FingerTec TCMS V2 User Manual

ABRIDGED

(For Flexi Schedule Users)

User Guide

A Central Solution for

Time Attendance and Access Control

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, without written permission from FingerTec Worldwide Sdn Bhd. Every precaution has been made to supply complete and accurate information. Information in this document is subject to change without prior notice.

FINGERTEC WORLDWIDE SDN BHD

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.

Table of Contents

1 DVD INSTALLATION 6 2 BASIC SETUP 7

3 TERMINAL ACTIVATION FOR THE FIRST TIME 8

3.1 Terminal Activation Via USB Or USB/Client 9

3.2 Terminal Activation Via TCP/IP 10

3.2.1 Configuring your IP address

3.3 Terminal Activation Via Com Port For Serial Connection 11

RS485 Or RS232

4 ENROLL/ADD OR DOWNLOAD/TRANSFER EMPLOYEE 13

4.1 Enroll/Add New Employee 13

4.2 Download/Transfer Employees 14

5 CONFIGURE CLOCKING SCHEDULE 15

5.1 Clocking 16

5.1.1 Total days

5.1.2 Day Type

5.1.3 Rounding each clocking slot

5.1.4 Rounding for first-in and last-out for job costing only

5.2 General 18

5.2.1 Clocking pair

5.2.2 Employee define In/Out records

5.2.3 Job costing

5.2.4 Maximum work hours to be considered as same work day

5.2.5 Separation hours

5.2.6 Last log out time to be considered as same work day

5.2.7 Double punch

5.3 Rounding 21

5.3.1 Rounding total work time and overtime

5.3.2 Rounding time range

5.4 Break 22

5.4.1 Ignore Break time

5.4.2 Lunch time duration for flexi-lunch range in minutes

5.4.3 Dinner time duration for flexi-dinner range in minutes

5.4.4 Do you want to apply Auto Add Break Rule when you include lunch/dinner break?

5.4.5 Is the break paid?

5.4.6 Deduct whole break after time in minutes

5.4.7 Do you want to include lunch/dinner time into overtime hour?

5.4.8 Auto deduct for break time (in no. of hours)

5.4.9 Deduct no. of hours for break time from overtime hour… if overtime exceeds

5.4.10 Deduct no. of hours for break time from flexi work hour… if daily total of work exceeds

5.4.11 Do you want the automatic deduction to apply on total hours exceeds per day?

5.4.12 Auto add time (in hour format)… if flexi-work surpassed

5.4.13 Do you want the automatic addition to apply on total hours exceeds per day?

5.5 Overtime 25

5.5.1 Claim overtime

5.5.2 Others

6 SETTING GROUP DUTY ROSTER 29

6.1 Overtime 30

6.1.1 Overtime only after

6.1.2 Others

6.2 Side Bar 31

6.2.1 Others

7 DOWNLOAD DATA FROM TERMINAL 33 8 VIEW ATTENDANCE RECORDS 35

Table of Contents

9 ADDING EMPLOYEE LEAVES INTO ATTENDANCE SHEET 37

10 MANIPULATE/EDIT DATA IN THE ATTENDANCE SHEET 39

10.1 Editing Attendance Time 39

10.2 Changing Attendance Time Displayed from AM/PM to 2400 Format 41

10.3 Editing Data Under the Details Column 41

10.3.1 To edit transaction under Details

10.3.2 To remove transaction under Details

10.3.3 To add transaction under Details

11 GENERATE TCMS V2 REPORT 45

Installation Guide for TCMS V2

Software

This is an abridged version of the TCMS V2 User Guide, meant to guide you with your initial TCMS V2 installation and the basic setup required to use the Flexi Schedule in the software. To fully explore TCMS V2 and all its extensive features, please refer back to the TCMS V2 User Guide. Get ready with the FingerTec Going Green DVD provided with your FingerTec purchase, and here we go.

NOTE

In case of a lost/damaged DVD, you can download the latest version of the software online at

user.fingertec.com/software-updates.html

1 DVD Installation

Insert the FingerTec Going Green DVD into your computer. Please

note that if you are sharing TCMS V2 on multiple workstations, make- sure that you do clock operation from one workstation at a time to avoid complications or corruptions with your database.

Once the DVD is inserted, it will auto-run. Click Run Start.exe to view

the flash introduction.

Click on Software and choose Software Installation. Follow the pre-

ceding steps shown on the screen to install the TCMS V2 software.

