Lathem PC60 User Manual

THIS EQUIPMENT COMPLIES WITH FCC REQUIREMENTS
PURSUANT OF PART-15
This device complies with Part 15 of the FCC Rules. Operation is subject to the following two 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.
WARNING: Changes or modifications to this product not expressly approved by the party responsible for compliance could void the user’s authority to operate this equipment. NOTE: This equipment has been tested and found to comply with the limits, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a business installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the following measures:
- Reorient or relocate the receiving antenna.
- Increase the separation between the equipment and receiver.
- Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
- Consult the dealer or an experienced radio TV technician for help.
This Class A digital apparatus complies with Canadian ICES-003.
Cet appariel numerique de la classe A est conforme a la norme NMB-003 du Canada.
Lathem Time Corporation
200 Selig Drive, SW
Atlanta, Georgia USA 30336
(800) 241-4990
(404) 691-0400
www.lathem.com
Copyright © 2013 Lathem Time Corporation. All rights reserved.
Revised 6-24-2013 Document Number: USG0095C
CONTENTS
QUICK START STEPS .................................................................................. IV
PACKAGE CONTENTS ................................................................................... 5
SYSTEM REQUIREMENTS ........................................................................... 6
INSTALL THE PAYCLOCK SOFTWARE ......................................................... 7
INSTALL THE USB TERMINAL MANAGER SOFTWARE ............................. 9
SETTING UP A MULTI-USER SYSTEM .................................................... 15
ENABLE THE MULTI-USER FEATURE .................................................. 15
OPTIONAL USB TERMINAL ONLY INSTALLATION ........................... 16
MOUNTING THE PC60 ................................................................................. 20
USING THE PC60 ........................................................................................... 23
USING THE PAYCLOCK SOFTWARE ...................................................... 24
SETTING UP YOUR TERMINAL ................................................................ 58
HARDWARE TROUBLESHOOTING ......................................................... 59
SOFTWARE TROUBLESHOOTING........................................................... 61
APPENDIX A - PAYCLOCK CLIENT INSTALLATION IN A MULTI-
USER SYSTEM ............................................................................................... 62
APPENDIX B - INTEGRATING PAYCLOCK WITH QUICKBOOKS ... 64 APPENDIX C - PAYCLOCK CLIENT SOFTWARE WAN
INSTALLATION ............................................................................................. 66
Copyright © 2013 Lathem Time Corporation. All rights reserved. Reproduction of this document in whole or in part is strictly prohibited. This document may contain typographical or copy errors. PayClock, Lathem, the Lathem logo, and all other Lathem product names mentioned in this document are registered trademarks of Lathem Time Corporation. All other products, brand names, or company names mentioned in this document are properties and trademarks or registered trademarks of their respective companies.
Quick Start Steps
Verify the contents of your system. (For more detailed information turn to page
6.)
Install the PayClock Software. (For more detailed instructions turn to page 9.)
Important Notes
Make sure your screen saver is not showing before inserting the installation CD’s.
Open and close the CD-ROM drawer if the CD is not recognized when inserted.
Verify your computer meets the Minimum System Requirements listed in
this User Guide, turn to page 8.
Install the USB Terminal Manager Software. (For more detailed instructions turn to page 11.)
Note: To install the USB terminal on a different computer:
First install the PayClock software on the computer where you will run PayClock.
Next install the USB Terminal Manager software on the computer where you will connect the USB terminal.
Carefully follow each step of these instructions for a trouble­free experience.
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Open the PayClock software by clicking on the PayClock Icon. The default password is lathem. (For more detailed instructions turn to page 31.)
Click Setup Now from the Get Started window to configure PayClock. (For more detailed instructions turn to page 34.)
Add employees using the Employees button under the Setup tab.
To add a new employee, click New and then enter the employee data.
(For more detailed instructions turn
to page 39).
PC60 & Finger Sensor or Remote Finger Sensor
You are now ready to enroll your employee’s fingerprints. (For more detailed instructions turn to page 44).
PC60
You are ready to start using your PayClock system..
Connect the USB cable from the USB terminal to your computer when prompted to install the required software drivers. (For more detailed instructions turn to page 12.)
