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5 Background Management

Management software can collect attendance records from different terminals, calculate

according to shift setting and finally generate different reports. The background

software can manage employee information, set rules of attendance etc.

5.1 Log in System

Double click the icon [

] on the desktop to start the attendance background

management program. The log-in interface will pop up as follows:

The default administrator‘s name is “Admin” and password is empty. Log in system and

the following interface will be displayed:

The main interface includes three parts:

Содержание OC180

Страница 1: ...OC180 Card T A Management System User Guide V1 0 ANVIZ Shanghai Subject to change without notice ...

Страница 2: ...of standalone time attendance for enterprises with its strong function and veracity OC100 series traditional RFID technology All models come with powerful background time attendance management software which can support all kinds of complicated shift and generate various reports It is versatile convenient and multi functional Please read this user manual carefully to have an initial understanding ...

Страница 3: ...he checking and calculation can be made in accordance with different time periods departments individual or combination due to various reasons for absence the report generation and printing function can be realized perfectly Flexible Shift Maintenance The software supports shift on week basis rotation shifts etc Various shifts public holidays individual leave and overtime are available to meet the...

Страница 4: ...ee schedule 6 Record collection 7 Exception management 8 Statistic report Set T A rule statistic rule company name and leaving class Add delete and modify departments Add delete and modify employee Import and transfer employee Set timetable and shift Allocate employee shift or temporary shift Collect records from the unit or import the backup record file Deal with business leave asking for leave f...

Страница 5: ...mployee information can be uploaded and downloaded between the unit and the computer Please refer to Background management for detailed information 7 There is always employee away for business asking for leave and forgetting clock happening in a company Once it occurs please deal with it in time in the software to ensure the correctness of the statistic report 8 After all the above mentioned opera...

Страница 6: ...Exceptions such as employee away for business ask for leave forgetting clock in out is incorrect Checking and calculation of transaction records is incorrect ...

Страница 7: ...Manager Setup 9 2 3 5 Manager Clear 11 2 4 Setup 12 2 4 1 Device ID 12 2 4 2 Time 13 2 4 3 Language 13 2 4 4 Workcode Scope 14 2 4 5 Daylight Saving 14 2 4 6 Net 15 2 4 7 Auto Off 19 2 4 8 Log Alert 19 2 4 9 Re Verify time 20 2 4 10 Hardware Test 21 2 5 USB Flash 22 2 5 2 All Log Backup 22 2 5 3 User Backup 23 2 6 System info 23 2 7 T A status setting 24 2 8 Shut Down 24 3 System Installation 27 3...

Страница 8: ... the manager 36 4 1 5 Synchronize Time 37 4 1 6 Initialize Unit 37 4 1 7 Terminal parameter settings 37 4 1 8 Download new record 39 4 1 9 Download all record 39 4 1 10 Clear record 40 4 1 11 Backup Employees 40 4 1 12 Resume employees 41 4 2 Record Supervision 41 4 2 1 Activate real time 42 4 2 2 Prohibit real time 43 4 3 Employees Management 43 4 3 1 Add employee 43 4 3 2 Modify employee 46 4 3 ...

Страница 9: ... Exit system 58 4 7 User interface configuration 58 4 7 1 Interface skin color 58 4 7 2 Change the software language 59 4 7 3 Set quick access button 59 5 Background Management 61 5 1 Log in System 61 5 2 System 62 5 2 1 Parameters Settings 62 5 2 2 Administrators 64 5 2 3 Administrator s Password Set 66 5 2 4 Modified Record Log 66 5 2 5 Managing Log 66 5 2 6 Set Database Link 67 5 2 7 Exit Syste...

Страница 10: ...ta Maintenance 94 5 6 1 Import Employee List 94 5 6 2 Import Attendance Record 95 5 6 3 Clear Obsolete Data 96 5 6 4 Compress Database 96 5 6 5 Backup Database 96 5 6 6 Initialize System 96 5 7 External Program Management 97 5 7 1 External Program Management 97 5 7 2 Connect to Time Attendance Machine 97 6 FQA 99 6 1 No records found though employee have clocked in out 99 6 2 The machine cannot co...

