Anviz OC180 User Manual
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Anviz OC180 User Manual

Anviz OC180 User Manual

Time recording system
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OC180
Card T&A Management System
User Guide
(V1.0)
ANVIZ  Shanghai
Subject to change without notice.

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Summary of Contents for Anviz OC180

  • Page 1 OC180 Card T&A Management System User Guide (V1.0) ANVIZ  Shanghai Subject to change without notice.
  • Page 2 Preface Honorable customers, Thanks for choosing products of our company. The product with world cutting edge technologies—computer communication, as well as microelectronics, is considered to be combination of three technologies: electronics, optics and computer communication. It is no doubt that it has become the first choice of standalone time & attendance for enterprises with its strong function and veracity.
  • Page 3 Advantage of Card Time Attendance  Three level-up 1. Management level-up 2. Profit level-up 3. Enterprise image level-up  Three reductions 1. Employee dispute reduction 2. Work redundancy reduction 3. Environmental pollution reduction  Three eliminations 1. Buddy punching elimination 2.
  • Page 4 Software Operation Flowchart (Important chapter please read carefully) This software includes: System parameter, department management, employee maintenance, shift management, employee leave and statistic report etc. Then how to use this system in a right way? It is far from enough to understand only the function of each module but to know the connections between them and the system operation flowchart.
  • Page 5 2. Normally there are many departments in one company and all departments need to be entered manually unlike the directly import of employee. Department setting should be completed before employee maintenance. 3. When the software is used for the first time, please make a Text file (*. txt) or MS Excel file (*.xls) for company employee in accordance with certain format.
  • Page 6 Exceptions such as employee away for business/ask for leave/forgetting clock in/out is incorrect. Checking and calculation of transaction records is incorrect.

  • Page 7: Table Of Contents

    Contents Product Introduction ....................2   Introduction ....................... 2   Product Feature ....................2   Operation Guide ...................... 4   Introduction ..................... 4   Time attendance status ..................4   User ........................5   2.3.1 User enroll ....................5   2.3.2 User Deletion .....................
  • Page 8 System Installation ..................27   Uninstall the software ..................29   Data Communication ..................... 31   T&A Machine Management ................32   4.1.1 Add Unit ....................32   4.1.2 Modify Unit ....................33   4.1.3 Delete Unit ....................33   4.1.4 Right Key Menu ..................
  • Page 9 4.3.9 Employee Checking ................. 50   4.3.10 Department Management ..............51   Record Management ..................52   4.4.1 Record Search ..................52   4.4.2 Export Record ..................53   U flash driver management software .............. 53   System settings ....................55  ...
  • Page 10 5.4.3 Employee Scheduling ................79   5.4.4 Attendance Records ................81   5.4.5 Attendance Calculating and Report ............83   Deal with Exceptions ..................91   5.5.1 Away on Business/ Leave ................ 92   5.5.2 Append Record ..................92   5.5.3 Append Record Collectively..............
  • Page 11 Chapter1 Introduction The main theme of this chapter is the advantage of this T&A, as well as function introduction.

  • Page 12: Product Introduction

    Product Introduction Introduction The OC180 is a professional proximity card Time Attendance system released in 2011. The multiple identification methods of different combination of card and password can meet the needs of different clients. Product Feature  TI Stellaris® 32-Bit High Speed CPU,Stable and reliable,Unique low power consumption design;...
  • Page 13 Chapter2 Operation Guide This chapter is mainly about appearance illustration and relevant system settings such as how to add and delete users etc.

  • Page 14: Operation Guide

    Operation Guide Introduction Time attendance status Power on and press power key to start terminal. Prompt by LED light and display on the LCD：...

  • Page 15: User

    09 : 00 12-16-10 In this status, we can start user T&A, status setting, entering management mode and power off operation. The followings are detailed introduction for T&A machine operation. User Employee info management includes user registration, user deletion, Verify Mode and manager setup and deletion.
  • Page 16 Enroll Card Password Esc-C Set-OK Card registration: Press【IN\ 】key to [Card] option. Press [OK] and continue, 】 、 【OUT/ Enroll Card Swipe card! Swipe one ID card one time. The system will get card number and enter save interface, Enroll Card 008101-C Cancel-C Sav-OK...

