Connect-Tek Transa PRO 17 Guía de usuario

A Central Solution for Time Attendance and Access ControlUser Guide

10Setting Day Type • Determine the day types or description that you prefer to apply in your working envi-ronment.• Default descriptions are workday

11Chapter 2 Connecting Terminals to TCMS V2This chapter guides you on the basic connection and activation of FingerTec ter-minals in the TCMS V2 Get

12 Once you insert the correct Activation Key, the Apply button will be enabled. Click on it and then click OK to proceed.6. Saving Information It i

13Activating a Terminal in the TCMS V2 for the first time via COM Port for Serial Connection RS485 or RS2321. Choosing the Terminal Model The termina

14Editing Terminal Information in the TCMS V2 With the initial connection, there might be some information that you haven’t complet-ed in the FingerT

15USB - Connecting the terminal to the software by using the USB flash disk. This connection does not require any wiring and the data is secured with

16Additional Features for TCP/IP and Serial Port Connection The TCMS V2 lets you configure the settings of your terminal(s) directly from the soft-war

17Voice - Enable or disable the terminal’s voice1:N threshold - Specify the value for one-to-many matching threshold, where you don’t need to key in y

18For example, workcode 1 is for meeting clients, workcode 2 is for attending training, 3 is for conference, 4 is for clinic visit and etc. Code Avail

19Chapter 3 System Settings of TCMS V2This chapter guides you to configure the system settings of TCMS V2 for accurate attendance and access control d

Copyright NoticeAll rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, incl

20Understanding Day TypeNote: The default descriptions are as shown in the picture above. It is recommended that you maintain the default descriptions

21Understanding Wage Calculation Note: Labor law is di erent from one country to the other. Salary calculation also di ers based on the labor law o

22Clocking ScheduleUnderstanding Clocking SchedulesClocking Schedule configurations are crucial to calculate attendance data accurately. Every setting

231• CLOCKING RULES Clocking refers to the time someone clocks in and clocks out from timeclock terminals. TCMS V2 offers 6 attendance columns in 3 pa

24Tolerance RulesDeduct the amount of late-in time from Work Time if em-ployee come in late more than __ minutesDeduct the amount of early time out fr

25Round MidpointOnce you insert a value here, the software will calculate the value’s midpoint. For example if you set the value at 15 min, the midpoi

26Break RulesDeduct actual lunch time (Resume-Break) from work timeDeduct actual dinner time (OT-OUT) from work timeDo not deduct any lunch time if em

27Overtime RulesRecord early login as OTDefine time IN and OUT to treat as special OTMinimum minutes to work to claim OTMaximum hours to allow to clai

281 • CLOCKING RULES Clocking refers to the time someone clocks in and clocks out from timeclock terminals. TCMS V2 offers 6 attendance columns in 3 p

29Tolerance RulesDeduct the amount of late-in time from Work Time if employee come in late more than __ minutes Deduct the amount of early time out fr

Contents 7 Preface: Getting The Most Out of TCMS V2 Welcome to TCMS V2 8-10 Chapter 1: Installation and Activation Getting Started To instal

30Round UpWork hour is rounded up to the nearest minute and is set to 15, all minutes will be rounded up as per below: 1-15 minutes = 1516-30 minutes

31Break RulesDeduct actual lunch time (Resume-Break) from work timeDeduct actual dinner time (OT-OUT) from work timeDo not deduct any lunch time if em

32Overtime RulesRecord early login as OTDefine time IN and OUT to treat as special OTMinimum minutes to work to claim OTMaximum hours to allow to clai

33Clocking PairIn-OutBreak-ResumeOT-DoneDescriptionsIn-Out pair refers to the times when an employee clocks in for work (IN) and clocks out after work

34Rules Please specify the maxi-mum number of in-out clocking pairs for this flexi-hour scheduleEnable/Disable User Define In/Out records Enable/Disab

35Round UpWork hour is rounded up to the nearest minute and is set to 15, all minutes will be rounded up as per below: 1-15 minutes = 1516-30 minutes

36Round UpOT is rounded up to the nearest minute and is set to 15, all minutes will be rounded up as per below: 1-15 minutes = 1516-30 minutes = 3031-

37Click Yes if you want to deduct break time from the total work time. If you don’t click on the checker, the time will be calculated in this formula

38Overtime RulesOvertime if total flexi-work hour exceeds work hour ofDifferential overtime if total flexi-work hour exceeds work hour ofMinimum minut

39 IN LUNCH RESUME DINNER RESUME OUT (BREAK) (OUT) (OT) (DONE) Monday-Friday 9:00am 12:30pm 1:30pm 6:00pm 7:30pm 10:30pmSaturday 10:00

