ICON SB-100 pro 2.5 User Manual

Universal time clock
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Quick | Simple | Reliable
Universal Time Clock
Product User Guide
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SB-100 PRO 2.5

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Summary of Contents for ICON SB-100 pro 2.5

  • Page 1 Quick | Simple | Reliable Universal Time Clock Product User Guide ® SB-100 PRO 2.5...
  • Page 2 Reproduction of this document in whole or in part is strictly prohibited. This document may contain typographical or copy errors. Universal Time Clock, Icon Time Systems, the Icon Time Systems logo, and all other Icon Time Systems product names mentioned in this document are registered trademarks of Icon Time Systems.
  • Page 3: Table Of Contents

    SB-100 PRO 2.5 Universal Time Clock User Guide Table of Contents SB-100 PRO 2.5 Universal Time Clock User Guide ..........................3 Table of Contents ....................................3 Chapter 1 | Getting Familiar with Your Time Clock ..........................6 Introduction ......................................6 Welcome ..................................
  • Page 4 Chapter 4 | Generating Reports ..............................23 Reports Overview ....................................23 Adding a Punch ................................23 Adding Non-Work Hours (Holiday and NonWorked)....................24 Editing a Punch ................................24 Viewing Additional Reporting Details .......................... 25 Using the Attendance Report ................................26 Using the Timecard Report .................................
  • Page 5 Chapter 7 | Configure the Time Clock for Remote Access ........................ 45 System Requirements: ..................................45 Step 1: Set Up the Universal Time Clock on the Local Network ......................45 Step 2: Router Configuration ................................45 Assign a Static IP Address to the Time Clock ....................... 46 Set Up Port Forwarding on the Router..............................
  • Page 6: Chapter 1 | Getting Familiar With Your Time Clock

    Our mission is to provide our customers with ease-of-mind through our quality products and excellent customer service. All of us at Icon Time Systems wish to thank you for placing your trust in our products. We pride ourselves on being innovators in the time and attendance industry, by developing products that are quick to install, simple to operate and reliable.
  • Page 7: Features

     The SB-100 PRO 2.5 Universal Time Clock offers a basic set of features at an entry level price and is designed for small companies that do not require a lot of features. The SB-100 PRO 2.5 comes standard with 25 employees and is upgradeable up to 250 employees.
  • Page 8: Upgrade Comparison Chart

    You must enter the address exactly as displayed below. For example, if the assigned address is 10.10.10.10, enter that text directly into the address field, preceded with http://. Note: If you are logging in using USB, click the Employee Time Clock Login icon on your desktop or follow the same instructions described above, entering 127.0.0.1 as the IP address. 2014-08-04...
  • Page 9: Support And Troubleshooting

    The time clock interface is designed to allow you to quickly and easily complete your tasks and run your reports. In this chapter you will learn how to navigate through your time clock application. Application navigation is done through six distinct menus: Home, Lists, Reports, Files, Settings, and Help. Moving your mouse cursor over each icon displays the individual drop-down menu items. 2014-08-04...
  • Page 10: Home Page

    Go to Chapter 3 | Setting Up Your Employees for instructions on setting up employees in the SB-100 PRO 2.5. Reports Menu Your time clock has two basic reports that make it quick and easy to get the information you need to complete your work and process payroll.
  • Page 11: Using Your Time Clock Terminal

    Using Your Time Clock Terminal It is important for you to understand the features and functions available on your time clock terminal. Take the time to familiarize yourself with these features. In this section, we will give a brief overview of the features available Time Clock Key Functions ...
  • Page 12: Proximity Badge Entry (Badges Sold Separately)

    Non-Validated Entry Method Enter the assigned PIN/badge number on the time clock terminal. The employee name displays on the time clock. Under the display name, the In and Out options display. Press the corresponding IN or OUT key on the time clock. Once the punch is accepted, a message displays stating they punched In or Out.
  • Page 13: Tracking Paid Breaks

    For employees or supervisors to access the time clock application remotely, over the Internet, additional set up is required. Refer to Chapter 7 | Configure the Time Clock for Remote Access, for more details. Web Punch Time Clock is offered in packages of 5 licenses and will allow a maximum of 25 employees to clock In using a Web browser on their PC, smart phone or tablet.
  • Page 14: Chapter 2 | Setting Your Time Clock Preferences