  • Page 17: User Deletion

    Enroll PWD PWDID ******** Confm ******** Press [OK] key and enter save interface, Enroll PWD 008101-P Cancel-C Sav-OK Press [OK] key to save password. Press [C] key and exit to user registration interface. 2.3.2 User Deletion When there are employees leaving or employee info changing, we need to delete these employees to free more memory space.

  • Page 18: Verify Mode

    Delete 008101 No-C Yes-OK Press [OK] to confirm with voice prompts ‘Deletion successfully’. Press [C] to cancel. Prompt: employee deletion will delete all info of the employee and can’t resume. Please take caution! When machine has no such employee ID, the system will prompt, Delete User Empty! 2.3.3...

  • Page 19: Manager Setup

    Verify Mode ▼ Verify Mode 008101 000001 Esc-C Set-OK After input user ID, press [OK] to enter setting interface. Verify Mode 008101 RF+PW Yes-OK Setting employee’s verify mode through 【IN\ 】key, and press [OK] 】 、 【OUT/ key to confirm and enter save interface: Verify Mode 008101 RF+PW...
  • Page 20 Admin Setup Esc-C Add-OK Press [OK] to start adding manager, Admin Setup 000000 Input the user ID i.e. 8101. Press [OK] key to enter manager setup save interface, Admin Setup 008101 No-C Yes-OK Press [OK] key again to confirm saving. After adding completed, exit to manager setup interface.

  • Page 21: Manager Clear

    2.3.5 Manager Clear Choose [Manager Clear] option in [User] menu. User ▼ Admin Setup Admin Clear Press [OK] to enter manager clear interface, Admin Clear ID 008101 ID 008102 Esc-C Clr-OK Press 【IN\ 】 key to choose the manager ID to be deleted, i.e. 8102: 】...

  • Page 22: Setup

    Admin Clear 008102 No-C Yes-OK Press [OK] key again and confirm to delete manager 8102. Then exit to manager clear interface. Admin Clear ID 008101 No-C Yes-OK Press [OK] key to delete manager continuously. Press [C] key to exit manager clear interface as well.

  • Page 23: Time

    System ▼ Dev ID Time Language Prompt: Device ID range is 0-99999999, and default is 1.(Device ID must enter as same as in the communication software), When the device ID as “Null”, must use the lasted 8 digit of the serial number for communication with software. 2.4.2 Time In [System] setup menu, press【IN\...

  • Page 24: Workcode Scope

    System ▼ Dev ID 1000 Time Language Press [OK] key to enter language setting interface, System ▼ Dev ID 1000 Time Language You can press 【IN\ 】 or 【OUT/ 】 key to shift the language. And then press [OK] to confirm. Then you can continue to do other function settings.

  • Page 25: Net

    In [System] setup, press 【IN\ 】key and shift to [Daylight Saving] 】 、 【OUT/ option, System Workcode Scope Daylight Saving Press [OK] key to enter Daylight Saving interface: Daylight Saving  Enabled Format Week Start Time When you enable “Daylight Saving” function you need select format first (week or date). Then you need set the time point for “Daylight Saving”...
  • Page 26 System Workcode Scope Daylight Saving Net Press [OK] key to enter net parameter interface, ▼ Mode IP Address Subnet Mask Press 【IN\ 】key to do net parameter setting. 】 、 【OUT/ Including the server and the client, the system default for the server [Mode]: [IP Address]: Press 【IN\ 】key and shift to [IP address] option,...
  • Page 27 Press [OK] key to save the modification. Press [C] key to cancel. [Subnet Mask]: Press 【IN\ 】 key and shift to [Subnet mask] option. 】 、 【OUT/ ▼ Mode IP Address Subnet Mask Press [OK] key to enter subnet mask setting interface, Subnet Mask .255 .255 .000 Set-C...
  • Page 28 MAC Address .247 .188 .066. 084 .215 Set-C Next-OK Press 【IN\ 】 key or number key to input MAC address. Press [OK] 】 、 【OUT/ key to shift between the 6 segments. After setting completed, press [C] key to enter MAC address save interface.

