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TimePunch Client 2.6

1. Alt S Create time entry array Create new time entry Using this feature a single time entry can be created The time entry starts and ends at the same day Create several days duration entries Several days duration entries don t use a start or end time but a daytime like morning midday or evening The concrete start and end time will be taken from the working time model This makes it easy to enter leave or sick times Certainly the start and end date can also be the same Create time entry array A time entry array consists of time entries that repeat over the given time frame In opposite to the several days duration entries a concrete start and end time must be set Revision 27 Page 16 of 59 TIMEPUNCH CLIENT 2 6 Special case employee starts in mid month TimePunch always takes the complete month in order to calculate the flexitime If therefore an employee starts in mid month the working time until the current start day has to be marked as idle period This is necessary because otherwise the missing entries will be calculated as missing hours In order to create an idle period one can create a new time entry series The default project other contains a task called idle period Date 01 10 2014 Through 10 10 2014 Customer Scheduled Worked Available Time entries of the day h 01h 02h 03h 04h 05h 06
2. HE HERE HE HERE EEE HERE KEREE HE DE EN N EN N Erster vi a SS I ce Ba122003 Saam CHE Fule mmens sung Revision 27 an enge on em CELE Page 19 of 59 TIMEPUNCH CLIENT 2 6 Projects and tasks In TimePunch time entries can be applied to a project and a task The following pages describes how to manage those in TimePunch Creating projects and edit Using the menu item Master data projects all defined projects will be shown Inactive projects will be hidden by default but can be shown by deactivating the checkbox Only show active projects Only show active projects At this dialog new projects can be created and existing projects can be edited with a double click Te mc hes been um C BE Background Ld Project State Project State Status is calculated based on the hours quota Billing data Project Time Frame Customer default Bd _ Project is Time Limited Hourly rate net Curency Begin 17 10 2014 Reserved Worktime h VAT 13 End 17 10 2014 Project specific Tasks Access Rights User Specific Adjustments Predefined Tasks At this dialog project specific tasks can be created by using the add button Revision 27 Page 20 of 59 TIMEPUNCH CLIENT 2 6 Access rights and user specific adjustments In order to keep the project list for the single project member clean the access rights for projects can be
3. 0m em oof am aoo Petervandera 800 800 sof sof 600 Information For self employed staff members no working time model is stored This will be shown with an n a not applicable in the employee overview Revision 27 Page 14 of 59 TIMEPUNCH CLIENT 2 6 Enter new time entries and edit existing In order to amend the time entries of a staff member one has to select the member in the member list of TimePunch PRO File Edit View Reports Extras Help ABI GRAB ra BF BBX AIEE Date Bernd Schuster bernd schuster Bernd Schuster bernd schuster Carola Baumann carola baumann Peter Vanderbild peter vanderbild 31 01 2014 Fr 30 01 2014 Th IT Service 08 00 16 00 08 00h 29 01 2014 We IT Service 08 00 16 00 08 00h 28 01 2014 Tu IT Service 08 00 16 00 08 00h 27 01 2014 Mo IT Service 08 00 16 00 08 00h Edit time entries create new one With a double click to a time entry it can be modified With a right click to it it opens the context menu in which one can choose a command to create or edit a time entry File Edit View Reports Staticdata Extras Help H w3 hal a e 5 y LP H xX a Hakan Kaiser timepunch hkaiser DER Date Day Ref Nr Customer Project ID Task Start End Workin Break Leave Sick Flextime Joumey Important 01 10 2014 We Arbeitszeit 08 05 14 00 05 55h 01 10 2014 we z 11400714250 00 25h PT lt Create new time entry
4. Missing hours can be compensated by selecting Compensate missing hours The entered missing hours will then be added to the missing hours and also displayed in the monthly report for the selected user Revision 27 Page 34 of 59 TIMEPUNCH CLIENT 2 6 Overtime compensation The flexitime calculation in TimePunch interprets missing entries as taken overtime Seeing that adding an entry for overtime compensation is not necessary But for the clarity adding entries for the compensated overtime is a good advice Also in this case it s recommended to create an entry series Project Fi Customer EP Scheduled Worked Available Time entries of the day Sonstiges Sonstiges berstunden abbauer berstunden abbauer h 01h 02h 03h 04h 05h 06h 07h 08h 09h 10h 11h 12h 13h 14h 15h 16h 17h 18h 19h 20h 21h 22h 23h 00h 01h O2h 03h 04h 05h 06h OFh 08h 09h 10h 11h 12h 13h 14h 15h 16h 17t gt Delete time entry Revision 27 Page 35 of 59 TIMEPUNCH CLIENT 2 6 Evaluate the development of overtime The buildup and reduction of overtime can be evaluated at best with the overtime report In this report the target hours the current working time and the therefore done and taken overtime displayed Overtime Report Carola Baumann 2 2014 Overtime until previous month 15 00 h Missing hours in month 76 17 h Missing hours 1 17h Overtime limitation no Total Missing Hours 61 17 h A u a a eed
5. Tenet Babe pepe Overtime compensation a Leave Sickness Annual plant shutdown idle zZ Bank holiday Weekend Page 1 of 1 period Take remaining leave into the upcoming year Remaining leave will be automatically taken over to the New Year Important for the takeover is the last December All remaining leave that is shown in this month will be added to the January of the next year Analyse Work time Overtime Leave Sickness Rules Remaining holidays in 4013 totals 300 days Remaining holidays in 2013 through Deze 300 days Holidays in Dezember 0 00 days Annual holidays 30 days Apply Analyse Work time Overtime Leave Sich A Remaining holidays in 2014 totals 33 00 days Remaining holidays in 014 through Januar 33 00 days Holidays in Januar om days Annual holidays 30 days Apply Revision 27 Page 39 of 59 TIMEPUNCH CLIENT 2 6 Reporting The following pages describe the reporting functionality of TimePunch Menu Reports Reporting Options For each report there are different filters available This filters Fiter Users won t change the look but the data that is displayed een Fiter Projects If the account owns administration rights it is possible to create Fiter selected Projects reports for all user accounts For most reports it s also possible other to filter projects and tasks as well as the reporting time frame Working time Additionally there is an option called P
6. 3 Roles Logon Name Passw User Name Rights Employment Client License Administrator gerhard Administrator Employed gt l bemd schuster Bemd Schuster Full Access Employed Full Access carola baumann Carola Baumann je peter vanderbild Br Pe Add TimePunch Profile Ctrl A Rename TimePunch Profile Ctrl R Set Password Adjust TimePunch Profile Ctrl E Adjust Watcher Settings Verwenden eines fest definierten NN Projekts zum Starten der ersten Aufzeichnung am Tag An Projektaktualisienung erinnem Beim Spermen von Windows The different recording options are described in detail within the user manual of TimePunch Watcher But it s important to know that the settings can be managed centralized Because if a user only owns the right to record only times he can t change those settings Revision 27 Page 46 of 59 TIMEPUNCH CLIENT 2 6 Quitting of employees If employees are leaving the enterprise they cannot be deleted in TimePunch due to their existing time entries And even if it would be possible deleting the time entries is not recommended because the times may needed in the future Because of this reason the times of employees who left the enterprise can be archived For this purpose the employee is first moved to the role of No Access Now a change to the license management is necessary Here the appropriate license type is selected first in the t
