Kronos InTouch® DX User Guide How to use and administer the Kronos InTouch DX timeclock.
The information in this document is subject to change without notice and should not be construed as a commitment by Kronos Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. © 2019 Kronos Incorporated. All rights reserved. Altitude, Altitude Dream, Altitude Pairing, Altitude PBS, CardSaver, Gatekeeper, Gatekeeper Central, Keep.
RoHS Directive—This data collection device and all hardware options currently qualified to work with this device are designed in accordance with the restricted substance requirements of Directive 2002/95/EC and 2011/65/EU of the European Parliament and of the Council of the European Union, including Commission Delegated Directive (EU) 2015/863 amending Annex II of the Directive.
Contents Chapter 1: Overview Introduction ................................................................................................. 12 How InTouch DX works ............................................................................. 13 How the timeclock operates with the host application ......................... 13 Cross-punching ..................................................................................... 13 Modes of operation .............................................................
Contents Access your employee home page ...............................................................31 Community home page ..........................................................................31 Individual home page ............................................................................32 Smart Landing .......................................................................................33 Biometric scanning ................................................................................
Contents Templates .............................................................................................. 61 Terminology .......................................................................................... 62 Enroll or Re-Enroll Employee .............................................................. 65 Unenroll Employee ............................................................................... 73 Standard transactions ......................................................................
Contents Connect to Network .............................................................................108 Date and Time .....................................................................................111 Audio ...................................................................................................111 Display .................................................................................................112 VNC Remote Access ...............................................................
Contents Run Tests ................................................................................................... 127 Sequential ............................................................................................ 127 Communications ................................................................................. 127 Integrated Badge ................................................................................. 128 Display ....................................................................
Contents 10
Chapter 1 Overview Note: If you are configuring the Kronos InTouch DX for the first time, go to “Initial setup and configuration” on page 93.
Chapter 1 Overview Introduction The InTouch DX is a data collection device that communicates with the Kronos host applications. The timeclock collects information that employees enter using a badge reader, biometric device, or keypad. The host application software collects data from the timeclocks to track and process labor-related data, generate management reports, and transfer information to the payroll service.
How InTouch DX works How InTouch DX works How the timeclock operates with the host application Administrators: Use the host application to configure employees and information such as schedules, punch restrictions, and labor categories. The host application downloads this information to the timeclock, which uses it to accept or restrict employee punches. When employees swipe their badges at the timeclock, the punch information is stored in the timeclock database.
Chapter 1 Overview Modes of operation InTouch DX operates in three modes: • Employee • Manager • Maintenance Each mode has its own set of transactions, depending on how the host application is configured. To access a mode, authorized users can swipe a badge or use other methods, as described in this document. Employee mode The device most often operates in employee mode. It accepts punch data that employees enter using a badge reader or the touch screen.
InTouch DX features InTouch DX features Schedule enforcement Administrators: To configure devices to validate employee punches against their schedules, use the host application. The punch rules contain a setting that enables schedule enforcement. You can tailor the complexity of schedule enforcement to meet your business needs. Depending on your system configuration, the devices can do the following: • Limit how early and late employees can punch in or punch out.
Chapter 1 Overview When the default transaction for a home employee’s badge swipe is a punch, you can assign a different default transaction for a badge ID entry. For example, if a group of home employees routinely change job assignments when they start a shift, you can set the default transaction to a Job Transfer for a start-of-shift badge read.
InTouch DX features If the host application automatically generates punches based on an employee’s schedule, and a persistent transaction is in effect for that employee, the persistent transaction takes precedence. Soft key schedules Administrators: You can use the device configuration settings to create soft key schedules, during which certain device transactions are not available to employees.
Chapter 1 Overview • Polish • Portuguese (Brazil) • Spanish (Mexico) • Spanish (Universal) Administrators: You can translate the user interface into other languages, or customize the text in any of the supported languages. For details, see the Guide to Translating and Customizing the InTouch DX Interface. Multi-language support Administrators: The timeclock can display the interface in one or more of the supported interface languages.
