LathemメーカーPC50/60の使用説明書/サービス説明書
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PayClock ® & USB T erminal Manager T ime and Attendance System User ’ s Guide.
THIS EQUIPMENT COMPLIES WITH FCC REQUIREMENTS PURSUANT OF PART-15 T h i s d e v i c e c o m p l i e s w i t h P a r t 1 5 o f t h e FCC Rules. Operation is subject to the following two conditions: (1).
CONTENTS QUICK START STEPS ................................................................................... V WELCOME........................................................................................................ 1 PACKAGE CO NTENTS ......
APPENDIX A - P AYCLOCK CLIENT I NSTALLATION IN A MULTI- USER SYSTEM ............................................................................................... 73 APPENDIX B - I NTEGRATING PAYCLOCK WITH QUICKBOOKS... 75 APPENDIX C - P AYCLOCK CLIENT S OFTWARE WAN INSTALLATION .
Quick Start Steps Carefully follow each step of th ese instructions for a troub le- free experience. 1 2 3 4 Verify the contents of your system. (For more detailed informat ion turn to page 6.) Install the PayClock Software . (For more detailed instructions turn to page 9.
5 6 7 8 9 Open the PayClo ck software by clicking on the PayClock I con. The default password is lathem . (For more detailed instructions turn to page 31.) Click Setup Now from the Get Started window to configure PayClock. (For more detailed instructions turn to page 34.
PAYCLOCK USER’S GUIDE 1 Welcome Purpose of this User’s Guide The purpose of this user’s guide is not meant to be a complete manual for the product. It is a quick reference to get you started. Please refer to the PayClock Help for detailed product information, setup guidance, and operation information.
PAYCLOCK USER’S GUIDE 2 The PC50/PC60 utilizes a proximity badge system, meaning that employees will punch in and out by pr esenting a badge in front of the terminal’s sensor. The PC50/PC60 also offers a backlit LCD screen to display important attendance information.
PAYCLOCK USER’S GUIDE 3 Features and Specifications • TS100 - Simple biometric touch sensor to clock in and out. • PC50/60 - Simple proximity badge system to clock in and out. • Instant identification eliminates buddy punching (TS100, PC50/60 with Wall Mount Finger Sensor or Remote Finger Sensor).
PAYCLOCK USER’S GUIDE 4 Accessories A number of accessories are offered to further enhance your PayClock system. Visit http://shop.lathem.com to purchase additional accessories like the ones listed below.
PAYCLOCK USER’S GUIDE 5 On the Support page, you may also submit a question through our online knowledgebase and one of our technicians will respond to your inquiry within 24 hours. Email support is free to all registered users. Telephone Support The help desk is available between the hours of 8am and 7pm Monday through Friday.
PAYCLOCK USER’S GUIDE 6 Package Contents Please verify that your package incl udes ALL of the following items. If your package is missing an item, please call the help desk at 1-800- 241-4990.
PAYCLOCK USER’S GUIDE 7 PayClock Proximity Terminal - PC50/60 Recommended Installation Tools (PayClock Proxi mity Terminal) Tape Measure Pencil Philips Head Screw Driver Optional- Power Drill & .
PAYCLOCK USER’S GUIDE 8 System Requirements You must verify that your system meets ALL of the minimum requirements listed below in order to run PayClock on your computer.
PAYCLOCK USER’S GUIDE 9 Install the PayClock Software The PayClock install loads the client and server application as well as your database. CAUTION: Before proceeding with your PayClock installatio.
PAYCLOCK USER’S GUIDE 10 W i n d o w s 8 • Click the message “Tap to choose what happens on the disk.”. • Select Run Setup.exe. Note: Click Yes at the User Account Control confirmation window. Follow the Setup Steps • It may take the install a few minutes to start, please be patient.
PAYCLOCK USER’S GUIDE 11 Install the USB Terminal Manager Software The USB Terminal Manager install loads the client application and drivers for the selected USB terminal.
PAYCLOCK USER’S GUIDE 12 Follow the Setup Steps • It may take the install a few minutes to start, please be patient. • From the USB Terminal Manager installation window click on Next. • At the Choose Terminal selection window, select the USB terminal that will be connected to the computer and then click Next to move forward.
PAYCLOCK USER’S GUIDE 13 • The computer will automatically begin installation of the required software drivers. Follow these instructions to successfully complete the installation of the software drivers.
PAYCLOCK USER’S GUIDE 14 • Select “ Install the software automatically (Recommended) ” and click “ Next > ”. • When the driver is located, this message will display. Click “ Continue Anyway ”. • Click Finish to complete the process of loading the first driver.
