Manual - Clocking in machines

Manual - Clocking in machines
Quick Start Guide
Revision # 1.0
Published: June 2010
TIME AMERICA, INC.
16425 N Pima Road, Suite 190
Scottsdale, Arizona 85260
Printed in the United States of America
Copyright 2010 TIME AMERICA, INC.
All rights reserved.
No part of this publication may be copied, distributed,
stored in an information retrieval system, translated into
any other language; including but not limited to any
computer languages, transmitted in any other form or by
any means, without the prior written authorization of
TIME AMERICA, INC.
TIME AMERICA, and TA100 Lite are trademarks of TIME
AMERICA, INC.
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Time America Inc. has been an innovator in the
development of computerized time & attendance. Since
1987 we have constantly explored new ways to do a
better job of automating your employee labor
management. We are committed to providing powerful
software that is simple to use at a low cost to our clients.

The version of TA100 Lite you have just received
is the ninth-generation of our Time & Attendance
system for personal computers.
What sets Time America apart from all other time &
attendance manufacturers is our high quality products,
superior service, and our research and development
process. We are on the leading edge of technology due
to creativity and the relentless efforts of many people.
Contributions made by those using our products are
essential. Product and system enhancement ideas have
come from many customers using our products in their
businesses.
We welcome and encourage your
comments and suggestions. Tell us what you‟d like to
see in future versions – what’s important, what’s
helpful, and what’s not. Also tell us what you think of
the instructional manuals and how we can improve them.
We appreciate your purchase and are confident that
TA100 Lite by Time America will be the solution to your
time & attendance needs.
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Read This First
Welcome
Welcome to Time America‟s TA100 Lite Quick Start Guide. This
guide is shipped with each new TA100 Lite package and is
intended solely for use by the licensee. This User Guide
describes the installation and setup of the TA100 Lite system.
Accuracy of Information
The content of this manual is subject to change without notice.
Before using this manual, verify that the information contained in
it is current. Proper installation, configuration, and operation of
the software is contingent upon reading and following the
procedures contained in the latest revision of the manual.
User Comments
Every effort is made to ensure that the information contained in
this manual is accurate at the time of publication. If you find an
error or omission while reading this manual, direct your
comments to:
Time America, Inc.
Attn: Technical Publications
16425 N Pima Road, Suite 190
Scottsdale, Arizona 85260
[email protected]
We welcome your comments and suggestions.
3
What’s In This Guide
Preface
This section tells you what information is offered in
the Quick Start Guide, and how to use it.
Page
Chapter 1
Before You Begin ................................................... 6
This section describes what is in the package, what
you need to provide, and how to get help from the
Time America Technical Support Desk.
Chapter 2
Installation ............................................................... 7
This section provides an overview of the installation
and takes you through the steps necessary to install
your new Time & Attendance System.
Chapter 3
System Setup ........................................................ 16
This section provides an overview of setting up the
software and adding you employees into the system.
Chapter 4
System Operation ................................................. 91
This section provides general information about
entering data into TA100 Lite, using TA100 Lite‟s
important features, and other topics. Think of this
chapter as a reference guide.
Chapter 5
Follow On Procedures ....................................... 112
This section is provides procedures you should
follow when implementing and operating the system
in your business.
Appendices A-C ............................................................................ 112
Time Clock configuration, Fingerprint enrollment
procedures and wiring diagrams.
4
Preface
Finding The Information You Need
You have received two sources of information with TA100 Lite:
The Quick Start Guide and the Technical Reference Manual that
is found on the TA100 Lite CD. It‟s best to first review the Quick
Start Guide and then start the system installation once you are
familiar with the procedure. At this point you should be running
reports. After you have run a few reports you can fine-tune the
system using the Technical Reference Manual.
How To Use This Guide
It‟s simple. Just follow the instructions word for word. Do not
work ahead of the guide, do not go on to another step until the
current step is completed and read each step before performing
any action. If you follow these simple instructions you will be
producing reports in about one hour.
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Chapter 1 - Before You Begin
System Requirements
To use the TA100 Lite system, the following minimum system
requirements must be present.

An IBM compatible PC with a 350-MHz Pentium
processor (or equivalent)

64MB of free/available memory (RAM)

Windows 2000 or newer

Internet Explorer 5.0 or later

A mouse, trackball, or other pointing device
Additional Requirements

300MB of available disk space either on the local PC or
accessible on a network drive.
NOTE: A dedicated database server is not required.

Additional disk space and an enhanced wide-area
network connection may be required based on the
number of employees, network distance, communication
method, and the amount of live data contained in the
system.

An available communication port with default address
and interrupt for polling the terminal.
Our Goal
Our goal is to get you up and running as quickly as possible. If
you have any comments or questions about the support you
receive, please email us at:
[email protected]
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Chapter 2 - Installation
Installing Your TA100 Lite Software
Installation of the TA100 Lite system requires approximately
30MB of free disk space.
1)
Do not launch or run any other Windows applications during
the installation process. Insert the CD. The CD contains an
auto start feature that will bring you to the following screen
Select “Run Setup.exe
If the CD does not Auto Start.
a) From the Windows desktop, click the “Start” button,
and then click “Run”.
b) Type d:\setup.exe and click the “OK” button.
NOTE: Specify the appropriate drive that has the installation CD.
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2) When the Welcome dialog box is displayed click the “Next”
button.
3) Read the TIME AMERICA license agreement and click the
“Yes” button to accept the terms and conditions. You must
accept the terms of the license agreement to proceed with
the installation.
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4) If this is the main installation select “Full”. If this is a
Workstation install, a computer accessing an already
installed Full system, select “Workstation”.
NOTE: You must first perform a “Full” install before you perform a
“Workstation” installation.
5) The TA100 Lite Installation program will default to install the
software in the C:\TA100LT destination folder. To accept this
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directory, click the “Next” button. To specify a different
directory, click the “Browse” button and select a different
destination or type in a path.
6) Where do you want the program icons stored?
NOTE: It is highly recommended that you select the default location.
7) The Installation program will now start copying the system
files to your computer. A progress bar will display as this
process proceeds.
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8) When the installation is complete, you can view the
“Readme” file by clicking the check box or click the “Finish”
button to end the installation.
9) The installation program will now asking database access
questions. It is highly recommended that you select the
default values. Click YES/NEXT to move through the
installation process.
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10) If you get this message your installation has completed
successfully. If you do not get this message Reboot your
computer and perform the installation process again. If you
continue to get a result other than this message, contact
your Time America reseller for further assistance.
11) Finally, click the “OK” button when the “Installation
Complete” message is displayed.
12) A message may appear providing the option to restart your
machine. If you wish to continue with the system setup, click
the “OK” button.
13) The installation process should have
created a TA100 Lite shortcut icon on
your desktop. It is now time to
register your system
Click on this icon to start TA100 Lite
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14) Before you can use TA100 Lite you will be required to obtain
an Activation Key. The Activation Key links the Software to
the PC you have loaded it onto. If you have to move the
software to another computer you will need to obtain another
Activation key.
To perform this process automatically you must be
connected to the internet. If you do not have an internet
connection, contact a technical support representative.
Have your registration key available. They will issue you an
Activation Key. Type that number into the “Activation Key”
field. Skip step 15.
If your computer has an active internet connection, Click on
the “Software Registration” button
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15) On the registration screen, key in your company information.
The * fields are required. Click the “Register” button to
obtain your activation key.
The system will return to you an activation code. Copy this
code and paste it into the “Activation Key” field.
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16) Depending upon which method you used you may have to
manually type in your Activation key and click the “Activate”
button
17) If you have performed the steps correctly you should see the
following Setup Wizard Screen. Proceed to “System Setup” /
“Setting up the TA100 Lite System for the First Time” section
of this guide.
If you do not get this message try the other methods of
automated activation. If you still cannot get your system
activated, contact a technical support representative. Inform
them that you have tried the other methods and provide
details on the results you experienced.
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Chapter 3 - System Setup
This section explains how to launch the TA100 Lite system and
configure the system for day-to-day operations. Since the system
relies on your computer‟s clock/calendar for the date and time,
please make sure that it is correct AT ALL TIMES. If the date/time is
incorrect the employee transactions coming from the time clock
terminal will have an incorrect date/time.
Starting The System
a) The installation process should
have created a TA100 Lite
shortcut icon on your desktop.
It is now time to register your
system
Click on this icon to start TA100
Lite.
b) Under “Programs” / “TA100 Lite” Click on “TA100 Lite”
Logging In (System that is already setup)
TA100 Lite is designed to allow pre defined levels of
security. By default the system has security turned off.
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First Time User or Security Turned Off
TA100 Lite is initially opened without any login required.
Simply open the program and it will open to the main menu.
Security Enabled
Once the security has been enabled, see Security Setup in
the Technical Reference Manual, you will be prompted to
Login to the system prior to taking you to the main menu.
Setting Up the TA100 Lite System for the
First Time
You should now be at the main screen for the System Setup
Wizard. When you started TA100 Lite (see the previous section
“Starting The System”), the system checked to see if the
database had been previously configured. Since this is a new
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installation, it had not. Therefore, you were brought directly to
the Setup Wizard.
If at any time during the setup process you wish to logoff, use
one of the following methods:

Click the “File” menu, then select “Exit”.

Press ALT+ F4 on the keyboard.

