Table Of Contents - Icon Time Systems TOTALPASS Small Business Premium User Manual

TotalPass Small Business Premium User Guide

Table of Contents

Chapter 1: Getting Familiar with Your Time Clock .......................................................... 7
Introduction................................................................................................................................................................................. 7
Welcome .............................................................................................................................................................. 7
System Requirements ..................................................................................................................................... 8
Features ............................................................................................................................................................... 8
Available TotalPass Upgrades ..................................................................................................................... 9
Connection / Setup ...................................................................................................................................... 10
http://www.icontime.com/images/docs/collateral/TotalPass_Wifi_Proximity_Time_Clock_QS
G_Web.pdfLogging In .................................................................................................................................. 10
Support and Troubleshooting .................................................................................................................. 10
Integration with Payroll .............................................................................................................................. 10
Register your Time Clock ........................................................................................................................... 11
Navigating the Time Clock Software ............................................................................................................................... 11
Home Page ...................................................................................................................................................... 11
Lists Menu ........................................................................................................................................................ 12
Reports Menu ................................................................................................................................................. 13
Payroll Menu ................................................................................................................................................... 13
Files Menu ........................................................................................................................................................ 13
Settings Menu ................................................................................................................................................ 13
Help Menu ....................................................................................................................................................... 14
Chapter 2: Setting Your Time Clock Preferences ........................................................... 15
Setting Your Pay Preferences ............................................................................................................................................. 15
Setting Your Overtime Preferences .................................................................................................................................. 16
Setting Your Punch Preferences ........................................................................................................................................ 17
Setting Employee Input Preferences ................................................................................................................................ 19
Setting Your Device Preferences ....................................................................................................................................... 20
Create Payroll Export File ..................................................................................................................................................... 23
Email / Backup Preferences: ................................................................................................................................................ 23
Outgoing Email Settings (SMTP Server) ............................................................................................... 23
Common SMTP Server Settings ............................................................................................................... 24
Setting Your Alert Preferences ........................................................................................................................................... 26
Alert Setup ....................................................................................................................................................... 27
Creating Custom Fields ......................................................................................................................................................... 27
Chapter 3: Setting Up Your Employees .......................................................................... 29
Employee List ............................................................................................................................................................................ 29
Make Employees Inactive ........................................................................................................................... 29
Customizing the Columns .......................................................................................................................... 30
Time Remaining Before Overtime ........................................................................................................... 30
Adding Employees .................................................................................................................................................................. 30
2