Icon Time Systems TOTALPASS Small Business Premium User manual

TOTALPASS PROXIMITY
USER GUIDE
TotalPass Small Business Premium
Icon Time Systems, Inc.
[email protected]om
www.icontime.com

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Copyright © 2018 Icon Time Systems, Inc. All rights reserved.
Reproduction of this document in whole or in part is strictly prohibited. This
document may contain typographical or copy errors. TotalPass, Icon Time
Systems, the Icon Time Systems logo, and all other Icon Time Systems
product names mentioned in this document are registered trademarks of
Icon Time Systems.
All other products, brand names, or company names mentioned in this
document are properties and trademarks or registered trademarks of their
respective companies.
Icon Time Systems, Inc.
9650 SW Nimbus Ave.
Bldg. 14
Beaverton, OR 97008
Phone: [phone]
[email protected]om
www.icontime.com

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TotalPass Small Business Premium User Guide
Table of Contents
Chapter 1: Getting Familiar with Your Time Clock.......................................................... 7
Introduction.................................................................................................................................................................................7
Welcome..............................................................................................................................................................7
System Requirements.....................................................................................................................................8
Features ...............................................................................................................................................................8
Available TotalPass Upgrades .....................................................................................................................9
Connection / Setup ...................................................................................................................................... 10
http://www.icontime.com/images/docs/collateral/TotalPass_Wifi_Proximity_Time_Clock_QS
G_Web.pdfLogging In.................................................................................................................................. 10
Support and Troubleshooting.................................................................................................................. 10
Integration with Payroll .............................................................................................................................. 10
Register your Time Clock ........................................................................................................................... 11
Navigating the Time Clock Software ...............................................................................................................................11
Home Page...................................................................................................................................................... 11
Lists Menu........................................................................................................................................................ 12
Reports Menu................................................................................................................................................. 13
Payroll Menu................................................................................................................................................... 13
Files Menu........................................................................................................................................................ 13
Settings Menu ................................................................................................................................................ 13
Help Menu....................................................................................................................................................... 14
Chapter 2: Setting Your Time Clock Preferences........................................................... 15
Setting Your Pay Preferences .............................................................................................................................................15
Setting Your Overtime Preferences..................................................................................................................................16
Setting Your Punch Preferences........................................................................................................................................17
Setting Employee Input Preferences................................................................................................................................19
Setting Your Device Preferences .......................................................................................................................................20
Create Payroll Export File.....................................................................................................................................................23
Email / Backup Preferences:................................................................................................................................................23
Outgoing Email Settings (SMTP Server)............................................................................................... 23
Common SMTP Server Settings............................................................................................................... 24
Setting Your Alert Preferences...........................................................................................................................................26
Alert Setup....................................................................................................................................................... 27
Creating Custom Fields.........................................................................................................................................................27
Chapter 3: Setting Up Your Employees .......................................................................... 29
Employee List............................................................................................................................................................................29
Make Employees Inactive........................................................................................................................... 29
Customizing the Columns.......................................................................................................................... 30
Time Remaining Before Overtime........................................................................................................... 30
Adding Employees..................................................................................................................................................................30