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P A Y C L O C K U S E R ’ S G U I D E
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Welcome
Purpose of this User’s Guide
The purpose of this user’s guide is not meant to be a complete
manual for the product. It is a quick reference to get you started. Please refer to the PayClock Help for detailed product information, setup guidance, and operation information.
Product Overview
Reliability, functionality and ease of use are trademarks of the PayClock software and terminals. The PayClock software and terminals are the ideal solution for businesses that want to track employee time and automate payroll.
Included in this package is the PayClock and USB Terminal Manager software, which you will use to manage data and the USB terminal.
PayClock Proximity Terminal - PC60
The PayClock Proximity Time System is “real-time”. This means that when an employee punches In or Out the punch is added to the database at that time; no polling of the terminal is needed.
The PC50/PC60 utilizes a proximity badge system, meaning that employees will punch in and out by presenting a badge in front of the terminal’s sensor. The PC50/PC60 also offers a backlit LCD screen to display important attendance information. Upon receiving a punch, the screen will display the employee’s name, In/Out status, and total hours worked for the pay period. You may also elect to add custom text and audio messages to play for individual (or all) employees.
IMPORTANT
The USB terminal (TS100, PC60, PC60with Finger Sensor or TSRFS) must be connected to the computer and the computer must be powered on for the unit to be operational. The USB Terminal will stop functioning if it is unplugged from the computer.
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Increased employee capacity Customized reporting options
Customized export options Multi-user capabilities
Features and Specifications
Simple proximity badge system to clock in and out. Instant identification eliminates buddy punching (PC60 with
Wall Mount Finger Sensor or Remote Finger Sensor).
Capable of playing audio and displaying text messages. Connects to the computer through a single plug-n-play USB
cable, which also provides power to the unit.
Real-time system requires no polling. Comprehensive support agreements minimize technical
difficulties
Numerous accessory options to enhance the functionality.
Upgrades
If you find that you need to accommodate more employees in your system or if you would like enhanced software capabilities, consider purchasing a software upgrade for your system. A number of accessories are offered to further enhance your PayClock system.
Upgrading is as easy as visiting http://shop.lathem.com or open PayClock and click on the PayClock orb in the upper left corner and select Upgrade PayClock. Then select the options you would like to purchase and download your software upgrade. Options are instantly activated upon receipt of online payment.
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Accessories
A number of accessories are offered to further enhance your PayClock system. Visit http://shop.lathem.com to purchase additional accessories like the ones listed below.
Badges Badge Racks Fingerprint Sensor attachment Annual Support Agreements
Getting Help
The purpose of this user’s guide is not meant to be a complete
manual for the product. It is a quick reference to get you started. Please refer to the PayClock Help for detailed product information, setup guidance, and operation information.
You can access the help desk and answers to your issues in a number of different ways. In addition to resources within the PayClock software, assistance may be accessed online, via email, via telephone, or through your dealer. Don’t forget annual support contracts are also offered.
PayClock Help
The PayClock Help allows you to search through an index of help topics to locate the answer you need. To launch the Help, click the Help button on the ribbon bar.
Troubleshooting
For answers to Frequently Asked Questions, refer to the Troubleshooting sections of this User Guide on page 68 and 72.
Online and Email Support
Lathem.com provides access to numerous support resources that will allow you maximize your use of PayClock. Help may be accessed by visiting the following link:
http://support.lathem.com
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On the Support page, you may also submit a question through our online knowledgebase and one of our technicians will respond to your inquiry within 24 hours. Email support is free to all registered users.
Telephone Support
The help desk is available between the hours of 8am and 7pm Monday through Friday. Please call (800) 241-4990 to speak with our help desk. You will receive free technical support for the first 30 days after your initial call. After that period, you may purchase an Annual Support Agreement which will cover all calls for one year or you may pay a per-call fee.