7. Alt N r i j 01 10 2014 We 14 25 18 55 04 30h 02 10 2014 Th Create several days duration entries Alt S 08 10 12 50 04 40h 02 10 2014 Th Cregas time g G x 02 10 2014 Th Edit time t 03 10 2014 Fr 04 10 2014 Sa Assign to cu Baig 01 10 2014 fis Start 14 I m er u or status 05 10 2014 Su c 06 10 2014 Mo Mark Entries reporting 06 10 2014 Mo Mark Entries r 06 10 2014 Mo 07 10 2014 Tu Projet Bf Customer G 07 10 2014 Tu i Abaz 07 10 2014 El Paste anan Delete Scheduled 08 10 2014 Select All Worked 09 10 2014 DETSTE 09 10 2014 Arbeitszeit Available 09 10 2014 10 10 2014 10 10 2014 10 10 2014 11 10 2014 12 10 2014 12 1N N14 Time entries of the day Working time 10h25m Break Arbeitszeit Oktober 2014 gt i Mi Do Fr Sa So 123 4 55 8 9 10 11 12 15 16 17 18 19 22 23 24 25 26 h Oth O2h 03h Osh 05h 06h 07h Oh 09h 10h 11h 13h 14h 15h 16h 17h 18h 19h 20h 2ih 22h 23h 00 29 30 31 1 2 456789 C Heute 17 102014 IK I Revision 27 Page 15 of 59 TIMEPUNCH CLIENT 2 6 Differences Time entry several days duration entries time entry array In TimePunch time entries can be created different ways The menu offers three possibilities in order to create time entries View Reports Extras Help Create new time entry Alt N Create several days duration entries
8. C Heute 17 10 2014 Working time until today Remaining leave Revision 27 Page 18 of 59 TIMEPUNCH Time sheets CLIENT 2 6 The time sheet can be printed out in two versions The standard version with all columns used to print out at a Din A4 paper in landscape mode And a short version that only contains the most important columns This version is optimized for print out at Din A4 paper in portrait mode stundennachweis vom 01 12 2013 bis 31 12 2013 f r mi ailan ase u Datum 02 01 2014 an nu Fr en nen pempe ooo wo eo Hauenstein Alee 0800 1600 080 0 TEE HE EEE BEE DEE EEE HE EEE HE HEHE ma ZT wo BEE KT BET BE RE EN RE 0 122013 or hauendteinerAlee fes 1 r memp Hauensteiner Allee m feo oeo fe A Havensteiner Allee w I PT raiet Tpropak _T St nae ar rm mema TAE 09312 3013 M OUO a em os Oi am en m Eu Co o A SO Ei Ee Ee Ee LEE 2 aaa 18 12 2013 u 19122013 Do 0 12 2013 SF rears e zema jm ew 2712013 r karama I esersereraiee aan son os m ee 800 tes oaso m resensteerAee 500 tem oo E so I II OO A wmon C _ as gt __ wo sa _ __ wa I f a IS ee HE HE DEE KEN EEE a eo foo HE HE eof BC RE HR HE sol _ __1 poof _ __ oo __ veo _
9. Memorial Day Flag Day Independence Day Labor Day COLUMBUS DAY Christmas Day Sylvester Calculation based on Official Holiday Weekday in Month Weekday in Month Weekday in Month Official Holiday Official Holiday Weekday in Month Weekday in Month Official Holiday Official Holid Page 56 of 59 TIMEPUNCH CLIENT 2 6 Automatic time recording without possibility to manipulate By knowing how to set up TimePunch it is possible to configure it in a way that no the staff member can t manipulate the recorded working time The following steps are necessary 1 The working time model of the staff member should contain an automatic break of 30 minutes after 6 hours With that setting can be ensured that the break time settings are always applied Working time model Workday yes no Attendance time Start and end time defined yes no Start working time 08 00 00 08 00 00 08 00 00 End working time 16 00 00 16 00 00 16 00 00 Break time defined yes no What working time makes a break mandatory Break time 2 As a second the staff member should only have the right to record the working time With this setting it can be ensured that the working times cannot be amended File Edit Extras Help se z aaxX 2 iS g Roles Logon Name personnel office administration 2 TER Revision 27 Page 57 of 59 TIMEPUNCH CLIENT 2 6 3 Additionally the recording
10. This report can then be attached to the personal employee files and can be used as a proof of the working time flexitime and annual leave The report can be accessed by the menu Reports Monthly Report in TimePunch PRO Monthly Report for Carola Baumann 1 2014 14 02 2014 Username Carola Baumann Logon carola baumann Employment Employed Basic Data Country Deutschland Germany Baden W rttemberg Annual vacation 30 00 days Overtime Limitation no Charging Journey Time Worktime Data Sickness Worktime 177 00h Sickness Days 0 00 days Sickness 0 00h Sickness Days Prev Month 0 00 days L z 0 00 h ai Total Sickness Days 0 00 days 177 00 h Estimated Worktime 168 00 h Overtime 9 00h Leave Overtime until previous month 16 00 h Remaining Leave Prev 38 00 days Month Paid Overtime 10 00h Leave 0 00 days Total Overtime 15 00 h Remaining Leave 38 00 days Revision 27 Page 13 of 59 TIMEPUNCH CLIENT 2 6 Employee overview and displaying the current working time models Using the report Employee Overview the working time models of the employees can be printed out Additionally one get an overview of the current remaining leave and the cumulated overtime of the employees That makes it easier searching for discrepancies regarding the working time models Employee Overview 1 2014 1 2014 14 02 2014 Employee Overview 1 2014 een ee a a fe ay BomaSenuser sal ni ent
11. handled at user level Biling data Project Time Frame Customer default w C Project is Time Limited Hourly rate net 0 00 Currency E Begin 17 10 2014 Reserved Worktime h VAT 19 00 End 17 10 2014 Project specific Tasks Access Rights User Specific Adjustments Users that are entitled to book onto the project Restrict use to selected users Available Users gerha 000 Administrator timepunch admin Carola Baumann ftimepunch cbaumann Eberhard Muller ftimepunch emu ller Antje Freier timepunch afreier Bemd Bertram timepunch bbertram Bertram Klaus fiimepunch bklaus Elke Schneider fimepunch eschneider Emil Kasupke fimepunch ekasupke Emily Erdbeer fimepunch eerdbeer Fritz Muller timepunch fmuller Gerhardt Corduan ftimepunch gceorduan Giesela S nnesen fimepunch gs nnesen Gustav Ates ftimepunch gates The same is also true for user specific adjustments At this page the hourly work rate and the maximum amount of project hours per member can be defined Biling data Project Time Frame Customer default ng Project is Time Limited Hourly rate net 0 00 Currency Begin 17 10 2014 Reserved Worktime fh if VAT Z End 17 10 2014 Adjustment for user specific settings All Authori
12. options should be set in a way that the staff member cannot stop the time recording This prevents a wilful stopping of the recording Another important point is that the time recording shall be stopped when windows get locked In order not to track each short break e g toilette it s recommended to enter 15 minutes fairness time Recording Precision Recording Recording mode kann a neecrlefinse eerie lev E Working time Using a pre defined project to start the first recording of the day Remind for project update After locking windows Ignore 15 minutes of absense 4 In order to make the setting after locking windows pause time recording work the screen saver must be configured accordingly This can also be done via the domain settings for all domain users Bildschirmschoner Bildechirmschoner Mystify w Einstellungen Vorschau Wartezeit 5 Min V Anmeldeseite bei Reaktivierung Energieverwaltung Sparen Sie Energie bzw maximieren Sie die Leistung durch Anpassen der Helligkeit des Monitors und weiterer Energieeinstellungen cave seaucbnuebancnunstiesreaausendeutecensnealeuaiesexsnesssatensenversrsses Energieeinstellungen nderri Abbrechen bernehmen Revision 27 Page 58 of 59 TIMEPUNCH CLIENT 2 6 End of the Document Revision 27 Page 59 of 59
