Acroprint TimeStation PC Network Quick Start

TimeStation PC Network
Quick Start
www.acroprint.com
Before you begin
You’ll need the following:
Time Station PC Network CD
Server PC
- IBM® PC compatible computer
- Intel® Pentium II 400 Mhz or higher
- 128 MB RAM
- 150 MB hard drive free space
- CD-ROM drive
- Microsoft® Windows NT 4.0 (SP4 or higher), 2000, or XP
- TCP/IP Networking
Client PC
- IBM
- Intel
- 64 MB RAM
- 30 MB hard drive free space
- Microsoft® Windows 95B, 98/98SE,
- TCP/IP Networking
Follow the setup instructions on this Quick Start Sheet.
Installation help and technical assistance is available online or at 1.800.334.7190. For updates to the Time Station PC Network documentation and additional product information, visit www.acroprint.com.
®
PC compatible computer
®
Pentium 233 Mhz or higher
NT 4.0 (SP4 or higher), 2000, or XP
Installation - Server
Close all open applications including any ANTIVIRUS software.
Insert the TimeStation PC Network CD into your computer’s CD-ROM.
The Install Shield
Taskbar, select Run, type D:\setup.exe (substitute the appropriate letter of your CD-ROM drive for D,) then click OK.
During the installation, the user must enter all
information including a valid product serial number, which may be found on the serial number label on the box.
Follow the instructions on the screen.
During the installation, you will be asked to select
a destination folder to store your client’s installation files. This includes both the Employee Client and the Administrator Client. You will need to be able to install your client software from this location later. Write down the location here: _____________________________________________
TIP: The Server component does not have to be installed on the server; it can be installed on a workstation that is connected to the server. However, the workstation must be operating for the
client to run.
®
Wizard appears. If the install menu does not appear, click Start on the
Initial Setup
The TimeStation PC needs information
about your company’s pay periods, overtime settings, and shifts to setup initial rules. The Setup Wizard asks for this information to determine how em­ployee hours worked are totaled. Follow the onscreen directions.
You may use the TimeStation PC Admin-
istrator to modify settings at any time after the TimeStation PC Setup Wizard has been completed.
Password
During the setup, you will be asked to set
a password for the default Administrator user (pcts). The password is case sensi­tive. You will need this password to be able to log into the Time Station PC Ad­ministrator.
You may change the password or set up
new users from the TimeStation PC Administrator later.
Continue following the directions listed
on screen. You will be asked to confirm your pay period settings. The TimeStation PC database will then be initialized.
Once your database is initialized, you
will not be able to go back and review your pay period settings using the TimeStation PC Setup Wizard. However, you may modify your settings at any point after the Setup Wizard is complete by using the TimeStation PC Administrator.
Add Employees
The next step is to set up your employees.
You may enter a list of your company’s employees at this point or choose to do it later using the TimeStation PC Administra­tor. Follow the onscreen directions.
You have now completed the TimeStation
PC Setup Wizard. Follow the directions on screen. When you click Finish, the TimeStation PC Server will start. Also, the TimeStation PC Administrator starts at this point to give you an opportunity to become familiar with the program.
Use pcts as your login and the password
that you set earlier to access the program.
Print the Rules Setup Report
Double-click on the Reports icon from
the main window of the TimeStation PC Administrator.
Select the Rules Setup Report.
Select Print Manager under Report
Output options.
Select Print to print the report.
Click Close to return to the main
TimeStation PC Administrator window.
We suggest you file a copy of your Rules
Setup Report for future reference.
Verify Setup Settings
Double-click on the Setup icon from
the main window of the TimeStation PC Administrator.
The following items were set using the
Setup Wizard:
Pay Period Length Next Pay Period Start Date Overtime Thresholds 7th Day Overtime Pay Interval Round Max Time on the Clock Day Change Offset
Verify that the settings for each are correct. TIP: Changing rules can affect
the previous pay period as well as the current pay period.
