TimePunch Client 2.4
Contents
1. Basic data Project1D The project has been completed successful C Short Desetption Billing data Project View Time Frame Hourly rate net Text Colour a C Project is Time Limited le Background E Begin 13 02 2014 End 13 02 2014 Currency Revision 63 Page 38 of 42 TIMEPUNCH CLIENT 2 4 Christmas and Sylvester Christmas and Sylvester are no official public holidays but most enterprises offer their employees a half day off Solution 1 Employees will work a half day at Christmas and Sylvester If this is the same for your enterprise you have to add such half public holidays for each user in order to correct the flexitime account 31 12 2013 Dr Stat midday stat v 31 12 2013 v End eveningend v Solution 2 Christmas and Sylvester treated as normal leave days f O Work time In this case Christmas and Sylvester can be 5 Fr added as a bank holiday within the holiday editor Accordingly to that the employees annual leave must be reduced by 2 days in order to reflect the additional holidays Edt Extras Help Name Calculation based on Validation 01 01 2014 New Years Day Official Holiday 20 01 2014 MARTIN LUTHER KING s DAY Weekday in Month 17 07 2014 President s Day Weekday in Month 26 05 2014 Memorial Day Weekday in Month 14 06 2014 Hag Day 04 07 2014 Independence Day 01 09 2014 Labor Day 13 10 2014 COLUMBUS DAY 11 11 2014 VETERAN S DAY Christmas Christ2. 4 Mon _ Suppot 08 00 1600 08 00 4e4 OD0DE 552 1600 Hor0212014 Mon Se 0800 eoo BOD 0000 55218008 1200272014 wed See o reo osoo 0000 55218008 08 00 80 00 1600 jene 4 0000 08 00 464 som asmone serene Revision 63 Page 19 of 42 TIMEPUNCH CLIENT 2 4 Project calculation For helping the project office we developed the report Project accounting and Project accounting per User Using this reports one can evaluate how many hours in total have been booked for a project File Edit View Reports Extras Help 7 fer a o Wd E x Ga gerhard Be oO lid 41 of 1b PL AAU H 25 Find Next Project accounting begin 03 02 2014 to 26 02 2014 Date 12 02 2014 Timeframe All Time Entries Since 03 02 2014 Unti 07 02 2014 Show all entries C Show only paid entries C Show only non paid entries Weekend Viewing V Show breaks y In order to show the complete project times the following settings need to be set up e The checkbox Selected Users may not be checked in order to query all users e The project to query must be selected e The Date Selection should be set to All Time Entries in order to get all project bookings that have been made so far Revision 63 Page 20 of 42 TIMEPUNCH CLIENT 2 4 Flexitime calculation At the following pages the flexitime calculation will be described Als
3. 9 02 2014 10 02 2014 11 02 2014 12 02 2014 13 02 2014 15 02 2014 16 02 2014 22 02 2014 23 02 2014 LIMUL L Mo Di Working time untiltoday 27 28 3 4 10 11 Remaining leave 3 4 5 6 7 8 9 C Heute 14 02 2014 Overtime untiltoday Summary of the current month Revision 63 i x fa Peter Vanderbild peter vanderbilg u Member selection 08 00h 08 00h Analyse Work time Overtime Leave Sickness Rules Work time at 14 02 2014 0 00 h Time worked in Februar 40 00 h Estimated work time at 14 02 2014 8 00 h Estimated work time in Februar 160 00 h Analyse window Page 7 of 42 TIMEPUNCH CLIENT 2 4 Staff member profile The staff member must be selected via the member selection drop down in TimePunch PRO After selecting the member a click to the staff symbol opens the staff member profile dialog Datel Bearbeiten Anzeige Berichte Extras Hilfe Fy La amp Ea S x a F E Le fl x arola Baumann timepunch car ae JE ERGE J at Datum Tag Fakturiert Projekt ID 01 12 2013 50 eal Yo l 7 mefunch Profil Bearbeiten Arbeitszet Pause Unaub Hauensteiner Allee Previous sick days Previous overtime Do you have additional vacation from before using TimePunch Yes that may be added to pret your yearly No No only have the followi ees ae 08 00 00 H Information The working time rules will be applied to the cu
4. The attendance time consists of the target hours and the minimum break time Setting the start and end time does not influence the flexitime calculation and is only needed for documentation purposes By setting the minimum break time one can define starting from the amount of working time if a break time will be enforced By setting the extended break time a longer break can be enforced if the recorded working time exceeds the defined working time Important The extended break is not a regular one and will therefore not counted to the target hours Revision 63 Attendance time defined yes no Start working time 08 00 00 08 00 00 08 00 00 End working time 16 00 00 16 00 00 16 00 00 Break time defined yes no What working time makes a break mandatory Break time What working time makes an extended break mandatory Edended Break time Page 11 of 42 TIMEPUNCH CLIENT 2 4 Employee Monthly Report It s recommended to create a monthly report for the previous month when the new month Starts This report can then be attached to the personal employee files and can be used as a proof of the working time flexitime and annual leave The report can be accessed by the menu Reports Monthly Report in TimePunch PRO Monthly Report for Carola Baumann 1 2014 14 02 2014 Username Carola Baumann Logon carola baumann Employment Employed Basic Data Country Deutschland Germany Baden W r
