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LIST OF EFFECTIVE PAGES
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Copyright c 1991 Peripheral Data Systems / Datatrac
Rowland Hts, California / Alta Loma, California
All Rights Reserved
The information and/or drawings set forth in this document and all rights
in and to inventions disclosed herein and patents which might be granted
thereon disclosing or employing the materials, methods, techniques or
apparatus described herein, are the exclusive property of Peripheral Data
Systems.
THIS MANUAL DESCRIBES THE TIME COUNTS TIME AND ATTENDANCE
SYSTEM CONTAINING THE FOLLOWING REVISION NUMBERS:
Revision 1.0 or greater.
Time Counts Time and Attendance System Product description and operations guide.
Original Issue ..................................................17, July, 1991
TABLE OF CONTENTS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
SECTION 1 - GENERAL SECTION PAGE
FEATURES 1-1 1
PC REQUIREMENTS 1-2 2
SYSTEM OVERVIEW 1-3 3
MANUAL CONVENTIONS 1-4 5
BEFORE YOU START - INSTALLATION 1-5 7
GETTING STARTED 1-6 8
LIMITED WARRANTY 1-7 10
TIME COUNTS SCREEN 1-8 11
DROP-DOWN MENU 1-9 12
SECTION 2 - OPERATIONS
PUNCH GATHERING 2-1 14
TIME CARDS 2-2 15
DEPARTMENT CODES 2-3 19
EMPLOYEE RECORDS 2-4 20
REPORTS MENU 2-5 22
SPECIAL CODES 2-6 24
UTILITIES MENU
COMPANY POLICY 2-7-2 25
TIME CLOCK UTILITIES 2-7-3 27
END OF PERIOD 2-7-4 28
DEFINE COLORS 2-7-6 29
PRINTER SETUPS 2-7-7 30
INDEX REBUILDING 2-7-8 31
WORK SHIFTS 2-8 32
SECTION 3 - OPERATIONS SUGGESTIONS
RECOMMENDED DAILY PROCEDURES 3-1 35
RECOMMENDED PAY PERIOD PROCEDURES 3-2 35
SECTION 4 - CLOCK HARDWARE INSTALLATION
GENERAL INFORMATION 4-1 36
LIST OF FIGURES
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
FIGURES DESCRIPTION NO PAGE
Time Counts System Flow 1 3
Time Counts Main Screen 2 11
Drop/Pull down Menus 3 12
Punch Gathering Menu 4 14
Time Cards Screen 5 15
Edit/Add 6 16
Edit/Change 7 17
Browse 8 18
Department Codes Screen 9 19
Employee Records Screen 10 20
Reports Menu 11 22
Exception Report 12 22
Special Codes Screen 13 24
Utilities Menu 14 25
Company Policy Screen 18 25
Clock Utilities Menu 19 27
Define Screen Colors 20 29
Printer Setup 21 30
Work Shift Screen 22 32
1-1 FEATURES PAGE 1
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
- On-line context sensitive help, just press <F1> anywhere you have a question.
- All commonly known pay periods (Weekly, Bi-Weekly, Semi-Monthly and Monthly).
- Shift differentials.
- Sixth day overtime
- Eight-eighty overtime.
- Regular, overtime, premium, special and gross pay categories.
- Unlimited Special Codes for tracking unworked hours paid and un-paid.
- Overtime and premium paid by day of the week.
- Programmable rounding start and stop times.
- Grace periods for in and out times.
- Six automatic adjustment codes for special situations.
- Automatic Minimum lunch feature.
- Allows shifts to cross midnight.
- Allows manual department transfers and department pay rates.
- Error List report - which allows for printed reporting of errors found.
- All reports available by Company/Dept./Name or Employee number, and may be
printed, sent to the screen or to a disk file.
- Department and Shift summary reports.
- User selectable printer interfaces (customizing is allowed).
- User selectable screen colors.
- Exception Reports include: absent, present, no lunch, short lunch, long lunch,
special hours, department/shift errors, overtime/premium hours, In early/late,
out early/late employee hours, time cards, department totals, shift totals,
summary reports, and error listings.
- Multiple clocks per system ( 99 maximum ).
- Database format; dbase III users will feel right at home with Time Counts.
1-2 PC REQUIREMENTS PAGE 2
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1). IBM or 100% Compatible PC AT, with a floppy disk and a printer. It is
highly recommended that you use a 386 machine for optimum performance.
2.) 640K RAM ( with 512K RAM available ). Time Counts requires a large amount
of memory to process the database of raw punches. All memory resident
programs and utilities should be terminated and removed from RAM prior to
running the Time Counts program. The exception to this rule is if you are
running these memory resident programs in high memory using a high memory
manager such as 386 to the *MAX (c) or **QEMM (c).
3.) Hard Disk drive with a minimum of 5Mb available (disk access speed of
21msec or less is preferred).
4.) At lease one serial communications port if you are using the electronic
Time Clock and a modem is recommended for On-line customer support.
5.) MS DOS version 3.xx or 5.0. This software is designed to function properly
Microsoft standards. The newer DOS versions (4.0 and 4.01) have
operational problems that prevent Time Counts and other applications from
consistantly running error free. Time Counts will run correctly on the
newest MS DOS version 5.0. Time Counts should be run using MS DOS versions
3.xx or 5.0 only. If your system is running any other operating system
Peripheral Data Systems and DataTrac assume no responsibility for the
results.
Note to Deskview and Windows users:
When you open windows of different applications, Windows and Deskview reserve
kernels of memory for that application. Time Counts requires 512K RAM at all
times. If you experience problems and you have other applications running, it
may be necessary to run Time Counts by itself.
Note to network users:
Time Counts compatibility with Local Area Networks relies on adherence to DOS
3.1 or greater function calls. Time Counts uses DOS calls exclusively foe all
network related operations. Consequently, Time Counts is compatible with
network products designed to the DOS standard. You should be familiar with the
nature and requirements of your Local Area Network products before attempting
to Install Time Counts on your file server.
NOTE: You must be running under PC/MS-DOS version 3.1 through 3.3 or 5.0 on
any and all network-stations using files in a shared mode.
If you are unsure or unclear about any of these requirements please feel free
to contact Peripheral Data Systems customer service department at (714) 594-8660
for further clarification.
* 386MAX is a trademark of Qualitas Corp.
** QEMM is a trademark of QEMM?
1-3 SYSTEM OVERVIEW PAGE 3
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
What is Time Counts?
Time Counts is a complete, easy to use, menu driven Time and Attendance software
program. The Time Counts program, your non-dedicated IBM or 100% compatible
personal computer and the employee time clock work together to track and report
on employees in and out times and hours, as well as department and shift
summaries.
What if I need Help?
The Time Counts program has an extremely thorough On-Line, context sensitive
help system. Any time you have a question within the Time Counts program you
may press <F1> for help. The Time Counts help screens are designed to be an
On-Line manual, thus saving you time and effort trying to locate the section
you need in the manual. Some help screens are small so that they fit on the
screen without blocking pertinent information. This does not mean you only
get a little help, you may press the cursor (arrow) keys or the <Page Dn> key
for more help.
╒═══════════════════════════════════════════════════════════════╕
│ ╒════════╕ ╒════╕ │
│ │ PC │ │ │ ╒══════════╕ │
│ │ │<-------------│ │<-----│ │ │
│ ╒═╧════════╧═╕____ ╘════╛ ╘══════════╛ │
│ ╘════════════╛ | Clock Emp. Badge │
│ I | │
│ V | ╒═════════╕ │
│ ╒═══════════╕ `----->│ Payroll │ │
│ │ Reports │ │ Service │ ╒═══════════════╕ │
│ │ │ ╘╤═══════╤╛--->│ Pay Check │ │
│ ╒═╧═══════════╧══╕ │ │ │ │ │
│ │ Printer │ ╘═══════╛ ╘═══════════════╛ │
│ ╘════════════════╛-----------------------^ │
│ │
╘═══════════════════════════════════════════════════════════════╛
<Figure 1>
How does Time Counts work?
The employee uses a magnetic stripe badge, similar to a credit card, or an
optional bar code badge. This badge has a unique badge number encoded on it.
The badge is swiped through the reader at the employee time clock. The
transaction is stored in battery backed up memory until Time Counts and your PC
"Poll," or gather, the punches via Punch Gathering. Time Counts then matches
the badge number with the employee's file number and stores the record into the
time database. If, however, the badge number does not match any records in the
employee database, this is noted on the transaction log.
With the transactions now in the Time database, you are ready to check for
errors. Time Counts gives you the option, of either, printing the Error list
report, or sending this report to the screen which also allows you to correct
these errors "on the fly". Time Counts also has reports available for punch
exceptions by employee, at this time. Once you have corrected all of the errors
you may print any reports required.
1-3 SYSTEM OVERVIEW CONT'D PAGE 4
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
It is necessary to correct the errors
prior to printing any reports which do calculations for the totals to be
correct. Whenever you print reports Time Counts will automatically apply any
policies which have been programmed into the system, such as rounding or grace
periods, minimum lunch, shift differentials, adjustment codes, overtime days,
special times (vacation, sick etc.).
The reports generated by Time Counts form the Reports Menu are:
GENERATED REPORTS
* Punch Exceptions
* Employee Hours
* Department Totals
* Work Shift Totals
* Time Cards Reports
* Summary Reports
* Error Listing
At the end of your pay period, you may run the Time Card Reports which have
signature lines for both the employee and his/her supervisor as an agreement
that this Time Card is correct and accepted.
Once your payroll is finished and processed, you may run an "End of Period" to
clear out last pay periods punches. This removes old records from the active
database allowing Time Counts to run at optimum performance levels.