PAYCLOCK USER’S GUIDE 15 • Select “ Install the software automatically (Recommended) ” and click “ Next > ”. • When the driver is located, this message will display. Click “ Continue Anyway ”. • Click Finish to complete the process of loading the second driver.
PAYCLOCK USER’S GUIDE 16 Complete the Installation • The Installation Complete window will display after the drivers are loaded, click Finished to complete the installation and reboot the computer if prompted. • The USB Terminal Manager icon will display in the notification Area with Device Connected.
PAYCLOCK USER’S GUIDE 17 Setting up a Multi-User System PayClock is by default a single user system. You must purchase and enable the multi-user feature in or der to access PayClock from other computers on your network.
PAYCLOCK USER’S GUIDE 18 Optional USB Terminal only Installation These instructions identify how to install a USB terminal on a separate computer from the one which contains the PayClock software. Note: The second computer MUST be on the same Local Area Network (LAN) as the PayClock software installation .
PAYCLOCK USER’S GUIDE 19 • At the Choose Terminal selection window, select the USB terminal that will be connected to the computer and then click Next to move forward.
PAYCLOCK USER’S GUIDE 20 • After successfully connecting the PayClock USB terminal to your computer the message, “ Found New Hardware ” will show in the Notification Area with the USB icon . • The “ Found New Hardware Wizard ” will display.
PAYCLOCK USER’S GUIDE 21 Complete the Installation • The Installation Complete window will display after the drivers are loaded, click Finished to complete the installation and reboot the computer if prompted. • The USB Terminal Manager icon will display in the notification Area with Device Connected.
PAYCLOCK USER’S GUIDE 22 Mount the USB Terminal Select a site to place the USB termi nal that will be convenient to employees clocking in and out. If you wish to increase the distance between the US.
PAYCLOCK USER’S GUIDE 23 Step 2: After selecting the appropriate installation site, use masking tape to hold the included Moun ting Template onto the wall. Drill holes using the template as a guide. Note: the bottom of the terminal should be about 45 inches from the floor.
PAYCLOCK USER’S GUIDE 24 Hang the terminal on the wall, aligning the three keyholes on the rear of the enclosure with the three pr otruding screw heads, and then pressing downward on the terminal housing until it lowers onto the screws.
PAYCLOCK USER’S GUIDE 25 Using the USB Terminals The PayClock USB terminals allow employees to perform certain functions such as punching In and Out. Using the TS100 To clock IN or OUT, the employee should place his finger on the TS100 sensor. Proper finger placement is critical .
PAYCLOCK USER’S GUIDE 26 Using the PC50/60 To punch, move the badge towards and below the illuminated oval target area on the front of the PC50/60. When the badge is in close proximity to the PC50/6.
PAYCLOCK USER’S GUIDE 27 Using the PC50/60 & Finger Sensor The PC50/60 w/ Wall Mount Finger sensor can read a badge or fingerprint. Using a Badge at the PC50/60 w/Wall Mount Finger Sensor To punch, move the badge towards and below the illuminated oval target area on the front of the PC50/60.
PAYCLOCK USER’S GUIDE 28 Using the Remote Finger Sensor To clock IN or OUT the employee should place his finger on the TSRFS sensor. Proper finger placement is critical . The employee should place his finger on the sensor as he did when he enrolled.
PAYCLOCK USER’S GUIDE 29 Using the PayClock Software PayClock utilizes a sleek user interfa ce that allows you to get more out of the functions you use most. The interface provides centralized navigation to all parts and functions within the software.
PAYCLOCK USER’S GUIDE 30 • Home Tab: The Home tab contains information on how to start using PayClock along with quick action buttons in a flow chart of the routine process of use.
PAYCLOCK USER’S GUIDE 31 Logging into PayClock PayClock is a single user system by default with one user account, Administrator. The Administrator account gives the user full access to PayClock. Open the PayClock software by clicking on the PayClock Icon located on your desktop.
PAYCLOCK USER’S GUIDE 32 3. Click OK and the software will open. A welcome tone will let you know that PayClock is ready for use. Create and Change Your Password You should create your own unique password to protect sensitive payroll data. 1. At the Log In screen, click the Change button.
PAYCLOCK USER’S GUIDE 33 There are three ways to register your software: • Complete the Registration Wizard by clicking the Register Now button on the Get Started window that appears upon log-in.