Страница 11: ...1 Chapter1 Introduction The main theme of this chapter is the advantage of this T A as well as function introduction ...

Страница 12: ... combination of card and password can meet the needs of different clients 1 2 Product Feature TI Stellaris 32 Bit High Speed CPU Stable and reliable Unique low power consumption design Support 20000 Cards 200000 Records 16 Customizable T A Status 6 digit WorkCode Short Message Support USB Device Host TCP IP Support Card PW RF PW Rechargable1100mAH battery Standard EM RFID ...

Страница 13: ...3 Chapter2 Operation Guide This chapter is mainly about appearance illustration and relevant system settings such as how to add and delete users etc ...

Страница 14: ...4 2 Operation Guide 2 1 Introduction 2 2 Time attendance status Power on and press power key to start terminal Prompt by LED light and display on the LCD ...

Страница 15: ... registration user deletion Verify Mode and manager setup and deletion Press M to enter system management mode User option with IN OUT key Press OK button to enter the sub menu 2 3 1 User enroll In User menu Enroll Press OK to enter user registration interface Input user ID i e 8101 Press OK to continue Enroll ID 008101 Esc C Set OK User Enroll Delete Verify Mode Menu User Setup System info IN 09 ...

Страница 16: ...o save card number Press C to exit and enter user registration interface Password registration Press IN OUT key to Password option Press OK to continue Input password with 1 6 digit Press OK to confirm Input password again The system will prompt Enroll Card 008101 C Cancel C Sav OK Enroll Card Swipe card Enroll PWD PWDID Esc C Set OK Enroll Card Password Esc C Set OK ...

Страница 17: ...aving or employee info changing we need to delete these employees to free more memory space In User menu press IN OUT key to Use delete option Press OK key to enter user deletion interface Input employee ID to be deleted Press OK and enter delete confirm interface Delete ID 000000 User Enroll Delete Verify Mode Enroll PWD 008101 P Cancel C Sav OK Enroll PWD PWDID Confm ...

Страница 18: ... such employee ID the system will prompt 2 3 3 Verify Mode Setting verify mode of the employee there are two modes SEPT and RF PW In User menu press IN OUT key to Verify Mode option Press OK key to enter the setting interface Press IN OUT key to select employee or press OK to input user ID Verify Mode 008101 ANY Esc C Set OK User Enroll Delete Verify Mode Delete User Empty Delete 008101 No C Yes O...

Страница 19: ...cel this operation 2 3 4 Manager Setup To prevent illegal managers we need to set device manager who should be identified to enter menu and do operation In User menu press IN OUT key to select Manager Setup option Press OK key to enter Manager Setup interface Verify Mode ID 000001 Verify Mode 008101 RF PW Cancel C Sav OK Verify Mode 008101 RF PW Yes OK Verify Mode 008101 ANY Esc C Set OK User Admi...

Страница 20: ...exit to manager setup interface You can press OK key to continuously add other managers and press C to exit as well After adding manager it needs the verification of the manager s fingerprint to enter Menu The interface is as following Admin 09 0026 12 16 10 THU Admin Setup ID 008101 Esc C Add OK Admin Setup 008101 No C Yes OK Admin Setup ID 000000 Admin Setup Esc C Add OK ...

Страница 21: ...8102 Press OK key to confirm he manger ID Note in manager clear interface you can press OK key to input manager ID and delete it manually Press OK key to confirm the manager ID to be deleted and enter manager clear interface User Admin Setup Admin Clear Admin Clear ID 008102 Manager Clear ID 008101 ID 008102 Esc C Clr OK Admin Clear ID 008101 ID 008102 Esc C Clr OK ...

Страница 22: ...includes system setup and log setup Enter management menu press IN OUT key and shift to Setup option Press OK key to enter Setup sub menu Press IN OUT key to shift menu 2 4 1 Device ID In Setup menu press IN OUT key to enter System setup option Press OK key to enter system setting sub menu Admin Clear ID 008101 No C Yes OK Admin Clear 008102 No C Yes OK Setup System Log Setup Hardware Test Menu Us...

Страница 23: ...on Press OK key to enter time setting interface You can press the OK key to shift the year month day And adjust the time After setting completed press C key and enter system time save interface Press OK key to save system time Press C key to cancel and exit to upper menu 2 4 3 Language In System setup press IN OUT key and shift to Language option Time TUE 12 20 10 15 30 Save No C Yes OK Time THU 1...