Click the “EXIT” tile in the main work area.
When you restart the TA100 Lite system you will come back to
beginning of the Setup Wizard, however, the settings for the
screens you completed will have been saved.
This is the System Setup Wizard; it will walk you through all the
parameters you need to define how your system will operate.
There are four (4) sections to the Setup Wizard:
Setup your Company – The heart of the system. This is
where you setup your overall system operation
Setup your Pay Rules – This is where you enter your
company pay policies. The pay rules are used to control
how hours are calculated.
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Setup your Shifts – Where you define your employees
start/stop times and rules for Breaks and Lunches.
Setup your Time Clocks – This is where you setup your time
& data terminals.
Let‟s get started:
1) Click on the Setup your Company button.
Company Setup
Company Setup allows you to define and store the basic
information for your company in the TA100 Lite system.
NOTE: After initial setup you can access these options again by clicking on the
Setup Tile.
Company Name
This field will accept up to 30 alphanumeric characters in
both upper and lower case. Enter the company name, as
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you would like to have it appear on all of your TA100 Lite
listings and reports.
2) Click Next
Daylight Savings Time
By selecting the Daylight Savings Time option, the system
will automatically adjust both the clock‟s time and the time
worked by employees to compensate for the 1-hour time
change that occurs in most areas during the Spring and Fall.
If you are in an area that does not recognize Daylight
Savings Time, do not select this option.
If this option is used, the time clock will automatically adjust
its time forward one (1) hour on the second Sunday in March
and back one (1) hour on the first Sunday in November.
This time adjustment takes place at 2:00 AM on both of
these dates. Any employees on the clock during either time
change will have their time properly adjusted by the system.
Date Format
The TA100 Lite system can be configured to recognize and
display dates in the MM/DD/YYYY format (the standard USA
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format) or in the DD/MM/YYYY format (used in other parts of
the world). Select the format that will be best for your
company.
Currency Name
By default, the TA100 Lite uses the term of “dollars” when
identifying currency. This can be changed to reflect any 10character currency name in order to customize the system
for your area of the world.
AM / PM Format
The TA100 Lite system can be configured to display and
print times on reports in the AM/PM format (the standard 12
hour format) or in the Military format (00:00 to 23:59). Select
this if you want AM/PM format. If you want Military format,
do not select this option.
3) Click “Next”
Multiple departments
If your company tracks employee time by the various
departments worked or if you would simply like to allow the
employees to enter department transfers at the time clock,
select this option.
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Department Terminology
Although the TA100 Lite default terminology is Department,
any 10-character name can be used in place of the term
“Department” which allows you to customize the system to
reflect you company‟s characteristics. For example, the term
“Cost Center” can be entered in this field. All TA100 Lite
listings, reports, and software will be updated to reflect this
new term.
Department Code Length & Type
By default, the TA100 Lite Department Codes can be
between 1 and 10 characters long to accommodate your
existing department codes.
Also, select the type of code used, Numeric or
Alphanumeric. If your departments are numbers (no alpha
characters) it is highly recommended that you select
“Numeric”. This way you can enter department number 1 as
“1” rather than “00001”, as you would have to on a 5 digit
alphanumeric entry.
4) Click “Next”
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Employee Terminology
Although the TA100 Lite default term is Employee, any 10character name can be used in place of the term
“Employee”. This allows you to customize the system to
reflect you company‟s characteristics. For example, the term
“Associate” can be entered in this field. All TA100 Lite
listings, reports, and software will be updated to reflect this
new term.
Employee Code Length
By default, the TA100 Lite Employee Codes are set to 5
characters in length but the length can be between 2 and 10
characters long to accommodate your existing employee
codes. Do NOT change this parameter after initial setup!
Employee Code Alphanumeric/Numeric
By default, the TA100 Lite Employee Codes are defined as
numeric but the codes can also be defined as alphanumeric
to accommodate your existing employee codes. Do NOT
change this parameter after initial setup!
5) Click “Next”
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Employee Badge Assignment
Each employee in the TA100 Lite must have a unique badge
assignment. There are three ways that the employee badge
assignment can be made in the TA100 Lite system. First,
the No Automatic Badge Assignment allows you to create a
unique badge assignment for each employee as they are
added to the system (Recommended Setting). Second, if
the badge codes are defined as numeric, the system can
automatically assign the employee a badge code using the
Next Numeric Code Available. Finally, the employee‟s
badge assignment can be automatically defined as the
employee‟s number.
Badge Number Length
By default, the TA100 Lite Badge numbers are set to 5
characters in length but the length can be between 2 and 14
characters long to accommodate your existing employee
badges. Typical Badge lengths are:
Magnetic and Bar Code = 5
HID & Indala Proximity = 8
Synel Proximity = 14
Most badges will have the number printed on them. If your
badge does not have the number printed on them, use the
diagnostic mode of the data collection terminal to test read
one of your badges.
Do NOT change this parameter after initial setup!
Employee Code Alphanumeric/Numeric
By default, the TA100 Lite Employee Badge Numbers are
defined as numeric but the codes can also be defined as
alphanumeric to accommodate your existing employee
badges. Do NOT change this parameter after initial
setup!
6) Click “Next”
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Swipe & Go
Swipe & Go allows the employees to just swipe their badge
without the need for selecting, at the clock, the function they
wish to perform (IN, OUT, OUT Lunch, etc) by choosing to
use Swipe & Go. The software will then determine what
function the employee is performing based on punch pairing.
1st punch of day = IN
2nd punch of day = OUT Lunch (if lunches are turned on)
3rd punch of day = IN Lunch (if lunches are turned on)
4th First punch of day = OUT
In simple environments where employees always punch at
the same time every day and employee do not work over
midnight, Swipe & Go can help speed up the employee
clocking process
However, allowing employees to just swipe their badge
without selecting a function can cause the need for
additional timecard editing, if employees miss a punch
during the day. In addition, the Status Board will not operate
correctly because there is no function associated with the
punch to indicate what it is (IN, OUT, OUT Lunch, etc).
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In most cases, it is recommended that you do not
choose the Swipe and Go option!
Lunch Punching
If your company requires that the employees punch IN and
OUT for lunch (or if you track lunches in any way), select this
option.
Break Punching
If your company requires that the employees punch IN and
OUT for breaks (or if you track breaks in any way), select
this option.
Tip Reporting
If your company requires that the employees report their tips,
select this option. This will allow employees to enter the tip
amounts at the time clock.
NOTE: Function key 5 will become available for the employees to enter
their tips when you program the clock.
7) Click “Next”
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Punch Rounding
The TA100 Lite can be configured to reflect your company‟s
punch rounding rules. It is possible to round both IN and
OUT punches forward and backwards by specifying the
number of minutes in each applicable field. Please be aware
that it is possible to configure your system to have NO
rounding occur by setting all parameters to zero, and the
employee punches to be reflected at the exact time that the
transactions occurred (minute to minute). Use the bar
graphs to make sure that the rounding rules that you have
defined are correctly configured.
In addition, you can have all punches that do not fit into the
pre-defined rounding rules set to round forward or backward
to the next 3, 6, 15, 30, or 60 minutes.
NOTE: If you do not use rounding (pay minute-to-minute) set all the fields
on this screen to 0.
8) Click “Next”
Wages
If you wish to track employee wages in the TA100 Lite
system, select this option. For example, if the employees in
your company are each paid at a unique rate, enable this
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option to be able to assign these different rates to each
employee and to be able to track wages on the various
Wage Reports included with the system.
If you are
interfacing with a payroll system you may want to leave this
option off, since the wages are held and applied to the hours
within the payroll system.
Consecutive Days Overtime
Select this option if your company pays overtime based on
consecutive days of work. For instance, if your company
pays overtime to an employee if the employee works at least
12 hours a day for 3 days in a row, select this option.
Multiple Overtime Levels
If you wish to recognize up to 2 levels of overtime within the
TA100 Lite system, select this option. For example, if your
employees are paid at time-and-a half after 8 hours of
worked time and double after 12 hours of worked time,
select this option so you can configure this overtime level in
the system and see it reflected on the reports.
9) Click “Next”
Payroll Exports
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From the list of available exports, highlight your payroll
software product and click “Select”. Depending upon the
payroll software you select, you may be asked to enter
additional information.
NOTE: Please contact your payroll company representative if you have any
questions about how to correctly configure your payroll export.
10) After all the screens have been configured click the “Finish”
button and you will return to the System Setup main screen.
There will be a YES next to “Setup your Company” indicating
that your company has been successfully defined. Now lets go
on to the next step, setting up your Pay Rules.
Pay Rule Setup
This is where you can access your Pay Rule information in the
TA100 Lite system. Pay Rule Setup allows you to define and
store the basic information for all of your Pay Rules in the TA100
Lite system.
Let‟s configure your Pay Rules:
1) Click on the “Setup your Pay Rules” button.
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Pay Policies
TA100 Lite has a maximum of three Pay Rules (Full Time,
Part Time and Other).
It is possible (and probably
necessary) to define a unique set of Pay Rules for your full
time employees, part time employees, and to those
employees who don‟t fall exactly into either of those
classifications.
Select one of the three Policies.
2) Click “Next”
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Pay Period
It is possible to define a pay period as Weekly, Bi-weekly,
Semi-monthly, or Monthly. Select the Pay Period that
applies to this set of Pay Rules. If Semi-Monthly is selected,
please be sure to specify whether or not the Pay Period is
14, 15, or 16 days long.
If a Bi-weekly pay period is selected, the Adjust bi-weekly
pay period start date by one-week option will become
available. When a Bi-weekly pay period is selected, the
TA100 Lite system automatically selects a pay period start
date and reflects the pay period date range at the bottom of
the wizard screen. If this pay period date range is one week
off from your Bi-weekly cycle, select this option.
In addition, specify the day of the week on which the Pay
Period is Starting on. For instance, if you have a Bi-Weekly
Pay Period that begins on Sunday and ends on a Saturday,
select Sunday from the available days of the week.
Also, the TA100 Lite has the Missing OUT punch limit
feature. If an employee forgets to punch out for the day the
system will automatically clock the employee out. The
system defaults to 14 hours. However, you can change the
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number of hours that have to pass before the system will
clock the employee out.
NOTE: If the Missing OUT punch limit is not set high enough (employees
work longer durations) the system will automatically clock the employee out
at the duration time creating erroneous missing in and out punches.
3) Click “Next”
Reset Swipe & Go
When using Swipe & Go the system tries to pair punches,
IN&OUT, Lunch OUT& Lunch Back, etc. However, if an
employee misses a punch in the sequence the subsequent
punches will be paired wrong. To help insure that missed
pairings do not extend to the next day, this question allows
you to say that at midnight reset the sequencing so that the
next punch the employee performs will always be an IN
punch.
NOTE: Do not select this setting if you have employees on this Pay Rule
that work over midnight.
Overtime Cycle
The Overtime Cycle can be defined to run over a Weekly
schedule or run over a Bi-Weekly schedule. Specify the
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appropriate Overtime Cycle that reflects the characteristics
of this set of Pay Rules.
NOTE: The Overtime Cycle will start on the same day as the weekly
schedule.
The TA100 Lite can calculate two different levels of period
(not to be confused with daily overtime which is set on the
next screen) Overtime Cycles for each set of Pay Rules. For
instance, if an employee gets paid at time-and-a-half after
working 40 hours in an Overtime Cycle but is paid at double
time after working 80 hours in the same Overtime Cycle, 40
should be specified for OT1 and 80 should be specified OT2.
However, if the Overtime Cycle is only paid as time-and-ahalf after every 40 hours worked OT2 should be set to 99.99
4) Click “Next”
Daily Overtime
If your company pays overtime to employees based on the
number of hours worked in one day, place a check in the box
next to the days you pay a daily overtime.
NOTE: The Daily Overtime OT1 and OT2 parameters will not be available if
this option is not selected.
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TA100 Lite can calculate two different levels of Daily
overtime for each day of the week. For instance, if an
employee gets paid at time-and-a-half after working 8 hours
in a day but is paid at double time after working 12 hours in
the same day, 8 should be selected from the OT1 list and 12
should be selected from the OT2 list (as shown on MondayFriday in the sample screen). If you day starts paying
overtime from the minute the employee clocks in select the
starting OT level from the dropdown. Then you can also set
a second OT after a set number of hours worked. For
instance, if an employee gets paid at time-and-a-half as
soon as they clock IN but is paid at double time after working
2 hours in the same day, define the day as shown on
Saturday and Sunday in the sample screen.
5) Click “Next”
Holidays
If the employees assigned to this pay rule receive pay for
company recognized holidays, place a check in the Does
your company pay holidays on this policy? checkbox.
NOTE: The Holiday parameters will not be available if this option is not
selected.
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If the employees must have a certain amount of time pass
before they can be eligible for holiday pay, indicate the
number of days that must pass to meet the eligibility
requirement.
Indicate whether or not the holiday pay will be for just
employees that are scheduled to work on the holiday or for
all employees assigned to this pay rule.
6) The “Next” button will only be available if you checked
Does your company pay holidays on this policy? or
Does your Company use Consecutive Day Overtime?
when configuring your Company parameters.
7) If you checked either of those options click “Next” otherwise
click the “Finish” button and you will return to the System
Setup main screen. There will be a YES next to “Setup your
Pay Rules” indicating that at least one company pay rule has
been successfully defined. If you have additional Pay Rules
repeat this section for any of the three Pay Rules.
If you checked Does your company pay holidays on this policy?
the following screen will display.
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Employee Holiday Parameters