5. TimePunch TimePunch Client 2 4 User Manual TimePunch KG Wormser Str 37 68642 B rstadt v Ti mePunch TRACKING PROGRESS NOT ONLY HOURS Document Information Document Name User Manual TimePunch Client 2 4 Revision Number 62 Saved at 14 02 2014 Number of Pages 42 Publisher TimePunch KG Wormser Str 37 68642 B rstadt TimePunch KG Wormser Str 37 68642 B rstadt TIMEPUNCH CLIENT 2 4 ry fl A A oa bra E m LaF rum ra Inn an eo A DEE ANRI A CNET ATI IN CAREW UWE SCULLUULLLUD p s eA AJS A Tt h Ie v U 2 w E E wLa VE FOGG UION a E EAEE EE EEA ee 5 Installat ONss series 5 PROCU CCUNO six en RE 6 DVYEIVIEW ee 7 User INEA CE an ee ee een 7 Stair Member Pl Of Wes 5520246 0rsecessesneesebeswesuesesnsenglesnresauesseasetes even seesesesecesesesewesic 8 Employment and holiday Calculation cccccesceccceccesceccceccesceeccescescceccesceeces 9 Working time settings and annual holidays ccc cece cee cece cee ceeceeceeeceeceeeceeceees 9 Previous Overtime and remaining leave cece cece eee e cece cee eee ceeeeeeceeceeeeesceecees 10 Workine ime models sacs osaewce nies esecn dd eede BRAD BRUNS en 10 The working time model in detail ccc ec ce cece cceccesceeccescesceeccescesceescesceeces 11 Employee MONENILY IRE DONC s un a 12 Employee overview and displaying the current working time models ee00 13 Enter new time entries and edit existing ces ceeccec
6. Using the menu item Extras Edit projects all defined projects will be shown Inactive projects will be hidden by default but can be shown by deactivating the checkbox Only show active projects Only show active projects At this dialog new projects can be created and existing projects can be edited with a double click Basic data Project ID The project has been completed successfully C Billing data Project View Time Frame Hourly rate net Text Colour i C Project is Time Limited Currency Background Ce Begin 12 02 2014 VAT End 12 02 2014 Reserved Worktime h Project specific Tasks Access Rights User Specific Adjustments Predefined Tasks At this dialog project specific tasks can be created by using the add button Revision 63 Page 17 of 42 TIMEPUNCH CLIENT 2 4 Access rights and user specific adjustments In order to keep the project list for the single project member clean the access rights for projects can be handled at user level Basic data Project ID Working ti The project has been completed successfully Billing data Project Time Frame Hourly rate net BEE 11 Project is Time Limited Currency o Begin 12 02 2014 VAT 19 End 12 02 2014 Reserved Worktime h Project specfic Tasks Access Rights User Spectfic Adjustments Users that are entitled to book onto the project Restrict use to selected users Available Users ge Peter Vanderbild peter van
7. ccount for the first tiME cece cece cece cece ccc eeeceeceeceeeceeceees 27 HOW TOSenter annualleave anne 28 Take remaining leave into the UPCOMING YVEaP cee ccecceccceccecceeceecceeceeceeeceeees 29 REDOREING ae eisernen 30 Menu Reports Reporting Options essceosennennnennensennnennenseennennensnennenneen 30 REDOFEEXDOTE nee een en E E A EA 30 Permission Management ae ee ee 31 TIMER UNG PROMVCS eh nee 31 Assigning staff members tO a role cece cece cee cence nec eeceeeceeceeeeeeceeceeeeesceecees 31 PELMISSIONS us msn ii 32 Amending employee profiles in TimePunch Profiles cece ecee cece ceeceeccecceecees 33 Amending the recording settings ccesceccceccecccnccescevccescesceeccescesceeceesceecens 34 QUEENS OLEMDIOVERS ee essen eis 35 Ep and riesen as 36 Month end closing and overall performance ccc ccec cee cceccecceeceeeceeceeceseceeces 36 Import of time entries from Microsoft Excel cccesccecceccesceeccescescceccescescees 37 Standard project for leave sickness taken overtime etc ssssesscesscesseesoeeseesee 38 Christmas and SYIVESECK isses 39 Automatic time recording without possibility to manipulate cc cee cece cee ceecees 40 Revision 63 Page 4 of 42 TIMEPUNCH CLIENT 2 4 Introduction This document describes the use of the TimePunch Windows client the profile management and the holiday editor As further documentations
8. cesceecceccesceeccescescceseesceeces 14 Edit time Cntries Create New one ensure 14 Special case employee starts in MIG MONTN cece ce ccc e cee cece eecceeceeceescecceees 15 Additional special cases that need manual entries cece cee cece cee ceeceeceesceecees 15 THMe SMECCS ae ae Ra EEE Eee 16 Projects and task eunen eniran ENTE 17 Creatine projects and elle man ak 17 Access rights and user specific adjustments ssessseeseesseesoeescesceesceescesceesoeee 18 Common ASKS naar 19 Detaled Project ACCOLINUING ae ee er 19 PROJECT calculati OM ee a ea 20 FLEXI GIMME CAlCUlALION eek nee 21 At the following pages the flexitime calculation will be described Also it will be shown how the calculation can be corrected if needed cece cece cece cece eee ceceeeecece 21 SHOWING The carent MONE Gata unsere 21 Analysing the overtime in the Current MONth c ccc ceeceec cee ceceeeceeceeceesceecens 21 Limitovertime inmontnsa ae a idcas um reed ew neues eons 22 Overtime gets paid automatically aaa a u nn 23 Pay out overtime once and manually sssssessssseesocesoesscesocescessoeesoeeceesoeesoeeee 24 MISSING hour compensatlon uscskenssnsene E GA Eea 24 Revision 63 Page 3 of 42 TIMEPUNCH CLIENT 2 4 Overtime compensatl n asnk aa ee 25 Evaluate the development of OVErtiIMe ccc cee ceeccec cee ceeeceeceeceesceeceeeeescescees 26 Annual eave managemente s e mare 2 Set up the leave a