PAYCLOCK USER’S GUIDE 34 Setting up PayClock How does PayClock calculate time? PayClock uses an open shift to define the start of the workday. An employee’s open shift starts with his/her first punch of the day and continues until the day change or for 14 hours if working past the day change.
PAYCLOCK USER’S GUIDE 35 From the Getting Started window click the Setup Now button or click the Setup tab on the ribbon bar. Use the buttons on the Setup tab to set up your basic company structure. Pay Period Setup • At the Setup tab, click the Pay Class button.
PAYCLOCK USER’S GUIDE 36 • To set up weekly overtime, se lect the pay code and set the limit. Click the Help button is you need assistance setting up the overtime. • Click Save to keep your changes. Rounding Setup • With the Standard pay class item still selected, click on the Advanced tab.
PAYCLOCK USER’S GUIDE 37 Additional Software Setup The Setup tab of the ribbon bar is used to configure the PayClock software for your company, pay period rules, departments, employees, shifts, payroll exports, PayClock users and preferences. See the PayClock Help for deta iled information on the Setup tab.
PAYCLOCK USER’S GUIDE 38 automatically deducted, or a combination of both. They can also be unpaid or paid. Breaks are applied to shifts. For example, you have a shift that starts at 7:30am and ends at 4:00pm with a 30 minute punched unpaid break that can be taken between 11:30am and 2:00pm.
PAYCLOCK USER’S GUIDE 39 Add Employees and Assign Badges The Employees button under the Setup tab is used to maintain the employees in the PayClock software.
PAYCLOCK USER’S GUIDE 40 Add New Employees General Tab After adding the employees click on the Terminal Manager tab and update your terminal(s). 1. From the Ribbon Bar, click the Setup tab and click on the Employees button. The Employees window will display.
PAYCLOCK USER’S GUIDE 41 5. If your company uses an Employee Number, enter it here. Usually, payroll services require an employee number for exports. 6. PayClock automatically fills in the Employee PIN but you can change it if you like. To change the PIN, enter the number in the Employee PIN field.
PAYCLOCK USER’S GUIDE 42 The next section covers each topic briefly to give you an overview of the system. See th e PayClock Help for detailed information on each topic. Overrides Tab You use the Overrides tab to define punched or automatically deducted breaks for individual employees on the open shift.
PAYCLOCK USER’S GUIDE 43 Benefit Time Tab You use the Benefit Time tab to trac k an employee's benefits, such as how much sick or vacation time they have or have taken. You can track up to 5 pay codes. The softwa re keeps track of how much time the employee has taken and how mu ch time the employee has left.
PAYCLOCK USER’S GUIDE 44 Enrolling Employee Fingerprints The Finger Template Management Wizard is used to enroll, re-enroll and maintain employee finger prints for the TS100, PC50/60 with Wall Mount Finger Sensor and Remote Finger Sensor. Proper finger placement is critical to ensure reliable punches.
PAYCLOCK USER’S GUIDE 45 • During enrollment, the employee should do his best to provide consistent finger placement: THIS IS CRITICAL. Good enrollment enables the finger sensor to provide the best matching possible during daily use, and thus, the enrollment process is one of the most important steps.
PAYCLOCK USER’S GUIDE 46 • Each good scan of the finger will cause a circle to change color on Step 2, with a successful registration all four circles will change color and then the message “Enrollment was Successful” will display. Note: The employee will have to repeat the registration process if the sensor did not read their fingerprint.
PAYCLOCK USER’S GUIDE 47 Editing Timecards The Timecards tab is used to manage employee punch data. You can view and edit employee punches as well as non-work time such as vacation time or dollar amounts such as tips. You can view employee data for open or closed pay periods.
PAYCLOCK USER’S GUIDE 48 employees, select which Pay Class to ed it the data for, select the time period for the edits, export payroll data and clock the pay period. The Employee List and Toolbar The Employee List displays employees along with their summary data such as wages, regular time, overtime, vacation, etc.
PAYCLOCK USER’S GUIDE 49 • Department - From the list select the department or departments that hold the employees you want to display in the summary list. • Show Terminated Employees - Check this option if you want to display employees marked as terminated in the list.
PAYCLOCK USER’S GUIDE 50 When an employee is selected from Employee List their individual timecard will display with their punch data for the selected pay period. The Timecard has 3 areas; the toolbar, the employee information and the timecard table.
PAYCLOCK USER’S GUIDE 51 • List tab - This tab is designed specifically to be used to view the photos of employees who punch at the FaceIN terminal. This tab is not used with the USB terminals. Timecard Table Color Legend The timecard table can display the rows or cells in colors that a re used to identify certain conditions.
