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TA100 PRO

User's Guide

2009

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Page 1 TA100 PRO User’s Guide 2009...
Page 2 Read This First Welcome Welcome to Time America’s TA100 Pro User’s Guide. This manual is shipped with each new TA100 Pro software package and is intended solely for use by the licensee. This User Guide describes the installation and operation of the TA100 Pro system. Accuracy of Information The content of this manual is subject to change without notice.
Page 3: Table Of Contents
TA100 Pro Manual TABLE OF CONTENTS TABLE OF CONTENTS CHAPTER I ABOUT THIS MANUAL........................9 ................................9 ISCLAIMER ..............................9 ECHNICAL UPPORT When Calling Technical Support for Assistance ....................9 CHAPTER II INSTALLATION........................10 ............................10 YSTEM EQUIREMENTS ............................10 NSTALLING THE YSTEM ..............................16 ARDWARE Main System Key ..............................16 Polling Key ................................16 Demo Key ................................17 CHAPTER III...
Page 4 TA100 Pro Manual TABLE OF CONTENTS, Cont. Add a Policy.................................54 Edit a Policy ................................54 Delete a Policy..............................54 ..................................56 HIFTS Configure a Shift Group ............................56 Add a Shift Group ..............................65 Edit a Shift Group..............................65 Delete a Shift Group ............................66 Add a Shift ................................66 Edit a Shift ................................66 Delete a Shift ...............................67 Add a Rounding Rule ............................67...
Page 5 TA100 Pro Manual TABLE OF CONTENTS, Cont..............................114 CHEDULES ...............................114 ENEFIT CCRUALS PC C ................................114 LOCK ............................115 HIRD ARTY ERMINALS CHAPTER VI ADDITIONAL EMPLOYEE FEATURES................116 PC C ................................116 LOCK Accessing PC Clock............................116 Default Settings to Use PC Clock ........................116 Default Clock In..............................117 Default Clock Out..............................117 Default Clock Out for Lunch ..........................118 Default Clock In from Lunch ..........................118...
Page 6 TA100 Pro Manual TABLE OF CONTENTS, Cont............................150 MPLOYEE ADGES Configure Employee Badges..........................150 Add a Badge...............................151 Edit a Badge ..............................152 Delete a Badge..............................152 ............................152 MPLOYEE LOCKS Configure Hand Readers ...........................152 Configure TA7000 .............................154 ............................155 MPLOYEE ETAILS Configure Employee Details..........................155 Add an Employee ...............................156 Edit an Employee...............................157 Delete an Employee ............................159 CHAPTER VIII...
Page 7 TA100 Pro Manual TABLE OF CONTENTS, Cont. TA500, TA600 TA7000 S (TA520/530, TA620, TA7000) ..............198 ERIES Configure a TA500/TA600/TA7000 Series Clock ....................198 TA715, TA777 TA780 S ........................208 ERIES Configure a TA715/TA777/TA780 Series Clock ....................208 PC C ............................216 ONFIGURING LOCK Configure a PC Clock............................216 TASC..................................218 Configure a TASC Clock ...........................219 ATS S...
Page 9: Chapter Iabout This Manual
TA100 Pro Manual Chapter I About this Manual This section describes how to use this manual. In addition to providing you with step-by- step knowledge for performing various procedures, this manual will help you get the most out of TA100 Pro. Disclaimer Every attempt is made to keep this manual up-to-date.
Page 10: Chapter Ii Installation
TA100 Pro Manual Chapter II Installation This section describes how to install the TA100 Pro software, the Sentinel System Driver, and attach the hardware key. System Requirements To use the TA100 Pro system, the following are the recommended minimum system requirements must be present.
Page 11 TA100 Pro Manual Figure 2: TA100 Pro Setup Wizard 4. Click the Next button to advance to the next screen. The License Agreement screen will appear. Figure 3: TA100 Pro License Agreement 5. Click Yes to accept the License Agreement. The Choose Destination Location screen will appear.
Page 12 TA100 Pro Manual Figure 5: Setup Type 7. Choose the type of installation you wish to perform. a) “Full” will install both the software and the database files on this computer. (Typical) b) “Workstation” will install just the software. 8. Click the Next button to continue with the installation. The Select Program Folder screen will appear.
Page 13 TA100 Pro Manual Figure 8: Sentinel Driver Installation 12. The Sentinel System Driver—InstallShield Wizard will appear. The Sentinel System Driver is necessary for TA100 Pro to be able to access the database files. Figure 9: Sentinel InstallShield Wizard 13. Click the Next button to begin the Sentinel System Drive Installation. The Setup Type screen will appear.
Page 14 TA100 Pro Manual Figure 11: Ready to Install 15. Click Install to begin the installation. Figure 12: Sentinel Drive Installation 16. When the installation is finished, the InstallShield Wizard Complete screen will appear. Click the Finish button to proceed. Figure 13: Installation Complete 17.
Page 15 TA100 Pro Manual Figure 14: FoxPro LIB Installation 18. The FoxPro LIB—InstallShield Wizard will appear. The FoxPro LIB is for the TA100 Pro database files. Figure 15: FoxPro InstallShield Wizard 19. Click the Next button to begin the FoxPro LIB installation. The Ready to Install screen will appear.
Page 16: Hardware Keys
TA100 Pro Manual 21. Click OK. TA100 Pro will now appear in your Start Menu and on your desktop. 22. You must attach a hardware key to the computer's parallel port prior to being able to start and operated TA100 Pro. See Hardware Keys. Hardware Keys When the installation is complete, a hardware key must be attached to the computer’s parallel port in order to start and operate the TA100 Pro software.
Page 17: Demo Key
TA100 Pro Manual Demo Key The Demo Key is an accessory for resellers of TA100 Pro systems. This key is identified by the code 4EIWEH-B on the outer shell. The following restrictions are present when TA100 Pro detects the Demo Key: •...
Page 19: Chapter Iii Getting Started
TA100 Pro Manual Chapter III Getting Started This section explains how to launch the TA100 Pro system, including logging on and off, using Help, using the keyboard instead of the mouse and customizing the TA100 Pro environment. Starting TA100 Pro and Logging In Note on User Accounts When starting TA100 Pro, you will be prompted for a User ID and password.
Page 20: Exiting The System
TA100 Pro Manual 3. Type your User ID in the User ID field, then press either ENTER or the TAB key to advance to the Password field 4. Type your password in the Password field and press either ENTER or the TAB key to access TA100 Pro 5.
Page 21: Tips And Techniques
TA100 Pro Manual Tips and Techniques TA100 Pro is designed to be user-friendly, and as such there are common techniques to making working in TA100 Pro easier. Some of these tips are listed below. Setting Definition Apply You may click the Apply button in any screen to commit the changes you have made without exiting the current screen.
Page 22: Hot Keys
TA100 Pro Manual • To access a menu, press the ALT key in conjunction with the letter that is underlined. • To access an item on the menu, first open the menu and then press the letter that is underlined. •...
Page 23: Help
TA100 Pro Manual Help TA100 Pro incorporates an Online Help system to answer questions about functions, procedures, and commands. You can access context-sensitive Help from anywhere in the application by pressing the F1 function key. You will automatically be taken to the Help topic appropriate for the screen that you are in currently.
Page 24: Use Help Search
TA100 Pro Manual Use Help Search 1. In the Help Topics window, click the Search tab. 2. Type in the topic you are looking for. 3. If necessary, select a word from the list of suggestions. 4. When you find the article you are interested in, double-click it to open the article.
Page 25: Configuring The System Environment
TA100 Pro Manual Figure 22: Print 2. Select the printer to which you wish to print and click the Print button. The topic will print. Configuring the System Environment Environmental settings control various display and functional characteristics of your system. The default settings can be modified.
Page 26: Navigation Selection
TA100 Pro Manual 1. Click the File menu, Environment, Background. The Select Background window will open. Figure 24: Select Background 2. Choose the graphics file you wish to use for your background. • Click the directory or file to select it. •...
Page 27: Chapter Iv Configuration
TA100 Pro Manual Chapter IV Configuration This section explains how to configure and customize TA100 Pro for your company's requirements. To make this chapter easier to follow, the topics in this section are arranged in the sequence that Time America recommends completing them. This also happens to be the order in which they appear on the Configure menu in the TA100 Pro Main Window.
Page 28: Main Company
TA100 Pro Manual Main Company The Main Company window is where you identify your company, define the overall configuration of the system, and specify the payroll service to which time and attendance data will be exported. 1. Click the System Setup menu, Company, Main Company. The Main Company window will open and the General tab will be selected by default.
Page 29 TA100 Pro Manual 3. When all settings are complete, click the Configure tab. The Configure screen will appear. Figure 26: Main Company: Configure tab 4. Fill in the settings as appropriate Setting Definition Daylight savings Check this box if your company is in a state that observes daylight savings time.
Page 30 TA100 Pro Manual Setting Definition Use level wage "Level Wage" refers to the hourly rate before default associated with a department, job, step, operation or task. The "default assignment assignment wage wage" refers to the wage associated with an individual employee. Check this box if you wish the Level Wage for the department an employee works in to take precedence over the Default...
Page 31 TA100 Pro Manual Setting Definition Approval Editor Pay This option controls the number of pay Periods Back periods in which it is possible to edit transactions from the Approval Editor. This option will define the number of minutes Auto logout- minutes a user can be idle in TA100 Pro before it automatically logs them out.
Page 32 TA100 Pro Manual Department Enter the term you would like to use to refer to the business units within your organization. (i.e., Departments, Business Unit, Cost Center, etc.) The default is "Department." Length Enter the maximum number of digits for the Department ID.
