Home

Manual - Time Clock Experts

Contents

1. MCN Enter your company code as pro i Cit To Sat Pat a S vided by ADP Select the drive and location where you want the export file to be saved Click CONTINUE EXPORT and e Eee d SAVE ANY CHANGES to export Tisa Ferry Charge and save the file where you selected Congratulations you have successfully created and saved an ADP EXPORT FILE You will need to contact ADP to obtain steps on how to import the file you created and saved into ADP software 28 TIME amp ATTENDANCE SYSTEM GENERIC TEXT The following are instructions for setting up and using the GENERIC TEXT EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN 2 Choose EXPORT Select PAY PERIOD to be included in EXPORT a erem as o eo C eden 20005 ICC rpirhe Wa make wem i 4 ip Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected DELIMITER Ch
2. SERIAL CABLE INSTALLATION OPTION 2 DL M O CONNECTING POWER Connect the AC power supply fig F to a standard 115v wall power outlet fig G and also to the TimeTrax Pro unit fig E Two available options for connecting the TimeTrax Pro to your central PC fig A PARTS REFERENCE A Central PC E TimeTrax Pro PN TIMETRAXPROK B RJ45 to DB9 Adapter PN 41400 F AC Power Supply included in shipment C USB to RS232 Adapter PN 41685 G Standard 115v Wall Power Outlet D 50 White Flat Cat5 Cable PN 1269 OPTION 1 PC has an available Serial 9 pin COM port Connect the white 50 RJ45 cable fig D to the RJ45 DB9 adapter fig B This will then connect to the back of your PC fig A OPTION PC only has a USB port Impurtant Make sure the TimeTrax software is pre installed prior to any hardware and cable connections Connect the white 50 RJ45 cable fig D to the RJ45 DB9 adapter fig B and then connect the RS232 USB adapter fig C to the back of your PC fig A Note If you purchased SQL page 39 Modem Polling page 48 or Ethernet page 58 see that section of this manual for additional installation instructions TIME amp ATTENDANCE SYSTEM INTRODUCTION Congratulations on your purchase of the Pyramid TimeTrax Pro Time and Attendance System TimeTrax Pro takes proven card reader technology and combines it with the powerful TimeTrax Pro software
3. Task Schedule Settings Security Scheduled Task Completed M Delete the task if it is not scheduled to run again M Biop Shouts mirate Idle Time Only start the task if the computer has been idle for at least d minute s If the computer has not been idle that long retry for up to minutels Stop the task if the computer ceases to be idle Power Management v Don t start the task if the computer is running on batteries v Stop the task if battery mode begins Wake the computer to run this task Cancel Apply Select SETTINGS tab Uncheck STOP THE TASK IF IT RUNS FOR box Select APPLY This completes the Scheduled Task Now whenever the Server computer is booted up the Windows Task Scheduler will automatically start the TIMETRAX Network Agent without need of any user intervention TIMETRAX PRO MODEM POLLING HOST MODEM INSTALLATION 48 o 5050 MODEM POWER TIME PHONE IN READY CLE TA LINE LJSLILJ POWER 5 RITE PARTS REFERENCE A b C D mi pn Central PC RJ45 to DB9 Adapter PN 41400 USB to RS232 Adapter PN 41685 50 White Flat RJA5Cable PN 1269 TimeTrax Terminal AC Power Supply Pas dA Standard 115v Wall Power Outlet DB9 Adapter to RJ45 RJ45 Black Cable to Time CIk PC Phone Line RJ11 to Wall Jack AC Power Supply Standard 115v Wall Power Outlet TIME amp ATTENDANCE SYSTEM MODEM POLL
4. PAVIDILGIOUD SCD Sees da cance a s oe de aac eee earns 10 Fay COCO m n MT 11 Advanced Employee Groups Setup 4 4 3 13 Employee Details 36 PUB assis paraiso dne doa E dor aiv abt ut pd mdr 14 NORA ICON o rra sport oda ee E ea 15 Configure Tab Including Date Time Setup 5 16 Automatic Bac RUD t5 55 52 UR Pol Hp eR TR tad Ads eked be eae eda 4 16 thee ce see eee ee E eee da Ly Time Source amp Syne Sandalias ends pus e es nae dede Pedes 18 DEW 10D 2200 PATI PERSA E PSU 002000200 TATos 18 SUDEPVISOPEMEIGCHOBS iras eee dou deg 004 000 d dod d 2009 0 a 18 Keypad BH 2 0 0200010002 00 EE EE PS EHE EL MER OEA es 19 BEI SCBEOUI OS atreva 0 EE 20 1 00 0202024005 DR T CERCADA RGE DS 21 Ic PB S ao Bian qe a geting Ge ge Gea has eee nse ecb ae a 22 TIMETRAX PRO Assetti Global Special Pay oros ron dara its ere aes ceca cin idein t 23 Workdays and Workweeks a nseries ees 23 REPOTS E XDOPIS adscrito dias sacd a ee 24 IN AAA 00000 25 RODO aces S pe Rd CI Ray Ce eee eae 29 Importing Employees From QuickBooks ccc eee e cence eee e 26 RDP USES ara 22 tenes are a UE ui de E od E 08 28 Genere TEX USC PTT 29 PAYCHEA ura 0 uta aia ea 0 tido 30 PAYCHEX TI BK SORS 2200 0900000 PIS NES 31 Prodata Evolution USS pragas dedica aod 3 doro uta d deg di d d Ott dcbet rd 32 QuickBooks 2003 Users sis vp nay 0 P3 ee OR ROOD ROO 33 QuickBooks Pre 2002 156 5 eee eee te eee ee
5. e SQL Server Network Utility sets the network communication parameters Recommendation To avoid possible contlict with other MSDE programs installed on server com puter We recommend that after installing TIMETRAX SQL onto your server computer please go to the Disc Drive and right click on the drive Click on the EXPLORE option then locate folder named support and double click Click on the MSDE INSTALLER ZIP FILE Select all the files and extract files on to your desktop On your desktop there should be a folder named MSDE Install Double click Click on MSDE SETUP and let it run IMPORTANT DO NOT OPEN RUN TIMETRAX ICON OR THE NETWORK AGENT ICON UNTIL THE SQL SERVER NETWORK UTILITY SETUP IS COMPLETE Step 2 Open Run the SQL Server Network Utility Highlight Named Pipes and TCP IP in the Disabled protocols box and select ENABLE to move the 2 network protocols to the Enabled protocols box Click OK to continue oL Server helek Utility TIMETRAX 2 eneral etmek Lados Instance s should pre populate Network Agent then seres cres TYRE CM E TIMETRAX i HL Comites Program zs BN name nu EX PYRTECHDB Network E Utility Mrs SS um RAR ES aa Shows the Vinde tros pet E Click OK 3 icons as they appear WT on your desktop after instal lation of the TIMETRAX SQL SVR CD 41 TIMETRAX PRO d hi thui mac well tm ils met Hy ui Pd Ln i
6. or disassem ble the TimeTrax Pro software except and only to the extent that such activity is expressly permitted by applicable law notwithstanding this limitation The TimeTrax Pro software is licensed as a single product Except with respect to the Redistribut ables its component parts may not be separated for use on more than one computer Not for Resale Software If the TimeTrax Pro software is labeled Not for Resale or NFR or Evaluation Copy or 30 Day Complimentary then notwithstanding other sections of this EULA You may not use the TimeTrax Pro software for commercial purposes nor sell or otherwise transfer it for value Commercial purposes include the use of the TimeTrax Pro software to create publicly distributed computer software No rental leasing or commercial host ing You may not rent lease lend or provide commercial hosting services to third parties with the TimeTrax Pro software Software Transfer You may permanently and wholly transfer all of Your rights under this EULA provided You a retain no copies whole or partial b permanently and wholly transfer any and all of the TimeTrax Pro software including all component parts the media and printed materials any upgrades this EULA and if applicable the Certificate of Authenticity to the recipient and c the recipient first agrees to abide by all of the terms of this EULA If the TimeTrax Pro software is an upgrade any transfer must includ
7. the RJA5 connector marked PC 3 Using RJ45 cable plug the each Recorder maximum 8 into any one of the RJ45 connectors labeled 1 2 3 4 5 6 7 or 8 A TimeTrax Recorder must be inserted into the connector marked 1 when any clock is included in the system so the clock receives a time signal 4 Open the TimeTrax Program The Initial Communication Screen will indicate the proper connections To Connect With Multiple Clocks Bells and Terminals Tne trax terminal x B Multiplaxer Digital clocks x 15 Ball Bells x 15 Clock booster Dono Digitol clocks 200 83 30 61 2 e EE E TROUBLESHOOTING GUIDE FOR YOUR TIME RECORDER YOU MUST BE LOGGED IN AS ADMIN IN TIMETRAX AS WELL AS ANY OTHER INTEGRATED SOFTWARE PROGRAM SUCH AS QUICKBOOKS TO PERFORM ANY MAINTENANCE FUNCTIONS Software is Acting in an Unexpected Manner Restart TimeTrax and see if that corrects the problem Reboot your computer and re launch TimeTrax Make sure you meet the minimum system requirements listed in the MINIMUM SYSTEM REQUIREMENTS section of this manual Upgrade or Software Reinstallation Single Version User 62 Close out of TimeTrax Software Create a TimeTrax Backup folder on your desktop Right click on the Desktop and select NEW gt FOLDER Name this folder DATA Navigate to My Computer C Program 11165 Pyramid NTimeTrax folder and locate the following 6 files Pyramid
8. the network Without the TIMETRAX Network Agent up and running Client TIMETRAX computers cannot run TIMETRAX To eliminate this situation The TIMETRAX Network Agent should be set to run as a background task on the Server computer Using your Microsoft Windows Task Scheduler schedule the TIMETRAX Network Agent to start after the computer boots up From the Control Panel Start Settings Control Panel double click the SCHEDULED TASKS icon Double click on ADD SCHEDULED TASK This will start the Scheduled Task Wizard Scheduled Task Wizard E X Tim wiad helps you schedule a tack for Wonders to paio ou poked the program pou wend Windows lo nun Men chiara E ance Dick Hat to contrae Sihedaled Task Wizard Me prox sem ou vmi V ndis Dor han feast str Click NEXT y 5 0 z195 5 A Ade mpksssee T ranachon 202 0007 dde Book amp 00 2900 11 El Adentro 22 00227 ET sustos El bs Speed mare 7 Tira FNETIE om Hoe Click BROWSE 45 TIMETRAX PRO Select Programs la Schedule ax HELI mc m FI Lr E Dasi by Select Program Files Pyramid TIMETRAX Double click on PYRTT NET EXE Fe Mr coge h E E S PT Th iby Meteor p a File oi pe Popma Dasmi x Task Name should pre Pain populate however if
9. 494548 24 Restore from Current Backup 17 65 Restore from Prior Backup 17 Restoring Database su veu a4 exer wd cias 64 a 22 17 C coeso Ras aos euros cate 75 R nning Totals sra 16 S saturday OVAS arcas 14 Senior REDON macia 20 Serial Cable Installation x x aate rrr ms 4 TIME amp ATTENDANCE SYSTEM DELVE 8 39 47 DENI IAN peor er PEE ERU OE 18 Shift Warnings ie acd ceo esce cac 13 Software Cannot Locate the Time Recorder 63 Pedal Ae 22 Sc ERA 39 47 Sunday OVER iu aac ee ete d e 13 SUPE 4 020 set da eee dut dh and I7 Supervisor FUNCUONS 0 18 DO pagaria aorta 18 Sync Employees with QuickBooks 26 System CIOS kaas 64 System Requirements 42 22 m essa T Techmical SUPDO sad dC CEC 76 2 TTE 14 Time Card Report sesiones 24 25 Titae Of Day es dad dad oca 16 is rs ed eau ae Roo ad 17 18 Tine JO A 16 Time Tracking Data is Missing i e ee 68 TimeTrax Pro Setup Wizard 10 18 25 42 65 Tae Wax a ara dca dc docct en 17 0 EEE EE dI 16 Troubleshooting Guides AAA orga EEE 3 oo Mc 72 SOUL HM 70 me Recordo a oso RR A Rte 62 U UNSAPDIOVS seccccorosarconsapess cra 22 sec 16 User LEVELS goes Eri aaa rea 17 User INITIO pre rto dee Eiras o dad 17 Using Employee Cards ise ecce haces 6 Using the Time 6007001 ausa ades ees 6 V Vertical Icon Bar 15 20 38 52 54 W WAN sorpresa 76 Weekly OVETUIME s
10. FOURTH FIFTH SPECIAL PAY ENTRY ES Empires red Pay Petit Choose the special pay category the date if the pay category accrues towards overtime you will cum be required to enter the date If the pay category does not accrue towards overtime you will be required to choose either the PAY BY AMOUNT Dollar Value or PAY IN HOURS You can exclude special pay for employees who were hired less than a user definable number of days WORKDAYS AND WORKWEEKS This is where you will setup the days that Individual Employees Employees within Employee Groups or Employees within Payroll Groups normally work ONLY THE REGULAR WORKWEEK This will set ONLY the workweek template for a specified individual or group You will enter what days make up your regular workweek ONLY THE PAY PERIOD WORKDAYS This will set ONLY the workdays for a specified individual or group You will enter the actual workweek i e Jane could not work Monday but worked Saturday instead you would uncheck Monday and check Saturday THE WORKDAYS AND WORKWEEKS This will set template for the normally worked days Workweek for a specified individual or group AND the Workdays for a specified individual or group Click OK to save changes 23 TIMETRAX PRO REPORTS EXPORTS REPORTS When generating REPORTS you must select the PAY PERIOD you want included in the report as well as the EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES you want included in the REP
11. Pyramid 5110 Bell Ringer Relay you can connect up to four independent bell circuits that can ring individually or simultaneously with one another Enter the time that you want the bell to ring Select the duration of the ring from 5 to 15 seconds Select days of the week that bell should ring Save and repeat steps for each time that you want the bell to ring throughout the day TIME amp ATTENDANCE SYSTEM CHANGING BELL SCHEDULE Once a bell schedule is established the time of an entry cannot be changed The entire entry must be deleted and a new entry added for the correct time To delete the entry highlight the entry that you wish to change and select DELETE A pop up question box asking Are you sure you want to delete this item will appear Select YES to delete the entry or select CANCEL to abort the deletion To change the duration days of the week or circuit to ring highlight the sched ule you wish to modity select the Edit button and make your change Click the Save button to save the change or click the Cancel button to return without changing the existing bell schedule DELETING THE HELL SCHEDULE Click the DELETE ALL button A pop up question box asking Are you sure you want to delete all scheduled items will appear Select YES to delete the entry or select CANCEL to abort the deletion PAYROLL TAB Get Punches At Login you are offered the option to download punches Pyramid recommends that you d
12. TIMER SCREEN appears Save in whatever drive you choose to use Change the file name to something easily identifiable such as myqb company if The name does not matter as long as the ending is if Click on SAVE You will get a message showing that your data has been exported successfully Minimize your QuickBooks Screen In either Microsoft Explorer or Notepad open the file you just created Go into either Explorer or Notepad Open the Drive you saved the file in Change the File of Type to ALL FILES Look for the if with the name you assigned Open the file In the export file you just opened look on the top line for the field called COMPANYCREATETIME Under that field name and slightly to its left is a 10 digit number This is your QUICKBOOKS COMPANY NUMBER Record your QuickBooks Company Number It will always be needed to perform the export Once this is complete click CONTINUE EXPORT and save any changes Congratulations you have successfully created and saved a QUICKBOOKS EXPORT file At this point you can go into QuickBooks and see that all of the hours will be assigned to the proper employees and you can go about processing payroll as you normally would 37 TIMETRAX PRO DEPARTMENT CODES 38 Department Codes allow employees to change Departments or Jobs throughout the course of a workday Department codes could be used when an employer wants to capture time by job and employee vs employee alone The employe