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Employee Information................................................................................................................................. 31
Employee Settings ........................................................................................................................................ 31
Lunch Time Deduction ................................................................................................................................ 32
Web Punch Time Clock Settings ............................................................................................................. 33
Create Payroll Export File.....................................................................................................................................................35
Accrual Settings (Upgrade Required).................................................................................................... 35
Delete Employee’s Punches ...................................................................................................................... 35
Chapter 4: Clocking In and Out....................................................................................... 36
Time Clock Keypad Functions ............................................................................................................................................36
Punching In and Out..............................................................................................................................................................37
Proximity Badge Entry................................................................................................................................. 37
Create Payroll Export File.....................................................................................................................................................37
Web Punch Time Clock Entry.................................................................................................................... 37
Create Payroll Export File.....................................................................................................................................................37
Tracking Paid Breaks..............................................................................................................................................................37
Department Change (Punch In and Transfer)...............................................................................................................38
Entering Tips, Job Numbers or Piece Counts...............................................................................................................39
Collecting Employee Inputs on an In Punch....................................................................................... 39
Collecting Employee Inputs on an Out Punch................................................................................... 39
Chapter 5: Departments and Supervisors ...................................................................... 41
Departments .............................................................................................................................................................................41
Customize Your Departments.................................................................................................................. 41
Assigning/Changing Departments ......................................................................................................... 42
Supervisors ................................................................................................................................................................................43
Setting Supervisor Permissions................................................................................................................ 43
Assigning Employees to a Supervisor ................................................................................................... 43
Supervisor Login......................................................................................................................................................................44
Chapter 6: Generating Reports........................................................................................ 46
Reports Overview....................................................................................................................................................................46
Adding a Punch ............................................................................................................................................. 46
Adding Non-Work Hours (Holiday and Non-Worked)................................................................... 47
Editing a Punch.............................................................................................................................................. 48
Viewing Additional Reporting Details................................................................................................... 49
Using the Attendance Report.............................................................................................................................................51
Using the Timecard Report .................................................................................................................................................51
Using the Individual Timecard Report.............................................................................................................................52
Using the Department Report............................................................................................................................................52
Using the Timecards by Department Report................................................................................................................53
Creating Custom Reports.....................................................................................................................................................53
Generating Reports on Custom Field Values –Labor Distribution ......................................................................54
Step 1: Set Up the Custom Field Title and Assignment.................................................................. 54
Step 2: Assign the Custom Field Value to the Employee............................................................... 55
Step 3: Generate the Custom Report Using Create Report .......................................................... 55
Chapter 7: Sending to Payroll ......................................................................................... 56

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Create Payroll Export File.....................................................................................................................................................56
Chapter 8: Alternate Employee Entry Options............................................................... 61
Web Punch Employee Entry................................................................................................................................................61
Setting Up Your Employees - Web Punch Time Clock.................................................................... 61
Punching In/Out Using Web Punch Entry............................................................................................ 62
Clocking In/Out from GPS Enabled –Location Tracking ............................................................... 63
IP Address Restriction.................................................................................................................................. 63
Setting Authorized IP Addresses by Employee.................................................................................. 64
Running Reports with the Web Punch Time Clock .......................................................................... 65
Using Proximity Badges........................................................................................................................................................65
Assigning Proximity Badges to an Employee..................................................................................... 65
Locking the Time Clock Terminal Keypad............................................................................................ 66
Punching In/Out Using Proximity Badges ........................................................................................... 66
Chapter 9: Maintaining Your Time Clock ....................................................................... 67
Setting up Scheduled Automatic Backups ....................................................................................................................67
Creating a Data Backup ........................................................................................................................................................68
Wifi Connection.......................................................................................................................................................................68
Connecting Using the Clock Interface................................................................................................... 68
Connecting Using a WPS Button............................................................................................................. 68
Connecting Using a WPS with PIN ......................................................................................................... 68
Connecting Using the Software Interface............................................................................................ 68
Ethernet Connection..............................................................................................................................................................68
Data Backup from the Software Interface............................................................................................ 68
Data Backup to a USB Flash Drive .......................................................................................................... 68
Restore Time Clock Data Backup......................................................................................................................................69
Restore a Time Clock Data Backup from the Software Interface................................................ 69
Restore a Time Clock Data Backup from a USB Flash Drive ......................................................... 69
Removing Data from Your Time Clock ...........................................................................................................................70
Updating Your Time Clock...................................................................................................................................................70
Updating Your Time Clock from the Software Interface................................................................ 70
Updating Your Time Clock Using a USB Flash Drive........................................................................ 71
Resetting Your Time Clock Passwords ............................................................................................................................73
Changing Your Time Clock Software Interface Password.............................................................. 73
Resetting the Software Interface Password......................................................................................... 73
Resetting the Supervisor Mode Security Code.................................................................................. 74
Chapter 10: Time Clock Terminal Supervisor Mode...................................................... 75
Log Into Supervisor Mode...................................................................................................................................................75
Parent Clock Supervisor Mode Settings.........................................................................................................................75
View IP Address ............................................................................................................................................. 75
Network Settings........................................................................................................................................... 76
Assign Badges ................................................................................................................................................ 76
Set Date/Time................................................................................................................................................. 76
View Serial #.................................................................................................................................................... 77
View Version # ............................................................................................................................................... 77

