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AMANO Time Guardian Series installation user manual

1. To create a grace zone enter the desired number of hours and minutes HH MM before and after the scheduled start time Repeat for the scheduled end time For example the schedule for the employee is 8 00 AM to 4 00 PM The grace window for the Start of schedule Is set for 15 minutes before 7 45 AM and 15 minutes after 8 15 AM the scheduled start time If the first IN punch for the day occurs between these two times it will be rounded to the scheduled start time of 8 00 AM The grace window for the end of the schedule is 30 minutes before 3 30 PM and 30 minutes after 4 30 PM the scheduled end time If the last OUT punch for the day occurs between these two times it will be rounded to the schedule Start time of 4 00 PM Schedule Start Schedule End 08 00 am 04 00 pm Grace Zone 1 Grace Zone 1 Grace Zone 2 Grace Zone 2 Start En Start End If the punch falls within If the punch falls within the window it gets the the window it gets the schedule start time schedule end time First IN Last OUT This rounding occurs outside of the grace rounding windows and when an employee has a schedule with start and end times Time Guardian Series Advanced Rounding Module 14 5 Rounding Templates First IN Last OUT Last OUT Unit and Poin Uni Early OUT Late OUT OBIE In the First In Last Out tab there are 4 Units and 4 Points used to determine rounding A Unit is a nume
2. General Pay Code Threshold Exception Employee E Mail To add a condition click on the Add button and enter the following e Pay Code Select All or individual Pay Codes e Condition Select lt lt gt or gt e Value Enter a time threshold HH MM for the selected Pay Codes e Duration Select Daily Weekly or Pay period To remove a condition select a row and click on the Remove button 9 Click on the Exception tab This tab enables you to receive an IM E mail event notification when the selected Exceptions are generated General Pay Code Threshold Exc Available LB Long Break UNSCH Not Schedule EIG Early In Grace lt gt e Toselect an Exception highlight the desired Exception in the Available list and click on the Add button e To select all Exceptions from the Available list click on the Add All button e To remove an Exception from the Selected list highlight the desired Exception in the Selected list and click on the Remove button e To remove all selected Exceptions click on the Remove All button 10 Click on the Employee tab This tab enables you to select employee for IM E mail event notification 11 To filter add employees for IM Profile click on the Employee tab select the employee and click on the L J button The Employee Filter window will appear Time Guardian Series Events Notification Module 20 5 General Pay C
3. New The New command from the submenu enables you to create a custom Advanced Schedule A Advanced Schedule General Paycode OT y Zone Code 2 Not Qualify Zone 2 Hours 04 00 Allocation O Normal Pay in advance 7j2z4j2006 2 O Remainder Labor C Home labor CostCenterS5 1 CC1 w Department 4 CC4 w Jos tass 6 6 cc6 w Select the following e Pay Code Select the Pay Code that the schedule will be in e Zone Code Select the Zone Code that the schedule will be in e Hours Enter the amount of hours for the day e Allocation Select Normal Pay in advance or Remainder If Pay in Advance is selected you NE must enter the date that the employee will be paid for the schedule using the button The Select Date window will appear Note The Hours for the Pay in Advance will be put into the Payroll Export file on the Pay in Advance date The hours on the Timecard will indicate the date they occur 12 20 Time Guardian Series Advanced Schedule Module Select Date x Month Saal Year 2005 L i10 M iz 13 i4 15 i7 18 19 20 21 22 24 25 26 27 28 29 31 FA E When you have finished click on the click on the button e Labor Select the labor category or categories that the Schedule will use When you have finished click on the click on the button The Advanced Schedule you just created will appear in the selected cell E dit User Defined The Edit U
4. 3 Entera name for the Coverage Schedule report in the Name field and a brief description of the report in the Description field 4 Select the Maximum of employee s to be included in the report Select the Employee Interval y axis of the report see the following example O schedule Coverage xj COVERAGE INTERVAL i i TAL a eit as Lon at w EMPLOYEE INTERVAL RANGE DAY INTERVAL 12 8 Time Guardian Series Advanced Schedule Module 6 Enter the Day Interval hours of the day interval in HH MM format Enter the Coverage Interval hours of the day that will have schedule coverage in HH MM format 8 Select the Range of the report e For Single Day Select Specific of day s and enter 1 and then select the desired day in the from field Range w Day of week Bpecitic of devs 1 from won Range of Days Select Specific of day s and enter the desired amount and then select the desired day in the From field Weekly Range Select Day of the Week and select the desired Day in the Start Day field Range ie Day of week start Day Mon a Specific of dayta 9 Click on the Pay Class tab E Schedule Coverage eee General Payclass Cost Center 55 Department JOBCLASS LEVEL Employee Available Selected STD MJ 1st Shift Add Arana Lorporake Ag Add All Remove Remove All To include s
5. poao ae R Execute Zone Calculation before el e Order Priority of Overtime The execution order Priority of overtime can be set by selecting the desired overtime type and clicking on the up or LY down arrows to move the overtime up or down the list 11 4 Time Guardian Series Advanced Overtime Module 1 Execution of Priority The list is calculated in order as they occur provided that the word Continue is in the Action field of each overtime type When the Action field is set to Stop any overtime types that are listed in the table where this occurs will not be executed if employee qualifies for that overtime To proceed you must change the Action field from Continue to Stop in the selected overtime type To do so click on the Action field for the desired overtime type and select the Action from the dropdown list See the previous illustration for an example Click on the Overtime Authorization tab Pay Class CER General Day Change Schedule Rounding Overtime Definition Overtime Execution Overtime Authorization Holiday Benefit Execution Hours worked before an assigned schedule require authorization C Hours worked beyond an assigned schedule require authorization Hours worked on an unassigned schedule require authorization a If your company s policy requires overtime authorization check any one of the 3 possible scenarios where employees may work
6. My Documents 93 My Computer E NUUCOA IIF File name UCOA IIF a Files of type IIF Files F i N My Network Step 15 From QuickBooks view the imported employee information create paychecks if desired and or submit for payroll QuickBooks Auto Integration Note For auto synchronization to work QuickBooks 2011 or no older than 2 years 2009 must be installed Also QuickBooks Pro must be started up first and running before starting up the Amano Time amp Attendance software The following procedure describes how to setup the Amano Time amp Attendance software for QuickBooks Pro auto integration synchronization Step 1 During installation of the Amano Time amp Attendance software the Setup Wizard in Step 1 General Setup will ask Do you want to send employee hours to your payroll software Select Yes Step 2 Select Direct integration from the dropdown menu for How do you want to export QuickBooks Step 3 Select Yes for Is QuickBooks installed on the current PC Itis recommended to have QuickBooks installed on the current PC and open for successful direct integration Note You can select No and integrate with QuickBooks on a server remotely but the QuickBooks still has to be open for successful integration synchronization Setup Wizard Step 1 General Setup Define your Company profile h Company Do you want to integrate Access Control How do you want to export QuickBooks
7. Auto Schedules Name Std NJ Auto schedule Based on IN punch Based on OUT punch Based on IN and OUT punch Template Schedule 85 a Schedule Start Schedule End Before 15 00 Before 10 00 After 10 00 After 15 00 Enter a name for the auto schedule in the Name field required field Select the punch that the schedule will be based on e IN Punch If selected only the Schedule Start Before and After times need to be entered OUT Punch If selected only the Schedule End Before and After times need to be entered IN and OUT Punch If selected both the Schedule Start End Before and After times need to be entered 5 Assign a template schedule using the dropdown list in the Template Schedule field Template Schedule In creating a schedule the user defines schedules that are made up of template schedules and auto schedules Together these schedules form the weekly work pattern that can be applied to an employee The screen below shows an example of the template schedule and auto schedule assignments into a schedule Time Guardian Series Advanced Schedule Module 12 5 To Create a Schedule 1 Click on the Schedule module within the Setup group in the Tree View see the figure amp Time Guardian Pro SYSDBA File Edit Help Today A Name y S S Setup Name Company schedule AA Users x Paycodes Sy Shifts Daily Rules New Schedule NJ Schedule gt E Template Schedules h
8. Thu 07 00 Fri 07 00 Thu 04 00 Fri 04 00 In the Description field enter a brief description of the template In the Relative Start Date field enter in the start date of the pattern in DDMMYYYY format or click on the button The Select Date dialog box will appear x Gurenteed Hour all 12 i i 1 1 1 1 Name fonsor Description Select Date xi Month fefas i Year 2005 Relative Start Date f Pattern 2 3 MMs 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Using the dropdown lists select the Month and Year Click on the desired day in the calendar When you have finished click on the button to save your setting and close the dialog box and return to the Settings tab of the Schedule Rotation window 6 Inthe Length In Days field select the number of days that this template will span A blank schedule grid will appear in the Pattern box The days included in the template are indicated by white cells Time Guardian Series Advanced Schedule Module 12 23 D Schedule Rotation El E 3 1 6 0 1 1 JE Name Son 20FF Description Son 20FF weekly schedule for 8am 5pm Relative Start Date 12 4 2006 Length In Days 5 he Pattern Sun Mon 12 4 Tue i Sat i Sun 07 00 AM Tue 07 00 AM Ved 07 00 AM Thu 07 00 AM Mon 04 00 PH Wed 04 00 PM Thu 04 00 PM Fri 04 00 PM 7 Schedules and Labor Levels are assigned to e
9. Importing Employees to Time Guardian Plus Importing 3 employee s Imported 111 Poulton Alan Imported 1 Plumber Joe Imported 222 Manalo Romwell Once complete field s specific to Time Guardian such as Schedule Department Wages and Employee Type will have to be updated for the newly imported employees from Access Control These items can also be globally assigned Time Guardian Series Setup Wizard 3 31 Do you want to import employee information from specific file Answer Yes to this question if you want to use this built in import feature This feature allows you to import employee information from a text file directly into the Time Guardian database To use this feature you will need to Know the name and location of the file to be imported Click on the Employee Import button and the Import window see figure will appear on the General tab E import Bet Hoo e General Import File Format Settings Import Default Settings Import Field Map Settings Name New jersey Bldg 35 employees Description 2010 MJ Employee import file File Name CO Time Guardian Import_Emp csy log Import Type Employee Override Existing Individual Schedule C Advanced Schedule Mtd Note Default import fields are provided to be used and defaults will be used if the imported file a does not contain data for those fields Create a new Employee Import
10. Phone 9 Inthe Connection field select the type of connection you are using to communicate with the terminal s The required information in the Connection Info will depend on your connection e Ethernet The terminals communicate to the Host PC via Ethernet connection If selected you must enter the IP Address and Port Obtain the correct IP address from your network administrator or alternatively please consult the appropriate terminal manual 1 e MTX 15 Installation Guide FP T 40 Fingerprint Installation Guide Nexus Lite documents Hand Punch 50e Manual etc to perform terminal diagnostics hardware configuration and identify the IP address e Modem A modem is used at the Com Port of the Host PC to communicate to the terminal s If selected you must select the Com Port Baud Rate Modem Type and enter the Phone Number If your modem is not available from the list select a compatible model This information should be provided in the modem s documentation The telephone number entered must be the terminal s modem Include 1 Area Code 7 digit phone number when applicable e Direct The terminal s are directly connected to the Host PC via Com Port If selected you must select the Com Port and Baud Rate 10 Click on the Terminals tab to add edit delete or find terminals lol x E gaa DFe S General Connection Terminals Name do ober Serialto active eee 11 To find terminals
11. Start Date The date when the tag will be activated YYYYMMDD End Date Displays the date when the tag will expire YYYYMMDD If left blank the tag will never expire End Time The actual hour 1 23 on the date when the tag will expire HH Type Tag Options Assigns one of the following functions to the badge or tag a Normal Normal employee b Suspend All access for a particular tag is suspended c Blacklist The tag holder will be denied access to the site d Special Events 1 and 2 Button Tag holders are admitted for specific events such as a meeting or demonstration APB Override Enables the tag holder to override the APB constraint condition on the doors to which they have access Report Always When checked all transactions with this will be reported If you wish to assign another tag for the employee click on the Tag 2 thru Tag 4 Tag 8 buttons and follow a similar procedure performed for Tag 1 Configuring AmanoNet 7 6 The following paragraphs detail the steps involved in integrating data between the Time amp Attendance software and the AmanoNet 7 6 system Step A Configure AmanoNet 7 6 Settings with the following procedure 1 Login to the Time amp Attendance software select the Setup Wizard from the Edit menu and the Setup Wizard screen will appear 2 From the General Tab of the Setup Wizard select Yes to integrate Access Control then click on the Access Control button and the Access Con
12. selection will leave that particular department field blank in the payroll file The following is an example of the Breaks tab window Payrolls General Date Range Breaks Employee Available Selected Department LEVELS LEVEL4 LEVELS Add All Remove Remove All Move Up Move Down Bu e To adda department to the payroll file highlight the desired Labor Level in the Available list and click on the Add button Time Guardian Series Output 9 31 e To add all departments to the payroll file click on the Add All button e The departments in the payroll file will be separated in the order that they appear in the Selected list To change the order of the departments in the Selected list select the desired department and click on the Move Up and Move Down button e To remove a department from the payroll file highlight the desired department in the Selected list and click on the Remove button To remove all selected departments click on the Remove All button 13 To filter add employees for Payroll click on the Employee tab select the employee and i click on the L E button The E mployee Filter window will appear E Employee Filter Pay Class Department LEVEL2 LEVEL3 LEYEL4 LEVELS LEVEL6 Employee Available Selected Camel Remove Remove All The Employee filter is deeper as it acts upon the previous filter from the Date Range and Breaks tab to