Страница 24: ...K key to save system setting Press C to cancel and exit to upper menu 2 4 4 Workcode Scope In System setup press IN OUT key and shift to Workcode Sope option Different types of work code Digital number range 1 999999 2 4 5 Daylight Saving Automatically switch daylight saving time base on week or date System Workcode Scope Daylight Saving Net Setup Save No C Yes OK System Dev ID 1000 Time Language ...

Страница 25: ... you need set the time point for Daylight Saving start time and end time And press C key enter save interface Press OK to Confirm and save 2 4 6 Net Network setting main includes IP Address Subnet Mask MAC Address and Gateway IP settings In System setup press IN OUT key and shift to Net option Setup Save N0 C Yes OK Daylight Saving Enabled No Format Week Start Time System Workcode Scope Daylight S...

Страница 26: ...ess option Press OK key to enter IP address setting interface Press IN OUT key or number key to input IP address Press OK key to shift between the 4 segments After setting completed press C key to enter IP address save interface System Workcode Scope Daylight Saving Net IP Address 192 168 000 219 Save No C Yes OK IP Address 192 168 000 218 Set C Next OK Net Mode IP Address Subnet Mask Net Mode IP ...

Страница 27: ... key to shift between the 4 segments After setting completed press C key to enter subnet mask save interface Press OK key to save the modification Press C key to cancel MAC Address Press IN OUT key and shift to MAC address option Press OK key to enter MAC address setting interface Net MAC Address Gateway IP Server IP Subnet Mask 255 255 255 001 Save No C Yes OK Subnet Mask 255 255 255 000 Set C Ne...

Страница 28: ...ss IN OUT key and shift to Gateway IP option Press OK key to enter gateway IP setting interface Press IN OUT key or number key to input gateway IP Press OK key to shift between the 4 segments After setting completed press C key to enter gateway IP save interface Net MAC Address Gateway IP Server IP Gateway IP 192 168 000 001 Set C Next OK MAC Address 051 247 188 066 084 216 Save Set ESC Next OK MA...

Страница 29: ...ter auto off setting interface Press IN OUT key or number key to input dormancy time Press OK key to confirm Then press C to save the setting 2 4 8 Log Alert Log warning number has the highest limit of 5000 When the available records memory is less than the Glog Wrn system will prompt corresponding operation Press IN OUT key and shift to Log Setup option Press OK key to enter sub menu System Auto ...

Страница 30: ... same card 1 250 minutes and then the device will only save the first record If the re verify value is NO It means that you every record saved in the device In Log Setup menu press IN OUT key and shift to Re Verify option Press OK key to enter re verify setting interface Press IN OUT key or number keypad to input time Press OK key to confirm Then press C to save the setting Log Setup Log Alert 100...

Страница 31: ...sting option and press OK key to start Keyboard press IN OUT key to select Keyboard option and press OK to enter keyboard testing interface Then press any key to start keys testing i e press key 3 if interface shows current key as 3 it indicates the key 3 works LCD press IN OUT key to select LCD option and press OK to enter LCD testing interface Flash press IN OUT key to select Flash option and pr...

Страница 32: ...ss IN or OUT key to select New Log Backup option press OK key to download the new attendance record After back successful Press C key exit to upper menu The new record file stores in the BAK KQ file which under G 00000001 directory G he driver letter of the USB flash driver 00000001 is the terminal device ID 2 5 2 All Log Backup Download all the records into U flash driver All attendance files sto...

Страница 33: ...antity records quantity and the firmware version etc In management mode press IN OUT key and shift to System Info option USB Flash User Reco There are two methods for recover the data 1 Copy BAK YG and BAK ZW files to root direction of the USB flash driver and put USB flash driver into terminal USB port to recover the records 2 Through USB flash driver management software export employee informati...

Страница 34: ...memory So called firmware is firm program saved in integrated circuit firmly responsible for controlling and dealing with integrated circuit After checking completed click C to exit 2 7 T A status setting In T A status press IN OUT key to shift attendance status System default statuses are IN BREAK OUT 2 8 Shut Down In time attendance status keep pressing OK key until interface shows as following ...