Set the remaining items on the screen
Time Totals Format Date Format Time of Day format Save User Preferences as Employee Defaults
Click OK to return to the main Time
Station PC Administrator window.
Verify Shifts
A shift is a set of rules covering company
policy for shift times and lunch. When you assign an employee to a shift, you are telling the clock which set of rules to apply to employee’s punches in order to derive the employee’s total time accumulations.
Employees must be assigned to a shift. If
an employee is assigned to a shift that is not enabled, then the employee’s total time is based on elapsed time between punches.
Shifts were initially setup using the Setup
Wizard. Both shift rules and lunch rules may be changed by double-clicking on the Shifts icon from the main TimeStation PC Administrator window.
Select one of the twelve shifts to edit.
Make sure Shift Rules Enabled is checked. Each shift can be assigned its own rules. For more information on using the Shift Rules, see the online Help.
Click OK to return to the main TimeStation
PC Administrator window.
Add Employees using the TimeStation PC Administrator
If you wish to add more employees,
double-click on the Employee Profiles icon from the main TimeStation PC Administrator window.
Click on Add. An Add Employee screen
appears.
Enter the employee’s name, badge
number, employee number, shift number, and export ID, if used. Each employee must be assigned a unique 4­digit badge number. QuickBooks, Peachtree, and other payroll exports may require the use of an Export ID.
Click OK to add the employee to the
system, or click Cancel to quit without adding the employee.
Click Close to return to the main
TimeStation PC Administrator window.
Installation - Client
You will not be able to install the Administra-
tor Client or the Employee Client directly from the CD-ROM.
The Employee Client allows the employee
to punch into the TimeStation PC by manu­ally adding a punch, submitting a timeslip, or clocking in and out automatically.
During the Server installation you selected a
Client Setup Path, where your setup files are located. If you want to install an Administra­tor Client on a workstation, you must install the Employee Client before installing the Administrator Client.
Navigate to where you installed the Client
setup files in step 1. You should have written this location down. The Employee Client is typically stored at c:\tsclient\Employee Setup\setup.exe. The default location for the Administrator Client is c:\tsclient\Admin Setup\setup.exe. Double-click on the setup icon to install.
The Client Administrator only needs to be installed on a workstation if the workstation is not the server and administrator features are needed on that workstation.
TimeStation PC Network
Quick Start
www.acroprint.com
How Employees Submit Time
Add Punch Submit an Employee TimeSlip
There are three different ways an
employee may punch into the TimeStation PC: add a punch, submit a timeslip, and auto clock IN/OUT.
Double-click on the Add Employee
Punches icon on the computer desktop. The Employee Transaction dialog screen appears.
The employee then enters his or her badge
number.
Click Punch.
The employee’s name, type of punch (IN/
OUT), and time of punch is displayed until the OK button is clicked to accept the punch.
Submitting a timeslip is the second way an
employee may punch. An employee may submit more than one punch at a time. Submitting a timeslip is especially useful for employees who want to submit vacation or holiday hours in advance or for employees who track their own hours and submit their timeslips at the end of each pay period.
Double-click on the Submit Employee
TimeSlip icon on the computer desktop.
The employee then enters his or her badge
number and selects TimeSlip. The Employee TimeSlip dialog screen appears.
Select the pay period to which punch
transactions will be added. While preparing your timeslip, you have the option of switching between three different pay periods: previous, current, and future.
TIP: Transactions may be added up to 60 days
in the future. Transactions added to a future pay period appear as part of the Future Transactions Report. The transactions cannot be edited until that pay period becomes current. Only Holiday, Vacation, Sick, and Other transactions can be submitted to future pay periods. Time punches can only be submitted to current or previous pay periods.
Click Insert to add a transaction to the
selected pay period. The Insert TimeSlip Transaction dialog box appears.
Select the date of the transaction.
