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Biometric Settings ......................................................................................................................................... 30

 

Accrual Settings (Upgrade Required) .................................................................................................... 30

 

Delete Employee’s Punches ...................................................................................................................... 30

 

Chapter 4: Using Biometric Fingerprint Entry ............................................................... 31

 

Overview ..................................................................................................................................................................................... 31

 

Time Clock Functions ................................................................................................................................... 31

 

Enrolling Employees Fingerprints Using Self Enroll ................................................................................................... 32

 

Biometric Settings ................................................................................................................................................................... 33

 

Biometric Settings by Employee .............................................................................................................. 33

 

System-wide Biometric Preferences ....................................................................................................... 33

 

Chapter 5: Clocking In and Out ....................................................................................... 35

 

Punching In and Out .............................................................................................................................................................. 35

 

Biometric Finger Scan Entry ...................................................................................................................... 35

 

Proximity Badge Entry ................................................................................................................................. 36

 

Web Punch Time Clock Entry.................................................................................................................... 36

 

Tracking Paid Breaks .............................................................................................................................................................. 37

 

Department Change (Punch In and Transfer)............................................................................................................... 37

 

Entering Tips, Job Numbers or Piece Counts ............................................................................................................... 38

 

Collecting Employee Inputs on an In Punch ....................................................................................... 38

 

Collecting Employee Inputs on an Out Punch ................................................................................... 39

 

Chapter 6: Departments and Supervisors ...................................................................... 40

 

Departments ............................................................................................................................................................................. 40

 

Customize Your Departments .................................................................................................................. 40

 

Assigning/Changing Departments ......................................................................................................... 41

 

Supervisors ................................................................................................................................................................................ 41

 

Setting Supervisor Permissions ................................................................................................................ 42

 

Assigning Employees to a Supervisor ................................................................................................... 42

 

Supervisor Login ...................................................................................................................................................................... 43

 

Chapter 7: Generating Reports ........................................................................................ 45

 

Reports Overview .................................................................................................................................................................... 45

 

Adding a Punch ............................................................................................................................................. 46

 

Adding Non-Work Hours (Holiday and Non-Worked) ................................................................... 47

 

Editing a Punch .............................................................................................................................................. 48

 

Viewing Additional Reporting Details ................................................................................................... 48

 

Punches from Failed Biometric Punch Verification .................................................................................................... 49

 

Using the Attendance Report ............................................................................................................................................. 50

 

Using the Timecard Report ................................................................................................................................................. 50

 

Using the Department Report ............................................................................................................................................ 51

 

Using the Timecards by Department Report ................................................................................................................ 51

 

Creating Custom Reports ..................................................................................................................................................... 52

 

Generating Reports on Custom Field Values – Labor Distribution ...................................................................... 53

 

Step 1: Set Up the Custom Field Title and Assignment .................................................................. 54

 

Step 2: Assign the Custom Field Value to the Employee ............................................................... 54

 

Step 3: Generate the Custom Report Using Create Report .......................................................... 54

 

 
 

Summary of Contents for TOTALPASS Small Business Premium

Page 1: ...TOTALPASS BIOMETRIC USER GUIDE TotalPass Small Business Premium Biometric Time Clock Icon Time Systems Inc sales icontime com www icontime com...

Page 2: ...Time Systems logo and all other Icon Time Systems product names mentioned in this document are registered trademarks of Icon Time Systems All other products brand names or company names mentioned in t...

Page 3: ...hapter 2 Setting Your Time Clock Preferences 12 Setting Your Pay Preferences 12 Setting Your Overtime Preferences 13 Setting Your Punch Preferences 14 Setting Employee Input Preferences 16 Setting You...

Page 4: ...h 39 Chapter 6 Departments and Supervisors 40 Departments 40 Customize Your Departments 40 Assigning Changing Departments 41 Supervisors 41 Setting Supervisor Permissions 42 Assigning Employees to a S...

Page 5: ...ore Time Clock Data Backup 64 Restore a Time Clock Data Backup from the Software Interface 64 Restore a Time Clock Data Backup from a USB Flash Drive 64 Removing Data from Your Time Clock 65 Updating...

Page 6: ...Multi clock Setup 81 Multi Clock Software Settings and Optimal Configuration 83 Child Clock Connection Data 84 Updating the Multi Clock System 84 Chapter 13 Configure the Time Clock for Remote Access...

Page 7: ...of us at Icon Time Systems wish to thank you for placing your trust in our products We pride ourselves on being innovators in the time and attendance industry by developing products that are quick to...

Page 8: ...res The TotalPass Small Business Premium Biometric is the perfect fit for a growing business that requires a time clock that can keep up with changing needs This time clock is ideal for those companie...

Page 9: ...rade allows for automatically calculating vacation sick and personal time off Accrual rates and tracking are customized per employee for maximum policy flexibility Upgrade Employee Capacity Expand you...

Page 10: ...r convenience troubleshooting tips and how tos can be found on our technical support site at www support icontime com This system includes a 30 day trial of our Gold Technical Support Plan which inclu...

Page 11: ...ur mouse cursor over each icon displays the individual drop down menu items Home Page When you first log into your time clock application the Home page displays automatically The Home page provides a...

Page 12: ...on you can run custom filters for specific punch times dates employees and departments Use the Reports menu to access the reports Refer to Chapter 7 Generating Reports for additional information on ge...

Page 13: ...nd Alert Preferences Setting Your Pay Preferences You can access your Pay Preferences in one of two ways Click Set up Your Pay Period in the Alert Task list Select Preferences from the Settings menu F...

Page 14: ...4 hour work schedule and needs to accommodate overnight shifts it is recommended that this setting remain at 12 00am 7 Select the day of the week that your work week begins from the Week Start drop do...

Page 15: ...e until the clock fully reboots 4 Click Submit to save your settings and return to the Home page Setting Your Punch Preferences Select Settings Preferences and click on the Punch tab The Punch Prefere...

Page 16: ...punch at 4 50 pm would calculate as 5 00 p m 10th Hour Rather than rounding the punch hours this selection calculates punches from the tenth hour point and advances each six minutes To illustrate An...

Page 17: ...ece counts or job numbers This optional data will be recorded on the Timecards and Timecards by Dept Report Select Settings Preferences and click on the Punch tab The Punch Preferences screen displays...

Page 18: ...Customize employee PINs ID numbers in the Edit an Employee screen Refer to Chapter 3 Setting Up Your Employees for additional information 3 Check the Hide Employee PIN checkbox to hide employee PINs...

Page 19: ...he time clock and web browser remains private Check Use SSL Server to enable this option Note You cannot enable SSL with a direct USB connection to the computer The time clock must be connected to the...

Page 20: ...nt to an email server It receives outgoing mail messages from users and routes them to the intended mail recipients Outgoing Email Settings SMTP Server 1 To assign your SMTP server settings go to Devi...

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