13. 13 At this point the general install is complete and the installation utility will scan your PC for Adobe Acrobat Reader If itis not installed the installation utility will install it 2 Time Guardian E Ed Searching Introduction Searching for Files Matching firebird conf License Agre ement Looking In C Program Files Adobe ameMaker_Import dialogs Choose Install Set Choose Install Folder Get User Input Choose Database Option Microsoft SQL information EA Choose the Time Guardi 4 Pre installation Summary Summary led Please Wait Introduction License Agreement Choose Install Set Choose Install Folder EA Get User Input EA Choose Database Optidy AET A 4 Microsoft SQL informatic PT Peters igured for your system FA Choose the Ja ecuting Database installer ey p stallati BAAAARAAAAAA 15 If QuickBooks Integration was selected the QuickBooks drivers will be installed to exchange data between Time Guardian and QuickBooks Next QuickBooks utility will execute and the QuickBooks InstallShield Wizard for QBFC will appear 2 6 Time Guardian Series Installation Time Guardian J Executing QuickBooks utility SEESEELEEEESES 16 Click on the Next button to start the InstallShield for QuickBooks FC or Cancel if you are not using QuickBooks payroll software i OBFC 8 0 InstallShield Wizard Welcome to the InstallShield Wizard for QBFC 8 0 The InstallShield
14. 9 If Microsoft SQL was selected as a database option you will be prompted to enter the SQL Server Name Administrator s User Name and Administrator s Password in the Microsoft SQL Information screen When you have finished entering the required information click on the Next button 10 The Pre Installation Summary screen will appear Please review the displayed information on the screen and click on the Next button to proceed 23 4 Time Guardian Series Nexus Lite Module Ye NexusLiteManagement t EA Introduction EA License Agreement Choose Install Set Choose Install Folder A Get User Input Choose Database Option Microsoft SQL information Choose the Nexus Lite M JJ Pre Installation Summary gt Clones Fallen b gt Install Corrialebe lizania DoR Pre Installation Summary Please Review the Following Before Continuing Product Name NexusLiteManagement Install Folder CA WexusLiteManagement Shortcut Folder CADocuments and Settings All Users Start Menu NexusLiteManagement Disk Space Information for Installation Target Required 540 561 109 bytes Available 99 698 794 496 bytes Cancel Previous 11 The Installing screen will appear The status bar on the bottom of the screen will display the installation status Ne NexusLiteManagement Introduction License Agreement Choose Install Set PA Choose Install Folder Get User Input iY Choose
15. Mon 08 00 Mon 17 o0 Tue 08 00 Tue 17 00 wed 08 00 Wed 17 00 Thu 08 00 Thu 17 00 Fios o0Frii7 00 G lobal T imecard E dit To globally edit employee timecards e Inthe Tree View select the Timecard module within the Daily Activities group and the following is an example of the screen that will appear time Guardian Plus John_Smith File Edit Help El Today Number X EHPA Daily Activities Number Badge Number Payroll Last Name A Employees 1o02 1235 Jackson piu Communications Recalculate 61 Output 4 Reports S Payrolls a Import a Export Auto Process ae pe Edit e Click on the Global Edit button and the General Global Edit window will open e Select Edit Type from the choices of Add Punch Add Hours or Add Dollars 6 12 Time Guardian Series Timecard Administration e When Add Punch is selected the following is an example of the General Global Edit window E Global Edit General Edit Type Add Punch Add Hours Add Dollars Punch Settings Punch oe m0am DLS Paid As Punch Punch Type Break Meal Type Meal Labor Settings Cormments Reason e Enter Punch Settings for Punch enter punch time i e 16 00 4 00 PM DLS check box if you want punch entered under DLS Paid As Punch check box if you want punch to be paid as punch Select Punch Type the choices are St
16. Remove 1187 Wizard Columbus Day 1189 Wizard Labor Day Remove dll 1191 Wizard Veterans Day 1195 Wizard Thanksgiving Day lt H gt e To add a Holiday to the Pay Class highlight the desired Holiday in the Available list and click on the Add button To add all Holidays to the Pay Class click on the Add All button To remove a Holiday from the Pay Class highlight the desired Holiday in the Selected list and click on the Remove button To remove all selected Holidays click on the Remove All button ie Click on the Calendar Se icon to display a Calendar of Holidays From the Calendar of Holidays click on the icon too printa Holiday calendar 13 Click on Benefit Execution tab This tab determines the order in which benefits will be calculated 5 Order of Benefit Execution Initials ____ S General Day Change Schedule Rounding Overtime Definition Overtime Execution Overtime Authorization Holiday Benefit Execution Order Priority of Benefits The execution order Priority of benefits can be set by selecting the benefit category and clicking on the up or M down arrows to move the benefit up or down the list 10 10 OBK Time Guardian Series Advanced Pay Class Module 14 When you have finished click on the button to save your settings The Pay Class will appear as a row in the Table View Viewing Holidays in a Pay Class The Holidays assigned
17. The Output Path field is not used and grayed out The Secondary Output File box is not used and grayed out The DLS Daylight Savings Time Settings are not used and grayed out Click on the Connection tab t Locations Hola Reo General Connection Terminals Connection Ethernet Select Discovered Access Terminal In the Connection field Ethernet is fixed for the type of connection you are using to communicate with the terminal s The terminals communicate to the Host PC via Ethernet connection You must enter the IP Address and Port default port 10 005 Obtain the correct IP address from your network administrator or alternatively please consult the appropriate terminal manual to perform terminal diagnostics hardware configuration and identify the IP address Click on the Select Terminals t button to see a list of discovered terminals see figure The Ethernet connected terminals in this location should appear in the Terminals list see figure The User Datagram Protocol UDP Output of the Nexus Lite must be set to the IP Address of the NLM client PC Also NLM utilizes a UDP Service which runs in the background on the NLM client The UDP Service must be running for this communication The Receiving Port Number on the Nexus Lite must be set to the same as the NLM client which has a default 4445 See Network Module wil Select Discovered Access Terminal General Ma
18. Total Total 10 00 08 00 02 00 X gt Bac Illustration of Bill ackson timecard after adjustment oot Ec Timecard 1002 Jackson Bill AKUAN GG Punches Overrides Adjustments Mon None Tue 5 2009 wed Aann ITL T Daily Totals Period Totals El Total 12 00 El Total 12 00 Pay Code Pay Code REG 08 00 F REG 08 00 EH OT 04 00 OT 04 00 F El ka 6 6 Time Guardian Series Timecard Administration The Adjustments Tab in the Timecard grid consists of the following displayed columns Column Name Date that punches schedule belong to Day within Payperiod punches hours belong to Assigned Schedule user defined Pay Code user defined to be assigned to hours Dodas O Dollars paid to employee Comments Reason Comments reason for employee adjustment applied to timecard Totals The Daily and Pay period Totals for the employee are shown in the Timecard grid at the bottom of the screen to provide a quick view for the employee s Daily and Pay period totals see figure Ee Timecard Jackson Bill 1002 7 Ioj x De RED EM E f su s002 AA fsi2s09 sysj09 a E factus Punches Overrides Adjustments Ta eeu aa Break EDT 09 00 EDT l Aug5 2009 Wed EDT 09 00 4 Daily Totals Period Totals Cost Category Hours Dollars cost Total 52 00 El Total 92 30 Paycode P
19. work Hours Award Hours Award Hours Override Pay In Advance Holiday Formulas Individual Holidays can be created in the Holiday window by selecting the Setup Wizard from the Edit menu clicking on the Pay Code tab and pressing the Holiday button A formula is used in the Date Definition and Condition tables to generate the holiday Note Ifthe Advanced Pay Class Module is activated see this module for additional information on the Holiday Group and formulas Time Guardian Series How To Use 4 7 This page intentionally left blank Time Guardian Series How To Use Chapter 5 Employee Administration Employees can be administered by selecting the Employees module in the Daily Activities group within the Tree View The Employees module can consist of the following tabs General Personal Contact Assignments Scheduling Labor Level Wages The following tabs may be present if these modules have been activated Access Control gt AmanoNet or Nexus220 Tabs Advanced Schedule gt Certification Tab Benefit Time gt Benefit Tab and Web Interface gt Web Access Tab Note If optional Access Module is installed to integrate with Amano Access Control AmanoNet 7 6 or Nexus 220 from 4 to 8 tags could be present The amount of tags depends upon the controller the AmanoNet system Is connected to connection to AC or EC controller will have 4 tags while connection to EC2 controller will have 8 or 10 tags The Amano Time amp At
20. 9 46 Time Guardian Series Output e Note Text Qualifier Selecta Text Qualifier from the dropdown list The choices are None Single Quote or Double Quote The Text Qualifier is the character which encapsulates a data element i e California Date Format Select the date format from the dropdown lists The choices are Month 1 Month 01 Month J an Month J anuary Year 90 Year 1990 Day 1 Day 01 and Day Mon Hour Format Select the hour format The choices are Hour 8 00 Hour 08 00 Hour 08 00 or Minutes 480 Full Name Format Select the Full Name Format from the dropdown list This field will be available for assignment in the Import Field Map Settings tab 8 Click on the Import Default Settings tab This tab allows you set the defaults for data being imported Select the following Note Import Default Settings Import Field Map Settings Employee Number Badge Payroll Number As itis As itis amp s itis C Same As Badge O Same As Employee Number Same As Employee Number O Manual Increment From Manual Increment From Default Labor Default Assignment Pay Class R amp D LEVEL2 Default Schedule None LEVELS Default v Time Zone GMT 11 00 West Samoa Summer Time LEVEL4 Default Daily Rule None LEVELS Default j Zone ZONES LEVEL6 Default Employee Number Select how the Employee Number will be defined The choices are As itis
21. Current Password admin Email Serer Hew Password Confirm Password Enter the following e Current Password For new installations the default current password is admin e Admim Email Address Enter the e mail address of the Admin or computer that the J ive Messenger Server is installed on e New Password Enter a new password for admin account If you do not want to change the password for the admin user click Skip This Step button e Confirm Password Enter the same password as above 6 The Jive Messenger Setup Complete screen will appear The IM Server must be restarted To do so right click on the Y in the system tray on the lower right hand corner and click Launch Admin fe dt Yew Povertes ook Hi Q D iB Loser Permes Ae c E tet 127 0 0 19020 setue firwhed ep Jive Messenger Setup Jive Messenger Setup Complete This iaitallation of Jive Mossenqer 6 now campista To contru i Please restart the server 2 Login fp fha admin corenie Time Guardian Series Events Notification Module 20 9 7 TheJ ive Messenger Screen will appear Click on Stop and the Start to restart the J ive server Jive Messenger i ive Messenger 2 1 3 Started Jun 17 2005 9 02 20 AM Admin console listening at http f127 0 0 1 9090 https 127 0 0 1 9091 See Canaan Or Configuring the IM Client First Time Setup 1 Select IM Client from the Start Menu or your Desktop from the Time Gua
22. Import Type Override Existing Individual Schedule Advanced Schedule In the Name field enter a name for the Import profile 4 Enter a brief description of the Import profile in the Description field Enter the name and path of the import file in the File Name field or click on the browse button to the right of the field to browse for the file you wish to import 6 Select the Import Type from Employee Individual Schedule requires Advanced Schedule module Advanced Schedule requires Advanced Schedule module and Override Existing 7 Click on the Import File Format Settings tab This tab defines the format of your import file Select the following 65 x S Ged RN MAD fuvemcioyec records O General Import File Format Settings Import Default Settings Import Field Map Settings Delimiter Tab kd Text qualifier None bd Date Format Month 1 P I Month 1 Y lj Month f1 X Hour Format Hour 8 00 Full Name Format FirstName LastName S FirstName LastName FirstName Middle LastName FirstName LastName FirstName Middle LastName LastName FirstName Middle Pld a Delimiter Select a Delimiter from the dropdown list The Delimiter is the character which separates the data elements from one another The choices are Tab Comma Pipe Semicolon Backslash Forward slash or User Defined If User Defined is selected you must enter the character in the field provided
23. Log On As x AAE NT AEF Bq NET Runtime Optim Microsoft Manual Local System Perfortmiance Logs end Alerts stoo en Sy Adobe LM Service AdobeLM S Manual Local System Device Manager ae a Sy Alerter Notifies sel Disabled Local Service Sy Storage Sy Apache Tomcat 5 Manual Local System Removable Storage 4 Apache Tomcat Started Automatic Local System Disk Defragmenter ite Am lim s Started Manual Local Service Disk Management Apache Tomcat 6 Properties Local Computer 3 Manual Local System a Services and Applications os Started Automatic Local System z Services General Log On Recovery Dependencies Manual Network S ey WMI Control Started Indexing Service Service name Tomeat6 Automatic Local System Manual Local System Display name Apache Tomcat 6 Manual Local System Started Automatic Local System Description Automatic Local System Automatic Local System Started Manual Local System Path D executable Started Automatic Local System C TimeGuardianapache tomeat 6 0 26 bin tomeat6 exe AS Tomcat6 Disabled Local System Started Manual Local System Startup type Manual Manual Local System sutomalic Started Automatic Local System Manual he Started Automatic Local System Disabled aru Started Automatic Local System Started Automatic Local System Started Automatic Local System Youcan specify the start parameters that apply when you start the service Sta
24. TE i p it 1273 2007 25 0 Delete Time Guardian Series Advanced Labor Rate Module 5 Click on the button in the Date field to enter the date that the rate will be in effect When you have finished click on the button to save the date and return to the Rate Template window 6 Enter a rate in the Rate field See previous figure Repeat Steps 3 thru 6 to add additional Rates to this template 8 To delete a rate select the desired row and click on the button 9 To automatically increase the rate by click on the Percent Increase button Combined Billable Rates Weed C Use Rate Template 10 Click on the button in the Date field to enter the date that the rate increase will be in effect and enter the percentage increase of the rate in the Increase field When you have finished click on the button to save your settings and return to the Combined Billable Rates window 11 Click on the button to save your settings The Combined Billable Rate will be added to the Main View Rate Templates A Rate Template allows you to create a rate to assign to employees or labor levels Rate Templates are assigned to employees in the Wages tab of the Employee window To create a Rate Template L 2 Select the Rate Template module within the Company module in the Setup group in the Tree View Click on the isa button and the Rate Template window will appear Time Guardian Series Advanced Labor R