13. appear on this report EMPLOYEE DETAILS Click the Employee Details Icon to bring you to the EMPLOYEE DETAILS SCREEN covered in the initial TIMETRAX PRO SETUP WIZARD 20 TIMETRAX PRO IMPORTING EMPLOYEES FROM QuickBooks This section discusses how to import employees from your QuickBooks system to TimeTrax Pro to eliminate the double entry of employee information After you complete the setup of EMPLOYEE GROUPS you will be presented with the following screen 8 TimeTrax QuickBooks Link ES Click YES to continue Tabo Pr Calagurisg Click SYNC EMPLOYEES WITH QUICKBOOKS to continue ame lepra ico Tire amem lena FM Trax QuickBonke Link 4 2 0 Click LINK RULES to setup how the system will import your employees um werighipsd scare bo match Empires reopndr abe Polk ies Tine Ta ax Emporio resord icc Book cwn eras Atl alo ari ia A agian esv i ne After going through the LINK ae tg Seta fies ve bal quickbooks RULES discussed below click pss t START SYNCING EMPLOYEES WITH QUICKBOOKS 26 TIME amp ATTENDANCE SYSTEM link Kiles MATCH ONLY EMPLOYEE ID The import will only match Employee IDs Ve ANC UNIQUELY MATCH The import will do a ti cross reference on all employee data to ensure it Empleo 2 Social cab Murna Last Mama Firzi Hama First Initial kiddie Initial is correct Pyramid stron
14. includ ea la ed in EXPORT Fpa PTA PA Hobo Pad Select who is included in the epa aids Pap ama i EXPORT Choose either EMPLOYEE GROUP or o Eres pu Fa Par emg INDIVIDUAL EMPLOYEES Choose SETUP or CREATE E Sm EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected Setup Create Export E Fria a p a h me Prete iiion Export TUNE ProData will provide RATE CODES NN iis for this export Select the drive and location where you want the export file to be saved RES Click CONTINUE EXPORT and 5 ien Any Change SAVE ANY CHANGES to export and save the file where you selected Congratulations you have successfully created and saved a PRODATA EXPORT file You will need to contact ProData to obtain steps on how to import the file you created and saved into ProData software 32 TIME amp ATTENDANCE SYSTEM QuickBooks 2003 The following are instructions for setting up and using the QUICKBOOKS 2003 LINK EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your pay roll service provider It is also req
15. mdb Pyrpolmd mdb Pyrarchive mdb Pyramid ini Pyrexport mdb Pyramid bku If you cannot see the file extensions you may need to go to Tools Folder Options View and then make sure HIDE FILE EXTENSIONS FOR KNOWN FILE TYPES is unchecked These are your database files and contain all of your information Copy these files to the DATA folder on your desktop To do this select the first file and single left click so that it is highlighted hold the CTRL key on your keyboard and select the other 5 files Choose EDIT gt COPY and close out Open the DATA folder on your desktop and choose EDIT gt PASTE It is very important that you have all 6 files in your DATA file before moving forward Close out of all open windows Navigate to Control Panel and select ADD REMOVE PROGRAMS Locate TIMETRAX on the list and choose REMOVE e Once the program is removed navigate to My Computer C Program Files Pyramid and delete the PYRAMID FOLDER e Insert the Disk provided or download from the website and proceed with the install following all instructions and default selections e Once the new software is installed go to the folder on your desktop named DATA and choose EDIT gt SELECT ALL gt EDIT gt COPY All 6 files should copy over e Navigate to My Computer C Program Files Pyramid TimeTrax and choose EDIT gt Paste into the TimeTrax folder Choose YES TO ALL to replace the existing files e Open the TimeTrax software with your u
16. or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected Setup Create Export III x MORE PAYCHEX will provide BRANCH wena 8 8570 CLIENT ID and SITE SEQ and whether or not to send Rel hourly rate for this export les s i tty Fai Select the drive and location where you want the export file a E to be saved ricard Any Charged 555 EPR Click CONTINUE EXPORT and 6 ew Ary Changes SAVE ANY CHANGES to export and save the file where you selected PAYCHEX will provide you with the file name for this export Congratulations you have successfully created and saved a PAYCHEX PAYLINK EXPORT file You will need to contact PAYCHEX to obtain steps on how to import the file you created and saved into PAYCHEX software 31 TIMETRAX PRO PRODATA EVOLUTION The following are instructions for setting up and using the PRODATA EVOLUTION EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN Choose EXPORT A A Select PAY PERIOD to be
17. packaging of returned unit is not covered by this warranty Any repair to the equipment other than by Pyramid voids the warranty Users in countries other than the USA should contact the Dealer from whom the unit was purchased The rights under this warranty are limited to the original user and may not be trans ferred to subsequent users Extended Hardware Warranties are available by calling Customer Support at 888 479 7264 for more information LIMITED SOFTWARE TECHNICAL SUPPORT Pyramid warrants the software and provides technical support assistance for a period of 90 days from the date of purchase Extended warranties technical support contracts can be purchased separately through Pyramid Call Customer Support at 888 479 7264 for more information REGISTERING TIMETRAX PRO Please be sure to complete the product registration form enclosed in your shipment to activate your Technical Support Hardware Warranty or register online at www pyramidtechnologies com TIME amp ATTENDANCE SYSTEM TIMETRAX PRO PRODUCT LINE PART NUMBER TIMETRAX TERMINALS PART NUMBER BADGE SOFTWARE BUNDLE PART NUMBER SOFTWARE PART NUMBER SOFTWARE 41335 Badges 601 700 zy TIMETRAX PRO PART NUMBER SOFTWARE continued PART NUMBER WARRANTY amp SUPPORT E Modem Ethernet SQL Clients PART NUMBER HARDWARE ACCESSORIES PART NUMBER BELL amp CLOCK ACCESSORIES ao Bet Rnger 2400 OO O OSS O IC ET OOOO sm TAN E Tn EE CTN me Ea IC E
18. program When upgrading to SOL From A Single User Version or changing computers and you are using a USB interface with standard RS232 adapter you must disconnect the adapter prior to installing the SOL Server CD If you run the installation program with the USB connected the software will not be able to locate the time recorder s If this happens you must disconnect the adapter uninstall the software reinstall the software and then connect the hardware for the software to successtully locate the recorders Note When using serial TimeTrax terminals only the computer that has the Timelrax attached can download the punches When using ethernet TimeTrax terminals all computers can download the punches PLEASE READ THESE INSTRUCTIONS THOROUGHLY BEFORE ATTEMPTING THE INSTALLATION ALSO PLEASE KEEP YOUR CDs IN A SAFE LOCATION FOR FUTURE ACCESS TO THE SUPPORT FOLDER TIMETRAX PRO Included in your shipment you should have received 2 CDs one marked TIMETRAX SOL SVR and the other marked TIMETRAX SOL CLIENT If you purchased TIMETRAX separately you will have a TIMETRAX CD as well This TIMETRAX CD should not be installed when you are installing SQL Also it is important that you not install a Client CD on the same machine as the Server CD HOW TO SELECT YOUR SERVER TIMETRAX SQL SVR Install the Server Edition on the one computer that will store the database and respond to database access requests Please note the following before
19. record cannot be melched to a QuickBooks Employee record ALWAYS IMPORT When selected this option e Always export the Time Trax Employee record into will always import the QuickBooks employee into DinckBokr TimeTrax Pro without asking qe Sk bloro eeprting the Teno rax Emploi ricard inta ASK BEFORE When selected the system will always ask before it imports any employee into E Miner expri TimeTrax PRO NEVER EXPORT when selected the system will never export any employees from TimeTrax PRO PYRAMID STRONGLY RECOMMENDS USE OF THIS OPTION QuickBooks 24 TIMETRAX PRO ADP The following are instructions for setting up and using the ADP EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN Choose EXPORT EIL ci Select PAY PERIOD to be BE CIRILRM IO cater included in EXPORT 3 Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected
20. the CLEAR key to abort the entry and start over EEE rese E e If the employee number is accepted the green LED on the right side of the time recorder will flash the time recorder will beep and the LCD screen will xix go back to displaying the date and time 19 TIMETRAX PRO BELL SCHEDULES 20 TimeTrax accommodates bell scheduling for customers who have standard start end and break lunch times and want to program bells to ring at a specific time to notify employees at the appropriate hour up to 300 events The pro gramming is standard in the software however additional bell ringing hardware and bells are available through Customer Support at 888 479 7264 or by email at custsvc pti cc To program the bell schedule your time recorder must be connected successfully to your PC on the Initial Communications screen of the software Select BELL SCHEDULE from the Vertical Icon Bar To program the bell to ring select ADD In the time field use the up and down arrows to choose the time that you want the bell to ring and in the duration field choose the duration of the ring Durations are 0 5 seconds 1 0 seconds and in 1 second increments up to a maximum of 15 seconds Select the days of the week that you want the bell to ring Circuits The circuit selection indicates which circuits are to ring at the designated time The Time Recorder connected to the Pyramid 5300 bell ringer will automatically be Circuit 1 With the
21. the PC Connect the white 50 RJ45 cable fig D to the RJ45 DB9 adapter fig B and then connect the RS232 USB adapter fig C to the back of your PC fig A STEP II Test that Windows COM Port and DB9 are working properly e f the hardware is setup correctly you will need to connect the loop back plug included in the shipment to the DB9 that is plugged into your computer Click the Reconnect Button on your screen If the loop back plug is found it indicates that Windows the COM Port and the adapter are working properly IIa Test that the Cable is working properly e Unplug the white Cats cable from the TimeTrax Pro unit and from the back of the PC e Plug them both back in in the reverse order e f this still does not work replace the white cable with another Ethernet or Cats cable IIb If the LCD displays time and date test the Time Clock e First try unplugging the unit and letting it sit for a few minutes then plug it back into the wall socket e If it is still not connecting correctly you will need to reset the clock NOTE Resetting the time clock erases all stored punches To reset the clock unplug the unit and hold down the 0 key while plugging it back in If it does not connect at this point the clock needs to be replaced LS 2 de ES l Bs ES Step III Loop Back Plug Not Found e f the loop back plug is not found try connecting a USB to RS232 adapter Pyramid P N 41685 int
22. through the wall also mark the rectangular cable access cutout 2 If needed drill holes as marked for the four mounting screws and insert the anchors 3 If needed drill and or cut a hole centered in the rectangular mark drawn for cable access The hole should be big enough to allow you to conveniently route the cables through the wall 4 Screw the mounting bracket to the wall ATTACHING THE TIME RECORDER TO THE MOUNTING BRACKET e Push the time recorder onto the previ ously installed mounting bracket so that the four tabs on the bracket fit into the four matching slots on the back of the time recorder e Slide the time recorder downward until the locking tab clicks into place When properly mounted the time recorder cannot be slid up and off the bracket without using the wall bracket release key included to disengage the locking tab TIME amp ATTENDANCE SYSTEM DETACHING THE TIME RECORDER FROM THE MOUNTING BRACKET Hold the wall bracket release key included with the pointed end up and the diagonally cut side away from you Insert the key into the narrow slot on the bottom of the time recorder to the right of the cable access cutout Push the key all the way up into the slot The key will slide easily until the last 1 2 inch when some resistance from the locking tab will be felt With key fully pushed into the slot slide the time recorder up and off of the mounting bracket TIMETRAX PRO
23. 264 Clase Enter Key to unlock the feature and select VALIDATE 51 TIMETRAX PRO Modem Polling Control Panel The Modem Polling Control Panel is where the Modem Polling programming takes place and is located by first selecting MODEM POLLING on the menu bar and then selecting OPEN CONTROL PANEL from the pull down menu If you do not see MODEM POLLING on the menu bar select FILE and SHOW MORE MENUS and it will appear You can also access MODEM POLLING by selecting the Modem Polling Tab on the Vertical icon Bar Groups Tab Establishing Modem Polling Group s for Remote Sites Modem Polling Group is a remote location or a collection of remote locations that are polled on the same schedule by the Modem Polling Server Modem Polling Groups share scheduling information such as the time zone and dialing rules To enter the information for each Polling Group Groups Tab Retry Times Number Enter Name of attempts to redial of Group 4 a opa t mnr Penes aremote modem if Select correct 7 y w 34 the initial attempt is time zone from E unsuccessful drop down box E dB LC uu Retry Minutes Select The duration of Standard Daylight past as em I minutes between Savings Time attempts to redial or enter Custom the remote terminal Information if Sev necessary Di Ed Same Lic DR ar gg dad CR E oe EL New Group e Open Modem Polling Control Panel b
24. ANCE SYSTEM KEYPAD ENTRY Using the Keypad Punch records can be entered using the keypad on the time recorder if this has been enabled in the software in either of two ways Certain cards can be designated as supervisor cards in the program After a supervisor card is swiped the keypad is temporarily enabled and an employee number may be entered Additionally a range of numbers may be designated in the software as allowable for unsupervised keypad entry These numbers may be keyed in at any time See help on Supervisor Functions for details on setting up supervisor cards and unsupervised keypad entry in the software Supervised Keypad Entry e Swipe a designated supervisor card through the slot on the time recorder e If the supervisor card is successfully read the green LED on the right side of the time recorder will flash the time recorder will beep and the message Keypad will display on the LCD screen e Immediately use the keypad to type in an employee number and then push the ENTER key to create a punch record or push the CLEAR key to abort the entry and start over e If the employee number is accepted the green LED on the right side of the time recorder will flash the time recorder will beep and the LCD screen will go back to displaying the date and time Unsupervised Keypad Entry e Use the keypad to type in an employee number which is in the allowable range and then push the ENTER key to create a punch record or push
25. DB a24 c0eeepuees 4 39 40 47 58 60 73 79 Delete PUNCH escasas E TEE RP dS 22 Department Codes i5 saccos d de rs 38 Detail Pay History Report conin rro gs 25 Detailed Payroll Report 24 E us PEN EREEPRS Fes we 22 Emergency Punch Download 65 Employee Contact InfO sk rrr re n 29 Employee DELAS sas pasa c pres 14 Employee GOUD sure en ra 13 Employee Import 4 55 t te ey es 26 Enable Lunch Warnings cesses ens 13 i Li E Non a d s 58 EXDOLES pozos cios se TER 24 80 F i Rs 66 an A ues dE ene ees 9 Filter Out PUDCIIBS a capeta dada das 12 BESC NAO a c 0ns5 6200493 ss bia dna 14 Fourth Pith Special Pay a uus cs scu iran 20 G ill Lo cp m 29 Get Punches criada ae 21 65 66 Global Special Pay 20 02 ada 23 Grace WiNGOW 0 13 H Hardware o oo o o o 39 63 64 72 76 He use 14 Home PHONE 6 00 ues 14 FOU Pay Kite END inr e IRE es 14 Hours Summary Report sce 20 I Importing Employees from QuickBooks 26 seras rare rd rks 14 Inactive Employees iiis va 14 25 65 66 Initial Communication Form 9 0 sais 22 Installing the SOHWATE cisco Erie 7 8 IGttOQUCHOII gt erieooriprir td ne RR asi 9 1 NAMO 2 ai 14 Limited Hardware Warranty 76 LORRIE serasa nis vip PI d de 26 Log M WIBUOW acea a 95240 eor varo ER RA 9 Loop Back Plug rover 1 64 78 E nch RUS sosta es
