Time America 230 SERIES, TA100 PRO Instruction Manual

TA100 PRO

User’s Guide

2009

Read This First

Welcome

Welcome to Time America’s TA100 Pro User’s Guide. This manual is shipped with each ne w TA100 Pro software package and is intended solely for use by the licensee. This User Guide describes the installation and operation of the TA100 Pro system.

Accuracy of Information

The content of this manual is subject to change without notice. Before using this manual, verify that the information contained in it is current. Proper installation, configuration, and operation of the software are contingent upon reading and following the procedures contai ned in the latest revision of the manual.

Additional Copies

Additional copies of this manual may be obtained from our website at www.timeamerica.com or from your local Time America dealer.

User Comments

Every effort is made to ensure that the information contained in this manual is accurate at the time of publication. If you find an error or omission while reading this manual, direct your comments to:

Time America, Inc. Attn: Technical Publications 15990 N. Greenway Hayden Loop Suite #D-500 Scottsdale, AZ 85260

Or you can send emails to: training@timeamerica.com

We welcome your comments and suggestions.

Software Release Version

4.01B

TA100 Pro Manual

TABLE OF CONTENTS

CHAPTER I ABOUT THIS MANUAL................................................................................................................9

DISCLAIMER...............................................................................................................................................................9

TECHNICAL SUPPORT .................................................................................................................................................9

When Calling Technical Support for Assistance ...................................................................................................9

CHAPTER II INSTALLATION....................................................................................................................... 10

SYSTEM REQUIREMENTS ..........................................................................................................................................10

INSTALLING THE SYSTEM .........................................................................................................................................10

HARDWARE KEYS ....................................................................................................................................................16

Main System Key .................................................................................................................................................16

Polling Key..........................................................................................................................................................16

Demo Key ............................................................................................................................................................17

CHAPTER III GETTING STARTED...............................................................................................................19

STARTING TA100 PRO AND LOGGING IN..................................................................................................................19

Note on User Accounts ........................................................................................................................................19

Launching and Logging In to TA100 Pro............................................................................................................19

Exiting the System................................................................................................................................................20

TIPS AND TECHNIQUES.............................................................................................................................................21

USING THE KEYBOARD.............................................................................................................................................21

Underlined Letters...............................................................................................................................................21

Hot Keys ..............................................................................................................................................................22

Additional Keyboard Access................................................................................................................................22

HELP ........................................................................................................................................................................23

Access the Online Help Window..........................................................................................................................23

Use Help Contents...............................................................................................................................................23

Use the Help Index ..............................................................................................................................................23

Use Help Search..................................................................................................................................................24

Return to the Help Topics Window......................................................................................................................24

Print a Help Topic...............................................................................................................................................24

CONFIGURING THE SYSTEM ENVIRONMENT .............................................................................................................25

Play Bell Tones....................................................................................................................................................25

Change Screen Background ................................................................................................................................25

Navigation Selection ............................................................................................................................................26

CHAPTER IV CONFIGURATION...................................................................................................................27

MAIN COMPANY.......................................................................................................................................................28

DIVISIONS.................................................................................................................................................................34

Configure Divisions.............................................................................................................................................34

Add a Division.....................................................................................................................................................35

Edit a Division.....................................................................................................................................................35

Delete a Division.................................................................................................................................................35

CATEGORIES.............................................................................................................................................................37

Configure Categories...........................................................................................................................................38

Add a Category....................................................................................................................................................41

Edit a Category....................................................................................................................................................41

Delete a Category................................................................................................................................................42

POLICIES...................................................................................................................................................................43

Configure Policies...............................................................................................................................................43

TA100 Pro Manual

TABLE OF CONTENTS, Cont.

Add a Policy.........................................................................................................................................................54

Edit a Policy ........................................................................................................................................................54

Delete a Policy.....................................................................................................................................................54

SHIFTS......................................................................................................................................................................56

Configure a Shift Group ......................................................................................................................................56

Add a Shift Group................................................................................................................................................65

Edit a Shift Group................................................................................................................................................65

Delete a Shift Group............................................................................................................................................66

Add a Shift ...........................................................................................................................................................66

Edit a Shift...........................................................................................................................................................66

Delete a Shift .......................................................................................................................................................67

Add a Rounding Rule...........................................................................................................................................67

Edit a Rounding Rule...........................................................................................................................................68