Page 33 TA100 Pro Manual Automatic Badge TA100 Pro can assign badge numbers automatically when adding a new employee. Assignment You can manually change automatic assignments later if necessary. Choose No Automatic Assignment to bypass the automatic assignment and be allowed to enter the badge number manually. Choose Next Numeric Available to have TA100 Pro assign the next sequential available badge number.
Page 34: Divisions
TA100 Pro Manual Divisions Divisions are subsets of the main company. For example, a division can be a remote office or separate business unit. Divisions are not required and will only be available if the Divisions option is selected in Main Company Configure screen. Configure Divisions From the divisions dialog box, you may add, edit and delete Divisions.
Page 35: Add A Division
TA100 Pro Manual State Type the two-character state abbreviation. Enter the five or nine-digit postal zip code of the division. Phone Number Enter the telephone number for this division. Fax Number Enter the fax number for this division. Additional You may be prompted for additional Information information based upon the payroll application selected in the Export screen of...
Page 36 TA100 Pro Manual 3. Click the Delete button. Figure 30: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Divisions window. © January 2009 Time America, Inc.
Page 37: Categories
TA100 Pro Manual Categories Categories are used to track and report types of time or money. The built-in categories are: • Absent • Adjustment • Break • Bereavement • Holiday • Jury Duty • Lunch • Military Leave • Sick – NonPaid •...
Page 38: Configure Categories
TA100 Pro Manual Configure Categories 1. Click the System Setup menu, Categories. The Configure Categories dialog box will open. Figure 31: Categories 2. The Configure Categories screen displays the following information: Setting Definition Code This is a required field. Enter a code (up to 4 alphanumeric characters) to identify the category.
Page 39 TA100 Pro Manual Hours/Dollars This is a required field. Select either Hours or Dollars to indicate the category type. For example, the category VACATION collects hour amounts, while the categories TIP1 and TIP2 collect dollar amounts. If Hours is selected, complete the remaining fields that apply.
Page 40 TA100 Pro Manual Figure 32: Export Codes tab 4. The Export Codes tab includes the following information: Setting Definition Differential: None This line of information will specify the codes for hours that do not have differential adjustments. Differential: D1-D3 These lines of information will specify the codes used by hours allocated to each Shift Differential.
Page 41: Add A Category
TA100 Pro Manual Field Code Enter the code that indicates which field of your payroll software this category will be mapped to. This code differentiates between categories of time that use the same field number. For example, regular (REG) hours for VACATION and HOLIDAY may both use field number 16.
Page 42: Delete A Category
TA100 Pro Manual 5. Click OK to commit the changes and return to the Configure Categories screen. 6. Click Close to exit the Configure Categories window. Delete a Category Categories that are in use cannot be deleted. 1. Click the System Setup menu, Categories. The Configure Categories dialog box will open.
Page 43: Policies
TA100 Pro Manual Policies Policies are used to store and apply the business or payroll rules governing overtime, holidays, etc. It is possible to have more than one set of rules within an organization, so TA100 Pro makes it possible to create many Policies. Each employee is assigned to the Policy that applies for him or her.
Page 44 TA100 Pro Manual Setting Definition Code This field is required. Enter a code (up to 3 alphanumeric characters) to identify the policy. Once saved, this code cannot be changed. Name This field is required. Type the company policy name, as it will appear in the system and on reports.
Page 45 TA100 Pro Manual Ignore use of Enter the number of minutes (up to 59) in which opposing (i.e. sequential In/Out) opposing function key punches on the time clock are ignored. For punches within example, if 3 minutes is entered here and an employee accidentally punches Out instead of In, the employee can enter the In punch within 3 minutes to correct the error and...
Page 46 TA100 Pro Manual Figure 37: Policies: Holidays tab Setting Definition Check this option if you wish the program to Pay Holidays pay holidays. You will specify the dates of the holidays in a separate dialog box. (See Holidays, page 67.) Holiday Eligibility These settings define the prerequisites for being paid for the holiday.
Page 47 TA100 Pro Manual Apply Holiday Check this option if the holiday hours can be given to an employee who is not scheduled when not scheduled to to work on the holiday. work Check this option if holiday hours and added Holiday hours can accrue holiday time count toward overtime.
Page 48 TA100 Pro Manual Beginning pay Select a level to indicate the employee’s wage multiplier for a worked holiday. rate if Holiday is worked Reg. Regular wages are paid for a worked holiday. OT1. The overtime rate specified in OT1 on the Overtime dialog box is paid for a worked holiday.
Page 49 TA100 Pro Manual Figure 38: Policies: Overtime tab Setting Definition Pay OT Check this option to pay overtime to employees using this Policy. This field is required. Enter the pay period Overtime Cycle that you use to calculate overtime. For example, if overtime is paid after 40 hours of work per week, select the Weekly option.
Page 50 TA100 Pro Manual Overtime Definition These settings define when and how overtime is calculated. TIP: Begin by entering your first level of overtime in OT1.If after 40 hours of work per week, you pay time-and-a-half, enter 40.00 in the Period Limit field and 1.5000 in the Multiplier field.
Page 51 TA100 Pro Manual Reset at Day End Check this box to force any overtime hours that roll into the next day (after midnight) to be processed using the next day’s rules. Clear the check box to process hours accumulated past midnight using the OT rate from the previous day.
Page 52 TA100 Pro Manual 5. The Differential tab defines the codes and rates for up to three levels of Shift Differentials. A Shift Differential is a premium amount or factor paid in addition to the employee's regular wage for certain hours worked during the day.
Page 53 TA100 Pro Manual 6. The Exceptions tab defines rules for flagging hours worked exceptions and contains the following information: Figure 40: Policies: Exceptions tab Setting Definition Check this box for TA100 Pro to report Report Exceptions employees that work above or below the specified parameters.
Page 54: Add A Policy
TA100 Pro Manual Add a Policy 1. Click the System Setup menu, Policies. The Configure Policies dialog box will open. 2. Click the Add button to add a new Policy. The Default Policy Add dialog box will become available. Figure 41: Adding a new Policy 3.
Page 55 TA100 Pro Manual Figure 42: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Policies dialog box. © January 2009 Time America, Inc.
Page 56: Shifts
TA100 Pro Manual Shifts Shifts define the work schedule for your employees. Shifts are created in Shift Groups, which can include multiple Shifts. For example, you may have a Shift Group for the Day-Shift workers, in which unique Shifts may start at 7am, 8am, and 9am. Rounding rules are applied to the Shift Group to determine employee tardiness and rounding.
Page 57 TA100 Pro Manual Figure 44:Shifts: Shift Groups tab Setting Definition Code This field is required. Enter a unique shift code up to 3 characters in length. Once saved, this code cannot be changed. Name This field is required. Type the shift group name, as you want it to appear in the system and on reports.
Page 58 TA100 Pro Manual Shift Details Displays the individual shifts that comprise the shift group. Each row in the box is an individual shift. If the Shift Details box is blank, no individual shifts have been created for this group. Add/Edit/Delete These buttons allow you to maintain the Shifts within this Shift Group.
Page 59 TA100 Pro Manual Figure 45: Shift Rounding 3. The Add/Edit Rounding buttons are only available when you are adding or editing a Shift Group. When you click on the Rounding buttons the Rounding Details dialog boxes contain the following information: Setting Definition Code...
Page 60 TA100 Pro Manual Every XX mins Rounding may be minute to minute (0) or in set increments of 3, 6, 15, 30 or 60 minutes. Click the arrow to display valid entries then select the increment desired. For example, entering 15 in this field means that for punches occurring outside the Scheduled Start time, round to the nearest 15 minutes using the Round Back and Round Forward...
Page 61 TA100 Pro Manual 4. The Details tab is only available when you are adding or editing a Shift (as opposed to the Shift Group). It defines the settings for a selected Shift within the Shift Group, and contains the following information: Figure 46:Shifts: Shift Details tab Setting Definition...
Page 62 TA100 Pro Manual Lunches These settings define how lunches are treated during this shift. Punched Check this box to indicate that employees should clock out for and in from lunch. Select this option if the shift’s lunch period is Elapsed automatically deducted after a number of elapsed hours.
Page 63 TA100 Pro Manual SG Max If Swipe and Go is in use, this tells TA100 Pro what the maximum amount of time a lunch or break can be. Enter time in military format. TA100 Pro will then take all the punches and measure the duration between transactions.
Page 64 TA100 Pro Manual Punched These settings define how long the employee is allowed for lunch, and how payment should be handled if the employee takes more time than is allowed. Duration If the employee punches Out for and In from lunches or breaks, enter the duration of the lunch or break in this field.
Page 65: Add A Shift Group
TA100 Pro Manual Add a Shift Group 1. Click the System Setup menu, Shift. The Configure Shift dialog box will open. 2. Click the Add button to add a new Shift Group. The Groups tab will become available. Figure 48: Adding a new Shift Group 3.
Page 66: Delete A Shift Group
TA100 Pro Manual 4. Edit the Name, Flex/Open, Forecasted hours for Floaters and select the Rounding as describe in the Configure Shift Group section. 5. Click OK to commit the changes and return to the Configure Shift Group screen. 6. Click Close to exit the Configure Shift Group dialog box. NOTE: See Edit a Shift to edit shift within this shift group.
Page 67: Delete A Shift
TA100 Pro Manual 2. Highlight the Shift you wish to edit from the list in the center of the Groups screen. 3. Click the Edit button next to the Shift Details window. The Details screen will become available for you to edit the selected Shift. 4.
Page 68: Edit A Rounding Rule
TA100 Pro Manual Edit a Rounding Rule 1. Click the System Setup menu, Shifts. The Configure Shift Group dialog box will open. 2. Click the Edit button to edit the Shift Group. 3. Using the drop down arrow select the Rounding Rule you wish to edit. 4.
Page 69: Holidays
