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Inhaltsverzeichnis

Seite 1 - Time Guardian

Time Guardian Series Installation and User Guide

Seite 2 - Thank you…

1-2 Time Guardian Series – Introduction Features for Base Time Guardian Software (Expandable) • Multi-user with standard support of 1 concurrent us

Seite 3

5-10 Time Guardian Series – Employee Administration From this window, the user can choose to apply a specific setting by clicking on the box next

Seite 4

Time Guardian Series – Employee Administration 5-11 Scheduling – Global Apply If selected, the Scheduling window for the Global Apply Wizard (see th

Seite 5 - Table of Contents

5-12 Time Guardian Series – Employee Administration Note: See Advanced Labor/Rate Module, Example of Multiple Labor Levels for details about Labor

Seite 6

Time Guardian Series – Employee Administration 5-13 The Cost Rate window allows the user to specify and apply rate settings by clicking on the rad

Seite 7

5-14 Time Guardian Series – Employee Administration The Billable Rate window allows the user to specify and apply rate settings by clicking on the r

Seite 8

Time Guardian Series – Employee Administration 5-15 Note: This global apply function will only be available when Web Interface module is activate

Seite 9 - Chapter 1: Introduction

5-16 Time Guardian Series – Employee Administration Click on Yes to delete. The employee record will be removed from the list, including all histori

Seite 10

Time Guardian Series – Timecard Administration 6-1 Chapter 6: Timecard Administration Timecard Module Employee punches can be viewed, added, edited

Seite 11 - Setup Wizard

6-2 Time Guardian Series – Timecard Administration • To select Exceptions, highlight the desired Exceptions in the Available list and click on the

Seite 12 - E-Mail Support

Time Guardian Series – Timecard Administration 6-3 Punches Tab From the Timecard module double-click on an employee or highlight an employee on the

Seite 13 - Software Upgrades

Time Guardian Series – Introduction 1-3 Requirements • Windows 2000/XP/VISTA/Server 2000, 2003 and 2008, and Mac OS (support for MTX-15 terminal co

Seite 14

6-4 Time Guardian Series – Timecard Administration Note: If the Advanced Labor/Rate module is activated, the Timecard can show the Billable Rates

Seite 15 - Chapter 2: Installation

Time Guardian Series – Timecard Administration 6-5 Illustration of Bill Jackson timecard before overrides Illustration of Bill Jackson timecard a

Seite 16

6-6 Time Guardian Series – Timecard Administration 4. If desired, enter a information in the Comments/Reason field. Step 3 must be completed for th

Seite 17

Time Guardian Series – Timecard Administration 6-7 The Adjustments Tab in the Timecard grid consists of the following displayed columns: Totals

Seite 18

6-8 Time Guardian Series – Timecard Administration Icons/Commands The toolbar of the Timecard grid consists of the following: Activation of the f

Seite 19

Time Guardian Series – Timecard Administration 6-9 Grid Navigation Timecard grid navigation can be accomplished through the following keys and mouse

Seite 20

6-10 Time Guardian Series – Timecard Administration Hot Keys The table below lists hot keys for commands for the Timecard grid. Some may also used t

Seite 21

Time Guardian Series – Timecard Administration 6-11 Editing Punches To edit punches, double-click on the desired IN or OUT Punch field and enter th

Seite 22

6-12 Time Guardian Series – Timecard Administration Note: The Sch Auth columns will not appear on the timecard if there is no schedule. Author

Seite 23

Time Guardian Series – Timecard Administration 6-13 • When Add Punch is selected, the following is an example of the General Global Edit window:

Seite 24

1-4 Time Guardian Series – Introduction STEP 4: Schedule Setup [Optional Wizard Step] STEP 5: Pay Class Setup [Required• Overtime Authorization –

Seite 25 - Chapter 3: Setup Wizard

6-14 Time Guardian Series – Timecard Administration • Enter Adjustment Settings for; − Hours: enter amount of time (i.e., 08:00). − Pay Code: sel

Seite 26

Time Guardian Series – Timecard Administration 6-15 • To add an exception, highlight the desired exception in the Available list and click on the

Seite 27 - Using the Setup Wizard

6-16 Time Guardian Series – Timecard Administration • Click on the Next button, and the following is an example of the Pay Class Global Edit wind

Seite 28 - Define your Company profile:

Time Guardian Series – Timecard Administration 6-17 • Click on the Next button, and the following is an example of the Employees Global Edit wind

Seite 29

6-18 Time Guardian Series – Timecard Administration This page intentionally left blank.

Seite 30

Time Guardian Series – Communications 7-1 Chapter 7: Communications The Communications module is used to remotely communicate with terminals in set

Seite 31

7-2 Time Guardian Series – Communications To select specific MTX terminals within a location, double-click on the desired location row, and the fo

Seite 32

Time Guardian Series – Recalculate 8-1 Chapter 8: Recalculate The Recalculate module is used to recalculate employee hours for the selected Pay peri

Seite 33

8-2 Time Guardian Series – Recalculate To remove employees that belong to a particular Department/Labor Level, highlight the desired Department/Labo

Seite 34

Time Guardian Series – Output 9-1 Chapter 9: Output Group Reports Module Reports are the largest and most important output from the system. Below

Seite 35

Time Guardian Series – Introduction 1-5 Amano One-on-One Technical Support Options Toll Free support number is: 1(800) 253-9836. • The first 30 day

Seite 36

9-2 Time Guardian Series – Output The following is a list of the additional reports available when optional modules are activated (equivalent to Tim

Seite 37

Time Guardian Series – Output 9-3 3. In the Name field, enter a name for the report [required field]. 4. Enter in a brief description of the rep

Seite 38

9-4 Time Guardian Series – Output 9. For Presence Report: Check the following options to include them on the report: • On Premise • Out • Absent

Seite 39

Time Guardian Series – Output 9-5 18. If Date Range was chosen as the Date Selection, you must enter the From Date and Until Date using the Calendar

Seite 40

9-6 Time Guardian Series – Output 6. Placing a check in the Totals column will total each of the sorting criteria selected. 7. Placing a check in

Seite 41

Time Guardian Series – Output 9-7 • To add a Pay Code to the report, highlight the desired Pay Code in the Available list and click on the Add butt

Seite 42 - Overtime Rules

9-8 Time Guardian Series – Output • To add a department/labor level to the report, highlight the desired department/labor level in the Available li

Seite 43

Time Guardian Series – Output 9-9 • To add an employee to the report, highlight the desired employee in the Available list and click on the Add but

Seite 44

9-10 Time Guardian Series – Output Employee Report As seen in the following example, the Employee Report provides a list of employees, including

Seite 45

Time Guardian Series – Output 9-11 Schedule vs. Actual Report As seen in the following example, the Schedule vs. Actual Report provides a list of e

Seite 46

1-6 Time Guardian Series – Introduction This page intentionally left blank.

Seite 47 - Rounding Rules

9-12 Time Guardian Series – Output Historical Hours Report This report displays all of the historical data of an employee for a defined length of ti

Seite 48

Time Guardian Series – Output 9-13 Unauthorized Hours Report This report displays employee list with date and hors that are not authorized to go to

Seite 49 - Meal Rules

9-14 Time Guardian Series – Output Presence Report As seen in the following example, the Presence Report provides a list of employees currently punc

Seite 50

Time Guardian Series – Output 9-15 Tips Report As seen in the following example, the Tips Report provides a complete and detailed account of employe

Seite 51

9-16 Time Guardian Series – Output Running a Report Profile To run a report from a Report Profile, select the desired Report Profile from the list i

Seite 52

Time Guardian Series – Output 9-17 2. To create a new Payroll Profile, click on the button, and the following Payrolls Profile window will appear

Seite 53

9-18 Time Guardian Series – Output See the following matrix tables for additional information on Specific Payroll Settings: QuickBooks Pro Examples

Seite 54

Time Guardian Series – Output 9-19 ADP For DOS Examples of export file fields for ADP for DOS are shown in the following matrix table:

Seite 55

9-20 Time Guardian Series – Output ADP PC Payroll For Windows Examples of export file fields for ADP PC Payroll for Windows are shown in the follow

