admin console manual

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Table of Contents 1. CREATING SUPER ADMINISTRATOR 2 2. Login Screen 3 3. Main Screen 4 4. Manage 5 4.1 Employee Module 5 4.2 Department Module 9 4.3 Activities Module 10 4.4 Location Module 11 4.5 Shifts Module 12 4.6 Pattern Master Module 13 4.7 Categories Module 14 4.8 Data Transfer Module 15 5. Settings 17 5.1 Display Settings 17 5.2 Security 18 5.3 IP 20 6 Leave 21 6.1 Holiday List 22 6.2 Leave Form 23 6.3 Leave Status 24 6.4 Leave Entry 25 6.5 Attendance Entry 26 7 Reports 27 7.1 Employee 27 7.1.1 How to generate the Report 28 7.2 Attendance 29 7.2.1 How to generate the Reports 30 7.3 General Report 31

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Page 1: Admin Console Manual

Table of Contents 1. CREATING SUPER ADMINISTRATOR 2

2. Login Screen 3

3. Main Screen 4

4. Manage 5 4.1 Employee Module 5 4.2 Department Module 9 4.3 Activities Module 10 4.4 Location Module 11 4.5 Shifts Module 12 4.6 Pattern Master Module 13 4.7 Categories Module 14 4.8 Data Transfer Module 15

5. Settings 17 5.1 Display Settings 17 5.2 Security 18 5.3 IP 20

6 Leave 21 6.1 Holiday List 22 6.2 Leave Form 23 6.3 Leave Status 24 6.4 Leave Entry 25 6.5 Attendance Entry 26

7 Reports 27 7.1 Employee 27

7.1.1 How to generate the Report 28 7.2 Attendance 29

7.2.1 How to generate the Reports 30 7.3 General Report 31

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1. CREATING SUPER ADMINISTRATOR

This form appears when you start the ebiome application.This is used to create Super Administrator . Firstly you will have to give the user name and password. Set the Department name and the code Select the options given like Temporary Employee/shift etc. Click OK to create Super Administrator login ID.

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2. Login Screen

Here you will have to give the login details. Give the user Name and Password created using super Administrative screen and click OK to login or Cancel to terminate the application.

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3. Main Screen

This screen appears as soon as you log in. This screen will guide you to the different operation.

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4. Manage Click on the Mange Icon or Menu. The user will get 8 different modules or sub menu.

4.1 Employee Module

This form appears by clicking on to the employee icon. Here the user can enter the personal and official details of the employee. The user can also view or modify the details of an employee. Brief description of individual field and operations are given below.

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Click on the Personal Tab and the personal detail screen will appear as shown in the above figure. The Functionality of individual button are as follow. Modify: This button is used to modify the records of individual employee. Find: This button is used to search the employee record by first name or last name. Listing: This button will display the list of all employees who are registered. Delete: This button is used to delete the record of individual employee. Refresh: This button is used to refresh the record after you perform search operation. First: This button is used to move to the first record of an employee. Next: This button is used to scroll down next records of an employee. Last: This button is used to move to the last record of an employee. Close: This button is used to close the module. To enter the details of individual employee click on Modify button and enter the details as explained below then click on Save button to save the record or on Cancel button to the cancel the process. First Name: First name by which the employee is recognized must be entered here. The Name of the employee has to be entered depending upon the employee code you have given during the registration of the fingerprint.You can view the employee code by clicking on official tab. Last Name: Last name or the surname of the employee must be entered here. Department: The department of the employee must be selected from the given list .If particular department does appear go to department module and create the department as explained in the department module.Close the employee form and open it again so that desired department appear. Address: Enter the permanent residential address of an employee. City: Enter the city of an employee residential address. State: Enter the state of an employee residential address. Pin Code: The pin code of the city to which the employee belongs must be entered.

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Home Phone: Enter the contact no of an employee. Correspondence Address: Enter the correspondence address here. Qualification: Employees educational qualification must be entered here. Date of Birth: Enter employee’s date of birth. Gender: Gender specifying whether the employee is male or female. Father’s Name: Enter employee’s father name . Login password: Login password is given to an employee, other than the administrator who can view the details and can login into the system depending upon the permission set using security module. Account Disabled: This is to disable the account of the employee when he/she quits. Employee – Official Details

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Click on the official tab to enter the official details. Employee code: This code is allotted to the employees during registration. This is used for all activities. Designation: Enter the designation of the employee in the organization. Date of joining: The date on which the employee joined the organization. Leaving Date: The date on which the employee has quit the organization. Weekly Off: The day the employee is entitled to take weekly off. If you don’t select any day by default it will take Sunday. Reason For Leaving: The reason for leaving the organization and this field is used when employee quits the organization. Nominee Name: This is done to notify the concerned person during mishap/accident. Nominee Relation: Enter the relation of the nominee with the employee. Shift: The shift to which the employee belongs to must be selected. Rotation Shift: The pattern in which the employee’s shift must be rotated must be selected here. Shift Date: The date on which the shift has started and can be used for calculating the shift rotation of the employee. Note: The fields Firstname, Lastname, Department, Shift are mandatory. Don’t alter the Employee Code.

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4.2 Department Module

This form appears by clicking on to the Department icon. This Module is used to create or delete the department. The functionality of each button is same as explained in the Employee Module. To create a new department click on Add button enter the details as explained below and save the data. To cancel the operation click on Cancel Button. The details of individual fields are explained below. Department ID: This is an auto generated number which is non editable. Department Name: The name of the department in the organization. Department Code: The code (abbreviation) by which the department is recognized.

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4.3 Activities Module

This screen appears when you click on to on the Activities icon or on the Activities sub menu. This module is useful for the product FTA 1616. This module gives all the details of all the activities of the day like In office, out office etc. The name of the activity, color to be given to the activity is displayed in the log viewer. Different colors can be allotted to different activities. These can be changed frequently. The function of buttons is same as explained in employee module. The details of individual fields are explained below. Activity: Various activities of the day like in office, break, lunch, Out on assigment, left for the day etc.

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Display Color: The color by which different activities can be displayed. When this activity occurs: What action has to be taken during the particular activity, whether to start the timer or to stop it.

4.4 Location Module

This screen appears by clicking on to the Location icon. This Module is used to create the Location where the company resides. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below.

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Location Name: Entering the company’s location and various branches of the company. The city where the company resides and the application installed.

4.5 Shifts Module

This screen appears by clicking on to the Shift icon. This Module gives information about the various shifts of the company. The user can create different types of shifts for the employees as per company rules and regulations. Depending on the time of the shift the software will generate reports like early going, late coming, overtime etc. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Shift Code: The code by which the shift is recognized. Shift Name: The name of the shift.

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In-Time: The time the employee must report to the organization for that particular shift. Out-Time: The time the employee leaves the organization after the shift. Lunch Time From: Time allotted for lunch must be entered here. Grace Time: The grace period allotted before the in time, so that the employee can be marked late.

4.6 Pattern Master Module

This screen appears by clicking on to Pattern Master icon. This module displays patterns in which the shift should be changed if there are more than one shift for an employee. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Shift Rotation: The rotation of the shift must be entered here depending on the number of shifts available. The employee’s shift changes automatically based on the pattern master. The data should be entered with a comma separated along with the shift code.

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Skip Days: The number of days the shift has to change.

4.7 Categories Module

This screen appears by clicking on to Categories icon. This module is used to create the various categories in individual department. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Category Name: This field is used to create the various types of categories and in turn used in the employee module.

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4.8 Data Transfer Module

This screen appears by clicking on to Data Transfer icon. This module is used to download and upload user data from the machine. The module details are explained below. There are two options to download or upload the data. Option 1:TCP/IP This option is used when the machine is connected in the network through the IP address and put into the network. Select the Network radio button option in the Data Transfer frame.

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Before selecting the Network Option make sure that details regarding the IP address and machine number are entered as explained in the IP setting Module. Option 2:Comport This option is used when there is no network available and data transfer will be done through RS232 connectivity. Select the Com Port radio button option. Then select the machine number (Device number) and the Com Port number to which the RS232 cable will be connected through the drop down combo box in the Data Transfer Frame. Click on Connect Device Button to connect to the machine. Download User: After selecting the option click on Download User button to download the user information and fingerprint data from the individual machine. Download Log: After selecting the option and downloading the register user click on Download Log button to download the log from the machine. Download from Pen Drive: This Button is used to download the log data from the USB pen drive for the place where the machines are connected in a remote area and data are copied to pen drive from the machine. Update/Delete User: This button is used to update/delete the user details in different machine either through TCP/IP or Comport. Click on Update/Delete User button Update/Delete user Frame will appear. Then select the user from the list whom you want to update/delete from particular Machine. Select the Option delete/update from the frame and then select the machine number. Click on Ok button. Depending on the Option the data will be transferred or deleted from the particular machine. Click on Cancel Button to cancel the operation.

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5. Settings Click on the Setting Icon or Menu. The user will get 3 different modules or sub menu.

5.1 Display Settings

This screen appears by clicking on to the Display setting icon. This module is used to make all the settings, which has to be used in the application for generating different types of reports and also to set the different default status for the application. The name of the company must be displayed while starting the application for FTA1616.

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The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Title: Name of the company must be entered which has to be displayed on the report. Current Location: Select the Location from the drop down box .If the dropdown box doesn’t have any location data then create the location using location module. Display Style: The manner in which the employee’s name must be displayed, like first name and last name etc for product FTA1616. Default Status: Used to indicate the Default activities when the employee punches in for the first time for product FTA1616. Shift: If you check this option then you get the option to create different shifts for the organization. Application Setting: This Option is used for the product FTA 1616.

5.2 Security

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This screen appears by clicking to Security icon. This Module is used to assign privileges to different users. Depend upon the privileges the user can access different modules in the admin console. The Tree View consists of the list of employees in the individual department. The List View displays all the modules in tha application. The Read/Write option is to select what permission has to be assigned to the employees. The Grid displays the list of employees who have been assigned the permission to access records and the type of permission to the different module. Add: Can add new records into the list with the employees selected and the module and permission to be assigned. Delete: Can delete records after reconfirming for deletion.

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5.3 IP

This screen appears by clicking to IP icon. This Module is used to create the different IP details of the machine. This Module is used when machine are connected in the network using TCP/IP. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. IP Address: This field is used to enter the IP Address of individual machine. Machine No: this field is used to enter the machine number of the individual machine with respect to IP Address.

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6 Leave Click on the Leave Icon or Menu. The user will get 5 different modules or sub menu

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6.1 Holiday List

This screen appears by clicking on to the Holiday list icon. This Module is used to create the holiday’s list for the calendar year. Holiday list will help to mark the attendance details properly. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Holiday Name: The name of the holiday must be entered here Holiday Date: The date on which the holiday falls must be entered here.

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6.2 Leave Form

This screen appears by clicking to the Leave icon. This module is used to create the different type of leaves made available to the employees like Casual Leave, Sick Leave etc. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Leave Type: The type of leave must be entered here. Leave Code: The code of leave type must be entered here.

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6.3 Leave Status

This screen appears by clicking to the Leave status icon. This module is used to create the employees leave details like the type of leaves available, Number of leaves available and the balance leaves that the employees can avail. All the controls will be locked until Add icon is clicked. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Employee: The name of the employee must be selected from the dropdown box. Leave Type: The type of leave that the employee can take must be selected here. No. Of Leaves: The number of days allowed for the specified leave must be entered here. Leave Balance: Number of days remaining out of the specified leaves.

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6.4 Leave Entry

This screen appears by clicking to leave entry form icon. This module is used to enter the leaves taken by the employees and to manage the leaves. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Select Employees: The name of the employee who wants to take leave must be selected from the dropdown box. Shift Type: The type of shift the employee belongs displays here. Select Leave Type: The type of leave, which the employee wants to avail, must be selected. From and To: The duration of the leave must be entered here.

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6.5 Attendance Entry

This screen appears by clicking to Attendance entry form icon. This module is used to enter the manual attendance of an employee if the employee forget to punch or gone on assignment /duty. The status of the employee cannot be mark Out unless status is marked In for a particular employee. The functionality of the buttons is same as explained in the employee module. The details of individual fields are explained below. Employee Code: It will display employee code of a selected employee. It is a non-editable field. Select Employee: Here the user should select the employee for whom the attendance has to be marked. Shift Type: it will display the shift type of the selected employee. Status: Here the user has to select the status for a selected employee weather he is IN or OUT.

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Date: This field is used to select the date for which the attendance has to be marked. Time: This field is used to mark the time for particular status. Depending upon the time the employee late coming or early going will be decided. 7 Reports Click on the Reports Icon or Menu. The user will get 3 different modules or sub menu. These modules are used to generate different types of reports required for an organization.

7.1 Employee

This screen appears by clicking to Employee icon. This module is used to generate four types of reports. The reports description is given below.

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• Employee Report: This option is used to generate the detail punching report of an individual employee for a given period of time.

• Date Report: This option is used to generate the detail punching report of all the employee sorted date wise.

• Time Report: This option is used to generate the detail punching report of an individual employee for a given period of time along with total duration worked in a day plus total no of hours worked in a given time frame.

• Time Summary: This option is used to generate the detail punching report for an individual employee for a period of one month.

7.1.1 How to generate the Report

• Select the type of report you want to generate from Report List.

• Select the Department for which the report has to be generated from the Department list.

• Once you select the Department the employee in the particular department gets selected automatically which you can view in the employee List.

• Select the date option from the Select Date Range drop down box.

• Click on the Preview button and the report will be displayed.

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7.2 Attendance

This screen appears by clicking to Attendance icon. This module is used to generate twelve types of reports. The reports description is given below.

• Present Report: This option is used to generate the monthly attendance report in the format of attendance report. Along with the monthly attendance report this will provide details like total no of days present, No of weekly of, No of leaves for a individual employee.

• Absent Report: This option will generate the list of employees absent for a particular day.

• Late Arrival Report: This Option will generate the list of employee who is late for a particular shift along with the time employee punched.

• Early Arrival Report: This Option is used to generate the list of employee who has come early to the office for a particular day. It will also give the details how much time the employee was early to work.

• Early Departure Report: This Option will generate the list of employee who left early from the office before schedule shift out time.

• Daily Attendance Report: This option will generate the list of employee who is present for a particular day along with the First In time and Last Out time.

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• Monthly Attendance Report: This report is similar to Present report. The difference is that it gives details about the punching if the employee is punching for Lunch hours. In this report the day is divided into 2 periods. This report is useful for the organization in which employee punch for the lunch period and divides the working hours for an individual employee into 2 periods.

• Over Time Register Report: This Option is used to calculate the Over time hours for the employee for a particular day. This is calculated on the basis of total no of hours defined in a particular shift.

• Continuous Absent Report: This option is used to generate the list of employee who are continuous absent for a particular period of time in a given date range. For this report user have to specify the condition that for how many days you want to check. Minimum no of days is 2.

• Continuous Late Arrival Report: This option is used to generate the list of employee who are continuous late to the office for a particular period of time in a given date range. For this report user have to specify the condition that for how many days you want to check. Minimum no of days is 2.

• Continuous Early Departure Report: This option is used to generate the list of employee who are continuously leaving the office early for a particular period of time in a given date range. For this report user have to specify the condition that for how many days you want to check. Minimum no of days is 2.

• Working Duration Report: This report is similar to present report. Here the user can view In and last out time along with duration for a period of one month. Here the users have snap shot of time duration along with the In Time and Out Time for all the employee for a period of one month.

7.2.1 How to generate the Reports • Select the type of report you want to generate from Report

List. • Select the Department for which the report has to be

generated from the Department list or user can select the all Option to generate for all the employee.

• Select the shift type if the user want to generate the reports for a particular shift.

• Select the date range from the date Option. • Click on the Preview button and the report will be

displayed. Note: For Present, Working Duration, Working Duration report MS Excel 2000 has to be there in the user machine.

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7.3 General Report

This screen appears by clicking on to the general report icon. This module is used to generate three types of reports. The reports description is given below.

• Leave Details Report: This Option is used to generate the summarize details of different type of Leaves available and availed by the individual employee.

• Over Time Summary Report: This report will give totals no overtime Hours worked by an employee in a given period of time. It gives the summarize details of Over Time hours for all the employees.

• Department Summary Report: This report will give the summarize details of no of employee present, Absent, Leave for a particular day in the particular department.

The usage of report is same as explained in the Attendance report. Note: The Sample type of all the reports is present in the Sample Report folder in the CD.