1-4 MANUAL CONVENTIONS PAGE 5
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The following typographical conventions are used in this manual:
Type style Used for
<Key> Keyboard keys you must press where Key is the key on your
keyboard we want you to press. For example, if we want you
to press the "enter key" on your keyboard we will ask you
to press <Enter>.
ALL CAPS Menu options you must select where the name in CAPS is the
selection we want you to make. For example, if you are in
the Main Menu and we want you to select the Employee Records
option we will ask you to select EMPLOYEE RECORDS.
MENU/SUB A slash (/) between menu selection means you must select
the menu option before the slash (/) and then the menu
option after the slash (/) is selected from the resulting
drop down menu. For example, EMPLOYEE RECORDS/EDIT/CHANGE
means that you are to select from the current menu,
EMPLOYEE RECORDS. This will take you to a different screen
where you will select the EDIT option. This will take you
to a drop down menu for the Edit selection where you will
select CHANGE. Please take note that this creates an audit
trail of the menu selections you have made to get where you
are.
Key1+Key2 A plus sign (+) between keys means you must press the keys
at the same time. For example, "Press ctrl+c" means that
you press the "ctrl" key and hold it down while you press
the " c" key.
Key1,Key2 A comma (,) between key names means you must press the keys
in sequence. For example, "Press <ALT>,<F10>" means that
you press the <ALT> key and release it, and then press the
<F10> key and release it.
Type style Used for
"Text" A set of quote marks around text means we would like you to
type the text exactly as shown. For example "C:" and press
<Enter> means we want you to change the disk drive you are
working on by typing c: and pressing the enter key on the
keyboard.
<F1> Press the function <F1> key for on-line context sensitive
help.
<F3> Press the function <F3> key for a minutes to hundreths
conversion chart.
<F5> Press the function <F5> key for a pick list of valid
options. ie: when asked to enter an employee's file
number, you can press <F5> and a list of the employees will
be shown for you to choose from.
1-4 MANUAL CONVENTIONS CONT'D PAGE 6
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Please Note that Time Counts displays in Military time (24HH/MM) and reports
and calculates in HH/hh (Hours/Hundredths). The Hours are in twenty-four hour
format. For example, at 1:00 pm Time Counts would display 13:00 and for 1:30 pm Time Counts will
display 13:30 and the resulting totals would be 8.50 for eight and a half hours.
1-5 BEFORE YOU START - INSTALLATION PAGE 7
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
STEP ONE
Before you start putting clocks on the walls and running wires there are some
things to consider:
1.) The Time Clocks should be located by a employee entrance for accessibility
and ease of use.
2.) A clock next to the lunch room could possibly save employees a long walk
to punch in and out for lunch.
3.) The electricity provided for the Time Clock should be "Clean", meaning no
other equipment connected to it, and, ideally, a dedicated circuit. This
means not only the outlet the clock is plugged into, but also any other
outlets electronically connected to the circuit. The one thing that can't
happen is to have some equipment with a electric motor, such as a copier
or a vacuum sweeper, connected to the same circuit. Electric motors will
send signals back up the lines and effect the Time Clocks operation.
4.) You should have a basic configuration in mind prior to installation of the
clocks. The length of wire from the computer to the time clock. Check the
clock type under HARDWARE INSTALLATION for wire types needed based on
distances run. Do you need a communication (RS-232 serial) port expander
to handle the number of clocks you are using ?
Please see Section 5 under the type of clock purchased with your system for
hardware installation.
STEP ONE
The first thing you must do to start using Time Counts is to verify that you are
running either MS-DOS 3.xx or 5.0 or DR DOS. To find out simply type "ver",
(without the quotation marks, as discussed on page 8) and press <Enter>. If you
use MS DOS 4.XX you assume any and all responsibility for the resulting behavior.
STEP TWO
The next step is to make sure you have enough hard disk space for Time Counts
to operate. Time Counts will only use about 1M Bytes of disk space for system
files but the database file can get large. For this reason you must have at
least 5MB of hard disk space or Time Counts will not install. For those of you
not sure how to check your disk space first you must get to the DOS prompt,
then change to the disk drive that you want Time Counts installed on by typing
"x:" where x is the disk drive you wish to check. Next type "chkdsk/f" and
press <Enter>. You should see a screen that looks like the one below.
21309440 bytes total disk space
2048 bytes in 1 hidden files
73728 bytes in 31 directories
16695296 bytes in 911 user files
4538368 bytes available on disk <------- Available disk space.
655360 bytes total memory
595296 bytes free
1-6 GETTING STARTED PAGE 8
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
You must have at least "5000000 bytes available on disk". The disk displayed
above does not have enough disk space available. If your disk does not have
enough space available, either you must move some files to another drive,
delete old and useless files or purchase a larger hard disk drive to run Time
Counts. Once you have 5000000 bytes available you may continue.
STEP THREE
The third step is to insure your MS-DOS environment is set to have enough files
open for Time Counts to operate. Your config.sys file on the boot hard drive
must have the files set to 110 or greater. You shaould also add the line to your
autoexec.bat file SET TCCLIP=65. For those of you unsure how to check
the config.sys and autoexec.bat file, type "x:" and where x is the boot hard
disk on your system and press <Enter>. Next, change to the root directory by
typing "cd\" and press <Enter>. Then type "type config.sys" or "type
autoexec.bat" and press <Enter>. Your config.sys/autoexec.bat file will be
printed to the screen. If you do not have a line in the config.sys file with
files equaling at least 110 (Files=110), you must edit your config.sys file.
Please note, if you are unsure of how to edit this file, refer to your MS DOS
manual or seek the help of someone who knows how or call Peripheral Data Systems
customer service department at (714) 594-8660 for help.
STEP FOUR
Call Peripheral Data Systems at (714) 594-8660 for your serial verification
number. You will be asked for this number during the install procedure, this
number changes daily so be sure and call on the day you are going to install
the system. Now is also a good time to fill out your registration card because
our customer service representative will need to know the same information to
be able to give you your verification number. He/She will also need your serial
number which can be found on the Registration Card at the back of your manual.
It is highly recommended that you write down your serial number in a safe place,
you will be asked for it anytime you call Peripheral Data Systems.
STEP FIVE
The fifth step is to insert your Time Counts "Install Disk" into the disk drive
and close the door. Now type "x:" where x is the disk drive you have the Time
Counts install diskette loaded, and press <Enter>. Now, at the Dos prompt, type
"Install" and press <Enter>, then follow any messages displayed on the screen.
Remember to install the Time Counts program onto a disk with a minimum of 5MB
available as mentioned in STEP TWO. The install process will create a directory
named TC and copy the files into it, then the files will be exploded. Time
Counts will then check for the proper database files and create any that do not
exist. You may ask, "why would they exist if I'm installing the program for the
first time". Well, they wouldn't, but if you ever have a computer problem, you
may need to re-install the program and if you have data files that already exist
we don't want to overwrite them.
STEP SIX
The sixth step is to type "TC" and press <Enter>. This will start the Time
Counts program. You are now at the Time Counts Copyright screen, press any key
to continue. Time Counts is now ready to use. There is a preferred order to
follow when setting up your system. First, you should select the UTILITIES MENU
by, either, pressing the down cursor (arrow) key six times or by pressing <U>
on your keyboard. Next, select COMPANY POLICY by pressing <C>.
1-6 GETTING STARTED CONT'D PAGE 9
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
This will take you to the Company Policy Screen. Select <E> for EDIT and <A>
for ADD. You may now enter your Company Policy. The fields and their
explanations are listed in the Company Policy section of this maunal. If you
have any questions regarding the fields you are entering, press <F1> for help.
STEP SEVEN
From the Main Menu you will now want to select <D> for DEPARTMENT CODES.
This will take you to the DEPARTMENT CODES screen. Select <E> for EDIT and
<A> for ADD. You may now enter your Department Codes, the fields and their
explanations are listed in the Department Codes section of this manual. If you
have any questions regarding the fields you are entering, press <F1> for help.
STEP EIGHT
From the Main Menu you will now want to select <W> for WORK SHIFTS, this will
take you to the WORK SHIFTS screen. Select <E> for EDIT and <A> for ADD.
You may now enter your Work Shifts. The fields and their explanations are listed
in the Work Shifts section of this manual. You may enter as many WORK SHIFTS as
is required; there is no limit, although, if you have entered more than twenty,
it is very likely you are duplicating shifts. If you have any questions
regarding the fields you are entering, press <F1> for help.
STEP NINE
From the Main Menu you will now want to select <S> for SPECIAL CODES, this will
take you to the Special Codes screen. Select <E> for EDIT and <A> for ADD. You
may now enter your Special Codes; the fields and their explanations are listed
in the Special Codes section of this manual. If you have any questions regarding the fields you
are entering, press <F1> for help.
STEP TEN
From the Main Menu you will now want to select <E> for EMPLOYEE RECORDS.
This will take you to the EMPLOYEE RECORDS screen. Select <E> for EDIT and
<A> for ADD; you may now enter your Employees master file records. The fields
and their explanations are listed in the Employee Records section of this manual.
If you have any questions regarding the fields you are entering, press <F1> for
help.
You are now ready to start saving time and money with the Time Counts Time and
Attendance System. I am sure you will find this program to be easy to learn and
use.
Peripheral Data Systems is constantly working on improving and enhancing the
Time Counts program and your comments would be greatly appreciated.
This allows you to experience all of the features available before returning it.
Don't be surprised if a Peripheral Data Systems customer service representative
calls you after you return the questionnaire. We read each and every one
carefully for hints to enhance our system, and occasionally, we come across
some comments which clue us into a problem in the way your system is setup.
If we feel we can help you solve your problem, we will certainly try.
