Table of Contents Chapter 1: Getting Familiar with Your Time Clock ...................9 Everything you need to get your time clock up and running: ....................9 System Requirements ....................................10 Features ..........................................10 Available TotalPass Upgrades ................................11 Connection / Setup ......................................11 Logging In ..........................................11 Support and Troubleshooting ................................11 Integration with Payroll ....................................11 Register your Time Clock ..................................12...
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Time Remaining Before Overtime ..............................25 Adding Employees ......................................26 Employee Information ....................................26 Employee Settings ....................................26 Entry Method ......................................... 27 Lunch Time Deduction .................................... 27 Web Punch Time Clock Settings ............................... 28 Create Payroll Export File..................................28 Accrual Settings ......................................28 Non-Work Hours and Benefit Time (Vacation, Sick, Personal) ..................29 Customizing Benefit Accrual Rules ..............................29 Using Accrued Benefit Hours (Vacation, Sick, Personal) .....................29...
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Adding a Punch........................................38 Adding Non-Work Hours (Holiday and Non-Worked) ........................38 Editing a Punch ........................................39 Using Batch Edits.......................................39 Viewing Additional Reporting Details ..............................40 Using the Attendance Report ..................................41 Using the Timecard Report ..................................41 Using the Individual Timecard Report ..............................42 Using the Department Report ...................................42 Using the Timecards By Department Report ...........................43 Create Custom Reports ....................................43...
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Updating Your Time Clock from the Software Interface ......................58 Updating Your Time Clock Using a USB Flash Drive ......................58 Auto-Update ........................................58 Resetting Your Time Clock Passwords ..............................60 Changing Your Time Clock Software Interface Password ....................60 Resetting the Software Interface Password ..........................60 Resetting the Supervisor Mode Security Code ..........................60 Chapter 10: Time Clock Terminal Supervisor Mode ..................61 Log Into Supervisor Mode .....................................
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Connecting Using the Software Interface ............................ 67 Ethernet Connection ....................................67 Chapter 12: Benefit Tracking and Email Alerts ..................... 68 Benefit Tracking .........................................68 Benefit Tracking and Accruals ................................68 Enhanced Overtime Preferences ..............................68 Revision Zones......................................68 Enhanced Overtime Preferences ..............................68 Non-Worked Hours and Benefit Time (Vacation, Sick, Personal) ..................68 Customizing Benefit Accrual Rules ..............................69 Accrual Summary Report ....................................70 Revision Zones ........................................70...
Chapter 1: Getting Familiar with Your Time Clock Everything you need to get your time clock up and running: Connecting your time clock and logging in for the first time How to get help Navigating through the software Welcome Thank you for choosing IconTime.
Export option used for viewing time clock data in Excel or importing into other third-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 the appropriate link below. • QuickBooks –...
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. For instructions on setting up emplloyees, refer to “Chapter 3: Setting Up Your Employees”. For instruction on configuring departments and additional time clock supervisors, refer to “Chapter 5: Department and Supervisors”.
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: Set up your pay period and overtime rules Setup punch rounding and Employee Input options Set up Alert Preferences Setting Your Pay Preferences There are two ways to access your Pay Preferences:...
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.
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 Benefit Tracking, these rates can be customized. 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.
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 time card. The punch(shift) hours round according to the rounding rules set.
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 a.m.
• 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. • 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.
• Select the default time frame to view the Attendance Report screen from the Default Attendance Report To drop-down menu. • Select the default time frame to view the Timecards Report screen from the Default Timecard Report To drop-down menu. • Type the number of minutes to refresh the alerts on the Home page in the Refresh Home Page Every field.
that don’t have an available SMTP Server. To use this service, you must have a Gmail account. An SMTP server works like a postal assistant, handling the sending of emails from an email client to an email server. It receives outgoing mail messages from users and routes them to the intended mail recipients. Outgoing Email Settings (SMTP SERVER) • To assign your SMTP server settings, go to Device Preferences by clicking Settings | Preferences | Device find Email/Backup Preferences.
Common SMTP Server Settings Refer to the list below to find the most common SMTP Servers and their configuration settings. If your Internet Service Provider (ISP) is not on the list below, contact your ISP or Network Administrator for configuration instructions. Outlook/Live/Hotmail SMTP Server Address: smtp.live.com:587...