Annual Support Agreements
Annual support contracts are designed to keep your terminal and PayClock software working seamlessly. For a single annual fee, your Support Agreement offers the following advantages:
Unlimited toll-free telephone support (versus a per-call fee)
and priority status for calls
Unlimited access to the extensive library of web-based tips
and FAQs
Free software updates and version upgrades during the
Support Period, giving you free access to the most current software features
Quick exchanges for damaged or broken terminal, thereby
reducing downtime
Extended parts and labor warranty helps you to save money
on repairs needed after the regular product warranty has expired
To learn more about annual support contracts and to make a purchase, contact us at (800) 241-4990 or visit
http://www.lathem.com/support/support-plans.aspx
P A Y C L O C K U S E R ’ S G U I D E
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Tape Measure
Pencil
Philips Head
Optional-Power
Package Contents
Please verify that your package includes ALL of the following items. If your package is missing an item, please call the help desk at 1-800­241-4990.
PayClock Proximity Terminal - PC60
Recommended Installation Tools (PayClock Proximity Terminal)
Screw Driver
Drill & Drill Bits
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System Requirements
You must verify that your system meets ALL of the minimum requirements listed below in order to run PayClock on your computer. Do not install the software if your system does not meet these minimum requirements!
Requirements:
Processor: 1 GHz or higher Operating System: Microsoft Windows 32-Bit or 64-Bit
XP - SP2 or later Vista Windows 7 or 8 Server 2003 or 2008 (Standard or Enterprise Edition)
Memory: 1 GB of RAM or higher Hard Disk Drive: Up to 450 MB free disk space; up to 1 GB
if the .NET framework is not installed
Display: 1024x768 or higher resolution CD-ROM Drive: Required Internet: 56 Kbps (broadband recommended for online
features/services)
Printer: Any printer compatible with Windows XP SP2 or later Network Interface: Network adaptor configured for TCP/IP
connected to a switch on LAN network.
Additional Software:
Microsoft .Net 3.5 SP1 (included in the installer) Internet Explorer 7.0 or later
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Install the PayClock Software
The PayClock install loads the client and server application as well as your database.
CAUTION: Before proceeding with your PayClock installation, verify that your PC meets ALL of the System Requirements listed on page 8!
Standard Install
Follow these instructions for these scenarios whether it is a new install or an upgrade:
You want PayClock to only run on one computer.
-or-
You want to install the PayClock Server in multi-user system
(The multi-user license must be activated if you wish to access the PayClock software from different computers on your network. Additional license fees may apply. You will have to register your PayClock software first in order to activate the multi-user license.)
Run the PayClock Setup Program
Go to the computer where you want to install PayClock. Make sure your screen saver is not showing before inserting
the PayClock CD.
XP|Vista|Windows 7|Server 2003|Server 2008
Insert the PayClock CD into your computer’s CD-ROM
drive. Note: Click Allow or Yes at the User Account Control confirmation window.
The Setup program should run automatically. If not, follow
the steps below.
Click Start | My Computer or Computer. Double click on the drive that contains the PayClock
installation CD.
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Windows 8
Click the message “Tap to choose what happens on the
disk.”.
Select Run Setup.exe. Note: Click Yes at the User Account
Control confirmation window.
Follow the Setup Steps
It may take the install a few minutes to start, please be
patient.
From the Install PayClock window click on Next. Read the License Agreement and select I accept the terms
of the license agreement and Next to move forward.
The Standard Install (Recommended) will be selected, click
Next to continue.
At the Ready to Install screen, click Next. At the Server Summary screen click the Print button, this data
may be needed at a later time. Click Next to move forward.
At the Installation Complete screen click Finished.
Open PayClock
After installing, you can run PayClock by clicking its icon.
The default log in is Admin with the password ‘lathem’.
PayClock Product Registration
From the Getting Started window, register PayClock via the
Internet or phone. You must register within 30 days of installing the software. Note: You cannot activate the multi­user license until you register PayClock.
Purchase Features
Contact the help desk by calling 1-800-241-4990 or visit
http://shop.lathem.com to purchase accessories and software
modules.
Options include employee capacity upgrades, multi-user,
long-reach cables, additional badges, badge racks and more.
