Kronos 8610K007 User Manual

Kronos InTouch® DX

User Guide

How to use and administer the Kronos InTouch DX timeclock.

Document Revision: 2

The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. © 2019 Kronos Incorporated. All rights reserved.

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FCC Notice (for U.S. Customers)—This device complies with Part 15 of the FCC Rules. Operation is subject to the following conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. Changes and modifications not expressly approved by Kronos Incorporated can void your authority to operate this equipment under Federal Communications Commissions rules.

Canadian DOC Compliance—This device complies with Industry Cana Operation is subject to the following two conditions: (1) this device may not cause interference, and (2) this device must accept any interference, including interference that may cause undesired operation of the device. Le présent appareil est conforme aux CNR d'Industrie Canada applicables aux appareils radio exempts de licence. L'exploitation est autorisée aux deux conditions suivantes : (1) l'appareil ne doit pas produire de brouillage, et (2) l'utilisateur de l'appareil doit accepter tout brouillage radioélectrique subi, même si le brouillage est susceptible d'en compromettre le fonctionnement.

EN 55022 (CISPR 32) - This product is a Class A product. In a domestic environment, it may cause radio interference in which case the user may be required to take adequate measures.

da license-exempt RSS standard(s).

RoHS Directive—This data collection device and all hardware options currently qualified to work with this device are designed in accordance with the restricted substance requirements of Directive 2002/95/EC and 2011/65/EU of the European Parliament and of the Council of the European Union, including Commission Delegated Directive (EU) 2015/863 amending Annex II of the Directive. The RoHS directive prohibits the sale of electronic equipment containing certain hazardous substances such as Cadmium (Cd), lead (Pb), mercury (Hg), hexavalent chromium (Cr VI), polybrominated biphenyls (PBB), polybrominated diphenyl ethers (PBDE), bis(2-ethylhexyl) phthalate (DEHP), benzyl butyl phthalate (BBP), dibutyl phthalate (DBP), and diisobutyl phthalate (DIBP) in the European Union. The manufacturer has a program in place to address the requirements of the RoHS Directive in respect to the various categories of electronic products.

Published by Kronos Incorporated

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For links to information about international subsidiaries of Kronos Incorporated, go to

Revision Release Date

1 August 2019

2 August 2019

http://www.kronos.com

Document Revision History

Chapter 1: Overview

Introduction ................................................................................................. 12

How InTouch DX works ............................................................................. 13

How the timeclock operates with the host application ......................... 13

Cross-punching ..................................................................................... 13

Modes of operation ............................................................................... 14

InTouch DX features ................................................................................... 15

Schedule enforcement ...........................................................................15

Default transactions ..............................................................................15

Transaction persistence ......................................................................... 16

Soft key schedules ................................................................................. 17

Language support .................................................................................. 17

Badges ......................................................................................................... 19

Integrated badge readers .......................................................................19

Remote badge readers ...........................................................................21

Navigation ...................................................................................................22

Gesture support ..................................................................................... 22

Home page ............................................................................................ 22

Home and Menu keys ........................................................................... 24

Alphanumeric keypad ........................................................................... 25

Calendar ................................................................................................ 26

Customize the user interface .......................................................................28

Logo ...................................................................................................... 28

Screen saver .......................................................................................... 28

Scrolling messages ................................................................................28

Employee photos ................................................................................... 28

Chapter 2: Employee Mode Transactions

Introduction ................................................................................................. 30

Contents

Access your employee home page ...............................................................31

Community home page ..........................................................................31

Individual home page ............................................................................32

Smart Landing .......................................................................................33

Biometric scanning ................................................................................33

Standard transactions ...................................................................................35

Add Missed Punch .................................................................................36

Add Transfer ..........................................................................................36

Edit Paycode ..........................................................................................37

Enter Gate ..............................................................................................39

Enter Tips ..............................................................................................39

Request Time-Off ..................................................................................40

Review Punches .....................................................................................41

Review Timecard ...................................................................................41

View Attendance Balance .....................................................................42

View Punch Status .................................................................................43

Smart View transactions ...............................................................................44

Edit Paycode (Smart View) ...................................................................45

Message Center (Smart View) ...............................................................46

Move Paycode (Smart View) .................................................................48

Request Open Shift (Smart View) .........................................................49

Request Shift Swap (Smart View) .........................................................50

Respond to Shift Swap Request (Smart View) ......................................51

View Accruals (Smart View) .................................................................51

View My Time (Smart View) ................................................................52

View Schedule (Smart View) ................................................................54

View Timecard (Smart View) ...............................................................55

View Totals (Smart View) .....................................................................55

Chapter 3: Manager Mode Transactions

Introduction ..................................................................................................58

Access manager mode ..................................................................................59

Community home page .......................................................................59

Individual home page ..........................................................................60

Biometric transactions: Kronos Touch ID Plus ............................................61

Contents

Templates .............................................................................................. 61

Terminology .......................................................................................... 62

Enroll or Re-Enroll Employee .............................................................. 65

Unenroll Employee ............................................................................... 73

Standard transactions ...................................................................................75

Add Punch ............................................................................................. 75

Delete Punch ......................................................................................... 76

Manage Bell .......................................................................................... 77

Manage Gate ......................................................................................... 79

Override Global Home .......................................................................... 81

Override Global Non-Home ................................................................. 82

Override Single Home Employee Restriction ....................................... 83

Override Single Non-Home Employee Restriction .............................. 84

Override Schedule ................................................................................. 85

View Biometric Template Reports ....................................................... 87

View Employee Information ................................................................. 88

View On or Off Premises Employees ................................................... 89

Chapter 4: Maintenance Mode Functions

Introduction ................................................................................................. 92

Initial setup and configuration ..................................................................... 93

Launch Quick Setup .................................................................................... 94

Step 1: Pick Language ..........................................................................94

Step 2: Maintenance Mode Password ................................................... 94

Step 3: Add Device ID .......................................................................... 95

Step 4: Select Network .......................................................................... 95

Step 5: Connect to Server .....................................................................97

Complete the setup ................................................................................ 97

Access maintenance mode ........................................................................... 99

Use a Maintenance badge ..................................................................... 99

Use the tools menu ..............................................................................100

Use the maintenance mode button ...................................................... 100

Maintenance mode functions ..................................................................... 104

Edit Settings ...............................................................................................105

General Communication ..................................................................... 105

Contents

Connect to Network .............................................................................108

Date and Time .....................................................................................111

Audio ...................................................................................................111

Display .................................................................................................112

VNC Remote Access ...........................................................................112

SSH Remote Access ............................................................................113

Bar Code Symbology ..........................................................................114

Remote Readers ...................................................................................114

Strong Passwords .................................................................................115

Edit Advanced Settings ..............................................................................116

Failure Override ...................................................................................116

Employee Enroll Count .......................................................................116

Restart Device .....................................................................................117

Change Maintenance Mode Password .................................................117

Change Database Password .................................................................118

Factory Defaults ..................................................................................118

Delete All Punches ..............................................................................119

Delete All Offline Data .......................................................................119

Biometric Verification .........................................................................119

Configure Smartcard Reader ...............................................................120

View Reports ..............................................................................................121

Software ...............................................................................................121

File System ..........................................................................................121

Database ..............................................................................................122

Hardware .............................................................................................122

Communication Settings .....................................................................122

Network ...............................................................................................123

Device Status .......................................................................................123

Memory ...............................................................................................124

Ethernet ................................................................................................124

Readers ................................................................................................124

Biometric .............................................................................................125

Biometric Templates ...........................................................................126

Diagnostics ..........................................................................................126

Contents

Run Tests ................................................................................................... 127

Sequential ............................................................................................ 127

Communications ................................................................................. 127

Integrated Badge ................................................................................. 128

Display ................................................................................................ 129

Tone .................................................................................................... 129

LED ..................................................................................................... 129

GPIO Output Bits ................................................................................ 130

Monitor GPIO Inputs .......................................................................... 130

Microphone ......................................................................................... 130

Remote Badge ..................................................................................... 130

Network Connectivity ......................................................................... 131

Contents

Chapter 1

Overview

Note: If you are configuring the Kronos InTouch DX for the first time, go to

“Initial setup and configuration” on page 93.