NOTE: If you have more than one clock connected to your Computer, refer to
section 4-2 Installation for the proper set-up for multiple clocks. Time
Counts comes configured for manual entry at the computer but is designed
to use one electronic time clock as entry of your employees punches.
1-7 LIMITED WARRANTY PAGE 10
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Peripheral Data Systems warrants that equipment delivered to its authorized
distributor/dealer shall be free from defects in material and workmanship for a
period of ninety (90) days from the date of delivery or until equipment is
delivered to end user.
In addition, Peripheral Data Systems warrants equipment delivered to an end user
by Peripheral Data Systems or one of its authorized distributor/dealers to be
free from defects in material and workmanship for an additional ninety (90) day
period, provided the end user has returned the warranty registration card to
Peripheral Data Systems within 15 days following delivery.
In no event, however, shall Peripheral Data Systems have any obligation under
this warranty after one hundred eighty (180) days from date of original shipment.
If during the warranty period, any unit or component of said unit becomes
inoperative by reason of defective materials or workmanship, Peripheral Data
Systems shall, at its option, supply and exchange replacement part or request
return of equipment, freight prepaid, to Peripheral Data Systems or one of its
authorized service centers for repair. Return shipment and replacement are
shipped prepaid by Peripheral Data Systems via surface transportation. Air
(second or next day) shipments, when requested, are at the owner's expense.
Peripheral Data Systems shall be released from all obligations under this
warranty in the event equipment is subject to misuse, neglect, accident or
improper installation or if repairs or modifications are made to equipment, by
persons other than Peripheral Data Systems own or authorized service personnel
unless such repairs by others are made with the written consent of Peripheral
Data Systems.
The Time Counts Time and Attendance System Software is believed to be in
compliance with the State of California Board of Labor Relations, however
because of the ever changing regulations and complexity of some regulations
Peripheral Data Systems does not warrant the accuracy of any feature contained
within. Peripheral Data Systems highly recommends that before programming the
system that you check with your local governing body for the proper and legal
methods of tracking your employees time.
Peripheral Data Systems assumes no responsibility or liability for the accuracy,
methods or use of the Time Counts System.
THE ABOVE WARRANTY IS IN LIEU OF ALL OTHER WARRANTIES,
EXPRESSED OR IMPLIED. THERE ARE NO WARRANTIES WHICH EXTEND
BEYOND THE FACE HEREOF, INCLUDING, BUT NOT LIMITED TO
WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE.
Peripheral Data System shall not be liable to any person for any special,
indirect or consequential damages, including, but not limited to, lost profits,
or from any cause whatsoever arising out of or in any way connected with the
manufacture, sale, handling, repair, maintenance or use of the products, and in
no event shall Peripheral Data Systems liability exceed the purchase price of
the products.
1-8 TIME COUNTS MAIN SCREEN PAGE 11
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Time Counts Screen is shown below in figure 2. In the top left hand corner
you will find your Time Counts version number (v1.00 in this figure). In the
top right hand corner you will find the current date and time. At the top center
you will find the company name you entered upon installation. In the middle left
of the screen is the MAIN MENU.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞══════════════════════════════════════════════════════════════════╡ │
│ ╒═ MAIN MENU ════════╕ │
│ │ Punch Gathering │ │
│ │ Time Cards │ │
│ │ Department Codes │ │
│ │ Employee Records │ │
│ │ Reports Menu │ │
│ │ Special Codes │ │
│ │ Utilities Menu │ │
│ │ Work Shifts │ │
│ │ Quit │ │
│ ╘════════════════════╛ │
╞══ Help Menu ═════════════════════════════════════════════════════╡
│Automatic processing of the Time Clocks punches. │
│ To scroll options. Enter ══╛ or first letter to select. F1=HLP│
╘══════════════════════════════════════════════════════════════════╛
<Figure 2>
The main menu boxes consist of selections for you to choose from. To make a
selection, you may either press the letter on your keyboard that matches the
first letter of the selection you want, or use the up and down cursor (arrow)
keys to highlight the selection and press <Enter>. If you use the cursor (arrow)
keys, notice that the line directly below the "Help Menu" at the bottom of the
screen prompts you regarding the selection you highlight.
If you select:
<A> for Punch Gathering, Time Counts will poll, or gather the punches from
all clocks, process the punches and print a transaction log of all
punches polled.
<T> for Time Cards: Time Counts will display the Time Cards screen. The
employee shown will be the first employee in the database, and the week
shown will be the most recent week worked.
<D> for Department Codes: Time Counts will display the Department Codes
screen. The first Department in the database will be displayed.
<E> for Employee Records: Time Counts will display the Employee Records
screen. The first employee in the database will be displayed.
<R> for the Reports Menu: Time Counts will pop up another menu box of
reports available to you.
<S> for Special Codes: Time Counts will display the Special Codes Screen.
The first Special Code in the database will be displayed.
<U> for the Utilities Menu: Time Counts will pop up another menu box of
Utilities available for you.
<W> for Work Shifts: Time Counts will display the Work Shifts screen. The
first Work Shift in the database will be displayed.
<Q> for Quit: Time Counts will close all open files and return you to the
DOS prompt.
1-9 DROP DOWN MENUS PAGE 12
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Through-out Time Counts, you will find drop down menus as shown below, in figure
2. These menus are all the same, except that in certain screens, one or more
features/selections may be disabled. The disabled features/selections will be
apparent because they will be blacked out, as opposed to available features/
selections. To select an option from the drop down menu, you may either press
the first letter of the option you wish to select, or use the cursor (arrow)
keys to highlight the option and press <Enter>. The option selected will drop
down a sub-menu with more options. You may select these sub-options the same way
as the drop down menu options. You may either press the first letter of the
selection or use the cursor (arrow) keys to highlight the option you want and
press <Enter>, or press <Esc> to return to the main drop down menu.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════════════════════════════════════════════════════╡
│ Felix, Junior C Co#: 1 Plcy#: 1 Shft#: 1 Payrate: 5.000 │
│ File#: 800 Dept_Code: 1080 SS#: 888-99-1111 Week Start Day: MON │
╞════════════════════════ PUNCH INFORMATION ══════════════════════════════╡
│ Day Date Dept_code In Out In Out Actual Adj. │
│ │
│ MON 05/27/91 1080 8.05 11.50 12.00 16.50 7.95 8.00 │
│ TUE 05/28/91 1080 7.95 16.48 8.53 7.50 │
│ WED 05/29/91 1080 8.06 16.98 8.92 8.00 │
│ THU 05/30/91 1080 7.02 16.59 9.57 8.50 │
│ FRI 05/31/91 1080 8.02 16.98 8.96 8.00 │
│ SAT 06/01/91 │
│ SUN 06/02/91 │
╞═════════════════════════════════════════════════════════════════════════╡
│ Reg: 31.50 OT: 0.50 PT: 0.00 Spec: 0.00 Prev: 0.00 Gross: 161.25 │
│ │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 3>
The drop down menu selections consist of the following:
QUIT Exits the present screen and returns you to the previous menu.
EDIT Allows you to ADD, CHANGE, DELETE, LIST, REPORT, INDEX
and PURGE records in the current screen.
GOTO Allows you to go to a specific record in the database. You can select
from different fields to go to such as NAME, FILE NUMBER, BADGE
NUMBER etc.. The entry you make into the goto field must be an exact
match to the data stored in the field, or it will not be found.
LOCATE Locate works the same as goto, except that you don't need an exact
match to find the record you want. Enter an employee's last name (or
as much of the last name as you know) and LOCATE will find the closest
record and display it. You can select the record you want from here.
1-8 DROP DOWN MENU CONT'D PAGE 13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
SET-QRY Will allow you to only view data which matches certain conditions. For
example: You only want to view employees who work in Department #
100. These conditions may be stacked, meaning you could ask for
employees who worked in department 100, and shift 2, and pay rates
greater than $ 5.00.
FROMTO Will let you pick the date ranges you wish to view whether it be one
day, one week or a month. These dates will be loaded into memory and
one week shown on the screen. To view a different week, press <Page up>
or <Page Dn>.
ORDER Will let you set the viewing order whether it be by file number, last
name, department code, etc..
NEXT Will display the next record in the database based on the ORDER you
have selected.
PREV Will display the previous record in the database based on the ORDER
you have selected.
BROWS Will display the records in database format. You will be prompted to
select the fields you wish to view, as not all fields will fit on the
screen at once. You may use the cursor (arrow) keys to see fields off
the screen, however, if you have certain fields you wish to see, it is
much quicker to set them as the first fields displayed. Records may be
edited in browse mode.
2-1 PUNCH GATHERING PAGE 14
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Punch Gathering is used to "Poll" or "Gather the punches from the employee time
clocks. While gathering the punches, Punch Gathering will make two back up
copies of the punches. When you select Punch Gathering, a shadow box (shown in
figure 4 below) will appear to the right of the screen and sequentially display
status messages of the "polling" or "gathering" process. Once "polling" is
complete, Punch Gathering will print a log of the punch transactions as an audit
trail (required by local agencies), and also report any badge numbers which were
not found. These "orphan punches" are not lost, but are stored for recovery the
next time Punch Gathering is run. Such "orphan punches" may occur if an employee
is given a badge to punch in with, but he has not yet been entered into the
Employee Records. If this is the case, you may correct the problem by entering
the employee into the Employee, Records and the next time you run Auto
Processing the punches will be processed.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞══════════════════════════════════════════════════════════════════╡ │
│ ╒═ MAIN MENU ═════════╕ │
│ │ Punch Gathering │ ╒Punch Gathering Menu ════╕ │
│ │ Time Cards │ │ Clock Records Polled │ │
│ │ Department Codes │ │-------------------------│ │
│ │ Employee Records │ │ S00 824 Good │ │
│ │ Reports Menu │ │ S01 243 Good │ │
│ │ Special Codes │ │ │ │
│ │ Utilities Menu │ │ Total Punches: 1067 │ │
│ │ Work Shifts │ │ ╒═════════════════════╕ │ │
│ │ Quit │ │ │ PUNCH GATHERING │ │ │
│ ╘═════════════════════╛ │ │ COMPLETE │ │ │
╞══ Help Menu ══════════════════════│ │RETURN FOR MAIN MENU │ │════╡
│Automatic processing of the Time Cl│ ╘═════════════════════╛ │ │
│ To scroll options. Enter ══╛ or╘═════════════════════════╛=HLP│
╘══════════════════════════════════════════════════════════════════╛
<Figure 4>
Upon purchase of the Time Counts System one (1) time clock is programmed into the
Communications database (Main Menu/Utilities Menu/Time Clock Utilities/
Communications) and is ready for operation via RS-232 direct connection.