If you specified that your company pays holidays, you will be
prompted to specify the Unworked and Worked holiday
hour amounts. Additionally, it is also possible to specify a
pay rate if an employee works on a holiday. If an employee
can use the holiday pay towards overtime select the Can
given holiday hours accrue towards overtime? checkbox.
Also, you will need to select what type of pay an employee
will receive if they work on the holiday.
8) The “Next” button will only be available if you checked
Does your Company use Consecutive Day Overtime?
when configuring your Company parameters.
9) If you checked this option click “Next” otherwise click the
“Finish” button and you will return to the System Setup
main screen. There will be a YES next to “Setup your Pay
Rules” indicating that at least one company pay rule has
been successfully defined. If you have additional Pay Rules
repeat this section for any of the three Pay Rules.
The following screen will only be available if you checked Does your
Company use Consecutive Day Overtime? when configuring your
Company parameters.
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Consecutive Day Overtime
If your company pays overtime based on a given number of
consecutive days worked, place a check in the Do you pay
overtime for consecutive days worked? checkbox.
Indicate the number of consecutive days worked that must
pass for the employees to be eligible for consecutive day
overtime pay. If there is a special qualifier for the number of
hours worked on the last day which will make the employees
eligible for the second level of overtime, place a check in the
Is there a special qualifier on the last day? checkbox.
Indicate the number of hours worked that must pass for the
employees to be eligible for the second level of overtime.
10) You have now completed the initial Pay Rule process. Click
the “Finish” button and you will return to the System Setup
main screen.
There will be a YES next to “Setup your Pay Rules” indicating
that at least one company pay rule has been successfully
defined. If after going through the first pay rule you have
determined that a group of your employees do not have their
time calculated with the same rules, select Setup your Pay
Rules once again before continuing on to the next section.
Select one of the other two pay rules to configure your part time
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or other Pay Rules. Repeat until all needed Pay Rules are
configured. If you wish to edit the one you just added repeat this
section for any of the three Pay Rules.
Shift Setup
We are now at the Shift setup section. This is where you can
access your Shift Group information in the TA100 Lite system.
Shift Group Setup allows you to define and store the basic
information for all of your Shifts in the TA100 Lite system.
Shifts are divided into two hieratical parts, the Shift Group and
the individual shifts that make up the group. The following will
explain the differences and how they work together:
Shift Group: A Shift Group is a grouping of start/stop times
(shifts) that an employee may work. By having Shift Groups with
multiple shifts (start/stop times) employees can be assigned to a
single Shift Group as a “Floater”. Then if the employee comes in
over ½ hour after a shift is supposed to start, the employee is
automatically assigned to the next shift in the Shift Group,
without the need of a supervisor having to adjust their schedule.
Also by having different Shift Groups the system allows you to
have shifts with the same start/stop times but different lunch
rules. For example Shift Group one may be called “60 minute
lunch” and Shift Group 2 may be called “30 minute lunch”. Both
groups can have a shift that starts at 8:00 am but each has a
different lunch duration.
Individual Shifts: The Individual Shifts are the shift details within
the Shift Group. Details are the actual shift start/stop times and
break/lunch durations.
NOTE: A unique shift group should be created for all shifts that have the same
duration. For instance, if your company has two 8-hour shifts, one 9-hour shift,
and two 10-hour shifts, you should create three unique shift groups. The first
shift group would be for the 8-hour shifts, the second shift group would be for the
9-hour shift, and the third shift group would be for the 10-hour shifts. A shift group
is created in the system by giving it a Code and a Name.
Let‟s configure your Shifts:
1) Click on the “Setup your Shifts” button.
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2) To add your first Shift Group:
a. Click the “Add” button.
b. Enter the Code for the Shift Group in this field. It
can be up to 3 numbers and will zero-fill. Each shift
group code must be unique.
c.
Press the Enter or Tab key to move to the next field.
d. Enter the Name of the Shift Group in this field. This
field will accept up to 30 characters for the name or
description of the shift group.
e. Press the Enter or Tab key.
f.
Click “OK” to confirm that you want to add this Shift
Group. The system will automatically take you to the
Individual Shift Setup screen.
39
Individual Shift Setup
From this screen, it is possible to add, edit, and delete individual
shifts within this shift group. The Start, Stop, Gross, Lunch,
Total, and Shift Number details are also displayed on this screen
for each existing shifts within this shift group.
Is this shift a Flex Shift or Open Shift group?
Using this checkbox, you can specify whether this shift group
has assigned Start and Stop times (leave blank) or if it is an
Open or Flex shift group (check it).
Flex And Open Shifts: Flex and Open are shifts with no
defined start or stop times. Employees can come-and-go as
they please. All that is defined is the total hours they must
work each day along with the break/lunch duration.
NOTE - Employees on Flex and Open Shifts will have their punches
rounded using the “Outside Rounding” rules defined in the company. If you
select this option, any existing shifts within this shift group will have the Start
and Stop times set to 00:00.
3) Click “Add” to add a new shift.
NOTE: After your first shift is added you can use the Edit button to access
the Shift Details screen of an existing shift that is highlighted on this screen
or the Delete button to eliminate the highlighted shift.
40
Shift Details
From this screen, you can access all of the parameters
associated with each individual shift.
Reference Number
This field will accept a unique 3-digit reference number,
which is used to identify the individual shift.
The following fields will only be available if this is not a Flex or
Open Shift Group. If this is a Flex or Open Shift Group you will
be taken directly to the “Total Hours” field.
Shift Start Time
These two fields will accept any Shift Start time in the form of
HH:MM. The Shift Start Time cannot be within 30 minutes of
any other shift in the Shift Group. A “Conflict” message will
be displayed if this occurs.
NOTE: The military time format should be used to specify the Shift Start
Time.
Shift Stop Time
These two fields will accept any Shift Stop time in the form of
HH:MM.
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NOTE: The military time format should be used.
The next field will only be available if this is a Flex or Open Shift
Group
Total Hours (Flex Shift Length)
If this is a Flex Shift, the Shift Start and Shift Stop Time fields
will not be available. Instead, you will be prompted to enter
the length of the Flex Shift in Total Hours and Hundredths.
For example, 8 hours and 30 minutes would be entered as
8.50.
If this is not a Flex Shift, the Total Hours field will not be
accessible. For a Shift with a defined Start Time and Stop
Time, the Total Hours field will display the length of the shift
based on the times entered in the Start and Stop Time fields
(minus any unpaid lunch and break durations).
The following fields for Lunch Parameters will only be available if
you have enabled Lunch Punching in Company Setup. If the
employees working this shift will be punching for lunch, select
this feature.
Will employees be punching for lunch?
If your employees will be using the data collection terminal to
indicate when they are going to and coming back from lunch,
check this box.
Use auto deduction for Lunches?
If you want the system to automatically deduct the employee
lunch duration after a given amount of time has passed,
select the “Use Auto Deductions For Lunches” option
otherwise select “Don‟t Use Auto Deductions For Lunches”.
Once “Use Auto Deduction For Lunches” is selected, specify
the amount of time that needs to pass (from the time the
employee clocks IN) before the lunch duration is deducted.
For instance, if you want the lunch duration to be deducted
after 5 hours on the clock, specify 05:00 in the After hours
field.
NOTE: The system supports a combination of both punched lunches and
the auto deduct. If both are selected the system will look to see if there is a
punch pair, if there are punches for lunch the system will ignore the auto
deduct. If there are no lunch punches the system will take the auto deduct.
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The next two questions will be grayed out unless you
selected to “Use Auto Deductions for Lunches”.
Is the lunch paid?
If the employees working this shift are paid during
their lunchtime, place a check in this checkbox.
What is the duration of the lunch?
Specify the length of the lunch in these fields. For
instance, if the lunch is 30 minutes, enter a value of
00:30.
NOTE: If you are using Swipe & Go the system decides if a punch
pair (IN/OUT) is a Lunch or day start/end using the following
calculation:
If “Punching for Lunch” is checked, a punch pair is considered a
Lunch if the duration is less then double the Lunch duration
For example, if the lunch duration is 30 minutes, a duration of
up to 60 minutes is considered a lunch. If the duration between
the two punches is 61 minutes or greater the system will
consider the punches an IN and Out for the day.
The following fields for Break Parameters will only be available if
you have enabled Break Punching in Company Setup. If the
employees working this shift will be punching for break, select
this feature.
Use auto deduction for Breaks?
If you want the system to automatically deduct the employee
break duration after a given amount of time has passed,
select the “Use Auto Deductions For Breaks” option
otherwise select “Don‟t Use Auto Deductions For Breaks”.
Once “Use Auto Deduction For Breaks” is selected, specify
the amount of time that needs to pass (from the time the
employee clocks IN) before the Break duration is deducted.
For instance, if you want the break duration to be deducted
after 5 hours on the clock, specify 05:00 in the After hours
field.
NOTE: The system supports a combination of both punched breaks and
the auto deduct. If both are selected the system will look to see if there is a
punch pair, if there are punches for break the system will ignore the auto
deduct. If there are no break punches the system will take the auto deduct.
The next two questions will be grayed out unless you
selected to “Use Auto Deductions for Breaks”.
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Is the break paid?
If the employees working this shift are paid during
their break time, place a check in this checkbox.
What is the duration of the break?
Specify the length of the break in these fields. For
instance, if the break is 10 minutes, enter a value of
00:10. If the employee is entitled to two 10-minute
breaks enter 20 minutes.
NOTE: The break duration must be less then the lunch duration. If
you are using Swipe & Go the system decides if a punch pair
(IN/OUT) is a Break, Lunch or day start/end using the following
calculation:
If “Punching for Breaks” is checked, a punch pair is considered a
Break if the duration is less then double the break duration
For example, if the break duration is 10 minutes, a duration of
up to 20 minutes is considered a break. If the duration
between the two punches is 21 minutes or greater the system
will look next to the lunch rules.
Credit worked hours to the day of the IN or OUT
punch?
This parameter is for employees that work over midnight. If
you are not sure if this option applies to this shift, it is
recommended that you leave it set to Credit to the day of
the IN.
If the employees working this shift will be working over
midnight, it is possible to credit the total worked hours to the
day that they punched IN on or the day that they punched
OUT on. Select the Credit to the day of the IN option to
have the employee‟s total work duration appear on the day
of the IN punch. Select the Credit to the day of the OUT
option to have the employee‟s total work duration appear on
the day of the OUT punch.
4) When you are done with this screen, click “OK”.
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You will return to the “Individual Shift Setup” screen:
5) To add additional shifts repeat the steps in the Individual
Shift Setup section.
6) After configuring all shifts click the ”OK” button.
45
You will return to the “Shift Group Setup” screen:
7) To add additional shift groups or edit the one you just added
repeat the steps in the Shifts/Shift Group Setup section.
8) After configuring all shift groups click the “Finish” button
and you will return to the System Setup main screen.
There will be a YES next to “Setup your Shifts” indicating that at least
one shift group has been successfully defined.
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Time Clock Setup
This is where you can access your Time Clock information in the
TA100 Lite system. The Time Clock Setup allows you to define
and store the basic information for your data collection terminal.
In order for the Data collection terminal to send transactions to
the host PC, the terminal must be connected to the host PC via
RS232, RS485, Ethernet, or modem communications.
Let‟s configure your Time Clock:
1) Click on the “Setup your Time Clocks” button.
This is your Clock Setup Screen. From this screen you can Add,
Edit or Delete any of the data collection methods supported by
TA100PRO Lite.
Adding a New Time Clock
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For purposes of this manual we will step you through the setup
of a TA745 Fingerprint terminal, your screens will vary if you are
setup op another model of Time Clock, however, the general
procedure will be the same.
1) Click on the button associated with the type of Time Clock
you are using, in this case the “TA745” button.
2) To add your first Time Clcok:
a. Click the “Add” button.
b. Enter the Code for the Clock in this field. It can be
up to 4 numbers and will zero-fill. Each clock code
must be unique.
c.
Press the Enter or Tab key to move to the next field.
d. Enter the Name of the Clock in this field. This field
will accept up to 30 characters for the name or
description; this is usually the location of the clock.
e. Press the Enter or Tab key move to the next field.
Active
Check this box to make the clock active in the system.
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Readers
If you are using the Fingerprint reading option on your
terminal click “Finger” else select “None”.
Communication
Here is where you define how you will be communicating
transactions and programming parameters between the
Time Clock and the Host PC.
Path
Select from the dropdown the communications path
you will be using. Based on your selection only the
questions that pertain to you selected Path will be
highlighted, the rest will be grayed out.
Port
Select from the dropdown the communications path
you will be using. Use this drop-down list box to
select the communication port that this clock will be
using when it is polled or programmed by the
TA100PRO
Lite
system.
The
available
communication ports are 1, 2, 3, and 4. If you are
unsure which communication port you are using,
contact your local Time America representative or
system administrator.
Serial Baud
Use this drop-down list box to select the baud rate
that this clock will be using when it is polled or
programmed by the TA100PRO Lite system. The
available baud rates range from 300 to 19,200. If
you are unsure which baud rate you are using,
contact your local Time America representative or
system administrator.
NOTE: The time clock‟s baud rate must be the
same as the baud rate specified here.
LAN Baud Rate (only available if LAN was selected)
The terminal‟s RS485 port is, by default, configured
to operate at 9600 baud.
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Use this drop-down list box to select the LAN baud
rate that this clock will be using when it is polled or
programmed by the TA100 Lite system. The available
baud rates range from 300 to 19,200. If you are
unsure which LAN baud rate you are using, contact
your local Time America representative or system
administrator. Please note that the time clock‟s baud
rate must be the same as the baud rate specified
here.
LAN ID (ID if Hand Reader was selected)
Enter the internal LAN ID of the clock in this field.
