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Lathem PC50/60 with Finger Sensor or TSRFS manuale d’uso - BKManuals

Lathem PC50/60 with Finger Sensor or TSRFS manuale d’uso

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Un buon manuale d’uso

Le regole impongono al rivenditore l'obbligo di fornire all'acquirente, insieme alle merci, il manuale d’uso Lathem PC50/60 with Finger Sensor or TSRFS. La mancanza del manuale d’uso o le informazioni errate fornite al consumatore sono la base di una denuncia in caso di inosservanza del dispositivo con il contratto. Secondo la legge, l’inclusione del manuale d’uso in una forma diversa da quella cartacea è permessa, che viene spesso utilizzato recentemente, includendo una forma grafica o elettronica Lathem PC50/60 with Finger Sensor or TSRFS o video didattici per gli utenti. La condizione è il suo carattere leggibile e comprensibile.

Che cosa è il manuale d’uso?

La parola deriva dal latino "instructio", cioè organizzare. Così, il manuale d’uso Lathem PC50/60 with Finger Sensor or TSRFS descrive le fasi del procedimento. Lo scopo del manuale d’uso è istruire, facilitare lo avviamento, l'uso di attrezzature o l’esecuzione di determinate azioni. Il manuale è una raccolta di informazioni sull'oggetto/servizio, un suggerimento.

Purtroppo, pochi utenti prendono il tempo di leggere il manuale d’uso, e un buono manuale non solo permette di conoscere una serie di funzionalità aggiuntive del dispositivo acquistato, ma anche evitare la maggioranza dei guasti.

Quindi cosa dovrebbe contenere il manuale perfetto?

Innanzitutto, il manuale d’uso Lathem PC50/60 with Finger Sensor or TSRFS dovrebbe contenere:
- informazioni sui dati tecnici del dispositivo Lathem PC50/60 with Finger Sensor or TSRFS
- nome del fabbricante e anno di fabbricazione Lathem PC50/60 with Finger Sensor or TSRFS
- istruzioni per l'uso, la regolazione e la manutenzione delle attrezzature Lathem PC50/60 with Finger Sensor or TSRFS
- segnaletica di sicurezza e certificati che confermano la conformità con le norme pertinenti

Perché non leggiamo i manuali d’uso?

Generalmente questo è dovuto alla mancanza di tempo e certezza per quanto riguarda la funzionalità specifica delle attrezzature acquistate. Purtroppo, la connessione e l’avvio Lathem PC50/60 with Finger Sensor or TSRFS non sono sufficienti. Questo manuale contiene una serie di linee guida per funzionalità specifiche, la sicurezza, metodi di manutenzione (anche i mezzi che dovrebbero essere usati), eventuali difetti Lathem PC50/60 with Finger Sensor or TSRFS e modi per risolvere i problemi più comuni durante l'uso. Infine, il manuale contiene le coordinate del servizio Lathem in assenza dell'efficacia delle soluzioni proposte. Attualmente, i manuali d’uso sotto forma di animazioni interessanti e video didattici che sono migliori che la brochure suscitano un interesse considerevole. Questo tipo di manuale permette all'utente di visualizzare tutto il video didattico senza saltare le specifiche e complicate descrizioni tecniche Lathem PC50/60 with Finger Sensor or TSRFS, come nel caso della versione cartacea.

Perché leggere il manuale d’uso?

Prima di tutto, contiene la risposta sulla struttura, le possibilità del dispositivo Lathem PC50/60 with Finger Sensor or TSRFS, l'uso di vari accessori ed una serie di informazioni per sfruttare totalmente tutte le caratteristiche e servizi.

Dopo l'acquisto di successo di attrezzature/dispositivo, prendere un momento per familiarizzare con tutte le parti del manuale d'uso Lathem PC50/60 with Finger Sensor or TSRFS. Attualmente, sono preparati con cura e tradotti per essere comprensibili non solo per gli utenti, ma per svolgere la loro funzione di base di informazioni e di aiuto.

Sommario del manuale d’uso

  • Pagina 1

    PayClock ® & USB T erminal Manager T ime and Attendance System User ’ s Guide[...]

