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Chapter 2 Employee Mode Transactions

44

Smart View transactions

Unlike standard transactions, Smart View transactions do not rely on information
that is stored in the InTouch DX. Instead, they allow you to perform transactions
at the timeclock and submit the information directly to the host application
database. Transaction information and data entry screens are HTML pages that
you access using a web address (URL).

Administrators

: You can enable biometric scanning for individual Smart View

transactions. Access the Device Configuration page, and select

Smart View

.

Open the

Smart View Transaction Editor

and select the

Prompt for Employee

Badge

and

Biometric Verification

check boxes.

The Smart View transaction allows biometric scanning for home employees who
are enrolled in biometrics. Non-home employees can also use biometric scanning
for the Smart View transaction, provided that you enabled non-home employees
to perform biometric scanning for

standard

transactions.

The following Smart View transactions are available when you are working in
employee mode.
Edit Paycode
Message Center
Move Paycode
Request Open Shift
Request Shift Swap
Respond to Shift Swap Requests
View Accruals
View Schedules
View Timecard
View Totals
View My Time

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Summary of Contents for InTouch DX

Page 1: ...How to use and administer the Kronos InTouch DX timeclock Kronos InTouch DX User Guide Document Revision 2 ...

Page 2: ...rce Scheduler with Optimization Workforce Selection Workforce Smart Scheduler Workforce Sourcing Analytics Workforce Tablet Workforce Tablet Analytics Workforce Talent Acquisition Workforce Task Management Workforce Tax Filing Workforce TeleStaff Workforce TeleTime IP Workforce Timekeeper Workforce View and Workforce Worksheet are trademarks of Kronos Incorporated or a related company For a comple...

Page 3: ...hromium Cr VI polybrominated biphenyls PBB polybrominated diphenyl ethers PBDE bis 2 ethylhexyl phthalate DEHP benzyl butyl phthalate BBP dibutyl phthalate DBP and diisobutyl phthalate DIBP in the European Union The manufacturer has a program in place to address the requirements of the RoHS Directive in respect to the various categories of electronic products Published by Kronos Incorporated 900 C...

Page 4: ......

Page 5: ...15 Default transactions 15 Transaction persistence 16 Soft key schedules 17 Language support 17 Badges 19 Integrated badge readers 19 Remote badge readers 21 Navigation 22 Gesture support 22 Home page 22 Home and Menu keys 24 Alphanumeric keypad 25 Calendar 26 Customize the user interface 28 Logo 28 Screen saver 28 Scrolling messages 28 Employee photos 28 Chapter 2 Employee Mode Transactions Intro...

Page 6: ...tatus 43 Smart View transactions 44 Edit Paycode Smart View 45 Message Center Smart View 46 Move Paycode Smart View 48 Request Open Shift Smart View 49 Request Shift Swap Smart View 50 Respond to Shift Swap Request Smart View 51 View Accruals Smart View 51 View My Time Smart View 52 View Schedule Smart View 54 View Timecard Smart View 55 View Totals Smart View 55 Chapter 3 Manager Mode Transaction...

Page 7: ...iometric Template Reports 87 View Employee Information 88 View On or Off Premises Employees 89 Chapter 4 Maintenance Mode Functions Introduction 92 Initial setup and configuration 93 Launch Quick Setup 94 Step 1 Pick Language 94 Step 2 Maintenance Mode Password 94 Step 3 Add Device ID 95 Step 4 Select Network 95 Step 5 Connect to Server 97 Complete the setup 97 Access maintenance mode 99 Use a Mai...

Page 8: ...l Count 116 Restart Device 117 Change Maintenance Mode Password 117 Change Database Password 118 Factory Defaults 118 Delete All Punches 119 Delete All Offline Data 119 Biometric Verification 119 Configure Smartcard Reader 120 View Reports 121 Software 121 File System 121 Database 122 Hardware 122 Communication Settings 122 Network 123 Device Status 123 Memory 124 Ethernet 124 Readers 124 Biometri...

Page 9: ...ents 9 Run Tests 127 Sequential 127 Communications 127 Integrated Badge 128 Display 129 Tone 129 LED 129 GPIO Output Bits 130 Monitor GPIO Inputs 130 Microphone 130 Remote Badge 130 Network Connectivity 131 ...

Page 10: ...Contents 10 ...

Page 11: ...Chapter 1 Overview Note If you are configuring the Kronos InTouch DX for the first time go to Initial setup and configuration on page 93 ...

Page 12: ... does the following Enforces schedules by controlling when specific employees can swipe in and swipe out for shifts meals and breaks Displays accrued vacation sick time and messages to individual employees depending on the host application Enables users to perform transactions such as labor category transfers paycode transactions and Smart View transactions Smart View transactions allow users to a...

Page 13: ...cks labor and generates reports In Workforce Dimensions use the Device Configuration page to define which transactions users can perform and to monitor the data that the host application and device exchange Note The device configuration instructions in this document assume that you are using Workforce Dimensions as the host application The device supports SSL encryption so that sensitive informati...