  • Page 29: Auto Off

    Gateway IP 192 .168 .000 .219 Save? No-C Yes-OK Press [OK] key to save the modification. Press [C] key to cancel. 2.4.7 Auto Off Auto off is the time period from the last operation on device to coming into dormancy status. Time range is 1-250 seconds. ‘No’ is no dormancy for ever. Press【IN\ 】...

  • Page 30: Re-Verify Time

    Log Setup Log Alert Re-Verify Press 【IN\ 】key and shift to [Glog Wrn] option. Press [OK] key to 】 、 【OUT/ enter log warning setting interface. Log Setup Log Alert Re-Verify Press 【IN\ 】 key or number key to input log warning number. Press 】...

  • Page 31: Hardware Test

    Prompt: if the same card is identified continuously in re-verify time period, only the first record will be saved in device memory. 2.4.10 Hardware Test Test the functions of machine keyboard, LCD, voice and data area. Select [Hardware test] option in [Setup] menu Setup System Log Setup...

  • Page 32: Usb Flash

    enter flash testing interface. Two steps: 1. Erase all data; 2. Check Step 1 Step 2 Erase All Data Continue? Check... Esc-C Yes-OK After checking completed, the interface will show the checking result, Flash Flash OK! Esc-C After each testing is finished, press [C] key to exit. USB Flash Put U flash driver into terminal USB port and press [M] to management menu.

  • Page 33: User Backup

    Prompt:：Please copy the backup record files to another direction of the local PC, Otherwise running [All Log Backup] will instead backup files. 2.5.3 User Backup： Download user information and fingerprint template to USB flash driver, the backup file store in BAK.YG and BAK.ZW file under G:\00000001 directory. 2.5.4 User Reco! Recover the user information back to the terminal from USB flash driver.

  • Page 34: T&A Status Setting

    Menu System Info Press [OK] key to enter system info interface, and check info of correct operated device. System Info ▼ System Info ▲ User Serial 1000 Card 1000 FirmVer 5000 User: Registered user number in device Card : Registered card number. Select it and press [OK] key and you can check the same password enrollment number.
  • Page 35 Shutdown! 17 : 30 12-20-10 Then device will shut down. Notice: If external power is connected, you can press [OK] key to power on device.
  • Page 36 Chapter3 System Installation This chapter mainly discusses the installation and un-installation of T&A software as well as the hardware and operation system requirement.

  • Page 37: System Installation

    System Installation First we should install background management software on the computer. Please refer to the following steps: Running Environment Hardware environment Pentium 266 and above; Pentium 500 and above is recommended Ⅱ Ⅲ 128 Memory and above; Minimum 100M hardware space; COM Port;...
  • Page 38 Select the target directory to install the program and the default is “C:\Att”. Click [Next] to continue installation (see the picture below): Click [Back] and installation will return to the previous screen and re-select target directory; Click [Next] and the installation will start as the following picture shows: The installation will be done after seconds (see the picture below):...

  • Page 39: Uninstall The Software

    Double click it and the T&A management system will be started. In addition, [Intelligent Management System] has been added to [All Programs]. Please see the picture below: The shortcut of [Intelligent Management] and [Communication Management Software] are included in [Intelligent Management]. Uninstall the software Click [Uninstall Intelligent Management] in the above picture, click [Next] and the program will be uninstalled automatically.
  • Page 40 Chapter4 C o m m u n i c a t i o n The chapter is mainly about how to add, delete and set communication between PC and terminal.

  • Page 41: Data Communication

    Data Communication Select [Start] - [All programs] - [Intelligent Management] , the main interface will show as following (default password is empty): If the time attendance software’s login password is not empty, you should enter the password firstly. Enter the password and click the button [OK] to login. If you enter the wrong password 3 times, the software will automatically close.