PAYCLOCK USER’S GUIDE 52 Timecard Timeline The Timecard Timeline is a snap-shot view of the shifts and punches for the selected date. The Timecard Timeline can be expanded, collapsed or hidden entirely. When the timeline is expanded it has 3 areas; the Actual Punches, the Adjusted Punches and the Shift.
PAYCLOCK USER’S GUIDE 53 Maintaining Employee Timecards The Timecards tab is used to manage employee punch data. You can view and edit employee punches as well as non-work time such as vacation time or dollar amounts such as tips. The timecard body contains an area that resembles a spreadsheet for keying in punch data.
PAYCLOCK USER’S GUIDE 54 • Type in the hour and the cursor will automatically move to the minutes. • Type in the minutes and the cursor will automatically move to AM/PM. • If your time is set to 12-hour format type an 'A' or 'P' to change to AM or PM.
PAYCLOCK USER’S GUIDE 55 • Select the Timecards tab on the ribbon bar and click on the desired employee from the Employee List, the employee’s timecard will display. • Locate the non-work time column and then click on the cell for the day that you want to add the non-work time.
PAYCLOCK USER’S GUIDE 56 • Select the Timecards tab on the ribbon bar and click on the desired employee from the Employee List, the employee’s timecard will display. • At the timecard table toolbar click the Insert button and select Transfer. The Add Transfer window will open.
PAYCLOCK USER’S GUIDE 57 If the Shift column is displaying in the timecard table simply click in the cell for the desired day and from the list select the desired shift. The shift change will take affect immediately. See the PayClock Help for deta iled information on making a one-time department change in the timecard table.
PAYCLOCK USER’S GUIDE 58 • At the Timecard toolbar click the Notes button, the Note Editor window will open. • Enter the text for the note; up to 500 characters can be entered. • Click the Save button, the note will be added and an icon will display identifying a note is attached.
PAYCLOCK USER’S GUIDE 59 Selecting the Exceptions • At the timecard toolbar click the Exception button and select Exception Filter, the Exception Filter window will open. • Select the exception(s) you wish to view from the list. To view all exceptions click the Select All option.
PAYCLOCK USER’S GUIDE 60 Creating an export file • Select the Timecards tab and se lect the pay period by using the Pay Period navigation buttons. • Click the Export button, th e Execute Exports… window opens. • Click on the desired payroll export in the list, there will be a check in the box ; when it has been selected.
PAYCLOCK USER’S GUIDE 61 1 WARNING - If you are not sure you want to close the pay period click CANCEL. • Type the word YES in the box and click OK with your mouse. Re-opening a Closed Pay Period A closed pay period can be re-opened for the purpose of making a forgotten edit or change, but caution should be used.
PAYCLOCK USER’S GUIDE 62 Global Scheduling The Scheduling tab presents a summary or snapshot of the estimated labor coverage in hours and dollars on a calendar. In addition the Scheduling tab is used to apply shifts to groups of employees, allowing shift assignments in mass rather than having to assign shifts to employees individually.
PAYCLOCK USER’S GUIDE 63 Reports The Reports tab of the ribbon bar is used to obtain reports on the information that is stored in the database. When you click on the Reports tab you will see 3 areas; the Report Ribbon Bar, the Report Category List and the Report Toolbar with Viewer.
PAYCLOCK USER’S GUIDE 64 Including All Employees in the selected report To view a report with all of the employees simply double click on the report in the list. • Click the Reports tab on the ribbon bar and the Reports window will display. • Double click on the report in the list you want to view.
PAYCLOCK USER’S GUIDE 65 Setting up your Terminal The Terminal Manager tab of the ribbon bar is used to maintain the terminals used to collect punch data. When you click on the Terminal Manager tab you will see 3 areas; the Terminal Manager Ribbon Bar, the Terminals List and the Terminal Properties and Toolbar.
PAYCLOCK USER’S GUIDE 66 Connection tab - TS100 Terminal The Connection tab allows you to define the name for the terminal. Employees tab - TS100 Terminal The Employees tab allows you to define which employees will be assigned to the terminal. Note: Only employees that have a finger enrolled will display in the list.
PAYCLOCK USER’S GUIDE 67 PC50/60 Terminal with Wall Mount Finger Sensor The PC50/60 w/TSWFS uses the USB Terminal Manager application to communicate with the PayClock software. It is not necessary to add a PC50/60 w/TSWFS terminal to PayClock; the USB Terminal Manager application will automatically add the terminal.