Страница 35: ...25 Then device will shut down Notice If external power is connected you can press OK key to power on device Shutdown 17 30 46 12 20 10 MON ...

Страница 36: ...26 Chapter3 System Installation This chapter mainly discusses the installation and un installation of T A software as well as the hardware and operation system requirement ...

Страница 37: ... hardware space COM Port CD ROM CD ROM needed in installation VGA support 800 600 resolution and above Operating system Microsoft Windows 2000 XP recommended Microsoft Windows Vista Microsoft Windows 7 3 2 System Installation Please insert T A disc into CD ROM and the disc will automatically run the installation program If not please run setup exe in the root directory of the disc The following wi...

Страница 38: ... Next to continue installation see the picture below Click Back and installation will return to the previous screen and re select target directory Click Next and the installation will start as the following picture shows The installation will be done after seconds see the picture below ...

Страница 39: ...rtcut of Intelligent Management and Communication Management Software are included in Intelligent Management 3 3 Uninstall the software Click Uninstall Intelligent Management in the above picture click Next and the program will be uninstalled automatically Please note All the files and data will be deleted after uninstalling the program so please make sure before operation ...

Страница 40: ...30 Chapter4 Communication The chapter is mainly about how to add delete and set communication between PC and terminal ...

Страница 41: ...fault password is empty If the time attendance software s login password is not empty you should enter the password firstly Enter the password and click the button OK to login If you enter the wrong password 3 times the software will automatically close When you enter a wrong password a message box pops up as follows ...

Страница 42: ...evice Group This group is used to manage the terminal machine T A Status There are three options Actual Status on duty and off duty When we set it as Actual Status the attendance records status in the software are as same they are in the device If you set it as ON Duty all the records status which is from this machine will be On duty USB Connect the terminal via USB cable LAN Input the terminal s ...

Страница 43: ...it the following window pops up Modify the information and then click the button OK to save the modification Click the button Cancel to cancel the modification Notice If the No is already exist in the software following message box pops up Click the button OK to set the Unit information again 4 1 3 Delete Unit Choose the T A unit and then click the button Delete Unit Following message box pops up ...

Страница 44: ...erminals which are not selected Cancel the terminals that be selected 4 1 4 1 Set the machine number Select Set the machine number option enter to setup interface Device ID range is 1 99999999 set successful show as follow 4 1 4 2 Set the IP Configuration Click Set the IP configuration and open the window 2011 12 07 10 23 11 1 1 Successfully set the machine number ...

Страница 45: ...minal information as follows Click the button Retrieve to retrieve the terminal information Click the button Cancel to close the window 4 1 4 4 Message Management Send the message to the user when he clock in Click the item a window pops up as follows 2009 03 18 13 26 14 1 Head office Set the network parameters successfully ...

Страница 46: ...he message in the Message List And you can select one message and click Delete Selected Messages to delete the message Click Delete All Messages to delete all messages on the terminal The message displays on the terminal s LCD as follows Public message Private message Message length 27 Chinese letters or 54 English letters Notice You can shift the messages by pressing the button 4 1 4 5 Disable th...

Страница 47: ...ws 4 1 6 Initialize Unit The device will resume to factory settings All data will be cleaned up Attention should be taken for this operation Click the button Initialize Unit Following message box pops up Click the button OK to confirm or click the button Cancel to cancel Some operation information displays in the main interface as follows 4 1 7 Terminal parameter settings 2010 11 22 14 10 00 1 Hea...

Страница 48: ...ds time format 24 hour and 12 hour Record Alarm Threshold Values If the rest memory space for the record is less than the threshold value the machine will alarm Time period between repeated Clocking 0 250minutes The maximum value is 250s And the default value is 5s Workcode prompt The workcode indicates what kind of work that the employee takes If you enable this function the terminal asks for the...

Страница 49: ... up Click the button OK to confirm or click the button Cancel to cancel Following information shows on the main interface 4 1 9 Download all record Click the button Download all record Following message records pops up Click the button OK to confirm or click the button Cancel to cancel Following information shows on the main interface 2009 03 18 15 05 08 Set Advanced Parameter 2009 03 18 15 05 10 ...

