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2014-08-04  

 

 

18 | P a g e  

 
 

Setting Your Alert Preferences 

Select 

Settings

 | 

Preferences

 and click on the 

Alert 

tab to setup 

the alert notices displayed on the Home page. The Home page 
updates based on your time setting for the 

Check Alerts Every

 

field described below. 

 

Type the least amount of hours an employee can 

1.

work per punch in the 

Alert Low Hours at

 field. If 

an employee works fewer hours in a shift than is 
specified, an alert generates. To disable this alert, 
set the alert value to 

0.

 

 

Type the maximum amount of hours an employee 

2.

can work per shift in the 

Alert High Hours at

 field. If an employee works a shift more than the hours specified, an alert 

generates. To disable this alert, set the alert value to 

99.

 

 

Type the number of hours an employee can work before daily overtime goes into effect in the 

Alert Day Overtime OT 

3.

at

 field. This option triggers an alert before employees reach daily overtime by using the daily overtime value that you 

set under Overtime Preferences. 

Example:

 

If you have Day OT1 set to 8 hours and Alert Day Overtime OT set to 2 hours, an alert posts to the 
Home page when the employee reaches 6 hours worked for the day. 

 

Type the number of hours an employee can work before weekly overtime goes into effect in the 

Alert Week Overtime 

4.

OT at

 field. This option triggers an alert before employees reach weekly overtime by using the weekly overtime value 

that you set under Overtime Preferences. 

Example:

 

If you have Week OT1 set to 40 hours and Alert Week Overtime OT set to 8 hours, an alert posts 
to the Home page when the employee reaches 32 hours worked for the week. 

 

Type the number of minutes to check alerts in the 

Check Alerts Every

 field. New alerts are checked and posted to the 

5.

Home page based on the time entered here. To maximize system speed and performance, we recommend setting this 
value to 10 minutes or more. 

 

Click 

Submit

 to save your settings and return to the Home page.

 

6.

 

For additional Alert configuration, select 

Settings | Alert Setup

 
 

Alert Setup

 

Using the Alert Preferences set earlier, select 

Settings | Alerts Setup

, and follow the 

instructions below to set up Home page and email alerts (with Email Alerts Upgrade). 

 

Enabling/Disabling Alerts

: To disable an alert, deselect the checkbox in the 

far left column. This prevents the alert from being posted on the Home page 

 

Lifetime

: Use the drop-down menus under the 

Lifetime

 column to select the 

amount of time the alert remains on the Home page. After that time, the 
alert is automatically removed. 

 

E-mail

: If you have purchased the Email Alerts upgrade, select how often you 

would like an e-mail alert sent from this drop-down menu. See 

Email Alerts Upgrade

 for more information. 

Содержание SB-100 pro 2.5

Страница 1: ...Quick Simple Reliable Universal Time Clock Product User Guide SB 100 PRO 2 5...

Страница 2: ...ime Systems product names mentioned in this document are registered trademarks of Icon Time Systems All other products brand names or company names mentioned in this document are properties and tradem...

Страница 3: ...10 Using Your Time Clock Terminal 11 Time Clock Key Functions 11 Employee Functions at the Clock 11 Punching IN and OUT 11 Proximity Badge Entry Badges Sold Separately 12 Web Punch Time Clock Entry O...

Страница 4: ...Time Clock Terminal 31 Chapter 6 Accessories and Upgrades 32 Software Upgrades Overview 32 RTC 1000 Advanced Upgrade 32 Employee Capacity Upgrades 33 Benefit Tracking Upgrade 33 Email Alerts Upgrade 3...

Страница 5: ...ion 45 Assign a Static IP Address to the Time Clock 46 Set Up Port Forwarding on the Router 46 Step 3 Connect to Your Universal Time Clock over the Internet 47 Frequently Asked Questions 48 Troublesho...

Страница 6: ...rnet access With the Universal Time Clock you will be able to track and manage your employees time and attendance add employees edit timecards run and export reports and much more directly from your W...

Страница 7: ...rts The RTC 1000 2 5 comes standard with 50 employees and is upgradeable up to 250 employees Feature Comparison Chart Feature SB 100 PRO 2 5 RTC 1000 2 5 Employee Capacity 25 upgrade to 250 50 upgrade...