  • Page 42: T&A Machine Management

    Click the button [OK]. And then try to enter the correct password T&A Machine Management 4.1.1 Add Unit Click the button [Add Unit]. Following windows pops up: Remark: Terminal No.: This number can be set as you like. Prompt: Device ID range is 1-99999999, and default is 1. (Device ID must enter as same as in the communication software), When the device ID as “Null”...

  • Page 43: Modify Unit

    icon ( ). Please move the cursor to the terminal icon it displays as follows: Machine Number: 1 Machine Name: Head office Serial Number: 500 Communication Method: USB Connection State: Abnormal The connection state should be normal. So please do communication operation with machine (i.e.

  • Page 44: Right Key Menu

    Click the button [OK] to delete or click the button [Cancel] to cancel. 4.1.4 Right Key Menu 图4.1.4 [Select All]: Select all the terminals. [Reverse Selection]: Select the terminals which are not selected. Cancel the terminals that be selected. 4.1.4.1 Set the machine number Select 【Set the machine number】option enter to setup interface：...

  • Page 45: Terminal Information

    Select the check box and then modify the parameters. Click the button [OK] to save [2009-03-18 13:26:14]1[Head office] Set the network parameters successfully 4.1.4.3 Terminal Information Display terminal information as follows: Click the button [Retrieve] to retrieve the terminal information. Click the button [Cancel] to close the window.

  • Page 46: Disable The Manager

    There are two kind of message type: Private message and public message Private message need the employee ID. If you do not input the employee ID, the system prompts message: Input message not compete! Click [Add Message] button to add the message. Click [Read message], you will see the message in the [Message List].

  • Page 47: Synchronize Time

    Choice [Disable the manager] menu, the system will prompt as follow: Click the [Ok] button to delete manager, Click [Cancel] to cancel the delete operation [2010-11-22 14:10:00]1[Head Office] Clear the manager succeed. 4.1.5 Synchronize Time Synchronize the Terminal’s time with the computer time. Click the button [Synchronize time].
  • Page 48 Click the button [Terminal Parameter]. The [Terminal parameter settings] interface pops up: Sleep time (0~250minutes): How long dose the terminal turn to the sleep mode if there is no one operating the terminal. Volume (0~5): The volume of the prompt sound in the terminal. The default value is Date format: There are three kinds date format: yy-mm-dd, mm/dd/yy, dd/mm/yy.

  • Page 49: Download New Record

    communication method. Click the button [OK] to save the settings. Following message box pops up: Click the button [OK] to confirm or click the button [Cancel] to cancel. The operation information in the main interface is as follows: [2009-03-18 15:05:08]Set Advanced Parameter... [2009-03-18 15:05:10]1[Head office] Parameter setting successfully! Click the button [Display default setting] to see the terminal’s default settings 4.1.8...

  • Page 50: Clear Record

    [2009-03-18 15:13:23]1[Head office] Reading attendance records... [2009-03-18 15:13:24]1[Head office] Read the records completed, Records: 6, Read successfully: 6 4.1.10 Clear record Click the button [Clear record]. Following message box pops up: Click the button [OK] to confirm or click the button [Cancel] to cancel. Following information shows on the main interface: [2009-03-18 15:14:15]Clearing time attendance records...

  • Page 51: Resume Employees

    Click the button [OK] to confirm or click the button [Cancel] to cancel. 4.1.12 Resume employees Upload the employee information and employee’s templates from the computer to the terminal. Click the button [Resume employees]. Following message box pops up: Click the button [OK] to confirm or click the button [Cancel] to cancel. Some operation information displays as follows: [2009-03-18 15:16:37]Get back employees...

  • Page 52: Activate Real-Time

    4.2.1 Activate real-time Click the [Activate real-time] button, the status bar shows message: “Reading attendance records…”. Now the software is beginning to supervise the terminal, and then collect the records every 5 seconds. You can review the record information in the [Real-Time Monitoring Records Information] as follows: When the employee clock in or out, the [Check-in Times] or the [Check-out times] increases one.