Setting Your Alert Preferences • Select Settings | Preferences and click on the Alert tab to setup the alert notices displayed on the Home page. The Home page updates based on your time setting for the Check Alerts Every field described below. • Type the least amount of hours an employee can work per shift in the Alert Low Hours at field.
Creating Custom Fields TotalPass offers 10 additional fields for tracking static information in Custom Fields. In addition, Timecard Reports can be filtered based on the Custom Field values assigned to an employee with Labor Distribution Reports. Examples: • Location • Account • Part-Time / Full-Time Status ADP Export: Use the Custom Field to track the employee’s ADP Payroll ID.
Chapter 3: Setting Up Your Employees After setting up your pay period and other preferences, set up the employees in the system. Adding employees Setting up automatic lunch deductions TotalPass P600 comes with a 25-employee limit and can be upgraded to handle up to 250 employees. Employee List A list of your employees and their ID numbers are in the Lists Menu under Employees.
This displays the Edit an Employee screen. Adding Employees There are two options for adding employees to the time clock, importing a list of Employee’s from a CSV file and adding each employee individually. To Import Employees from A CSV File, follow the instructions in the Importing Employees to Your Time Clock guide located at: www.icontime.com/images/docs/collateral/TotalPass_Employee_Import_Format.pdf To add your employees individually, select an employee or one of the available...
If you are assigning more than one department, specify the order that the departments will be displayed at the clock when the employee clocks In. For additional information on setting up departments, refer to Chapter 5: Departments and Supervisors. Active: All employees default to an active status. Deselect this checkbox to make the employee inactive and to hide their name from reports.
Create Payroll Export File At the end of the pay period, compile employee data and transmit to payroll for processing. The Payroll report option creates a payroll export file for the following platforms: • Paychex Flex • SurePayroll • Paychex Preview • Paycome...
Non-Work Hours and Benefit Time (Vacation, Sick, Personal) The Benefit Tracking and Accruals feature allows you to track and manage Vacation, Sick, and Personal Time benefits. Customizing Benefit Accrual Rules Benefit Tracking and Accruals allow you to automate maximum accrual amounts, yearly carryover, and borrowing benefits. Benefit balances are available for each day of an employee’s employment, letting you deliver real-time balances to managers and employees.
The available punch types are: • NonWorked – used for applying benefit hours other than the predefined categories below: o Holiday o Vacation o Sick o Personal • Click in the Start Date field and use the calendar to select the non-worked starting date. • Type the number of consecutive non-worked days to assign for the selected employee(s) in the Number of Days field.
Chapter 4: Clocking In and Out This section describes employee functionality at the clock including: How to clock In and Out with a PIN, proximity badge, or through a web browser Transfer to break Time Clock Keypad Functions Clock Display 2.
Keypad PIN Entry Enter the pre-assigned 4-digit PIN and press Enter. Proximity Badge Entry For instructions on assigning proximity badges to your employee(s) and for instructions on clocking In/ Out using proximity badges, refer to “Chapter 8: Alternate Employee Entry Options”.
• Enter the assigned PIN/badge number at the time clock or wave the proximity badge in front of the number pad, then press In. • Use the Up or Down key to select the applicable department. • Press Enter. • By pressing the Break/Department Transfer key, the employee can quickly transfer from one department to another. • If an employee needs to punch out of one department and into another department, enter the assigned PIN/badge number at the time clock or wave the proximity badge in front of the keypad, then press the Break/Department Transfer key.
Chapter 5: Department and Supervisors Track employees’ time by department Assign an employee to a supervisor with custom supervisor permissions Department The TotalPass P600 can track and report labor on a departmental level. Hours worked and labor costs are included in these reports. Overall the system supports up to 99 different departments and each employee can be assigned to one, multiple or all 99 departments.
Assigning/Changing Departments Each employee is automatically assigned to the first department in the list and must be assigned to at least one department. Follow the instructions below to assign a department(s) to an employee. • Select Lists | Employee. • Select an employee. On the Edit an Employee screen, locate the Departments table. • Select the department to assign to the employee, from the drop-down menu.
Chapter 6: Generating Reports Overview of the reporting options Adding and editing punches Entering Holiday and Non-work time Reports in your application are designed to be intuitive to read and edit.; this creates ease and simplicity when generating your reports on payroll day. Supervisors The TotalPass P600 allows for each supervisor to have their own separate time clock software login.