Страница 8: ...displayed below For example if the assigned address is 10 10 10 10 enter that text directly into the address field preceded with http Note If you are logging in using USB click the Employee Time Clock...

Страница 9: ...programs are compatible with Windows operating systems only To download the Payroll Export program click on the appropriate link below QuickBooks www icontime com utc quickbooks export Paychex Online...

Страница 10: ...nu Adding modifying and deleting an employee is done from the Employee List Go to Chapter 3 Setting Up Your Employees for instructions on setting up employees in the SB 100 PRO 2 5 Reports Menu Your t...

Страница 11: ...g IN and OUT The employee procedure to punch In and Out at the time clock may vary depending on the entry method selected See Chapter 3 Setting Up Your Employees for additional information The punch e...

Страница 12: ...to these types of punches Refer to Adding a Punch in Chapter 4 for additional information Proximity Badge Entry Badges Sold Separately Proximity badges allow employees to punch In Out by waving the b...

Страница 13: ...must be assigned to the break department and must transfer into the break department To transfer into the break department follow the instructions below The employee must already be punched In to the...

Страница 14: ...Last Pay Start field to open the calendar and select the date that your previous pay period started 3 Tip Use the and arrows to select the year Use the and arrows to select the month Click in the Thi...

Страница 15: ...e page 4 Setting Your Punch Preferences From the Pay Preferences tab select the Punch tab The Punch Preferences screen displays Note The rounding rule selected affects all punches system wide The orig...

Страница 16: ...entry method is set to Automatic Refer to 3 Chapter 3 Setting Up Your Employees for additional information Check the Flag edits on reports checkbox to flag manually edited punches on reports If checke...

Страница 17: ...often alerts on the Home page refresh in the Refresh Home Page Every field If 8 your system runs slow type a larger number for the refresh time Check the Use Popup Windows for Edits checkbox to have a...

Страница 18: ...fect in the Alert Week Overtime 4 OT at field This option triggers an alert before employees reach weekly overtime by using the weekly overtime value that you set under Overtime Preferences Example If...

Страница 19: ...ese fields display in the system or employee pages ADP EXPORT Use the User Field to track the employee s ADP Payroll ID Refer to the ADP Export User guide installed with the ADP Payroll Export for ins...

Страница 20: ...x in the far left column click Submit To select all employees and make them active click on Select All To make all employees inactive click Select None To show inactive employees click on the Show Ina...

Страница 21: ...om the drop down menu Review the description of the time clock entry methods below and choose your entry method carefully o Validated The employee is required to either punch in or out at the employee...

Страница 22: ...Punch Time Clock Settings Configure these settings when Web Punching is enabled Additional licenses may be purchased For additional information on this option refer to Chapter 6 Accessories and Upgra...

Страница 23: ...reen click Add Punch at the top of the report to add a new punch To complete the punch pair click Add Punch on the employee s timecard to display the Add New Punch screen Perform the following when ad...

Страница 24: ...he Apply Towards Overtime check box is available when the NonWorked punch type is selected Check the Apply Towards Overtime checkbox if the assigned hours count towards overtime Click in the Start Dat...

Страница 25: ...use the From and Thru date ields enter a custom timeframe to run the report Click Submit after entering custom dates Daily This option displays the total hours worked for each day in a report This is...

Страница 26: ...from the Employee drop down menu Click Submit to save your selection CSV Export Exports a report in comma delimited CSV format This report is used for importing employee punch data into programs that...

Страница 27: ...mit to create a backup in the Save to Backup File screen 2 Click Save 3 A file name is automatically assigned for you The file name includes the current date for 4 easy reference For example a typical...

Страница 28: ...erwritten at the employee time clock 6 Click OK to continue It may take several minutes to restore a backup file especially if you are using a USB connection The employee time clock will display a Ple...

Страница 29: ...r to the creating a backup of your time clock data section Updating Your Time Clock from the Software Interface IMPORTANT If you are using a Macintosh computer to manage your time clock software you m...

Страница 30: ...assword for the time clock application Resetting the Software Interface Password Enter into Supervisor Mode 1 Press on the time clock terminal Enter in your security code the default security code is...