25. e Service Access to service and diagnostic functions required field Punch Mode Select one or both of the following data entry modes a Explicit Punch If checked the Explicit Punch Menu will be enabled at the terminal b Department Code If checked a Department Code will be requested each time a user punches otherwise the user must press the key once before entering their ID number to display the Department Code prompt 23 To update the terminal settings click on the Update button This will download the current settings in this window to the terminal 24 After completing the entry selection of information for Step 8 Terminal Setup click on the Next Lal button to advance to Step 9 Login Setup 3 54 Time Guardian Series Setup Wizard Step 9 Login Setup Wizard R equired E Setup Wizard General Department Pay Code il Schedule Pay Class Exception Employee i Clock Login as Please create your personal login Note Create users and assign employees Please create your personal login The Login Setup allows you to create User profiles accounts and assign access privileges to the accounts in Time Guardian e When you add a profile the option for the Administrator or Read Only access is provided Once an Administrator has been given access they will have the ability to add modify and edit any data contained in the system Note At least one administrator profile must
26. e Time Rounding Capability Based on Company Defined Pay Class Customizable Rounding Optional Advanced Rounding Module activation can supply additional advanced Pay Class and or Daily Rules rounding schemes see Advanced Rounding Module section for additional information e Nine 9 Predefined Pay Codes for Hours Allocation with Pay Code Multipliers e Rates for Wages calculation e Two 2 Pay Codes for Tips and Bonuses Optional Advanced Overtime Module activation adds TT triple time pay code and custom pay codes e Nine 9 Predefined Exception Flags for Employee Punch Tracking e Nine 9 On Demand Reports Optional Advanced Pay Class Module activation adds 2 reports Unauthorized Hours report and Time Card Report O ptional Advanced Schedule Module activation adds 2 reports Schedule Posting and Schedule vs Actual Reports Optional Benefit Time Module activation adds 2 reports DeAccrual Balance and DeAccrual History Reports Optional Advanced Labor Rate Module activation adds up to 6 labor levels to reports and show billable rates on reports e Optional Access Control integration with Amano Nexus 220 and AmanoNet systems See Access Control Module section for additional information Employee and department synchronization with auto sync on login e Automatic Polling of Data Collection Terminal e Bell Schedule Capabilities e Firebird or MS SQL Database e Several Built In Utilities for Maintenance of the System e On
27. information gt click Continue QuickBooks Application with No Certificate 4n application without a certificate is requesting access to the Following QuickBooks company File Amano Cincinnati Inc Access may include reading and modifying QuickBooks data as well as enhancing the QuickBooks user interface The Application Calls Itself mainunit Certificate Information This application does not have a certificate QuickBooks cannot verify the developer s identity QuickBooks Solutions Marketplace Search for information about this application at the QuickBooks Solutions Marketplace Do you want to allow this application to read and modify this company file No Yes prompt each time Yes whenever this QuickBooks company File is open Yes always allow access even if QuickBooks is not running this application to access personal data such as Social Security Numbers and mer credit card information i Tell me more Time Guardian Series Output 9 41 Step 6 When the Confirm to Proceed message appears gt click Yes rr Confirm to Proceed This application is not signed with a digital certificate IF you allow unsigned applications to access your file a different application could use the same application name and possibly misuse your data For suggestions about enhancing the safety of your company s data click Help Numbers custq ser credit card information and other personal data in your Q
28. 3 hrs from schedule start with meal window of 2 hrs and 00 45 min meal po 7 ja 1 00 00 15 deduction puncing for meal hours A i 45 mins rounding with meal grace 15 mins Normal 3 hrs from schedule start with meal window of 2 hrs and 00 45 min meal hae i Dut 12 15 deduction puncing for meal punch a ii A In 13 00 rounding with no meal grace Time Guardian Series Setup Wizard 3 27 Holidays 1 From the Pay Class screen click on the Holidays tab and the Pay Class Holidays screen will appear see figure This tab is used to assign pre defined Holidays to a Pay Class Note The tab will not be enabled if you selected No in Step 3 Pay Code Setup for Does your company have paid Holidays LE ox Es a en ea oo General Overtime Rules Rounding Rules Meal Rules Holidays Select paid Holidays For this Pay Class Available Selected Martin Luther King Birthday a New Year s Day President s Day Washington Birthday Memorial Day Add Independence Day Columbus Day Rosh Hashanah Labor Day Sukkot Add All Shemini Atzeret Thanksgiving Day Day After Thanksgiving Day Remove Christmas Day Remove All Islamic New Year Ramadhan Id Ad Fitr eae The Holidays assigned to a Pay Class can be displayed in calendar format by clicking on the Calendar cal button This button is activated when at least one Holiday is assigned to the Pay Class The Year view see figure is used to se
29. 4uto Schedules RWAD Add Combined Billable RatesRk W AD Combined Cost Rates R WAD Add ll Communications RWAD Company RWAD Remove Consecutive Overtime R W A D Daily Overtime RW AD Remove All Time Guardian Series User Group Module 22 1 The following table is a list of Time and Attendance Modules controlled by User Group Access ate Communication Holiday Group Pay Periods Schedule Zone Award Schedule Company IM Profile Payrolls Coverage Zone Codes Consecutive Import Period Overtime Schedule Rotation Zone Differential Overtime Individual ieee Daily Overtime eee Qualification Rules Shift Overtime Daily Rules Labor Levels Range Overtime Shifts Using the User Group M odule The User Group module in the Setup group is used to create user profiles accounts and assign access privileges to these accounts This is accomplished through the use of User ID s Passwords and Groups access levels Groups are specific levels of rights and accessibility privileges These levels are custom to your company s needs and are created in the Groups module which is beneath the Users module in the Tree View Groups must be created before Users can be assigned Groups Access privileges are defined in the Groups selection from the optional User Group Module in the Tree View This module is only visible after ithas been activated 22 2 Time Guardian Series User Group Module Time Guardian Pro SYS
30. AA Users God Pay Codes HS Shifts B Daily Rules 03 Consecutive Overtime Si Range Overtime gy Holiday Group fa Schedule E Locations L Daily Activities 9 output 2 Click on the aa button and the Weekly Overtime window will appear 11 16 Time Guardian Series Advanced Overtime Module Weekly Overtime General Level Count Name Pvertime after 40 and DT after 48 Description Employee recieves OT after 40hrs and DT after 48 hrs All paycodes count 3 Enter a name for the weekly OT template in the name field required field 4 Enter a description of the weekly OT template in the Description field 5 Click on the Level tab Weekly Overtime General Level Count from To Base 00 00 40 00 Schedule Levelt 40 00 48 00 OT level2 4800 DT Level 3 Level 4 6 Enter the threshold limits for each level of weekly overtime and assign a Pay Code to each level of weekly overtime 7 Click on the Count tab Weekly Overtime General Level Count Paycode Base Level3 Level 4 REG OT DT ITT SCK VAC PER HOL JURY BRY NJ REG E KE EEN EBEN ee PEB S podoocoooos oooooooonaa DEpoppop0op0o0o00 popoo0o0or000 Doo0o00000RARE i 8 In the Count table check the Pay Codes in each column that you want to be combined to achieve eac
31. Access report for NJ Facility Report Access Transaction Report Output Format PDF Excel In the Name field enter a name for the report required field 4 Enter in a brief description of the report in the Description field In the Report field select the type of report you want to create The choices are Access Transaction and Employee Report 6 In the Output Format section for all report types click on either PDF to generate the report in Adobe Acrobat PDF format or Excel to generate the report in an Excel worksheet 7 Click on the Date Range tab See the following illustration for an example E Reports Event Types General Date Range ___ Title Page Footer Sort Date Selection Last Open Period From Date 8 Inthe Date Selection field select the date range for the report The choices are Today Yesterday Current Week Previous Week Current Month Previous Month Last 2 Weeks and Date Range 9 If Date Range was chosen as the Date Selection you must enter the From Date and Until Date using the Calendar icon You also have the option of going forward or backward as many days weeks months or years from the From Date using the Forward and Backward options 10 Click on the Title Page Footer tab See the following illustration for an example 23 28 Time Guardian Series Nexus Lite Module fac 3 E Yer it I yI eS j b General Date Range Title Page Footer Sort Title Foote
32. E Global Apply Assignments Pay Class Setting Schedule NJ MFG Time Zone Setting Time Zone GMT 05 00 Eastern Time US amp Canada DLS Daily Rule Setting Daily Rule 555_daily_rules Supervised By Setting Supervised By 5999 Poulton Alan Validation Setting Validation PE ET E From this window the user can choose to apply a specific setting by clicking on the box next to the selection If no checkmark is placed in the box then the selection will not be applied to the employee s In the example figure above the user choose to apply all the selections to the employee s When the Global Apply Wizard is completed all these settings will be applied to all the employees selected on the list 5 10 Time Guardian Series Employee Administration Scheduling Global Apply If selected the Scheduling window for the Global Apply Wizard see the following figure will be the 3 to appear This corresponds to the Schedule tab found on the Employees screen see Schedule Tab Fl Global Apply Scheduling Schedule Settings Schedule weekly Sam Spm y Lock In Schedule Grace Before Schedule Start 00 00 Grace After Schedule End 00 00 Schedule Pattern Settings Schedule Rotation Weekly Override 1 weekly Bam Spm E Home Labor Pattern Mon 08 0 Mon 05 0 REGA 0 From this window the user can change the employee s schedule They can choose to change the employ
33. Individual Schedule Cost Center 55 Department JOBCLASS General Date Range Payclass Available Selected e Toselecta Pay Class highlight the desired Pay Class in the Available list and click on the e button e To select all Pay Classes click on the button e To remove a Pay Class from the Selected list highlight the desired Pay Class in the Selected list and click on the button i R All e To remove all selected Pay Classes click on the button 7 Click on any of the Labor Level tabs These tabs allow you to select those employees that belong to particular category of a Labor Level By default all categories are selected 12 14 Time Guardian Series Advanced Schedule Module Individual Schedule Date Range Pay Clas 5 Employee G Lae a Department LEVEL2 LEVELS LEVEL4 LEVELS LEVEL6 Criteria Criteria Available Remove All To select a labor category highlight the desired labor category in the Available list and click on the button To select all labor categories click on the button To remove a labor category from the Selected list highlight the desired labor category in the Selected list and click on the button f F ral To remove all selected labor categories click on the button 8 Click on the Employee tab This tab allows you to select employees By default all employees are selected Individual Schedule E Date Range Pay Department LEVEL2 LEVELS LEVEL4 LEVEL
34. PIN 5 numbers Site PE For AmanoNet Access Control use 1 Enter PIN The 5 digit number that an employee may have to enter at an access control device 2 Select the site from the dropdown list to assign relevant site number that the employee will have access to Select employee type from the dropdown list choices of Employee or Visitor 4 Click on Tag 1 through Tag 4 and the following type of screen will appear Tag Group 1 None Group 2 None Group 3 None Start Date 0 a End Date 0 End Time 0 gt 00 Tag Options Type Normal v APB Override V Report Always Time Guardian Series Access Control Module 16 7 Note For Tag 1 the Badge number Tag Code Is disabled as it is Read only but it is enabled in the other tags It will be Read only and the same as the Badge number Enter the following for Tag s TAG Code The number of the tag or badge you wish to use Use the Read Badge icon to the right of the TAG Code field to enter the number from the Registration Reader RR TAG Type The choices from the dropdown menu are Slim Tag 5 bytes ISO Animal Wrilag 2048 Wrilag 128 ASCII Barcode Magstripe Sagem Biometric Personal Access Code RF InfraRed Tag Mifare Tag HID Tag Felicia Tag General 13 56 MHz Tag and Any Tag Type For AmanoNet only Group 1 to 3 for 4 Tag systems and 1 to 6 for 8 Tag systems Access groups that will be assigned to the tag
35. Setup gt Company gt Settings Tracking Type must be set to DeAccruals for Add to be enabled Click on the calendar icon to enter the date Click in the Amount field and enter the amount To reset the available amount to the entered value check the Reset box The benefit balance for an employee will appear under the Benefit Balance column if the Tracking Type has been previously set to DeAccruals or Import Balance Note This function can also be done with Global Assign from the main employee list 21 2 Time Guardian Series Benefit Time Module Chapter 22 User Group Module User Group M odule Introduction This optional module allows the creation of user groups that can define rights Read Write Add and Delete for user selected Modules For example a Payroll Supervisor Group could be the only group allowed to see Wages The Time amp Attendance software sections affected and or features added from the activation of this module include Software Feature Software Configuration Location Setup Wizard Main Application Tree view Main Application Tree View User creation View Group creation view Saki General Modules Name Administrator j Description Administrators can access any module in the system Note This module will be included with any optional module It is not be available in the basic software package amp Groups i General Modules Selected lauto Process RYAD
36. Time Guardian Series Web Interface Module 17 21 Time Guardian Setup Daly Achwittes Outpul Preferences User Preferences Overrides Columns Column Width Date 75 Dav 40 Schedule 125 Cast Center lohatacs LEVELS LEVELS LEVELS LEVELG Tone Paycode Hours Camments Reason Apply Exception C olors M enu Selection W eb The Exception Colors submenu is used to change the colors for Exceptions in the Timecard grid MPNT for Meal Penalty now exists Select the Exception Colors and the following User Preferences Exception Colors window will appear barr Late fe Grace LIG Late Dot Greve LOG Earn Area EIR Dariy Chet arak FOR Late bn Break LIB Late ul eak FLN fi Eanpin Hea dE ary tet Mead i Ce Late fe Meal LIH Lata Dit timal oka To define colors for exception colors click on the button on the desired color column and select a color from the Pick A Color palette To restore the default color settings of the Exceptions click on the button To save new settings for the Exception Colors click on the button The desktop side of Time Guardian Pro has one set of colors while the Web side has a different set of colors 17 22 Time Guardian Series Web Interface Module Note Web safe selection in the Color Palette means these colors are guaranteed to be the Same in all browsers The following is an example of the Timecard grid using colors Time Guardian abp Cat Acti