HOLIDAYS ................................................................................................................................................................69

Configure Holidays..............................................................................................................................................69

Add a Holiday......................................................................................................................................................70

Edit a Holiday......................................................................................................................................................70

Delete a Holiday..................................................................................................................................................72

GROUPS....................................................................................................................................................................72

Configure Groups................................................................................................................................................72

Add a Group ........................................................................................................................................................73

Edit a Group........................................................................................................................................................73

Delete a Group ....................................................................................................................................................74

DEPARTMENTS .........................................................................................................................................................75

Configure Departments .......................................................................................................................................75

Add a Department................................................................................................................................................78

Edit a Department ...............................................................................................................................................78

Delete a Department............................................................................................................................................78

JOBS .........................................................................................................................................................................79

Configure Jobs.....................................................................................................................................................79

Add a Job.............................................................................................................................................................81

Edit a Job.............................................................................................................................................................82

Delete a Job.........................................................................................................................................................82

BELL SCHEDULES.....................................................................................................................................................83

Configure Bell Schedules.....................................................................................................................................83

Add a Bell Schedule.............................................................................................................................................84

Edit a Bell Schedule.............................................................................................................................................85

Delete a Bell Schedule.........................................................................................................................................85

SECURITY.................................................................................................................................................................86

Configure Security Levels....................................................................................................................................87

Add a Security Level........................................................................................................... .................................96

Edit a Security Level............................................................................................................................................96

Delete a Security Level........................................................................................................................................97

User Maintenance................................................................................................................................................97

Who's Logged In................................................................................................................................................104

Change Password..............................................................................................................................................104

BENEFIT ACCRUALS ...............................................................................................................................................105

Configure Benefit Accruals................................................................................................................................105

Configure Benefit Accumulators........................................................................................................................107

Add a Benefit Accruals Policy...........................................................................................................................110

Edit a Benefit Accruals Policy...........................................................................................................................112

Delete a Benefit Accruals policy........................................................................................................................112

Update to Current..............................................................................................................................................113

CHAPTER V OPTIONAL MODULES.........................................................................................................114

TA100 Pro Manual

TABLE OF CONTENTS, Cont.

BELL SCHEDULES...................................................................................................................................................114

BENEFIT ACCRUALS ...............................................................................................................................................114

PC CLOCK..............................................................................................................................................................114

THIRD PARTY TERMINALS......................................................................................................................................115

CHAPTER VI ADDITIONAL EMPLOYEE FEATURES............................................................................116

PC CLOCK..............................................................................................................................................................116

Accessing PC Clock...........................................................................................................................................116

Default Settings to Use PC Clock......................................................................................................................116

Default Clock In.................................................................................................................................................117

Default Clock Out..............................................................................................................................................117

Default Clock Out for Lunch .............................................................................................................................118

Default Clock In from Lunch.............................................................................................................................118

Default Transfer Department ............................................................................................................................118

CHAPTER VII EMPLOYEE MAINTENANCE.............................................................................................119

CONFIGURE EMPLOYEE ..........................................................................................................................................119

EMPLOYEE LIST......................................................................................................................................................120

EMPLOYEE TIMECARD (DESCRIPTION) TAB ...........................................................................................................121

EMPLOYEE SCHEDULE TAB ....................................................................................................................................125

Configure Employee Schedules .........................................................................................................................125

Assign or Edit an Employee Schedule ...............................................................................................................126

Delete a Schedule ..............................................................................................................................................128

Create a Rotating Schedule...............................................................................................................................129

Create an Employee Schedule Template............................................................................................................130

Copy an Employee Schedule Template..............................................................................................................131

EMPLOYEE TRANSACTIONS TAB ............................................................................................................................133

Description ........................................................................................................................................................133

EMPLOYEE STATUS TAB.........................................................................................................................................134

Configure Employee Status................................................................................................................................134

Add Employee Status.........................................................................................................................................135

Edit Employee Status.........................................................................................................................................136

Delete Employee Status.....................................................................................................................................136

EMPLOYEE BENEFITS TAB......................................................................................................................................137

Benefit Entitlement: Configure..........................................................................................................................137

Benefit Entitlement: Employee Benefit Details.................................................................................................. 138

Benefit Entitlement: Grant Benefit Time............................................................................................................139

Benefit Entitlement: Delete a Detail..................................................................................................................139

