 minutes If an employee worked 12 hours only 15 minutes would be deducted If you want to deduct 30 minutes for over 8 hours and 45 minutes for over 12 hours these deductions must also be entered Also if multiple deductions are entered only one will be used 66 TimeClock Plus 4 0 Clocked Breaks Paid Not Paid Clocked breaks are breaks are performed from any of the TimeClock Plus applications using the Break key This option determines if breaks taken while clocked in under the selected job code will be paid or not paid If breaks are set to be paid a number of minutes to pay must be entered Breaks are paid if they do not exceed the value entered in the Clocked breaks are paid if they do not exceed lt x gt field If they do not exceed this amount the number of minutes entered in the A maximum of lt x gt minutes are paid field are considered paid Example if you pay employees for breaks of 15 minutes or less you could set the first field to 20 minutes and the second field to 15 minutes If the employee takes a break from 1 to 15 minutes they will be pai
87. aring overtime 30 TimeClock Plus 4 0 Note This will only restrict a clock in operation If they reach overtime while clocked in they can continue to work To prevent this use the Approaching overtime report see page 151 Other Settings Use Default Information If this box is checked the default information that you specified earlier in the Employee Default Information section will be used instead of the information contained in this tab Misc Tab This tab contains miscellaneous information used for tracking fields Pos sera rial ie apres e ee pl nan bach D Gai cole ed le pre her hey piped bee Mhr e ran e chee 1 i z E 3 i F Y T Th t FETITE Miscellaneous Fields This section contains several fields that can be used to store custom information for the employee The descriptions for the fields can be set in the Configuration Preferences Defaults Fields Tab see pg 81 Options To enable the following options place a check mark in the box next to the option A manager must approve shifts worked before the week can be closed If checked all shifts for this employee must be approved by a manager using the edit hours screen see pg 40 or the Approval manager see pg 46 This individual must approve shifts worked before the week can be closed If checked all shifts for this employee must be approved by the employee before the week can be closed This approval can be performed by the employee
88. ata Terminals have the ability to receive the time from the PC controlling the terminal or from a Time Server If you have any questions about the Time Server program please refer to the Time Server section of this manual In order for the Remote Data Terminals to receive the time from Time Server the settings in the Time Server Tab must be configured Pocky rs Tere Se tree E Erabi Tea Sire Eiri Demn tika TL Pert T hr ips eam d i ea en ORE Tns Krh UE Das bhiad igear ip h he A Faria eS r A a eT fea connected Po a deia ru Oe al iai Si Mein da Peer Same mri J Ooa c j t Enable Time Server This option must be checked for the WinRemote program and Remote Data Terminals to receive the time from Time Server Server Address This is the IP address or name of the server where the time server is located Port The default setting for this option is 37 This should not be changed unless instructed to do so by a TimeClock Plus Support Technician Server Type There are 3 server types in which the WinRemote software is able to receive the time while running the Time Server program 1 Version 4 0 Time Server DGRAM This is the recommended configuration It uses connectionless datagram sockets to obtain the time It is the fastest and most efficient method 2 Version 4 0 Time Server STREAM Choose this method only if the server being used only supports stream sockets This option is
89. ateagediariagdes 63 A NA 64 A A la 64 8 0 CONTIGUA ION MO td inn 64 8 1 Master Job Code iS a sd 64 8 2 Master Gost Code LIST r a a aa ic dotar 67 3 3 Accrual RUES ratico a a lado a E a 69 8 4 Holiday Calendar viii td sili thee lie abi ales id 72 AI O A 73 80 Preferences ic a cl 75 8 7 MINOrLFAaCckINO sii i are a a a ela a daa Ea aa aa a e Aa ae AAEE aLe a raa ae Da E TESE Asana naa EEA Aata 81 3 0 RAS WO ERPE A E EErEE E OE T A EAE PEA EE E TETEE 82 A E EE AN NA 82 eMo ETEN o aane aa T EE a caian 83 10 0 Reports AppeNdlX cocoa ici a AAA aaa aaa ANA ea ici dica 83 LOT Payroll Re OTIS ide 83 10 2 Job Code Reports ar Sina atesen tides batea 84 10 3 Period REPOMS ysis Meine a Ania tes ceva okie vada a a Manoa ea aa a Ea eaea anata a aa SEA Eaa eaae a aa gh aaien 84 aKO eTA ETS D EEA EFATE A TA SLSR E AENA EAE AAAA EAEE AATE EAT 84 ORME Eae e O N EA o E A E E EE A TE datos 85 10 6 Cost Code Reports Requires Job Cost Module oooonocccnncccnocccoccconocanonccnoncnnoncnonn canon cn nan nn nn nc nan cnnn nr nar nc c rn cara nccnnnr 85 TO ACUSA io tia 85 NA AA seceks ceassendedtsdcadtngsssncenceicudade tecs cutasedcededent suas suas sduanceecsvdcdcodeceseaesddedaedesbceys 85 TimeClock Schedule siewivivesicdacscvasscvansanaacesdsaaavdanteundccuanavuenwccensdynassvaesaneeusadnadvivnedsuacscbbsacbbasntedmedeuenaveians 87 1 0 Flle MENU cio iii 87 AS SN ea E ha oe EN ee otal lca EE A ET 87 1 2 IMport SChedule Dalai iia 88 V3 Export S
90. ation screen will appear Edi Company Undine matim El Dala Decio E PROS AAM FILEEAT MECLOCE PLUS PDATAY Carcel You can select a new data directory for this company by clicking on the ellipsis icon in the text box You may also edit the name of the company if you wish to change it Create This option will allow you to create a new company If you have the multi company module installed any number of companies can be created If this module is not installed only one company can be created Eras ar D paba ho the orase Thea ID nerves sl be umaj bo eres the comect company e beng sccesmed by the cient cobras Dhat t Ender the name la thn compar The compare nao rel Appa ii apai foiiis and in dle ti of chee Or Harve o oe 1 Enter the ID number and the name for the company in the space provided When both fields are entered click on Next to proceed to the next page or Cancel to cancel the company creation ID Number This is any ID number that you decide to use as long as its not being used by another company The ID number is used to make sure you map the correct company from the client machines Name This is the name of the company that you are creating TimeClock Plus 4 0 21 2 In the data directory dialog enter the location where you would like to store the data for this company If previous versions of TimeClock Plus are installed on the system you have the option to
91. ator The TimeClock Plus folder should be available to all client computers During the server installation a file named CLSETUP EXE is installed in the directory you specified This file is used by the client machines to install and update the necessary files for running TimeClock Plus Each client machine will require access to this file and all of the other TimeClock Plus files in this directory If you are unsure about setting permission on files please consult with your network administrator Clients need Full Control permission to the TimeClock Plus folder on the server 2 Run CLSETUP EXE from each of the client workstations For example if you have performed the server install on a machine called SERVER and created a share on that machine called TIMECLOCK you should run the file named SERVER TIMECLOCK CLSETUP EXE from each of the workstations During the installation you will be prompted to enter the directory where the server installation is located This is the directory that you noted earlier 3 The client install will prompt you to select the applications that will be run from the workstation Select the applications by placing a check next to each 4 Click Finish to complete the client installation Now that you have installed the software the next step is to set up the company Follow the Quick Start Guide as shown below This should be done from the Server machine When you launch TimeClock Manager for
92. ay need some special attention by you as the user Below is a list of these functions that you may need to reference while configuring or using TimeClock Plus Closing the week Every week must be closed No matter what your pay period is close the week every week You should do this after editing hours so that accruals will post correctly Closing the week archives the current week data files and moves them to the history files For more information see page 23 Dates and Times Whenever you are prompted to enter a date or time you may either enter it directly into the box or click on the icon next to the edit field and a window will appear allowing you to select a specific date or time Times can be entered in either 12 hour or 24 hour format with or without a colon The following entries are acceptable and all refer to the same time 5 15PM 5 25p 515PM 17 15 1715 515p 0515p Dates can be entered using the full year such as 1999 or they can be entered without the century information such as 99 for 1999 For entry of most dates in TimeClock Plus values of less than 70 for the year are treated as being in the 21 century while values greater than or equal to 70 are treated as being in the 20 century For example if you enter 1 1 01 TimeClock Plus will assume you mean 1 1 2001 If you enter 1 1 98 TimeClock Plus will assume you mean 1 1 1998 Calculator TimeClock Manager includes a pop up calculator that can be accessed from the Tools menu
93. b information 53 Job codes 54 Pay period 52 Raw hours 46 54 Schedules 88 Export As 68 Export Code 25 Filter 85 Fingerprint Manager 133 Footers 82 Force badge 109 Force overtime 27 42 43 65 92 Frequently Asked Questions 137 Getting Started 5 Global Modification 39 Global Record Addition 45 Glossary 135 Hamster 2 129 History Accruals 31 Editing 45 Hours worked 45 Raises 32 Holiday Calendar 72 Holiday pay 28 Hour Edit Log 60 Import 135 Employee Hours 19 Employee Information 15 Employee Job Information 19 Schedules 88 Index Databases 57 Schedule files 100 Individual Schedule 89 Install Client 6 Quick Setup Wizard 6 Server 5 Single User Version 5 Installed software 102 Job Code 13 26 135 Add Edit 64 Auto out 67 Delete 67 Export 67 Import 67 Job Costing 2 81 118 137 Miscellaneous fields 81 Status 81 Job detail 31 Labor Cost 58 77 135 Scheduled 101 Landscape 51 Language files 105 Last punch 54 Launch Menu 83 Linc module 119 Locate 11 Login 19 88 Logout 19 88 Management message 48 Master Cost Code List 67 Master Job Code List 64 Messaging 47 History 48 Minor Tracking 81 Miscellaneous Fields 30 Move employee 36 Necessary Shifts 97 Add 97 Build from schedule 98 Copy 97 Edit 97 Re build from schedule 99 Notes 34 On Screen TimeClock 2 4 44 76 78 79 82 83 107 115 130 T
94. by clicking on Criteria Refer to the Criteria section on page 85 for more information 7 Click Process to perform the export using the specified settings Module Settings The module settings are based on the import capabilities of your accounting or payroll package Some of the module settings will not be available for certain export formats Split export by Job Code If this setting is checked each unique job code the employee has worked will export separately For example if an employee works 10 hours in job code 1 and 5 hours in job code 2 the hours will be reported as 10 and 5 if this option was checked or as 15 if it is not checked Split export by Rate of Pay This setting works similar to exporting by job code as described above but is based on unique rates of pay Split export by Cost Code This function is only available if the Job Costing Module is installed and the selected module supports this feature This setting functions similarly to splitting by job code as described above but is based on unique cost codes Export hours for salaried individuals Each export module handles this option differently In some instances the salaried individual will be exported using special salary codes unique to the payroll or accounting system With other packages their hours are exported in the same manner as regular employees Export tracked field 1 2 3 If checked information entered in the tracked fields will be totaled and
95. by running AutoUpdate and clicking on the Installed button Current week The current seven day workweek in TimeClock Plus This seven day period is incremented each time the Close Week operation is performed You can find the current week by looking at the status bar located at the bottom of the window in TimeClock Manager Once this seven day period is over hours should be verified and the week should be closed Data directory A directory or folder on the hard drive of the computer where the TimeClock Plus data resides In the case of a network installation this is a shared directory on the network server All information for a Company is stored in the Data directory for that company Ethernet Ethernet is Export The ability to get data out of TimeClock Plus where it can be imported and used by an outside source such as a payroll package or a spreadsheet TimeClock Plus allows the exporting of raw hours and employee information It also allows you to export calculated payroll data Import The ability to bring data into TimeClock Plus from an outside source TimeClock Plus has the ability to import raw hours employee information job codes and cost codes Internet Access The ability to connect to the Internet through a dial up modem connection or directly through some other connection such as DSL cable modem or a T1 line You need this in order to use our AutoUpdate utility to automatically download and install any TimeCl
96. chedule Data vse 2 a a tired 88 A AS OGI ELOY Uta da E E rod Ab eiii 88 No Preferences mi da es BH SS doo a e e o Eo E eet Si Mes oo dd Bead ibe 88 1 6 Print SUP ac i ec ea ee ives it ee eed de PISA 89 ar p EE Be a RA or a TRB AE ATR BO POR 89 LO VIMEO eden sdtecl anncedencvencnchaserencievaiteceatestunstsncndsstszendeadducdusanslsndnstansnzasesasias 89 2 1 Employee Schedule sche sot Seth Becht An ioke eee A Oc td add sheng Me ois toh ote eee 89 2 2 Weekly Overall Schedule dida Dalia act 92 2 3 Daily OveralilSchedqule caco diaria 93 2 4 Change Schedule Crit iia cod 95 22 OOM BAM cick NA 95 3 0 Reports MeNU cccnnncccnnnninnnnccccnrc rr 95 3 1 Perlod Reports oros ra et 95 AO TOO1S Men bad 97 4 EditiShitt Poli a tet Seb A ida 97 4 2 Edit Necessary lla tt eee tc a a eii Ta AEE do led case 97 SNA A 98 4 4 Re build Shift ASSignMents ibomiciin td EE 99 4 5 Edit Employee Availability oooconio iria a al 99 4 6 Edit Employee Schedule Requests ccescccecceseseeceneeeeeeeeaeeseaeeceaeeseaeecaeeseaeesaeeseaeesaeeeeaaeseaeeeseeseaeeseaeessaeeseeeeeaeeseaes 99 4 7 Delete PastSchedules ita O A Sede eA Cda 99 4 38 Re index Data Files ui tecapassdeses E 100 4 9 Optimize Data Files cuco ase ns ee vided eee E hee vce nee eer 100 4 9 Transfer Job Information asociar ado ara iaa 100 4 11 CGalculate Scheduled Labor Costera tl ie 101 TIimeClock AuUtoUpdate oia alli ici 102 1 0 AvalablO tua a a da 102 2 0 Update Disk
97. cheduled for the day sorted by the time the segment starts Each day in the date range specified will be printed on a new page Individual job codes can be selected to include in this report Daily Schedule This report will print all shift segments scheduled for the day sorted by the time the segment starts Each day in the date range specified will be printed on a new page Daily Visual Schedule This report will print a visual representation of the schedule for each day in the date range specified Estimated Scheduled Wages This report will print the estimated wages for individuals that are scheduled for the period specified The wages are estimated and should not be used for payroll calculations Job Code Detail Report This report prints detailed information for each job code that is selected including all shifts scheduled and subtotals for each Necessary Shifts and Necessary Shifts w Assignments This report prints a list of all necessary shifts for the period and the individual that is assigned to fill the shift Time Coverage Report This report prints a graph showing how many employees are scheduled during an increment and time range that you specify Individual Schedules This report prints individual schedules for each employee scheduled during the period specified If the period specified covers more than one week multiple individual schedules will be printed for each employee Weekly Schedule This report prints the weekly schedu
98. code for an employee will always be the first job code presented when the employee is clocking in and out of the system Several payroll interface modules also use this job code as the home department TimeClock Plus 4 0 27 Force Overtime Tells the system that no matter where a shift worked in this job code falls during the week it should always be treated as overtime 1 or overtime 2 Ask Cost Code If this is checked then the employee will be prompted for a cost code when clocking in on this code Remove The remove button enables you to remove a job code from the selected employee A job code should not be removed unless it is no longer necessary for reporting purposes Raise The raise button is used to give the employee an increase in the rate of pay on one or more of their job codes When this button is clicked a raise dialog will appear allowing you to select particular job codes that are to be given a new rate of pay All raise operations performed from this screen will be logged to the raise history located on the Cumulative tab Overtime Tab This tab is used to configure overtime settings for the employee SL Vem ideii Homes Poeun Bie Commitee bo he irm es Tom ma daki p dai O ieai 0 La a bate Casa Cedars Inem 150 desir Erp T 11 dary Jer ue mini Ep mahri of brpa ie ii iam T ika fa ubas Dva E EE 1 le de ok a r AN EG 1 rary is ri eeik reie El ss em 1 Filmy i 1 cl miri
99. codes 2000 2500 000 Oros the puniber of oparia Four have been obisined ue only he how that fall bebesen pom aed 60 00 o ie eres e Select what the rule is based on by clicking on one of the two radio buttons at the top of the dialog Accrual is not based on hours worked in the week being closed An accrual that is not based on hours worked is one that is just posted on a regular basis regardless of hours worked An example of this type of accrual would be if an employee earns 8 hours of sick time on the last day of each month Accrual is based on hours worked in the week being closed If this option is selected the accrual will be based on the number of hours worked in the week being closed The number of hours worked in the week that match the criteria selected in this dialog will be referred to as counted hours for the remainder of the accrual rule configuration Regular Hours If this box is checked the regular hours worked in the week being closed will be included in the counted hours Overtime 1 hours If this box is checked the overtime 1 hours worked in the week being closed will be included in the counted hours Overtime 2 hours If this box is checked the overtime 1 hours worked in the week being closed will be included in the counted hours Hours in non clockable job codes If this box is checked hours worked in non clockable job codes i e sick and vacation will be included in the counted
100. configure the Subnet Mask You will configure the subnet mask in the same way as you configured the IP address Press Enter to continue after you have entered the subnet mask numbers The subnet mask used should match the subnet mask on the network where the terminal is being configured 7 The RDT will prompt you to Update Linc Press YES Enter This will update the Linc on the RDT If you made a mistake during the setup process press NO ESC to cancel any changes 8 The RDT will again prompt with Ethernet Setup This option will allow you to make changes to the setup that you just completed If the settings are correct press the NO button to proceed to the next step If you need to make changes press YES to return to the Ethernet step and return to step 5 to repeat the configuration 9 The RDT will prompt you for an Auto Test Press the NO button 10 The final RDT prompt will be Exit Offline Mode Press the YES button By exiting offline mode you place the RDT back into a network mode The self test will be performed and you will be returned to the Waiting for Host display Once complete the terminal is ready for use 2 0 Configuring the WinRemote Software for the Ethernet Terminal Once the Remote Data Terminal Ethernet settings have been configured the WinRemote software must be configured to drive the terminal For information on configuring the WinRemote software refer to the WinRemote section of this
101. cormals Cairualabe Abrant and Tandy Bowie Weekly File Updates Cumulative Totals e Updates Accruale Updabe Absent Taide Dalal Complete 1 8 Print Setup This option is used to set your default printer and settings through windows as with any other windows program 1 9 Exit This option will exit you from the TimeClock Plus Manager program 24 TimeClock Plus 4 0 2 0 Edit Menu The Edit menu allows you to cut copy and paste text to and from the Windows clipboard 3 0 View Menu This option controls the visual adjustments of what users want to see as they are operating in the TimeClock Manager environment Tool Bar This enables and disables the tool bar viewable at the top of the screen Status Bar This enables and disables the status bar viewable at the bottom of the screen The status bar contains the current labor cost current system date and time and the current TimeClock workweek 4 0 Employee Menu 4 1 Add Edit Option This menu option is used to add an individual to TimeClock Plus or to edit information for an existing employee To edit an employee you can either double click on the employee s name in the list on the left or enter their number in the Go To box in the upper left corner of the window and press ENTER You can traverse through the list of employees using the Prev and Next buttons located in the lower left corner of the window The order in which the employees
102. cription for the holiday in the Description field 3 If you would like this day to be treated as a holiday in the system select Report shifts started on this day as holiday hours If you do not want to report the date as a holiday select Do not report shifts on this day as holiday hours This is useful if you would like to add additional days such as birthdays that are not holidays 4 To save the holiday click Ok To close without saving click Cancel To remove a holiday 1 Click on the holiday in the calendar 2 Click Remove 8 5 User List The User List function allows managers to add users to TimeClock Plus and control the user s access throughout the program In most areas of the system if the user does not have access to a particular function it will not be visible This can be useful if you are trying to make the program easier for users that do not need full access to all of the features 74 TimeClock Plus 4 0 Lied Pa Final BRASA dond TE HOR CP histor lod ii Leer Pl ers g pee wie PF Weer com cee peop antes ual aye B leiri ree H Teh a F im e dl Ori ini Moers pi raie iai kippe ma cep ii F lbe or mh neie rd t D iisi r E Premin b E Leo i dr oca la Liai Bi cis ts Ma Cod see bo eqn epee be T Uri kpiny miria med oy eer ees i w p ed This screen is divided into two sections On the left of the window is the list of users currently configured in the system On the right
103. ction was made Break lengths can now be rounded for easier hour calculations Many added user restrictions for greater control of user access Calculator is now able to compute totals for hours in the Hours Minutes format Added export capability to the Master Job Code list Now able to disable Auto Deduct when adding a shift in Edit Hours Added Approval Manager for determining shifts that have or have not been approved by employees and or managers Reports Fully customizable reports allowing each report to be customized individually including headers which allow company names to be entered i e Complete Payroll can be changed to Joe Bob s Payroll Report Any printable font can now be used for printing reports Reports can now be printed for an extended period of time whereas most previously were limited to one month Reports can now be printed to file and can be viewed with the report printing application at another location that may or may not have TimeClock Plus installed Ability to change the format of the time shown on the reports to different formats such as military time hours minutes hours hundredths Several additional reports including a long shift report accrual history and schedule variance 4 TimeClock Plus 4 0 TimeClock WinRemote e Added more user level restrictions for editing hours on the Remote Data Terminal to restrict what operations can be performed e Ports can now be described for easier ide
104. d or time spent on the Ride Mower on the Franklin Yard Description This is the description of the cost code Export as When performing a payroll export using the Pay Period export function all cost codes will export using this code This code represents the code used for this cost code in your payroll or accounting system Date Added This is the date the cost code was created or added into the system Status This is used to report the status of the cost code such as open closed in progress etc The status codes are set up in the defaults screen See pg 81 TimeClock Plus 4 0 69 Cost code is currently active If this box is checked the cost code will be active and employees will be able to use it while clocking in and out Custom 1 2 3 4 The custom check boxes are user definable codes used to track specific details about each cost code The names of these fields can be defined in the TimeClock Plus defaults see pg 81 8 3 Accrual Rules TimeClock Plus allows for users to create customized accruals These accruals can be based on time worked by employee or can be routinely posted at regular intervals regardless of time worked The accruals that you create and setup in this option can be added individually to each employee in the system from the Accrual tab while editing an employee They can also be set up in the Employee Default Information and shared among several or all employees Tarin apie
105. d bel Ligam ll pr ix Fil e ia 131 a AAA hr de Do le pam bas a Le a ar a eae p amare Fi a E 408 at Tera Pri m E bmm O A iz ce 12 baa siaii a De LS a iaia di vr cer ian ae ima 135 ben Do C kiaia le ral im et Birra E ik N me Heft w hi agi rpa oe 1 ie T 11 aita Iiii a wn Overtime Calculations This section allows you to set how overtime is calculated for the selected individual The overtime calculation method has nothing to do with pay frequency For example you may pay all of your employees weekly overtime for a semi monthly pay frequency The following options can be set in this section Weekly Overtime Overtime is based on an X hour workweek Any hours worked over X begin to count as overtime This can be adjusted per individual Some people may be set to reach the maximum of their regular hours at 20 or 30 hours whereas others may be set to 40 hours Bi Weekly Overtime Bi weekly refers to a period consisting of two consecutive pay weeks treated as one The overtime is calculated on a 14 day workweek instead of a 7 day workweek Bi weekly overtime occurs when a company pays once every two weeks and overtime is calculated on this two week period For example an employee may earn overtime for any hours over 80 worked in the 14 day workweek Do not confuse this overtime method with paying employees every two weeks with the overtime based on a 7 day workweek Note To ensure this is calculated