Chapter 1 Overview

Introduction

The InTouch DX is a data collection device that communicates with the Kronos host applications. The timeclock collects information that employees enter using a badge reader, biometric device, or keypad. The host application software collects data from the timeclocks to track and process labor-related data, generate management reports, and transfer information to the payroll service.

The InTouch DX does the following:

• Enforces schedules, by controlling when specific employees can swipe in and swipe out for shifts, meals, and breaks.

• Displays accrued vacation, sick time, and messages to individual employees (depending on the host application).

• Enables users to perform transactions such as labor category transfers, paycode transactions, and Smart View transactions. Smart View transactions allow users to access and interact with current information that is not resident at the device.

Note: This documentation refers to transactions by their default names. Your administrator can change these names to conform with your business practices.

How InTouch DX works

How the timeclock operates with the host application

Administrators: Use the host application to configure employees and information such as schedules, punch restrictions, and labor categories. The host application downloads this information to the timeclock, which uses it to accept or restrict employee punches.

When employees swipe their badges at the timeclock, the punch information is stored in the timeclock database. The host application collects the stored data and totals the hours, computes overtime, calculates wages, tracks labor, and generates reports. In Workforce Dimensions, use which transactions users can perform, and to monitor the data that the host application and device exchange.

Note: The device configuration instructions in this document assume that you are using Workforce Dimensions as the host application.

the Device Configuration page to define

The device supports SSL encryption so that sensitive information about employees and their timecards is protected on the Internet.

Cross-punching

Cross-punching allows employees (referred to as non-home employees) to punch at a timeclock to which they are not assigned.

Administrators: To enable the cross-punching feature for a device, access the Device Configuration page, choose Transaction Settings, and select Allow non- home employees.

Chapter 1 Overview

Modes of operation

InTouch DX operates in three modes:

•Employee

• Manager

• Maintenance

Each mode has its own set of transactions, depending on how the host application is configured. To access a mode, authorized users can swipe a badge or use other methods, as described in this document.

Employee mode

The device most often operates in employee mode. It accepts punch data that employees enter using a badge reader or the touch screen.

Manager mode

Manager mode allows authorized users to perform tasks such as editing employee punches, adding missed employee punches, and viewing employee information.

Maintenance mode

Maintenance mode allows authorized users to display technical information about the device, execute diagnostic tests, and define configuration settings.

InTouch DX features

Schedule enforcement

Administrators: To configure devices to validate employee punches against their schedules, use the host application. The punch rules contain a setting that enables schedule enforcement. You can tailor the complexity of schedule enforcement to meet your business needs. Depending on your system configuration, the devices can do the following:

• Limit how early and late employees can punch in or punch out.

• Enable managers to perform punches for employees, and to override punch

restrictions for employees.

• Prevent employees from punching in when they are not scheduled.

• Enforce meal and break schedules for employees, including minors, to satisfy

state and federal labor laws.

To configure a full array of punch restrictions for the device, see the online help for the host application.

InTouch DX features

Default transactions

Administrators: You can use the device configuration settings to set up default transactions for InTouch DX users. When an employee swipes a badge or enters a badge ID, the timeclock automatically initiates the transaction that you designate as the default. Default transactions include punches, labor category transfers, job transfers, and so on. If you can assign a transaction to a soft key, you can assign it to a badge swipe or badge ID entry as a default transaction.

You can assign default transactions to home and non-home employees, and to local and remote readers. If you assign a default transaction to an internal reader, it also applies to the external reader.

Chapter 1 Overview

When the default transaction for a home employee’s badge swipe is a punch, you can assign a different default transaction for a badge ID entry. For example, if a group of home employees routinely change job assignments when they start a shift, you can set the default transaction to a Job Transfer for a start-of-shift badge read.

The types of default transactions are:

• Home employee default

• Home employee shift start

• Home employee IN during shift

• Home employee shift end

• Non-home employee default

Transaction persistence

An administrator can configure the host application to repeatedly apply an employee’s paycode edits and transfers to the employee’s record, for each

scheduled work day. The transaction persists until the employee or manager (on

the employee’s behalf) performs a punch, edit, or transfer—at the device or using the host application. The repeating transaction generates amounts (for paycode edits) or punches (for transfers), based on the employee’s daily schedule.

A paycode edit is persistent when both of the following are true:

• The employee is assigned to a schedule.

• The host application is configured to repeat the paycode edit on days that the employee works.

A labor category transfer or work rule transfer is persistent when both of the

following are true:

• The employee is assigned to a schedule.

• The employee’s assigned pay rule is configured to repeat labor category transfers or work rule transfers on days that the employee works.

If the host application automatically generates punches based on an employee’s schedule, and a persistent transaction is in effect for that employee, the persistent transaction takes precedence.

Soft key schedules

Administrators: You can use the device configuration settings to create soft key schedules, during which certain device transactions are not available to employees. For example, during periods when many employees punch in or punch out, you can de-activate the View Totals or View Schedule soft keys. Each soft key schedule can contain up to eight time intervals for each day of the week.

Language support

The InTouch DX includes pre-installed, translated versions of the user interface and error messages. The device currently supports the following languages:

• Chinese (Simplified)

InTouch DX features

• Chinese (Traditional)

• Czech

•Danish

•Dutch

• English (G.B.)

• English (U.S)

• French (France)

• French (Canada)

•German

•Hindi

• Italian

• Japanese

• Korean

Chapter 1 Overview

• Polish

• Portuguese (Brazil)

• Spanish (Mexico)

• Spanish (Universal)

Administrators: You can translate the user interface into other languages, or customize the text in any of the supported languages. For details, see the Guide to Translating and Customizing the InTouch DX Interface.

Multi-language support

Administrators: The timeclock can display the interface in one or more of the

supported interface languages. To choose the languages, and to designate one of them as the default interface language, access the Device Configuration page, and select Languages.

Employees: To perform a transaction in a different language, select a language from the language bar. The home page and the subsequent transaction pages appear in the selected language. Complete and submit the transaction. The Employee home page reappears and reverts to the default language.

Note: When a user who is in manager mode or maintenance mode chooses a different language, it remains in effect for all transactions during the current logon session—unless the user selects another language.

Badges

Integrated badge readers

The InTouch DX is equipped with one of the following integrated badge readers:

•HID

• Smart card: MIFARE/DESFire, iCLASS, or FIPS 201

•Bar code

• Magnetic stripe

If the timeclock is equipped with a proximity or smart card reader, hold the badge within one inch of the timeclock, as shown in the following illustration.

Prox

Badges

If the device is equipped with a bar code reader or a magnetic stripe reader, swipe the badge through the reader to perform transactions.

If the device reads the badge successfully, the LED flashes green, and the speaker emits a tone. If the badge read is unsuccessful, the LED flashes red, the speaker

Chapter 1 Overview

emits a different tone, and an error message appears on the screen. Wait until the message times out or tap the X to close the message. Then re-attempt the badge read.

FIPS PIV cards

The InTouch DX can read an employee badge number from a FIPS 201 PIV card, which is a type of smart card issued by the US Federal Government.

As with any non-Kronos-provided credential, contact your Kronos Representative to evaluate the credential’s compatibility, and to determine the configuration requirements for reading the appropriate data from the card. After configuration is completed, you use FIPS 201 PIV cards at the InTouch DX in the same way that you use other smart cards and proximity cards.

Note: The FIPS 201 PIV card takes slightly longer to be read than most smart cards, but typically within 1-3 seconds of when you position it.

FIPS 201 PIV card support requires:

• InTouch v2.1.0 or later firmware.

• InTouch H3 or later version hardware, with integrated smart card reader.]

There are a variety of US Government-issued credentials that may be (correctly or incorrectly) referred to as FIPS or PIV cards. The FIPS 201 PIV card supports a multitude of data elements, but only a portion of them are used by the InTouch DX to determine the employee badge ID. The technical details of InTouch DX support for FIPS 201 PIV cards follow.

• Card Type: FIPS 201 PIV Contactless Smart Card.

• Card Data Read: Card Holder Unique Identifier (CHUID) plus the card expiration date, sometimes referred to as GSA 75 bit format.

• Card Data Used: The InTouch uses the 4-digit Agency Code + 4-digit + 6digit credential number as a 14-digit employee badge number.

Note: The InTouch DX does not use the card expiration date or any other data on the PIV card.

