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Time America 230 SERIES User Manual

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TA100 PRO
User’s Guide
2009

Table of Contents

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Time America 230 SERIES Specifications

General IconGeneral
BrandTime America
Model230 SERIES
CategorySoftware
LanguageEnglish

Summary

About this Manual

Disclaimer

Provides information on manual updates and software changes, advising verification of current information.

Technical Support

Guides users on contacting local representatives for assistance with installation, configuration, and troubleshooting.

When Calling Technical Support for Assistance

Lists essential information to gather before contacting support to ensure efficient problem resolution.

Installation

System Requirements

Details the minimum hardware and software specifications needed to run the TA100 Pro system.

Installing the System

Provides step-by-step instructions for installing the TA100 Pro software via the installation CD.

Getting Started

Starting TA100 Pro and Logging In

Explains how to launch the TA100 Pro application and log in using user credentials.

Exiting the System

Outlines multiple methods for closing the TA100 Pro application properly.

Using the Keyboard

Details keyboard shortcuts and underlined letters for efficient navigation and operation within TA100 Pro.

Configuration

Main Company Configuration

Defines company identification, address, and general system settings for TA100 Pro.

Divisions Configuration

Explains how to set up and manage company divisions as subsets of the main company.

Categories Configuration

Details how to define categories for tracking time or money and setting up export options.

Policies Configuration

Describes how to create and manage business or payroll rules governing overtime, holidays, etc.

Shifts Configuration

Guides users on defining work schedules by creating shift groups and individual shifts.

Holidays Configuration

Explains how to specify company holidays and set eligibility criteria for holiday pay.

Groups Configuration

Details how to create and manage employee groups for organization and security purposes.

Departments Configuration

Covers setting up departments as the top level in Job Costing for tracking employee time.

Jobs Configuration

Explains how to set up jobs as the second level in Job Costing for tracking employee time and labor costs.

Bell Schedules Configuration

Describes how to configure bell schedules for time clocks to signal shifts, breaks, and end of day.

Security Configuration

Details how to establish security access for users, defining login permissions and employee management.

Optional Modules

Bell Schedules Module

Details the Bell Schedules module for time clock notifications and alerts.

Benefits Accruals Module

Explains the Benefits Accruals module for automatic calculation of employee benefit time.

PC Clock Module

Covers the PC Clock module for workstation-based employee time punching and transfers.

Third Party Terminals Module

Introduces the Third Party Terminals module for biometric and other external clock support.

Employee Maintenance

Configure Employee

Provides access to all employee information including contact, schedule, and time sheet data.

Employee List

Displays a list of all employees in the database with sorting and filtering options.

Employee Timecard Tab

Details the employee's timesheet information, including punches and daily totals.

Employee Status Tab

Manages the employee's current work status (active, full-time, permanent) with effective dates.

Employee Benefits Tab

Reflects the selected employee's current benefit balances and grants/takes benefit time.

Employee Messages Tab

Allows creation of customized messages displayed to employees when they punch at the clock.

Employee Wages Tab

Specifies employee FLSA status and pay rates, including global or department/job specific wages.

Employee Badges Tab

Used to assign and manage employee badge numbers, marking them as valid or invalid.

Employee Clocks Tab

Assigns Hand Readers and TA7000 clocks to employees for biometric or fingerprint data collection.

Employee Details Tab

Manages employee personnel settings including personal information, division, and holiday groups.

Timecard and Transaction Maintenance

Online Timecard

Allows viewing, adding, editing, and deleting employee time entries via the Configure Employee screen.

Adding and Editing Transactions

Details methods for recording time entries, including missed punches, breaks, and vacation.

Audit Trails

Tracks changes made to time entries, including who made the change, date, and time.

Approval Editor

Facilitates supervisor review and editing of employee transactions needing approval.

Status Board

Displays the last punch for employees within a specified time range for whereabouts tracking.

Global Commands

Selecting Employees in Global Operations

Explains methods for selecting employees (individually, globally, by group, by division) for batch operations.

Global Message Assignment

Allows creation of customized messages displayed to multiple employees at the clock.

Global Add Transaction

Enables adding transactions (e.g., vacation, sick time) for multiple employees simultaneously.

Reports

Important Information on Printing Reports

Details how to configure the printer for TA100 Pro reports.

Running a Report

Covers concepts and techniques for running reports by range or individual selection.

On Screen Report Preview

Explains how to preview reports on screen and print them directly from the preview window.

Emailing a Report

Guides users on emailing reports in Adobe Acrobat format via their configured email program.

Terminal Configuration

Types of Connections

Describes communication methods for TA100 Pro clocks: Direct, LAN, Modem, and Ethernet.

TA500, TA600, TA7000 Series Clocks

Details configuration settings for TA500, TA600, and TA7000 series time clocks.

TA715, TA777, TA780 Series Clocks

Explains configuration settings for TA715, TA777, and TA780 series time clocks.

TASC Clocks Configuration

Covers configuration of TASC stand-alone time clocks, including communication and policies.

ATS Series Clocks Configuration

Details configuration settings for ATS series badge-swipe clocks.

Hand Reader Clocks Configuration

Explains configuration for Hand Reader biometric terminals, including time zones and employee assignments.

Configuring PC Clock

Guides users through configuring the PC Clock for messaging and time-out settings.

Terminal Polling and AutoProcessing

Polling Time Clocks

Describes the process of manually polling time clocks to transfer data to TA100 Pro.

Configure an AutoProcess

Explains how to schedule tasks like polling, reports, and program execution automatically.

Utilities

Importing Data

Covers importing employee data, transactions, and departments from various file formats.

Exporting Data

Details extracting data from TA100 Pro for use in other programs and generating custom reports.

System Utilities

Includes utilities for database repair, reindexing, backups, archiving, and data management.