Seite 56

Time Guardian Series – Output 9-21 CBS Payroll Examples of export file fields for CBS Payroll are shown in the following matrix table:

Seite 57

Time Guardian Series – Installation 2-1 Chapter 2: Installation There are five documents available to assist you in the setup and use of your Amano

Seite 58

9-22 Time Guardian Series – Output Ceridian Power Pay Examples of export file fields for Ceridian Power Pay are shown in the following matrix table

Seite 59

Time Guardian Series – Output 9-23 EasyPay Examples of export file fields for EasyPay are shown in the following matrix table:

Seite 60

9-24 Time Guardian Series – Output Excel Examples of export file fields for Excel are shown in the following matrix table:

Seite 61

Time Guardian Series – Output 9-25 Gevity HR Examples of export file fields for Gevity HR are shown in the following matrix table:

Seite 62

9-26 Time Guardian Series – Output Paychex Paylink Examples of export file fields for Paychex Paylink are shown in the following matrix table:

Seite 63

Time Guardian Series – Output 9-27 Paychex Preview Examples of export file fields for Paychex Preview are shown in the following matrix table:

Seite 64 - Employees Labor Level

9-28 Time Guardian Series – Output PayDay Examples of export file fields for PayDay are shown in the following matrix table:

Seite 65 - Employees Certification

Time Guardian Series – Output 9-29 PayWeb Examples of export file fields for PayWeb are shown in the following matrix table:

Seite 66 - Employees Benefit

9-30 Time Guardian Series – Output Peachtree Win Examples of export file fields for Peachtree Win are shown in the following matrix table:

Seite 67 - Employees Web Access

Time Guardian Series – Output 9-31 9. Click on the Date Range tab. The following is an example of the Date Range tab window: 10. In the Date Sel

Seite 68 - Employees Nexus220

2-2 Time Guardian Series – Installation Time & Attendance Software Installation The following discussion utilizes Time Guardian for screen illus

Seite 69 - Employees AmanoNet

9-32 Time Guardian Series – Output • To add all departments to the payroll file, click on the Add All button. • The departments in the payroll fil

Seite 70

Time Guardian Series – Output 9-33 Note: An error message may appear if the Payroll interface cannot be created. Please check the Payroll Setting

Seite 71

9-34 Time Guardian Series – Output Step 2. Select Utilities  Export  Timer Lists and the following screen will appear: Step 3. Enter the na

Seite 72

Time Guardian Series – Output 9-35 Step 4. Click Save button and if successful a message will appear; “Your data has been exported successfully”. A

Seite 73

9-36 Time Guardian Series – Output Step 5. Enter the version number of the QuickBooks package you are using. This information can be obtained fr

Seite 74

Time Guardian Series – Output 9-37 Time Guardian Pay Codes QuickBooks Payroll Field ID REG Regular Pay HOL Holiday Pay Step 10. From the Time &am

Seite 75

9-38 Time Guardian Series – Output Step 11. Save the Payroll Settings you just created and then select the Run Payroll icon to generate the payrol

Seite 76

Time Guardian Series – Output 9-39 Step 15. From QuickBooks view the imported employee information, create paychecks if desired, and/or submit for

Seite 77

9-40 Time Guardian Series – Output Part B – Employee Exchange Step 1. From Setup Wizard in Step7: Employee Setup, check the box to Sync Employee(s

Seite 78

Time Guardian Series – Output 9-41 Step 3. From the File menu in the Time & Attendance software, select “Synchronize Employee(s) with Payroll”.

Seite 79

Time Guardian Series – Installation 2-3 5. The Choose Install Set screen will appear. Select one of the following options: • Standalone: Install

Seite 80

9-42 Time Guardian Series – Output Step 6. When the Confirm to Proceed message appears;  click Yes. Step 7. When the Access Confirmation messa

Seite 81

Time Guardian Series – Output 9-43 Part C – Payroll Export Step 1. Click on the Specific Payroll Settings button to perform Pay Code mapping. Quic

Seite 82

9-44 Time Guardian Series – Output Step 4. To filter/add employees for Payroll, click on the Employee tab, select the employee, and click on the

Seite 83 - Chapter 4: Daily Use

Time Guardian Series – Output 9-45 The synchronization will be performed depending on what was selected for the method of synchronization in the Wiz

Seite 84 - Title Bar

9-46 Time Guardian Series – Output 3. In the Name field, enter a name for the Import profile. 4. Enter a brief description of the Import profil

Seite 85 - Edit Menu

Time Guardian Series – Output 9-47 b. Text Qualifier: Select a Text Qualifier from the dropdown list. The choices are: None, Single Quote, or Doubl

Seite 86 - Help Menu

9-48 Time Guardian Series – Output The contents of your import file will be displayed line by line in the File Contents window. This area allows y

Seite 87 - Tree View

Time Guardian Series – Output 9-49 Creating an Export Profile 1. Click on the Export module within the Output group in the Tree View. 2. Click

Seite 88 - Timecard Colors

9-50 Time Guardian Series – Output Auto Process Module The Auto Process module provides a way to schedule time and attendance processes such as re

Seite 89 - Holiday Formulas

Time Guardian Series – Output 9-51 6. For Process Type choose from; Report, Communications, Import, Export, or Synchronize Access Control. Note:

Seite 90

2-4 Time Guardian Series – Installation Note: Amano recommends not8. The Choose Database Option screen will appear. Select either Firebird SQL o

Seite 91 - Adding Employees

9-52 Time Guardian Series – Output a. Operation: Select Poll, Set Time, or Download, When Download is selected, the Poll before option will be enab

Seite 92 - General Tab

Time Guardian Series – Output 9-53 Enter the following: a. Every: Enter the number of days that the process will run. For example, if you want to r

Seite 93

9-54 Time Guardian Series – Output Enter the following: a. Day: Enter the day of the month. b. Month(s): Enter the number of months that the pro

Seite 94 - Contact Tab

Time Guardian Series – Advanced Pay Class Module 10-1 Chapter 10: Advanced Pay Class Module Introduction to Advanced Pay Class Module Pay Class co

Seite 95 - Assignments Tab

10-2 Time Guardian Series – Advanced Pay Class Module Using the Advanced Pay Class Module Holidays The Holiday Group of the Pay Class Module allows

Seite 96 - Schedule Tab

Time Guardian Series – Advanced Pay Class Module 10-3 6. Using the Pay Code dropdown list, assign the Pay Code that will be awarded for that holida

Seite 97 - Wages Tab

10-4 Time Guardian Series – Advanced Pay Class Module 3. If you want the employee to be awarded holiday hours for working on a Holiday, place a c

Seite 98 - AmanoNet Tab

Time Guardian Series – Advanced Pay Class Module 10-5 7. If the eligibility requirement chosen requires hours, enter the number of hours in the Hou

Seite 99 - Global Apply

10-6 Time Guardian Series – Advanced Pay Class Module • Must work next and previous scheduled day: To be awarded holiday hours, the employee must w

Seite 100 - Assignments – Global Apply

Time Guardian Series – Advanced Pay Class Module 10-7 To add a Holiday to the group, highlight the desired Holiday in the Available list and click

Seite 101 - Labor Level – Global Apply

Time Guardian Series – Installation 2-5 10. The Pre-Installation Summary screen will appear. Please review the displayed information on the screen

Seite 102 - Cost Rate – Global Apply

10-8 Time Guardian Series – Advanced Pay Class Module 3. Using the drop down list, select for the Shift Auto Punch Out based on; none, Schedule E

Seite 103 - Billable Rate – Global Apply

Time Guardian Series – Advanced Pay Class Module 10-9 8. Enter the time (in 24 hour format) that your business day ends in the Time field. 9. Ent

Seite 104 - Web Access – Global Apply

10-10 Time Guardian Series – Advanced Pay Class Module If Shift Requirement is: AND: Punches P1 through P6 qualify. OR: Punches P1 through P4 qual

Seite 105 - Deleting Employees

Time Guardian Series – Advanced Pay Class Module 10-11 14. When you have finished, click on the button to save your settings. The Pay Class will a