26. E 78 TIME amp ATTENDANCE SYSTEM PART NUMBER BELL amp CLOCK ACCESSORIES continued SYSTEM CLOCKS 5200 12 Analog System Clock 12 Hour 5201 12 Analog System Clock 24 Hour 5224 12 Analog System Clock 24 VDC 12 Hour 5225 12 Analog System Clock 24 VDC 24 Hour 41354 2 5 Digital Clock White 41355 2 5 Digital Clock Black 41356 4 Digital Clock White 41357 4 Digital Clock Black DIG 9125B 2 5 Digital System Clock Black DIG 9125W 2 5 Digital System Clock White DIG 9140B 4 Digital System Clock Black DIG 9140W 4 Digital System Clock White 79 TIMETRAX PRO INDEX 7 7th Day Worked Overtime lt 22 v ere 13 A DOM asa asa A eee ee aaa es 14 ADE C ee 28 Advanced Employee Groups 15 DOC kENE a 14 ADPDIONE ppa e aka had ede ars 22 AFIChIVE REPOS 12356546 dis dir naar esa 20 Assert Global Special Pay 23 Attendance 0 a ars 24 se 22 Automatic Bae RUD uaa dapib hh dH RR tna 16 B O o a dE SA 16 BEM SCHCCUICS cose 259433 ds 20 21 C Cable If stallat Of 552i dedo rh PER es 4 COO REDOT swap ecg ea arate ean ease ae 24 Category OUR o oe dnas ORE Cc eX aa 11 COMPO quests pre da a 4 50 63 64 Contisute IAD usada ERE ess nego 16 Contact IHIOFIBJDOIT sacs sas ro roe reas 25 D Daily OVINE as can carros ryan 12 Date TOI T PE 16 Date NIMC PCR 16 Daylight Savings Time 2222s co 16 62 65
27. ESS PROFITS BUSINESS INTERRUP TION LOSS OF BUSINESS INFORMATION OR ANY OTHER PECUNIARY LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THE TIMETRAX PRO SOFTWARE OR THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES EVEN IF PYRAMID TECHNOLOGIES LLC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN ANY CASE PYRAMID TECHNOLO GIES LLC S ENTIRE LIABILITY UNDER ANY PRO VISION OF THIS EULA SHALL BE LIMITED TO THE AMOUNT YOU ACTUALLY PAID TO PYRA MID TECHNOLOGIES LLC FOR THE TIMETRAX PRO SOFTWARE OR SERVICE THAT DIRECTLY CAUSED THE DAMAGE BECAUSE SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY THE ABOVE LIMITATION MAY NOT APPLY TO YOU Pur4 mid Time Keeping Made Simple TIME amp ATTENDANCE SYSTEM TABLE OF CONTENTS Wa SIA IS DOS Arr aa iia eae eee ae 1 Minimum SY SCCM Require Die Hl saco ral ar adde aae ce toto ae rae ed 1 Installing Time Recorder amp Mounting Bracket 5 2 Detaching Time Recorder from Mounting Bracket oo oooooooomo o 3 Seal Cable Tas SD 4 IDUOQUEHOR E EE E E A 0 0 EES 5 9 Usma fne Time 00110 4 25 02 0730220000 6 rs oss sandro 0000000000 0000000 6 Insralhng the 0 016 soos er EDS UTE Gar pc ae dee Loc In DOO as nero pone coa epee eto vee es eee dues ene se SETS 9 Initial Communication Form easi 46 9 Tune Dax DIO Spa ass pub Er 0 10
28. Group name is entered into a cell by double clicking the left mouse button on a cell clicking the right mouse button on a cell or by highlighting a cell and then clicking the SET GROUP TO DIAL menu bar option When the user takes any of these actions a pull down menu appears which lists all of the define group names as well as an option to clear the cell After selecting an option from the pull down the user clicks on either the SAVE or the CANCEL button to complete the entry Entries can be made in multiple cells simultaneously by highlighting a group of cells to be changed and clicking the SET GROUP TO DIAL menu bar option The user s choice from the pull down will be reflected in all highlighted cells Groups of cells can be highlighted in four ways 1 Hold down the left mouse button and drag the cursor across the table 2 Click an hour cell on the left to highlight that hour time slot for the whole week 3 Click a day cell at the top to highlight every time slot for that day 4 Click the cell marked LOCAL TIME to highlight the entire table Cells and blocks of cells can also be cut copied and pasted using the EDIT menu bar option or the standard Windows Ctrl X Ctrl C and Ctrl V keystrokes 55 TIMETRAX PRO 56 Starting the Modem Polling Server In order to poll punches either via the Polling Schedule or the Poll Punch but ton the Modem Polling Server must be running The Modem Polling Server should be running continuousl
29. ICON BAR Get Local Punches i 7 Get Folling Punches Punch Citas Le Payroll Details 7 22 Workdays Absence A Reports Exports e Archive Reports m Employes Detads PAYROLL TAB The working Vertical Icon Bar where daily transactions occur 8 Keypad Punches Department Codes a9 Employee Groups tam E E Payroll Groups e Bell Schedule SETUP TAB Operational setup handled initially through the wizard TIME amp ATTENDANCE SYSTEM Set Date and Time Control Panel 3 a E Preferences p Start Server Stop Server T jd TimeTrax Security E D All Locations P Time Source amp Syn CONFIGURE MODEM TAB Normal POLLING one time setup TAB OPTIONAL for systems with Modem administration Polling upgrade These Icons can also be seen on the top menu bar by selecting FILE Show More Menus 15 TIMETRAX PRO Date Time Setup This is the screen in PT which you will make any adjustments aoe necessary to the TimeTrax Pro date and cassino sd sm ee a time as well as Daylight Savings Time ane settings xe I Ha one Preferences This is the screen in which you will define the preferences for your system settings Click SAVE and EXIT button when completed AI xi oue Time Dig Fo FORCE TEXT TO UPPER uim CASE Select this option if you want EE all text entries to be UPPERCA
30. ICON BAR and click on the VIEW INACTIVE EMPLOYEES TAD so those punches will not come through as unassigned e If you re assigned a card number to a new employee all punches from both the previous and new employee will go to the card number You will need to manually review the duplicate card number and determine which punches should be deleted Pyramid does not recommend reusing a card number for at least 3 pay periods 2 E ee m m w e Click VIEW INACTIVE EMPLOYEES 65 For each employee go to edit button and uncheck the INACTIVE check box located under HOURLY PAY RATE From the PAYROLL ICON on the VERTICAL ICON BAR click GET PUNCHES Press the F12 key on your keyboard and the screen below will appear Click EMERGENCY DOWNLOAD ALL STORED PUNCHES Once the emergency download is complete make sure you go back and make the employees that you activated inactive again 3 En Click HIDE THE INACTIVE EMPLOYEES Tab Note Pyramid highly recommends the use of surge protectors to prevent data loss In the event that you are in an area where power surges are common Pyramid recommends the use of a battery backup system 2 da ES Bs ES In the event that you cannot recapture your data using these methods please contact Pyramid for additional support Moving TimeTrax Pro From One Computer to Another e Reload your TimeTrax Pro software as s
31. ING REMOTE MODEM INSTALLATION Terminal with External Modem 5050 MODEM POWER TIME PHONE IN READY CLK PC LINE POWER 345 BI PARTS REFERENCE A TimeTrax Terminal E 5050 External Modem B RJ45 into 5050 Modem E Standard 115v Power Outlet Time CIK White Cable G TimeTrax Terminal C RJ11 Standard Inwall Internal Modem Phone Jack Must Be Analog H AC Power Supply D RJ11 Cable Phone Line 49 TIMETRAX PRO PLEASE READ THESE INSTRUCTIONS THOROUGHLY BEFORE ATTEMPTING THE INSTALLATION Introduction TimeTrax Modem Polling is a powerful tool that allows users to download punch records from multiple TimeTrax Recorders sited at remote locations Transmission of data is done via analog phone lines and internal and or external modems Pyramid recommends that you have a dedicated analog phone line for each TimeTrax terminal for use by the Host Modem to dial in and retrieve punches from the remote terminal locations Included in your shipment P N FTPOL you should have received 5050 external modem P N 5050 Adapter RJ45F to DB9F P N 41400 and Black Cable P N 41539 to connect to your Host PC To unlock the Modem Polling Feature in your software see Activating the Modem Polling Feature later in this manual Installing the Host Modem See diagram on page 48 Connect the TimeTrax Recorder to the PC Option 1 PC has an available Serial 9 pin COM Port Connect the white 50 RJ45 cable to the RJ45 DB9 a
32. In Form When this box is checked it will speed up access to the TimeTrax program Whenever the down load of punches occurs TimeTrax will automatically search for time recorders Mudel Peh ca Successful Connection Click OK to continue TIMETRAX PRO TIMETRAX PRO SETUP WIZARD 2 Welcome to TimeTrax e x Your TimeTrax Time and Attendance System is an extremely easy to use system featuring a Plug amp Play installation that can seemlessly grow with your company from a single terminal to a multi terminal system The TimeTrax system can also optionally include synchronized wall clocks and bell horn systems This TimeTrax software comes with many features such as variable pay rates and pay periods and can export to most pavroll systems Click YES to continue To begin using TimeTrax a Payroll Group must first be created Do you want to create a Payroll Group now i No Later No Never PAYROLL GROUP SETUP 10 Payroll Groups categorize how groups of employees are paid As an example Sales Department employees are paid monthly and Production Department employees are paid bi weekly Sales and Production would be two different Payroll Groups If your company pays all employees on the same schedule you should have only one payroll group It is important to note that once an employee is placed in a Payroll Group they cannot be moved to another Payroll Group You will need to make the employe
33. ORT Then select the REPORT you want to run A B ML I l Select PAY seres a PERIOD to be 3 included in IE a ARO Pee eee aes O e pus SEES REPORT tinea n tan t E Select who chen is included in the REPORT O b Wer Mum fs us Choose either a EMPLOYEE CREATE REPORT GROUP or um j INDIVIDUAL M EMPLOYEES Payroll Report Shows total regular overtime special hours worked including wage information for the selected PAY PERIOD Time Card Report Shows individual punches special pay and running totals of regular and overtime hours worked for the selected pay period Comments input by user on PUNCH DETAIL screen will appear on this report if selected Attendance Report Shows absenteeism and missed punches for the selected pay period for TODAY YESTERDAY or the SELECTED PAY PERIOD Punch Report Shows the first IN and last OUT punch for a selected pay period for TODAY YESTERDAY or the SELECTED PAY PERIOD Detailed Payroll Report Combines the PAYROLL REPORT and TIME CARD REPORT Comments input by user on PUNCH DETAIL screen will appear on this report if selected Card Report Shows CARD NUMBER and the EMPLOYEE NAME the card is assigned to Card Report Comprehensive Shows CARD NUMBER and the EMPLOYEE NAME the card is assigned to as well as the employee status Employee Card Report Shows the EMPLOYEE GROUP NAME EMPLOYEE NAME EMPLO
34. Pur4 mid Time Keeping Made Simple 45 TO PLACE AN ORDER CALL 866 487 4751 OR VISIT WWW TIMECLOCKEXPERTS COM Time trax po Time and Attendance System REFERENCE GUIDE TIME amp ATTENDANCE SYSTEM Time trax pro REFERENCE GUIDE TIMETRAX PRO TIMETRAX PRO PRODUCT amp SOFTWARE LICENSING AGREEMENT Copyright O 2001 2006 Pyramid Technologies LLC Portions of this program Copyright O 1991 2005 Microsoft Corp Portions of the report generation software are distributed under a licensing agreement with Data Dynamics Ltd Portions of this program Copyright O 1994 2000 eHelp Corp All rights reserved Portions of this program Copyright O 1990 2005 Info ZIP and distributed under license dated 2005 Feb 10 Portions of this program Copyright 1999 vbAccelerator com and distributed under their Software License Version 1 0 dated 2002 This product includes software developed by vbAccelerator http vbaccelerator com Warning This computer program is protected by copy right law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law END USER LICENSE AGREEMENT FOR TIMETRAX PRO TIME RECORDER amp SOFTWARE MANAGER IMPORTANT READ CAREFULLY This Pyramid Technologies LLC End User License Agreement EULA is a leg
35. SE etae D Digit ng l ai i E id DISPLAY RUNNING TOTALS RR SCR baeas ii IN PUNCH DETAILS GRID em Apprenti ui Electo Feel Becas Dur Select this option if you want to see cumulative totals in the Punch Details Window live and En ENABLE WORKDAYS SETUP AND TRACK ABSENCES Select this option if you want to have Set Workdays setup and Absences reported DATE FORMAT The format in which you want the date displayed in the software as well as on reports ALLOW AUTOMATIC APPROVAL OF SELECTED PAYROLL RECORDS DURING TIME TOTALS FORMAT The format in which you want the times displayed in the software as well as on EXPORT Select this option if you reports want to have payroll records automati cally approved during exports NOTE Pyramid does not recommend this TIME OF DAY FORMAT The format in which you want the hours displayed in the software as well as on reports AUTOMATIC BACKUP This is the screen in which you will enable automatic backups for use when you exit the system This will create a file and save it to a specified location of your choice TIME amp ATTENDANCE SYSTEM ACTIVATE AUTOMATIC BACKUP P fettanto at Baca on gt Select this option to turn on automatic backups o tai m BROWSE Click this button to find the location where you would like to store the backups AA NOTE This can be on a network drive o O NNI BACKUP NOW Immediat
36. YEE ID and all cards assigned 24 TIME amp ATTENDANCE SYSTEM Employee Contact Information Shows NAME ADDRESS HOME PHONE and WORK PHONE Employee Seniority Report Shows EMPLOYEE NAME ID NUMBER HIRE DATE and DAYS EMPLOYED You can sort by either 30 60 90 or 410 DAY BANDS or BY NAME or BY DATE HIRED ARCHIVE REPORTS Once a payroll record is approved it is placed in Archive Archive Reports allow you to run reports from the date TimeTrax Pro was installed up to and including the current date Select who is included in the REPORT Choose either rn EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Select the dates you want START END DATES cross Y included in the REPORT MN SEC ACTIVE INACTIVE E EMPLOYEES 2 E Select just active or active and inactive to appear on REPORT Choose REPORT Pay History Report Shows a history of total regular overtime special hours worked including wage information for the selected PAY PERIOD Hours Summary Report Shows a history of total PAY CATEGORY hours Attendance Report Shows a history of absenteeism and missing punches Detail Pay History Report Shows a history of the combined PAYROLL REPORT and TIME CARD REPORT Comments input by user on PUNCH DETAIL screen will appear on this report Detail Pay History Report w o Comments Shows a history of the combined PAYROLL REPORT and TIME CARD REPORT Comments input by user on PUNCH DETAIL screen will not
37. al agreement between You either an individual person or a single legal entity who will be referred to in this EULA as You and Pyramid Technologies LLC for the Pyramid Technologies LLC TimeTrax Pro Time Recorder amp Software Manager that accompanies this EULA including any associated media printed materials and electronic documentation the TimeTrax Pro software The TimeTrax Pro software also includes any software updates add on compo nents web services and or supplements that Pyramid Technologies LLC may provide to You or make available to You after the date You obtain Your initial copy of the TimeTrax Pro software to the extent that such items are not accompanied by a separate license agreement or terms of use By installing copying downloading accessing or oth erwise using the TimeTrax Pro software You agree to be bound by the terms of this EULA If You do not agree to the terms of this EULA do not install access or use the TimeTrax Pro software in such event the original purchaser may however return it to the place of purchase within thirty days of the date of original purchase for a full refund TIMETRAX PRO SOFTWARE LICENSE The TimeTrax Pro software is protected by intellec tual property laws and treaties The TimeTrax Pro software is licensed not sold 1 GRANT OF LICENSE This Section of the EULA describes Your general rights to install and use the TimeTrax Pro software The license rights describe