Benefit Accruals: Configure ..............................................................................................................................140

Benefit Accruals: Update Employee Benefits....................................................................................................141

Benefit Accruals: Employee Benefit Details......................................................................................................141

Benefit Accruals: Manual Benefit Adjustment...................................................................................................142

Benefits Accrual: Delete a Manual Adjustment .................................................................................................143

EMPLOYEE MESSAGES TAB....................................................................................................................................144

Configure...........................................................................................................................................................144

Add a Message...................................................................................................................................................145

Edit a Message...................................................................................................................................................146

Delete a Message...............................................................................................................................................146

EMPLOYEE WAGES.................................................................................................................................................146

Configure Employee Wages...............................................................................................................................146

Add a Global Wage............................................................................................................................................148

Edit a Global Wage ...........................................................................................................................................148

Delete a Global Wage........................................................................................................................................149

Add an Employee Level Wage ...........................................................................................................................149

Edit an Employee Level Wage...........................................................................................................................150

TA100 Pro Manual

TABLE OF CONTENTS, Cont.

EMPLOYEE BADGES TAB........................................................................................................................................150

Configure Employee Badges..............................................................................................................................150

Add a Badge.......................................................................................................................................................151

Edit a Badge ......................................................................................................................................................152

Delete a Badge...................................................................................................................................................152

EMPLOYEE CLOCKS TAB ........................................................................................................................................152

Configure Hand Readers...................................................................................................................................152

Configure TA7000 .............................................................................................................................................154

EMPLOYEE DETAILS TAB .......................................................................................................................................155

Configure Employee Details..............................................................................................................................155

Add an Employee...............................................................................................................................................156

Edit an Employee...............................................................................................................................................157

Delete an Employee...........................................................................................................................................159

CHAPTER VIII TIMECARD AND TRANSACTION MAINTENANCE.....................................................160

ONLINE TIMECARD.................................................................................................................................................160

Accessing the Online Timecard from the Configure Employee Screen .............................................................160

Accessing the Online Timecard from the Approval Editor................................................................................161

NAVIGATING IN THE ONLINE TIMECARD TAB.........................................................................................................161

NAVIGATING IN THE TRANSACTIONS TAB...............................................................................................................162

ADDING AND EDITING TRANSACTIONS...................................................................................................................162

Add Transaction ................................................................................................................................................163

Add Miscellaneous Transaction.........................................................................................................................164

Edit a Transaction.............................................................................................................................................166

Edit/Add Start....................................................................................................................................................166

Edit/Add Stop.....................................................................................................................................................167

Multiple Miscellaneous......................................................................................................................................167

From Schedule...................................................................................................................................................169

DELETE A TRANSACTION........................................................................................................................................169

AUDIT TRAILS ........................................................................................................................................................170

Print the Audit Trails.........................................................................................................................................171

APPROVAL EDITOR.................................................................................................................................................172

STATUS BOARD ......................................................................................................................................................175

TASK ORGANIZER ..................................................................................................................................................176

CHAPTER IX GLOBAL COMMANDS.........................................................................................................178

SELECTING EMPLOYEES IN GLOBAL OPERATION DIALOG BOXES ..........................................................................178

Select Employees Individually...........................................................................................................................178

Select Employees Globally ................................................................................................................................178

Select Employees by Group...............................................................................................................................178

Select Employees by Division............................................................................................................................179

GLOBAL MESSAGE ASSIGNMENT ...........................................................................................................................179

GLOBAL ADD TRANSACTION..................................................................................................................................180

CHAPTER X REPORTS ................................................................................................................................182

IMPORTANT INFORMATION ON PRINTING REPORTS ................................................................................................182

Configure Printer ..............................................................................................................................................182

RUNNING A REPORT ...............................................................................................................................................183

Running a Report by Range...............................................................................................................................183

Running a Report by Individual.........................................................................................................................188

ON SCREEN REPORT PREVIEW................................................................................................................................193

EMAILING A REPORT ..............................................................................................................................................195

CHAPTER XI TERMINAL CONFIGURATION..........................................................................................197

TYPES OF CONNECTIONS ........................................................................................................................................197

TA100 Pro Manual

TABLE OF CONTENTS, Cont.