TA100 Pro Manual Holidays The Holiday feature specifies which dates are considered company holidays. (How employees are paid for the holidays is defined within Policies section.) Holidays must be defined in order to post employee time toward a paid holiday rather than time worked, as well as to generate time and attendance reports that reflect holidays.
Page 70: Add A Holiday
TA100 Pro Manual Name Enter the name of the holiday. Active Check the Active box to indicate that this holiday will be observed. Override Absent Check this box if paid time for this Holiday Allowed should supersede a system-generated absence. Apply Work Time on Check this box if the holiday is paid at the secondary rate.
Page 71 TA100 Pro Manual 4. Edit the settings as described in the Configure Holiday section. NOTE: The date cannot be modified. 5. Click OK to commit the changes and return to the Configure Holiday screen. 6. Click Close to exit the Configure Holiday dialog box. ©...
Page 72: Delete A Holiday
TA100 Pro Manual Delete a Holiday 1. Click the System Setup menu, Holidays. The Configure Holidays dialog box will open. 2. Highlight the Holiday you wish to delete from the list at the side of the screen. 3. Click the Delete button. You will be prompted: Figure 53: Deletion Confirmation 4.
Page 73: Add A Group
TA100 Pro Manual 2. The Configure Groups dialog box contains the following information: Setting Definition Code This is a required field. Enter a unique code (up to 10 characters) to identify the employee group. Once saved, this code cannot be changed.
Page 74: Delete A Group
TA100 Pro Manual 4. Edit the settings as described in the Configure Groups section. NOTE: The Group Code cannot be changed. 5. Click OK to commit the changes and return to the Configure Groups screen. 6. Click Close to exit the Configure Groups dialog box. Delete a Group 1.
Page 75: Departments
TA100 Pro Manual Departments Departments are the top level in Job Costing. Departments indicate the business unit or section of the company that employees work for, and are used to track where employees spend their time. Departments serve many purposes in TA100 Pro. Employees can track their time to a department by clocking into and/or transferring to the department.
Page 76 TA100 Pro Manual Setting Definition Code This is a required field. Enter a code to identify the department. The code’s length and type (numeric or alphanumeric) is determined in the Defaults dialog box in the Main Company dialog box (see Main Company, page 28.).
Page 77 TA100 Pro Manual Budgeted Total Enter the maximum number of hours (HH.MM) that are budgeted for this entire Hours department per day in the pay period. This information is used for Actual vs. Budgeted reports only: it does not impact the employee's ability to clock in.
Page 78: Add A Department
TA100 Pro Manual Add a Department 1. Click the System Setup menu, Department. The Configure Department dialog box will open. 2. Click the Add button to add a new Department. The General tab will become available. Figure 58: Adding a new Department 3.
Page 79: Jobs
TA100 Pro Manual 3. Click the Delete button. You will be prompted: Figure 59: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Department dialog box. Jobs Jobs are the second level in Job Costing. Jobs are used to track employee’s time and labor cost in terms of hours and dollars.
Page 80 TA100 Pro Manual 2. The Configure Job dialog box contains the following information: Setting Definition Code This is a required field. Enter a code to identify the Job. The code’s length and type (numeric or alphanumeric) is determined in the Defaults dialog box in the Main Company dialog box (see page 28).
Page 81: Add A Job
TA100 Pro Manual Budgeted Total Enter the maximum number of dollars that are budgeted for this entire Job per day in Dollars the pay period. This information is used for Actual vs. Budgeted reports only: it does not impact the employee's ability to clock in. This field is optional.
Page 82: Edit A Job
TA100 Pro Manual Edit a Job 1. Click the System Setup menu, then Job. The Configure Job dialog box will open. 2. Highlight the Job you wish to edit from the list at the side of the screen. 3. Click the Edit button. The General screen will become available for you to edit the selected Job.
Page 83: Bell Schedules
TA100 Pro Manual Bell Schedules The Bell Schedules is an optional module that allows your Time clock to activate a bell at specified times of day. For example, you might have a bell ring to announce the start of a shift, break or lunch, and the end of the day.
Page 84: Add A Bell Schedule
TA100 Pro Manual Time Indicates the time at which the bell will ring. Duration Indicates how long the bell will ring. Day of Week Indicates the day(s) of the week the bell selected in the Schedules list will ring. Time Indicates the time at which the bell selected in the Schedules list will ring.
Page 85: Edit A Bell Schedule
TA100 Pro Manual Figure 65: Bell Schedules: Bell Details 5. Select the days of the week you want the bell to ring. 6. Enter the time (HH:MM) at which you want the bell to ring. This must be entered in military time. 7.
Page 86: Security
TA100 Pro Manual 3. Click the Delete button. You will be prompted: Figure 66: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Bell Schedules dialog box. Security Security access determines who can log in to the TA100 Pro, which employees they are allowed to manage and which areas of the program they are permitted to access.
Page 87: Configure Security Levels
TA100 Pro Manual Configure Security Levels Security Levels define which areas of the program are accessible and what can be done in them. Security Levels should be configured prior to adding Users. Examples of Security Levels are: • Branch Managers •...
Page 88 TA100 Pro Manual Active Click the Active check box to indicate that the level is currently in use. Uncheck this box if the level is not being used at this time. Set Date and Time Check this box to allow the user to update the date and time of the PC.
Page 89 TA100 Pro Manual Reindex, Repair, Allows the user to Repair, Reindex and Update the TA100 Pro databases. Update For more information on these features, see the sections on Repairing (page 253), Reindexing (page 253) and Updating (page 253). Set Reprocess Allows the user to Set employees' Reprocess Date.
Page 90 TA100 Pro Manual Print Setup Allows the employee access to the print setup information from the File menu. See page 182. 4. The Daily Operations tab grants access to features under the Daily Operations menu and contains the following information: Figure 70: Security Levels: Daily Operations tab Setting Definition...
Page 91 TA100 Pro Manual Approve Timecard Defines the user’s access to approve timecards in the Timecard tab of the Configure Employee section. Schedule Defines the user's access rights to the Schedule tab of the Configure Employee section. The options are View, Edit, and Delete and will allow the user access to the employee's schedule.
Page 92 TA100 Pro Manual Badges Defines the user's access rights to the Badges tab of the Configure Employee section. The options are View, Add, Edit and/or Delete. For more information on this feature, see Employee Badges, page 150. Clocks Defines the user’s access rights to the Clocks tab of the Configure Employee section.
Page 93 TA100 Pro Manual Figure 71: Security Levels: Reports tab Setting Definition Period Reports Grants access to the reports such as Timecards, Who’s Scheduled, Coverage, etc. Weekly Reports Grants access to the reports such as Weekly Hours, Attendance, Approaching Overtime, etc. Grants access to the reports such as Who’s Daily Reports in, Who’s not in, Daily Hours, etc.
Page 94 TA100 Pro Manual Main Company Defines the user's access rights to the Main Company settings. The only option is Edit. For more information on this feature, see Main Company, page 28. Defines the user's access rights to Divisions Divisions settings. The options are View, Add, Edit and Delete.
Page 95 TA100 Pro Manual Bell Schedules Defines the user's access rights to Bell Schedule settings. The options are View, Add, Edit and Delete. For more information on this feature, see Bell Schedules, page 114. 7. The Communication tab grants access to features under the Communications menu and contains the following information: Figure 73: Security Levels: Communication tab Setting...
Page 96: Add A Security Level
TA100 Pro Manual Schedule Defines the user's access rights to Schedule AutoProcess settings. The options are View, Add, Edit and Delete. For more information on this feature, see Configure an AutoProcess, page 240. Start Allows the user to start a pre-defined AutoProcess.
Page 97: Delete A Security Level
TA100 Pro Manual 2. Highlight the Security Level you wish to edit from the list at the side of the screen. 3. Click the Edit button. The tabs will become available for you to edit the selected Security Level. NOTE: You cannot edit the Code field. 4.
Page 98 TA100 Pro Manual Figure 76: Configure Users 2. The Configure Users dialog box contains several tabs, each of which is described below. 3. The Users tab contains the following information: Figure 77: Configure Users: User tab Setting Definition Login This field is required. Enter a unique Login ID for this user, up to 9 alphanumeric characters.
Page 99 TA100 Pro Manual Supervisor Badge Enter the badge number assigned to this user. For audit purposes, this badge number is recorded when this user adds or edits transactions. Active Click the Active check box to indicate that the Login ID is active. Uncheck this box if the Login is not being used at this time.
Page 100 TA100 Pro Manual Figure 78: Configure Users: Divisions tab Setting Definition Select Determines what options are available in the bottom part of the screen. The options are All, Range, and List. All automatically grants access to all Divisions. Range allows you to choose a range of Divisions for access.
Page 101 TA100 Pro Manual Figure 79: Configure Users: Groups tab Setting Definition Determines what options are available in the Select bottom part of the screen. The options are All, Range, and List. All automatically grants access to all Groups. Range allows you to choose a range of Groups for access.
Page 102 TA100 Pro Manual Figure 80: Adding a new User 3. Fill in the settings as described in the Configure Users section. 4. Click Apply to commit the changes. 5. Click on the Divisions tab. 6. Click Apply to commit the changes. 7.
Page 103 TA100 Pro Manual Figure 81: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Users dialog box. © January 2009 Time America, Inc.
Page 104: Who's Logged In
TA100 Pro Manual Who's Logged In The Who's Logged In screen displays the Login and name of all the users currently logged in to TA100 Pro. Refresh button is also available to update the screen. 1. Click the File menu, Security, Who's Logged In. The Who's Logged In screen will open.
Page 105: Benefit Accruals
TA100 Pro Manual Benefit Accruals Using Benefit Accruals, TA100 Pro can automatically calculate the available benefit time for your employees. These calculations are based upon rules that can account for different benefit types (vacation, sick, personal, etc.), different accrual methods, seniority rules and other factors. Benefit time taken is automatically subtracted from the available benefits so that balances are always accurate.