Badges Badges Integrated badge readers The InTouch DX is equipped with one of the following integrated badge readers: • HID® Prox • Smart card: MIFARE/DESFire, iCLASS, or FIPS 201 • Bar code • Magnetic stripe If the timeclock is equipped with a proximity or smart card reader, hold the badge within one inch of the timeclock, as shown in the following illustration.
Chapter 1 Overview emits a different tone, and an error message appears on the screen. Wait until the message times out or tap the X to close the message. Then re-attempt the badge read. FIPS PIV cards The InTouch DX can read an employee badge number from a FIPS 201 PIV card, which is a type of smart card issued by the US Federal Government.
Badges Federal Government-related card types not supported by the integrated smart card reader in the InTouch DX include, but are not limited to: • PIV-I Cards (Personal Identify Verification - Interoperable). • CIV (Commercial Identity Verification). • CAC (Common Access Card). • TWIC (Transportation Worker Identification Credential).
Chapter 1 Overview Navigation Gesture support Select To select an item (for example, a labor category) from a list, press the item with one finger for at least one second. Release your finger to complete the action. If you cannot view an item’s description in its entirety (for example, the location transfer set Hospital A/Nursery/RN1), press and hold the item until all of the text appears.
Navigation 23
Chapter 1 Overview Home and Menu keys The front of the timeclock contains two keys. The Home key returns users to the respective employee mode, manager mode, or maintenance mode home page. The Menu key (below the Home key) allows authorized users to access the following: 24 • Maintenance Mode: Opens the maintenance mode home page. • Clean Touchscreen: See “Clean the touchscreen” on page 149.
Navigation Alphanumeric keypad Interface standards: • The “X” in the text box clears your entire entry. • The “X” on far right is the Backspace key. • To close the keypad without saving, tap the Back icon. • The 123? key toggles between the alphabetic and numeric keypads.
Chapter 1 Overview Calendar 26
Navigation Interface standards: • The selected date is orange. • The calendar defaults to the current date, which is in a blue circle. • The horizontal arrows allow you to scroll through the months.
Chapter 1 Overview Customize the user interface For details about performing these tasks, see the device configuration online help. Logo Administrators: Use the device configuration settings to add your company logo to the home page. First, import your company logo to the device. Access the Device Configuration page, open the Main Menu, and select Manage Imports > Logo File. Then, add your logo by selecting General Settings > Logo.
Chapter 2 Employee Mode Transactions
Chapter 2 Employee Mode Transactions Introduction Employee mode enables you to perform activities such as punching in, requesting time off, or viewing your schedule. When the InTouch DX is in employee mode (the default mode), you initiate a transaction by tapping the appropriate soft key. The following sections describe how to perform employee mode transactions.
Access your employee home page Access your employee home page Note: This section assumes that your administrator has configured a punch as the default transaction for a badge swipe or finger scan. Your employee home page contains your photo or initials, a link to the Message Center (if configured), and a log-out button. Community home page There are three ways to access your employee home page when the timeclock is configured to display the community home page.
Chapter 2 Employee Mode Transactions Option 1 1. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 2. Enter your password. A message confirms that your punch was successful. 3. Do one of the following: – Tap Accepted. The community home page re-opens. – Tap the messages link. Enter your credentials to access the Message Center. Option 2 1. Tap Employee Logon. 2. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 3. Enter your password.
Access your employee home page Note: If you are not a home employee, and cross-punching is not allowed at this timeclock, the community home page opens. Smart Landing The optional Smart Landing feature displays time-sensitive messages (such as a reminder to punch, or acceptance of a time-off request) when you access your individual home page. Your administrator can configure a Smart Landing soft key.
Chapter 2 Employee Mode Transactions • Biometric verification requires you to swipe your badge or enter your badge ID before you scan a finger—on a timeclock that is configured for biometric verification. • Biometric identification requires you to perform only a finger scan—on a timeclock that is configured for biometric identification.
