FingerTec DiGiTime User Manual

Software
USER GUIDE
COPYRIGHT NOTICE
All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system. Every precaution has been made to supply complete and accurate information. Informa­tion in this document is subject to change without prior notice.
DISCLAIMER
No person should rely on the contents of this publication with­out first obtaining advice from a qualified professional person. The company expressly disclaims all and any liability and responsibil­ity to any terminal or user of this book, in respect of anything, and of the consequences of anything, done by any such person in reli­ance, whether wholly or partially, upon the whole or any part of the contents of this book.
Chapter 1
INSTALLATION AND ACTIVATION
CONTENTS
INSTALLATION AND SET UP CONNECTING AND ACTIVATING TERMINALS IN SOFTWARE
INTERACTING WITH TERMINALS ASSIGNING TERMINALS INTO GROUPS
Chapter 2
BASIC OPERATIONS
DEPARTMENT DEFINITION SECTION DEFINITION REMARK DEFINITION USER MANAGEMENT
Downloading Users from Terminals Uploading Users to Terminals Deleting Users for Terminals Deleting Users from Computer
USER RECORDS SETTING TERMINAL DATE AND TIME DOWNLOADING DATA FROM TERMINALS
Manual Downloads Automatic Downloads
CLEARING DATA IN TERMINAL BACKUPING UP/RESTORING
Chapter 3
SETTING UP CLOCKING SCHEDULES AND GROUP DUTY ROSTER
SETTING UP OF CLOCKING SCHEDULES Clocking Page / Range Page / Settings Page
SETTINGS OF GROUP DUTY ROSTER SAMPLE OF CONFIGURATION
Normal Working Roster Flexi-working Roster Multi-shift Working Roster Rotational Working Roster Open Working Roster
ASSIGNING USERS INTO GROUP DUTY ROSTER
Chapter 4
ATTENDANCE SHEET
VIEWING DATA
By Date / User ID / By Tardiness By Schedule or Department
MANIPULATING ATTENDANCE SHEET
Editing the Attendance Data Applying Leave to Users
3-12
13-24
25-51
52-62
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Applying Remark to Users
GENERATING ATTENDANCE EXPORTING ATTENDANCE DATA
Exporting Details / Exporting Summary
HOUSEKEEPING
Chapter 5
ACCESS CONTROL SETTINGS
THE RELATIONS BETWEEN TIME ZONE, GROUP TIME ZONE AND ACCESS CODE
The Settings of Time Zone The Settings of Access Code and Group Time Zone Grouping Users into Access Code
DIFFERENT VERIFICATION METHODS
The Settings of Different Verification Method Group Users into Access Code with Different Verification Method
CONFIGURING ACCESS ZONE
Chapter 6
ONLINE DATA MONITORING
TERMINAL DATA AUDIT LIST
Start/ Stop Online Monitoring on Terminal Data Audit List Select Terminal for Monitoring the Terminal Data Audit List Export Raw Clocking Data Purge Clocking Data from Terminal Data Audit List
MONITORING TERMINAL ACTIVITY
Chapter 7
USB Pen Drive Management and Instant Messages Display (SMS)
USB PEN DRIVE MANAGEMENT
Download Users from USB Pen Drive Uploading Users through USB Pen Drive Downloading Clocking Data from USB Pen Drive
INSTANT MESSAGES DISPLAY
Writing Public Messages to the Terminal Deleting Public Messages from the Terminal Writing Personal Messages to the Terminal Deleting Personal Messages from the Terminal
63-76
77-82
83-89
Chapter 8 Appendix: SAMPLE REPORTS
TIME AND ATTENDANCE REPORTS
Attendance Sheet / E-time Card / On Leave Report / Daily Attendance Listing / Tardiness Report / OT Approval Worksheet / Attendance Summary / Gross Wages Report / Duty Calendar / Day By Day Analysis / Month By Month Analysis / Correction Report / Staff Movement Analysis / Terminal Activity Report / Terminal Transaction Listing
90-96
INSTALLATION AND ACTIVATION
C H A P T E R
Installation And Set Up
To install the software, you need to insert the software installation CD into a CD-ROM or a DVD-ROM.Browse the CD and run the installation file. If your computer has an AUTORUN feature, it will be initiated automatically.