Staff Extended Leave Setting staff extended leave Reschedule Staff Roster Rescheduling staff roster Clocking Schedule Understanding c

40 IN BREAK RESUME OUTMonday- Saturday 11:00pm 3:00am 4:00am 6:00am IN BREAK RESUME OUTMorning Shift 8:00am 12:00am 1:00am 4:00amEvening Shift

41Group Duty RosterUnderstanding Group Duty RosterGroup Duty Roster refers to an annual working calendar for all groups of staff in your company. TCMS

42Overtime Only After - TCMS V2 treats extra working time as overtime or OT when it ex-ceeds the predefined value. You can choose to accumulate extra

43SHIFT CLOCKING IN BREAK RESUME OUT SCHEDULE Morning 3 8:00am 12:00pm 1:00pm 4:00pmEvening 4 4:00pm 8:00pm 9:00pm 12:00amNight 5 1

44SHIFT CLOCKING IN BREAK RESUME OUT SCHEDULE Morning 3 8:00am 12:00pm 1:00pm 4:00pmEvening 4 4:00pm 8:00pm 9:00pm 12:00amNight 5 1

45Preferred LanguageChoosing the language for your TCMS V2The TCMS V2 offers 21 languages to suit different requirements for our clients worldwide. Ch

46REMARK CODE REMARK CODEMeeting Supplier 10 Check OUT 01 Meeting Client 11 OT IN 04Training 12 OT OUT 05Check In 00 Emergency Leave 20Deleti

47Adding A Remark• Click on Remark Definition• Move the cursor to Remark column and define the remark applicable in your companyDeleting A RemarkTo d

48Chapter 4 Devices - Terminals Management in TCMS V2 This chapter guides you to manage all FingerTec timeclock terminals from TCMS V2. After reading

49Employee Name - Shorter name of the employee to be displayed on the terminalPrivilege - There are 4 levels of authority offered in the FingerTec ter

Employee Access Code Understanding access codes Naming access codes Assigning employees with access codes Terminal Employees Contro

50Downloading Employees from Terminals onto TCMS V2• Click on Download Employee and you will be prompted with a pop-up window “Download Employees from

51Caution: Make sure you are certain with your decision because the deleted data cannot be recovered. Deleting Employees from Terminal• When you dele

52Access Code Descriptions 0 Full access 1 Access during office hours only 2 Access in the morning from 8 a.m. – 12 p.m. 3 Access after work

53• Click Device and select Employee Access Code.• You need to create 2 new codes. Code 0 is recommended to be set as Allow Access. because all the

54Terminal Last Update StatusViewing the latest updates on the terminalThis function lets you check the latest updates performed on the terminal(s). •

55Set Terminal Date & TimeWhen you click on Set Terminal Date & Time, the current time displayed onscreen is the computer’s time. You can make

56Download Data from TerminalManually downloading data from terminal to the TCMS V2 Once you click Download data from terminal, the above message will

57Clocking Data Audit ListViewing of clocking activities from terminalThis is the main database of the software. All the downloaded clocking activitie

58I/O Slot - This column will display the slot that the particular transaction data is assigned to. For example: the particular transaction is assigne

59Target 3rd Party Software TCMS Terminal ID (2 decimal) The format of data field is:Employee ID (9 digits) TT, UUUUUUUUU, DD-MM-YY, hh:mmDate form

72-75 Chapter 5: Employees Filling Up Employee Time Card Adding Employee to Employee Time Card Changing Employee ID Changing Issued

60Monitoring and Displaying Terminals Statuses This function monitors and displays the current clocking activities. Click Online to connect to all ter

61• The transaction data from the USB disk will appear at the provided table. Click Save to PC to save the transaction data into the TCMS V2.• Click

62• Click Next and select the location of your thumb drive. Click From USB.• The employee data from the USB disk will appear in the provided table. S

63• Click Next and select the location of your thumb drive. Click From PC.• The employee data from the TCMS V2 will appear at the provided table. Sel

64Inputting Message on Terminals• Assign a specific SMS ID for every message.• Write the message into the column, for example: Company Dinner will b

65Erasing an Employee Message• Click on Erase Employee Message.• Select the choose the SMS ID/Terminal Message you want delete and select the employe

66• Make sure that the picture’s size is 320x120 for 3.5” LCD Screen and 800x600 for 8.0” LCD screen. Managing Advertisement Pictures• You can also

67Inserting Employee Photos• The TCMS V2 only accepts the size of 320x210 for employee photo with the file size of 30kb. Make sure that the photo you