Since all terminals on a LAN share the same common
line, the TA100PRO Lite system needs a means of
distinguishing between individual terminals.
The
internal LAN ID gives each terminal this unique
distinction; therefore, each terminal on a single LAN
must have a different internal LAN ID. The internal
LAN ID can be any ASCII character, ! (Decimal Value
33) through } (Decimal Value 126). This range of
values includes the numbers 0 through 9, the letters a
through z, and the letters A through Z.
IP Address (only available if Ethernet was selected)
Enter the IP address assigned to the Clock. This
address will be given to you by your network
administrator.
IP Port (only available if Ethernet was selected)
Enter the IP Port assigned to the Clock
The 715, 745, 777 and 785 default port = 3734
The Hand Reader default port = 3001
Modem Baud Rate (only available if LAN was selected)
The TA715/745/777/785 terminal‟s modem port is, by
default, configured to operate at 19,200 baud.
The Hand Readers terminal‟s modem port is, by
default, configured to operate at 19,200 baud.
Use this drop-down list box to select the modem baud
rate that this clock will be using when it is polled or
50
programmed by the TA100PRO Lite system. The
available baud rates range from 300 to 19200 (If you
are unsure which modem baud rate you are using,
contact your local Time America representative or
system administrator.
NOTE: The time clock‟s baud rate must be the same
as the baud rate specified here.
Modem Phone Number (only available if LAN was
selected)
Enter the phone number that the computer's modem
must dial to communicate with this clock. The number
should be entered in the following form: ACCESS
CODE, symbol to wait for dial tone, AREA CODE,
PHONE NUMBER. If no access code is required, just
enter the phone number in this field. If the number is
in the same area code, no area code is required (e.g.
to enter the telephone number area code 818 and the
phone number 936-6432 where a 9 is required to be
dialed first to reach an outside line, enter the number
in the form 9,,8189366432 where the commas "," are
used by the Hayes Smart modem to designate a wait
for dial tone). Use the wait symbol applicable to your
modem (see your modem‟s reference manual).
NOTE: The TA100PRO Lite is preset to work on a
touch-tone system. If you are using a pulse dial
(rotary) system, the first character of the phone
number must be the command your modem uses to
distinguish a pulse dial system. For example, a
capitol P is used by the Hayes Smart modem to
designate a pulse dial system. Therefore the number
entered in the example above would be entered as
P9,8189366432. Use the symbol applicable to your
modem (see your modems reference manual).
Initial Source
Select the ways that you want your employees to be
able to make initial entries at the time clock(s). For
instance, if you want each employee to swipe his/her
card to punch IN or OUT, just select the Swipe option.
Available options for this parameter are Swipe, Key
51
(keypad), and Bar Code (bar code badges). Select all
sources of input that apply.
Number of Retries
Use this field to specify how many times you want the
TA100PRO Lite system to retry communicating with
the clock if communication fails. Specify any value
between 0 and 9 in this field.
Configure
He is where you can change some of the default clock
prompting and other general settings.
Messages
These settings define the text prompts for certain
operations at the clock.
Enter Function - This field allows you to
replace the default ENTER FUNCTION
message with a custom message (up to 16
characters in length). This message is
52
displayed after swiping a badge or entering
a badge number at the clock.
Invalid Source - This field allows you to
replace the standard INVALID SOURCE
message with a custom message (up to 16
characters in length). This message will
display when an input source is used that
the terminal has been programmed to
ignore. For example, the employee uses a
magnetic strip badge to punch In when only
keypad entry is recognized.
Invalid Badge - This field allows you to
replace the standard INVALID BADGE
message with a custom message (up to 16
characters in length). An INVALID BADGE
message displays when a badge or card
other than the specified badge length is
used.
Invalid Level - This field allows you to
replace the default INVALID LEVEL
message with a custom message. This
message is displayed when Validation is
used, and an invalid level number is
entered. It cannot be more than 16
characters.
Idle Message - Enter the message text that
displays on the time clock when in an idle
state. If this field is left blank, no message
will be displayed. It can accept a one-line
message that is up to 16 characters.
Swipe & Go – Turn off function keys
Select this feature if the clock will only be used as
Swipe & Go. This feature disables all function key
access at the clock.
Display Idle time in Military format
53
Click this check box to display the clock‟s idle time in
military format (i.e. a 24-hour format). Clear this box
to display the clock‟s idle time in standard format
(i.e. a 12-hour clock). In both cases, the time is
displayed using the HH:MM:SS format.
Assignments
Here is where you can assign employees to a clock for the
purpose of Biometric (Fingerprint in this case) verification.
Add All – Adds all employee‟s to this clock for fingerprint
verification.
Note: If the employee‟s finger/hand has not been enrolled at
the clock, this assignment will be ignored until the enrolled
fingerprint/hand template is available for download
Remove All – Deletes all employee assignments to this
clock.
Add & Edit – Use this to add a new assignment or edit an
existing assignment. If Add is selected the following will
appear:
54
1) Select the employee you want to add/edit, from
the employee dropdown.
2) Select the badge number the employee will be
using at this terminal, from the badge dropdown.
3) Select if you want this assignment to be a
“Special Enroll”
Special Enroll is used for employee who‟s
finger/hand is not easily read by the terminal.
For example, a prosthetic. If Special
Enrollment” is selected the terminal will not ask
for input on a finger/hand.
Remove – Deletes the highlighted employee assignment to
this clock.
Group – Allows you to select a „Group of employees to be
assigned to this clock.
Click “Finish” to exit Time Clock Setup and you will return to the
System Setup main screen.
55
There will be a YES next to “Setup your Time Clocks” indicating
that your Time Clock has been successfully defined. You have
successfully navigated the system setup wizard. Click the
“Close” button to go the TA100 Lite Main Menu.
56
TA100 Lite Main Menu
This is where you access all areas of the TA100 Lite System.
Now that you have performed the System Setup, this is where
you will come every time you start TA100 Lite.
This is the TA100 Lite Main Menu; it will take you to every area
of the TA100 Lite system. There are eight (8) sections including
an Exit button on the Main Menu:
Setup – This is where you setup your overall system
operation. This is the same place you went when you
started up the system for the first time. Setup is where you
Clock.
Maintenance – This is where you define Departments, Pay
Categories and Holidays.
Employee – This is where you add new employees and also
where you can view, add, edit, and delete transactions on
the employee‟s timecard.
Status Board – This is where you go to see a quick view of
the current (as of last clock polling) status of each employee,
working, out, at lunch, etc.
Report/Listings – This is where you run all you system
reports.
57
Security – This is where you go to set up software security
access levels and apply those levels to users of the system.
Utility – This is where you go to run repair, backup, and
maintenance processes on the system tables.
Polling – Here is where you go to poll and program your time
Payroll – A wizard that walks you through the process of
exporting the payroll hours to your payroll software.
Exit – Exits the TA100 Lite System.
We have already covered Setup. It is now time to cover
Maintenance and Employee. Timecard and Report/Listing will
be covered under the System Operation section of this guide.
Utility and Payroll are not required for the operation of the
system and are therefore not covered in this guide. For a
detailed explanation of these areas see the TA100 Technical
Reference Manual included on the CD.
Maintenance
Let‟s go to the Maintenance Section to
define your Departments, Pay Categories
and Holidays:
1) From the Main Menu, click on the
“Maintenance” button.
The items in this section are presented in
the sequence in which they should be
configured in a new system.
Use the following order when configuring the system. All items
are required unless noted otherwise.
Departments (optional)
Categories
Holidays
58
Departments
Let‟s configure your Departments
2) From the “Maintenance” menu, click on the “Add/Edit
Departments” button.
This is where you add, edit, and delete departments in the
TA100 Lite system. Department Setup allows you to define and
store the basic information for each department in the TA100 Lite
system. Departments are used to track employee time for
reporting purposes.
Each employee is assigned a home department. This is where
their time is applied every time they clock IN. Employees can
then transfer between defined departments at the terminal. The
TA100 Lite software contains department reports that show how
much time was spent in each department.
Each department in the TA100 Lite system is basically defined
by just two simple parameters: number and name.
59
3) To add your first Department:
a. Click the Add button.
b.
Enter the Number for the Department in this field.
NOTE: Each department number must be unique.
c.
Press the Enter or Tab key to move to the next field.
d. Enter the Description of the Department in this
field. This field will accept up to 30 characters for the
name or description of the Department.
e. Press the Enter or Tab key.
f.
Click OK to confirm that you want to add this
Department. The system will automatically add the
Department and highlight it for editing.
4) To add additional Departments repeat step 3.
5) After configuring all Departments click the ”Finish” button to
return to the “Maintenance” menu.
60
Categories
Lets configure your Pay Categories.
6) From the “Maintenance” menu, click on the “Add/Edit
Categories” button.
Category Setup allows you to add a new category, change the
name/description of an existing category, and delete an unused
category. There are four standard categories, which cannot be
deleted, but may be edited to change the nomenclature. These
Categories are referenced below.
There are two default
categories that can be edited or deleted and they are listed
below. Each entry in the category database contains a unique
category code and a category name. Categories are used to
group amounts of time for reporting purposes. For instance, an
employee‟s timecard may reflect 40 hours but, when analyzed,
may actually consist of 24 hours of WORK time, 8 hours of
VACATION time, and 8 hours of HOLIDAY time. In this
instance, WORK, VACATION, and HOLIDAY time would all be
considered to be categories of time by the TA100 Lite system.
Many areas of the TA100 Lite system utilize the category
database for processing.
The TA100 Lite system has four standard categories that
cannot be deleted for this system to run.
Standard Categories
Code
Description
BRK
Time spent on break
LNCH
Time spent on lunch
HOL
Given holiday time
WORK
Normally worked time
Default Categories
Code
Description
SICK
Paid Sick Time
VAC
Paid Vacation Time
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7) To add a new Category:
a. Click the “Add” button.
b. Enter the Category Code in this field.
Each
category code may consist of up to 5 alphanumeric
characters. Press the Tab Key if the Code is less
than 5 characters.
NOTE: Each Category Code must be unique. Press the Tab Key
if the Category code is under 5 characters.
c.
Press the Enter or Tab key to move to the next field.
d. Enter the Category Name or description in this field.
Each category name may consist of up to 30
characters.
e. Press the Enter or Tab key.
f.
Click “OK” to confirm that you want to add this
Category.
The following screen will appear:
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8) Configure the follow fields.
What type of category is this?
Each category in the TA100 Lite system can track dollars or
hours. Because of this, each category must be defined as
dollars or hours.
By defining a category as hours, the category will be able to
track amounts of time.
By defining a category as dollars, the category will be able to
track amounts of money.
Does the entry of the category override an
absence?
NOTE: This parameter only applies to those categories that are defined as
hours.
Select this option if this category can override (cancel) an
employee absence. If this option is not selected, and the
employee was scheduled to work that day, the employee will
still show as absent on reports even though miscellaneous
entry of this category was made on that day.
Are the hours in this category paid?
63
NOTE: This parameter only applies to those categories that are defined as
hours.
If an entry is made using this category and the employee is
paid for it, select this option. If this parameter is not
selected, any hours accumulated in this category will not be
paid. This is commonly used for tracking categories that do
not add or adjust the employee's time. For example, if you
have a category for warning notices and you make a
category entry whenever a notice is given to an employee,
not selecting this option will allow the system to track and
report the notices but not adjust the employee's time
whenever one is entered.
Can the hours in this category be paid as
overtime?
NOTE: This parameter only applies to those categories that are
defined as paid hours.
This question controls whether or not, upon a
miscellaneous entry of this category, you will be asked
the question “Does this entry accrue towards overtime” it
also controls whether or not you can force a
miscellaneous entry to an overtime level. If you do not
want the system to allow this category to be paid at
overtime or accrue other time towards overtime, leave
this check box blank.
Do you wish to export this category?
NOTE: This question will only be available if you have selected a payroll
export under “Setup Company”.
If the dollars or hours accumulated in this category are to be
included in the payroll export, select this option. If this
category does not need to be reported to your payroll
company, do not select this option.
REG, OT1 and OT2 (Payroll Codes)
NOTE: This option is only available if you have selected the Do you
wish to export this category option.
Payroll export codes are used to map different types of
time to the way your payroll software wants to see it.
For REG time enter an alphanumeric export code (up to
six characters) in this field.
For OT1 enter an
alphanumeric export code (up to six characters) in this
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field. For OT2 enter an alphanumeric export code (up to
six characters) in this field.
For instance, let‟s use the following export codes as an
example: REG defined as A, OT1 defined as B, and OT2
defined as C. When the payroll export is generated, let‟s
assume that it contains the following information: 40A,
8B, and 4C. The payroll software will then be able to
interpret this as 40 hours of REG time, 8 hours of OT1,
and 4 hours of OT2.
NOTE: The payroll codes are generally unique for each payroll
service. Please contact your payroll service representative for your
specific codes for each category.
Field Code
NOTE: The export field codes (REG, OT1, and OT2) will not be
accessible unless this option is selected.
Contact your payroll company for the field codes you
will need. If you do have a field code that is required
for your payroll exports, put the code in this field. If
you do not have a required field code leave this area
blank.
Post to benefit entitlement?
If you want this category to show on the Employees
Benefits Tab, select this option.
When you are done with this screen, click “OK”.
65
3) To add additional Categories repeat steps 7 and 8.
4) After configuring all Categories click the ”Finish” button to
return to the “Maintenance” menu.
If you need to edit Categories:
a. Highlight the Category and click “Edit”.
b.
Make you changes
c.
Click “OK” to save changes.
Holidays
Let‟s configure your Holidays.
5) From the “Maintenance” menu, click on the “Add/Edit
Holidays” button.
This is where you add, edit, and delete holidays in the TA100
Lite system. Holiday Setup allows you to define and store the
basic information for each holiday in the TA100 Lite system. It is
only necessary to enter those holidays that are recognized by
your company. Holidays are not automatically updated and must
be manually entered each year.
Holidays must be defined in order to:

post employee time toward a paid holiday rather
than time worked.

generate time and attendance reports that
reflect holidays.
It is important to remember that Holiday Maintenance only
specifies a date as a holiday - the employee’s assigned Pay
Rule determines how employees are paid on holidays.
NOTE: Each year you will be required to enter the holiday dates for the new
year
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Each holiday in the TA100 Lite system is defined by just two
simple parameters: date and name.
6) To add a new Holiday:
a. Click the “Add” button.
b. Enter the Date of the holiday in this field. Each
holiday date consists of a two-digit month, a twodigit day, and a last-two or four-digit year.
The date must be the date you pay the holiday on
not the actual holiday date. For example, if a Holiday
falls on a Sunday, but your employees get Monday
off, then enter the Holiday using Monday‟s date. If a
holiday falls on a weekend, and your employees do
not receive holiday hours for that day, then don‟t
enter the holiday in the system.
If your employees get two consecutive days off for a
holiday, you must enter both dates. For example, if
Thursday is the holiday and you wish to give both
Thursday and Friday off with pay; add both days as
Holidays.
c.
Press the Tab Key.
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d. Enter the Name for this Holiday.
7) Press the Tab or Enter Key.
8) Click “OK” to confirm that you want to add this Holiday.
9) To add additional Holidays repeat steps 13-15.
10) After configuring all Holidays click the ”Finish” button to
return to the “Maintenance” menu.
11) You can go into any of the System Maintenance options and
make changes or click the “Close” button to proceed to the
TA100 Lite main menu.
NOTE: You can always come back at a later date to make changes.
Employee
Let‟s go to the Employee Section to
add your Employees and assign
them to the Shifts and departments
you have previously setup:
1) From the Main Menu, click
on the “Employee” button.
This is where you can view, add, edit, and delete employees in
the TA100 Lite system. Employee Maintenance allows you to
define and store the basic information for each employee. Many
different areas of the TA100 Lite system utilize the Employee
database for processing.
The best way to explain Employee Maintenance is to briefly
cover the main information that is entered for each employee
and then review how that information is used.
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The Employee screen is divided into multiple Tabs:
TimeCard – This is where you view and edit employee
timecards.
Schedule The Schedule tab displays and allows you to edit
the employee's schedule.
Transactions - The Transactions tab displays the individual
punches for the employee
Employee - The basic information that you enter for an
employee includes the employee code, last name, first
name, middle initial, hire date, and assigned home
department.
Status - This section shows the employee‟s active, inactive,
temporary, or permanent status with the company.
Benefits - The Benefits tab reflects the selected employee's
current benefit balances.
Messages - The Messages tab allows you to create a
customized message that will display when this employee
punches at the clock
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Wages – The Wages tab specifies the FLSA status (exempt
or non-exempt) and pay rate(s) for the employee.
Badges - This section shows the employee‟s active and
inactive badge assignments.
Clocks - The Clocks tab is used to assign Hand Readers and
TA700 series clocks to the employees for the purpose of
downloading biometric templates to individual clocks..
Detail - The Details tab manages the employee's personnel
settings. New employees are also added from this tab.
Selecting an Employee
The Employee List window on the left side of the Configure
Employee Screen contains a list of the employees in the
database. Sorting options are available as described below:
Turn on filters to only show
specified groupings on employees
Search for specific employees by
code last name or badge number
Sort the
employee
list by
Employee
number or
name
To select an employee scroll through the list until the
employee you want to view is highlighted. Double click on
the employee or just press Enter
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Adding a New Employee
2) To Add a new Employee, click the employee “Detail”
tab then click the “Add” button and follow these steps:
Employee Number
Enter the employee Number for the Employee in this field.
Each Employee number may consist of up to 9 digits or
alphanumeric characters depending on the way it defined
when you configured your company. This number is used to
identify each employee in the system and must be unique to
each employee. If you are exporting to a payroll service, this
number must match the payroll id number.
Employee SSN, Birth Date, Last Name, First Name,
Middle Initial, Address and Phone number
Enter each part of the employee‟s name in the applicable
field. This is the only required field. You can also enter the
employees address for reference purposes only.
Hire Date
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It is important to enter the correct date in the Hire Date field.
When running a report, the system will reference this date to
determine whether or not to print a particular employee‟s
time for the specified date range.
Fiscal Date
This is the date the employees benefit taken shown on the
Employee Benefits tab will reset to zero (o).
Fields 1-6
These are user defined fields used to hold any additional
information you wish to keep. For example employee car
type and license plate number, spouse name, etc
Home Department
This is the department the employee will sort under when
you run reports that sorted by department. All of the
available departments in the system can be accessed from
the Home Dept drop-down list box. To select a specific
department, click the left side of the list box to display all of
the departments, navigate to the desired department, and
highlight the department to select it as the employee‟s
assigned Home Department.
Export Code (File Number)
NOTE: This option is only available if you have selected a payroll export
that requires a code.
This is the field where you will enter the employee‟s payroll
id. This number must match with your payroll service or the
payroll information will not be imported correctly into your
payroll software.
Use PC Clock
NOTE: This option is only available if you have the Optional PC Clock
Module.
Is this employee allowed to clock using PC Clock?
3) The OK button should now be highlighted. Click “OK” to
add the Employee to the system.
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4) TA100 Lite will automatically create a Status record
based on the current date making the employee Active,
Assigning them to Policy 1, Fulltime and Permanent.
You can choose to keep this status and move on to the
next screen by clicking “Close” or you can edit this
status by clicking “Edit”. The following describes the
meaning of each setting under the Add/Edit screen:
Date - Enter the date that this Status change becomes
effective. If this is the employee‟s first status record, start
the employee‟s schedule on today‟s date, on the
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employee‟s hire date, or other. It is highly recommended
that you select the default “Today”.
NOTE: The system uses this date as a start-of-processing date.
Therefore, if you set this date prior to today you will have to enter
punches for those dates or the system will generate absences for the
employee. Conversely, if you set it to a future date no time will be
generated for the employee prior to that date.
Active/Inactive - Choose whether the employee is Active
or Inactive as of the selected date. Active indicates that
the employee is currently working for the company.
Inactive indicates that the employee is not currently
working for the company, perhaps because of a leave of
absence or termination.
Full Time / Part Time - Choose whether the employee is
Full Time or Part Time as of the selected date. This
setting is used to filter reports and payroll exports.
Permanent / Temporary - Choose whether the employee
is Permanent or Temporary as of the selected date.
This setting is used to filter reports and payroll exports.
Policy - Select the Policy that will apply to this employee
as of the effective date. Policy is the rules used to
calculate the employee timecard.
5) Click “Close”.
6) The Assignment Start Date dialog box will open. Choose
the date on which you want the employee's schedule to
start. This usually coincides with the date the employee
will start punching the time clock. No punches for an
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employee will be calculated prior to this date. If you set
this date prior to the employees first clocking date you
will need to make sure that the employee schedule
indicates that the employee is not scheduled to work, or
the timecard will indicate absences.
7) The system will prompt you to enter the Schedule for
this employee.
From this screen, you can assign an employee to a Shift, a
home Department, and define if they are scheduled to work
that day, each day of the week.
The Employee Schedule Assignment database stores the
assignments of each employee to their shifts, departments,
and workdays. Initially, each employee only needs to be
assigned to a shift for a week SOMEWHERE IN THE PAST
BEFORE THE CURRENT PAY PERIOD. The shift must be
assigned at some point in the past (before the current pay
period) because the system requires a schedule in order to
calculate the employee‟s time.
This screen is presented in calendar form. The titles Sunday
through Saturday are displayed along the top of this
calendar screen. The month, day, and year are displayed at
the top.
NOTE: The date the employee will first start to punch has to be somewhere
in the week displayed in the center row. Since the TA100 Lite system
schedules by week, you will define the entire week. When you say “OK” the
system will copy that week forever. Therefore, you will only have to come
back to the employee’s schedule if there is a change.
To add/change the Schedule:
8) The first time, you must fill in a schedule for the entire
week whether the employee will be working on that day
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or not. This is done because the system will copy each
days schedule forever.
9) The system will prompt for the Schedule Details, which
allows you to actually assign an employee to a Shift and
to a Department. The following will describe the fields
on this screen:
WARNING - The first time, you must fill in a schedule for the
entire week whether the employee will be working on that day or
not. This is done because the system will copy each days
schedule forever.
Shift
All of the available shift groups and shifts in the system
can be accessed from the shift drop-down list box. To
select a specific shift group and shift, click the “down
arrow on the right side of the list box” to display all of
the entries you made when setting up your shifts,
navigate to the desired shift group and shift. Once the
one you want is highlighted, press the “Enter” key or
click on it with your mouse. The shift you selected
should now be displayed as the employee‟s assigned
shift for this day.
NOTE: In order to assign an employee to a specific shift, that shift
must have already been defined in the system.
Besides the shifts you defined, one default option
(Floater) will be available:
Floater – Floater is selected when you have multiple
shifts in a shift group and this employee is not fixed
to any one of them. By selecting Floater you do not
have to assign the employee to a specific shift.
When the employee clocks IN the system looks at
the clock IN time if the time is within 30 minutes of a
shift start time, the employee is automatically
assigned to that shift. If the employee clocks IN
over 30 minutes after a shift is scheduled to start,
the employee is automatically assigned to the next
shift in the Shift Group, without the need of a
supervisor having to adjust their schedule.
If the Shift Group was defined as a “Flex” or “Open”,
the following will be available:
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00:00–00:00 8:00 Open – Flex and Open are
shifts with no defined start or stop times.
Employees can come-and-go as they please.
All that is defined is the total hours they must
work each day along with the break/lunch
duration.
NOTE: Employees on Flex and Open Shifts will have their
punches rounded using the “Outside Rounding” rules
defined in the company. If you select this option, any
existing shifts within this shift group will have the Start and
Stop times set to 00:00.
If you choose a shift with
a set start/stop time the
system will display that
start/stop time along with
the override field. At any
time you can override the
shift
assignments
start/stop times by either:
a) Drag the arrows to the
desired
start/stop
times.
b) Type in the start/stop
times
in
the
appropriate fields.
Work
It is now time to tell the system if on this day the
employee is scheduled to work. Place a check in the
Work checkbox if an employee is scheduled to work on
this day of the week. If a day of the week is scheduled
for Work and no punches come through for the
employee, an Absence will be flagged on the reports.
Once the day is checked for Work the scheduled hours
will appear to the right of the check box (no hours will
appear if this is an open or flex schedule). This is an
indicator of how many hours you have scheduled for this
employee. Perform this step for each day of the week
the employee is scheduled to work.
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Department
This is the department the employee‟s time will accrue
toward as soon as they clock IN on this day. All of the
available departments in the system can be accessed
from the Department drop-down list box. To select a
specific department, click the “down arrow on the right
side of the list box” to display all of the entries you
made when setting up your departments. Once the one
you want is highlighted, press the “Enter” key or click
on it with your mouse. The department you selected
should now be displayed as the employee‟s assigned
department for this day.
NOTE: In order to assign an employee to a specific department, that
department must have already been defined in the system.
10) Repeat this process for every day of the week.
WARNING - The first time, you must fill in a schedule for the
entire week whether the employee will be working on that day or
not. This is done because the system will copy each days
schedule forever.
11) Once you are done setting the schedule for the entire
week, click “OK” to save the schedule. If this is your
first time setting this employee‟s schedule the system
will copy the schedule for three months into the future.
Thereafter, the system will automatically generate the
schedule in three-month increments. This means that if
the employee‟s schedule never changes you will never
have to come to this screen again.
12) This is the messaging setup screen. Here is where you
can create a customized message that will display when
this employee punches at the clock
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13) To give this employee a message click on the “All
Clocks” button.
Default message to Employee name – Select this option
to display the employee‟s first initial last name when the
employee swipes his/her badge at the clock. If this
option is selected the message field will default to the
employee name.
Message – Type in your custom message up to 16
characters. For Example, Happy Birthday.
The same function can also be performed from the “Add”
button. The only difference is that you will have to select
which clock you want to assign the message to.
14) Click “OK” to save your Message Assignment.
15) When you are done assigning your message you can
move on to the next screen by clicking “Close”.
16) If you had selected “Do you wish to track Wages in this
system” under Company Setup the following wage
assignment screen will appear. If you did not select this
option, skip to the next step.
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Hourly / Salary
Select if this employee is paid “Hourly” based on
clocking in/out or earns a Salary. This is used to filter
employees on reports and payroll export
Hourly – Must Punch in order to receive time on their
Timecard.
If you had selected, under “Company Setup” yes to
“Do you wish to track Wages in this System” the
following Wage assignment screen will be available
under “Hourly” when you select the “Add” button.
This is where you assign the employee an
hourly wage. As an employees wage
changes you can make multiple wage
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entries on this screen. Enter an effective
date and a wage amount. When you are
done click “OK” and you will return to the
wage assignment screen. The new wage
assignment will be displayed.
Salary – Not required to punch.
Pay Overtime – If this option is selected and
the salaried employee is punching and
Overtime the employee works will be
reported as Overtime. If this option is not
selected all punched time will be reported as
regular.
17) Click “OK” to move to the Badge assignment screen.
18) Click “Add” to assign a badge to this employee.
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Badge Number
The system will prompt you to Assign Badge, if you
selected No Automatic Badge Assignment in the
Company Setup.
WARNING - If you selected Next Numeric Available or Same as
Employee Number you will not receive this screen. However,
please note that the badge number displayed must match the
badge number the employee uses to identify themselves at the
time clock.. If these numbers do not match, the system has no
way of knowing which punches coming from the time clock go
with this employee.
Each employee must be assigned to a badge as this is
what the employee uses to identify themselves at the
time clock (see System Operation for information on how
the employee uses their badge at the time clcok). By
making this number match the badge the employee uses
at the time clock the system knows that any punches
coming from the terminal with this number belong to this
employee. Therefore, it is imperative that this number
match the badge used by this employee at the time
clock.
NOTE: Each employee need only be assigned one badge. Therefore,
it is not necessary to manually assign the employee to a badge if they
have already been assigned to one. Employees may be assigned to
multiple badges due to the loss of a badge or for any other reason. If
an employee loses a badge, that badge assignment should be made
invalid. Use of any invalid badges will be flagged on timecard reports.
Specify the employee‟s Badge Number in this field.
Each employee must be assigned a unique badge
number. The badge number is usually located in the
upper right corner of the badge.
Valid
Select the Valid option for this badge assignment. It is
possible to track the history of an employee‟s badge
assignments by making previous badge assignments
invalid rather than deleting them entirely.
The
employee‟s current employee assignment must be made
valid in order for the system to correctly recognize its
association with the employee.
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Warning - Badge assignments should not be deleted. They
should just be made Invalid. If they are deleted and you repost
old polling files (see the Utilities section of the technical reference
manual) transactions in the past will not be associated with this
employee.
NOTE: You can delete the badge assignment of a terminated/inactive
employee and re-issue it to another employee. However, keep in
mind, if you repost old polling files (see the Utilities section of the
technical reference manual) transactions in the past for the prior
employee will now be associated with this employee.
19) Once you are done setting the badge assignment, click
“OK”. You will return to the Badge Assignment screen.