9. cidentally because they get locked Second it keeps the performance of TimePunch at a good level because the times are set and there s no need for a recalculation Because of this reasons the month end closing should be done on a regular base either by the staff member for their own times or by the personnel office for all staff In TimePunch PRO the month end closing can be executed in menu Extras Month end closing File Edit View Reports Extras Dai A rn X Bm wa 2 i ee rs J Edit Common Tasks Date Sa Edit Profile 03 022014 Mo gt tl Month end closing 04 02 2014 Tu 05 02 2014 We z i i i 06 02 2014 Th R cS Edit public holidays Fr 07 02 2014 on 2014 S dd J Work time Break Leave Overtime Sick Joumey A g Manage TimePunch User profiles wi gt Synchronize entries Options soon I 1 The personnel office can open the month end closing dialog for multiple users by selecting the users and choosing Month end closing from the context menu File Edit Extras Help BEL max EL 2 a Roles Rights Administrator Administrator bemd schuster Logging only carola baumann Add TimePunch Profile Ctri A Logging only peter vanderbild Rename TimePunch Profile Ctri R Logging only 7 Set Password Adjust TimePunch Profile Ctri E SA Adjust Watcher Settings Close Month Add License for User D a
10. cked Coa Revision 63 Page 27 of 42 TIMEPUNCH CLIENT 2 4 How to enter annual leave In order to enter annual leave choose Edit Create new entry series from the menu and select Leave to specify the entry The fields start and end specify the day time where the entry starts and ends The concrete start and end times will be taken from the working time model Entry date 17 02 2014 fr In order that the entry gets Until 21 02 2014 Gr calculated properly by TimePunch its necessary that the entry is marked as Leave at the section Specify your entry Revision 63 Page 28 of 42 TIMEPUNCH CLIENT 2 4 Take remaining leave into the upcoming year Remaining leave will be automatically taken over to the New Year Important for the takeover is the last December All remaining leave that is shown in this month will be added to the January of the next year Analyse Work time Overtime Leave Sickness Rules Remaining holidays in 2013 totals Remaining holidays in 4013 through Deze Holidays in Dezember Annual holidays Analyse Work time Overtime Leave Si AS Remaining holidays in 2014 totals Remaining holidays in 2014 through Januar Holidays in Januar Annual holidays Revision 63 days days days days days days days days Apply Apphy Page 29 of 42 TIMEPUNCH CLIENT 2 4 Reporting The following pages describe the reporting functionality o
11. current user Missing hour compensation Missing hours can be compensated by selecting Compensate missing hours The entered missing hours will then be added to the missing hours and also displayed in the monthly report for the selected user Revision 63 Page 24 of 42 TIMEPUNCH CLIENT 2 4 Overtime compensation The flexitime calculation in TimePunch interprets missing entries as taken overtime Seeing that adding an entry for overtime compensation is not necessary But for the clarity adding entries for the compensated overtime is a good advice Also in this case it s recommended to create an entry series File Edit View Reports Extras Help HeiGAIBlsBOARIRU IB bel OD X a Peter Vanderbild peter vanderbik A576 80 10 02 2014 11 02 2014 12 02 2014 13 02 2014 flej Common mea E Februar 2014 Entry date 12 02 2014 Br Stat 08 00 Mo Di Mi Do Fr 27 28 29 30 31 34567 End 16 00 10 11 12 13 14 17 18 19 2 21 24 25 26 27 28 2 Break 00 00 3 45 6 7 8 C Heute 12 02 2014 Revision 63 Page 25 of 42 TIMEPUNCH CLIENT 2 4 Evaluate the development of overtime The buildup and reduction of overtime can be evaluated at best with the overtime report In this report the target hours the current working time and the therefore done and taken overtime displayed Overtime Report Carola Baumann 2 2014 Overtime until previous month 15 00 h Missing hours in month 76 17 h Miss
12. d overtime per month but in total without The working time rules will be applied to the cument month a limitation and all future months Cumulative means that the user can do overtime until the given limit is reached ee The working time that exceeds the limitation will be either cut or paid if the checkbox overtime is getting paid marked Important The weekly hours the user has to work will be calculated by the working time model and can therefore not be changed in here Revision 63 Page 9 of 42 TIMEPUNCH CLIENT 2 4 Previous overtime and remaining leave Overtime and remaining leave that has its origin before the use of TimePunch can be entered in the defaults The data needs to be entered only once and is used as the start data of TimePunch The defaults can be changed if no month end closing took place After that point no change is possible anymore Information If the staff member starts in the mid of the month with recording his working time the days until the start must be marked so that they are not used for calculating the flexitime Further informations in chapter TODO Working time models Using the button working time models a dialog opens which can be used to edit the working time models User name Previous sick days Previous overtime Do you have additional vacation from before using TimePunch that may be added to your yearly vacation No only have the foll