Step 1: Double click the icon to initiate the installation process. For PC with
AUTORUN feature, the installation process will be initiated automatically.
Step 2: Click “Next” to proceed.
Step 3: Check “I accept the terms in the license agreement” after you have
read the license agreement. Click “Next” to proceed.
Step 4: Click “Next” to install the software to default installation folder at
C:\Program Files\Founder\DiGiTime. Click “Change” if you want to specify a
different location to install the software.
Step 5: Click “Install” to start the installation, which takes a few minutes and
varies with performance of computer.
Step 6: Click “Finish” after the installation is completed. A new icon is cre-
ated on the desktop. Click the icon as shown below to start the software.
1
Step 7: Choose a language and click “Select” for your the preferred lan-
guage.
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3
Certificate of Authenticity
2008-2009 HRM System All right reserved.
c
Product Key:
YTR1-4AWE-9899
S/N: 8203602 Activation Key: K2EWF5SZ
001010
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Note: The product key and the software activation key can be found on the sticker.
B4NZ-AE9Y-JW6A
Step 8: You can find the
product key, activation key and serial number of the terminal printed on a genu­ine sticker.
Step 9: Select the date
display format to be used in the software and reports.
Click “Next” to proceed.
Step 10: By default, the
software displays the name of working and non-work­ing day and they can be changed according to your preference. All these infor­mation will be displayed in the software and reports. By default, the first day of a week is Sunday, and it can be changed accordingly.
However, the software always defines the first day of the week when you choose the display lan­guage for the software. For example, the first day of a week is defined as Friday if you choose Arabic or Farsi as display language. Click
“Next” to proceed.
Step 11: In “Password”
column, insert the ad-
ministrator’s password
to protect access to the software.
In “Retype” column, type
again the same password to reconfirm.
Password is an optional field. You can ignore it if you have any other facili­ties to guard your compu­ter.
In the “Company” column, insert the company name, which will be published in all reports. You
may fill in the name of the administrator and his email address.
Please select the country where your company is located. Click “Next” to proceed. This is an optional page and you can ignore all information by clicking “Next”.
Step 12: Click “Finish” to end the software setup. A welcome message will prompt to inform
you that the setup is completed. Click “OK” to accept.
Step 13: Software will start
automatically. Insert the ad-
ministrator’s password to
login into the software.
Note: The password box will not pop up if you did not insert any password during the setup process.
Connecting and Activating Terminals in Software
USING TCP/IP, RS232 OR RS485 CONNECTION
The connection between the software and terminals is crucial to make the software works. If the connection failed, the software cannot be initiated. You must have software product key, soft­ware activation key and serial number of the terminal to connect the software to the terminals. Information is printed on the genuine sticker.
Step 1: When the software is initiated for the first time, a page will pop up.
Follow the steps below:
[1] Insert the ID
• Each terminal ID must be unique for the software to accept new terminal.
• The numbers must be between 1-999 and it must match the number in the Communica
tion Option in the terminal.
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5
[2] Select the model of the terminal.
[3] Select Type of Connection
• TCP/IP if using LAN connection.
• COM1~6 if using RS232 or RS485 connection.
• USB if using USB flash disk to transfer data
[4] Select the baud rate if COM1~6 is selected as Types of Connection. Ignore if TCP/IP or USB
is selected as Types of Connection.
[5] Insert the IP address of the terminals. Ignore if COM1~6 or USB is selected as Types of
Connection (same settings in Communication Option in the terminals).
[6] Uncheck the Disable column to connect the software to the terminals.
.
Step 2: A message will pop up and request you to confirm that the terminal has been con-
nected properly. Click “Okay” after you have checked the connection.
Step 3: A new window will pop up to
indicate that connection is established. The software will connect to the termi­nal to read the serial number. Insert the Activation Key into the column. Click
“Apply” to save settings.
The software has been activated and it is ready to run. Click “OK” to accept the message.
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CONTENTS
If “Apply” button is deactivated after
you inserted Activation Key, please check the genuine sticker. Make sure that the key numbers shown on the screen are the same as the ones printed on the sticker.
USING USB FLASH DISK
Step 1: Uncheck the Disable column to activate the terminal. Step 2: Insert the Serial number of the terminal into the column.Click “Apply” to proceed.
