Lathem PC600 Series Скачать руководство пользователя страница 36

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P A Y C L O C K & P C 6 0 0 U S E R ’ S G U I D E

Double click on the drive that contains the PayClock
installation CD.

Follow the Setup Steps

•

It may take the install a few minutes to start, please be
patient.

•

From the Install PayClock window click on

Next.

•

Read the License Agreement and select

I accept the terms

of the license agreement

and

Next

to move forward.

•

Select the

Custom option

and click

Next

to continue.

•

At the Install Client Only or Client & Server window, select

Client Only

and click

Next

to continue.

•

At the Ready to Install screen, click

Next

•

At the Installation Complete screen click

Finished

Open PayClock

•

After installing, you can run PayClock by clicking its icon.
The default log in is Admin with the password ‘

lathem

’.

Содержание PC600 Series

Страница 1: ...Model PC600 User s Guide...

Страница 2: ...with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause h...

Страница 3: ...ARE TROUBLESHOOTING 75 APPENDIX A PC600 WAN INSTALLATION 76 APPENDIX B PAYCLOCK CLIENT SOFTWARE WAN INSTALLATION 79 APPENDIX C CONNECTING THE PC600 DIRECTLY TO THE COMPUTER S NIC 82 Copyright 2010 Lat...

Страница 4: ...venient to employees punching In Out Also keep in mind that a 115vAC power outlet should be within 6 feet as well as a connection to the network LAN For more detailed information turn to page 7 Verify...

Страница 5: ...lowers onto the screws Align the L shaped security bracket into the slot at the bottom rear of the PC600 and screw it into place This will fasten the terminal to the wall Remove the plastic cover fro...

Страница 6: ...Add employees as well as create supervisors using the Employees button under the Setup tab To add a new employee click New and then enter the employee data To create a supervisor select the desired e...

Страница 7: ...ftware The terminal utilizes a powerful Windows CE based application and a touch panel display for inputting data by employees supervisors or administrators The PC600 terminal validates that the emplo...

Страница 8: ...ser friendly design Large easy to read touch panel Comprehensive support agreements minimize technical difficulties Numerous accessory options to enhance the functionality Upgrades If you find that yo...

Страница 9: ...swers to your issues in a number of different ways In addition to resources within the PayClock software assistance may be accessed online via email via telephone or through your dealer Don t forget a...

Страница 10: ...port Agreements Annual support contracts are designed to keep your terminal and PayClock software working seamlessly For a single annual fee your Support Agreement offers the following advantages Unli...

Страница 11: ...ents Please verify that your package includes ALL of the following items If your package is missing an item please call the help desk at 1 800 241 4990 Recommended Installation Tools Tape Measure Penc...

Страница 12: ...r Vista Windows 7 Server 2003 or 2008 Standard or Enterprise Edition y Memory 1 GB of RAM or higher y Hard Disk Drive Up to 450 MB free disk space up to 1 GB if the NET framework is not installed y Di...

Страница 13: ...ftware will search for it on the network and automatically configure the terminal Step 2 After selecting the appropriate installation site use masking tape to hold the included Mounting Template onto...

Страница 14: ...ward away from the keyhole slot that can be seen immediately above Hang the terminal on the wall aligning the three keyholes on the rear of the enclosure with the three protruding screw heads and then...

Страница 15: ...istrators to perform certain functions such as punching In and Out To punch move the badge over the badge reader symbol below the illuminated oval target area on the front of the PC600 When the badge...

Страница 16: ...lluminated oval target area on the front of the PC600 When the badge is in close proximity to the PC600 a confirmation beep will sound a text message will appear a custom audio message may be played a...

Страница 17: ...for the employee Viewing Totals Press the View Totals button on the touch pad of the PC600 Move the badge over the badge reader symbol below the illuminated oval target area on the front of the PC600...

Страница 18: ...he list of available departments will display Press the button for the desired department a confirmation screen will display showing the department into which the employee transferred Amount Entries P...

Страница 19: ...o enter into administrator mode press the Admin button the Enter PIN screen will display Using the numeric key pad enter the administrator PIN number and press Enter The Administrator Main Menu screen...

Страница 20: ...screen will display Using the numeric key pad enter the administrator PIN number and press Enter The Administrator Main Menu screen will display Press Network Settings The Network Setup screen will di...

Страница 21: ...Enter PIN screen will display Using the numeric key pad enter the administrator PIN number and press Enter The Administrator Main Menu screen will display Press Network Settings The Network Setup scre...

