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 .......................................................... 6
Introduction................................................................................................................................................................................. 6
Welcome .............................................................................................................................................................. 6
System Requirements ..................................................................................................................................... 7
Features ............................................................................................................................................................... 7
Available TotalPass Upgrades ..................................................................................................................... 8
Connection / Setup ......................................................................................................................................... 8
Logging In ........................................................................................................................................................... 9
Support and Troubleshooting ..................................................................................................................... 9
Payroll Interfaces .............................................................................................................................................. 9
Register your Time Clock ........................................................................................................................... 10
Navigating the Time Clock Software ............................................................................................................................... 10
Home Page ...................................................................................................................................................... 10
Lists Menu ........................................................................................................................................................ 11
Reports Menu ................................................................................................................................................. 11
Files Menu ........................................................................................................................................................ 11
Settings Menu ................................................................................................................................................ 11
Help Menu ....................................................................................................................................................... 11
Chapter 2: Setting Your Time Clock Preferences ........................................................... 12
Setting Your Pay Preferences ............................................................................................................................................. 12
Setting Your Overtime Preferences .................................................................................................................................. 13
Setting Your Punch Preferences ........................................................................................................................................ 14
Setting Employee Input Preferences ................................................................................................................................ 16
Setting Your Device Preferences ....................................................................................................................................... 17
Email / Backup Preferences: ................................................................................................................................................ 19
Outgoing Email Settings (SMTP Server) ............................................................................................... 19
Common SMTP Server Settings ............................................................................................................... 20
Setting Your Alert Preferences ........................................................................................................................................... 23
Alert Setup ....................................................................................................................................................... 24
Creating Custom Fields ......................................................................................................................................................... 24
Chapter 3: Setting Up Your Employees .......................................................................... 26
Employee List ............................................................................................................................................................................ 26
Make Employees Inactive ........................................................................................................................... 26
Time Remaining Before Overtime ........................................................................................................... 27
Adding Employees .................................................................................................................................................................. 27
Employee Information ................................................................................................................................. 27
Employee Settings ........................................................................................................................................ 28
Lunch Time Deduction ................................................................................................................................ 29
Web Punch Time Clock Settings ............................................................................................................. 30
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