Select one of the available options: • Select All Employees to assign all employees to the supervisor. • Select Selected Employees to assign specific employees to the supervisor. Selecting this will display additional options allowing you to assign individual employees to the supervisor. • The Unassigned Employees column displays a list of available employees that are not currently assigned to the supervisor.
Adding a Punch From a report screen, click Add Punch. Perform the following when adding a punch: • Confirm or select the correct employee. • Select the punch type to add from the Type drop-down menu. o Automatic allows the time clock to select the appropriate punch type.
• Select the applicable punch type that you want to add from the Type drop-down menu. The available punch types are: • NonWorked – used for employees working off site or other benefit time. • Holiday • Click in the Start Date field and use the calendar to select the date when the non-work hours should begin.
• The Edit a Punch screen displays in a separate pop-up window. • Make the desired punch edit, then click Submit. • After editing all of the punches, click Refresh in the upper right of the report screen. The edited data displays on the report. Viewing Additional Reporting Details Customizing your reports and viewing additional details on a report is easy.
Refresh: Click this link to update the report with all recent punch changes. To generate the Accrual Summary Report, go to the Reports icon and select Accrual Summary from the drop-down menu. This report lists the total benefit accrual hours available and the hours used in real time, for each employee. Using the Attendance Report To view the Attendance Report, go to Reports | Attendance.
used for integration with third-party applications. Using the Individual Timecard Report The Individual Employee Timecard Report is used for reviewing and editing employee punches, one employee at a time. To view the Individual Employee Timecard Report, go to Reports | Individual Empl Timecards. To select an individual employee’s timecard, select the employee through the drop-down menu.
Using the Timecards By Department Report To view the Timecards by Department report, hover your cursor over Reports, and then click Timecards by Department. This report is designed to give you a report of each employee’s timecard, with hours grouped and totaled by department Create Custom Reports The application offers advanced report functionality, allowing you to filter reports by employees, dates, or by departments.
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Step 1: Set Up the Custom Field Title and Assignment Create a title for the custom field. Do this under Settings | Preferences | Custom Fields. Be sure to assign the field to the Employee page. In our example, we will title the field Status. Step 2: Assign the Custom Field Value to the Employee Go to Lists | Employees and find the employee(s) for which you would like to assign the custom field value.
Create Payroll Export File At the end of the pay period, compile employee data and transmit to payroll for processing. The Payroll report option creates a payroll export file for the following platforms: • Paychex Flex • Sure Payroll • Paychex Preview • Paycom...
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Paychex Preview Paycom Paylocity ADP Workforce Now QuickBooks Online • Press Submit. Note: You are notified if any employees do not have an assigned Payroll ID. The message and the option to view a list of these employees’ displays at the bottom of the Payroll report screen.
Configuring Payroll Navigate to Payroll | Configure Payroll Users will be able to configure payroll specific pay/earning codes. 2. This applies to Paylocity, ADP Worforce Now, and QuickBooks Online. QuickBooks Online Configuration QuickBooks configuration involves connecting to an online QuickBooks account and linking employees between QuickBooks and the time clock, or adding them from one application to the other if they are not yet listed.
Chapter 8: Alternate Employee Entry Options The TotalPass P400 offers various methods for employees to clock In/Out Keypad with pre-assigned PIN (included) Customized PIN 4-9 digits Proximity badge Web Punch Entry Using Proximity Badges Proximity badges use the latest in RFID proximity technology and allow employees to clock In/Out by simply waving the badge in front of the time clock keypad.
Using Web Punch Entry With the Web Punch upgrade, the TotalPass P600 Time Clock allows you to capture your employees’ time anytime, anywhere using a web browser from a device on the network (LAN, WAN) or internet. For employees or supervisors to access the time clock application remotely over the Internet, additional set up is required.
• Select the appropriate option (Punch In, Punch Out, or Department Change) to complete your punch. • If the employee has the ability to change departments, select the department. • Click Confirm. • After punching In or Out, the Web Punch screen lists the employee punch information. Week Hrs: Lists the total hours the employee worked for the week.
• Select Settings | Preferences and click the Device tab. • In the Global Authorized IP Address(es) field, enter the IP address(es) of the computer (or other web-enabled device) the employees are authorized to punch in/out on. • The authorized IP address can be listed in the following ways. • Any IP Address: Leave the field blank to allow employees to punch in/out from any IP address.