Page 14: ...this document Employee mode The device most often operates in employee mode It accepts punch data that employees enter using a badge reader or the touch screen Manager mode Manager mode allows authorized users to perform tasks such as editing employee punches adding missed employee punches and viewing employee information Maintenance mode Maintenance mode allows authorized users to display technic...

Page 15: ...or employees including minors to satisfy state and federal labor laws To configure a full array of punch restrictions for the device see the online help for the host application Default transactions Administrators You can use the device configuration settings to set up default transactions for InTouch DX users When an employee swipes a badge or enters a badge ID the timeclock automatically initiat...

Page 16: ...de edits and transfers to the employee s record for each scheduled work day The transaction persists until the employee or manager on the employee s behalf performs a punch edit or transfer at the device or using the host application The repeating transaction generates amounts for paycode edits or punches for transfers based on the employee s daily schedule A paycode edit is persistent when both o...

Page 17: ...are not available to employees For example during periods when many employees punch in or punch out you can de activate the View Totals or View Schedule soft keys Each soft key schedule can contain up to eight time intervals for each day of the week Language support The InTouch DX includes pre installed translated versions of the user interface and error messages The device currently supports the ...

Page 18: ...se the languages and to designate one of them as the default interface language access the Device Configuration page and select Languages Employees To perform a transaction in a different language select a language from the language bar The home page and the subsequent transaction pages appear in the selected language Complete and submit the transaction The Employee home page reappears and reverts...

Page 19: ...pped with a proximity or smart card reader hold the badge within one inch of the timeclock as shown in the following illustration If the device is equipped with a bar code reader or a magnetic stripe reader swipe the badge through the reader to perform transactions If the device reads the badge successfully the LED flashes green and the speaker emits a tone If the badge read is unsuccessful the LE...

Page 20: ...read than most smart cards but typically within 1 3 seconds of when you position it FIPS 201 PIV card support requires InTouch v2 1 0 or later firmware InTouch H3 or later version hardware with integrated smart card reader There are a variety of US Government issued credentials that may be correctly or incorrectly referred to as FIPS or PIV cards The FIPS 201 PIV card supports a multitude of data ...

Page 21: ...ess Card TWIC Transportation Worker Identification Credential Also the InTouch DX does not support reading or using additional data from PIV cards including Personal Identification Number PIN for multi factor authentication Biometric data for multi factor identification Global Unique Identifier GUID Remote badge readers Remote or external readers for example Wiegand Proximity are available as an o...

Page 22: ...een with a single finger and swipe up or down You do not have to place your finger on the arrows or scroll bar Alternatively you can tap the arrows to scroll through the items To scroll horizontally through a group of items such as the soft keys on the home page press the screen with a single finger and swipe right or left You do not have to place your finger on the arrows Alternatively you can ta...

Page 23: ...Navigation 23 ...

Page 24: ...e Home key returns users to the respective employee mode manager mode or maintenance mode home page The Menu key below the Home key allows authorized users to access the following Maintenance Mode Opens the maintenance mode home page Clean Touchscreen See Clean the touchscreen on page 149 ...

Page 25: ...keypad Interface standards The X in the text box clears your entire entry The X on far right is the Backspace key To close the keypad without saving tap the Back icon The 123 key toggles between the alphabetic and numeric keypads ...

Page 26: ...Chapter 1 Overview 26 Calendar ...

Page 27: ...Navigation 27 Interface standards The selected date is orange The calendar defaults to the current date which is in a blue circle The horizontal arrows allow you to scroll through the months ...

Page 28: ...L to the timeclock To configure the URL and the wait time access the Device Configuration page and select General Settings Display Scrolling messages Administrators Use the device configuration settings to configure one or two messages to periodically appear at the bottom of the page Access the Device Configuration page and select General Settings Display Specify a primary message alternate messag...

Page 29: ...Chapter 2 Employee Mode Transactions ...

Page 30: ...to perform activities such as punching in requesting time off or viewing your schedule When the InTouch DX is in employee mode the default mode you initiate a transaction by tapping the appropriate soft key The following sections describe how to perform employee mode transactions ...

Page 31: ... a punch as the default transaction for a badge swipe or finger scan Your employee home page contains your photo or initials a link to the Message Center if configured and a log out button Community home page There are three ways to access your employee home page when the timeclock is configured to display the community home page ...

Page 32: ...adge or tap Enter ID and enter your badge ID 3 Enter your password Your employee home page opens Option 3 1 Tap any soft key except Employee Logon 2 Scan your finger swipe your badge or tap Enter ID and enter your badge ID 3 Enter your password 4 Complete the transaction The community home page re opens Individual home page To access your employee home page when the timeclock is configured to disp...

Page 33: ...otifications but not vice versa Some Smart Landing notifications do not appear in the Message Center usually because they are not directly work related For more information see Message Center Smart View on page 46 Navigation The message in the leftmost position is considered open To close it tap Close To view the previous or next message swipe right or left You can close only messages that are in ...

Page 34: ...a timeclock that is configured for biometric identification Biometric identification with badge ID requires you to swipe your badge or enter your badge ID before you scan a finger on a timeclock that is configured for biometric identification Before you can use biometric scanning to perform transactions your manager must enroll you for biometrics Managers For details about enrolling employees for ...