Seite 106 - Editing Employees

10-12 Time Guardian Series – Advanced Pay Class Module 2. Click on the Add button, and the Pay Codes window will appear. 3. In the Name field

Seite 107 - Timecard Module

Time Guardian Series – Advanced Overtime Module 11-1 Chapter 11: Advanced Overtime Module Advanced Overtime Module Introduction Overtime is the tim

Seite 108

11-2 Time Guardian Series – Advanced Overtime Module • Shift Rules − Exception Template − Shift Overtime Template − Outside Shift Overtime Templ

Seite 109 - Punches Tab

Time Guardian Series – Advanced Overtime Module 11-3 2. If you want the Pay Rate to be time and a half for overtime, check the Pay Time and a ha

Seite 110 - Overrides Tab

11-4 Time Guardian Series – Advanced Overtime Module 3. For Weekly Overtime, select the Weekly Overtime template and the Reset date in the fields p

Seite 111 - Adjustments Tab

Time Guardian Series – Advanced Overtime Module 11-5 Execution of Priority The list is calculated in order as they occur provided that the word “Con

Seite 112

Thank you… For purchasing another fine product from Amano Cincinnati, Inc. This User Guide covers the following Amano Time Guardian Series software;

Seite 113

2-6 Time Guardian Series – Installation 13. At this point, the general install is complete and the installation utility will scan your PC for Ado

Seite 114 - Icons/Commands

11-6 Time Guardian Series – Advanced Overtime Module Shift Overtime Overtime is the time an employee works that extends beyond a certain level o

Seite 115 - Grid Navigation

Time Guardian Series – Advanced Overtime Module 11-7 3. Enter a name for the Shift Overtime rule in the name field. 4. Enter a description of th

Seite 116 - Adding Punches

11-8 Time Guardian Series – Advanced Overtime Module 8. In the Count table, check the Pay codes in each column that you want to be combined to ac

Seite 117

Time Guardian Series – Advanced Overtime Module 11-9 3. Enter a name for the Outside Shift Overtime rule in the name field [required field]. 4.

Seite 118 - Global Timecard Edit

11-10 Time Guardian Series – Advanced Overtime Module 9. In the Count table, check the Pay Codes in each column that you want to be combined to a

Seite 119

Time Guardian Series – Advanced Overtime Module 11-11 13. In the Count table, check the Pay Codes in each column that you want to be combined to a

Seite 120

11-12 Time Guardian Series – Advanced Overtime Module To create a Daily Overtime template: 1. Click on the Daily Overtime node within the Daily Rul

Seite 121

Time Guardian Series – Advanced Overtime Module 11-13 6. In the Level tab, select the day of the week that this overtime rule will apply to, using

Seite 122

11-14 Time Guardian Series – Advanced Overtime Module To create a Period Overtime template: 1. Click on the Period Overtime node within the Shift

Seite 123

Time Guardian Series – Advanced Overtime Module 11-15 3. Enter a name for the Period Overtime template in the name field [required field]. 4. Ente

Seite 124

Time Guardian Series – Installation 2-7 16. Click on the Next button to start the InstallShield for QuickBooks FC or Cancel if you are not using Q

Seite 125 - Chapter 7: Communications

11-16 Time Guardian Series – Advanced Overtime Module Note: The (4) buttons at the top right of the Level tab allow you to Select (or De-select) al

Seite 126

Time Guardian Series – Advanced Overtime Module 11-17 3. Enter a name for the weekly OT template in the name field [required field]. 4. Enter a

Seite 127 - Chapter 8: Recalculate

11-18 Time Guardian Series – Advanced Overtime Module Note: If you wish to duplicate the Weekly Overtime properties from the General, Level, and/or

Seite 128

Time Guardian Series – Advanced Overtime Module 11-19 2. Enter a name for the overtime template in the name field [required field]. 3. Enter a d

Seite 129 - Chapter 9: Output Group

11-20 Time Guardian Series – Advanced Overtime Module 8. In the Count table, check the Pay Codes in each column that you want to be combined to ach

Seite 130 - Creating a Report Profile

Time Guardian Series – Advanced Overtime Module 11-21 3. Enter a name for the Range Overtime template in the Name field. 4. Enter a description o

Seite 131

11-22 Time Guardian Series – Advanced Overtime Module save your setting and close the dialog box and return to the Settings tab of the Range Overtim

Seite 132

Time Guardian Series – Advanced Overtime Module 11-23 9. From the Settings tab within Range Overtime module screen, click on the Browse button wit

Seite 133

11-24 Time Guardian Series – Advanced Overtime Module Note: You can select all the Pay Codes in a given column by clicking on the column heading. Y

Seite 134

Time Guardian Series – Advanced Schedule Module 12-1 Chapter 12: Advanced Schedule Module Advanced Schedule Module Introduction This module is used

Seite 135

2-8 Time Guardian Series – Installation 19. Click on the Next button to start the InstallShield Wizard for QuickBooks Remote Data Sharing Client and

Seite 136

12-2 Time Guardian Series – Advanced Schedule Module Using the Advanced Schedule Module An employee’s schedule is made up of template schedules and

Seite 137 - Audit Report

Time Guardian Series – Advanced Schedule Module 12-3 3. In the Grace Before schedule start field, enter the amount of time before a schedule that a

Seite 138 - Schedule Posting Report

12-4 Time Guardian Series – Advanced Schedule Module 2. Click on the button, and the Template Schedules window will appear. 3. Enter a name

Seite 139 - Exceptions Report

Time Guardian Series – Advanced Schedule Module 12-5 2. Click on the button, and the Auto Schedules window will appear. 3. Enter a name fo

Seite 140 - Hours Summary Report

12-6 Time Guardian Series – Advanced Schedule Module To Create a Schedule: 1. Click on the Schedule module within the Setup group in the Tree View

Seite 141 - Labor Analysis Report

Time Guardian Series – Advanced Schedule Module 12-7 Schedule Timeline A schedule timeline can be displayed by selecting a schedule from the schedul

Seite 142 - Presence Report

12-8 Time Guardian Series – Advanced Schedule Module 2. Click on the button, and the Schedule Coverage window will appear. 3. Enter a name

Seite 143 - DeAccrual History Report

Time Guardian Series – Advanced Schedule Module 12-9 6. Enter the Day Interval (hours of the day interval) in HH:MM format. 7. Enter the Coverage

Seite 144 - Creating a Payroll Profile

12-10 Time Guardian Series – Advanced Schedule Module • To include employees from a given Labor Level in the report, highlight the desired Labor

Seite 145

Time Guardian Series – Advanced Schedule Module 12-11 Employees can be simultaneously filtered in both the “Available” and Selected” lists in ascend

Seite 146

Time Guardian Series – Installation 2-9 Note – If the Activation error dialog appears, e.g., the Activation Code/Serial Number is incorrect, or

Seite 147

12-12 Time Guardian Series – Advanced Schedule Module Make your selection and click OK to print the Coverage Report. To close the report, on the

Seite 148

Time Guardian Series – Advanced Schedule Module 12-13 3. Enter a name for the schedule profile in the Name field [required field]. 4. Enter a br

Seite 149

12-14 Time Guardian Series – Advanced Schedule Module • Until: Enabled when Date Range is selected as the Date Selection. Enter the date that the D

Seite 150

Time Guardian Series – Advanced Schedule Module 12-15 • To select a labor category, highlight the desired labor category in the Available list an

Seite 151

12-16 Time Guardian Series – Advanced Schedule Module • To remove all selected employees, click on the l button. 9. When you have finished, click

Seite 152

Time Guardian Series – Advanced Schedule Module 12-17 To create a custom schedule from the Template Schedule, click on the button and select the f

Seite 153

12-18 Time Guardian Series – Advanced Schedule Module To add a labor category, select the desired categories from any one of the Labor Level field

Seite 154

Time Guardian Series – Advanced Schedule Module 12-19 To add an additional Individual Schedule to particular day: 1. Select the desired cell in t

Seite 155

12-20 Time Guardian Series – Advanced Schedule Module New The New command from the submenu enables you to create a custom Advanced Schedule. Se

Seite 156

Time Guardian Series – Advanced Schedule Module 12-21 When you have finished, click on the click on the button. • Labor: Select the labor catego

Seite 157

2-10 Time Guardian Series – Installation 23. After the Time & Attendance Software has been installed, activated and registered , the Setup Wiza

Seite 158

12-22 Time Guardian Series – Advanced Schedule Module To enter the hours for the schedule, double click on the Hours field and enter the desired

Seite 159

Time Guardian Series – Advanced Schedule Module 12-23 3. Enter a name for the Schedule Rotation Template in the Name field [required field]. 4.