Page 106 TA100 Pro Manual Setting Definition Code This is a required field. Enter the code or number you wish to use to refer to this Benefit Accrual policy. You may enter up to 3 characters. Name This is a required field. Enter the name you wish to use to refer to this Benefit Accrual policy.
Page 107: Configure Benefit Accumulators
TA100 Pro Manual Overtime 3 Check this box to indicate that overtime 3 hours of the selected category(s) should be considered when calculating benefits. Configure Benefit Accumulators Accumulators specify the categories that will be granted by the policy, as well as the amounts granted and method of accrual.
Page 108 TA100 Pro Manual Setting Definition Accumulator Select the category for this rule. Only the categories that have been selected for benefit entitlement will display in this drop- down box. To select a category for benefit entitlement, edit the Category in Configure, Categories and check the Post to benefit entitlement box.
Page 109 TA100 Pro Manual Accumulator Details This section displays the details for accumulating or accruing the category selected. There can be multiple accumulator details for one category. The Accumulator section displays the rules for details already added. To display the entry screen for an Accumulator, click the Add button.
Page 110: Add A Benefit Accruals Policy
TA100 Pro Manual Maximum Hours Enter the maximum hours that can be accumulated for this category during the Allowed Posting Basis period. This is used to keep employees who work lots of hours from accruing more benefits than they are entitled to. Maximum Annual Enter the number of hours the employee can carry forward into the next benefit year (on...
Page 111 TA100 Pro Manual Figure 88: Adding a new Benefit Accrual Accumulator 5. Fill in the settings as described in the Configure Benefit Accumulators section. 6. Click the Add button to display the Accumulator Details dialog box. Figure 89:Adding Accumulator Details 7.
Page 112: Edit A Benefit Accruals Policy
TA100 Pro Manual Edit a Benefit Accruals Policy 1. Click the Daily Operations menu, Benefit Accruals, Configure. The Configure Benefit Accrual dialog box will open. 2. Highlight the Benefit Accrual policy you wish to edit from the list at the side of the screen.
Page 113: Update To Current
TA100 Pro Manual Update to Current This command causes TA100 Pro to calculate all employees' benefit accruals up to the current date. 1. Click the Daily Operations menu, Benefit Accruals, Update to Current. TA100 Pro will automatically update employee benefits. Figure 91: Benefit Accruals: Update to Current ©...
Page 114: Chapter Voptional Modules
TA100 Pro Manual Chapter V Optional Modules This section reviews the optional modules that are available with TA100 Pro. This section includes the following: • Bell Schedules • Benefits Accruals • PC Clock • Third Party Terminals Bell Schedules The Bell Schedules module allows your time clock to activate a bell at specified times of day. For example, you might have a bell ring to announce the start of a shift, break or lunch, and the end of the day.
Page 115: Third Party Terminals
TA100 Pro Manual Third Party Terminals Third Party Terminals is an optional module that allows the use of Biometric Hand Readers, ATS series clocks, and biometric fingerprint readers. For more information see, Hand Readers, page 229, and see ATS, page 226. ©...
Page 116: Chapter Vi Additional Employee Features
TA100 Pro Manual Chapter VI Additional Employee Features This section reviews how to use the additional Employee Feature of the PC Clock, which is available with the TA100 Pro. PC Clock PC Clock is an application that allows employees to punch In and Out, punch for Lunches and Breaks, and Transfer Departments from their PC.
Page 117: Default Clock In
TA100 Pro Manual Function Keys Displays the number keys and the prompts that they will ask for. “1” Key This key is undefined. “2” Key This key is undefined. “3” Key This key is undefined. “4” Key Click this key to punch Out for Lunch. “5”...
Page 118: Default Clock Out For Lunch
TA100 Pro Manual 5. Click OK to confirm transaction. Default Clock Out for Lunch 1. Navigate to PC Clock. 2. Enter Badge number. 3. Click the Enter key. 4. Click the “4” key. 5. Click the Enter key. 6. Click OK to confirm transaction. Default Clock In from Lunch 1.
Page 119: Chapter Vii Employee Maintenance
TA100 Pro Manual Chapter VII Employee Maintenance This section covers the concepts and tasks for managing employee information. It includes information on adding employees, editing employee information, and managing employee schedules and assignments. It also contains links to the Timecard editing sections of this manual.
Page 120: Employee List
TA100 Pro Manual Employee List The Employee List window contains a list of the employees in the database. Sorting options are also available as described below: Figure 94: Employee List section Setting Definition Selected Employee Displays the employee name and number of the selected employee.
Page 121: Employee Timecard (Description) Tab
TA100 Pro Manual Setting Definition Name Select this option to have the employees sort by employee name. Show Inactives Select this option to have inactive employees viewable in the Employee List Employee Timecard (Description) Tab The Timecard tab displays the employee's timesheet information. NOTE: Tasks associated with the Timecard, such as editing and adding punches, are covered in their own chapter.
Page 122 TA100 Pro Manual Setting Definition Attendance Code This field is not labeled. It displays a code to indicate an exception regarding the entry. The options are: • A: Indicates a system-generated absence. This entry will display in Red. • M: Indicates a missing punch. This entry will display in purple.
Page 123 TA100 Pro Manual Setting Definition Displays the number of hours at OT1 the employee will be paid for this entry, if any. This number is calculated using the Start and Stop times, adjusted according to the Rounding, Lunch and Break rules defined in the Shift Group assigned to this employee, as well as the Overtime rules defined in the Policy assigned to this employee.
Page 124 TA100 Pro Manual Setting Definition Pay Periods back Click the scroll arrow and choose the number of pay periods prior to the current one you wish to view. NOTE: Although you may view prior pay periods, only editable pay periods may be changed. This is determined by the Number of Editable Pay Periods in Configure Main Company dialog box, and the Block Prior Pay Periods setting for the current...
Page 125: Employee Schedule Tab
TA100 Pro Manual Employee Schedule Tab The Schedule tab displays and allows you to edit the employee's schedule. NOTE: Employees are not required to have a specific schedule, but without a schedule the following items will not work in the system: •...
Page 126: Assign Or Edit An Employee Schedule
TA100 Pro Manual Setting Definition Date Displays the date. Displays the Shift selected for that particular day. Shift NOTE: Before a shift is assigned the system will default the shift assignment to a floater shift. Displays the Department number for that particular Department day.
Page 127 TA100 Pro Manual 1. Navigate to the Schedule tab of the Configure Employee window. See Configure Employee Schedules, page 125. 2. Navigate to the week you wish the schedule to start by using the scroll bar on the right side of the screen. 3.
Page 128: Delete A Schedule
TA100 Pro Manual Setting Definition Work Check this box to indicate whether or not the employee is scheduled to work that day, and how many paid hours are forecasted. Select a pre-defined Department for this employee. Department (Optional) Select a pre-defined Job for this employee. (Optional) Update Rest of Check this box to update the rest of the current week with these settings.
Page 129: Create A Rotating Schedule
TA100 Pro Manual 4. Click OK. You will be prompted again: 5. Click OK to confirm the deletion. Create a Rotating Schedule Rotating schedules allow you to accommodate employees who work schedules that have a pattern other than a weekly cycle. You can specify the number of days in the rotation and what time period the rotation begins.
Page 130: Create An Employee Schedule Template
TA100 Pro Manual Setting Definition Activate a Check this box to enable a rotating schedule for the rotating selected employee. schedule for TIP: You can "remove" a rotating schedule that has this Employee already been set simply by un-checking this box. Define Rotation These settings define the pattern for rotation Start Date...
Page 131: Copy An Employee Schedule Template
TA100 Pro Manual Copy an Employee Schedule Template The Copy Schedule feature allows you to copy a previously defined Employee Schedule Template. See Create an Employee Schedule Template. 1. Navigate to the Schedule tab of the Configure Employee window. See Configure Employee Schedules, page 125.
Page 132 TA100 Pro Manual Setting Definition Copy From These settings define the date range that will be copied from. Starting On Enter the date from which you wish to copy forward. Copy forever Select this option to copy the selected template from the Starting on point forward forever.
Page 133: Employee Transactions Tab
TA100 Pro Manual Employee Transactions Tab The Transaction tab displays the individual punches for the employee NOTE: Tasks associated with the Transactions tab, such as editing and adding punches, are covered in their own section. See Timecard and Transaction Maintenance, page 160. Description 1.
Page 134: Employee Status Tab
TA100 Pro Manual Setting Definition Supervisor This field shows audit trail information, and displays the name and number of the supervisor who edited this transaction, if any. Displays the function prompt for the transaction. Prompt Input Displays any additional data entered with the transaction, such as a Department number, the number of pieces produced, etc.
Page 135: Add Employee Status
TA100 Pro Manual Setting Definition Fulltime Select whether the employee is Full Time or Part Time as of the effective date. Permanent Select whether the employee is a Permanent or Temporary employee as of the effective date. Add Employee Status When an employee changes Status, it is recommended that you add a new Status entry rather than editing the existing Status.
Page 136: Edit Employee Status
TA100 Pro Manual Edit Employee Status If you choose to edit the Employee's Status, the changes will be retroactive to the effective date of the original status entry. Because of this, when an employee changes Status, it is recommended that you add a new Status entry rather than editing the existing Status.
Page 137: Employee Benefits Tab
TA100 Pro Manual Employee Benefits Tab The Benefits tab reflects the selected employee's current benefit balances. The information and options on this tab will be slightly different if you have purchased Benefit Accruals than with Benefit Entitlement. Both options are described below: Benefit Entitlement is first, followed by Benefit Accruals.
Page 138: Benefit Entitlement: Employee Benefit Details
TA100 Pro Manual Setting Definition Pending Displays the number of hours of the benefit the employee will take in the future (within the current pay period). Displays the number of hours left. This is calculated Left by subtracting the Taken and Pending amounts from the Allowed, as follows: Left = Given - (Taken + Pending) Count...