Enter a time of day (for punches) or a total
time in Hours and minutes (for other transactions.)
Click Add to add the transaction to the
specified pay period. The transaction appears in the transaction list. Click on Done when finished adding transactions.
Click Submit to save the TimeSlip and
submit it to the TimeStation PC database.
Click Report to view your calculated Time
card for the selected pay period.
Click Cancel to discard your changes and
close the TimeSlip editor.
Click OK to exit.
Auto Clock IN/OUT
TimeStation PC can be set up so the employee
clocks in or out automatically each time Windows starts or shuts down. To setup Auto Transactions, right click on the TimeStation PC Employee Client tray icon and select
Configure Auto Clock IN/OUT. Make sure Enable Auto-Clock IN/OUT is checked.
If a valid employee badge is used for Auto
Clock IN/OUT, TimeStation PC automati­cally determines the current status of the employee and clocks the employee IN or OUT. A confirmation timeout value can be set for both IN and OUT transactions using the following choices:
Automatic: Automatically adds transaction
without waiting for confirmation
3, 5, or 10 Waits 3, 5, or 10 seconds for user seconds: to cancel before adding
transactions
Infinite: Waits for user to cancel or accept
transaction (no timeout)
Click OK to accept auto clock in/out settings.
Click Yes to confirm the auto clock in/out
settings.
TIP: You cannot set auto clock in on the server.
How Supervisors May Edit and Print Employee Time Cards
Viewing and Editing
Run Completed Hours
Print Time Cards
Summary Report
We suggest running an hours summary report after your
pay period has ended before printing your employee time cards. By doing this, you will be able to see which employee totals are marked as being incomplete and edit those employees before printing their time cards. If an employee has a missed punch, the Hours Summary Total will be noted with an *.
Open your TimeStation PC Administrator.
Double-click on the Reports icon from the main
TimeStation PC Administrator window.
Select Hours Summary under Reports.
Select the previous pay period. The pay period dates
displayed should match the pay period that was just completed.
Select All Employees to print total hours for all
employees. The Hours Summary Report may also be printed for individual employees or individual shifts.
Select the method by which you want your report sorted.
Select the Print Manager under Report Output if you
want to print a hard copy of the report.
Click Print to print the report.
Click Close to return to the main TimeStation PC
Administrator window.
Incomplete Time Cards using the Punch Editor
Punch editing allows administrators to
- review, delete, and insert employee punches
- adjust time totals
- view details how a punch total was calculated
- print an employee’s time card.
The Punch Editor screen may be accessed by double-
clicking on the Punch Editing icon from the main TimeStation PC Administrator window.
For instructions on how to perform each of the punch
editing functions, access the online help by clicking on Help.
An employee’s time totals are automatically updated
when transactions are added or deleted.
Employee time cards may be printed, given to an
employee to sign, and then filed. Or, if a hard copy is not required, employee time cards may be archived to disk for storage.
Double-click on the Reports icon from the main Time
Station PC Administrator window.
Select Time Cards under Reports.
Select either the current, previous, or one of the available
archived pay periods. Select previous to print time cards for the last complete pay period.
Select All Employees to print time cards for all
employees.
Select the method by which you want the time cards
sorted.
Select the output. If you want to print a hard copy of the
report, select the Print Manager under Report Output.
Click Print to print the report. If you chose to view the
time card on your PC screen, click View.
Click Close to return to the main TimeStation PC
Administrator window.
Click Close to return to the main TimeStation PC Admin-
istrator window.
Microsoft® Windows, Windows® 95, Windows®98, Windows® 2000, Windows® XP, and Windows® NT are registered trademarks of Microsoft Corp., QuickBooks is a registered trademark of Intuit Inc. Peachtree is a registered trademark of Peachtree® Software. Other brands or product names are trademarks or service marks of their respective owners, should be treated as such, and may be registered in various jurisdictions.
06-0279-001 Rev. B
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