Federal Government-related card types not supported by the integrated smart card

reader in the InTouch DX include, but are not limited to:

• PIV-I Cards (Personal Identify Verification - Interoperable).

• CIV (Commercial Identity Verification).

• CAC (Common Access Card).

• TWIC (Transportation Worker Identification Credential).

Also, the InTouch DX does not support reading or using additional data from PIV

cards, including:

• Personal Identification Number (PIN) for multi-factor authentication.

• Biometric data for multi-factor identification.

• Global Unique Identifier (GUID).

Remote badge readers

Remote or external readers (for example, Wiegand Proximity) are available, as an option. For more information, see your Kronos Representative.

Badges

Chapter 1 Overview

Navigation

Gesture support

Select

To select an item (for example, a labor category) from a list, press the item with one finger for at least one second. Release your finger to complete the action. If you cannot view an item’s description in its entirety (for example, the location transfer set Hospital A/Nursery/RN1), press and hold the item until all of the text appears.

Scroll

If a list of items (such as work orders) is too long to be viewed in its entirety, the interface uses arrows and scroll bars to signify that users can scroll through the list.

To scroll vertically through a list, press the screen with a single finger and swipe up or down. You do not have to place your finger on the arrows or scroll bar. Alternatively, you can tap the arrows to scroll through the items.

To scroll horizontally through a group of items (such as the soft keys on the home page), press the screen with a single finger and swipe right or left. You do not have to place your finger on the arrows. Alternatively, you can tap the arrows to scroll through the items.

Home page

The following illustration is an example of the employee home page.

Administrators: You can configure the employee or manager home page to

display only the date and time. In addition, you can configure the size and shape of

the soft keys, how they are labeled, and the number of them that appear on each page. For more information, see the device configuration online help.

Navigation

Chapter 1 Overview

Home and Menu keys

The front of the timeclock contains two keys. The Home key returns users to the respective employee mode, manager mode, or maintenance mode home page. The Menu key (below the Home key) allows authorized users to access the following:

• Maintenance Mode: Opens the maintenance mode home page.

• Clean Touchscreen: See “Clean the touchscreen” on page 149.

Alphanumeric keypad

Interface standards:

Navigation

• The “X” in the text box clears your entire entry.

• The “X” on far right is the Backspace key.

• To close the keypad without saving, tap the Back icon.

•The 123? key toggles between the alphabetic and numeric keypads.

Chapter 1 Overview

Calendar

Interface standards:

• The selected date is orange.

• The calendar defaults to the current date, which is in a blue circle.

• The horizontal arrows allow you to scroll through the months.

Navigation

Chapter 1 Overview

Customize the user interface

For details about performing these tasks, see the device configuration online help.

Logo

Administrators: Use the device configuration settings to add your company logo to the home page. First, import your company logo to the device. Access the Device Configuration page, open the Main Menu, and select Manage Imports > Logo File. Then, add your logo by selecting General Settings > Logo.

Screen saver

Administrators: Use the device configuration settings to add a screen saver URL to the timeclock.

To configure the URL and the wait time, access the Device Configuration page, and select General Settings > Display.

Scrolling messages

Administrators: Use the device configuration settings to configure one or two messages to periodically appear at the bottom of the page.

Access the Device Configuration page, and select General Settings > Display. Specify a primary message, alternate message, and the language in which they appear.

Employee photos

Administrators: Use the device configuration settings to add employee photos to the confirmation pages that appear after many InTouch transactions. Only home employee photos can appear on timeclocks.

Access the Device Configuration page, and select Download Option

Chapter 2

Employee Mode T ransactions

Chapter 2 Employee Mode Transactions

Introduction

Employee mode enables you to perform activities such as punching in, requesting time off, or viewing your schedule. When the InTouch DX is in employee mode (the default mode), you initiate a transaction by tapping the appropriate soft key.

The following sections describe how to perform employee mode transactions.

Access your employee home page

Note: This section assumes that your administrator has configured a punch as the default transaction for a badge swipe or finger scan.

Your employee home page contains your photo or initials, a link to the Message Center (if configured), and a log-out button.

Access your employee home page

Community home page

There are three ways to access your employee home page when the timeclock is configured to display the community home page.

Chapter 2 Employee Mode Transactions

Option 1

1. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

2. Enter your password. A message confirms that your punch was successful.

3. Do one of the following:

–Tap Accepted. The community home page re-opens.

– Tap the messages link. Enter your credentials to access the Message

Center.

Option 2

1. Tap Employee Logon.

2. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

3. Enter your password. Your employee home page opens.

Option 3

1. Tap any soft key except Employee Logon.

2. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

3. Enter your password.

4. Complete the transaction. The community home page re-opens.

Individual home page

To access your employee home page when the timeclock is configured to display the individual home page.

1. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

2. Enter your password.

3. Either the Smart Landing page (if configured) or your employee home page opens.

Note: If you are not a home employee, and cross-punching is not allowed at this timeclock, the community home page opens.

Smart Landing

The optional Smart Landing feature displays time-sensitive messages (such as a reminder to punch, or acceptance of a time-off request) when you access your individual home page. Your administrator can configure a Smart Landing soft key.

Note: Typically, a single event, such as an accepted time-off request, appears in both the Smart Landing area (to immediately alert you) and the Message Center (so that you can retain it for later reference). All messages that appear in the Message Center appear as Smart Landing notifications, but not vice-versa: Some Smart Landing notifications do not appear in the Message Center, usually because they are not directly work-related. For more information, see “Message Center

(Smart View)” on page 46.

Access your employee home page

Navigation

• The message in the leftmost position is considered open. To close it, tap

Close. To view the previous or next message, swipe right or left. You can close only messages that are in the leftmost position.

• If you tap the log out button, the messages are considered unread, and will

appear in the Message Center.

• When you swipe left on the last open message, Smart Landing closes.

Biometric scanning

Timeclocks that include the Kronos Touch ID Plus option can validate your identity based on a finger (or biometric) scan. This option offers three types of biometric scanning: biometric verification, biometric identification, and biometric identification with badge ID.

Chapter 2 Employee Mode Transactions

• Biometric verification requires you to swipe your badge or enter your badge

ID before you scan a finger—on a timeclock that is configured for biometric verification.

• Biometric identification requires you to perform only a finger scan—on a

timeclock that is configured for biometric identification.

• Biometric identification with badge ID requires you to swipe your badge or enter your badge ID before you scan a finger—on a timeclock that is configured for biometric identification.

Before you can use biometric scanning to perform transactions, your manager must enroll you for biometrics.

Managers: For details about enrolling employees for biometric scanning, see

“Biometric transactions: Kronos Touch ID Plus” on page 61.

Standard transactions

Standard (or local) transactions use information that is stored in the timeclock.

Administrators: You can configure the following options for standard transactions. For details, see the device configuration online help.

• Enable biometric verification or biometric identification for home employees.

Access the Device Configuration page, and select Cards and Readers >

Biometric. To enable biometric identification, select Enable Biometric

Identification. To enable biometric verification, clear this check box.

• Enable biometric verification for non-home employees (that is, to enable

cross-punching).

Access the Device Configuration page, and select Cards and Readers >

Biometric. Select Enable Biometric Validation.

Note: Employees cannot cross-punch using biometric identification.

• Enforce biometric verification (that is, to require employees to enroll for

biometrics before performing transactions that use biometrics).

Standard transactions

Access the Device Configuration page, and select Cards and Readers > Biometric. Select Enforce Biometric Verification.

• Enable biometric verification for all standard transactions.

Access the Device Configuration page, and select Cards and Readers > Biometric. Select Enable Biometric Verification on all Transactions. Employees who are enrolled for biometrics can then use biometric

verification or biometric identification for all of the standard transactions—

that is, those that result in timecard entries, and others such as View Attendance Balance or View Punch Status.

Note: You cannot enable biometric scanning for only selected standard

transactions. The device configuration setting that enables biometric verification

or biometric identification applies to all standard transactions that can result in

timecard entries. If you select Enable Biometric Verification on all Transactions, you enable biometrics for all of the standard transactions.

Chapter 2 Employee Mode Transactions

The following standard employee transactions are included with the InTouch DX. All procedures assume that you have already entered your credentials.

Add Missed Punch

Allows you to add a missed punch to your timecard.

1. Tap Add Missed Punch. The punches for each day in the current pay period appear. Missed punches are denoted by an exclamation point icon.

