Pyramid TIMETRAX BIO Reference Manual

Pyramid TIMETRAX BIO Reference Manual

Time & attendance system
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Time and Attendance System
IMPORTANT !
READ THESE INSTRUCTIONS BEFORE
INSTALLING AND USING THIS PRODUCT.
Keep these instructions for future reference.
REFERENCE GUIDE

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Summary of Contents for Pyramid TIMETRAX BIO

  • Page 1 Time and Attendance System IMPORTANT ! READ THESE INSTRUCTIONS BEFORE INSTALLING AND USING THIS PRODUCT. Keep these instructions for future reference. REFERENCE GUIDE...
  • Page 2 TIME & ATTENDANCE SYSTEM REFERENCE GUIDE...
  • Page 3 User TimeTrax Bio software. You may install and All rights reserved. use one copy of the TimeTrax Bio software on a single Portions of this program Copyright © 1990-2005 Info-ZIP, computer, but only for use in the number of written and distributed under license dated 2005-Feb-10.
  • Page 4 EULA, or if the terms of this EULA. If the TimeTrax Bio software is you desire to contact PYRAMID TECHNOLOGIES for an upgrade of a component of a package of software...
  • Page 5 LLC.’s option, either (a) return of the price paid by NOLOGIES, LLC.'S ENTIRE LIABILITY UNDER ANY You for the TimeTrax Bio software (not to exceed the PROVISION OF THIS EULA SHALL BE LIMITED TO suggested U.S. retail price) if any, (b) repair or replace-...
  • Page 6: Table Of Contents

    TimeTrax Bio Setup Wizard ........
  • Page 7 TIMETRAX BIO TimeTrax Security ..........18 Time Source &...
  • Page 8: What's In The Box

    • Diagnostic (loop-back) plug – 800x600, 16-bit color resolution DO NOT DISCARD, save for future use. • Mouse or other pointing device • CD-ROM with TimeTrax Bio and help • Either: 9-pin serial port or system USB port • USB interface with standard RS232 •...
  • Page 9: Cable Installation

    50’ White Flat Cat5 Cable (PN 41269) CONNECTING POWER: Connect the AC power supply (fig. F) to a standard 115v wall power outlet (fig. G) and also to the TimeTrax Bio unit (fig. E). Two available options for connecting the TimeTrax Bio to your central PC.
  • Page 10: Introduction

    TIME & ATTENDANCE SYSTEM INTRODUCTION Congratulations on your purchase of the Pyramid TimeTrax Bio Time and Attendance System. TimeTrax Bio takes proven biometric technology and combines it with the powerful TimeTrax Bio software to create a time and attendance solution that is both highly effective and easy to use.
  • Page 11: Using Fingerprint Scanner

    TIMETRAX BIO Using the Fingerprint Scanner The following fingerprint scanning procedure is used for both Fingerprint Registration and regular use. It is recommended that you use the index finger or middle finger for enrollment and the same finger needs to be used for punching in and out.
  • Page 12: Care For Fingerprint Reader

    TIME & ATTENDANCE SYSTEM Care for the Fingerprint Reader The following actions could damage the fingerprint reader or cause it not to work properly: • Scratching the surface of the reader with a hard, pointed object. • Scraping the surface of the reader with your nail or anything hard. •...
  • Page 13: Installing The Software

    TIMETRAX BIO INSTALLING THE SOFTWARE Click NEXT to continue Accept licensing agreement, then click NEXT to continue Enter User Name and Organization. Choose for whom to install the application. Click NEXT to continue...
  • Page 14 TIME & ATTENDANCE SYSTEM Click INSTALL to begin installation When installation is completed, click FINISH Double click the ICON placed on your desktop to begin...
  • Page 15: Log In Window

    TIMETRAX BIO LOG IN WINDOW When the program is launched, you are presented with the Log In Form. Enter ADMIN into USER NAME field Enter PTI (uppercase) into PASSWORD field INITIAL COMMUNICATION FORM After you successfully log in, the system initializes communications with the time recorder attached to the PC.
  • Page 16: Timetrax Bio Setup Wizard