Standard transactions Standard transactions Standard (or local) transactions use information that is stored in the timeclock. Administrators: You can configure the following options for standard transactions. For details, see the device configuration online help. • Enable biometric verification or biometric identification for home employees. Access the Device Configuration page, and select Cards and Readers > Biometric. To enable biometric identification, select Enable Biometric Identification.
Chapter 2 Employee Mode Transactions The following standard employee transactions are included with the InTouch DX. All procedures assume that you have already entered your credentials. Add Missed Punch Allows you to add a missed punch to your timecard. 1. Tap Add Missed Punch. The punches for each day in the current pay period appear. Missed punches are denoted by an exclamation point icon. 2. Do one of the following: – Tap the row with the missed punch, enter the punch time, and tap Add.
Standard transactions 1. Tap Add Transfer. 2. Depending on your configuration, complete one or more of the following fields: – Business Structure – Pay Cost Center – Work Rule – Project – Work Order – Comment Code 3. Enter the Date. 4. Enter the Time. 5. Tap Submit. Edit Paycode Allows you to edit the number of hours or the amount of money charged to a paycode.
Chapter 2 Employee Mode Transactions Hours 1. Tap Edit Paycode. 2. Tap Hours. 3. Tap the Date text box, and select the date. You can enter a date up to 29 days in the past or in the future. 4. Enter the number of hours. 5. Open the Paycode list, and select the paycode that you are editing. 6. (Optional) Select the Business Structure. 7. Tap Submit. If successful, a summary of the transaction appears. Money 1. Tap Edit Paycode. 2. Tap Money. 3. Tap the Date text box, and select the date.
Standard transactions Enter Gate Tap Enter Gate to unlock a door or turnstile without affecting your punch status. Enter Tips Allows you to record your tips. 1. Tap Enter Tips. 2. Enter the Tip Amount. 3. Select the Business Structure. 4. Select the Cost Center. 5. Select the Work Rule. 6. Depending on how your system is configured, you may have the option to add a transfer. 7. Tap Submit.
Chapter 2 Employee Mode Transactions Request Time-Off Enables you to request vacation time, sick time, or other time off from work. In a single transaction, you can make one or more requests for time-off. 1. Tap Request Time-Off. 2. If prompted, select a time-off sub-type. Otherwise, go to the next step. 3. Complete the following fields: – Start Date – End Date – Paycode – Duration – (Optional) Comments Code – (Optional) Comments 4.
Standard transactions Review Punches Enables you to view successful punches, rejected punches, and labor transfers that have occurred during a specified time period. Administrators: To configure the number of hours’ worth of data that the timeclock displays, see the online help for the host application. 1. Tap Review Punches. Each punch, rejected punch, and labor transfer that occurred in the previous review period. 2. To view details about a rejected punch or labor transfer, tap the row.
Chapter 2 Employee Mode Transactions 4. Depending on your configuration, do one of the following: – To add missing punches to your timecard, tap Continue. The Add Missed Punch transaction opens. For details, see “Add Missed Punch” on page 36. – To approve your timecard as is, tap Review. At the attestation prompt, tap Approve. View Attendance Balance Displays your attendance balances for a specified pay period. 1. Tap View Attendance Balance. 2. Use the calendar icon to select the pay period.
Standard transactions View Punch Status Tap View Punch Status to view the date and time of your last punch. The time span that the system searches is configurable.
Chapter 2 Employee Mode Transactions Smart View transactions Unlike standard transactions, Smart View transactions do not rely on information that is stored in the InTouch DX. Instead, they allow you to perform transactions at the timeclock and submit the information directly to the host application database. Transaction information and data entry screens are HTML pages that you access using a web address (URL). Administrators: You can enable biometric scanning for individual Smart View transactions.
Smart View transactions Administrators: You can create custom Smart View transactions for your employees. For example, you can configure a Smart View transaction that plays a training or educational video that resides on the host application. For more information, see the device configuration online help. Edit Paycode (Smart View) Use the Edit Paycode transaction to associate a positive or negative amount of time or money with a paycode.