13. other with the help of the tasks ve TEST LICENSE TimePunch PRO v2 6 715 2 Beta acdc tp 20141012 pze 8 File Edit View Reports Staticdata Extras Help NSAI a ABIR E B H X ga gerha_000 EPALE Project ID 01 10 2014 We 02 102014 Th 03 10 2014 Fr 2 The project has been completed _ 04 10 2014 Sa 05 102014 Su Short Description 06 10 2014 Mo ome Foreground ME Background Ls 07102014 Tu 08 10 2014 We Project State 09 10 2014 Th Sonstige i Project State 10 10 2014 Fr 11 10 2014 Sa Further Description 12 10 2014 Su i 13 10 2014 Mo Biling data Project Time Frame 14 10 2014 Tu Customer default C Project is Time Limited 15 10 2014 We 2 Mustermann Webauft l 151004 We 2 Mustermann Webaufi H a nu en Begin 17 10 2014 Status is calculated based on the hours quota 15 10 2014 We Webauft Reserved Worktime h VAT I End 17 10 2014 15 10 2014 We 2 Mustermann Webaufi 16 10 2014 Th Project specific Tasks Access Rights User Specific Adjustments 17 10 2014 Fr F ale dl anced eaiaePemaan 18 10 2014 Sa 19 10 2014 Su 20 10 2014 Mo 21 10 2014 Tu 22 10 2014 New Project 4 Oktober 2014 Mo Di Mi Do Fr Sa So 29 30 1 2 3 4 5 6 7 8 9 10 11 12 Missing hours until today 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 3 1 2 3 4 5 6 7 8 9
14. with OK the license gets assigned to the employee As an alternative to licensing through the Dialog the employee can also be moved via drag and drop on the appropriate license in the tree view Revision 27 Page 49 of 59 TIMEPUNCH CLIENT 2 6 Types of licenses in TimePunch Additionally to the kind of licenses in TimePunch there are different types of licenses available This types allow access to the complete system or only to part aspects TimePunch PRO This license is a version that is required in the human resources department to evaluate the working hours of employees The TimePunch PRO license offers an efficient staff management including vacation planning flexitime accounts overtime management monthly reports and extensive project management functions Alternatively this license can be used also for each employee for time recording since it includes all PZE licenses Terminal Watcher Studio PZE Watcher This license includes the use of the TimePunch Watcher to record the working time on your own PC No time attendance terminal is required for this license The time is recorded as soon as the employee logs on to his workstation PC In addition the working time can be booked on various projects The number of licenses is dependent on the number of employees The time evaluation will be done with the TimePunch PRO license in the personnel office or project management PZE Studio This license includes the use of TimeP
15. 9 TIMEPUNCH CLIENT 2 6 Import of time entries from Microsoft Excel Using the command line tool TpCommand it is possible to import excel files that have been created with a defined set of columns How this can be achieved is described in detail within the user manual of TimePunch Command At this place we only want to tell you that it is possible in case you need it to import time entries from previous time entry recording systems pcsvimport icrosoft Excel Einf gen Seitenlayout Formeln Daten berpr fen Ansicht Team 1 2 e ee a ae Bedingte Formatierung a Einf gen E Calibri W Bi standard Hig Beding aim u av 4 BR Als Tabelle formatieren 7 z gt L schen m X Einf gen r A TE 000 0 200 ge i Sortieren Suchen und 5 7 ru 3 a 00 gt 0 BB Zellenformatvorlagen H Format 2 und Filtern Ausw hlen Zwischenablage m Schriftart x Ausrichtung B8 fe Zahl Formatvorlagen Zellen Bearbeiten C D E F G H I J K L M Projekt ID Tatigkeit Start Ende Beschreibung Arbeitszeit Krankheit Fahrzeit Urlaub Feiertag Be berstunden abfeiern 24 07 2013 Office Schreibarbeit 08 00 16 00 Angebote 25 07 2013 Development 08 00 16 00 Unit Tests 26 07 2013 Development Meeting 09 30 11 45 Next Steps C n M4 gt M tpesvimport lt J Tt Bereit GI 100 Datei Bearbeiten Format Ansicht Datum Projekt ID T tigkeit Start Ende Beschreibung Arbei
16. Allee Bauarbeiten 08 00 16 00 08 00 h 03 12 2013 i Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 05 12 2013 Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 06 12 2013 Hauensteiner Allee 08 00 16 00 08 00h 07 122013 Sa lt 08 122013 So 09 12 2013 Mo Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 10 12 2013 Di Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 11 12 2013 Mi Sonstiges Uberstunden Abbau 08 00 16 00 12 12 2013 Do Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 13 12 2013 Fr Hauensteiner Allee Bauarbeiten 08 00 16 00 08 00h 14 12 2013 Sa res x File Edit Extras Help 2B ie AAX Sig Be Personnel office administration 2 Management 19 Staff member in position of trust 15 Revision 27 Page 41 of 59 TIMEPUNCH CLIENT 2 6 Assigning staff members to a role Move a staff member via drag amp drop to a different role in order to assign the user to that role File Edit Extras Help IR Password User Name Rights Beer Bemd Bertram Staff member in Elke Schneider Staff member in Emil Kasupke Staff member in Gerhardt Corduan Staff member in Gustav Ates Staff member in a e a E Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Revision 27 Page 42 of 59 TIMEPUNCH CLIENT 2 6 Permissions As a standard every instal
17. TimePunch TimePunch Client 2 6 User Manual TimePunch KG Wormser Str 37 68642 B rstadt v Ti mePunch TRACKING PROGRESS NOT ONLY HOURS Document Information Document Name User Manual TimePunch Client 2 6 Revision Number 24 Saved at 22 10 2014 Number of Pages 59 Publisher TimePunch KG Wormser Str 37 68642 B rstadt TimePunch KG Wormser Str 37 68642 B rstadt TIMEPUNCH CLIENT 2 6 ry A Al oa bra E m LaF rum ra Inn an eo A DEE ANRI A CNET ATI IN megs amp Cam DL WU EEE ALL BE A CA RT EY JR WUE LW Be Oo HV FOGUIGCUION ta a a ron oud ea EAE 6 Installat ONss series 6 PEOQUC EN er RR 7 DVYEIVIEW ea un 8 User INE ACC ar ee ee een 8 Stair MEMDEr Pl Of Wes 552006 0 seccssesnzeredesncesenesneeugies oxesecesstensahereaseeseseseeesesesewers 9 Employment and holiday Calculation ccc ccec cece ccc ceeceeeeeeceeceeeceeceeeeesceecees 10 Working time settings and annual holidays ccc cece cece eee cee ceeceeeceeceeeeecceeees 10 Previous Overtime and remaining leave cee ce ccc e cece cece ee ceeceeeeeeceeceeeeeeceecees 11 WOLKINS LIMe Modelsun 2r 2 nu en abe 11 The working time model in detail cssceoseoneossennennennnennenseennennensnnnnenneen 12 Employee MOMMY Report net ices bane ETETE E OEE EA 13 Employee overview and displaying the current working time models ceee0 14 Enter new time entries and edit existing ccc ceeccnccecceec
18. an timepunch gates Working time Annual Vacation Restrict overtime to a maximum of Maximum Overtime _ Overtime is getting paid Working days per week Weekly hours to work Charging joumey time Default begin of working time Information User Name Bemd Bertram Elke Schneider Emil Kasupke Gerhardt Corduan Ates Rights Staff member in Staff member in Staff member in Staff member in Stall mamberin a days monthly 0 hours 40 hours o x 08 00 00 The working time rules will be applied to the current Revision 27 Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Staff member in Previous sick days 0 days Previous overtime lo hours Do you have additional vacation from before using TimePunch Yes that may be added to your yearly No vacation No only have the following days Information These settings are pre adjustments for TimePunch The defaults can only be changed if no month has been locked Page 45 of 59 TIMEPUNCH CLIENT 2 6 Amending the recording settings In TimePunch Profiles the recording settings can be managed centralized for all users This can be done with a right click onto the user profile After that the menu Adjust Watcher Settings has to be chosen File Edit Extras Help elie st BAA