Page 35: ...at is to require employees to enroll for biometrics before performing transactions that use biometrics Access the Device Configuration page and select Cards and Readers Biometric Select Enforce Biometric Verification Enable biometric verification for all standard transactions Access the Device Configuration page and select Cards and Readers Biometric Select Enable Biometric Verification on all Tra...

Page 36: ...he punches for each day in the current pay period appear Missed punches are denoted by an exclamation point icon 2 Do one of the following Tap the row with the missed punch enter the punch time and tap Add Tap Add Punch select the date enter the punch time and tap Add 3 To attest that your timecard is accurate tap Approve Add Transfer Enables you to transfer to another job pay cost center project ...

Page 37: ...uration complete one or more of the following fields Business Structure Pay Cost Center Work Rule Project Work Order Comment Code 3 Enter the Date 4 Enter the Time 5 Tap Submit Edit Paycode Allows you to edit the number of hours or the amount of money charged to a paycode ...

Page 38: ...siness Structure 7 Tap Submit If successful a summary of the transaction appears Money 1 Tap Edit Paycode 2 Tap Money 3 Tap the Date text box and select the date You can enter a date up to 29 days in the past or in the future 4 Tap the Time text box and select the time 5 Tap the Amount text box select the dollar amount and tap Enter 6 Open the Paycode list and select the paycode that you are editi...

Page 39: ... affecting your punch status Enter Tips Allows you to record your tips 1 Tap Enter Tips 2 Enter the Tip Amount 3 Select the Business Structure 4 Select the Cost Center 5 Select the Work Rule 6 Depending on how your system is configured you may have the option to add a transfer 7 Tap Submit ...

Page 40: ...Date End Date Paycode Duration Optional Comments Code Optional Comments 4 Do one of the following If you are submitting a single request tap Submit A confirmation message appears followed by a summary page Go to step 5 If you are submitting multiple requests tap Add Another Repeat steps 2 3 for each additional request Then go to the next step 5 Tap Review You have the option to edit or delete your...

Page 41: ...for the host application 1 Tap Review Punches Each punch rejected punch and labor transfer that occurred in the previous review period 2 To view details about a rejected punch or labor transfer tap the row Review Timecard Allows you to attest to the accuracy of your current timecard 1 Tap Review Timecard 2 At the prompt tap Proceed A read only view of your timecard for the current pay period appea...

Page 42: ...nce Displays your attendance balances for a specified pay period 1 Tap View Attendance Balance 2 Use the calendar icon to select the pay period The total for each balance type appears as of the current day Depending on your configuration the balances are measured in hours or points 3 To view details about a balance such as events that occurred during the pay period or pending manager actions tap t...

Page 43: ...Standard transactions 43 View Punch Status Tap View Punch Status to view the date and time of your last punch The time span that the system searches is configurable ...

Page 44: ...ce Configuration page and select Smart View Open the Smart View Transaction Editor and select the Prompt for Employee Badge and Biometric Verification check boxes The Smart View transaction allows biometric scanning for home employees who are enrolled in biometrics Non home employees can also use biometric scanning for the Smart View transaction provided that you enabled non home employees to perf...

Page 45: ...negative amount of time or money with a paycode Use this feature to enter non productive time when you are unable to punch in and out for example sick vacation or personal time The paycodes that are available depend on your configuration in the host application 1 Tap Edit Paycode 2 Swipe your badge or enter your badge ID and tap Enter 3 Do one of the following To edit a paycode in hours go to Hour...

Page 46: ...ptional Select the business structure and one or more labor levels 6 Tap Submit Message Center Smart View The Message Center transaction allows you to view and store messages related to time off requests shift swap requests and other transactions When you successfully punch the confirmation page indicates the number of unread messages if any that are in the Message Center which is denoted by a bel...

Page 47: ...e grayed out By default all messages appear in the list but you can view only unread or only read messages by tapping the appropriate button if configured To view the contents of a message tap its row Some messages such as requests for time off allow you to view the original transaction without exiting the Message Center ...

Page 48: ...enter a date up to 29 days in the past or in the future 3 Tap the Time text box and select the time 4 Enter the number of hours 5 Open the From Paycode list and select the paycode from which you are deducting hours 6 Open the To Paycode list and select the paycode to which you are charging hours 7 Optional Select the business structure and one or more labor levels 8 Tap Submit If successful a summ...

Page 49: ...rwise go to the next step 3 Tap the Select Shift text box A list of open shifts appears to view details tap the shift 4 Select the appropriate shift 5 Tap Select 6 On the Shift Preferences page complete the following fields Start Date End Date Shift Type 7 Tap Apply 8 Optional To request another shift tap Create New Request ...

Page 50: ...you are offering to swap and tap Select The information icon reveals shift details Note If the Respond to Swap Request button appears another employee has submitted a request to swap a shift with you See Review Punches on page 41 3 Tap the Requested Shifts field to view the available shifts Tap one or more shifts and tap Select 4 Tap Submit 5 Optional On the confirmation page you can request time ...