106. d for the length of the break If they take from 16 20 minutes they will be paid for 15 minutes Minimums and Rounding Tab This section is used to enter break minimum lengths and break rounding settings Iian Boros Mirra aral Fang Aar aa hires aed unig Ba e fies L Lize compare raia m r i ee ed ing b Lie A p Hi a i cele F Eracar aai engh a fa reaps E Anal ibeiimpsssi E mr Fih Tama Asad ede Cia Sagredo feud ri HOTI capena o e pd od is ha a ae kirg la Fa caapi i ye ao ba peared rro paaa 1 parh be heitt 2 eeu pej gee Irai sank ba br or nadas de o te Break type This option allows you to specify which break type to edit Break types can be defined in the defaults section see pg 76 You can have up to four different break types If you wish to change the settings of a particular break time select it from the combination box and make the necessary changes Break rounding as well as having multiple break types is new to 4 0 While keeping the break process simple there are now additional options that can handle more complicated break rules Use company wide settings for minimums and rounding This setting refers to the company wide default settings in the TimeClock Plus defaults see pg 80 If all break information is the same for all job codes the easiest method of configuration is to set the company wide settings and only override these settings when necessary Use the following settings for
107. d section of this manual on page 5 to walk you through the Quick Setup Wizard 1 7 Close Current Week TimeClock Plus requires that each week be closed after all hours and information has been verified for the week During the close operation information for the current week is moved to history and all accruals absent tardy history and cumulative totals are updated in the employee information The close week operation is one of the most important functions in the system Prior to closing the week you should verify that all hours for the period being closed are accurate by using the Edit Hours function to make any changes necessary Although each week in the system must be closed you are not required to perform this operation as soon as the week is complete The system will allow you to maintain up to several weeks of data in the system that you can close out when you are ready to do so It is however recommended that you perform the close operation on a regular basis because information such as accruals and cumulative totals are updated at the time of close If you have not closed for several weeks the accrual information will only contain information up to the week that was last closed If you encounter any problems during a close week operation you should contact TimeClock Plus support to ensure that no data is lost Fleckup Imports Files Emplopee Liri Weekly Infomation Hinioay Files Ephi Fist a Colealabe Hours Calbcidate Ac
108. different parts of the footer To configure the footer 1 Select the section of the footer to edit by clicking on the Left Edge Center or Right Edge edit control 2 Enter the text you would like in the selected section of the footer To insert a field at the current cursor location double click on the field in the right list box 3 Repeat steps 1 and 2 for each footer section you would like to edit 4 Review the footer in the preview section If it is correct click OK to save the changes If it is not correct make the necessary changes or click Cancel to exit without saving the changes If you would like to return to the default footer information click on the Default button The items will be returned to their original settings 9 0 Launch Menu TimeClock Scheduler Launches TimeClock Scheduler to allow you to schedule your employees AutoUpdate Launches the AutoUpdate program to allow you to obtain software updates for all installed applications via the Internet On Screen TimeClock Launches the On Screen TimeClock application used to clock in and out WinRemote Launches the WinRemote application witch is used to activate Remote Data Terminals Command Prompt Launches a command prompt 10 0 Reports Appendix 10 1 Payroll Reports Complete Payroll The Complete Payroll report consists of one page for each employee detailing each shift breakdowns into overtime totals for each week and for the entir
109. down buttons that allow you to perform copy and paste operations select shifts from the shift pool or necessary shifts and display detail information about the week being scheduled The middle section of the screen contains the current schedule for the employee The cursor keys can be used to move throughout this section To edit or add a shift select it and press ENTER or double click on it with the mouse The lower left corner of the window contains a summary of information about the week or weeks being scheduled As you schedule shifts this information is updated to reflect the new totals The lower right section of the window contains schedule requests made by the employee These requests can be entered from the On Screen TimeClock or from the requests section under the Tools menu in the Scheduler application Tool Bar Copy Button The copy drop down button allows you to perform various copy operations for the schedule Copy Day This function will copy the day that is highlighted and put it on the internal clipboard This basically works the same as copying and pasting in a word processing document The information in the selected day can be copied and pasted into another day in the schedule using the Paste Day selection Copy Week This function will copy the week for this individual to the internal clipboard You can then move to a different employee and paste the week or you can paste the week to another date in the current employee s sc
110. ds This is helpful to understand what the different buttons do especially if the text is not displayed on the buttons Minimize to system tray If this option is checked whenever the program is minimized it will go down to the system tray lower right hand corner of the screen where the clock is located otherwise it will go down to the toolbar at the bottom of your screen When minimized to the tray it will appear as a small yellow clock Display as a tool window If this option is checked the window will be displayed with a half height caption bar This is useful if you are attempting to minimize the space taken up by the On Screen TimeClock window Note that when this option is enabled there will be no system menu or minimize button To access the settings right click on the caption bar and choose Configure from the menu displayed Display Exit button If this option is checked the Exit button will be displayed along with the various buttons for clocking in and out Display View button If this option is checked the View button will be displayed along with the various buttons for clocking in and out The view button is used for viewing hours schedules etc Display Hot track buttons If this is enabled the buttons will display in black and white until the mouse hovers over them When the mouse is over the button it will display in color Display Clock In Out button In some instances you may want to disable the clock in
111. e Finger Scan module 8 Click on the Hardware tab 9 Select the connection location parallel port where the biometric device is connected The most common setting for this will be LPT1 if using parallel or USB if using the USB model 10 Click on the OK button This will return you to the Modules tab of the On Screen TimeClock configuration The initial configuration of the fingerprint scanner is now complete Proceed to the next section to configure the operational settings and to enroll employees 4 0 Configuring the Finger Scan Module This section will walk you through the configuration of the finger print module for use with your company It is assumed that you already have the device installed and have completed the initial configuration in the previous section To enter the configuration dialog 1 From the main On Screen TimeClock window click on the yellow icon in the upper left corner of the window system menu 2 Select configure from the menu TimeClock Plus 4 0 131 3 Enter a user name and password that has access to the On Screen TimeClock configuration 4 Click on the Modules tab 5 Highlight the Secugen Finger Scan Module and click Setup Operations The Operations tab is used to set the circumstances in which a finger print verification will be required This allows administrators to customize verification procedures for daily clock transactions Se nes Hiper ba day Sadie Uparakora Habama
112. e can return and be rounded to 30 minutes The round breaks field is set to round to 15 minutes The first and other segments are set to round up at 8 minutes TimeClock Plus 4 0 67 If an employee attempts to return from a break of 0 7 minutes the break will be rounded to O minutes and the operation will be denied If they attempt to return from 8 22 minutes the time length will round to 15 minutes and the operation will be denied If they attempt to clock in from 23 37 minutes the break will round to 30 minutes and the operation will be allowed Example 2 Company A has a break policy that all morning breaks should round to the nearest 5 minutes Company A should create a Break Type called Morning They should check the option to round breaks and indicate that they should be rounded to the 5 minute increments Both the First and the Second Segment should be set to round up at 3 minutes These settings will round a break length of 2 minutes or less down to zero and a length of 3 minutes or greater up to 5 If you would like to force any break to round to at least five minutes you can enforce a minimum break length of 3 minutes Example 3 Company A has a break policy that all afternoon breaks should always be at least 15 minutes but they do not care if the employee takes the entire 15 minutes If the employee takes more than 15 minutes they want the exact amount of the break to be recorded Company A should create a Break Type called
113. e days you would like this reminder to execute in the Days to activate section The reminder will be activated at the time entered on the days specified 118 TimeClock Plus 4 0 5 To activate the reminder ensure that there is a check in the Reminder is active checkbox 6 If you want to run the reminder only one time place a check in the Run only once checkbox 7 Select the action to perform in the Action section Play audio file This option will play a WAV file at the time specified You must have a sound card installed for this option to function Launch File This option will launch a file at the time specified The browse button can be clicked to open a file browse dialog to search for a file to execute Beep Speaker This option will beep the speaker It is normally used in conjunction with other options such as Display Message and Launch File Display Message This option will display a message to the user when the reminder is activated 8 When configuration is complete click OK to save the reminder or Cancel to cancel without saving the reminder Job Costing The Job Costing section is used to configure job costing related options for the On Screen TimeClock This tab is only available when the Job Costing Module is installed Tevet kook pia E teca Lazos Opara Memri toh Doing Tina ara A TES lead ka pih ce ed pr ire sal ile E ali cmi rode e hr rod E Deia roel cade bale lin brota tc a de e
114. e employee remove the finger from the scanner N Have the employee re place the finger back on to the scanner This is required for a second image of the fingerprint 8 Press the Capture button This will store the Live Image to the Capture 2 screen Once two valid images have been captured the system will prompt you that the employee has been enrolled successfully 6 0 Fingerprint Manager The Fingerprint Manager is used for viewing and organizing employees This program allows users to view which employees have fingerprints on file and which ones do not It also gives users the ability to reorganize the list By reorganizing the list the efficiency of searching through different fingerprints may be increased Users may delete fingerprint files for certain employees from this program if necessary An icon will be installed in the TimeClock Plus program folder when the application is installed This program is located inside your TimeClock Plus program directory under the filename FingerMg exe Once you launch the Fingerprint Manager you will be prompted to select your company if you have a multi company module otherwise the following screen will appear c Laa bisma Fp hy Fe D ntaa a pr ver 1 ra ine jue ka pr al yt tier Daa Tai i HE bimi Fsm ITE isss Largan i Soe iL Hrag l 3 iba Fi im Biy Hra is birimin Haken re tery EF q 1 mi i La 1 Ll ra Pilas 13 Dra Molen 1m Lada aiir pz Ke inka e This
115. e he past ben closed ets ie ca te Depending on the basis for the accrual different selections will be enabled Select the day on which the accrual should be posted Daily The accrual will be based on daily hours worked Note that setting this option will result in the entire accrual being processed seven times for each week that is closed Weekly The accrual will be posted each time the week is closed Monthly on the lt x gt day of the month The accrual will be posted on the date specified each month Monthly on hire date anniversary The accrual will be posted on the same day of the month as the hire date of the employee If the hire date falls on a day of the month that does not exist in the current month i e the 31 in February the accrual will be posted on the last day of the month Yearly on date The accrual will be posted once a year on the date specified Yearly on hire date anniversary The accrual will be posted once a year on the employees hire date The accrual will not be posted during the first week the individual is employed NOTE Accruals specifying a date will be posted when the week containing the date is closed from TimeClock Manager Click on the Next button to advance to the Accrual Hour Options Precari ther crni onde coda hoi men cpu da sora pim Ambas df haara iy wpa Pr aach conan har I Muba of baai hateu mhen accra ptet ion rnu e ourer ta aha pot code ria ead Process
116. e pay period and optionally lines for the employee and manager s signatures Day Breakdown Report This report prints out a single line for each employee showing the employee s number name social security number how many hours were worked for each day of the week and how many hours were worked on holidays It can also be configured to print multiple lines for each week in the date range Estimated Wages Report This prints out a report broken down first by employee then by job code It shows the number of hours regular and overtime the pay rate worked for each job code and the estimated gross wages due this employee Individual Job Report This report is broken down first by employee then by job code It shows the number of hours broken into regular and overtime the tips and hourly rate for the period specified 84 TimeClock Plus 4 0 Payroll Detail This report is broken down first by employee then by job code with totals then by week with totals It indicates the pay rate the clock in time the clock out time SSN employee number regular hours overtime hours and the amount of any tracked fields only on per job code totals It also leaves a signature line for the employee Payroll Summary This report shows hours worked in a summary format Information can be summarized over a period or it can be broken down by week and by job code Tracked information can also be included on this report Payroll Summary v3
117. ea This feature allows managers to Disable automatic deduction for this shift If you create a job code that gets an automatic deduction and for some reason the shift should not get that deduction you can turn it off by placing a check in this box Example Job code 1 is configured to auto deduct 30 minutes for shifts over 6 hours Employee 1 works 7 hours in job code 1 but does not take the 30 minute break Since the break is auto deducted you must place a check in this box to ensure that the break is no longer deducted Force overtime 1 overtime 2 for this record Tells the system that no matter where this shift falls in the hour calculations for the week it should always be treated as overtime 1 or overtime 2 Other Information This section will display other miscellaneous flags for the shift If you edit the shift when it is in history or add the shift to history it will be noted there Split Shift This function allows a single shift to be converted into two shifts This is helpful wnen manually adding breaks To split a shift you must first highlight it in the hours section Hi Infomation Deck lec 17 00 5M on 014 200 Clock Dut S00 PM on 0342001 SpA Indeamation Spl dae 0304200 E Spi hime fz Po ME Maree beben icnding Hate fo Tie arts together th a Tracked indormation staps vahe 0 Firat stilt C Second shalt Enter the date and time to split the shift The date and time must be between the clock in and
118. ecord so only the first record is displayed 3 Click on the Right Column and specify the field where the data will be stored in TimeClock Plus Each field can be mapped only once TimeClock Plus 4 0 17 Select mach held hon lbs impor ka and mapt a bs peop bald m Ha local Emplopees Manba dea First Haras frisag Lad Hara Ali SI diieas Houston Ciy Ts Shes td Socia Seni 1EM Birhrds s mmnm Coste Hired E a ee Notice how the fields are now matched up Offsets Sometimes imported files will include extraneous characters at the beginning of each field These extra characters can be eliminated Select the Offsets Button and the following screen will appear We ihe phir ed rr 7 les om e bebo ho oreraa dared damea Ue ed opel sii ale denn aJi iiih iE Hin aTa aI aT EDS pea armam asiti i enon a Select one of the fields on the Original text side This will highlight it Toggle the Plus and Minus buttons to see the effect You will notice that in the new text side characters disappear and reappear as you push those buttons You may toggle the size of each individual field to format the data before you import it into TimeClock Plus Reset This option will reset the field that you have highlighted back to its original length Reset All This option will reset all of the fields back to their original length Plus This option will increase the offset into the fi
119. ected If the delimiter is not listed select other and a box will appear for you to enter the delimiter used Treat consecutive delimiters as one This option treats repeated delimiters as one instead of separating them For example if space is the delimiter multiple spaces will be treated as one space File preview window This window previews the file that you are importing The preview window will assist you in determining if the file specified is in the correct format 16 TimeClock Plus 4 0 Mie Infarmation Fr EEC Prope Fie Tarei Phos 4 NEmployee impor tr s fal Fishes Deed Asti iet Fezail sige 0 Stig uunai habe eeii Dota me a E Fale labrar Corera mi IT Tiss voresculivs danis 0 00 Tne Adara PES 10h 51 Houston E r a PC 2000 0 20 Tiin imi A cda Daka 0 0 1 i Tii Ang Daan JHW bd Avame Homon 1 777 66 5555 1 98001 22 13000519 TS hiaai TES E Loop 5 Sen Arak TA 89535444 S06 SS ceca e 1 Enter the file name and import details for the file to import 2 Click on the Next button once you have completed setting up the file information The next window to appear will be the Mappings window Sesa toth baid hon thes por He seed resp E do he apai hdd in ds do daisses Fisica path peachy sre eee Notice that the first record located in the file will appear on the left side of the window These are the fields to be mapped Each record in the file is expected to have the same format as the first r
120. ee click Ok To close the dialog click Cancel 4 4 Template The Edit Employee Template is used to preset general information for employees TimeClock Plus 4 0 37 Templates are useful in setting up employees The templates will allow you to preset information for employees that may have the same job information overtime settings accruals etc Configuring a template for each group of individuals in your company will greatly reduce the time required when entering new employees into the system For example if shop workers have similar information on file in your TimeClock Plus system it would be advantageous to setup a shop worker template to reduce the amount of time to setup new shop workers An ideal template would include a clockable Job Code as well as the Overtime Calculation method that is used for shop workers The templates are used when adding a new employee to the system from the Add Edit option in the Employee menu To choose a template select it from the drop down list labeled Employee Template when adding the employee Empleos Temple Eist Targissa To create a template for employees 1 Select Template from the Employee menu in TimeClock Manager The template configuration is similar to adding or editing and employee For more information on performing this task refer to page 24 4 5 Default Information The Default Information Tab is similar to the Template Information except that any changes made in this sectio
121. ee the results of their changes to brightness contrast and gain Auto Exposure This button sets the brightness contrast and gain automatically to an optimal exposure Seitings Enable Event Tracing This option turns on event tracing for the module This option is used to assist technical support in determining a solution to any problems you may be having with the biometric unit Allow any operation if fingerprint is not on file This option is allows a user to clock in if they do not have a fingerprint on file The intent of this option is to eliminate verification for certain employees or managers that are not required to be verified It is recommend that if this option is checked you use 1 1 matching because with 1 Many the person will have to place their finger on the scanner before the system recognizes that they do not have a print on file Attempt to auto sense when finger is on reader When the unit is operating in a 1 to many identification mode the software will attempt to detect when an image is available for capture Using this option the user will only have to press the desired action button i e clock in clock out and then place his finger on the reader for verification This option eliminates having to press the OK button after placing your finger on the reader Allow manual entry of employee number if no print found This option will prompt the user to enter their employee number manually if their fingerprint is not f
122. eek to the number of future weeks specified This feature is primarily designed for schedules that do not change If this option is enabled select the option to overwrite schedules if you would like the current week s schedule to always be copied to the future weeks when the Close Week function is performed This will erase all data contained in the schedule that is overwritten You should also select the number of weeks to copy forward when the week is closed Scheduler This tab allows you to set some default settings in how the TimeClock Manager interacts with the TimeClock Scheduler program 78 TimeClock Plus 4 0 Thed Fada Srah Dmte bre Foch lob Cote Ipm Misa Behe fal Emplea rice She rd ihes abadie vercion me arabiad a paiman sd be apari a h cama ba cated Het u mihn bos may rer d he dinini ine Edad ba bakrand ED and EI medi Ahat adlet bn ede tien o creed barip after bees reap Eran E ia dnundradua o comida aboard afte hora rr rn late ju E Lise haima rai ol cidad ieee T Gaai eros cone baj pe dle E Can my one deee ped TO Morecloccatie ghair fared iban haddad bor a clic aba dhi vid ba cocnted arar jie Sach on cl Shift Window When shift restrictions are enabled and an individual attempts to clock into the system this entry will determine how many minutes to the past and future the system will look to find a shift for comparison If for example this value was set to 120 minutes and an employee attem
123. ege Blank for nora Tr wom can eccecr all nidad inthe aoe E Ta e canar acces reddit vrai the follo criteria Huria fi 100 fob codes E Faves w wa Adjust the desired settings Full Name The actual name of the user attached to the selected user id ID number If this user is entered into the system as an employee in addition to being a user enter their employee ID number here This setting is used for options that restrict a users access to their own data such as editing their own hours Data Access This section defines what employees this user can access when logged into the system If limited access is desired the data can be filtered by employee number job codes or classifications An employee will be accessible by this user if their employee number is included and their classification matches and the employee can work at least one of the job codes entered Ranges can be entered as 1 10 or 1 2 3 4 5 Preview Clicking on this button will preview the list of employees that will be accessible by this employee If an employee does not match the access criterion they will be shown as filtered with a description of why they were not included Passwords This option sets the passwords associated with this user The System Access Password is the password the user will use to access the management applications such as TimeClock Manager and TimeClock Scheduler The RDT Hour Edit Password is t
124. eld selected Minus This option will decrease the offset into the field selected 18 TimeClock Plus 4 0 Select each bed Maen the angai eared reap A ho fhe apprise Ped in the loca sisoass Fields path siienpky are apasi Empicpaas hurdsar Joe Pr Hae Ar Lar Mare 709 100 2 turd eee Hoer Ciy TA Slate 117554444 Socal Secu 19730005 Bithdate zien Cute Hed Corral tios Load Map This option will load a map file that has been previously saved Once loaded the mappings will be reset to those contained in the map file Save Map This option will save the current map settings that you have just created You can use this mapping again if you have to import the same file again or one like it Remember that the structures have to be the same to use the same map file otherwise your data will be skewed and incorrect Clear Map This option button will clear out the map that you are currently working on if you need to start over Your settings will be lost 4 Click on the Next Button The next screen that will appear is the Options Window FP Hodiy sing date sth date being imparted reco shead marie Fe Add mocids bo database df heey cho read adrede cata Bam added mocos on what lempleiec bain lt Back Heas Cancel Ho Modify existing data with data being imported if record already exists If you are importing employee 1 and employee 1 already exists in the system this will determine if the import record is u