Page 139: Benefit Entitlement: Grant Benefit Time
TA100 Pro Manual Benefit Entitlement: Grant Benefit Time With Benefit Entitlement, you manually enter the amount of hours given for each Benefit Category. This is a one-time entry. 1. Navigate to the Benefits tab of the Configure Employee window. 2. Highlight the benefit Category you wish to grant. 3.
Page 140: Benefit Accruals: Configure
TA100 Pro Manual Benefit Accruals: Configure 1. Navigate to the Configure Employee window. See Configure Employee, page 119. 2. Click the Benefits tab to display the following information: Figure 111: Configure Employee: Benefits tab Setting Definition Fiscal Date Displays the employee's Fiscal Date (set on the Detail tab), for information purposes.
Page 141: Benefit Accruals: Update Employee Benefits
TA100 Pro Manual Setting Definition Count Displays the number of individual days on which the benefit time was taken or is pending. Carry Date Displays the date on which the benefits will roll over, also known as the Reference Date or Reset Date. Update Click this button to update the benefit calculations to the current day for this employee.
Page 142: Benefit Accruals: Manual Benefit Adjustment
TA100 Pro Manual Setting Definition Displays the day on which the time was posted or taken. Date Displays the date on which the time was posted or taken. Time Displays the time at which the time was posted or taken. Displays the number of hours posted or taken.
Page 143: Benefits Accrual: Delete A Manual Adjustment
TA100 Pro Manual Figure 113: Manual Benefit Adjustment 4. Fill in the settings as appropriate: Setting Definition Date Enter the Date on which the adjustment should be posted. Time Enter the time at which the adjustment should be posted. Select the type of adjustment to be made. Type Given: Grants the employee the number of hours entered in the Amount field.
Page 144: Employee Messages Tab
TA100 Pro Manual Figure 114: Deletion Confirmation 5. Click OK to confirm the deletion. 6. Click Close to return to the Benefits screen. Employee Messages Tab The Messages tab allows you to create a customized message that will display when this employee punches at the clock Configure 1.
Page 145: Add A Message
TA100 Pro Manual Add a Message You can send a message to each clock individually, or to all clocks that the employee uses. To a Single Clock 1. Navigate to the Configure Employee window. See Configure Employee, page 119. 2. Click the Add button to add a new message to send to an individual clock. The Message Assignment dialog box will open.
Page 146: Edit A Message
TA100 Pro Manual Edit a Message 1. Navigate to the Configure Employee window. See Configure Employee, page 119. 2. Highlight the Message you wish to edit. 3. Click the Edit button. 4. Edit the settings as described in the Add a Message section. 5.
Page 147 TA100 Pro Manual Figure 119: Configure Employee: Wages tab Setting Definition Non-Exempt Check this option to indicate that the employee is Non-Exempt. Use Global Check this option to assign the employee a fixed Wage standard wage regardless of which department or job he/she works for.
Page 148: Add A Global Wage
TA100 Pro Manual Setting Definition Attendance These settings become available when the Report Clocking Hours From Schedule option is checked. Check Paired Punching to indicate that the employee should punch In and Out, but TA100 Pro will ignore the actual times of the punches and report the scheduled times and duration.
Page 149: Delete A Global Wage
TA100 Pro Manual 5. Click OK to commit the changes and return to the Wages screen. Delete a Global Wage 1. Navigate to the Wages tab of the Configure Employee window. See Configure Employee Wages, page 146. 2. Highlight the wage you wish to delete. 3.
Page 150: Edit An Employee Level Wage
TA100 Pro Manual Setting Definition Item This field will be pre-populated with the Departments and Jobs defined in the system. Select the item you wish to configure. The value for this option is defined in the Use Hourly Wage Configure Department or Job dialog box. It will be checked and will reflect the pre-defined wage if the Use Hourly Wage setting is checked in the Department or Job dialog box for this item.
Page 151: Add A Badge
TA100 Pro Manual Figure 123: Employee Maintenance: Badges tab Setting Definition Number Displays the badge number assigned to the employee. Indicates whether or not the badge is valid Valid and can be used by this employee. When an employee is assigned another badge, make the original badge invalid so that this employee cannot use it any longer.
Page 152: Edit A Badge
TA100 Pro Manual Edit a Badge It is possible to edit a Badge in order to make it Invalid for this employee (cannot be used by this employee to punch). The badge number cannot be changed. If you need to change a badge number, it is best to make the old badge number inactive or delete it, and add a new one.
Page 153 TA100 Pro Manual Figure 126: Configure Employee: Readers tab Setting Definition Clock ID Displays the Clock ID assigned to each reader. Badge Displays employee badge number. Time Zone Select the Time Zone (defined on the previous tab) that applies to this employee. Reject The reject threshold indicates how closely the hand has to match the original scanned hand...
Page 154: Configure Ta7000
TA100 Pro Manual Configure TA7000 1. Navigate to the Configure Employee window. See Configure Employee, page 117. 2. Click the Clocks tab, then click the TA7000 tab to display the following information: Figure 127: Configure Employee: Clocks tab Setting Definition Clock ID Displays the Clock ID assigned to each clock.
Page 155: Employee Details Tab
TA100 Pro Manual Employee Details Tab The Details tab manages the employee's personnel settings. New employees are also added from this tab. Configure Employee Details 1. Navigate to the Configure Employee window. See Configure Employee, page 119. 2. Click the Details tab to display the following information: Figure 128: Configure Employee: Details tab Setting Definition...
Page 156: Add An Employee
TA100 Pro Manual Setting Definition Enter the employee's Zip code. Enter the employee's State. State Phone Enter the employee's phone number. Enter the employee’s email address. Email Address Hire Date Enter the employee's hire date. Accrue this Check this box if benefits should accrue during the first month of employment.
Page 157: Edit An Employee
TA100 Pro Manual 3. Fill in the settings as described in the Configure Employees Details section. 4. Click OK to commit the changes and continue to the next screen. 5. The Status dialog box will open. See Employee Status, page 134. 6.
Page 158 TA100 Pro Manual 5. Click OK to commit the changes and return to the Configure Employee screen. 6. Click Close to exit the Configure Employee dialog box. © January 2009 Time America, Inc.
Page 159: Delete An Employee
TA100 Pro Manual Delete an Employee Deleting an employee deletes all of the data relating to that employee throughout the database, including time records. NOTE: This can cause inaccurate reporting. You cannot undo a delete. 1. Navigate to the Detail tab of the Configure Employee window. 2.
Page 160: Chapter Viii Timecard And Transaction Maintenance
TA100 Pro Manual Chapter VIII Timecard and Transaction Maintenance This section describes the concepts and tasks associated with managing employee time records, including editing and adding time entries. Online Timecard The Online Timecard allows you to view, add, edit and delete employee time entries. The Timecard can be accessed from two locations: the Configure Employee dialog box and the Approval Editor.
Page 161: Accessing The Online Timecard From The Approval Editor
TA100 Pro Manual Accessing the Online Timecard from the Approval Editor 1. Click the Daily Operations menu, Approval Editor or click on the . The Approval Editor dialog box will open. 2. Double-click an employee's name to open to the Online Timecard window. Figure 132: Online Timecard (Approval Editor) Navigating in the Online Timecard Tab By default, the Online Timecard screen displays the current pay period's data.
Page 162: Navigating In The Transactions Tab
TA100 Pro Manual • Navigation buttons: Click the Navigation buttons to scroll to previous and next pay periods. The navigation button at the top of the scroll bar takes you to the previous pay period; the button at the bottom takes you to the next pay period. •...
Page 163: Add Transaction
TA100 Pro Manual In From Break Punching In from break. Enter Department Transferring departments. Enter Tips Entering tips. Miscellaneous Miscellaneous transactions are used to add or subtract dollars or hours, including vacation and other categories of time, as well as per diem, tips and other categories of dollars.
Page 164: Add Miscellaneous Transaction
TA100 Pro Manual Time Enter the time for the transaction. HH:MM:SS. Enter this in military time. Function Select the type for this transaction. The standard options are: • Clocked In • Clocked Out • Out for Lunch • In from Lunch •...
Page 165 TA100 Pro Manual Figure 136: Transaction Detail 4. The Transaction Detail dialog box contains the following information: Setting Definition Date Enter the date for this transaction. Time Enter the time for the transaction. HH:MM:SS. Enter this in military time. Function Select Miscellaneous for this transaction.
Page 166: Edit A Transaction
TA100 Pro Manual REG/OT1/OT2/OT3 Select the rate at which the Miscellaneous time should be paid. Accrue towards Check this box to cause the Miscellaneous Overtime entry to count toward overtime (daily and weekly). Differential Select the differential at which the Miscellaneous time should be paid.
Page 167: Edit/Add Stop
TA100 Pro Manual • The Time fills in with the employee's scheduled Clock In time for the selected date. • The Function fills in with Clocked In. This option is easiest when you are adding a Clock In for the day that matches or is close to the employee's scheduled In time.
Page 168 TA100 Pro Manual 1. Navigate to the Online Timecard for the employee you wish to edit. See Online Timecard, page 160. 2. Click the Multiple Misc. button. The Multiple Miscellaneous Transaction dialog box will open. Figure 138: Multiple Miscellaneous 3. Fill in the settings as appropriate: Setting Definition Enter the start time for this miscellaneous...
Page 169: From Schedule
TA100 Pro Manual Job Cost Level Check this option to have TA100 Pro override the Job Costing level(s). Override Calendar Using the drop-down boxes at the top of the dialog box, select the Month and Year that contains the days for which you wish to add the Miscellaneous transactions.
Page 170: Audit Trails
TA100 Pro Manual 1. Navigate to the Online Timecard (see Online Timecard, page 160) or the Transactions tab of the Configure Employee dialog box (see Employee Transactions, page 133) and select the employee you wish to edit. 2. Navigate to the transaction you wish to delete. 3.
Page 171: Print The Audit Trails
TA100 Pro Manual Print the Audit Trails TA100 Pro tracks all changes that are made to time entries. You may print this Audit Trail history. 1. Navigate to the Transactions tab of the Configure Employee window and select the employee you wish to view. 2.