2. Do one of the following:

– Tap the row with the missed punch, enter the punch time, and tap Add.

–Tap Add Punch, select the date, enter the punch time, and tap Add.

3. To attest that your timecard is accurate, tap Approve.

Add Transfer

Enables you to transfer to another job, pay cost center, project, and so on. The available options depend on how the host application is configured.

1. Tap Add Transfer.

2. Depending on your configuration, complete one or more of the following

fields:

– Business Structure

– Pay Cost Center

–Work Rule

–Project

– Work Order

– Comment Code

3. Enter the Date.

4. Enter the Time.

5. Tap Submit.

Edit Paycode

Standard transactions

Allows you to edit the number of hours or the amount of money charged to a paycode.

Chapter 2 Employee Mode Transactions

Hours

1. Tap Edit Paycode.

2. Tap Hours.

3. Tap the Date text box, and select the date. You can enter a date up to 29 days in the past or in the future.

4. Enter the number of hours.

5. Open the Paycode list, and select the paycode that you are editing.

6. (Optional) Select the Business Structure.

7. Tap Submit. If successful, a summary of the transaction appears.

Money

1. Tap Edit Paycode.

2. Tap Money.

3. Tap the Date text box, and select the date. You can enter a date up to 29 days in the past or in the future.

4. Tap the Time text box, and select the time.

5. Tap the Amount text box, select the dollar amount, and tap Enter.

6. Open the Paycode list, and select the paycode that you are editing.

7. (Optional) Select the Business Structure.

8. Tap Submit. If successful, a summary of the transaction appears.

Enter Gate

Tap Enter Gate to unlock a door or turnstile without affecting your punch status.

Enter Tips

Standard transactions

Allows you to record your tips.

1. Tap Enter Tips.

2. Enter the Tip Amount.

3. Select the Business Structure.

4. Select the Cost Center.

5. Select the Work Rule.

6. Depending on how your system is configured, you may have the option to add

a transfer.

7. Tap Submit.

Chapter 2 Employee Mode Transactions

Request Time-Off

Enables you to request vacation time, sick time, or other time off from work. In a single transaction, you can make one or more requests for time-off.

1. Tap Request Time-Off.

2. If prompted, select a time-off sub-type. Otherwise, go to the next step.

3. Complete the following fields:

–Start Date

–End Date

– Paycode

– Duration

– (Optional) Comments Code

– (Optional) Comments

4. Do one of the following:

– If you are submitting a single request, tap Submit. A confirmation

message appears, followed by a summary page. Go to step 5.

– If you are submitting multiple requests, tap Add Another. Repeat steps

2–3 for each additional request. Then go to the next step.

5. Tap Review. You have the option to edit or delete your requests.

6. Tap Submit. A confirmation message appears, followed by a summary page.

7. (Optional) Tap View Message Center, or Create New Request.

Review Punches

Enables you to view successful punches, rejected punches, and labor transfers that have occurred during a specified time period.

Administrators: To configure the number of hours’ worth of data that the timeclock displays, see the online help for the host application.

1. Tap Review Punches. Each punch, rejected punch, and labor transfer that

occurred in the previous review period.

2. To view details about a rejected punch or labor transfer, tap the row.

Standard transactions

Review Timecard

Allows you to attest to the accuracy of your current timecard.

1. Tap Review Timecard.

2. At the prompt, tap Proceed. A read-only view of your timecard for the current

pay period appears.

3. To view details about a day, such as transfers and exceptions, tap the day.

Chapter 2 Employee Mode Transactions

4. Depending on your configuration, do one of the following:

– To add missing punches to your timecard, tap Continue. The Add Missed

Punch transaction opens. For details, see “Add Missed Punch” on page

36.

– To approve your timecard as is, tap Review. At the attestation prompt, tap

Approve.

View Attendance Balance

Displays your attendance balances for a specified pay period.

1. Tap View Attendance Balance.

2. Use the calendar icon to select the pay period. The total for each balance type appears, as of the current day. Depending on your configuration, the balances are measured in hours or points.

3. To view details about a balance, such as events that occurred during the pay period, or pending manager actions, tap the row.

4. (Optional) In some configurations, you can perform the View My Time transaction. For details, see “View My Time (Smart View)” on page 52.

View Punch Status

Tap View Punch Status to view the date and time of your last punch. The time span that the system searches is configurable.

Standard transactions

Chapter 2 Employee Mode Transactions

Smart View transactions

Unlike standard transactions, Smart View transactions do not rely on information that is stored in the InTouch DX. Instead, they allow you to perform transactions at the timeclock and submit the information directly to the host application database. Transaction information and data entry screens are HTML pages that you access using a web address (URL).

Administrators: You can enable biometric scanning for individual Smart View transactions. Access the Device Configuration page, and select Smart View. Open the Smart View Transaction Editor and select the Prompt for Employee Badge and Biometric Verification check boxes.

The Smart View transaction allows biometric scanning for home employees who are enrolled in biometrics. Non-home employees can also use biometric scanning for the Smart View transaction, provided that you enabled non-home employees

to perform biometric scanning for standard transactions.

The following Smart View transactions are available when you are working in employee mode.

Edit Paycode

Message Center

Move Paycode

Request Open Shift

Request Shift Swap

Respond to Shift Swap Requests

View Accruals

View Schedules

View Timecard

View Totals

View My Time

Administrators: You can create custom Smart View transactions for your employees. For example, you can configure a Smart View transaction that plays a training or educational video that resides on the host application. For more information, see the device configuration online help.

Edit Paycode (Smart View)

Use the Edit Paycode transaction to associate a positive or negative amount of time or money with a paycode. Use this feature to enter non-productive time when you are unable to punch in and out (for example, sick, vacation, or personal time). The paycodes that are available depend on your configuration in the host application.

Smart View transactions

Hours

1. Tap Edit Paycode.

2. Swipe your badge or enter your badge ID and tap Enter.

3. Do one of the following:

– To edit a paycode in hours, go to Hours.

– To edit a paycode in money, go to Money.

1. Tap Hours.

2. Select the date. You can enter a date up to 29 days in the past or in the future.

3. Enter the number of hours.

4. Select the paycode.

Chapter 2 Employee Mode Transactions

5. (Optional) Select the business structure, and one or more labor levels.

6. Tap Submit.

Money

1. Tap Money.

2. Select the date. You can enter a date up to 29 days in the past or in the future.

3. Enter the amount.

4. Select the paycode.

5. (Optional) Select the business structure, and one or more labor levels.

6. Tap Submit.

Message Center (Smart View)

The Message Center transaction allows you to view and store messages related to time-off requests, shift-swap requests, and other transactions. When you successfully punch, the confirmation page indicates the number of unread messages (if any) that are in the Message Center, which is denoted by a bell icon. To view the messages, tap the link and enter your credentials.

Smart View transactions

Navigation

• Unread messages contain bold text and color graphics. Messages that you

have read are grayed out.

• By default, all messages appear in the list, but you can view only unread or

only read messages by tapping the appropriate button (if configured).

• To view the contents of a message, tap its row.

• Some messages, such as requests for time-off, allow you to view the original

transaction without exiting the Message Center.

Chapter 2 Employee Mode Transactions

Move Paycode (Smart View)

Use this transaction to deduct hours charged to a paycode and add them to a different paycode.

1. Tap Move Paycode.

2. Tap the Date text box, and select the date. You can enter a date up to 29 days in the past or in the future.

3. Tap the Time text box, and select the time.

4. Enter the number of hours.

5. Open the From Paycode list, and select the paycode from which you are deducting hours.

6. Open the To Paycode list, and select the paycode to which you are charging hours.

7. (Optional) Select the business structure, and one or more labor levels.

8. Tap Submit. If successful, a summary of the transaction appears.

Request Open Shift (Smart View)

1. Tap Request Open Shift.

2. If prompted, select a shift sub-type. Otherwise, go to the next step.

3. Tap the Select Shift text box. A list of open shifts appears (to view details, tap

the shift).

4. Select the appropriate shift.

5. Tap Select.

6. On the Shift Preferences page, complete the following fields:

Smart View transactions

–Start Date

–End Date

– Shift Type

7. Tap Apply.

8. (Optional) To request another shift, tap Create New Request.

Chapter 2 Employee Mode Transactions

Request Shift Swap (Smart View)

This transaction allows you to exchange one of your shifts for the shift of another employee.