38. an be a workaround A tool for this can be DeviceInstaller from Lantronix obtain able at http www lantronix com device networking utilities tools device installer html Also the XPort has a web interface that provides access to its settings including the ability to set the static IP address It is the customer s responsibility to determine the IP address it presently uses Note A static IP setting of 0 0 0 0 brings it back to the DHCP Self Assign mode It is recom mended that any manipulations you do to the module be done on an iso lated tiny independent network of one computer one switch or router and one Time Recorder Pyramid cannot support the connection if you choose this option 0 A E ee m Wi e Ensuring a Good Connection Your hub router switch should indicate a connection on the port where the Time Recorder is connected There is a green LED on the XPort that should light up when the connection is made Ensure that the cable used to con nect the Time Recorder is good Try this power up sequence hub wait a minute computer wait until fully booted Time Recorder wait three min utes Then try to contact it with the Lantronix software 73 LS 2 da W l ES Connecting The Ethernet Time Recorder Via A Serial Port Ethernet Time Recorder clocks are equipped with an RS 232 serial connec tion identical to the one used in the standard Time Recorder If
39. ation Using the Modem Polling Schedule Table The Modem Polling Schedule Table is a 24 x 7 matrix with a row for each hour and a column for each day of the week Each cell in the table represents a one hour time slot If the name of Polling Group is entered into a cell the Modem Polling Server will download punch records from each active location in that group during the hour represented by the cell Show Sat Sun or Show Mon Tue Only five days are displayed at any given time The display can be toggled between Monday through Friday and Wednesday through Sunday by clicking on the SHOW SAT SUN or SHOW MON TUE menu bar respectively Schedule Options Clicking on the Schedule Options menu bar allows access to table display fea tures and sets up the local time information on the host The checkbox labeled USE COLORS IN LOCAL TIME column allows the program to use multiple colors in the background of the LOCAL TIME column when checked 54 TIME amp ATTENDANCE SYSTEM The TIME FORMAT selection allows times to be displayed in either 12 or 24 hour format The SET LOCAL TIME ZONE DAYLIGHT SAVINGS TIME Button sets up local time information on the host computer e Select the appropriate local daylight savings time DST schedule e For custom Daylight Savings Time DST select the month of the year and the Sunday of the month on which DST starts and ends e Click the OK box at the bottom of the form Schedule Table A Polling
40. bar and select SHOW DIAL LOG from the pull down menu 3 Click on the GROUPS tab in the Control Panel Click on the SHOW DIAL LOG button at the bottom of the form ou TIMETRAX PRO TIMETRAX ETHERNET TIME RECORDER This product requires a network that has a DHCP server and that the server is enabled The clock will automatically locate the DHCP and the DHCP will assign an IP address to the clock The clock s and its corresponding IP Address will be displayed on the Initial Communications Screen upon login Also the computer and all Time Recorders must be on the same subnet DO NOT PLUG IN THE POWER CORD UNTIL THE SOFTWARE IS INSTALLED AND THE ETHERNET CABLE IS CONNECTED PROPERLY TO THE TIME RECORDER Note If you plug in the power cord first the correct IP address will not be found and the software will not recognize the clock You will have to disconnect the power and wait approximately 1 hour before attempting again INSTALLATION INSTRUCTIONS It is important when installing your Pyramid TimeTrax Recorder s that you follow the instructions below in the order listed to make sure that the system locates the correct IP address and functions correctly 1 Install the TimeTrax software to the designated computer s Exit the TimeTrax software 2 Mount each Time Recorder according to the mounting instructions located in this manual 3 Plug the Ethernet cable that connects to your network into the Cats jack of each Tim
41. ben Pis FTSQUSVR F ato ras nan T dens Tom ot Mn q ani mn tT no toni m Li ILL se us k Ad ui Cu siga LLI ek p fp o e E timi gt s o Quieren cm 0 X LE CC ET A description of and e Sm ds ia pa LA use for each folder Support pene ie within the Support e Ta folder is described z O io o ne in more detail on the RUE d 5 followin age pm EL 2 n dis Li aimes ii IPO led nie comu 70 DataDynamics ActiveReports 2 Execute when TIMETRAX reports are not printing correctly JET and MDAC Execute MDAC first and then JET order specific when you receive any error message relating to database issues MSXML 3 0 SP1 The XML Processor needed for the QuickBooks 2003 Link to run QB Begin Session Diagnostic May be used to help troubleshoot QuickBooks linking issues Serial Port Tester Tests the validity of the computer serial port if TIME TRAX cannot locate the time recorder and troubleshooting efforts point to the Serial Port as the issue W2KSP4 Windows 2000 Service Pack 4 upgrade MSDEInstallFolder zip Contains the MSDE installer that may be unzipped and executed manually if the computer that you have selected as the Server also contains another program that uses MSDE Use when you get an error at install advising you of this Note Execute MSDESetup exe not setup exe PyRmt exe Pyramid file allowing for remote communica
42. ch records display the Polling Locations Form from this location Include 1 the area code for a long distance e Click the NEW LOCATION button call and or o if dialing from a at the bottom of the form PBX system Type in a name for the location Enieran ectensionmumberin e Select the group from which the the EXTENSION box if dialing a location is a member in the location that is connected to an pull down menu extension otherwise leave blank e Click the OK box at the bottom of the form 93 TIMETRAX PRO Schedule Tab The Modem Polling Server can automatically contact groups of remote locations to download employee punch records based on a schedule setup by the user The Schedule Tab is where the polling schedule is set up It contains a Schedule Table in which the user can set the days and times that each group will be polled to retrieve punch data Programming a modem schedule is optional If you do not wish to set automatic scheduling you can download punches from the local or remote terminals at any time from the Modem Polling Menu or Vertical Icon Bar hedul Day Display Conbrul Panel alc xj E pde Sos atar Schede Options T Heb Schedula Pra f Monday Tuesday Wednesday Thursday Friday Schedule DENE Tab DENM Tm re Tano re Schedule dua Fini Time E Eeg fartas god bs FEM Geiom Tera Deep Sm Tom a tes Schedule Options Screen Host Time Inform
43. ck ENABLE if you wish to use Pay Interval Rounding Divides each clock hour into intervals of 5 6 10 or 15 minutes The software automatically edits the punch time so that it is set to the start of the interval that contains the actual time For example at 5 minute inter vals 7 02 AM becomes 7 00 AM and 7 07 AM becomes 7 05 AM Leave box unchecked for No Pay Interval Rounding Filter Out Punches Closer Than This will eliminate duplicate punches within a user definable time i e If an employee goes to the time clock and punches their badge forgets that they punched it and punches again this filter will automatically eliminate the second punch if it is within the filter time defined Pyramid recommends using 90 seconds TIME amp ATTENDANCE SYSTEM ADVANCED EMPLOYEE GROUPS SETUP Employee Groups Advanced can be used when the standard Employee Groups is not sufficient for an organization Shift Rounding Prevents unau am wwe 8 gt gt thorized overtime You can enter a A L 7777 the number of minutes prior to i tiem A and following the end of each shift o P fF 9 Ft that overtime will not be paid EA MH Punches made during this period gt teses will display the actual punch time however calculations will include the additional time To authorize the punch and pay overtime for these punches simply edit the punch and save it This action will override the Shift Rounding r
44. computer and in the standalone mode Standalone means that the database is not available over the network but only to the user running it on the machine that hosts it Server To disallow access to the TIMETRAX database over the network make sure that the TIMETRAX program is closed on each Client terminal Then right click on the TIMETRAX Network Agent icon blue pyramid in the system tray on the lower right corner of your screen Select Exit The icon will disappear from the tray and restrict communications with the Client s To turn it back on double click the TIMETRAX Network Agent icon on your desktop The blue pyramid icon will return to the system tray and the Client s can access TIMETRAX from their terminals Alternatively the TIMETRAX Network Agent can be started and stopped with the Windows Task Scheduler See Running TIMETRAX Network Agent as a Background Task DATABASE INFORMATION 44 The TIMETRAX database under SOL Server is the SOL Server Instance PYRTECHDB PYRTECHDB is comprised of six files stored at C Program Files Pyramid Data MSSQL PRTECHDB Data The files are named as follows 1 PyramidTIMETRAX mdf 4 PyramidTIMETRAXArchive ldf 2 PyramidTIMETRAX ldf 5 PyramidTIMETRAXExport mdf 3 PyramidTIMETRAXArchive mdf 6 PyramidTIMETRAXExport ldf TIME amp ATTENDANCE SYSTEM Running TIMETRAX Network Agent as a Background Task The TIMETRAX Network Agent must be running to allow database access over
45. ct the punch record is stored in a second place the PC USING EMPLOYEE CARDS 1 Insert the employee card at the top of the slot on the right side of the time recorder The card must be held with the magnet ic stripe to the right and the card firmly in the slot 2 Rapidly pull the card down through the slot If the employ ee number is successfully read the time recorder will beep and the card number will be displayed briefly on the screen 3 Keypad entry of employee numbers can be done in lieu of employee cards TIME amp ATTENDANCE SYSTEM INSTALLING THE SOFTWARE TimeTras Pra Irt allshield Wizard Welcome to the installshield Wizard or Vine Trace Pro Lidia inia Mar ca Click NEXT to continue WARMING Th program E protected by bre and iri esi risen d Eri TimeTras Pro Installshield Wizard License Agreement Pee red Uus Pola ore agreement corebuly Time Trax Time Recorder amp Bell Schedule Management Software Copsnght 2001 2006 Pyramid Techsologes LLC To accept licensing agreement click Peetians of this program Copynght 1971 303 Microsoft Corp Portones of the report gemersiion software we driributed under a Bcenzing az nt NEXT to continue with Dais Enymanic s Ltd Pe nal accepl the Ee in the 85 agreement a 5 im Time Tras Pra Iret Hihid Wizard Custorner Information Please enber ur ier
46. cting to 5050 Modem plug the supplied RJ 11 phone cable into the port labeled PHONE LINE and plug the other end into the analog phone outlet designated for the TimeTrax Recorder Attach the modem to the TimeTrax Time Recorder by plugging the RJ 45 flat cable into the port on the modem labeled TIME CLOCK Make sure the connec tor clicks into place Attach the cable from the supplied 18vac transformer to the modem port labeled POWER IN Plug the transformer into a wall outlet or surge protector recommended When power is supplied to the modem the LEDs labeled POWER and READY will light up If connecting to TimeTrax with internal modem connect the RJ 11 phone cable into the port labeled Phone line and the other end into the analog phone outlet designated for the TimeTrax Recorder Plug the transformer into a wall outlet or surge protector recommended When power is supplied to the modem the LEDs labeled POWER and READY will light up Activating the Modem Polling Feature To activate your Modem Polling Feature from the TimeTrax Toolbar select UPGRADES and then FEATURES Highlight Modem Polling Option and select INSTALL FEATURE MODEM POLLING OPTION Meri iure 1 iimn Trim d rH n F Highlight MODEM POLLING Option Select INSTALL FEATURE Part Humber ETFOL Description Modem Bolling option gt To get a key call key Pyramid Customer Serial Humber 053122595 mmm 7 Support at 888 479 7
47. d in this section are subject to all other terms and conditions of this EULA General License Grant to Install and Use TimeTrax Pro software You may install and use one copy of the TimeTrax Pro software on a single computer but only for use in the number of written language s that You selected at time of first installation and in which You have acquired rights You can share a copy of the TimeTrax Pro software installed on a common build test machine provided that You or Your entity has pur chased a single license for that common build test machine and each developer using it has a license TimeTrax Pro software is an exception to this clause and may not be shared A license for the TimeTrax Pro software may not be shared Redistributable File s Notwithstanding the terms of this EULA to the contrary certain of the executable files of the TimeTrax Pro software may be redistributed by You to the extent required for the permitted operation of the application s software installation code created by You while using the TimeTrax Pro software The redistrib utable file s are limited to those specifically identified as Redistributables in the media printed materials and online or electronic documentation accompanying the particular embodiment of the TimeTrax Pro software 2 DESCRIPTION OF OTHER RIGHTS AND LIMITATIONS Limitations on Reverse Engineering Decompilation and Disassembly You may not modify reverse engineer decompile
48. d n 90 Sara itr cp ar Tm Hrs amed Click OK Step 3 Open Run the Pyramid TIMETRAX Program by double clicking on the desktop icon A small window will flash quickly displaying the message Starting Microsoft SQL Server Note TIMETRAX Login Standalone must show on the title bar The TIMETRAX application will do the required database initializations only in the Standalone mode d Time rrax yo E earch fus Ties Becirder You will enter ADMIN into the User Name and PTI into the Password fields to log into TIMETRAX The following screen may come up prompting you to call Pyramid Technologies and provide the Serial Number shown to Customer Support Customer Support will then provide you with a key number to activate the program Once the key is entered click VALIDATE Double click on the Pyramid TIMETRAX Program Enter Key Number Validate Step 4 Follow the TIMETRAX Setup Wizard or refer to your TIMETRAX manual for assistance Once you have setup your company on the Server exit the TIMETRAX system You are ready to install the Client CD on the additional computers Step 5 TIMETRAX SOL CLIENT Install the Client Edition onto all other computers that payroll may be viewed or processed 42 TIME amp ATTENDANCE SYSTEM To allow access to the TIMETRAX database over the network make sure that the TIMETRAX program is closed on the Server Then double click on the TIMETRAX Network Agent icon on the S
49. dapter This will then connect to the back of your PC Option 2 PC only has a USB port Connect the white 50 RJ45 cable to the RJ45 DB9 adapter and then connect the RS232 USB adapter to the back of your PC Important Note Once you connect the 5050 Modem to your PC it becomes a Host Modem The Modem Polling Software shuts off the ability of the modem to receive any phone calls It can never perform the function of a Receiver Modem without a manual reset For more information on Resetting Receiver Modem see TROUBLESHOOTING at the end of these instructions Connect the 5050 Modem to the PC Plug the 9 pin female connector end of the RJ 45 to DB9 connector into the seri al port on the back of the PC Plug the RJ45 black cable into the DB 9 to RJ 45 connector and the other end of the RJ 45 into the Time Clock port on the modem Plug the RJ11 phone cable into the port on the back of the modem marked Phone Line and plug the other end into a phone outlet Plug the sup plied modem power transformer into a wall outlet or surge protector and the cable from the transtormer into the connector labeled Power on the modem TIME amp ATTENDANCE SYSTEM Installing Remote Recorder s and Modem s See diagram on page 49 TimeTrax Time Recorders installed at remote locations must be connected to a phone line through a Pyramid Model 5050 external modem or installed directly to the TimeTrax Time Recorder if it was purchased with an internal modem If conne