TA500, TA600 AND TA7000 SERIES (TA520/530, TA620, TA7000) ...................................................................198

Configure a TA500/TA600/TA7000 Series Clock..............................................................................................198

TA715, TA777 AND TA780 SERIES ....................................................................................................................... 208

Configure a TA715/TA777/TA780 Series Clock................................................................................................208

CONFIGURING PC CLOCK.......................................................................................................................................216

Configure a PC Clock........................................................................................................................................216

TASC .....................................................................................................................................................................218

Configure a TASC Clock ...................................................................................................................................219

ATS SERIES CLOCKS..............................................................................................................................................226

Configure ATS Clocks........................................................................................................................................226

HAND READER CLOCKS .........................................................................................................................................229

Configure a Hand Reader Clock .......................................................................................................................229

ADD A CLOCK ........................................................................................................................................................234

EDIT A CLOCK........................................................................................................................................................235

DELETE A CLOCK ...................................................................................................................................................235

SET DATE AND TIME ..............................................................................................................................................236

CHAPTER XII TERMINAL POLLING AND AUTOPROCESSING..........................................................238

POLLING.................................................................................................................................................................238

Polling Time Clocks...........................................................................................................................................238

CONFIGURE AN AUTOPROCESS...............................................................................................................................240

Run as Service ...................................................................................................................................................240

Add an AutoProcess...........................................................................................................................................241

Edit an Auto Process .........................................................................................................................................245

Delete an AutoProcess.......................................................................................................................................245

CHAPTER XIII UTILITIES..............................................................................................................................247

IMPORTING .............................................................................................................................................................247

Advanced Import................................................................................................................................................247

EXPORTING DATA ..................................................................................................................................................249

SYSTEM UTILITIES..................................................................................................................................................252

Repair Database................................................................................................................................................253

Reindex Database..............................................................................................................................................253

Update Databases..............................................................................................................................................254

Initialize Databases...........................................................................................................................................254

Change Employee Number................................................................................................................................255

Change Employee Number Width......................................................................................................................255

Set Reprocess Date............................................................................................................................................256

Fix Unassigned Badges.....................................................................................................................................257

Repost from R-Files...........................................................................................................................................258

Purge R-Files.....................................................................................................................................................258

Post Historical Data..........................................................................................................................................259

Archive...............................................................................................................................................................260

Restore Archive..................................................................................................................................................262

System Backup...................................................................................................................................................263

System Restore...................................................................................................................................................264

ADDITIONAL UTILITIES ..........................................................................................................................................265

Calculator..........................................................................................................................................................265

Calendar............................................................................................................................................................266

About..................................................................................................................................................................266

System Configuration.........................................................................................................................................267

Conversion Table...............................................................................................................................................267

Macros...............................................................................................................................................................268

TA100 Pro Manual

Chapter I About this Manual

This section describes how to use this manual. In addition to providing you with step-bystep knowledge for performing various procedures, this manual will help you get the most out of TA100 Pro.

Disclaimer

Every attempt is made to keep this manual up-to-date. However, software enhancements do occur, and the content of this manual is subject to change without notice. Before using this manual, verify that the information contained in it is current. Proper installation, configuration, and operation of the software are contingent upon reading and following the procedures contained in the latest version of the manual.

Technical Support

If you encounter a problem or need technical support after reading this manual, plea se contact your local Sales and Service Representative. Your local representative has received training in the areas of software installation, configuration, operation, and advanced troubleshooting. They are qualified to provide you with the highest level of technical support.

When Calling Technical Support for Assistance

If possible, contact your authorized local Sales and Service Representative while at the computer experiencing the problem so you can quickly answer questions and implement the solutions suggested by your representative.

Before calling, gather the following information. Your local Sales and Service Representative will need this information to assist you.

• The version and serial number of your TA100 Pro software.

• The name and version of the Operating System. The type of network being used (if

applicable).

• The model number and EPROM revision of the data collection terminal(s) used with the TA100 Pro software.

• The name of all software options and/or modules installed.

• The make and model of the host computer (PC).

• The operations being performed when the problem occurred.

• A printout of any error message that was displayed.

TA100 Pro Manual

Chapter II Installation

This section describes how to install the TA100 Pro software, the Sentinel System Driver, and attach the hardware key.

System Requirements

To use the TA100 Pro system, the following are the recommended minimum system requirements must be present.

• Windows 95/98/2000/NT/ME/XP.

• Pentium III 500 or better.

• 128MB of total memory (RAM).