If, however you wish to communicate with the clock via modem or you purchased
more than one clock you must modify the record in the Communications database.
See Hardware installation under the type of clock you purchased with the system.
If you experience any problems during Punch Gathering first check the trouble-
shooting section of this manual.If you continue to have problems and can't find
any help in the manual please contact Peripheral Data Systems customer service
department at (714) 594-8660.
2-2 TIME CARDS PAGE 15
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Time Card Screen will allow you to view the employee punches based on
parameters set by you via the pull down menus, as shown in figure 4 below. The
most current week will be displayed when you enter the Time Cards screen. You
may set such parameters as SET_FL, FROM-TO and ORDER. It is recommended that you
first set the FROM-TO dates you wish to view, then set the ORDER you wish to
view it in, and then any filters ( SET-FL ) you may want.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════════════════════════════════════════════════════╡
│ Felix, Junior C Co#: 1 Plcy#: 1 Shft#: 1 Payrate: 5.000 │
│ File#: 800 Dept_Code: 1080 SS#: 888-99-1111 Week Start Day: MON │
╞════════════════════════ PUNCH INFORMATION ══════════════════════════════╡
│ Day Date Dept_code In Out In Out Actual Adj. │
│ │
│ MON 05/27/91 1080 8.05 11.50 12.00 16.50 7.95 8.00 │
│ TUE 05/28/91 1080 7.95 16.48 8.53 7.50 │
│ WED 05/29/91 1080 8.06 16.98 8.92 8.00 │
│ THU 05/30/91 1080 7.02 16.59 9.57 8.50 │
│ FRI 05/31/91 1080 8.02 16.98 8.96 8.00 │
│ SAT 06/01/91 │
│ SUN 06/02/91 │
╞═════════════════════════════════════════════════════════════════════════╡
│ Reg: 31.50 OT: 0.50 PT: 0.00 Spec: 0.00 Prev: 0.00 Gross: 161.25 │
│ │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 5>
If you selected more than one week to view, be aware that only one week is
displayed at a time. The screen just isn't big enough to display any more. To
see the rest of the weeks you requested, just press <Page Dn>. Notice, as you
press <Page Dn> that the totals at the bottom have two (2) lines. The top line
is showing the current hours for the week displayed. The second line shows the
accumulated hours from the first date requested through and including the week
being displayed on the screen.
ERRORS - While perusing the Time Cards, you may see three (3) types of errors,
ERROR, DEPT ERR#, SHIFT ERR.
An ERROR message displayed on the right side of the screen is warning you that
their is an odd number of punches or there are to many punches (eight punches
per day is maximum).
A DEPT ERR# is telling you that there is a discrepancy in the departments this
employee worked. The only way for this to be wrong is if you change a department
code from the time card screen. When punches come from the clock, the department
assigned to the employee in the employee screen is assigned to the punch. If,
however, this employee worked in a different department and you wish to manually
make the change for reporting purposes, or the department pay rate is higher
than the employees, you may edit the record. Both the in and out punch must be
changed to reflect the new department or the DEPT ERR# will be displayed and the
totals at the bottom of your screen may not be correct. Time Counts will even
tell you which two punches have the DEPT ERR#.
2-2 TIME CARDS CONT'D PAGE 16
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The # will be replaced by a 1 for the first pair of punches (punches one and
two ), a 2 for the second pair (punches three and four) , a 3 for the third
pair (punches five and six ),and a 4 for the fourth pair of punches (punches
seven and eight).
A SHIFT ERR means the employee's punches for that day have more than one shift
assigned. An employee is only allowed to work one shift per day, as there could
be conflicts to the shifts policies when applied. If you have a situation where
employees work more than one shift at time, then you should create a shift for
this specific situation and take into account what you want Time Counts to apply
to this employees punches if he/she works the two shifts.
EDITING RECORDS
There are a few different ways to edit records into the time cards database.
EDIT/ADD is the first method and only lets you add new records. The EDIT/ADD
screen is shown below in figure 6. SELECT EDIT/ADD and the add box will be
displayed for you. Enter the information you want added to the database. Any
employee may be added from here. If the file number, dept. code, special code,
shift number or policy number is not valid, a pick list of valid selections will
be displayed, and you may highlight the one you want and press <Enter>. Please
take special notice that this add box is asking for the Date you want the time
applied to. For example, an out punch which occurs at 1:30 am on 06/30/91 for a
shift that started on 06/29/91 and has crossed midnight, should be entered as
time of 1:50 and a date of 06/29/91, as Time Counts will adjust the date for you.
After you have entered the record, you will be asked if you wish to save this
record permanently in the database.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════════════════════════════════════════════════════╡
│ Felix, Junior C Co#: 1 Plcy#: 1 Shft#: 1 Payrate: 5.000 │
│ File#: 800 Dept_Code: 1080 SS#: 888-99-1111 Week Start Day: MON │
╞════════════════════════ PUNCH INFORMATION ══════════════════════════════╡
│ Day Date Dept_code In Out In Out Actual Adj. │
│ ╒═ Add Punch ═════════════════╕ │
│ MON 05/27/91│ File# Last First Name M │ 7.95 8.00 │
│ TUE 05/28/91│ 800 Felix Junior C │ 16.48 8.53 7.50 │
│ WED 05/29/91│ │ 16.98 8.92 8.00 │
│ THU 05/30/91│ Shift Date Time Payrate │ 16.59 9.57 8.50 │
│ FRI 05/31/91│ 06/01/91 8.02 5.000 │ 16.98 8.96 8.00 │
│ SAT 06/01/91│ │ │
│ SUN 06/02/91│ Shift# Policy# Dept_code │ │
╞══════════════│ 1 1 1080 │════════════════════════════╡
│ Reg: 31.50 O╘═══ ═════════════════════════╛Prev: 0.00 Gross: 161.25 │
│ │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 6>
2-2 TIME CARDS CONT'D PAGE 17
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
If something was not entered properly, enter "N" for no and press <Enter>, if
all is okay, enter "Y" and press <Enter>.
EDIT/CHANGE is the second method. Select EDIT/CHANGE and the change screen
will be displayed, as shown in figure 7 below. Only the employee whose time card
was displayed when EDIT/CHANGE was selected may be changed. Use the cursor
(arrow) keys to highlight the field you wish to change and press <Enter>. The
value in the field you have selected to change will be displayed at the top of
the change screen and you may now enter the new value you want to assign to it.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════════════════════════════════════════════════════╡
│ Felix, Junior C Co#: 1 Plcy#: 1 Shft#: 1 Payrate: 5.000 │
│ File#: 800 Dept_Code: 1080 SS#: 888-99-1111 Week Start Day: MON │
╞═════════════════════════════════════════════════════════════════════════╡
│ There are no fields currently being edited. │
│File# Date Time# Policy# Shift# Dept_code Pay_rate│
╞════════╤════════╤═══════╤══════════╤══════════╤══════════════╤══════════╡
│ 800 │05/27/91│ 7.89 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 16.54 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 7.97 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 16.49 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/28/91│ 7.97 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/28/91│ 16.49 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/29/91│ 7.93 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/29/91│ 16.53 │ 1 │ 1 │ 1080 │ 5.000 │
╞═════════════════════════════════════════════════════════════════════════╡
│ F1=Help <Insert> to Add Punch <Del> to Delete Punch <Return> to Edit │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 7>
To ADD a record in the EDIT/CHANGE mode, press <Insert> and the add box will
be displayed, as in figure 8 on the next page. You will add the record the same
as explained above in EDIT/ADD, except that this add box wants you to enter the
"actual date" the punch would have occurred. For example, if you are adding a
punch out at 1:30 am on 6/30/91, you would enter a time of 1:50 and a date of
06/30/91.
To delete a record in EDIT/CHANGE, use the cursor (arrow) keys to highlight the
record you wish to delete and press <Delete>, the word deleted will be displayed
in the upper right corner of the screen for any deleted records.
2-2 TIME CARDS CONT'D PAGE 18
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
BROWS is the third and last method for editing records. The browse screen is
shown in figure 8 below. In the browse mode, you may add and delete records,
as well as change fields for any employee, not just the selected employee when
you entered the browse mode. To add a record in BROWS, press <Insert> and the
add box will be displayed. To add the record, follow the same procedure
explained in EDIT/ADD, except that this add box wants you to enter the actual
date the punch would have occurred. For example, if you are adding a punch out
at 1:30 am on 6/30/91, you would enter a time of 1:50 and a date of 06/30/91.
To delete a record in EDIT/CHANGE, use the cursor (arrow) keys to highlight the
record you wish to delete and press <Delete>. The word deleted will be displayed
in the upper right corner of the screen for any deleted records.