The Badge should be displayed.
The following screen will only be seen if you are using a
Clock defined to check fingerprints or a Hand Reader.
20) Once you are done assigning badges to this employee,
click “Close”. You will move to the Clock Assignment
screen.
If you are not using Hand Readers of Fingerprint clocks
skip this step by clicking the “Close” button.
The Clock Assignment screen is used to assign Hand
Readers and TA745/785 fingerprint to the employees.
This is necessary because both the Hand Reader and
TA745/785 clocks use a biometric template to verify the
identity of the employee. Each time the employee
punches, the clocks compare the employee‟s
hand/finger to the template residing in the clocks
memory. Employee information, hand templates and
fingerprints are stored in the clocks. For this reason,
employees must be assigned to a clock so their name
and template will be downloaded to the correct clock.
a) Select the Tab associated with the type of
biometric time clock you are using. In this case
we have selected TA745/785:
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b) To give this employee a clock assignment click
on the “All Clocks” button.
c) Click “OK” to verify the assignment. The
assignment will be displayed on the assignment
screen.
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The same function can also be performed from the
“Add” button. The only difference is that you will have
to select which clock you want to assign this employee
to.
21) Click “OK” to save your Clock Assignment and add the
employee to the system.
You should now se the new employee in the employee
list:
If you need to edit any of the employee information or assignments:
a) Move to the tab containing the information you wish to edit.
b) Perform the steps needed to modify the desired employee
information.
We have now covered the areas require to setup the TA100
Lite software; Setup, Maintenance and Employee. It is now
time to program your time clock with the parameters you
defined during the TA100 Lite system setup. Since this is a
simple guide to setting up your system, many areas of the
software setup were not covered. For a detailed explanation
of these areas see the TA100 Lite Technical Reference
Manual included on the CD.
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Setting Up & Programming Your Time Clock
It is now time to program your Time Clock to match the software
parameters you defined during system setup:
1) Make sure you time clock is powered up and the
communications cable is connected to your PC per the
instructions provided with the time clock.
The
communications cable must be connected to the PC‟s Com
port as defined under the time clocks configuration screen.
NOTE: Appendix C – Wiring Diagrams describes how to connect your
TA715/745/777/785 Time Clock to your PC/Network
2) If you are using:
NOTE: Appendix A – Setting Communications on a TA715/745/777/785
Time Clock describes how to use the Time Clocks internal Technical Mode
to make the necessary communications setting on the TA745/785 Time
Clock
a. Serial communications – make sure the serial baud
rate set in the software matches to serial baud rate
defined in time clock. Refer to the time clocks
manual for instructions on how to set the time clocks
internal serial baud rate.
b. Ethernet communications – make sure the IP
address and IP port set in the software matches to
the IP address and IP port set in time clock. Refer to
the time clocks manual for instructions on how to set
the time clocks internal IP address and IP port
settings.
c.
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LAN communications – make sure the LAN baud
rate and LAN ID set in the software matches to LAN
baud rate and LAN ID defined in time clock. Refer
to the time clocks manual for instructions on how to
set the time clocks internal LAN baud rate and ID.
Polling
Let‟s go to the Polling Section to see
how to Poll and Program you Time
Clocks:
3) From the Main Menu, click on the
“Polling” button.
4) This is where you communicate with your time clocks. Click
on the “Add all” button to move all the time clocks from the
left column to the right column. All clocks are now selected.
5)
Click on the “Polling Options” tab.
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Here is where you select what operation you want to
perform:
Poll Transactions - Check this option to transfer punches
from the clock to TA100 Lite.
Clear Clock Transactions – (only available if Poll Transactions was
selected). Check this option to clear the transactions from the clock
after transferring them to TA100 Lite.
TIP: This does not need to be done every time. You may
leave the transactions in the clock until payroll is processed
successfully, however if you have a lot of employees you will
want to clear more frequently so the clock memory does not
fill up.
Program Clock - Check this option to send programming and
configuration information (such as the settings in the Configure Clock
dialog box) to the clock. Clock function keys and function messages
are sent to the clock during programming.
TIP: This option should only be used when basic clock setup
has been changed since the initial programming.
Set Clock date and time - Check this option to send the computer's
current date and time to the clock.
TIP: You may not want to do this every time, as the clock's
internal clock tends to be much more accurate that the
computer's.
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Load Messages - Check this option to send employee messages to
the clock.
Biometric Template Manipulation
Send Templates - Select this option to send employee
biometric hand/fingerprint templates to the clock. This can be
used to upload a template to a new clock, or to restore
templates to a clock that has been cleared.
Clear Templates - Check this option to clear the templates
from the clock. USE THIS OPTION VERY CAREFULLY, as
it will delete all existing templates in the clock and
employees will not be able to punch until the templates are
restored.
Retrieve Hand Templates - Check this option to download
new hand templates from the clock for input into the TA100
Lite database.
Process punches after polling - Check this option to automatically put
the punches into the online timecards of the employees.
6) Click “Poll” to start the polling/programming process.
If you encounter the above message there was an error
during the communications process. Check your connection
and clock settings. If you are unsure of why you are
receiving this message, contact your local Time America
representative or system administrator.
Warning: Do not proceed until you have successfully polled/ programmed
your Time Clock.
We have now covered the areas require to setup the TA100 Lite
system; Setup, Maintenance, Employee, and Time Clock
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polling/programming. It is now time to start operating the
system, which includes time clock operation, Timecard and
Report/Listing. Security, Utility, Polling and Payroll are not
required for the operation of the system and are therefore not
covered in this guide. For a detailed explanation of these areas
see the TA100 Lite Technical Reference Manual included on the
CD.
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Chapter 4 - System Operation
This section explains how to use the Time Clock, edit punches in the
TA100 Lite software and run system reports. Since the system relies
on your computer‟s clock/calendar for the date and time, please
make sure that it is correct AT ALL TIMES. If the date and time are
incorrect the employee transactions coming from the Time clock will
have an incorrect date and time.
Overview
The time clock is where your employee‟s punches/transactions will
be collected. The terminal operates in two employee modes:
Function Key – The employee presses a function key such
as clock IN, clock OUT, lunch start, lunch stop, break start,
break stop, department transfer, and tip entry at the start of
the transaction to indicate what the employee wants to do.
Then the employee swipes their badge to accept the
function.
Swipe & Go – The employee just swipes their badge. The
employees schedule is then used to figure out if the
employee was clocking IN, clocking OUT, starting lunch,
stopping lunch, starting break, or stopping break.
Department transfers and tip entries can never be performed
in Swipe & Go mode since both transactions require follow
on data (department number or tip dollar amount).
So why would you want to have employees press a function key
when going IN or OUT for the day, lunch or break? The reason
depends upon if you have complex shifts or employees that are not
on a fixed schedule. If you are using Swipe & Go the system
decides if a punch pair (IN/OUT) is a Break, Lunch or day start/end
using the following calculation:
If “Punching for Breaks” is checked, a punch pair is
considered a Break if the duration is less then double the
break duration.
For example, if the break duration is 10 minutes, up
to duration of 20 minutes is considered a break. If
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the duration between the two punches is 21 minutes
or greater the system will look next to the lunch
rules.
If “Punching for Lunch” is checked, a punch pair is
considered a Lunch if the duration is less then double the
Lunch duration
For example, if the lunch duration is 30 minutes,
up to a duration of 60 minutes is considered a
lunch. If the duration between the two punches is
61 minutes or greater the system will consider the
punches an IN and Out for the day.
As you can see, if your employees do not abide by the rules the
system administrator will be doing a lot of punch editing. In most
cases, unless your schedule is a simple IN at the beginning of day,
OUT at the end of day, and the system deducts the lunch
automatically, you may want to start instructing your employees to
use the function keys. Using the function keys is a simple one step
process that could save you a great deal of punch editing time.
The time clock is an offline terminal, which means when a
transaction is entered it is stored in the time clocks memory until you
initiate a „Polling” from the host computer.
Three idle messages you may see displayed at the terminal are:
PLEASE WAIT ## - When you initiate a programming from the
TA100 Lite software, the terminal receives programming
information from the host computer. While the transmission takes
place, the terminal displays this message.
WARNING: Since the time clock receives the current date and time from the
host computer it is imperative that the host computer’s date and time be
correct. If it is not, all transactions will be logged with the wrong date and
time.
MEMORY LOW – The terminal has built-in checks to test the
size of available data storage memory. These checks are
performed every time a transaction is made. When memory can
only hold approximately 50 more transactions, the terminal will
display MEMORY LOW. The terminal will still allow transactions to
take place.
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WARNING: When MEMORY LOW is displayed you must establish
communications with the host computer or data could be lost. When
memory is low, the transaction time may take longer than normal.
CLOCK FULL – If the terminal is not polled during MEMORY LOW
you could reach the critical point of not having enough memory to
process the current transaction. When this occurs the terminal will
display CLOCK FULL.
WARNING - NO TRANSACTIONS INCLUDING THE CURRENT WILL BE
PROCESSED AT THIS POINT UNTIL THE CLOCK CAN DOWNLOAD IT’S
TRANSACTIONS TO THE HOST COMPUTER.
INVALID BADGE – The terminal is programmed to support
badges of the length defined in the Ta100 Lite Configuration setup.
If a badge of another length is swiped (i.e.; a credit card), this
message is displayed.
Along with displayed messages the terminal comes with Accept and
Reject tones to verify an input. These tones sound on any input
whether it is from the Keypad, or Magnetic Stripe reader. The tones
are:
ACCEPT (valid input)- short, high tone
REJECT (invalid input)- Three quick beeps
Before Using Your TA715/745/777/785 Terminal
1) Check the display for the idle prompt (date and time), if it is not
being displayed, press the <CLEAR> key to end the current
operation and display the idle prompt. If the terminal is
displaying “PLEASE WAIT”, the terminal is communicating its
transactions to the host computer. In this case wait until the
terminal has completed communications with the host
computer and the terminal‟s display shows the idle prompt.
2) There are two ways an employee can perform a transaction at
the terminal, Swipe & Go or Function Key. The reason
employees should use either method are listed under
“Overview” at the beginning of this Chapter.
Swipe & Go – there is nothing to do. Go directly to the next
step, which is swiping the magnetic stripe badge.
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Function Key - Press the Key corresponding to the Transaction
desired. For example, press key 1 if coming in to work. Below
is a list of the function key:
TA715
5
TA785
TA777
TA745
Function Key Assignments
*
*
*
*
*
*
94
TA715
IN/7
OUT/9
1
2
3
4
5
6
TA745
Swipe & Go Only
Swipe & Go Only
Swipe & Go Only
Dept
Swipe & Go Only
Swipe & Go Only
Tip
Swipe & Go Only
TA777/785
IN
OUT
F1
F2
F3
F4
F5
F6
Function
Clock IN
Clock OUT
Break Start
Department Transfer
Break Stop
Lunch Start
Tip Entry
Lunch Stop
* This key will generate a transaction only if under
“Setup”, “Your Company”, on the “Set Up Employee
Punching” screen you have checked the box to use
this type of punch. For example, transactions
coming from the tip key will be ignored if you did not
check “Will employees be reporting tips” under
company setup. In addition, if an employee uses the
Break/Lunch keys and is not assigned to a shift that
has “Will employees punch for Break/Lunch”
checked, the results will be unpredictable.
3) If you are using Biometric identification at the time clock you
will first need to enroll your employees prior to starting to
punch at the terminals (see Appendix B). For additional
instructions on how to enroll employee fingerprints/hands
refer to the Technical reference manual that came with the
time clock.
Using Your TA715/745/777/785 Terminal
If you are using swipe and go, skip step 1
1) After pressing the function key the terminal will display a
message confirming to you what key was pressed. For
example, if the IN key is pressed the terminal will display
CLOCKED IN..
NOTE: If you select a function key that has not been turned on (see Setting Up Your
Time Clock) the terminal will error beep and return to idle.
2) No Badges - Key in your badge number
Magnetic of Bar Code Badges - Insert the badge into the
card reader with the magnetic stripe / Bar Code in the
direction as indicated on the picture on the time clock.
Without stopping, slide the card briskly through the slot. If
the terminal beeps 1 time, the entry has been accepted. If
the terminal beeps 3 times and displays "PLEASE TRY
AGAIN", check the position of the magnetic stripe / bar
code, and slide the card through the slot again. If the
warning persists, the card may be damaged.
Proximity Badge – hold the badge up to
the proximity symbol on the front right side
95
on the terminal. The badge must be held
within three inches of the symbol for the
Time Clock to read it.
If the terminal
beeps 1 time, the entry has been
accepted.
NOTE: The terminals standard application is set to accept a five (5)-digit
badge. If "INVALD BADGE" is displayed, you are probably using a different
length badge number
If you are using the terminal in Swipe & Go mode or you
selected a function not requiring follow-on data (such as an
IN/OUT Break or Lunch punches) the terminal will display
"PUNCH ACCEPTED". This is the indicator that a punch has
been entered into the system.
NOTE: The Time Clock must be programmed prior to use, or some of the
terminal function may not be available to the employee (see Setting Up Your
Time Clock).
If you have selected function keys 2 (Department Transfer) or
5 (Tips), complete the transaction as instructed by the prompts
on the display panel. For example:
96
a.
If you have selected function key 2 (department transfer)
the terminal will display “ENTER DEPARTMENT”. Key in
the new department number corresponding to the
department you are transferring into. Use the numeric
keypad on the terminal to perform this function. Press
<ENTER> to accept the transaction.
b.
If you have selected function key 5 (tip entry) the terminal
will display “CASH TIPS”. Key in the amount of Cash Tips.
Use the numeric keypad on the terminal to perform this
function. Press <ENTER> to accept the amount. The
terminal will display “CHARGE TIPS”. Key in the amount
of Charge Card Tips. Use the numeric keypad on the
terminal to perform this function. Press <ENTER> to
accept the transaction.
2) The terminal will go back to the idle prompt (date & time)
to wait for the next transaction.
3) Now it is time to enter an IN and OUT punch for an
employee. Select a badge that has been assigned to an
employee in the TA100 Lite software and note the number
of that employee. Check to see that the date and time on
the Time Clock display is correct. If not, it must be
corrected first (see setting terminal date and time).
a. Press the CLOCK IN function key
b. Swipe/key your employee badge.
c.
If using fingerprint, place your finger on the reader
when the unit displays “Place Finger”.
Wait at least three minutes, now we‟ll do an “OUT”:
a. Press the CLOCK OUT function key
b. Swipe/key your employee badge.
c.
If using fingerprint, place your finger on the reader
when the unit displays “Place Finger
Assuming you have not received any error messages
have now logged both an IN and OUT punch for
employee assigned to this badge. If you received
error messages reread this section on how to use
Time Clock and repeat this procedure.
you
the
any
the
It‟s time to go back to the TA100 Lite software and poll the time
clock so that the punches you just entered are transferred and
processed into the TA100 Lite software. Then we can review
and edit the punches you just entered.
Time Clock Polling
1) From the Main Menu, click on the
“Polling” button.
97
2) This is where you communicate with your time clocks. Click
on the “Add all” button to move all the time clocks from the
left column to the right column. All clocks are now selected.
3)
Click on the “Polling Options” tab.
Here is where you select what operation you want to
perform:
Poll Transactions - Check this option to transfer punches
from the clock to TA100 Lite.
98
Clear Clock Transactions – Check this option to clear the
transactions from the clock after transferring them to TA100
Lite.
Set Clock date and time - Check this option to send the
computer's current date and time to the clock.
4) Click “Poll” to start the polling/programming process.
If you encounter the above message there was an error
during the communications process. Check your connection
and clock settings. Revisit the “Setting Up & Programming
Your Time Clock” and “Time Clock Setup” sections of this
guile to verify your communications settings.
If you are unsure of why you are receiving this message,
contact your local Time America representative or system
administrator.
Warning: Do not proceed until you have successfully polled your Time
Clock.
It is now time to see your transactions on the employee Timecard
and perform edits to them. Press the “Close” button to exit to the
Main Menu
Timecard Editing
1) From the Main Menu, click on the
“Employee” button.
99
This is where you can view, add, edit, and delete transactions on
the employee‟s timecard. You can edit the employee‟s schedule
(same as under Employee Maintenance). You can also see the
employee‟s transaction detail. The best way to explain the
Online Timecard is to briefly cover the main information that is
entered for each employee and then review how that information
is used.
The Online Timecard Editor allows you to access employee
transactions in the TA100 Lite system.
By using the Online Timecard, it is possible to:
100