• A mouse, trackball, or other pointing device.

Additional Requirements

• 500MB of available disk space either on a workstation or accessible on a network drive.

• NOTE: A dedicated database server is not required.

• Additional disk space and an enhanced wide-area network connection may be

required based on the number of employees, network distance, communication method, and the amount of live data contained in the system.

Polling PC

• An available serial port with a default address and interrupt.

• An available parallel port.

Installing the System

NOTE: Do not launch or run any other applications during the installation process.

1. Insert the TA100 Pro Installation CD into the CD ROM drive of the computer on which you wish to install the software. The InstallShield Wizard should automatically appear.

2. If the InstallShield does not automatically run, you may start the installation by navigating to My Computer and double-clicking the icon for TA100 PRO.

Figure 1: My Computer

3. The TA100 Pro Setup window will appear.

TA100 Pro Manual

Figure 2: TA100 Pro Setup Wizard

4. Click the Next button to advance to the next screen. The License Agreement screen will appear.

Figure 3: TA100 Pro License Agreement

5. Click Yes to accept the License Agreement. The Choose Destination Location screen will appear.

Figure 4: Choose Destination Location

6. TA100 Pro will be installed in the C:\TA100PRO directory by default. If you wish to install to a different directory, click the Browse and select the directory to which you wish to install. Click the Next button when you are ready to proceed. The Setup Type screen will appear.

TA100 Pro Manual

Figure 5: Setup Type

7. Choose the type of installation you wish to perform.

a) “Full” will install both the software and the database files on this

computer. (Typical)

b) “Workstation” will install just the software.

8. Click the Next button to continue with the installation. The Select Program Folder screen will appear.

Figure 6: Select Program Folder

9. The TA100 Pro folder will be created automatically. You may type a new folder name if you wish. Click Next to continue. The installation will begin.

Figure 7: TA100 Pro Installation Progress

10. When the installation is finished, the InstallShield Wizard Complete screen will appear. Click the Finish button to proceed.

11. If you selected "Full" in the Setup Type screen, the Sentinel System Driver installation will begin automatically. If you selected "Workstation," the installation will end at this point.

TA100 Pro Manual

Figure 8: Sentinel Driver Installation

12. The Sentinel System Driver—InstallShield Wizard will appear. The Sentinel System Driver is necessary for TA100 Pro to be able to access the database files.

Figure 9: Sentinel InstallShield Wizard

13. Click the Next button to begin the Sentinel System Drive Installation. The Setup Type screen will appear.

Figure 10: Sentinel Driver Setup Type

14. Verify that Complete is selected and click Next to continue. The Ready to Install screen will appear.

TA100 Pro Manual

Figure 11: Ready to Install

15. Click Install to begin the installation.

Figure 12: Sentinel Drive Installation

16. When the installation is finished, the InstallShield Wizard Complete screen will appear. Click the Finish button to proceed.

Figure 13: Installation Complete

17. This concludes the installation. The Installation Complete message will appear.

TA100 Pro Manual

Figure 14: FoxPro LIB Installation

18. The FoxPro LIB—InstallShield Wizard will appear. The FoxPro LIB is for the TA100 Pro database files.

Figure 15: FoxPro InstallShield Wizard

19. Click the Next button to begin the FoxPro LIB installation. The Ready to Install screen will appear.

Figure 16: FoxPro LIB Installation

20. When the installation is finished, the InstallShield Wizard Complete screen will appear. Click the Finish button to proceed.

TA100 Pro Manual

Hardware Keys

When the installation is complete, a hardware key must be attached to the computer’s parallel port in order to start and operate the TA100 Pro software. There are three types of hardware keys

- each designed for a specific purpose.

• Main System Key

• Polling Key

• Demo Key

Attach the hardware key to the computer’s parallel port. If you have a printer attached to the parallel port, place the hardware key between the computer’s parallel port and the printer cabl e as shown in Figure 17: Using a Hardware Key with a Printer Cable below.

21. Click OK. TA100 Pro will now appear in your Start Menu and on your desktop.

22. You must attach a hardware key to the computer's parallel port prior to being able to start and operated TA100 Pro. See Hardware Keys.

When the system is first launched, TA100 Pro searches for and verifies the presence of a hardware key. If a key is not found, the system will not start.