50. e zu however internal crystals experience fluctuation EZ me by gaining and losing time SUPERVISOR FUNCTIONS NOTE This option will only show if the Keypad used for Punch Entry has been selected under ADVANCES SET UP PREFERENCES This function will be used to set up the supervisor cards With these cards the supervisor will have the capability to enter a swipe into the recorder whenever an employee forgets to punch in The supervisor can only enter the swipe for the current time The administrator will still have to make the change to the PUNCH DETAILS to have the time show correctly The field for the CARD NUMBER only holds two digits The employer should select a range of cards that will be dedicated to Supervisor Cards and do not allocate those numbers to anyone else An employee designated to have a Supervisor Card should use that card only in a supervisory function If that supervisor is an hourly employee the Supervisor Card should be separate from his or her own employee swipe card To enter the swipe when an employee forgets to punch in 1 Swipe the SUPERVISOR CARD through the Time Recorder 2 Enter the card number of the employee who forgot to punch 3 Make sure you let the administrator know about the punch and what the correct time was supposed to be so the correction can be made SETUP TAB Employee Groups and Payroll Setup is addressed in initial TimeTrax Pro Setup Wizard 18 TIME amp ATTEND
51. e Backup APPLY Click after screen changes TIMETRAX SECURITY RESTORE FROM CURRENT BACKUP o Restores system database from the backup you This is the screen in which you will set just created User Names and Passwords as well as RESTORE FROM PRIOR BACKUP Restores se curity for anyone that logs into the system database from a backup previously created TimeTrax Pro Software The number of users is unlimited NOTE Pyramid strongly recommends you create a user name and password immediately for data security USER NAME Enter the desired login name ooo T PASSWORD Enter the desired password for this o A user USER LEVEL Enter the desired User Level Levels are explained below rar aeree a am DISABLE WAGE ACCESS select this option if ea 3 you do not want this user to be able to view or change any wage information READ ONLY Select this option if you only want to give this user READ ONLY access to the database DISABLE EMPLOYEE NOTES select this option if you do not want this user to have access to USER LEVELS the notes information in the Employee Details Screen Restricted These users can only access the following Punch Details Payroll Details Employee Details Assert Global Pay Viewing Options Date Time Setup Form Reports Exports and Retrieve Punch Data Regular These users can access all of the Restricted Users areas and the follow ing Supervisor Functions Preferences Bac
52. e any and all prior versions of the TimeTrax Pro software and any and all of Your rights therein if any Support Services Pyramid Technologies LLC may provide You with support services related to the TimeTrax Pro software Support Services The provision and use of Support Services is gov erned by the Pyramid Technologies LLC policies and programs described in the TimeTrax Pro soft ware user manual and or in online documenta tion Any supplemental software code provided to You as part of the Support Services shall be consid ered part of the TimeTrax Pro software and subject to the terms and conditions of this EULA With respect to technical information You provide to Pyramid Technologies LLC as part of the Support Services Pyramid Technologies LLC may use such information for its business purposes including for product updates and development Termination Without prejudice to any of Pyramid Technologies LLC s other rights Pyramid Technologies LLC may terminate this EULA if You fail to comply with the terms and conditions of this EULA In such event You must destroy any and all copies of the TimeTrax Pro software and all of its component parts 3 UPGRADES and SUBSCRIPTION If the TimeTrax Pro software is labeled or otherwise identified by Pyramid Technologies LLC as an upgrade or subscription You must be properly licensed to use a product identified by Pyramid Technologies LLC as being eligible for the u
53. e inactive in the first Payroll Group and enter them into the new one Ires mma a ris ides ome r Parm irem pm Pe Hg Pab Pe l da do E T mitem ird ae pr nn Click the ADD ltd button to start mint mer e DI ZR RES NES Ad TIME amp ATTENDANCE SYSTEM Select your Pay Period Port cree Note Hourly employees paid on a Monthly and Semi Monthly basis could accrue overtime in one Pay l s 4 Period that is applied to the next we tts Select the day that your Pay Period starts on 7 1 3871 Select the time to begin the new Cievent UUS HARO Ral Pravin 8 tors hie rm li O Tii O LE diee Pay Period The time selected should be after the zzz Ez last out punch of the previous pay period and before the first in punch of the current pay period Click SAVE Once saved click on to continue SETUP PAY CATEGORIES PAY CATEGORIES SETUP Pay categories are classifications of employee hours Click EDIT to begin PAY CATEGORY Predefined classifications of employee hours Holiday Other Overtime 1 5 Overtime 2 Regular Sick Vacation RATE MULTIPLIER The rate at which the Pay Category is paid i e Holiday would be rate multiplier 1 if the employee is paid regular rate for the day If AN you choose to pay time and a half the rate n ADD allows access to the scree mul
54. e s will swipe when leaving each position and again when starting under a new department Department codes are not a standard feature on all models but can be purchased separately by calling Pyramid at 888 479 7264 You can access the Department Code feature via WORK RULES on the vertical icon bar You must select the box ENABLE DEPARTMENT CODE ENTRY AT THE TIME RECORDER S in order to use this feature Select ADD and assign a numeric code maximum 4 digit for each department Enter a text description for each department Select Save and enter the remain ing department codes Next go to employee details and assign a primary depart ment code for each employee in the DEPT field If you have department codes activated when your employee clocks IN and OUT their default department code will populate Use the keypad to select the appropriate department Select to activate feature E Add Save TIME amp ATTENDANCE SYSTEM SOL HARDWARE INSTALLATION SERVER COMPUTER CLIENT COMPUTER CLIENT COMPUTER CLIENT COMPUTER IMPORTANT Software must be fully installed PRIOR to connecting the hardware 1 Install SOL Server CD onto the PC that will act as the Server Close out of the program 2 Install DB9 and USB adapter to the computer that will act as the Server 3 Attach the RJ45 cable to the DB9 adapter 4 Run the cable to the terminal 5 Install SOL Client disk on all PCs that will run TIMETRAX
55. eTrax labeled Ethernet DO NOT ATTACH THE POWER CORD YET 4 Attach power cord to the first Ethernet Time Recorder and plug opposite end into 120 volt A C outlet Let it run for at least 3 minutes Leave all other Ethernet Time Recorders unpowered 5 Open the TimeTrax program Log into the software as the PRIMARY ADMINISTRATOR e g User Admin password PTI Select LOG IN 6 Contirm that the recorder appears in the Initial Time Recorder Connection Form If not click the RECONNECT button 7 Allow the Initial Time Recorder Connection Form to remain on screen 58 TIME amp ATTENDANCE SYSTEM 8 Note Time Recorders are going to be activated one at a time Power up the next Ethernet Time Recorder Terminal with its power cord and adapter as was done for the first Time Recorder in Step 4 and let it run for at least 3 minutes Click the RECONNECT button Confirm that the recorder appears in the Initial Time Recorder Connection Form 9 Repeat Step 8 for each additional TimeTrax Time Recorder 10 Once all recorders have been powered up and found your TimeTrax system is ready for normal use Click the OK Continue button on the Initial Time Recorder Connection Form to proceed ILLUSTRATION Ethernet CATS cable aD Plug into Standard 120V outlet D 99 TIMETRAX PRO MULTIPLEXER 60 The Pyramid Multiplexer is a device that allows TimeTrax software to interface with up to 8 additional TimeTrax
56. efore each retry in the Retry e Click GROUPS tab to display the Interval box Polling Groups screen e Select the appropriate time zone Click the NEW GROUP button at for the group from the pull down menu the bottom of the form e Select the appropriate daylight savings time DST schedule for the group e Type in a name for the group e Enter the number of times the Modem Polling Server should retry a call if it fails to connect with a location that is a member of this group in Retry Count box e For custom Daylight Savings Times DSTs select the month of the year and the Sunday of the month on which the DST starts and ends e Click the OK box at the bottom of the form e Enter the time in minutes that the Modem Polling Server should wait 52 TIME amp ATTENDANCE SYSTEM Locations Tab Entering the Location Information The location is where the Remote Recorder and Modem are physically located Each remote location is setup in Modem Polling Locations Panel screen To enter the information for each remote location Locations Tab Tom Select the Group A F ksssilissid that the location pem belongs to from Dropdown box Enter Location Name Enter the tele CC phone number and any extension needed at the remote location Peg 31 lieh by sala e Open Modem Polling Control Panel Enter the phone number to be e Click on the LOCATIONS tab to dialed to retrieve pun
57. elect the Reports Export tab e Under Export Specification Select QuickBooks 2003 link from the dropdown box e Select Setup Export tab e Select Browse in the QB Company File Name box and double click on QuickBooks Company File 75 TIMETRAX PRO WARRANTY INFORMATION 76 RETURNS Returns on non defective equipment can be made within 30 days of purchase for a full refund after inspection Returns on non defective equipment made after 30 days but within 60 days of shipping will be accepted after inspection and are subject to a 15 restocking fee Returns after 60 days will not be accepted LIMITED HARDWARE WARRANTY e Pyramid warrants the TimeTrax Pro equipment to the original user against defective material or workmanship for a period of 1 year from the date of purchase Proof of date of purchase is required for warranty service on this product Pyramid responsibility under this warranty is limited to the repair or replacement of the defective part or parts and repair or replacement is the sole discretion of Pyramid For Return Shipments to Pyramid the product must be shipped in its original carton or equivalent fully insured with shipping charges prepaid Pyramid will not assume any responsibility for loss or damage incurred in shipping e Pyramid reserves the right to determine whether the parts failed because of defective material workmanship or other causes Failure caused by accident alteration misuse or improper
58. emainder of the original warranty period or thirty 30 days whichever is longer NO OTHER WARRANTIES TO THE MAXI MUM EXTENT PERMITTED BY APPLICABLE LAW PYRAMID TECHNOLOGIES LLC AND ITS SUPPLI ERS DISCLAIM ALL OTHER WARRANTIES AND CONDITIONS EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY FITNESS Pyramid Technologies LLC 48 Elm Street Meriden CT 06450 www PyramidTechnologies com 2006 Pyramid Technologies LLC All rights reserved FOR A PARTICULAR PURPOSE TITLE AND NON INFRINGEMENT WITH REGARD TO THE TimeTrax Pro SOFTWARE AND THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES THE LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHERS WHICH VARY FROM STATE JURISDICTION TO STATE JURISDICTION Some states and jurisdic tions do not allow disclaimers of or limitations on the duration of an implied warranty so the above limitation may not apply to You To the extent implied warranties may not be entirely disclaimed but implied warranty limitations are allowed by applicable law implied warranties on the TimeTrax Pro software if any are limited to ninety 90 days 9 LIMITATION OF LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL PYRAMID TECHNOLO GIES LLC OR ITS SUPPLIERS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSE QUENTIAL DAMAGES WHATSOEVER INCLUD ING WITHOUT LIMITATION DAMAGES FOR LOSS OF BUSIN
59. en INTEGRATED APPLICATIONS Select PYRAMID TIMETRAX Click REMOVE then Click OK Make sure DON T ALLOW ANY ines COMPANY APPLICA ina t Petre PREFER TIONS TO ee JN ENCES tab ACCESS THIS E COMPANY FILE box is 4 3 Click OK unchecked To m n REMOVE Select INTEGRATED APPLICA TIONS 68 STEP 2 Copy new QuickBooks 2003 Link_ exe from the original CD provided in shipment to C Program Files Pyramid TimeTrax STEP 3 Re launch TimeTrax program The QuickBooks Application Certificate Screen appears Make sure YES always allow access even if QuickBooks is not running is checked and optionally ALLOW this application to access personal data such as Social Security Number and customer credit card information box is checked Click CONTINUE and DONE on the Access Confirmation Screen CiickBooks Application Lertilicare E do Pe ers Geeks mph bee cesar nmpany files Pyramid Technologies Acre may indude reading and modding QuekBoces data az vel az mining fur Charis caer frir face The Achsen Calo Pyramid lastime Click YES Cer 5 Information Dexrptor Pyme Fast Deeper Pra Techeologes Durscieper hei beret vereda Ez erage Class 3 Code Sani 2004 Check Box optional Sabi dor ines Ss ch for nro about de scpicaton at De Toi Mri Sten in read a
60. erver s desktop An icon in the form of a blue pyramid will appear in the system tray on the lower right corner of your screen This starts the Microsoft SOL Server and allows communications with the Client s The TIMETRAX network is now ready for normal operation The server and the client functions are interchangeable and to secure the integrity of the information being modified only one user can be in the system at that time However only the computer that is connected to the TIMETRAX terminal serial port is capable of retrieving punch data regardless if that computer is the Server or the Client UPGRADE TO SQL FROM A SINGLE USER VERSION It is important that you activate the SQL feature in your existing TimeTrax or Fastime program by calling Pyramid before attempting the upgrade If you currently have TimeTrax previously Fastime software and are upgrading to the SOL version you must copy your database files Close out of TimeTrax Software Create a TimeTrax Backup folder on your desktop Right click on the Desktop and select NEW gt FOLDER Name this folder DATA Navigate to My Computer C Program 11165 Pyramid NTimeTrax folder and locate the following 6 files Pyramid mdb Pyrpolmd mdb Pyrarchive mdb Pyramid ini Pyrexport mdb Pyramid bku If you cannot see the file extensions you may need to go to Tools Folder Options View and then make sure HIDE FILE EXTENSIONS FOR KNOWN FILE TYPES is unchecked These are
