Lathem PayClock Express PC50 User Manual

Time and attendance system
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888 534-5994
PayClock Express
USER MANUAL

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Summary of Contents for Lathem PayClock Express PC50

  • Page 1 888 534-5994 PayClock Express USER MANUAL...
  • Page 2 ® PayClock Express Time and Attendance System Model PC50 User’s Guide...
  • Page 3 - Consult the dealer or an experienced radio TV technician for help. This Class B digital apparatus complies with Canadian ICES-003. Cet appariel numerique de la classe B est conforme a la norme NMB-003 du Canada. Lathem Time Corporation 200 Selig Drive, SW Atlanta, Georgia USA 30336...
  • Page 4: Table Of Contents

    Reproduction of this document in whole or in part is strictly prohibited. This document may contain typographical or copy errors. PayClock, Lathem, the Lathem logo, and all other Lathem product names mentioned in this document are registered trademarks of Lathem Time Corporation. All other products, brand names, or company names mentioned in this document are properties and trademarks or registered trademarks of their respective companies.
  • Page 5: Quick Start Steps

    Quick Start Steps Verify the contents of your system (pg. 7) Verify your computer meets the Minimum System Requirements listed on pages 3 of this User Guide (pg.8) Install the PayClock Express Software and PC50 Driver (pg. 9) NOTE You may install the PC50 terminal on a different computer from the one which contains your PayClock Express software.
  • Page 6 Connect the USB Cable to the PC50. Note: Make sure the cable “snaps” firmly into place (pg. 15) Connect the USB Cable to your computer and install the required software drivers (pg.16) Using the instructions on page 36, mount your PC50 to the wall where you would like employees to punch in and out...
  • Page 7 Open the PayClock Express software by clicking on the PayClock Icon (pg. 38) Configuring your software preferences by using the Setup Icon in the Home Screen (pg. Add employees and assign badges using the Employee Icon (pg. 48)
  • Page 8: Welcome

    G U I D E - 1 Welcome Product Overview Congratulations on the purchase of your new Lathem PayClock Express Time and Attendance System. This system will allow you to record and manage employee attendance records with ease and simplicity.
  • Page 9: System Features

    2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E later. The employee is able to punch in and out freely during his/her schedule.
  • Page 10 Download your software upgrades and instantly activate upon receipt of online payment. Accessories Lathem offers a number of accessories to further enhance your PC50 system. Visit http://shop.lathem.com to purchase any of the accessories listed below.
  • Page 11: Getting Help

    In addition to resources within the PayClock Express software, assistance may be accessed online, via email, via telephone, or through your Lathem dealer. Don’t forget that Lathem also offers annual support contracts. PayClock Interactive Help System Viewer The Interactive Help System Viewer allows you to search through an index of help topics to locate the answer you need.
  • Page 12 24 hours. Email support is free to all registered users of Lathem products. Telephone Support Lathem offers technical support between the hours of 8am and 7pm Monday through Friday. Please call (800) 241-4990 to speak with our support team. You will receive free technical support for the first 30 days after your initial call.
  • Page 13 Extended parts and labor warranty helps you to save money on repairs needed after the regular product warranty has expired To learn more about Lathem support contracts and to make a purchase, contact us at (800) 241-4990 or visit http://www.lathem.com/news/supportplan.shtml...
  • Page 14: Package Contents

    G U I D E - 7 Package Contents Please verify that your package includes ALL of the following items. If your package is missing an item, please call Lathem technical support at (404) 691-1065. PC50 Terminal Fifteen (15) Radio Frequency ID (RFID) badges PayClock Express Software CD 15’...
  • Page 15: System Requirements

    8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E System Requirements You must verify that your system meets ALL of the minimum requirements listed below in order to run PayClock Express on your computer.
  • Page 16: Windows Xp - Install The Software & Pc50 Drivers

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 9 Windows XP - Install the PayClock Express Software and PC50 Drivers CAUTION Before proceeding with your PayClock Express installation, verify that your PC meets ALL of the System Requirements listed on page 1.
  • Page 17 1 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 3. Select Install Type Select Install Full PayClock Express and click OK Note: You will only select Only Install PC50 Drivers when you are installing the PC50 to a different computer.
  • Page 18 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 1 1 5. Read the License Agreement Select I Accept to accept the terms to move forward. 6.
  • Page 19 1 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E The default location for PayClock Express to be installed is the C:PAYCLOCK folder To change where PayClock Express will be installed on your computer click Browse to locate your preferred folder.
  • Page 20 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 1 3 The PayClock Server Connection Manager and PayClock Terminal Service Manager icons will appear, indicating that PayClock has been successfully installed.
  • Page 21 1 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 9. OPTIONAL: Install the PC50 terminal on a separate computer from the one which contains the PayClock Express software. The second computer MUST be on the same Local Area Network (LAN) as the full PayClock Express Software installation.
  • Page 22: Connect The Usb Cable To The Pc50