Chapter 2 Employee Mode Transactions 5. (Optional) Select the business structure, and one or more labor levels. 6. Tap Submit. Money 1. Tap Money. 2. Select the date. You can enter a date up to 29 days in the past or in the future. 3. Enter the amount. 4. Select the paycode. 5. (Optional) Select the business structure, and one or more labor levels. 6. Tap Submit.
Smart View transactions Navigation • Unread messages contain bold text and color graphics. Messages that you have read are grayed out. • By default, all messages appear in the list, but you can view only unread or only read messages by tapping the appropriate button (if configured). • To view the contents of a message, tap its row. • Some messages, such as requests for time-off, allow you to view the original transaction without exiting the Message Center.
Chapter 2 Employee Mode Transactions Move Paycode (Smart View) Use this transaction to deduct hours charged to a paycode and add them to a different paycode. 1. Tap Move Paycode. 2. Tap the Date text box, and select the date. You can enter a date up to 29 days in the past or in the future. 3. Tap the Time text box, and select the time. 4. Enter the number of hours. 5. Open the From Paycode list, and select the paycode from which you are deducting hours. 6.
Smart View transactions Request Open Shift (Smart View) 1. Tap Request Open Shift. 2. If prompted, select a shift sub-type. Otherwise, go to the next step. 3. Tap the Select Shift text box. A list of open shifts appears (to view details, tap the shift). 4. Select the appropriate shift. 5. Tap Select. 6. On the Shift Preferences page, complete the following fields: – Start Date – End Date – Shift Type 7. Tap Apply. 8. (Optional) To request another shift, tap Create New Request.
Chapter 2 Employee Mode Transactions Request Shift Swap (Smart View) This transaction allows you to exchange one of your shifts for the shift of another employee. 1. Tap Request Shift Swap. 2. Tap the Offered Shift field to view your shifts. Select the shift that you are offering to swap, and tap Select. The information icon reveals shift details. Note: If the Respond to Swap Request button appears, another employee has submitted a request to swap a shift with you. See “Review Punches” on page 41. 3.
Smart View transactions Respond to Shift Swap Request (Smart View) Use this transaction to respond to requests for shift swaps from other employees. 1. Tap Respond to Shift Swap Request. The requests for the current pay period appear. 2. Tap an employee to view the offered and requested shifts. To view details, tap the information icon. 3. Tap Refuse or Accept. 4. Continue in this manner to accept or refuse any other requests.
Chapter 2 Employee Mode Transactions 2. To view details about an accrual, tap its row. 3. (Optional) Depending on your configuration, you can perform the View Totals or Request Time-Off transactions. View My Time (Smart View) View My Time allows you to compare actual punches to your schedule, and includes transfers, exceptions, paycodes, and hours per day. It essentially combines features of the View Schedules and View Timecard transactions. Shows upcoming shifts and past punches. 1. Tap View My Time.
Smart View transactions The page defaults to current pay period, but you can select the previous or next pay periods, and view past punches and upcoming shifts. Tap Scheduled or Actual to view the scheduled or actual shifts for the day. The number of timecard exceptions for the day is denoted by a counter. The affected shift is denoted by an exclamation point; tapping it shows the exception details.
Chapter 2 Employee Mode Transactions • Approve Day: Allows you to approve the day that you are viewing. When you tap Approve Day, the button toggles to Remove Day Approval, which allows you to revert an approved day to its unapproved state. Note: If the timeclock is not configured to permit daily approvals, the Approve Day button is replaced by Approve Timecard button. View Schedule (Smart View) Displays your schedule for the current or future pay periods.
Smart View transactions View Timecard (Smart View) The View Timecard transaction displays timecards for employees whose assigned time entry method is hourly. 1. Tap View Timecard. 2. At the prompt, tap Proceed. A read-only view of the timecard for the current pay period opens. A missed punch is denoted by an exclamation point icon. – Tap the calendar icon to select another pay period. – Tap a day to view details. An exclamation point icon indicates that there is an exception. 3. Tap Review. 4.