    TIME & ATTENDANCE SYSTEM TIMETRAX BIO SETUP WIZARD Click YES to continue PAYROLL SETUP Click the EDIT button to start Select your Pay Period. Note: Hourly employees paid on a Monthly and Semi-Monthly basis could accrue overtime in one Pay Period that is applied to the next.
  • Page 17: Pay Categories Setup

    Close to continue. CATEGORY CODE: Provided by the payroll company if you are using one. Ensures proper transfer of information from the pay category in TimeTrax Bio to your payroll service provider. EMPLOYEE GROUPS SETUP Click YES to continue...
  • Page 18 If an employee goes to the time clock and punches their badge, forgets that they punched it, and punches again, this filter will automatically eliminate the second punch if it is within the filter time defined. Pyramid recommends using 90-seconds.
  • Page 19: Advanced Employee Groups Setup

    TIMETRAX BIO ADVANCED EMPLOYEE GROUPS SETUP Employee Groups Advanced can be used when the standard Employee Groups is not sufficient for an organization. Shift Warnings: Allows the employee to punch at any time, but will gen- erate a warning when an employee punches outside of the defined shift.
  • Page 20: Employee Details Setup

    TIME & ATTENDANCE SYSTEM EMPLOYEE DETAILS SETUP This section is where individual employee information is stored. (For QuickBooks users, please see the section on Importing Employees from QuickBooks). Click ADD to continue ENTER EMP#: NOTE: It is very important that you verify the Employee Number with your Payroll Service for proper exporting.
  • Page 21: Fingerprint Registration

    TIMETRAX BIO FINGERPRINT REGISTRATION Select thumb print icon to register empoyee fingerprint. Select employee to register Select to add new fingerprint Select Register Fingerprint Have employee swipe finger for the 1st capture of fingerprint. The terminal will say, “Swipe 1 of 2”.
  • Page 22: Delete Fingerprint

    TIME & ATTENDANCE SYSTEM Pyramid highly recommends setting up each employee on the Employee Details Tab first and then go back and enroll each employee’s fingerprint. Employee fingerprint ID# is posted here and will also be displayed on the terminal LCD display during employee punch.
  • Page 23: Change/Enroll Fingerprint

    TIMETRAX BIO TO CHANGE/ENROLL FINGERPRINT Delete the fingerprint from the Employees Detail Screen by selecting the employee name whose fingerprint you want to delete from the drop down box. Select the thumb print icon and it will bring you to the Fingerprint Registration Screen.
  • Page 24: Configure Tab Including Date/Time Setup

    CONFIGURE TAB Date/Time Setup: This is the screen in which you will make any adjustments necessary to the TimeTrax Bio date and time, as well as Daylight Savings Time settings. Preferences: This is the screen in which you will define the preferences for your system settings.
  • Page 25: Timetrax Security

    TIMETRAX SECURITY This is the screen in which you will set User Names and Passwords, as well as security for anyone that logs into the TimeTrax Bio Software. The number of users is unlimited. NOTE: Pyramid strongly recommends you create a user name and password immediately for data security.
  • Page 26: Time Source & Sync Standards

    PAYROLL TAB Get Punches: At Login, you are offered the option to download punches. Pyramid recommends that you do this on a regular basis to prevent data loss. Otherwise, GET PUNCHES allows you to download punches when you are ready for payroll activities. TimeTrax Bio will automatically recognize new punches, and download only those not currently in the database.
  • Page 27: Payroll Details

    TIMETRAX BIO PAYROLL TAB Cont. PUNCH EDITING Insert Punch: To insert a punch, click the INSERT PUNCH button. Select the date of the punch and then select the time of the punch and choose SAVE. Edit Punch: Highlight the punch in question, click the EDIT PUNCH but- ton, change the date and/or time of the punch, and choose SAVE.
  • Page 28: Assert Global Special Pay

    TIME & ATTENDANCE SYSTEM ASSERT GLOBAL SPECIAL PAY In the circumstances where you wish to pay all employees or a group of employees the same number of hours (i.e., Independence Day @ 8 hours) go to FILE – Assert Global Special Pay. EMPLOYEE SELECTION: Choose either EMPLOYEE BY GROUPS in the...
  • Page 29: Reports/Exports

    TIMETRAX BIO REPORTS / EXPORTS REPORTS When generating REPORTS you must select the PAY PERIOD you want included in the report, as well as the EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES you want included in the REPORT. Then, select the REPORT you want to run.
  • Page 30: Archive Reports