Seite 160 - Generating the Payroll File

12-24 Time Guardian Series – Advanced Schedule Module 7. Schedules and Labor Levels are assigned to each day of the rotation by any one of the fo

Seite 161 - Part B – Employee Exchange

Time Guardian Series – Advanced Schedule Module 12-25 Manual: To add a schedule manually: a. Double click on the desired cell in the rotation, and

Seite 162

12-26 Time Guardian Series – Advanced Schedule Module remove a labor category, select the desired category in the Selected window and click on the D

Seite 163 - Part C – Payroll Export

Time Guardian Series – Advanced Schedule Module 12-27 Note: In Setup . Company . Settings the Tracking Type must be set to Import Balances for Be

Seite 164

12-28 Time Guardian Series – Advanced Schedule Module • Text Qualifier: Select a Text Qualifier from the dropdown list. The choices are: None, Sing

Seite 165

Time Guardian Series – Advanced Schedule Module 12-29 The contents of your import file will be displayed line by line in the File Contents window.

Seite 166

12-30 Time Guardian Series – Advanced Schedule Module Reports are generated from Report Profiles, which are created in the Reports module of the Ou

Seite 167 - QuickBooks Auto Integration

Time Guardian Series – Advanced Schedule Module 12-31 Exceptions Exceptions are used to track deviations in an employee’s time and attendance from

Seite 168

Time Guardian Series – Setup Wizard 3-1 Chapter 3: Setup Wizard It is recommended that you utilize the Quick-Start Guide and/or reference this Inst

Seite 169

12-32 Time Guardian Series – Advanced Schedule Module 3. Enter a name for the Exception set in the name field. 4. Enter a description of the Exc

Seite 170

Time Guardian Series – Advanced Meal Module 13-1 Chapter 13: Advanced Meal Module Advanced Meal Module Introduction The activation of the Advanced

Seite 171

13-2 Time Guardian Series – Advanced Meal Module Note: If the advanced meal module is not active, the meal template will be grayed out but the exc

Seite 172

Time Guardian Series – Advanced Meal Module 13-3 2. Click on the button, and the Meal Templates window will appear. 3. Enter a name for the M

Seite 173 - Creating an Import Profile

13-4 Time Guardian Series – Advanced Meal Module 11. Click on the button to add more breaks, or click on the button to remove a break. 12. Click

Seite 174

Time Guardian Series – Advanced Meal Module 13-5 Flexible Meal Template A flexible meal is a meal that can be taken at any time of the day. There ar

Seite 175

13-6 Time Guardian Series – Advanced Meal Module 9. Select the Break size based on Default Size or Shift Break Size. For breaks based on default

Seite 176 - Export Module

Time Guardian Series – Advanced Meal Module 13-7 To enter the Number of breaks based on shift length click on the Add button. A row will appear. E

Seite 177 - Creating an Export Profile

13-8 Time Guardian Series – Advanced Meal Module a. In the Threshold field, enter the amount of time (HH:MM) that will be used in the determination

Seite 178 - Auto Process Module

Time Guardian Series – Advanced Meal Module 13-9 To create a Flexible Sequence Meal Template: 1. Click on the Meal Templates node within the Shift

Seite 179

3-2 Time Guardian Series – Setup Wizard Button Description Button Description Run Schedule Coverage report in the Schedule module or view assign

Seite 180

13-10 Time Guardian Series – Advanced Meal Module For breaks based on Shift break size, click on the button, and the following Define Breaks windo

Seite 181

Time Guardian Series – Advanced Meal Module 13-11 b. Set the conditions if the time taken for the break is either less or more than the threshold i

Seite 182

13-12 Time Guardian Series – Advanced Meal Module 15. Assign sequence of Meal Template types. To create a Flexible Window Meal Template: 1. Clic

Seite 183

Time Guardian Series – Advanced Meal Module 13-13 For breaks based on default size, enter the number of breaks and the default break size in the f

Seite 184 - Holidays

13-14 Time Guardian Series – Advanced Meal Module b. Set the conditions if the time taken for the break is either less or more than the threshold i

Seite 185 - Creating a Holiday Group

Time Guardian Series – Advanced Meal Module 13-15 • Penalty: Select this box to apply the penalty. This applies when an employee is not able to tak

Seite 186

13-16 Time Guardian Series – Advanced Meal Module 3. In the Meal Credit box, select how the unused meal time will be credited to using the dropdown

Seite 187

Time Guardian Series – Advanced Rounding Module 14-1 Chapter 14: Advanced Rounding Module Advanced Rounding Module Introduction Rounding is the act

Seite 188

14-2 Time Guardian Series – Advanced Rounding Module Software Feature Software Configuration Location Advanced Pay Class Main Application Tree V

Seite 189 - Creating a Pay Class

Time Guardian Series – Advanced Rounding Module 14-3 • Point: The numeric value used to determine when an employee’s punch would be moved forward t

Seite 190

Time Guardian Series – Setup Wizard 3-3 Highlighted Fields Yellow: Indicates that the field is required (data must be entered). Red: Indicates an er

Seite 191

14-4 Time Guardian Series – Advanced Rounding Module 3. Enter a name for the Rounding Template in the name field [required field]. 4. Enter a de

Seite 192

Time Guardian Series – Advanced Rounding Module 14-5 Grace Rounding In grace rounding, a window of time is setup around the start and end times of a

Seite 193 - Pay Codes

14-6 Time Guardian Series – Advanced Rounding Module In the First In/Last Out tab, there are (4) Units and (4) Points used to determine rounding.

Seite 194

Time Guardian Series – Advanced Rounding Module 14-7 All IN/OUT If First IN/Last OUT is selected in the General tab, all punches that occur betwe

Seite 195

14-8 Time Guardian Series – Advanced Rounding Module Transfer Rounding Transfer rounding is used on punches that are designated as transfer punch

Seite 196

Time Guardian Series – Advanced Rounding Module 14-9 Example: Interval/punch pair rounding occurs on multiple punches in a day. The first interval

Seite 197

14-10 Time Guardian Series – Advanced Rounding Module Break/Meal Rounding Break/Meal is used on punches that are designated as break or meal punc

Seite 198

Time Guardian Series – Advanced Rounding Module 14-11 08:00 AM05:00 PMSchedule08:10 AM11:02 AM12:08 PM03:09 PM 04:10 PMThese punches areconsider bre

Seite 199

14-12 Time Guardian Series – Advanced Rounding Module This page intentionally left blank.