Add new transactions

Edit transactions

Delete transactions
Screen Codes
Found at the left edge of a time entry line, this code flags
additional information about the time transactions and how they
relate to the scheduled start and stop times.
There is a quick access key for
these codes. To display the
key just drag your mouse over
the “Key” button
A
Absence The transaction
shows the employee did not
work on a scheduled workday.
M
Missing punch A missing
punch is present in the
transaction sequence.
I
IN The employee is currently
punched IN.
Grey
Highlight
Future Transactions
101
Screen Headers
Date
This is the date of the time transaction in MM/DD/YY
format.
Day
This is the day of week the transaction occurred.
Cat
This is the category code associated with the transaction
(see Categories under System Maintenance for more
information on Categories).
Start
The transaction start time displays in HH:MM format.
Stop
The transaction stop time displays in HH:MM format.
Department
This is the department in which the employee time was
worked/applied. (see Departments under System
Maintenance for more information on Departments).
REG
This is the number of regular hours worked by the
employee.
OT1
This is the number of overtime hours in the first overtime
category.
OT2
This is the number of overtime hours in the second
overtime category.
102
Unpaid
The number of unpaid hours for this employee displays
in HH:MM format. Unpaid hours would include unpaid
lunches and breaks.
Dollars
This is the currency amount associated with the
transaction. Dollars are entered by a supervisor as a
miscellaneous entry for items such as expense
reimbursements, tool allowance, etc.
S
Is there a manual edit to this line of the timecard? *
indicates that a Supervisor either added a punch or
edited an existing punch.
Online Timecard Center Fields
The following describes the fields located in the center of the
Online Timecard:
Auto Processing
If this option is selected your timecard will automatically
recalculate every time you make a change. If this option
is not selected, changes made will only be reflected on
the time card after you click the “Reprocess” button.
NOTE: It is recommended that this option is always selected.
103
Show Schedule
If this option is selected your timecard will display the
employees assigned schedule on any days the
employee is absent.
Pay Periods Back
Use the arrows to scroll back to view the associated
transactions for the selected employee, from previous
pay periods. To the right of this field the system will
display the actual date of the highlighted transaction in
the Online Timecard. This is done to let you know if a
transaction occurred on the prior day but is being
processed to the next day.
From xx/xx/xxxx to xx/xx/xxxx
The beginning and ending date of the selected pay
period specified in the company policy assigned to this
employee.
Daily Totals
Transaction totals for the current week (based on the
selected day on the timecard). The days totals will be
broken on by the displayed fields with weekly totals
shown in the right column. The current day will be
highlighted and nonscheduled work days will be grayed
out.
Online Timecard Footer Buttons
The following describes the buttons across the bottom of the
Online Timecard:
104
Number / Name
Select how you want your employees sorted
Show Inactives
Adds inactive employees to the employee selection list.
Expand the size of the employee selection list.
Reprocess
Use this button to refresh the Online Timecard with any
changes that have been made.
NOTE: If Auto Processing is not selected this button must be pressed
every time a new transaction is entered, a current one is edited, or one
is deleted.
This button causes the system to recalculate the
employee’s time based on any changes that have been made.
Add Trans
Use this button to Add/Edit punches.
Edit/Add Start
Use this button to Edit/Add start times (same as mouse
left click).
Edit /Add Stop
Use this button to Edit/Add stop times (same as mouse
right click). This is explained in more detail in the next
section, Editing Time Transactions.
Delete
Use this button to Delete a transaction.
From Schedule
If the employee is absent for the day (A) and you want to
quickly add both the IN and OUT punched based on the
employees scheduled Start and Stop times, use this
button. Once pressed the system will automatically add
the scheduled IN and OUT transactions for the
highlighted date based on the employee‟s assigned
105
schedule. This button is only active if an absence exists
for the highlighted day.
Close
Use this button to Close the Online Timecard.
Print
Use this button to print the displayed Online Timecard.
Editing Time Transactions
Employee transactions can easily be added and edited
through the Online Time Card Editor.
Editing Shortcuts
a. Double clicking your left mouse button while
highlighted on the timecard punch line brings up the
Start punch for detailed editing.
Double clicking your right mouse button while
highlighted on the timecard punch line brings up the
Stop punch for detailed editing.
b. Double clicking on a Start punch brings up the Start
punch for quick date/time editing.
106
Double clicking on a Stop punch brings up the Stop
punch for quick date/time editing.
Let‟s edit the time transactions on your displayed timecard:
1) In the Online Timecard, while highlighted on the punches
you just added at the time clock, click the Edit/Add Start
button. This will display the transaction‟s time in the
Transaction Detail dialog box as described below.
2) Skip over the transaction Date by
using the Tab key or clicking on the
hour field of the time.
If you want to change the date, type
in the new date using the new
MMDDYY format or use the scroll
arrows to move forward or backward
between days. You can also bring
up and select a specific date from a
calendar by clicking your right mouse
button while highlighted on the date
field.
3) Move the transaction time backward a few hours (earlier in
the day). Enter the transaction time as HH:MM:SS (military
format), in the Time field. You can use the scroll arrows to
avoid having to type in the time.
4) You can now click on OK to save your changes. If you want
to change the transaction Function lets say from an IN to an
OUT you can use the Function drop down list to select from
the available Functions. One of the Functions is called
107
Miscellaneous; you would select this function to add
category entries such as Sick and Vacation. See the
technical reference manual for further information on
Miscellaneous and other Function entries.
More about Functions
Depending on the Function you select, other
information may be requested in the Prompt/Input
section below. For example, if Enter Department is
selected, you will be prompted to enter a department
number.
Commonly used functions are listed in the table below.
Function
Description
Enter
Department
Enter Tips
Out For Lunch
In From Lunch
Out On Break
Transferring departments. See Adding
Transfers and/or Tips section.
Entering tips.
Punching OUT for lunch.
Punching IN from lunch.
Punching OUT for break.
In From Break
Clocked In
Punching IN from break.
Punching IN for the shift.
Clocked Out
Swipe and Go
Punching OUT for the shift.
Swipe and go transaction.
Miscellaneous
See the
section.
Miscellaneous
Information
5) You should now be back at the on-line time card screen. If
you have the “Auto processing” option checked, your
changes will be automatically calculated and displayed on
the timecard. If you do not have the “Auto processing”
option checked, click the Reprocess button to recalculate
the timecard utilizing the changes you just made.
6) Now, let‟s delete these test transactions. In the Online
Timecard, while highlighted on the punches, click the Delete
button.
108
Since you have both a start and stop transaction on that line,
the system is asking you which transaction you want to
delete. Click the “Start” button. You will return to the on-line
timecard screen.
You will notice that one of the times is missing and the
punch detail line now has an “M” on the left side indicating
that the punch detail line has a missing punch.
NOTE: If the employee punches were inputted using swipe-and-go, and you
delete a start punch, the stop punch will move to the start position.
Repeat step 6
109
Since there is only one punch, you are now asked to confirm
the deletion of the remaining punch. Click the “OK” button.
You will return to the on-line timecard screen.
You will notice that there is no start or stop times and, if the
employee was scheduled to work that day, the punch detail
line now has an “A” on the left side indicating that the
employee was absent.
If you want to delete the remnants of this record, go to the
“Employee Maintenance” section, select the employee, and
click the “Delete” key. This will allow you to start inputting
with a clean database.
110
Congratulations! You have now completed implementation of
a working system from hooking up the terminal to editing
punches. Print out the Technical Reference Manual included
on your installation disk. The Technical Reference manual
contains detailed descriptions of the procedures covered in
this guide along with complete instructions on how to run
Reports/Listings, Payroll procedures, and the system
Utilities.
The following section is a list of recommended follow on
procedures you should complete is order to fully implement
the system.
111
Chapter 5 – Follow On Procedures
Follow On Procedures
1) Train your supervisors on the overall operation of the
terminal. This training would include how to enter a punch at
the terminal and how to use the function keys.
2) Select a Group of employees as a test Group, set them up in
the software, distribute their badges, and have your
supervisors train them on how to record their punches at the
time clock. Remember to delete their test punches before
actual time punching begins.
Then have them start
punching at the time clock while continuing to track their time
on your current system.
3) Once your employees have begun recording punches, start
producing reports and experiment with the systems editing
capabilities.
The next section “Suggested Operation
Procedures” identifies the typical procedures and reports run
as management tools on a daily and period basis, for a
typical business. Run reports, such as Missing Punch and
Daily Hours. Distribute these reports to the supervisors for
approval of time and adding of missed punches.
4) After the editing is complete, run timecards for your test
employees and compare these timecards to your current
system. If the calculated totals are not the same you may
need to adjust your punch times or “Pay Rules” until the
desired totals are achieved.
5) Experiment with different reports. Once the test group‟s
totals match what you calculate them to be, repeat this
procedure for the rest of your employees.
112
Suggested Operation Procedures
The following is a list of suggested operating procedures. This
list has been comprised from average business requirements.
The final decision on how often and what to do will come from
your actual use of the system.
Daily
1) Poll your time clocks (check a timecard of an employee you
know has punched today, maybe your own).
2) Run the following “Daily Reports”:
Report
Who‟s In
Missing Punch
Daily Hours
Time-Frame
Current date and time
For current Pay-Period
For current Pay-Period
3) Distribute the Missing Punch and Daily Hours reports to the
supervisors.
4) Make any required edits.
113
Each Pay-Period
1) From the system main menu, click on the “Payroll” tile.
2) Click on “Fix Missing Punches and Absences”. Scroll
through each time card to make sure that there are no
Missing Punches and that each employee‟s hours are
correct.
3) Click on “Audit”. Click on the “Approved” button to indicate
that you have reviewed the timecards and the hours are
correct.
4) Click on “Export Payroll” and run the export for your chosen
payroll service.
5) Run the following “Period Reports” and file them for backup.
Report
Time Card
Hours
Department Summary
114
Time-Frame
For the Pay-Period you just
exported.
For the Pay-Period you just
exported.
For the Pay-Period you just
exported.
Appendix A – Setting
Communications on a
TA745/777/785 Time Clock
The TA15/745/777/785 Time Clock contains a built in configuration
program called Technician mode. Technician mode enables the setup of the following options:








Real Time Clock (RTC) Calibration
Baud Rate
Fingerprint unit Baud rate
Printer Baud rate
Station ID settings
Modem Rings
Network communication settings
User Field – A field in which the user can fill-in 4 digits that
will characterize that terminal.
RS232 Serial and RS485 LAN Communication
Configuration
A single Time Clock,, equipped with RS-232 communications, can be
connected directly to an asynchronous RS-232 port. If RS-232
communication is used, only one terminal may be connected to each
COM port and cabling distances should not exceed 50 meters
(160ft).
RS-485 communication enables you to connect up to 32 terminals to
a single COM port and/or to extend the cabling distance to up to
1,000 meters (3,280 feet) using 9600 baud via an RS-485 multi-drop
line. RS-485 communication uses two wires as opposed to RS-422
communication, which uses four wires.
NOTE: For this type of communication your Time Clock must contain the optional
Modem Communications board.
115
Network/Ethernet Communication Configuration
The terminal can be connected
communication networks:
to
one
of
the
following
Ethernet - For this type of communication, an IP address is defined
for every Time Clock, enabling communication with each terminal in
TCP/IP protocol.
Wi-Fi - For this type of communication an SSID is specified to
authorize the connection. The following is a Wi-Fi Technical
Specification Table:
Card access current
Module current
Idle power consumption
Working power consumption
Ripple on card
Ripple on module
Pressure on power source at complete
terminal capacity when using WI-FI/
internal magnetic reader/ external CCD
reader and FPU.
~5V
~3.3V
200mA
390~420mA
6m V P-P
5m V P-P
~7.04V
Complete power consumption at
complete terminal capacity when using
WI-FI/
internal
magnetic
reader/
external CCD reader and FPU.
~350mA
I(JP11)<1A(~250mA)
I(V1)<<1A(small)
I(BAT)~100mA
NOTE: For this type of communication your Time Clock must contain the optional
Ethernet Communications board.
Using Technical Mode to Set the Time Clocks
Communication Parameters
To enter technician mode:

116
If the Terminal screen is displaying “NO PROG”.
o Press the [0] key 6 times, then press [Enter].
Use the [ENTER] key to move from one screen to the next.
To return to the previous screen, use the [Back Space]
key.
If the Terminal screen is displaying the date and time.
o

TA745/785

Simultaneously press the
and
keys 6 times.
TA715/777
 Simultaneously press the <1> and <2> keys 6 times.

The terminal will display the firmware information, press
[ENTER].
Skip to the following section that matches the type on
communications you are using. Use the [ENTER] key to move
from one screen to the next. To return to the previous screen,
use the [Back Space] key.

Once in Technical Mode the following questions will be asked:

Adjust the RTC (N/Y):

Serial Port0 for host:
Display only just hit <ENTER> (Not seen on TA715)
o

N
Leave at default.
o
Serial baud rate:
19200
Press <ENTER> to leave at default.
o
If TA745 or TA785


Serial Port1 for fingerprint:

fingerprint unit baud rate:


Display only just hit <ENTER>

Serial Port 2 for serial printer:

printer baud rate:


Display only just hit <ENTER>
19200
Press <ENTER> to leave at default.
Station ID:
o
57600
Press <ENTER> to leave at default.
0
Press <ENTER> to leave at default.
117

Modem Rings:
o
N
If you are using Modem communications. Use the <Up
Arrow> or <Down Arrow> to scroll to the number of
modem rings the Time Clock will wait before it answers the
Phone Line, default should be 2. If you are not using
Modem leave this setting at N (No Modem). Press
<ENTER> to move to next display.
NOTE: Your terminal must contain the optional Modem
Card in order to utilize modem communications.
If TA715 with Optional Modem Card or No Card, you will now return to
the Idle Prompt (Configuration Completed)

Network card:
B
TA745/785
o
Use the <Up Arrow> or <Down Arrow> to scroll through
the type of communications network you are using:
TA715/777
o
Use the <1> or <2> keys to scroll through the type of
communications network you are using:
N for no connection (Serial/485/Modem), A (not used) B
(10/100Base) Ethernet, or E for using WI-FI. Press <ENTER>
to save your selection.
NOTE: Your terminal must contain the optional Ethernet Card in
order to select B or E.
If you had chosen B (Use Ethernet) on the previous questions the
following will be asked:
If TA715
o
Polling SEC:

o
Please Wait …
o
Press Enter Key:


00
Press <ENTER> to leave at default.
Displayed as Ethernet Card in initialized.
Ethernet card successfully initialized.
The time clock would have displayed an
error message if it could not initialize the
internal Ethernet card. Press <ENTER>
to move to next display.
If TA745/785
o
Exit (no Save):

o
Set Parameters:

118
E exit
Choose to move on and set network
card.
Press <up arrow> or <down
arrow> to move on
Press <ENTER> to leave at default.
S set
o
Polling (Y/N):

o
MAC Send (Y/N):

o
N
Press <ENTER> to leave at default.
My MAC Address

N
Press <ENTER> to leave at default.
############
Displays current mac address set in
terminal. Press <ENTER> to move to
next display.
All Ethernet Clocks

My IP Address:
##.###.###.###


Gateway Address:





3734
TCP/IP
enables
connecting
multiple
applications via the same address. The port
number selected here is the application
identification number used by the computer
when communicating with the terminal. TA
applications use the default port number
3734. However, you may change this
according to your specific needs. Press
<ENTER> to move to next display.
Host Port:

###.###.###.###
Use the numeric keys to enter your network
Subnet. Press <ENTER> to move to next
display.
My Port:

000.000.000.000
Option not used, always left at all zeros.
Press <ENTER> to move to next display.
Subnet Mask:

###.###.###.###
Use the numeric keys to enter the IP
Address. Press <ENTER> to move to
next display.
Remote Address:


Use the numeric keys to enter the IP
Address. Press <ENTER> to move to
next display.
3734
TA applications use the default port number
3734.
However, you may change this
according to your specific needs. Use the
numeric keys to change the port number.
Press <ENTER> to move to next display.
Disconct Sec:

30
Disconnect seconds defines the number of
waiting seconds before reverting to offline
mode. Press <ENTER> to move to next
display.
119
If TA745/785


DHCP (Y/N):

N
Leave at default. Press <ENTER> to move
to next display.
Save Param:

V
Leave at default. Press <ENTER> to move
to next display.
All Ethernet Clocks
 Please Wait:

V
Displayed as the clock sets you Ethernet
card with your settings.
 Press Enter Key

Press <ENTER> to move to next display.
If TA745/785

Network Init OK

Displayed in your Ethernet card was
configured correctly. Press <ENTER> to
move to next display.
End of Network Card Settings

User Field


To Display Status FPU

Leave at default. Press <ENTER> to move
to next display.
Your Time Clock should now be back at the idle prompt
120
0000
Leave at default. Press <ENTER> to move
to next display.
N
Appendix B – Enrolling a
fingerprint on a TA745/777/785
Time Clock
Proper Finger Placement
The basics for successful operation of the FPU are important.
System performance improves dramatically with consistent finger
placement. It is important to make sure that the position of the
finger allows the FPU to record the unique features of the print.
Follow the steps below for trouble-free fingerprint recognition.

With the fingertip raised, position the finger so that the
Ridge- Lock rests comfortably. Then, lower the finger onto
the sensor and apply moderate pressure. The figure at right
illustrates proper finger placement and the resulting image of
the scanned fingerprint.

Avoid using thumb and pinky fingers since they are typically
awkward to position consistently on the sensor.
Place the higher joint of your finger on the ridge lock and
lower your finger onto the sensor surface (make sure all
other fingers are held straight to avoid creating an angle
between the enrolled finger and the sensor surface incorrect positioning).
If your finger is extremely dry, touch your forehead or the
side of your nose before placing it on the sensor.
Do not use a wet/moist finger for scanning.



121
Adding a New Fingerprint
NOTE: The clock is programmed initially with a supervisor
badge of 11111 (5 digits). If you change the Badge length
under Company Setup you will need to key in 1s up to the
number of digits you set the badge length to. Furthermore, if
under security (see screen shot below) you changed your
supervisor badge number that will be the new supervisor
badge number you will need to key in order to get the terminal
into supervisor mode.
The first individual that should be enrolled into the clock is the
supervisor. After that, you may enroll employees as normal, or add
additional supervisors as needed.
Use the following steps to enroll users into the terminal:
Step 1.
Step 2.
Step 3.
Step 4.
Enter the supervisor badge number and press [ENTER].
From the menu that appears select <3> Finger Templates.
From the next menu select <1> Enroll.
Key in the Badge number for the employee. Any leading
zeros will be filled in for you. Press [ENTER] to accept your
entry.
Step 5. Place the index finger of the employee onto the reader.
Step 6. The Time Clock will display a quality score. Then you will be
taken back to the enter Badge number screen where you
can continue to enter badge numbers and enroll new
employees.
122
Step 7. Press [BACK SPACE], to get back to the previous menu.
Press the [IN] key to exit supervisor mode and return to the
idle prompt
NOTE: Do not use [CLEAR] to go back in the menus, or to exit
out of supervisor mode. This may clear out what changes or
additions you made in supervisor mode.
123
Appendix C – Wiring Diagrams
RS232 Serial Communications
RS-232 uses the DB9 Serial Adapter (Part: CBL-1195) and a serial
cable(Part: 620046).
Note: Supported distances for cabling is currently 50 feet.
124
RS485 LAN Communications
RS-485 uses the External converter and a standard 4 wire phone
style cable. Using this method, you can connect multiple clocks thru
a single serial connection on the Host PC.
T
125
Ethernet / Modem Communications
Modem uses a standard 4 wire RJ11 phone style cable with a JJ11
to RJ45 converter
Ethernet uses a Standard Ethernet cable
Pin Outs for RJ45 Connector (NET Port) on Time Clock:
Pin
1
2
Signal
Transmit data
Transmit data
Value
TX +
TX
3
Receive data
RX +
4
NC/Vin/Shield
OP
100Base-T/Modem
5
NC/Vin/Shield
OP+
Modem
6
Receive data
RX -
7/8
NC/GND/Shield
126
Remarks
10Base-T/Power over LAN/100Base-T
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