At the first screen of the FingerTec TCMS V2 InstallShield Wizard win-

dow, click Next to continue with the installation.

At the next screen, click on I accept the terms in the license agree-

ment after reading the User Software License Agreement. Then, click Next.

At the next screen, specify your preferred destination folder to install

the software and click Next to continue. If no changes are made, the location will remain at its default location in C:\Program Files\FingerTec

Worldwide\TCMS V2\

At the next screen, click Install when you are ready to install the TCMS

V2 software.

Click Finish when the installation completes. You will find the TCMS V2

shortcut icon on your computer desktop.

Workﬂ ow in Summary

NOTE

Software Software Installation FingerTec TCMS V2 InstallShield Wizard Next I accept the terms in the license agreement Next Specify destination folder and click Next

Install Finish.

2 Basic Setup

Start by right-clicking the TCMS V2 shortcut icon found on your desk-

top, and choose to Run as Administrator to run TCMS V2.

When prompted, choose your preferred language. The language

used in this guide is English.

At the next screen, enter the relevant Product Key for authorization to

use the software. The information required, including Product Key and Terminal Serial Number, is located at the back of the FingerTec Going Green DVD cover. Click Next after entering the Product Key.

At the next screen, options are given for your date format preference.

This will affect how recorded transactions are displayed, and can be changed later on. An example is displayed for reference. Choose accordingly and click Next.

At the next screen, choose the keywords to label your company’s

working and non-working days. Three options are given for non-working days to accommodate different wage rates on different nonworking days. Also choose the first day of the week (ie: Sunday in UAE, Monday in USA), the payroll cycle used (Monthly, Weekly, etc) and the payroll cycle’s start date. Choose according to your company’s policies and click Next.

At the next screen, choose the type of schedule to use accordingly

(ie: Flexi for workers with flexible clocking times, Weekly for normal workers). For advanced users, you can choose to edit the clocking schedule here by clicking on More Options. For other users, click Next to continue.

At the next screen, configure the password that will be used to access

TCMS V2. If left empty, the TCMS V2 can be accessed by anyone using the computer. Also fill in the company information and click Next to continue. The company information used here will be displayed in the attendance sheets and reports.

At the next window, click Finish and wait for a pop-up window saying

Thank You. Click Ok to continue.

Congratulations! You have now successfully installed and configured

the initial setup of your TCMS V2 software. Wait for the FingerTec Termi-

nal window to pop-up and carry on with the next chapter.

Workﬂ ow in Summary

NOTE

Double-click TCMS V2 shortcut icon Choose language Enter Prod-

uct Key

keyword V2 Password Configuration

Thank You

Next Set Date Format Preference Next Set Day Type

Next Choose Clocking Schedule Type Next TCMS

Next Finish Click OK when you see

3 Terminal Activation for the ﬁ rst time

Caution: After choosing your connection type, be sure to only follow the rel-

evant instructions to avoid any errors during conﬁ guration.

To start, click on the Devices icon and double-click Setup FingerTec terminals. This will open the FingerTec Terminal window.

The FingerTec Terminal window

3.1 TERMINAL ACTIVATION VIA USB OR USB/CLIENT

Make sure that you have a USB flash disk complete with information of

the terminal that you want to connect to TCMS V2. Change the Con-

nection Type to USB (or USB/Client if you are activating a TA300 termi-

nal). PLEASE NOTE that if you have more than 1 terminal connecting via USB, you will need to change the device ID number. Please refer to Chapter 2 of the TCMS V2 User Guide for instructions.

Choose the terminal model. The terminal of which its Product Key is

being used to install TCMS V2 will appear on the first line in the Fin-

gerTec Terminal window. Proceed by clicking on the relevant cell be-

low the Model header and choosing the model of terminal. Please go to product.fingertec.com to find out more about FingerTec products.

There is a checker labeled Disabled on the far right of the FingerTec

Terminal window. Uncheck the Disabled button for the system to start connecting to the terminal. The software may take a moment to do so.

The system will prompt you to insert the Serial Number of your terminal.

Insert the correct serial number, which can be found on the same hologram sticker pasted at the back of the FingerTec Going Green DVD cover, and then press Enter. Once the Apply button is enabled, click it to proceed.

You will now be prompted to insert the Activation Key of the terminal.

Insert the information, and then click OK Save Close. This establishes the connection between the TCMS V2 software and the terminal via USB and you can start downloading data from the terminal to TCMS V2.