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Download Backup......................................................................................................................................... 77
Restore Backup .............................................................................................................................................. 77
Enable Upgrade ............................................................................................................................................. 77
Reset Password.............................................................................................................................................. 77
Erase All Memory .......................................................................................................................................... 78
Convert to Child............................................................................................................................................. 78
Download Log................................................................................................................................................ 79
Additional Child Clock Supervisor Mode Settings......................................................................................................79
View Parent IP................................................................................................................................................. 79
Force Connect ................................................................................................................................................ 79
Force Full Sync................................................................................................................................................ 79
Show Sync Status .......................................................................................................................................... 79
Convert to Parent.......................................................................................................................................... 79
Chapter 11: Connect to the Clock ................................................................................... 80
Wifi Connection.......................................................................................................................................................................80
Connecting Using the Clock Interface................................................................................................... 80
Connecting Using a WPS Button............................................................................................................. 81
Connecting Using a WPS with PIN ......................................................................................................... 82
Connecting Using the Software Interface............................................................................................ 83
Ethernet Connection..............................................................................................................................................................83
Chapter 12: Software Upgrades...................................................................................... 85
Enabling Software Upgrades ..............................................................................................................................................85
Employee Capacity Upgrades.............................................................................................................................................86
Web Punch Employee Entry................................................................................................................................................86
Create Payroll Export File.....................................................................................................................................................86
Benefit Tracking Upgrade ....................................................................................................................................................86
Benefit Tracking and Accruals .................................................................................................................. 86
Non-worked Hours and Benefit Time (Vacation, Sick, Personal)................................................ 87
Chapter 13: Multi-clock Configuration .......................................................................... 91
System Requirements.................................................................................................................................. 91
Connecting Multiple Time Clocks.....................................................................................................................................91
Set Up the Parent Clock.............................................................................................................................. 91
Set Up the Child Clock(s)............................................................................................................................ 92
Continuing Multi-clock Setup .................................................................................................................. 93
Multi-Clock Software Settings and Optimal Configuration....................................................................................94
Child Clock Connection Data.................................................................................................................... 95
Updating the Multi-Clock System.....................................................................................................................................95
Chapter 14: Configure the Time Clock for Remote Access........................................... 97
System Requirements............................................................................................................................................................97
Step 1: Set Up the TotalPass on the Local Network...................................................................................................98
Step 2: Router Configuration..............................................................................................................................................98
Assign a Static IP Address to the Time Clock ..................................................................................... 98
Set Up Port Forwarding on the Router...........................................................................................................................99
Step 3: Connect to Your TotalPass over the Internet .............................................................................................100

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Remote Connection Frequently Asked Questions................................................................................................... 101
Troubleshooting Remote Connection Problems...................................................................................................... 102
Standard Remote Connection Setup Diagram .........................................................................................................103
Connect Clocks Remotely with Multi-clock Diagram............................................................................................. 104
Warranty Information....................................................................................................105
FCC Part 15 ......................................................................................................................107

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Chapter 1: Getting
Familiar with Your
Time Clock
Everything you need to get your time clock up and running:
✓Getting your time clock connected and logging into the software for the first time
✓How to get help
✓Navigating through the software
Introduction
Welcome
Thank you for choosing Icon Time Systems, we appreciate your business.
Our mission is to provide our customers with ease-of-mind through our quality products and
excellent customer service. All of us at Icon Time Systems wish to thank you for placing your
trust in our products. We pride ourselves on being innovators in the time and attendance
industry, by developing products that are quick to install, simple to operate and reliable.
Use this guide to learn how to use the TotalPass Small Business Premium time and attendance
system to perform essential tasks that will make tracking employee time, as well as your payroll
processes, more efficient.
The TotalPass Proximity system offers breakthrough web-enabled technology that brings the
simplicity of embedded software to your time and attendance system, all without requiring
Internet access.

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System Requirements
For Network Access
•Any Web browser on PC, Mac, tablet or smartphone.
•An available Ethernet port or wireless network.
•Remote Internet access also requires Internet and port forwarding to port 9844 or port
80.
For Direct Connection
•Any Web browser on a PC or Mac that the clock is directly connected to.
•Available USB port on Windows PC or available Ethernet port on Windows PC or Mac.
Payroll Export Utilities
•Paychex Flex, SurePayroll, Paychex Preview, Paycom, Paylocity, ADP Workforce Now,
and QuickBooks Online exports are compatible with all operating systems.
•Windows Vista or above required for QuickBooks Plug-in* and the ADP Export.
* Only available with QuickBooks desktop versions.
Internet Connection Required
Ethernet connection is required for the following functionality:
•Emailing alerts, backups or payroll reports
•Connecting multiple time clocks together
•Accessing the time clock from more than 1 computer (Network connection required)
Features
The TotalPass Small Business Premium Proximity is the perfect fit for a growing business
that requires a time clock that can keep up with changing needs. This time clock is ideal for
those companies looking for a feature-rich product that is fully supported by a nationwide
network of experts.
•Capacity of 50 employees and upgradeable to 500 employees
•PIN (4-9 digits) or proximity badge entry (15 badges included. Additional badges sold
separately.)
•5 employee web punch entry licenses included, upgrade to a maximum of 50