  • Pagina 2

    THIS EQUIPMENT COMPLIES WITH FCC REQUIREMENTS PURSUANT OF PART-15 T h i s d e v i c e c o m p l i e s w i t h P a r t 1 5 o f t h e FCC Rules. Operation is subject to the following two conditions: (1) this device ma y not cause harmful interference, and (2) this device must accept any interference r eceived, including interference that may cause un[...]

  • Pagina 3

    CONTENTS QUICK START STEPS ................................................................................... V WELCOME........................................................................................................ 1 PACKAGE CO NTENTS ........................................................................... 6 SYSTEM REQUIREMEN TS ......[...]

  • Pagina 4

    APPENDIX A - P AYCLOCK CLIENT I NSTALLATION IN A MULTI- USER SYSTEM ............................................................................................... 73 APPENDIX B - I NTEGRATING PAYCLOCK WITH QUICKBOOKS... 75 APPENDIX C - P AYCLOCK CLIENT S OFTWARE WAN INSTALLATION .....................................................................[...]

  • Pagina 5

    Quick Start Steps Carefully follow each step of th ese instructions for a troub le- free experience. 1 2 3 4 Verify the contents of your system. (For more detailed informat ion turn to page 6.) Install the PayClock Software . (For more detailed instructions turn to page 9.) Important Notes Make sure your screen saver is not showing before inserting[...]

  • Pagina 6

    5 6 7 8 9 Open the PayClo ck software by clicking on the PayClock I con. The default password is lathem . (For more detailed instructions turn to page 31.) Click Setup Now from the Get Started window to configure PayClock. (For more detailed instructions turn to page 34.) Add employees using the Employees button under the Set up tab. To add a new e[...]

  • Pagina 7

    PAYCLOCK USER’S GUIDE 1 Welcome Purpose of this User’s Guide The purpose of this user’s guide is not meant to be a complete manual for the product. It is a quick reference to get you started. Please refer to the PayClock Help for detailed product information, setup guidance, and operation information. Product Overview Reliability, functionali[...]

  • Pagina 8

    PAYCLOCK USER’S GUIDE 2 The PC50/PC60 utilizes a proximity badge system, meaning that employees will punch in and out by pr esenting a badge in front of the terminal’s sensor. The PC50/PC60 also offers a backlit LCD screen to display important attendance information. Upon receiving a punch, the screen will display the employee’s name, In/Out [...]

  • Pagina 9

    PAYCLOCK USER’S GUIDE 3 Features and Specifications • TS100 - Simple biometric touch sensor to clock in and out. • PC50/60 - Simple proximity badge system to clock in and out. • Instant identification eliminates buddy punching (TS100, PC50/60 with Wall Mount Finger Sensor or Remote Finger Sensor). • PC50/60 - Capable of playing audio and [...]

  • Pagina 10

    PAYCLOCK USER’S GUIDE 4 Accessories A number of accessories are offered to further enhance your PayClock system. Visit http://shop.lathem.com to purchase additional accessories like the ones listed below. • Badges • Badge Racks • Fingerprint Sensor attachment • Annual Support Agreements Getting Help The purpose of this user’s guide is n[...]

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    PAYCLOCK USER’S GUIDE 5 On the Support page, you may also submit a question through our online knowledgebase and one of our technicians will respond to your inquiry within 24 hours. Email support is free to all registered users. Telephone Support The help desk is available between the hours of 8am and 7pm Monday through Friday. Please call (800) [...]

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    PAYCLOCK USER’S GUIDE 6 Package Contents Please verify that your package incl udes ALL of the following items. If your package is missing an item, please call the help desk at 1-800- 241-4990. TouchStation - TS100 Remote Finger Sensor - TSRFS[...]

  • Pagina 13

    PAYCLOCK USER’S GUIDE 7 PayClock Proximity Terminal - PC50/60 Recommended Installation Tools (PayClock Proxi mity Terminal) Tape Measure Pencil Philips Head Screw Driver Optional- Power Drill & Drill Bits[...]

  • Pagina 14

    PAYCLOCK USER’S GUIDE 8 System Requirements You must verify that your system meets ALL of the minimum requirements listed below in order to run PayClock on your computer. Do not install the software if your system does not meet these minimum requirements! Requirements: y Processor: 1 GHz or higher y Operating System: Microsoft Windows 32-Bit or 6[...]

  • Pagina 15

    PAYCLOCK USER’S GUIDE 9 Install the PayClock Software The PayClock install loads the client and server application as well as your database. CAUTION: Before proceeding with your PayClock installation, verify that your PC meets ALL of the System Requirements listed on page 8! Standard Install Follow these instructions for these scenarios whether i[...]