Страница 31: ...ss on the time clock terminal Enter your security code The default security code is 00 00 00 Scroll through the options using Up or Down until you find the option Set Date Time and press Enter 2 The S...

Страница 32: ...rades can be applied at any time after you purchase your Universal Time Clock and can be purchased through your reseller If you need help finding a reseller give our Sales Department a call All softwa...

Страница 33: ...le time or other custom rates on a defined overtime Email Alerts Upgrade The Email Alerts allows the time clock to automatically email you employee alerts as employees come and go before they accumula...

Страница 34: ...re used to round punch hours to the start and end times of a specific shift Employees will not get paid for punching IN early or OUT late With the standard upgrade Revision Zones are set as a company...

Страница 35: ...secutive day of work for any hours over 8 hours in the day OT1 Multiplier enter the pay rate for Overtime 1 usually 1 5 3 OT2 Multiplier enter the pay rate for Overtime 2 usually 2 4 Note Making a cha...

Страница 36: ...arly Max enter the maximum number of benefit hours allowed to accumulate for the benefit if you allow vacation 8 hours to carry over from one year into the next post the annual earned amount plus the...

Страница 37: ...transferring over the Internet Important To send email alerts you must have a SMTP server available Contact your network administrator to find out if your company has a SMTP server If your company doe...

Страница 38: ...enience configuration settings for the most common SMTP Server providers are located in the following section Common SMTP Server Settings Refer to the list below to find the most common SMTP Servers a...

Страница 39: ...omize your email settings go to Settings from your Navigation menu and click on Alerts Setup With the Email Alerts upgrade enabled you will have two additional columns under the Alerts Setup screen as...

Страница 40: ...trictions and GPS tracking to help better manage your employees punches Note If you are using USB communications Web Punch will not be available to employees through your local area network or the Int...

Страница 41: ...igned PIN badge number in the Username PIN field 2 Type the employee s assigned Web Punch password in the Password field 3 Click Submit The employee Web Punch screen displays 4 Select the appropriate...

Страница 42: ...an employee to web punch in out from only authorized locations via the IP address of their computer or web enabled device If an employee attempts to web punch in out from an unauthorized location IP a...

Страница 43: ...ple IP Addresses Put a comma between the authorized IP addresses to allow the employee to punch from any IP address listed Example 192 168 3 6 192 168 3 784 Range of IP Addresses The employee can punc...

Страница 44: ...the employee The employee can now use the badge to punch In and Out Repeat the steps above for each employee Note To reassign a currently used badge select the new employee in the Assign Badges menu...

Страница 45: ...ng for credit card processing we do not recommend that you set up port forwarding for remote access on your network as setup can be complicated and may be incompatible Some customers choose to set up...

Страница 46: ...same local network in the address bar type in the IP address of the clock to 10 log into the time clock Set Up Port Forwarding on the Router These instructions are general guidelines for configuring...

Страница 47: ...the Save Settings button or your changes will not take effect 7 NOTE The router may need to be reset to activate the rule To reset the router unplug it from the power and plug it back in Step 3 Conne...

Страница 48: ...are using both a router and a cable modem router DSL modem router for port forwarding ensure that port forwarding has been configured on both the router and cable modem router DSL modem router The ca...

Страница 49: ...2014 08 04 49 P a g e For additional troubleshooting steps refer to www portforward com Select your router by model name and number for specific port forwarding instructions Port Forwarding Diagram...

Страница 50: ...t and view the proper time frame If you were viewing ALL employees in the Timecard report you will be brought back to a Timecard report for that specific employee From the date link you will need to s...

Страница 51: ...instructions below 1 First determine an available IP Address for the employee time clock Your network supervisor can provide you with this information or help with these steps 2 Enter into Supervisor...

Страница 52: ...stments or repair are required purchaser must contact our customer service department within the warranty period detailing the request The purchaser must provide model serial number and a copy of orig...

Страница 53: ...Some states do not allow the exclusion of limitation of incidental or consequential damages or limitations on how long an implied warranty lasts so the above exclusions or limitations may not apply to...

Страница 54: ...elevision reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate...

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