61. es 13 TIMETRAX PRO EMPLOYEE DETAILS SETUP This section is where individual employee information is stored For QuickBooks users please see the section on Importing Employees from QuickBooks 14 Last First MI Employee Group Address 1 Address 2 City St Zip Home Phone Work Phone Hourly Pay Rate Inactive Amniversary Terminated Hired Notes ohn Click ADD to continue CARD 1 2 3 TimeTrax Pro allows up to 3 different card numbers to be assigned to each employee Card 1 is a required field ENTER EMP NOTE It is very important that you verify the Employee Number with your Payroll Service for proper exporting ENTER SSN Employee Social Security Number BE SURE TO SAVE EACH EMPLOYEE RECORD Enter Last Name required field Enter First Name required field Enter Middle Initial Assign the employee to the Employee Group he she belongs to Enter Street Address Enter Alternate Street Address Enter City State and Zip Code Enter Home Phone Enter Work Phone Enter Hourly Pay Rate Check box if employee terminates employment To view inactive employees click VIEW INACTIVE EMPLOYEES on the bottom left side of the screen The date that benefits commence The date the employee terminates employment The date the employee was hired Enter any pertinent employee data To show hide Employee Notes select FILE Show Employee Notes from the top menu bar VERTICAL
62. f the driver necessary An updated driver is included in the TimeTrax or SQL Support Folder on the installation CD as well as on the Pyramid website To access the Support folder OI C install the original CD into LEE the disk drive When the program begins to run click CANCEL Open the drive that the CD is in and select the support folder Double click on USBSRDVR EXE USBSrDvr exe TROUBLESHOOTING FOR ETHERNET VERSION If a Time Recorder Cannot be Located After Multiple Attempts Verify that it is connected properly according to the diagram shown There is a green LED nearby the Cat5 jack that should light up when the connec tion is made Click RECONNECT after any changes are made to connection If there is still no connection remove the power from the Time Recorder and wait at least one hour before starting again with Step 1 Important Note The flat white cable Pyramid Plug amp Play Cable usually supplied with the standard RS232 serial Time Recorder does not work for Ethernet Establishing a Static IP Address if Time Recorder Cannot be Located Not Recommended The Ethernet Time Recorder utilizes the XPort module made by Lantronix to establish the Ethernet connection If the XPort module and your network should experience issues regarding TimeTrax being able to locate and recognize Ethernet Time Recorders then programming a static IP address of your choosing into the module of the Time Recorder c
63. gly recommends use of this option C Mech anh on Employ ID For each GieckBooks Employee necord het melches amp A erd Check this option to Check this Hole Socal Security Number arise cancel Lew bed l ave tImelrax op ON o have For each Time Trax Employee record that s matched with ELITE update your QuickBooks W aQuickBaaks Employee record always update i with the QuickBooks update your eninos mechs in GuickBunks Employee data TimeTrax PRO ELITE employee data PYRAMID STRONGLY RECOMMENDS USE OF THIS OPTION Lini Kul If ALWAYS IMPORT ALWAYS IMPORT is selected you When selected this Whenever a QuickBooks Employee record comi be have the option to option will always unambiguously matched to a Time Trex Employee record select an employee import the QuickBooks A Altos impartthe QuickBooks Employee record into employee into TimeTrax Himno Tree Uso thes es ho Doleall Empleo Grup group that all ie Pro without asking employees will be gt Delaull Group Selected entered into by ASK BEFORE when Ack when ambnequous machos occur default selected the system will always ask before it a Mek bilori importing the QuickBooks Employee record Imports any employee into Time Tre into TimeTrax Pro Pyramid strongly recommends use of this option C Hever import NEVER IMPORT When selected the system will never import any employees into TimeTrax PRO Kul Whenever a Tene Trax Employes
64. he Host PC using the Modem Polling Server according to the schedule created by the user Downloaded records are then stored in the Host Computer polling database until accessed by the TimeTrax Software database also located on the Host Computer every time a user logs into the TimeTrax Software The TimeTrax Software can retrieve punch data trom the polling database as follows e Click on RETRIEVE PUNCH DATA on the main menu bar e Click one of the three menu options to retrieve punch records 1 BOTH LOCAL AND REMOTE 2 JUST LOCAL 3 JUST REMOTE e When all punch records have been retrieved a message will be displayed which tells how many records were added to the database e Click the EXIT button to return to the Main Form Or Click the DOWNLOAD PUNCHES button on the initial TimeTrax Time Recorder Connection Form that appears when you first start the TimeTrax program Checking the Status of the Server in the Dial Log The Dial Log located on the host computer is a log of polling activity performed by the Modem Polling Server Each time the program dials out to retrieve punches an entry is automatically made to the Dial Log so the activity may be reviewed You may access in any the following ways 1 Right click on the Pyramid icon in the System Tray at the bottom right of the screen Select VIEW DIAL LOG 2 Click on MODEM POLLING on the menu bar and select OPEN CONTROL PANEL from the pull down menu Click on FILE on the menu
65. he physical and or electronic media or documentation in the Pyramid Technologies LLC Setup Wizard dialogue or about boxes in any of the runtime resources and or in any web presence or web enabled notices code or other embodi ments originally contained in or otherwise created by the TimeTrax Pro software 5 DUAL MEDIA SOFTWARE You may receive the TimeTrax Pro software in more than one medium Regardless of the type or size of the medium You receive You may use only that one medium that is appropriate for Your single computer You may not use or install the other medium on another computer including but not limited to portable computers under the exclusive control of the registered developer You may not loan rent lease or otherwise transfer the other medium to another user except as part of the permanent transfer as provided above of the TimeTrax Pro software 6 U S GOVERNMENT RESTRICTED RIGHTS The TimeTrax Pro software and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the U S Government is subject to restrictions as set forth in subparagraph C 1 ii of the Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subparagraphs c 1 and 2 of the Commercial Computer Software Restricted Rights at 48 CFR 52 227 19 as applica ble Manufacturer is Pyramid Technologies LLC 48 Elm Street Meriden CT 06450 USA TIMETRAX PRO 7 APPLICABLE LAW T
66. his EULA is governed by the laws of the State of Connecticut Should You have any questions concerning this EULA or if You desire to contact PYRAMID TECHNOLOGIES for any reason please contact the PYRAMID distributor serving you or write PYRAMID TECHNOLOGIES LLC 48 Elm Street Meriden CT 06450 Or Call Toll Free 1 888 479 7264 8 LIMITED WARRANTY Pyramid Technologies LLC warrants that a the TimeTrax Pro software will for a period of ninety 90 days from the date of delivery perform substantially in accordance with Pyramid Technologies LLC s writ ten materials accompanying it and b any Support Services provided by Pyramid Technologies LLC shall be substantially as described in applicable written materials provided to You by Pyramid Technologies LLC CUSTOMER REMEDIES In the event of any breach of warranty or other duty owed by Pyramid Technologies LLC Pyramid Technologies LLC s and its suppliers entire liability and Your exclusive remedy shall be at Pyramid Technologies LLC s option either a return of the price paid by You for the TimeTrax Pro software not to exceed the suggested U S retail price if any b repair or replacement of the defective TimeTrax Pro software or c re performance of the Support Services This Limited Warranty is void if failure of the TimeTrax Pro software has resulted from accident abuse or misapplication Any replacement TimeTrax Pro software will be warranted for the r
67. hown in the Installing the Software section of this manual Note Please make sure that you are installing the same version that you are currently running e You will need to copy the mdb files and the pyramid ini file from the TimeTrax folder located in C Program Files Pyramid directory 1 Right click on the START button of your desktop and select EXPLORE 2 Navigate to C Program Files Pyramid TimeTrax 3 From VIEW TAB click DETAILS 4 From TOOLS TAB click FOLDER OPTIONS 66 5 Select TYPE TO SORT by type of file 6 Select pyramid ini and all mdb files 7 Right click and copy files Folder Options General View Ede Types Oline Files Folder views mi You can sel all ol pour folders to the same view Click VIEW TAB Reset All Folders Files and Folder O Display compressed Mes and folders with altemale color Display the full path in the address bar Display the full path in ille bar 33 Hidden files and folders Da not show hidden Hes and folders 9 Show hidden des and lolderz C iige te extensions for known file types Make sure this box is v Hide protected operating system fes Recommended unchecked O Launch folder vandows in separate process Remember each folder s view tellings Eg Show My Documents on the Desktop Click APPLY then click EQ OK For Non Network PC users Right click on your desktop 2 Select NEW and FOLDER 3 Open the folder r
68. ight click and paste files 4 Transfer files to the new computer 5 Navigate to the TimeTrax directory and paste the files 2 E ee m m w e e Examples of transfer methods are email attachment Pyramid does not recommend this method due to the size of the files Zip Disk or burn the files onto a CD or DVD For Network PC users Navigate to the TimeTrax directory of the computer you are moving the files to and paste the files 67 LS 2 a da W l ES QuickBooks Does Not Display Punch Information After Export Time tracking data is missing for ALL employees From QuickBooks Program Choose EDIT PREFERENCES TIME TRACKING Tab to COMPANY PREFERENCES DO YOU TRACK TIME Check YES Go to EMPLOYEES Click on any 1 Employee Change the Drop Down Box to PAYROLL AND COMPENSATION INFORMATION 9 Make sure all of the EARNINGS are set up 10 Make sure USE TIME DATA TO CREATE PAYCHECKS is checked Se ee Eun Do this for each employee and then export again If this does not work you must reinstall the QuickBooks link in TimeTrax PRO In order to do this you must be in single user mode and logged in as ADMIN in QuickBooks to complete this step STEP 1 Remove the TimeTrax Pro application from QuickBooks From the Edit Menu select PREFERENCES For 2004 edition and earlier you reach PREFERENCES by accessing the FILE MENU and click on COMPANY PREFERENCES tab and th
69. it PERES does not enter PYRFTNET Botero Select WHEN MY SR COMPUTER STARTS as La Click NEXT Scheduled Task Wizard Xx Entes ther nume res Lire caen The tah peal run ai d it were rare by that Enter Windows User Name Eres the use mgme CS 8 E Enter Windows Password Enber the passed E Confirm Windows Password Select NEXT If the Next button won t advance you forward you tee e p Caen may need to re enter or re confirm the password Scheduled Task Wizard E E X fou have tucceri uly ne the obag Lack dd PaTTHa Windowr vell perigen this Hash Select Flan system startup OPEN ADVANCED PROPERTIES FOR THIS TASK per ance progenies a U tack when d c FE p Cek Finish lo add Ihi tank bo your Windows schedule Select FINISH E Nm 46 Task Schedule Settings Security 5 CAWINNTAT asks PyrT TNet job Bun C Program FilesNPyramid T imeTrax PyrT TNet exe Browse Start in C Program Files Pyramid T imeT rax T Comments Run as ce T ESTACS Set password v Enabled scheduled task runs at specified time Cancel Apply TIME amp ATTENDANCE SYSTEM Select TASK tab Add T to the end of the path Select APPLY In the Run text field it will display C Program FilesNPyramidNTIME TRAXAPyrFTNet exe Click on the end of the line and add a space and then T as shown in the example above Click APPLY
70. kups and Archive Reports Bell Schedule and Department Codes optional feature Super These users can access all of the Restricted and Regular Users areas and the following Payroll Groups Employee Groups and Time Source and Sync Standards Upgrade Capability and Modem Polling Control Panel Modem Polling Start Server Modem Polling Stop Server Primary Administrator This is the highest level in the Security chain with access to all TimeTrax functions It is the only level capable of creating and managing user accounts through the System Users and Passwords screen Only one Primary Administrator user is allowed and while the USERNAME and PASS WORD can be edited the account can never be deleted Supervisor Indicates a user who is restricted to viewing the records of only certain Employee Groups Optional Features NOTE Please remember to save each user record 17 TIMETRAX PRO TIME SOURCE amp SYNC STANDARDS It is not necessary to make any changes on this screen TIME SOURCE STANDARD By default Time Recorder is the most reliable option for time keeping You can change the default to PC if you choose however PCs experience fluctuation by gaining and losing time aro herba es arma dis TIME SYNCHRONIZATION HF Fomara The Time Recorder syrcheoreres to the posee line rec comemencia STANDARD By default Powerline is the most reliable option for time keeping You can change the default to Crystal if you choos
71. lives Enter User Name and omm Organization bi Choose for whom to install the application Insta this application for Click NEXT to continue Fe ion sho ures this computer all users for ge CETT TIMETRAX PRO TimeTras Pro 151 3150603 Wizard Ready be install the Program Than dnd bo ben ral TER Install bo begin khe installation T you sant te reve oF change any of your metalation sabias dick Beck Click Carcel lo exit He wizard Click INSTALL to begin installation T Time Tras Pra 21504150 Wizard Ins talhado Wizard Completed Te Ina Wed has paces inhaled Tine Tras Pro Chick Finesh bo exi the wizard When installation is complete click FINISH Double click the ICON placed on your desktop to begin Time Trax Pro TIME amp ATTENDANCE SYSTEM LOG IN WINDOW When the program is launched you are presented with the Log In Form Enter ADMIN into USER NAME field aig ce ign E teach INITIAL COMMUNICATION FORM After you successfully log in the system initializes communications with the time recorder attached to the PC When this is successfully accomplished you will see Recorder Found Once the initial communication between the PC and the TimeTrax terminal is successfully completed you may opt for the soft ware to not Search for Time Recorders every time it is opened by unchecking the SEARCH FOR TIME RECORDERS box on the Log
72. n Failure in either of these steps will result in TimeTrax not seeing the recorder IMPORTANT INFORMATION QuickBooks 2007 Integration The new QuickBooks 2007 upgrade contains a PDF Converter that utilizes a virtual port that masks itself as a COM port COM1 This may interrupt communications with time and attendance system since we use your PC s COMI to communicate with our serial time recorders Error Message Communications Failure Computer cannot locate Time Recorder Resolutions 1 Connect USB Adapter Attach RJ45 DB9 adapter to a RS232 USB adapter and then connect the RS232 to your PC 2 Re assign the QuickBooks PDF Converter to a new port by following the instructions below e Select the Windows Start button e XP Users Select Printers and Faxes Win2000 Users Select Settings and then Printers e Right click on QuickBooks PDF Converter and select Properties from the drop down menu e Select the Ports tab e Choose a Port other than COMI that is not in use and click OK QuickBooks 2003 Link Failure The new QuickBooks 2007 upgrade also moves the location of the company file from the Application Folder to a special folder located in the Shared Documents folder For customers upgrading from an earlier edition of QuickBooks you will need to correct the path in the software To do this follow the instructions below A E ee m un e e Open the Pyramid time and attendance software e S