  • Pagina 16

    PAYCLOCK USER’S GUIDE 10 W i n d o w s 8 • Click the message “Tap to choose what happens on the disk.”. • Select Run Setup.exe. Note: Click Yes at the User Account Control confirmation window.  Follow the Setup Steps • It may take the install a few minutes to start, please be patient. • From the Install PayClock window click on Nex[...]

  • Pagina 17

    PAYCLOCK USER’S GUIDE 11 Install the USB Terminal Manager Software The USB Terminal Manager install loads the client application and drivers for the selected USB terminal. Follow these instructions for this scenario: • You want to use a PayClock USB terminal, which are TS100, PC50/60, Remote Finger sensor or PC50/60 with Wall Mount Finger Senso[...]

  • Pagina 18

    PAYCLOCK USER’S GUIDE 12  Follow the Setup Steps • It may take the install a few minutes to start, please be patient. • From the USB Terminal Manager installation window click on Next. • At the Choose Terminal selection window, select the USB terminal that will be connected to the computer and then click Next to move forward. • At the [...]

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    PAYCLOCK USER’S GUIDE 13 • The computer will automatically begin installation of the required software drivers. Follow these instructions to successfully complete the installation of the software drivers.  Windows XP - Install the USB Drivers These two software drivers must be installed for the PayClock USB terminal to operate properly: TUSB[...]

  • Pagina 20

    PAYCLOCK USER’S GUIDE 14 • Select “ Install the software automatically (Recommended) ” and click “ Next > ”. • When the driver is located, this message will display. Click “ Continue Anyway ”. • Click Finish to complete the process of loading the first driver. • Another “ Found New Hardware Wizard ” will display. Select[...]

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    PAYCLOCK USER’S GUIDE 15 • Select “ Install the software automatically (Recommended) ” and click “ Next > ”. • When the driver is located, this message will display. Click “ Continue Anyway ”. • Click Finish to complete the process of loading the second driver. • Following the completion of installing the drivers, the PayCl[...]

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    PAYCLOCK USER’S GUIDE 16  Complete the Installation • The Installation Complete window will display after the drivers are loaded, click Finished to complete the installation and reboot the computer if prompted. • The USB Terminal Manager icon will display in the notification Area with Device Connected.[...]

  • Pagina 23

    PAYCLOCK USER’S GUIDE 17 Setting up a Multi-User System PayClock is by default a single user system. You must purchase and enable the multi-user feature in or der to access PayClock from other computers on your network. Note: You must register your PayClock software before enabling the Multi-User feature even if you have already paid for the feat[...]

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    PAYCLOCK USER’S GUIDE 18 Optional USB Terminal only Installation These instructions identify how to install a USB terminal on a separate computer from the one which contains the PayClock software. Note: The second computer MUST be on the same Local Area Network (LAN) as the PayClock software installation .  Run the USB Terminal Manager Setup P[...]

  • Pagina 25

    PAYCLOCK USER’S GUIDE 19 • At the Choose Terminal selection window, select the USB terminal that will be connected to the computer and then click Next to move forward. • At the Ready to Install screen, click Next .  Device Driver Installation - Windows XP • This window will display 2 times with the options “Continue Anyway” or “Sto[...]

  • Pagina 26

    PAYCLOCK USER’S GUIDE 20 • After successfully connecting the PayClock USB terminal to your computer the message, “ Found New Hardware ” will show in the Notification Area with the USB icon . • The “ Found New Hardware Wizard ” will display. Select “ No, not this time ” and click “ Next > ”. • Select “ Install the softwa[...]

  • Pagina 27

    PAYCLOCK USER’S GUIDE 21  Complete the Installation • The Installation Complete window will display after the drivers are loaded, click Finished to complete the installation and reboot the computer if prompted. • The USB Terminal Manager icon will display in the notification Area with Device Connected.[...]

  • Pagina 28

    PAYCLOCK USER’S GUIDE 22 Mount the USB Terminal Select a site to place the USB termi nal that will be convenient to employees clocking in and out. If you wish to increase the distance between the USB terminal and the computer’s USB port, you may utilize the following USB cable extenders available from the help desk at (800) 241-4990 or from htt[...]