It is crucial that you save the information to avoid connection loss be-

tween TCMS V2 and the terminal. Once the terminal is activated in TCMS V2, all icons on the software will be activated, and you are now ready to configure and use TCMS V2.

NOTE

Workﬂ ow in Summary

Click Devices icon Setup FingerTec terminals Choose the terminal

Uncheck Disabled button Insert Serial Number Enter Ap-

model

Insert Activation Key OK Save Close

ply

3.2 TERMINAL ACTIVATION VIA TCP/IP

Make sure that you have connected the terminal and the computer

installed with TCMS V2 to a switch using a CAT5 cable. Once the cable is connected, assign a fixed/static IP address to your computer. Refer to 3.2.1 for instructions on how to configure your IP address. You can then start activating your terminal.

The terminal of which its Product Key is being used to install TCMS V2

will appear on the first line in the FingerTec Terminal window. Proceed by clicking on the relevant cell below the Model header and choosing the model of terminal. Please go to product.fingertec.com to find out more about FingerTec products.

Proceed by clicking on the relevant cell below the IP Address header

and specifying the IP address for your terminal. The default IP address is 192.168.1.201. You might have a different IP address; find the details from your IT personnel.

There is a checker labeled Disabled on the far right of the FingerTec

Terminal window. Uncheck the Disabled button for the system to start connecting to the terminal. The software may take a moment to do so.

Once the Disabled checker is disabled, the system reads the IP ad-

dress and displays the correct serial number of the terminal. Once the

Apply button is enabled, click it to proceed.

You will now be prompted with a pop-up window requiring an Activa-

tion Key. Insert the correct key and the Apply button will be enabled when you have typed in the Activation Key. Click on the Apply button and the system will prompt a Congratulations message. Click OK to proceed.

It is crucial that you save the information to avoid connection loss be-

tween TCMS V2 and the terminal. Once the terminal is activated in TCMS V2, all icons on the software will be activated, and you are now ready to configure and use TCMS V2.

NOTE

Workﬂ ow in Summary

Click Devices icon Setup FingerTec terminals Choose the terminal

Specify IP address Uncheck Disabled button Click Apply

model after Serial Number is displayed

Save Close

Insert Activation Key Apply OK

3.2.1 Terminal Activation Via TCP/IP

In some cases (i.e.: you have an empty port on your PC, and do not

have a switch) it is necessary to set a static IP address on your local Network Interface Controller (NIC). To configure your IP address automatically in Windows 7 follow these steps:

On your Desktop, Go to Start and then go to Control Panel.

Left click on Network and Internet and choose Network and Sharing

Center.

On the left side choose Change adapter settings.

Right click on your network card icon and choose Properties from the

drop-down menu.

Under the Networking tab, choose Internet Protocol Version 4 (TCP/

IPv4) click on Properties.

In next window, click on Use the following IP Address and fill in the

relevant details. If unsure of the details here, please refer to your IT personnel.

Save your changes to avoid any information loss.

Workﬂ ow in Summary

NOTE

Start Control Panel Left-click on Network and Internet Network

and Sharing Center

network card icon

Protocol Version 4 (TCP/IPv4)

Properties Use the following IP address Insert details Save

Change adapter settings Right-click on your

Properties Under Networking, choose Internet

3.3 TERMINAL ACTIVATION VIA COM PORT FOR SERIAL CONNECTION RS485 OR RS232

Make sure that you have connected the terminal and the compu-

ter installed with TCMS V2 using a serial cable. It is recommended to maintain the RS232 cable length at 1 meter to avoid data loss and for RS485, the maximum distance is 1km, but excellent data repeaters should be installed with it.

Remember to select the correct COM port for your connection. Seek

assistance from your IT department, or find it in your computer’s Device Manager settings.

PLEASE NOTE that some computers without serial ports may require se-

rial-to-USB converters to allow compatibility with RS 232 serial devices. Once the cable is connected, you can then start activating your terminal.

The terminal of which its Product Key is being used to install TCMS V2

Determine the baudrate (speed of data transfer via serial connection)

and make sure that the value in the terminal must be the same as shown in TCMS V2. To check the baudrate value of the terminal, press

Menu Comm RS232/485 Baudrate.

There is a checker labeled Disabled on the far right of the FingerTec

Terminal window. Uncheck the Disabled button for the system to start connecting to the terminal. The software may take a moment to do so.

When the connection is established, the system will prompt you to in-

sert the Serial Number of your terminal. Insert the correct serial number, which can be found on the same hologram sticker pasted at the back of the FingerTec Going Green DVD cover.