13. days Charging joumey time 0 vacation remaining Information Information pre adjustments for TimePunch The The working time rules will be applied to the cument month These settings are and all future months defaults can only be changed if no month has been locked __ _ cmos Revision 63 Page 33 of 42 TIMEPUNCH CLIENT 2 4 Amending the recording settings In TimePunch Profiles the recording settings can be managed centralized for all users This can be done with a right click onto the user profile After that the menu Adjust Watcher Settings has to be chosen File Edit Extras Help elie st BAA 3 Roles Logon Name Passw User Name Rights Employment Client License Administrator gerhard Administrator Employed gt l bemd schuster Bemd Schuster Full Access Employed Full Access carola baumann Carola Baumann je peter vanderbild Br Pe Add TimePunch Profile Ctrl A Rename TimePunch Profile Ctrl R Set Password Adjust TimePunch Profile Ctrl E Adjust Watcher Settings Verwenden eines fest definierten NN Projekts zum Starten der ersten Aufzeichnung am Tag An Projektaktualisienung erinnem Beim Spermen von Windows The different recording options are described in detail within the user manual of TimePunch Watcher But it s important to know that the settings can be managed centralized Because if a user only owns the
14. derbild Bemd Schuster bemd schuster Carola Baumann carola baumann The same is also true for user specific adjustments At this page the hourly work rate and the maximum amount of project hours per member can be defined Basic data Project ID ing ti The project has been completed successfully Billing data Project Time Frame Hourly rate net 0 ME 111 Project is Time Limited Currency O J Begin 12 02 2014 VAT End 12 02 2014 Reserved Worktime h Project specific Tasks Access Rights User Specific Adjustments Adjustment for user specific settings All Authorized Users Peter Vanderbild peter vanderbild Carola Baumann carola baumann Revision 63 Page 18 of 42 TIMEPUNCH CLIENT 2 4 Common Tasks If tasks are used in every project they can be treated as common tasks in TimePunch Those tasks are useable in every project and therefore need not be created as a new task within the project Using the menu Extras Common Tasks the following dialog will be shown Planung Detailed Project Accounting The report Detailed Project Accounting has been designed as a special report for users who need to show the project hours to their customer The report can be accessed in menu Reports Reporting Data Project IT Service Date 12 02 2014 Profile Carola Baumann Timeframe 03 02 2014 to 14 02 2014 Hourly Rate 5800 Wat 19 00 ee oer Amount 09027201
15. end the time entries of a staff member one has to select the member in the member list of TimePunch PRO File Edit View Reports Extras Help NEAR A a a B IR iy j a x AJEG Bernd Schuster bernd schuster ime Carola Baumann carola baumann Peter Vanderbild peter vanderbild Edit time entries create new one With a double click to a time entry it can be modified With a right click to it it opens the context menu in which one can choose a command to create or edit a time entry X File Edit View Reports Extras Help nellaa aa Br L x Sa Bernd Schuster bernd schuster L Create new Entry Create new Entry Series Alt S Edit Entry Entrydate 03 02 2014 Star 07 00 Cut Copy Paste Delete End 16 00 10 01 2014 Fr IT Service 11 012014 Sa Ctrl V Del Break 00 00 12 01 2014 Su 13 01 2014 Mo IT Service 14 01 2014 Tu IT Service 15 01 2014 We IT Service 16 01 2014 Th IT Service Select All Ctrl A Mark Entries as paid Mark Entries as open 4 lan ar 2014 gt Revision 63 Page 14 of 42 TIMEPUNCH CLIENT 2 4 Special case employee starts in mid month TimePunch always takes the complete month in order to calculate the flexitime If therefore an employee starts in mid month the working time until the current Start day has to be marked as idle peri
16. f TimePunch Menu Reports Reporting Options For each report there are different filters available This filters won t change the look but the data that is displayed If the account owns administration rights it is possible to create reports for all user accounts For most reports it s also possible to filter projects and tasks as well as the reporting time frame Additionally there is an option called Payment Selection with that only paid entries or non paid entries can be filtered After applying the settings the report will be recreated by using the new filter settings Report export Each report can be exported as an Excel PDF or Word file Fiter Users Selected Users Fitter Projects Filter selected Projects other Working time _ Filter selected Tasks Date Selection Timeframe Previous Month ha Since 01 01 2014 Until 31 01 2014 Fayment Selection Show all entries O Show only paid entries C Show only non paid entries Weekend Viewing C Show breaks Show holidays Show weekends Microsoft Excel has been established as a standard export Therefore there s an direct export for excel implemented in TimePunch with that the report gets directly opened within a new Instance of Microsoft Excel Datei Bearbei eige Berichte Extras Hilfe 2 jaa Ga gerhard PERS SSS Benutzer auswerten amp E bd WholePage Fi _ Selektierte Benutzer Projekte auswe