19. an be amended in every month separately Using the button correct the overtime can be amended Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar 16 00 h Overtime in Januar 9 00 h Overtime until end of Januar 25 00 h In order to limit the overtime one has to choose Limit overtime in the upcoming dialog Info Overtime at start of Januar Overtime in Januar Overtime until end of Januar original Important The overtime can be limited per month or cumulated that means in total e Monthly means that the user can only do a limited overtime per month but in total without a limitation e Cumulative mean that the user can only do overtime until the given limit is reached Revision 27 Page 32 of 59 TIMEPUNCH CLIENT 2 6 Overtime gets paid automatically Overtime can be paid automatically if the overtime exceeds the given limit If wanted the selection calculated needs to be chosen Important Overtime can only paid out automatically if an overtime limitation has been set in order to calculate the difference to it Revision 27 Page 33 of 59 TIMEPUNCH CLIENT 2 6 Pay out overtime once and manually Overtime can be paid out once if the button Pay out overtime will be chosen The entered amount of overtime will then be decrease the amount of overtime in total and also be shown in the monthly report for the current user Missing hour compensation
20. ancel Revision 27 Page 22 of 59 TIMEPUNCH CLIENT 2 6 Project overview The projects are evaluated on the report Project overview and Project report The project overview provides the status of all projects the total number of hours as well as an overview of the remaining hours of the project File Edit View Reports Staticdata Extras Help nellaa BEA 4 v u X A gerha_000 ae Oo Filter Projects i 41 of 1 gt bl dp Ou 100 Filter selected Projects Project overview 17 10 2014 Ly Nest Projectname _ Description Timeframe stati member scheduled worked available _ State Ea e HE O ee ee T 36 additional staff member 2 additional staff member ae ss ere i Testprojekt ae rn a a D Webauftritt Planen und umsetzen der gerha_000 56 3 d 3 3 d 52 9 d 5 9 ate Selection a ee Unternehmenspr sentation im Web Cashi Bama Timeframe User Defined Eberhard M ller o 0 W Elke Schneider Until 31 10 2014 EM Emil Kasupke Revision 27 Page 23 of 59 TIMEPUNCH CLIENT 2 6 A detailed report of all total hours and the hours worked during the reporting period are offered by the project report File Edit View Reports Staticdata Extras Help nBsapaBpl am el PERSE 5 Filter Projects K 41 of 1 P Pi B re E u bi Find Next Fier WER re Webauftritt Report Reporting period 01 10 2014 through 31 10 2014 Project state C Date 20 10 2014 _ Test
21. array 7 40 TA DE ae car a 00 30h 07 10 2014 ts nn 118 35 05 00h 08 10 2014 We Arbeit z 11 40 08 10 2014 We eitia 12 20 08 10 2014 We 17 40 09 10 2014 Th S lt Alt O i 13 10 05 05h 09 10 2014 Th its2 13 35 09 10 2014 Th Ctrl X 19 10 05 35h 10 10 2014 Fr Ctrl C x 12 25 04 25h 10 10 2014 Fr RR 10 10 2014 Fr Del 13 00 13 00 17 10 04 10h Oktober 2014 gt i Mi Do Fr Sa So 12345 8 9 10 11 12 Customer a SER 15 16 17 18 19 22 23 24 25 26 Ref Nr C Heute 20 10 2014 Revision 27 Page 29 of 59 TIMEPUNCH CLIENT 2 6 Directly assign a customer to a project In addition to the possible assignment of a customer after recording the time entry a customer can also be assigned to a project directly in forehand This can be handled in the dialog to edit project see project management MEE won D Project State Project State Status is calculated based on the hours quota Billing data Project Time Frame Mustermann Project is Time Limited 20 10 2014 End 20 10 2014 Adjustment for user specific settings All Authorized Users Carola Baumann timepunch cbaumann Eberhard Muller timepunch em ller This mapping can be adjusted later However it serves by default for new time entries Revision 27 Page 30 of 59 TIMEPUNCH CLIENT 2 6 Flexitime calculation At the following pages the flexitime calculation will be described Also it will be shown how the calculation can be
22. ault working time model will be used Revision 27 Page 11 of 59 TIMEPUNCH CLIENT 2 6 The working time model in detail TimePunch can handle a distinct working time model for each day in the week The structure of the daily model is always identical for each day as you will see The checkbox workday yes no defines IIe ie ete if the employee has to work at this day worina tine model Sunday The attendance time consists of the target hours and the minimum break time Setting the start and end time does not influence the flexitime calculation and is only needed for documentation purposes By setting the minimum break time one can define starting from the amount of working time if a break time will be enforced By setting the extended break time a longer break can be enforced if the recorded working time exceeds the defined working time Important The extended break is not a regular one and will therefore not counted to the target hours Revision 27 Attendance time defined yes no Start working time 08 00 00 08 00 00 08 00 00 End working time 16 00 00 16 00 00 16 00 00 Break time defined yes no What working time makes a break mandatory Break time What working time makes an extended break mandatory Edended Break time Page 12 of 59 TIMEPUNCH CLIENT 2 6 Employee Monthly Report It s recommended to create a monthly report for the previous month when the new month Starts
23. ayment Selection with that only paid entries or non paid entries can be filtered After applying the settings the report will be recreated by using H fiterselecied Tasks the new filter settings Date Selection Timeframe Previous Month Since 01 01 2014 Until 31 01 2014 Payment Selection Show all entries C Show only paid entries O Show only non paid entries Weekend Viewing C Show breaks Show holidays Show weekends Report export Each report can be exported as an Excel PDF or Word file Microsoft Excel has been established as a standard export Therefore there s an direct export for excel implemented in TimePunch with that the report gets directly opened within a new Instance of Microsoft Excel Q Datei Bearbei zeige Berichte Extras Hilfe 7 aig a 23 gerhard u Projekte auswerten Selektierte Projekte auswerten Autobahr kreuz Mannheim Projekt T tigkeiten Kostenteilung von U1 12 ZU DIS 30 12 2013 Revision 27 Page 40 of 59 TIMEPUNCH CLIENT 2 6 Permission management The following pages describe the permission management in TimePunch PRO TimePunch Profiles Using the software TimePunch Profiles staff members can be assigned to different roles and associated permissions Datei Bearbeiten Anzeige Berichte Extras Hilfe D A Up a A IR EEEL Datum Tag Fakturiert Projekt ID T tigkeit Start Ende Arbeitszet Pause 01 12 2013 So 02 12 2013 Ic Hauensteiner
24. ceccesceeccesceeceescesceeces 15 Edit time entries Create New one eu dus 15 Differences Time entry several days duration entries time entry array 16 Create New TIME GHEY ae ee ass INEA INTOA en 16 Create several days duration entries cccecceeccecceecceccesceeccescesceeccesceecess 16 Create time entiy allay srscceccuceceinanescccctiteecalaatesacedeien eier 16 Special case employee starts in MIG MONTN cece cee sees ccc ceeceeccesceeceescesceess 17 Additional special cases that need manual entries cece cee cece eee ceeceeceecceecees 18 Time SHECUS ea aa aa E a mae niaelcasmtasiaes 19 Projects ANA tasko 52 02 ee aaa eaaa an 20 E reating projects and edit aE EE 20 Access rights and user specific adjustments sseesseescesseesoeescesceesceescesceesoeee 21 Projoct BUdOETS nennen ke 22 PrOJeCC DOOL ee See ee 22 STALL ACIDOSIS ae ee 22 MOAN DU AGS au aus ekenneneeiksnkiekensmsinehir 22 Stal MEMDEL arosi aeia a E E 22 PLOJEELL DOO corie a a er aan 22 PIOJECL OVEW EWR Bienen 23 Revision 27 Page 3 of 59 TIMEPUNCH CLIENT 2 6 Common Tasks ns a TETO 25 Detailed Project Accounting sssessseseesceesoseceesoresosscessoeecossceesoreceesceesereee 25 PROJECT CalCUla HON Rue ee 26 CUSEOMER management une ninie Ea a aaa aens 27 Import and export C st mer data aa ira e EEA EEA 2 Manually create and edit customer data cece ccc cece cece cee cee ceeeeeeceeceeeeesce
