Manuale d’uso / di manutenzione del prodotto TTEZ del fabbricante Pyramid Time Systems
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PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Pyramid T imeT rax EZ | BIO | PC Time and Attendance System SOFTW ARE REFERENCE GUIDE.
PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TIMETRAX PRODUCT & SOFTWARE LICENSING AGREEMENT Copyright © 2001-2009 Pyramid T echnologies, LLC Portions of this program Copyright © 1991-2005 Microsoft Corp. Portions of the report generation software are distributed under a licensing agreement with Data Dynamics, Ltd.
PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Y ou may not use the TimeT rax software for com- mercial purposes nor sell, or otherwise transfer it for value. Commercial purposes include the use of the TimeT rax software to create publicly distrib- uted computer software.
PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE 7) APPLICABLE LA W . This EULA is governed by the laws of the State of Connecticut. Should Y ou have any questions concerning this EULA, or if Y ou desire to contact PYRAMID TECHNOLOGIES for any reason, please contact the PYRAMID distributor ser ving you or write: PYRAMID TEC HNOL OGI ES LLC .
PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE T ABLE OF CONTENTS Log In Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Initial Communication Form . . . . . . . . . . . . .
PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Archive Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Employee Details . . . . . . . . . . . . . . . . . . . . . . . . . . .
1 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE LOG IN WINDOW When the program is launched, you are presented with the Log In For m. INITIAL COMMUNICA TION FORM After you successfully log in, the system initializes communications with the time recorder attached to the PC.
2 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA YROLL SETUP Click the EDIT button to start Select your Pay Period. Note: Hourly employees paid on a Monthly and Semi-Monthly basis could accrue overtime in one Pay Period that is applied to the next.
3 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA Y CA TEGORIES SETUP Pay categories are classifications of employee hours. Click EDIT to begin. EMPLOYEE GROUPS SETUP P A Y CA TEGORY : Predefined classifications of employee hours. ( Holiday , Other , Overtime 1.
4 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Click EDIT to start. 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: Click Enable if you wish to use Pay Interval Rounding.
5 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE ADV ANCED EMPLOYEE GROUPS SETUP Employee Groups Advanced can be used when the standard Employee Groups is not sufficient for an organization. Shift W ar nings: Allows the employee to punch at any time, but will generate a warning when an employee punches outside of the defined shift.
6 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE BEFORE YOU ENTER NEW EMPLOYEES IN TIMETRAX Duplicate employee records can impact data integrity . In order to avoid duplicates please adhere to the following rules: • Always enter unique employee ID numbers.
7 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE EMPLOYEE DET AILS SETUP Thi s sec tio n is wh ere indi vid ua l emp loy ee in for mat io n is sto red .
8 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Select employee to register Select to add new fingerprint Select Register Fingerprint Select thumb print icon to register empoyee fingerprint. Have employee swipe finger for the 1st capture of fingerprint.
9 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Select Employee to be removed Select REMOVE fingerprint Click REMOVE fingerprint Pyramid highly recommends setting up each employee on the Employee Details T ab first and then go back and enroll each employee’ s fingerprint.
10 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TO CHANGE/ENROLL FINGERPRINT Delete the fingerprint from the Employees Detail Screen by selecting the employee name whose fingerprint you want to delete from the drop down box. Select the thumb print icon and it will bring you to the Fingerprint Registration Screen.
11 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE CONFIGURE T AB DA TE/TIME SETUP This is the screen in which you will make any adjustments necessar y to the date and time, as well as Daylight Savings Time settings. Note: Daylight Savings Time is based on 2007 law .
12 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE AUTOMA TIC BACKUP This screen allows you to select the location that you want to store your system backup. The backup is stored in a folder named PYRAMID. The critical files for restoring your system are Pyramid.
13 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE USER LEVELS 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.
14 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE DEPARTMENT CODE OPTION FOR TIMETRAX PC ONL Y This function allws employees to change Departments or Jobs throughtout the course of a workday . Department transfers could be used when an employer wants to capture time by job and employee vs.
15 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA YROLL T AB GET PUNCHES At Login you are offered the option to download punches. Pyramid recommends that you do this on a regular basis to prevent data loss. Other wise, GET PUNCHES allows you to download punches when you are ready for payroll activities.