Seite 200 - Shift Overtime

Time Guardian Series – Advanced Labor/Rate Module 15-1 Chapter 15: Advanced Labor/Rate Module Advanced Labor/Rate Module Introduction The Advanced

Seite 201

3-4 Time Guardian Series – Setup Wizard Amano recommends that you have the appropriate information before you begin the Setup Wizard. Should you ne

Seite 202 - Outside Shift Overtime

15-2 Time Guardian Series – Advanced Labor/Rate Module Example of Multiple Labor Levels: An employee is scheduled to work from 9:00 AM to 6:00 PM. F

Seite 203

Time Guardian Series – Advanced Labor/Rate Module 15-3 The Labor Names window for the selected Labor Level will appear as shown in the following exa

Seite 204

15-4 Time Guardian Series – Advanced Labor/Rate Module Click on the button to save your settings and return to the Labor Levels window. After you

Seite 205 - Daily Overtime

Time Guardian Series – Advanced Labor/Rate Module 15-5 For Use Rate Template check the box: Select the desired Rate Template from the list in t

Seite 206

15-6 Time Guardian Series – Advanced Labor/Rate Module Click on the button to enter an effective date for the increase and enter in a percentage

Seite 207 - Period Overtime

Time Guardian Series – Advanced Labor/Rate Module 15-7 4. Click on the Standard tab. 5. Select either Cost Rate or Billable Rate Order in the

Seite 208

15-8 Time Guardian Series – Advanced Labor/Rate Module 8. Select either Cost Rate or Billable Rate Order in the Type field. 9. To add a selection,

Seite 209

Time Guardian Series – Advanced Labor/Rate Module 15-9 3. Using the dropdown lists provided, select the employee or the Labor Level subcategory you

Seite 210 - Weekly Overtime

15-10 Time Guardian Series – Advanced Labor/Rate Module 6. Enter a rate in the Rate field. 7. Repeat Steps #3 thru #6 to add additional Rates

Seite 211

Time Guardian Series – Advanced Labor/Rate Module 15-11 10. Click on the button in the Date field to enter the effective date for the rate increas

Seite 212 - Consecutive Overtime

Time Guardian Series – Setup Wizard 3-5 Note: The Company Name is the minimum requirement in this step to complete this portion of the Setup Wizard

Seite 213

15-12 Time Guardian Series – Advanced Labor/Rate Module 3. Using the dropdown lists, provided, select the employee or the Labor Level subcategory

Seite 214 - Range Overtime

Time Guardian Series – Advanced Labor/Rate Module 15-13 5. Click on the button in the Date field to enter the date that the rate will be in effec

Seite 215

15-14 Time Guardian Series – Advanced Labor/Rate Module 3. Enter a number for the Rate Template in the Number field [required field]. 4. Enter a

Seite 216

Time Guardian Series – Advanced Labor/Rate Module 15-15 8. Enter a rate in the Rate field. 9. Repeat Steps #5 thru #7 to add additional Rates t

Seite 217

15-16 Time Guardian Series – Advanced Labor/Rate Module Example Showing:

Seite 218

Time Guardian Series – Advanced Labor/Rate Module 15-17 Example Showing:

Seite 219

15-18 Time Guardian Series – Advanced Labor/Rate Module Example Showing:

Seite 220 - Pay Class Schedule

Time Guardian Series – Advanced Labor/Rate Module 15-19 Example Showing:

Seite 221 - Template Schedules

15-20 Time Guardian Series – Advanced Labor/Rate Module Example Showing:

Seite 222 - Auto Schedules

Time Guardian Series – Access Control Module 16-1 Chapter 16: Access Control Module Access Control Module Introduction When the Amano Nexus 220 or

Seite 224

3-6 Time Guardian Series – Setup Wizard 10. Benefit Tracking Type only enabled when the Benefit Time module is activated11. From the Company screen,

Seite 225 - Schedule Coverage

16-2 Time Guardian Series – Access Control Module Using Access Control Module Nexus 220 Integration Wizard Setup for Nexus 220 The following parag

Seite 226

Time Guardian Series – Access Control Module 16-3 Enter the following for Tag(s): • TAG Code: The number of the tag or badge you wish to use. Use

Seite 227

16-4 Time Guardian Series – Access Control Module Configuring Nexus 220 The following paragraphs detail the steps involved in integrating data betw

Seite 228

Time Guardian Series – Access Control Module 16-5 1. Synchronize Departments on Time & Attendance software with Nexus 220. In this process, Dep

Seite 229

16-6 Time Guardian Series – Access Control Module • The Nexus 220 Tag holder that has a transaction must have a corresponding Time & Attendance

Seite 230 - Individual Schedule

Time Guardian Series – Access Control Module 16-7 The AmanoNet tab will be active if you selected to integrate Access Control and selected AmanoNet

Seite 231

16-8 Time Guardian Series – Access Control Module Note: For Tag 1 the Badge number (Tag Code) is disabled as it is Read only, but it is enabled in

Seite 232

Time Guardian Series – Access Control Module 16-9 • Select AmanoNet 7.6 for the Access Control type. • Select Firebird or MSSQL as the Database ty

Seite 233

16-10 Time Guardian Series – Access Control Module AmanoNet Tag holder to Time & Attendance Employee: The following criteria must be met to impo

Seite 234

Time Guardian Series – Access Control Module 16-11 Requirements / Relationship Matrix for Amano Time & Attendance software and AmanoNet 7.6:

Seite 235

Time Guardian Series – Setup Wizard 3-7 From the General tab on the Access Control window: 1. Select the Access Control Type from the drop down men

Seite 236

16-12 Time Guardian Series – Access Control Module This page intentionally left blank.

Seite 237 - Assigning Advanced Schedules

Time Guardian Series – Web Interface Module 17-1 Chapter 17: Web Interface Module Web Interface Module Introduction Time Guardian Pro comes standar

Seite 238

17-2 Time Guardian Series – Web Interface Module Step 3. Find “Apache Tomcat 6” and select it. Then double-click on it to display properties. Ste

Seite 239 - Edit User Defined

Time Guardian Series – Web Interface Module 17-3 − View Previous Punches − View Time Sheet − Make Adjustments − Reset Password − Run Schedule P

Seite 240 - Schedule Rotation

17-4 Time Guardian Series – Web Interface Module 3. Enter Username. For employees this is his or her badge number. For supervisors this is the user

Seite 241

Time Guardian Series – Web Interface Module 17-5 Template Schedules (Web) A template schedule is a schedule that an employee has for a particular da

Seite 242

17-6 Time Guardian Series – Web Interface Module 3. Enter a name for the template schedule in the Name field. 4. In the Type field, select either

Seite 243

Time Guardian Series – Web Interface Module 17-7 3. Enter a name for the auto schedule in the Name field (suggest typing auto in the beginning of

Seite 244 - Creating a Import Profile

17-8 Time Guardian Series – Web Interface Module 2. Click on the button, and the following Schedule window will appear: 3. Enter a name for

Seite 245

Time Guardian Series – Web Interface Module 17-9 Schedule Rotation (Web) A Schedule Rotation is used to setup repeating schedule patterns. For exam

Seite 246

3-8 Time Guardian Series – Setup Wizard Note: The Apply and Close button function is universal for all Setup Wizard steps. 1. Select Yes to send

Seite 247 - Reports About Scheduling

17-10 Time Guardian Series – Web Interface Module Using the dropdown lists, select the Month and Year. Click on the desired day in the pop-up cale

Seite 248

Time Guardian Series – Web Interface Module 17-11 c. Select desired Labor Level subcategory from the Labor References dropdown list, or click on th

Seite 249 - Exceptions

17-12 Time Guardian Series – Web Interface Module Removing an Assigned Schedule Assigned schedules are removed from days in the rotation pattern by

Seite 250

Time Guardian Series – Web Interface Module 17-13 Punches Tab (Web) 1. Click on the Punches tab to view and/or edit an employee’s punches in the T

Seite 251

17-14 Time Guardian Series – Web Interface Module Column Name Field Description Location (OUT Punch) Location name for OUT Punch Terminal (OUT Pun

Seite 252 - Fixed Meal Template

Time Guardian Series – Web Interface Module 17-15 Adjustments Tab (Web) This function allows Timecard adjustments to be made to Labor Levels, Zon

Seite 253

17-16 Time Guardian Series – Web Interface Module The Adjustments Tab in the Timecard grid consists of the following columns that have to be display

Seite 254

Time Guardian Series – Web Interface Module 17-17 employee Timecard override, click on the Overrides tab, then click on the Hours cell in the grid f

Seite 255 - Flexible Meal Template

17-18 Time Guardian Series – Web Interface Module Employee Timecard Navigation (Web) Use the employee dropdown list to quickly navigate between empl

Seite 256

Time Guardian Series – Web Interface Module 17-19 Note: See Advanced Labor/Rate Module, Example of Multiple Labor Levels for details about Labor

Seite 257

Time Guardian Series – Setup Wizard 3-9 Create a new Department and enter the required unique number [yellow field] and Department name [yellow f

Seite 258

17-20 Time Guardian Series – Web Interface Module Button Command Description Benefit Balances Will display the benefit balances for the selected