125. ences that this employee has accumulated The detail screen will also allow you to mark individual items as excused or unexcused as well as entering a description for the infraction The system uses user defined values to determine when an employee is considered absent or tardy This information can be set from the Scheduler tab in the TimeClock Plus defaults see pg 77 Cumulative Section Cumulative Hours These text boxes allow you to observe cumulative overtime and regular hours since a specified date These fields are updated when the week is closed and can be reset from the Reset Tracked Fields option on the Tools menu see pg 62 Cumulative Sick Hours Since These text boxes allow you to observe cumulative sick hours since a specified date These hours are also updated when the week is closed These fields can be reset using Reset Tracked fields in the Tools menu Cumulative Vacation Hours Since These text boxes allow you to observe cumulative vacation hours since a specified date that you have chosen These hours are also updated when the week is closed Job Detail This screen displays job detail information for the range of dates specified To view information for a specific period of time enter the date range in the From and To section and click on the Update button The period can also be selected from the drop down list Rom 0200 a OS Clase i Hal Eni i intparestioe ber the period of MATADO te COILED Tecan pale ea
126. erminal it must be configured to use your network 1 Connect the Ethernet terminal and the Linc Module and apply power to the Remote Data Terminal RDT 2 After the self test is complete press the Clock Out and Enter buttons on the RDT at the same time The RDT will show some diagnostic information on the screen Wait for this to complete before proceeding to the next step 3 The RDT will prompt you for a Quick Check Mode Press the NO button Quick Check Mode is a diagnostic program and is not necessary to run at this time 4 The RDT will prompt you for Ethernet Setup Press the YES button The Ethernet Setup screen will show the current IP configuration for your Ethernet Terminal At the top of the screen are command prompts that will aid you in setting up the IP address If you are unfamiliar with IP address please contact your network administrator 5 Enter the four numbers representing your IP address This IP address must be accessible by the machine that will be controlling the RDT Once you have entered the IP address Press the Enter button Once the last number is entered in the IP address the RDT will prompt for a Terminal Port address The Terminal Port address is set to default to 3001 This default setting is acceptable for most situations and should not be changed unless instructed to do so by a TimeClock Plus Support Technician 6 Press Enter after configuring the Terminal Port number The RDT will prompt you to
127. ertime settings change as you toggle between overtime options These settings allow you to enter the number of hours required to earn overtime in each of the overtime types If salaried is chosen an option is available to enter the salaried amount per week This amount will be used in calculating labor cost for a week Other Information Use default Information If this box is checked the settings that have been specified earlier in Default Information section will be used see page 37 This keeps you from having to type in the same information again and again Advanced Button This option allows you to be able to edit advanced overtime options Hold Pe Ori dla fetid nh thee den aa hokage how varia calculated Hoxpacal action for Ham chy Chee oneni resis ouio i TE is fo E Papa pol 1100 doljel pa har Taeg cornetules day ene On the seth como dave hove erm ie calculated Honpecal scbon for there dya Dweb cuen arepas okuli Destin iii A mara H i foo bna mhe dla D Pap a chit porra of O telar pes hoor a The system gives you the option to override current overtime settings if a day is marked as a holiday or if the employee has worked seven consecutive days If you would like to pay the employee using a different overtime calculation select the option Override current overtime calculations Selecting this option will enable you to use a different method of calculating overtime for the employee when
128. ethods that can be used for adding sick and vacation time The simplest method is to add a shift using the edit hours function in TimeClock Manager see pg 40 The data could also be added to one or more employees using the Quick Add Hours function see pg 45 or the Global Record Addition see pg 45 If you are using the scheduler and have scheduled employees for vacation hours these hours can be transferred into TimeClock Manager using the Transfer Job Information function located on the Tools menu in TimeClock Scheduler see pg 100 My Employee s wages are not showing up correctly in the reports Why Check that the job code for the employee is set up correctly in the Employee Edit section The Master Job Code section sets the defaults for job codes but they can be set individually per employee in the Employee Edit section Also check the permissions of the user that is currently logged in If the user does not have access to rate wage information the wages will not print Why didn t TimeClock Plus convert my databases from a previous version TimeClock Plus converts databases during the company setup phase If you specified to install TimeClock Plus into a directory other than the directory where your previous version of TimeClock Plus was installed you received a message about converting from a previous version into the new directory You should answer yes to this question and specify the directory where TimeClock Plus was previou
129. etwork or a serial port depending on the type of terminal that you have purchased The Biometric Remote Data Terminal will function the same as a regular Remote Data Terminal with the exception of the biometric configuration screens and features that are provided in this documentation 1 0 Installing the WinRemote Biometric Module TimeClock Plus must be installed in order to run the Biometric Remote Data Terminal The installation of the Biometric terminal will initially require two installs The first install will be the TimeClock Plus software that comes standard with WinRemote software and the second install will contain the module that is required to activate the Biometric device attached to the terminal 1 Install the TimeClock Plus system from the CD provided to you Disregard this if you already have TimeClock Plus and WinRemote installed on the workstation in which you will be controlling the biometric terminal s 2 Insert the TimeClock Plus CD ROM If the CD auto runs select Install Module Software Add On from the menu If it does not auto run click on the Start menu and select Run Enter XAMODULESIMODULES EXE where X is the drive letter of your CD ROM drive 3 From the modules application expand Software Additions and then select RDT Biometrics Update and click Install 4 Follow the instructions in the InstallShield Wizard to install the module 2 0 Configuring the WinRemote Software To configure the WinRemote software 1
130. evelop a payroll interface module that will meet your needs I would like to e mail reports to another location for printing How can that be accomplished When printing a report from TimeClock Plus choose the Print to file option in the printer dialog TimeClock Plus intercepts the request to print to file and generates a compressed report file based on the report that was created This file can be e mailed to another location and viewed or printed using the Report Printer application that is included with TimeClock Plus TimeClock Plus 4 0 139 Index Absent 31 55 78 Absent detail 31 Access control 73 Accounting software 52 Accrual rules Add 69 Adding to an employee 29 Edit 69 Accruals 23 41 Examples 72 Globally add 40 Globally remove 40 History 31 Reset 62 Summary 41 Actual times 41 Add shift 41 Always on top 116 Approaching Overtime Report 51 Approval Manager 46 Attendance Monitor 55 Auto copy schedules 77 Auto fill 117 Automatic break deductions 65 Disabling 43 92 Automatic clock out 67 AutoUpdate 1 102 135 Options 103 Availability 99 Backup 63 135 Badge 135 Badge configuration 110 Barcode software 2 Biometrics 121 122 129 Breaks 13 135 Automatic deductions 65 Clocked 66 Defaults 80 Disable auto deduction 43 92 Minimums 66 80 Paid 66 Rounding 66 Segment 66 Type 66 76 Unpaid 66 Cable 119 138 Calculator 13 64 Calendar 13 64 Call List
131. event employees from clocking in or out of the system too early or late based on their schedule When an employee attempts to clock in or out of the system and is restricted because of one of these settings a password will be required Each user in the user list can be granted permission to override these restrictions Early Clock In Outside lt x gt minutes This will prevent an employee from clocking in too early without a manager s approval based on their schedule in the scheduler program Late Clock In Outside lt x gt minutes This will prevent an employee from clocking in too late without a manager s approval based on their schedule in the scheduler program Early Clock Out Outside lt x gt minutes This will prevent an employee from clocking out too early without a manager s approval based on their schedule in the scheduler program Late Clock Out Outside lt x gt minutes This will prevent an employee form clocking out too late without a manager s approval based on their schedule in the scheduler program Round to Schedule This section allows managers to round an employee s clock in or out time to their scheduled time Note that rounding takes place before the above schedule restrictions For example if you round early clock in times if within 15 minutes of the scheduled time and restrict early clock in outside 10 minutes the restriction will never be used because the time will always be rounded to the scheduled time
132. exported according to the specification for the module selected Export header line at top of file For some of the generic exports this option will export a header line for each column in the export The header line will contain a description of the column and can be useful when importing into spreadsheet applications Buttons Configure This option contains extra configuration screens based on the current module selected Consult the documentation that came with your export module for more information on configuring the module Criteria This button enables you to select which employees are included in the export Refer to the Criteria section on page 85 for more information Options This button allows you to set default settings for the export process Expat sof onder Expert Code Default pest Thr Perd omea Export sort order When the export is processed the employees will be exported in the sort order chosen Default period The default period for exporting This option will determine what period is selected when the export screen is first opened 6 2 Employee Job Information See Section 4 7 Export Information for information on this feature 54 TimeClock Plus 4 0 6 3 Job Codes See Section 4 7 Export Information for information on this feature 6 4 Raw Hours See Section 4 7 Export Information for information on this feature 7 0 Tools Menu The Tools menu option contains certain T
133. ey twice when the system is idle at its main menu will put the Remote Data Terminal into a badge testing mode Allow id terminal using 11 This option will allow you to id a Remote Data Terminal by pressing the 1 key twice when the system is idle at its main menu The function will give information as to where it is connected and what computer is controlling it Beep when a key is pressed This option will make the Remote Data Terminal beep whenever a key is pressed Barcode reader attached This option should be enabled when you are using the Remote Data Terminal with a barcode reader Use new command set The newer Remote Data Terminals understand more commands to perform such actions as turning off the cursor and sizing the cursor Remote Data Terminals that were bought after 1 1 2000 will include this option If you enable this and your terminal does not support it stray characters may be displayed Enable QuickPunch If this option is checked the employees clocking in and out on the Remote Data Terminals will not have to press any buttons on the terminal prior to swiping their badge If they are clocked in a clock out operation will be performed If they are clocked out a clock in operation will be performed During the clock in or out process the employee may still be required to enter information such as job code cost code or tracked fields 110 TimeClock Plus 4 0 Number of beeps on successful failed clock operation
134. f the ping command receives a reply the IP is currently in use by another machine in the network In this case you must choose a new IP for the terminal If there is no reply reconnect the terminal and attempt another ping operation If the settings on the terminal are correct you should get a reply from the terminal Not connected waiting 30 seconds If the terminal looses connection with the network the not connected message will appear on the WinRemote screen This will occur if the terminal loses the physical connection with the network or if the network is not accessible Rather that trying to connect immediately the software will wait 30 seconds before trying to connect to the terminal This prevents the software from creating an unnecessary amount of network traffic by repeatedly attempting to connect Linc not detected This message indicates that the terminal cannot connect with the Ethernet Linc module Verify that the 6 inch serial cable is connecting the Ethernet Module and the terminal One end should plug into the Module in the port labeled Term Port the other end should plug into the COMM port on the back of the terminal TimeClock Plus 4 0 121 Biometric Remote Data Terminal Setup The Biometric Remote Data Terminal is not a stand alone device A computer running the WinRemote software controls all of the terminal s operations The Remote Data Terminal must remain connected to the computer through an Ethernet N
135. fault tae a Fie ico Fe Code br olochable FP Code orrir trawd E Code esm meie F Aequres ant of raki on clock out Requires ent of heck on look out FU Aegi ant of rack on clock out F Job i dalk job ber civil TO pace gemir 1 hor chan code FP Fot genii 2 lor hi code E gh bor cnet code rhen uring then ph coda This is the job code number that you are adding or editing This job code has to be previously created in the Master Job Code list see page 64 or you can add one using the New Code button A drop down list of all available job codes is available by clicking on the ellipsis The description for this job code will appear in this box The description is set from the Master Job Code list and cannot be edited here This is the pay rate the employee will receive when working in this job code If this is checked this job code is clockable by the employee meaning they can use it to clock in and out of TimeClock Plus If this is checked this job code will be eligible to earn overtime hours If this is checked hours worked in this job code will count toward the number of hours required to earn overtime Each job code can track three different fields on clock out For example you may want to track tips parts completed pieces etc Checking those when adding or modifying a job code means that job code will require data entry for those fields when the employee clocks out from that job code The default job
136. for the WinRemote software to check for a Serial connection If the highest numbered port in your system is COM3 this should be set to COM3 Setting this option will prevent the system from unnecessarily having to check ports that you know do not exist Ports to exclude during system check This option will set the COM ports to exclude during a system check If you have ports in your system that will not be used for TimeClock Plus you can exclude them in this section For example if you have a modem on COMS3 you can block COM3 by selecting it from the list Multiple ports can be selected by holding the CTRL key while clicking on the ports Number of Ethernet terminals connected This option should be set to the number of Ethernet terminals that will be controlled from this application Once set you should exit and restart the WinRemote software to enable the Ethernet ports Once enabled the ports can be configured from the main screen of the WinRemote application Prompts All prompts in the WinRemote software can be adjusted to meet your needs For example you may want to change the phrasing on error messages so that you employees will understand them better 106 TimeClock Plus 4 0 Puia Prost Tine bere Serve z Tro kenagas 3 lissi no bis ane b es A ir Tha ureri job oada doe aci EC cond mooie Lite of Cheek Cl biii Cei ln he i coves 100 Bea Shk n caves TU eu Empik raanda tai rem Pomel HE cet ka p ony Employee
137. ge the system prompts associated with the biometrics module Users are allowed to view or edit the current default messages that are displayed on the Remote Data Terminal For more assistance on editing messages refer to the Prompt File section of the WinRemote configuration on page 105 Backup The Backup tab allows you to configure the backup and restore options of the terminal These options allow you to perform backups on the data that is contained internally in the biometric device It will also enable you to restore that data on other terminals which will eliminate the need for employees to enroll on multiple terminals Biometric contigurstion for poet COM Settings Enrollment Dpssting Mode Miscelanecus Message Backup The backup and thoes setting ast ork applicable dl you ase slong parts nemay in Paud The bachelor mara can ba emcees inom the ADT by entera the ennll condigurstion manu snd chooving option nuante lina When enteing he enama the led GDA TADIA gt can be used bo pepreserd the dela deectoy hor he cument compar cts on tha por Erhai Lois rara lo ia hin Backing ug Le ch dei lew Pak cde A gt ccc The default setting for this is lt DATADIR gt FD COM2 FPD This setting will place the backup into the data directory of the currently selected company You may also specify another directory manually if you want to save the backup somewhere else 4 0 Optimizing Fingerprint Recognition There a
138. ghts Once you have completed adding a user and setting the user rights 3 Click on the Save button Click on the Close button on the User List screen to return to the Quick Start Wizard 4 From the Quick Start Wizard click on the Next button to proceed to the Job Codes configuration screen AM hour in la pt ma paded job codar dob codas ronatirear fend lo ar departrrerdi gres you the abiiy to pant reports of por dala lo pi wth rar deia Papar nan be gererated ho chow haay said pal riadu m asch job o hor marg hamp was en mesi m a parbcula job code When thr company waz crmaded ha dela job codes for och and mication miit poreca decked ls the notara Ta adda job code ich Add 5 Click on the Add button to add Job codes The Add Job Code screen will appear The Master Job Code List consists of job codes that have been added using this function 6 7 TimeClock Plus 4 0 information Eesks Mirwram and Fran dato Due Deron lente Exporta aa 86 Esport inicemaicer Len Seram Joh Deisi F Codes obahe Deiak eat E 50 Hous weeded cai ariii F Hon eoted court sowed cwsire Gh ee ie ee arde D Requisd asap of heck on clock oud or narra end I Bequned eri of ok on clock oul o maraa aniy e Pegue ento of cost code when uring thes jab code Lo J tee ft Enter the information for the job code in the fields If you require more information about the settings in these tabs you should consult the Ma
139. hae baan raniti Enpkeie h Sibba Ej CE tet tot jon to The prompt editor is divided into several sections The original and new text sections at the top of the window display the default prompt and the text that the prompt now displays Below these two windows the prompt filename you are currently editing is displayed In the large window below the filename all prompts available in the system are displayed Revert This option will reset the default message for the selected prompt Load This option will load a saved prompt file You may have several prompt files representing different configurations For example you may have a Spanish prompt file and an English prompt file Save This option will save the prompts that you have set Once saved each port can be individually configured to use the prompt file see pg 110 New This option will create a new message prompt file If you have made changes to the current message file the system will prompt you if you want to save the changes before creating the new file Edit This option will open the edit window and allow for editing of the current selected prompt iat is Append Caran ime ron A ined oaran A Ceres ma ip Are Cont F snan ega He biriidisi Hara bigh Hi Othe rod re oi ra rela rd e Eire Tak e Roper Pia o pira DC tm The current text contained in the prompt will be displayed Each line of the prompt can be edited to meet the needs of yo
140. he Accrual Rule that you just created or edited click on the Finish Button If you feel that you need to make some changes in some of the previous screens click on the Back button to make the changes Example 1 Employees earn 8 hours of sick time for each month From the Accrual Type screen set the accrual to not be based on hours worked From the Accrual Period screen set the accrual to accrue on the last day of the month From the Accrual Hour Options screen set the number of hours to accrue when accrual is posted to 8 and the job code to which the accrual is posted to the sick job code Example 2 Employees accrue comp time 1 to 1 for each hour worked from 40 45 hours in a workweek and 1 5 to 1 for hours worked over 45 hours in a week Non clockable hours are not counted This accrual requires two rules that are very similar From the Accrual Type screen set the accrual to be based on hours worked Check to include regular overtime 1 and overtime 2 For the first rule enter 40 and 45 in the fields for the hours to include For the second rule enter 45 and 100 to ensure that all hours over 45 are included For the Accrual Period select weekly In the Accrual Hour Options screen set the number of hours to accrue per counted hour to 1 0 for the first rule and 1 5 for the second rule Enter the job code for comp time in the job code to post to section lf an employee works 43 hours in a week the first rule will accrue 3 hours into comp ti
141. he Master Job Code list on a per job code basis or they can be configured company wide from the Break Defaults tab in this section Manager This tab allows you to set defaults that pertain only to the TimeClock Manager application TimeClock Plus 4 0 77 Tracked Fook Goak Dar cmt JobCooting Spim Manage Scheduler TireCicck Sudet Eney E Dipsy curerd labor can on alta bar D Display nje rresjeges shen tines do chaps the cused peti T Erate bli bo oboe asak lora canaria line E ai boty areas pheri chating the rea T Dessai ecfediuies I iey sea mh Kurba of schedides do cope ahead Display current labor cost on status bar If checked the current labor cost will be displayed on the status bar at the bottom of the TimeClock Manager main window The current labor cost is current cost per hour of all employees currently on the clock Display reminder messages when time to close the current week This option will display a message to all users that have access to the close week function when they first log into TimeClock Manager and it is time to close the current week Enable ability to close week from command line This function allows the week to be closed without having to manually run TimeClock Manager and perform the close operation This function should be used in conjunction with a scheduling program that will carry out the command line at a preset time When you click on this option the following screen w
142. he computer must know when the employee is supposed to be at work and it references the schedules that you have created to do this You may also print out master schedules to post for your employees to see or for your own use Can I use a long telephone cable to connect a Remote Data Terminal to the computer Although the cable connectors appear identical the twisting of the wire is not the same Contact your sales representative at 800 749 8463 for replacement or additional cable What is the longest length of cable that my Remote Date Terminal can use The cables have been tested to be successful up to 1000 feet If you are using an Ethernet terminal with Category 5 cable the recommended maximum is 100 meters approximately 300 feet from the connection location The time is the only item displaying on the Remote Data Terminal Why If the time is actually updating on the RDT screen then the RDT has recently lost power Check to make sure your power connections are secure To refresh the screen press the period key on the keypad once The Remote Data Terminal only says Waiting for host Why The RDT is waiting for a connection with the WinRemote software Make sure the connections between the computer and terminal are secure Make sure that the WinRemote software is running and the COM or Ethernet port that the Remote Data Terminal is connected to has been started I want to run several Remote Data Terminals from one compu
143. he most common reason for this error is the employee is using the incorrect employee number or incorrect badge Make sure that the employee number and or badge have the correct number If the employee numbers are correct verify that you are clocking in using the correct TimeClock Plus data directory If everything appears to be correct re index from the TimeClock Manager to ensure that the index files are up to date What is Job Costing Job Costing Module The Job Cost Module is an inexpensive addition to TimeClock Plus This flexible module allows a more detailed means of tracking employee time and attendance Along with the added tracking feature are several additional reports which are designed to show how much time has been spent on each job 138 TimeClock Plus 4 0 A list of cost codes can be kept for each company configured in TimeClock Plus These cost codes will be global to all employees and when an employee clocks into TimeClock Plus they can be required to enter one of the codes The job cost module adds more flexibility and allows the job codes to be used in a more generic fashion leaving the detail to the cost codes This module is activated through an activation key It will add new reports and some new menu items What is the purpose of the Scheduler TimeClock Scheduler allows a manager to use the absence and tardy functions schedule restrictions and schedule rounding that are available in the TimeClock Plus software T