Page 172: Approval Editor
TA100 Pro Manual Enter the ending time for the report Output to Select the type of report output you wish. Screen: The report will preview on screen. You are then able to print from the preview. Printer: The report will be sent directly to the printer.
Page 173 TA100 Pro Manual • Missing Punches It is also possible to edit transactions directly from the Approval Editor. Double-clicking a transaction from the Approval Editor opens the Online Timecard, from which you can add, edit and delete transactions normally. (See Approval Editor, page 172). 1.
Page 174 TA100 Pro Manual Show Count Totals Displays the number of infractions next to the label. Active Employees Select this option to show only Active employees. Select this option to show only Inactive Inactive Employees employees. All Employees Select this option to show both Active and Inactive employees.
Page 175: Status Board
TA100 Pro Manual Status Board The Status Board screen is a useful tool that displays the last punch for recorded for each employee within a certain time range (for example, in the last 18 hours). This is an excellent way to find out the current whereabouts of your employees.
Page 176: Task Organizer
TA100 Pro Manual Setting Definition Hours Enter the number of hours in the past you wish Back TA100 Pro to look for the last punch. The default is 18 hours, indicating that the Status Board screen will show all transactions that have occurred in the last 18 hours.
Page 178: Chapter Ix Global Commands
TA100 Pro Manual Chapter IX Global Commands This section describes commands and tasks that can be performed for many employees at once. These tasks include Global Message Assignment and Transaction additions. Figure 146: Global Menu Selecting Employees in Global Operation Dialog Boxes The method of selecting employees is the same in nearly all of the Global Operation (as well as the Report Parameter) dialog boxes.
Page 179: Select Employees By Division
TA100 Pro Manual Figure 148: Group Selection 2. Use the drop-down to select in the From box to select the first Group you wish to choose. 3. Use the drop-down to select in the To box to select the first Group you wish to choose.
Page 180: Global Add Transaction
TA100 Pro Manual Figure 150: Global Message Assignment 2. Select the employee(s) to whom you wish to send the message using the techniques described above (see Selecting Employees in Global Operation Dialog Boxes, page 178). 3. Click the Details button. The Global Message Assignment Details dialog box will open.
Page 181 TA100 Pro Manual Figure 152: Global Add Transaction 2. Select the employee(s) you wish to assign using the techniques described above (see Selecting Employees in Global Operation Dialog Boxes, page 178). 3. Click the Punch button. The Global Add Transaction Details dialog box will open.
Page 182: Reports
TA100 Pro Manual Chapter X Reports TA100 Pro has more than 300 available reports. In the interest of brevity, this section will focus on the concepts and techniques associated with running reports and listings rather than on the specifics of running every one of the reports. Listings are a type of report that "lists"...
Page 183: Running A Report
TA100 Pro Manual Running a Report The basics of running reports are the same from report to report. Some reports may prompt for additional information that is particular to that specific report, but most have standard settings. The Reports are organized into categories to make them easier to find. The categories are: •...
Page 184 TA100 Pro Manual Figure 157: Report Parameter Selection 6. Fill in the settings as appropriate: Setting Definition Pay Period Select this option to run the report for a pay period. You will need to fill in the rest of the pay period options that become available when the option is selected.
Page 185 TA100 Pro Manual Start The purpose of this field changes depending upon which Date Range option has been chosen. If Special is chosen, enter the first date you wish to display on the report. If Pay Period is chosen, this field will display the first date of the selected pay period.
Page 186 TA100 Pro Manual Employees Select the employees for whom you wish to print the report. If you have chosen Range, select the starting and ending employees. TA100 Pro will print all employees between the selected individuals (inclusive). Departments Select the Departments for which you wish to print the report.
Page 187 TA100 Pro Manual Full Time/Part Time/Both Check Full Time to print only employees whose Status is Full Time. Check Part Time to print only employees whose Status is Part Time. Check Both to print both Full Time and Part Time employees. Permanent/Temporary/Both Check Permanent to print only employees whose Status is Permanent.
Page 188: Running A Report By Individual
TA100 Pro Manual 9. When all settings are complete, click the OK button to run the report. NOTE: Some reports may prompt for additional information particular to the specific report at this point. You may also be prompted for Email recipient information, if you choose to send the report via email.
Page 189 TA100 Pro Manual Setting Definition Pay Period Select this option to run the report for a pay period. You will need to fill in the rest of the pay period options that become available when the option is selected. Policy: Select the policy that contains the pay period definition you wish to use.
Page 190 TA100 Pro Manual Yesterday Select this option to choose yesterday's date. Today Select this option to choose today's date. Forecasting Check this box to include hours forecasted from schedule (not worked yet) on the reports. Check this box to reprocess punch Reprocess information prior to running the report.
Page 191 TA100 Pro Manual 7. Select the employee(s) for whom you wish to run the report. There are four ways to select employees: Individually, Globally, by Group, and by Division. Select Employees In Reports Select Employees Individually • Double-click the Employee you wish to choose. The Employee will be added to the Selected list on the right.
Page 192 TA100 Pro Manual 8. When all settings are complete, click OK to proceed to the Additional Reporting Parameters dialog box. Figure 163: Additional Reporting Parameters 9. The Additional Parameters dialog box allows you to further filter and group report data. Fill in the settings as appropriate: Setting Definition Status...
Page 193: On Screen Report Preview
TA100 Pro Manual Output to Select the media to which you wish to output the report. The options are: Screen: The report will preview on screen. You are then able to print from the preview. Printer: The report will be sent directly to the printer.
Page 194 TA100 Pro Manual Figure 164: Example: On Screen Report Preview Figure 165: Print Toolbar 3. The Report Preview window contains several tool buttons. Reading from left to right, these are: Setting Definition First Page Click this button to navigate to the first page of a multi-page report.
Page 195: Emailing A Report
TA100 Pro Manual Print Click this button to print the report to the printer currently selected under File, Print. (See Important Information on Printing Reports, page 182). 4. Click the Close Preview button to exit the Report Preview screen. 5. Click the Close button until you have exited all the dialog boxes. Emailing a Report TA100 Pro allows you to email reports in Adobe Acrobat format using the email program currently configured on your computer.
Page 196 TA100 Pro Manual CC Button Click this button to add the selected recipient to the CC: (Courtesy Copy) field of your email. BCC Button Click this button to add the selected recipient to the BCC: (Blind Courtesy Copy) field of your email.
Page 197: Chapter Xi Terminal Configuration
TA100 Pro Manual Chapter XI Terminal Configuration This section covers the concepts and tasks associated with setting up clocks. TA100 Pro Supports the use of three types of clocks: TA520/530, TA620, PC Clock and TASC. Support for ATS and Hand Reader, Videx DuraTrax clocks is available in additional modules.
Page 198: Ta500, Ta600 And Ta7000 Series (Ta520/530, Ta620, Ta7000)
TA100 Pro Manual clock. Time America recommends U.S. Robotics modems, as they are capable of communicating with the clock at the 1200 and 2400-baud rates required. • The Ethernet connection is designed for Local or Wide Area Networks using the TCP/IP protocol.
Page 199 TA100 Pro Manual Description Enter a description of the clock. This description will be seen in the system and on reports. This field can be used to describe the clock type and it’s location in your facility (i.e. TA530 In BUILDING TWO). The clock description can be up to 30 characters long.
Page 200 TA100 Pro Manual LAN ID Enter the clock’s unique identification number in this field. This number provides a way for the system to distinguish between individual clocks. Any one-character (alphabetic or numeric) ID may be used. Make sure the LAN ID defined here matches the LAN ID defined at the clock.
Page 201 TA100 Pro Manual Phone Number Enter the phone number the PC modem must dial to communicate with this clock. The number must be entered in the following format: Outside Line Access Code, Wait Symbol, Area Code, Phone Number If no outside line is required (such as 9), simply enter the phone number.
Page 202 TA100 Pro Manual Prefix for Entry Enter the prefix code used by the terminal to identify a supervisor’s badge. Any badge starting with this prefix can access the clock’s Supervisor Mode. Using this mode, a supervisor can add, view, or delete transactions in the time clock.
Page 203 TA100 Pro Manual 3. The Configure tab defines the message and timeout settings and contains the following information: Figure 170: Configure TA500/TA600/TA7000 Clocks: Configure Tab Setting Definition Time-Outs These settings determine how long prompts and messages will appear on the clock's screen.
Page 204 TA100 Pro Manual Supervisor Enter the length of time (from 0.1 to 99.9 seconds) the clock will wait for a response to questions a supervisor question before returning to an idle state. Time is entered in seconds and tenths of a second.
Page 205 TA100 Pro Manual Idle Message Enter the message text that displays on the time clock when in an idle state. If this field is left blank, no message will be displayed. It can accept a one-line message that is up to 16 characters.
Page 206 TA100 Pro Manual Skip recording of Check this box to skip recording the Diagnostic and Programming information that diagnostic and programming info display on the Diag Info and Prog Info tabs. These two files are created and written to each time a clock is communicated with and programmed using TA100 Pro.
Page 207 TA100 Pro Manual The tab contains the following information: Setting Definition Employee Listing Displays a list of the employees that can use this clock. Includes: employee code, employee name, employee badge number, verification, authority level and if they have a fingerprint template saved.
Page 208: Ta715, Ta777 And Ta780 Series
TA100 Pro Manual TA715, TA777 and TA780 Series Configuration of the TA715 Series, TA777 Series and TA780 Series time clocks is virtually identical. For this reason, they are combined into one section. Since multiple clocks can be defined in the TA100 Pro, a copy feature is available to copy an existing clock’s parameters when adding a new clock.
