TimePunch Client 2.6

TimePunch
TimePunch
Client 2.6
User Manual
22.10.2014
TimePunch KG, Wormser Str. 37, 68642 Bürstadt
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 Bürstadt
22.10.2014
TimePunch KG, Wormser Str. 37, 68642 Bürstadt
TIMEPUNCH CLIENT 2.6
Table of contents
Introduction ..............................................................................................6
Installation .............................................................................................6
Product line ............................................................................................7
Overview ..................................................................................................8
User Interface .........................................................................................8
Staff member profile ....................................................................................9
Employment and holiday calculation............................................................. 10
Working time settings and annual holidays ..................................................... 10
Previous overtime and remaining leave ......................................................... 11
Working time models ............................................................................... 11
The working time model in detail ................................................................ 12
Employee Monthly Report.......................................................................... 13
Employee overview and displaying the current working time models ...................... 14
Enter new time-entries and edit existing .......................................................... 15
Edit time-entries / create new one .............................................................. 15
Differences: Time entry, several days’ duration entries, time entry array ................ 16
Create new time entry .......................................................................... 16
Create several days’ duration entries ......................................................... 16
Create time entry array ......................................................................... 16
Special case: employee starts in mid-month.................................................... 17
Additional special-cases that need manual entries ............................................ 18
Time sheets .......................................................................................... 19
Projects and tasks ..................................................................................... 20
Creating projects and edit ......................................................................... 20
Access rights and user specific adjustments .................................................... 21
Project Budgets ..................................................................................... 22
Project pool ....................................................................................... 22
Staff members .................................................................................... 22
Total budget ...................................................................................... 22
Staff member ..................................................................................... 22
Project pool ....................................................................................... 22
Project overview .................................................................................... 23
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Common Tasks ....................................................................................... 25
Detailed Project Accounting ...................................................................... 25
Project calculation ................................................................................. 26
Customer management ............................................................................... 27
Import and export customer data ................................................................ 27
Manually create and edit customer data ........................................................ 28
Assign time entries to a customer ................................................................ 29
Assign a customer when editing a time entry ................................................ 29
Assign a customer to multiple time entries .................................................. 29
Directly assign a customer to a project ....................................................... 30
Flexitime calculation .................................................................................. 31
Showing the current month data ................................................................. 31
Analysing the overtime in the current month................................................... 31
Limit overtime in month ........................................................................... 32
Overtime gets paid automatically ................................................................ 33
Pay-out overtime once and manually ............................................................ 34
Missing hour compensation ........................................................................ 34
Overtime compensation ............................................................................ 35
Evaluate the development of overtime .......................................................... 36
Annual leave management ........................................................................... 37
Set-up the leave account for the first time ..................................................... 37
How to enter annual leave ........................................................................ 38
Holiday planning .................................................................................... 39
Take remaining leave into the upcoming year .................................................. 39
Reporting ............................................................................................... 40
Menu „Reports“, Reporting Options .............................................................. 40
Report export........................................................................................ 40
Permission management .............................................................................. 41
TimePunch Profiles ................................................................................. 41
Assigning staff members to a role ................................................................ 42
Permissions .......................................................................................... 43
Amending employee profiles in TimePunch Profiles ........................................... 45
Amending the recording settings ................................................................. 46
Quitting of employees .............................................................................. 47
License management .................................................................................. 48
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TimePunch Profiles ................................................................................. 48
Enter the license key ............................................................................... 48
Assign licenses to the employees ................................................................. 49
Types of licenses in TimePunch ................................................................... 50
TimePunch PRO ................................................................................... 50
PZE Watcher ...................................................................................... 50
PZE Studio ......................................................................................... 50
PZE Terminal ...................................................................................... 50
Licence matrix....................................................................................... 51
Tips and Tricks ......................................................................................... 52
Month end closing and overall performance .................................................... 52
Import of time entries from Microsoft Excel .................................................... 53
Standard project for leave, sickness, taken overtime etc. ................................... 54
Christmas and Sylvester ............................................................................ 55
Automatic time-recording without possibility to manipulate ................................ 57
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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.
The following options can be chosen:
Option
TimePunch Watcher Installation
TimePunch Studio Installation
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Beschreibung
Der TimePunch Watcher is used for the automatic
time recording of the working time at the PC of the
employee. 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.
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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.
In order to switch the product line, you have to select the menu “Help / Choose Productline …”
TimePunch PRO
for enterprises
TimePunch ONE
for self-employed
Time-tracking at PC
Mobile time-tracking with smartphone
Time-Tracking at a terminal PC
Time-Tracking with RFID transponder
Support of the TimePunch Application
Server
Project management
Time sheets
Public holiday calculation
Project reportings / Cost splitting
Staff administration
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Employee monthly reports
Working time models / flexitime
accounts
Vacation planning
Export reports to Excel or PDF
Microsoft SQL Server / Local
Data storage
Local Database
Database
Overview
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:
Member selection
Display the working
times
Selection of the
displayed month
Summary of the
current month
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Analyse window
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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.
The dialog consists of three areas – the work contract, the working time and the defaults.
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Employment and holiday calculation
The employment defines if overtime and flexitime calculation
shall take place. This will only happen for employees. Selfemployed 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
time and the annual holiday can be defined.
Even if the staff member will start in the mid of the
current year, the complete annual holiday must be
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
a limitation.
“Cumulative” means that the user can do
overtime until the given limit is reached.
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.
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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 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.
The default working time model will be used all the time, if no other working time model is
available for the staff member.
A new working time model only needs to be created, if a member 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 default working time model will be used.
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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,
if the employee has to work at this day.
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.
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Employee Monthly Report
It’s recommended to create a monthly report for the previous month when the new month
starts. 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.
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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.
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.
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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.
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.
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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.
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.
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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”.
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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.
The annual plant shutdown does not reduce the annual leave of
the employee.
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.
This entry is used to reduce overtime by holiday. With the help of
this type of entry, the planned overtime can be logged.
Holiday bookings will reduce the annual leave of the employee.
annual plant
shutdown
driving time
sick
overtime
compensation
leave
More entry types can be freely defined in the project dialog at "Master data / projects /
other" with the help of the tasks.
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Time sheets
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.
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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”.
At this dialog new projects can be created and existing projects can be edited with a double
click.
At this dialog project specific tasks can be created by using the “add” button.
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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 handled at user level.
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.
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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.
Project pool
Staff member
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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.
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A detailed report of all total hours and the hours worked during the reporting period are
offered by the project report.
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.
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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.
Detailed Project Accounting
The report “Detailed Project Accounting” has been designed as a special report for users
who need to show the project hours to their customer. The report can be accessed in menu
“Reports”.´
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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.
In order to show the complete project times, the following settings need to be set up.