144. he password used to edit employee hours on the Remote Data Terminal The user must also have permission for this option granted in the user list To save the changes made click Ok To cancel without saving click Cancel 8 6 Preferences TimeClock Plus preferences are options that customize the software to your specific needs 76 TimeClock Plus 4 0 Defaults Tire Coca ehaulbs El Tikai Feki Gahaa Mice Fink oboe Spin Maga Schedule Trece Emplepon Ent E RETUAMENTER lancia ii TAB key in el cortita e Fama nependes mirhaa Yoon dro intr Hora hc ca noted bo fie brida ingot EC Mima iodin ha inchei pares pa in baca 1060 rhan caian rrea b Pag rule perami i hap acu n ha ara that Basak hpi Ender the namaa 0d ohp des beset hapse Cien uk conn bes pued los pach ras hpa or a pal ph osda bare Lies af Mr E e ROTE Thie iera ate ioka be rarab rad rec ras Direc i on dera in beg Withee a Coven position E peed mol be tred o cmm ie System This tab configures information that pertains to the entire TimeClock Plus system RETURN ENTER functions as TAB key in edit controls If checked the RETURN or ENTER will operate in the same manner as the TAB key when entering data into edit fields throughout the program Remove suspended individuals from selection lists If checked employees that are suspended will no longer be displayed in selection lists throughout the software Note that they
145. hedule The application of this function is for different employees that have identical workweeks a schedule can be made for one of them the week can be copied and then the week can be pasted to the other employee This eliminates having to build the same week all over again for the other employee s Copy Schedule to Template This function will copy the current selected week of the schedule to a schedule template This template can be recalled again if you decide to use this schedule with another employee Schedule templates are independent of the schedule that is currently selected and once a schedule is saved as a template it can be used at any time in the future for any schedule or employee Delete Schedule Templates This option will delete a schedule template that has been previously saved To delete the template select it from the list and click Ok TimeClock Plus 4 0 91 Delete abris lea Mba Hana Pheri 9 loma Paste Day This selection will paste the day that was previously copied with the Copy Day function into the day that is currently selected in the grid Paste Week This selection will paste the day that was previously copied using the Copy Week function into the week that is currently selected in the grid Shift Pool Button A shift pool is a preset shift If your business has a set and limited number of shifts a shift pool can be created for each of these set shifts using the shift pool editor
146. hes lob Cos Modules caf Help Files steed DLLs Be repication OLL aA Client lnballstion Soiva xl Space Aquined on E 11844 E Space fovadsble on C 5007100 E The InstallShield Wizard will complete the set up of TimeClock Plus Version 4 0 on your system Once the system is installed you should launch TimeClock Manager to configure TimeClock Plus Log into TimeClock Manager using the SUPERVISOR user ID to perform the initial configuration After the first log in you will be prompted to run the Quick Setup Wizard For more information on running this wizard refer to page 6 6 TimeClock Plus 4 0 Installing Multi User Version of TimeClock Plus 4 0 The TimeClock Plus Version 4 0 multi user setup is very similar to the single user setup The location from which you will be running TimeClock Plus will be referred to as the Server The client machines that will be accessing the Server will require client installs Note If you are upgrading from a previous version of TimeClock Plus and want to update your information to Version 4 0 you should make a backup of your current data directory 1 Follow the Single User Install to install TimeClock Plus on the workstation that will be the Server To enable other users on the network to access the TimeClock Plus data a network share must be created for the directory where TimeClock Plus is installed If you are unsure about how to do this please consult with your network administr
147. his tab is only present if the Job Costing Module is installed MinerOlod Cort aus El Speier Usap Siida Tmulich Student Eray Tracked Fade Bak dire Fini dob Coating Job Coating Sani Ente the Haga descrmtora lor col codes Tis ate aomi code cbr baa cd da ora ob aaa de bon the dl mate eea cock bl E ferwi ED TE A fra MU a A Bean mz Each eco creis han ioa rmac hatibi Eta ta rare tru wach bal haier ike az ti This section allows you to configure various information about the Job Costing Module Various stages can be configured to assist you in the tracking of different phases of the projects entered The names for several custom fields can also be entered in this configuration screen These custom fields are used when entering a new cost code into the system using the Master Cost Code list 8 7 Minor Tracking Some states have laws that do not allow minors to work past a certain time of day The Minor Tracking option flags a minor in the Who s Here List that is working past the time specified on each day Dii vr ekg Enable miner hacking hing age i on bakra Sunda 00r Thunder 3 00 Pat E Monday 0H F Mor ie Tuiriz oru el Saluda foo PH 2 Wednesday 500 6 rana hacking n amabled minor vel ba Flagged ri tha Who Hea Led ep ore reo pal the ie pesos on each cig CEJ emj If you select on the option to enable minor tracking the following minor tracking informa
148. hours By default the hours for the current shift are displayed Force badge usage to enter individual s number If checked employees will only be able to perform clock operations using a badge or other non manual entry of the employee number Beep on successful badge read If checked the system will beep when a badge is swiped and successfully read Beeping on successful or failed operations can also be configured in the Terminal tab Terminal The Terminal Tab contains information about operational features of the Remote Data Terminals pp E Coples pinn ira V lep aen akapa pned T idrain epa FP fea n ah E Bir baia u urg O E Ua rra coa at es ed eal umg l D Erai QuacieParch Harabe these de aipania aiok paia fi Murba ol bem onii dci oe fl Ooa J a tute Description The information entered in this field will be displayed in the main WinRemote screen Display system time This option will display the system time on the Remote Data Terminal while it is idle at its main menu Auto start this port This option will start the port automatically when the WinRemote program is activated You will not have to click on the Start button for this Remote Data Terminal If you are running the WinRemote application as a service at least one port should be configured to auto start Allow badge testing using 00 This option will allow you to test your barcode or magnetic badges on the terminal badge reader Pressing the 0 k
149. hours The inclusion of hours for non clockable hours also depends on the check boxes to include regular overtime 1 and overtime 2 hours Count only selected job codes If this box is checked only hours worked in job codes matching the job codes entered here will be included in the counted hours total NOTE Each of the check boxes depends on all others For example if you choose to include regular hours in counted hours and do not check to include hours in non clockable job codes all regular hours worked in non clockable job codes will not be included in the counted hours Use only the hours that fall between lt x gt and lt y gt Once the system has obtained the total number of counted hours for the week you can instruct the system to use only a portion of those hours For example if the system calculates a total of 31 counted hours and the settings instruct to include the counted hours between 25 and 100 the total number of counted hours used would be 6 because only 6 hours fall between 25 and 100 in the calculation For more detail on this see the examples at the end of this section Click on the Next button to advance to the Accrual Period screen TimeClock Plus 4 0 71 8 focal Period How citen should this acces be posted a mall Monthy on be T dya the month I Honth on hire date arre P veskan PTET El 6 enkanta dle sua MOTE Al Gothik eg peed en he cinan eek 6 ceed i ht abet crisas hag been west dun
150. ia GO OP 1 Catan AI PH Med Dear ZA 616 SS aH Dates to examine Enter the starting and ending dates to view in the From and To sections or select the date range from the drop down list Once the date range is selected click the Update button to update the list with the selected date range Shifts to View This section allows you to specify which shifts will be included in the list View shifts that do not have employee approval View shifts that do not have management approval If checked only shifts that are not already approved by the manager or employee will be displayed This is useful if you just want to see the shifts that remain unapproved Show only shifts that require approval based on the employee information If checked only employees whose shifts are set to require approval before the week is closed will be displayed This option is configured on a per employee basis in the edit employee screen see pg 30 4 14 Messaging Employee messaging allows managers to leave messages for particular employees The employees will see these messages when they are clocking in or out Y Employee Messaging al ES Class dl Joe Adams 400 John Smith 200 Amy Dean 100 Maria Garcia 300 Amanda Langston 200 Michele Thomas 200 Nancy Swazell 100 Abbagail Rosford 300 Eddy Mertzer 300 Melissa Mathews 200 122 Terry Gage 400 hd Message Come see me when you clock in MGR Management Criteria History Send Close 4
151. ia set To load a criteria set click on the Load button and select the set from the list To restore the criteria to the default which will include all employees click on the Default button TimeClock Plus 4 0 87 TimeClock Scheduler TimeClock Scheduler is used to build employee schedules It is necessary to schedule employees in order to take advantage of absent and tardy reports as well as rounding to scheduled shifts and clock restrictions 1 0 File Menu 1 1 Open Schedule To begin creating or editing a schedule one must be opened first The Open Schedule function will allow the user to select a schedule from a calendar Tiger Shere Pigs Sched OOH DOT me Come To open a schedule 1 2 3 4 Click on any date in the week you would like to open As dates are selected the New Schedule text will be updated to reflect the schedule selected Click on the Open button to open the selected week s schedule If the schedule exists it will be opened and you can begin editing the schedule If it does not exist you will be presented with a create dialog to create a new schedule or copy data from a previous schedule Create Sched One or more of the schedule selected lo open dow rol meet Select th actor below that pow would ike to perorn for the schedules to be created Schedule Dale Achion Schedule 10 21 2001 10127 2001 Copy sched ard chats From the Action section select the option to
152. ick on the Print button To print this information for a few select employees the Criteria button can be used Refer to the Criteria Appendix on page 85 more information on this option 4 7 Export Information TimeClock Plus uses the same format when exporting Employee Information Raw Hours Job Information and Job Codes These exports send the requested and formatted information to specified text files These text files can be imported into other TimeClock Plus systems or other applications Teele liege AAA Its 7 mit Cimmdiiros Piejie Hirai CLE aa LT OLA CL ira DA Cde Drar Hora Colas acia Hoar Cum isra Bicha Febna lre lei Fi amien id Te Seared Haiene Fie daa Taiapa O Ae AST Toma s D OC eene Pba Fek ka kis Faki 2 4 al fallar Fada Y Bees cit a fed Gee A c 2 es This window is divided into two sections On the left is the export layout It contains a visual representation of the file format for the export On the right are the fields that are available to be exported Process This option will process your export to a specified location on your computer or network Load This option will allow you to load a previous export format that you have created already This eliminates having to continually build the same export format Save This option will save the particular export format that you have created This export format can be used again at a later time TimeClock Plus 4 0 39 Cr
153. ill appear with the format of the command line and a warning about security chin ether iN WHRNING Enabling this option wil bypass user level security and alom the closing of the mesk from the command line using the commend WINMIGI2 EXE COMPANY lt gt ICLOSEWEEK The close is autometic once issued and no confrmatiore vil be required Ang you Sune you want bo enable this option Le __ To perform the close week command from the command line or from a shortcut on the desk top configure the command to run as lt PROGRAMDIR gt WINMG32 EXE company lt x gt closeweek where lt x gt is the company id of the company to close and lt PROGRAMDIR gt is the program directory where TimeClock Plus is installed If you do not know the company I D number it is displayed in the Select Company function under the File Menu option in TimeClock Manager Make sure that this command is run in the TimeClock Plus program directory NOTE If you are scheduling the command line close operation using a task scheduler you should schedule it several days later than the last day of the week to ensure that all edits have taken place before the week is closed Also if there are any situations present that would normally cause the close to fail such as an employee is clocked in for the week the close will be cancelled with no action taken Auto copy schedules when closing the week This function will copy the schedule for the current w
154. ill be displayed in the Weekly Overall schedule view next to the employee s name Show individuals classification in the list If this option is checked the employee s classification will be displayed Name Format This section allows you to choose how names will be displayed in the Weekly Overall Schedule 2 3 Daily Overall Schedule The Daily Overall schedule shows a visual representation in graph form of the shifts that employees are scheduled to work 94 TimeClock Plus 4 0 Thrall bd an LM a Te eae Te rca te fm i Se an Tle be i ee pa bn pa Amo aa _ Cae an Lomas This window is divided into three sections In the upper section is the grid representing the shifts that are scheduled for the day selected In the lower left is a list of employees that are currently being scheduled In the lower right is a list of necessary shifts that are still available for the day that is selected To assign a shift to an employee 1 Select the day you want to schedule from the tabs at the top of the window 2 Select the employee to schedule from the list at the lower left by clicking on the employee with the mouse 3 Double click on the shift to assign in the window at the lower right or single click on the item and then click on the Assign button to assign the shift Options This function controls the different display options for viewing the daily overall schedules for the employees To access the Daily Overall O
155. imeClock Manager tools used for monitoring and tracking of employees 7 1 Who s Here The Who s Here option is used for viewing employees that are currently clocked in on break automatically clocked out etc Hebe cee A Alls caca le ls Boal dest Chat Hot ly Lash Peek Mates Fast Lana et i 1 li estar HA nrj sage He TP TOR SH rl ae POH Pay TARD 1 pi IHi cory 4 age 7 OP TS QUA PAREL 1HE Aa WEH orp ale E CHEV PAH Tape LARTER PAREL 201 tie aad Spec Pacis 10 04 AN A Fea AAA IOTH i WS poa Fos cbii 101004 im IT a ash TEHE ed Notice the employee information presented in the grid The Who s Here function allows you to see every employee that is clocked in on break auto out see note not in and the last punch of all the employees This is possible by clicking on each tab in the screen to see the different views of data Note The auto out function enables an auto clock out on a particular job code This can be used when an employee clocks in for a known number of hours and then leaves the site It can also be used for such things as meetings where all individuals attending a meeting are paid a certain number of hours The auto out option is configured on a per job code basis from the Master Job Code List Print This option will print a Who s Here report containing information in the selected view It also allows you to adjust the printer settings for this report Criteria This button allows you
156. imeClock Plus 4 0 141 Configuration 115 Open Schedule 87 Open Shift 135 Optimize 58 100 Override Log 61 Overtime Calculations 27 Passwords 19 82 Supervisor 82 Pay Frequency 135 Pay Period 135 Pay rate See rate Payroll Interface Module 2 Payroll packages 52 Period base date 22 Permissions 19 73 Photo 33 Port 107 113 Portrait 51 Preferences 75 Premium pay 28 76 Print employee information 37 Program Directory 136 Prompt file 110 Quick Add Hours 45 Quick Setup Wizard 6 22 Accruals 9 Employee Template 9 Miscellaneous 10 Pay Frequencies 8 Tracked Fields 8 QuickPunch 109 Raise 27 Rate 26 RDT See Remote Data Terminal Register 103 Re Index 57 Reminders 117 Remote Data Terminal 105 136 Biometric 2 Configure 108 Edit hours 79 82 Ethernet 2 111 119 Frequently asked questions 119 Locate 111 Serial 2 Serial Setup 11 Troubleshooting 120 Report Printer 2 Reports Approaching Overtime 51 Employee Job Information 52 Footers 82 Pay period 48 Scheduler 95 Sorting 50 Requests 99 Requirements 1 Reset Tracked Fields 62 Restore 63 136 Restrictions 29 Password 82 Troubleshooting 137 Reviews 32 Rounding To schedule 35 without schedule 29 Sales 58 Schedule Auto copy 77 Availability 99 Copy 90 Delete 99 Templates 90 Transfer to manager 100 Weekly 92 Schedule criteria 95 Schedule preferences 88 Schedule restricti
157. in the Tools menu of the Scheduler application After a shift pool has been created a shift can be added to the employee by selecting a cell in the grid and then selecting the shift from the Shift Pool drop down button The shift pool button can also be used to add the special shifts Off On Call and Open The Off and On Call shifts are used to inform an employee that they will be off or on call for the time period specified An Open shift is used to designate a period of time that is open for the employee to clock in and out freely with no need for management approval if they are early or late For example if employees come to work on Saturdays at 6 00 AM but the manager does not arrive until 8 00 AM you may want to add an open area from 6 00 AM to 8 00 AM to allow the employees to clock in even if schedule restrictions say they cannot Shifts Button The shifts button reflects the information that has been added into the Necessary Shifts lists When this button is clicked it will present the user with a list of the necessary shifts for the day selected that have not yet been filled To assign the employee to one of the shifts select it from the list Detail Button The Detail option will display a screen with the hours that the employee is scheduled to work throughout the week The cumulative totals for regular and overtime hours will show in this screen Note To ensure that multiple segments are treated as a shift they must be attached with
158. ing employee review information TimeClock Plus 4 0 33 je a D ceed Packie labor Mates Mas femm pania ie fied choked Oa E Eaa Tae TI MEVA AP ete Aeri Latan PA Harih Aeri Add This option will add a review for the selected employee Edit This option will edit a review for the selected employee Before clicking on the Edit button you must select a review from the list to edit D r di E limo Ji Tea fie E Aman H miii ae Gmm e bai be rt e a e e When adding a review today s date and time are defaulted for the time that the Employee review is being conducted The date time and reason for the review can be overridden by typing in the appropriate fields In addition any comments about the review can be entered in the comments section If you would like to print the review click on the Print button Delete To delete a review select it from the list and click Delete View To view the details of a review select it from the list and click View Double clicking on the review in the list will also perform this action Photo Tab This tab contains a photo of the employee The Photo tab supports images in bitmap BMP or JPEG JPG formats 34 TimeClock Plus 4 0 Notes Tab This tab contains any notes that you may want to make about this particular employee This screen functions similar to a word processor allowing you to type text in Bold talics or Underlined The color of the
159. install into one of those directories or specify a new directory for the data When complete click on the Next button to proceed to the next step Entes the desta here Tresl deta Mes ral be Hoad iu the corsage Vou wat eve Bl appe ip hie desio during the corpo ect phases Df you evould ium to atac tho company bo an ng debe ceectorp hom a peru mihin of TireClock Plus bor Windows speck that disco lobe that il pow allah Lo Ape eter of Tekek Pisa de date vel no krega be ecceepabie Mon thes Ee vor li you scada fue to beep you ang omarr mad ane unchanged you can archy lorena de ochony ened cope caring data eda iL T Us window vion Odiy los Winder varnon 30 directory Specie new diia Outs Dwarira CAPROGRAM ALES TINELLO PLUS 4 05004 1443 Hock Mees Got en Note It is recommended that when setting up your software you create a new directory for the TimeClock Plus 4 0 data and then convert the data into it Use Windows version 2 0 directory Select this option if you are using data from a 2 0 version of TimeClock Plus and wish this new company to contain that old data You will no longer be able to access this data from TimeClock Plus V2 0 if this option is used Use Windows version 3 0 directory Select this option if you are using data from a 3 0 version of TimeClock Plus and wish this new company to contain that old data You will no longer be able to access this data from TimeClock Plus V3 0 if this o
160. ion to remove them in the TimeClock Plus defaults see page 76 Suspended employees will no longer be able to clock in Job Costing Used to determine if job costing will be enabled or disabled for this employee If the optional Job Costing Module is installed you can activate the module for this employee If job costing is turned off the employee will never be asked for a Cost Code when making clock transactions Jobs Tab This tab shows the employee job codes and settings for those job codes 26 TimeClock Plus 4 0 fare tre Firm dia MT TE m ka di am MU ine iere E THE me im 1m T5 Hing ipea m E imd Lepa W ti i Vir om m0 THe io ral m TH iaa Fera ET ii ibi Ms A Tg Bele Bee TH 12 Ter Ua 0 i nia Cea Ci thi Dras Pab r 13 tora diab E Lode ips it o Erie atom a 1 men r eo 13 Trk biga TO i Tirsa M Dame a 1E Vegi tore mi TE Fin Hem m il E s an For information on each of the fields in the job code list refer to the adding and editing of job codes below Job Code Dialog Use Short titles If this option is checked the same information will displayed in the grid columns but the names of the columns will be abbreviated so that scrolling will not be necessary to view most of the information Add Edit This option will allow you to add a new job code or edit an existing job code for this employee Job Code Description Rate Clockable Earns overtime Counts overtime Track 1 2 3 Job is De
161. ions depending on the type of report Some report types include Payroll Scheduler Accrual and Period For a list of the Pay Period reports and description of each please see the Reports Appendix on page 83 ls Period Hagens f nae E Pond reports from 00012007 T ta forgi E fe Mara Entra gt gt e F Pawoll E Complebs Pajacd Repeat Day Bitaidee Fapon Edmai ages Repon EJ Indradual Job Farm E Pspod Daa O Fapa Sunay E Pipal Siriapa 0 E Supplemental Pay Repol E Tracked Information Summa E Weekh Punch Aapo a Job Code Hepoli dot Code Anshai Piman E Selected Job Codes Report TimeClock Plus 4 0 49 To print or preview an individual report 1 Enter the date range you would like for the report to include or select it from the quick select drop down list 2 Right click on the report you would like to print or preview and choose Print or Preview from the popup menu To print multiple reports 1 Enter the date range you would like for the report in the date section or select it from the quick select drop down list 2 Place a check in the gray box next to each report you would like to print by clicking on the box with the mouse 3 Click on the Print button To configure the options for a particular report 1 Select the report from the list by clicking on it with the mouse 2 Click on the Settings button Or 1 Right click on the report in the list 2 Choose Change report settings from the popup men
162. is Summary This report is broken down by job code only It prints out the number of regular and overtime hours and total wages for each job code Selected Job Codes Report This report shows Employee Number Employee Name Job Code Regular Hours Overtime 1 Hours and Overtime 2 Hours for the job code s that you select This report has the option to print Employee Code print each individual employee on a separate page print up to three Tracked Fields print each Individual s hours for the period Social Security Number and print detail information Date In Time In Date Out Time Out 10 3 Period Reports Period Report Summary Detail This report is broken down first by employee then by week with totals It prints the number of total hours regular and overtime hours sick and vacation time and tips 10 4 Scheduler Absent Tardy Report These print employees who were absent or tardy during the selected period the dates they were absent or tardy and the times they were scheduled to work There must be a schedule set up before printing this report Values for who is considered absent or tardy can be set in the TimeClock Plus defaults under the Scheduler tab see pg 77 Schedule Variance This report prints Employee Name Clock Operation In or Out Scheduled Time Actual Time and Status It shows the variance between the individual s actual time in and time out as compared to his schedule Schedule Vs Actual This
163. is the only way that the computer knows that the employee is early or late If there is a schedule for the employee make sure that you have the settings correct under the Employee information Scheduler Tab see pg 34 To assist in diagnosing the problem use the view schedule function when clocking in to TimeClock Plus using the On Screen TimeClock This will display the schedule that the system is looking at to perform the rounding or restriction operation What should I do when get a database error or power failure while closing the week The most important thing to remember is to not try to close the week again When the week is closed the current week s data is removed from the main database and backed up Attempting to close the same week twice will overwrite this information and the data may be lost During the close operation the system creates recovery files that can be used to return the system to the state prior to the close You should contact support for assistance in performing a recovery to ensure that no data will be lost When employees clock in some are asked for their job code while others are not Why TimeClock Plus will only ask the employee for a job code if they have more than one code configured as clockable in their employee record If only one clockable job code is present the system will automatically use it without asking the employee I receive an error Employee Number Not Found when clocking in Why T