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•Configurable for remote Internet access
•Paid break tracking
•Import employees to the time clock from a CSV file
•Email supervisor alerts of high/low hours worked, or approaching overtime
•Automatic backup of time clock data, via email
•Email employee timecard reports
•Labor distribution reports
•Export to QuickBooks, ADP, Paychex Flex, Paychex Preview, SurePayroll, Paycom or CSV
•SSL data encryption for secure data transfer over the Internet
•Configurable for remote Internet access
•Automatic lunch time deduction
•Timecard, Attendance, and Department based reports
•Enter Holiday and NonWorked Hours for one or more employees
•Track tips, job numbers, or piece counts with employee entry at the clock
•Department tracking with department transfers at the clock
•Individual supervisor logins with employee assignment
•Connect up to 32 clocks together, sharing one software (500 employee max)
Available TotalPass Upgrades
Benefit Tracking and Accruals
This upgrade allows for automatically calculating vacation, sick, and personal time off. Accrual
rates and tracking are customized per employee for maximum policy flexibility.
Upgrade Employee Capacity
Expand your system with your business; upgrade the employee capacity from the standard of
50 employees to 100, 250 or 500 employees.
Employee Web Punch Entry
Provides the employees with an option to punch In and Out from their Web browser; on their
office computer, smart phone or tablet. The system has 5 employee Web Punch Entry licenses
included, with an available upgrade for a maximum of 50 employee Web Punch licenses.

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Connection / Setup
Refer to the TotalPass Quick Start Guide for instructions on setting up your employee time
clock's connection and logging into your time clock for the first time.
You can find a copy of the Quick Start Guide at the link below:
http://www.icontime.com/images/docs/collateral/TotalPass_Wifi_Proximity_Time_Clock_QSG_W
eb.pdf
Logging In
To log in and view employee information and punch details, enter the time clock’s assigned
Internet Protocol (IP) address into your Internet browser address field.
You must enter the address exactly as displayed below. For example, if the assigned address is
192.168.2.103, enter that text directly into the address field, preceded with “http://”.
Note: If you are logging in using USB, navigate to http://totalpass.timeclock or enter http://172.20.20.1
as the IP address.
Support and Troubleshooting
For your convenience, troubleshooting tips and how-tos can be found on our technical
support site at www.support.icontime.com.
This system includes a 30-day trial of our Gold Technical Support Plan, which includes
unlimited telephone, email, and remote assistance support. Support can be reached Monday
through Friday from 7:30am to 4:30pm (PST) at [phone] option 1 or via email at
[email protected]om.
Integration with Payroll
Built-in Exports
Your time clock includes a Paychex Flex, Paychex Preview, and SurePayroll export formats built-
in. It also includes a CSV Export option, used for viewing time clock data in Excel or importing
into other 3rd party payroll programs.
Desktop Installed Export Utilities
Exporting time clock data to PC versions of QuickBooks or ADP requires the installation of an
export utility program. Select on the appropriate link below.
•QuickBooks –www.icontime.com/utc-quickbooks-export
•ADP –www.icontime.com/utc-adp-payroll-export

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Register your Time Clock
The first time you log in to your time clock, you will be prompted to register it. Register your
time clock to ensure that you receive email notification of free software updates, your
manufacturer’s 1 year hardware warranty, and 30 days of free technical support.
Navigating the Time Clock Software
The time clock interface is designed to allow you to quickly and easily complete your tasks and
run your reports. In this section you will learn how to navigate through your time clock
application. Application navigation is done through six distinct menus: Home, Lists, Reports,
Files, Settings, and Help. Moving your mouse cursor over each icon displays the individual
drop-down menu items.
Home Page
When you first log into your time clock application, the Home page displays automatically. The
Home page provides a quick glance at the activity on your time clock, including notifications of
custom alerts. The Home page also contains helpful links to configure your software.
Current Alerts
The Home page displays important system alerts and time clock activity alerts. For instructions
on customizing your alert settings, refer to Setting Your Alert Preferences in Chapter 2.
When you no longer want to be notified of a particular task or alert, check the box next to that
item in the IGNORE column, and click Submit. If you would like to see past alerts, click Show
All. To view the details of the alert, click the alert link in the ALERT/TASK list.