Страница 50: ...lick the button OK to confirm or click the button Cancel to cancel The operation information displays on the main interface as follows Notice You can stop back upping the employee by click the button on the right bottom corner Following message box pops up 2009 03 18 15 13 23 1 Head office Reading attendance records 2009 03 18 15 13 24 1 Head office Read the records completed Records 6 Read succes...

Страница 51: ...tion displays as follows Notice 1 please make sure that the User ID is existent in the terminal 2 You can stop recovering the employee by click the button Stop on the right bottom corner 4 2 Record Supervision Get the records from the terminal real time 19 15 08 07 Get back employees 2009 03 19 15 08 07 Get back employees 1 Head office 1 Head office No such ID existed recovery failed 2009 03 18 15...

Страница 52: ... to supervise the terminal and then collect the records every 5 seconds You can review the record information in the Real Time Monitoring Records Information as follows When the employee clock in or out the Check in Times or the Check out times increases one And the following window which includes the Employee ID Name Department and Position pops up ...

Страница 53: ...toring You can see the begin time and end time of the real time monitoring in the Real Time Monitoring Records Information as follows 4 3 Employees Management Employee management interface is as following 4 3 1 Add employee Click Add employee button open Add modify employee info window which ...

Страница 54: ...yee info in Basic info You can also add pictures for employees Notice The No is exclusive as well as the first digit cannot be 0 There are two ways to add pictures 1st way Click button choose employee s picture stored in PC and open Edit picture window as following ...

Страница 55: ...45 Click the button view to choose one photo Click the button View to choose one photo And Crop the photo by the Cut down button and then click the button Save to save as follows ...

Страница 56: ...tures shooting window as following Choose camera equipment and click the button take Pic to take a photo Edit the photo by Cut down function and then click the button Save to save Click the button to delete the employee photo 4 3 2 Modify employee Modify employee operation is to modify the employee information in the window Add Modify Employee Info ...

Страница 57: ...se the employees and then click the button Transfer department The window Employee Transfer pops up Select the department and then click the button OK to confirm or click the button Cancel to cancel 4 3 5 Set privilege We can only upload the employees to the authorized terminal Choose the employees from employee info list you can choose some or all the employees by using the button Shift or Ctrl o...

Страница 58: ...e A to the employee B And then the employee B s privilege will be as same as the employee A Choose the employees from employee info list you can choose some or all the employees by using the button Shift or Ctrl on your computer s keypad Click the button Copy Privilege The Copy Function and Privilege window pops up Input the one employees ID And then you can click the button to browse the ...

Страница 59: ...nfirm or click the button Cancel to cancel Click the button OK to confirm or click the button Cancel to cancel 4 3 7 Upload employee Upload employee is to transfer employee info register in local pc to machine Select employee info need to upload in employee info list and click Upload employee icon with the confirm window as following pop up ...

Страница 60: ...l via the software Choose the employees from employee info list you can choose some or all the employees by using the button Shift or Ctrl on your computer s keypad Click the button Delete from Unit Following message box pops up Click the button OK to confirm or click the button Cancel to cancel The operation information shows on the main interface as follows 4 3 9 Employee Checking Search the emp...

Страница 61: ...on OK to confirm or click the button Cancel to cancel Modify dept Choose the department which is going to be modified Click Modify dept The Input Department Name window pops up Input the department name Click the button OK to confirm or click the button Cancel to cancel Delete dept Choose the department which is going to be deleted Click the right button of your mouse and then click the Delete dep...

Страница 62: ...52 4 4 Record Management 4 4 1 Record Search Set the Begin Date and End Date as follows Click the button Search record to search the record ...

Страница 63: ...th set employee No length the default is 6 digits Space symbol space symbol to separate fields Space symbol length space symbol bit After setting completed click Export record button open Save as window choose save file directory input file name click Save button The system prompts as follow Click the button OK to confirm 4 5 U flash driver management software U flash driver management software ma...

Страница 64: ...import them to local Att2003 mdb database Prompt The database must include employee information before you read the attendance record from the U flash driver Read the user info from the U flash driver click Read the user info from the U flash driver the user info will import to local Att2003 mdb database and user fingerprint template will store in the Template folder which under software installed...