164. iteria The criteria is used to specify a range of employees to include in the export Please refer to the criteria section of this manual in setting the criteria To create an export format you should select items from the list on the right by double clicking on the item You can also click on the export layout section and manually type in static information for the export For example you may want to manually type in commas between the fields if you are exporting a comma delimited file Once a field is entered into the export layout you can adjust it s formatting by double clicking on the field For example double click on lt NUMBER gt if you would like to edit the format for the number field Expat Field Options Feed Indcarmation Hans lt MUMBER gt wen E Field Juchitcalion E Leh C Fihi Lok e From the Export Field Options you can enter a width for the field and a justification for the field If you enter a width for the field that is less than the actual field width the field will be truncated 4 8 Global Modification The Global Modification option allows managers to make mass changes to employee information without having to manually make the change to each employee Job Code DF Schum E Cod o choca T dd O Fra U i O Pla Champs Fal Cod sa rt F Coss counts irand rra dobiode 2000 a E Papini Tiki eri FF Charge tate ta En E fap Teck an E Figur Tock Y mip E Farga coe cada smy ha Changes Charge inten e
165. k This feature allows you to install an update or series of updates from a diskette or file obtained from the Internet or E Mail This is useful in circumstances in which the computer running TimeClock Plus does not have Internet access The update will be downloaded or sent as a TPU file To install the update browse to the location on the hard drive where the TPU file is saved and click Open Once the file is open refer to the previous section for selecting the updates to install 3 0 Installed This function will display a list of all TimeClock Plus products installed along with their revision numbers TimeClock Plus 4 0 103 Tomei hanh A Ba pra Enga ird mary dedica mmi bai Pia at pk Tiai kerh Pian d D ri TULLN A Plagas Fese OAE Eee Tatia Tiang apa i mmi ini r See Deia Harpe dear Melba ee Amie ETE bi mein ri eat Viral hb Srah E A Md Phe rd ps Cee From this screen you have the ability to revert to a previously installed version of an application For example if you have installed an update to TimeClock Manager and encounter a problem with the update you can revert to the previous version by selecting TimeClock Manager in the list of installed applications and then clicking on the Revert button 4 0 Options This function allows you to change the AutoUpdate settings It is not recommended that these options be changed unless instructed to do so by support personnel Heat Ol pera cee SR Aes ESE
166. k Plus is not installed Companies that must send reports to another site for viewing or printing should use this application Optional Accessories and Software The following is a list of optional components that can be purchased separately to enhance your TimeClock Plus purchase Serial Remote Data Terminals These Remote Data Terminals plug into a serial port in the back of your PC TimeClock Plus Remote Data Terminals allow employees to clock in and out from locations away from the PC These Remote Data Terminals can be located up to 1000 feet away from the PC based upon the additional wiring that you order They can be purchased with magnetic or barcode readers attached Ethernet Remote Data Terminals These Remote Data Terminals plug directly into a LAN drop without the need of having a PC nearby They require a TCP IP based network The terminals can be purchased with magnetic or barcode readers attached Ethernet terminals are ideal solutions for wide area networks WAN because of the minimal data transmitted to the device Biomeiric Remote Data Terminals The Biometric Remote Data Terminals are available with both Ethernet and Serial connectivity Biometric terminals use fingerprint recognition to clock employees in and out instead of using barcode magnetic or manually entered employee numbers Biometric identification eliminates unauthorized buddy punching Payroll Interface Modules These modules allow you to export your hourly inf
167. ked the message Clock In Successful Clock Out Successful etc will be displayed when an employee successfully completes a clock operation TimeClock Plus 4 0 109 Log clock in out failures If checked clock in and out failures will be logged to a file When a clock operation is started but not completed it will be logged to this file This file is created in the root directory of the local C drive and is named RMT lt x gt LOG where lt x gt is the port where the RDT is active Ethernet ports are numbered beginning with 1000 For example if you are logging failures on ETH1 the file created will be CARMT1001 LOG Ask for job code on cost code change If checked the system will also ask you for a new job code when changing cost codes This is useful if you routinely perform job and cost changes at the same time Ask for cost code on job code change If checked the system will also ask you for a new cost code when changing job codes This is useful if you routinely perform job and cost changes at the same time Display shift in HH MM format when viewing hours If checked the time displayed when checking hours will be shown in hours and minutes instead of hours and hundredths For example one and a half hours would be displayed as 1 30 instead of 1 50 Display hours worked for current day as opposed to current shift If checked the employee s hours for the current day will be displayed when checking
168. l appear Status Bar If this menu item is checked then the status bar at the bottom of the screen of the TimeClock Scheduler program will appear Employee List If this menu item is checked the selection list of employees on the left side of the screen in the TimeClock Scheduler will appear 3 0 Reports Menu 3 1 Period Reports TimeClock Scheduler reports are contained in this section Scheduler reports can be printed for different dates or ranges of dates 96 TimeClock Plus 4 0 bici Decree A LT Bo DA Lani Para H Panna apma B Dy 9 checar Do dh Corie dude Bj Dak Echa E Diky Bi each P Nihai Aopare F Entered Scheduled hian E ob Code Disha A epa E Hean Hena Shh lege A Tire Drap hoi 8 indendual Schedule E ideal ijek p Weekly E bd do EE mE dh pr cu To print schedule reports 1 Enter the date range to print in the from and to edit boxes or select a date range from the quick select drop down list 2 Click on Criteria to set the details on which employees you would like to include in the report 3 Place a check into the box next to each report you would like to print using the mouse and then click on the Print button to print the selected reports Or Right click on an individual report to print and select Print from the popup menu that is displayed The following reports can be printed from this screen Daily Job Code Schedule This report will print all shift segments s
169. l show you which employees are absent at this moment See the following section for more information on this option 7 2 Who s Absent 110 TAM 00 Pe D0 Hosk wsgs 311 444 2227 116 SAM 00 PM 2000 Hou Wage III 777 5555 A schedule is required to use this feature NOTE This feature works differently than other absent reports in the system The purpose of this report is to see who is scheduled at the current time but not currently on the clock Other absent reports in the system examine the clock in time and ensure that the employee arrived within a certain number of minutes of that time If they did not they will be reported as absent Criteria This button will allow you to determine which employees will be included in the list Refer to the Criteria section on page 85 for more information Print This button controls printer settings print preview and printing Update This button will update the information on the screen if some clock in and out transactions have occurred while you were viewing this information 7 3 Attendance Monitor The Attendance monitor allows you to view a list of employees that worked or were scheduled during a specific time period on a specific day 56 TimeClock Plus 4 0 F bbendince Hankar Sharing re ano E at oe Fiber wtorkarey Ending times 000 00 m a S00PH de 111 An Desi 402182000 TOE AM 2000H g Ha 115 Maia Gara 1305200 TOD AM 2000 Hark TA ii AA 113 Abbepal Roo Ot
170. le that you have selected TimeClock Plus 4 0 97 4 0 Tools Menu 4 1 Edit Shift Pool This function is used to create or edit a shift pool A shift pool is a list of common preset shifts that are used to schedule employees When editing an employee s schedule from the Individual Schedule window shifts in the shift pool can be selected by clicking on the Shift Pool drop down button iMOPM BOP GDOPH 1200AM 12000440 BA To add a shift to the shift pool click Add To edit an existing shift you can either double click on the shift in the list or select it using the mouse and then clicking Edit er Teenie 9001414 Tres a pom el Cereal To remove a shift from the shift pool select it from the list and click on Delete 4 2 Edit Necessary Shifts This option allows managers to create a list of shifts that must to be filled for a week If the shifts that are necessary for any given week do not change often you can build a list of necessary shifts and use them to build all future schedules et sj dl ber TL EL to A tani a 1500 94 mans a scr mn Tera Dha ure a H ahy ee Amih NF AE Hii Hiba GAA pye ii Ei ale ibai UDP ice greed Saler A 2001 Span Petr SAA Pe Sh To add or edit a necessary shift 1 Select the day for which you would like to add or edit a shift by clicking on it in the tab control at the top of the window 2 To add a shift to the day click Add To edit an existi
171. me because it is accruing 1 to 1 for hours from 40 to 45 Rule number two will not accrue any hours because there are no counted hours from 45 100 Example 3 If an employee works more than 4 hours in job code 1000 during a workweek they will accrue 2 hours of comp time From the Accrual Type screen set the accrual to be based on hours worked Place a check in the Regular Overtime 1 and Overtime 2 fields Place a check in the Count only selected job codes box and enter 1000 in the edit control Ensure that the number 0 and 100 are in the hours to use boxes to include all counted hours In the Accrual Period screen select to post weekly In the Accrual Hour Options screen set the accrual to take place only if the counted hours are greater than or equal to 4 00 In the Number of hours to accrue when accrual is posted enter 2 00 8 4 Holiday Calendar The Holiday calendar function allows users to specify certain days as holidays Dates marked as holidays will be treated differently by showing up in the TimeClock Plus reports as holidays if the employee is configured to receive special compensation for holidays see pg 28 TimeClock Plus 4 0 73 2 linia C alee e ara la To add or edit a holiday 1 Double click on the date in the calendar Pi Hobday Information for 04 00 2000 Deepo bes mess D Reports shxted on this dy as holiday homes I Do nal sapo hit on bhi clay aa bobas bones 2 Enter the des
172. mj Fast Load Cost Code List This method uses direct access to the cost code file which bypasses the database engine This is option is recommended only if you have over 500 cost codes Ask for Job Code when changing cost codes If this option is checked then the system will ask for a job code also when you change job codes Ask for cost code when changing job codes If this option is checked then the system will ask for a cost code when you change cost codes Display cost codes in a tree as opposed to a list If this option is checked the system will display the cost codes in a tree list instead of a list control This option is useful if you are using multiple level cost codes If you are using a single level cost code list mode is recommended Time Server If you have any questions about this tab please see the Time Server configuration in the WinRemote documentation on page 107 TimeClock Plus 4 0 119 Ethernet Remote Data Terminal Setup This documentation should be read in its entirety before you begin using or installing your Ethernet terminal and software associated with it The Remote Data Terminal is not a stand alone unit It operates exactly as the serial Remote Data Terminal does except over Ethernet TCP IP must be installed and configured on the computer that will be running the WinRemote software to control the Ethernet terminal 1 0 Configuring the Ethernet Terminal Prior to using the Ethernet t
173. n To edit an existing job code double click the code in the list or select it using the mouse and click the Edit button You will be presented with the following screen Information Tab This section details basic information about the job code The fields entered here will be used as defaults when adding this job code to an employee infomation Usado Mirian ant Picual a a Dia Job oah maiar ao Darma tray at age Expats ax anno kah area eee Ah Chai 2 Coda e cic Diek ae E FF Haap cents ean eime F i D Rep s sapa Wank 7 ae bieh m or ial eri M Aequisd emy ide ss chook oot or parce etry M Regis est of aci ss okok cot on reread arte E lapis entry of sort once ahan using the io code Job code number Number of the new job code this must be unique It can be up to 10 digits Description A description of the new job code It can be up to 20 characters long TimeClock Plus 4 0 65 Export As When exporting data to a text file this field is exported to represent the Job Code The Export As field can contain the same information as the Job Code number or it can be an alias for the Job Code Export Information This is additional export information that you add to your export It will vary depending on the payroll export module that you are using Please refer to the documentation of your payroll export module Note The following settings are only defaults and can be overridden when adding the job code t
174. n will affect employees that are already entered into TimeClock Plus Information entered here represents information that is common among most employees For each screen available in this section there is a Use Default Information button on the equivalent screen when editing an employee lf you would like an employee to use these settings check the Use Default Information button for each page when adding the employee to TimeClock Plus 4 6 Print Information The Print Information option allows users to print specific information stored in the employee records 38 TimeClock Plus 4 0 Print Isbrrristion To select fields to print 1 Select a field from the Available Field list by clicking on it with the mouse 2 Click the Add button to move the field to the Items to print column You can also double click on the item in the Available fields column to move it to the Items to print column If you would like to clear all of the fields in the Items to print section you can click on the Remove All button To return to the default items to print click on the Default button The items listed in the Items to print column will be printed in the order in which they are displayed in the list If you would like to change the order of the list you can drag the items up and down in the list by clicking on them with the left mouse button and while holding the button down dragging them to a new location To print or preview this information cl
175. ng shift select it from the list and click Edit 98 TimeClock Plus 4 0 Eh job code Ho 7 Ed derrito pardes Endise emne il OF Cmos 3 Enter the job code shift description optional and the starting and ending time for the shift 4 To save the changes click OK To cancel without saving click Cancel To copy a shift or group of shifts to another day 1 Select the day you would like to copy from by clicking on it in the tab control at the top of the window 2 Select the shifts to copy using the mouse button Multiple shifts can be selected by holding down the CTRL key as you select the items 3 Click on the Copy button Theresa obits ihat me decia in fhe conert day well be copied Inthe destimabion day inthe cuen ghi it Galed he daiiran daa ber onda DLA Tad 0001 13001 ted ds 05122001 of Vea sd TE AF de AL Lad am 4 Place a check mark in each of the days you would like to receive a copy of the shifts 5 Click OK to perform the copy or Cancel to close the dialog without copying any shifts 4 3 Build Necessary Shifts This function is used to build a list of necessary shifts based on the current schedule This is useful if you are using the scheduling system for the first time and would like to enter your schedule manually and then build a necessary shift list for future use Saisci ha chacal ko ura lla barked aceon dih nioran A o dd nioran cren i Hha nececosy chil fien forthe pe ad call
176. nner lens This is incorrect finger placement Pressure of Fingerprint On Fingerprint Scanner Lens If too much pressure is applied to the sensor window the ridges in the fingerprint adhere to each other This makes the print indistinguishable If too little pressure is applied the resulting image is too vague and the print will also be indistinguishable Pressure on the fingerprint scanner lens should be mild with good contact Effects of Dryness or Wetness On Fingerprint Images Notice the effects of wetness or dryness on a fingerprint image as shown below TimeClock Plus 4 0 127 When the temperature is low fingerprints are often dry To correct this problem users may moisturize their fingertips by breathing on them before applying their finger to the scanner lens If the fingerprint is too wet the ridges and valleys of the fingerprint are difficult to distinguish This can be corrected by drying the finger on a clean towel or cloth Environmental Considerations The following environmental conditions may affect the usage of the fingerprint scanner e External lighting may affect the sensitivity of the optical sensor Direct sunlight or other high intensity lighting conditions can cause failed operations e Fluctuations in the power supply will affect the image quality and processing time during fingerprint capture TimeClock Plus 4 0 129 TimeClock Plus Fingerprint Scanner It is necessary that this documentation be re
177. nner on this port This check box enables the fingerprint scanner on the terminal otherwise it will behave as a non biometric Remote Data Terminal This must be checked in order for the biometric options to work Gain This is the intensity gain the fingerprint scanner uses when capturing an image 1 2 4 8 Larger values will make the image being captured darker The default value for this setting is 4 1 to 1 Security Level This is the security level used when matching one employee against one fingerprint This security is used when you require the employee to enter his employee number before the verification is requested 1 to Many Security Level This is the security level for the identification process This security level is used when you have the system configured to identify a user based on their fingerprint The higher the number entered here the more secure the system will be Higher security means the system will require a more exact finger print match per employee Register Quality Level This is the quality level of the image of the fingerprint required to register an individual The default setting for Register Quality Level is 40 The higher this number the higher the degree of the quality of the image will be required during registration Verify Quality Level This is the quality level of the image of the fingerprint required to verify an individual s fingerprint image The default setting for Verify Quality Level is 30 As this
178. nrnnnn conc nr anna 11 Setting up an Ethernet Remote Data Terminal ooooncccincccnoccconccononcnnnnnnnoncnnnnnonnncnnnn cnn ncnnnn caro n cnn nro n cnn 12 TimeClock Pl s Concepts ia 13 TIMECIOCK Manage cional tai 15 1 0 File MOM socio is 15 t i lmport Employee Intormation ssi i sccseccssnstaceesapsscecsascasdenesceceusaacapanaescasessarcagdapestancaaegsupacsaseigdieagicsaztassaiessuaaeaatedacsaattacees 15 1 2 Import Employee Job Information isivest dvere iia 19 1 3 Import Employee FOUTS iieis aeaaaee aba 19 AS ASLO Logo Ub E E E E E T 19 SAR O A A EA 19 1 6 Quick Setup Wizard sonimni eani e a a bi 22 1 7 Close Current Week AE E A A EEE E is 23 AA E E E T EE Titec E E E A E A E T 23 ESIE 1 EA T E E A ew A doa a ee T EE EA E N E NEE A hen tatedenees ee 23 ZE Ea aa E dette ined ain a AE ieee E 24 IM MON aa OO NON 24 4 0 Employee Menu oomonccccnconcninnacccnananonnnn annonces rana RACER NARRA 24 AV AJJ Edt Olite ptas ed 24 A DIE C O O 35 4 3 M ve Ren mbet srci ee aH A el et eee ER eee a de icine 36 4 4 Template eii a te eee 36 4 5 Default Information morsa ncaa ts cates settee val ratat sae a ebeden T lla 37 4 6 Print into Mat rass eya tr ti Rd tico alicia 37 427 Export OMAN a shen ia ita 38 4 8 Global ModificatioN cciiiiiai A AA didlos 39 4 9 Edit HOUrSici cci 35 ii iaa ie 40 4 10 Quick Add HQUES ooo nl aisla cat ae a aA lo eres 45 4112 Global Record Add e a a a a a aa a a aaa a a a aa a aa eaae A a AE AE E o aeia SRE S
179. ntification e g Front office e WinRemote can now be run as a service in Windows 2000 and Windows NT which will allow it to be active even when no user is logged into the computer AutoUpdate e AutoUpdate now utilizes HTTP transferring instead of FTP transferring for faster file downloads e Added Info button to the availability list to enable viewing of the changes made to the applications being updated On Screen TimeClock e Added a View button to make viewing hours and schedules possible without having to use the clock in or out buttons e Added touch screen compatible screens to assist touch screen users in clocking in and out e Added the ability to enter scheduling requests Job Costing Module e Multi Layer job costing i e Level 1 Level 2 Level 3 e Ability to track the status of a job costing project i e Begin Start End e New reports to detail the breakdown of each job costing level e Four fields per job code that are user definable and can be used for tracking detailed information about each cost code TimeClock Plus 4 0 5 Getting Started with TimeClock Plus The contents of this section will guide you through the initial setup of your TimeClock Plus software and hardware Installing the TimeClock Plus Software Adding Users Adding Job Codes Setting up Tracked Fields Setting the Pay Frequency Setting Up Accruals Creating Templates Adding Miscellaneous Information Installing the Single User Ver
180. o 19200 All standard terminals operate at 9600 baud Ethernet Communications Configuration The Ethernet configuration requires the entry of an IP address and port number so that the WinRemote system can locate the terminal on your network The IP address and port number should be the same as the IP address and port number entered when the hardware was configured Startup Delay The startup delay is used to delay the startup of the WinRemote software on a port after the connection is made on the port This is useful in some situations where there is a brief disruption in the connection after it is made This value is entered in milliseconds where 1000 milliseconds 1 second For example if you would like to pause the terminal for 2 Ye seconds after it is first connected you would enter 2500 in the startup delay 3 0 Start Stop Button To activate a Remote Data Terminal for use the WinRemote software must be started on the port where the terminal is connected This button will start the Remote Data Terminal that you have selected Notice that once you have selected the terminal and have started it this button changes to a Stop button To stop the terminal click on the Stop button To prevent from having to start each terminal manually when the system if first activated you should configure the Auto Start this port option in the Terminal tab of the port configuration 4 0 Activity Button This option allows you to view the different activi
181. o an employee Clockable If this is checked this job code is clockable by the employee A clockable job code is one that can be used by employees to clock in to the system For example waitress busboy or cashier might be an example of a clockable code while sick vacation or comp time is an example of a non clockable code Earns overtime If this is checked this job code is eligible to earn overtime hours Counts overtime If this is checked this job code will count toward the number of hours required to earn overtime pay Requires Entry of Cost Code This will ask the employee for a cost code when clocking in under this job code Job Costing Module is required Requires Entry of Track 1 2 3 Each job code can track three different fields on clock out For example you may want to track tips parts completed pieces etc Checking these options when adding or modifying a job code means that job code will require data entry in those fields when the employee clocks out Force Overtime 1 2 Tells the system that no matter where this shift falls in the hour calculations for the week it should always be treated as overtime 1 or overtime 2 This would mainly be used for something like holiday pay where someone would get overtime for working on the holiday Breaks Tab This section allows entry of break information for the job code It is used to configure when automatic deductions occur and what types of breaks are paid fede
182. ob Codes Section The Labor Cost Options screen will allow you to view labor costs per job code To do this select Include only selected job codes in labor cost and place a check mark in each of the job codes you want to include in the labor cost The All or None buttons can be used to quick select or unselect all of the job codes in the list Other Options Section Highlight hourly labor percentages above lt x gt If checked any labor cost percentages higher than the percentage entered will be highlighted in the labor cost screen Edit sales by the hour If checked sales can be entered on an hourly basis as opposed to a daily basis Include salaries in total wages If checked the total for salaried employees will be added to the labor figures when determining daily and week labor cost Save entered sales figures If checked sales that have been entered will automatically be saved and recalled 60 TimeClock Plus 4 0 Print This button allows you to print preview or change report settings Period This button will display a calendar and allow you to select any period to view labor cost 7 8 View Hour Edit Log The View Hour Edit Log function allows managers to view changes made to employee hours Detailed information about who made the change where the change was made and on what date and time the change was made G eee FR imj Pe Ee AD OOOO 1078 dd Tai Mara CA 10 ae SUPERADA qiii Aide A eeeh area ELE Bw