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 1 5 Connect the USB cable to the PC50 To begin setting up the terminal, first connect the 15ft USB cable to the rear side of the PC50 as shown below.
  • Page 23: Connect The Usb Cable To Your Computer

    USB port by purchasing USB cable extenders directly from Lathem at http://shop.lathem.com or through an authorized reseller. You may need to use a Lathem PC-50 Power Adapter if the badge reader works intermittently, see the Troubleshooting section You may add up to four 16ft USB Extension Cables (P/N:...
  • Page 24 G U I D E - 1 7 These two software drivers must be installed for the PC50 to operate properly: USB Device and Lathem TouchStation Two separate “Found New Hardware Wizards” will appear in succession. You must complete both Wizards. Please note that it may take up to one minute for each Wizard to automatically appear.
  • Page 25 1 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 3. Select “Install the software automatically (Recommended)” and click “Next >”. 4.
  • Page 26 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 1 9 6. Another “Found New Hardware Wizard” will display. Select “Yes, this time only” or “Yes, now and every time I connect a device”...
  • Page 27 2 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 8. When the driver is located, this message will display. Click “Continue Anyway”.
  • Page 28: Windows Vista - Install The Software & Pc50 Drivers

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 2 1 Windows Vista - Install the PayClock Express Software and PC50 Drivers CAUTION Before proceeding with your PayClock Express installation, verify that your PC meets ALL of the System Requirements listed on page...
  • Page 29 2 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E If AutoPlay does not run, follow the steps below: Click Start | All Programs | Accessories | Run from the Windows taskbar At the command line, type d:\Payclock\PCSetup.exe where d: is the letter of the drive for your CD-ROM...
  • Page 30 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 2 3 1. Select Install Type Select Install Full PayClock Express and click OK Note: You will only select Only Install PC50 Drivers when you are installing the PC50 to a different computer.
  • Page 31 2 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 5. Read the License Agreement Select I Accept to accept the terms to move forward. 6.
  • Page 32 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 2 5 The default location for PayClock Express to be installed is the C:PAYCLOCK folder To change where PayClock Express will be installed on your computer click Browse to locate your preferred folder.
  • Page 33 2 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E The PayClock Server Connection Manager and PayClock Terminal Service Manager icons will appear, indicating that PayClock has been successfully installed.
  • Page 34 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 2 7 9. OPTIONAL: Install the PC50 terminal on a separate computer from the one which contains the PayClock Express software. The second computer MUST be on the same Local Area Network (LAN) as the full PayClock Express Software installation.
  • Page 35: Connect The Usb Cable To The Pc50

    2 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Connect the USB cable to the PC50 To begin setting up the terminal, first connect the 15ft USB cable to the rear side of the PC50 as shown below.
  • Page 36: Connect The Usb Cable To Your Computer

    You can increase the distance between the PC50 terminal and your computer’s USB port by purchasing USB cable extenders directly from Lathem at http://shop.lathem.com or through an authorized reseller You may add up to four 16ft USB Extension Cables (P/N:...
  • Page 37 G U I D E These two software drivers must be installed for the PC50 to operate properly: USB Device and Lathem TouchStation Two separate “Found New Hardware Wizards” will appear in succession. You must complete both Wizards. Please note that it may take up to one minute or more for each Wizard to automatically appear.
  • Page 38 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 3 1 3. The “Found New Hardware – Unknown Device” message will display. Select “Browse my computer for driver software (advanced)”.
  • Page 39 3 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 5. The “Browse for folder” window will display. Click on “Computer”, the list will expand. Next, select the CD-Rom or DVD indicator in the list and click “OK”.
  • Page 40 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 3 3 7. The “Windows can’t verify the publisher of this driver software” message will display. Select “Install this driver software anyway”.
  • Page 41 3 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 9. Another “Found New Hardware” will display, click “Next”. 10. The “Windows can’t verify the publisher of this driver software”...
  • Page 42 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 3 5 11. Click Close to complete the process of loading the second driver.
  • Page 43: Mount The Pc50

    Select a site to install your PC50 terminal that will be convenient to employees clocking in and out. The included USB cable is 15 feet long. It may be extended using Lathem’s USB Extension Cables. When planning the necessary cable length between the PC50 and host computer, remember to consider the vertical drops between the PC50 and the computer.
  • Page 44 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 3 7 above. Screw-in three larger screws into their corresponding anchors, allowing the screw heads to have a gap of approximately 3/16“...
  • Page 45: Open Payclock Express