1. Tap Request Shift Swap.

2. Tap the Offered Shift field to view your shifts. Select the shift that you are offering to swap, and tap Select. The information icon reveals shift details.

Note: If the Respond to Swap Request button appears, another employee has submitted a request to swap a shift with you. See “Review Punches” on page

41.

3. Tap the Requested Shifts field to view the available shifts. Tap one or more shifts and tap Select.

4. Tap Submit.

5. (Optional) On the confirmation page, you can request time-off or view pending requests by tapping the appropriate button.

Respond to Shift Swap Request (Smart View)

Use this transaction to respond to requests for shift swaps from other employees.

1. Tap Respond to Shift Swap Request. The requests for the current pay period

appear.

2. Tap an employee to view the offered and requested shifts. To view details, tap

the information icon.

3. Tap Refuse or Accept.

4. Continue in this manner to accept or refuse any other requests.

Smart View transactions

View Accruals (Smart View)

Use the View Accruals transaction to view current totals of accrued time, such as vacation, personal, and sick time. The totals are accurate as of the time that you perform the transaction. Accrual totals information includes the available, ending, opening vested, and tracking period balances.

1. Tap View Accruals. A green bar indicates an accrual with a positive balance;

a red bar indicates an accrual with a negative balance.

Chapter 2 Employee Mode Transactions

2. To view details about an accrual, tap its row.

3. (Optional) Depending on your configuration, you can perform the View Tot al s or Request Time-Off transactions.

View My Time (Smart View)

View My Time allows you to compare actual punches to your schedule, and includes transfers, exceptions, paycodes, and hours per day. It essentially combines features of the View Schedules and View Timecard transactions. Shows upcoming shifts and past punches.

1. Tap View My Time.

Smart View transactions

The page defaults to current pay period, but you can select the previous or next pay periods, and view past punches and upcoming shifts.

Tap Scheduled or Actual to view the scheduled or actual shifts for the day.

The number of timecard exceptions for the day is denoted by a counter. The affected shift is denoted by an exclamation point; tapping it shows the exception details.

When viewing a complete pay period, you can perform the following transactions:

• Request Time-Off: For details, see “Request Time-Off” on page 40.

• Approve Timecard: Allows you to approve all days in a pay period through

the current day. The timecard shows actual punch times even if the host application is configured to perform punch rounding. When you tap Approve Timecard, the button toggles to Remove Timecard Approval, which allows you to revert an approved timecard to its unapproved state.

When viewing a day, you can perform the following transactions:

• View Totals: For details, see “View Totals (Smart View)” on page 55.

Chapter 2 Employee Mode Transactions

• Approve Day: Allows you to approve the day that you are viewing. When you tap Approve Day, the button toggles to Remove Day Approval, which allows you to revert an approved day to its unapproved state.

Note: If the timeclock is not configured to permit daily approvals, the Approve Day button is replaced by Approve Timecard button.

View Schedule (Smart View)

Displays your schedule for the current or future pay periods. You can also request time-off or a shift swap.

1. Tap View Schedule. Your schedule for the current pay period opens. To view your schedule for a future pay period, tap the calendar icon.

2. Tap a scheduled day to view details.

3. (Optional) Tap Request Time-Off or Request Shift Swap.

View Timecard (Smart View)

The View Timecard transaction displays timecards for employees whose assigned time entry method is hourly.

1. Tap View Timecard.

2. At the prompt, tap Proceed. A read-only view of the timecard for the current

pay period opens. A missed punch is denoted by an exclamation point icon.

– Tap the calendar icon to select another pay period.

– Tap a day to view details. An exclamation point icon indicates that there is

an exception.

Smart View transactions

3. Tap Review.

4. To attest that your timecard is accurate, tap Approve.

View Totals (Smart View)

Chapter 2 Employee Mode Transactions

Use the View Totals transaction to view total hours for each job in a selected pay period.

1. Tap View Totals. A list of total hours per job appears.

2. Tap a row to view the hour amounts categorized by type, such as regular, evening, and overtime.

When viewing your totals, you can perform the following transactions:

View Accruals: For details, see “View Accruals (Smart View)” on page 51.

Request Time-Off: For details, see “Request Time-Off” on page 40.

Chapter 3

Manager Mode T ransactions

Chapter 3 Manager Mode Transactions

Introduction

Administrators: Use the device configuration function to set up access to manager mode. You can configure a device to include one or more employee mode transactions while the device is in manager mode. For information about Employee mode transactions, see “Employee Mode Transactions” on page 39.

To perform transactions for employees (such as adding punches, or overriding restrictions), you must be enrolled in Workforce Dimensions as an employee with a Manager license.

Caution: Performing manager mode transactions can affect data that the device

has already sent to payroll for processing.

Access manager mode

Manager mode allows you to perform supervisory transactions (such as enrolling employees for biometric authentication, adding punches, or overriding schedule and punch restrictions). You can access manager mode (that is, the manager home page) in different ways, depending on how the host application is configured. Your administrator can configure the timeclock to open either your manager home page or your employee home page after you enter your credentials.

Administrators: You can use the host application to configure the Manager Logon soft key to immediately open the manager home page.

Community home page

There are two ways to access manager mode when the timeclock is configured to display the community home page.

Option 1

Access manager mode

Option 2

Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

Enter your password.

The manager home page opens.

Tap Manager Logon.

Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID.

Enter your password.

The manager home page opens.

Chapter 3 Manager Mode Transactions

Individual home page

There are two ways to access manager mode when the timeclock is configured to display the individual home page.

Option 1

Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. Your employee home page opens.

Tap Manager Logon.

Tap Enter ID and enter your badge ID.

Enter your password.

The manager home page opens.

Option 2

Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. The community home page opens.

Tap Manager Logon.

Tap Enter ID and enter your badge ID.

Enter your password.

The manager home page opens.

Biometric transactions: Kronos Touch ID Plus

If you are using the Kronos Touch ID Plus option, the Enroll Employee and Unenroll Employee transactions are available. These transactions also require some configuration in the host application. For details, see the device configuration online help.

Templat es

The Enroll Employee transaction creates a template for an employee’s finger. A template is a mathematical representation of a fingertip that is stored on the InTouch DX device, in an encrypted format. The fingerscan device uses a composite of three different images of an employee’s fingertip to create the

template. The Kronos Touch ID Plus technology does not store actual fingertip

images. Furthermore, the mathematical representations of the fingertips cannot be used to re-create the original images.

Each employee can enroll two fingers—a primary finger and, if required, a secondary finger. InTouch DX uses these templates to perform biometric verification or biometric identification when employees perform a fingerscan.

Biometric verification requires an employee to swipe a badge or enter a badge ID before scanning a finger. Biometric identification requires only a fingerscan.

Note: Biometric identification supports only home employees.

The fingerscan device can enroll a maximum of 5,000 employees and 10,000

templates. If you attempt to enroll an employee after this limit is reached, an error message appears.

To determine the current capacity of a device, run the Biometric report. See

“Biometric” on page 125.

Chapter 3 Manager Mode Transactions

Terminology

finger core

A finger contains a pattern of ridges, with typically one innermost ridge that curves in on itself, near the center. The fingerscan device uses the unique characteristics of a fingertip’s ridges to construct the template.

cuticle

finger core

arches (plain and tented)

loops (singular and twin)

Biometric transactions: Kronos Touch ID Plus

sensor

whorls and central pocket loops

Managers: Before you attempt to enroll employees, practice enrolling yourself

several times, and observe how finger placement, pressure, and moisture affect the scan results. Then enroll a small group of employees to familiarize yourself with the process. Keep future enrollment groups as small as practical.

Chapter 3 Manager Mode Transactions

cuticle in center of sensor

Place your finger on the sensor with your cuticle at its center.

Enroll or Re-Enroll Employee

Administrators: When an employee places a finger on the sensor, the timeclock displays a live image of the fingertip. The image helps the employee position the fingertip on the sensor to achieve a Good enrollment. You can, however, disable this feature and substitute a static image of a finger by using free-form XML. Access the Device Configuration page, and select General Settings > XML. For details, see the device configuration online help.

1. To enroll or re-enroll an employee for biometric validation, tap Enroll

Employee.