68Removing Photos from the Terminal• You can remove the photos from the terminal by clicking on the employee ID which you want the photos to be remov

69• Click Devices.• Double click FTDP database server management.• Type localhost at the FTDP database server column if you installed the TCMS V2 and

7Preface Getting The Most Out of TCMSV2Welcome to the TCMSV2Before you start learning how to setup and use your software, it is important that you get

70• Click OK.• After the process is completed. Click the OK button again.• Now when you check the terminal data audit list. You will see that all do

71• Type “localhost” at the Webster database server column if you installed the TCMS V2 and Webster in the same computer. If you installed the TCMS V

72Chapter 5 Employees This chapter guides you to fill in detailed user information for report purposes.In this chapter, we will discuss about the emp

73Adding Employees to an Employee Time Card You can add a new employee in this function. To add a new employee:• Click Add Employee.• Input the Emplo

74Changing Issued Date The Issued Date is the date that you installed and used the TCMS V2 software for the first time. If you have any transaction da

75• To import the employee list, click Import Employee.• Select the file format, click either EXCEL or ASCII.• Locate the file in your hard drive a

76Chapter 6 Attendance Sheet This chapter guides you on how to read, view, edit and generate Attendance Sheet. All the transaction data downloaded fr

77Overtime - Total overtime for the day.Work Shortage - Total work shortage for the day.Late-In - Total Late-In time for the day.Leave Taken - The lea

78• Overtime - Displays attendance data of employees who worked overtime.• On Leave - Displays attendance data of employees who are on leave.• Abs

79Adding Employee Leaves Into Attendance SheetThe administrator can add the leave taken by employees into the Attendance Sheet. By using the Leave Tak

8Chapter 1 Installation And Basic SetupThis chapter guides you on your initial TCMS V2 installation and basic setup you need to do to get your TCMS V2

80• The Multi-Shifts window displays all users assigned under the daily schedules. Select the date for the user and assign the clocking schedule for

81Exporting Attendance Data from TCMS V2 to Third Party SoftwareThe attendance data from the TCMS V2 can be exported to integrate with third party sof

82• Click Apply to save the settings.• Select the type of file that you wish to export the data. • Click Export Detail to initiate the export process

83Chapter 7 Report This chapter explains the types of reports available in the TCMS V2 and how to generate/print the relevant reports for your compan

84Weekly Attendance Time Card - This report generates the employee’s weekly attend-ance into a page with its summary of attendance at the bottom of th

85Previewing/Printing ReportThe TCMS V2 lets you preview and report the complete reports based on your require-ments. Learn how to view employee’s att

86• Select the desired file format and click Save. This will prompt a Save As window for you to select the file’s save path and file name. • Input

87• Enter the recipient’s email address, CC, Subject and Message.• Click Apply to generate the report and send the email with the attached report fil

88Chapter 8 Fire Roll Call Report Understanding Fire Roll Call ReportThe TCMS V2 has a shortcut button to print the fire roll call report. The report

89Chapter 9 Advisor Getting Shortcuts to the Most Useful Functions in TCMS V2In the background of the TCMS V2 software, there is a list of the 7 most

9Minimum Systems Requirement to Install TCMS V2• Pentium III 450Mhz or above• Microsoft Windows 2000, Windows XP, Windows Server 2003, Windows Vista

90Chapter 10 New Release Update your TCMS V2 to the latest version FingerTec Worldwide constantly updates the TCMS V2 software to improve and enhanc

91Chapter 11 Other Resources Information About FingerTec TO LEARN ABOUT GO TO?Company and the products www.fingertec.comThe latest updates Facebo

92IndexAAbsent 21, 81-82, 87 Access Codes 51-53 Configuration 52-53 Access Control 19, 48, 53-54 Access Rights 10 Access Zones 54 Act

93Communication Key 17Connection Type 11-12Correction Report 86 See Also Reports 86-90Currency Symbol 20DData Display Option 30 See Also Attenda

94GGeneral Rules 24, 29, 34Generate Report 54, 70, 6, 81-83, 86-87, 89, 90-91Gross Wages Report 87 See Also Reports 86-90Group Duty Roster 21, 40

95RRange 23,25-26, 28, 31, 37, 42-43, 58-59, 72, 74, 81, 84, 85, 88Remark 46, 47, 80, 87 Remark List 87 See Also Reports 86-90Rebuild Database I

96UUpdates 8, 18, 47, 49-50, 53-54, 93-94 Firmware 18 Software 8, 93 Employee 49-50, 83USB Connection 11-14USB Disk 60-63 Monitoring 60 Re