You will now be prompted with a pop-up window requiring an Activa-

It is crucial that you save the information to avoid connection loss be-

tween TCMS V2 and the terminal. Once the terminal is activated in TCMS V2, all icons on the software will be activated, and you are now ready to configure and use TCMS V2.

NOTE

Workﬂ ow in Summary

Click Devices icon Setup FingerTec terminals Choose the terminal

Determine and compare baudrate value Uncheck Disa-

model

bled button

Save Close

Insert Serial Number Insert Activation Key Apply OK

4 Enroll/Add or Download/Transfer

Employees

4.1 ENROLL/ADD NEW EMPLOYEE

To enroll/add a new employee into TCMS V2, click on the Employees

icon. You will then be prompted with a pop-up window Employees.

The Employees window

Click on Add Employee. You will then be prompted with a pop-up

window Add Employee ID. Enter the relevant ID and click Apply.

In the Employees window, insert the employee’s details (ie: Name,

Emp No., Department, etc) and click Save.

You will then be prompted with a pop-up window Change Group

Roster. In the window, click on Current Payroll Cycle and Apply.

Click Close when you are done.

NOTE

Workﬂ ow in Summary

Employees Add Employee Add employee ID then Apply Insert

employee details then Save

Choose employee ID then Enroll Employee New Fill in the

ment

necessary details fingerprint, Enroll

Update Employee

If necessary, set Password and Card If enrolling

Place finger on OFIS scanner 4 times Okay

Apply

Close Devices Employee Manage-

4.2 DOWNLOAD/TRANSFER EMPLOYEES

To download/transfer employees from the terminal to TCMS V2, click

on the Devices icon and double-click Employee management. Please note that if you have more than one terminal, please select your terminal. Otherwise, the terminal will be selected by default.

The Employee Management window

Click on Download Employee inside the Employee Management win-

dow (as shown above) and you will be prompted with a pop-up window Download Employees from Terminal.

Ignore this step if you have only one terminal connected to TCMS V2.

If you have more than one terminal connected to TCMS V2, select the terminal ID you want to transfer/download the employees from by clicking on Select Terminal ID. All the connected terminals’ IDs will be shown in the dropdown menu. Once you have made your selection, all employees from the terminals will be displayed.

Select the employees you want to transfer/download to TCMS V2. You

have the option to select All, None or Some. Selecting All will highlight all employees from the terminals. If you choose to select Some, you need to click on the employees that you want to transfer/download to TCMS V2. To undo your selection, click None.

Choose the type of data you want TCMS V2 to download from your

terminal. It is recommended that you select all the 4 checkers. Ignore

Face ID if your terminal does not record face templates.

Check on Do not overwrite PC’s employee info if no terminal data is

downloaded if you already have employee data in Employee Man- agement and would like to keep the existing employee data.

Click Apply once you have confirmed your selection. All the selected

employees will appear in the Employee Management window. Click

Save Employee to save the data in TCMS V2.

After you have completed the editing and you have checked the ac-

curateness of the data, update it back to the terminal by clicking the

Update Employee button.

Select the employees you want to update and click Apply for the

changes to take effect on the terminal. This will also sync the terminal and the workstation’s clocks together.

Workﬂ ow in Summary

NOTE

Devices Employee Management Download Employee if more

than one terminal avtivated, Select Terminal ID download/transfer

not overwrite PC’s employee info if no terminal data is downloaded

to preserve existing data on PC

Employee

Select type of data to download Check on Do

Apply Save Employee Update

Apply

Select Employees to

5 Conﬁ gure Clocking Schedule

Flexi Clocking Schedule is a flexible working schedule that by default does not

include any late-ins, early-outs or overtime. To provide flexibility, this may be configured later on. This is suitable for groups of workers where their working time is not fixed. This chapter elaborates in detail the Flexi Clocking Schedule configurations. To configure Weekly or Daily Clocking Schedules, please refer to Chapter 3 of the TCMS V2 User Guide that can be downloaded at www.

fingertec.com/customer/download/postsales/SUM-TCMSV2-E.pdf

To start, click on the System Settings icon and double-click Clocking Schedule. At the Clocking Schedule window, choose to either Edit your existing Flexi Work Schedule or add a new flexi schedule by clicking Add Schedule in Work Schedule.

Choose Flexi

+ 32 hidden pages

FingerTec TCMS V2 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual