ZKTECO BioTime 8.0 User Manual

BioTime 8.0 User Manual
User Manual
BioTime 8.0
Date: December 2020
Software Version: 8.0.4 & above
Doc Version: 4.0
English
Thank you for choosing our product. Please read the instructions
carefully before operation. Follow these instructions to ensure that the
product is functioning properly. The images shown in this manual are
for illustrative purposes only.
For further details, please visit our Company’s website
www.zkteco.com.
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BioTime 8.0 User Manual
Copyright © 2020 ZKTECO CO., LTD. All rights reserved.
Without the prior written consent of ZKTECO CO., LTD, no portion of this manual can be copied or forwarded in any way or form. All parts of this manual belong to ZKTeco and its subsidiaries (hereinafter the "Company" or "ZKTeco").
Trademark
is a registered trademark of ZKTECO CO., LTD. Other trademarks involved in this manual
are owned by their respective owners.
Disclaimer
This manual contains information on the operation and maintenance of the ZKTeco product. The
copyright in all the documents, drawings, etc. in relation to the ZKTeco supplied product vests in and
is the property of ZKTeco. The contents hereof should not be used or shared by the receiver with any
third party without express written permission of ZKTeco.
The contents of this manual must be read as a whole before starting the operation and maintenance
of the supplied product. If any of the content(s) of the manual seems unclear or incomplete, please
contact ZKTeco before starting the operation and maintenance of the said product.
It is an essential pre-requisite for the satisfactory operation and maintenance that the operating and
maintenance personnel are fully familiar with the design and that the said personnel have received
thorough training in operating and maintaining the machine/unit/product. It is further essential for
the safe operation of the machine/unit/product that personnel have read, understood, and followed
the safety instructions contained in the manual.
In case of any conflict between terms and conditions of this manual and the contract specifications,
drawings, instruction sheets or any other contract-related documents, the contract
conditions/documents shall prevail. The contract specific conditions/documents shall apply in priority.
ZKTeco offers no warranty, guarantee or representation regarding the completeness of any
information contained in this manual or any of the amendments made thereto. ZKTeco does not
extend the warranty of any kind, including, without limitation, any warranty of design,
merchantability, or fitness for a particular purpose.
ZKTeco does not assume responsibility for any errors or omissions in the information or documents
which are referenced by or linked to this manual. The entire risk as to the results and performance
obtained from using the information is assumed by the user.
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BioTime 8.0 User Manual
ZKTeco in no event shall be liable to the user or any third party for any incidental, consequential,
indirect, special, or exemplary damages, including, without limitation, loss of business, loss of profits,
business interruption, loss of business information or any pecuniary loss, arising out of, in connection
with, or relating to the use of the information contained in or referenced by this manual, even if
ZKTeco has, of the possibility of such damages.
This manual and the information contained therein may include technical, other inaccuracies or
typographical errors. ZKTeco periodically changes the information herein which will be incorporated
into new additions/amendments to the manual. ZKTeco reserves the right to add, delete, amend, or
modify the information contained in the manual from time to time in the form of circulars, letters,
notes, etc. for better operation and safety of the machine/unit/product. The said additions or
amendments are meant for improvement /better operations of the machine/unit/product and such
amendments shall not give any right to claim any compensation or damages under any circumstances.
ZKTeco shall in no way be responsible (i) in case the machine/unit/product malfunctions due to any
non-compliance of the instructions contained in this manual (ii) in case of operation of the
machine/unit/product beyond the rate limits (iii) in case of operation of the machine and product in
conditions different from the prescribed conditions of the manual.
The product will be updated from time to time without prior notice. The latest operation procedures
and relevant documents are available on http://www.zkteco.com
.
If there is any issue related to the product, please contact us.
ZKTeco Headquarters
Address ZKTeco Industrial Park, No. 32, Industrial Road,
Tangxia Town, Dongguan, China.
Phone +86 769 - 82109991
Fax +86 755 - 89602394
For business related queries, please write to us at: sales@zkteco.com
.
To know more about our global branches, visit www.zkteco.com.
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BioTime 8.0 User Manual
About the Company
ZKTeco is one of the world’s largest manufacturer of RFID and Biometric (Fingerprint, Facial, Finger-
vein) readers. Product offerings include Access Control readers and panels, Near & Far-range Facial
Recognition Cameras, Elevator/floor access controllers, Turnstiles, License Plate Recognition (LPR)
gate controllers and Consumer products including battery-operated fingerprint and face-reader Door
Locks. Our security solutions are multi-lingual and localized in over 18 different languages. At the
ZKTeco state-of-the-art 700,000 square foot ISO9001-certified manufacturing facility, we control
manufacturing, product design, component assembly, and logistics/shipping, all under one roof.
The founders of ZKTeco have been determined for independent research and development of
biometric verification procedures and the productization of biometric verification SDK, which was
initially widely applied in PC security and identity authentication fields. With the continuous
enhancement of the development and plenty of market applications, the team has gradually
constructed an identity authentication ecosystem and smart security ecosystem, which are based on
biometric verification techniques. With years of experience in the industrialization of biometric
verifications, ZKTeco was officially established in 2007 and now has been one of the globally leading
enterprises in the biometric verification industry owning various patents and being selected as the
National High-tech Enterprise for 6 consecutive years. Its products are protected by intellectual
property rights.
About the Manual
This manual introduces the operations of BioTime 8.0 software.
All figures displayed are for illustration purposes only. Figures in this manual may not be exactly
consistent with the actual products.
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BioTime 8.0 User Manual
Document Conventions
Conventions used in this manual are listed below:
GUI Conventions
For Software
Convention Description
Bold font Used to identify software interface names e.g., OK, Confirm, Cancel
>
Convention Description
< >
[ ]
/
Multi-level menus are separated by these brackets. For example, File > Create > Folder.
For Device
Button or key names for devices. For example, press <OK>
Window names, menu items, data table, and field names are inside square brackets. For example, pop up the [New User] window Multi-level menus are separated by forwarding slashes. For example, [File/Create/Folder].
Symbols
Convention Description
This implies about the notice or pays attention to, in the manual
The general information which helps in performing the operations
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faster
The information which is significant
Care taken to avoid danger or mistakes
The statement or event that warns of something or that serves as a cautionary example.
BioTime 8.0 User Manual
Table of Contents
1 INTRODUCTION ................................................................................................................... 13
1.1 BIOTIME8.0 MODULES ........................................................................................................................ 14
1.2 FUNDAMENTAL PROCEDURE ................................................................................................................ 15
2 SYSTEM MANAGEMENT ...................................................................................................... 17
2.1 LOGIN ................................................................................................................................................. 17
2.2 LOGOUT .............................................................................................................................................. 19
2.3 CHANGE PASSWORD ............................................................................................................................ 19
3 PERSONNEL MANAGEMENT ............................................................................................... 20
3.1 DEPARTMENT MANAGEMENT ............................................................................................................... 20
3.1.1 ADD A DEPARTMENT ................................................................................................................................................ 20
3.1.2 EDIT A DEPARTMENT ................................................................................................................................................. 21
3.1.3 DELETE A DEPARTMENT ............................................................................................................................................ 22
3.1.4 PERSONNEL TRANSFER .............................................................................................................................................. 22
3.2 POSITION MANAGEMENT ..................................................................................................................... 23
3.2.1 ADD A POSITION........................................................................................................................................................ 24
3.2.2 EDIT A POSITION ........................................................................................................................................................ 24
3.2.3 DELETE A POSITION ................................................................................................................................................... 24
3.2.4 PERSONNEL TRANSFER .............................................................................................................................................. 25
3.3 AREA MANAGEMENT ........................................................................................................................... 26
3.3.1 ADD AN AREA ............................................................................................................................................................ 26
3.3.2 EDIT AN AREA ............................................................................................................................................................ 27
3.3.3 DELETE AN AREA ....................................................................................................................................................... 28
3.3.4 PERSONNEL TRANSFER .............................................................................................................................................. 28
3.4 EMPLOYEE MANAGEMENT ................................................................................................................... 29
3.4.1 ADD AN EMPLOYEE ................................................................................................................................................... 30
3.4.2 EDIT AN EMPLOYEE ................................................................................................................................................... 37
3.4.3 DELETE AN EMPLOYEE .............................................................................................................................................. 38
3.4.4 PERSONNEL TRANSFER .............................................................................................................................................. 38
3.4.5 APP ENABLE/DISABLE SETTINGS .............................................................................................................................. 40
3.4.6 RE-SYNCHRONIZE TO DEVICE ................................................................................................................................... 40
3.4.7 RE-UPLOAD FROM DEVICE ........................................................................................................................................ 41
3.4.8 DELETE BIOMETRIC TEMPLATE ................................................................................................................................. 41
3.5 PERSONNEL RESIGNATION ................................................................................................................... 42
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BioTime 8.0 User Manual
3.5.1 ADD A RESIGNATION ................................................................................................................................................. 42
3.5.2 DELETE RESIGNATION ............................................................................................................................................... 43
3.5.3 REINSTATE .................................................................................................................................................................. 43
3.5.4 DISABLE ATTENDANCE .............................................................................................................................................. 43
3.6 WORKFLOW ........................................................................................................................................ 44
3.6.1 ROLE ........................................................................................................................................................................... 44
3.6.2 WORKFLOW BUILDER ................................................................................................................................................ 46
3.6.3 DELETE WORKFLOW .................................................................................................................................................. 49
3.7 CUSTOM ATTRIBUTES .......................................................................................................................... 50
3.7.1 CREATE A NEW ATTRIBUTE ....................................................................................................................................... 50
3.8 DOCUMENT MANAGEMENT.................................................................................................................. 50
3.8.1 ADD DOCUMENT TYPE ............................................................................................................................................. 50
3.8.2 DELETE CERTIFICATE TYPE ........................................................................................................................................ 51
4 DEVICE MANAGEMENT ....................................................................................................... 52
4.1 DEVICE MANAGEMENT ........................................................................................................................ 52
4.1.1 ADD A T&A DEVICE .................................................................................................................................................. 53
4.1.2 EDIT A DEVICE ............................................................................................................................................................ 55
4.1.3 DELETE A DEVICE ....................................................................................................................................................... 55
4.1.4 NEW AREA ................................................................................................................................................................. 56
4.1.5 DATA CLEAN .............................................................................................................................................................. 56
4.1.6 DATA TRANSFER ........................................................................................................................................................ 57
4.1.7 DEVICE MENU ............................................................................................................................................................ 59
4.2 DEVICE COMMAND .............................................................................................................................. 63
4.3 DEVICE SHORT MESSAGE MANAGEMENT ............................................................................................. 64
4.3.1 ADD A PUBLIC MESSAGE .......................................................................................................................................... 64
4.3.2 ADD A PRIVATE MESSAGE ........................................................................................................................................ 65
4.3.3 SEND MESSAGE ......................................................................................................................................................... 66
4.3.4 DELETE SHORT MESSAGE ......................................................................................................................................... 66
4.4 WORK CODE ........................................................................................................................................ 67
4.4.1 ADD WORK CODE ..................................................................................................................................................... 67
4.4.2 ISSUE WORK CODE TO DEVICE ................................................................................................................................. 68
4.4.3 REMOVE WORK CODE ............................................................................................................................................... 68
4.4.4 DELETE WORK CODE................................................................................................................................................. 69
4.5 BIO-TEMPLATE .................................................................................................................................... 69
4.6 BIO-PHOTO ......................................................................................................................................... 70
4.6.1 REGISTER BIO-PHOTO ............................................................................................................................................... 70
4.6.2 IMPORT BIO-PHOTO .................................................................................................................................................. 72
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BioTime 8.0 User Manual
4.6.3 DELETE BIO-PHOTO APPLICATION .......................................................................................................................... 73
4.7 TRANSACTION ..................................................................................................................................... 73
4.7.1 TRANSACTION TABLE ................................................................................................................................................ 73
4.7.2 UPLOAD USB TRANSACTION ................................................................................................................................... 74
4.7.3 DOWNLOAD ATTENDANCE PHOTO ......................................................................................................................... 75
4.8 DEVICE LOG ........................................................................................................................................ 75
4.9 ERROR LOG ......................................................................................................................................... 76
4.10 UPLOAD LOG....................................................................................................................................... 76
4.11 COMMAND LOG .................................................................................................................................. 77
4.12 MOBILE APP ........................................................................................................................................ 79
4.12.1 APP ACCOUNT .......................................................................................................................................................... 79
4.12.2 ANNOUNCEMENT ...................................................................................................................................................... 81
4.12.3 NOTICE ....................................................................................................................................................................... 83
4.12.4 OPERATION LOG ........................................................................................................................................................ 83
4.13 GEO-FENCE ......................................................................................................................................... 84
4.13.1 GPS LOCATION ......................................................................................................................................................... 84
4.13.2 EMPLOYEE SETUP ...................................................................................................................................................... 85
4.13.3 DEPARTMENT SETUP ................................................................................................................................................. 87
4.14 CONFIGURATION ................................................................................................................................. 88
5 ATTENDANCE MANAGEMENT ............................................................................................ 90
5.1 ATTENDANCE PARAMETERS ................................................................................................................. 90
5.1.1 PAY CODE .................................................................................................................................................................. 90
5.1.2 FIXED CODE ............................................................................................................................................................... 93
5.1.3 GROUP ........................................................................................................................................................................ 94
5.2 RULE ................................................................................................................................................... 96
5.2.1 GLOBAL RULE ............................................................................................................................................................ 96
5.2.2 DEPARTMENT RULE ................................................................................................................................................ 100
5.2.3 GROUP RULE ........................................................................................................................................................... 102
5.3 BREAK TIME ....................................................................................................................................... 103
5.3.1 ADD A BREAK TIME ................................................................................................................................................ 103
5.3.2 EDIT A BREAK TIME ................................................................................................................................................. 106
5.3.3 DELETE A BREAK TIME ............................................................................................................................................ 106
5.4 TIMETABLE ........................................................................................................................................ 107
5.4.1 ADD A TIMETABLE .................................................................................................................................................. 107
5.4.2 ADD A FLEXIBLE TIMETABLE .................................................................................................................................. 111
5.4.3 EDIT A TIMETABLE .................................................................................................................................................. 113
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BioTime 8.0 User Manual
5.4.4 DELETE A TIMETABLE ............................................................................................................................................. 113
5.5 SHIFT MANAGEMENT ......................................................................................................................... 113
5.5.1 ADD A SHIFT ........................................................................................................................................................... 114
5.5.2 EDIT A SHIFT ........................................................................................................................................................... 115
5.5.3 DELETE A SHIFT ...................................................................................................................................................... 115
5.6 DEPARTMENT SCHEDULE ................................................................................................................... 116
5.6.1 ADD DEPARTMENT SCHEDULE .............................................................................................................................. 116
5.6.2 DELETE SCHEDULE RECORDS ................................................................................................................................ 117
5.7 GROUP SCHEDULE ............................................................................................................................. 117
5.7.1 ADD GROUP SCHEDULE......................................................................................................................................... 117
5.7.2 DELETE SCHEDULE RECORDS ................................................................................................................................ 118
5.8 EMPLOYEE SCHEDULE ........................................................................................................................ 118
5.8.1 EMPLOYEE SCHEDULE ............................................................................................................................................ 119
5.8.2 QUERYING SCHEDULE DETAILS ............................................................................................................................. 120
5.8.3 IMPORT EMPLOYEE SCHEDULE .............................................................................................................................. 120
5.8.4 DELETE SCHEDULE RECORDS ................................................................................................................................ 120
5.9 TEMPORARY SCHEDULE ..................................................................................................................... 121
5.9.1 ADD A TEMPORARY SCHEDULE ............................................................................................................................. 121
5.9.2 IMPORT TEMPORARY SCHEDULE ........................................................................................................................... 122
5.9.3 DELETE TEMPORARY SCHEDULE ........................................................................................................................... 122
5.10 SCHEDULE PREVIEW ........................................................................................................................... 122
5.10.1 SCHEDULE VIEW ..................................................................................................................................................... 122
5.10.2 VIEW BY PERSON .................................................................................................................................................... 124
5.11 ATTENDANCE APPROVAL ................................................................................................................... 128
5.11.1 MANUAL LOG ......................................................................................................................................................... 128
5.11.2 LEAVE ...................................................................................................................................................................... 131
5.11.3 OVERTIME ................................................................................................................................................................ 134
5.11.4 TRAINING ................................................................................................................................................................. 136
5.11.5 SCHEDULE ADJUSTMENT ....................................................................................................................................... 138
5.12 HOLIDAYS ......................................................................................................................................... 139
5.12.1 ADD A HOLIDAY FOR ATTENDANCE ..................................................................................................................... 139
5.12.2 EDIT A HOLIDAY FOR ATTENDANCE ...................................................................................................................... 141
5.12.3 DELETE A HOLIDAY FOR ATTENDANCE ................................................................................................................. 141
5.13 ATTENDANCE REPORT ....................................................................................................................... 141
5.14 CONFIGURATIONS .............................................................................................................................. 147
5.14.1 CALCULATION ......................................................................................................................................................... 147
5.14.2 REPORT SETTING ..................................................................................................................................................... 149
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BioTime 8.0 User Manual
6 ACCESS CONTROL ............................................................................................................. 150
6.1 DEVICE .............................................................................................................................................. 150
6.1.1 OPEN DOOR ............................................................................................................................................................ 150
6.1.2 CANCEL ALARM ...................................................................................................................................................... 151
6.1.3 SET PARAMETER ..................................................................................................................................................... 151
6.2 DEVICE COMMAND ............................................................................................................................ 154
6.3 TIME PERIOD ..................................................................................................................................... 155
6.3.1 ADD A NEW TIME PERIOD ..................................................................................................................................... 155
6.3.2 EDIT TIME PERIOD .................................................................................................................................................. 156
6.3.3 DELETE TIME PERIOD ............................................................................................................................................. 157
6.3.4 CLONE TO AREAS .................................................................................................................................................... 157
6.4 HOLIDAY ........................................................................................................................................... 158
6.4.1 ADD A HOLIDAY ..................................................................................................................................................... 158
6.4.2 EDIT HOLIDAY ......................................................................................................................................................... 158
6.4.3 DELETE HOLIDAY .................................................................................................................................................... 159
6.4.4 CLONE TO AREAS .................................................................................................................................................... 159
6.5 GROUP .............................................................................................................................................. 160
6.5.1 ADD NEW GROUP .................................................................................................................................................. 160
6.5.2 CLONE TO AREAS ................................................................................................................................................... 162
6.5.3 PERSONNEL TRANSFER ........................................................................................................................................... 162
6.5.4 MOVE TO GROUP 1 ................................................................................................................................................ 163
6.6 UNLOCK COMBINATION ..................................................................................................................... 163
6.6.1 EDIT UNLOCK COMBINATION ................................................................................................................................ 164
6.6.2 CLONE TO AREA ..................................................................................................................................................... 165
6.7 PRIVILEGE .......................................................................................................................................... 165
6.7.1 EDIT EMPLOYEES ACCESS PRIVILEGE ................................................................................................................... 166
6.7.2 ADJUST EMPLOYEES ACCESS PRIVILEGE.............................................................................................................. 167
7 PAYROLL MODULE ............................................................................................................ 168
7.1 EMPLOYEE PROFILE ........................................................................................................................... 168
7.2 FORMULA .......................................................................................................................................... 168
7.2.1 OVERTIME FORMULA .............................................................................................................................................. 169
7.2.2 EXCEPTION FORMULA ............................................................................................................................................ 170
7.2.3 LEAVE FORMULA .................................................................................................................................................... 171
7.2.4 INCREASE FORMULA ............................................................................................................................................... 172
7.2.5 DEDUCTION FORMULA .......................................................................................................................................... 173
7.3 EXTRA FUND ..................................................................................................................................... 174
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BioTime 8.0 User Manual
7.3.1 EXTRA INCREASE ..................................................................................................................................................... 174
7.3.2 EXTRA DEDUCTION ................................................................................................................................................ 174
7.4 PAYROLL STRUCTURE ........................................................................................................................ 175
7.4.1 ADD NEW PAYROLL STRUCTURE .......................................................................................................................... 175
7.4.2 DELETE PAYROLL STRUCTURE ............................................................................................................................... 176
7.5 LOAN ................................................................................................................................................ 176
7.6 SALARY ADVANCE ............................................................................................................................. 178
7.7 REIMBURSEMENT ............................................................................................................................... 179
7.8 SALARY CALCULATION ....................................................................................................................... 180
7.9 SALARY REPORT ................................................................................................................................ 181
8 VISITOR MODULE (OPTIONAL) ......................................................................................... 184
8.1 REGISTRATION ................................................................................................................................... 184
8.1.1 REGISTER THE VISITOR APPOINTMENT .................................................................................................................. 185
8.1.2 DELETE A REGISTRATION ........................................................................................................................................ 188
8.1.3 EXIT A VISITOR ........................................................................................................................................................ 188
8.2 VISITOR ............................................................................................................................................. 189
8.2.1 DISABLE A VISITOR ................................................................................................................................................. 189
8.2.2 ENABLE .................................................................................................................................................................... 190
8.3 RESERVE AN APPOINTMENT ................................................................................................................ 191
8.3.1 CREATE A RESERVATION......................................................................................................................................... 192
8.3.2 QR CODE ................................................................................................................................................................ 193
8.3.3 APPROVE/ REJECT/ REVOKE A RESERVATION ....................................................................................................... 195
8.3.4 DELETE A RESERVATION ......................................................................................................................................... 195
8.4 CONFIGURATION ............................................................................................................................... 195
8.4.1 PARAMETER SETTING ............................................................................................................................................. 196
8.4.2 VISITOR REASON ..................................................................................................................................................... 196
8.4.3 DELETE A VISIT REASON ......................................................................................................................................... 197
9 MEETING MODULE ............................................................................................................ 198
9.1 SETTING UP THE MEETING ROOM ....................................................................................................... 198
9.1.1 ADD A MEETING ROOM ......................................................................................................................................... 199
9.1.2 TO DELETE A MEETING ROOM .............................................................................................................................. 200
9.1.3 VIEW THE MEETING ROOM DEVICES ..................................................................................................................... 201
9.2 SCHEDULE A MEETING ....................................................................................................................... 201
9.2.1 CREATE A MEETING SCHEDULE ............................................................................................................................. 202
9.2.2 APPROVE/ REJECT/ REVOKE A MEETING SCHEDULE ........................................................................................... 205
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BioTime 8.0 User Manual
9.2.3 TO DELETE A MEETING SCHEDULE ....................................................................................................................... 206
9.2.4 ADD PERSONNEL TO THE MEETING ...................................................................................................................... 207
9.2.5 SYNC THE MEETING INFORMATION ....................................................................................................................... 207
9.2.6 CALCULATE MEETING ATTENDANCE .................................................................................................................... 208
9.3 UPDATE ATTENDANCE MANUALLY..................................................................................................... 208
9.3.1 CREATE A MANUAL LOG ........................................................................................................................................ 209
9.3.2 TO DELETE A MANUAL LOG REQUEST .................................................................................................................. 210
9.3.3 APPROVE/ REJECT/ REVOKE A MANUAL LOG REQUEST ...................................................................................... 211
9.4 TRANSACTION ................................................................................................................................... 212
9.5 MEETING REPORTS ............................................................................................................................ 212
9.5.1 MEETING ROOM SCHEDULED ................................................................................................................................ 213
9.5.2 ATTENDANCE DETAIL ............................................................................................................................................. 214
10 MTD MODULE .................................................................................................................... 215
10.1 REAL-TIME MONITORING ................................................................................................................... 215
10.2 DASHBOARD ..................................................................................................................................... 216
10.3 TRANSACTION ................................................................................................................................... 218
10.4 REPORT ............................................................................................................................................. 219
10.5 CONFIGURATION ............................................................................................................................... 222
11 SYSTEM SETTINGS ............................................................................................................. 226
11.1 SYSTEM USER MANAGEMENT............................................................................................................. 226
11.1.1 PRIVILEGE GROUP MANAGEMENT ........................................................................................................................ 226
11.1.2 USER MANAGEMENT .............................................................................................................................................. 227
11.1.3 NOTIFICATION ......................................................................................................................................................... 229
11.2 DATA MANAGEMENT ......................................................................................................................... 230
11.2.1 DATABASE BACKUP ................................................................................................................................................ 230
11.2.2 DATA MIGRATION .................................................................................................................................................. 233
11.3 INTEGRATION .................................................................................................................................... 234
11.3.1 AUTO EXPORT ......................................................................................................................................................... 234
11.3.2 AUTO ATTENDANCE EXPORT................................................................................................................................. 237
11.4 MIDDLE TABLE .................................................................................................................................. 239
11.5 LOG .................................................................................................................................................. 239
11.5.1 USER LOG ................................................................................................................................................................ 239
11.5.2 SYSTEM LOG ........................................................................................................................................................... 240
11.6 CONFIGURATION SETTINGS ................................................................................................................ 241
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BioTime 8.0 User Manual
11.6.1 COMPANY SETTING ................................................................................................................................................ 241
11.6.2 EMAIL SETTING ....................................................................................................................................................... 242
11.6.3 EMAIL TEMPLATE .................................................................................................................................................... 243
11.6.4 ALERT SETTINGS ..................................................................................................................................................... 244
11.6.5 LDAP SETUP .......................................................................................................................................................... 244
11.6.6 FTP SETTINGS ......................................................................................................................................................... 246
11.6.7 PDF EXPORT ........................................................................................................................................................... 247
11.6.8 BOOKMARKS ........................................................................................................................................................... 247
11.6.9 SECURITY SETTING .................................................................................................................................................. 248
APPENDICES ............................................................................................................................................ 255
APPENDIX: 1 ......................................................................................................................................................... 255
PERSONNEL SELECTION ............................................................................................................................................................ 255
DATE SELECTION ....................................................................................................................................................................... 256
TIME SELECTION ........................................................................................................................................................................ 257
IMPORT ...................................................................................................................................................................................... 258
EXPORT ...................................................................................................................................................................................... 259
CUSTOM DISPLAY FIELDS......................................................................................................................................................... 260
ADAPTIVE COLUMN WIDTH ..................................................................................................................................................... 261
MULTI-LABEL FUNCTION ......................................................................................................................................................... 262
CUSTOM THEME ........................................................................................................................................................................ 263
FILTER SEARCH FUNCTION ....................................................................................................................................................... 263
CUSTOM BOOKMARK ................................................................................................................................................................ 266
LOG VIEW .................................................................................................................................................................................. 267
APPENDIX: 2 ......................................................................................................................................................... 268
END-USER LICENSE AGREEMENT ................................................................................................................................... 268
GLOSSARY ............................................................................................................................................... 270
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BioTime 8.0 User Manual

1 Introduction

BioTime 8.0 provides unified management to customers in terms of time management and operational safety. It helps the customers to continuously improve safety management by affording a simple and efficient platform that can manage all the time and security-related aspects at a single instance.
Features
With a powerful data handling capacity, the system can manage the attendance data of
10,000 employees.
The visual and reliable operating procedure gives you years of attendance management
experience.
Automatic user management makes the system simpler and more efficient.
The hierarchical management ensures user data security.
The real-time data processing system ensures data availability to the administrators at any
time.
Requirements of Server Hardware Configuration
CPU: Frequency of more than 2.0 GHz;
Memory: 4 GB available or above;
Hard Disk: Available space of 100 GB and above. It is recommended to use an NTFS hard disk partition
as the software installation directory. (An NTFS hard disk partition provides better performance and higher security).
Software Operating Environment
Supported Operating System: (64-bits) Windows 7/8/8.1/10, Windows Server 2008/2008 R2/2012/2012 R2/2016/2019;
Supported Database: PostgreSQL (Default), MSSQL Server 2005/2008/2012/2014/2016/2017, Oracle 10 g/ 11 g/ 12 c, MySQL 5.0/ 5.6/ 5.7;
Supported Mainstream Browser: IE 11+, Google Chrome 33+, Firefox 27+.
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BioTime 8.0 User Manual

1.1 BioTime8.0 Modules

The software mainly consists of the following functional modules:
Personnel module
The personnel module includes four parts: Department Management to set the Company's main architecture; Employee Management to enter employee’s information into the system, allocating employees to various Departments and to maintain employee details; Workflow Management to create a systematic structure with multi-level management; Configurations to add document details to each employee.
Device Module
The Device module sets the communication parameters to connect the devices. The communication with the devices will be successful only after the communication parameters are set properly. Once the communication is successful, you can view information about connected devices and perform operations such as remote monitoring, upload, and download.
Attendance Module
The Attendance module collects and processes attendance data of all the employees, manages their work schedules, leaves, requests, and generates all transactions and schedule reports.
Access Control Module
The Access Control module sets Time period, Holidays, Access Groups, Unlock combinations, etc. Also, it manages the access control parameters such as Door Lock Delay, Door Sensor, Anti-Passback, Duress options, etc.
Payroll Module
The Payroll module helps to calculate the salary of each employee by considering the allowances, deduction, expenses, loan, and salary advance. Payroll formulas can be assigned so that salary can be incremented/deducted based on the variables.
Visitor Module (Optional)
Visitor Module is integrated with Access Control Module to provide a way to easily control, record and track visitors. It implements entry registration, exit registration, visitor reservation and so on.
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Meeting Module
Simple meeting management helps users to manage meeting devices, meeting rooms, meeting applications, meeting attenders and attendance of attenders.
MTD Module
The MTD Module obtains verification records from the mask & body temperature detection devices and generates statistics and reports about mask and body temperature. If there is personnel who has higher body temperature or does not wear a mask, an email notification will be sent to the personnel himself, the system superuser and system user who has permission to access the department which the personnel belongs to. And also, if the personnel’s APP status is enabled, the software will also push notification to corresponding personnel APP account.
System Module
The System Module assigns System Users and configures their roles. It sets the system parameters and manages the system operation logs.

1.2 Fundamental Procedure

Follow the below procedure for a smoother interface experience. It takes Superuser as an
example. Different users have different access rights, so the procedure changes for each role.
Log in to the system and modify the default password of your account.
Assign user accounts and roles for the users using the system (such as Company Management
Personnel, Registrars, and Attendance Administrators).
Set the common System information such as System parameters, Announcements, and Alerts.
Set the organization architecture according to the company’s structure and set the
corresponding position details.
Enter the employee information.
Set the regional structure of the company. Add T&A devices for the system and configure the
devices.
Set the attendance parameters. You can use the default settings or modify the settings as per
your company’s regulations.
Set the attendance timetables to predefine the working hours and related parameters.
Set the shifts for employees.
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Schedule the shifts and assign employees to the shifts. Assign temporary schedules if there is
any requirement.
Set Leave, Holiday, Compensatory Leave based on the attendance parameters.
Set time period, access group, unlock combination and so on for each area for lock control.
Set the payroll formula for overtime, leave, exception and so on. Set the payroll structure for
the personnel.
Manage the use of meeting room and the access of visitors.
Generate the attendance report, payroll report and meeting attendance report. The system
collects statistics and generates reports for the specified period
.
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2 System Management

2.1 Login

(1) Once the program is installed on the system, double-click the program icon on the desktop to view the system login interface. Other systems can access the application through the network.
(2) Open the browser, enter the Server IP Address and the Port number in the address bar. Click Enter to login.
To use the system on a server, select Program > BioTime > BioTime Server Controller and start the service.
Then, double-click the shortcut icon of BioTime Home Page on the desktop. The system login interface pops up.
Note: In Windows 7/Vista, right-click BioTime Server Controller and select Run as administrator from the shortcut menu.
(3) When you log in to the system, authentication is required to guarantee the system security. A
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superuser account (with all operational permissions) need to be created for a user who is using the system for the first time.
Enter the Username, Email, Password, click [Confirm] to create a superuser.
The superuser can assign employees (such as Company Management Personnel, Registrars, and Statistics Clerks) as new users and they can configure the corresponding user roles. For detailed operation, please refer to 11.1.2 "User Management"
.
(4) Enter the Username and Password. Click Login to view the user interface.
(5) After the user logs in, the system displays the dashboard as shown in the below figure.
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On the Dashboard, you can see night modules namely Personnel, Device, Attendance, Access Control, Payroll, Visitor, Meeting, MTD and System. Click the related module to perform the related functionalities.

2.2 Logout

Click the User button on top-right of the interface, select Logout and click Confirm to log out
from the application.
After logging out, stop the service in BioTime Server Controller and quit the service counter.

2.3 Change Password

A Superuser or new users can change their passwords to guarantee the safe system operation. Click
the User button on top-right and select Password. Enter the old password, new password, and
confirm the new password. Click Confirm to change the password.
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3 Personnel Management

The Personnel management module allows you to set the main architecture of the company. It includes adding employees to the system, allocating employees to departments maintaining the employees and so on.