  • Page 53: Prohibit Real-Time

    4.2.2 Prohibit real-time Click the button [Prohibit real-time] to stop the real-time monitoring. You can see the begin time and end time of the real-time monitoring in the [Real-Time Monitoring Records Information] as follows: Employees Management Employee management interface is as following: 4.3.1 Add employee Click [Add employee] button, open [Add/modify employee info] window which...
  • Page 54 includes 2 pages: Basic info as follows: [Basic info]: Input employee info in [Basic info]. You can also add pictures for employees. Notice: The No. is exclusive as well as the first digit cannot be 0. There are two ways to add pictures: 1st way: Click [ ] button, choose employee’s picture stored in PC and open [Edit picture] window as following,...
  • Page 55 Click the button [view] to choose one photo. Click the button [View] to choose one photo. And Crop the photo by the [Cut-down] button and then click the button [Save] to save as follows:...

  • Page 56: Modify Employee

    2nd way: You can install camera to take pictures and edit then save. Make sure there is camera equipment installed in your PC. Click [ ] button, open [Pictures shooting] window as following, Choose camera equipment, and click the button [take Pic] to take a photo. Edit the photo by [Cut-down] function and then click the button [Save] to save.

  • Page 57: Delete Employee

    4.3.3 Delete employee Delete the employee from the database. Choose employee from employee info list (you can choose some or all the employee by using the button [Shift] or [Ctrl] on your computer’s keypad). Click [Delete Employee] to delete the selected employee. 4.3.4 Transfer department Choose the employees and then click the button [Transfer department].

  • Page 58: Copy Privilege

    Choose the terminal and then click the button [OK] to save. You can find the employee’s authorized terminal in the column [Unit] as follows: 4.3.6 Copy Privilege Copy the privilege from employee A to the employee B. And then the employee B’s privilege will be as same as the employee A.

  • Page 59: Upload Employee

    employee’s privilege in the [Set privilege] as follows: Click the button [Cancel] to exit the [Set privilege]. And then click the button [OK] to confirm or click the button [Cancel] to cancel. Click the button [OK] to confirm or click the button [Cancel] to cancel. 4.3.7 Upload employee Upload employee is to transfer employee info register in local pc to machine.

  • Page 60: Delete From Unit

    Click [OK] to confirm or [Cancel] to stop the operation. During uploading, status window shows ’Upload employee’ and after progress bar shows 100%, the uploading is finished. Status window will prompt ‘uploading employee completed’. The main interface will be as following: [2009-03-19 15:10:18]Upload employees...

  • Page 61: Department Management

    Terminal. Click [Check Employee] button to check the employee’s information. 4.3.10 Department Management Move the cursor to the department list and then click the right button of your mouse. The menu pops up as follows: [Add dept] Click [Add dept]. The [Input Department Name] window pops up: Input the department name.

  • Page 62: Record Management

    Record Management 4.4.1 Record Search Set the Begin Date and End Date as follows: Click the button [Search record] to search the record.

  • Page 63: Export Record

    4.4.2 Export Record Set the export format, export file and time format. Export format: 3 formats optional: text file (.txt), CSV file (.csv), Excel files (.xls). Export field: Choose the fields which are useful for you. Time format: 4 optional formats Employee No.
  • Page 64 Reader data from U flash drive, must keep the file store in the G:\00000001folder in the U flash driver. [G] is the Driver letter of the U flash driver . And [00000001] is the device ID. Software interface show as follow: Read the data from the U flash driver：First select driver letter for U flash driver, click [Read the data from the U flash driver] the system will read the attendance records and import them to local Att2003.mdb database.

  • Page 65: System Settings

    flash driver. System settings Click the icon on the top left corner, the menu pops up as follows: 4.6.1 Basic parameter settings Click the [Basic Parameter Setting]. The [Basic Parameter Setting] pops up: Com port Communication delay time (1-5) sec.: The default time is 3s. Network Communication delay time (1-20) sec.: The default time is 5s.

  • Page 66: Timing Downloading Record

    Click the state which is going to be modified. Input the status description. [Retrieve from the selected terminal]: Download the T&A status from the selected terminal; [Upload to the selected terminal]: Upload the T&A status from the selected terminal. 4.6.3 Timing Downloading Record Click the [Timing Downloading Record].