183. ocation This allows manager to view edits from by location Detail This button will become enabled when you select a shift by clicking on it This option contains more in depth information about the selected shift TimeClock Plus 4 0 61 hake ge DAI Thee charged RPE poli weet Tire rage gt fill Hoare Print This option controls printing settings and preview of the Hour Edit log report 7 9 View Override Log When a clock restriction is overridden from the On Screen TimeClock or WinRemote software the override is logged This feature allows you to view all overrides for a period of time including information on who performed the override where it took place and what restriction was overridden a fetes ead eel 3 A A Siren leech Dedin DO 13534 hermana SUPERS Peed To view the list of overrides for a period enter the date range in the View data from and to edit controls or select a period from the quick select drop down list Column Information Number The employee number of the employee who performed a restricted operation Name The name of the employee who performed a restricted operation Entry Point The location where the restriction was overridden Some examples are WinRemote or On Screen TimeClock Operation The operation that was being performed when the restriction was flagged i e Clock In Clock Out Date Time The date and time when the restriction and override occurred Reason
184. ock Plus updates Job Code A numeric code that allows you to specify what job department or any other designation an employee can work Each employee must have at least one job code that is marked as clockable in order to clock in Labor Cost This is an estimated figure to show you how much labor is costing you throughout the day It totals the wages for all the employees currently working and reports them as a percentage of entered sales figures Open Shift A shift in any schedule that can be used to allow unrestricted clock in and out operations By adding an open shift to an employee during a specific time range the employee can clock in and out even if they would normally have been restricted by schedule restriction in their employee record Pay Frequency or Pay Period The date range by which your employees are paid This can be set in the defaults to Weekly Bi Weekly Semi Monthly or Monthly Preferences Any options that customize the software for your specific needs Most preferences can be found in TimeClock Manager under the Configuration menu but there are also options in On Screen TimeClock and WinRemote Previous Week Any seven day workweek that has previously been closed from TimeClock Manager using the Close Week function The weeks can be viewed from TimeClock Manger using the edit hours function 136 TimeClock Plus 4 0 Program Directory The directory or folder on your computer s hard drive where
185. of the window is the list of permissions that can be added or removed from each user The user rights section is divided into each of the applications contained within TimeClock Plus To open the restrictions for any application click on the plus sign next to the item For each of the applications the structure of the list is similar to the menu structure in the application For example if you are looking for restrictions to the Who s Here list you would click on TimeClock Manager then Tools then Who s Here because that is the same location where that option resides in TimeClock Manager To add a user to the system click Add Lisa Inbormation Uiir elt ManaGER Use nar le dr Copy metings hom aks im 1 Enter a unique User ld 2 Enter the user s name 3 If you would like to create the user with no permissions select Blank User from the Copy settings from drop down list To make a clone of another user select the user id from the drop down list 4 Click Ok to add the user or Cancel to close the dialog without adding the user to the system 5 Once you have added the user the user id will be included in the left column Permission settings can be adjusted for this user by checking or un checking the boxes in the User Rights section To edit the settings for an existing user 1 Select the user from the list 2 Click on the Edit button TimeClock Plus 4 0 75 3 4 Full res ford Sapa 1D Pumber pie l
186. on Bocess Preview 0 Cua Cancel Required Fields All fields in this section must be entered before the record addition can be performed Enter the date and time for the clock in and out of the shift to be added If you are adding a shift that is to remain clocked in place a check in the Leave clocked in box and only enter the date and time in Click on the Extra button to set options to disable the auto deduction for the shift being added or to force overtime for the shift Optional Fields All fields in this section are optional If you would like to add tracked information for the shift or you would like to specify a cost code for the shift Job Costing Module required it can be done here Options These check boxes allow you to specify how the import is processed Use default pay rate for the selected job code on a per employee basis If checked the rate the employee is assigned for the job code specified will be used when adding the record If it is not checked the rate specified in this dialog will be used for all employees regardless of their specified rate for the selected job code Include suspended individuals in addition This function will add the record to employees even if they are on a suspended status If you have any questions about the suspended status please refer to the Edit employee section of this manual Buttons Process This button will perform the global record addition using the data entered
187. on will allow you to preview the actions that you have entered so you can see what changes will be made without actually making the changes When you are satisfied with the results use the Process button to actually perform the changes Process This option will perform the global modification based on the information entered l 1 Erih Johri Enplopsa skari bi TIN Lean Arg Emplones shari it Gena bina Ersplorea shart 1 Leyi imade Erphee skert ha Theni Mh Enpkese abari hii te ried ph iE me Sid Mrs Emplogss ads hy the pasie pb code L Aio ibs npkpss asad ha ls osere job nods 1 Mane Lady Lepage abad ha the redacta jah toie 1 Masters hlera dob code man aided io epi iH Gs Tarp 13 Crue Emir doy code mim akiri bo emplopea lal Parks Dior bob pode mate bch le orien 1 Bipin Die bot phis msn added ln emplea i Wistin Inter Job pode ee added ip ales 17 Lia ot khi code e ariel le amples wm a 4 9 Edit Hours The Edit Hours function allows managers to edit an employee s clock in and out transactions This is necessary for entering non clockable job codes such as sick and vacation time and can also be used to correct inaccurate clock operations such as a forgotten clock out TimeClock Plus 4 0 41 COTA peer eee ee eR eer ee Te iri tes Lai Core Hom Ape pr Tepid Tome Ge DA A i A Ku L oO ame 3 3 AL DAA Ar 1 p mT ad SP 00 e A omw A E ioe 06 i ign
188. on will be necessary and if the fingerprint verification fails the system will prompt the user for a password Operating Mode The Biometric Remote Data Terminal can store prints internally or on the hard disk of the computer where TimeClock Plus Data Directory resides If the prints are stored in the reader one to many verification is possible but there are limitations The more employees that you have stored inside the terminal the longer verification will take on a one to many setting 124 TimeClock Plus 4 0 b i tik iiias nisi e part Ce Heip Emire magica par lona Merge Macia A Sto prir ners in reacia E hs cra bap lo delas a rabo abs FF Daba on F Di oharge coed sos FF Os ahha cas FT iaa E Oe goon beak M Tis vie ha E Os hang job cock I Drivers aches E los naaa a of ras dere i rr bod D kiak m Lael cone a ari ar Ua or eer A er ieee D ian 7 Or chap jot cent FT bn deck oni E On charge cui coe Flesch ces ini Th birar id mes epee ia e T rarabi pops eb bears ree ba caste cda le pi ade rae de es Store prints internally in reader If this option is checked the individual prints will be stored internally in the reader Clock operations using prints stored in the reader are faster that those using prints that are not stored in the reader The main limitation of prints stored in the reader is that only employee numbers 1 60000 can be enrolled Use one to many lookup to determine employee numbe
189. ons 35 Scheduled labor cost 101 Scheduling a shift 91 Serial Adaptor 136 Serial Port 136 Server 136 Server address 107 Server Type 107 Service Time server 113 WinRemote 108 Seventh day overtime 28 Shift approval 44 Shift note 44 Shift Pool 91 Add 97 Edit 97 Shifts 13 Sick Job Code 22 Split shift 43 Startup delay 111 Status Bar 24 Supervisor 19 Support 103 Suspended 25 76 Tardy 31 78 Tardy detail 31 TCP IP 136 Template 36 Terminal See Remote Data Terminal Termination date 25 Test Badge 109 Time Server 1 113 118 137 Time zone 107 TimeClock See On Screen TimeClock TimeClock Manager 1 15 142 TimeClock Plus 4 0 TimeClock Scheduler 1 87 Times 13 Tips 79 Tool Bar 24 Tracked Fields 26 65 79 Transfer job information 100 Troubleshooting 137 WinRemote 120 Updates 102 Updating from disk 102 USB to serial convertor 138 User List 73 Vacation Job Code 22 Waiting for host 138 Weekly Schedule 92 Options 93 Weeks to Schedule 88 Welcome 1 What s New 3 Who s Absent 55 Who s Here 54 Wide Area Network 120 WinRemote 1 4 11 83 105 107 108 109 110 111 112 118 119 120 121 125 135 136 138 Activity 111 Auto start port 109 Beep on keypress 109 Ethernet setup 119 Frequently asked questions 119 Locate terminal 111 Port configuration 108 Prompt files 105 Service configuration 108 Start port 111 Stop port 111
190. option is checked the position and size of the window will be saved when the application is closed Close button minimizes application If this option is checked the close button will only minimize the screen It will not actually close the application Display time on main application screen If this option is checked the current time will be displayed at the top of the main window Reminders This tab is used to schedule reminders that can be set to popup messages play sounds or execute a file This can be used to display messages when it is time to go to lunch or to play a sound file at a certain time of day In order for reminders to function the On Screen TimeClock application must be running Windom Litt piama Pride dots iting Tie ern Lerch Tee Yr dl TEDEH pe bior Tunae Tha Fr More Geet Yur ij TLI AH on Hon Tua teed ha Pre berin Freak TE dd PiE PH on biri Tie a Thai Fi Di big Te ds 200 PH on Th of a ol To add or edit a reminder 1 If adding click on Add If editing select the reminder in the list and click Edit fee jma Es a Cae Ee harrier D f a T hrig ri T ores F fes D Tanri Tala FP aane FT ay deci l Me mil la ss es FP Baap coco TO lu te A CXT ua 2 Enter a description for the reminder in the Description field 3 Enter a time to activate the reminder in the time field Clicking on the clock icon in the edit field will open the time entry dialog 4 Select th
191. ormation directly to your payroll or accounting package This eliminates having to print out your reports and then manually enter the information into the accounting package Hamster Mouse Fingerprint Recognition TimeClock Plus offers Hamster fingerprint recognition This device is used to verify an employee s identity when clocking in and out from the On Screen TimeClock application A biometric device that is integrated with a mouse or keyboard can also be purchased Barcode Software TimeClock Plus offers barcode printing software The barcode software allows you to make your own barcodes to work with your barcode reader attached to a Remote Data Terminal Job Costing Module The Job Costing Module is an add on that enables tracking of time spent on projects or tasks It adds multiple layers of detail to the job code tracking that is already included in TimeClock Plus Auto Import The Auto Import application is used to perform an unattended import of clock data This is useful when using another application to collect the data for import into TimeClock Plus TimeClock Plus 4 0 3 What s New in Version 4 0 TimeClock Manager New Edit Employee and Edit Hours window for easier editing Multiple templates for employee information Split Shift function which simplifies editing an employee s hours if they forget to clock in out Makes adding breaks easier Minimum break lengths to ensure employees to take their full required b
192. ou would like to use a different break type to tie the segments together you should double click on the first segment and select the break from the edit dialog Add Edit View Note This function allows a note to be added edited or viewed for a particular shift Clicking on the intersection of the column containing the heading Note and the row containing the shift segment you wish to modify can also access this screen fT ha Shit sc edited becacos Pap iago bo clock out lor kach A _ tw Enter the note and click on the OK button to save the note and return back to the Edit Hours screen or click on the Cancel button to cancel the shift note function Shift notes cannot exceed 100 characters in length Notice that once a note is created on a shift a small icon of a note will appear in the Note column of the hours window Several pay period reports including the Selected Job Codes report can print the shift note information Toggle Management Employee Approval This function will mark the shift as approved by management employee or both Notice that a small check mark will appear under the M column for management or the E column for employee when you toggle this back and forth Note that the employee column might display another letter if you have renamed employee to another name such as Student Manager and employee shift approvals can also be performed from the Approval Manager and employee approvals can be performed from the
193. ound during a one to many identification Use fast match mode This option turns off the screen updates during the matching process which will result in faster matches If you are using one to many mode and have a large number of employees fast match mode is recommended Enroll The Enroll tab is used to enroll employees into the system Two successful fingerprint images are required for a successful enrollment Users are prompted with enrollment instructions by the Action label that is located just above the command buttons The system will prompt the user that enrollment was successful or unsuccessful upon completion TimeClock Plus 4 0 133 Lee basg Cihat Capi 7 Liar Ereoding E rciopen JE Ace Acc Fles pda nga then piisi Copias s ee e _ w tone 5 0 Enrolling An Employee To enroll an employee 1 Enter the Enrolling Screen which is located on the Enroll Tab 2 Press the New button 3 Enter the Employee Number to Enroll Please note that the employee must be set up in TimeClock Plus prior to enrollment 4 Have the employee place a finger on the scanner Observe the Live Image window This window should show a clear and distinct fingerprint If this image is not clear and distinct refer to the Device Defaults section of this manual to adjust the settings for the fingerprint scanner a Press the Capture button This will store the Live Image to the Capture 1 section of the window O Have th
194. ow workstations running TimeClock Plus to obtain the system time from the server NOTE This program is included only in the network version of TimeClock Plus lore Oack Tara terser Tir Cari IF Aches TIGA TESTO HA Tiger Jock aed eaten accel TRAN A713 HA Shean roche n tere er pel I TIGA TTT Hi Peale er peis Puraj creation pirea CRAIN Pt WS Clean roca e ining on post 7 1 0 Service Button The Service Button allows you to install remove start and stop Time Server as a service on your PC server When you install Time Server as a service it will run automatically when your PC is booted which will eliminate the need to manually start it each time If you install Time Server as a service make sure you have the appropriate network user rights to do so If you are unsure about your rights please consult with your network administrator By default the application will use the SYSTEM account when it is active as a service If you receive access denied messages when attempting to start the service this user may not have sufficient permission on your system To alleviate this you should go to the services applet in the control panel and choose a different account for running this service 2 0 Clear Button This option will clear out the log of activity on the time server 3 0 Options Button The options button is used to configure the settings for the time server You should not change these settings unless you fully understand what
195. ployee An individual schedule will open which will allow you to make any changes necessary to the employee s schedule For information on adding schedules using the individual schedule see the previous section TimeClock Plus 4 0 93 As shifts are added they will appear in the weekly overall schedule Bo Fe eee FEO AO A A A ge Dl Har ag VF peran Pee BOSS FEY Fe eS Fe eH A 00d Hors hap Hy ee ere eo Spel Pra O aca Pret Re PY re PAL ene A fii hee a Poe Ee Pra cal Prec Ae ee AA A AA Eaha a Eee Oe O pee Pret ee ADE A AE A AA AAA A Ear ira SH ee Mahari krge SOG Heuety Wage 1000 ADO APRETAR PS id AH A Mi ee Hours ee DO Hoty Wage DHr hee Ge REA aE A A wa Hee NT eE a a Options The Weekly Overall Options can be accessed by clicking on the Options button from the Weekly Overall Schedule The options are used to configure how information is displayed in the Weekly Overall Schedule r irada soft aeir Ingridusk miha iH hudd be pried scoring lo mha held Sot ode S r Display optiorg Fe Show idekia manba in ia bat T Show irdridaali daiak in ihe ket r Hane ma Hite tzue tha rebia be diplayed m e hd Fast Lact fie John Doe C Lal ftia Dos John Sort Order This combo box will allow you to select the method used to sort the employees that are displayed in the Weekly Overall Schedule Show individuals number in the list If this option is checked the employee numbers w
196. ption is used Specify a new directory Select this option if you decide to create an entirely new and clean data directory for this company Specify the drive and location in this text box This is the recommended selection If you have chosen a directory containing data from a previous version the system will ask if you would like to convert the data that resides in the directory you entered If you answer yes to the question the data will be converted to 4 0 format and will no longer be usable by previous versions of TimeClock Plus If you have chosen to place the data in a new directory you will be given the option to convert previous data into this directory If you choose to convert data from a previous directory you will be asked for the directory containing the previous data When the creation of the company takes place the previous data will be copied into the new directory and converted This will leave the previous data intact so it can still be accessed from earlier versions of the software This is the recommended method of installation The Company Settings screen is the last in the sequence of company creation Enter the fields as specified below and click on Finish to complete the company creation 22 TimeClock Plus 4 0 6 kaadas bo track sick andl vacation des agote rust honor wihal job rareta bo astiga bor ssh Daret hess codes cannot be changed ithe Tanan saem Sick Job Code 1000 Wecation sob Coder fiin Risga
197. ptions click on the Options button Display times from to This option allows you display a particular time period for viewing the schedules For example if your business is only open from 7 00 AM to 7 00 PM you may not want to display information before or after these times Display open shifts If this option is checked then open shifts will be displayed in the graph Display on call shifts If this option is checked then on call shifts will be displayed in the graph All shifts for an individual on the same line If this option is selected then all of the employee s shifts will be displayed on one line One shift per line If this option is selected the different shifts that an employee works will be staggered and separated by one line lady Ceeral Schedule tices Display Display vs om ESAT to F Display open his F Display orrcad thii How choral thi ba doplayad 7 Al rhit for an in beyechuall otha zara irm Ore chat pei ina Colca Tesco CO Opes shai codos NN Honra st color BE eo cole Seleci d sl color MM Cr _ cms Colors Each type of shift can be colored to represent its information To change the color of a specific type of shift click on the box containing the color and select a new color from the dialog displayed Filter The Filter option allows you to control which shifts are displayed in the grid To access the filter options click on the Filter button TimeClock Plus 4 0 95
198. pts to clock in 150 minutes late the system will report that there is no shift near the current time and they will be restricted from clocking in to the system An individual is considered tardy after how many minutes late Enter the number of minutes an employee must be late before they are considered tardy An individual is considered absent after how many minutes late Enter the number of minutes an employee must be late before they are considered absent Use actual times instead of rounded times If this option is checked then the actual time an employee clocks instead of the rounded time will be used to calculate an absent or tardy In most cases you will want to check this option Count only one tardy per day If this option is checked an employee will only be counted tardy once per day even if they are tardy for multiple shifts Count only one absence per day If this option is checked an employee will be counted absent only once per day even if they miss multiple shifts TimeClock This tab contains defaults for use with the On Screen TimeClock and Remote Data Terminal software Fimcked Famde Bali Cede bifa bCa Sym Manager Sched Tinetbch EnplpanEriy hada dos ts hi Glee rg of bra rad e ll cer ol rarei ic TF loa e ol nee elos hdd T Allo sen of lead punch A thee amean on D ipa peg of aphan ondo Kiipier E Dipa Bim opm F als Change ds Code opion TD herda numba phe clock niza
199. r The one to many lookup automatically searches for a fingerprint match by comparing the current fingerprint to all of the others stored in the database The system will match approximately 40 prints per second If you have 80 prints stored in the system the lookup will take about 2 seconds This time is added to the time required to capture the print prior to the lookup You can specify what actions in the system will request the one to many verification by placing a check next to them For example if you only require verification on clock in and out you should place a check in only those boxes Employees will be allowed to perform all other operations without one to many verification Automatically retry failed one to many verifications If this option is checked then failed one to many verifications will be retried automatically instead of generating an error message after the first failed identification This is useful if you have employees that have difficulty positioning their finger correctly on the terminal Use one to one verification to verify identity after number is known The one to one verification will prompt the user for an employee number and then perform verification against a single stored print The system will only compare the print to the employee number file instead of all of the fingerprint images You may specify which functions that you would like to use the one to one verification by checking the appropriate box in this
200. r is added the import will first load the template then import the data into the template and then save the new employee which will consist of a merge between the template and the imported data See page 36 for more information about using Templates 5 Click the Next button A screen will be displayed showing a summary of the action that is about to take place Look over the information and make sure it is correct When you have verified that everything is correct click Finish to perform the import or Cancel to cancel the operation without importing any data If you find something wrong with the information presented you can press the Back button to return to previous screens to correct the mistake 1 2 Import Employee Job Information The Import Employee Job Information function is used to import job information for individual employees such as job codes rates etc It operates the same as Import Employee Information Please Refer to section 1 1 when using this function 1 3 Import Employee Hours Import Employee Hours function is used to import employee hours such as hours and overtime hours It operates the same as Import Employee Information It is used to import hours from other TimeClock Plus locations or from other devices such as cash registers or proprietary collection devices Please Refer to section 1 1 when using this function 1 4 Login Logout TimeClock Plus allows different access to different parts of the TimeClock Manager
201. ration Daaa irararar ard Faure cuts Chu Suir Deira I pran den tat bere a carl ano Fai Deduct fs Padri j ii abee a Ew waa Deki h miep a a aee r al E aaa Dried Bomar a Faj cd Paii Cinco benak a amm pond F bhan cdo red oad A min imm E fia gt A E tera tun Automatic Deductions This section allows you to preset deductions in minutes for shifts for this particular job code This is to allow for an automatic deduction of breaks for shifts that are above or equal to certain lengths For automatic deductions to take place it must be a shift with no clocked breaks i e only one clock in and one clock out operation Example Job code 100 is set to auto deduct 30 minutes for shifts above or equal to 4 hours If employee 1 clocks in at 8 00 A M and out at 1 00 P M for break back in at 1 30 P M and out at 5 00 P M the auto deduction rules would not apply because the shift contained a clocked break If the employee clocks in at 8 00 A M and out at 5 00 P M the auto deduction will apply because he worked a straight shift with no clocked breaks Automatic deductions should be used when your employees are required to take breaks after shifts of certain lengths but you do not require them to clock in and out for those breaks For example suppose all shifts over 4 hours require a 15 minute unpaid break You could configure all job codes to deduct 15 minutes for shifts over 4 hours If the Job Costing Module is installed