Figure 17: Using a Hardware Key with a Printer Cable

Main System Key

The Main System Key is shipped with each new software package. One key per system is required. The Main System Key allows you to start and operate the software as well as poll your time clock(s). The Main System Key is identified by the code 4HJDAB-B on the outer shell.

Polling Key

The Polling Key allows TA100 Pro to communicate with time clocks from a workstation other than where the Main System Key resides. This key is identified by the code 4EQSGH-B on the outer shell.

On local or wide-area networks, a remote workstation can launch and operate the software as long as the Main System Key is detected somewhere on the network. However, the workstation cannot poll time clocks unless it has an Additional Polling Key attached.

TA100 Pro Manual

Demo Key

The Demo Key is an accessory for resellers of TA100 Pro systems. This key is identified by the code 4EIWEH-B on the outer shell.

The following restrictions are present when TA100 Pro detects the Demo Key:

• The TA100 Pro software is limited to five employees and two users.

• NOT FOR RESALE is displayed on all screens.

TA100 Pro Manual

Chapter III Getting Started

This section explains how to launch the TA100 Pro system, including logging on and off, using Help, using the keyboard instead of the mouse and customizing the TA100 Pro environment.

Starting TA100 Pro and Logging In

Note on User Accounts

When starting TA100 Pro, you will be prompted for a User ID and password. The User ID and password are used to determine who is able to login and what areas of the program are accessible. These "User Accounts" are defined in the Security Access portion of TA100 Pro, which will be covered later in this manual.

SYSOP

There is a built-in administrator account that grants full access to all parts of the application. The User ID for this account is SYSOP and the initial password is "password." (This password can and should be changed.) This account will be referred to as SYSOP throughout this manual.

The first time you login, you must use the SYSOP account, as no other accounts exist. You will also use this account to perform system maintenance, etc. The SYSOP account can perform all functions within TA100 Pro, including certain database management functions that no other account can access.

Launching and Logging In to TA100 Pro

The instructions in this section assume that you already know the User ID and password to be used. Check with your system administrator if you are unsure of which User ID to use.

1. Click the Start, Programs, TA100 Pro, TA100 Pro, or double-click the TA100 Pro Icon on the Desktop.

2. TA100 Pro will open and display the Login screen.

Figure 18: TA100 Pro Login Screen

TA100 Pro Manual

3. Type your User ID in the User ID field, then press either ENTER or the TAB key to advance to the Password field

4. Type your password in the Password field and press either ENTER or the TAB key to access TA100 Pro

5. The Main Window will open.

Exit

Help

Automated Processes

Poll Terminals

Reports and Listings

Status Board

Approval Editor

Task Organizer

Exiting the System

You can use any of the following methods to close or exit out of TA100 Pro.

• Click File, Exit on the menu bar.

• Click the Exit button on the toolbar.

• Click the Windows Close button (the X at the far right of the menu bar).

• Press ALT+ F4 on the keyboard.

TA100 Pro Manual

Tips and Techniques

TA100 Pro is designed to be user-friendly, and as such there are common techniques to making working in TA100 Pro easier. Some of these tips are listed below.

Setting Definition

Apply

You may click the Apply button in any screen to commit the changes you have made without exiting the current screen. This allows you to "save as you go" and is a good practice.

Name vs. Number listing

Show Inactives

Cancel

NOTE: The Employee Maintenance and Status Board sections will resize themselves according to the monitor resolution.

Using the Keyboard

You will notice that most of the configuration dialog boxes provide a list of the existing items at the side of the screen. (For example, the Divisions dialog box gives you a list of Divisions.) These lists can be sorted according to Name or Number, depending upon your preference.

Check this button to show inactive items in the list at the side of any dialog box.

You may click the Print button in any dialog to print the report associated with the current screen. For example, clicking the Print button in the Configure Category dialog box prints the Category Listing report.

You may click the Cancel button in any dialog box to close the screen without saving changes.

TA100 Pro system is designed so you can perform all operations from your keyboard as well as with the mouse.

Hot Key

Underlined Letter

Underlined Letters

All menus, menu items, and buttons have an underlined letter, which allows keyboard access to that item.

TA100 Pro Manual

Keyboard Usage Examples

• To access a menu, press the ALT key in conjunction with the letter that is underlined.

• To access an item on the menu, first open the menu and then press the letter that is

underlined.

• To select a button, press the CTRL key in conjunction with the letter that is underlined

To: Do This:

Select an item from the Main Window.