3.1 Department Management

Select [Personnel] > [Department] to view the Department management interface, as shown in the figure below.
Before adding the employees, set the organizational structure of the company. When the module is used for the first time, a level 1 department with department name as “Department” and Department Code as “1” will be created as a default.
Note: This Department can be edited (modified) but cannot be deleted.

3.1.1 Add a Department

1. Select [Personnel] > [Department] > [Add] to add a new Department, as shown in the figure below.
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Set the parameters as shown below:
Department Code: Enter a unique Department code maximum of 50 digits.
Department Name: Enter the corresponding Department Name maximum of 100 characters.
Superior: Click and select a superior Department of this Department from the drop-down list.
2. After entering the required details, click [Confirm] to save the new Department. Click to
refresh the Department tree.
Note:
1. You can click [Import] to import the Department information to another software or system. For detailed operation, please refer to 4."Import" in Appendix 1.
2. You can click to export the Department data locally. For detailed operation, please refer to 5.
"Export" in Appendix 1.

3.1.2 Edit a Department

If you want to change the organization’s structure, you can modify the Department Name, Department Code, and the Superior Department. Click the Department Code of the Department to
be modified or, click icon in the same row of the Department to be modified. After modifications,
click [Confirm] to save the modified Department information.
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3.1.3 Delete a Department

Select the Department to be deleted and click [Delete] on the upper left of the Department list.
Or directly click in the same row of the Department to be deleted. Click [Confirm] to delete the
Department.
Note:
Deleting or modifying a Department causes the employees belonging to the particular Department to belong to none of the Departments. This also leads to the failure of generating some reports.
If deletion or modification is indeed required, transfer the personnel in the particular Department to other Departments, and then delete the Department. That is, the Department which is currently being used cannot be deleted.

3.1.4 Personnel Transfer

You can adjust employees to the selected Department in batches.
1. Select [Personnel] > [Department]. Select the corresponding Department and click [Personnel Transfer].
2. In the employee’s s list, select the employee(s) whom you want to adjust to the selected Department in batches (You can search employees by Department, Name or Employee ID).
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3. Select the Employee and click [Confirm]. The Departments of the selected employee will be changed.

3.2 Position Management

It is necessary to add the position details while adding the employee details.
Select [Personnel] > [Position] to view the Position interface, as shown in the figure below.
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3.2.1 Add a Position

1. Select [Personnel] > [Position] > [Add] to add a new position
Set the parameters as shown below:
Position Code: Enter a unique Position Code.
Position Name: Enter Position Name.
Superior: Select a Superior Position.
2. After entering the required details, click [Confirm] to save the new position.

3.2.2 Edit a Position

If you want to edit the position details, click the Position or icon in the same row of the position
to be edited.
After modifications, click [Confirm] to save the modified position details.

3.2.3 Delete a Position

Select the position to be deleted and click [Delete] on the upper left of the position list or click
icon in the same row of the position to be deleted. Click [Confirm] to delete the position.
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3.2.4 Personnel Transfer

You can adjust the employee’s positions in batches.
1. Select [Personnel] > [Position]. Select the corresponding position and click [Personnel Transfer].
2. In the employee’s list, select the employees whom you want to change the position. (You can search employees by Department, Name or Employee ID).
3. Select the employee(s) and click [Confirm]. The position of the selected employee will be changed.
Note:
1. You can click [Import] to import the position information in another software or system. For detailed operation, please refer to 4."Import" in Appendix 1.
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2. You can click to export the position data locally. For detailed operation, please refer to 5.
"Export" in Appendix 1.

3.3 Area Management

Area Management allows you to manage the employee’s details in a device within the designated area. (One device can belong to only one area) The system will automatically send the employee’s information to the devices in real-time.
Select [Personnel] > [Area] to view the area settings.
The system will set a default area named [Not Authorized] whose area code is 1.

3.3.1 Add an Area

1. Select [Personnel] > [Area] > [Add] to add a new area.
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Set the parameters as shown below:
Area Code: Enter a unique area code.
Area Name: Enter an area name.
Superior: Select a superior area of this area from the drop-down list.
2. After entering the required details, click [Confirm] to add the new area.

3.3.2 Edit an Area

1. In the area list, click an area code, or click icon in the same row of the area to be edited.
2. After modifications, click [Confirm] to save the modified area.
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3.3.3 Delete an Area

In the area list, select the area to be deleted and then click [Delete] on the upper of the area list or
directly click in the same row of the area to be deleted.
Click [Confirm] to delete the selected area.
Note:
1. The default area cannot be deleted.
2. Areas that are being currently used by employees or devices cannot be deleted.
3. Areas with subordinates cannot be deleted.

3.3.4 Personnel Transfer

You can adjust the area of employees in batches.
1. Select [Personnel] > [Area]. Select the corresponding area and click [Personnel Transfer].
2. In the employee’s list, select the employees whom you want to change the area (You can search
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