Page 51: ...n 3 Tap Refuse or Accept 4 Continue in this manner to accept or refuse any other requests View Accruals Smart View Use the View Accruals transaction to view current totals of accrued time such as vacation personal and sick time The totals are accurate as of the time that you perform the transaction Accrual totals information includes the available ending opening vested and tracking period balances...

Page 52: ...m the View Totals or Request Time Off transactions View My Time Smart View View My Time allows you to compare actual punches to your schedule and includes transfers exceptions paycodes and hours per day It essentially combines features of the View Schedules and View Timecard transactions Shows upcoming shifts and past punches 1 Tap View My Time ...

Page 53: ...n viewing a complete pay period you can perform the following transactions Request Time Off For details see Request Time Off on page 40 Approve Timecard Allows you to approve all days in a pay period through the current day The timecard shows actual punch times even if the host application is configured to perform punch rounding When you tap Approve Timecard the button toggles to Remove Timecard A...

Page 54: ... not configured to permit daily approvals the Approve Day button is replaced by Approve Timecard button View Schedule Smart View Displays your schedule for the current or future pay periods You can also request time off or a shift swap 1 Tap View Schedule Your schedule for the current pay period opens To view your schedule for a future pay period tap the calendar icon 2 Tap a scheduled day to view...

Page 55: ...2 At the prompt tap Proceed A read only view of the timecard for the current pay period opens A missed punch is denoted by an exclamation point icon Tap the calendar icon to select another pay period Tap a day to view details An exclamation point icon indicates that there is an exception 3 Tap Review 4 To attest that your timecard is accurate tap Approve View Totals Smart View ...

Page 56: ...View Totals A list of total hours per job appears 2 Tap a row to view the hour amounts categorized by type such as regular evening and overtime When viewing your totals you can perform the following transactions View Accruals For details see View Accruals Smart View on page 51 Request Time Off For details see Request Time Off on page 40 ...

Page 57: ...Chapter 3 Manager Mode Transactions ...

Page 58: ...while the device is in manager mode For information about Employee mode transactions see Employee Mode Transactions on page 39 To perform transactions for employees such as adding punches or overriding restrictions you must be enrolled in Workforce Dimensions as an employee with a Manager license Caution Performing manager mode transactions can affect data that the device has already sent to payro...

Page 59: ...manager home page or your employee home page after you enter your credentials Administrators You can use the host application to configure the Manager Logon soft key to immediately open the manager home page Community home page There are two ways to access manager mode when the timeclock is configured to display the community home page Option 1 Scan your finger swipe your badge or tap Enter ID and...

Page 60: ...pe your badge or tap Enter ID and enter your badge ID Your employee home page opens Tap Manager Logon Tap Enter ID and enter your badge ID Enter your password The manager home page opens Option 2 Scan your finger swipe your badge or tap Enter ID and enter your badge ID The community home page opens Tap Manager Logon Tap Enter ID and enter your badge ID Enter your password The manager home page ope...

Page 61: ...h ID Plus technology does not store actual fingertip images Furthermore the mathematical representations of the fingertips cannot be used to re create the original images Each employee can enroll two fingers a primary finger and if required a secondary finger InTouch DX uses these templates to perform biometric verification or biometric identification when employees perform a fingerscan Biometric ...

Page 62: ...ttern of ridges with typically one innermost ridge that curves in on itself near the center The fingerscan device uses the unique characteristics of a fingertip s ridges to construct the template cuticle finger core finger core arches plain and tented loops singular and twin ...

Page 63: ...es practice enrolling yourself several times and observe how finger placement pressure and moisture affect the scan results Then enroll a small group of employees to familiarize yourself with the process Keep future enrollment groups as small as practical whorls and central pocket loops sensor ...

Page 64: ...Chapter 3 Manager Mode Transactions 64 Place your finger on the sensor with your cuticle at its center cuticle in center of sensor ...

Page 65: ...ion page and select General Settings XML For details see the device configuration online help 1 To enroll or re enroll an employee for biometric validation tap Enroll Employee 2 To select the employee use one of the following methods Swipe the employee s badge Enter the employee s badge ID Search by employee name Browse the employee list Note If you select an employee who is already enrolled the e...

Page 66: ...message appears you can then continue or change the finger Note Ensure that your finger is clean and not too dry 2 To scan your finger a Directly face the timeclock so that you can comfortably place your finger on the sensor without awkwardly extending your arm or hand b Position your finger core above the center of the sensor c Place your finger flat on the sensor Do not twist rotate or slide you...

Page 67: ...Display Then clear the Enable tone for response check box The system grades the scan quality as Good Fair or Poor and prompts you to re scan the same finger 3 When instructed re scan the same finger Repeat the process until you have obtained three scans The system uses the three images to create a single template The results pages for the three scans include the following information Parameter Des...

Page 68: ...w seconds this screen times out Fair Enrollment Do one of the following Tap Retry Return to step 2 Re scan the same finger and try to achieve a Good enrollment Tap Change Finger Return to step 1 and select a different finger If you have tried enrolling each finger without achieving a Good Enrollment tap Accept Best Go to Confirm Fingerscan ...