ALT and the underlined letter.

Press For example, press ALT+F to open the File menu.

Select a menu command. Press the underlined letter only. This is

true for submenus too. For example, type S to select Security.

Select a button. Press CTRL plus the underlined letter.

For example, press

CTRL+E to choose

the Edit button.

Hot Keys

Some menus, such as the Help menu, are accessible using Hot Keys. These keys or key combinations correspond to a menu item. Instead of typing the underlined letter in the command, you can simply press the Hot Key. For example, to view your system configuration, press

F11. Also, all date fields have a calendar dropdown, to access right click

on the date.

Additional Keyboard Access

Other keys and key combinations are available in the system. They are explained below

To: Press:

Exit the current function or window without saving the data. Display the Help topic associated with the current window. Display the Calculator.

ESC F1 F2

Display the Calendar/Diary. Display the Help > About menu window. Display Conversion Table

F3 F9 F12

Activate the menu bar in the Main Window. F10 or ALT Exit the TA100 Pro system.

Display Rounded Start and Stop times in the

ALT+F4 R

Online Timecard.

TA100 Pro Manual

Help

TA100 Pro incorporates an Online Help system to answer questions about functions, procedures, and commands.

You can access context-sensitive Help from anywhere in the application by pressing the F1 function key. You will automatically be taken to the Help topic appropriate for the screen that you are in currently.

You may also access the Online Help feature through the Help menu, from which you can perform searches and browse the Help topics. There are three ways you can look for information: Browse the Contents, Search the Index, or do a text Find. There are three tabs across the top of the Help Topics window to access each of these methods.

Access the Online Help Window

1) Click the Help menu, Help. The Help Topics window will open

Figure 19: Help Topics

Use Help Contents

1. In the Help Topics window, click the Contents tab.

2. Double-click the topic you wish to browse. This will expand the sub-topics below it.

3. If necessary, double-click the sub-topic you wish to browse.

4. When you find the article you are interested in, double-click it to open the article.

Use the Help Index

1. In the Help Topics window, click the Index tab.

2. Type in the topic you are looking for.

3. When you find the article you are interested in, double-click it to open the article.

TA100 Pro Manual

Use Help Search

Return to the Help Topics Window

After reading an article, you may return to the Help Topics window by clicking the Help Topics button on the toolbar.

1. In the Help Topics window, click the Search tab.

2. Type in the topic you are looking for.

3. If necessary, select a word from the list of suggestions.

4. When you find the article you are interested in, double-click it to open the article.

Figure 20: Help Article

Print a Help Topic

You can print any help topic by clicking the Print button on the toolbar.

Figure 21: Help Article

1. Click the Print button on the TA100 Pro Help toolbar. The Print window will open.

TA100 Pro Manual

Figure 22: Print

2. Select the printer to which you wish to print and click the Print button. The topic will print.

Configuring the System Environment

Environmental settings control various display and functional characteristics of your system. The default settings can be modified. Bell, Background and Large Toolbar are available environment options. A check mark (9) in front of the option means that the option is activated.

Figure 23: Environment Menu

Play Bell Tones

You can customize TA100 Pro to play a tone at the end of a field when entering data.

1. Click the File menu, Environment, Bell. This will cause a bell tone to play whenever you come to the end of a field when entering data.

NOTE: To remove follow Step 1.

Change Screen Background

You can customize the TA100 Pro background to display a graphic of your choice. The graphic must be in bitmap (.bmp) format.

TA100 Pro Manual

1. Click the File menu, Environment, Background. The Select Background window will open.

Figure 24: Select Background

2. Choose the graphics file you wish to use for your background.

• Click the directory or file to select it.

• Click the […] icon to go to a previous directory.

3. Click OK to accept the selected file.

4. Your graphic will appear on the background of TA100 Pro.

NOTE: To reset the background settings to the defaults:

 Click the File menu, Environment, Background. The Select

Background window will open.

 Click the Defaults button.

Gradient Background Option

You can activate the gradient background for all forms in TA100 Pro.

Navigation Selection

You can customize the main toolbar to display a small button toolbar, large button toolbar, show center screen shortcut, side bar or zoom bar.