╒═════════════════════════════════════════════════════════════════════════╕
│ Felix, Junior C Co#: 1 Plcy#: 1 Shft#: 1 Payrate: 5.000 │
╞═════════════════════════════════════════════════════════════════════════╡
│ There are no fields currently being edited. │
│File# Date Time# Policy# Shift# Dept_code Pay_rate│
╞════════╤════════╤═══════╤══════════╤══════════╤══════════════╤══════════╡
│ 800 │05/27/91│ 7.89 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 16.54 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 7.97 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/27/91│ 16.49 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/28/91│ 7.97 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/28/91│ 16.49 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/29/91│ 7.93 │ 1 │ 1 │ 1080 │ 5.000 │
│ 800 │05/29/91│ 16.53 │ 1 │ 1 │ 1080 │ 5.000 │
╞═════════════════════════════════════════════════════════════════════════╡
│ Press --' <Enter> to edit fields. Arrow keys to move cursor. │
│ Press <Esc>ape when finished. │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 8>
2-3 DEPARTMENT CODES PAGE 19
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Department Codes screen uses the same drop down menu as described in
section 2-0, and is shown in figure 9 below. There are only three (3) fields in
the Department Codes Screen.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════ DEPARTMENT CODES ══════════════════════════════╡
│ │
│ │
│ ╒═══════════════════════════════════╕ │
│ │ Department Code: 1020 │ │
│ │ Department Name: Front Desk │ │
│ │ Department Rate: 12.00 │ │
│ │ │ │
│ ╘═══════════════════════════════════╛ │
│ │
│ │
│ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit this menu and return to the main menu. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 9>
DEPARTMENT CODE is a 10 digit alpha-numeric field which should refer to the
Departments name. This Department Code is what is stored with each punch in the
time database.
DEPARTMENT NAME is a twenty digit alpha-numeric field for the actual
Department Name you wish displayed on the reports.
DEPARTMENT RATE field is used if you assign a pay rate to the Departments. This
is only to be used if the employee is borrowed to a Department other than the
Department assigned to this employee's master file. The system will compare the
employees pay rate and the Department rate, and assign the higher of the two to
these hours.
2-4 EMPLOYEE RECORDS PAGE 20
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Employee Records is where employees are added, changed, deleted, reported on etc.
The Employee Records screen is shown below in figure 10.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═════════════════════════ EMPLOYEE RECORDS ══════════════════════════════╡
│ │
│ File# Badge# Last Name First Name M SS Number │
│ 800 8 Felix Junior C 888-99-111 │
│ │
│ Hire Date Laid-off Re-hired Terminate Phone Number Ext. │
│ 01/01/91 / / / / / / 1-714-555-1212 101 │
│ │
│ Dept. Code Department Name Dept. Rate Shift# │
│ 1080 Front Desk 12.000 1 │
│ │
│ Policy# Co# Company Name Code Pay Rate Salaried │
│ 1 1 Southeastern Conference SEC 5.000 N │
│ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit this menu and return to the main menu. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 10>
FILE NUMBER - is the unique employee number (up to six (6) digits) assigned to
the employee. This File number is fixed and may not be changed.
This File number should match your payroll's (and or accounting)
employee number.
BADGE NUMBER- is the unique number encoded on the employee's badge. This badge
number is changeable in Time Counts, as the badge could be lost or
damaged and need to be replaced. The badge number is stored in the
employee time clock along with the time and date when a punch
occurs. When Punch Gathering is run, Time Counts matches the badge
number stored in the clock with the badge number in the employee
database, and stores the employee's file number along with the
punch information in the Time database. From this point on, all
records use the employee File number instead of the badge number.
NAMES:
LAST,FIRST,M- is the employees actual last and first names and middle initial.
SS_NUMBER - is the employees Social Security number. Although this number
should never change, Time Counts will let you change it if
necessary.
HIRE DATE - is the date you hired the employee. This date is here for
reporting capabilities only.
LAID_OFF - is available if the employee is laid off temporarily and you do
not want the employee to show on your reports.
2-4 EMPLOYEE RECORDS CONT'D PAGE 21
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
RE-HIRED - is available to re-activate LAID_OFF employees and start reporting
on these individuals again. You may also through EDIT/CHANGE,
remove any date from the LAID_OFF field to accomplish the same
result if you do not wish to maintain the dates LAID_OFF and
RE-HIRED.
TERMINATE - is available for employees permanently terminated. Once a
TERMINATED date is entered, this employee will not appear on
reports. Although this is meant to be permanent, you may use
EDIT/CHANGE to remove any date entered in this field and, as a
result, re-activate the employee.
PHONE NUMBER- is a field to track the employees home phone number. This is for
reporting purposes only and is not used by Time Counts.
EXT - is the phone extension this employee may be found within the
company.
DEPT. CODE - is the home Department Code this employee is being assigned to.
If you are not sure of the code, you may press <F5> for a pick
list of available departments. If you enter a department that is
not defined, a pick list will automatically pop-up for you to
choose from.
DEPT. NAME - will be automatically filled out by Time Counts when the
Department Code is selected.
DEPT. RATE - will be filled out by Time Counts when the Department Code is
selected.
SHIFT# - is the shift this employee is assigned to. If you are unsure of
the available numbers, press <F5> for the pick list. If you enter
a number that is not defined, the pick list will be displayed
automatically for you.
POLICY# - is the Company Policy this employee is assigned. If you are
unsure of the Policy numbers, press <F5> for the pick list.
If you enter a number that is not defined, the pick list will be
displayed automatically.
COMPANY # - will be filled out by Time Counts when the Company Policy is
selected.
COMPANY NAME- will be filled out by Time Counts when the Company Policy is
selected.
CODE - is the three (3) digit code used by most payroll services for
company identification and will be filled out by Time Counts when
the Company Policy is selected.
PAY RATE - is the rate at which this employees home hours are to be
calculated.
SALARIED - is a field to report hourly versus salaried employees for
reporting purposes only.
2-5 REPORTS MENU PAGE 22
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The REPORTS MENU is where all reports based on the punches are generated. The
Reports Menu is shown below in figure 11.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞══════════════════════════════════════════════════════════════════╡ │
│ ╒═ MAIN MENU ═════════╕ │
│ │ Punch Gathering ╒═ REPORTS MENU ════════╕ │
│ │ Time Cards │ Punch Exceptions │ │
│ │ Department Codes │ Hours by Employee │ │
│ │ Employee Records │ Time Card Report │ │
│ │ Reports Menu │ Department Codes │ │
│ │ Special Codes │ Work Shift Totals │ │
│ │ Utilities Menu │ Summary Reports │ │
│ │ Work Shifts │ Error List Report │ │
│ │ Quit │ Return to Main Menu │ │
│ ╘════════════════════╘═══════════════════════╛ │ │
╞══ Help Menu ═════════════════════════════════════════════════════╡
│Automatic processing of employee punches. │
│ To scroll options. Enter ══╛ or first letter to select. F1=HLP│
╘══════════════════════════════════════════════════════════════════╛
<Figure 11>
PUNCH EXCEPTIONS - includes many options such as absent, present, in-early, in-
late, out-early, out-late, no lunch taken, short lunch, long
lunch, special hours, overtime worked, premium time worked,
shift errors, department errors and missing punches, as
shown below.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞═══════════════════════╒══ EXCEPTION REPORT MENU ════════════════╤╡ │
│ ╒═ MAIN MENU ═════════│ Use report database generated on: ││
│ │ Punch Gathering ╒│ Date: 11-05-91 Time: 5:47pm ││
│ │ Time Cards ││ Range: / / To / / (Y/N): Y ││
│ │ Department Codes ││ <N>ame or <F>ile number order? : N ││
│ │ Employee Records ││ Set Query over the report? (Y/N): Y ││
│ │ Reports Menu ││ <S>creen, <D>isk or <P>rinter? : P ││
│ │ Special Codes ││ Report Name : EXCEPT ││
│ │ Utilities Menu ││ Absent :Y Premium Hrs :Y ││
│ │ Work Shifts ││ Present :Y Special Hrs :Y ││
│ │ Quit ││ In Early :Y Dept. Errors :Y ││
│ ╘════════════════════││ In Late :Y Shift Errors :Y ││
│ ││ Out Early :Y No Lunch :Y ││
│ ││ Overtime Hrs:Y Long Lunch :Y ││
╞══ Help Menu ═════════││ Missing Pnch:Y Save Settings:Y ││
│Automatic processing o╘│ ││
│ To scroll options. E╘═════════════════════════════════════════╛│
╘══════════════════════════════════════════════════════════════════╛
<Figure 12>
2-5 REPORTS MENU - Continue'd PAGE 23
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
HOURS BY EMPLOYEES - shows what the regular, overtime, premium, special and
gross dollars were for the employees during the dates
requested.
TIME CARD REPORT - actual Time Card Report showing the in and out punches for
each day requested, as well as the accumulated hours and
dollars for the pay period requested. Note: These Time Cards
Reports are structured meaning they force a true pay period,
and they include signature lines for both the employee and
supervisor. If you are attempting to run a report that does
not conform to standard pay period rules, you may run the
report from the TIME CARDS screen. Use EDIT/REPORT to
generate this report.
DEPARTMENT TOTALS - during the dates requested, shows what each Departments
regular, overtime, premium, special and gross dollars were.
WORK SHIFT TOTALS - during the dates requested, shows what each Work Shifts
regular, overtime, premium, special and gross dollars were.
SUMMARY REPORTS - a summary of the Time Card Report showing total hours for
each day within the dates requested, as well as the
regular, overtime, premium, special and gross dollars for
the period.
ERROR LIST REPORT - will print an error listing of all of the odd number of
punches, as well as any department or shift errors. This
report may be sent to the printer. The entire requested
period will be printed for any employees found with an
error.