Page 69: ...it using the PreScan fingertip enhancer pad Do one of the following Tap Retry Return to Capture Fingerscan Re scan the same finger and try to achieve a Good enrollment Tap Change Finger Return to Select Finger to Enroll and select a different finger If you have tried enrolling each finger without achieving a Good Enrollment tap Accept Best ...

Page 70: ...n see Biometric identification with badge ID Confirm Fingerscan At the Confirm Fingerscan screen re scan the same finger that you used in the Capture Fingerscan step The biometric device compares the previously captured fingerscan image or template with your current live fingerscan The following sections describe the possible results of the enrollment test Accepted If you have enrolled only a prim...

Page 71: ...st attempt to successfully enroll any finger by tapping Change Finger before you consider lowering the threshold A lower threshold Normal or Low allows a wider variance between the enrollment template and the live fingerscan This adjustment increases the chance that the device will accept the employee s test results but it also increases the chance that the device will incorrectly accept another e...

Page 72: ... enrollments this feature permits them to use the device by swiping a badge or entering the badge ID and then scanning a finger Managers After you complete the enrollment process for an employee the system prompts you to enroll another employee Re enroll employee Managers You can re enroll an employee whose enrollment scores are unsatisfactory In this example the employee is re enrolling the secon...

Page 73: ...s too moist Your finger is not clean The sensor is not clean Wipe the sensor with a soft cloth dampened with water or diluted dishwashing liquid Let the sensor dry before resuming enrollments Do not use disinfectant wipes alcohol or abrasive cleaners on the sensor Screen reads Press harder You are not applying enough pressure Your finger is too cold Fingers that are at room temperature scan best R...

Page 74: ... employee s badge Enter the employee s badge ID Search by employee name Browse the employee list Note If you select an employee who is not yet enrolled you have the option to enroll the employee 3 You are prompted to confirm your action Tap Unenroll 4 After successfully unenrolling the employee you are prompted to unenroll another employee ...

Page 75: ...d a missing punch for an employee or to edit punch information You cannot change the date or time of an existing punch However you can delete the punch see Delete Punch on page 76 and then add a punch with a new date or time You can perform this transaction for 29 days before or after the current date which is considered day 0 1 Tap Add Punch 2 To select the employee use one of the following metho...

Page 76: ...Business Structure Pay Cost Center Work Rule Project Department Work Order 7 Tap Submit If accepted a confirmation message appears Depending on the system configuration you have the option of performing the View Employee Timecard or View Employee Schedule transactions Delete Punch Use the Delete Punch transaction to delete an improperly entered employee punch You can enter a date up to 30 days bef...

Page 77: ... View Employee Timecard or View Employee Schedule transactions Manage Bell If the timeclock is connected to a bell organizations can schedule the bell to ring at specific times such as the start of a break Bell schedules include primary bells and optional warning bells Primary bells signal the start of a transaction warning bells signal the approach of a transaction for example the start of a shif...

Page 78: ...t the duration If you enter 0 the bell is silent for an indefinite period 3 Tap Silence Bell Note To revert the silencing of the bell so that it will ring as scheduled perform this transaction again and specify a duration other than 0 View Bell Times To view the bell schedules downloaded to the timeclock 1 Tap Manage Bell 2 Tap View Bell Times The information includes The days and times that the p...

Page 79: ...e device to interpret a badge read as either of the following Entry only Set up a soft key to perform this transaction Entry and a simple in punch or out punch for a shift The punch can also be subject to schedule enforcement and biometric verification or identification Set up the gate schedules for a device A gate open schedule is a period when a door is unlocked and employees can access an area ...

Page 80: ...rrides 5 Optional To cancel the override and restore the gate schedule tap Cancel Override A confirmation message appears Override Gate for Employee Opens a door for a specific employee This feature is useful when the timeclock cannot read an employee s badge or when the employee has forgotten the badge 1 Tap Manage Gate 2 Tap Override Gate for Employee 3 Swipe the employee s badge or enter the ba...

Page 81: ...tion online help Use this transaction to override schedule and punch restrictions for home employees when unusual circumstances occur For example if there is inclement weather this feature enables home employees to punch out early 1 Tap Override Global Home 2 Tap the Duration Hours text box 3 Enter the duration of the override use the hh mm format The maximum value is 99 59 Tap Enter 4 Tap Enable ...

Page 82: ...example this feature enables non home employees to punch out early because of inclement weather 1 Tap Override Global Non Home 2 Tap the Duration Hours text box 3 Enter the duration of the override use the hh mm format The maximum value is 99 59 Tap Enter 4 Tap Enable Override Note After a successful override a summary page opens To disable the override tap Disable Override ...

Page 83: ... than scheduled 1 Tap Override Single Home Employee Restriction 2 To select the employee use one of the following methods Swipe the employee s badge Enter the employee s badge ID Search by employee name Browse the employee list 3 Enter the number of credits 99 or fewer 4 Enter the duration of the credit in days 5 Tap Submit If the override is accepted a confirmation message appears You have the op...