Step 3: Insert Activation Key into
the column. Click “Apply” to pro­ceed.
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Step 4: Software will be acti-
vated. Click “OK” to accept the message. If “Apply” button is
deactivated after insertion of Ac­tivation Key. Make sure the key numbers shown on the screen are the same as the ones printed on the sticker.
Adding or Deleting Terminals
ADDING NEW TERMINALS INTO THE SOFTWARE
Step 1: Click “Add” to add a new terminal into the software. Step 2: Insert the Software Product Key. Click the “key” icon to confirm.
Step 3: Repeat steps as mentioned in page 16.
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DELETING TERMINALS FROM THE SOFTWARE
Check the box to select terminal you want to delete and click “Delete” to proceed.
Interacting With Terminals
Information from connected terminals can be retrieved to check on settings and contents. The settings can be changed and uploaded to the terminals as and when required.
Step 1: Check the terminal ID to connect to the terminal and to retrieve settings. Click “Ad-
vance Settings” to proceed.
Step 2: Click “Get Settings” and the software will retrieve information from the selected termi-
nal. Once information is retrieved, click “OK” to save the settings.
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Step 3: Descriptions of Terminal Advanced Settings are explained below:
• TerminalID: Specify the terminal identification number.
• Model: Choose from a list of the terminal models.
• Description: Describe the terminal’s details for example terminal 1 location is at the front
entrance.
• PollingHostIP: Retrieve and display the host IP. (Only a computer with this IP address can
download the data from the terminal.)
• NoAttendanceRecords: A check on this box will provide no attendance records at all. This
function is suitable for terminal for door access only.
• Language:Choose the language for the terminal.
• Dateformat:Choose the date format from the list for on the terminal.
• Voice; Enable or disable voice emission in the terminal.
• 1:NThreshold: Specify the value for 1:N matching threshold in the terminal, which means the
amount of total minutiae points that will be read by the scanner during verification. The valid range of the threshold should be between 0-50; recommended range is 45-50.
• 1:1Threshold: specify the value for 1:1 matching threshold in the terminal. The valid range
should be between 0-50. Recommended range is 35-50.
• Only1:1: to specify the verification method for the terminal. If “No” is chosen, the terminal
will work on 1:N as well as 1:1 methods. If “Yes” is chosen, the scanner will not respond to a
fingerprint input unless the user inputs his/her ID.
• IdleMinute: Specify the number of minutes to trigger the idle action with either power off or
sleep mode. Choose value “0” to disable this function.
• IdleAction: Specify the idle action with either power off or sleep mode.
• Lockdelay: Specify the timer of the door after verification is done and before the door is shut
again. This function is for door access only.
• Wiegandformat: Specify the Wiegand format used. This is only used when you are using a
WG model. Wiegand format is another communication interface besides ethernet, RS232
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or RS485. Wiegand format normally is integrated with a third party software or a controller.
• Baudrate: Specify the Baudrate of the terminal, which is the data transmission speed for
device to computer. This is only effective when the RS232/RS485 communication methods are bering used, ignore this if using TCP/IP. Leave the value as 115200 as default.
• IPAddress:Specify the IP Address of the terminal. This is only effective when the TCP/IP
communication method is bering used.
• Connection: Choose from the list of connection types available. Ethernet, RS232 or RS485.
Choose only one method.
• CommunicationKey: Specify the communication key, which is a password for software to
communicate with device; the default value is 0.
• SleepTime: Specify the time for the terminal to rest.
• PowerOffTime: Specify the time to turn off the terminal automatically.
• PowerOnTime: Specify the time to power on the terminal automatically.
• SDKVersion: Displaying the SDK version of the terminal.
• Firmwareversion: Displaying the Firmware version of the terminal.
• Administrator: Displaying the number of administrators available in the terminal.
• User: Displaying the total number of users available in the terminal.
• Fingerprint:Displaying the total number of fingerprint templates available in the terminal.
• Password:Displaying the total number of password users available in the terminal.
• UserLog:Displaying the number of transactions being done in the terminal.
• GetSettings: Click to get the current settings of the terminal.
• DefaultSettings: Click to get the default settings of the terminal.
• SetSettings:After changes have been made, a click on this button will update settings to the
terminal.