Seite 259

Time Guardian Series – Web Interface Module 17-21 • Width: Width of the Column. To change the width of the desired Column, enter in a number. • Sh

Seite 260

17-22 Time Guardian Series – Web Interface Module Exception Colors Menu Selection (Web) The Exception Colors submenu is used to change the colors

Seite 261

Time Guardian Series – Web Interface Module 17-23 Note: Web safe selection in the Color Palette, means these colors are guaranteed to be the same i

Seite 262

17-24 Time Guardian Series – Web Interface Module To restore the default color settings of the listed items, click on the button. To save new sett

Seite 263

Time Guardian Series – Web Interface Module 17-25 Adding, Editing and Deleting Employee Tips Adding Employee Tips (Web) To add an employee tip, cli

Seite 264

17-26 Time Guardian Series – Web Interface Module Overtime Authorization If overtime authorization was selected in the Overtime Authorization tab o

Seite 265 - Break Credit

Time Guardian Series – Zone Differential Module 18-1 Chapter 18: Zone Differential Module Zone Differential (Premium Rules) Module Introduction The

Seite 266

18-2 Time Guardian Series – Zone Differential Module Additional filtering in ascending order can be accomplished by entering characters in a case se

Seite 267

Time Guardian Series – Zone Differential Module 18-3 Qualification Rules Qualification Rules are rules that govern whether an employee can be award

Seite 268

3-10 Time Guardian Series – Setup Wizard 1. The Name field is pre-defined for the Pay Code and can be changed (6 character maximum allowed). Howe

Seite 269 - Point always moves

18-4 Time Guardian Series – Zone Differential Module Condition: Select one of the following options: For Type set to All Schedule, Single Schedule a

Seite 270

Time Guardian Series – Zone Differential Module 18-5 Value and Value Type: Enter in the amount of hours or dollars in the Value column and select Ho

Seite 271 - First IN/Last OUT

18-6 Time Guardian Series – Zone Differential Module 4. Enter a name for the rule in the Name field. 5. Enter a description of the rule in the D

Seite 272

Time Guardian Series – Zone Differential Module 18-7 Type: Select one of the following options when source is set to: • Value and Hour Multiplier:

Seite 273 - Open Schedule

18-8 Time Guardian Series – Zone Differential Module Creating a Zone Differential 1. Click on the Zone Differential node within the Daily Rules mod

Seite 274 - Hour Rounding

Time Guardian Series – Zone Differential Module 18-9 • Day: The day that the Zone Differential will begin. For Schedule Start and First IN Punch th

Seite 275

18-10 Time Guardian Series – Zone Differential Module To add a Zone Award to the Qualification, select the desired Zone Award from the Available l

Seite 276 - Break/Meal Rounding

Time Guardian Series – Payroll Interface Module 19-1 Chapter 19: Payroll Interface Module Payroll Interface Module Introduction The Amano Time &

Seite 277 - Schedule

19-2 Time Guardian Series – Payroll Interface Module Default Payroll Interfaces Optional Payroll Interfaces 28. Paycor 29. PayMaxx 30. PayPlus 31.

Seite 278

Time Guardian Series – Events Notification Module 20-1 Chapter 20: Events Notification Module Events Notification Module Introduction Traditionally

Seite 279

Time Guardian Series – Setup Wizard 3-11 The following table lists all of the Pay Codes with their predefined fixed and selectable parameters. If

Seite 280

20-2 Time Guardian Series – Events Notification Module Step 2. Click on “Services” and the following type of “Service” screen which lists currently

Seite 281

Time Guardian Series – Events Notification Module 20-3 The Time Guardian Series software sections affected and/or features added from the activation

Seite 282

20-4 Time Guardian Series – Events Notification Module Note: Due to the complexity of the configuration of the Events Notification Module, Amano re

Seite 283

Time Guardian Series – Events Notification Module 20-5 To add a condition, click on the Add button and enter the following: • Pay Code: Select A

Seite 284 - Rate Setup

20-6 Time Guardian Series – Events Notification Module The Employee filter is deeper as it acts upon the previous filter from the Pay Code Thresho

Seite 285

Time Guardian Series – Events Notification Module 20-7 12. From the IM profile screen, click on the E-Mail tab. This tab enables you to define e-ma

Seite 286 - Combined Cost Rates

20-8 Time Guardian Series – Events Notification Module 2. Select English, then click continue. 3. Change the Domain to the server's IP Addr

Seite 287

Time Guardian Series – Events Notification Module 20-9 5. The Administrator Account screen will appear. Enter the following: • Current Passwor

Seite 288

20-10 Time Guardian Series – Events Notification Module 7. The Jive Messenger Screen will appear. Click on Stop and the Start to restart the Jive s

Seite 289 - Combined Billable Rates

Time Guardian Series – Events Notification Module 20-11 2. Click on the button in the lower left hand corner, and select Profile| Edit Account fr

Seite 290

3-12 Time Guardian Series – Setup Wizard If the “Counts Towards Attendance” box is not selected, the Absence flag will not be removed even though

Seite 291 - Rate Templates

20-12 Time Guardian Series – Events Notification Module 7. In the Data source Settings screen, select Embedded Database and click Continue.

Seite 292

Time Guardian Series – Benefit Time Module 21-1 Chapter 21: Benefit Time Module Benefit Time Module Introduction The benefit time Module provides d

Seite 293 - Weighted Average Rate of Pay

21-2 Time Guardian Series – Benefit Time Module Note: If Import Balances has been selected from Setup  Company Settings for Benefit Tracking Type

Seite 294

Time Guardian Series – User/Group Module 22-1 Chapter 22: User/Group Module User/Group Module Introduction This optional module allows the creation

Seite 295

22-2 Time Guardian Series – User/Group Module The following table is a list of Time and Attendance Modules controlled by User/Group Access Auto Pro

Seite 296

Time Guardian Series – User/Group Module 22-3 Note: The Administrator and Support Groups are default groups and cannot be deleted. User Groups ca

Seite 297

22-4 Time Guardian Series – User/Group Module By default, all modules are selected for each new group and will appear in the Selected List. When a

Seite 298

Time Guardian Series – User/Group Module 22-5 2. In the General tab, enter the name of the individual or account you are adding in the Name field

Seite 299

22-6 Time Guardian Series – User/Group Module • Must change password on next login: The user will be prompted to enter a new password for this acco

Seite 300 - Nexus 220 Integration

Time Guardian Series – User/Group Module 22-7 To remove an employee from the Payroll, highlight the desired employee in the Selected list and click

Seite 301

Time Guardian Series – Setup Wizard 3-13 10. After completing the entry/selection of Pay Code information return to the Step 3: Pay Code Setup. Doe

Seite 302 - Configuring Nexus 220

22-8 Time Guardian Series – User/Group Module Additionally, labor categories can be filtered in the “Available” or “Selected” lists by entering addi

Seite 303

Time Guardian Series – Nexus Lite Module 23-1 Chapter 23: Nexus Lite Module There are five documents available to assist you in the setup and use o

Seite 304 - AmanoNet

23-2 Time Guardian Series – Nexus Lite Module Nexus Lite Management (NLM) Software Installation The following discussion utilizes the Nexus Lite Man

Seite 305

Time Guardian Series – Nexus Lite Module 23-3 5. The Choose Install Set screen will appear. Select one of the following options: • Standalone: I

Seite 306 - Configuring AmanoNet 7.6

23-4 Time Guardian Series – Nexus Lite Module Note: Amano recommends not installing the NLM software inside the “Program Files” folder. 8. The C

Seite 307

Time Guardian Series – Nexus Lite Module 23-5 11. The Installing screen will appear. The status bar on the bottom of the screen will display the i

Seite 308

23-6 Time Guardian Series – Nexus Lite Module 15. Click on the Done button to finish the initial Nexus Lite Management (NLM) software installation a

Seite 309

Time Guardian Series – Nexus Lite Module 23-7 18. After the Nexus Lite Management Software has been installed, activated and registered, the Setup W

Seite 310

23-8 Time Guardian Series – Nexus Lite Module Amano recommends that you have the appropriate information before you begin the Setup Wizard. Shoul