17. ing hours 1 17h Overtime limitation no Total Missing Hours 61 17 h A u a a eed ned E E BEE 15 0 oO gt N D ABE i Ju il d Wed Fri Sst Sun Mon Wed Fri Sa Sun Mon Wed Fri Ss Sun Mon Wed Fri Revision 63 Page 26 of 42 TIMEPUNCH CLIENT 2 4 Annual leave management The following pages describes how the annual leave can be managed and evaluated using TimePunch Set up the leave account for the first time If one create a new TimePunch profile for anew member the annual leave as defined in the contract must be entered in TimePunch At the defaults section the remaining leave must be entered on pro rata base The same is valid if one starts with TimePunch in mid year In the defaults the annual leave must be entered that refers to the count of leave days that the user owns with start of TimePunch Working time Defaults Annual Vacation 30 days User name Carola Baumann _ Restrict overtime to a maximum of monthly Previous sick days 0 days Previous overtime 0 hours ee eu a Do you have additional vacation a Weekly hours to work 40 hours No only have the following days Charging joumey time 0 vacation remaining t heain of workina time 08 00 00 Information Information The working time rules will be applied to the current month These settings are pre adjustments for TimePunch The and all future months defaults can only be changed if no month has been lo
18. lied overtime rules of the given user Profile can be amended in every month separately Using the button correct the overtime can be amended Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar 16 00 h Overtime in Januar 9 00 h Overtime until end of Januar 25 00 h In order to limit the overtime one has to choose Limit overtime in the upcoming dialog Info Overtime at start of Januar Overtime in Januar Overtime until end of Januar original Important The overtime can be limited per month or cumulated that means in total e Monthly means that the user can only do a limited overtime per month but in total without a limitation e Cumulative mean that the user can only do overtime until the given limit is reached Revision 63 Page 22 of 42 TIMEPUNCH CLIENT 2 4 Overtime gets paid automatically Overtime can be paid automatically if the overtime exceeds the given limit If wanted the selection calculated needs to be chosen Important Overtime can only paid out automatically if an overtime limitation has been set in order to calculate the difference to it Revision 63 Page 23 of 42 TIMEPUNCH CLIENT 2 4 Pay out overtime once and manually Overtime can be paid out once if the button Pay out overtime will be chosen The entered amount of overtime will then be decrease the amount of overtime in total and also be shown in the monthly report for the
19. loyed Page 40 of 42 TIMEPUNCH CLIENT 2 4 3 Additionally the recording options should be set in a way that the staff member cannot stop the time recording This prevents a wilful stopping of the recording Another important point is that the time recording shall be stopped when windows get locked In order not to track each short break e g toilette it s recommended to enter 15 minutes fairness time Recording Precision Recording Recording mode EE E E RR Working time Using a pre defined project to start the first recording of the day Remind for project update After locking windows Ignore 15 minutes of absense 4 In order to make the setting after locking windows pause time recording work the screen saver must be configured accordingly This can also be done via the domain settings for all domain users Bildschirmschoner Bildechirmschoner Mystify w Einstellungen Vorschau Wartezeit 5 Min V Anmeldeseite bei Reaktivierung Energieverwaltung Sparen Sie Energie bzw maximieren Sie die Leistung durch Anpassen der Helligkeit des Monitors und weiterer Energieeinstellungen cave seaucbnuebancnunstiesreaausendeutecensnealeuaiesexsnesssatensenversrsses Energieeinstellungen nderri Abbrechen bernehmen Revision 63 Page 41 of 42 TIMEPUNCH CLIENT 2 4 End of the Document Revision 63 Page 42 of 42
20. mas Day Revision 63 Official Holiday Official Holiday Weekday in Month Weekday in Month Official Holiday win Month a Official Holid Official Holid Official Holiday Page 39 of 42 TIMEPUNCH CLIENT 2 4 Automatic time recording without possibility to manipulate By knowing how to set up TimePunch it is possible to configure it in a way that no the staff member can t manipulate the recorded working time The following steps are necessary 1 The working time model of the staff member should contain an automatic break of 30 minutes after 6 hours With that setting can be ensured that the break time settings are always applied Working time model Sunday Workday yes no LI Attendance time Start and end time defined yes no Start working time 05 00 00 End working time 16 00 00 Break time defined yes no What working time makes a break mandatory Break time 08 00 00 08 00 00 16 00 00 16 00 00 2 As a second the staff member should only have the right to record the working time With this setting it can be ensured that the working times cannot be amended File Edit Extras Help Roles Logon Name Administrator a EE R carola baumann peter vanderbild Revision 63 User Name Bemd Schuster Carola Baumann Peter Vanderbild Rights Logging only Logging only Logging only Employment Client License Employed Employed Emp
21. mePunch Access to the TimePunch X X X X Watcher Change active time entry X X X Change recording settings X X X Access to the active projects X X X X Managing the projects X X Send projects using the a 2 2 TimePunch Sync Wizard Receive projects via X X TimePunch Sync Wizard Revision 63 Page 32 of 42 TIMEPUNCH CLIENT 2 4 Access to the active tasks X X X X Managing the common tasks X X Access to the time entries X X X X Modify existing time entries X X X Send time entries using the TimePunch Sync Wizard Receive time entries using the TimePunch Sync Wizard Restricted modification of existing time entries Amending employee profiles in TimePunch Profiles With double clicking the staff member in TimePunch Profiles the employee profile of this user can be amended File Edit Extras Help Slat BAX LS Roles Admini strator aereesrreT 2 Te ER EEUENEEES EEE Ee Pr niin EL UESEESEGS en bemd schuster Schuster Full Access Employed carola baumann Carola Baumann Full Employed peter vanderbild Tel Administrator _ Restrict overtime to a maximum of monthly 0 0 Calculate Holidays for ae Previous overtime hours nr u a a D Do you have additional vacation No holiday calculallon M Woking days per week eae from before using TmePunch O Yes that may be added to your yearly No y al Weekly hours to work 40 hours vacation No I only have the following