    Guide for information on purchasing software upgrades. 1. From the Log In window, choose Administrator from the User List 2. Enter the default password: “lathem” 3. Click OK and the software will open. A welcome tone will let you know that PayClock is ready for use.
  • Page 46 1. At the Log In screen, click the Change button. 2. Type in your Old Password (remember, the default is “lathem”) 3. Type in your New Password (the one you would like to create) 4. Confirm your new password by typing it in 5.
  • Page 47 If you do not have an internet connection, select Print at the end of the wizard to print and fax your information to Lathem at 1-800-252-2208 Call Lathem at 1-800-241-4990 and select option number 1 from the telephone menu to speak with a sales representative.
  • Page 48: Configure Payclock Express

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 4 1 Configure PayClock Express Create Company Profile and Setup Pay Period The General Tab will allow you to define your company name and your company’s pay period.
  • Page 49 4 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 5. Using the pull-down calendar, select the date on which your pay period begins (or began) 6.
  • Page 50 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 4 3 Create Overtime Rules In The Overtime Tab, you can set up how the software calculates overtime hours.
  • Page 51 4 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E For Overtime Level (2), select the additional rate at which employees are paid for additional overtime work on a daily basis and the number of hours worked (Limit) needed to earn this overtime If an option is not applicable, choose “Not Selected”.
  • Page 52 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 4 5 PayClock Express allows you to select one of three rounding options: No Rounding Punches will be calculated to-the-minute.
  • Page 53 4 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E If an employee punches out at 5:23pm, the software will calculate the time of departure as 5:24 because :23 is after the three minute break point after 5:18 To finalize your Rounding Rules, select the rule setting you prefer and click OK.
  • Page 54 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 4 7 DD/MM/YY: displays date as 01/12/06 YY/MM/DD: displays date as 06/12/01 Show Express Time Card in Black and White: check this box if you would like the Express Timecard displayed in black and white, rather than in yellow and green.
  • Page 55: Add Employees And Assign Badges

    4 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Add Employees and Assign Badges The Employees Icon is used to add, edit, delete, and filter employees.
  • Page 56 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 4 9 Add New Employees 1. Within the Employee Icon, click Add New. 2.
  • Page 57 5 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 5. Use the pull down calendar to select a Date of hire for each new employee.
  • Page 58 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 5 1 Using the Clock and Badges Move the badge towards the illuminated oval target area on the front of the PC50.
  • Page 59: Navigating Payclock Express

    5 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Navigating PayClock Express Now that your software is installed and your PC50 is connected to your PC, you may begin configuring your preferences within PayClock Express.
  • Page 60 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 5 3 Ribbon Bar: use to navigate within the software and locate functions Express Timecard: use to edit and view individual punch data Employee List: use to view pay period summaries for all...
  • Page 61 5 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E The PayClock System Button The PayClock System Button, located at the top left-hand corner of the Home Screen allows quick access to a number of important tools.
  • Page 62 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 5 5 The Ribbon Bar Instead of a menu and toolbar, the Ribbon Bar allows you to manage and edit your settings, as well as create reports, within one comprehensive area.
  • Page 63 5 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E The Employees Icon Add and terminate employees Edit employees’ personal information Edit base pay Create and assign custom messages or sounds The Audio Icon...
  • Page 64 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 5 7 The Export Icon export pay period data into the payroll program previously established The Close Icon Close the selected pay period to future editing.
  • Page 65 PayClock Express The Finger Sensor Icon Opens the Finger Template Management Wizard when a Lathem Fingerprint Reader is connected to the PC50. This allows you to register employee fingerprints into PayClock Express (see page 3 for information on purchasing this and other accessories).
  • Page 66 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 5 9 Express Timecard The Express Timecard gives you a quick view of individual punch information and allows you to add, edit, or delete data as is necessary.
  • Page 67 6 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Add Punch Icon This button lets you add a new punch, as well as the date and time for the new punch Add Time Off Icon This button lets you add time off for an employee and...
  • Page 68 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 6 1 Delete Icon This button allows you to delete punches already on the Time Card The Refresh Icon This icon will refresh the data in the timecards to reflect the...
  • Page 69 6 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E The Time Card Table The timecard table functions much like the cells in a spreadsheet. By clicking on a desired cell, you may edit it as needed.
  • Page 70 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 6 3 View and Edit Employee Information 1. Select the desired employee from the Employee List and click the Employees Icon from the Ribbon Bar -or- Select an employee from the Employee List by double-clicking...
  • Page 71 6 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 2. Use the arrow to select either Hiding Terminated Employees or Hiding Inactive Employees Employee List Pop-Up Menu The Employee List Pop-Up Menu allows you to access both individual and group information quickly, by right-clicking within...
  • Page 72 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 6 5 Delete the employee: select this menu item to delete the selected employee from the system (important: this cannot be undone!) Go to this employee’s Timecard: select this menu item to move to the first cell of the employee’s timecard in the...
  • Page 73 6 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E To add a punch to an employee’s timecard: 1. Select an employee from the Employee List 2.
  • Page 74 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 6 7 5. Click OK to add the time off. You will see your new entry displayed on the Employee Time Card.
  • Page 75 6 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Refresh Data To refresh your data, simply click the Refresh Data Icon. Any updates will automatically upload into the data.
  • Page 76 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 6 9 Show Unused Punches In the Express Timecard, you may view any punches that have been recorded by the PC50 terminal, but deleted in the Express Timecard.
  • Page 77 7 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E still run reports and exports. Make sure that you are finished making changes to the data for a pay period before closing it.
  • Page 78 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 7 1 closed. Reopening the last pay period will display the punch records from that period and reset the pay period settings for that period, but will not restore the rules for that pay period.
  • Page 79: Backup Data