  • Pagina 29

    PAYCLOCK USER’S GUIDE 23 Step 2: After selecting the appropriate installation site, use masking tape to hold the included Moun ting Template onto the wall. Drill holes using the template as a guide. Note: the bottom of the terminal should be about 45 inches from the floor. Remove the Template from the wall and install the included mounting screws[...]

  • Pagina 30

    PAYCLOCK USER’S GUIDE 24 Hang the terminal on the wall, aligning the three keyholes on the rear of the enclosure with the three pr otruding screw heads, and then pressing downward on the terminal housing until it lowers onto the screws. Screw the small screw into the hole of the tab from the small “L”- shaped bracket at the bottom of the encl[...]

  • Pagina 31

    PAYCLOCK USER’S GUIDE 25 Using the USB Terminals The PayClock USB terminals allow employees to perform certain functions such as punching In and Out. Using the TS100 To clock IN or OUT, the employee should place his finger on the TS100 sensor. Proper finger placement is critical . The employee should place his finger on the sensor as he did when [...]

  • Pagina 32

    PAYCLOCK USER’S GUIDE 26 Using the PC50/60 To punch, move the badge towards and below the illuminated oval target area on the front of the PC50/60. When the badge is in close proximity to the PC50/60, a confirmation beep will sound, a text message will appear, a custom audio message may be played, and the oval target area will turn either green o[...]

  • Pagina 33

    PAYCLOCK USER’S GUIDE 27 Using the PC50/60 & Finger Sensor The PC50/60 w/ Wall Mount Finger sensor can read a badge or fingerprint. Using a Badge at the PC50/60 w/Wall Mount Finger Sensor To punch, move the badge towards and below the illuminated oval target area on the front of the PC50/60. When the badge is in close proximity to the PC50/60[...]

  • Pagina 34

    PAYCLOCK USER’S GUIDE 28 Using the Remote Finger Sensor To clock IN or OUT the employee should place his finger on the TSRFS sensor. Proper finger placement is critical . The employee should place his finger on the sensor as he did when he enrolled. The best method of finger placement is to roll the finger flat onto the sensor, as shown below. Th[...]

  • Pagina 35

    PAYCLOCK USER’S GUIDE 29 Using the PayClock Software PayClock utilizes a sleek user interfa ce that allows you to get more out of the functions you use most. The interface provides centralized navigation to all parts and functions within the software. Navigation panes allow you to quickly manage payroll rules, employees, payroll data and reports.[...]

  • Pagina 36

    PAYCLOCK USER’S GUIDE 30 • Home Tab: The Home tab contains information on how to start using PayClock along with quick action buttons in a flow chart of the routine process of use. • Timecards Tab: The Timecards tab contains functions for polling your terminal(s), editing employee timecards, globally editing a group of employees, exporting da[...]

  • Pagina 37

    PAYCLOCK USER’S GUIDE 31 Logging into PayClock PayClock is a single user system by default with one user account, Administrator. The Administrator account gives the user full access to PayClock. Open the PayClock software by clicking on the PayClock Icon located on your desktop. Log In To begin using PayClock, you must first Log In to the system [...]

  • Pagina 38

    PAYCLOCK USER’S GUIDE 32 3. Click OK and the software will open. A welcome tone will let you know that PayClock is ready for use. Create and Change Your Password You should create your own unique password to protect sensitive payroll data. 1. At the Log In screen, click the Change button. 2. Type in your Old Password (remember, the default is “[...]

  • Pagina 39

    PAYCLOCK USER’S GUIDE 33 There are three ways to register your software: • Complete the Registration Wizard by clicking the Register Now button on the Get Started window that appears upon log-in. Fill in the requested information and submit. If you do not have an internet connection, select Print at the end of the wizard to print and fax your i[...]

  • Pagina 40

    PAYCLOCK USER’S GUIDE 34 Setting up PayClock How does PayClock calculate time? PayClock uses an open shift to define the start of the workday. An employee’s open shift starts with his/her first punch of the day and continues until the day change or for 14 hours if working past the day change. The work day length is set to 14 hours by default. E[...]

  • Pagina 41

    PAYCLOCK USER’S GUIDE 35 From the Getting Started window click the Setup Now button or click the Setup tab on the ribbon bar. Use the buttons on the Setup tab to set up your basic company structure. Pay Period Setup • At the Setup tab, click the Pay Class button. • Select the Standard pay class item from the List box on the left side of the w[...]