• UpdateFirmware: Update to the latest terminal firmware.
You may obtain this firmware update file from resellers.
Note: Firmware file is always in .cfg formats.
• Close: Close the terminal Advanced Settings window.
Assigning Terminals Into Groups
When multiple terminals are installed within an environment, we recommend you to assign the terminals into groups to ease data downloading/uploading tasks. For example, you can assign all terminals installed at ground floor into a group labeled Ground Floor, and those on 1st floor labeled as 1st Floor. During data downloading/uploading, you choose terminals by choosing group(s). This is an option to facilitate the software operation in an environment with multiple terminals. Please follow the steps below:
Step 1: Click “Terminal Group” to define group name.
Step 2: Insert number to represent Group ID into Group column.
Insert group name into Description column. Click “Close”
to save settings.
Caution: A check on Dis­able will stop the software from connecting to the terminals in the group.
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Step 3: Assign terminals into the corresponding group. Click “Apply” to save settings.
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BASIC OPERATIONS
This software is designed for time attendance and door access control function. This chapter covers basic operations and its communication with the terminals.
C H A P T E R
Department Denition
2
DEPARTMENT
You can create departments and assign users into any of the department. You can filter data viewing or reports by department. Ignore this step if the Company does not have department categorization.
• To add a new department, insert the name of the department.
Press
• To delete a department, select a department and press DEL on keyboard.
PASSWORD
You can assign department password to each department’s manager. With the password,
department manager can login into the software to view and print reports for users assigned under his department only. Ignore this step if department manager(s) were not granted any rights to access the software.
To add new department password, insert password next to the department. Press to insert the next department password. To delete a department password, select a department pass­word and press DEL on keyboard.
to insert the next department.
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Section Denition
Section can be either above or under a particular department. For example, if a section is defined by
using categories such as “Local” or “Overseas”, it means that Local
or Overseas can be placed higher than a Department, thus contain the departments mentioned in the Department Definition.
Ignore this step if the Company does not require any section.
• To add a new Section, insert the
name of the section into the col­umn. Press to insert the next section.
• To delete, select a Section and
press DEL on keyboard.
Click “Close” to save changes.
Remark Denition
Remark is a tag to explain user’s
clocking activities. It is in combi­nation with the work codes used by a terminal. A user can insert a predefined work code during his fingerprint verification at the ter­minal. The inserted code is meant to identify activities, for example
code “20” represents “Emergency Leave”, code “10” represents “Meeting Supplier” and etc. The
clocking time will come with work code explanation in the software, published in Attendance Sheet, Terminal Data Audit List and Mon­itor Terminal Activity.
Ignore this step if the Company does not require work codes or reasons for clocking data.
00 Check In 01 Check Out 04 OT In 05 OT Out
Check In Check Out ESC
OT in
OK OT Out
If you are not using work code at the terminal, you can check the clocking data. By default, these are the basic codes of all terminals.
User can press the keypad buttons to define their clocking status during veri fication.
These codes are downloaded into the software without affecting time attend­ance calculation. They are useful only when you export clocking data to any 3rd party software.
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User Management
Click to go to User Management.
Click “User management” to open the page and you
will see the following window.
User Fingerprint Management is a page to interact with all connected terminals in handling transfers of users. The details of each column are explained below.
UserID: The number to identify every user enrolled in a terminal, maximum ID is 9 digits. Name: The full name of every users for example Tony Michael. Department: The department that the user belongs to. Fingerprint: Total fingerprint templates user enrolled in the terminal UserName: The display name on the terminal during verification, maximum is 8 characters.
For example Tony.
Privilege: The system offers 4 levels of authority to the terminal. • User – Normal user who is
not given any permission to access any settings of a terminal. • Enroller – A person who is given permission to only enroll new users into a terminal. • Admin – A person who is allowed to access all settings of a terminal except Advance Settings. • Supervisor – A person who has the highest
authority to access all settings in a terminal.
Password: The password enrolled at the terminal. Current password can be edited or it can be
replaced with a totally new password. A user can also add a password to the User ID to enhance security. However, any changes made must be uploaded to select terminal(s) before it could take effect. Ignore this step if a user is not using any password.