Biometric transactions: Kronos Touch ID Plus

2. To select the employee, use one of the following methods:

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

Note: If you select an employee who is already enrolled, the enrollment summary page opens.

The system directs the employee through the process.

Managers: If the employee is already enrolled, the system offers you the option of re-enrolling the employee’s primary or secondary finger.

Chapter 3 Manager Mode Transactions

Employee instructions

1. Tap the target (+) that corresponds to the finger you are enrolling. In order of preference, select your index finger, middle finger, or thumb. Enroll your ring

finger or pinky only if you cannot successfully enroll the other fingers. If you do tap the ring finger or pinky, a warning message appears; you can then

continue or change the finger.

Note: Ensure that your finger is clean, and not too dry.

2. To scan your finger:

a. Directly face the timeclock so that you can comfortably place your finger

on the sensor—without awkwardly extending your arm or hand.

b. Position your finger core above the center of the sensor.

c. Place your finger flat on the sensor. Do not twist, rotate, or slide your

finger while it is on the sensor. If your finger is positioned incorrectly, the system instructs you to reposition it for a successful scan.

Biometric transactions: Kronos Touch ID Plus

Note: If the system directs you to reposition your finger, do not slide the

finger into place. Rather, lift your finger from the sensor and then place the finger in the recommended position.

d. Apply firm, even pressure. If you apply too little pressure, the sensor

might not detect your finger. If you apply too much pressure, the image might be too dark. In either case, the enrollment can fail.

e. Hold your finger on the sensor until the image frame turns green, the LED

flashes green, and the timeclock emits a tone; then remove it.

Administrators: To disable the tone, access the Device Configuration page, and select General Settings > Display. Then, clear the Enable tone for response check box.

The system grades the scan quality as Good, Fair, or Poor, and prompts you to re-scan the same finger.

3. When instructed, re-scan the same finger. Repeat the process until you have

obtained three scans. The system uses the three images to create a single template.

The results pages for the three scans include the following information:

Parameter Description

Enrollment Good

Fair

Poor

Quality Score A measure of the useful data that the sensor detected in the

fingerscan. Some fingers have indistinct ridges, scars, or other characteristics that can lower the quality score. The system uses the following scale:

• Good: 60 or greater

• Fair: 40–59

• Poor: 39 or less

Threshold A measure of how closely an employee’s live fingerscan

must match the stored enrollment template. There are four threshold settings: High, Normal, Low, and None.

Chapter 3 Manager Mode Transactions

The results pages vary, depending on the enrollment score: Good, Fair, or Poor.

Good Enrollment

After a few seconds, this screen times out.

Fair Enrollment

Do one of the following:

•Tap Retry. Return to step 2. Re-scan the same finger, and try to achieve a Good enrollment.

•Tap Change Finger. Return to step 1 and select a different finger.

• If you have tried enrolling each finger, without achieving a Good Enrollment, tap Accept Best. Go to “Confirm Fingerscan.”

Biometric transactions: Kronos Touch ID Plus

Poor Enrollment

Note: A low Quality score might indicate that your finger is too dry. Moisten it

using the PreScan® fingertip enhancer pad.

Do one of the following:

•Tap Retry. Return to “Capture Fingerscan.” Re-scan the same finger, and try

to achieve a Good enrollment.

•Tap Change Finger. Return to “Select Finger to Enroll” and select a different

finger.

• If you have tried enrolling each finger, without achieving a Good Enrollment,

tap Accept Best.

Chapter 3 Manager Mode Transactions

If you tap Continue, and thereby accept a Poor enrollment, you can use only biometric verification or biometric identification with badge ID at the timeclock. That is, you must first swipe a badge or enter a badge ID before scanning the finger that you enrolled. Go to “Confirm Fingerscan.”

For more information, see “Biometric identification with badge ID.”

Confirm Fingerscan

At the Confirm Fingerscan screen, re-scan the same finger that you used in the Capture Fingerscan step. The biometric device compares the previously captured

fingerscan image (or template) with your current live fingerscan.

The following sections describe the possible results of the enrollment test.

Accepted

If you have enrolled only a primary finger, the system prompts you to enroll another, secondary finger. Tap Enroll Secondary Finger, and repeat steps 1–n for the secondary finger.

Biometric transactions: Kronos Touch ID Plus

Tap one of the following:

• Ye s: Return to “Select Finger to Enroll,” and select another finger.

• No: The enrollment process is completed.

Failed

Do one of the following:

•Tap Retry. Return to step 2. Re-scan the same finger, and try to achieve an

Accepted enrollment test.

•Tap Change Finger. Return to step 1 and select a different finger.

Managers: If the employee fails the enrollment test three consecutive times, on a timeclock that is configured for biometric verification, the system prompts you to change the threshold, or ask the employee to enroll a different finger.

Note: The employee should first attempt to successfully enroll any finger, by

tapping Change Finger, before you consider lowering the threshold.

A lower threshold—Normal or Low—allows a wider variance between the enrollment template and the live fingerscan. This adjustment increases the chance that the device will accept the employee’s test results—but it also increases the

chance that the device will incorrectly accept another employee’s fingerscan.

Furthermore, if you lower the threshold from High, these templates will be

ineligible for biometric identification—but they can be used for biometric verification or biometric identification with badge ID. If you set the threshold to

None, the device will always accept the employee’s test result, regardless of its quality. When you lower the threshold setting at this screen, it applies to the current employee only.

Chapter 3 Manager Mode Transactions

Biometric identification with badge ID

Biometric identification with badge ID is designed for employees who attempt to enroll for biometric identification, but whose fingerscans are consistently Poor.

The “Biometric identification with badge ID” feature thus allows organizations to use InTouch devices for biometric identification for the majority of its employees—that is, those employees who achieve Good or Fair enrollments can identify themselves by using a fingerscan only. For those few employees who can only achieve Poor enrollments, this feature permits them to use the device by swiping a badge (or entering the badge ID) and then scanning a finger.

Managers: After you complete the enrollment process for an employee, the system prompts you to enroll another employee.

Re-enroll employee

Managers: You can re-enroll an employee whose enrollment scores are unsatisfactory. In this example, the employee is re-enrolling the secondary finger, which achieved only a Fair enrollment.

1. Tap Enroll Employee.

2. Swipe the employee’s badge or enter the badge ID and tap Enter.

3. Tap Ye s .

4. Tap Secondary. The check mark indicates the primary finger that the employee enrolled.

5. Instruct the employee to select any other finger as the secondary.

6. Go to “Capture Fingerscan” to continue the enrollment process.

Troubleshooting

Result Possible cause

Dark image You are applying too much pressure.

Biometric transactions: Kronos Touch ID Plus

Your finger is too moist.

Your finger is not clean.

The sensor is not clean. Wipe the sensor with a soft cloth dampened with water or diluted dishwashing liquid. Let the

sensor dry before resuming enrollments. Do not use

disinfectant wipes, alcohol, or abrasive cleaners on the sensor.

Screen reads “Press harder.”

Unenroll Employee

The Unenroll Employee transaction removes an employee’s template from the timeclock. It revokes the employee’s ability to punch using a fingerscan.

You are not applying enough pressure.

Your finger is too cold. Fingers that are at room temperature scan best. Rub your hands together.

Your finger is too dry. Use the PreScan® fingertip enhancer pad or apply hand moisturizer.

Chapter 3 Manager Mode Transactions

1. To start, tap Unenroll Employee.

2. To select the employee, use one of the following methods:

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

Note: If you select an employee who is not yet enrolled, you have the option to enroll the employee.

3. You are prompted to confirm your action. Tap Unenroll.

4. After successfully unenrolling the employee, you are prompted to unenroll another employee.

Standard transactions

Standard (or local) transactions use information that is stored in the timeclock. The following standard manager transactions are included with the InTouch DX.

The instructions for all manager mode transactions assume that you are already in manager mode.

Add Punch

Standard transactions

Use the Add Punch transaction to add a missing punch for an employee, or to edit punch information. You cannot change the date or time of an existing punch. However, you can delete the punch (see “Delete Punch” on page 76) and then add a punch with a new date or time.

You can perform this transaction for 29 days before or after the current date, which is considered day 0.

1. Tap Add Punch.

2. To select the employee, use one of the following methods:

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

3. Select the date.

4. Select the time.

Chapter 3 Manager Mode Transactions

Note: Midnight (enter as 00:00) is the first minute of a day; 11:59 P.M. (enter as 23:59) is the last minute of a day.