1. Click the File menu, Environment, Navigation Selection. Then select from the list of options.

TA100 Pro Manual

Chapter IV Configuration

This section explains how to configure and customize TA100 Pro for your company's requirements. To make this chapter easier to follow, the topics in this section are arranged in the sequence that Time America recommends completing them. This also happens to be the order in which they appear on the Configure menu in the TA100 Pro Main Window. This order is:

• Main Company

• Divisions (optional)

• Categories

• Policies

• Shifts

• Holidays

• Groups (optional)

• Department

• Job

• Security

• Bell Schedules

• Benefit Accruals

TA100 Pro Manual

Main Company

The Main Company window is where you identify your company, define the overall configuration of the system, and specify the payroll service to which time and attendance data will be exported.

1. Click the System Setup menu, Company, Main Company. The Main Company window will open and the General tab will be selected by default.

Figure 25: Main Company: General tab

2. Fill in the settings as appropriate:

Setting Definition

Name

Address

City

State

Enter your company's name. This field is required and can contain up to 30 characters.

Enter the first line of your company's primary address. This field can accept up to 30 characters.

NOTE: Divisions can be used to allow for additional branch addresses.

Enter the second line of your company's primary address (such as suite number.) This field can accept up to 30 characters and may be left blank.

Enter your company's primary address City. This field can accept up to 30 characters.

Enter the two-character code for your company's State. TA100 Pro automatically capitalizes your entry.

Zip

Phone Number

Fax Number

Enter your company's zip code. You may enter the 5 or 9 digit zip code.

Enter your company's primary phone number.

Enter your company's primary fax number.

TA100 Pro Manual

3. When all settings are complete, click the Configure tab. The Configure screen will appear.

Figure 26: Main Company: Configure tab

4. Fill in the settings as appropriate

Setting Definition

Daylight savings

Check this box if your company is in a state that observes daylight savings time. Typically you will check this box.

Divisions

Department

Job

Lunches

Check this box to enable the Divisions feature. A Division is a "subset" of the main company, such as a branch, different location, or subsidiary company.

TIP: Companies who submit multiple company codes to their payroll service may want to use Divisions.

Check this box to enable the Departments feature. Departments reflect the business units within your company and are the top level of Job Costing.

NOTE: You will have the opportunity to customize this nomenclature in the next screen.

Check this box to enable the Job level. Jobs are the second level of Job Costing.

NOTE: You will have the opportunity to customize this nomenclature in the next screen.

Check this box to enable this option if your employees will punch for lunch or lunch will be deducted automatically.

Breaks

Check this box to enable this option if your employees will punch for break or break will be deducted automatically.

TA100 Pro Manual

Setting Definition

Use level wage before default assignment wage

"Level Wage" refers to the hourly rate associated with a department, job, step, operation or task. The "default assignment wage" refers to the wage associated with an individual employee.

Check this box if you wish the Level Wage for the department an employee works in to take precedence over the Default Assignment Wage when calculating an employee's earnings.

Paid lunches and breaks do not accrue toward overtime

Use SMTP for email

Tip reporting Wages

Overtime Level 2

Overtime Level 3

Use Swipe and Go

Check this box if paid lunches and breaks are not considered in calculating hours for overtime.

This option allows you to define the e-mail configuration per user in security.

Check this box to enable tip reporting. Check this box to enable the wages features

throughout TA100 Pro. This makes it possible to enter wage information in the Employee Maintenance screen.

Up to three levels of overtime may be defined in TA100 Pro. One overtime level (OT1) is always available. To use a second overtime level (OT2), click the Overtime Level 2 check box.

To use a third overtime level (OT3) in the system, click the Overtime Level 3 check box. This level is not available unless Overtime Level 2 is selected.

Check this option to allow employees to swipe the clock without punching any keys. The system then determines whether the individual punch was an In, Out, Out for Lunch, In from Lunch, etc., based on the employee’s last punch and the employee's schedule.

Use (am-pm) Format

Check this option to have reports and the online timecard use an AM/PM format instead of 24-hour format (military time.)

Do not use Floater for shift selection

Editable Pay Periods, plus days

Check this option to suppress all floaters from each shift group.

This option controls the number of pay periods and days in which it is possible to edit transactions in the TA100 Pro system. For instance, Figure 26 specifies that two pay periods of transactions can be modified.

+ 243 hidden pages

Time America 230 SERIES, TA100 PRO Instruction Manual

Specifications and Main Features

Frequently Asked Questions

User Manual