  • Pagina 42

    PAYCLOCK USER’S GUIDE 36 • To set up weekly overtime, se lect the pay code and set the limit. Click the Help button is you need assistance setting up the overtime. • Click Save to keep your changes. Rounding Setup • With the Standard pay class item still selected, click on the Advanced tab. • Select the rounding option. Note: The “Not S[...]

  • Pagina 43

    PAYCLOCK USER’S GUIDE 37 Additional Software Setup The Setup tab of the ribbon bar is used to configure the PayClock software for your company, pay period rules, departments, employees, shifts, payroll exports, PayClock users and preferences. See the PayClock Help for deta iled information on the Setup tab. Company Button At the Company button of[...]

  • Pagina 44

    PAYCLOCK USER’S GUIDE 38 automatically deducted, or a combination of both. They can also be unpaid or paid. Breaks are applied to shifts. For example, you have a shift that starts at 7:30am and ends at 4:00pm with a 30 minute punched unpaid break that can be taken between 11:30am and 2:00pm. After defining the breaks assign them to shifts. Shifts[...]

  • Pagina 45

    PAYCLOCK USER’S GUIDE 39 Add Employees and Assign Badges The Employees button under the Setup tab is used to maintain the employees in the PayClock software. This will include adding, editing and terminating employees. The Employees button has nine tabs - General, Overrides, Schedules, Benefit Time, Depa rtments, Personal, Messages, Terminals and[...]

  • Pagina 46

    PAYCLOCK USER’S GUIDE 40 Add New Employees General Tab After adding the employees click on the Terminal Manager tab and update your terminal(s). 1. From the Ribbon Bar, click the Setup tab and click on the Employees button. The Employees window will display. 2. Click the New button, the next available blank employee template will display. 3. Type[...]

  • Pagina 47

    PAYCLOCK USER’S GUIDE 41 5. If your company uses an Employee Number, enter it here. Usually, payroll services require an employee number for exports. 6. PayClock automatically fills in the Employee PIN but you can change it if you like. To change the PIN, enter the number in the Employee PIN field. Note: The Employee PIN is not supported with the[...]

  • Pagina 48

    PAYCLOCK USER’S GUIDE 42 The next section covers each topic briefly to give you an overview of the system. See th e PayClock Help for detailed information on each topic. Overrides Tab You use the Overrides tab to define punched or automatically deducted breaks for individual employees on the open shift. Any defined breaks on this tab will overrid[...]

  • Pagina 49

    PAYCLOCK USER’S GUIDE 43 Benefit Time Tab You use the Benefit Time tab to trac k an employee's benefits, such as how much sick or vacation time they have or have taken. You can track up to 5 pay codes. The softwa re keeps track of how much time the employee has taken and how mu ch time the employee has left. Departments Tab The Departments t[...]

  • Pagina 50

    PAYCLOCK USER’S GUIDE 44 Enrolling Employee Fingerprints The Finger Template Management Wizard is used to enroll, re-enroll and maintain employee finger prints for the TS100, PC50/60 with Wall Mount Finger Sensor and Remote Finger Sensor. Proper finger placement is critical to ensure reliable punches. The best method of finger placement is to rol[...]

  • Pagina 51

    PAYCLOCK USER’S GUIDE 45 • During enrollment, the employee should do his best to provide consistent finger placement: THIS IS CRITICAL. Good enrollment enables the finger sensor to provide the best matching possible during daily use, and thus, the enrollment process is one of the most important steps. • The finger sensor may have diffi culty [...]

  • Pagina 52

    PAYCLOCK USER’S GUIDE 46 • Each good scan of the finger will cause a circle to change color on Step 2, with a successful registration all four circles will change color and then the message “Enrollment was Successful” will display. Note: The employee will have to repeat the registration process if the sensor did not read their fingerprint. [...]

  • Pagina 53

    PAYCLOCK USER’S GUIDE 47 Editing Timecards The Timecards tab is used to manage employee punch data. You can view and edit employee punches as well as non-work time such as vacation time or dollar amounts such as tips. You can view employee data for open or closed pay periods. When you click on the Timecards tab you will see 4 areas, the Timecard [...]