  • Page 67: Database Linking Setting

    Old password: default password is empty. If user has modified password, please input this password which is used to log on system. If it’s wrong, system will prompt, Click [OK] and input old password again. New Pwd: the password user wants to set Confirm Pwd: input new password again to confirm.

  • Page 68: Exit System

    Click [ ] button beside [1. Select or enter a database name:] to choose the linking database directory. And then choose database name, click [Open] button to confirm database linking and exit to [Data link properties] interface. If the database has set [User name] and [password] already, we must input [User name] and [password] in [2.

  • Page 69: Change The Software Language

    Shift the skin color by press the button [ ] .The style is Windows XP system style. 4.7.2 Change the software language Choose the language in the option [ 4.7.3 Set quick access button Move the cursor to the icon [Synchronize time]. Click the mouse’s right button. It prompt s: Click the item “Add to Quick Access Toolbar”.
  • Page 70 Chapter5 Background Management The main theme of this chapter is how to collect attendance records from different terminals with management software and generate different reports. The background software can manage employee information, set rules of attendance etc.

  • Page 71: Background Management

    Background Management Management software can collect attendance records from different terminals, calculate according to shift setting and finally generate different reports. The background software can manage employee information, set rules of attendance etc. Log in System Double click the icon [ ] on the desktop to start the attendance background management program.

  • Page 72: System

    1. System menu: Include the whole function module & information 2. Shortcut button: Shortcut button of common function module, array in working order, easy to work on 3. Status column: Show the current time, logged-in administrator and system information. System Click [System] on the main menu, following springs: 5.2.1 Parameters Settings...
  • Page 73 also be calculated on the base that how many minutes working after off duty time. “Shift expand two days” is set under real condition. Stat. Rules: Click page [Stat. Rules] in pic5.1, following shows: This page describes the stat. rules of items: normal, late, early, business leave, leave, absence, overtime, free overtime.

  • Page 74: Administrators

    Add new leave class: Click [Append], input the name of leave class and choose color and click [save] to finish. Revise leave class: Select the name of leave class which one need to be revised, click [Modify], input new name of leave class and color, and click [Save] to finish. Delete leave class: Select the name of leave class which one need to be deleted, click [Delete], and click [OK] to finish.
  • Page 75 Append new administrator: Click [Append]—input the name of new administrator within input field. Of [Administrators], select corresponding privileges below and click [Save] to finish adding of new administrator. The default password of new administrator is 888888. Please log in as the new registered administrator and click menu [System] -- [Administrator’s password set] to set new password of administrator for system security.

  • Page 76: Administrator's Password Set

    5.2.3 Administrator’s Password Set Click menu [System]--[Administrator’s Password Set], following springs: Input the original password in [Old Pwd], enter the new password in [New Pwd], enter again in [Confirm Pwd] and click [OK] to finish. 5.2.4 Modified Record Log Click menu [System]--[Modified Record Log], following springs: Select department, employee No.

  • Page 77: Set Database Link

    This log records all the operations of every administrator. Select [Administrator] and the time range then click [Search] to see what operations have been done by this administrator within the selected time range, which makes it possible that the multi-administrators can use the software at the same time. 5.2.6 Set Database Link This system adopts the database interface of Microsoft ADO.

  • Page 78: Exit System

    Input the database name or click the button to select the correct database file. Notice: You can click [Test connection] to test the connection correctness of the database. 5.2.7 Exit System Click [Exit System] in System menu. The following menu springs: Click [OK] to exit management software and return to Windows system.

  • Page 79: Employees Maintenance

    Add a new department: Click [Append], input the new department name and click [Save] to add a sub department for the chosen department. Note: when you want to do some other operations to the new department, you need to set the privilege of modifying the new department for the administrator in the [administrator set] first (choose the new department you just added in the “Department operable”).
  • Page 80 Employee's adding: Choose the department that the employees belong to, clicks [Append], and input employee’s information, then click [Save] to complete. Note: 1. The items of “Calculate attendance”, “Calculate overtime”, “Rest on holiday” below “Attendance Set” is correlated with report, please set it correctly. If the checkbox of “Calculate Attendance”...
  • Page 81 records, shift arrangement will be deleted at the same time. Import employees: Click [Import], employee importation window springs for importing employees. Employee’s department shifting: Choose the employee you want to shift the department click [Transfer] and following window will pop up: Select the new department and click [OK] to complete.