73. nd modif fw compas EF CONTINUE brings you to the Access Confirmation Screen Click DONE to complete Step 3 C gi Chenever te QuickBooks coser Ge E open GJ Fes ar Slow accept cer Ouckiook m not ranning ido tha fo access personas deta such as Socal Ga Numbers and gute edil cand meebo Eine ere Time tracking data is missing for SOME employees From QuickBooks Program e Go to EMPLOYEES e Click on an affected EMPLOYEE e Change the Drop Down Box to PAYROLL AND COMPENSATION INFORMATION e Make sure all of the EARNINGS are set up e Make sure USE TIME DATA TO CREATE PAYCHECKS is checked Do this for each affected employee and then export again For further technical support Pyramid recommends that you contact Intuit QuickBooks 69 0 A E ee m m W ch P Troubleshooting Support Folder Pyramid enclosed a support folder on the Server CD that does not load onto the Server during installation The Support folder contains workarounds in the event that your Server requires other programs that need to work with TIMETRAX To access the support folder put the TIMETRAX or the TIME TRAX SQL SVR CD into the CD ROM of the Server computer When the CD begins installing click CANCEL Navigate to your CD ROM Drive right click and select OPEN P Ux pm Dem im i tui eet A n LEE Select SUPPORT aen y ce g LJ
74. network capability is compromised it can be used to download punches and set the date and time The serial connection is to the left of the Ethernet connec tion and is labeled ACC SER An Ethernet cable and a Pyramid DB9 Serial Adapter can be used to effect a connection to the PC It works the same way as the standard serial based TimeTrax clock Install the serial adapter to an available 9 pin serial port on the PC Insert one end of the Ethernet cable into the ACC SER jack and insert the other into the Serial Adapter When TimeTrax is started and the Initial Communications Form is displayed the Reconnect button may need to be clicked for the Time Recorder to be recog nized See the TimeTrax Time Recorder Standard Serial Communications section for more details Technical Networking Details 74 The WAN and the computer must allow for UDP broadcasts via 255 255 255 255 on Port 30718 and TCP IP on Port 10001 The computer and Time Recorder must of course be on the same Subnet TimeTrax sends a UDP Broadcast packet to IP 255 255 255 255 on Port 30718 The recorder should respond back via UDP to the IP of the TimeTrax computer also on Port 30718 the Pyramid log file should show evidence of this TimeTrax then opens a TCP connection to the recorder on Port 10001 using the IP assigned to it by the DHCP server It then sends a request to the recorder found during the UDP broadcast above for its Time Recorder Model informatio
75. o the PC and then connecting the DB9 to the USB adapter e f this still does not work it may be necessary to contact your computer support personnel Restoring Database From a Crashed Hard Drive e Reload your TimeTrax Pro Software as shown in the Installing the Software section of this manual Note Please make sure that you are installing the same version that you are currently running e If you have AUTOMATIC BACKUP activated go to CONFIGURE TAB on the VERTICAL ICON BAR and Click on AUTOMATIC BACKUP 64 Choose RESTORE FROM CURRENT BACKUP e This will restore all data from the last backup If you have punches in the TimeTrax Pro unit that have not been downloaded download them as described in the PAYROLL TAB GET PUNCHES SECTION of this manual e f you do not have a backup you will need to reinstall your software and go thru the entire setup process beginning with the TimeTrax Pro Setup Wizard e Once this is completed you must perform an EMERGENCY PUNCH DOWNLOAD as described in the following section Emergency Punch Download n the event of a catastrophic database failure due to damage from viruses hard drive crash etc you can retrieve the last 6 000 punches by initiating an EMERGENCY PUNCH DOWNLOAD e Before you attempt to do this please note that if you have any inactive employees contained in the last 6 000 punches you will need to go to the EMPLOYEE DETAILS ICON on the PAYROLL TAB on the VERTICAL
76. o this on a regular basis to prevent data loss Otherwise GET PUNCHES allows you to download punches when you are ready for payroll activities TimeTrax Pro will automatically recognize new punches and download only those not currently in the database Punch Details The PUNCH DETAILS screen displays all in and out punches This screen allows you to view insert edit and delete punches as well as assign comments to punches You can also view Current Previous and 2 Prior pay periods This screen categorizes the type of pay category and notifies you of possible errors If an employee has no IN or OUT punches for a specific day TimeTrax Pro will automatically populate an Absent status 241 TIMETRAX PRO PUNCH EDITING Insert Punch To insert a punch click the INSERT PUNCH button Select the date of the punch and then select the time of the punch and choose SAVE Edit Punch Highlight the punch in question click the EDIT PUNCH button change the date and or time of the punch and choose SAVE Delete Punch Highlight the punch in question click the DELETE PUNCH button and choose YES on the verification screen if you are sure you want to delete this punch An audit trail is automatically produced for any modifications made to the original punch that will show up on screen as well as the timecard report PAYROLL DETAILS The Payroll Detail s section is the location in the program that allows you to enter exce
77. oose Comma Tab or Semi Colon QUOTED Choose Yes or No EMPLOYEE BY Choose Name SSN or EMP EXPORT TYPE Choose Payroll or Punches Select the drive and location where you want the export file to be saved Cancel por mel Eric aed dir Charge ur E Cort Ex and Tisa Arey Etapa Click CONTINUE EXPORT and SAVE ANY CHANGES to export and save the file where you selected Type the desired name for this file including the extension file Congratulations you have successfully created and saved a GENERIC TEXT EXPORT file You will need to go to the location where you created and saved the file and import it into the software of your choosing 29 TIMETRAX PRO PAYEHEX PREVIEW The following are instructions for setting up and using the PAYCHEX PREVIEW EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN Choose EXPORT Select PAY PERIOD to be included in EXPORT Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen f
78. or setup CREATE EXPORT will create the export with the setup options you have selected Setup Create Export PAYCHEX will provide BRANCH CLIENT and SITE NUMBER for this export Select the drive and location you want the export file to be saved Click CONTINUE EXPORT and SAVE ANY CHANGES to export Durcal Dog ape Dri acd due Charge Corr road Extra t qued Tisa Arey Crop and save the file where you selected Congratulations you have successfully created and saved a PAYCHEX PREVIEW export file You will need to contact PAYCHEX to obtain steps on how to import the file you created and saved into PAYCHEX software 30 TIME amp ATTENDANCE SYSTEM PAYEHEX PAYLINK The following are instructions for setting up and using the PAYCHEX PAYLINK EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN chest lent Choose EXPORT A AP Select PAY PERIOD to be e Cares eie venae were included in EXPORT Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP
79. ou to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your payroll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN Choose EXPORT Select PAY PERIOD to be included in EXPORT Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected REGULAR PAY ITEM This is what is referred to as regular time in QuickBooks OVERTIME 1 5 PAY ITEM This is what is referred to as Overtime Rate in QuickBooks OVERTIME 2 PAY ITEM This is A what is referred to as Overtime Fira it Rate 2 in QuickBooks NOTE It is imperative that you match EXACTLY what is in QuickBooks to these fields they gt Fn IL gu em ien iA 3 este pice den are case sensitive as well Fla Hes Cor E par aed 5 nem Ary Changes Select the drive and location where you want the export file to be saved Select a file name for this export 36 TIME amp ATTENDANCE SYSTEM To obtain a CREATE TIME do the following 1 In the QuickBooks Tool Bar go into FILE TIMER EXPORT LISTS FOR TIMER Click OK when the EXPORTS LISTS FOR
80. p grade in order to use the TimeTrax Pro software A TimeTrax Pro software labeled or otherwise identified by Pyramid Technologies LLC as an upgrade replaces and or supplements the product that formed the basis for Your eligibility for such upgrade You may use the resulting upgraded prod uct only in accordance with the terms of this TIME amp ATTENDANCE SYSTEM EULA If the TimeTrax Pro software is an upgrade of a component of a package of software programs that You licensed as a single product the TimeTrax Pro software may be used and transferred only as part of that single product package and may not be separated for use on more than one computer 4 COPYRIGHT AND TRADEMARKS All title trademarks and copyrights in and pertaining to the TimeTrax Pro software the accompanying printed materials and any copies of the TimeTrax Pro software are owned or licensed by Pyramid Technologies LLC or its affiliated companies The TimeTrax Pro software is protected by copyright and trademark laws and international treaty provisions You may make one copy of the TimeTrax Pro software for back up and archival purposes You may not copy the printed materials accompanying the TimeTrax Pro software You may not remove modify or alter any Pyramid Technologies LLC copyright or trade mark notice or the Pyramid Technologies LLC name from any part of the TimeTrax Pro software including but not limited to any such notices con tained in t
81. ptions to the employee payroll record as well as approving and un approving employee payroll records Most fields are pre populated from both the Punch Detail and Employee Detail screens To enter exceptions click the EDIT PAYROLL DETAILS button and select which special pay you wish to add the date will only pre populate if special pay accrues towards overtime as selected in payroll groups Enter the hours associated with the special pay in the edited hours field Click SAVE Approve Un Approve and Approve Next Once you approve the payroll you can only edit the payroll if you click the UN APPROVE button first Once you make your change you must click APPROVE again The APPROVE NEXT button will approve the current employee place the data into archive and bring you to the next employee record 22 TIME amp ATTENDANCE SYSTEM ASSERT GLOBAL SPECIAL PAY In the circumstances where you wish to pay all employees or a group of employees the same number of hours i e Independence Day 8 hours go to FILE Assert Global Special Pay EMPLOYEE SELECTION Choose either EMPLOYEE BY GROUPS in the Selected Payroll Group or INDIVIDUAL EMPLOYEES in the Selected Payroll Groups If you choose EMPLOYEE BY GROUPS you are selecting every employee within the selected employee group If you click on INDIVIDUAL you must click on each individual that you wish to assert the global special pay Wee li cessus
82. recorders and Bells or Synchronized Clocks in a serial environment The Multiplexer can be used in a single computer environment or multi computer environment with SQL software TimeTrax Recorders Allows employers to place multiple Time Recorders throughout a location so employees can swipe in and out using the same card at multiple locations within a single facility Because it is connected to one TimeTrax software program all punches will download in chronological order to the Punch Detail screen of the employee If using SOL software you can only retrieve punches from the computer that is attached to a Time Recorder Bells Horns Clocks With the use of a Multiplexer you can add Digital Clocks Bell Ringers Bells and Horns to your system Additional clocks in excess of the 8 direct connections to the Multiplexer can be connected with a Clock Booster Call Pyramid at 888 479 7264 for more information PP Included in the Box P N 8050 Multiplexer P N 41269 50 RJ45 Cable P N 41285 Transformer Accessory Items P N 41270 Y Connector P N 41313 Cable Coupler P N 41314 100 RJ45 Cable TIME amp ATTENDANCE SYSTEM Electrical Installation 1 Plug the power jack from the supplied wall transformer into the connector labeled POWER and plug the wall transtormer into the proper wall outlet The green LED on the front of the unit will turn on 2 Insert the RJ45 cable included in the shipment from the host Computer into
83. rs Save in whatever drive you choose to use Change the file name to something easily identifiable such as myqb company if The name does not matter as long as the ending is if Click on SAVE You will get a message showing that your data has been exported successfully Minimize your QuickBooks Screen In either Microsoft Explorer or Notepad open the file you just created Go into either Explorer or Notepad Open the Drive you saved the file in Change the File of Type to ALL FILES Look for the if with the name you assigned Open the file In the export file you just opened look on the top line for the field called COMPANYCREATETIME Under that field name and slightly to its left is a 10 digit number This is your QUICKBOOKS COMPANY NUMBER Record your QuickBooks Company Number It will always be needed to perform the export Once this is complete click CONTINUE EXPORT and save any changes Congratulations you have successfully created and saved a QUICKBOOKS EXPORT file At this point you can go into QuickBooks and see that all of the hours will be assigned to the proper employees and you can go about processing payroll as you normally would 35 TIMETRAX PRO QuickBooks PRO TIMER EXPORT USERS The following are instructions for setting up and using the QUICKBOOKS PRO TIMER EXPORT contained in the TimeTrax PRO You will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for y
84. sei daamericiee ETE 13 M Middle Tihi osse dote s utat tee ia 14 Minimum System Requirements 1 NUSSCU OWL LET 21 Missed Punch o o 12 24 Modem Installation 48 57 Monthly Semi Monthly Pay 12 Moving TimeTrax Pro From One Computer to Another 66 MUDO ud dog d Did bles 60 N Network PO USCIS said rar none res 67 Non Network PC Users 4 bur 67 n P be eb 14 P Paris LISO DR RR ireng iet ier Ep ri 77 79 PassWord 53 asesino ok 9 17 42 46 58 63 Pay 0 ade toe DE Ea uan 11 12 Pay HIStory REDOR estee daa wie as 29 Pay Interval Round usse cra VER 9 ne 5 A ERR RICE UE EAR cee 5 41 PAY CHEN Pavll serrar reret dip ERE X ER 31 PAYCHEXN TICUIEW sara scr bag dad ERR 30 Favioll DOS riders 22 Pavtoll Group SEO xu coran 10 PTOI ROBORE 43 mes pr Ep quad 24 25 eva 21 22 ps ii E Sn REA 16 18 Prodata Evolution pegaria PA 32 Punch Dells aesgasscdcoro disco se 21 PPP EUST DEPEPPS es 22 Punch RENO poned a RR a da 24 Q QuickBooks Application Certificate Screen 69 QuickBooks 2003 Link exe 33 QuickBooks does not Display Punch Information After Export 68 QuickBooks Pre 2002 34 35 QuickBooks Pro Timer 36 R Rate MUDIE aon bs a Ce moe m 11 HQ 17 Regular Pay cs Lear se pads 12 33 34 36 Remote Modem sse 49 52 72 RODOHS EXDOMS Gina pase
85. selecting which of your computers will act as the server e Windows version must be Windows NT4 SP6A or Windows 2000 SP4 or XP SP1A or later e SQL Server must not be placed on compressed file systems or a remote network drive such as a shared network directory It must be located on the C Drive of the Server computer e Once you establish the server files stored on the server cannot be relocated e The Windows User running the Server must have full administrative rights e You MUST install the Server Edition before any Client Edition is installed NEW SQL INSTALL Step 1 Install the TIMETRAX SOL SVR into the CD ROM of the machine you have designated as the server The Install Shield Wizard will begin Note If your server computer already has another product that utilizes MS SQL Server 2000 MSDE the TIMETRAX SQL SVR installer may fail to install the database system that TIMETRAX SQL requires See Troubleshooting for further assistance Inst alls hield Wizard Fabre sean ad the ooqunsments be on your c mpules poor lo raising the spolicahon Click DK to bege nstaling Pese requapmenkr Bis A Perra SOL SP4 Click OK 40 TIME amp ATTENDANCE SYSTEM When the InstallShield Wizard completes you will have 3 icons on your Desktop e TIMETRAX Network Agent communicates with the client machines e TIMETRAX Time and attendance program