Страница 22: ...enabled online mode communications with the pc occur in real time For example when an employee punches at the PC600 it is immediately added to the database and is available for viewing or editing To e...

Страница 23: ...p screen will display Press the Date button The Date Setup screen will display Using the up and down arrow keys set the month date year and click OK When finished press the back 2 button until you hav...

Страница 24: ...ss the Time Zone button The Choose Time Zone screen will display Using the up and down arrow keys select the desired time zone and click OK When finished press the back 2 button until you have returne...

Страница 25: ...ess Date Time Setup The Date Setup screen will display Under Time Display Format press either the 12HR or 24HR The screen will refresh with the newly selected option When finished press the back 2 but...

Страница 26: ...in button The Enter PIN screen will display Using the numeric key pad enter the administrator PIN number and press Enter The Administrator Main Menu screen will display Press Reset The Clock Reset scr...

Страница 27: ...er the supervisor s PIN and press Enter You may also move the supervisor s badge over the badge reader symbol below the illuminated oval target area on the front of the PC600 The Select an Employee sc...

Страница 28: ...right arrows to select the desired date and press the Punch button Using the up and down arrows set the desired hour and minute and then click OK At the confirmation screen select Yes to add the punch...

Страница 29: ...he PC600 At the Select an Employee screen press the button of the desired employee Press Send Message Select to send a sound message or a text message Using the up and down arrows select the desired s...

Страница 30: ...er the supervisor s PIN and press Enter You may also move the supervisor s badge over the badge reader symbol below the illuminated oval target area on the front of the PC600 At the Select an Employee...

Страница 31: ...The Enter PIN screen will display Using the numeric key pad enter the supervisor s PIN and press Enter You may also move the supervisor s badge over the badge reader symbol below the illuminated oval...

Страница 32: ...C 6 0 0 U S E R S G U I D E 26 Disable Badge Entry Press the Disable Badge Entry option There will be a check in the box when badge entry has been disabled When finished press the button to return to...

Страница 33: ...ti user license must be activated if you wish to access the PayClock software from different computers on your network Additional license fees may apply You will have to register your PayClock softwar...

Страница 34: ...mmary screen click the Print button this data may be needed at a later time Click Next to move forward At the PC600 Clock Setup click Start Discovery the searching animation will start When the termin...

Страница 35: ...Client software Note The multi user license must be activated if you wish to access the PayClock software from different computers on your network Additional license fees may apply In order to activa...

Страница 36: ...cense Agreement and select I accept the terms of the license agreement and Next to move forward Select the Custom option and click Next to continue At the Install Client Only or Client Server window s...

Страница 37: ...ti user system other users can have the PayClock client installed on their computers and access PayClock across the network Enable the Multi User Feature Open the PayClock software Click on the PayClo...

Страница 38: ...d reports Simply click on a tab or button to open the pane and associated window Use the Quick Action buttons under Payroll Process or Other Tasks to access routine operations Using the Ribbon Bar The...

Страница 39: ...wing shift assignments in mass rather than having to assign shifts to employees individually Reports Tab The Reports tab allows you to run reports on information that is stored in the PayClock databas...

Страница 40: ...Icon located on your desktop Log In To begin using PayClock you must first Log In to the system at the Log In window PayClock has one default user the Administrator The Administrator has full access...

Страница 41: ...tton 2 Type in your Old Password remember the default is lathem 3 Type in your New Password the one you would like to create 4 Confirm your new password by typing it in 5 Click OK to finalize the chan...

Страница 42: ...g in Fill in the requested information and submit If you do not have an internet connection select Print at the end of the wizard to print and fax your information to the help desk at 1 800 252 2208 C...

Страница 43: ...30 minutes because she didn t work past the day change Example 2 Jane Doe s first punch on Tuesday was at 1 00 pm Using the maximum work day length setting of 14 hours PayClock defines the expected en...

Страница 44: ...he List box on the left side of the window The Standard pay class will open on the General tab Select the Pay Period Type The available options are Weekly Bi Weekly Semi Monthly Monthly and Custom Set...

Страница 45: ...ounding Click Save to keep your changes Shift Length Setup The Maximum Work Day Length setting allows you to enter how long employees would normally work in one day Note Normally you should leave this...

Страница 46: ...d other advanced pay class features The Pay Class set up consists of four tabs General Overtime Break and Advanced Pay Codes Button Pay Codes are accumulators or categories that collect either time or...

Страница 47: ...e a shift that starts at 7 30am and ends at 4 00pm with a 30 minute punched break After defining the shift rules you can then assign shifts to the employees Employees Button The Employees button of th...