    DAY BANDS or BY NAME or BY DATE HIRED. ARCHIVE REPORTS Once a payroll record is approved, it is placed in Archive. Archive Reports allow you to run reports from the date TimeTrax Bio was installed up to and including the current date. Select who is included in the REPORT.
  • Page 31: Importing (Sync) Employees From Quickbooks

    QUICKBOOKS 2003 (PRO, PREMIER & ENTERPRISE) This section discusses how to import employees from your QuickBooks system to TimeTrax Bio to eliminate the double entry of employee information. After you complete the setup of EMPLOYEE GROUPS, you will be presented with the following screen: Click YES to continue.
  • Page 32 TimeTrax Bio without asking. ASK BEFORE: When selected, the system will always ask before it imports any employee into TimeTrax Bio. NEVER EXPORT: When selected, the system will never export any employees from TimeTrax Bio (PYRAMID STRONGLY RECOMMENDS USE OF THIS OPTION).
  • Page 33: Adp Export

    ADP EXPORT The following are instructions for setting up and using the ADP EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP – PAYROLL GROUPS –...
  • Page 34: Generic Text Export

    GENERIC TEXT EXPORT The following are instructions for setting up and using the GENERIC TEXT EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 35: Paychex Preview Export

    PAYCHEX PREVIEW EXPORT The following are instructions for setting up and using the PAYCHEX PREVIEW EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be nec- essary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 36: Paychex Paylink Export

    PAYCHEX PAYLINK EXPORT The following are instructions for setting up and using the PAYCHEX PAYLINK EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be nec- essary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 37: Prodata Evolution Export

    PRODATA EVOLUTION EXPORT The following are instructions for setting up and using the PRODATA EVOLUTION EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 38: Quickbooks 2003+ Export

    (PRO, PREMIER & ENTERPRISE) The following are instructions for setting up and using the QUICKBOOKS 2003+ LINK EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 39: Quickbooks 2007 Integration

    TIMETRAX BIO QUICKBOOKS 2007 INTEGRATION (PRO, PREMIER & ENTERPRISE) The new QuickBooks 2007 upgrade contains a PDF Converter that utilizes a virtual port that masks itself as a COM port (COM1). This may interrupt communications with the time and attendance system, since we use your PC’s COM1 to communicate with our serial time recorders.
  • Page 40: Quickbooks Pre-2002 Export

    (PRO, PREMIER & ENTERPRISE) The following are instructions for setting up and using the QUICKBOOKS PRE-2002 LINK EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 41 TIMETRAX BIO To obtain a COMPANY NUMBER, do the following: 1. In the QuickBooks Tool Bar go into: FILE TIMER EXPORT LISTS FOR TIMER 2. Click OK when the EXPORTS LISTS FOR TIMER SCREEN appears. 3. Save in whatever drive you choose to use.
  • Page 42: Quickbooks Pro Timer Export

    QUICKBOOKS PRO TIMER EXPORT The following are instructions for setting up and using the QUICKBOOKS PRO TIMER LINK EXPORT contained in the TimeTrax Bio. You will have to go into the REPORTS/EXPORTS tab to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES within the SETUP –...
  • Page 43 TIMETRAX BIO To obtain a CREATE TIME, do the following: 1. In the QuickBooks Tool Bar go into: FILE TIMER EXPORT LISTS FOR TIMER 2. Click OK when the EXPORTS LISTS FOR TIMER SCREEN appears. 3. Save in whatever drive you choose to use.
  • Page 44: Frequently Asked Questions

    USE? A. Pyramid incorporates advanced thermal imaging technology into the TimeTrax Bio unit. It is a linear sensor that captures or images the finger- print by sweeping the finger over the sensing area. The sensor measures temperature differences between ambient conditions and the ridges and valleys on the fingerprint.
  • Page 45 Q. DOES TIMETRAX BIO PROTECT MY FINGERPRINTS FROM BEING USED WITHOUT MY KNOWLEDGE? A. The TimeTrax Bio does not require much data to recognize a fingerprint. The reader scans the finger and stores only data concerning distinctive portions of the fingerprint called “minutia points.” The minutia points are only a mathematical representation of some data from the original fingerprint.
  • Page 46 WE EXPERIENCE A POWER OUTAGE? CAN EMPLOYEES CONTINUE TO SWIPE? A. Since the TimeTrax Bio terminal stores the fingerprint vs. the software storing the fingerprint, employees can continue to swipe if the computer systems are down. Punches can be downloaded from the terminal once the power or system is restored to normal working conditions.
  • Page 47: Troubleshooting Guide