Страница 65: ...cally exit current operation If timeout is larger than Communication delay time software will automatically exit In real time monitoring voice prompts Department name During real time monitor if employee is access granted the software will voice prompt employee department and name Clear the data after downloading After downloading records completed delete the record downloaded from machine automat...

Страница 66: ... 3 Timing Downloading Record Click the Timing Downloading Record The Timing Downloading Record window pops up Enable this function by choosing the Run Timing Download Record You can set 5 time point Please use the button to set a time And then click the button Add to add the time to the Downloading Time Click the button OK to save the setting 4 6 4 Management PWD Setting Click the Management PW Se...

Страница 67: ...sword again New Pwd the password user wants to set Confirm Pwd input new password again to confirm If confirm Pwd is different from new one system will prompt Click OK button to input confirm password again After modifying completed click OK button to save new password and it prompts 4 6 5 Database linking setting Click the Database linking setting The Data Link Properties window pops up ...

Страница 68: ...y we must input User name and password in 2 Enter information to log on to the database After completed click Test connection to test the connection correctness of the database and system prompts Click OK button and it goes back to Data link properties interface Click OK button and system prompts 4 6 6 Exit system Click Exit system It prompts Click the button OK to confirm or click the button Canc...

Страница 69: ...ck access button Move the cursor to the icon Synchronize time Click the mouse s right button It prompt s Click the item Add to Quick Access Toolbar And then you can see the quick access button on the toolbar as follows Move the cursor to the quick access button And then click the mouse s right button It prompts Click the item Remove from the Quick Access Toolbar ...

Страница 70: ...t The main theme of this chapter is how to collect attendance records from different terminals with management software and generate different reports The background software can manage employee information set rules of attendance etc ...

Страница 71: ...ound software can manage employee information set rules of attendance etc 5 1 Log in System Double click the icon on the desktop to start the attendance background management program The log in interface will pop up as follows The default administrator s name is Admin and password is empty Log in system and the following interface will be displayed The main interface includes three parts ...

Страница 72: ...owing window will prompt Pic5 1 Basic parameters Set your company name the default is Head office Input your company name that will be deemed as the head of departments list A working day count as how many minutes is the base for time attendance calculation which will be the transition standard to calculate the late to work early to leave free overtime items minute is the good transition standard ...

Страница 73: ...own Abandon the decimal regardless it is For example if the minimum calculation unit is 1 day if the accumulated time is 1 1 days or 1 9 days the result of calculation is 1 day Round up Add one unit regardless the decimal is For example if the minimum calculation unit is 1 day if the accumulated time is 1 1 days or 1 9 days the result of calculation is 2 day Round off If the decimal is equal to or...

Страница 74: ... of leave class and color and click Save to finish Delete leave class Select the name of leave class which one need to be deleted click Delete and click OK to finish Field definition Click page Field definition in pic5 1 following shows This page add the corresponding value for Nation Specialty Position Education in menu Employee maintenance 5 2 2 Administrators Click System Administrators followi...

Страница 75: ...e all the items in the Items operable list in above picture such as Employee maintenance Shifts settings Calculating and Report we can set different privileges for different administrators so as to divide and manage the task systematically 2 After you add a new department you must modify the privileges of the Department operable for the administrators select the new department in the Department op...

Страница 76: ...System Modified Record Log following springs Select department employee No and time range and click Search and those records which match the above condition will be displayed Notice Modified record log shows all the time attendance record modifications If there s record that has been revised incorrectly before it can be recovered by selecting this record and clicking Restore Click Close to exit 5 ...

Страница 77: ... multi administrators can use the software at the same time 5 2 6 Set Database Link This system adopts the database interface of Microsoft ADO The acquiescence database is Access2000 The defaulted is att2003 mdb under the main setup directory You can set up the database linking again according to the actual conditions When the following mistake appears you should link database again Click Database...

Страница 78: ...ctness of the database 5 2 7 Exit System Click Exit System in System menu The following menu springs Click OK to exit management software and return to Windows system 5 3 HR Management Click HR Management on the main menu following springs 5 3 1 Department Management Click Department Management in the HR Management menu springs the following window ...