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Lists Menu
Use the Lists menu for adding, modifying or deleting employees, departments, supervisors, or
enabling or disabling additional time clocks connected to the system. Refer to

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Chapter 3: Setting Up Your Employees
for instructions on setting up employees, and Chapter 5: Departments and Supervisors for
instructions on configuring departments and additional time clock supervisors.
Reports Menu
Your time clock comes with four reports that make it quick and easy to get the information
you need to complete your work and process payroll. In addition, with the Create Report
option, you can run custom filters for specific punch times, dates, employees, and
departments. Use the Reports menu to access the reports. Refer to Chapter 6: Generating
Reports, for additional information on generating and customizing reports.
Payroll Menu
The Payroll menu allows you to create exports of your time clock data to be imported you’re
your payroll program for streamlining payroll day. In addition, within the Payroll menu, find
options to email the timecards to individual employees or as one report, to a manage. Refer to
Chapter 6: Generating Reports, for additional information on sending your time clock data to
payroll.
Files Menu
Use the Files menu to back up data, restore data back-ups, Delete Old Punches, and update
your employee time clock.
Settings Menu
Use the Settings menu to customize your payroll, overtime, punch, device, and alert
preferences. Before running any reports, set your preferences as described in

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Chapter 2: Setting Your Time Clock Preferences.
Help Menu
The Help menu gives you quick access to the Help Center and to view the About Your Clock
page for your time clock.

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Chapter 2: Setting
Your Time Clock
Preferences
Before accurate reports can be generated and employee punch details are calculated
correctly, you must set your time clock rules and preferences:
✓Setup your pay period and overtime rules
✓Setup punch rounding and Employee Input options
✓Customize the PIN length and Alert Preferences
Setting Your Pay Preferences
You can access your Pay Preferences in one of two ways:
•Click Setup Your Pay Period in the Alert/Task list
•Select Preferences from the Settings menu.
Follow the instructions below to set your Pay Preferences.
1. Complete the Company Name field and, if
applicable, the Company Payroll ID field.
These will be used when emailing time
2. Select the applicable option from the Pay
Period Type drop-down menu:
•Weekly - Employees are paid once per week
•Bi-Weekly - Employees are paid every two
weeks

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•Semi-Monthly - Employees are paid twice per month
•Monthly - Employees are paid once per month
3. If you select the semi-monthly pay period, two additional date fields display that must
be completed.
•Type the first day of the month that your pay period begins in the Start Semi-Monthly
on field.
•Type the second day of the month that your pay period begins in the and on field.
4. Click in the Last Pay Start field to open the calendar and select the date that your
previous pay period started.
Tip: Use the << and >> arrows to select the year. Use the < and > arrows to select the month.
5. Click in the This Pay Start field to open the calendar and select the date that your
current pay period started.
6. Click in the Next Pay Start field to open the calendar and select the date that your
next pay period will start.
7. Type the time of day that your workday begins in the Day Start field. You only need to
modify this setting if your company has a 24-hour work schedule and needs to
accommodate overnight shifts; it is recommended that this setting remain at 12:00am.
8. Select the day of the week that your work week begins from the Week Start drop-
down menu. The company's weekly overtime calculations are based on this setting.
Setting Your Overtime Preferences
Your Overtime Preference settings are on the Pay tab under Payroll Preferences. The TotalPass
comes standard with two levels of daily and weekly overtime and consecutive day overtime.
Follow the instructions below to set your
Overtime Preferences.
1. To set daily overtime rules, type the
number of hours an employee must work
in one day before they receive overtime