  • Pagina 54

    PAYCLOCK USER’S GUIDE 48 employees, select which Pay Class to ed it the data for, select the time period for the edits, export payroll data and clock the pay period. The Employee List and Toolbar The Employee List displays employees along with their summary data such as wages, regular time, overtime, vacation, etc. You can filter the employees th[...]

  • Pagina 55

    PAYCLOCK USER’S GUIDE 49 • Department - From the list select the department or departments that hold the employees you want to display in the summary list. • Show Terminated Employees - Check this option if you want to display employees marked as terminated in the list. If you don’t want terminated employees to display in the list, uncheck [...]

  • Pagina 56

    PAYCLOCK USER’S GUIDE 50 When an employee is selected from Employee List their individual timecard will display with their punch data for the selected pay period. The Timecard has 3 areas; the toolbar, the employee information and the timecard table. The Timecard Toolbar allows you to add punches and non-work time, search for exceptions, insert n[...]

  • Pagina 57

    PAYCLOCK USER’S GUIDE 51 • List tab - This tab is designed specifically to be used to view the photos of employees who punch at the FaceIN terminal. This tab is not used with the USB terminals. Timecard Table Color Legend The timecard table can display the rows or cells in colors that a re used to identify certain conditions. • Light Blue - A[...]

  • Pagina 58

    PAYCLOCK USER’S GUIDE 52 Timecard Timeline The Timecard Timeline is a snap-shot view of the shifts and punches for the selected date. The Timecard Timeline can be expanded, collapsed or hidden entirely. When the timeline is expanded it has 3 areas; the Actual Punches, the Adjusted Punches and the Shift. • Actual Punches area - Displays the unro[...]

  • Pagina 59

    PAYCLOCK USER’S GUIDE 53 Maintaining Employee Timecards The Timecards tab is used to manage employee punch data. You can view and edit employee punches as well as non-work time such as vacation time or dollar amounts such as tips. The timecard body contains an area that resembles a spreadsheet for keying in punch data. Note: Manually added punche[...]

  • Pagina 60

    PAYCLOCK USER’S GUIDE 54 • Type in the hour and the cursor will automatically move to the minutes. • Type in the minutes and the cursor will automatically move to AM/PM. • If your time is set to 12-hour format type an 'A' or 'P' to change to AM or PM. • Press enter or tab on the computer keyboard to save the punch. Add[...]

  • Pagina 61

    PAYCLOCK USER’S GUIDE 55 • Select the Timecards tab on the ribbon bar and click on the desired employee from the Employee List, the employee’s timecard will display. • Locate the non-work time column and then click on the cell for the day that you want to add the non-work time. The cell will be highlighted when it has been selected. • Typ[...]

  • Pagina 62

    PAYCLOCK USER’S GUIDE 56 • Select the Timecards tab on the ribbon bar and click on the desired employee from the Employee List, the employee’s timecard will display. • At the timecard table toolbar click the Insert button and select Transfer. The Add Transfer window will open. • Type in the hour and the cursor will automatically move to t[...]

  • Pagina 63

    PAYCLOCK USER’S GUIDE 57 If the Shift column is displaying in the timecard table simply click in the cell for the desired day and from the list select the desired shift. The shift change will take affect immediately. See the PayClock Help for deta iled information on making a one-time department change in the timecard table. Adding Amounts - Inse[...]

  • Pagina 64

    PAYCLOCK USER’S GUIDE 58 • At the Timecard toolbar click the Notes button, the Note Editor window will open. • Enter the text for the note; up to 500 characters can be entered. • Click the Save button, the note will be added and an icon will display identifying a note is attached. Using the Exception Filter Exceptions are events that occur [...]

  • Pagina 65

    PAYCLOCK USER’S GUIDE 59 Selecting the Exceptions • At the timecard toolbar click the Exception button and select Exception Filter, the Exception Filter window will open. • Select the exception(s) you wish to view from the list. To view all exceptions click the Select All option. • Click Save, your exceptions have been chosen. Searching for[...]

  • Pagina 66

    PAYCLOCK USER’S GUIDE 60 Creating an export file • Select the Timecards tab and se lect the pay period by using the Pay Period navigation buttons. • Click the Export button, th e Execute Exports… window opens. • Click on the desired payroll export in the list, there will be a check in the box ; when it has been selected. • Click the Run[...]