  • Page 82: Attendance Management

    Please select your target directory of your export, file format (txt or xls) and the file name. Click [Save] to confirm the operation. Notice: Exported Excel file can be used as backup information and can be imported again. Attendance Management Click [Attendance] in the main menu, following springs: 5.4.1 Holiday List...

  • Page 83: Timetable And Shift

    Select the festivals or holidays you want to revise, then click [Modify] and input the new information. Click [Save] when ready. Deletion of festivals or holidays: Select the festivals or holidays you want to delete, and then click [Delete] to perform Deletion of festivals or holidays.
  • Page 84 Pic5.2 Add a new timetable: Click [Append] and enter the corresponding information: [Timetable Name] For instance: Day Shift [On duty Time] (08:00) [Off duty Time] (17:00) [Begin Clock-in Time] (07:00) [End Clock-in Time] (13:00) [Begin Clock-out Time] (16:00) [End Clock-out Time] (20:00), [Late error allowance] (5) [Early error allowance] (5) [Count as work day] (1)
  • Page 85 treated as “early”; [Count as work day] and [Count as work time XXX minutes] are used in calculating business leave, leave, absence and overtime. Checking [Must C-In] and [Must C-out] or not will affect the result of calculation. If [Must C-In] is checked and the timetable is included of Employee A’s shift, he will be either considered absence or treated according to [Not clock in count as late XXX minutes] in [Parameter Settings] If he didn’t clock in or ask for leave.
  • Page 86 Add a shift: Click [Append] and enter corresponding shit information in [Shift Name] such as: normal shift [Cycle] (1), [Cycle Unit] (week), and click [Add], select the timetables and time range required in this shift in the springing window (see the Pic5.3 below) For instance, select the timetable –...
  • Page 87 Arrange the shift automatically: when an employee has several shifts during one period, he need to finish all the shifts if it is not arranged the shifts automatically otherwise he will be regarded as absence; if you select the [Arrange the shift automatically], just finishing one shift of the period is reared as normal attendance.
  • Page 88 Click [Add] and the following window pops up: Select the timetable “Morning shift” to be added and select the time range to apply to this timetable “from Monday to Friday of the first week” and click [OK] to complete the setting of the first week.

  • Page 89: Employee Scheduling

    Click [OK] to complete the working hour setting for the third week. After the completion of above steps, please don’t forget to click [Save] and the setup of “three shifts” will be done (see the picture below): 5.4.3 Employee Scheduling Click [Employee Scheduling] in [Attendance] menu.
  • Page 90 Pic5.4 Choose the department or several personnel that need to arrange shifts, click [Arrange], the following window appears: Pic5.5 Add a new shift: Select the corresponding shifts, for instance: The commencement date and deadline of...

  • Page 91: Attendance Records

    this shift of “normal class ", click [Add] button and then click [OK] in Pic5.5 to finish the adding of new shifts. Please note: If the cycle unit of scheduling is “week” and the amount of cycle is more than 2, the starting date should setup as “Sunday”.
  • Page 92 Click [Attendance Records] in [Attendance] menu, the following appears: Inquiry of attendance record: Select the department, employee, the beginning and ending time that need to inquire about, then click search, you can get the corresponding attendance record. Attendance record report form preview:...