Seite 311

Time Guardian Series – Nexus Lite Module 23-9 Define your Company profile: From Step 1: General Setup press the Company button to define the company

Seite 312

3-14 Time Guardian Series – Setup Wizard A formula is entered in the Date Definition and Condition tables to generate the holiday (see next chapter

Seite 313 - Login (Web)

23-10 Time Guardian Series – Nexus Lite Module Step 2: Employee Setup (NLM) [Required Step] Do you want to import employee(s) information from a

Seite 314 - Schedule (Web)

Time Guardian Series – Nexus Lite Module 23-11 3. Enter the name and path of the Nexus Lite backup import file in the File Name field, or click on

Seite 315 - Template Schedules (Web)

23-12 Time Guardian Series – Nexus Lite Module 4. When the Doors screen pops up select the doors you want to assign to this Schedule. Nexus Lite co

Seite 316 - Auto Schedules (Web)

Time Guardian Series – Nexus Lite Module 23-13 Note: Use the inactive field to remove an employee from having access, but still leave the employ

Seite 317 - Creating A Schedule (Web)

23-14 Time Guardian Series – Nexus Lite Module Employees Contact Use Contact tab as a Human Resources function to record employee contact informatio

Seite 318

Time Guardian Series – Nexus Lite Module 23-15 Employees Access The Access tab allows the user when signed into the Nexus Lite Management (NLM) soft

Seite 319 - Schedule Rotation (Web)

23-16 Time Guardian Series – Nexus Lite Module If you wish to assign another tag for the employee, click on the Tag 2, thru Tag 3 buttons and follow

Seite 320

Time Guardian Series – Nexus Lite Module 23-17 1. Create a new Terminal Validation and enter a Name for the Terminal Validation setting [yellow r

Seite 321

23-18 Time Guardian Series – Nexus Lite Module This filter is deeper as you can use the Employee tab to sort the employee list using; Number, Badge,

Seite 322 - Timecard Grid (Web)

Time Guardian Series – Nexus Lite Module 23-19 4. In the TZ (Time Zone) Offset fields, select the time zone difference (if applicable) between the

Seite 323 - Punches Tab (Web)

Time Guardian Series – Setup Wizard 3-15 Do you want to create schedules for your employees? Click Yes and press the Schedule button to define at le

Seite 324 - Individual Schedule (Web)

23-20 Time Guardian Series – Nexus Lite Module Note: Using the “Select Terminals” button is important because it also captures the last 8 letters o

Seite 325 - Adjustments Tab (Web)

Time Guardian Series – Nexus Lite Module 23-21 20. The Options tab is grayed out and not used. 21. The Labor Button tab is grayed out and not used.

Seite 326 - Overrides Tab (Web)

23-22 Time Guardian Series – Nexus Lite Module To create a User account: 1. In the General tab, enter the name of the individual or account you a

Seite 327

Time Guardian Series – Nexus Lite Module 23-23 Please make a note of your name (user) and password and keep in a safe place: 6. Set the password ex

Seite 328 - Totals (Web)

23-24 Time Guardian Series – Nexus Lite Module To remove an employee from the Users, highlight the desired employee in the Selected list and click o

Seite 329 - Icons/Commands (Web)

Time Guardian Series – Nexus Lite Module 23-25 Nexus Lite devices have a feature where it broadcasts transactions (door access) via User Datagram Pr

Seite 330 - Preferences (Web)

23-26 Time Guardian Series – Nexus Lite Module Connect to Nexus Lite using a Web browser. The Nexus Lite must not be already logged into. To rea

Seite 331

Time Guardian Series – Nexus Lite Module 23-27 Reports are the largest and most important output from the NLM software and the following is a list

Seite 332

23-28 Time Guardian Series – Nexus Lite Module 3. In the Name field, enter a name for the report [required field]. 4. Enter in a brief descripti

Seite 333

Time Guardian Series – Nexus Lite Module 23-29 11. In the Title field, enter the title that you want to appear on the report. If no title is enter

Seite 335 - Schedule Override

3-16 Time Guardian Series – Setup Wizard Note: Step 5: Pay Class Setup only performs basic Pay Class setup. If you are configuring Amano Time &

Seite 336 - Overtime Authorization

23-30 Time Guardian Series – Nexus Lite Module 18. Placing a check in the Ascending column will list each of sorting criteria selected in ascending

Seite 337

Time Guardian Series – Nexus Lite Module 23-31 Running a Report Profile (NLM) To run a report from a Report Profile, select the desired Report Profi

Seite 338 - Zone Codes

23-32 Time Guardian Series – Nexus Lite Module Upgrading to Time Attendance The Nexus Lite Management setup wizard creates a user with the Access pr

Seite 339 - Qualification Rules

Time Guardian Series – Glossary G-1 Glossary 100 of hours Displays hours in the software in decimal format. Example: 8 hours, 15 minutes will be di

Seite 340

G-2 Time Guardian Series – Glossary Before Midnight The Day Change Time set in the software occurs on or before midnight. Example: a Day Change Time

Seite 341 - Zone Award

Time Guardian Series – Glossary G-3 Daily Rounding Used to round an employee’s recorded punches based on a defined Unit and Point in the Pay Policy.

Seite 342

G-4 Time Guardian Series – Glossary Early Out (EO) An exception used to identify early OUT punches for an employee. Example Simulation A tool that

Seite 343

Time Guardian Series – Glossary G-5 Hours Grid Displays a complete history of employee activity for a given date range. Hours Worked Report Displa

Seite 344 - Creating a Zone Differential

G-6 Time Guardian Series – Glossary Memory Dump A command sent to the terminal that will erase all data currently stored in its memory. Military T

Seite 345

Time Guardian Series – Glossary G-7 Pay Policy The rules used to calculate employee hours. Pay Codes Used to allocate employees’ worked and non-wor

Seite 346

Time Guardian Series – Setup Wizard 3-17 Day Change Settings should only be changed if employees are scheduled to start work after 02:00 AM and you

Seite 347

G-8 Time Guardian Series – Glossary Profile Used throughout the software to indicate a summary of information. Refresh Data Located under the “File

Seite 348

Time Guardian Series – Glossary G-9 Sick The Pay Code used for employee illness. Short Meal (SM) An exception used to identify a short meal. SS#

Seite 349

G-10 Time Guardian Series – Glossary Type of Employee Used to indicate how employee hours will be displayed in the Time and Attendance software. The

Seite 351

AMX-406700 Rev6 Copyright © 2011 Amano Cincinnati, Inc. 6/11 www.amano.com/time

Seite 352 - Creating an IM Profile

3-18 Time Guardian Series – Setup Wizard In the example, even though two of the punches (2:30 AM and 4:00 AM) occur after day change time, they are

Seite 353

Time Guardian Series – Setup Wizard 3-19 3. Select authorization if the company schedules the employees. By default the following options are unche

Seite 354

3-20 Time Guardian Series – Setup Wizard Daily Overtime is the time an employee works that extends beyond a certain level of time set by the company

Seite 355 - Configuring the IM Server

Time Guardian Series – Setup Wizard 3-21 Note: This selection will be disabled if you selected that your company does not pay for Holidays (see Step

Seite 356

3-22 Time Guardian Series – Setup Wizard 13. Click the Apply Weekend Overtime rules box, enter the Saturday & Sunday hour amount to work befor

Seite 357

Time Guardian Series – Setup Wizard 3-23 Up to two levels of overtime can be set for Consecutive Day Overtime calculations. Each level consists of t

Seite 358 - First Time Setup

3-24 Time Guardian Series – Setup Wizard The Time & Attendance software allows you to apply the defined Unit and Point to individual punches (Pu

Seite 359

Time Guardian Series – Setup Wizard 3-25 3 Unit 6 Unit 15 Unit 30 Unit 00:16 00:16 00:16 00:16 00:17 00:17 00:17 00:17 00:18 (Next Unit Sta

Seite 360

Time Guardian Series – Table of Contents i Table of Contents Table of Contents ...