Страница 79: ...ment you just added in the Department operable Department modification Choose the department click Modify and input the new department name then click Save Delete the department Choose the department click Delete and then click OK to complete Notice repetition of department name is not allowed if there are employees existing in the deleted department those employees will be automatically transferr...

Страница 80: ... Temporary Shifts which defines as overtime working If the checkbox of Rest On Holiday is not checked holidays will make no effect on the shifts for this employee if the checkbox of Rest On Holiday is checked thus for those holidays even there are shifts on those days for the employee those shifts will be invalid And if there are time attendance records of this employee those records will be deeme...

Страница 81: ...artment click Transfer and following window will pop up Select the new department and click OK to complete Export Employee Right click on employee list and the following window pops All displayed fields in employee info list can be defined through submenu of Column Meanwhile the modification will take effect and be saved Click Show all columns to display all fields in the list Click Export Data an...

Страница 82: ...e used as backup information and can be imported again 5 4 Attendance Management Click Attendance in the main menu following springs 5 4 1 Holiday List Click Holiday List in Attendance menu The following appears Add festivals or holidays Click Append then input the festival or holiday name and the rules Click Save when ready Modification of festivals or holidays ...

Страница 83: ...be 08 00 12 00 and 13 00 17 00 so 08 00 12 00 and 13 00 17 00 are two timetables If such a shift needs to be setup these two timetables should be setup first Here we use time table morning to indicate 08 00 12 00 and time table afternoon to indicate 13 00 17 00 so two timetables have been setup Please refer to the following chapter for details of how to add time tables and then we can add a shift ...

Страница 84: ...ables with no blank left Begin Clock in Time and End Clock in Time setup the valid time period for clock in Records out of this time range will be treated as invalid ones For instance Begin Clock in Time is 07 00 and End Clock in Time is 13 00 If clock in record is 07 01 or 12 59 they are valid records but if clock in record is 06 59 it is invalid Besides Begin Clock in Time and End Clock in Time ...

Страница 85: ...t to revise and click Modify then input the new information clicks Save when finished The timetable Deletion Select the timetable you want to delete click Delete and click OK to make sure Please note Begin Clock in Time and End Clock in Time makes the valid time range for Clock in Clock in out of this time range will be treated as invalid records It is the same with Clock out time Please setup in ...

Страница 86: ...ed in this shift in the springing window see the Pic5 3 below For instance select the timetable Day shift and select from Monday to Friday and then click OK back to this window and click Save to complete Please refer to the example for details Pic5 3 Delete the timetable Select the timetable you want to delete and click Delete Clear the timetable Clear all the timetables of the shift ...

Страница 87: ...ied and click Modify and enter new information in Shift Name etc click Save to complete Delete a shift Select the shift to be deleted and click Delete Example Three shifts Add Three shifts Shift Please note It is assumed that the shift goes around every week cycle every three weeks and employee is on holiday every Saturday and Sunday Step 1 Click Append enter Three shifts in Shift Name set Cycle t...

Страница 88: ...d click OK to complete the setting of the first week The second week afternoon shift from Monday to Friday Click Add make corresponding operation in the springing window see the result below Click OK to complete the working hour setting for the second week The third week night shift from Monday to Friday Click Add make corresponding operation in the springing window see the result below ...

Страница 89: ...or the third week After the completion of above steps please don t forget to click Save and the setup of three shifts will be done see the picture below 5 4 3 Employee Scheduling Click Employee Scheduling in Attendance menu The following window appears ...

Страница 90: ...se the department or several personnel that need to arrange shifts click Arrange the following window appears Pic5 5 Add a new shift Select the corresponding shifts for instance The commencement date and deadline of ...

Страница 91: ... click Delete button and click ok on the pop up dialog box to finish the deletion Arrange a Temporary Shift When one or many employee s working time needs to be changed temporarily you can arrange a temporary shift Click Add Temporary the following window appears Click OK and the temporary scheduling can be operated Then click Add and the following window will pop up Click OK and the timetables wi...

Страница 92: ...nu the following appears Inquiry of attendance record Select the department employee the beginning and ending time that need to inquire about then click search you can get the corresponding attendance record Attendance record report form preview ...