37. Up to 4 levels of Period Overtime can be used Each level can be assigned its own threshold limit that move the hours from one Pay Code to another For example 2 24 hour periods Time Guardian Series Advanced Overtime Module 11 13 Monday Tipe ay 00 gt Deal 5000 p 2nd 24 hour period To create a Period Overtime template 1 Click on the Period Overtime node within the Shifts Module in the Tree View and the following type of screen will appear Fy Time Guardian John_Smith SE File Edit Help S Setup Ailname J Company Name Description Gedil Users J Son Zoff Day shift OT NJ Son Zoff Day shift OT MFG perso Pay Codes 9G shifts D Rounding Templates HES Exceptions 47 Meal Templates imf Shift Overtime BS Outside Shift Overtime Be Daily Rules 5 a Daily Overtime W period Overtime it Zone Differential Period Overtime General Settings Name INJ Son Zoff Day shift OT Description NJSon Zoff Day shift OT MFG personnel Assigned Day Default Fri Period Hours Current Calculated Day Period Length 120 00 Period starts on First In Punch only Time 08 00 AM 11 14 Time Guardian Series Advanced Overtime Module Enter a name for the Period Overtime template in the name field required field Enter a description of the Period Overtime template in the Description field Select Period Hours The choices are Cu
38. b Select desired Template Schedule from the Template Schedules dropdown list 17 10 Time Guardian Series Web Interface Module c Select desired Labor Level subcategory from the Labor References dropdown list or click on the button and the following Labor References window will appear nae hr Setup Daily Activities Output Preferences Welcome SYSDBA Labor References Cost Center SS 3 CC3 Department 1 Default JOBCLASS 1 Default LEVEL4 1 Default LEVEL5 LEVEL6 oan Serene Department JOB LEVEL4 LEVELS LEVELS i Default Defa _ 4 Default 1 Default _ 6 JOBCLASS Labor Category 0 Standard Rate for MFG E 1 Defa are ult 1 Default f 1 Default 1 Default 1 Default __ 4 Department Labor Category 4 6 JOBCLASS Labor Category 6 0 Standard Rate for MFG NJ 1 Default 1 Defa ult 4 Department Labor Category 4 6 JOBCLASS Labor Category 6 1 Default Default 1 Default R 4 Depa artme nt Labor Category al i Defa ult d 1 Default 1 Defau ult ault Ira oa fori tn i os jog tote O Fey oe Whe 1 4 Department Labor Category 4 6 JOBCLASS Labor r Category 6 0 Standard Rate for MFG NJ 1 Default 1 Default 4 Department La bor Category 4 Default i Defa ult ji Defa ult 1 Default 4 Department Labor Category 4 7 7 JOBCLASS Labor Category 7 0 lo Stan dard rd Rate for MFG Nj 1 Defa zult
39. e Must change password on next login The user will be prompted to enter a new password for this account at login e Never expires The password created will never expire e Expires after This allows you to seta specific date for the password to expire After this date the user will be prompted to enter a new password e Cannot change password The users will not be able to change their password 7 Click on the Employees tab to filter employees t Users Bi 0gpgpg John _Smith q P General Password Employee Depart Badge Number Last Name First Name kdk O 8 To filter add employees for the Users click on the F ilter window will appear t Employee Filter Employee Sort Number Criteria S a Criteria Available Selected DOI Smith John Remove Remove All C Show Active Employees Only pa Active Employees Only Kd O By default all employees are selected This filter is deeper as you can sort the employee list using Number Badge Payroll Last Name First Name and Comment and then apply the criteria To add an employee to the Users highlight the desired employee in the Available list and click on the Add button To select all click on the Add All button Time Guardian Series Nexus Lite Module 23 23 To remove an employee from the Users highlight the desired employee in the Selected list and click on the Remove button To remove all click on the Remove All
40. e The Time amp Attendance employee must be an Active employee e The Time amp Attendance employee s Management Type must be Access Control or Access Control and Time Attendance Synchronize Nexus 220 Tag holder to Time amp Attendance Employee The following criteria must be met to import a Nexus 220 Tag holder into Time amp Attendance e The Nexus 220 Tag holder s Master Type should be Access and Time e The Nexus 220 Tag holder must have the Id No defined e The Nexus 220 Tag holder s Id No cannot be the same value as any Employee Number in Time amp Attendance software e The number of employees cannot exceed the maximum of active employees allowed by the Time amp Attendance software 100 standard 250 to unlimited optional expansion e The Nexus 220 Tag holder must be assigned to a Department e The Department that the Nexus 220 Tag holder is assigned to should exist as one of the Labor Names for the Department Labor Level in Time amp Attendance software e The Nexus 220 Tag holder must have a Tag with a Tag Number that does not equal a Time amp Attendance employee s Badge Number 3 Synchronize Transactions from Nexus 220 to the Time amp Attendance software This is the last step in the synchronization process This process brings in transactions from the Nexus 220 into the Time amp Attendance software as punches The following criteria must be successfully met to import the transactions e The tran
41. screen which lists currently installed services will appear Computer Management fe EK m File Action View Window Help la ew Sm B EA Computer Management Loca A iS System Tools E Event Viewer wx H EA Shared Folders Apache Tomcat 6 Name Description Status Startup Type Log On As ra Local Users and Groups Ry NET Runtime Optim Microsoft Manual Local System gil Performance Logs and Ah Se edu Rs Adobe LM Service AdobeLM 5 Manual Local System a Device Manager A 8 Alerter Notifies sel Disabled Local Service Sy Storage Sa Apache Tomcat 5 Manual Local System Removable Storage Apache Tomcat 6 Automatic Local System Disk Defragmenter 8 Application Layer 65 Provides s Started Manual Local Service ve Disk Management Sa Application Manage Provides s Manual Local System A Services and Applications SRy ASA License AMANO ASA Licens Started Automatic Local System z services SRy ASP NET State Serv Provides s Manual Network 5 mie WMI Control v Sa Atomic Time Synchr Started Automatic Local System u gt Extended Standard Time Guardian Series Web Interface Module 17 1 Step 3 Find Apache Tomcat 6 and select it Then double click on it to display properties Compiien Management Fie Action view Window Help Mm eA R aim m Computer Management Local hy System Tools Ha Pe Apache Tomcat 6 Name Description Status Startup Type
42. the number after the 15 comma on any line beginning with 002 Example 1307 or exame 1270 epe O E Pay Codes Tab 9 22 Time Guardian Series Output EasyPay Examples of export file fields for EasyPay are shown in the following matrix table Se a a a Payroll 3 Payroll Payroll lD l General Tab Specify the location and file name for the export file Output Path Example C ProgramFiles Time Guardian Plus fifename Payroll Settings Pass Rates Check to transfer rates through to payroll file General Tab Pass Dollars Dollars Check to transfer dollars through to payroll file TG Pa default S ase PAIE w pooo ro hea n SSCS Time Guardian Series Output 9 23 Excel Examples of export file fields for Excel are shown in the following matrix table Sas Payroll Select Excel Payroll ID Payroll Specify the location and file name for the CSV General Tab see Output Path export Tile Example G ProgramFiles Time Guardian Plus flename ow SS Se Check to transfer start end date in the following Display startiend date format mm dd yyyy yyyy mm dd or dd MMMMM yyyy Separate Records By Day Check to transfer zones through to payroll file Payroll Settings Daca Dalar Gamri Tap Looe Check to separate records Include Empty Check to transfer employees with no hours Records through to payroll file Minutes TG Plus default Pay Code 9 24 Time Guardian Series Output G
43. then the selection of Finance in Level 1 will only show Audit and Forecasting in the dropdown for Level 2 See table In Scenario 2 2 if Level 1 and Level 2 are linked and associated such as Department Is linked with Cost Center but Marketing has no association then the selection of Marketing in Level 1 will show all labor in the dropdown for Level 2 see table Note Only active levels will be shown and only one level can be associated with one level Level association occurs from the top down This function can also be done with Global Assign from the main employee list see Global A W ages To assign a Costor Billable Rate for wages click on the button or check the Use Rate Template for Cost or Billable rate Note You must be an Administrator to have access to Wages or this tab will not appear 15 4 Time Guardian Series Advanced Labor Rate Module Labor Names JOBCLASS eat A ea g g 1 Default General Wages Cost rate Billable rate Use Rate Template Use Rate Template Template Standard Rate Rates Rate 15 3 Date Operation Add a 0 9 2006 ME Effective Date 8 7 2006 pe ar amp For Use Rate Template check the box lost rate Template fi Rate 10 00 Effective Date aj29 2005 Select the desired Rate Template from the list in the Template field To Add a rate Click on the Add button and a row will appear in the Rates box In the Date
44. 1 8 Half Average TIRE OT Pay 2 9 05 9 TIRE OT Pay 17 at 8 5 hour Total Pay 32 17 50 bonus 99 15 18 Time Guardian Series Advanced Labor Rate Module Example Showing Weighted Average Overtime Rate Calculation Straight and Overtime hours in multiple Labors Rule Daily Overtime after 8 hours Base Rates TIRE 4 hour ENGINE 5 hour 7 00 10 00 14 00 21 00 Ss REG 5hQ 3 OT 2hz lt ENGINE lt S ENGINE Case 1 Weighted Average Off TIRE REG Pay 3 4 1 12 ENGINE REG Pay 5 5 1 25 ENGINE OT Pay 2 5 1 5 15 Total Pay 52 Case 2 Weighted Average On Average Rate 3 4 5 5 2 5 3 5 2 54 7 hour Average TIRE REG Pay 3 4 1 12 Average ENGINE REG Pay 5 5 1 25 Straight ENGINE OT Pay 2 5 1 10 Half Average ENGINE OT Pay 2 4 7 0 5 4 7 ENGINE OT Pay 14 7 at 7 35 hour Total Pay 12 25 14 7 51 7 Case 2 Weighted Average On and 50 on call Bonus OT Average Rate 3 4 5 5 2 5 50 3 5 2 9 7 hour Straight average TIRE REG Pay 3 4 1 12 Straight average ENGINE REG Pay 5 5 1 25 Straight average ENGINE OT Rate 2 5 1 10 Half Average ENGINE OT Rate 2 9 7 0 5 9 7 ENGINE OT Pay 19 7 at 9 85 hour Total Pay 12 25 19 7 50 bonus 106 7 Time Guardian Series Advanced Labor Rate Module 15 19 Example Showing Weighted Average Overtime Rate Calculation On Ca
45. 44 Time Guardian Series Setup Wizard Employees AmanoNet This is part of an optional Access Control Module which requires activation to utilize Use to setup access control integration with PIN numbers and or tags for each employee See the Access Control Integration section for additional configuration information After completing the entry selection of information for Step 7 Employee Setup click on the Next Lal button to continue to Step 8 Terminal Setup Step 8 Clock Setup W izard O ptional EO OOO xl Step 8 Clock Setup Do you have terminal s other than Access Control terminalis C No Yes Do you want to configure Terminal Validation Note Send down Employee amp Department into to terminalis C No Yes H Terminal Validation Do you want to configure Bell Schedule s Note Send down schedule to ring bell No Yes J Bell Schedule Do you want to configure MTX and or HP terminal s Note Configure location and discover terminals gt Location Terminal Note Prior to commencing this step it is recommended you install your terminal using the appropriate terminal installation guide The terminal is installed to communicate with the host PC The installation guide will provide the necessary steps to install the terminal Y ou may need to obtain the IP address for each Ethernet terminal s connected to the system Step 8 Clock Setup is optional use this step only if e The company doesn t
46. AND The punches are brought back to the same shift until both the maximum number of punches and maximum shift length conditions are satisfied e OR The punches are brought back to the same shift until either the maximum number of punches or maximum shift length conditions are satisfied Example Max Number of Punches Max Shift Length relation with Shift Requirement x A punch gt Maxium shift length Max Shift Length is as follows How many punches the shift can have How many hours minuts the shift can have Max Number of Punches 4 Max Shift Length Shown below If Shift Requirement ts AND Punches P1 through P6 quality OR Punches P1 through P4 qualify Max Number of Punches 6 Max Shift Length Shown below Time Guardian Series Advanced Pay Class Module 10 9 If Shift Requirement is AND Punches P 1 through P 6 quality OR Punches P1 through P4 qualify because of shift length 12 Click on the Holiday tab Payclass Available New Year s Day Martin Lut Thanksgiving Day Day After Thanksgiving Day Christmas Day EER General Day Change Schedule Rounding Overtime Definition Overtime Execution Overtime Authorization Holiday Benefit Execution Selected 1169 Wizard New Year s Day Af 1173 Wizard Martin Luther King Birt 11175 Wizard President s Day Washingt 7 Wigard Memorisz ay Add all 1179 Wizard Flag Day 1183 Wizard Independence Day
47. All button e To define a Minute Requirement for a selected Exception click on the Minute Requirement field and enter a time in HH MM format 24 Click on the Pay Code tab The Pay Code TT for triple time will appear if advanced module is activated See the following illustration for an example amp Reports led General Date Range Title Page Footer Sort Exception Pay Code Employee Available Selected R 9 6 Time Guardian Series Output e To adda Pay Code to the report highlight the desired Pay Code in the Available list and click on the Add button e To add all Pay Codes to the report click on the Add All button e To remove a Pay Code from the report highlight the desired Pay Code in the Selected list and click on the Remove button e To remove all selected Pay Codes click on the Remove All button 10 Click on the Move Up or Move Down buttons to move an item up or down in the sort Selected column to change the priority 25 Click on the Audit Class tab See the following illustration for an example General Date Ranae Title Page Footer Employee Audit Class Available Selected Add All Ta Remove Remove All Move Up Move Down cai e e To add an Audit Class activity type to the report highlight the desired Audit Class in the Available list and click on the Add button e To add all Audit Classes to the report click on the Add All button e To remove an A
48. Campany profile Jh Company Do you want to integrate Access Control Do you want to send employee hours to your payroll software No Yes Quickbooks Pro v How do you want to export QuickBooks Is QuickBooks installed on the current PC Define your Company profile From Step 1 General Setup press the Company button to define the company s profile and the Company screen will appear The Company profile consists of two tabs General and Settings The General tab is used for the Company profile information while the Settings tab is used for the hours time format and auto poll on login 3 4 Time Guardian Series Setup Wizard Note The Company Name is the minimum requirement in this step to complete this portion of the Setup Wizard All required fields will be highlighted in yellow 1 From the General tab on the Company Setup window enter the Name Address City State Zip Code Country and Telephone Number of the company company TT General Settings Name A Company name here Address _ s city _ 9 State i Zip a7 Country UNITED STATES atid Phone cI 2 From the Company screen press the Global Settings tab and the following screen will appear Access Control C Auto Syne Access Control On Login Repunch Protection Misc C Auto Poll on Login C Close Pay Period Default Pay Code IM Settings Escalation Frequency 3 Selec