    Chapter 2 | Setting Your Time Clock Preferences Before accurate reports can be generated and employee punch details are calculated correctly, you must set your time clock rules and preferences. Setting Your Pay Preferences You can access your Pay Preferences in one of two ways: ...
  • Page 15: Setting Your Punch Preferences

    Follow the instructions below to set your Overtime Preferences. To set daily overtime rules, type the number of hours an employee must work in one day before they receive overtime pay in the Day OT1 After and the Day OT2 After fields as required. If your company does not pay daily overtime, type To set weekly overtime rules, type the number of hours an employee must work in one week before they receive overtime pay in the Week OT1 After and the Week OT2 After fields as required.
  • Page 16: Setting Your Device Preferences

    Example: An In punch of 7:49am would calculate as 7:45 a.m. An In punch of 7:50am would calculate as 8:00 a.m.  10th Hour: Rather than rounding the punch hours, this selection calculates punches from the tenth hour point and advances each six minutes.
  • Page 17 Select if you want to display minutes on your reports in decimal or hh:mm (minutes) format from the Calculated Time Format drop-down menu. Check the Hide Employee PIN checkbox to hide employee PINs (ID numbers) at the time clock terminal, preventing coworkers from viewing another employee’s PIN.
  • Page 18: Setting Your Alert Preferences

    Setting Your Alert Preferences Select Settings | Preferences and click on the Alert tab to setup the alert notices displayed on the Home page. The Home page updates based on your time setting for the Check Alerts Every field described below. Type the least amount of hours an employee can work per punch in the Alert Low Hours at field.
  • Page 19: Creating Custom Fields

     Repeat: If you have purchased the Email Alerts upgrade, select how often you would like an e-mail alert to be resent from this drop-down menu.  Recipient: If you have purchased the Email Alerts upgrade, type the alert recipient’s e-mail address. For multiple addresses, add a space or comma in between each e-mail address.
  • Page 20: Chapter 3 | Setting Up Your Employees

    This section discusses how to enter employees. SB-100 PRO 2.5 comes with a 25 employee limit and can be upgraded to handle up to a total of 250 employees. Employees must use a pre-assigned 3 digit ID numbers (PIN).
  • Page 21: Employee Settings

     First Name: Enter the employee's first name.  Middle Initial: Enter the first initial of the employee's middle name.  Last Name: Enter the employee's last name.  Display Name: Enter the name that the employee will see at the clock and on reports. ...
  • Page 22: Web Punch Time Clock Settings (Upgrade Required)

     Enable Automatic Lunch Deduction to have the time clock automatically deduct the employee lunch time for the day or the punch pair.  In the Lunch At field, enter the number of hours the employee is required to work before the lunch period automatically deducts from the employee’s shift.
  • Page 23: Chapter 4 | Generating Reports

    Reports in your application are designed to be intuitive to read and edit; this creates ease and simplicity when generating your reports on payroll day. The SB-100 PRO 2.5 offers two basic reports, the Attendance Report and Timecards Report. The Universal Time Clock uses “Click-and-Edit” reports. This means that you can edit the employee and punch data directly from the report.
  • Page 24: Adding Non-Work Hours (Holiday And Nonworked)

    Example: An employee may be credited an hour of bonus time for additional workload that day. If taking a 60 minute lunch, type 60 in the Lunch field, type 1.00 in the Adjust field, then click Submit. The following posts to the report. Click Submit to save your changes.
  • Page 25: Viewing Additional Reporting Details

    Note: All edited and manually entered punches will be flagged on the report with an 'E' next to the punch. Refer to Chapter 2 under Punch Preferences for instructions on disabling this option. Viewing Additional Reporting Details Customizing your reports and viewing additional details on a Timecard or Attendance report is uncomplicated. The blue links in the Timecard and Attendance report are Web links that allow you to customize or view details of your data.
  • Page 26: Using The Attendance Report

    Using the Attendance Report To view the Attendance Report, go to Reports and then click Attendance. The Attendance Report is designed to give you a quick at- a-glance view of your employee’s daily attendance. Most companies use this report to view who has clocked In or Out for the day. Click on the date link to choose the time period for the report.
  • Page 27: Chapter 5 | Maintaining Your Time Clock

    Click Save. A file name is automatically assigned for you. The file name includes the current date for easy reference. For example, a typical file name might be icon-2014-08-15.db.  If you prefer a different file name, enter the name in the File name field.
  • Page 28: Restore Time Clock Data Backup