Chapter 9: Maintaining Your Time Clock Learn to maintain your time clock for optimal performance Learn to maintain your time clock for optimal performance Setting up scheduled automatic backups Backing up and restoring data to your time clock Removing punches from your system Resetting the time clock passwords Creating a Data Backup...
To set up automatic backups, refer to Email / Backup Preferences. Once that has been done, go to Files | Create Backup and try sending a test backup email by clicking Submit under Email Backup Now. If the backup is successfully sent, a notification will display. If you receive an error message, make all necessary changes to your SMTP preferences to resolve the errors and try sending the backup again.
Important: Restoring a backup file will OVERWRITE the current data on the clock. Create a CURRENT backup of your data before attempting to restore and view “historical” data. Restore a Time Clock Data Backup from the Software Interface • To restore a backup file, select Files | Restore Backup. • Type your password in the Current Password field.
Note: When selecting a date, any data prior to that date will no longer be available as part of your active database. • Click Cancel to go back to the time clock Home page. Updating Your Time Clock Occasionally, IconTime releases new updates for your employee time clock. These updates are provided for free and often include new features and improvements.
Resetting Your Time Clock Passwords Changing Your Time Clock Software Interface Password You can change the password by going to Settings | Change Password • Enter your current password in the Current Password field. • Type your new password in the New Password field. • Type your new password again in the Confirm New Password field.
Chapter 10: Time Clock Terminal Supervisor Mode Advanced Supervisor Mode Options Customize Network Settings Reset Software Admin Password Log Into Supervisor Mode • Enter into Supervisor Mode at your employee time clock terminal. Press on the time clock terminal. Enter your security code - the default security code is “00 00 00”.
• To erase all network settings and revert back to DHCP so that the router will assign the IP address, set the IP address to 000.000.000.000. View Networks Allows you to view wireless networks in range, connect to a wireless network, or switch to a different wireless network.
Restore Backup This option is used to restore data into your time clock. Refer to “Restore a Time Clock Data Backup from a USB Flash Drive”. Enable Upgrade This option is used to unlock additional upgrade features in your time clock. Refer to “Enabling Software Upgrades”.
Chapter 11: Connecting to the Clock Multiple connection options to access your time clock in no time: Easily connect to your wireless network over Wi-FI. For a fast and reliable connection, use the included Ethernet cable to connect the time clock to your Network. For simple access from one computer, connect using Direct Connect Ethernet or USB.
12. Write down the IP address. 13. Open a Web browser on your PC. Type the IP address in the Web browser URL bar, press Enter. 14. You should be directed to the time clock Login page. Connecting Using a WPS Button Enter into Supervisor Mode at your employee time clock terminal.
2. Find your Network in the list, using the up or down arrow, press Enter. 3. When prompted, enter the WPS PIN number using the keypad, press Enter. 4. When connected, a confirmation displays with the IP address. 5. Write down the IP address. 6.
Chapter 12: Benefit Tracking and Email Alerts Benefit Tracking For a one-time fee, the Benefit Tracking upgrade can help increase payroll efficiency and monitor labor costs. Employee licenses for this upgrade can be reassigned as needed and include the following features: Benefit Tracking and Accruals • Track and manage Vacation, Sick, and Personal Time benefits.
Customizing Benefit Accrual Rules Benefit Tracking and Accruals allow you to automate maximum accrual amounts, yearly carryover, and borrowing benefits. Benefit balances are available for each day of an employee’s employment, letting you deliver real-time information to managers and employees. Accrual rates and tracking are customized for each employee, which allows for maximum flexibility.
• The available punch types are: o NonWorked (used for applying benefit hours other than the predefined categories below.) o Holiday o Vacation o Sick o Personal • Click in the Start Date field and use the calendar to select the non-worked starting date. • Type the number of consecutive non-worked days to assign for the selected employee(s) in the Number of Days field.
Note: Making a change to the revision zones will prompt the time clock to restart. This will make the time clock unavailable until the clock fully reboots. Email Alerts The TotalPass P600 application allows payroll reports and system alerts to be automatically e-mailed to one or more supervisors.
