CErtifi TM TimeClock In/Out User Manual

Transcription

1 CErtifi TM TimeClock In/Out User Manual Controlled Efficiencies, LLC 110 Glancy Street, Suite 202, Goodlettsville, TN T: E: CESimplify.com

2 I. Overview Our software allows you to monitor employee scheduling, time tracking and payroll reporting across multiple devices. Managers are able to customize schedules and reports easily and securely via Desktop, SQL Server or Cloud-based applications. By simply using the employees fingerprint, our technology validates and stores associated information including: employee classification, status, ID, DOE and employment location. Use CErtifi TM TimeClock In/Out as a stand-alone application or in multiple station environments using shared file services. This In/Out application is only for clocking in and out. It has no other features or screens. In order to manage and report employee clock-ins, you have to use the HR (Human Resources) application CErtifi TM TimeClock Management. That application allow you to add or edit times, report hours for payroll purposes, keep up with points (reprimands), holidays and vacation days. 2 P a g e

3 II. Main Screen Figure (1) Figure (1) shows the main screen of the CErtifi TM TimeClock In/Out. After scanning the fingerprint, the employee s name will appear in the box in the center of the screen with a colored box to the left of their name. The date/time a fingerprint was last recorded is just to the right of the name and a location ID is shown as well. A Black box indicates this employee has clocked out and Green means they have clocked in. The status box for the fingerprint reader is found near the top right of the screen. Two green boxes indicate the reader is ready to scan a fingerprint. Red indicates the reader is busy and will not scan a fingerprint at this time or there was a unverified fingerprint.. A message box is available for managers to make announcements to all employees. Edit the message by selecting Input Message found in the CErtifi TimeClock Management HR application. Training Messages - The large message box located at the bottom of Figure (1) will display warning messages with a color-coded background unique for each employees training needs. Once an employee begins receiving these warning messages, texts and s will also be sent 3 P a g e

4 to managers. It tracks any training or certifications that you have provided to monitor. (To monitor training you will need to purchase the CErtifi Training or CErtifi Tracking program). Background Warning Colors: Yellow: Warning message will begin when training is within 30 days of expiring. An informative will be sent to the manager. Orange: Warning message changes at 7 days out. An informative AND text will be sent to the manager. Red: Warning message will change to red once training or certification has expired. An informative AND text will be sent to the manager(s). The system WILL NOT allow the employee to clock-in at this point. ** After hours text messaging to managers will be held until the next day. Delivery hours may be set in the configuration page. 4 P a g e

5 Configuration Screen The hidden Configuration screen may only be accessed by double-clicking the version number on the main screen Figure (1). Enter your employee number and 4-digit security code to view this screen. Default is P a g e

6 Version : Not Changeable Clock ID: This text will show in your database to show which time clock was used to clock in/out of. (If more than one is used. Location Name: This text is to identify your location name. It will show on some reports. Location Number: This is the identifier used to sort multiple locations, if used. Just put the number of your current location in this box. Address: This is used to send alert to managers, supervisors, compliance officers or any number of people. The alerts are only useds if you use the CErtifi Training or CErtifi ABC product. If your training is within a specified window of expiration, s will be sent. (Just separate with a ; if multiple address are used.) Texting Addresses: Same as the Address setup, alerts can also be texted to any text address. Multiples can be sent as well. (Just separate with a ; if multiple address are used.) Document Path: This is used only if using the CErtifi Training or CErtifi ABC product. Server: This is the path to the server you will use. Server User Name: This is the account that will allow you to send s through your server. Server User PWD: This is the account password that will allow you to send s through your server. Server Port: Every server uses a specific port to connect incoming s through. Text Start Time: Is the time of day you would like for your alert texts to be sent. Alerts are held after hours so they do not disturb the recipients. They are then released at the time of day entered here. Text End Time: Is the time of day you would like for your alert texts to be held. Alerts are held after hours so they do not disturb the recipients. Alert texts that come in after this time of day are stored locally until the Text Start Time is reached. Then they are released. 6 P a g e