    Note: The backup file saved on the USB flash drive is called backup.db. This file can be renamed and transferred to a folder on your main computer. Restore Time Clock Data Backup On occasion you may need to restore historical data to your time clock. Follow the instructions below to restore a backup of your time clock data.
  • Page 29: Removing Data From Your Application

    Click Cancel to go back to the time clock Home page. Updating Your Time Clock Occasionally, Icon Time Systems releases new updates for your employee time clock. These updates are provided for free and often include new features and improvements.
  • Page 30: Updating Your Time Clock Using A Usb Flash Drive

    Updating Your Time Clock Using a USB Flash Drive Updating your time clock is even faster if you use a USB flash drive. Important: If you are using a Macintosh computer to manage your time clock software, you must update using the USB flash drive.
  • Page 31: Changing Your Time Clock Software Interface Password

    Click the Device tab. Type the supervisor code in the Supervisor Code field. This is required to access Supervisor Mode on the employee time clock terminal. Click Submit to save your settings. Changing Your Time Clock Software Interface Password You can change the password by selecting Change Password from the Settings menu. Enter your current password in the Current Password field.
  • Page 32: Chapter 6 | Accessories And Upgrades

    Installing Software Upgrades section of this chapter. RTC-1000 Advanced Upgrade The RTC-1000 Advanced upgrade, upgrades the SB-100 PRO 2.5 to have all of the functionality of the RTC-1000 2.5 Universal Time Clock. This upgrade includes:  50 total employee capacity ...
  • Page 33: Employee Capacity Upgrades

    Employee Capacity Upgrades The SB-100 PRO 2.5 comes standard with a 25 employee limit. If at any point in time your company grows beyond your employee limit, you can easily upgrade your employee capacity to the next available level. Employee capacity is available in slots of 50, 100, or 250 employees per system.
  • Page 34: Benefit Tracking Upgrade- In Detail

    Enter into Supervisor Mode at your employee time clock terminal.  Press on the time clock terminal.  Enter in your security code - the default security code is "00 00 00". Scroll through the options using Up or Down until you find the option Enable Upgrade and press Enter. Using the keypad, enter in the 9 digit software upgrade code provided to you and then press Enter.
  • Page 35: Enhanced Overtime Preferences

    Note: Making a change to the revision zones will prompt the time clock to restart. This will make the time clock unavailable until the clock fully reboots. Enhanced Overtime Preferences The additional Overtime options can be found under the Pay tab under Preferences in the Settings menu.
  • Page 36: Using Accrued Benefit Hours (Vacation, Sick, Personal)

    Accrual Start Date - click on the field and using the calendar select the date to begin tracking accruals for the employee. Accrual Reset Date - click on the field and using the calendar select the ending date of the employees annual benefit period.
  • Page 37: Email Alerts Upgrade - In Detail

    If the employee does not have enough accrued time to enter the benefit hours, an error page will appear, directing you to correct the time. Accrual Summary Report To generate the Accrual Summary Report, go to the Reports icon from the Navigation menu, select Accrual Summary from the drop- down menu.
  • Page 38: Common Smtp Server Settings

    Check the Use SSL for SMTP checkbox to use data encryption when sending e-mails. Using SSL may be a requirement for some SMTP server providers and may require that you define the SMTP port. Check the Use STARTTLS checkbox if you are using SSL and your SMTP service provider requires that you first connect to the server using an unsecure connection before connecting using SSL.
  • Page 39: Setting Up Email Alerts

    Verizon Server Address: outgoing.verizon.net:587 Use SSL: un-checked Use STARTTLS: un-checked Use Authentication: checked Auth. Username: Verizon username Auth. Password: Verizon account password Alert From Address: Verizon account email address Email Domain Name: optional customization Apple MobileMe Server Address: smtp.mac.com:587 Use SSL: user preference Use STARTTLS: if user selects to use SSL above...
  • Page 40: Enabling Ssl Server - Data Encryption

    Recipient: Type the alert recipient’s e-mail address. For multiple addresses, add a space or comma in between each e- mail address. Enabling SSL Server - Data Encryption SSL data encryption ensures that all data passed between the time clock and web browser remains private. Enabling SSL is simple. Select Preferences | Settings, then the Device tab.
  • Page 41: Punching In/Out Using Web Punch Time Clock

    Web Punch Time Clock is offered in packages of 5 licenses and will allow a maximum of 25 employee Web Punch licenses. Contact Icon Time Systems Sales department to order more Web Punch Time Clock licenses. Punching IN/OUT Using Web Punch Time Clock Employees assigned to the Web Punch Time Clock can now punch in/out anytime, anywhere, using a web browser based time clock.
  • Page 42: Ip Address Restriction