Page 209 TA100 Pro Manual Readers None or THIS WILL ONLY SHOW FOR THE TA780 SERIES Finger Only select finger of the clock will accept fingerprints. Select the type of connection this clock will Path use. The options are: • Direct (RS232) •...
Page 210 TA100 Pro Manual Baud Rate Select the modem’s communication speed. Make sure the baud rate selected here matches the baud rate defined at the clock. Phone Number Enter the phone number the PC modem must dial to communicate with this clock. The number must be entered in the following format: Outside Line Access Code, Wait...
Page 211 TA100 Pro Manual Supervisor These options define supervisor settings for the clock. Default Date Check this box to automatically use the clock’s current date for transactions added using a supervisor’s badge. When this check box is clear, the clock prompts the supervisor for the date of any new transactions.
Page 212 TA100 Pro Manual Figure 172: Configure TA715/TA777/TA780 Clocks: Configure Tab Setting Definition Time-Outs These settings determine how long prompts and messages will appear on the clock's screen. For data input Enter the length of time (from 0.1 to 99.9 seconds) the clock will wait for a response to a prompt before returning to an idle state.
Page 213 TA100 Pro Manual Supervisor Enter the length of time (from 0.1 to 99.9 seconds) the clock will wait for a response to questions a supervisor question before returning to an idle state. Time is entered in seconds and tenths of a second.
Page 214 TA100 Pro Manual Idle Message Enter the message text that displays on the time clock when in an idle state. If this field is left blank, no message will be displayed. It can accept a one-line message that is up to 16 characters.
Page 215 TA100 Pro Manual Figure 173: Configure TA780 Clocks: Assignments tab The tab contains the following information: Setting Definition Displays a list of the employees that can use this Employee Listing clock. Includes: employee code, employee name, employee badge number, special enrollment and if they have a fingerprint template saved.
Page 216: Configuring Pc Clock
TA100 Pro Manual Setting Definition Click this button to select employees individually. You will be prompted to select the following: Authority: The Authority Level defines which clock menus employee can view or use at the clock. The following options are available: Employee, Supervisor or Configuration.
Page 217 TA100 Pro Manual Active Click the Active check box to indicate that the clock is currently in use. Uncheck this box if the clock is not being used at this time. Initial Source Check the applicable check box(es) to indicate the method by which an employee badge number is entered into the clock.
Page 218: Tasc
TA100 Pro Manual To Enter function Enter the length of time (from 0.1 to 99.9 seconds) the clock will wait for a response to enter a function before returning to an idle state. Time is entered in seconds and tenths of a second.
Page 219: Configure A Tasc Clock
TA100 Pro Manual transactions from the clock locally; the central location can connect to clock only when it needs to retrieve data to process data and run reports. Since TASC are "stand-alone" clocks, they will not receive Policy and employee information in the same way that other clocks do.
Page 220 TA100 Pro Manual Path Select the type of connection this clock will use. The options are: • Direct (RS232) • LAN (RS485) • Modem (Internal) • Serial LAN (Smart Converter) • Remote Direct (External Modem) • Modem LAN (Smart Converter) See Types of Connections, page 197.
Page 221 TA100 Pro Manual Phone Number Enter the phone number the PC modem must dial to communicate with this clock. The number must be entered in the following format: Outside Line Access Code, Wait Symbol, Area Code, Phone Number If no outside line is required (such as 9), simply enter the phone number.
Page 222 TA100 Pro Manual 3. The Policies tab defines the rounding lunch and break policies for the employees using this clock. These are not the same as the company policies set up under the Configure menu, but rather policies that are transferred to the clock when it is programmed.
Page 223 TA100 Pro Manual Lockout begins Enter the start time ( ) of this policy’s HH:MM employee lockout. Enter the time in military HH:MM format. If the lockout begin and lockout end times are 00:00, no lockout takes place. The default is 00:00. Any employee that enters a punch between these lockout times receives the message .
Page 224 TA100 Pro Manual Link back time Enter the maximum time ( ) an HH:MM employee who has punched Out can punch HH:MM back In and still have the new time included in the previous total. For example, the Link Back Time is set to 2:00 and overtime is paid after working 8 hours in a single day.
Page 225 TA100 Pro Manual Figure 178: Configure TASC Clock: Employee tab Setting Definition Displays a list of the employees that can use Employee Listing this clock. Includes their Employee ID, Employee Name, Employee Badge, the policy the employee is assigned to, the department, and if their information will be exported to your payroll provider.
Page 226: Ats Series Clocks
TA100 Pro Manual Click this button to select employees individually. You will be prompted to select the TASC Policy (as defined on the previous tab) and Department. Edit Click this button to edit the employee’s badge number, policy or department. Delete Click this button to remove the employee from the list.
Page 227 TA100 Pro Manual Description Enter a description of the clock. This description will be seen in the system and on reports. This field can be used to describe the clock type and it’s location in your facility (i.e. ATS In BUILDING TWO). The clock description can be up to 30 characters long Click the Active check box to indicate that the Active...
Page 228 TA100 Pro Manual Hayes compatible Check whether the modem used to call the clock is Hayes Compatible. Hayes modem Corporation is one of the founders of modem technology and as a result some modems list themselves as Hayes Compatible. If not sure, try both configurations.
Page 229: Hand Reader Clocks
TA100 Pro Manual Swipe & Go Check this box to make the clock Swipe & Go. The system then determines whether the individual punch was an In or an Out, based on the last punch the employee did. For data input Enter the length of time (duration) the employee will have to enter information after the badge is swiped.
Page 230 TA100 Pro Manual Setting Definition Code This is a required field. Enter a unique code (up to 4 characters) to identify the clock. Once defined, this code cannot be changed. Enter a unique ID number to identify the clock. This number will also be programmed into the clock.
Page 231 TA100 Pro Manual Modem number Enter the phone number the PC modem must dial to communicate with this clock. The number must be entered in the following format: Outside Line Access Code, Wait Symbol, Area Code, Phone Number If no outside line is required (such as 9), simply enter the phone number.
Page 232 TA100 Pro Manual Figure 181: Configure Hand Reader Clocks: Time Zones tab Setting Definition Displays the number of the Time Zones. Time Zones There are 60 available Time Zones. Each time zone can have up to four Access Windows. Description Enter a description for each Time Zone.
Page 233 TA100 Pro Manual Figure 182: Configure Hand Reader Clock: Employee tab Setting Definition Employee Listing Displays a list of the employees that can use this clock. Includes: employee ID, employee name, employee badge number, assigned time zone, personal reject threshold, authority level, and if they have a hand template saved.
Page 234: Add A Clock
TA100 Pro Manual Click this button to select employees individually. You will be prompted to select the following: Time Zone: Select the Time Zone (defined on the previous tab) that applies to this employee. Reject Override: The reject threshold indicates how closely the hand has to match the original scanned hand template.
Page 235: Edit A Clock
TA100 Pro Manual Figure 184: Default Clock Add 5. Highlight the clock whose settings you would like to copy or click No to start from scratch. 6. Enter a unique code for this clock, up to four characters. 7. Enter a Description of the clock (i.e., Warehouse, Back Office, California, etc.) 8.
Page 236: Set Date And Time
TA100 Pro Manual Figure 185: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the Configure Clock dialog box. Set Date and Time The Set Date and Time function synchronizes the date and time of the terminals with the computer that is running the software.
Page 237 TA100 Pro Manual Figure 187: Windows Date/Time Properties 4. If necessary, edit the date and time to be accurate and click OK. 5. Click the Set Time button to commit the changes. 6. When TA100 Pro has finished sending the Date and Time to clock, click Close to exit the dialog box.
Page 238: Chapter Xii Terminal Polling And Autoprocessing
TA100 Pro Manual Chapter XII Terminal Polling and AutoProcessing This section describes the concepts and techniques associated with polling clocks and setting up Auto Processes. Polling is the process of communicating data to and from the clock, including transferring employee time transactions and other data from the clocks to the host computer (PC) for processing.
Page 239 TA100 Pro Manual Clear Clock Check this option to clear the transactions from the clock after transferring them to Transactions TA100 Pro. TIP: This does not need to be done every time. You may leave the transactions in the clock until payroll is processed successfully, however if you have a lot of employees you will want to clear frequently so the clock does not get full.
Page 240: Configure An Autoprocess
TA100 Pro Manual Process Punches Check this option to automatically put the punches into the online timecards of the after polling employees. 4. Click the Poll button to start the polling process. Configure an AutoProcess The Auto Process feature allows you to schedule the following tasks to run automatically at pre- determined times: •...
Page 241: Add An Autoprocess
TA100 Pro Manual Add an AutoProcess 1. Click the Communications menu, AutoProcess. The Configure Auto Process dialog box will open. 2. Click the Add button and the Auto Process Maintenance dialog box will open. Figure 189: Configure Auto Process 3. Enter the Number and Name for this Auto Process. 4.
Page 242 TA100 Pro Manual Run a File Select this option to schedule an Event that will launch any sort of executable program. An example of this might be a Batch file that "zips" up your data files and copies them to a safe location on your network.
Page 243 TA100 Pro Manual Tag All/Untag All Click the Tag All button to select all the items in the list. Click Untag All to deselect all the items in the list. Poll Clocks AutoProcess 1. If Poll Clocks is selected, select the clock(s) you wish to poll with this process by double-clicking each clock to "tag"...
Page 244 TA100 Pro Manual Program Clock Check this option to send programming and configuration information (such as the settings in the Configure Clock dialog box) to the clock. Clock function keys and function messages are sent to the clock during programming. This option should only be used when basic clock setup has been changed since the initial programming.