Seite 361 - Benefit Tab

3-26 Time Guardian Series – Setup Wizard Once a meal deduction is defined, you have the option of whether the employee will punch out during the mea

Seite 362

Time Guardian Series – Setup Wizard 3-27 * Note: In the following example, the Hours to work before a meal = 3:00 hours, and the meal window length

Seite 363

3-28 Time Guardian Series – Setup Wizard Holidays 1. From the Pay Class screen, click on the Holidays tab and the Pay Class Holidays screen will

Seite 364 - Using the User/Group Module

Time Guardian Series – Setup Wizard 3-29 2. After completing the entry/selection of information for Step 5: Pay Class Setup, click on the Next but

Seite 365

3-30 Time Guardian Series – Setup Wizard These 9 standard exceptions are: You may choose to track all, some, or none of these exceptions. The ta

Seite 366 - User Accounts

Time Guardian Series – Setup Wizard 3-31 Do you want to import employees from Access Control? Answer Yes to this question if you want to use this b

Seite 367

3-32 Time Guardian Series – Setup Wizard Do you want to import employee information from specific file? Answer Yes to this question if you want to u

Seite 368

Time Guardian Series – Setup Wizard 3-33 • Delimiter: Select a Delimiter from the dropdown list. The Delimiter is the character, which separates

Seite 369

3-34 Time Guardian Series – Setup Wizard • Badge Number: Select how the Badge Number will be defined. The choices are: As it is, Same as Employee N

Seite 370

Time Guardian Series – Setup Wizard 3-35 on the Add All button. The field(s) will then be displayed in the Selected list. Add additional fields unti

Seite 371

ii Time Guardian Series – Table of Contents Table of Contents Export Module ...

Seite 372

3-36 Time Guardian Series – Setup Wizard By default, all employees are selected. You can filter out employees by selecting: • To add an employee

Seite 373

Time Guardian Series – Setup Wizard 3-37 Employees General When using an MTX-15 terminal, the Time & Attendance software provides you with tw

Seite 374

3-38 Time Guardian Series – Setup Wizard Select from the dropdown the Management Type of; Access Control & Time Attendance, Time Attendance, or

Seite 375

Time Guardian Series – Setup Wizard 3-39 Employees Contact Use this tab as a Human Resources function to record employee contact information (see fi

Seite 376

3-40 Time Guardian Series – Setup Wizard Employees Schedule Use this tab to schedule employees. Assign employees to: Schedule: Assigns a Schedule

Seite 377 - Using the NLM Setup Wizard

Time Guardian Series – Setup Wizard 3-41 Employees Certification From the Employees screen, click on the Certification tab and the following type of

Seite 378

3-42 Time Guardian Series – Setup Wizard To update a Certification, highlight the desired item in the list. The selected Certification will appear i

Seite 379

Time Guardian Series – Setup Wizard 3-43 To adjust the benefit time for an employee, click on the Add button (Setup > Company > Settings Track

Seite 380

3-44 Time Guardian Series – Setup Wizard Employees Wages Use this tab as to create, increase (%), and/or delete wage rates (cost) for employees.

Seite 381

Time Guardian Series – Setup Wizard 3-45 Employees AmanoNet This is part of an optional Access Control Module which requires activation to utilize.

Seite 382 - Employees General

Time Guardian Series – Table of Contents iii Table of Contents Chapter 20: Events Notification Module ...

Seite 383 - Employees Personal

3-46 Time Guardian Series – Setup Wizard If No, the connected terminals will have to be polled manually using the Communications menu in the Time &a

Seite 384 - Employees Assignments

Time Guardian Series – Setup Wizard 3-47 • To add a Labor Level (department) category to the filter for Terminal Validation, highlight the desired

Seite 385 - Employees Access

3-48 Time Guardian Series – Setup Wizard 6. To filter/add employees for the Terminal Validation setting, click on the button. The Employee Filt

Seite 386

Time Guardian Series – Setup Wizard 3-49 Special Note: Selecting Holidays will only work with HandPunches (all HandPunch models). A Bell schedule

Seite 387

3-50 Time Guardian Series – Setup Wizard Before a Location can be created, a Bell Schedule and Terminal Validation must be set. You must create a

Seite 388

Time Guardian Series – Setup Wizard 3-51 • End Time: The time of the day of the End Date that the DLS period will end. Press the Reset button to Re

Seite 389

3-52 Time Guardian Series – Setup Wizard The Ethernet and directly connected terminals in this location will appear in the Terminals list (see fig

Seite 390

Time Guardian Series – Setup Wizard 3-53 17. If you wish to assign a Terminal Validation setting to the terminal, select one from the dropdown list

Seite 391

3-54 Time Guardian Series – Setup Wizard To configure for an HP 1000, 2000, 3000, or 4000 Terminal set the following: Reject Threshold: The sensit

Seite 392

Time Guardian Series – Setup Wizard 3-55 Step 9: Login Setup Wizard [Required] Please create your personal login The Login Setup allows you to cr

Seite 393

iv Time Guardian Series – Table of Contents Table of Contents This page intentionally left blank.

Seite 394 - Network Module (NLM)

3-56 Time Guardian Series – Setup Wizard Payroll – No access to Setup Wizard from the Edit menu. Only access to Employee, Timecard, Communications,

Seite 395 - Communications Module (NLM)

Time Guardian Series – Setup Wizard 3-57 7. Click on the Employees tab to filter employees. 8. To filter/add employees for the Users, click on

Seite 396 - Reports Module (NLM)

3-58 Time Guardian Series – Setup Wizard 9. Click on the Department and/or Labor Level tab(s) [only active if “Advanced Labor Filter” is selected].

Seite 397

Time Guardian Series – How To Use 4-1 Chapter 4: Daily Use Initial Startup When the installation, software activation/registration, and Setup Wiza

Seite 398

4-2 Time Guardian Series – How To Use Note: The software will always open to the tree view in the last module opened. If necessary, simply click o

Seite 399

Time Guardian Series – How To Use 4-3 Menu Bar The Menu Bar contains three (3) drop-down menus [File, Edit, and Help], each with submenus to provid

Seite 400

4-4 Time Guardian Series – How To Use • Setup Wizard: Provides the ability to edit setup of the software such as adding additional employees and ch

Seite 401

Time Guardian Series – How To Use 4-5 capacities. This will also display what Time & Attendance modules are activated with a green checkmark. •

Seite 402 - Upgrading to Time Attendance

4-6 Time Guardian Series – How To Use Table View The Table View displays the currently selected (highlighted) module in the Tree View. The items l

Seite 403 - Glossary

Time Guardian Series – How To Use 4-7 Holiday Formulas Individual Holidays can be created in the Holiday window by selecting the Setup Wizard fro

Seite 404

Time Guardian Series – Introduction 1-1 Chapter 1: Introduction Welcome to Amano Time & Attendance Software Suite Welcome to Time Guardian, Tim

Seite 405

4-8 Time Guardian Series – How To Use This page intentionally left blank.

Seite 406

Time Guardian Series – Employee Administration 5-1 Chapter 5: Employee Administration Employees can be administered by selecting the Employees modul

Seite 407

5-2 Time Guardian Series – Employee Administration • Enter the employee information in the fields of each tab. Fields highlighted in yellow are req

Seite 408

Time Guardian Series – Employee Administration 5-3 Supervisor: Check this box if this employee manages any other employee. This will allow the emplo

Seite 409

5-4 Time Guardian Series – Employee Administration Personal Tab From the Employees screen, click on the Personal tab and the following type of scre

Seite 410

Time Guardian Series – Employee Administration 5-5 Assignments Tab From the Employees screen, click on the Assignments tab and the following type o

Seite 411

5-6 Time Guardian Series – Employee Administration From the Employee Filter screen, click on the Employee tab to show Available and Selected lists o

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Time Guardian Series – Employee Administration 5-7 When using a Lock-in Schedule at the terminal you can define the grace time allowed before schedu

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5-8 Time Guardian Series – Employee Administration To assign a Cost and/or Billable Rate, click on the Add button and a row will appear in the Rat

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Time Guardian Series – Employee Administration 5-9 Global Apply 1. To globally assign settings to a group of employees, highlight the desired empl

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