25. corrected if needed Showing the current month data In the current month the working time the overtime and the remaining leave will be shown in a separate information window This window is placed in the middle of the TimePunch Window at the lower border Curent Month 0 The working time will be displayed up to the current date That is also true for the cumulated overtime It s important to know that the displayed overtime includes the working time of the current day Working time until today Overtime until today Remaining leave Analysing the overtime in the current month The overtime per user can be displayed in the analyse window lower right At this place the overtime at the beginning of the month the overtime within the month and the overtime at the end of the month will be displayed Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar Overtime in Januar Overtime until end of Januar Correct If a correction took place in form of overtime payment or overtime restriction the original overtime and also the corrected overtime will be displayed Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar Overtime in Januar Overtime until end of Januar original Overtime until end of Januar corrected Revision 27 Page 31 of 59 TIMEPUNCH CLIENT 2 6 Limit overtime in month Additionally to the applied overtime rules of the given user Profile c
26. eees 28 Assign time entries to a customer unse a u gncdacs 29 Assign a customer when editing a time entry sssssscsesseescesscesocesoesccesoeescoseee 29 Assign a customer to multiple time entries ssessesseesseescessceesoeescesceesoeeseeeee 29 Directly assign a customer to a project sssseescesseesceescescersoeesessceesoeseeesoe 30 Flextime Calculati OMi E E aes e eae aca 31 Showing the current month data sssssssesseesoeescesscesoeescesocesoeeseesoeesoesseesee 31 Analysing the overtime in the current month ssssssseesessseesoesscesseesoeeseeseeesoeeo 31 EIME Overmeire ar NINE NEIN 32 Overtime gets paid automatically sssessescessceeseesceescresoesceescseseesceesoseseeeoe 33 Pay out overtime once and manually ssssssesesssessoeeseesccessoeescssceesoeeseesoeescoeeee 34 MISSING Hour compensato Mecres E i 34 overtime Compensa GON arsa a a a E a T a a a a ai 35 Evaluate the development of OVErtiMe cccescecccecceccceccesceeccescesceeceescescess 36 Annual leave management en 37 Set up the leave account for the first time ssessesssssceescesceescrescesceesoseseesoe 37 HOW to enter ammual leave 2 2 Van IN I a 38 Holiday Dia ss nes 39 Take remaining leave into the UPCOMING YVEaP cee ceeccecccecceeceeceeeceeceeceeeceeees 39 REDOING makes asus nei 40 Menu Reports Reporting OpPtions cceccccccesccccceccevcceccesceeccesceeceescesceeces 40 REDOT OX DOM ee as weed
27. een completed successful C Short Desetption Billing data Project View Time Frame Hourly rate net Text Colour a C Project is Time Limited le Background E Begin 13 02 2014 End 13 02 2014 Currency Revision 27 Page 54 of 59 TIMEPUNCH CLIENT 2 6 Christmas and Sylvester Christmas and Sylvester are no official public holidays but most enterprises offer their employees a half day off Solution 1 Employees will work a half day at Christmas and Sylvester If this is the same for your enterprise you have to add such half public holidays for each user in order to correct the flexitime account Date 31 12 2014 Through 31 12 2014 Project Fi Scheduled Worked Available Time entries of the day h Oth Oh Gh Wh Oh Ch Oh Oh 09h 10h dik 12h 13h 14h Delete time entry Revision 27 ih 22h 23h 00 15h 16h 17h 18h 19h 20h Page 55 of 59 TIMEPUNCH CLIENT 2 6 Solution 2 Christmas and Sylvester treated as normal leave days In this case Christmas and Sylvester can be added as a bank holiday within the holiday editor Accordingly to that the employees annual leave must be reduced by 2 days in order to reflect the additional holidays File Edit Extras Help 01 01 2014 20 01 2014 17 02 2014 26 05 2014 14 06 2014 04 07 2014 01 09 2014 13 10 2014 11 11 2014 II A Revision 27 Name New Years Day MARTIN LUTHER KING s DAY President s Day
28. ems ier St eae ee eee 40 Permission Management er ETS ET ATR TEE 41 THIMEPUNCIMPIOINGS aan E EA T A TE 41 Assigning staff members tO a role cece cee cence ccc cnc ces ceecceccesceescesceeceescescescees 42 e SUNT SS ONS ra a ee ees are oie ee eee cee 43 Amending employee profiles in TimePunch Profiles cece cece ceecceeceecceeceecees 45 Amending the recording settings cescecccnccccccnccescevccnccescesscescesceeccescescens 46 OUILENS Or CIMPIOYV COS een 47 License Management sure ee ee 48 Revision 27 Page 4 of 59 TIMEPUNCH CLIENT 2 6 TimePp necn PrOlles n e see a 48 Enter the license key seeseeseeonennenseennennensnennenseesnennensnennensnnsnennensennnennnnne 48 Assign licenses to the employees ccsceccceccecccnccesceeccescesceeccesceeceeseescescees 49 Types of licenses in TIMEPUNCHN cccecceccceccescenccesceecceccesseescesceeceeccesceeces 50 LimeBUnen PRO sen i a eeikseklsiuisliis 50 PZE WOLCHEh a2 2 ee Serena canons ee 50 PZE SUU1O ses corte son eraedea ie eines 50 PZE De Bl lee errr ee ere N Cee Te rere Tee ae ee aera reer eee Terr ers hee 50 Licence MAIN Keen anactd anatase tian ewes idan adantian aatidanadactign nas idanadestiqs 51 TIDS and Trick S a aa ee Sic ne are a Re 52 Month end closing and overall performance ssssessseeseesseesoeeseesoeesoeseeesoeeseeeee 52 Import of time entries from Microsoft Excel ssssssessessesscesesseesesseesesseeeeeeee 53 Standard pr
29. h 07h 08h 09h 10h 11h 12h 13h 14h 15h 16h 17h 18h 19h 20h 21h 22h 23h 00h 01h O2h 03h 04h 05h 06h 07H 08h 09h 10h 11h 12h 13h 14h 15h 16h 17t gt Delete time entry Revision 27 Page 17 of 59 TIMEPUNCH CLIENT 2 6 Additional special cases that need manual entries Manual entries e g entries that cannot automatically recorded by the TimePunch Watcher or the RFID employee ID card must be created for the following situations Those entries must be entered by the staff member himself if he she has the proper permissions or by the personnel office Special case Description idle period Used mainly to define the time frame from beginning of the month until the beginning of an employee s work If those entries are missing the time will be recorded as absence time for the employee annual plant The annual plant shutdown does not reduce the annual leave of shutdown the employee driving time The driving time can be added to the working time depending on the employees TimePunch Profile Without changing the profile the driving time will be summed up at its own You can record the illness related absenteeism with this type of entry overtime This entry is used to reduce overtime by holiday With the help of compensation this type of entry the planned overtime can be logged Holiday bookings will reduce the annual leave of the employee More entry types can be freely defined in the project dialog at Master data projects
30. he staff member will start in the mid of the days current year the complete annual holiday must be Restrict overtime to a maximum of monthly entered in here Using the defaults on the right hand the amount of holidays that are currently left for the current user can be entered Optional the overtime can be cut if it exceeds a defined amount Monthly means that the user can only do a limited overtime per month but in total without The working time rules will be applied to the cument month a limitation and all future months Cumulative means that the user can do overtime until the given limit is reached ea The working time that exceeds the limitation will be either cut or paid if the checkbox overtime is getting paid marked Important The weekly hours the user has to work will be calculated by the working time model and can therefore not be changed in here Revision 27 Page 10 of 59 TIMEPUNCH CLIENT 2 6 Previous overtime and remaining leave Overtime and remaining leave that has its origin before the use of TimePunch can be entered in the defaults The data needs to be entered only once and is used as the start data of TimePunch The defaults can be changed if no month end closing took place After that point no change is possible anymore Information If the staff member starts in the mid of the month with recording his working time the days until the start must be marked