2-6 SPECIAL CODES PAGE 24
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Special Codes is where you will enter any hours, paid or unpaid, you wish to
report on, such as Vacation, Sick, Personal, Jury Duty, etc. The Special Codes
Screen is shown below in figure 13.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞═══════════════════════════ SPECIAL CODES ═══════════════════════════════╡
│ │
│ │
│ ╒═══════════════════════════════════╕ │
│ │ Special Code: Spec_Sick │ │
│ │ Special Name: Sick Time Paid │ │
│ │ Special Rate: 1.00 │ │
│ │ │ │
│ ╘═══════════════════════════════════╛ │
│ │
│ │
│ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit this menu and return to the main menu. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 13>
SPECIAL CODE - is the five (alpha numeric) digit code you will use to log hours
to employees time cards. If you are using a custom export file
that transmits special codes to your payroll, the last digit must
reflect the corresponding payroll code for the export file.
SPECIAL NAME - is the name of the hours you are defining, such as Vacation Paid,
Sick un-paid etc. This field is twenty characters long and is
alpha numeric.
SPECIAL RATE - if the hours assigned to this code are to be paid for at the
employees pay rate, enter 1.00. If these hours are unpaid hours,
leave the rate at 0.00. If these hours are paid at a percentage
of the employees pay rate, enter the percentage here (ie:half
time would be 0.500).
2-7 UTILITIES MENU PAGE 25
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Utilities Menu offers additional selections and is shown below in figure 14.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞══════════════════════════════════════════════════════════════════╡ │
│ ╒═ MAIN MENU ═════════╕ │
│ │ Punch Gathering ╒═ UTILITIES MENU ══════╕ │
│ │ Time Cards │ Company Policy │ │
│ │ Department Codes │ Time Clock Utilities │ │
│ │ Employee Records │ End of Period │ │
│ │ Reports Menu │ Define Colors │ │
│ │ Special Codes │ Printer Setups │ │
│ │ Utilities Menu │ Index Rebuilding │ │
│ │ Work Shifts │ Return to Main Menu │ │
│ │ Quit ╘═══════════════════════╛ │
│ ╘═════════════════════╛ │
╞══ Help Menu ═════════════════════════════════════════════════════╡
│Company Policy allows for adding and reporting of policy info. │
│ To scroll options. Enter ══╛ or first letter to select. F1=HLP│
╘══════════════════════════════════════════════════════════════════╛
<Figure 14>
UTILITIES MENU/COMPANY POLICY
The Company Policy Screen shown in figure 18 below allows you program you
Companies pay policies into the system.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞══════════════════════════ COMPANY POLICY ═══════════════════════════════╡
│ ╒═════════════════════════════════════════════════════════════╕ │
│ │ Number Code Company Name │ │
│ │ 1 SEC SOUTHEASTERN CONFERENCE │ │
│ │ │ │
│ │ Policy Number..: 1 Rounding.......: D │ │
│ │ Week Start Day.: MON Rounding Period: 25 │ │
│ │ Pay Period Type: W Rounding Adjust: 13 │ │
│ │ Overtime Days..: SAT Grace-In.......: 0.00 │ │
│ │ Premium Days...: SUN Grace-Out......: 0.00 │ │
│ ╘═════════════════════════════════════════════════════════════╛ │ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit this menu and return to the main menu. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 18>
NUMBER - is the unique two (2) digit Company number assigned to this Company.
CODE - is the three (3) digit alpha-numeric code used for outside Payroll
Services.
2-7 UTILITIES MENU PAGE 26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
COMPANY
NAME - is the name of the Company you wish printed on the reports
sub-heading's when sorted by Company/Department.
POLICY
NUMBER - is the unique number assigned to this policy and used to identify
the policy to Time Counts while generating all reports. This number
may not be duplicated.
WEEK
START
DAY - is the day of the week which your weekly overtime calculations
start. For example, if you pay weekly overtime from Sunday through
Saturday, you would enter SUN here.
PAY
PERIOD
TYPE - enter W for weekly, B for bi-weekly, S for semi-monthly or
M for monthly.
OVERTIME
DAYS - is available for Companies who pay overtime (time and a half)
for working a specific day of the week regardless of how many hours the
employee has worked. To activate, enter SUN for Sunday, MON for Monday,
TUE for Tuesday, WED for Wednesday, THU for Thursday, FRI for Friday or
SAT for Saturday.
PREMIUM
DAYS - is available for Companies who pay premium (double time) for
working a specific day of the week, regardless of how many hours the
employee has worked. To activate, enter SUN for Sunday, MON for Monday,
TUE for Tuesday, WED for Wednesday, THU for Thursday, FRI for Friday or
SAT for Saturday.
ROUNDING - is used to round the actual punches to the nearest value entered into
the ROUNDING PERIOD. Valid entries are N for no rounding, Y for
rounding the first in and last out punch of the day only, A for
rounding all punches for the day, or D for rounding the total hours
for the day only. If rounding is selected, GRACE IN & OUT are not
available. You may use one or the other, but not both. Please check
with your local governing bodies for the proper and legal use of
these features in your state.
ROUNDING
PERIOD- is the value to be rounded to, ie: for quarter hour rounding, enter 15
(remember, everything is entered in minutes), for tenth hour rounding
enter 6, etc.
ROUNDING
ADJUST- is the value in minutes to round back and punches following this will
be rounded forward to the next ROUNDING PERIOD.
2-7-2 UTILITIES MENU/COMPANY POLICY PAGE 27
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
GRACE
IN - if you have selected not to use ROUNDING, you may enter the time in
minutes prior to the shift start time that the employee may punch and
still be paid from the shift start time. For example, if you have a
shift start time of 8:00 and you give your employees fifteen minutes to
punch in, but you do not want to pay them for this early time, enter 15.
Punches outside this grace period will be calculated as actual times.
GRACE
OUT - if you have selected not to use ROUNDING, you may enter the time in
minutes after the shift stop time that the employees may punch and
still be paid to the shift stop time. For example, if you have a shift
stop time of 18:00 and you give your employees fifteen minutes to punch
out, but you do not want to pay them overtime, enter 15. Punches outside
this grace period grace period will be calculated as actual times.
2-7-2 UTILITIES MENU/TIME CLOCK UTILITIES
Time Clock Utilities is a sub-menu consisting of three selections having to do
with the time clocks connected to your system, and is shown in figure 19 below.
╒══════════════════════════════════════════════════════════════════╕
│ PDS-DT PERIPHERAL DATA SYSTEMS 11/02/91 │
│ V 1.00 TIME & ATTENDANCE PROGRAM 5:27pm │
╞══════════════════════════════════════════════════════════════════╡ │
│ ╒═ MAIN MENU ═════════╕ ╒═ TIME CLOCK UTILITIES ═╕
│ │ Punch Gathering ╒═ UTILITIES MENU ═│ Time Clocks │
│ │ Time Cards │ Company Policy │ Communications │
│ │ Department Codes │ Time Clock Utili│ Status Log │
│ │ Employee Records │ End of Period │ Previous Menu │
│ │ Reports Menu │ Define Colors ╘════════════════════════╡
│ │ Special Codes │ Printer Setups │ │
│ │ Utilities Menu │ Index Rebuilding │ │
│ │ Work Shifts │ Return to Main Menu │ │
│ │ Quit ╘═══════════════════════╛ │
│ ╘═════════════════════╛ │
╞══ Help Menu ═════════════════════════════════════════════════════╡
│Backup the current files to disk. │
│ To scroll options. Enter ══╛ or first letter to select. F1=HLP│
╘══════════════════════════════════════════════════════════════════╛
<Figure 19>
TIME CLOCKS - will search your comm.dbf for any clocks connected to your system
and, one at a time, show you the time and date of the clock. Time
Counts will then ask you if you wish to change the time or date
for the clock shown. If you do not want to make a changes, press
enter (N is already defaulted to in the response field). If you
want to change the time or date, Time Counts will show you the
system time and date on your computer, you may accept this time
and date or change them to your liking, then answer "Y" and
<Enter>. Time Counts will now show you the next Clock, if any,
or tell you "No more clocks found."
2-7-3 UTILITIES MENU/TIME CLOCK UTILITIES PAGE 28
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
COMMUNICATIONS - will take you to the comm.dbf and let you enter or change the
clocks communications data. Time Counts automatically installs your first time
clock if you are using the direct connect configuration. To add additional
clocks, first you must purchase the clocks from Peripheral Data Systems or your
authorized dealer.
Clocks are custom configured and if purchased else-where will not work with Time
Counts. When your additional clock is delivered it will have instructions
explaining proper installation.
Please Note: if you are unsure of what you are doing, please call Peripheral
Data Systems Customer Service Department before making any changes,
as a wrong entry will make it impossible for Time Counts to Poll
(gather punches) from your clocks.
STATUS LOG - The status Log is for our Customer Service personnel to
troubleshoot any problems you may have polling (gathering punches) from your
time clocks. See Appendix B for information on the error codes.
PREVIOUS MENU - Returns you to the Utilities menu.
2-7-4 UTILITIES MENU/END OF PERIOD
END OF PERIOD is the procedure used to remove the punch information no longer
needed for your current pay period. By removing these old punches, you will
maintain the optimum operating speed of Time Counts. If you have Archive
activated, you will not be losing these punches as they will be stored in the
Archive database for future viewing and reporting.
The End of Period procedure will ask you for a date. This date should always
fall on your Company's week start date (as entered in your Company Policy). This
date should also be equal to, or less than, the first day of your current pay
period. Time Counts will deduct one day (so as not to erase the first day of
your current pay period) and also a second day to insure Companies using the
shift ahead feature don't lose any current pay period information.
