Data Management 4.1 TimeClock Plus User's Guide

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TimeClock Plus v4.1 for Windows
Second Edition
Printed March 5, 2004, San Angelo, Texas
Copyright © 2004 Data Management, Inc.
All rights reserved.
Data Management, Incorporated
3322 West Loop 306
San Angelo, TX 76904
(325) 223-9500
[email protected]

TABLE OF CONTENTS
Welcome to TimeClock Plus ............................................................................................................... 1
Minimum Requirements................................................................................................................................................1
How this user manual is organized................................................................................................................................1
Included Applications....................................................................................................................................................1
Optional Accessories and Software...............................................................................................................................2
What’s New in Version 4.1................................................................................................................... 3
TimeClock Manager .....................................................................................................................................................3
Reports........................................................................................................................................................................3
TimeClock WinRemote.................................................................................................................................................4
AutoUpdate..................................................................................................................................................................4
On-Screen TimeClock ..................................................................................................................................................4
Getting Started with TimeClock Plus.................................................................................................. 5
Installing the Single User Version of TimeClock Plus 4.1................................................................................................5
Installing Multi-User Version of TimeClock Plus 4.1 .......................................................................................................6
Installing Optional Modules .........................................................................................................................................11
Setting up a Serial Remote Data Terminal...................................................................................................................12
Setting up an Ethernet Remote Data Terminal.............................................................................................................13
TimeClock Plus Concepts................................................................................................................. 15
TimeClock Manager........................................................................................................................... 17
1.0 File Menu ...............................................................................................................................................................17
1.1 Import Employee Information ................................................................................................................................17
1.2 Import Employee Job Information ..........................................................................................................................21
1.3 Import Employee Hours ........................................................................................................................................21
1.4 Login/Logout.........................................................................................................................................................21
1.5 Select Company ...................................................................................................................................................21
1.6 Quick Setup Wizard ..............................................................................................................................................24
1.7 Close Current Week..............................................................................................................................................25
1.8 Print Setup ...........................................................................................................................................................25
1.9 Exit.......................................................................................................................................................................25
2.0 Edit Menu...............................................................................................................................................................26
3.0 View Menu .............................................................................................................................................................26
4.0 Employee Menu.....................................................................................................................................................26
4.1 Add/Edit Option ....................................................................................................................................................26
4.2 Delete ..................................................................................................................................................................37
4.3 Move/Renumber ...................................................................................................................................................38
4.4 Template..............................................................................................................................................................38
4.5 Default Information ...............................................................................................................................................39
4.6 Print Information ...................................................................................................................................................39
4.7 Export Information ................................................................................................................................................40
4.8 Global Modification ...............................................................................................................................................41
4.9 Edit Hours ............................................................................................................................................................42
4.10 Quick Add Hours.................................................................................................................................................47
4.11 Global Record Addition .......................................................................................................................................47
4.12 Export Raw Hours...............................................................................................................................................48
4.13 Approval Manager ..............................................................................................................................................48
4.14 Messaging..........................................................................................................................................................49
5.0 Reports Menu ........................................................................................................................................................50
5.1 Pay Period............................................................................................................................................................50
5.2 Approaching Overtime ..........................................................................................................................................53
5.3 Employee Job Information.....................................................................................................................................54
6.0 Export Menu ..........................................................................................................................................................54
6.1 Pay Period............................................................................................................................................................54
6.2 Employee Job Information.....................................................................................................................................55
6.3 Job Codes............................................................................................................................................................55

6.4 Raw Hours ...........................................................................................................................................................56
7.0 Tools Menu............................................................................................................................................................56
7.1 Who’s Here ..........................................................................................................................................................56
7.2 Who’s Absent .......................................................................................................................................................57
7.3 Attendance Monitor...............................................................................................................................................57
7.4 Call List ................................................................................................................................................................58
7.5 Re-index Data Files ..............................................................................................................................................59
7.6 Optimize Data Files ..............................................................................................................................................60
7.7 Display Labor Cost ...............................................................................................................................................60
7.8 View Hour Edit Log...............................................................................................................................................62
7.9 View Override Log ................................................................................................................................................63
7.10 Reset Tracked Fields ..........................................................................................................................................64
7.11 Backup System Information.................................................................................................................................65
7.12 Restore System Information ................................................................................................................................65
7.13 Calculator...........................................................................................................................................................66
7.14 Calendar ............................................................................................................................................................66
8.0 Configuration Menu...............................................................................................................................................66
8.1 Master Job Code List ............................................................................................................................................66
8.2 Accrual Rules .......................................................................................................................................................71
8.3 Holiday Calendar ..................................................................................................................................................75
8.4 User List...............................................................................................................................................................76
8.5 Preferences..........................................................................................................................................................77
8.6 Minor Tracking......................................................................................................................................................83
8.7 Passwords............................................................................................................................................................84
8.8 Footers.................................................................................................................................................................85
9.0 Launch Menu.........................................................................................................................................................85
10.0 Reports Appendix................................................................................................................................................86
10.1 Payroll Reports...................................................................................................................................................86
10.2 Job Code Reports...............................................................................................................................................86
10.3 Period Reports....................................................................................................................................................87
10.4 Scheduler...........................................................................................................................................................87
10.5 Miscellaneous.....................................................................................................................................................87
10.6 Accruals .............................................................................................................................................................87
11.0 Criteria Appendix.................................................................................................................................................87
TimeClock Scheduler ........................................................................................................................ 89
1.0 File Menu ...............................................................................................................................................................89
1.1 Open Schedule.....................................................................................................................................................89
1.2 Import Schedule Data ...........................................................................................................................................90
1.3 Export Schedule Data...........................................................................................................................................90
1.4 Login/Logout.........................................................................................................................................................90
1.5 Preferences..........................................................................................................................................................90
1.6 Print Setup ...........................................................................................................................................................91
1.7 Exit.......................................................................................................................................................................91
2.0 View Menu .............................................................................................................................................................91
2.1 Employee Schedule..............................................................................................................................................91
2.2 Weekly Overall Schedule......................................................................................................................................94
2.3 Daily Overall Schedule..........................................................................................................................................95
2.4 Change Schedule Criteria .....................................................................................................................................97
2.5 Tool Bar ...............................................................................................................................................................97
3.0 Reports Menu ........................................................................................................................................................97
3.1 Period Reports .....................................................................................................................................................97
4.0 Tools Menu............................................................................................................................................................99
4.1 Edit Shift Pool.......................................................................................................................................................99
4.2 Edit Necessary Shifts............................................................................................................................................99
4.3 Build Necessary Shifts........................................................................................................................................ 100
4.4 Re-build Shift Assignments ................................................................................................................................. 101
4.5 Edit Employee Availability ................................................................................................................................... 101
4.6 Edit Employee Schedule Requests...................................................................................................................... 101