31. lation owns administration rights If TimePunch gets installed in an enterprise environment each user can be assigned to a different role The role defines the permissions that the user owns Login X X X X Manage TimePunch Profiles X switch users Access to the Synchronization X 3 4 Wizard of TimePunch Access to the TimePunch X X X X Watcher Change active time entry X X X Change recording settings X X X Access to the active projects X X X X Managing the projects X X Send projects using the y TimePunch Sync Wizard Receive projects via X X TimePunch Sync Wizard Revision 27 Page 43 of 59 TIMEPUNCH CLIENT 2 6 Access to the active tasks X X X X Managing the common tasks X X Access to the time entries X X X X Modify existing time entries X X X Send time entries using the TimePunch Sync Wizard Receive time entries using the i TimePunch Sync Wizard Restricted modification of existing time entries 1 If no projects or activities will be modified or created Revision 27 Page 44 of 59 TIMEPUNCH CLIENT 2 6 Amending employee profiles in TimePunch Profiles With double clicking the staff member in TimePunch Profiles the employee profile of this user can be amended iz File Edit Extras Help BEE 4 BAX le BeBe Roles Logon Name Personnel office administration 2 Management 19 Staff member in position of trust 15 timepunch ekasupke Staff member 1 timepunch gcordu
32. loyee It s most useful if the people are working the most time at their PC TimePunch Studio is a software that runs at a Standalone PC and can be used to track the logon and logoff times for multiple users TimePunch Watcher Installation TimePunch Studio Installation Revision 27 Page 6 of 59 TIMEPUNCH CLIENT 2 6 Product line After the successful installation of TimePunch the product line selection dialog will be shown Within the 30 days test period the product line can be switched in order to test the different versions of TimePunch Bitte w hlen Sie die TimePunch Version aus die Sie benutzen oder testen mochten Wenn Sie bereits eine TimePunch Lizenz besitzen dann w hlen Sie bitte die TimePunch Version aus die Ihrer Lizenz entspricht TimePunch PRO TimePunch ONE In order to switch the product line you have to select the menu Help Choose Product line S Time tracking at PC s Mobile time tracking with smartphone Time Tracking at a terminal PC Time Tracking with RFID transponder Support of the TimePunch Application Project management Time sheets Public holiday calculation 4 4 8 4 Project reportings Cost splitting Sf S Sf S Sf S S S Sf s Staff administration Revision 27 Page 7 of 59 TIMEPUNCH CLIENT 2 6 Employee monthly reports Working time models flexitime Vacation planning Export reports to Excel or PDF Data s
33. me Entries in order to get all project bookings that have been made so far Revision 27 Page 26 of 59 TIMEPUNCH CLIENT 2 6 Customer management TimePunch provides the ability to assign time entries to different customers This allows a customized accounting of hours worked Therefor it s necessary to store the customer data in TimePunch The customer data is maintained via the menu Master data customer swn oo E Customer Postal address Website Contact Pk Mustermann Bleispritze 8b http www musterna Werner Meiste Testkunde Lerchenweg 20 http www testkunde Peter Musterm gt Show only active customers Deactivate Import and export customer data Within the master data the customer can be imported and exported by using the menu called File This happens mainly by importing and exporting CSV files For the import it will be supposed that the first row contains the column title The title defines the content of the column The column order and completeness is not important as long the both mandatory fields Ref Nr and Customer are filled Hint The easiest way to create an import template is to export a set of test data using file customers export and save as CSV file Revision 27 Page 27 of 59 TIMEPUNCH CLIENT 2 6 Manually create and edit customer data Within the master data the customer data can be created with New and amended with the Edit button Both will ope
34. n me J B5 o Sy mePunch Profil bearbeiten Arbeitszet Pause Unaub Datum Tag Projekt ID 01 12 2013 So ee 12 A I Previous sick days Previous overtime Do you have additional vacation a from before using TimePunch Yes that may be added to your yearly No vacation ag No have the followi ie e d 08 00 00 t w aaee The working time rules will be applied to the current month These settings are pre adjustments for TimePunch The and all future months defaults can only be changed f no month has been locked amp cmoa The dialog consists of three areas the work contract the working time and the defaults Revision 27 Page 9 of 59 TIMEPUNCH CLIENT 2 6 Employment and holiday calculation The employment defines if overtime and flexitime calculation shall take place This will only happen for employees Self employed people can only track their working times but no flexitime calculation will take place Additionally the country and region for holiday calculation can be defined If your country or region is missing it can be added using the Holiday Editor of TimePunch Information In TimePunch ONE the employment can t be changed It can only be used in Self Employed mode Working time settings and annual holidays Using the working time settings the regular working __ TimePunch Profile Carola Baumann carola time and the annual holiday can be defined Even if t
35. n the following dialog where the customer data can be entered manually Delete customer Edit customer Ref Nr Customer Website Contact Person Tr Job Position Business Analyst eMail address Postal address Lerchenweg 20 Phone Mobil Fax The mandatory fields Ref Nr and Customer must be filled at least in order to store the customer Revision 27 Page 28 of 59 TIMEPUNCH CLIENT 2 6 Assign time entries to a customer There are various ways to assign time entries to a customer Assign a customer when editing a time entry Within the edit dialog of a time entry a customer can be assigned to the time entry oie puma FE sw wor FCO etter used for status End 18 50 reporting Project A Task Customer amp Scheduled TE Assign a customer to multiple time entries To assign a customer to multiple entries those entries must be marked in TimePunch Then the customer can be assigned by choosing Assign to customer in the context menu amp File Edit View Reports Staticdata Extras Help AMIGRIB 4EBR ir E X Ga Emil Kasupke timepunch ekasup 7 PIFTT Date 01 10 2014 01 10 2014 01 10 2014 02 10 2014 02 10 2014 02 10 2014 03 10 2014 04 10 2014 Sa 05 10 2014 Su 0610 2014 Mo its 08 15 1320 05 05h_ 0510 2014 Abers a oe pa un BE ond 06 10 2014 Mo Arbeits Create several days duration entries Alt S vbeitsz Create time entry
36. ned E E BEE 15 0 oO gt N D ABE i Ju il d Wed Fri Sst Sun Mon Wed Fri Sa Sun Mon Wed Fri Ss Sun Mon Wed Fri Revision 27 Page 36 of 59 TIMEPUNCH CLIENT 2 6 Annual leave management The following pages describes how the annual leave can be managed and evaluated using TimePunch Set up the leave account for the first time If one create a new TimePunch profile for anew member the annual leave as defined in the contract must be entered in TimePunch At the defaults section the remaining leave must be entered on pro rata base The same is valid if one starts with TimePunch in mid year In the defaults the annual leave must be entered that refers to the count of leave days that the user owns with start of TimePunch Working time Defaults Annual Vacation 30 days User name Carola Baumann _ Restrict overtime to a maximum of monthly Previous sick days 0 days Previous overtime 0 hours ee eu a Do you have additional vacation Weekly hours to work 40 hours No only have the following days Charging joumey time 0 vacation remaining t heain of workina time 08 00 00 Information Information The working time rules will be applied to the current month These settings are pre adjustments for TimePunch The and all future months defaults can only be changed if no month has been locked Coa Revision 27 Page 37 of 59 TIMEPUNCH CLIENT 2 6 How to ente