49. Day 1 days before or 1 days after AM is default for Start Time field 8 In the End box select the Day that the schedule will end and the time of the day that the schedule is to end The choices for End Day are Current Day 1 days after 2 days after or 3 days after 9 When you have finished configuring the template schedule click on the button to save your settings 10 Click on the button to exit without saving your settings and return to the main Individual Template screen Auto Schedules W eb The Auto schedule is used when an employee can work any one of many different schedules The schedule that is used for the employee can be based upon the employee s IN punch OUT punch or both The auto schedule uses the template schedules A template schedule is assigned to an auto schedule with its own start before and after setting and end before and after setting To create an Auto Schedule 1 Click on the Auto Schedules menu selection from the Setup menu see figure wa py a Auto Schedules Time Guardian TO Setup Daily Activities Output Preferences Welcome SYSDBA H Template Schedules jie Auto Schedules Auto Schedule M Schedules 4 Schedule Rotation Type Before After Before After Template P Start Start End End Schedule 8A Reset Password Ts a a f ss a i z qonarar ON IN and OUT punch 15 00 10 00 10 00 15 00 18 5 Add 1 rows viewing 1 rows rows 1 to 1 page 1 of 1 2 Click on
50. Does overtime apply For this Pay Class C No Yes I Hours for payroll require authorization Hours worked before an assigned schedule require authorization 7 Hours worked beyond an assigned schedule require authorization I Hours worked on an unassigned schedule require authorization Basic Overtime Rules Advanced Overtime Rules Daily Overtime Weekly Overtime Weekend Overtime Consecutive Day Overtime JV Apply Weekend Overtime rules j Saturday Overtime Level 1 08 00 assign to OT v Overtime Level 2 10 00 assign to DT v V Sunday Overtime Level 1 08 00 assign to DT v Overtime Level 2 l 0 00 assign to DT v kW lel 13 Click the Apply Weekend Overtime rules box enter the Saturday amp Sunday hour amount to work before applying and assign to a Pay Code of OT or DT If DT is selected for Overtime Level 1 OT Level 2 will be disabled 14 From the Pay Class Advanced Overtime Rules click on the Consecutive Day Overtime tab to define the Consecutive Day Weekend Overtime see figure T ox a a a 000 Dea wss General Overtime Rules Rounding Rules Meal Rules Holidays Does overtime apply for this Pay Class C No Yes Hours for payroll require authorization Hours worked before an assigned schedule require authorization Hours worked beyond an assigned schedule require authorization Hours worked on an unassigned schedule require authorization Basic Overtime Rules Advanced Ove
51. Eastern Time US amp Canada DLS GMT 05 00 Indiana East DLS GMT 05 00 Bogota Lima Quito GMT 05 00 Atlantic Time Canada DLS GMT 04 30 Caracas La Paz GMT 4 00 Georgetown La Paz Manaus San Juan GMT 04 00 Santiago DLS GMT 04 00 Greenland DLS Segue 23 14 Time Guardian Series Nexus Lite Module Employees Access The Access tab allows the user when signed into the Nexus Lite Management NLM software to set the PIN number and access level for an employee From the Employees screen click on the Access tab and the following type of screen will appear A Employees ar Deg o smith hn General Personal Contact Assignments PIN 5 Numbers Level Custom Field s Hagan o When using a Nexus Lite terminal the Nexus Lite Management NLM software provides you with two options to obtain access with a tag or with a specific PIN number Enter PIN The 5 digit number that an employee may use to enter at an access control device Select the desired Level for the access from the dropdown menu choices of Visitor Normal or Administrator For example all visitors could have an Expiry Date of only one day Enter a unique description if desired for the Custom Field Each employee could have up to 3 tags assigned to them Click on Tag 1 through Tag 3 and the following type of screen will appear Tag Code Access Group Schedule Tag Expiry Start Date E nter t
52. Employee Name QuickBooks Pro Description This payroll was automatically created during the Initial Wizard af Leal fa Payroll Quickbooks Pro Payroll ID Payroll Number Specific Payroll Settings Time Guardian Series Output Step 3 From the File menu in the Time amp Attendance software select Synchronize Employee s with Payroll E Time Guardian Pro keyur AGF Edit Help Log Off hribe r x Synchronize Employeets with Payroll umber Badge Num Payroll Last Name First Name Exit Keyur Test 3 Gli Users Romwell i Pay Codes Le ts ap Shift Bodjona Pini a AE Patel Keyur fae Daily Rules Schedule Rounding Schedule Round E N Pay Class Py Schedule 5 9 Locations T Access Group Bell Schedules R Terminal Yalidatio f Daily Activities Fe Timecard fa Individual Schedule ce Communications lt gt Fj Recalculate E Payperiods lal Step 4 The Please make sure that QuickBooks is running before proceeding to synchronize message will appear gt click OK to proceed QuickBooks Synchronization e l Please make sure that QuickBooks is running before proceeding to synchronize Cancel Step 5 When the NO CERTIFICATE message appears select Yes always allow access even if QuickBooks is not running and Allow this application to access personal data such as Social Security Numbers and customer credit card
53. Enter the From and To times of the shift and the number of breaks for that shift To enter the Break size based on shift length click on the Add button A row will appear Enter the From and To times of the shift and the size of each breaks for that shift Click on the Combine multiple employee breaks to one check box if you wish to have all employee breaks combined together as one break When you have finished defining the number of breaks and break sizes click on the button to save your settings 9 In the Deduction for short break box configure how much time will be deducted from the employee when an employee punches out for a shorter period of time than they were allocated in the break a Enterin the amount of Threshold time HH MM before the action Is to be taken Time Guardian Series Advanced Meal Module 13 13 b Setthe conditions if the time taken for the break is either less or more than the threshold in the fields provided The choices are Allowed break Which is the amount of time the employee is allocated for the Regular break or Coffee break Amount taken Which is the amount of time the employee actually punched out for the Regular break or Coffee break Amount under or over This is the amount of time that exceeds or is under the time allocated for the Regular break or Coffee break Nothing This is to deduct no time from the employee Allowed break and taken time Which will deduct the time allocated
54. General Tab enter a name and a description for the Group in the fields provided 4 Click on the Modules tab and the following type of window will appear Time Guardian Series User Group Module 22 3 4 Groups EEE aS General Modules Available Selected A Communications Add Employees Bell Schedules Payrolls Combined Billable Rates Add All ecalculate Combined Cost Rates Reports Company Remove Timecard ro LIe Consecutive Overt e aE EA Remove All Daily Overtime v o By default all modules are selected for each new group and will appear in the Selected List When a module is highlighted or selected from within this list the privileges or rights options for that module will be enabled in the checkboxes below the Selected list They are e Read Read only e Write Modify records in the module e Add Add records in the module e Delete Delete records in the module Placing or removing a check in each checkbox can modify the privileges or rights options If you disable the Write Edit Add or Delete functions for the Group the corresponding buttons Sica and I will be disabled when a user assigned to the Group Is using the software Modules can be removed from the Group by selecting them in the Selected list and clicking on the Remove button All the modules can be removed from the Selected list by clicking on the Remove All button Note For example if you move Pay periods from
55. Glossary G 3 Early Out EO An exception used to identify early OUT punches for an employee Example Simulation A tool that tests the results of certain rounding rules Exception Codes Flags used to track employee schedule deviations Exception Report A report used to track deviations Grid View Allows you to select the way in which you would like to view the employee data Hire Date The first date that an employee begins working for an employer Historical Report This report displays all historical data for an employee for a given length of time including absence exception and pay code information Holiday An assigned day off Holidays Located under the Pay Codes setup this menu allows holidays to be assigned a pay code and the number of hours to be paid Hourly One of two types of employee designations used by the Time and Attendance software when calculating time Hours Display Determines how hours are displayed throughout the system There are two options Minutes and 100 of hours G 4 Time Guardian Series Glossary Hours Grid Displays a complete history of employee activity for a given date range Hours Worked Report Displays a complete history of hours worked by date and employee range Import Extracting data from third party software and adding itto the Time and Attendance software Inactive Date The date on which an employee s hours are no longer calculated by the system Initializ
56. If using Forward or Backward pick an amount of time and type a fixed time from the dropdown lists The choices for time segments are Day s Week s Month s or Year s Time Guardian Series Timecard Administration 6 15 e Click on the Next Mal button and the following is an example of the Pay Class Global Edit window that will appear E Global Edit Pay Class e Toadda Pay Class highlight the desired Pay Class in the Available list and click on the Add button e To add all Pay Classes from the Available list click on the Add All button e Toremove a Pay Class highlight the desired Pay Class in the Selected list and click on the Remove button e Toremove all selected Pay Classes click on the Remove All button e Click on the Next Mal button and the following is an example of the Global Edit Department window that will appear Global Edit xi Department Sort Labor Number X Criteria h A Criteria Labor Number ne Nan gt Selected 1 Default Add NJ Engineering Available Add all Engineering Remove Remove All KA le e Toadd a department highlight the department in the Available list and click on the Add button e Toadd all departments from the Available list click on the Add All button e To remove a department highlight the desired department in the Selected list and click on the Remove button e Toremove all selected departments click on the Remove All b
57. Is QuickBooks installed on the current PC O No Time Guardian Series Output 9 39 Step 1 From Setup Wizard in Step7 Employee Setup check the box to Sync Employee s with QuickBooks and select the method of synchronization from the dropdown choices of Import from QuickBooks Export to QuickBooks or Both ways bi directional EJ Setup Wizard Step 7 Employee Setup Access Do you want to import employee s information from a specific file O Ne Yes amp Employee Import Would you like to create employees at this time O No Sync Employee s with QuickBooks Both ways we Import from QuickBooks Export to QuickBooks Bath ways Step 2 The selection of Direct Integration for QuickBooks will auto create the QuickBooks Pro payroll template From the tree view select the Payrolls module and double click on the created QuickBooks Pro payroll template to define the Name Description Payroll and or Payroll ID fields or just use the default entries a Time Guardian John_Smith File Edit Help El Today it 2 Setup Daily Activities amp Employees Ec Timecard EP Individual Schedule ee Communications E Recalculate f Payperiods i 69 Output is Reports 8 Payrolls B IM Profile Import Export To Auto Process KEk This payroll was automatically created during the Initial Wizard 9 40 Payroll Quickbaoks Pro Payrolls General Date Range Breaks
58. Las efault l4 Departmen nt Labor Category 4 i Default 10 Standa rd Rate for MFG NJ 1 Default 1 ault AMANO d To define a labor category select a subcategory from each of the dropdown lists and click on the button The defined labor category will appear in the Labor References window e When you have finished click on the button to finish and return to the Schedule Rotation window 9 Click on the button to apply selected schedules and labor to the selected cells el Note Any schedule conflicts will be flagged with error message and marked with a red cell at this time see figure Time Guardia Setup Daily Activites Output Preferences Welcome SYSD8A The current echedule gettiingse are ih conflict with one of more t T Schedule Rotation name Winter MFG Schedule Desonpton so5 gott winte Roiatve Start Dote 1 7 2008 p Langihin Days 4 gt Pattern 5g 74 B17 n Apply Cancel 10 When you have finished click on the button to finish and return to the Schedule Rotation main window which lists all defined schedule rotations Time Guardian Series Web Interface Module 17 11 Removing an Assigned Schedule Assigned schedules are removed from days in the rotation pattern by selecting the desired day and clicking on the button in the cell To delete a Schedule Rotation select a Schedule Rotation from the main list and click on the Icon E diting a Schedule R otat
59. Line Help 1 2 Time Guardian Series Introduction R equirements e Windows 2000 XP VISTA Server 2000 2003 and 2008 and Mac OS support for MT X 15 terminal communication e CD ROM Drive e 1GB of Memory for Server and 512 MB of Memory for Client e 700 MB of Free Hard Disk Space for Server 100 MB for Client e Broadband Internet Access for Remote Support e Screen Display 800 x 600 Small Font e Optional Microsoft SQL Server 2000 2005 and 2008 e Firebird 2 0 Setup W izard The Time amp Attendance software Setup Wizard provides a seamless setup when used with the appropriate Wizard on line help The Setup Wizard is designed as a 9 step rapid installation and configuration for an easy to use time and attendance system with access integration The nine 9 steps of the Setup Wizard are E Setup Wizard Steps Summary Step 4 J1 General Optional Company rule and payroll interface Step 2 2 Department Optional Step 3 u Pay Code Optional Step 4 f1 Schedule Optional Step 5 Pay Class Required P ay Period Overtime Rounding and Meal rules Step 6 cs Exception Optional X Step 7 4 Employee Required Step 8 gt Clock Optional X Step 9 A Login Required User rights login options and employee selection STEP 1 General Setup Optional Wizard Step e Access System Integration e Company Profile e Payroll Interface STEP 2 Department Setup Optional Wizard Step STEP 3 Pay Co
60. Name SS Setup Name Description as Company New Year s Day New Year s Day 48 Users Martin Luther King Birthday Martin Luther King Birthday a Pay Codes President s Day Washington President s Day Washington Birthday Memorial Day Memorial Day Flag Day Flag Day be Daily Rules Independence Day Independence Day R Fay Class Columbus Day Columbus Day Gry Weekly Overtime Labor Day Labor Day Veterans Day Veterans Day Thanksgiving Day Thanksgiving Day RS Range Overtime Day After ThanksgivingDay Day After Thanksgiving Day oy Holiday Group Christmas Day Christmas Day m Good Friday Good Friday _ gt Rosh Hashanah Rosh Hashanah Schedule Sukkot ISukkot z p a t Locations Yom Kippur Yom Kippur W pF Daily Activities H61 output Sg Shifts 89 Consecutive Overtime 3 Holiday CAK E a T Roos New Year s Day General Setting Name New Year s Day Description New Year s Day Group Standard Pay Code HOL Type Hours v Hours 08 00 Enter a name for the Holiday in the Name field required field E nter a description of the Holiday in the Description field Using the dropdown list select the Holiday Group that this holiday belongs to 10 2 Time Guardian Series Advanced Pay Class Module 6 Using the Pay Code dropdown list assign the Pay Code that will be awarded for that holiday 7 Select the Type for the Holiday Th