PAYCLOCK USER’S GUIDE 68 Hardware Troubleshooting The following section contains common questions and problems as well as their appropriate resolutions. To view a complete list of common problems and their solutions please visit our knowledge base located online at: http://support.
PAYCLOCK USER’S GUIDE 69 Does the finger sensor on my terminal need to be cleaned routinely? Depending on the amount of use, th e reader window may need to be cleaned from time to time.
PAYCLOCK USER’S GUIDE 70 The wrong employee name shows when the finger is read. What should I do? If an employee is mistakenly read as another employee, adjust the threshold level for the mistakenly read employee. Start with Medium High, if you are still experiencing the problem move up to the next level.
PAYCLOCK USER’S GUIDE 71 When an employee tries to punch on the USB termianl, the display says “Server is offline”. What should I do? The connection to the PayClock Database Service has been interrupted. -Wait for the connection to re-establish itself.
PAYCLOCK USER’S GUIDE 72 Software Troubleshooting The following section contains common questions and problems as well as their appropriate resolutions. To view a complete list of common problems and their solutions please visit our knowledge base located online at: http://support.
PAYCLOCK USER’S GUIDE 73 Appendix A - PayClock Client Installation in a Multi-User System Follow these instructions when you want to run PayClock on more then one computer. These client instructions apply wheth er it is a new install or an upgrade. The PayClock Server must be installed before installing the Client software.
PAYCLOCK USER’S GUIDE 74 Follow the Setup Steps • It may take the install a few minutes to start, please be patient. • From the Install PayClock window click on Next. • Read the License Agreement and select I accept the terms of the license agreement and Next to move forward.
PAYCLOCK USER’S GUIDE 75 Appendix B - Integrating PayClock with QuickBooks The integration between PayClock and QuickBooks allows the user to enter the employees into QuickBooks and then synchronize them into PayClock. The export process allows PayClock to send employee total daily hours into the QuickBooks weekly timesheet.
PAYCLOCK USER’S GUIDE 76 NOTE: If the above two options are not selected the integration process will fail! • Click Continue and then click Done. • In PayClock click Next. • Map the QuickBooks Payroll Items to the PayClock Pay Codes. • When finished mapping the payroll items click Next.
PAYCLOCK USER’S GUIDE 77 Appendix C - PayClock Client Software WAN Installation These instructions identify the steps to configure the PayClock Client software to communicate with the PayClock database server across the internet. Important Notes - WAN Installation Requirements • There must be a VPN tunnel connecting the local and remote sites.
PAYCLOCK USER’S GUIDE 78 • In the Support Assistant window, select Connection Info . • Print the Connection_Info.txt file. Step #2 - PayClock Clie nt at the remote site • Run the PayClock Setup Program • Go to the computer where you want to install PayClock.
PAYCLOCK USER’S GUIDE 79 • At the Install on Single PC or Network window select I need multiple computers that can run PayClock and click Next to continue. • At the Install Client Only or Client & Server window select Client Only and click Next to continue.
PAYCLOCK USER’S GUIDE A Accessories, 4 Adding a New Employee, 40 Adding a Note , 57 Adding Amounts , 57 Adding Employees, 39 Adding Non-Work Time , 54, 55 Adding Punches , 53, 54 Annual Support Agre.
PAYCLOCK USER’S GUIDE Employee Button , 39 Employee List and Toolbar, 48 Employee Number, 41 Employees Tab - TS100, 66 Enrolling Employee Fingerprints, 44 Enrolling Fingerprints, 45 Exception Filter.
PAYCLOCK USER’S GUIDE M Maintaining , 53 Messages Tab, 43 Minimum PayClock Set up, 34 Mounting The PC50/60, 22 O One-Time Department Change , 56 One-Time Shift Change , 56 Overrides Tab, 42 Overtime.
PAYCLOCK USER’S GUIDE Running Reports, 63 S Salaried Employees, 41 Schedules Tab, 42 Scheduling Tab, 30 Searching for Exceptions, 59 Selecting an Employee in the Timecard , 53 Selecting Exceptions, .
PAYCLOCK USER’S GUIDE Troubleshooting, 4 TS100 Properties, 65 TSRFS Properties, 67 U Upgrades, 3 USB Terminal Manager Only Installation, 18 Using PayClock, 31 Using the PayClock Software, 29 Using t.
USG0095B P RINTED IN THE USA.
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