CardID: The Card ID enrolled at the terminal. Current card can be edited or it can be replaced
with a totally new card. A user can also add a card to the User ID to enhance security. However, any changes made must be uploaded to select terminals before it could take effect. Ignore this step if a user is not using any card.
Disabled: This function is to disallow certain users from getting verification at certain
terminal(s).
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DOWNLOADING USERS FROM TERMINALS
After users are enrolled at a terminal, the data must be downloaded into the software before using any other features in the software.
[1] Click “Download User”.
[2] In “Download Users from Terminal” window, select the terminal’s ID number from the drop
down menu. As soon as the selection is made, the software will connect to the terminal and all available users ID will be displayed onscreen.
[3] Click “All” to select all users to download or you can choose to download a particular user
by clicking his user ID.
[4] In “Selected Data” section, please select all (Fingerprint, Card ID, User Name + Privilege +
Password) to download.
[5] Click “Apply” to start downloading.
Users will be downloaded into the software and basic information such as Name, Department, and User Name can be inputted into the table.
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UPLOADING USERS TO TERMINALS
All users stored in the software can be uploaded to other terminals without re-enrollment. You can upload any changes of the users to the terminals too.
On User Fingerprint Management page, follow the steps below to upload users into terminal.
[1] Click “Upload User”.
[2] In the “Upload Users to Terminal” win
dow, select terminal ID.
[3] Click “All” to select all users in the ter
minal for upload or you can choose to upload a particular user by clicking his user ID.
[4] In “Selected Data” section, please
select all (Fingerprint, Card ID, User Name + Privilege + Password) to up­load.
[5] Click “Apply” to upload.
You can upload users to multiple terminals without repeating the above steps. Follow the steps below to upload users to multiple terminals.
[1] Click “Upload User”.
[2] In the “Upload Users to Terminal” win
dow, ignore the ID column.
[3] Click “All” to select all users to upload
or you can choose to upload a particu­lar user by clicking his user ID.
[4] In “Selected Data”, please select all
(Fingerprint, Card ID, User Name + Privilege + Password) to upload.
[5] Click “Select Terminal ID”.
[6] A new window with all terminal IDs will
be displayed. Uncheck irrelevant ter­minals.
[7] Click “OK” to proceed.
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[8] If you want to sort the terminal by group, select Group by the Terminal Group column.
[9] Select the Group and Click “OK” to proceed.
DELETING USERS FROM TERMINAL
In some circumstances, the Company needs to delete some users from the terminal(s) for examples if a staff resigned or he is blocked from using a certain terminal, please follow the steps below.
[1] Click “Delete User (Terminal)”.
[2] In the “Delete Users from Terminal”
window, click “All” to select all users
or you can select particular users to delete from terminal.
[3] In “Selected Data”, please select all
(Fingerprint, Card ID, User Name + Privilege + Password) to delete.
[4] Click “Apply” to proceed.
Deletion of the same user from mul­tiple terminals can be done without repeating the above steps. Follow the steps in the next page to delete users from multiple terminals.
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[1] Click “Delete User (Terminal)”.
[2] In the “Delete Users from Terminal”
window, ignore the column ID of termi­nal.
[3] Click “All” to select all users to upload
or you can choose to upload particular users by clicking their user ID.
[4] In “Selected Data”, please select all
(Fingerprint, Card ID, User Name + Privilege + Password) to upload.
[5] Click “Select Terminal ID”.
[6] A new window with all terminal IDs will
be displayed. Uncheck irrelevant ter­minal ID.
[7] Click “OK” to proceed.
[8] If you want to sort the terminal by
group, select Group by the Terminal Group column.
[9] Select the Group and Click “OK” to
proceed.
DELETING USERS FROM COMPUTER
Once user information is deleted from a terminal, the particular user will not be allowed access anymore. However, his information is still available in the software. To remove a user from the software, please follow the steps below.
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[1] Click “Delete User (PC)”.
[2] Click “All” to select all users to delete
from the software or you can choose to delete particular user by clicking his/ her user IDs.
[3] In “Selected Data”, please select all
(Fingerprint, Card ID, User Name + Privilege + Password) to delete.
[4] Click “Apply” to upload.
The user information will be cleared and highlighted in grey. However, his User ID, name and department will still be in the software. It is recommended that the Company keeps the information for future reference.