61. Names LEVEL1 Expires On 2 14 2008 To add a Labor Name click on the button All the fields in the window will go blank In the Name field enter a name for the Labor Name In the number field enter a number that will be associated with the Labor Name Enter a brief description of the Labor Name in the Description field If the Labor Name Is to expire on a specified date click on the button and select an expiration date from the calendar When you have finished click on the button to save your settings and return to the Labor Names window When the labor expires the labor name will be flagged in Red See User Accounts and the EXPIRED LABOR WILL NOT BE DOWNLOADED TO THE CLOCK There is a 4 digit maximum for a labor number that can be downloaded to the MT X 15 terminal clock To modify a Labor Name select the desired Name from the active list and click on the button to view the Labor Names General tab window for that labor name change current labor name to new name and save your changes To add a new Labor Name make an inactive level active by clicking on the box alongside Active To create Labor Levels Associations click on the Labor Associations tab Click on each Labor Level dropdown to select the Level you want to link to Labor Levels inl enera Labor Associati f Time Guardian Series Advanced Labor Rate Module 15 3 Click on the button to save your settings and return to the Labor L
62. Nexus Lite s The IP Port values are equal to the IP Port of the host PC with NLM which is listening to transactions from the Nexus Lite s newus LITE UDP send to Host IP 192 168 0 177 at regular interval Firewall Host IP 192 168 0 177 receive UDP communication from Nexus Lite s for transactions Port 4445 mustbe Open UDP send to Host IP 192 168 0 177 at regular interval Rear Door Note The transactions are used by NLM to populate the Access Transaction Report Communications M odule NLM From the NLM Tree View click on Communications module within the Daily Activities group and the following type of screen will appear t Nexus Lite Management John_Smith File Edit Help R Terminal validatioi i Daily Activities WE Employees Communications A ooo Locations are selected by clicking on the desired row You can select multiple locations by holding down the Ctrl key and clicking on other locations Also you can sort the displayed Locations list by clicking on the dropdown list in the upper left hand corner and selecting on Name Description Term Type TZ Offset Connection IP Port COM Port Baud Rate Modem and Phone Once the location is selected use the following commands found at the bottom of the screen to communicate with the terminal s at that location Time Guardian Series Nexus Lite Module 23 25 Connect to Nexus Lite using a Web browser The
63. Optional 25 50 100 250 Optional 25 50 100 250 500 1000 and unlimited 500 1000 and unlimited Advanced Overtime Payroll Interface Optional Optional Optional additional interfaces Time Guardian Series Introduction 1 1 Features for Base Time G uardian Software E xpandable e Multi user with standard support of 1 concurrent user for Time Guardian and 5 concurrent users for Time Guardian Plus and Time Guardian Pro Optional support for additional concurrent users is available for all packages with the User Module activation see previous table e Standard one hundred 100 Employee Capacity not including inactive employees with available upgrade from 25 additional employee capacity to unlimited maximum see previous table e Thirteen 13 Built In Payroll Interfaces Optional Payroll Module activation can supply additional Payroll Interfaces from 1 to 46 additional see Payroll Module section for additional information e Fixed Template Schedule one schedule per day Optional Advanced Schedule Module activation unlimited number of schedules with auto schedules Template Schedules with Auto Schedule Individual Advanced Schedules Schedule Rotation and Employee Schedule Override e One Labor level fixed to department Optional Advanced Labor Rate Module activation Can supply additional 5 labor levels see Advanced Labor Rate Module section for additional information e Unlimited Number of Departments
64. Overtime in this case Total case 1 total 50 bonus 82 15 16 Time Guardian Series Advanced Labor Rate Module Example Showing Weighted Average Overtime Rate Calculation Straight Hours Only in multiple Labors Rule k Base Rates TIRE 4 hour ENGINE 5 hour Wage Pay code Hours Rate of Pay Multiplier BO ewe ee ee ee eee eee 7 00 11 00 15 00 19 00 Be eee S REG 4h amp TIRE i Z ENNEN N Case 1 Weighted Average Off TIRE REG Pay 4 4 1 16 ENGINE REG Pay 4 5 1 20 Total Pay 36 Case 2 Weighted Average On No overtime Same result as case 1 Case 3 Weighted Average On 50 on call Bonus No Overtime in this case Total Pay case 2 total 50 bonus 86 Time Guardian Series Advanced Labor Rate Module 15 17 Example Showing Weighted Average Overtime Rate Calculation Straight and Overtime hours in Single Labor Rule Daily Overtime after 8 hours Base Rates TIRE 4 hour Wage Pay code Hours Rate of Pay Multiplier ea ea 7 00 10 00 14 00 21 00 Case 1 Weighted Average Off TIRE REG Pay 8 4 1 32 TIRE OT Pay 2 4 1 5 12 Total Pay 44 Case 2 Weighted Average On Overtime hours on the job Same result as case 1 Case 3 Weighted Average On and 50 on call Bonus OT Average Rate 8 4 2 4 50 8 2 9 hour Straight Average TIRE REG Pay 8 4 1 32 Straight Average TIRE OT Pay 2 4
65. Payroll Settings General Paycodes QuickBooks Pay Code s Select a Pay Code from QuickBooks Paycode2 Note Failure to perform and or correctly map Pay Codes could result in non synchronization The Item Name in QuickBooks Pay Code in the Time amp Attendance software Step 3 From the Time amp Attendance software Payrolls screen click on the Employee tab and select the employee see figure Time Guardian Series Output 9 43 t Payrolls EER General Date Range Breaks Employee Number Badge Number The Employee filter is deeper as it acts upon the previous filter from the Date Range and Breaks tab to sort out employees by selecting the Pay Class Department Labor Levels and Employee tabs Employees that are assigned to the selected Pay Class and or Department Labor Level will appear in the Available list Also you can use the Employee tab to sort the employee list using Number Badge Payroll Last Name First Name and Comment and then apply the criteria To add an employee to the Payroll highlight the desired employee in the Available list and click on the Add button To select all the listed employees click on the Add All button To remove an employee from the Payroll highlight the desired employee in the Selected list and click on the Remove button To remove all the selected employees click on the Remove All button Step 5 Save
66. Payroll are shown in the following matrix table SSS eS EEE Payroll Select CBS Payroll Payroll payroll batch no Payroll ID Enter a 2 character upper case code identifying the General Tab Specify the location and file name for the export file Output Fath Example C ProgramFiles Time Guardian Plus Vilename es fl a ee y Company ID Enter a company code Payroll Settings Company General Tab fh Enter a Gompany Name Check to transfer rates through to payroll file A max of 4 digits Enter none N Normal V Vacation H Holiday 5 Sick Payroll Settings Pay Codes Tab Time Guardian Series Output Select which area to categorize the hours Enter none 1 Regular Hours 2 OT Hours 1 30T Hours 2 407 Hours 3 Ceridian Power Pay Examples of export file fields for Ceridian Power Pay are shown in the following matrix table Payroll t Ceridian p Enter a 2 character upper case code identifying Payroll Paro the payroll batch no General Tab specify the location and file name for the export file i a Example C ProgramFiles Time Guardian Plus filename Action Company Number Default 1 j Tiai Site Code Default 1 General Ta RunNumber Defaut 1 O O O Z O Z o General Tab Run Number Default 1 Period Number Default 1 Pass Dollars Check to transfer dollars through to payroll file TG Plus default Pay Code Power Pay Field ID Located in the FDM file Payroll field ID
67. Pro for windows version 6 0D Release RGP 1 2008 04 29 1209490160 0 menim TIMESTAMP HIDDEN DELCOUNT REFNUM TIMESTAMP BADDRIL BADDR2 BADDR3 BADDR4A BADDR5S SADDRI SADDR2 SADDR3 PHONEL PHONE2 FAXNUM EMAIL CONTL CONT2 CTYPE TERMS TAXABLE LIMIT REP TAXITEM SALUTATION COMPANY NAME FIRSTNAME MIDINIT LASTNAME JOBSTATUS JOBSTART JOBPROJEND JOBEND HIDDEN DELCOUNT REFNUM TIMESTAMP ADDRL ADDR2 ADDRS ADDR4 ADDR5 VTYPE CONTL PHONE2 FAXNUM EMAIL TAXID LIMIT TERMS SALUTATION COMPANY NAME MIDINIT LASTNAME 1099 HIDDEN DELCOUNT REFNUM TIMESTAMP FIRSTNAME MIDINIT LASTNAME SALUTATION HIDDEN DELCOUNT EMP Bill Hollay 3 1209483706 Bil eee N EMP Frank Mateo 1 1207923353 Frank ateo Mr N 0 OTHERNAME NAME REFNUM TIMESTAMP BADDRL BADDR2 BADDRS BALERS BADDRS PHONEL PHONE FAXNUM EMAIL CONTL SALUTATION COMPANY NAME FIRSTNAME MIBDINIT LASTNAME HIDDEN DELCOUNT Step 1 From the tree view in the Time amp Attendance software select the Payrolls module and double click on the created QuickBooks Pro payroll profile to define the Name Description Payroll and or Payroll ID fields or just use the default QuickBooks entries If necessary browse to define the Output Path for the iif file F Time Guardian John_Smith ABH File Edit Help El Today Name EEPO Sg Setup Name Description Payrall LF Daily Activities Quickbooks Pro This payroll was automatically created during the Initial Wizard Quickbooks Pro ice des E Enchoyees General Date Ran
68. Punch IN Punch Day OUT Punch OUT Punch Total Hours Adjustment BreakHour Exceptions Schedule EDT Mon 08 00 Mon 17 00 Tue 08 00 Tue 17 00 Wed 08 00 Wed 17 00 EDT IT r i Thu 08 00 Thu 17 00 19 Fri EDT Fri loa Fri E Fri 08 00 Fri 17 00 i Sat O EDT Sat 07 UNSCH Daily Totals Period Totals Category hows Oolrs Cot Cost Toa category hows Dolas cot Cost Total 43 00 Total Total a Paycode Paycode REG 4 3 203 00 z Labor Bri a gt The Punches Tab in the Timecard grid consists of the following displayed columns Field Description Date that punches schedule belong to Dates within Paypernod that have no punches or schedule Indicator symbol displayed to show timecard modified Day IN Punch Day for IN Punch IN Punch indication of an edited punch with color Day OUT Punch Day for OUT Punch OUT Punch OUT Punch indication of an edited punch with color Adjustment Pre calculation adjustment to only punches hours Time off i e meal break coffee break out off time Exceptions Exceptions listed for all punches Schedule Schedule Name for start and end of schedule Authonzation required for hours punched to go to payroll B Sch Auth Before Schedule Authorization required note hidden if not selected see step 5 Pay Class from Setup Wizard A Sch Auth After Schedule Authonzation required
69. R Wizard will allow you to modify repair or remove QBFC 8 0 To continue click Next 17 Click on the Finish button to complete installing the QuickBooks InstallShield Wizard for QBFC i QBFC 8 0 InstallShield Wizard InstallShield Wizard Completed The InstallShield Wizard has successfully installed QBFC 8 0 Click Finish to exit the wizard 18 Next click on the Install button to begin installing the QuickBooks Remote Data Sharing Client or Cancel if you are not using QuickBooks payroll software i QuickBooks Remote Data Sharing Client InstallShield Wizard Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation IF you want to review or change any of your installation settings click Back Click Cancel to exit the wizard Time Guardian Series Installation 2 7 19 Click on the Next button to start the InstallShield Wizard for QuickBooks Remote Data Sharing Client and execute the Data Share Client utility or Cancel if you are not using QuickBooks payroll software i QuickBooks Remote Data Sharing Client InstallShield Wizard Welcome to the InstallShield Wizard for QuickBooks Remote Data Sharing Client The InstallShield R Wizard will install QuickBooks Remote Data Sharing Client on your computer To continue click Next WARNING This program is protected by copyright law and international treaties Time Guardian y3 Executing QuickB
70. Rounding Module Is activated It is used to calculate the overtime rate based on all hours worked plus hours awarded from being on call The following should be setup to perform this function e Employee weighted average use for single employee settings e Pay Class weighted average all employee settings e Oncall bonus for weighted average defined in Pay Code This function can be used to calculate overtime rate of pay for daily weekly period and range overtime This function can be used to calculate overtime cost and or billable rate of pay depending on the setup The calculation of floating precision will follow rate precision setting The following are examples of weighted average overtime rate calculations Note The sequence of overtime is first check employee and if Yes then apply rules Second check Pay Class and if Yes apply all selected and if No apply nothing Third apply On Call for Weighted Average if selected Time Guardian Series Advanced Labor Rate Module 15 15 Example Showing Weighted Average Overtime Rate Calculation Straight Hours Only in Single Labor Rule Base Rates i TIRE 4 hour Wage Pay code Hours Rate of Pay Multiplier 7 00 11 00 15 00 19 00 REG 4h amp eas TIRE Pipa f Case 1 Weighted Average Off TIRE REG Pay 8 4 1 32 Total Pay 32 Case 2 Weighted Average On No overtime Same result as case 1 Case 3 Weighted Average On 50 on call Bonus No
71. Rounding Start Rounding End Rounding End Interval 1 Interval 2 Interval 1 Interval 2 Schedule Start Schedule End AM 08 00 AM 08 15 AM 03 30 PM 04 00 PM 04 30 PM fi iy A 07 37 yy yyy Yj GF CUNIT 18 Grace Window Grace Window All IN OUT If First IN Last OUT Is selected in the General tab all punches that occur between the first IN and OUT punches will be rounded using the Units and Point set in this tab If First IN Last OUT is not selected this rounding will be used for all punches including the first IN and last OUT punches A Unit and Point must be assigned to both the IN and OUT punches i Rounding Tem Templates enera First Nast ODT OUT All IN OLUT j Open Schedule Transfer How Break Meal Unit AIN Punch B Al OUT Punch O pen Schedule Open Schedule rounding is used when a schedule for the day has no start or end time defined There are four types of rounding performed for the open schedule A Unit and Point must be entered for each type They are e FirstIN punch of the day e AllOUT punches e All IN punches e LastOUT punch of the day Time Guardian Series Advanced Rounding Module 14 7 allINjouT Rounding Templates General Open Schedule Transfer Unit Point First IN Punch 7S wA k All IN Punch 4 7 AllOUT Punch s E 7 Last OUT Punch First IN Last OUT Break Meal Transfer Rounding Transfer rounding is used on punches that a
72. Selectthe Rate Setup module within the Company group in the Tree View A Time Guardian Pro SYSDBA File Edit Help Today GG Setup Option Type Employee Cost Center 55S Department JOBCLASS A Company Combined Wage Cost rate 1f gji ol Combined Wage _Billable rate 0 D 5 ii aif at 1 Standard Wage Billable rate Standard Wage Cost rate Gu Paycodes 4S Shifts a Daily Rules Pay Class pe Schedule Locations ith Daily Activities G9 Output 2 The top line can be used as a filter to select the desired row Also clicking on any column heading in the list will sort the list in ascending descending order based upon the column that was clicked on Select a row and click on the button to edit a Rate Setup 3 In the General tab select the number of decimal places 0 thru 5 that will be used for the rates 15 6 Time Guardian Series Advanced Labor Rate Module Rate Setup Standard I Combined Decimal places For rate i k 4 Click on the Standard tab Rate Setup PERI General Standard Combined Type Cost Rate Order Available Selected Employee Department Add All Remove Remove All Move Down Select either Cost Rate or Billable Rate Order in the Type field 6 To add a selection highlight the desired item in the Available list and click on the Add button To select all