Страница 48: ...and Advanced General Tab Set up employee s name badge and PIN Overrides Tab Override global break settings for an employee Schedules Tab Assign shifts to an employee Benefit Time Tab Track benefit tim...

Страница 49: ...indow will display 2 Click the New button the next available blank employee template will display 3 Type in the employee s last name first name and middle initial 4 In the Badge Number field enter the...

Страница 50: ...loyees with the Salaried option selected can not be exported The Do Not Include in Exports option will be checked and will be dimmed 9 From the list under Type of Employee choose whether this person i...

Страница 51: ...on this tab will override the global break set up on the Pay Class Break tab Schedules Tab The Schedules tab is used to apply shifts to individual employees The shifts applied to the employee will ma...

Страница 52: ...ab You use the Personal tab to keep track of certain employee information such as their address phone number custom field information and who to contact in an emergency Messages Tab You use the Messag...

Страница 53: ...iods When you click on the Timecards tab you will see 4 areas the Timecard Ribbon Bar the Employee List the Employee Timecard and the Timecard Timeline See the PayClock Help for detailed information o...

Страница 54: ...for the selected Pay Period Use the Employee List to select an employee and the pay period navigation buttons to select the Pay Period The Employee List Toolbar allows you to filter and sort the list...

Страница 55: ...mployees with those letters will display in the employee list The full name or just a few letters can be entered in the Find employee by name field Setting the Columns in the Employee List Click the C...

Страница 56: ...mecard The Employee Information area displays the selected employee s name the start and end of the selected pay period and the employee s hourly wage rate and gross pay You can also Approve an employ...

Страница 57: ...colored light green identify that the day contains a department transfer Cells that are light green are disabled and do not allow punches Setting the Columns in the Timecard Table Click the Columns b...

Страница 58: ...rea Displays the shift that is being used for the selected day The open shift will be represented by a green bar in the Schedule area An assigned shift rule will be represented by a light blue bar in...

Страница 59: ...ee s timecard click on the desired employee in the list and their timecard will display Selecting the Pay Period Use the arrow buttons on the Select Pay Period navigation bar of the Timecards tab to m...

Страница 60: ...s tab on the ribbon bar and click on the desired employee from the Employee List the employee s timecard will display At the timecard table toolbar click the Insert button and select Registration the...

Страница 61: ...utton You can use the Insert Non Work Time button to add a non work time Select the Timecards tab on the ribbon bar and click on the desired employee from the Employee List The employee s timecard wil...

Страница 62: ...n the transfer will be added to the timecard Making a One Time department change in the Timecard Table You can make a one time department change in an employee s timecard for a selected day or for a s...

Страница 63: ...ay At the timecard table toolbar click the Insert button and select Amounts The Add Amounts window will open Click the New button Select the date to apply the amount Select the pay code to apply the a...

Страница 64: ...not require any user action The PayClock software will highlight the timecard cell in red when an exception is found You can click on the exception symbol and a list of the exceptions will display It...

Страница 65: ...ployee list looking for exceptions To scan backwards in the employee list select Previous Exception PayClock will highlight the timecard cell in red once an exception is found You can correct or appro...

Страница 66: ...the pay period you can still run reports and exports but you cannot edit the closed data Make sure that you have finished making all your changes before closing your pay period Note A closed pay perio...

Страница 67: ...open a closed pay period all other open pay periods will be temporarily closed and will not allow edits Once the re opened pay period is closed again the temporarily closed pay periods will go back to...

Страница 68: ...on a calendar A separate labor coverage chart is also available to view which allows for verification that there is enough labor coverage but not too much for a work day Global Shift Assignments The...

Страница 69: ...ing button groups Export Print Settings Refresh Navigation Pay Class Pay Period Grouping and Help You can run reports on the open pay periods closed pay periods or for a date range Note Certain report...

Страница 70: ...ort in the list and then click the Select Employees button and choose the desired employees Click the Reports tab on the ribbon bar and the Reports window will display Single click on the report in th...

Страница 71: ...Properties and Toolbar The Terminal Properties is used to view and edit the configuration of a terminal using seven tabs Connection Employees Settings Audio Info Update Poll Schedule and Recovery Add...

Страница 72: ...at the PC600 and select the Device Information button You can also assign a name to the terminal this can be useful if you have more than one terminal Activate Live Sync by checking the option and up...

Страница 73: ...e list on the right select the desired employees and click the Remove button The employees will be removed from the list Click Save 3 Click Update Selected Terminal to send the changes to the terminal...