Continue to the USB Terminal Manager installation
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Install the USB Terminal Manager Software
The USB Terminal Manager install loads the client application and drivers for the selected USB terminal. Follow these instructions for this scenario:
Run the USB Terminal Manager Setup Program
Only run the USB Terminal Manager Setup program if you
use a TS100, TS-RFS, PC60or PC60with TS-WFS terminal which communicates using a USB cable.
Make sure your screen saver is not showing before inserting
the CD.
XP|Vista|Windows 7|Server 2003|Server 2008
Insert the USB Terminal Manager CD into your
computer’s CD-ROM drive. Note: Click Allow or Yes at the User Account Control confirmation window.
The Setup program should run automatically. If not, follow
the steps below.
Click Start | My Computer or Computer. Double click on the drive that contains the PayClock
USB Terminal Manager installation CD.
Windows 8
Click the message “Tap to choose what happens on the
disk.”.
Select Run Setup.exe. Note: Click Yes at the User Account
Control confirmation window.
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Follow the Setup Steps
It may take the install a few minutes to start, please be
patient.
From the USB Terminal Manager installation window click
on Next.
At the Choose Terminal selection window, select the USB
terminal that will be connected to the computer and then click Next to move forward.
At the Ready to Install screen, click Next.
Device Driver Installation - Windows XP
This window will display 2 times with the options “Continue
Anyway” or “Stop Installation”, be sure to select Continue Anyway. Note: The device drivers for the terminal will not
be installed if you select Stop Installation.
Connect the PayClock USB terminal to the Computer
Connect the USB cable coming from the PayClock USB
terminal to an available USB port on your computer when prompted. See example below.
Do not click Next, wait for the drivers to be loaded
automatically.
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Note:
Up to 1 minute may pass before the message displays, please be
patient.
The computer will automatically begin installation of the
required software drivers. Follow these instructions to successfully complete the installation of the software drivers.
Windows XP - Install the USB Drivers
These two software drivers must be installed for the PayClock USB terminal to operate properly: TUSB2136 Firmware Loader and Lathem TouchStation LCD/LED USB Device.
NOTE about USB terminals using a Finger Sensor
A third driver (U.areU. 4000B) will load automatically if the PayClock USB terminal has a fingerprint reader.
Two separate “Found New Hardware Wizards” will appear in
succession. You must complete both Wizards. Please note that it may take up to one minute for each Wizard to automatically appear. Please be patient.
After successfully connecting the PayClock USB terminal to
your computer the message, “Found New Hardware” will
show in the Notification Area with the USB icon .
The “Found New Hardware Wizard” will display. Select
No, not this time” and click “Next >”.
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Important:
Do NOT
select “STOP Installation” or
your terminal will not
operate!
Note:
Up to 1 minute may pass before the message displays, please be
patient.
Select “Install the software automatically
(Recommended)” and click “Next >”.
When the driver is located, this message will display. Click
Continue Anyway”.
Click Finish to complete the process of loading the first
driver.
Another “Found New Hardware Wizard” will display.
Select “No, not this time” and click “Next >”.
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Important:
Do NOT
select “STOP Installation” or
your terminal will not
operate!
Select “Install the software automatically
(Recommended)” and click “Next >”.
When the driver is located, this message will display. Click
Continue Anyway”.
Windows Vista, Windows 7 or Windows 8 USB Drivers
Please note that it may take up to one minute or more for the drivers to be automatically installed. Please be patient.
Click Finish to complete the process of loading the second
driver.
Following the completion of installing the drivers, the
PayClock USB terminal should light up, displaying the current time and date.
After successfully connecting the PayClock USB terminal to
your computer the message, “Found New Hardware” will
display.
After the drivers are automatically installed, a message will
display notifying you the drivers have successfully installed.
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Complete the Installation
The Installation Complete window will display after the
drivers are loaded, click Finished to complete the installation and reboot the computer if prompted.
The USB Terminal Manager icon will display in the
notification Area with Device Connected.
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Setting up a Multi-User System
PayClock is by default a single user system. You must purchase and enable the multi-user feature in order to access PayClock from other computers on your network.
Note: You must register your PayClock software before enabling the Multi-User feature even if you have already paid for the feature. After registering PayClock, call the help desk for a feature un-lock code.