Страница 93: ...ndance record only need to click export you can lead out the data inquired File format txt xls Click Modify Log and the log modifying window will be called for reviewing the modification log of time and attendance records 5 4 5 Attendance Calculating and Report Inquiry of report form Click Attendance Calculating and Report in Attendance menu the following window appears ...

Страница 94: ...Display Employee s attendance result in the scheduled time period Other Exceptions Display Employee s leave out and overtime etc Calculated Items Display all Employee s calculated items such as normal actual late early absent overtime etc Please note When dealing with Out calculation there should be Out back and only Out and Out back in one shift can be calculated Working hours in the report Actua...

Страница 95: ...te down click the right key and springs the following menu The definition of each option as follows Export Data Export the data in the current attendance record list to a file in txt or xls format Create report for current grid Generate report based on the data in the current attendance record list for preview and print ...

Страница 96: ...responding record you want Columns Define the fields displayed Meanwhile the modification will take effect and be saved Show all columns Display all fields in Columns Please note We can manually modify the record as stated above to assure the veracity of the report according to the practical situation If there is disoperation the records can be recovered through Modified Record Log in System Right...

Страница 97: ...87 Daily Report Calculate employee s daily attendance record General Report Calculate all employee s attendance items such as normal actual late early absent overtime etc ...

Страница 98: ...88 Exceptions Report Calculate employee s out overtime business leave personal leave etc ...

Страница 99: ...89 Create a Report for Current Grid Print preview of the current displayed grid For example Attendance Report ...

Страница 100: ...90 Print Report Toolbar of report preview is as the following picture ...

Страница 101: ... be exported to a file txt or xls It has the same function as Export Data when right clicking in each grid Exceptions dealt with In pic5 6 click Exception and the following menu will pop up Click options one by one in the menu and the following modules will pop up respectively Append record Late Early Collectively Business Leave leave and Modified Record Log If the calculation result is incorrect ...

Страница 102: ...n select the proper department employee ID beginning time ending time leave type and click save when ready Modification of employee away on business or leave Select the appointed employee whom you want to make this modification to and click Modify Then you can modify the relative information click Save when ready Deletion of employee away on business or leave Select the appointed employee and the ...

Страница 103: ...ching in out collectively click Exception Append Record Collectively following springs Select the department thus the employees in the department will be listed in the employee list select the employees whom you want to add records on to then select record s state and time then click OK to finish 5 5 4 Dealing with Collectively Late Leaving When collectively coming late leaving early takes place f...

Страница 104: ...rd 3 Select the modified clock in time 4 Search employee through department or shift 5 Select employee 6 Click OK to confirm 5 6 Data Maintenance Click Data Maintenance on the main menu following springs 5 6 1 Import Employee List Click Import Employee List in Data Maintenance menu Pop up the following window ...

Страница 105: ...rtment The format of data must follow Employee ID Tab Name Tab Department The information each employee takes one line no blank line between one another This format of file can import the employee info includes Employee No Name Department position Employ Date Telephone Address Sex Language Comment put those items on the head line and input the items by order the order can not be changed 5 6 2 Impo...

Страница 106: ...ystem will prompt asking you to compress the database as following shows select OK to finish Note you can only clear the data of one month ago 5 6 4 Compress Database Click Compress Database in Data Maintenance menu to compress and repair the database 5 6 5 Backup Database For ensuring the safety of data and recoverability we advise you to back up the database regularly Click Backup Database in Da...

Страница 107: ...For example we need calculator when we are operating input Calculator into the input field of Program name and then input C WINDOWS system32 cacls exe into the input field of Executable file or browse to find the calculator program click Save to finish at last We will see Calculator when you open External program management over again 5 7 2 Connect to Time Attendance Machine Click External Connect...

Страница 108: ...98 Chapter6 FAQ Frequently asked questions and answers ...

Страница 109: ... to connect COM wrong COM No Please enter the right COM No 4 Not able to connect TCP IP wrong setting Refer to the manual for connecting Time Attendance terminal 6 3 Clock s time works fine but employee cannot attendance Reason Solution 1 Unit in dormancy status Press any key to activate 2 The device is on communication or the route has been interfered 1 Please exit the system by clicking Exit sys...

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