PLEASE NOTE: If your Company is using sixth-day overtime, you MUST use a date
that falls on your Company's week start day and is AT LEAST five
(5) days prior to your current pay period starting date. This is a
must, as Time Counts needs the previous five (5) days to your
current pay period to check for sixth day overtime.
If you enter a date that falls on a day other than your company's
week start date, Time Counts will not accept it. You will be shown
a message telling you what day of the week your week start day
falls on and be prompted to re-enter the date.
Once you have entered a valid date, Time Counts will mark records
for deletion, check to see if the Archive is activated and, if so,
copy the marked records into the Archive database, then purge the
deleted record from the time database. This procedure may take some
time as, after purging, all of the indexes for current databases
are rebuilt (if this is the first time you have run an
End-of-Period the Archive files will be re-indexed also).
2-7-6 UTILITIES MENU/DEFINE COLORS PAGE 29
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Define Colors will let you completely re-define the colors that Time Counts
displays. The Define Colors screen is shown in figure 21 below.
╒═════════════════════════════════════════════════════════════════════════╕
│ Datatrac CUSTOMIZED SCREEN 08/28/91 │
│ Ver. 1.1 COLOR DEFINITIONS 2:55 pm │
╞═════════════════════════════════════════════════════════════════════════╡
│ ╒═════════════════════════════════════════╕ ╒═ SECOND MENU ══════════╕ │
│ │ A-Normal Text N-2nd Menu Text │ │ This is the text color │ │
│ │ B-Text Background O-2nd Menu Back │ │ This is the Highlighted│ │
│ │ C-Highlighted Text P-2nd High Text │ ╘════════════════════════╛ │
│ │ D-High Background Q-2nd High Back │ ╒════════════════════════╕ │
│ │ E-Lines R-3rd Menu Lines │ │ This is messages. │ │
│ │ F-Lines Background S-3rd Lines Back │ │ Hit <F2> to reset the │ │
│ │ G-Menu Headings T-3rd Menu Text │ │ colors to default. │ │
│ │ H-Head Background U-3rd Menu Back │ ╘════════════════════════╛ │
│ │ I-Overall Back V-3rd High Text │ ╒════════════════════════╕ │
│ │ J-Fields/Subtitles W-3rd High Back │ │ This is text color. │ │
│ │ K-Fields Background X-Help Background │ │ This is highlighted. │ │
│ │ L-2nd Menu Lines Y-Help Background │ ╘════════════════════════╛ │
│ │ M-2nd Lines Back Z-Quit │ │
│ ╘═════════════════════════════════════════╛ │
╞══ Help Menu ════════════════════════════════════════════════════════════╡
│ The normal text forground color. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 20>
We have done a great deal of research and testing to come up with the colors we
are using. We feel that these colors are the most pleasant to look at. If,
however, you do not agree and wish to change them, please feel free. Although,
I should warn you that these colors are matched throughout Time Counts. You may
come up with some color combinations that you like better, but I suggest you
look at all of the screens as some color conflicts may occur (such as green on
green rendering any text unreadable). If you make changes and are not happy with
them don't panic. You may re-enter UTILITIES MENU\DEFINE COLORS and select <F2>
to reset the colors back to the Time Counts default. Happy Coloring.
2-7-7 UTILITIES MENU/PRINTER SETUPS PAGE 30
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The printer setups screen lets you select the type of printer you have connected
to your computer. The Printer Setups screen is shown in figure 22 below.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT ADD EDIT PICK SAVE │
╞═════════════════════════════════════════════════════════════════════════╡
│ Enter the printer mode commands using either DECIMAL ie:CHR(27)+CHR(13) │
│ or NAME (ie: CHR(27)+'w0') format. Please note CHR(13) = ESC │
│ │
│ Printer Name: Epson LQ1000 │
│ Column width of printer (80 or 132): Use NLQ mode for reports? Y │
│ │
│ Setup :CHR(27) Reset Sequence :CHR(27) │
│ Six LPI :CHR(27)+CHR(50) Eight LPI :CHR(27)+CHR(48) │
│ Ten CPI :CHR(27)+CHR(80) Twelve CPI :CHR(27)+CHR(77) │
│ Portrait :'' Landscape :'' │
│ Form feed :"FF" Form Length :CHR(27)+"C"+"66" │
│ NLQ On :CHR(27)+CHR(120)+ NLQ Off :CHR(27)+CHR(120) │
│ Bold On :CHR(27)+CHR(71) Bold Off :CHR(27)+CHR(72) │
│ Underline On :CHR(27)+CHR(45)+C Underline Off :CHR(27)+CHR(45)+ │
│ Italics On :CHR(27)+CHR(52) Italics Off :CHR(27)+CHR(53) │
│ DBL High On :'' DBL High Off :'' │
│ DBL Wide On :CHR(27)+CHR(80)+C DBL Wide Off :CHR(27)+CHR(80)+ │
│ Compressed On :CHR(27)+CHR(80)+C Compressed Off :CHR(27)+CHR(80)+ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit the printer definition file and return to the Main Menu. │
│ │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 21>
First, select PICK to see if your computer is listed in our printer database.
If your printer is not listed, check your printer's manual. There will usually
be a list of printers that use the same printer setup codes. If you select a
printer other than the one connected to your computer, it is possible you may
need to customize the code a little to get the best performance from your
printer. If you need to customize the codes, please contact Peripheral Data
Systems customer service department, as we would be more than happy to help.
We would also like to add your printers codes to the database so anyone else
using the same printer does not have to go through the customization.
Please Note: If you EDIT, PICK or customize any codes for your printer you MUST
SAVE IT. If you QUIT without selecting SAVE, all of the work you
did to customize the codes is lost.
If your printer is not on the list and you can't find any printers that use the
same code as your printer you may ADD your codes by selecting ADD and entering
your printers codes to the database. Once again, I urge you to SAVE before you
QUIT or you will lose the work you have done. If you have added a printer,
please contact Peripheral Data Systems and we will add your printer to the
database. If you need to ADD your printer and are not sure how, send us your
printer book or fax us a photo copy of your printers codes and we would be happy
to enter the codes for you and sent you the new database with your printer added.
2-7-8 UTILITIES MENU/INDEX REBUILDING PAGE 31
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
INDEX REBUILDING - If you find some unusual results in your Time Cards, or you
select and ORDER and the records are not displayed in the
ORDER you selected, your indexes may be corrupt. Selecting
INDEX REBUILDING will rebuild all of the indexes.
Corrupt indexes can occur, for instance, if your computer's electrical supply
experienced a surge (lights may flicker) or if you exit Time Counts improperly
by turning the computer off instead of QUITing. Time Counts should always be
exited by using the menu selections as this way all files are properly closed
upon exit.
RETURN TO MAIN MENU - will return you to Time Counts main menu.
2-8 WORK SHIFTS PAGE 32
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Work shifts allows you to tell Time Counts how you want to handle a particular
shifts hours worked. The Work Shifts screen is shown in figure 23 below.
╒═════════════════════════════════════════════════════════════════════════╕
│ QUIT EDIT GOTO LOCATE SET-QU FROM-TO ORDER NEXT PREV BROW │
╞════════════════════════════ WORK SHIFTS ════════════════════════════════╡
│ ╒══════════════════ Work Shift Number: 1 ═════════════════════╕ │
│ │ Adjusting Code : 0 Use as Minimum: Y │ │
│ │ Adjusting Value : 00.00 Minimum Lunch : 0.50 │ │
│ │ Adjusting Qualifier: 00.00 │ │
│ ╞═════════════════════════════════════════════════════════════╡ │
│ │ Shift Ahead : N Shift Differential : N │ │
│ │ Shift Start : 8.00 Differential Start : 00.00 │ │
│ │ Shift Stop : 16.50 Differential Stop : 00.00 │ │
│ │ Shift Tardy : 8.01 Min. Diff. Hours : 00.00 │ │
│ │ Shift Offset : 4.00 Differential Rate : 0.000 │ │
│ ╞═════════════════════════════════════════════════════════════╡ │
│ │ Overtime Daily : 8.00 Sixth Day : N │ │
│ │ Overtime Weekly: 40:00 Sixth Rate : 0.000 │ │
│ │ Premium Daily : 12.00 Eight/Eighty : N │ │
│ │ Premium Weekly : 60.00 Eight/Eighty Rate : 0.000 │ │
│ ╘═════════════════════════════════════════════════════════════╛ │
╞═══ Help Menu ═══════════════════════════════════════════════════════════╡
│ Quit this menu and return to the main menu. │
│ To scroll options. Enter --' or Frist letter to select F1=Help │
╘═════════════════════════════════════════════════════════════════════════╛
<Figure 22>
This is used as well as your Company's Policy in the evaluation of your
employees punches and hours worked. You may enter as many WORK SHIFTS as you
need, although, if you have more than twenty (20), you may be duplicating shifts.
Feel free to contact Peripheral Data Systems customer service for help.
WORK SHIFT NUMBER - Enter a unique number for this shift. It will be used to
assign employees to this shift.
ADJUSTING CODE - in conjunction with adjusting value and adjusting qualifier,
will allow you to handle special situations where you may need
to add or subtract some time automatically.
Say, for example, your employees usually work an eight (8) hour shift. These
employees punch in to start the day and out at the end of the day only. The
Work Shifts have been programmed to automatically deduct a half hour for lunch
(ie: the employees are actually punched in for 8.50 hours but Time Counts
adjusts for the lunch and pays for eight hours). If you had an employee who
worked ten (10) hours and you wanted to reward this employee for his dedication
to the job by paying him for his lunch time, you could set the shift as follows:
Adjusting code = 2 Adjusting value = 00.50
Adjusting qualifier = 10:00 Use as minimum = Y
2-8 WORK SHIFTS CONT'D PAGE 33
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
This configuration would look at the employee's time and because he worked ten
(10) hours, Time Counts would add back the half hour taken by minimum lunch,
essentially paying the employee during his lunch time.