73. The following criteria must be met to import an AmanoNet Tag holder into the Time amp Attendance software e The AmanoNet s Tag holder Type should be Access and Time e The AmanoNetTag holder must have a defined Id e The AmanoNetTag holder s Id cannot have the same value as any Employee Number in the Time amp Attendance software e Cannot exceed the maximum of active employees allowed activated for Time amp Attendance software 100 standard with optional expansion from 250 up to unlimited e The AmanoNet Tag holder must be assigned to a Department e The Department where the AmanoNet Tag holder is assigned should exist as one of the Labor Names for the Department Labor Level in the Time amp Attendance software e The AmanoNet Tag holder must have a Tag where the Tag Code does not equal a Time amp Attendance employee s Badge Synchronize Transactions from AmanoNet to the Time amp Attendance software This is the last step in the synchronization process This process brings in transactions from AmanoNet 7 6 into the Time amp Attendance software as punches There following criteria must be met for the transactions to come in 1 2 The transactions have not been processed Under the Access Control Settings module if the Reason Code is set to the default value 0 then all valid transactions will be processed Otherwise only transactions that have the Reason Code value will be processed 3 The Amano
74. Time Guardian Series Setup Wizard 3 7 Do vou want to send employee hours to your payroll software f Mo Yes Quickbooks Pro ki Faychex Paylink Pay Chex Preview Fayweb PeachTree Win Quickbooks Pro Note The Apply and Close button function is universal for all Setup Wizard steps QuickBooks Pro Procedure 1 Select Yes to send employee hours to payroll software and select QuickBooks from the dropdown menu 2 Select Yes if QuickBooks Is installed on the same PC with the Time amp Attendance software or No to connect across network to QuickBooks See Step 7 Employee Setup for integration synchronization with QuickBooks Note 40 plus additional payroll interfaces are available with Payroll Interface module upgrade activation See Payroll Interface Module for a list of Payroll Interfaces After saving the information for Step 1 General Setup click on the Next Ua button to advance to Step 2 Department Setup If no General Setup is desired skip all of Step 1 and just click on the button to advance to Step2 Note You can close atany time to end the Setup Wizard but you must complete the Setup Wizard before you can Log into the Amano Time amp Attendance system The Wizard will automatically open up to the Welcome screen until it is completed Step 2 Department Setup W izard Optional Wizard Setup Step g Setup Wizard Step 2 Department Setup Would you like to setup Departments 2 Departme
75. To select all the listed Exceptions click on the Add All button To remove an Exception from an employee s record highlight the desired Exception in the Selected list and click on the Remove button To remove all the listed Exceptions click on the Remove All button Time Guardian Series Setup Wizard 3 29 These 9 standard exceptions are El Early In LO Late Out LM Long Meal EQ Early Out MP MissingPunch SM Short Meal Li Late In ABS Absence UNSCH Not Scheduled You may choose to track all some or none of these exceptions The table below gives an example of the exceptions that would be displayed for an employee who was assigned to an 08 30 AM to 17 00 PM schedule These Exceptions are based on the recorded IN and OUT punches ay at ore eens sean 08 30 AM 1 7 00 PM 08 30 AM 17 00 PM In the example above an employee has a schedule for Monday through Friday and worked on Saturday so the UNSCH exception would be displayed indicating that no schedule was found for that day 2 After completing the entry selection of information for Step 6 Exception Setup click on the Next lej button to advance to Step 7 Employee Setup Step 7 Employee Setup W izard R equired W izard Setup Step Do you want to import employee s information from a specific file O No Yes a Employee Import Would you like to create employees at this time O No Yes amp Employee Sync Employee s with QuickBooks Both ways mport
76. Use this tab to Assign each employee to Pay Class Assigns a Pay Class to an employee Pay Classes can be created in the Setup Wizard Time Zone Assigns the time zone of the location that the employee works in Daily Rule Assigns a daily rule to the employee if the Advanced Overtime module is active Supervised by Assigns a supervisor field to employee Can be used to filter employees Validation Assigns employee s to terminal s Can be used to filter employees Apply on Call Pay for Weighted Average overtime Adds On Call Pay Bonus Pay Code to weighted average overtime pay Can be used to filter employees A Employees z Eel not Seas ono wo General Personal Contact Assignments Schedule Labor Level Certification Sere Web Access Pay Class Time Zone GMT 05 00 Eastern Time us amp Canada DLS Daily Rule 557_daily_rules Supervised By None validation None Re On Call Pay for Weighted Average Overtime EGuw Time Guardian Series Setup Wizard 3 39 Employees Schedule Use this tab to schedule employees F tmptoyees Sheds ist hitom hlr Ged vb de Grace Before Schedule Start 15 00 Grate After Schade ind 15 00 Override Schedule Rot aber ind Date Option ind Date Assign employees to Schedule Assigns a Schedule to an employee Schedules can be created in the Setup Wizard Define a Grace period for before and after time for Loc
77. VY Access Group i Terminal Validation Daily Activities Employees fe Communications G8 output E oats a Import Reports are the largest and most important output from the NLM software and the following is a list of the reports available from NLM The general format of each report type Is fixed but some content can be hidden Reports will be resized to fit large data fields such as Badge Number Employee Number Employee Name and Labor Names This report displays transactions door usage information and is created from UDP communications sent at regular intervals from the Nexus Lite s to the NLM Host database see Network Module Access Transaction Report Partrart format list of employees showing employee information such as address phone numbers hire date E mail schedule type SS etc See Chapter 9 Output for additional details on Employee Report etc Employee Report Reports are generated from Report Profiles which are created in the Reports module of the Output group Report format can be either PDF or Excel Creating a Access Transaction Report NLM Profile 1 Click on the Reports module of the Output group in the Tree View 2 Click on the lad button and the Reports window General tab will appear Time Guardian Series Nexus Lite Module 23 27 rprts Efe E Event Types epartn General Date Range _Title Page Footer Sort Name Roseland Access Report for June 11 3 Description
78. Windows screen buttons that will allow you to minimize resize or close the software P alte Guardian Plus John _ Smith 4 2 Time Guardian Series How To Use M enu Bar The Menu Bar contains three 3 drop down menus File Edit and Help each with submenus to provide additional options that will assist you in the administration and use of Time amp Attendance software a Time Guardian Plus John Smith File Edit Help File M enu File Edit Help Log OFF Synchronize Access Control Edit Help Log OFF Synchronize Employees with Payroll Exit The features of the File Menu are e Log Off Log off current user e Synchronize Access Control Provides the ability to synchronize both the Amano Time amp Attendance software database with the AmanoNet 7 6 or Nexus 220 databases This submenu item will only appear after Access Control integration has been selected by selecting Yes in the Setup Wizard Step 1 General Setup pressing the Access Control button and configuring Access Control When the Synchronize Access Control submenu is selected all new transactions are transferred to the Time amp Attendance software The Access Control module must be activated for this feature to work See Access Control section for more details e Synchronize Employee s with Payroll Provides the ability to synchronize both the Amano Time amp Attendance employees with QuickBooks employees This submenu item wi
79. a break 12 Click on the Coffee Breaks tab Meal Templates TBR on ____ General Breaks Coffee Breaks Meals ssignirent Break Credit Fixed Coffee Breaks _ From oee a 13 To add a Coffee Breaks interval click on the button A row will appear in the Fixed Coffee Breaks box Must double click on From To and or Length fields to enter data 14 Enter From and To times for the break in 24 hour format and Break Length in HH MM format 15 Click on the button to add more breaks or click on the button to remove a break 16 Click on the Meals tab Meal Templates i General Breaks Coffee Breaks Meals Assionmenis Break Credit Fixed Meals From 17 To add a meals interval click on the button A row will appear in the Fixed Meals box Must double click on From To and or Length fields to enter data 18 Enter From and To times for the interval in 24 hour format and Meal Length in HH MM format 19 Click on the button to add more meals or click on the button to remove a meal 13 4 Time Guardian Series Advanced Meal Module Flexible M eal Template A flexible meal is a meal that can be taken at any time of the day There are 4 types Terminal Employees must press a button on the clock before punching IN and OUT for breaks Only works with MT X 15 terminal function buttons can be used on the MTX 15 Interval Punches that occur within certain pres
80. a short meal of 00 40 minutes 01 00 00 20 Therefore the short meal of 00 40 minutes is more than the threshold and then the software will deduct the Amount Taken of 00 20 minutes C f If you have selected Interval as the Flex Type Click on the Assignments tab Meal Templates EJE a General Breaks Coffee Breaks Meals Assignments Break Credit Intervals Type From To Break WIL WU a Coffee Break 00 00 00 h 0 m PAR E nter the From and To interval times for each break The employee punch times will be assigned to one of the Meal Template types Break Meal or Coffee Break based on the time between the OUT and IN punches Time Guardian Series Advanced Meal Module To create a Flexible Sequence Meal Template 1 Click on the Meal Templates node within the Shifts module in the Tree View 2 Click on the isa button and the Meal Templates window will appear oP Se Time Guardian Series Advanced Meal Module Meal Templates General Breaks Coffee Breaks Meals Assignments Break Credit Name INJ Corporate Breaks Description corporate HQ meal template Default Position Start O End Type Flex Flex Type v Auto Meal Deduct meal when employee does not punch out for meal Must work at least 04 00 hour s to have meal deducted Meal position to deduct from 04 00 from Start End of Schedule Enter a na
81. actual punched out for the Regular break or Coffee break Amount under or over Equals the amount of time that exceeds or is under the time allocated for the Regular break or Coffee break Nothing Means to deduct no time from the employee Allowed break and taken time Which will deduct the time allocated for Regular break or Coffee break plus the time taken for Regular break or Coffee break Allowed break and amount under or over Which Is the amount of time the employee is allocated for the Regular break or Coffee break and which is the amount of time that exceeds or is under the time allocated for the Regular break or Coffee break 11 In the Deduction for Long Break box set how the break will be deducted if the employee uses a longer period of time than allocated for the break Time Guardian Series Advanced Meal Module 13 7 q In the Threshold field enter the amount of time HH MM that will be used in the determination b oF In the Less and More Than Threshold fields set the conditions if the time taken for the break is either less or more than the threshold in the fields provided They choices are Allowed break Which is the amount of time the employee is allocated for the Regular break or Coffee break Amount taken Which is the amount of time the employee actual punched out for the Regular break or Coffee break Amount under or over Equals the amount of time that exceeds or is under the time allocated for
82. add the following choices Unauthorized Hours Report Timecard Report Schedule Posting Report Schedule vs Actual Report DeAccrual Balance Report and DeAccrual History Report 6 For Hours Summary Report Check the following options to include them on the report e Employee signature line e Supervisor signature line 7 For Time Card Summary and Time Card Detail Report Check the following options to include them on the report e Enter No of Punch in a Row e Enter No of Pay Code ina Row e Show terminal number e Employee signature line e Show Comments e Supervisor signature line e Show Break Hour Adjustment e Show Absence e Show Exceptions e Check Actual Punches or Rounded Punches Advanced Modules can add the following e Cost Rate e Billable Rate e Show Zone Number 8 For Labor Analysis Report Only Check the output formats for the report Time Guardian Series Output 9 3 9 For Presence Report Check the following options to include them on the report e On Premise e Out e Absent 10 For Historical Hours Report Check the following options to include them on the report e Exception s Per Day e Display Weekly Total e Select Day of Week 11 For Exceptions Report Check the following option to include it on the report e Show comments 12 For Audit Report Check the following option to include it on the report e Show full Audit history 13 For Schedule Posting Report Check the following options to include them on the repor
83. amp Attendance software as part of the Previous day Anything after 2 00 AM will be applied to the Current or New Day When After midnight is selected all hours from 00 00 2 00 AM will be seen by the Time amp Attendance software as part of the Current day and anything beyond 2 00 AM will be applied to the Next day Examples of Before and After midnight settings 2 00 AM Before Midnight means that all punches up to 2 00 AM will be applied to the Previous day and any punch after 2 00 AM will be applied to the Current day 2 00 AM After Midnight means that all punches up to 2 00 AM will be applied to the Current day and any punch after 2 00 AM will be applied to the Next day 10 00 PM_ Before Midnight means that all punches up to 10 00 PM will be applied to the Previous day and any punch after 10 00 PM will be applied to the Current day 10 00 PM After Midnight means that all punches up to 10 00 PM will be applied to the Current day and any punch after 10 00 PM will be applied to the Next day e The following timeline example illustrates an employee punching in at 8 00 PM and punching out at 4 00 AM e The day change time Is set to 2 00 AM e The Day Change is configured to Before Midnight with a maximum shift length of 12 hours and 59 minutes In the example even though two of the punches 2 30 AM and 4 00 AM occur after day change time they are within the maximum shift length and are calculated on the same day