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pay in the Day OT1 After and the Day OT2 After fields as required. If your company
does not pay daily overtime, type 99.
2. To set weekly overtime rules, type the number of hours an employee must work in one
week before they receive overtime pay in the Week OT1 After and the Week OT2
After fields as required. If your company does not pay weekly overtime, type 99.
Note: Overtime (OT1) is calculated at time-and-a-half (1.5) the rate of pay and double overtime (OT2) is
calculated at two times the rate of pay (2.0). With the Benefit Tracking Upgrade, these rates are
customizeable.
3. To set consecutive day overtime rules, change the Consecutive Day OT drop-down
menu to Yes. This option will pay OT1 and/or OT2 on the seventh consecutive day of
work, regardless of hours worked during the work week. This rule is most commonly
used by unions and in California. If your company does not pay consecutive day
overtime, change the Consecutive Day OT drop-down menu to No.
Note: Making a change to the overtime options prompts the time clock to restart. Doing so will make the
time clock unavailable until the clock fully reboots.
4. Click Submit to save your settings and return to the Home page.
Setting Your Punch Preferences
Select Settings | Preferences and click on the Punch tab. The Punch Preferences section
displays.
Note: The rounding rule selected affects all punches system wide. The original punch time remains
unchanged on the employee timecard. The punch(shift) hours round according to the rounding
rules set.
Follow the instructions below to set your Punch
Preferences.
1. Select the applicable rounding type from the
Rounding Type drop-down menu.
•None (No Rounding): Accumulates 100% of all time registered on the clock.
•15 Minute (7/8 Rounding): Rounds and calculates punches to the nearest quarter hour
(15 minutes). The split occurs in the middle of each quarter hour.
To illustrate: An In punch of 7 minutes 59 seconds rounds back

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An In punch of 8 minutes 00 seconds rounds forward
Example: An In punch of 7:52 am would calculate as 7:45 am.
An In punch of 7:53 am would calculate as 8:00 am.
•15 Minute Slant (10/5 In, 5/10 Out): Quarter hour rounding similar to above except the
break point occurs on the 5th minute or 10th minute depending on whether it is an In
punch or an Out punch.
To illustrate: An In punch of 4 minutes 59 seconds rounds back
An In punch of 5 minutes 00 seconds rounds forward
An Out punch of 9 minutes 59 seconds rounds back
An Out punch of 10 minutes 00 seconds rounds forward
Example: An In punch at 7:49 am would calculate as 7:45 am.
An In punch at 7:50 am would calculate as 8:00 am.
An Out punch at 4:49 pm would calculate as 4:45 p.m.
An Out punch at 4:50 pm would calculate as 5:00 p.m.
•10th Hour: Rather than rounding the punch hours, this selection calculates punches from
the tenth hour point and advances each six minutes.
To illustrate: An In punch from :00 minutes after the hour to :05 after the hour
rounds to the top of the hour (.0).
An In punch from :30 minutes after the hour to :35 minutes
after the hour rounds to .5.
Example: An In punch at 7:30 am would calculate at 7.5 am.
An Out punch at 4:05 pm would calculate as 4.0 pm.
2. The Automatic Punches become IN at field automatically makes the next punch an In
punch after a determined number of hours. This option is convenient if an employee
forgets to punch Out.
This option is only used when an employee entry method is set to Automatic. Refer to

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Chapter 3: Setting Up Your Employees
, for additional information.
3. Check the Flag edits on reports checkbox to flag manually edited punches on reports.
If checked, all edited punches are marked with E.
4. Type the number of minutes in Reject Like Punches within to reject the same type of
punch at the time clock, within the minutes specified. The second punch is ignored.
5. Click Submit to save your settings and return to the Home page.
Note: Making a change to the rounding options will prompt the time clock to restart. Doing so will make
the time clock unavailable until the clock fully reboots.
Setting Employee Input Preferences
Your time clock can allow an employee to enter data at the clock (Employee Inputs) on either
an In or Out punch. Employee Inputs are used to
track employee tips, piece counts, or job numbers.
This optional data will be recorded on the Timecards
and Timecards by Dept. Report.
Select Settings | Preferences and click on the Punch
tab. The Punch Preferences screen displays.
Follow the instructions below to set your Employee Input Preferences.
1. Enable Employee Inputs by selecting Enabled in the Track Employee Inputs drop-
down menu. Additional Employee Input options will display.
2. Enter a custom name for the Employee Input. Common names may be; Tips, Job #,
Piece Counts.
3. Select the Collection Type from the drop-down menu.
•Currency: used for collecting tips or other currency related data.
•Number: used for collecting any non-currency related numerical data such as piece
counts or job numbers.
4. To determine whether the employee will enter the data on the In punch or Out punch,
select the Collect On value from the drop-down menu.