  • Pagina 67

    PAYCLOCK USER’S GUIDE 61 1 WARNING - If you are not sure you want to close the pay period click CANCEL. • Type the word YES in the box and click OK with your mouse. Re-opening a Closed Pay Period A closed pay period can be re-opened for the purpose of making a forgotten edit or change, but caution should be used. Payroll rules may have changed [...]

  • Pagina 68

    PAYCLOCK USER’S GUIDE 62 Global Scheduling The Scheduling tab presents a summary or snapshot of the estimated labor coverage in hours and dollars on a calendar. In addition the Scheduling tab is used to apply shifts to groups of employees, allowing shift assignments in mass rather than having to assign shifts to employees individually. These shif[...]

  • Pagina 69

    PAYCLOCK USER’S GUIDE 63 Reports The Reports tab of the ribbon bar is used to obtain reports on the information that is stored in the database. When you click on the Reports tab you will see 3 areas; the Report Ribbon Bar, the Report Category List and the Report Toolbar with Viewer. Running Reports The Reports tab is used to view reports on emplo[...]

  • Pagina 70

    PAYCLOCK USER’S GUIDE 64 Including All Employees in the selected report To view a report with all of the employees simply double click on the report in the list. • Click the Reports tab on the ribbon bar and the Reports window will display. • Double click on the report in the list you want to view. • The report will show in the preview area[...]

  • Pagina 71

    PAYCLOCK USER’S GUIDE 65 Setting up your Terminal The Terminal Manager tab of the ribbon bar is used to maintain the terminals used to collect punch data. When you click on the Terminal Manager tab you will see 3 areas; the Terminal Manager Ribbon Bar, the Terminals List and the Terminal Properties and Toolbar. The Terminal Properties and Toolbar[...]

  • Pagina 72

    PAYCLOCK USER’S GUIDE 66 Connection tab - TS100 Terminal The Connection tab allows you to define the name for the terminal. Employees tab - TS100 Terminal The Employees tab allows you to define which employees will be assigned to the terminal. Note: Only employees that have a finger enrolled will display in the list. Settings tab - TS100 Terminal[...]

  • Pagina 73

    PAYCLOCK USER’S GUIDE 67 PC50/60 Terminal with Wall Mount Finger Sensor The PC50/60 w/TSWFS uses the USB Terminal Manager application to communicate with the PayClock software. It is not necessary to add a PC50/60 w/TSWFS terminal to PayClock; the USB Terminal Manager application will automatically add the terminal. Either the proximity ba dge re[...]

  • Pagina 74

    PAYCLOCK USER’S GUIDE 68 Hardware Troubleshooting The following section contains common questions and problems as well as their appropriate resolutions. To view a complete list of common problems and their solutions please visit our knowledge base located online at: http://support.lathem.com Issue Resolution The time doesn’t show on the TS100 o[...]

  • Pagina 75

    PAYCLOCK USER’S GUIDE 69 Does the finger sensor on my terminal need to be cleaned routinely? Depending on the amount of use, th e reader window may need to be cleaned from time to time. It will pick up dirt and salts from fingers. To clean t he sensor window, apply the sticky side of a piece of adhesive cellophane tape on the window and peel it a[...]

  • Pagina 76

    PAYCLOCK USER’S GUIDE 70 The wrong employee name shows when the finger is read. What should I do? If an employee is mistakenly read as another employee, adjust the threshold level for the mistakenly read employee. Start with Medium High, if you are still experiencing the problem move up to the next level. Example: Jo e Smith puts his finger on th[...]

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    PAYCLOCK USER’S GUIDE 71 When an employee tries to punch on the USB termianl, the display says “Server is offline”. What should I do? The connection to the PayClock Database Service has been interrupted. -Wait for the connection to re-establish itself. All punches will be saved and the punches will be added to the database when the connection[...]

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    PAYCLOCK USER’S GUIDE 72 Software Troubleshooting The following section contains common questions and problems as well as their appropriate resolutions. To view a complete list of common problems and their solutions please visit our knowledge base located online at: http://support.lathem.com Issue Resolution What is the password to login to the s[...]

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    PAYCLOCK USER’S GUIDE 73 Appendix A - PayClock Client Installation in a Multi-User System Follow these instructions when you want to run PayClock on more then one computer. These client instructions apply wheth er it is a new install or an upgrade. The PayClock Server must be installed before installing the Client software. Note: The multi-user l[...]