If the Company wants to delete the user from the software, please follow the steps below.
[1] Click
to open User Record page.
[2] Double click the “Dustbin” icon.
[3] Select the User ID to delete.
[4] Click “Delete” to proceed.
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User Records
User details and photo can be inserted in User Records. Ignore this step if the Company does not want to insert details or photo of users.
[1] Click
[2] Select the user ID and insert information into the corresponding field.
[3] Click the “Click for photo” column to find photo of the user.
[4] Repeat the same steps for other users.
[5] Click “Apply” to save settings.
In case you wish to change the User ID to another new User ID, follow the steps below.
to open User Records.
[1] Click
[2] Click “Change ID”.
[3] Select the user ID that you want to change. [4] Insert the new user ID. [5] Click Apply to save settings.
to open User Records.
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Setting Terminal Date and Time
When you run the software for the first time, synchronization of date and time of terminals with the computer is crucial.
[1] Click
“Set terminal date and time”.
[2] The date and time of the
terminals must always be the same as the
computer’s.
[3] Click “Apply” to synchro
nize with the terminal.
If you noticed that the date and time of any terminals are not the same as the time in the computer which collects all the data, please follow the steps above to synchronize.
Ignore this step if the date and time of terminals are in sync with the date and time of the computer.
and select
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Downloading Data from Terminals
Users verify their fingerprints, passwords or cards at a terminal to report attendance or gain ac­cess. The date and time of verification is captured as clocking data and saved into local memo­ry of terminals. To enable viewing of these clocking data, the data needs to be downloaded into the software to generate attendance data, in-out records and reports. It can be done manually or automatically. Failure to download data from terminals to computer, no records could be viewed in the software.
MANUAL DOWNLOADS
[1] Click and select
“Download data from terminals”
[2] Click “Apply” to start
downloading process.
[3] If you are connecting
to multiple terminals, a new window will pop up after you clicked Apply.
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[4] Uncheck irrelevant termi-
nal IDs.
[5] Click “OK” to proceed.
Note: Please do not quit the software, or disconnet terminal from the soft­ware during the downloading process. Interruptions will cause the incomplete download process and data loss.
Data in the terminal will be cleared after downloading process is complete. The process is auto­matic to avoid data loss and overflowing of data.
AUTOMATIC DOWNLOADS
[1] Click and select “Set Automatic Download interval”
[2] The automatic download
interval can be predefined
by: Seconds Minutes (Download process
will only start when it is ap-
proaching the pre-defined
clocking time. In case of
10 minutes, if the pre-de-
fined IN time is 9:00am,
download process will start
10 minutes before 9:00am
which is at 8:50am and 10
minutes after 9:00am which
is at 9:10am. This is differ-
ent with normal minute in-
terval.) Specific timer
[3] Click “Apply” to save settings.
You can select to use all 3 types of download intervals at the same time. All 3 download intervals will not interrupt each other during download process.
Clearing Data in Terminal
If you want to use the terminals for access control only without checking any access details of users, choose to clear logs from the terminal. You do not need to download logs into the soft­ware, instead delete logs directly from the terminal. However, it is important to take note that the deleted transaction logs cannot be retrieved by all means.
Ignore this step if the Company wants clocking data of all users of the terminals.
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[1] Click and select
“Clear all data in termi­nal”.
[2] Please remember the
random number given in the box.
[3] Click at the random
number column and the number will disappear.
[4] You need to insert the
same number into the column again.
[5] Click “Yes” to proceed.
Backing Up/Restoring
It is advisable to backup your database periodically. You can clear the transaction logs of the software after you have done the backup process. This operation can reduce the burden of database and to maintain the efficient processing time of the software. Restoration of the old database is possible for future reference.
[1] Click
[2] To backup database, se
lect “Backup Database”
and select a location to save the database .ZIP file.
[3] To restore database, se
lect “Restore Database”
and locate the database .ZIP file to restore.
[4] If you want the software
to backup database daily at a fixed time, insert the time into the column.
[5] Click “Apply” to save
settings.
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to select “Backup/Restore database files”.
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SETTING UP CLOCKING SCHEDULES
AND GROUP DUTY ROSTER
Ignore this chapter if the Company does not use this software for time attendance.