16 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PUNCH EDITING Insert Punch: T o insert a punch, click the INSERT PUNCH button. Select the date of the punch and then select the time of the punch and choose SA VE.
17 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE EMPLOYEE SELECTIO N: Choose e ither EMPLOYEE BY GROUPS in the Selected Payroll Setupor INDIVIDUAL EMPLOYEES in t he Selected Payroll Groups. If you choose EMPLOYEE BY GROUPS, you are selecting every employee within the selected employee group.
18 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE REPORTS / EXPORTS REPORTS When generating REPORTS you must select the P A Y PERIOD you want included in the report, as well as the EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES you want included in the REPORT .
19 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Employee Contact Information: Shows NAME, ADDRESS, HOME PHONE and WORK PHONE. Employee Seniority Report: Shows EMPLOYEE NAME, ID NUMBER, HIRE DA TE and DA YS EMPLOYED. Y ou can sort by either 30/60/90 or 410-DA Y BANDS or BY NAME or BY DATE HIRED.
20 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Select PREFERENCES. TIMETRAX QUICKBOOKS INTEGRA TION REQUIREMENTS: QUICKBOOKS 2003 PR OO R HIGHER.
21 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE • Select TIMETRACKING from the displayed options and click on COMP ANY PREFERENCES tab. • Check the YES option in the DO YOU TRACK TIME field.
22 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE • Depending on access requirements select either of the two options: YES, WHENEVER THIS QUICKBOOKS COMP ANY FILE IS OPEN, or: YES, AL W A YS ALLOW ACCESS EVEN IF QUICKBOOKS IS NOT RUNNING.
23 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE • Make sure that the displayed options are checked: Required steps to properly integrate TimeT rax and Quickbooks, will var y depending on which product you are currently using and which product you are adding.
24 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE • Open each respective employee record and select P A YROLL AND COMPENSA TION INFO. • Check USE TIME DAT A TO CREA TE P A YCHECKS Importing QuickBooks employee records into TimeT rax.
25 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE For optimal integration, the following settings are recommended. Employee Match: Employee Import: Required Employee Match LINK RULES Settings.
26 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Required Employee Export LINK RULES Settings Employee Export: Important: In order to prevent duplication of employee records in either TimeT .
27 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE II. EST ABLISHED TIMETRAX USER, FIRST -TIME QUICKBOOKS USER III. NEW USER TO BOTH APPLICA TIONS Setting Employee Default in New QuickBooks Company Click on Employee/Employee Center For optimal integration, the following settings are recommended.
28 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Employee Match: Employee Export: Important: In order to prevent duplication of employee records in either TimeT rax and/or QuickBooks, please.
29 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TIMETRAX P A Y ITEMS AND QUICKBOOKS P A YROLL ITEMS In order for QuickBooks to generate Payroll data, the following steps are required: • The QuickBooks TIME TRACKING OPTION must be enabled.
30 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TimeT rax Payroll Items correspond to QuickBooks Payroll Items. By default TimeT rax provides the following Pay Items: • Regular • Overtime 1.
31 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Option #1: RENAMING TIMETRAX P A Y ITEMS. Next click on SETUP EXPORT button. Change the displayed TimeT rax Pay Item names to the respective QuickBooks Payroll Item names and click on ST ART EXPORTING TO QUICKBOOKS.
32 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Option #2: MERGING P A YROLL ITEMS IN QUICKBOOKS. D o not change the displayed Pay Item names and click on ST ART EXPORTING TO QUICKBOOKS.
33 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Next TimeT rax will display the following message. And QuickBooks will show the new Items in the Payroll Items list Right click on the QuickBooks Payroll Item that needs to be merged with the TimeT rax Pay Item.
34 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE In the displayed editing screen, change the displayed QuickBooks Payroll Item name to OVERTIME HOURL Y RA TE {2} and click NEXT . The following message will be displayed: Click on YES to merge the Payroll Items.
35 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE SETTING UP EMPLOYEES WITH NEW P A YROLL ITEMS IN QUICKBOOKS. Before QuickBooks can process payroll, the required payroll items have to be added to the QuickBooks employees’ payroll information.