    7 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Backup Data It is important to backup your data to protect your records in the event of a disaster.
  • Page 80: Archive Data

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 7 3 5. Locate the destination for your backup file under Write the Backup to this location section.
  • Page 81 7 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 2. Select the pay periods you would like to archive from the Historical Pay Period field.
  • Page 82 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 7 5 In the upper right hand corner of the Home Screen, select To exit and log out from PayClock Express, select Exit from the scroll down menu under the System Button.
  • Page 83 7 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 5. Select Play a sound for a range of punches to choose what audio sound and/or message plays on the PC50 terminal for all punches during a specific period of time.
  • Page 84: Run And Export Reports

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 7 7 Run Reports and Exports Reports are accessible in the Reports Icon within the Ribbon Bar. Use the date navigation buttons or select a pay period button to choose the desired pay period...
  • Page 85 7 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E You may change your formatting preferences by clicking the Options button within a report and edit your data and display formats Employee Timecard Report The Employee Timecard Report provides individual employees’...
  • Page 86 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 7 9 1. Using the scroll buttons or Select a Pay Period button, choose the pay period for which you would like to generate a report.
  • Page 87 8 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 1. Using the scroll buttons or Select a Pay Period button, choose the pay period for which you would like to generate a report 2.
  • Page 88 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 8 1 NOTE: For all reports, you may use the Print Icon in the report toolbar to print the report.
  • Page 89 8 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 2. Select the Payroll Wizards tab, then highlight the payroll program your company uses 3.
  • Page 90: Install The Biometric Fingerprint Reader

    4. You are now ready to begin using the Biometric Fingerprint Reader attachment with your PC50 and PayClock Express Note: A Lathem PC-50 Power Adapter is included with a (TS- WFS) Wall Mount Finger Sensor attachment. It is highly recommended to use the power adapter when connecting the finger...
  • Page 91 8 4 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Enroll Fingerprints 1. Select the Finger Sensor Icon from the Ribbon Bar 2.
  • Page 92 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 8 5 NOTE The higher the security level, the more sensitive the fingerprint reader is (refer to glossary under “Security”...
  • Page 93 8 6 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E 6. When finished, click Next. You may choose to Enroll another finger for this employee, Enroll another employee, or Close the wizard.
  • Page 94: Troubleshooting

    To purchase this product, visit http://shop.lathem.com (Reference Part# VIE2764 5vDC / 2.0Amp Regulated Power Adapter) Note: A Lathem PC-50 Power Adapter is included with a (TS- WFS) Wall Mount Finger Sensor attachment. It is highly recommended to use the power adapter when connecting the finger...
  • Page 95 8 8 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E...
  • Page 96: Index

    P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 8 9 Index Accessories, 3 Add a new employee, 48 Add Punch Icon, 60 Add Time Off Icon, 60 All Timecards Report, 80 Archive Data, 73...
  • Page 97 9 0 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E Enroll Fingerprints, 84 Export Icon, 57 Export Payroll, 82 Express Timecard, 59 Filter Employees, 63 Find Missing Punches, 68 Finger Sensor Icon, 58...
  • Page 98 P A Y C L O C K E X P R E S S U S E R ’ S G U I D E - 9 1 Password, 38 Pay Period, 41 Payroll Wizards Tab, 81 Period Totals Report, 79 Recalculate Data, 71 Refresh Data, 71 Registering, 39...
  • Page 99 9 2 - P A Y C L O C K E X P R E S S U S E R ’ S G U I D E View and edit employee information, 63...
  • Page 100 Printed in USA USG0058B...

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