22. n dialog will be shown Within the 30 days test period the product line can be switched in order to test the different versions of TimePunch Bitte w hlen Sie die TimePunch Version aus die Sie benutzen oder testen m chten Wenn Sie bereits eine TimePunch Lizenz besitzen dann w hlen Sie bitte die TimePunch Version aus die Ihrer Lizenz entspricht TimePunch PRO TimePunch ONE In order to switch the product line you have to select the menu Help Choose Product line Time tracking at PC g Mobile time tracking with smartphone Time Tracking at a terminal PC Time Tracking with RFID transponder Support of the TimePunch Application Project management Time sheets Public holiday calculation 4 86 4 Project reportings Cost splitting v J v y y Y y I y Y Staff administration Revision 63 Page 6 of 42 TIMEPUNCH CLIENT 2 4 Employee monthly reports Working time models flexitime Vacation planning Export reports to Excel or PDF Data storage Overview Microsoft SQL Server Local q 8 4 oS AS Local Database The TimePunch client is used to manage the working times Depending on the permissions and the product line only the own working times or the working times of all staff members can be displayed User Interface The user interface of TimePunch looks like that 5 File Edit View Reports Extras Help Basar RB s4EBR IR iw Display the working times 0
23. nn a am i rennen En I leae Revision 63 Page 36 of 42 TIMEPUNCH CLIENT 2 4 Import of time entries from Microsoft Excel Using the command line tool TpCommand it is possible to import excel files that have been created with a defined set of columns How this can be achieved is described in detail within the user manual of TimePunch Command At this place we only want to tell you that it is possible in case you need it to import time entries from previous time entry recording systems pcsvimport icrosoft Excel Einf gen Seitenlayout Formeln Daten berpr fen Ansicht Team 1 2 e ee a ae Bedingte Formatierung a Einf gen E Calibri W Bi standard Hig Beding aim u av 4 BR Als Tabelle formatieren 7 z gt L schen m X Einf gen r A TE 000 0 200 ge i Sortieren Suchen und 5 7 ru 3 a 00 gt 0 BB Zellenformatvorlagen H Format 2 und Filtern Ausw hlen Zwischenablage m Schriftart x Ausrichtung B8 fe Zahl Formatvorlagen Zellen Bearbeiten C D E F G H I J K L M Projekt ID Tatigkeit Start Ende Beschreibung Arbeitszeit Krankheit Fahrzeit Urlaub Feiertag Be berstunden abfeiern 24 07 2013 Office Schreibarbeit 08 00 16 00 Angebote 25 07 2013 Development 08 00 16 00 Unit Tests 26 07 2013 Development Meeting 09 30 11 45 Next Steps C n M4 gt M tpesvimport lt J Tt Bereit GI 100 Datei Bearbeiten Format Ansicht Da
24. o it will be shown how the calculation can be corrected if needed Showing the current month data In the current month the working time the overtime and the remaining leave will be shown in a separate information window This window is placed in the middle of the TimePunch Window at the lower border Curent Month S The working time will be displayed up to the current date That is also true for the cumulated overtime It s important to know that the displayed overtime includes the working time of the current day Working time until today Overtime until today Remaining leave Analysing the overtime in the current month The overtime per user can be displayed in the analyse window lower right At this place the overtime at the beginning of the month the overtime within the month and the overtime at the end of the month will be displayed Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar Overtime in Januar Overtime until end of Januar Correct If a correction took place in form of overtime payment or overtime restriction the original overtime and also the corrected overtime will be displayed Analyse Work time Overtime Leave Sickness Rules Overtime at start of Januar Overtime in Januar Overtime until end of Januar original Overtime until end of Januar corrected Revision 63 Page 21 of 42 TIMEPUNCH CLIENT 2 4 Limit overtime in month Additionally to the app
25. od This is necessary because otherwise the missing entries will be Break 00 00 calculated as missing hours Entry date 05 02 2014 Stat 08 00 End 16 00 In order to create an idle period one can create a new time entry series The default project other contains a task called idle period Furthermore it s important to mark those entries as Paid Leave Bank Holidays in order to skip the flexitime calculation Additional special cases that need manual entries Manual entries e g entries that cannot automatically recorded by the TimePunch Watcher or the RFID employee ID card must be created for the following situations Those entries must be entered by the staff member himself if he she has the proper permissions or by the personnel office Special case Description Annual leave must be entered manually Sick days also need to be entered manually maternity leave The maternity leave and other special leave cases normally get da da elea paid but do not decrease the holiday amount Therefore those relocation days off must be booked as Paid Leave Bank Holidays christmas sylvester Revision 63 Page 15 of 42 TIMEPUNCH Time sheets CLIENT 2 4 The time sheet can be printed out in two versions The standard version with all columns used to print out at a Din A4 paper in landscape mode And a short version that only contains the most important columns This version is optimized f
