Icon Time Systems TotalPass Small Business Premium User Manual

Icon Time Systems TotalPass Small Business Premium User Manual

Biometric time clock
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TOTALPASS BIOMETRIC
USER GUIDE
TotalPass Small Business Premium
Biometric Time Clock
Icon Time Systems, Inc.
sales@icontime.com
www.icontime.com

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Summary of Contents for Icon Time Systems TotalPass Small Business Premium

  • Page 1 TOTALPASS BIOMETRIC USER GUIDE TotalPass Small Business Premium Biometric Time Clock Icon Time Systems, Inc. sales@icontime.com www.icontime.com...
  • Page 2 Reproduction of this document in whole or in part is strictly prohibited. This document may contain typographical or copy errors. TotalPass, 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

    TotalPass Small Business Premium User Guide Table of Contents Chapter 1: Getting Familiar with Your Time Clock ............6 Introduction....................................6 Welcome ................................6 System Requirements ............................. 7 Features ................................7 Available TotalPass Upgrades ........................8 Connection / Setup ............................8 Logging In ................................
  • Page 4 Biometric Settings ............................30 Accrual Settings (Upgrade Required) ....................30 Delete Employee’s Punches ........................30 Chapter 4: Using Biometric Fingerprint Entry ............... 31 Overview ..................................... 31 Time Clock Functions ........................... 31 Enrolling Employees Fingerprints Using Self Enroll ....................32 Biometric Settings ................................... 33 Biometric Settings by Employee ......................
  • Page 5 Chapter 8: Alternate Employee Entry Options ............... 56 Web Punch Employee Entry ..............................56 Setting Up Your Employees - Web Punch Time Clock ..............56 Punching In/Out Using Web Punch Entry.................... 57 Clocking In/Out from GPS Enabled Smart Phone – Location Tracking ........58 IP Address Restriction ..........................
  • Page 6 Force Connect ..............................72 Force Full Sync ..............................72 Show Sync Status ............................72 Convert to Parent ............................72 Chapter 11: Software Upgrades ..................73 Enabling Software Upgrades .............................. 73 Employee Capacity Upgrades ............................. 74 Web Punch Employee Entry ..............................74 Benefit Tracking Upgrade ..............................
  • Page 7: 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 8: System Requirements

    * Only available with the installed version of QuickBooks. Features The TotalPass Small Business Premium Biometric is the perfect fit for a growing business that requires a time clock that can keep up with changing needs. This time clock is ideal for those companies looking for a feature-rich product that is fully supported by a nationwide network of experts.
  • Page 9: Available Totalpass Upgrades

    Configurable for remote Internet access • SSL data encryption for secure data transfer over the Internet • Paid break tracking • QuickBooks, ADP and Paychex Online Payroll Interface • Automatic lunch time deduction • Timecard, Attendance, and Department based reports •...
  • Page 10: Logging In

    http://www.icontime.com/images/docs/collateral/TotalPass_Biometric_Time_Clock_QSG.pdf Logging In To log in and view employee information and punch details, enter the time clock’s assigned Internet Protocol (IP) address into your Internet browser address field. You must enter the address exactly as displayed below. For example, if the assigned address is 192.168.2.103, enter that text directly into the address field, preceded with “http://”.
  • Page 11: Register Your Time Clock

    Register your Time Clock The first time you log in to your time clock, you will be prompted to register it. Register your time clock to ensure that you receive email notification of free software updates, your manufacturer’s 1 year hardware warranty, and 30 days of free technical support. Navigating the Time Clock Software The time clock interface is designed to allow you to quickly and easily complete your tasks and run your reports.
  • Page 12: Lists Menu

    Lists Menu Use the Lists menu for adding, modifying or deleting employees, departments, supervisors, or enabling or disabling additional time clocks connected to the system. Refer to Chapter 3: Setting Up Your Employees for instructions on setting up employees, and Chapter 6: Departments and Supervisors for instructions on configuring departments and additional time...
  • Page 13: 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:  Setup your pay period and overtime rules  Setup punch rounding and Employee Input options ...
  • Page 14: Setting Your Overtime Preferences

    2. If you select the semi-monthly pay period, two additional date fields display that must be completed. Type the first day of the month that your pay period begins in the Start Semi- • Monthly on field. Type the second day of the month that your pay period begins in the and on field. •...
  • Page 15: Setting Your Punch Preferences

    Note: Overtime (OT1) is calculated at time-and-a-half (1.5) the rate of pay and double overtime (OT2) is calculated at two times the rate of pay (2.0). With the Benefit Tracking Upgrade, these rates are customizeable. 3. To set consecutive day overtime rules, change the Consecutive Day OT drop-down menu to Yes.
  • Page 16 An In punch of 7:53 am would calculate as 8:00 am. 15 Minute Slant (10/5 In, 5/10 Out): Quarter hour rounding similar to above except • the break point occurs on the 5th minute or 10th minute depending on whether it is an In punch or an Out punch.
  • Page 17: Setting Employee Input Preferences

    3. Check the Flag edits on reports checkbox to flag manually edited punches on reports. If checked, all edited punches are marked with E. 4. Type the number of minutes in the Reject Like Punches within field. If an employee accidentally tries to enter the same type of punch at the time clock, within the minutes specified, the second punch is ignored.
  • Page 18: Setting Your Device Preferences

    Note: Employee Inputs must also be enabled for each indivial employee. Refer to Assigning/Changing Departments on page 41 for instructions. Setting Your Device Preferences Select Settings | Preferences and click on the Device tab to go to the Device Preferences screen.
  • Page 19 6. Check the Lock Keypad checkbox to lock the keypad and prevent keypad entry of employee ID numbers (PIN) at the employee time clock. Use this option if you purchased proximity badges and you do not want employees using the keypad. 7.
  • Page 20: Email / Backup Preferences

    Email / Backup Preferences: The TotalPass Small Business Premium application allows system alerts to be automatically e- mailed to one or more supervisors. The system will send email alerts if an employee has a photo punch that needs verification, as employees come and go, before they accumulate overtime, if they leave early, and more.

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