Page 245: Edit An Auto Process
TA100 Pro Manual NOTE: For network installs, you will need to check that the network is not doing any backups or running any utilities during the auto processing schedule. Run Reports AutoProcess 1. If Run Reports is selected, choose the report(s) you wish to run by double- clicking each report to "tag"...
Page 246 TA100 Pro Manual 3. Click the Delete button. You will be prompted: Figure 193: Deletion Confirmation 4. Click OK to confirm the deletion. 5. Click Close to exit the dialog box. © January 2009 Time America, Inc.
Page 247: Chapter Xiii Utilities
TA100 Pro Manual Chapter XIII Utilities This section describes the system utilities built into TA100 Pro. It includes importing and exporting, reindexing, system archiving, system backups, and more. Importing It is possible to import data from other programs. Employee data, time transactions, and departments can be imported from previous versions of the software as well as from other third party systems, spreadsheets, and payroll programs.
Page 248 TA100 Pro Manual 1. Click the File menu, Import, Advanced. The Configure Import dialog box will open. Figure 194: Configure Import 2. Select the type of file to be imported. 3. Click the Import File button to select the file that contains the information to be imported.
Page 249: Exporting Data
TA100 Pro Manual Figure 196: Open 7. Select the TA100 Pro database file to which you wish to append, and click the USE button to continue. 8. Click OK to begin the import process. Exporting Data The Export function allows you to extract data from TA100 Pro for use in other programs. When exported, the database files can be used with many commercial spreadsheet programs and report writers to generate custom reports.
Page 250 TA100 Pro Manual Figure 197: Configure Export 2. Click the Export File button. The Open dialog box will appear. Figure 198: Open 3. Select the file you wish to export and click the USE button to continue. 4. Select the type of file you wish to export to. See above for a list of the available file types.
Page 251 TA100 Pro Manual 6. In the File Name box, enter the name you wish to use for the exported data file. The extension will fill in automatically based on the type of file chosen in the previous dialog box. 7. Click Save to continue. 8.
Page 252: System Utilities
TA100 Pro Manual System Utilities TA100 Pro provides utilities to keep your system running smoothly. Among other things, these utilities can repair databases, perform backups, and archive data for long-term storage. Because these utilities affect data, and ultimately your payroll, contact your local representative if you have questions or concerns about the operation of a specific utility.
Page 253: Repair Database
TA100 Pro Manual Repair Database The Repair Databases utility compares the contents of the database to the database’s index and attempts to rebuild the index to compensate for any inconsistencies. This utility cannot replace or recover data that has been lost or corrupted. It is recommended that you repair your TA100 Pro databases prior to Reindexing in order to ensure that the data is optimized.
Page 254: Update Databases
TA100 Pro Manual 2. Select the database you wish to reindex by clicking Add to select an individual database or Add All to add all. It is recommended that you reindex all files. 3. Click OK to begin the reindexing process. Update Databases The Update Databases utility is used when upgrading TA100 Pro to a newer version of the software.
Page 255: Change Employee Number
TA100 Pro Manual 2. Select the database you wish to Initialize by clicking Add to select an individual database or Add All to add all. 3. Click OK to begin the process. ALL DATA IN THE SELECTED TABLES WILL BE DESTROYED. Change Employee Number Once an employee has been added to the system, you can no longer change his or her employee number through the Configure Employees Detail screen.
Page 256: Set Reprocess Date
TA100 Pro Manual Figure 206: Change Employee Number Width 2. Enter the number of digits for the new employee number. 3. Click OK to commit the change. Set Reprocess Date The Set Reprocess Date utility allows you to globally reset the reprocess date for employees.
Page 257: Fix Unassigned Badges
TA100 Pro Manual 2. Enter the Reprocess date. 3. Select the employees for whom you wish to reprocess by using the Add button to select an individual employee or Add All to select all. 4. Click OK to complete the change. 5.
Page 258: Repost From R-Files
TA100 Pro Manual Repost from R-Files R-Files are the files that store punch data downloaded from the clocks. There is one R- File for each day, which contains all the punches from that day. This data is imported into TA100 Pro, but the original file is kept so that it can be referenced or re-imported if necessary.
Page 259: Post Historical Data
TA100 Pro Manual Figure 210: Purge R-Files 2. Select the file you wish to purge by double-clicking it to "tag" it. Or select all files by clicking the Tag All button. 3. Click OK to purge the files. Post Historical Data Posting Historical Data allows you to move historical information to another location, where it can still be accessed for reports, but where it is not slowing down the performance of the program.
Page 260: Archive
TA100 Pro Manual 3. If you wish to Unpost previously posted data (in order to edit it, for example), check the Unpost data box. 4. Click OK to complete the action Archive The Archive utility removes time and attendance data from your system and stores it in another location for archive purposes.
Page 261 TA100 Pro Manual Archive To Select the destination drive for the file. The options are: Drive A: Typically a floppy drive. Drive B: Typically a floppy drive. Other: Can be the local hard drive or any network drive. Destination Enter the destination drive letter and directory for the archived file.
Page 262: Restore Archive
TA100 Pro Manual Discard Records Select this option to discard the new duplicate records and keep the existing records. 3. Click OK to complete the Archive. Restore Archive Archived data is data that has been removed from the TA100 Pro software, but has not been deleted.
Page 263: System Backup
TA100 Pro Manual Individual Check this option to restore data for individuals. You have the opportunity to Employees choose employees after clicking the OK button. Date Range Enter the date range for which you wish to restore records. TIP: To restore all transactions for the chosen employees contained in this archive, put in 01/01/1900 in the first field and today’s date in the second field.
Page 264: System Restore
TA100 Pro Manual Destination Enter the destination drive letter and directory for the backup file. Compression Select the Compression method for the Method backup data. The options are: Maximum: Saves as much disk space as possible, but takes longer. Fast: Compresses quickly with high data integrity, and is the default option Store Only: Does not compress data, but stores it all in one file.
Page 265: Additional Utilities
TA100 Pro Manual Setting Definition Select File Click this button to choose the backup from which to restore. Restore Original Check this box to change the creation date of the files being restored to the backup's date Date/Time and time (rather than the current date). Check this box to verify the files checksum DOS Verify On between the backup version and the restored...
Page 266: Calendar
TA100 Pro Manual Figure 217: Calculator 2. You may enter numbers and functions by typing or by clicking the appropriate buttons on the keypad. Calendar 1. Click the Help menu, Calendar. The Calendar will open. Figure 218: Calendar 2. You may scroll through months and years using the navigation buttons. NOTE: The Calendar can also serve as a daily diary.
Page 267: System Configuration
TA100 Pro Manual System Configuration The System Configuration screen displays the technical setup of your computer. 1. Click the Help menu, System Configuration. The System Configuration window will open. Figure 219: System Configuration 2. Press Esc to exit the dialog box. Conversion Table The Conversion Table displays conversions from 12 Hour to 24 Hours and minutes to hundredths of an hour.
Page 268: Macros
TA100 Pro Manual Macros Macros allow you to record keyboard steps in TA100 Pro and play them back by pressing a key. For example, you could record a macro to Poll time clocks. 1. Click the Help menu, Macros. The Record Macro dialog box will open. Figure 220: Record Macro 2.
Page 269 TA100 Pro Manual Figure 221: Stop Recording 7. Click one of the following: Setting Definition Click OK to stop recording the macro. Continue Click continue to continue recording the macro after a pause. Discard Click Discard to cancel recording and discard the macro.
Page 270 TA100 Pro Manual INDEX Additional polling key ........16 adding............234 Approval Editor........172, 176 ATS ............226 Archive ............260 ATS, configure..........226 restore............262 auto polling ..........240 ATS ..............226 connections ..........197 configure.............226 Deleting ............235 Audit Trails .............170 editing............235 Automatic Processes ........240 Hand Reader ..........
Page 271 TA100 Pro Manual INDEX, Cont. Employee Maintenace demonstration (demo) ........17 Benefits............137 System key........... 16 Timecard.............121 Hardware requirements ........10 Employee Maintenance........119 Help..............23 Badges............150 Contents ............23 configure employee ......119, 120 Search ............24 Details............155 Index............. 23 Messages ...........144 online............
Page 272 TA100 Pro Manual INDEX, Cont. Online Timecard..........160 by range ............. 183 accessing............160 Schedules ............125 navigating ...........161 assign ............126 Optional Modules ...........114 copy............131 Bell Schedules........83, 114 delete............128 Benefits..........105, 114 employee............ 125 Overtime rotating ............129 configure .............49 template............
Page 273 TA100 Pro Manual INDEX, Cont. Timecard ............160 Unassigned Badges........257 accessing............160 Underlined letters..........21 description ..........121 Update ............254 navigating ...........161 User Accounts online ............160 SYSOP ............19 Timecards............160 User Maintenance..........97 Tips and Techniques........21 Users..............19 Toolbar add ............. 101 displaying large buttons........26 delete............

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Ta100 pro

Time America 230 SERIES Instruction Manual

Chapter Iabout this Manual

Chapter II Installation

Chapter III Getting Started

Chapter IV Configuration

Chapter Voptional Modules

Chapter VI Additional Employee Features

Chapter VII Employee Maintenance

Chapter VIII Timecard and Transaction Maintenance

Chapter IX Global Commands

Reports

Chapter XI Terminal Configuration

Chapter XII Terminal Polling and Autoprocessing

Chapter XIII Utilities

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Summary of Contents for Time America 230 SERIES