Clocking schedules and group duty roster are important configurations to calculate attendance of users correctly. Every setting in the clocking schedules and in the group duty roster will affect the outcome of time attendance and its corresponding reports.
Once the configurations are done, users do not need to define their clocking status (check-in, check-out, lunch etc) at terminals. When they verify at the terminals and their clocking captured, the software will check all the downloaded clocking data from the terminals and justify it against the predefined schedules and group duty rosters.
C H A P T E R
Setting Up Clocking Schedules
Different clocking schedules can be created to support users with different working times or working rules. The software provides a maximum of 1,000 clocking schedules for definition and 3 types of clocking schedules to configure.
a. Weekly schedules are working schedules that apply for one week. Most of the general work
ing schedules are based on weekdays and weekends.
b. Daily schedules are working schedules that apply for a day. This is an application for multi
ple shifts, overnight shifts, open shifts, rotational shifts etc.
c. Flexi schedules are weekly working schedules without considering any late in, early out or
OT. Mostly apply to flexi-working hours.
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[1] Click
Schedule: Schedule is identified by code ranging from 0 to 999. Description: Description of the schedule. WorkSchedule:3 types of the work schedules (Weekly / Daily / Flexi)
and select “Clocking Schedule”.
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[2] To edit a schedule, click “Edit” to
start.
[3] To delete a schedule, select the
schedule code and Click “Delete Schedule”.
[4] To add a new schedule, click “Add
Schedule”.
[5] Select a schedule code and name
the schedule.
[6] Define the “Work Schedule”. Click “Okay” and start to configure settings.
CLOCKING PAGE
If you select
“Weekly” schedule
type, the clocking schedule as below will be displayed.
If you select “Daily”
schedule type, the clocking schedule as below will be displayed.
If you select “Flexi”
schedule type, the clocking schedule as below will be displayed.
26
CONTENTS
In “Clocking” tab, do the followings.
[1] Definethe“DayType”(OnlyapplicabletoWeeklyandFlexiSchedules)
• Normal working day for the schedule is identified as “Workday”.
• Off day for the schedule is identified as “Restday”.
[2] Definetimeintothecorrespondingtimeslots.Theymustbedefinedinpairsasbelow.(Onlyapplica-
bletoWeeklyandDailySchedules)
• In-Out refers to time when work starts and ends. The time that falls in between is the total
working time. Any working time that exceeds the Out time is treated as OT time. In-Out pair is a compulsory pair.
• Break-Resume refers to the time that a break starts such as lunch, tea, dinner etc, and the
time that a break ends. The time falls in between is called break time. It is optional to deduct break time from the total working time. The Break-Resume Column is not compulsory, as this is an optional pair.
• OT-Done refers to the time that an OT starts and the time it finishes. The time that falls in
between are considered as OT time. It is not recommended to use the pair if overtime is optional during the scheduled time period.
[3] “Do youwant touseOT/Done asscheduled workinstead ofovertime” (Onlyapplicable onWeekly
andDailySchedules)
• Enable it only if users are having 2 breaks during one working day, for example: In - Lunch
Break – Resume - Tea Break – Resume - Done. Working time is calculated based on In time
and Done time. Any time over Done time is treated as OT. Time falls between 2 breaks are optional to be deducted from the total working hours.
• Disable it if you are not using the above function.
[4] “Pleasespecifythetimeintervalifyouwanttohaveratedifferentiateforovertime”.(Onlyapplicable
onWeeklyandDailySchedules)
• Only insert the time interval if your company applies a different OT rate for overtime. For
example: Normal OT rate is from 6pm to 8pm, and a different OT rate is for OT time from 8pm to 12am. Please insert 20:00 to 00:00.
• Ignore it if your company does not apply different OT rates to different working time.
[5] “Ifthisisarotationalshift,specifythequantityminutesbeforeshiftstarts.”(OnlyapplicableonDaily
Schedules)
• The number in the column refers to the delay time in minutes before a shift rotates. This
enables users to have enough time to clock in or clock out without causing huge traffic flow at the terminal.
• Only insert the number for a rotational working roster or to open working roster.
[6] “Pleasespecifythemaximumnumberofin-outclockingforthisflexihoursschedule.”(Onlyapplica-
bleonFlexiSchedules)
• By default, flexi schedule always display 3 pairs clocking (6 time slots, In – Break – Resume
– Out – OT – Done).