What is the difference between a Single User and Multi-User system?
With a single user system users cannot access the PayClock from different computers on the network. With a multi-user system other users can have the PayClock client installed on their computers and access PayClock across the network.
Enable the Multi-User Feature
Open the PayClock software. Click on the PayClock orb in the upper left hand corner and
select Upgrade PayClock.
The Feature Wizard will open, click Next. At Number of Users select Multi-user. Click Next if you wish to demo the feature, click Finish.
This will activate the feature for a 30 day trial.
If you wish to purchase the feature select Purchase the
selected feature and click Next.
Enter your credit card information and click Process
Payment.
Your system will now be a multi-user system; you can install
the PayClock client on other computers and access PayClock across the network.
See the PayClock Help for detailed information on setting up additional PayClock users.
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Optional USB Terminal only Installation
These instructions identify how to install a USB terminal on a separate computer from the one which contains the PayClock software. Note: The second computer MUST be on the same Local Area
Network (LAN) as the PayClock software installation.
Run the USB Terminal Manager Setup Program
Make sure your screen saver is not showing before inserting
the CD.
XP|Vista|Windows 7|Server 2003|Server 2008
Insert the USB Terminal Manager CD into your
computer’s CD-ROM drive. Note: Click Allow or Yes at the User Account Control confirmation window.
The Setup program should run automatically. If not, follow
the steps below.
Click Start | My Computer or Computer. Double click on the drive that contains the PayClock
USB Terminal Manager installation CD.
Windows 8
Click the message “Tap to choose what happens on the
disk.”.
Select Run Setup.exe. Note: Click Yes at the User Account
Control confirmation window.
Follow the Setup Steps
It may take the install a few minutes to start, please be
patient.
From the USB Terminal Manager installation window click
on Next.
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At the Choose Terminal selection window, select the USB
terminal that will be connected to the computer and then click Next to move forward.
At the Ready to Install screen, click Next.
Device Driver Installation - Windows XP
This window will display 2 times with the options “Continue
Anyway” or “Stop Installation”, be sure to select Continue
Anyway. Note: The device drivers for the terminal will not be installed if you select Stop Installation.
Connect the PayClock USB terminal to the Computer
Connect the USB cable coming from the PayClock USB
terminal to an available USB port on your computer when prompted.
Do not click Next, wait for the drivers to be loaded
automatically.
The computer will automatically begin installation of the
required software drivers. Follow these instructions to successfully complete the installation of the software drivers.
Windows XP - Install the USB Drivers
These two software drivers must be installed for the PayClock USB terminal to operate properly: TUSB2136 Firmware Loader and Lathem TouchStation LCD/LED USB Device.
NOTE about USB terminals using a Finger Sensor
A third driver (U.areU. 4000B) will load automatically if the PayClock USB terminal has a fingerprint reader.
Two separate “Found New Hardware Wizards” will appear in
succession. You must complete both Wizards. Please note that it may take up to one minute for each Wizard to automatically appear. Please be patient.
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After successfully connecting the PayClock USB terminal to
your computer the message, Found New Hardware” will show in the Notification Area with the USB icon .
The “Found New Hardware Wizard” will display. Select
No, not this time” and click “Next >”.
Select “Install the software automatically
(Recommended)” and click “Next >”.
When the driver is located, this message will display. Click
Continue Anyway”.
Click Finish to complete the process of loading the first driver.
Another “Found New Hardware Wizard” will display.
Select “No, not this time” and click “Next >”.
Select “Install the software automatically
(Recommended)” and click “Next >”.
When the driver is located, this message will display. Click
Continue Anyway”.
Click Finish to complete the process of loading the second
driver.
Following the completion of installing the drivers, the
PayClock USB terminal should light up, displaying the current time and date.
Windows Vista, Windows 7 or Windows 8 USB Drivers
Please note that it may take up to one minute or more for the drivers to be automatically installed. Please be patient.
After successfully connecting the PayClock USB terminal to
your computer the message, “Found New Hardware” will
display.
After the drivers are automatically installed, a message will
display notifying you the drivers have successfully installed.
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