37. oject for leave sickness taken overtime etc sssseescessceseceesoeeseesee 54 CHristmas and Sylvester arno NE AE T NE E aN 55 Automatic time recording without possibility to manipulate cee cece cee ceecees 57 Revision 27 Page 5 of 59 TIMEPUNCH CLIENT 2 6 Introduction This document describes the use of the TimePunch Windows client the profile management and the holiday editor As further documentations there are user manuals of the TimePunch Watcher and the synchronization assistant available Therefore this parts won t be described here at all Installation The TimePunch Windows Client can be downloaded and installed from our Website http www timepunch de The installation will be done with our TimePunch Setup executable Komponenten ausw hlen I Welche Komponenten sollen installiert werden W hlen Sie die Komponenten aus die Sie installieren m chten Klicken Sie auf Weiter wenn sie bereit sind fortzufahren Customized Angepasst Installiert den TimePunch Client Installiert den TimePunch Watcher im Autostart Ordner von Windows Installiert TimePunch Studio zur Zeiterfassung von mehreren Mitarbeitern an einem Werkstatt PC Die aktuelle Auswahl erfordert min 19 2 MB Speicherplatz lt Zur ck Abbrechen The following options can be chosen Beschreibung Der TimePunch Watcher is used for the automatic time recording of the working time at the PC of the emp
38. performance of TimePunch at a good level because the times are set and there s no need for a recalculation Because of this reasons the month end closing should be done on a regular base either by the staff member for their own times or by the personnel office for all staff In TimePunch PRO the month end closing can be executed in menu Extras Month end closing File Edit View Reports Extras Dai A rn X Bm wa 2 i ee rs J Edit Common Tasks Date Sa Edit Profile 03 022014 Mo gt tl Month end closing 04 02 2014 Tu 05 02 2014 We z i i i 06 02 2014 Th R cS Edit public holidays Fr 07 02 2014 on 2014 S dd J Work time Break Leave Overtime Sick Joumey A g Manage TimePunch User profiles wi gt Synchronize entries Options soon I 1 The personnel office can open the month end closing dialog for multiple users by selecting the users and choosing Month end closing from the context menu File Edit Extras Help BEL max EL Q lia Roles Rights Administrator Administrator bemd schuster Logging only carola baumann Add TimePunch Profile Ctri A Logging only peter vanderbild Rename TimePunch Profile Ctri R Logging only 7 Set Password Adjust TimePunch Profile Ctri E SA Adjust Watcher Settings Close Month Add License for User D ann a am i rennen En I leae Revision 27 Page 52 of 5
39. projekt Hours quota Project timeframe Scheduled work 450 00 h Start date Worked hours 26 40 h 5 9 End date Available work 423 20 h 94 1 Staff member overview _ Filter selected Tasks Date Selection scheduled available Timeframe User Defined Name h d h Sne raa aaia Or Eberhard M ller 100 00 2 0 84 00 Emil Kasupke 50 00 0 0 49 59 Elke Schneider 200 00 0 0 _ Carola Baumann 100 00 0 0 Pool quota 1 3 gerha_000 Until 31 10 2014 Or Important points in reporting period Date Description Staff member 13 10 2014 Planung Eberhard M ller Es ist noch nicht definiert mit welchen Tools wir arbeiten Task division in reporting period Task Percent Planung 60 00 Meeting 40 00 Summary 100 00 Customers in reporting period A very strong feature is the point Important points in the reporting period Here everyone simply can mark a time entry as important and thus is pinning the point on the project report Revision 27 Page 24 of 59 TIMEPUNCH CLIENT 2 6 Common Tasks If tasks are used in every project they can be treated as common tasks in TimePunch Those tasks are useable in every project and therefore need not be created as a new task within the project Using the menu Master data Common Tasks the following dialog will be shown Planung Detailed Project Accounting The report Detailed Project Accounting has been designed as a special report for user
40. r 14 12 2013 Sa Enter the license key Before licenses can be mapped to the individual employees the license key must be entered This is done via the menu item Help Enter license information Licensed For License Key Type ee Free Valid until Tp Version TimePunch KG 77 0 TimePunch PRO O 3_ unimted 2x ee After entering the license information the key must be added by using the Add button Revision 27 Page 48 of 59 TIMEPUNCH CLIENT 2 6 Assign licenses to the employees In the tree the number of licenses already awarded as well as the number of all license keys of each type are displayed for the respective license type re File Edit Extras Help 8B s we x e Licenses Logon Name Password User Name Rights Licenses T l EES 7 10 gerhard er Administrator TimePunch PRO l PZE Terminal License 0 0 timepunch carola baumann Carola Baumann Logging only TimePunch PRO PZE Watcher License 00 imepunch geterdstephen Gata Stephan aer TimePunch PRO PZE Studio License 0 0 timepunch Shans kruener Hans Kr ger TimePunch PRO i No License 2 ee Assign user license TimePunch PRO timepunch liselotte Ee ee ee agne Logging only TimePunch PRO timepunch sven schusee aye Logging onh TimePunch PRO Now the concerning employees must be selected and the context menu assign user license chosen Time Punch PRO Time Punch PRO PZE Watcher PZE Studio PZE Terminal After confirming the dialog
41. r annual leave In order to enter annual leave choose Edit Create several days duration entries from the menu and select Leave to specify the entry The fields start and end specify the day time where the entry starts and ends The concrete start and end times will be taken from the working time model Date 10 11 2014 Through 14 11 2014 Customer Scheduled Worked Available Time entries of the day h 01h 02h 03h 04h 05h 06h 07h 08h 09h 10h 11h 12h 13h 14h 15h 16h 17h 18h 19h 20h 21h 22h 23h 00h 01h O2h 03h 04h 05h 06h 07h 08h 09h 10h 11h 12h 13h 14h 15h 16h 17t lt gt Delete time entry Revision 27 Page 38 of 59 TIMEPUNCH CLIENT 2 6 Holiday planning TimePunch offers the Holiday planning report for the easy planning of annual leave In this report each employee can see the registered holiday times and print it out Overlapping times are directly visible and can be corrected File Edit View Reports Staticdata Extras Help HeiGAals s4 am E x Ba Gerd Meier gerhard ae SO Filter Users M41 of 1 gt Pl SS de Ou 100 Selected Users Holiday overview per month 22 10 2014 Date Selection Senn u 1234 5 6 7 8 9 10 11 12 13 14 15 16 17 16 19 20 21 22 23 24 25 26 27 26 29 30 Sa So Mo Di Mi Do Fr Sa So Mo Di Mi Do Fr Sa So Mo Di Mi Do Fr Sa So Mo Di Mi Do Fr Sa So Since Nov 2014 Er Gerd Meier Until Nov 2014 Er Harald Schabowski Sin nz
42. ree e g PZE Studio Then the license for the selected staff can be removed with the right button context menu Remove user license FRE File Edit Extras Help iE ig eX Licenses Logon Name Password User Name Rights Licenses 2 TimePunch PRO 7 10 gerhard meee Administrator TimePunch PRO PZE Terminal License 0 0 ro ier Carola Baumann mee only TimePunch PRO Cee ei ee ee PZE Studio License 0 0 Eee hans kruaner s No License 2 ETENA Assign userlicense AR timepunch Viselotte a ee lotte Wagner Logging ern TimePunch PRO timepunch sven schosee arin Schuster Logging only TimePunch PRO The license is now again vacant and available for new employees Revision 27 Page 47 of 59 TIMEPUNCH CLIENT 2 6 License management The following pages describe the TimePunch PRO license management TimePunch Profiles Using TimePunch Profiles the licenses for TimePunch PRO can be entered and assigned to the staff members x Datei Bearbeiten Anzeige Berichte Extras Hilfe Cj 4 a Be w i E x E fa Carola Baumann timepunch can N 2 fepo Datum ac Fakturiert Projekt ID T tigkeit Start Ende Arbeitszeit Pause 01 12 2013 So 02 12 2013 Mo 03 12 2013 Di 05 12 2013 Do 07 12 2013 Sa TimePunch PRO 7 10 08 12 2013 So PZE Terminal License 0 0 z Extras Help g aax a Enan Mo m PZE Watcher License 0 0 10 12 2013 Di 2 u 11 12 2013 Mi 12 12 2013 Do 13 12 2013 F