• If 2 pairs clocking, the software will display In – Break –Resume – Out (4 time slots).
• If 1 pair clocking, the software will display only In–Out (2 time slots).
[7] “A subsequent clocking is considered if it’s the same working day if it is before mid-night within”
(Only applicable on Flexi Schedules)
By default, all clocking within the same day is cut-off at midnight (12:00am) to be considered as the same workday clocking. If the Company wants to extend the cut-off pass midnight, the new cut-off time needs to be specified, for example: 03:00am.
[8] “Doublepunchforconsecutiveclockinginaclockingslotifitiswithinminutesof”(Onlyapplicableon
FlexiSchedules)
All clocking within this predefine time interval will be considered for one time slot
only, for example if IN time is 9:00am and the time interval is 15 min, any clocking by the same person within that 15 min will be considered as IN time, taking the first time he clocks in.
CONTENTS
27
RANGE PAGE
Click “Range” tab to
determine the presen­tation of clocking data into corresponding time slots. Range only applies to Weekly and Daily schedules.
Do this, if you select
“Weekly” schedule:
Do this, if you select “Daily” schedule”.
[1] You may specify a maximum time that a particular clocking falls in the time slot.
For example, to allocate all clocking time before 12:00pm into IN column, any clocking time after 12:00pm into the Break column, you need to insert 12:00 into the IN column in the clocking schedules.
You also can choose to ignore the above and let the software decides on the alloca­tion of time slots for you. By default, the software will refer to the mean time between 2 time slots to allocate the clocking data. For example, if the IN time is 9am and Break time is 12:00pm, the Mean time is at 10:00am.
Any clocking time before 10:00am is allocated automatically into the IN column, after 10:00am is allocated into the Break column. The same concept applies to all the other 5 columns.
It is recommended to let the software justifies the allocation of time slots.
[2] Replace with latest clocking
You can configure the clocking schedule to update clocking data for every time slot. The clocking data in time slots is always replaced with the latest clocking time after download
process. However, it is recommended to apply “replace with latest clocking” to the Out and Done columns only. The software will always check the latest “Out” time of the users and
will publish them in Attendance Sheet.
28
CONTENTS
SETTINGS PAGE
Click “Settings” tab
to define the clock­ing rules for clocking schedules. If you se-
lect “Weekly” or “Daily”
schedule:
• At the “Settings” tab specify the necessary settings applicable for attendance calculation.
• This allows you to specify the time policy to calculate late in, early out, overtime & working
hour.
Allowagraceperiodinminutesforlate-in=15 This means LATE IN will only be calculated if you come to work after 9:15am, assuming that
your IN time is 9:00am.
Allowagraceperiodinminutesforearly-out=15
This means EARLY OUT will only be calculated if you go home before 4:45pm assuming
that your OUT time is 5:00am.
Minimumminutesmustworkedtoqualifyforovertime=60 This means if an employee overtime work is 45 minutes, she/he will not be entitled for over-
time claim. He/she only can claim for the overtime if his/her overtime work is more or equal to 1 hour.
Maximumnoofhoursallowedtoclaimforovertime=24 By default, this will be set as 24. This means that the maximum number of hours an am-
ployee is eligible to claim for OT hours in a day is 24 hour. You will need to leave the space blank if the users are not entitled to any OT claimed. You will not see any OT time displayed in Attendance Sheet or reports.
Workhoursiseitherround-uporround-down(-ve)inminutesof=15 All minutes will be rounded up as below:
1 - 15 minutes = 15 16 - 30 minutes = 30 31 - 45 minutes = 45 46 - 59 minutes = 1 hour
Overtimehoursiseitherround-uporround-down(-ve)inminutesof=-15 All minutes will be rounded down as below: 1 - 15 minutes = 0 16 - 30 minutes = 15 31 - 45 minutes = 30 46 - 59 minutes = 45
Lunch/Dinnertimedurationforflexi-lunch/flexi-dinnerrangeinminutes
• Specify duration of lunch if flexi-hour is implemented.
• Specify duration of dinner if “OT/Done schedule work instead of overtime” is implemented.
CONTENTS
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