86. sual user name and password All of your information will be there and the new version can be veritied by Selecting HELP and then ABOUT TIMETRAX from the menu bar The version number should match the version number labeled on your CD Software Cannot Locate the Time Recorder QuickBooks users see page 75 for additional information Following is an example of one of the messages you may see in Timelrax PRO STEP 1 Verify that the hardware is set up correctly e Pyramid TimeTrax Pro units require a COM Port for connection e You must first attach the DB9 included in shipment to your PC e Check to see if the wider side with holes will connect into an available port on the PC e If it does screw it in securely e Connect the white Cats cable included in the shipment to DB9 and connect the other end of the white Cats cable to the port in the back of the time clock NOTE The WHITE cable should never connect directly to the computer It should always connect to the DB9 and the DB9 should connect to the computer If the DB9 does not fit into a port on the computer you will need a USB to RS232 adapter to connect the DB9 to your computer You can purchase this adapter through Pyramid P N 41685 63 0 A E ee po m Y P USB to RS232 adapter PN 41685 For computers with only a USB port Important Make sure that the TimeTrax software is installed prior to connecting the TimeTrax unit to
87. tions QBXMLRP2Installer exe Execute when QuickBooks import export is not working properly USBSrDvr exe Driver patch for USB adapter USB to RS 232 serial port 71 0 ps E ee m Y e 5 2 a da wi l E TROUBLESHOOTING FOR MODEM POLLING Server Will Not Poll Punches Resetting Receiver Modem If a Receiver Remote Modem was ever attached to the Modem Polling PC the ability to receive any phone calls to retrieve the punches has been prevented To manually reset the Receiver Remote Modem follow the instructions below Click on your PC s Start button and select RUN Type the system name as shown below in the Open field C Program Files Pyramid Timetrax PyrPoIMS exe REMOTE SS et If your Pyramid Type the name of a program Folder document or Folder is titled Internet resource and Windows will open it For vou TimeTrax4 it must 7 be typed here Open CAProgram Files Pyramid TimeTrax PyrPolMsie m ance Browse Click OK Your Modem has been reset Serial Port Problem TA Receiving the message below indicates that the hardware is not connected correctly see installation or that a problem is occurring with the Serial Port If your computer has only a USB connection an RS232 USB adapter may be necessary You must install the adapter driver If the driver is installed and the error persists there may be a more current version o
88. tiplier is 1 5 for editing purposes It also APPLY TO WEEKLY OVERTIME doubles as SAVE When your Check box if category hours can accrue selections are complete click towards overtime Close to continue CATEGORY CODE Provided by the payroll company if you are using one B Employee Groups Ensures proper transfer of information from A Payroll Group can have one or more Employee Groups An the pay category in TimeTrax Pro to your Employee Group is automatically created whenever a new Payroll payroll service provider Group is made Employee Groups are used to define a set of employees which have certain time clock calculations in common The Employee Group sets the rules for calculating overtime premiums based on extra hours worked assumption of missed punches rounding of punch times automatic lunch deductions and warnings for punches out of normal periods Click YES to continue Do you want to setup Employee Groups now 11 TIMETRAX PRO 12 Click EDIT to start DAILY OVERTIME Choose how it is paid and after how many hours WEEKLY OVERTIME Choose how it is paid and after how many hours MONTHLY SEMI MONTHLY PAY PERIODS ONLY Must select the day and time that the workweek begins to calculate overtime correctly Max Hours Before Missed Punch Assumed The maximum number of hours an employee can work without punching before the system assumes the employee forgot to punch out Pay Interval Round Cli
89. to create a time and attendance solution that is both highly effective and easy to use FEATURES Standard 50 Employees upgradeable to 999 25 badges Weekly Biweekly Semi monthly or Monthly Pay Period Automatic overtime calculation Pay Interval rounding to 5 6 10 or 15 minutes Option to automatically deduct unpaid lunches Option to automatically deduct unpaid breaks Exports out of the box to ADP PAYCHEX QuickBooks and Excel Produces a variety of useful reports Automatic history and backup Unlimited user defined payroll groups and employee groups Unlimited user defined pay codes categories Bell scheduling Department codes optional Multiple locations optional Network version optional Ethernet version optional TIMETRAX PRO USING THE TIME RECORDER Once the time recorder is installed the employee punch records that are gener ated from card punches are stored within the recorder even if those records are uploaded to the TimeTrax Pro database The TimeTrax Pro recorder automatically stores the last 4 000 punches depend ing on usage the punches can be retrieved on a more or less frequent basis However it is recommended that punches should be retrieved on a regular basis for two reasons 1 The larger the number of new punches retrieved the longer it takes for downloading to the TimeTrax Pro database 2 In case of catastrophic equipment failure of the time recorder such as light ning or violent impa
90. uired that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN l Ear A eee Choose EXPORT hg mes mt E Select PAY PERIOD to be c eee mem ema NIE included in EXPORT Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options You will need to you have selected browse to find your QuickBooks Company File I rn Lo 4 T0 REGULAR PAY ITEM This is what is referred to as regular time in QuickBooks OVERTIME 1 5 PAY ITEM This is what is referred to as Overtime Rate in QuickBooks OVERTIME 2 PAY ITEM This is what is referred to as Overtime Rate 2 in QuickBooks Start port ite NOTE It is imperative that you match EXACTLY what is in QuickBooks to these fields they are case sensitive as well Click START EXPORTING TO QUICKBOOKS Congratulations you have successfully created and saved a QuickBooks export file At this point you can go into QuickBooks and see that all of the hours will be assigned to the proper employees and you can go about processing payroll as you normally would 33 TIMETRAX PRO QuickBooks 2002 The following are instructions for setting up and using the QUICKBOOKS PRE 2002 LINK EXPORT contained in the TimeTrax PRO You
91. ule Shift Warnings Allows the employee to punch at any time but will generate a warning when an employee punches outside of the defined shift The user can define the warning based on minutes before or after the shift starts or ends Saturday Overtime Allows the employer to specify whether or not Saturday is automatically overtime regardless of the number of hours worked during the regular pay period Sunday Overtime Allows the employer to specify whether or not Sunday is automatically overtime regardless of the number of hours worked during the regular pay period 7th Day Worked Overtime Allows the employer to specify whether or not an employee who works 7 consecutive days is eligible for overtime regardless of hours worked during the regular pay period Lunch Rules Allows the employer to specify whether an employee must punch out or have lunches automatically deducted or any combination of both You can choose both Automatic Lunch Deductions and No Deductions if the employees within your Employee Group will perform multiple activities where they may not be able to consistently punch Enable Lunch Warnings Allows the employee to punch at any time but will generate a warning when an employee punches outside of the defined lunch The user can define the warning based on minutes before or after the lunch starts or ends Grace Window The number of minutes that the employer will allow before a warning is generated for lunch punch
92. us apra raso 11 12 Whats la Ihe BOX sccavadeees aoe repisa 1 WINDOWS darias 1 40 43 47 55 62 WorkKdays WOTKWEBK i4 c mia o news 23 81 TIMETRAX PRO 82 Pur4 mid Time Keeping Made Simple 48 Elm Street Meriden CT 06450 Www PyramidTechnologies com PTI P N 12074
93. vee 34 QuickBooks Pro Timer Export Users es 21242 doe P PECES 29 UICE S EORR SHE EROR 36 Department CodeS ass 8 2 2 RR AAA A 38 SOL eter eet 000020 A 39 Alo O ese Di ie RR a sas eee pare 48 Time Das Recorder sara sa dd doi RACER RC een ead ER 58 olini rta sis eee a henge eRe ane aes eee eee eee 60 droubleshoouns Guide ror Time Recorder O 62 75 Troubleshooting Support Folder pes sa Snes eee 6 pened 70 Troubleshooting Guide for Modem Polling 4 45 6 rior re 72 Troubleshooting Guide for Ethernet Version 0 c ee eee eee eee 73 Waraniy Mormann surdos ira PS Said A GERE TRA E 76 gab m ia WHAT S IN THE BOX The TimeTrax series system includes the following e 1 TimeTrax series time recorder e Power Supply e 1 50 foot Flat serial communications cable with RJ 45 connectors on both ends e 1 RJ 45 to DB 9 serial port adapter e 1 Stainless steel mounting bracket e Wall bracket release key e Mounting screws 10 x 1 long e 4 Plastic anchors e 25 Employee cards numbered 1 25 e CD ROM with TimeTrax series software and help system e 1 Loop back diagnostic plug Please keep in a safe place for future use e 1 USB interface w standard RS232 adapter TIME amp ATTENDANCE SYSTEM X SYSTEM REQUIREMENTS In order to run the TimeTrax series system the following is required e IBM compatible PC
94. will have to go into the REPORTS EXPORTS tab to proceed with the export It may also be necessary for you to setup the CATEGORY CODES within the SETUP PAYROLL GROUPS SETUP PAY CATEGORIES These codes will be provided to you from your pay roll service provider It is also required that individual payroll records are approved before export on the PAYROLL DETAILS SCREEN Choose EXPORT Select PAY PERIOD to be included in EXPORT Select who is included in the EXPORT Choose either EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES Choose SETUP or CREATE EXPORT Setup is typically a one time screen for setup CREATE EXPORT will create the export with the setup options you have selected REGULAR PAY ITEM This is sl what is referred to as regular time in QuickBooks OVERTIME 1 5 PAY ITEM This is what is referred to as Overtime Rate in QuickBooks OVERTIME 2 PAY ITEM This is what is referred to as Overtime Rate 2 in QuickBooks NOTE It is imperative that you EE eie asthe match EXACTLY what is in te tear gt QuickBooks to these fields they A A are case sensitive as well Select the drive and location where you want the export file to be saved Select a file name for this export 34 TIME amp ATTENDANCE SYSTEM To obtain a CREATE TIME do the following 1 In the QuickBooks Tool Bar go into FILE TIMER EXPORT LISTS FOR TIMER Click OK when the EXPORTS LISTS FOR TIMER SCREEN appea
95. with a Pentium class or faster processor e Minimum 32 megabytes of RAM e Minimum 50 megabytes of free space on the hard drive e CD ROM drive e VGA or higher resolution monitor e Mouse or other pointing device e 9 pin serial port e Microsoft Windows NT 2000 or XP e Printer if hard copy reports are desired e Internet Explorer Version 6 or later Additional cards cable extensions and other supplies are available from Pyramid See pages 77 79 for accessories list TIMETRAX PRO INSTALLING THE TIME RECORDER The TimeTrax series time recorder can be mounted on a wall using the mount ing bracket or set on a desk using the rubber feet The communications and power cables may be routed through the hole in the bottom of the time recorder or through the cutout in the mounting bracket and through the wall The mounting bracket features a locking tab that prevents the time recorder from being removed once it is attached A wall bracket release key is provided to disengage the lock tab for removing the unit INSTALLING THE MOUNTING BRACKET 1 Hold the mounting bracket flush against the wall with the cable access cut out to your left the locking tab to your right and extended downward with the four mounting tabs on the corners extended upward Level bracket if you are going to pre drill holes for screws or anchors Use a pencil to mark the four screw holes close to the corner tabs If you are going to run cables
96. y on the Host computer To turn the Server on e Click on MODEM POLLING on the menu bar and click on Start Server from the pull down menu e The splash screen will appear momentarily indicating that modem polling has been started e A Pyramid icon will appear in the System Tray at the bottom right side of the screen and remain present while the Modem Polling Server is running Stopping the Modem Polling Server You will need to stop the Modem Polling Server for the following reasons e f you do not want the Modem Polling Server to follow the punch download schedule e If you want to immediately dial out to all locations prior to a polling punch download e f you are performing any system maintenance on the server To stop the Modem Polling Server e Click on MODEM POLLING on the menu bar and click on STOP SERVER from the pull down menu or e Right click on the Pyramid icon in the System Tray and select EXIT A question box will appear asking if you want to allow the server to finish processing the current download only if one is running e Click on YES to allow the server to complete the current download before stopping e Click on NO to end the server session immediately e Click on CANCEL to allow the server to continue running indefinitely TIME amp ATTENDANCE SYSTEM Retrieving Remote Punch Records Employee punch records are stored in the remote TimeTrax Time Recorders up to 4 000 until automatically downloaded to t
97. your database files and contain all of your information Copy these files to the DATA folder on your desktop To do this select the first file and single left click so that it is highlighted hold the CTRL key on your keyboard and select the other 5 files Choose EDIT gt COPY and close out Open the DATA folder on your desktop and choose EDIT gt PASTE It is very important that you have all 6 files in your DATA file before moving forward Close out of all open windows Navigate to Control Panel and select ADD REMOVE PROGRAMS Locate TIMETRAX on the list and choose REMOVE 43 TIMETRAX PRO e Once the program is removed navigate to My Computer C Program Files Pyramid and delete the PYRAMID FOLDER Once you have created a folder on your desktop with the database files and uninstalled and deleted the program and folder as instructed follow Step 1 and 2 of the instructions for the New SQL Install on pages 40 42 When the Server is completely installed before accessing the TimeTrax program go to the folder on your desktop named DATA and choose EDIT gt SELECT ALL gt EDIT gt COPY All 6 files should copy over Navigate to My Computer C Program Files Pyramid TimeTrax and choose Edit Paste into the TimeTrax folder Choose YES TO ALL to replace the existing files Continue with Steps 3 5 of the New SQL Install instructions on pages 42 43 MAINTENANCE UPGRADES All maintenance upgrades must be done on the Server

Download Pdf Manuals

Related Search

Related Contents

OFBiz POS User Manual - version 9.11      CoSign Signature Local  SIMEX® USER MANUAL for  Modulo contatore ad altissima velocità No. cat. 1771-VHSC  Manual de Usuário  Braseur électrique Cobraz  AVer MediaCenter  

Copyright © All rights reserved. Failed to retrieve file