  • Page 93: Attendance Calculating And Report

    Click [Report] when the window displays the attendance inquiry records, you can get the report form automatically. Attendance records exporting If need to lead out the attendance record, only need to click export, you can lead out the data inquired. (File format: *.txt, *.xls) Click [Modify Log] and the log-modifying window will be called for reviewing the modification log of time and attendance records.
  • Page 94 Pic5.6 Select the beginning, the ending date and the department and employee that need to be calculated and then click [Calculate]. There are four Tabs of information after search and calculation which can be viewed respectively: [Attendance Exceptions]: Display the dealt result of the original attendance records; [Shift Exceptions]: Display Employee’s attendance result in the scheduled time period;...
  • Page 95 We will see such mistakes as “state mistake”, “invalid record”, “repeated record”, etc. are described. (If we will revise to write down, click the right key and springs the following menu): The definition of each option as follows: [Export Data]: Export the data in the current attendance record list to a file in txt or xls format;...
  • Page 96 [Change state]: Change the selected attendance record to a new state. Manually deal with the attendance record according to the practical situation; [Delete selected]: Mark the record as manual deleting, deleting when save it; [Cancel operation for selected]: Cancel revision to this record; [Deal with and save]: You can save the records that have been treated.
  • Page 97 [Daily Report]: Calculate employee’s daily attendance record; [General Report]: Calculate all employee’s attendance items such as “normal”, “actual”, “late”, “early”, “absent”, “overtime” etc;...
  • Page 98 [Exceptions Report]: Calculate employee’s “out”, “overtime”, business leave/ personal leave” etc;...
  • Page 99 [Create a Report for Current Grid]: Print preview of the current displayed grid. For example: Attendance Report...
  • Page 100 Print Report: Toolbar of report preview is as the following picture:...

  • Page 101: Deal With Exceptions

    Adjust the ratio of preview content; Open the existing report file; Find the report file (*.frp) to be opened, select it and click [Open] to see the report. Save report to file; Select the directory to save the report to, enter the file name and click [Save] to complete the backup of the report for future check or copying to another computer for printing;...

  • Page 102: Away On Business/ Leave

    5.5.1 Away on Business/ Leave When the employee can't punch in/out because of going out on business or asking for leave, in order to guarantee the exactness of the final statistics, we should make these settings through this function. Click [Away on Business/ Leave] in [Exception] menu, the following interface springs: Deal with employee away on business / leave: Click [Append], then select the proper department, employee ID, beginning time, ending...

  • Page 103: Append Record Collectively

    append the forgetting attendance record. Click [Append Record] in [Exception] menu, the following window Springs: Select the relative items and click [Append] when ready. 5.5.3 Append Record Collectively When part or all of the employees in a department did not punch in/out because of some reasons, please you can use this function to add punching in/out collectively, click [Exception]--[Append Record Collectively], following springs: Select the department, thus the employees in the department will be listed in the...

  • Page 104: Data Maintenance

    Steps as follows; 1. Click “Dealing with Collectively Late/Early”; 2. Select time range for “ignore clock in record”; 3. Select the “modified clock in time” 4. Search employee through department or shift; 5. Select employee; 6. Click [OK] to confirm. Data Maintenance Click [Data Maintenance] on the main menu, following springs: 5.6.1...

  • Page 105: Import Attendance Record

    Click to select the personnel list file for importing. Select the right file which can be in *.txt or MS Excel (*.xls) formats, then click [open]to get back to above window, click [OK] to start! The definition of (*.txt) data format as follows: This format of file only can import the employee info of “ID, Name, and department”;...

  • Page 106: Clear Obsolete Data

    Click to select the attendance record file for importing, and click [OK] to start. 5.6.3 Clear Obsolete Data Click [Clear Obsolete Data] in [Data Maintenance] menu, springs the following window: After your system is used for a long time, you will get a large number of obsolete data in the database.

  • Page 107: External Program Management

    Click [Initialize System] in [Data Maintenance] to initialize the system. (Note: After the system is initialized, all information will be lost; the system will get back to the state when just installed. Please make sure that you want to initialize the system. ) External Program Management Click [External] on the main menu, following springs: 5.7.1...
  • Page 108 Chapter6 Frequently asked questions and answers...

  • Page 109: Fqa

    No records found though employee have clocked in/out. Reason Solution 1. Unit power break for a long time Synchronize the time (time turn to zero as default) record hasn’t been Please download the record from downloaded. the device. 3. The capacity has been fully Please clear the records in time.

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