202. re any errors in the optimization the system will prompt you at this time Note It is recommended that you perform a data backup before optimizing 7 7 Display Labor Cost The Labor Cost analysis provides an hour by hour breakdown of number of hours worked estimated wages paid and labor as a percentage of sales for all employees A summary at the top of the window provides total hours wages sales and labor percentage The summary can be set to display daily or weekly totals TimeClock Plus 4 0 59 Linear Curl Labor cost tor the period of 02 25 2001 to 03 03 2001 Hours arkad 145 58 Esteva vamp H100 7 Wien dalije Telal saber 41155 00 Salsa wager ETA E Wiem nel guess Total mages Hizi If sales are being entered by the hour the dollar amounts can be edited by clicking on the appropriate box in the Sales column Update This option will refresh the data that you are viewing If the labor cost screen has been open for a period of time the update button will refresh the information displayed to once again be up to the minute Options This button will display the Labor Cost Options Job Codes C incida all ph cerka in labu coat 5 pectin any eect pod coder rhan cost iW Sac ry TUN Ve A DO gt Hori wage hona r Diha options FF Highight hourly labes percentages above 23 105 BP Edi aai by a hour F Include siaii in ional wages E Save ordered calar gee CEJ ee J
203. re several factors to be considered when using the Biometric Remote Data Terminal Fingerprint recognition may be impossible for some people This is due to injury to fingers excessive dry skin corrosive exposure or other circumstances that have damaged or changed the individual s fingerprints Fingerprint recognition will be most efficient if the following guidelines are followed e The finger is properly positioned on the lens e The proper amount of pressure is applied e The fingers are not too wet or too dry e The operating environment is considered 126 TimeClock Plus 4 0 Finger Placement In order for an individual s fingerprint to register correctly for verification and enrollment the person should place their finger on the same spot consistently so that it reads the same fingerprint image every time Correct positioning of the finger will be centering the fingernail over the center of the scanner lens as shown below The fingertip should extend only a few millimeters beyond the scanner lens It is recommended that you use your index finger Because of the normal size of an index finger surface contact and light exposure are optimal with the fingerprint scanner lens You may still use other fingers but the index finger is recommended Notice the optimal surface contact with the finger This is correct finger placement fn E Notice in the image below that only a small portion of the fingerprint is in contact with the sca
204. reaks Each employee in TimeClock Plus can now have up to sixty job codes JPEG files are now supported for employee photos as well as bitmaps Employee e mail addresses can now be saved with employee information Employees that clock in with a job code configured for Auto Out will now appear in the Who s Here list When editing an employee the names can now be sorted by number first name last name or classification Ability to force overtime on shifts Added additional overtime calculation for 7 day overtime and holiday time Now able to calculate overtime 2 for weekly overtime i e Overtime 1 for hours over 40 hours per week and Overtime 2 for hours over 60 hours Advanced holiday tracking which allows each employee to earn different overtime rates or premium pay for time worked on configured holidays Customizable user defined accrual rules to accrue hours into any job code Quick Setup Wizard Added ability to globally add hours to a previous week Improved messaging capabilities allowing for multiple messages to be sent to the same employee Multiple Break codes types for better tracking i e Lunch Restroom Ability to add comments about a particular shift Override log implemented to show when a restriction was overridden who made the override action who the employee clocking in out was where the override was entered and the reason for the override More tracking added for the Edit Hour log to show where the edit transa
205. repair shop may need to track exactly how many man hours are being spent on each car in order to properly bill the customer TimeClock Plus has the optional Job Cost Module to facilitate this Employees clock in and out using cost codes Each employee is expected to have only a few job codes and those codes change infrequently Conversely there is no limit to the number of cost codes available and those codes are easily changed Cost codes are assigned for the company as a whole TimeClock Plus 4 0 15 TimeClock Manager 1 0 File Menu 1 1 Import Employee Information Note that the heading of this tab can be changed to reflect other labels such as student or another custom reference for the individuals being tracked This setting can be adjusted in the Configuration Defaults System Tab The Import Employee Information function is used to import personal information for employees This option will map and write the information imported from an external source to the TimeClock Plus database The import mechanism is very flexible and allows importing in virtually any format including delimited text fixed length text and DBASE compatible files If you are importing files from other software applications use the features in these applications to save the data to a format that TimeClock Plus can import such as comma delimited ASCII Example If you have a payroll system that supports exporting you may want to add an individual to the
206. rive 2 Ifthe CD auto starts select Install Module Software Add On from the menu If the CD does not auto start run the Modules application located on the CD by clicking on the Windows Start Menu selecting Run and entering X Modules Modules exe where X is the drive letter of your CD ROM drive 3 Expand the Software Additions section by clicking on the plus next to the item 4 Select Biometrics Secugen Parallel USB Fingerprint from the menu by clicking on it with the mouse 5 Click Install to launch the installation application 6 Once running the InstallShield Wizard program will prompt you for an activation key Enter the activation key that you received and click Next to complete the installation of the software 7 Restart your computer if prompted to do so after the installation completes Configuring the biometric software for use 1 Launch the On Screen TimeClock application by clicking on it in the TimeClock Plus 4 0 program group N Click on the yellow clock in the upper left corner of the On Screen TimeClock window system menu 3 From the drop down menu select the configure option 4 Enter a username and password to access the configuration screen wie Le Dpi Fiennes cda i mir im ie mal es hen Morin bop ES Plager lee boris 5 Select the Modules tab 6 Click on the Secugen Finger Scan Module to highlight it 7 Click on the Configure button This will enable options to adjust th
207. rom time to time indexes may become out of order and impede the performance of your system Indexes can become corrupt due to network problems or if you lose power during a database update If you feel that your system performance is slowing you may want to perform the re index operation 4 9 Optimize Data Files Optimizing data files actually deletes records marked for deletion in the TimeClock Plus Program This process will also attempt to repair corruption The Optimize Schedule screen will let you specify which data that you want to actually delete from the system Optimere Schedule F Remove days scheduled pac a unciaduads lestenali n date I Remove schedule for suspended individuals E Remove iab riada trom Fle Rennes deleted records hom schedide Preview Process Carcel To perform the optimization select the actions to perform by placing a check mark next to the item and then click Process If you would like to preview the changes that will be made without actually changing any data you can click on the Preview button 4 9 Transfer Job Information The Transfer Job Information function is used to copy scheduled hours directly to the TimeClock Plus databases This function is mainly used to transfer scheduled sick and vacation hours into the hours worked but it can be used to transfer any job code that is scheduled Note When you transfer job information it is just like the employees clocked in and out in the main
208. s e Mok He le Mer kha dd Gs deal iia Ao orde Ms kihi Hauet F ia iran oem di rr r Caida dema ra Fader rra Dt lei Feces T hera crak ae etre dra emh tere E io cite idea iria O ile En dan Caz E Dora Pako ma ee Mide 1 LA Jada H aiia mi Besar ibs ii a lero I a ah Mal paga i Le varmn Hila im Ti y ar Figari w E Pen Her Ti 1 ii Ln eid Tee deim rara Auto Rounding No schedule required This feature will automatically round an employee s clock in or out time without the need for a schedule To enable this feature place a check mark in the box for the operation to round then enter the number to minutes to round to and at what minute the round up takes place The value entered in the To lt x gt mins field must divide evenly into 60 since there are 60 minutes in an hour The number in the Round up at lt y gt mins field must be less than or equal to the number entered in the first field Example Suppose you want to round clock in times to the nearest 15 minutes To accomplish this you would enter 15 into the first field and 8 minutes into the round up at field If the employee clocks in from 6 00 to 6 07 their time will be rounded to 6 00 If they clock in from 6 08 to 6 15 their time will be rounded to 6 15 The same would also be the case for each 15 minute segment of the hour Clock In Restrictions This feature allows managers to restrict employees when they reach overtime or are ne
209. s On installations with much activity this can sometimes make your database files unnecessarily large slowing down TimeClock Plus The process of actually deleting the data is known as optimizing When TimeClock Plus optimizes a database it searches through and purges all the data that has been marked for deletion TimeClock Plus automatically optimizes the current week s clock in and clock out records when you close the week It also gives you the option to optimize the database files This is not a vital procedure under normal conditions although optimizing once every one to four month is recommended However if you suspect a power failure or other incident may have corrupted a database you can optimize the databases to eliminate these errors You should only optimize the databases when TimeClock Plus use is at a minimum The following screen will appear when you select the Optimize Data files option from the Tools menu in TimeClock Manager Dist Dalabaser WARNING The ope proc dl terete al dele record Worn e Tee Dick Pl atebese and also sterol bo mpar sry dsrage delscted m there He Die do he nature od thie process E ki pscormerded that hi opeishon be parlomned when dsishase somes ls ats niaaa be recommended hal you paan a backup bale oponga Cierre cues Once you have read and understand the warning given click on the Continue button to perform the optimization or click Cancel to exit without optimizing If there we
210. sed At the lower right is the Schedule Information The Schedule Information section contains information about Date Time In Time Out and Job Code for the employee When editing hours for the current week the Schedule Information box shows this week s schedule plus up to 3 additional weeks of schedules When editing hours in a previous week the box shows the hours scheduled for that week only Options Button The options button is used to configure display options for the edit hours screen FE Dinis bres in beet in hourzominuber toons inchaed of hundir E Highlight chil segments chat contain breaks E Display fhe actual dik in and oud tines in edeltion bo the nounced hirie F tn open sua iros wher ect houn opera F duly open recibe vendo whan edd howe opens TF s ha confrrabon when deleting a di hom sn inii Fam a sh beng added ndled in cunent meek wall exceed cade Li _ to Display times in list in hours minutes format instead of hundredths For instance if the time worked is 1 hour and 45 minutes hours minutes format would be displayed as 1 45 and hundredths would be displayed as 1 75 Highlight shift segments that contain breaks Shift segments will be highlighted if the segment contains a break of at least one minute Display the actual clock in and out times in addition to the rounded times If you have rounding of any sort configured in the employee record the times reported and the actual times may differ
211. sed to change employee 1 information or if the record is to be rejected because it already exists If you were adding new employees you would not want to check this option because you would not want a new employees information to overwrite and existing employee If you were importing updated address and phone numbers for existing employees you would want to modify existing data to reflect the changes in the import file Add records to database if they do not already exist If you want to only modify information for existing employees do not check this and it will prevent records from being added to the system if they do not already exist in the system If TimeClock Plus 4 0 19 your import file contains data for employee 1 and 2 and 1 already exists in the system number 2 will only be added to the system if this option is checked Base added records on what template The system contains many employee templates Templates are a base from which you add an employee If most of the settings for your employees are the same then you would set up a template that contains all of those settings and when adding a new employee you would select that template as a base so that you do not have to re enter the default fields every time The importing works the same way You may not want to import all of the fields that are common to a particular template so you can just base the data being imported on a particular template in the system When a new use
212. sidiesg of thes haps of py ec ed Tirs konk Pi cabrones Ceres on 5 mi bare Ender thee cote of thee tiai of dhe bert rro pou vel bee unin Pi paire Lo rack nea Period Esos ateo rara E Sick Job Code This is the default code for sick time you can change it at this time but this is the only time that it can be changed for this company Once set the sick job code cannot be changed Vacation Job Code This is the default code for vacation time you can change it at this time but this is the only time that it can be changed for this company Once set the vacation job code cannot be changed Period Base Date The Period Base Date is the starting day for the first week that you will be using TimeClock Plus TimeClock Plus bases overtime calculations on a 7 day workweek A typical workweek could be Sunday to Saturday If for example you calculate overtime on a period from Sunday to Saturday and today is Wednesday you should enter the date of the previous Sunday Do not confuse the Period Base Date with your pay frequency For example you may pay on the 1 and the 16 but neither the 1 nor the 16 represent the beginning of a 7 day workweek Make sure the date for the first day of the 7 day workweek and not the first day of your pay period is in this field When the Finish button is pressed you will be presented with a warning screen asking for confirmation that the period base date entered is correct Read this screen carefully and select
213. sion of TimeClock Plus 4 0 Note If you are upgrading from a previous version of TimeClock Plus and wish to update your information to Version 4 0 you should make a backup of your current data directory The single user version of TimeClock Plus can be installed by running the setup exe program found on the TimeClock Plus CD ROM 1 2 Insert the TimeClock Plus CD ROM into your CD ROM drive If auto run is enabled a menu will appear If it is not enabled click on the Start menu and select Run Enter XASETUP in the program name and click the OK button where X is the drive letter of your CD ROM drive Click on Install TimeClock Plus Server Single User to launch the InstallShield Setup Wizard Enter your company information and serial number which can be located serial number Select the Destination folder to which you will be installing the software If you are upgrading from version 3 0 you can install 4 0 into the same directory If you are upgrading from a version prior to 4 0 or you would like to continue to use your previous version you should install TimeClock Plus 4 0 into a different directory Select the components to install on your system By default all items are selected for install These are the recommended selections InstallShield Wizard Telen Components Chost the comporent Suelo vell metal vi Hanegerment sofa Remote Tenia cofre let nti maeme 7 Gr Gein TaneClock Hacilios in TimeCiock Plus 2 Hemh progra t
214. slower and requires a connection to the server before the time can be obtained 3 Version 3 0 Time Server Choose this option if you are still running the TimeClock Plus 3 0 Version of Time Server If all clients are using 4 0 you should activate the 4 0 version of the software so that the DGRAM method can be used Use default operating system time zone If this option is selected the Remote Data Terminals will use the time zone of the client PC where the WinRemote software is running The time is always obtained from the server in GMT Specify a time zone for this client If this option is selected the WinRemote software will perform the necessary time zone conversions internally This setting will ignore the current time zone setting on the PC This is useful in preventing employees from tampering with the time zone of the PC to attempt to clock in late or leave early Automatically adjust time for daylight savings U S rules If this option is checked then the WinRemote software and Remote Data Terminals will adjust for the daylight savings rules Do not check this option in areas that do not implement daylight savings time Allow operations when time server cannot be contacted If this option is checked employees will still be able to clock in and out on the Remote Data Terminals even if the time cannot be obtained from a the time server The WinRemote software will receive the time from the workstation that it is running on un
215. sly installed to ensure that the data is copied into the new install If you have accidentally created an empty company you should enter TimeClock Manager choose Select Company from the File menu and delete the company You should then recreate the company to convert previous data How do I make TimeClock Plus obtain the time from another machine on my network You must have the network version of TimeClock Plus installed to have access to a time server To obtain the time from another machine in your network you must configure the Time Server application on that machine Each of the clients that are to receive the time from that server should be configured using the Time Server tab in their configuration section I have setup the Time Server and it seems to be functioning properly but when clock in the client machines report the time to be different from that of the server by X number of hours What is wrong The most likely problem is that your server and client machines are set to different time zones TimeClock Plus assumes the time from the server to be the correct time in the time zone where the computer is located To correct this problem ensure that both machines are set on the correct time zone Please see your system administrator if you have any questions regarding this task Why won t my early and late clock restrictions work You should first ensure that you have a schedule set up for the employee that you want to restrict This
216. ster Job Code section in the Configuration Section of the manual see pg 64 Click on the Next button when you are done with the Job Codes section to continue on to the Tracked fields section Do pow hack iidr mi ar lpr Patr or Picar f eg T Ha hoe hat he abiiy ip eens etch of thes Benes pied Aids ord seeds runa of decree places vih mach For mama to arde boc ariar the word bes in the hte Column and 2 in the cord ta epica bee decir Planes Hobe that sach treched held can contes up do sigh gts of dista Tracked fed Y ear Te Decimal places ita 2 Tracked held E rear Par Drescirras pisas ir held po Trackoadi iid Seamer ibA acaparrat 0 shet tees ce tio The Tracked Fields section will allow you to configure how tracked fields are stored in TimeClock Plus Tracked fields can be configured to store tips pieces parts or dollar amounts Each job code in the system can be configured to require entry of a tracked amount when an employee clocks out using TimeClock Plus Click on the Next button once you have completed adding this information The Pay Frequency screen will appear e Uasi How ain do you piy Emmai e Job Codes r e Tracks ik Pop patoa shart on f aed iE Par A PT Becnualt Tarnelala Micalineca HOTE Thesa held are la iial tha apple itor autornaticsally deiere cites les e current pared ered do rod renal thes pap perra lo ha hype dasdi tet TimeClock Plus 4 0 9 Answer
217. t 800 749 8463 or e mail sales timeclockplus com Delete This option will allow you to delete the currently selected cost code If a cost code is still needed for reporting purposes consider marking it as inactive instead of deleting it from the system Print This option allows for printing previewing and changing report settings for the cost code list report Import This option will allow you to import cost code lists from other applications or TimeClock Plus systems If you have any questions about importing please refer to page 15 Export This option will allow you to export your cost code list to other TimeClock Plus installations or other applications If you have any questions about importing please refer to page 38 Add This option will allow you to add a cost code Edit This option will allow you to edit a cost code teva SGT Lei TE 1 Level Darapon Ear ca Exparicas AAN PS Fe Cost A P Camaj FP Ommi TV Gist FP Dama Level 1 2 3 The cost code can be broken down into 3 levels The total number of characters in the three levels can be no more than 45 characters Some examples of the use of levels are Franklin Yard Mowing Ride Mower Franklin Yard Mowing Push Mower Franklin Yard Edging When printing reports the subtotals can be obtained for each of the levels In the examples above a total time could be obtained on the Franklin Yard or mowing on the Franklin Yar
218. t a SPS e se oe Brey Olean Ei Mara Osna n E Amda L piri H oraiko 7 Hohe Tho A Tarir 7 Maria Han E N a T ds Hara m n Melia hiaai plc 1 1 T 1 1 i 1 1z 1 i 1 a J Tere ep Fie 4 Total Cra i aj Einin If an employee has been marked as unavailable an unavailable message will appear when you try to schedule them for the shift The availability is divided into two sections fixed and period The fixed availability is used to set the employees availability for Sunday through Saturday regardless of what date the day falls on The period availability is used to set availability for a certain date In determining if an employee is available to work a particular day the system will first check the fixed availability and then the period availability Example If an employee cannot work Sundays you would edit their fixed availability and block the entire day on Sunday If an employee cannot work September 5 2001 because of a prior commitment you would edit the period availability for that date and block it to prevent the employee from being scheduled for that date To block availability for an employee 1 Select the employee from the list on the left side of the screen Click Edit Fixed to edit their fixed availability U N Using the mouse click and drag in the grid to enter times that the employee should not be scheduled a A Click on Period and select the date for any
219. ter but do not have enough communications ports Is there anything that I can do Multiple terminals can be run from a single PC by adding a multi port communications board or by using Ethernet Remote Data Terminals instead of serial terminals There are several multi port serial cards available for Windows operating systems These I O boards will add more communications COM ports to your PC Once the board is installed the extra COM ports will show up in the WinRemote software Another solution is to purchase a USB to Serial converter These are available from several computer vendors They provide one serial port for each adaptor purchased The WinRemote software stops working every night at the same time What could be causing this The most common cause for this is a scheduled task that is interfering with the operation of the WinRemote software In some instances the problem can be due to server maintenance such as backup that are being performed at certain times To alleviate this problem scan the local workstation and the server for tasks that are being performed at the time of failure Once isolated reconfigure or disable them to prevent the interference Does TimeClock Plus interface with my payroll package TimeClock Plus interfaces with many payroll systems and interfaces are being developed on a daily basis Call our sales department at 800 749 8463 to see if we work with your system If we do not we will work with you to d
220. text can also be changed using the button containing the red green and blue bars To print the notes that are entered for the employee click on the icon containing the printer laa CI ee Prie Steer o ti eee amis bien ie malri al a foe af a 5 Te TA ee i al pued pa 101 Error det Se ik iria Langan m itl Empir a p a tif het Pes do BA Degg es rri A a eee Fe i Er Lal Iii ede A erry m di Fatri E lam tea a Tiir rema ENN Emplea ques sacs tere E 11 1 Tey bre a 13 bam Da ii im Fra i 13 Tam Hokies M0 1k Junko Makin a 1 Bete las i ia Mit bras O i ieh biri im E imn iore fa in bay ms 1E 7 Ma mo in Dama Diis a Scheduler Tab This tab allows managers to restrict clocking in and out for employees based on a schedule created in the Scheduling program If an employee tries to clock in or outside of the constraints set in this tab a manager s approval will be required This tab will also allow employee clock operations to be rounded to a schedule TimeClock Plus 4 0 35 it B H ir a loa D ore Semcon Gisik io Poo e Conder Hor tad cnt Fae le dec bain vk in e E Cad Cial i A smin ees iif a G Depli ri E Lada ic Dal y Mod lo bi T Pera bd pea od tie ham ib rg O mma pir m fe selon OS ened chem O miem clio day mi apin j1 A i mmia are tet te Jue i tm Approval Required For Schedule required This section sets up restrictions to pr