84. and enter the End Time in the Time field To copy an already existing schedule select the desired Template Schedule using the Template Schedule list or the Ed E mj and buttons Enter a new schedule name and click on the button Click on the button to apply your settings and return to the Individual Scheduler window The schedule you just created will appear in the Template Schedule list Note Double clicking on any cell within the Individual Scheduler grid will launch the following Individual Schedule screen A Individual Schedule Start Day 1 day before EndDay Start Time 07 00 AM End Time 04 00 PM Labor Cost Center 55 3 CC3 v LEVEL4 1 Default Department 1 Default JOBCLASS 1 Default e Labor Reference This field represents the labor categories that will be used in the Individual Schedule You can select the labor categories from the dropdown list or click on the button from the Individual Scheduler screen to create a custom labor reference The following window will appear Time Guardian Series Advanced Schedule Module 12 17 A Labor References Labor Level 1 3 CC3 a 3 1 1 1 1 1 3 1 6 0 1 1 Labor Level 2 4 Department Lab 2 1 1 1 1 1 S 4 6 0 1 1 Labor Level 3 6 JOBCLASS Labor Labor Level 4 10 Standard Rate f Delete To add a labor category select the desired categories from any one of the Labor Level fields and click on the Add butto
85. and Password you defined in Step 9 Login Setup and click on the button and the Auto Find dialog will appear to select the type of terminal to be auto detected on initial startup The choices are MT X 15 FPT 40 or None of the Above This dialog only appears the first time the software is installed Fl Auto find terminal s What type of terminalis do you have mTx15 MTX15 j FPT 40 n None of the above After terminal selection the software will open with the Tree View see Time Guardian Plus example figure W Time Guardian Plus John_Doe File Edit Help pe Communications A Recalculate 69 output E Reports pe T Payrolls dey a Import 4 Export i Auto Process Time Guardian Series How To Use 4 1 The software will always open to the tree view in the last module opened If necessary simply click on the signs to expand the Daily Activities and or Output Group to view the modules Setup with subordinate modules will be present if Advanced modules are les may not be active depending upon what selections were made using the Setup Wizard i e selecting No on Step 8 Clock for terminals other than Access Control Also the User type login will control which modules are active i e a Payroll user logged in will not be able to see the Import Export and Auto Process modules Several modules such as Pay Class and Shift Rules will not be Note activated Some modu visible unless
86. and the export file is created see figure Click Ok to complete Time Guardian Series Output 9 49 Auto Process M odule The Auto Process module provides a way to schedule time and attendance processes such as reports printed archived and e mailed communications with terminals data import data export and synchronization with Amano Nexus 220 AmanoNet access control systems from the Amano Time amp Attendance software The Auto Process will run as a service in the background based upon the selections and the Recurrence settings that you have defined Note For client server setup the Auto Process will be executed on the server side Creating an Auto Process Profile 1 Click on the Auto Process module within the Output group in the Tree View see the following figure A Time Guardian 1 File Edit Help Today t en Setup HL Daily Activities 69 output Description iE Reports f Payrolls e Notification Import B Export 2 Click the button to create a new Auto Process profile and the following Auto Process window will appear Ee General Settings Recurrence Name Hours Summary Description j Summar y FY09 NJ HQ 3 Inthe Name field enter a name for the Auto Process profile 4 Enter a brief description of the Auto Process profile in the Description field 5 Click on the Settings tab The following is an example of the Settings tab window that will appear 9 50 T
87. appropriate Nexus Lite installation guide The Nexus Lite is installed to communicate with the host PC The appropriate documentation will provide the necessary steps to install the Nexus Lite controller s and reader s You may need to obtain the IP address for each Ethernet Nexus Lite connected to the system Step 3 Terminal Setup is optional use this step only if e The company wants to use Nexus Lite s for access control Do you want to configure Terminal Validation If Yes is selected for Terminal Validation click the Terminal Validation button and the Terminal Validation screen will appear See figure Terminal validation provides employee filtering from the setup configured in the General and Employee tabs see the figures Terminal Validation is used to assign employees to selected terminals Nexus Lite s When validation is used only employees assigned to a particular terminal can use the terminal Validations are downloaded to the selected terminals by location in the Communications module To create validation perform the following 23 16 Time Guardian Series Nexus Lite Module t Terminal Validation tall a D By Defaut Validation General Department Employees Mame Default Validation Description This is a default validation where all are selected 1 Create a new Terminal Validation and enter a Name for the Terminal Validation setting yello
88. are using terminals such as a Hand Punch FPT 40 Fingerprint and or MT X 15 terminal via a serial Ethernet or modem connection Time Guardian Series Setup Wizard 3 49 t Locations Be m E E g g Nexus Lite Device 1 Genera l Connec tion Terminals Nexus Lite Device 1 Roseland NJ front door v TZ Offset Hours E TZ Offset Minutes DLS Settings Start Date PE Start Time End Date mi End Time Before a Location can be created a Bell Schedule and Terminal Validation must be set You must create a Location to communicate with your terminals A Location enables the Time amp Attendance software to distinguish and interact with the desired terminal s Only one terminal type can be used per Location If you have more than one terminal type you must have multiple Locations The window will open on the General Tab with a Location Name Itis recommended to use the default names for an MTX 15 FPT 40 or Nexus Lite terminal Note Three default terminal locations have been setup and they are called MTX 15 Default FPT 40 Default and Nexus Lite Default Direct connection serial for either terminal does not require any additional setup while Ethernet does require the IP Address for each terminal To create a new Location 1 Create a new Location and you will be required to enter a unique Name yellow required field that will be used to describe the area or site where a terminal or group
89. based on all hours worked plus hours bonus awarded for being on call See Creating a Pay Class for weighted average overtime execution sequence Note To lookup employees click on the Filter Employee icon on the top of the Employees screen and an Employee Filter screen will appear similar to the following example A Employee Filter Available Selected R amp D Add Add All By default all employees are selected You can filter employees by selecting the Pay Classes and Departments Labor Levels they are assigned to in each of the available Pay Class and Department Labor Level tabs Employees that are assigned to the selected Pay Classes and or Departments Labor Levels will appear in the Available list Time Guardian Series Employee Administration 5 5 From the Employee Filter screen click on the Employee tab to show Available and Selected lists of employees Both the Available and Selected lists of employees can be sorted by typing in the Criteria fields above each list To add an employee highlight the desired employee in the Available list and click on the Add button To select all the listed Available employees click on the Add All button To remove an employee from the Selected list highlight the desired employee in the Selected list and click on the Remove button To remove all the listed employees click on the Remove All button A Employee Filter Pay Class Department Cost Center LEVELS L
90. button Note By unselecting it will reduce the Employees that the user has access to Note The Administrator cannot be deleted 9 After completing the entry selection of information for Step 4 Login Setup click on the Wizard Complete ka button at the bottom of the wizard to complete the setup of Nexus Lite Management NLM and display the Nexus Lite Management NLM login screen The Time settings and other configuration data will now be populated in the software Note Employees can be entered during the initial setup process or any time later Employees can also be imported Network M odule NLM From the NLM Tree View click on Network within the Setup Company group to view the current IP Address and UDP Port setting in NLM for the network client and the following type of screen will appear UDP Settings Port wis fel Double click on the IP Address shown and the Network screen will appear From the Network screen click in the IP Address field to change the IP Address only if not communicating with the desired Nexus Lite The Port field can also be changed if necessary but the default 4 445 23 24 Time Guardian Series Nexus Lite Module Nexus Lite devices have a feature where It broadcasts transactions door access via User Datagram Protocol UDP While performing a download see Communications Module the IP Port defined in the Network Module will be sent to the
91. click on the Find Terminals button to search for terminals See figure Time Guardian Series Setup Wizard 3 51 Communicating with terminalis xj Find Terminals Processing 0 of 1 OM Gancel NS The Ethernet and directly connected terminals in this location will appear in the Terminals list See figure LE cx Go MEO oF General Connection Terminals K od cat Delete Al ka 12 Double click on the found terminal or highlight the terminal and click on the Add button to add a new HandP unch Terminal to the Location and the Terminal window will appear for setup If adding a new FPT 40 or MTX Terminal you must first search for the Terminal g Terminal General Options Name Edison Location Number IZ Serial No Validation Yalidation_Salary Active 13 In the Name field enter in a unique name required field that will be used to describe the terminal This field will be automatically populated with the MAC address when the eyeglass button is used 14 In the Number field enter in a unique number for the terminal if allowed 15 In the Serial No field a unique number will appear for a found MTX 15 terminal 16 If you wish to assign a Bell Schedule to the terminal select one from the dropdown list in the Bells field 3 52 Time Guardian Series Setup Wizard 17 If you wish to assign a Terminal Validation setting to the terminal select one from the dropdown
92. eb Punches are added by clicking on the desired IN or OUT punch field in the Timecard grid and entering the time in the field Punches can be entered in either military or AM PM format For example 5 o clock PM can be entered as 500p AM PM or 1700 Military When entering in AM PM format AM is the default When 8 Is entered it will be taken as 8 00 AM If 8 o clock PM is intended the 8 must be followed by a P or 8P When you have finished click on the Save button in the toolbar to save your changes and update the Timecard grid screen view E diting Punches W eb To edit punches click on the desired IN or OUT Punch field and enter the desired time When you have finished click on the Save button in the toolbar to save your changes Deleting Punches W eb To delete a punch click on the desired IN or OUT Punch field highlight the punch right click and select Delete Also you can click to toggle row selection and press the Delete button see figure When you have finished click on the Save button in the toolbar to save your changes Time Guardian PPO Setup Daily Activities Output Preferences Welcome SYSDBA Toggle row with checkmark for possible deletion Timecard Payperiods 9 29 06 10 12 06 i Day IN Punch IN Punch OUT Punch Total Hours Adjustment Break Hour C 9 29 2006 ri Fri v 09 56 AM 08 00 O p so 2006 sa Sat aj 10 1 2006 Sun C 10 2 2006 E 10 3 2006 C 10 4 2006 We C 10 5
93. eea License Information Register Logged In Users About The features of the Help Menu are e Help Topics Provides access to the on line Help e Time Guardian Licensing Provides access to License Information and a connection for software registration Select License Information to see employee and concurrent user 4 4 Time Guardian Series How To Use Capacities This will also display what Time amp Attendance modules are activated with a green checkmark Logged In Users Provides a screen showing all users currently logged into the TG Series software This feature only active for registered users About Provides the version of the software that you are using which is required when placing a support call Tree View The Tree View see the following figure lists the desktop module components for using Standard Time amp Attendance software without any optional modules They are Daily Activities Modules Employees Click on this module in the tree view to Add edit and or delete employees Timecard Click on this module in the tree view to Add and or modify employee punches Communications Click on this module enabled if using Access Terminals to remotely transfer functions on active terminals from the Host PC such as poll locations set locations time download validation and settings and view amp communicate with specific terminals location Recalculate Click on this module in the tree view to recalcula
94. field enter a date when the rate for the labor level will be in effect Enter a rate for the labor level in the Rate field In the Operation field select Rate Add to Percentage Rate is the labor level s actual rate Add to will add to the existing rate as defined in Rate Setup Percentage will increase the existing rate for the labor level by the percentage as defined in Rate Setup Billable rate C Use Rate Template Percentagele Rates can be increased using the Operation field or clicking on the Percent Increase button The following window will appear for percent increase Time Guardian Series Advanced Labor Rate Module 15 5 o x jiojej2005 GE Click on the button to enter an effective date for the increase and enter in a percentage of the rate you wish to increase the rate by Click on the button when finished To delete a rate or rate operation select the desired row and click on the Delete button Rate Setup The Rate Setup module allows you to classify employee wages or rates in terms of cost or billable rates per employee or Labor Level s There are 2 types for each Standard or Combined Standard applies the rate based on the order set and Combined applies the rate based on the combination of items Employee and Labor Levels selected For multiple employees a Rate Setup template must be configured for each individual employee To define the criteria for Rate Setup templates 1
95. file You will be required to enter a Name In the Name field enter a name for the Import profile E nter a brief description of the Import profile in the Description field E nter the name and path of the import file in the File Name field or click on the browse button to the right of the field to browse for the file you wish to import Select the Import Type from Employee Individual Schedule or Advanced Schedule Select whether or not you want to Override Existing employee data Click on the Import File Format Settings tab This tab helps to define the format of your import profile If these parameters are not set to properly match the import file the import process might fail The file contents window on the Import Field Map Settings tab screen will help to indicate the file format Pay attention when you select the following for an example 3 32 Time Guardian Series Setup Wizard REE T aal g i g new Jersey Bldg 35 employees General Import File Format Settings Import Default Settings Import Field Map Settings Delimiter Comma Text qualifier None Date Format Month

AMANO Time Guardian Series installation user manual

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