The valid ADJUSTING CODES are:
0 = No adjustment
1 = Add if lunch taken 4 = Subtract if lunch taken
2 = Add if no lunch taken 5 = Subtract if no lunch taken
3 = Add always 6 = Subtract always
ADJUSTING VALUE - is the amount of time in HH/mm (24Hours/Minutes) that you
want added or subtracted from the employees time if the adj.
qualifier and the adjusting code are met.
ADJ. QUALIFIER - is the number of hours (minimum or maximum) that must be
worked before the adjusting value is added or subtracted.
USE AS MINIMUM - If the ADJ. QUALIFIER is the minimum number of hours to
be worked before applying the ADJUSTING VALUE then enter "Y".
If the ADJ. QUALIFIER is a maximum number of hours after which
the ADJUSTING VALUE will no longer be applied, then enter "N".
MINIMUM LUNCH - If you require your employees to take a lunch and want the
time deducted whether they punch in and out or not, enter the
amount of lunch to be taken here. If you enter 00.30 (half an
hour) and the employee punches out for twenty minutes, an
additional ten minutes will be taken to total one half hour.
If your employee punches out for forty five minutes, the full
forty five minutes will be taken. If your employee forgets to
punch out for lunch altogether, then the half hour will be
deducted.
SHIFT AHEAD - If your employees work on Sunday and you want their times
recorded as Mondays times, then enter "Y". If you want the times
recorded on the day they worked, enter "N".
SHIFT START - Enter the normal Start time for this shift.
SHIFT STOP - Enter the normal stop time for this shift.
SHIFT TARDY - Enter the time you want Time Counts to consider employees
working this shift tardy.
SHIFT OFFSET - For Time Counts to correctly account for your employees who
cross midnight, we must assign a time of the day that this shift
will not cross (meaning punch in before and out after). Let's
say, you have a shift that works from 17:00 (5:00 pm) through
2:00 am the following day. These punch times must match up for
the day worked. This shift is an evening shift and occasionally
works overtime to say 4:00 am but never comes in early. A good
SHIFT OFF SET would be 10:00 am (employees on this shift would
never punch in before 10:00 am and out after 10:00 am).
2-8 WORK SHIFTS CONT'D PAGE 34
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
SHIFT DIFFERENTIAL - If your company pay additional money for hours work
between a certain start and stop time, then enter "Y" here.
If not enter "N".
DIFFERENTIAL START - At what time does this additional pay start.
DIFFERENTIAL STOP - At what time does this additional stop being paid.
MINIMUM DIF. HOURS - Does the employee have to work a minimum number of
hours before being paid the DIFFERENTIAL pay? If so, enter
the number of hours here, if not, press <Enter>.
DIFFERENTIAL RATE - Enter the amount of pay per hour to be added to the
employees normal rate of pay for the DIFFERENTIAL pay. For
example, if the employees get $ 0.36 per hour in addition
to their normal rate of pay, then enter "0.36".
OVERTIME DAILY - Enter the number of hours that must be worked in a day
before the employee is paid time and a half (usually eight
8.0 hours). If you do not pay overtime on a daily basis
enter, "99.99".
OVERTIME WEEKLY - Enter the number of hours that must be worked in a week
before the employee is paid time and a half (usually 40.00
hours). If you do not pay overtime on a weekly basis, enter
"99.99".
PREMIUM TIME DAILY - Enter the number of hours an employee must work in a
day before being paid double time ( usually 12.0 hours ).
If you do not pay double time on a daily basis, enter
"99.99"
PREMIUM TIME WEEKLY- Enter the number of hours that must be worked in a
week before the employee is paid double time (usually
60.00). If you do not pay double time on a weekly basis,
enter "99.99".
SIXTH DAY - If you pay your employees time and a half for working six
or more consecutive days, then enter "Y", if not, enter "N".
SIXTH RATE - This field is for future use and is not used for anything at this
time. All sixth day overtime is paid at time and a half.
EIGHT 80 - This method of overtime calculation is currently only legal for
hospitals using a bi-weekly pay period. This, as with all methods
of overtime calculations, should be checked out with your local
labor board. To use eight 80 overtime enter "Y", or else enter "N".
EIGHT 80 RATE - This field is for future use and is not used for anything at
this time. All eight 80 overtime is paid at time and a half.
3-1 RECOMMENDED DAILY PROCEDURES PAGE 35
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
STEP ONE
It is recommended, but not required, that on a daily basis (Monday through
Friday) you run the Punch Gathering from the Main Menu. This will "Poll" or
gather all punches from the clocks, match them to the employee and store them
into the time database.
STEP TWO
It is recommended, but not required, that on a daily basis you correct any
errors encountered for the period start date through yesterday's date. This
insures that any reports run are correct. For example, a Hotel which is required
to submit daily totals by department or shift must have the errors correct prior
to running the department totals report or the figures will not reflect any
employees hours containing an odd number of punches.
STEP THREE
It is recommended, but not required, that you run any daily reports required
for yesterday's date. These reports can be run at any time by just requesting
the dates you want, but it is a good idea to get into a routine for running
reports when required.
It is recommended, but not required, that at the end of your pay period you
verify that all errors have been corrected, run all of the required reports,
double check to insure all employees are accounted for, and once you are
completely finished, with checks passed out, run an END OF PERIOD. This
procedure will delete the old data from the previous pay period. By deleting
these records, you will keep the current database "clean" with only current
data, which allows Time Counts to run at optimum speed.
3-2 RECOMMENDED PAY PERIOD PROC.
It is recommended, but not required, that at the end of your pay period you
verify that all errors have been corrected, run all of the required reports,
double check to insure all employees are accounted for, and once you are
completely finished, with checks passed out, run an END OF PERIOD. This
procedure will not only delete from your current files all of the old data from
the previous pay period, but will copy the data to the Optional archive database
if you have archive activated. By deleting these records, you will keep the
current database "clean" with only current data, which allows Time Counts to
run at optimum speed.
4-1 HARDWARE INSTALLATION
GENERAL PAGE 36
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1. TIME CLOCKs should be placed in areas that would be strategic for the
collection of data from your work force. Special thought should be given to
work and access aisles as well as easily accessible areas for the users so
that traffic congestion is not a problem.
2. It is suggested that the TIME CLOCK be wall mounted at approximately 45
inches from it's base to the floor.
3. The TIME CLOCK mounting bracket should be sturdily fastened with the toggle
bolts or wall fasteners.
4. A power outlet should be located near, or, preferably, recessed behind the
TIME CLOCK which is equipped with a five foot power adapter.
5. A.C. Power - The TIME CLOCK is designed for use with 115 VAC, 60Hz. @ 15
Watts power. Where possible, it is recommended that TIME CLOCKs be installed
on power lines separate from other devices. It is required, however, that
TIME CLOCKs not be installed on the same line with devices containing
electric motors.
6. Badge Reader - The badge reader will require periodic preventive maintenance.
The frequency of this maintenance will depend upon the environment to which
the TIME CLOCK is exposed. For the magnetic stripe reader, such maintenance
would consist of passing a special cleaning card over the magnetic read head.
7. Reset Button - This reset button is to be used if it is necessary to restart
the microprocessor program. The button may be pressed at any time. The
restarting of the microprocessor will cause certain internal circuits to be
re-initialized; the data memory, date and time will not be affected.
8. Trouble Shooting - Many apparent hardware failures can be caused by
conditions not involving a malfunction of the TIME CLOCK. Very often these
problem conditions can be identified and corrected using simple "trouble
shooting" procedures under the instruction of experienced PDS personnel.
Therefore, it is important that the customer have one individual who can
serve as the contact for PDS technical personnel for implementing "trouble
shooting" procedures. PDS should be contacted by phone as soon as possible
after a suspected hardware failure has occurred.
9. Badges and Badge Encoder - It is most important that only badges within
specifications be used. PDS recommends that badges be ordered only from PDS
authorized vendors.
For magnetic stripe badges, any encoder which encodes Track 2 to the
specification ANSI X4.16 may be used.
4-1 HARDWARE INSTALLATION
GENERAL CONT'D PAGE 37
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The following table lists the representative cable lengths which will permit
reliable operation. The maximum cable length is limited by the capacitance of
the cable and the speed at which the data is being transmitted along the cable.
The lengths in the table are based upon the assumption that the Clocks are
connected in a "loop" configuration.
Baud (bits per second) Maximum cable length (ft)
110 to 600 1,000
1200 800
2400 500
4800 250
9600 125
The above table is based on the assumption that readily available, low-cost
cable is used, that special line drivers and receivers are not used, that no
"ground fault" condition exists, and that TIME CLOCKS are located within the
same building.
NOTE: If TIME CLOCKS are installed in separate buildings, the distances in the
above table apply only to the TIME CLOCKS located within that building. Line
drivers or limited distance modems should be used between buildings to prevent
damage to the interface circuits in the TIME CLOCK.
C. Interfacing the Clock
Multiplexed interfacing refers to a system where two or more Clocks are
connected to the host processor independent of each other. Each individual
Clock is connected to its own computer interface port.
Multidrop interfacing involves connecting more than one Clock per computer
port. This party-line scheme minimizes the computer interface hardware.
Examples of installation using both multiplexed and multidrop interfacing
are included in Appendix C in this section of the Smart Clock Manual. Other
interconnection schemes are possible.
D. Clock Address
The host computer must select each Clock by address regardless of how many
Clocks are connected to an I/O port of the computer. Each Clock to be
connected on the I/O port must have a unique address. For systems using more
than one clock an address selection card will be supplied with the clocks.
Just swipe the the badge with the desired address through the clock to set
it's address.