Page 84: ...lobal Restriction in effect You can perform this transaction for several employees in succession 1 Tap Override Single Non Home Employee Restriction 2 Swipe the employee s badge or enter the badge ID and tap Enter 3 Swipe the next employee s badge or enter the badge ID and tap Enter 4 Continue in this manner until you have included all of the appropriate employees ...

Page 85: ...is saved to the host application database The host application then sends the revised schedule back to the timeclock which accepts or rejects the punches 1 Tap Override Schedule 2 To select the employee use one of the following methods Swipe the employee s badge Enter the employee s badge ID Search by employee name Browse the employee list Note If configured to override the schedules of non home e...

Page 86: ...appears 2 Do one of the following Tap the appropriate shift To views shift on a different day tap Select Date choose the day and then tap the appropriate shift 3 Tap Select 4 Edit one or more of the parameters 5 Tap Submit If the override is accepted a confirmation message appears Delete shift 1 Tap Delete Shift A list of all of the shifts for the current date appears 2 Do one of the following Tap...

Page 87: ...hat are stored in the biometric device To start tap View Biometric Template Reports Templates with Problems By default the transaction displays templates with problems if any such as low quality or content scores All Templates To view a list of all of the templates including any problematic ones tap All Templates Filter To view a list of templates sorted by one or more criteria 1 Tap Filter 2 Sele...

Page 88: ...ta for a specific employee tap View Employee Information 2 To select the employee use one of the following methods Swipe the employee s badge Enter the employee s badge ID Search by employee name Browse the employee list The information that appears includes the punch interpretation rule the date and time of the last punch and whether the employee is enrolled in biometric validation ...

Page 89: ...ist of home employees that is those who are assigned to this timeclock who are currently on or off the premises 1 Tap View On or Off Premises Employees 2 Tap the search icon A list of home employees appears 3 To view only the employees who are on the premises or only those who are off the premises tap the appropriate button ...

Page 90: ...Chapter 3 Manager Mode Transactions 90 ...

Page 91: ...Chapter 4 Maintenance Mode Functions ...

Page 92: ...ormation about the InTouch DX perform configuration tasks and execute diagnostic tests These tests can help you troubleshoot hardware malfunctions Important The application software for the device resides on the SD Secure Digital card which is in the unit Copying or altering the SD card voids your warranty ...

Page 93: ... is using Some configuration tasks such as defining which transactions users can perform at the timeclock require you to use the device configuration settings in the host application In addition many of the settings that you configure on the timeclock must match the corresponding settings in the host application These settings are identified throughout this chapter For more information see the dev...

Page 94: ...the front of the timeclock or use the maintenance mode button If you have not yet created a maintenance mode password enter the default password 115190 when prompted For details see Access maintenance mode on page 99 Step 1 Pick Language 1 Select the language 2 Tap Next Set Maintenance Mode Password Step 2 Maintenance Mode Password Note Even if you do not require users to enter a password to acces...

Page 95: ...rejects it This setting also applies to the passwords required to remotely access the timeclock using a VNC viewer or SSH viewer 1 Enter the Password 2 Select the Password Strength Strong Weak 3 To require users to enter this password when they swipe a Maintenance badge enable Require Password with Badge 4 Tap Next Add Device ID Step 3 Add Device ID 1 Enter the ID 2 Enter the Password 3 Tap Next C...

Page 96: ...er the IP address for the primary DNS server 4 Tap Save Configuration 5 Tap Next Connect to Dimensions Wi Fi 1 Tap Wi Fi 2 Do one of the following Select a network Go to step 6 Tap Add Network Go to the next step 3 Enter the SSID 4 Select the type of Security 5 Tap Add Network 6 EAP Method 7 Phase 2 Authentication 8 CA Certificate 9 Identity 10 Anonymous Identity 11 Password 12 Tap Save Configurat...

Page 97: ...ver 1 Enter the Server Name 2 Enter the Tenant Identifier 3 Enter the Port number 4 Indicate whether HTTPS is enabled 5 Tap Next Test Connectivity If successful a configuration summary appears If unsuccessful the system provides troubleshooting suggestions Complete the setup Use the host application to complete the following tasks for details see the device configuration online help Add the timecl...

Page 98: ... Define which type of data to download from the host application to the timeclock for example activity codes paycodes and so on Download or initialize the timeclock with the configuration that you defined in the device configuration settings ...

Page 99: ...e timeclock reverts to employee mode If the timeclock is idle for 45 seconds without any input from a user it automatically exits maintenance mode and reverts to employee mode Use a Maintenance badge Note Some InTouch DX configurations do not ship with a Maintenance badge Swipe the Maintenance M badge within two inches of the target area Depending on how the timeclock is configured the system prom...

Page 100: ...meclock below the home icon and tap Maintenance Mode Enter the maintenance mode password and tap Enter Use the maintenance mode button 1 Use the security wrench that was supplied with the InTouch DX to loosen the screws on the sides of the timeclock By design the screws remain attached to the mounting bracket ...