221. th then week that you wish to edit You will have to double click on the week that you wish to edit Once you have done this the shifts that the employee has worked show up in the edit hours screen You can edit previous weeks this way Keep in mind that once you have closed a week and go back to edit the shifts accruals and all cumulative totals such as sick and vacation will not be updated In order to keep posted information accurate it is recommended that you only edit hours prior to closing the week To return to editing the current information click on the History button and choose Current Week from the list of available weeks WARNING When editing shifts in history the information already posted for accruals and cumulative totals for the week will not be updated 4 10 Quick Add Hours The Quick Add Hours function is used for adding hours quickly to an employee or group of employees while bypassing the Edit Hours section 3 at Dh ea a Ho Tass i 500 44 Ata Dreni Data AS Teta So FP Empiece docs e fobCede Io a Filis rada ooo Nchi E Hakim E Pier M4 raid Bch ua fixan Mat To add hours to an employee or group of employees 1 Select the employees to add the record to from the list on the left Multiple employees can be selected by holding the CTRL key as you click on them with the mouse 2 Enter the date time and other information in the space provided 3 If you would like to force
222. the first time you will be prompted to use the Quick Setup Wizard If you decline to use the Quick Setup Wizard you can go back and run it at a later time from the File menu and select the Quick Setup Wizard option You must be logged in as SUPERVISOR to use the Quick Setup Wizard The Quick Setup Wizard will guide you through setting up Users Job Codes Tracked Fields Pay Frequency Accruals Templates Miscellaneous Information The utes de lo vou do add ida weer do the pei eh cost ho only User pakuy mpezi ofthe Timea applcabora Thi cs be wehi i pru dob Codes sabik bhui o pres dridal coe Lo ody viisari bhat ied ol cdc Tracked Fed onthe clack of loaf hous Pay Frequencies Accu Template To add awa to the gpl Click Add Micelaneoa 1 Click on the Add button to add a user This will bring up the User List screen Users are employees that will have access to the TimeClock Manager TimeClock Plus 4 0 7 e 167 John Seth Ho al Took WE dea Gere Ho a H Emploper a H Copaon H fi D kippi apip haag B E head kys nki 8 ote areni asak E E kpn apm pb iniarak E pkn i vrbi bo ua A Reporte a anh s H Espai B Hiii Cih Code Lint E Mave lob Code Lit E Pay Penod inforaation E Tiradiock Pin rd correr T Diy pla restrictions added in vation L9 m e E E 2 Click on the Add button to add a user to the system Set the user s permissions in the right side of the window by granting and revoking user ri
223. the questions regarding how often you pay and if necessary enter the day of the month each pay period starts The pay frequency is used only when printing reports and exporting to determine the dates of the current pay period and previous pay period Values entered here do not affect any calculations in TimeClock Plus If you pay monthly or semi monthly you will be asked to enter what date each pay period starts on For example if you pay semi monthly and each pay period starts on the 1 and the 16 you would enter 1 and 16 here If you pay bi weekly you will be asked to enter the bi weekly base date This date is used to determine whether a particular date falls in week one or week two of any given pay period This date must be on the same day of week as the period base date that was entered when the company was created and should represent the starting date of any two week pay period Click on the Next button to advance to Accruals Click on the Edit Accrual Rules button to display the list of currently configured Accrual Rules Accruals are useful for tracking information such as the accrual of overtime hours into a paid time off job code to track employees paid time off e prt ee ie ee ee ee eee he ee F h pam biri miii ae il ae Mei ee rd ori T rie bok a Dp ip EPY ee ce eed ee ed ee ee e Topehopal Pinte qa barda ed dera cer ld rr lr re a e ia de aie dl ee pe eh ee NT a Foie ecm a rite iid dom e Ed ab hes be mec al ning W
224. this accrual only if counted hours are equal or above lt x gt This accrual will only be posted if the number of counted hours as determined by Accrual Type settings is greater or equal to the number entered here This option is only available if the accrual is based on hours worked Number of hours to accrue for each counted hour This is the amount of hours to accrue for each counted hour determined by the settings in the Accrual Type section For example if an employee accrues 15 minutes of vacation for every counted hour you would enter 0 25 into this text box 72 TimeClock Plus 4 0 Number of hours to accrue when accrual is posted This is a fixed number of hours to accrue when this accrual is posted If the accrual is based on hours worked this amount will be added to the number of hours accrued for each counted hour Accrual is posted to what job code You can specify which job code by clicking on the ellipsis icon in this text box This is the job code that relates to this accrual For example if you are accruing sick time you would enter the sick job code in this field 9 Click on the Next button to advance to the Accrual Summary screen Ad iriall Sian 2 iil le rol bed am hai aiad j val be ponted yesdy om has date sonny 80 0000 hos dath r ctii ii pasad Time li boomed indo ob oode 101 Back Fah Tgi Hele 10 Review the information presented If you are satisfied with t
225. through the use of user names and passwords See the User List documentation on page 73 for information about adding users and creating access permissions rer ID SUPERVISOR Pasiword Cancel 1 Enter your user ID or select it by clicking on the down arrow 2 Click on the Password box and enter the password for the user selected 3 Click on the OK button Now you have access to the system 1 5 Select Company To select a company for use you can either double click on the company name in the list or select it using the mouse and then click on the Select button The company can also be chosen from the command line when running the TimeClock Manager by adding the COMPANY lt x gt switch to the shortcut that runs the application The lt x gt in this statement represents the Company Id number assigned when the company was created 20 TimeClock Plus 4 0 JFLESTIMECLOCK PLE d ODA TAZA i Ye dob Pesur EPROGAAA FILESATIMECLOCE PUS d DATA 2 Homi Fangi Casing Barot CAPRIDIGASA FILES ATIMECLOCE PLUG 4NDATA 3 Select This option will select the company that you have highlighted Delete This option will delete a company that you have highlighted or selected The data for the company is not deleted The company is merely deleted from the list of available companies Edit This option allows you to edit the settings for data directory and company name for the company that is selected The Edit Company Inform
226. til the time server can be contacted Save as default server for all clients If this option is checked all WinRemote and On Screen TimeClock applications used in the selected company will share the same settings Status This option will display the status of the connection to the time server This is to indicate if the connection is successful or not Test This option will test the connection to the time server to determine if a successful connection is possible Once the settings are configured they should be tested using this button 108 TimeClock Plus 4 0 Service The WinRemote software can be run as a service on Windows NT When the WinRemote program runs as a service it starts automatically and runs constantly in the background of your system There is no need to log into the system to start the application had iso Ci i a AA Raros fe orien ere Det ee ae j a A ee Pere A MI Creada am Be memre eed be eee al era alc da es Eines het rd od Service Status This option will display the current status of the WinRemote service Install This button will install the WinRemote service Once the service is installed it must be started to become active Uninstall This will uninstall the WinRemote service This option is only available if the service is installed Start This will start the WinRemote service This option is only available if the service is installed and not already started Stop
227. tin aia Tina lean Pi Le Hook age aH Pal il Lil ad 3001 paca Prepacte 1700 ii it 110 da Bri 200 Cui Lee Job Code d pel hoes Once the information for the period is displayed it can be printed by clicking on the Print button Accrual History The accrual history is used to view add or edit hours that have been posted to or taken from the accruals 32 TimeClock Plus 4 0 forual History lor David Green Cute Pret dob Code serund Takan Harma EE Witte O00 E TRA Pii Nacion 000 TATA Wii Vaca 1 0000 LEON MOUSE BO A Each item listed represents an amount of hours that have either been accrued or taken Each accrual lists the date the accrual was posted job code and the amount accrued and or taken A check field is also present to denote when an accrual was manually added to the system from this screen using the Add button A summary of this information can be found in the accrual section while editing an employee Reports for this information can be generated from the Pay Period reports section in TimeClock Manager Raise History The Raise History screen will allow users to view the pay rate history for the employee A raise can be given from the Jobs tab while editing an employee dot 2 dea Oi Ed Hour Wap 675 Good fork Habs Message History For more information on the message history refer to the Employee Messaging section on page 47 Reviews Tab The reviews tab is used for stor
228. tion This password is used to override a restriction as SUPERVISOR from the On Screen TimeClock User Password This is the password that the current user logged into TimeClock Manager uses for access This option is not shown when logged in as SUPERVISOR To change or set a password 1 Select the password that you want to change 2 Click on the Edit button Current paemani Desa pass and Assent new patiwa Look _ teen 3 Ifthe password is already set for the item selected enter it in the Current Password edit box 4 Enter the new password in the New password edit box 5 Confirm the new password in the Re enter new password edit box 6 Click on the Ok button to save the changes or click Cancel to discard the changes 8 9 Footers The Footers section of the TimeClock Manager program is used for customizing the footers that will print at the bottom of the TimeClock Plus reports TimeClock Plus 4 0 83 Lat ade io Deception ma COMPA a iite ss peL Dir TIME Fires HHHK PF Canter MOHTHs Month arman Fage A ss Ss MORTHAUNS Month 124 1 E Det Dep Morcleg 1 DAS Cap 1 23 Fag edge HC ea DLE SHORT H eve EU LOTE AR HOLA Ho 7 021 a dee Place Page March 15 2001 Del oa OF Cie The fields on the left side of the screen are locations where the data will show up on the footer of the pages On the right side of the screen are fields that you can place in
229. tion will become enabled Minor Age The age that you company determines is a minor For each day of the week you should enter the time of day to begin flagging minors that remain on the clock For example if you enter 5 00 PM on Mondays and a minor is still on the clock at 5 15 PM on Monday he will be shown in a different color in the Who s Here list to alert you that he is still working past the allowed time 82 TimeClock Plus 4 0 8 8 Passwords The Passwords section allows users to change the Manager passwords in the following sections of TimeClock Plus Pasiwonds Remote Daha Terminal Restuction Cupra Pasand Exit Tome Qc Rastecion User Password Password mequied bo edil ampia hou ss perras on hs Remote Cate Terminal The following list of passwords can be set from the passwords section Edit Hours in RDT This password is necessary to edit hours as SUPERVISOR from the TimeClock Plus Remote Data Terminals Remote Data Terminal Restriction This password is used to override a restriction as SUPERVISOR from the Remote Data Terminal Passwords to override as other users in TimeClock Plus can be set from the user list Supervisor Password This is the supervisor access password It is the password used by the SUPERVISOR user to gain access to TimeClock Manager and TimeClock Scheduler The SUPERVISOR user is a built in account that has full access to all areas of TimeClock Plus TimeClock Restric
230. ts Copy the current schedule make any adjustments necessary and you now have next week s schedule ready Minimum Requirements TimeClock Plus has certain software and hardware requirements to ensure proper operation of the software e Pentium 66 or above e Windows 95 or later Windows NT 4 0 or later e 16MB RAM 32MB recommended e 10 gigabytes hard disk space on server or single user install e Mouse or other pointing device e CD ROM drive How this user manual is organized This manual describes all of the controls and functions of the TimeClock Plus Software Most of the common functions in TimeClock Plus are very simple to understand If you have trouble understanding any functions you can access the online help by pressing F1 or refer to the application s section in this manual Included Applications TimeClock Plus for Windows version 4 0 is distributed on CD ROM media If you do not have a CD ROM drive on your computer you can create diskettes from the CD ROM using the MAKEDISK utility located in the UTILITY directory on the CD TimeClock Plus is a full 32 bit program compatible with Windows 95 and later and Windows NT 4 0 and later The following is a list of the components that come with the TimeClock Plus installation On Screen TimeClock This application is used to clock in and out from the PC desktop It is used mainly in environments that are networked with each employee having access to a PC TimeClock Manager The
231. ty that has occurred on a Remote Data Terminal For instance you will see the transactions that have occurred on the terminal such as activation or deactivation and various clock in and out operations Umar Iris Bel evil ay Lang ae Aeae Terra ee 5 0 Locate Button The Locate button will attempt to locate any Remote Data Terminals that are serially connected to the PC CoM 300 bused ROT pais BIS 1 25 Found OCA Viele ADT pri 112 TimeClock Plus 4 0 Each port that has a Remote Data Terminal connected and not currently active will display the lt x gt baud RDT found message Ports that appear to be valid for connecting a Remote Data Terminal will display the message Valid RDT port If you would like to configure a port from this screen select the port number from the list and click on the Configure button 6 0 Exit Button This will exit and shut down the WinRemote program The terminal s that the WinRemote is controlling will not function if the software is shut down To minimize the WinRemote software click on the minimize button in the top right hand corner of the main WinRemote screen There will be a small red RDT icon in your system tray To access the WinRemote software double click on the RDT icon TimeClock Plus 4 0 113 TimeClock Time Server The Time Server program designed to run as either an application on the desktop or as a service on Windows NT The time server application is used to all
232. u Other Buttons Criteria The criteria is used to select employees to include in the reports Refer to the Criteria section on page 85 if you have any questions about this feature Options The options screens are used to configure report options such as time formats sorting order and line spacing Formatting This tab controls formatting for time hours and employee names The information set in these tabs will apply to all pay period reports Formatting Hiscellssecun Print orion Tous bona 1 Ful Tma HHNH PP SP I Hip HHHH UE Mila HHMH 1630 O bem HH HH 9650 Houa kay D Mirad A hours 15 wares 15 io Hundrecdthe 5 hours 15 marta 535 Prectnone Mere iorra fe Full Hayes Hohn D Cea D Pa ialil Dos Lal Final Doe oii i F Hommalee names be tame cane be JOHN DOE ohn Dice Miscellaneous This tab configures settings for sort order printer dialog and the default reporting period TimeClock Plus 4 0 Famating Micelenooss Print Coon Arpa 5011 pola baad on hal ed IO rica E Pina srba When pining repara aar anik au Mos Lo br up the printer corhgurati n daky I Heas DH settings lps be as D ieii Dialog el be shown beloss mach iepor a pira Fe Ft Fispor Dislog el be chown on fret repent oriy Desay Calmi sapoching pard Last Fen le to tw Report Sorting Individual reports are sorted according to this section Note Not all reports provide detail
233. u lose data A backup of your data should be performed at regular intervals to ensure that no data will be lost in the event of a hard drive or system failure El lk Dada EMPLOVEE ROOTES DIRECTORY i EMPLIFAEE PHOTOS DIRE CE ORY E Eevee 108 phate EXPORT FORMAT HALCIDAY E POET PIRMAT MAFCTOAY e LANIA COST GALES DIRECT ANHE DIREC PO Seis DIAA da T Seba GL da TAO E icimi FS i 00 T WHER HATER PLET ECO F brm im E Lera g laides her y ra dde n E Copag bi E Cansa aii i E Daia bam chats To select items for backup place a check in the box next to the item by clicking on it with the mouse All items can be selected by clicking on the TimeClock Data Directory item at the top of the list Quick Select This option allows a quick selection to backup the data contained in the current month current year current week last month or last year Start Backup This button will start the backup process which will backup the files selected in the list You will be prompted for a file name before the backup begins 7 12 Restore System Information Restore system information restores your TimeClock Plus data that was backed up using the Backup System Information option You may have to restore data if your data is damaged or corrupted Note Before restoring any data you should make a backup of your current system in case you accidentally restore an incorrect file brim Sica jaiera sey Pis scad dro Cogan
234. u should execute the secondary application and import the file that was created Refer to the documentation of your payroll or accounting software for instruction on importing b Period Papert Esper lorsat Corera Dabrr s ogue port deta inom 1012052000 bo ULT E r Manual Enia th z Enot arar Pour Wii Malla airot FF Bol espor by jotoade E Gpl por by ral of pay FE G l epon be ost code Fer Expert hosti lor tala ed m briduale PO Esport hache bsdii Toe 1 TP Expat iake beled 2 Tick PO Esport hache bsid J Tichy Fr Espa heade bre ot lap of e aT Drima Broce cme TimeClock Plus 4 0 53 To export your period information to a file 1 Select the export format to use from the Export format drop down box 2 Enter the date range that you wish to export in the date range fields or select a period from the quick select list to the right of the date range 3 Specify the export filename and location from the Export filename textbox Make a note of where this file is being created so that you can locate it when you attempt to import it into another application 4 Select the module settings you would like for the export 5 Ifthe Configure button is enabled click on it and ensure that the configuration is correct Refer to the documentation for the specific package you are using for information on configuring 6 Select the employees to include in the export
235. umber when clocking in and out If this number is checked the employee s number will be displayed as they enter it to clock in and out of the system If this option is not checked asterisks will be displayed as the number is entered Allow editing hours from the Remote Data Terminal If checked users that are granted access can edit employee hours using the edit hours function on the Remote Data Terminal This function can be accessed by pressing 6 on the keypad when the terminal is active Employee Entry This tab controls which fields will require input when adding a new employee into the TimeClock Plus To require a field place a check in the box next to the field Tidd fiki Ermak Culata Mice Fisk Jot Ceeting Syden Manage Schedler Teraliok Ermepes Entry Seleci al ol the beida han den equated men ordering r cord int an Peds reco E Frstnarad M gsh F Lan nares FP Bithelote PF addes F Chenheston T Cie M Phone serie M Sie F EH Address l p C Epara F Hine ala Tracked Fields Tracked fields are used to collect information from individuals when they are clocking out of a shift that has been marked for to collect these fields For example tips sales parts or pieces 80 TimeClock Plus 4 0 Tinertioek efira s Daima H Schmid Timelloch Eneioyen Erny TuschedFiskk espem Maced Jet Coming The haced etch dia bab ured do vall nka nair oe recieve sehen they an clocking ood of a
236. unction performs the task of resetting this data Reset Tracked Information Erekana Inbceratior E Reset ouais hours wte T Alesetcumalsiivs wick total FT Rte curls vacation bota FF Chat metsage hitos pia lo 02 25 2001 9 FF Cheestardy died prados 252007 FF Geer seen detal porta ADO m F Geerscoushtorjoboods 2000 a Process O cance Information in each of these fields begins accumulating the moment the employee is set up in the system Each field on the screen can be marked for reset by placing a check in the box next to the item In addition the Criteria can be entered to allow the reset to affect only a select few individuals Some fields contain date ranges To erase all information for fields that contain date ranges enter today s date into the date control to ensure that all data is prior to that date All information reset from this screen can be found in the Edit Employee screen under the Cumulative tab Example If you would like to keep a running total of sick and vacation hours for the year you should perform the reset of sick and vacation totals at the beginning of the year Note that resetting these totals merely resets the particular counter to zero in the employee record No sick and vacation history is actually erased TimeClock Plus 4 0 63 7 11 Backup System Information Backing up the system information will provide data redundancy so that information can be restored again if something happens and yo
237. ur company by typing the text in the Line 1 4 section The alignment of each of the lines of text can also be changed by selecting the desired alignment type from the drop down list corresponding to each line of text Requires Input If this is set to yes it means that when this prompt is displayed the user is required to provide some sort of input Prompts that require input must have an asterisk somewhere in the prompt to designate where the cursor will be placed to receive the input after the prompt is displayed For example if you are requesting an employee number a prompt line may be Enter number Input length If input is required this field will display the length of the input to be retrieved Substituted fields In some prompts the system will substitute information into some of the fields in the prompt For example when the system displays the date and time of the clock in the prompt might be Date 1 Time 2 The 1 and 2 fields designate that a replacement will take place when the prompt is displayed If you change the prompt your new prompt should also include these fields if you would like this information displayed TimeClock Plus 4 0 107 Other substitutions This section describes other substitutions that can take place in a prompt For example if you enter p in a prompt it will be replaced with the current Press any Key prompt Time Server Tab Network Version Only The Remote D
238. ware Over my Wide Area Network what is the ideal setup The best way to run the Ethernet terminal over a WAN is to setup the software on the server or another computer that has high bandwidth access to the data files on the server The WinRemote software is responsible for accessing the data files If the software is run remotely across the WAN the data files must be carried across the WAN connection therefore slowing down the clock in operation If the software is being executed on a computer that has speedy access to the data files there should be no delay to TimeClock Plus operations even over dial up connections Place the terminal on the slower side of the WAN so that minimal data is transmitted across the WAN 4 0 Trouble Shooting Terminal beeps when it is started and does not work This is normally due to an incorrect baud rate setup for a serial terminal To set the baud rate to the appropriate setting select the port and then click on Configure From the configuration screen click on the Communications tab Error The system was unable to start the port The WinRemote software will report this error if it is unable to take control of the IP specified in the software The IP address may be in use by another computer or Ethernet terminal on the network Disconnect the Ethernet terminal from the network Open a DOS prompt and type ping P address where IP address represents the IP that has been entered in the software I
239. will be displayed directly follows the order in which they appear in the list The list can be sorted by clicking on the header of any one of the columns Information about an employee is divided into several sections To access each of the sections click on the tabs at the top of the window after an employee has been selected e Ed iros Fl ata Uae ideki Ham Ps he Omia er a l la Tm a Tie baba diia Gemas toma Erro IE a TIE bee Can n ti iiy iss iE IE Hai Gma ri LL immi Legar X Tl Miche Viera XE ig Hay op UN 114 Liraya Firka 4 Litt Eii haza TE fr res z ar Daie dich m er a ba o ia rel my me ak ii Core at in ere bip ig cp gp ip ini azan mn Faka br La Die horis AD 1E krim Wiis IE W Beare Ema ta Lipi Tu Li faa Mapa afi VW LE ikma fide i 17 Vogl Moa ve F bgm T ii Tener pe j TimeClock Plus 4 0 25 Info Tab This tab contains personal information about the selected employee Gaje E dde n ea re m e ia i Dame o Pero Pira Di Pali o Umir ti n iin O Ce aie il A Edie CS Le 1 E Daria ati i Uk ieee rr Ceri Yarr do pe el G Mala pmi a os os b The following fields can be specified to require data input before allowing you to continue This option is found under the Configuration Preferences Defaults Employee Entry Tab see page 79 First First name of the employee Last Name Last name of the employee Address
240. yee basis Prints Cost Code Level Description Employee Name and Number Regular Hours Overtime 1 Hours and Overtime 2 Hours Individual Cost Summary This is broken down by employee then by cost code with totals then by job code It displays the number of regular and overtime hours worked and tracked field amounts accumulated Individual Costing Detail This report is similar to the Complete Payroll Report but is used for job costing detail It prints full detail including date and time in and out job code cost code hour split etc for each employee 10 7 Accruals Accrual Usage Information This report prints the hours each individual has used from his accrued time during the period specified Includes Employee Name Job Code Date Posted Hours Accrued Hours Taken and Hours Remaining The Options include print Employee Number Employee Export Code Social Security Number and Date Total on Report Period Accrual Information This report will display all accruals that were posted to an individual over any period of time 11 0 Criteria Appendix The Criteria option allows users to narrow down certain processes to specific employee numbers or ranges By setting a certain criteria the process that you are carrying out will only affect the employees that you have specified in this screen 86 TimeClock Plus 4 0 Hares job codes FECES un His debe tom 01 07 7500 i lo pfizer E Dax once hae har fa in freer Disisi eh

Vendor`s Manual for Timeclock Plus 4

Contents

Download Pdf Manuals

Related Search

Related Contents