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    PAYCLOCK USER’S GUIDE 74  Follow the Setup Steps • It may take the install a few minutes to start, please be patient. • From the Install PayClock window click on Next. • Read the License Agreement and select I accept the terms of the license agreement and Next to move forward. • Select the Custom option and click Next to continue. • [...]

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    PAYCLOCK USER’S GUIDE 75 Appendix B - Integrating PayClock with QuickBooks The integration between PayClock and QuickBooks allows the user to enter the employees into QuickBooks and then synchronize them into PayClock. The export process allows PayClock to send employee total daily hours into the QuickBooks weekly timesheet. Here are some importa[...]

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    PAYCLOCK USER’S GUIDE 76 NOTE: If the above two options are not selected the integration process will fail! • Click Continue and then click Done. • In PayClock click Next. • Map the QuickBooks Payroll Items to the PayClock Pay Codes. • When finished mapping the payroll items click Next. • If desired select the Send Employee pay rates fr[...]

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    PAYCLOCK USER’S GUIDE 77 Appendix C - PayClock Client Software WAN Installation These instructions identify the steps to configure the PayClock Client software to communicate with the PayClock database server across the internet. Important Notes - WAN Installation Requirements • There must be a VPN tunnel connecting the local and remote sites. [...]

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    PAYCLOCK USER’S GUIDE 78 • In the Support Assistant window, select Connection Info . • Print the Connection_Info.txt file. Step #2 - PayClock Clie nt at the remote site • Run the PayClock Setup Program • Go to the computer where you want to install PayClock. • Make sure your screen saver is not showing before inserting the PayClock CD. [...]

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    PAYCLOCK USER’S GUIDE 79 • At the Install on Single PC or Network window select I need multiple computers that can run PayClock and click Next to continue. • At the Install Client Only or Client & Server window select Client Only and click Next to continue. • Enter the Server Information • The Select Server window will open with the m[...]

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    PAYCLOCK USER’S GUIDE A Accessories, 4 Adding a New Employee, 40 Adding a Note , 57 Adding Amounts , 57 Adding Employees, 39 Adding Non-Work Time , 54, 55 Adding Punches , 53, 54 Annual Support Agreements, 5 Audio Tab - PC50/60, 66 Audio Tab - PC50/60 w/Wall Mount Finger Sensor, 67 B Badge Number, 40 Benefit Time Tab, 43 C Closing the Pay Period,[...]

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    PAYCLOCK USER’S GUIDE Employee Button , 39 Employee List and Toolbar, 48 Employee Number, 41 Employees Tab - TS100, 66 Enrolling Employee Fingerprints, 44 Enrolling Fingerprints, 45 Exception Filter, 58 Exporting Data, 59 F Features & Specifications, 3 Filtering the Employee List, 48 Finger Enrollment Guidelines, 44 G Global Scheduling, 62 H [...]

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    PAYCLOCK USER’S GUIDE M Maintaining , 53 Messages Tab, 43 Minimum PayClock Set up, 34 Mounting The PC50/60, 22 O One-Time Department Change , 56 One-Time Shift Change , 56 Overrides Tab, 42 Overtime , 35 P Package Contents, 6 Password, 32, 72 Pay , 35 PayClock Client Installation, 73 PayClock Client Software WAN Installation, 77 PayClock orb, 30 [...]

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    PAYCLOCK USER’S GUIDE Running Reports, 63 S Salaried Employees, 41 Schedules Tab, 42 Scheduling Tab, 30 Searching for Exceptions, 59 Selecting an Employee in the Timecard , 53 Selecting Exceptions, 59 Selecting the Pay Period in the Timecard , 53 Setting the columns in the Employee List, 49 Setting the columns in the Timecard , 51 Setting up Mult[...]

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    PAYCLOCK USER’S GUIDE Troubleshooting, 4 TS100 Properties, 65 TSRFS Properties, 67 U Upgrades, 3 USB Terminal Manager Only Installation, 18 Using PayClock, 31 Using the PayClock Software, 29 Using the PC50/60, 26 Using the PC50/60 & Finger Sensor, 27 Using the Quick Search, 49 Using the Remote Finger Sensor, 28 Using the Ribbon Bar, 29 Using [...]

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    USG0095B P RINTED IN THE USA[...]