26. or print out at Din A4 paper in portrait mode stundennachweis vom 01 12 2013 bis 31 12 2013 fur wie ase u Datum 02 01 2014 an nu Fr en nen pempe ooo wo eo Hauenstein Alee 0800 1600 080 0 TEE HE EEE BEE DEE EEE HE EEE HE HEHE ma ZT wo BEE KT BET BE RE EN RE 0 122013 or hauendteinerAlee fes 1 r memp Hauensteiner Allee m feo oeo fe A Havensteiner Allee w I PT raiet Tpropak _T St nae ar rm mema TAE 09312 3013 M OUO a em os Oi am en m Eu Co o A SO Ei Ee Ee Ee LEE 2 aaa 18 12 2013 u 19122013 Do 0 12 2013 SF rears e zema jm ew 2712013 r karama I esersereraiee aan son os m ee 800 tes oaso m resensteerAee 500 tem oo E so I II OO A wmon C _ as gt __ wo sa _ __ wa I f a IS ee HE HE DEE KEN EEE a eo foo HE HE eof BC RE HR HE sol _ __1 poof _ __ oo __ veo _ HE HERE HE HERE EEE HERE KEREE HE DE EN N EN N Erster vi a SS I ce Ba122003 Saam CHE Fule mmens sung Revision 63 an enge on em CELE Page 16 of 42 TIMEPUNCH CLIENT 2 4 Projects and tasks In TimePunch time entries can be applied to a project and a task The following pages describes how to manage those in TimePunch Creating projects and edit
27. owing vacation remaining Information These settings are pre adjustments for TimePunch The defaults can only be changed f no month has been locked cance The default working time model will be used all the time if no other working time model is available for the staff member Sunday U Workday yes no Attendance time Start and end time defined yes no Start working time 08 00 00 08 00 00 08 00 00 08 00 00 End working time 16 00 00 16 00 00 16 00 00 16 00 00 Break time defined yes no What working time makes a break mandatory zt Break time Extended Break time defined yes no What working time makes an extended break mandatory Extended Break time Estimated working 08 00 00 16 00 00 A new working time model only needs to be created if a member changes the contract from full to part time or vice versa The new working time model will be used starting by the given date Otherwise the default working time model will be used Revision 63 Page 10 of 42 TIMEPUNCH CLIENT 2 4 The working time model in detail TimePunch can handle a distinct working time model for each day in the week The structure of the daily model is always identical for each day as you will see The checkbox workday yes no defines III ies ie ete if the employee has to work at this day worina tine model Sunday
28. right to record only times he can t change those settings Revision 63 Page 34 of 42 TIMEPUNCH CLIENT 2 4 Quitting of employees If employees are leaving the enterprise they cannot be deleted in TimePunch due to their existing time entries And even if it would be possible deleting the time entries is not recommended because the times may needed in the future Because of this reason the times of employees who left the enterprise can be archived The following steps are necessary to achieve that 1 Move the user profile to the role No Access 2 Remove the user license with a right click at the member profile and choose Remove License for User File Edit Extras Help E A BAXK gS 3 Roles Logon Name Passw User Name Rights gt Administrator gerhard Administrator bemd schuster Bemd Schuster carola baumann Li Fi la Bai Im arr E ll fi peter vanderbild Add TimePunch Profile Ctrl A Rename TimePunch Profile Ctrl R Em Set Password Adjust TimePunch Profile Ctrl E A Adjust Watcher Settings Close Month Add License for User Remove License for User Revision 63 Page 35 of 42 TIMEPUNCH CLIENT 2 4 Tips and Tricks The following pages contains useful tips and tricks that can ease the work with TimePunch Month end closing and overall performance The month end closing that can be done in TimePunch has to big benefits First it prevents deleting previous recorded time entry ac
29. rrent month These settings are pre adjustments for TimePunch The and all future months defaults can only be changed if no month has been locked cmoa The dialog consists of three areas the work contract the working time and the defaults Revision 63 Page 8 of 42 TIMEPUNCH CLIENT 2 4 Employment and holiday calculation The employment defines if overtime and flexitime calculation shall take place This will only happen for employees Self employed people can only track their working times but no flexitime calculation will take place Additionally the country and region for holiday calculation can be defined If your country or region is missing it can be added using the Holiday Editor of TimePunch Information In TimePunch ONE the employment can t be changed It can only be used in Self Employed mode Working time settings and annual holidays Using the working time settings the regular working __ TimePunch Profile Carola Baumann carola time and the annual holiday can be defined Even if the staff member will start in the mid of the days current year the complete annual holiday must be Restrict overtime to a maximum of monthly entered in here Using the defaults on the right hand the amount of holidays that are currently left for the current user can be entered Optional the overtime can be cut if it exceeds a defined amount Monthly means that the user can only do a limite
