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2014-08-04

25 | P a g e

Note:

All edited and manually entered punches will be flagged on the report with an '

' next to the punch. Refer to

Chapter 2 under Punch Preferences

for instructions on disabling this option.

Viewing Additional Reporting Details

Customizing your reports and viewing additional details on a

Timecard

Attendance r

eport is uncomplicated.

The blue links in the

Timecard

and

Attendance

report are Web links that allow you to customize or view details of your data. The

Timecard

report has additional detail options. Refer to the next section for additional information.

Edit Employee Info

: Click the employee’s name in the Employee column of the report to edit an employee's details.



Select a Report Time Period

: To change the report timeframe, click the date link at the top of the Report screen.



Click the appropriate predefined timeframe link or 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



convenient if the employee clocks in and out multiple times during the day.

You can also click the date in the Employee column of the report to view daily totals for
a specific day. Click the date again to hide the information.

Labor

: this option will display the calculated labor cost (pay), -entered in the Edit an



Employee screen.

Exceptions

: Click this link to view punches that may require the attention of the payroll manager. Click the link again to hide



this information.

Exception types and settings are found under Setting Your Alert Preferences in

Chapter 2 | Setting Your Time Clock

Preferences

. Descriptions of the exception flags are listed below.

Punch pair reached the Alert High Hours.

Punch pair is below the Alert Low Hours.

Punch pair reached the Alert Maximum Time.

Refresh

: Click this link to update the report. All recent punches or changes display.



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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