    Clocking IN/OUT from GPS Enabled Smartphone – Location Tracking If an employee clocks IN/OUT using an iPhone, additional punch information is available stating the employee’s exact location at the time of the punch. Note: A punch that includes GPS location information is flagged with a ‘G’...
  • Page 43: Setting Authorized Ip Addresses By Employee

     Range of IP Addresses: The employee can punch at computers with an IP address that falls within the 30-45 range. Example: 192.168.3.30-45 Click Submit to save your changes. Note: If an employee is not restricted to punch In/Out from the Global Authorized IP Address, uncheck the Use Global Authorized IP Address option in the employee's Edit an Employee screen.
  • Page 44: Assigning Proximity Badges To An Employee

    Assigning Proximity Badges to an Employee Proximity Badges are assigned at the employee time clock terminal. Follow the instructions below to assign your proximity badge to an employee. Enter into Supervisor Mode at your employee time clock terminal.  Press on the time clock.
  • Page 45: Chapter 7 | Configure The Time Clock For Remote Access

    Chapter 7 | Configure the Time Clock for Remote Access Icon Time Systems’ Universal Time Clocks (RTC-1000 and SB-100 PRO) are unique because they can be accessed remotely over the Internet. This feature allows managers to log into the time clock software from home, on the road or from a remote location. If you have purchased the Web Punch Time Clock upgrade, employees can also clock IN/OUT remotely when away from the office, with this feature.
  • Page 46: Assign A Static Ip Address To The Time Clock

    Assign a Static IP Address to the Time Clock Assign a static IP address to the time clock along with the subnet mask, gateway address and DNS address. Your Network Administrator should be able to provide you with this information. Determine an available IP address to be assigned to the time clock.
  • Page 47: Step 3: Connect To Your Universal Time Clock Over The Internet

    The router will ask for a username and password. Below are some default router logins  Linksys Router - "admin" for both username and password  Netgear Router - "admin" for username and "password" for password  D-Link Router – "admin" for username and (leave blank) for the password ...
  • Page 48: Frequently Asked Questions

    Frequently Asked Questions My Internet Service Provider will not provide me with a Static external/public IP address. Are there other options? If you are unable to get a static external/public IP address from your ISP, you have two options:  Use the dynamic external/public IP address, if/when the IP address changes, repeat step 3 above to look up the new external/public IP address.
  • Page 49: Port Forwarding Diagram

    For additional troubleshooting steps refer to www.portforward.com. Select your router by model name and number for specific port forwarding instructions. Port Forwarding Diagram 2014-08-04 49 | P a g e...
  • Page 50: Chapter 8 | Troubleshooting & Frequently Asked Questions

    Chapter 8 | Troubleshooting & Frequently Asked Questions For your convenience, troubleshooting tips and answers to the most frequently asked questions are provided in this section. In addition, our technical support site lists more troubleshooting tips and how-to’s to assist you with the Universal Time Clock. You can reach this site at www.support.icontime.com.
  • Page 51 Your current time clock software version can be found under Help | About Your Clock. Compare your Software Version with the software version posted on our website.  SB-100 PRO 2.5 Universal Time Clock - www.icontime.com/universal_time_clock_update Why can't I access my network time clock? If the clock was assigned a dynamic IP Address, this address may have changed if the router reboots or your time clock is unplugged from the power.
  • Page 52: Warranty Information

    ICON TIME SYSTEMS, INC. offers the original purchaser a warranty for One (1) Year on Parts and Labor. ICON TIME SYSTEMS will repair and exchange parts for your unit free of charge in the USA in the event of a defect in materials or...
  • Page 53 This warranty gives you specific legal rights and you may also have other rights that vary from state to state. If a problem with your ICON TIME SYSTEMS unit develops during the warranty period, contact ICON TIME SYSTEMS SERVICE DIVISION, 15201 NW Greenbrier Parkway, Suite A1, Beaverton, Oregon 97006 There are no other express warranties except as listed above.
  • Page 54: Fcc Part 15

    FCC Part 15 This equipment has been tested and found to comply with the requirements for a Class B digital device under Part 15 of the Federal Communications Commission (FCC) rules. These requirements are intended to provide reasonable protection against harmful interference in a residential installation. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instructions, may cause harmful interference to radio communications.

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