Chapter 2 Employee Mode Transactions Use the View Totals transaction to view total hours for each job in a selected pay period. 1. Tap View Totals. A list of total hours per job appears. 2. Tap a row to view the hour amounts categorized by type, such as regular, evening, and overtime. When viewing your totals, you can perform the following transactions: View Accruals: For details, see “View Accruals (Smart View)” on page 51. Request Time-Off: For details, see “Request Time-Off” on page 40.
Chapter 3 Manager Mode Transactions
Chapter 3 Manager Mode Transactions Introduction Administrators: Use the device configuration function to set up access to manager mode. You can configure a device to include one or more employee mode transactions while the device is in manager mode. For information about Employee mode transactions, see “Employee Mode Transactions” on page 39.
Access manager mode Access manager mode Manager mode allows you to perform supervisory transactions (such as enrolling employees for biometric authentication, adding punches, or overriding schedule and punch restrictions). You can access manager mode (that is, the manager home page) in different ways, depending on how the host application is configured. Your administrator can configure the timeclock to open either your manager home page or your employee home page after you enter your credentials.
Chapter 3 Manager Mode Transactions Individual home page There are two ways to access manager mode when the timeclock is configured to display the individual home page. Option 1 Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. Your employee home page opens. Tap Manager Logon. Tap Enter ID and enter your badge ID. Enter your password. The manager home page opens. Option 2 Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. The community home page opens.
Biometric transactions: Kronos Touch ID Plus Biometric transactions: Kronos Touch ID Plus If you are using the Kronos Touch ID Plus option, the Enroll Employee and Unenroll Employee transactions are available. These transactions also require some configuration in the host application. For details, see the device configuration online help. Templates The Enroll Employee transaction creates a template for an employee’s finger.
Chapter 3 Manager Mode Transactions Terminology cuticle finger core finger core A finger contains a pattern of ridges, with typically one innermost ridge that curves in on itself, near the center. The fingerscan device uses the unique characteristics of a fingertip’s ridges to construct the template.
Biometric transactions: Kronos Touch ID Plus whorls and central pocket loops Managers: Before you attempt to enroll employees, practice enrolling yourself several times, and observe how finger placement, pressure, and moisture affect the scan results. Then enroll a small group of employees to familiarize yourself with the process. Keep future enrollment groups as small as practical.
Chapter 3 Manager Mode Transactions Place your finger on the sensor with your cuticle at its center.
Biometric transactions: Kronos Touch ID Plus Enroll or Re-Enroll Employee Administrators: When an employee places a finger on the sensor, the timeclock displays a live image of the fingertip. The image helps the employee position the fingertip on the sensor to achieve a Good enrollment. You can, however, disable this feature and substitute a static image of a finger by using free-form XML. Access the Device Configuration page, and select General Settings > XML.
Chapter 3 Manager Mode Transactions Employee instructions 1. Tap the target (+) that corresponds to the finger you are enrolling. In order of preference, select your index finger, middle finger, or thumb. Enroll your ring finger or pinky only if you cannot successfully enroll the other fingers. If you do tap the ring finger or pinky, a warning message appears; you can then continue or change the finger. Note: Ensure that your finger is clean, and not too dry. 2. To scan your finger: a.
Biometric transactions: Kronos Touch ID Plus Note: If the system directs you to reposition your finger, do not slide the finger into place. Rather, lift your finger from the sensor and then place the finger in the recommended position. d. Apply firm, even pressure. If you apply too little pressure, the sensor might not detect your finger. If you apply too much pressure, the image might be too dark. In either case, the enrollment can fail. e.
Chapter 3 Manager Mode Transactions The results pages vary, depending on the enrollment score: Good, Fair, or Poor. Good Enrollment After a few seconds, this screen times out. Fair Enrollment Do one of the following: 68 • Tap Retry. Return to step 2. Re-scan the same finger, and try to achieve a Good enrollment. • Tap Change Finger. Return to step 1 and select a different finger. • If you have tried enrolling each finger, without achieving a Good Enrollment, tap Accept Best.