36 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Next: assign hourly pay rate. Important: Repeat for each required payroll item and for each employee. Please note: Pay rates are not exported from TimeT rax to QuickBooks and have to be set up manually for each employee.
37 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE ADP EXPORT The following are instructions for setting up and using the ADP EXPORT contained in the TimeT rax.
38 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE GENERIC TEXT EXPORT The following are instructions for setting up and using the GENERIC TEXT EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
39 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA YCHEX PREVIEW EXPORT The following are instructions for setting up and using the P A YCHEX PREVIEW EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
40 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA YCHEX PA YLINK EXPORT The following are instructions for setting up and using the P A YCHEX P A YLINK EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
41 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PRODA T A EVOLUTION EXPORT The following are instructions for setting up and using the PRODA T A EVOLUTION EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
42 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE PA Y AMERICA EXPORT The following are instructions for setting up and using the P A Y AMERICA EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
43 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TIME CLOCK EXPORT The following are instructions for setting up and using the TIME CLOCK EXPORT contained in the TimeT rax. Y ou will have to go into the REPORTS/EXPORTS tab to proceed with the export.
44 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TIMETRAX BIO FREQUENTL Y ASKED QUESTIONS Q. WHA T FINGERPRINT TECHNOLOGY DOES TIMETRAX BIO USE? A.
45 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Q. HOW ACCURA TE IS THE TIMETRAX BIO? A. The accuracy of fingerprint readers has increased dramatically in the last few years. Error rates have been steadily declining as matching and sensor technologies evolve.
46 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Q. WHA T HAPPENS IF THE COMPUTER SYSTEM CRASHES OR WE EXPERIENCE A POWER OUT AGE? CAN EMPLOYEES CONTINUE TO SCAN? A. Since the TimeT rax Bio terminal stores the fingerprint vs. the software storing the fingerprint, employees can continue to scan if the computer systems are down.
47 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE TROUBLESHOOTING GUIDE FOR YOUR TIME RECORDER YOU MUST BE LOGGED IN AS ADMIN IN TIMETRAX AS WELL AS ANY OTHER INTEGRA TED SOFTW ARE PROGRAM, SUCH AS QUICKBOOKS, TO PERFORM ANY MAINTENANCE FUNCTIONS.
48 T R O U B L E S H O O T I N G Software is Acting in an Unexpected Manner • Restart Tim eT rax and see if that corrects the problem. • Reboot your computer and re-launch TimeT rax. • Make sure you meet the minimum system requirements listed in the MINIMUM SYSTEM REQUIREMENTS section of this manual.
49 T R O U B L E S H O O T I N G • Navigate to My Computer – C: Documents&Settings/AllUsers/ Documents(shared)PyramidTimeT rax and choose EDIT ➞ Paste into the TimeT rax folder . Choose YES TO ALL to replace the existing files. • Open the TimeT rax software with your usual user name and password.
50 T R O U B L E S H O O T I N G For Non-Network PC users: 1. Right-click on your desktop. 2. Select NEW and FOLDER. 3. Open the folder , right-click and paste files. 4. T ransfer files to the new computer . 5. Navigate to the TimeT rax directory and paste the files.
51 USB to RS232 adapter (PN 41685): For computers with only a USB port. **Important** Make sure that the TimeT rax software is installed prior to connecting the TimeT rax unit to the PC. Connect the 50’ RJ45 cable (fig. D) to the RJ45/DB9 adapter (fig.
52 T R O U B L E S H O O T I N G Software Cannot Locate Time Recorder – Ether net V ersion Only An enabled DHCP Ser ver on the network is required for an Ethernet terminal to receive an IP address to make a connection to the software.
53 Inserting A Static IP Address On Ether net Clocks Only Pyramid offers the option of inputting the IP address given to the terminal by the DHCP ser ver into the software. Y ou can locate the IP address by unplugging the terminal and plug it back in to reset it.
54 T R O U B L E S H O O T I N G Choose RESTORE FROM CURRENT BACKUP . Click VIEW INACTIVE EMPLOYEES. • This will restore all data from the last backup. If you have punches in the TimeT rax unit that have not been downloaded, download them as described in the P A YROLL T AB, GET PUNCHES SECTION of this manual.
55 T R O U B L E S H O O T I N G For each employee, go to edit button and uncheck the INACTIVE check box located under HOURL Y P A Y RATE. From the P A YROLL ICON on the VERTICAL ICON BAR, click GET PUNCHES. Note: Pyramid highly recommends the use of surge protectors to prevent data loss.
56 T R O U B L E S H O O T I N G Error 1609 U.S.A. Home Editions of XP or VIST A Error 1609: An error occurred while applying security settings. Power Users is not a valid user or group. This could be a problem with the package, or a problem connecting to a domain controller on the network.
57 T R O U B L E S H O O T I N G VIST A Home Right click on desktop and select NEW and then SHORTCUT : Select NEXT and FINISH. Vista will create an icon on your desktop. Right click and Run as Administrator . When you get the box below , type: NET LOCALGROUP “POWER USERS”/ADD.
58 T R O U B L E S H O O T I N G VIST A and USB Adapter Driver – Seria l/ USB V ersion ONL Y : TimeT rax install CD includes a Driver for the USB adapter . If you are running VIST A and receive a message that the software CANNOT FIND THE DEVICE DRIVER, you will need to follow the instructions below: Disconnect the USB adapter from your computer .
59 T R O U B L E S H O O T I N G VIST A and USB Adapter Driver – Seria l/ USB V ersion ONL Y : Select RE-INST ALL (UPGRADE), then Next to allow the USB-to-Serial device installer program to perform the installation. When it is finished, select FINISH and reboot your computer .
60 IMPORT ANT INFORMA TION QuickBooks 2007 Integration – Seria l/ USB V ersion ONL Y : The new QuickBooks 2007 upgrade contains a PDF Converter that utilizes a virtual port that masks itself as a COM port (COM1).
61 WARRANTY INFORMA TION RE GI ST ERI NG T IM ET RAX Pl ea se be su re to co mp le te th e prod uc t regi st ra ti on fo rm o nl ine a t ww w .pt it im e.
62 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE INDEX 7 7th Day W orked Overtime . . . . . . . . . . . . . . . . . 5 A Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 ADP Export . . . . . . . . . . . . . . . . . . .
63 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE O Overtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 P Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1, 12 Pay American Export . . . . . . . . . . . . .
64 PYRAMID TIMETRAX EZ / BIO / PC SOFTWARE REFERENCE GUIDE Pyramid Technologies Technical Support Plan Pyramid T echnologies, LLC (“Pyramid”) and the Comp any (“C usto mer” ) or deri ng t he P.
Un punto importante, dopo l’acquisto del dispositivo (o anche prima di acquisto) è quello di leggere il manuale. Dobbiamo farlo per diversi motivi semplici:
Se non hai ancora comprato il Pyramid Time Systems TTEZ è un buon momento per familiarizzare con i dati di base del prodotto. Prime consultare le pagine iniziali del manuale d’uso, che si trova al di sopra. Dovresti trovare lì i dati tecnici più importanti del Pyramid Time Systems TTEZ - in questo modo è possibile verificare se l’apparecchio soddisfa le tue esigenze. Esplorando le pagine segenti del manuali d’uso Pyramid Time Systems TTEZ imparerai tutte le caratteristiche del prodotto e le informazioni sul suo funzionamento. Le informazioni sul Pyramid Time Systems TTEZ ti aiuteranno sicuramente a prendere una decisione relativa all’acquisto.
In una situazione in cui hai già il Pyramid Time Systems TTEZ, ma non hai ancora letto il manuale d’uso, dovresti farlo per le ragioni sopra descritte. Saprai quindi se hai correttamente usato le funzioni disponibili, e se hai commesso errori che possono ridurre la durata di vita del Pyramid Time Systems TTEZ.
Tuttavia, uno dei ruoli più importanti per l’utente svolti dal manuale d’uso è quello di aiutare a risolvere i problemi con il Pyramid Time Systems TTEZ. Quasi sempre, ci troverai Troubleshooting, cioè i guasti più frequenti e malfunzionamenti del dispositivo Pyramid Time Systems TTEZ insieme con le istruzioni su come risolverli. Anche se non si riesci a risolvere il problema, il manuale d’uso ti mostrerà il percorso di ulteriori procedimenti – il contatto con il centro servizio clienti o il servizio più vicino.