Page 101: ...Access maintenance mode 101 2 Grasp the sides of the timeclock assembly and gently pull it down so that it swings open on its hinge ...

Page 102: ...Mode Functions 102 3 Grasp the curved ridge and pull open the cover of the microSD card compartment Do not remove the cover from the hinges 4 Press and hold button see the following illustration for at least fifteen seconds ...

Page 103: ...e before proceeding For more information see Calibrate the touchscreen on page 202 5 Slightly rotate the timeclock assembly into view to confirm that the timeclock is in maintenance mode 6 Close the cover of the microSD card compartment 7 Close the timeclock assembly and fasten the two screws on the mounting bracket ...

Page 104: ...Chapter 4 Maintenance Mode Functions 104 Maintenance mode functions Note The instructions for maintenance mode functions in this chapter assume that you are already in maintenance mode ...

Page 105: ...tion 3 Server Device Initiated Tap Server Initiated 4 Device ID Enter the same ID that you enter in the host application on the Device Configuration page select Communication Settings Communication Settings tab 5 Tap Submit Note For Server Initiated communication you must also enter the IPV4 configuration settings See IPV4 Configuration on page 107 Device Initiated 1 Tap Settings 2 Tap Communicati...

Page 106: ...L Choose the same setting that you specify in the host application on the Device Configuration page select Communication Settings Communication Settings tab 9 Primary Server The IP address the default value 127 0 0 5 or the fully qualified domain name of the Web host server that you are connecting to Enter the same IP address that you enter in the host application on the Device Configuration page ...

Page 107: ...efinite period These requests can adversely affect network performance To change the IP address of a device that uses DHCP change the address on the network assign the address to the device and then remove the address from the DHCP pool so that another device cannot use it If you remove a device that uses DHCP you can reuse its former IP address To configure the device to use the IPV4 address form...

Page 108: ...r 11 Tap Review 12 Tap Submit Connect to Network Ethernet 1 Tap Edit Settings 2 Tap Connect to Network 3 Tap Ethernet 4 Do one of the following Tap Static IP Go to the next step Tap DHCP Go to step 6 5 Complete the following fields IP Address Enter the IP address for this timeclock Subnet Mask Enter the IP address for the sub network Gateway Address Enter the gateway IP address Primary DNS Enter t...

Page 109: ...rmation via a web browser Configure settings The timeclock supports only DHCP connections for Wi Fi Note The timeclock can take up to several minutes to make the wireless connection A confirmation page indicates whether the connection was successful After you complete the Wi Fi settings ensure that the IPV4 settings are configured correctly for the Wi Fi network see IPV4 Configuration on page 107 ...

Page 110: ...y Server The proxy server feature allows you to direct all incoming traffic from the InTouch DX through a proxy server before it reaches an internal network It supports communication through HTTP and SOCKS5 proxy servers on both device initiated and server initiated devices Basic authentication is supported for both HTTP and SOCKS5 When the InTouch DX is in maintenance mode the Network report prov...

Page 111: ...e and Time The values default to the current date and time 3 Year Enter the year four digit format 4 Month Enter the month numeric format 5 Day Enter the date 6 Time Tap the field the time selector opens Enter the time the system automatically formats it Tap the AM PM key to toggle between AM and PM and tap Enter 7 Tap Save Settings Note When the timeclock establishes a connection with the host ap...

Page 112: ...propriate level 4 Tap Save Settings VNC Remote Access This function enables a timeclock to be remotely accessed using a VNC viewer It is useful for troubleshooting purposes 1 Tap Edit Settings 2 Tap VNC Remote Access 3 Tap Enabled 4 Enter the Access Password If you have not created a password you are prompted to re enter the password The strength requirements for the VNC remote access password are...

Page 113: ...ng an SSH or SCP viewer It is useful for troubleshooting purposes 1 Tap Edit Settings 2 Tap SSH Remote Access 3 Tap Enabled 4 Enter the Access Password Enter the Access Password If you have not created a password you are prompted to re enter the password The strength requirements for the VNC remote access password are the same as those for the maintenance mode password See Step 2 Maintenance Mode ...

Page 114: ... the timeclock cannot read a Maintenance badge 1 Tap Edit Settings 2 Tap Bar Code Symbology 3 Select True for each bar code type that employee badges use Code 3 of 9 Interleaved 2 of 5 UPC A Universal Product Code A UPC E Universal Product Code E Code 128 EAN 8 European Article Numbering 8 EAN 13 European Article Numbering 13 Code 39 Codabar 4 Tap Save Setings Remote Readers You can connect one or...

Page 115: ...ers 1 Select a reader type 4 Optional Remote Readers 2 Select the same reader type that you chose in the previous step 5 Tap Save Settings The device automatically restarts Strong Passwords 1 Tap Edit Settings 2 Tap Strong Passwords ...

Page 116: ... DX accepts or rejects biometric punches when authentication fails This setting defaults to Reject Punches 1 Tap Edit Advanced Settings 2 Tap Failure Override 3 Do one of the following To allow punches when authentication fails tap Accept Punches To disallow punches when authentication fails tap Reject Punches 4 Tap Save Settings Employee Enroll Count This function is available only for timeclocks...