Страница 74: ...ect whether the terminal will get its time from the internet NIST or from the PayClock server computer The default setting is NIST General Settings Supported Validation Types This area is used to conf...

Страница 75: ...touchpad Note The Enter Amounts button will not display on the terminal s touchpad if this option is disabled Decimals Select how many decimal places will be used if the All Amounts option is enabled...

Страница 76: ...olume at Terminal Use the slider control to set the volume on the terminal Messages by In Out Punch Select this option to configure what audio text message sounds and displays on the terminal for In O...

Страница 77: ...update itself from that point forward The PC600 can be set to check to see if it needs to update itself every 30 seconds 1 minute 5 minutes 10 minutes 15 minutes or 30 minutes A green icon will show o...

Страница 78: ...e Sync option and set the Update Interval setting The default is 5 minutes 4 Click Save 5 Click Update Selected Terminal Live sync will be enabled on the terminal 6 The employees created in PayClock w...

Страница 79: ...to the electrical outlet and back of the terminal Make sure the network communication settings are correct at the terminal to check the settings Press the Admin key enter the admin password and press...

Страница 80: ...linking light shows in the small rectangular opening to the left of the illuminated oval on the front of the PC600 What does it mean This blinking light represents the connection to the network LAN If...

Страница 81: ...olution What is the password to login to the software The default password is lathem If you have changed the default password and can t remember your new password contact the help desk for assistance...

Страница 82: ...Click the PayClock orb on the upper left and from the menu select Support Assistant In the Support Assistant window select Connection Info Print the Connection_Info txt file for use when configuring...

Страница 83: ...f you are using DHCP select DHCP On The IP Subnet Mask and Gateway Address will automatically be set when the DHCP setting is On Press the Define Host button the Define Host screen will display Press...

Страница 84: ...green icon will show on the PC600 display identifying it is in live sync mode The PC600 terminal will be operational and ready for use Note All communications have to be initiated from the PC600 term...

Страница 85: ...database server A static IP address is required on the computer designated as the PayClock database server PayClock must be licensed as a Multi User system additional license fees may apply Important...

Страница 86: ...OM drive Note If you are installing on Windows Vista or Windows 7 you may have to click Allow Continue or Yes at the User Account Control confirmation window The Setup program should run automatically...

Страница 87: ...e any PayClock servers on your network Please enter the server information Enter the Database Server Name in the field Note Use the Server Summary or Connection Info print out for the PayClock databas...

Страница 88: ...r Windows XP Vista and Windows 7 directions for accessing the NIC properties Open the Properties of the NIC Open the Properties of the Internet Protocol item Define the IP 10 0 1 1 and Subnet Mask 255...

Страница 89: ...address given to the PC600 in the Device IP Address field Enter the IP address given to the computer in the Server IP Address field Click Save Click the Test Connection button and verify the communica...

Страница 90: ...4 TCP IPv4 item Click the Properties button Choose Use the following IP address Enter the values outlined in this document Click OK and then click Close Windows 7 Click Start Control Panel Network and...

Страница 91: ...Non Work Time 54 55 Adding Punches 53 54 Administrator functions at the PC600 13 Annual Support Agreements 4 Audio Tab PC600 70 B Badge Number 43 Benefit Time Tab 46 C Clocking IN Out 10 Closing the P...

Страница 92: ...Toolbar 48 Employee Number 44 Employees Tab PC600 67 Entering Amounts at the PC600 11 Exception Filter 58 Exporting Data 59 F Features Specifications 2 Filtering the Employee List 48 G Global Scheduli...

Страница 93: ...ides Tab 45 Overtime 38 P Package Contents 5 Password 35 75 Pay 38 PayClock Client Installation 29 PayClock Client Software WAN Installation 79 PayClock orb 33 PC600 68 PC600 WAN Installation 76 Perso...

Страница 94: ...s in the Employee List 49 Setting the columns in the Timecard 51 Setting up Multi User 31 Setting up PayClock 37 Setting up your Terminal 65 Settings Tab PC600 67 Setup Tab 33 40 Setup the Pay Period...

Страница 95: ...bleshooting 3 U Update Poll 70 Upgrades 2 Using a Badge at the PC600 10 Using a PIN at the PC600 11 Using PayClock 34 Using the PayClock Software 32 Using the PC600 9 Using the Quick Search 49 Using t...

Страница 96: ...ght 2010 LathemTime Corporation PayClock Lathem and the Lathem logo are registered trademarks of LathemTime Corporation All rights reserved Windows is a registered trademark of Microsoft Corporation U...

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