30. rten Selektierte Projekte auswerten Autobahnkreuz Mannheim Projekt Tatigkeiten Kostentei g von U1 12 ZU DIS 30 12 2013 Revision 63 Page 30 of 42 TIMEPUNCH CLIENT 2 4 Permission management The following pages describe the permission management in TimePunch PRO TimePunch Profiles Using the software TimePunch Profiles staff members can be assigned to different roles and associated permissions x Datei Bearbeiten Anzeige Berichte Extras Hilfe I PUT INT Mi us Datum Tag Fakturiert Projekt ID Tatigkeit Start Ende Arbeitszet Pause 01 12 2013 02 12 2013 03 12 2013 05 12 2013 Extras Help 06 12 2013 r 07 12 2013 Sa Roles 08 12 2013 So EEE gen nn nn u a 09 12 2013 Mo a k 10 12 2013 Di R 2 11 12 2013 Mi 3 12 12 2013 Do L 13 12 2013 Fr 14 12 2013 Sa Assigning staff members to a role Move a staff member via drag amp drop to a different role in order to assign the user to that role File Edit Extras Help lel s AXi al per schuster carola baumann Revision 63 Page 31 of 42 TIMEPUNCH CLIENT 2 4 Permissions As a standard every installation owns administration rights If TimePunch gets installed in an enterprise environment each user can be assigned to a different role The role defines the permissions that the user owns Login X X X X Manage TimePunch Profiles X switch users Access to the Synchronization 4 p 4 Wizard of Ti
31. there are user manuals of the TimePunch Watcher and the synchronization assistant available Therefore this parts won t be described here at all Installation The TimePunch Windows Client can be downloaded and installed from our Website http www timepunch de The installation will be done with our TimePunch Setup executable Komponenten ausw hlen I Welche Komponenten sollen installiert werden W hlen Sie die Komponenten aus die Sie installieren m chten Klicken Sie auf Weiter wenn sie bereit sind fortzufahren Customized Angepasst Installiert den TimePunch Client Installiert den TimePunch Watcher im Autostart Ordner von Windows Installiert TimePunch Studio zur Zeiterfassung von mehreren Mitarbeitern an einem Werkstatt PC Die aktuelle Auswahl erfordert min 19 2 MB Speicherplatz lt Zur ck Abbrechen The following options can be chosen Option Beschreibung TimePunch Watcher Installation Der TimePunch Watcher is used for the automatic time recording of the working time at the PC of the employee It s most useful if the people are working the most time at their PC TimePunch Studio Installation TimePunch Studio is a software that runs at a Standalone PC and can be used to track the logon and logoff times for multiple users Revision 63 Page 5 of 42 TIMEPUNCH CLIENT 2 4 Product line After the successful installation of TimePunch the product line selectio
32. ttemberg Annual vacation 30 00 days Overtime Limitation no Charging Journey Time Worktime Data Sickness Worktime 177 00h Sickness Days 0 00 days Sickness 0 00h Sickness Days Prev Month 0 00 days L z 0 00 h ai Total Sickness Days 0 00 days 177 00 h Estimated Worktime 168 00 h Overtime 9 00h Leave Overtime until previous month 16 00 h Remaining Leave Prev 38 00 days Month Paid Overtime 10 00h Leave 0 00 days Total Overtime 15 00 h Remaining Leave 38 00 days Revision 63 Page 12 of 42 TIMEPUNCH CLIENT 2 4 Employee overview and displaying the current working time models Using the report Employee Overview the working time models of the employees can be printed out Additionally one get an overview of the current remaining leave and the cumulated overtime of the employees That makes it easier searching for discrepancies regarding the working time models Employee Overview 1 2014 1 2014 14 02 2014 Employee Overview Month 1 2014 wo e caraaBaumann 80 600 so aoo em o s ow Peiervangeia 800 em 00 eoo em of __ 000 Monday Tuesday Wednesd Saturday Weekly Workdays Annual Rem L ay Hours holidays Information For self employed staff members no working time model is stored This will be shown with an n a not applicable in the employee overview Revision 63 Page 13 of 42 TIMEPUNCH CLIENT 2 4 Enter new time entries and edit existing In order to am
33. tum Projekt ID T tigkeit Start Ende Beschreibung Arbeitszeit Krankheit Fahrzeit Urlaub Feiertag Betriebsurlaub Uberstunden abfeiern 24 87 2013 0ffice Schreibarbeit 883 88 16 88 Angebote X 25 07 2013 Development 08 00 16 00 Unit Tests X 26 87 2013 Development Meeting 89 38 11 45 Next Steps X PS E Work TimePunch 2 26 test gt tpcommand exe file build tpcsvimport csv csyvimport Initialize Command TimePunch FRO Read file build tpcsvimport csyv Parse file build tpcsvimport cesy Import 3 rows 12 58 completed 25 868 completed 37 50 completed 56 862 completed 62 50 completed 75 486 completed 87 58 completed i AAs completed PS E Work TimePunch 2 26 test gt _ Revision 63 Page 37 of 42 TIMEPUNCH CLIENT 2 4 Standard project for leave sickness taken overtime etc Using the menu Extras Edit projects it s useful to create a standard project called other This project can contain some default tasks like leave sickness taken overtime etc Starting with TimePunch 2 4 this standard project called other will be created by default If you want to change the tasks you are free to do so File Edit View Repor x Alelp DESK IF KPa Edit projets ie a Ga gerhard zi Date Start End Work time Break Leave Overtime Sick Ji 01 01 2014 u a CO na n 04 01 2014 Sa x 05 01 2014 Su
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