Page 117: ...ot responding you can reboot it using the restart button on the main board which is on the inside cover of the device To remove the cover use the security wrench that was shipped with the device You must press and hold the button for four seconds For details see Use the maintenance mode button on page 100 and the accompanying illustrations Change Maintenance Mode Password Use this function to chan...

Page 118: ...be eight characters in length and contain at least one of each of the following uppercase letter lowercase letter number and special character Tap Enter 4 Re enter the new password and tap Enter 5 Tap Save Settings Factory Defaults Use Factory Default to restore the device settings to the factory default settings Caution Use the Factory Default settings only if the timeclock is not operating prope...

Page 119: ...To confirm your selection tap Delete Delete All Offline Data 1 Tap Edit Advanced Settings 2 Tap Delete All Offline Data 3 To confirm your selection tap Delete Biometric Verification Note This test applies only to devices that include the Kronos Touch ID Plus authentication device The InTouch DX confirms that an employee s finger scan image matches the corresponding template in the biometric device...

Page 120: ...hat was used during the initial enrollment If the timeclock accepts the verification a confirmation message appears If the verification fails an error message appears Tap Retry and instruct the employee to repeat the verification process If the verification repeatedly fails re enroll the employee s finger See Biometric transactions Kronos Touch ID Plus on page 61 Configure Smartcard Reader 1 Tap E...

Page 121: ...ostics 1 Tap View Reports 2 Tap Software File System This report displays the following information all sizes in megabytes Total Size The total size of the partition Used The amount of space that is currently being used Available The amount of available space in the partition Used Percentage The percentage of the partition that is currently being used To run the report 1 Tap View Reports 2 Tap Fil...

Page 122: ...ional devices that are installed for example remote bar code reader proximity reader biometric scanner and so The formats of the optional devices The amount of total and used memory The amount of total and used disk space To run the report 1 Tap View Reports 2 Tap Hardware Communication Settings Note The Communication Settings report is only available with devices that operate in device initiated ...

Page 123: ...f the proxy client if any and includes the IP addresses for the primary and secondary domain name servers DNS To run the report 1 Tap View Reports 2 Tap Network Device Status Use this report to display information about a particular device including The version number of the operating system The device ID The version number of the database schema The version number of the application firmware To r...

Page 124: ...s last restarted including The MAC Media Access Control address The Ethernet speed The number of packets that were transferred and received The number of transfer and receive errors that occurred The number of collisions that occurred To run the report 1 Tap View Reports 2 Tap Ethernet Readers This report displays information about the badge readers that are attached to the device The content vari...

Page 125: ...nrolls both a primary and a secondary finger the device counts them as two templates The maximum number of templates that the device can hold and the current number of templates The number of successful finger scan images The number of times that the device could not associate a template with the badge ID of an employee The number of firmware and hardware errors associated with the device Note The...

Page 126: ... step 6 To view only templates that have low scores or other problems tap Problem Continue to the next step 4 Select the search criteria Tap the appropriate soft key and tap Yes Fair Enroll Poor Enroll No Threshold Ring or Pinky 5 Tap Review 6 Tap Submit to view the results Diagnostics This report displays various statistics and historical data about the device including information about the firm...

Page 127: ...unction individually using each test s maintenance function 1 Tap Tests 2 Tap Sequential The tests execute automatically Communications Note The Communications test is available only on devices that use device initiated communication On devices that use server initiated communication use the Test Device function in the host application Access the Device Details page open the Troubleshooting menu a...

Page 128: ...ss The primary server instance ID The primary server port To run the test 1 Tap Tests 2 Tap Communications Test The device contacts the primary server and then displays the results screen Integrated Badge Use this test to check a badge or badge reader 1 Tap Run Tests 2 Tap Integrated Badge 3 Swipe the badge that you are testing Depending on the type of badge you are testing the information can inc...

Page 129: ...k white Green blue black white red Blue black white red green Black white red green blue White red green blue black Tone This test ensures that the timeclock s beeper is operating 1 Tap Run Tests 2 Tap Tone The device emits a tone during this test If the test is successful the message Tone Detected appears LED This test ensures that the timeclock s LED lights are working Note This test does not te...

Page 130: ...output bit 1 4 that you are testing to toggle the output bit between an on or off state Monitor GPIO Inputs Note This test functions only if the transition board option is installed 1 Tap Run Tests 2 Tap Monitor GPIO Inputs Microphone This test ensures that the integrated microphone is operating properly 1 Tap Run Tests 2 Tap Microphone 3 To record a test message tap Record 4 To listen to the reco...

Page 131: ... Badge data Badge type Barcode length Company code String Part1 String Part2 String Part3 Network Connectivity This test verifies that the timeclock can communicate with the network using TCP IP 1 Tap Run Tests 2 Tap Network Connectivity 3 Enter the IP address URL or FQDN fully qualified domain name for the primary server If the test was successful a confirmation message appears ...

Page 132: ...Chapter 4 Maintenance Mode Functions 132 ...

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