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automatically sent to in the Email Backups To field. • Select how often you would like those backups emailed; never, daily, weekly, or monthly. Emails will be sent at 2:30 am. • Please refer to “Setting Up Scheduled Automatic Backups” to complete the setup process.
Common SMTP Server Settings Refer to the list below to find the most common SMTP Servers and their configuration settings. If your Internet Service Provider (ISP) is not on the list below, contact your ISP or Network Administrator for configuration instructions. Live/Outlook/Live/Hotmail SMTP Server Address: smtp.live.com:587...
Chapter 13: Software Upgrades Available upgrades that will allow your system to expand with your business Increase employee capacity Increase web punch capacity Software upgrades can be applied at any time. All software upgrade packs for your TotalPass system can be unlocked immediately by simply entering the software key provided.
Chapter 14: Multi-Clock Configuration Connect-up to 32 time clocks together, accessed through one software interface, through your local area network or over the Internet. Connecting the Child Clock(s) to the Parent Clock Additional multi-clock settings Updating the multi-clock system Clocking In/Out when the Child Clock is unable to connect to the Parent Clock In a multiple clock system, there are two types of clocks: • Parent Clock: The Parent Clock hosts the time clock software, settings, and punch...
• Press Enter. The time clock displays, This will remove all data, then Erase all Memory. • Press In to convert to a Child Clock. • Choose the method that your Child Clock will use to connect to the Parent Clock. o Connect via Broadcast: The Child Clock will connect to the Parent Clock by searching the network for a clock with the Parent Clock’s serial number.
• Select the Enabled check-box for the Child Clock. Press Submit. • The Child Clock displays “#” in the top-right corner of the terminal display indicating the Child Clock is communicating with the Parent Clock. • After a few minutes this will change to “+” indicating that the Child Clock is active and ready to use. Child Clock Connection Symbols Refer to the chart below for the meaning of the symbols found on the Child Clock display.
o Child Online sync delay - This option allows you to set a time interval (in seconds) for how often the Child Clock checks with the Parent Clock for any changes to employee, template, settings or punch data. This option is set to a 300 second (5 minutes) interval as default. o Child Offline sync delay - This option allows you to set a time interval (in seconds) to sync the Child Clock with the Parent Clock if the Child Clock or the Parent Clock loses connection with the network.
Chapter 15: Configure for Remote Access You can upgrade your time clock so you can connect to your time clock away from the office to enable: Working from home Multiple locations Employee remote punch Follow the instructions below to set your time clock up with remote access, using Port Forwarding. System Requirements • A Broadband Internet connection (Cable, DSL, T1, etc.) at the location of the clock.
For instructions on configuring your specific router, go to the website Note: www.portforward.com and select your router brand and model. Assign a Static IP Address to the Time Clock In order for Port Forwarding to work correctly, assign a static IP address to the time clock along with the subnet mask, gateway address and DNS address.
Examples: 192.168.1.1 and 192.168.0.1 Note: If you do not know your routers internal/local IP address, refer How To Find Your Routers IP Address guide. • Enter the router’s username and password. Below are some default router logins • Linksys Router – “admin” for both username and password • Netgear Router –...
Example: http://68.213.205.154 • If you are forwarding to port 9844, log onto the time clock using your external/public IP address followed by :9844. Example: http://68.213.205.154:9844 Remote Connection Frequently Asked Questions I have multiple locations, not connected over a Network (LAN). How do I connect a Child Clock to the Parent Clock at my main office? To connect the Child Clock to the Parent Clock remotely over the Internet, you must forward an additional port, Port 10923.
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• Make sure port forwarding has been setup correctly in the router. • Make sure that the correct external/public IP address is entered in the web browser. • Make sure another device on the network is not using the same IP address as the time clock. • Check the filter settings on the router to be sure that it is not interfering with the connection.
Warranty Information IconTime, INC., a Paychex Company Notice: The information contained in this document is subject to change without notice. IconTime MAKES NO WARRANTY OF ANY KIND WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
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This warranty gives you specific legal rights and you may also have other rights that vary from state to state. If a problem with your IconTime unit develops during the warranty period, contact IconTime SERVICE DIVISION, at the address below. There are no other express warranties except as listed above.
FCC Part 15 This equipment has been tested and found to comply with the requirements for a Class B digital device under Part 15 of the Federal Communications Commission (FCC) rules. These requirements are intended to provide reasonable protection against harmful interference in a residential installation.
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