43. s who need to show the project hours to their customer The report can be accessed in menu Reports Reporting Data Project IT Service Date 12 02 2014 Profile Carola Baumann Timeframe 03 02 2014 to 14 02 2014 Hourly Rate 5800 Wat 19 00 ee oer Amount 090272014 Mon _ Suppot 08 00 1600 08 00 4e4 OD0DE 552 1600 10022013 Non Se oeoo tO osoo aOR ODODE 521600 127022013 Wed Se oo 1800 osoo aooonel 521600 4 0000 1800 1e00 Revision 27 Page 25 of 59 TIMEPUNCH CLIENT 2 6 Project calculation For helping the project office we developed the report Project accounting and Project accounting per User Using this reports one can evaluate how many hours in total have been booked for a project File Edit View Reports Extras Help 7 fer a o Wd E x Ga gerhard Be oO lid 41 of 1b PL AAU H 25 Find Next Project accounting begin 03 02 2014 to 26 02 2014 Date 12 02 2014 Timeframe All Time Entries Since 03 02 2014 Unti 07 02 2014 Show all entries C Show only paid entries C Show only non paid entries Weekend Viewing V Show breaks y In order to show the complete project times the following settings need to be set up e The checkbox Selected Users may not be checked in order to query all users e The project to query must be selected e The Date Selection should be set to All Ti
44. so that they are not used for calculating the flexitime Further informations in chapter TODO Working time models Using the button working time models a dialog opens which can be used to edit the working time models User name Previous sick days Previous overtime Do you have additional vacation from before using TimePunch that may be added to your yearly vacation No only have the following vacation remaining Information These settings are pre adjustments for TimePunch The defaults can only be changed f no month has been locked Coa The default working time model will be used all the time if no other working time model is available for the staff member Sunday U Workday yes no Attendance time Start and end time defined yes no Start working time 08 00 00 08 00 00 08 00 00 08 00 00 End working time 16 00 00 16 00 00 16 00 00 16 00 00 Break time defined yes no What working time makes a break mandatory zt Break time Extended Break time defined yes no What working time makes an extended break mandatory Extended Break time Estimated working 08 00 00 16 00 00 A new working time model only needs to be created if amember changes the contract from full to part time or vice versa The new working time model will be used starting by the given date Otherwise the def
45. torage Overview Microsoft SQL Server Local 4 8 4 SF oS Local Database The TimePunch client is used to manage the working times Depending on the permissions and the product line only the own working times or the working times of all staff members can be displayed User Interface The user interface of TimePunch looks like that 5 File Edit View Reports Extras Help Basar RB s4EBR IR iw Display the working times 09 02 2014 10 02 2014 11 02 2014 12 02 2014 13 02 2014 15 02 2014 16 02 2014 22 02 2014 23 02 2014 LIMUL L Mo Di Working time untiltoday 27 28 3 4 10 11 17 18 24 25 3 4 5 6 7 8 9 C Heute 14 02 2014 Overtime untiltoday Remaining leave Summary of the current month Revision 27 x Sa Peter Vanderbild peter vanderbilg u Member selection 08 00h 08 00h Analyse Work time Overtime Leave Sickness Rules Work time at 14 02 2014 0 00 h Time worked in Februar 40 00 h Estimated work time at 14 02 2014 8 00 h Estimated work time in Februar 160 00 h Analyse window Page 8 of 59 TIMEPUNCH CLIENT 2 6 Staff member profile The staff member must be selected via the member selection drop down in TimePunch PRO After selecting the member a click to the staff symbol opens the staff member profile dialog Datel Bearbeiten Anzeige Berichte Extras Hilfe c a F 4 Ea IB f L y E Le ia x arola Baumann timepunch car an
46. tszeit Krankheit Fahrzeit Urlaub Feiertag Betriebsurlaub Uberstunden abfeiern 24 87 2013 0ffice Schreibarbeit 883 88 16 88 Angebote X 25 07 2013 Development 08 00 16 00 Unit Tests X 26 87 2013 Development Meeting 89 38 11 45 Next Steps X PS E Work TimePunch 2 26 test gt tpcommand exe file build tpcsvimport csv csyvimport Initialize Command TimePunch FRO Read file build tpcsvimport csyv Parse file build tpcsvimport cesy Import 3 rows 12 58 completed 25 868 completed 37 50 completed 56 862 completed 62 50 completed 75 486 completed 87 58 completed i AAs completed PS E Work TimePunch 2 26 test gt _ Revision 27 Page 53 of 59 TIMEPUNCH CLIENT 2 6 Standard project for leave sickness taken overtime etc Using the menu Master data Edit projects it s useful to create a standard project called other This project can contain some default tasks like leave sickness taken overtime etc Starting with TimePunch 2 4 this standard project called other will be created by default If you want to change the tasks you are free to do so File Edit View Repor x Alelp DESK IF Mpa Edit projets ie a Ga gerhard zi Date Start End Work time Break Leave Overtime Sick Ji 01 01 2014 u a CO na n 04 01 2014 Sa x 05 01 2014 Su Basic data Project1D The project has b
47. unch Studio to record the work time at a community PC e g in a garage a practice or in a Studio For each employee an own PZE Studio license is required The working time is recorded when the staff member logs on in TimePunch Studio In addition the working time can be booked on various projects The number of licenses is determined by the number of employees The time evaluation will be done with the TimePunch PRO license in the personnel office or project management PZE Terminal Only the Coming and the Going of staff members is recorded at the time recording terminal either via RFID employee ID cards or keychain The number of licenses is dependent on the number of employees The time evaluation will be done with the TimePunch PRO license in the personnel office Revision 27 Page 50 of 59 TIMEPUNCH CLIENT 2 6 Licence matrix The following table shows the various licenses and their use and licensing opportunities TimePunch PRO Windows Client 2 TimePunch 7 y Watcher TimePunch x x Studio TimePunch x x Zeiterfassungsterminal Revision 27 Page 51 of 59 TIMEPUNCH CLIENT 2 6 Tips and Tricks The following pages contains useful tips and tricks that can ease the work with TimePunch Month end closing and overall performance The month end closing that can be done in TimePunch has to big benefits First it prevents deleting previous recorded time entry accidentally because they get locked Second it keeps the
48. zed Users Carola Baumann ftimepunchcbaumann Eberhard M ller timepunch em ller Customer default w Hourly Rate inet E Reserved Worktime h Coe Revision 27 Page 21 of 59 TIMEPUNCH CLIENT 2 6 Project Budgets For every project it s possible to define it s own project budget within TimePunch This defines the work time budget for the project pool and or the single staff member Project pool The project pool contains all staff members that are allowed to book on the project and which do not own an exclusive work time budget That are all members for whom no time budget has been defined The work time budget that can be defined at the project dialog directly is the maximum work time for the project pool By default all employees share the same project budget Staff members The work time budget for a single staff member can be defined at user specific adjustments This work time budget is assigned to the staff member exclusively and can only be used by him or herself Total budget The total project budget is the combined project pool budget plus the work time of the staff members Time Frame w Project is Time Limited E Begin 17 10 2014 19 00 End 17 10 2014 Adjustment for user specific settings All Authorized Users User specific settings Carola Baumann ftimepunch cbhaumann Eberhard Muller timepunch emuller w Delete Ok C

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