The checkbox “Selected Users” may not be checked in order to query all users.
The project to query must be selected.
The Date Selection should be set to “All Time Entries” in order to get all project
bookings that have been made so far.
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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".
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.
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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 open the following dialog where the customer data can be entered manually.
The mandatory fields “Ref. Nr.” and “Customer” must be filled at least in order to store the
customer.
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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.
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.
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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)
This mapping can be adjusted later. However, it serves by default for new time entries.
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Flexitime calculation
At the following pages the flexitime calculation will be described. Also it will be shown how
the calculation can be 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.
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.
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.
If a correction took place in form of overtime payment or overtime restriction, the original
overtime and also the corrected overtime will be displayed.
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Limit overtime in month
Additionally to the applied overtime rules of the given user Profile can be amended in every
month separately. Using the button “correct” the overtime can be amended.
In order to limit the overtime one has to choose “Limit overtime” in the upcoming dialog.
Important: The overtime can be limited per month or cumulated (that means in total).


“Monthly” means that the user can only do a limited overtime per month, but in
total without a limitation.
“Cumulative” mean that the user can only do overtime until the given limit is
reached.
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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.
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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
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.
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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.
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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.
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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 a new 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.
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How to enter 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.
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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.
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.
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Reporting
The following pages describe the reporting functionality of TimePunch.
Menu „Reports“, Reporting Options
For each report there are different filters available. This filters
won’t change the look, but the data that is displayed.
If the account owns administration rights, it is possible to create
reports for all user accounts. For most reports it’s also possible
to filter projects and tasks, as well as the reporting time frame.
Additionally there is an option called “Payment Selection” with
that only paid entries or non-paid entries can be filtered.
After applying the settings the report will be recreated by using
the new filter settings.
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.
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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.
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Assigning staff members to a role
Move a staff member via drag & drop to a different role in order to assign the user to that
role.
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Permissions
As a standard every installation 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.
Personnel
office /
Administrator
Management
Staff member
in position of
trust
Staff member
Login
x
x
x
x
Manage TimePunch Profiles
(switch users)
x
x
x
x
Access to the TimePunch
Watcher
x
x
x
Change active time entry
x
x
x
Change recording settings
x
x
x
Access to the active projects
x
x
x
Managing the projects
x
x
x
x
x
x
Login Permissions
Synchronization
Access to the Synchronization
Wizard of TimePunch
Time recording
x
Project access
Send projects using
TimePunch Sync Wizard
the
Receive
projects
TimePunch Sync Wizard
via
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x
x
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Task access
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
x
x
x
Receive time entries using the
TimePunch Sync Wizard
x
x
x1
Time entries
Restricted modification
existing time entries.
1
of
x
If no projects or activities will be modified or created.
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Amending employee profiles in TimePunch Profiles
With double clicking the staff member in TimePunch Profiles the employee profile of this
user can be amended.
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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.
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.
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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 tree, e.g. "PZE Studio". Then the
license for the selected staff can be removed with the right button context menu "Remove
user license".
The license is now again vacant and available for new employees.
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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.
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 ..."
After entering the license information, the key must be added by using the "Add" button.
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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.
Now the concerning employees must be selected and the context menu "assign user license"
chosen.
After confirming the dialog 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.
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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 TimePunch 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.
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Licence matrix
The following table shows the various licenses and their use and licensing opportunities.
Usage
TimePunch PRO PZE Watcher PZE Studio
TimePunch PRO
Windows Client
x
TimePunch
Watcher
x
TimePunch
Studio
X
TimePunch
Zeiterfassungsterminal
X
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PZE Terminal
x
x
X
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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 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’.
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.
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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.
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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.
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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.
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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.
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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.
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.
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3. Additionally the recording 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.
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.
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End of the Document
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