    Fingerprint Reader section of this manual). • Uninstall and reinstall software. Missing fingerprints It is possible when the TimeTrax Bio software is not current with the information residing on the terminal, fingerprints may be deleted. If this situation occurs, whether from reinstalling the software, changing computers, etc…...
  • Page 48 TimeTrax Bio: STEP 1: Verify that the hardware is set up correctly. • Pyramid TimeTrax Bio units require a COM Port for connection. • You must first attach the DB9 (included in shipment) to your PC. • Check to see if the wider side with holes will connect into an available port on the PC.
  • Page 49 Port and the adapter are working properly. IIa: Test that the Cable is working properly. • Unplug the white Cat5 cable from the TimeTrax Bio unit and from the back of the PC. • Plug them both back in, in the reverse order.
  • Page 50 • If you do not have a backup, you will need to reinstall your software and go thru the entire setup process beginning with the TimeTrax Bio Setup Wizard. • Once this is completed, you must perform an EMERGENCY PUNCH DOWNLOAD as described in the following section.
  • Page 51 Software section of this manual. Note: Please make sure that you are installing the same version that you are currently running. • You will need to copy the .mdb files and the pyramid.ini file from the TimeTrax folder located in C:\Program Files\Pyramid directory.
  • Page 52 4. Transfer files to the new computer. 5. Navigate to the TimeTrax directory and paste the files. Examples of transfer methods are: email attachment (Pyramid does not recommend this method due to the size of the files), Zip Disk, or burn the files onto a CD or DVD.
  • Page 53 Bio. In order to do this, you must be in single user mode and logged in as ADMIN in QuickBooks to complete this step. STEP 1: Remove the TimeTrax Bio application from QuickBooks. From the Edit Menu, select PREFERENCES (For 2004 edition and earlier, you reach PREFERENCES by accessing the FILE MENU) and click on COMPANY PREFERENCES tab and then INTEGRATED APPLICATIONS.
  • Page 54 • Make sure all of the EARNINGS are set up • Make sure USE TIME DATA TO CREATE PAYCHECKS is checked. Do this for each affected employee and then export again. For further technical support, Pyramid recommends that you contact Intuit (QuickBooks). QuickBooks 2003+ Link Failure...
  • Page 55: Warranty Information

    Pyramid. • For Return Shipments to Pyramid, the product must be shipped in its original carton or equivalent, fully insured with shipping charges prepaid. Pyramid will not assume any responsibility for loss or damage incurred in shipping.
  • Page 56: Wall Bracket Mounting Instructions

    Drill (2) 3/16” holes into the wall where marked. Insert the wall anchors into the holes, and use your hammer to drive in At this point your TimeTrax Bio both of the anchors flush with the wall. terminal and bracket should be fully Now lineup your terminal bracket with the secured to the wall.
  • Page 57: Parts List

    TIMETRAX BIO PARTS LIST PART NUMBER DESCRIPTION TTBIO TimeTrax Bio Master Kit TTBIOW1H 1-Year Extended Hardware Warranty TTBIOW1S 1-Year Extended Technical Support 41400 Adapter RJ45f to DB9 41685 Converter USB to RS232 41269 50’ White Flat RJ45 Cable 41314 100’ White Flat RJ45 Cable...
  • Page 58: Index

    TIME & ATTENDANCE SYSTEM INDEX DB9 ..... 1, 2, 32, 41, 42, 50 Delete Punch ......19 Detail Pay History Report .
  • Page 59 QuickBooks Timer ..... . 35 Moving TimeTrax Bio From One Computer to Another ....44...
  • Page 60 Regular ....... .18 TimeTrax Bio Setup Wizard ..9, 19, 23, 43 Regular Pay .
  • Page 61 TIMETRAX BIO...
  • Page 62 48 Elm Street, Meriden, CT 06450 www.PyramidTechnologies.com I2078...

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