5. (Optional) Select a comment code.

6. Depending on how your system is configured, you can make selections from one or more transfer-related fields. For example:

– Business Structure

– Pay Cost Center

–Work Rule

–Project

– Department

– Work Order

7. Tap Submit. If accepted, a confirmation message appears. Depending on the system configuration, you have the option of performing the View Employee Timecard or View Employee Schedule transactions.

Delete Punch

Use the Delete Punch transaction to delete an improperly entered employee punch. You can enter a date up to 30 days before or after the current date.

1. Tap Delete Punch.

2. To select the employee, use one of the following methods:

3. Select the date.

4. Select the time.

5. (Optional) Select a comment code.

6. Tap Submit. If successfully deleted, a confirmation message appears.

Manage Bell

Standard transactions

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

Depending on the system configuration, you have the option of performing the View Employee Timecard or View Employee Schedule transactions.

If the timeclock is connected to a bell, organizations can schedule the bell to ring at specific times, such as the start of a break. Bell schedules include primary bells and optional warning bells. Primary bells signal the start of a transaction; warning

bells signal the approach of a transaction (for example, the start of a shift).

Administrators: To configure bell schedules, including the following parameters, access the Device Configuration page, and select Bells & Gates > Bells.

Chapter 3 Manager Mode Transactions

Ring Bell

To ring the bell at unscheduled times (such as during an emergency):

1. Tap Manage Bell.

2. From the Duration Seconds menu, select the duration.

3. Tap Ring Bell.

Silence Bell

To either prevent the bell from ringing as scheduled (for a specified duration), or to silence a bell that is ringing:

1. Tap Manage Bell.

2. From the Duration Seconds menu, select the duration. If you enter 0, the bell is silent for an indefinite period.

3. Tap Silence Bell.

Note: To revert the silencing of the bell so that it will ring, as scheduled,

perform this transaction again and specify a duration other than 0.

View Bell Times

To view the bell schedules downloaded to the timeclock:

1. Tap Manage Bell.

2. Tap View Bell Times. The information includes:

– The days and times that the primary bell rings.

– The length of time that the primary bell rings.

– The length of time before the primary bell rings that the warning bell

– The length of time that the warning bell rings.

rings.

Manage Gate

Administrators: You can connect a timeclock to a door latch, to control employee access to a locked building or room. To do the following, access the Device Configuration page, and select Bells & Gates > Gates.

• Configure the timeclock to accept gate entry punches from home employees

only, or all employees.

• Connect a remote badge reader to a device that is configured for gate entry.

You can install the reader outside the door to the building that houses the device. The default transaction for the reader is Enter Gate.

Standard transactions

• Configure the device to interpret a badge read as either of the following:

– Entry only—Set up a soft key to perform this transaction.

– Entry and a simple in-punch or out-punch for a shift—The punch can also

be subject to schedule enforcement and biometric verification or identification.

• Set up the gate schedules for a device. A gate open schedule is a period when

a door is unlocked, and employees can access an area without swiping their

badges. A gate off schedule is a period when the gate remains locked, even if

an employee performs a transaction that would otherwise unlock the gate.

Override Gate for All

Opens a door for all employees for a specified time span—without requiring them to swipe a badge. This feature is useful when you are not restricting access to an area.

Chapter 3 Manager Mode Transactions

Note: If a gate is already overridden for an employee, this transaction cancels that override and replaces it with the current one.

1. Tap Manage Gate.

2. Tap Override Gate for All.

3. Enter the duration of the override, in minutes. Maximum amount: 10,080 (or 7 days).

4. Tap Override. The door unlocks to allow unrestricted entry. The status of the override appears on the screen. Tap it to view the employees who have active overrides.

5. (Optional) To cancel the override and restore the gate schedule, tap Cancel Override. A confirmation message appears.

Override Gate for Employee

Opens a door for a specific employee. This feature is useful when the timeclock cannot read an employee’s badge, or when the employee has forgotten the badge.

1. Tap Manage Gate.

2. Tap Override Gate for Employee.

3. Swipe the employee’s badge or enter the badge ID.

4. Enter the duration of the override, in minutes. Maximum amount: 10,080 (or 7 days).

5. Tap Override. The door unlocks to allow the employee to enter.

6. (Optional) To cancel the override for this employee, tap Cancel Override. A confirmation message appears.

View Gate Times

To view the gate schedules downloaded to the timeclock:

1. Tap Manage Gate.

2. Tap View Gate Times. A summary of the gate open and gate close schedules

appears.

Override Global Home

Administrators: For information about punch interpretation rules, see the device configuration online help.

Standard transactions

Use this transaction to override schedule and punch restrictions for home employees when unusual circumstances occur. For example, if there is inclement weather, this feature enables home employees to punch out early.

1. Tap Override Global Home.

2. Tap the Duration Hours text box.

3. Enter the duration of the override (use the hh:mm format). The maximum

value is 99:59. Tap Enter.

4. Tap Enable Override.

Note: After a successful override, a summary page opens. To disable the override, tap Disable Override.

Chapter 3 Manager Mode Transactions

Override Global Non-Home

Use this transaction to temporarily or indefinitely allow non-home employees to punch at restricted times. For example, this feature enables non-home employees to punch out early because of inclement weather.

1. Tap Override Global Non-Home.

2. Tap the Duration Hours text box.

3. Enter the duration of the override (use the hh:mm format). The maximum value is 99:59. Tap Enter.

4. Tap Enable Override.

Note: After a successful override, a summary page opens. To disable the override, tap Disable Override.

Override Single Home Employee Restriction

When unusual circumstances occur, use this transaction to override schedule and punch restrictions for a specific home employee. For example, you can allow an employee to start or leave work earlier than scheduled.

1. Tap Override Single Home Employee Restriction.

2. To select the employee, use one of the following methods:

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

Standard transactions

– Search by employee name.

– Browse the employee list.

3. Enter the number of credits (99 or fewer).

4. Enter the duration of the credit, in days.

5. Tap Submit. If the override is accepted, a confirmation message appears. You

have the option to select another employee and perform the same transaction.

Chapter 3 Manager Mode Transactions

Override Single Non-Home Employee Restriction

Use this transaction to enter a punch for a non-home employee when there is a Global Restriction in effect. You can perform this transaction for several employees in succession.

1. Tap Override Single Non-Home Employee Restriction.

2. Swipe the employee’s badge or enter the badge ID and tap Enter.

3. Swipe the next employee’s badge or enter the badge ID and tap Enter.

4. Continue in this manner until you have included all of the appropriate employees.

Override Schedule

This transaction allows managers to modify an employee’s schedule from the timeclock—without needing to use the host application. The host application validates these revisions against the punch interpretation rules that apply to the employee. If the changes are accepted, the revised schedule is saved to the host application database. The host application then sends the revised schedule back to the timeclock, which accepts or rejects the punches.

1. Tap Override Schedule.

2. To select the employee, use one of the following methods:

Standard transactions

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

Note: If configured to override the schedules of non-home employees, you cannot search by employee name, or browse the employee list.

You can add, edit, or delete a shift for the employee you selected.

Chapter 3 Manager Mode Transactions

Add shift

1. Tap Add Shift.

2. Enter the following information:

–Start Date

– Start Time

–End Date

–End Time

– Paycode

– Comment Code (optional)

3. Tap Add Shift. If the override is accepted, a confirmation message appears.

Edit shift

1. Tap Edit Shift. A list of all of the shifts for the current date appears.

2. Do one of the following:

Delete shift

– Tap the appropriate shift.

– To views shift on a different day, tap Select Date, choose the day, and

then tap the appropriate shift.

3. Tap Select.

4. Edit one or more of the parameters.

5. Tap Submit. If the override is accepted, a confirmation message appears.

1. Tap Delete Shift. A list of all of the shifts for the current date appears.

2. Do one of the following:

– Tap the appropriate shift.

– To views shift on a different day, tap Select Date, choose the day, and

then tap the appropriate shift.

3. Tap Select.

4. (Optional) Select a comment code.

5. Tap Submit. If the override is accepted, a confirmation message appears.

View Biometric Template Reports

Displays a list of some or all of the biometric templates that are stored in the biometric device.

To start, tap View Biometric Template Reports.

Standard transactions

Templates with Problems

By default, the transaction displays templates with problems (if any), such as low quality or content scores.

All Templates

To view a list of all of the templates, including any problematic ones, tap All Tem pla te s.

Filter

To view a list of templates sorted by one or more criteria:

1. Tap Filter.

2. Select the search criteria, and tap Apply.

Chapter 3 Manager Mode Transactions

Note: For details about these terms, see “Biometric transactions: Kronos

Touch ID Plus” on page 61.

View Employee Information

1. To display a set of data for a specific employee, tap View Employee Information.

2. To select the employee, use one of the following methods:

– Swipe the employee’s badge.

– Enter the employee’s badge ID.

– Search by employee name.

– Browse the employee list.

The information that appears includes the punch interpretation rule, the date and time of the last punch, and whether the employee is enrolled in biometric validation.

View On or Off Premises Employees

Use the View On or Off Premises Employees transaction to view a list of home employees (that is, those who are assigned to this timeclock) who are currently on or off the premises.

1. Tap View On or Off Premises Employees.

2. Tap the search icon. A list of home employees appears.

3. To view only the employees who are on the premises, or only those who are

off the premises, tap the appropriate button.

Standard transactions

Chapter 3 Manager Mode Transactions

Chapter 4

Maintenance Mode Functions

Chapter 4 Maintenance Mode Functions

Introduction

Maintenance mode allows you to display technical information about the InTouch DX, perform configuration tasks, and execute diagnostic tests. These tests can help you troubleshoot hardware malfunctions.

Important: The application software for the device resides on the SD (Secure Digital) card, which is in the unit. Copying or altering the SD card voids your warranty.

Initial setup and configuration

The procedure for setting up and configuring a newly installed InTouch DX can vary, depending on which options are installed and which features your organization is using.

Some configuration tasks, such as defining which transactions users can perform at the timeclock, require you to use the device configuration settings in the host application. In addition, many of the settings that you configure on the timeclock must match the corresponding settings in the host application. These settings are identified throughout this chapter. For more information, see the device configuration online help.

Initial setup and configuration

Chapter 4 Maintenance Mode Functions

Launch Quick Setup

When a new InTouch DX powers up, the Launch Quick Setup feature guides you through the initial setup process.

Note: If the device times out during the initial setup, you can re-access maintenance mode in three ways: use a Maintenance badge; use the tools menu on the front of the timeclock; or use the maintenance mode button. If you have not yet created a maintenance mode password, enter the default password (115190), when prompted. For details, see “Access maintenance mode” on page 99.

Step 1: Pick Language

1. Select the language.

2. Tap Next, Set Maintenance Mode Password.

Step 2: Maintenance Mode Password

Note: Even if you do not require users to enter a password to access maintenance

mode, you must change the default password (115190) to a new value. That is, you cannot set a blank password.

By default, you are required to create a strong password to access maintenance mode. Strong passwords require at least eight characters, including one uppercase letter, one lowercase letter, one digit, and one special character (, . / \ + -). If strong passwords are required, but a user creates a password that does not meet the criteria, the system rejects it.

This setting also applies to the passwords required to remotely access the timeclock using a VNC viewer or SSH viewer.

1. Enter the Password.

2. Select the Password Strength:

–Strong

–Weak

3. To require users to enter this password when they swipe a Maintenance badge,

enable Require Password with Badge.

4. Tap Next, Add Device ID.

Step 3: Add Device ID

Launch Quick Setup

1. Enter the ID.

2. Enter the Password.

3. Tap Next, Connect to Local Network.

Step 4: Select Network

Ethernet

1. Tap Ethernet.

2. Do one of the following:

–Tap Static IP. Go to the next step.

–Tap DHCP. Go to step 4.

Chapter 4 Maintenance Mode Functions

3. Complete the following fields:

– IP Address: Enter the IP address for this timeclock.

– Subnet Mask: Enter the IP address for the sub-network.

– Gateway Address: Enter the gateway IP address.

– Primary DNS: Enter the IP address for the primary DNS server.

4. Tap Save Configuration.

5. Tap Next, Connect to Dimensions.

Wi-Fi

1. Tap Wi-Fi.

2. Do one of the following:

– Select a network. Go to step 6.

–Tap Add Network. Go to the next step.

3. Enter the SSID.

4. Select the type of Security.

5. Tap Add Network.

6. EAP Method.

7. Phase 2 Authentication.

8. CA Certificate

9. Identity

10. Anonymous Identity

11. Password

12. Tap Save Configuration.

13. Tap Next, Connect to Dimensions.

Proxy Server (Optional)

1. Tap Proxy Server (Optional).

2. Complete the following fields:

– Host Name: Enter the IP address of the proxy server.

– Port: Enter the port number.

– Proxy Type: Select HTTP-Connect or SOCKS5.

3. To add a username, tap Add Username and complete the Username and

Password fields. Otherwise, go to the next step.

4. Tap Save Connection Setting.

5. Tap Next, Connect to Workforce Dimensions.

Step 5: Connect to Server

1. Enter the Server Name.

2. Enter the Tenant Identifier.

Launch Quick Setup

3. Enter the Port number.

4. Indicate whether HTTPS is enabled.

5. Tap Next, Test Connectivity. If successful, a configuration summary appears.

If unsuccessful, the system provides troubleshooting suggestions.

Complete the setup

Use the host application to complete the following tasks (for details, see the device configuration online help).

• Add the timeclock to your system configuration, and assign it to a device

group.

• Test the communication between the host application and the timeclock.

• Define the transactions (in employee mode and manager mode) that users can

perform at the timeclock.

Chapter 4 Maintenance Mode Functions

• Define which type of data to download from the host application to the timeclock (for example, activity codes, paycodes, and so on).

• Download or initialize the timeclock with the configuration that you defined in the device configuration settings.

Access maintenance mode

There are three ways to access maintenance mode, as described in the following sections.

Note: To exit maintenance mode, press the Home icon on the front of the timeclock; the timeclock reverts to employee mode. If the timeclock is idle for 45 seconds without any input from a user, it automatically exits maintenance mode and reverts to employee mode.

Use a Maintenance badge

Note: Some InTouch DX configurations do not ship with a Maintenance badge.

Swipe the Maintenance (“M”) badge within two inches of the target area. Depending on how the timeclock is configured, the system prompts you for a password.

Chapter 4 Maintenance Mode Functions

Use the tools menu

Press the tools menu icon on the front of the timeclock (below the home icon), and tap Maintenance Mode. Enter the maintenance mode password, and tap Enter.

Use the maintenance mode button

1. Use the security wrench that was supplied with the InTouch DX to loosen the screws on the sides of the timeclock. By design, the screws remain attached to the mounting bracket.

100

Kronos 8610K007 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Contents

Overview

Introduction

How InTouch DX works

How the timeclock operates with the host application

Cross-punching

Modes of operation

InTouch DX features

Schedule enforcement

Default transactions

Transaction persistence

Soft key schedules

Language support

Badges

Integrated badge readers

Remote badge readers

Navigation

Gesture support

Home page

Home and Menu keys

Alphanumeric keypad

Calendar

Customize the user interface

Logo

Screen saver

Scrolling messages

Employee photos

Employee Mode T ransactions

Introduction

Access your employee home page

Community home page

Individual home page

Smart Landing

Biometric scanning

Standard transactions

Add Missed Punch

Add Transfer

Edit Paycode

Enter Gate

Enter Tips

Request Time-Off

Review Punches

Review Timecard

View Attendance Balance

View Punch Status

Smart View transactions

Edit Paycode (Smart View)

Message Center (Smart View)

Move Paycode (Smart View)

Request Open Shift (Smart View)

Request Shift Swap (Smart View)

Respond to Shift Swap Request (Smart View)

View Accruals (Smart View)

View My Time (Smart View)

View Schedule (Smart View)

View Timecard (Smart View)

View Totals (Smart View)

Manager Mode T ransactions

Introduction

Access manager mode

Community home page

Individual home page

Biometric transactions: Kronos Touch ID Plus

Templat es

Terminology

Enroll or Re-Enroll Employee

Unenroll Employee

Standard transactions

Add Punch

Delete Punch

Manage Bell

Manage Gate

Override Global Home

Override Global Non-Home

Override Single Home Employee Restriction

Override Single Non-Home Employee Restriction