Biometric transactions: Kronos Touch ID Plus Poor Enrollment Note: A low Quality score might indicate that your finger is too dry. Moisten it using the PreScan® fingertip enhancer pad. Do one of the following: • Tap Retry. Return to “Capture Fingerscan.” Re-scan the same finger, and try to achieve a Good enrollment. • Tap Change Finger. Return to “Select Finger to Enroll” and select a different finger. • If you have tried enrolling each finger, without achieving a Good Enrollment, tap Accept Best.
Chapter 3 Manager Mode Transactions If you tap Continue, and thereby accept a Poor enrollment, you can use only biometric verification or biometric identification with badge ID at the timeclock. That is, you must first swipe a badge or enter a badge ID before scanning the finger that you enrolled. Go to “Confirm Fingerscan.” For more information, see “Biometric identification with badge ID.
Biometric transactions: Kronos Touch ID Plus Tap one of the following: • Yes: Return to “Select Finger to Enroll,” and select another finger. • No: The enrollment process is completed. Failed Do one of the following: • Tap Retry. Return to step 2. Re-scan the same finger, and try to achieve an Accepted enrollment test. • Tap Change Finger. Return to step 1 and select a different finger.
Chapter 3 Manager Mode Transactions Biometric identification with badge ID Biometric identification with badge ID is designed for employees who attempt to enroll for biometric identification, but whose fingerscans are consistently Poor.
Biometric transactions: Kronos Touch ID Plus Troubleshooting Result Possible cause Dark image You are applying too much pressure. Your finger is too moist. Your finger is not clean. The sensor is not clean. Wipe the sensor with a soft cloth dampened with water or diluted dishwashing liquid. Let the sensor dry before resuming enrollments. Do not use disinfectant wipes, alcohol, or abrasive cleaners on the sensor. Screen reads “Press harder.” You are not applying enough pressure.
Chapter 3 Manager Mode Transactions 1. To start, tap Unenroll Employee. 2. To select the employee, use one of the following methods: – Swipe the employee’s badge. – Enter the employee’s badge ID. – Search by employee name. – Browse the employee list. Note: If you select an employee who is not yet enrolled, you have the option to enroll the employee. 3. You are prompted to confirm your action. Tap Unenroll. 4.
Standard transactions Standard transactions Standard (or local) transactions use information that is stored in the timeclock. The following standard manager transactions are included with the InTouch DX. The instructions for all manager mode transactions assume that you are already in manager mode. Add Punch Use the Add Punch transaction to add a missing punch for an employee, or to edit punch information. You cannot change the date or time of an existing punch.
Chapter 3 Manager Mode Transactions Note: Midnight (enter as 00:00) is the first minute of a day; 11:59 P.M. (enter as 23:59) is the last minute of a day. 5. (Optional) Select a comment code. 6. Depending on how your system is configured, you can make selections from one or more transfer-related fields. For example: – Business Structure – Pay Cost Center – Work Rule – Project – Department – Work Order 7. Tap Submit. If accepted, a confirmation message appears.
Standard transactions – Swipe the employee’s badge. – Enter the employee’s badge ID. – Search by employee name. – Browse the employee list. 3. Select the date. 4. Select the time. 5. (Optional) Select a comment code. 6. Tap Submit. If successfully deleted, a confirmation message appears. Depending on the system configuration, you have the option of performing the View Employee Timecard or View Employee Schedule transactions.
Chapter 3 Manager Mode Transactions Ring Bell To ring the bell at unscheduled times (such as during an emergency): 1. Tap Manage Bell. 2. From the Duration Seconds menu, select the duration. 3. Tap Ring Bell. Silence Bell To either prevent the bell from ringing as scheduled (for a specified duration), or to silence a bell that is ringing: 1. Tap Manage Bell. 2. From the Duration Seconds menu, select the duration. If you enter 0, the bell is silent for an indefinite period. 3. Tap Silence Bell.
Standard transactions Manage Gate Administrators: You can connect a timeclock to a door latch, to control employee access to a locked building or room. To do the following, access the Device Configuration page, and select Bells & Gates > Gates. • Configure the timeclock to accept gate entry punches from home employees only, or all employees. • Connect a remote badge reader to a device that is configured for gate entry. You can install the reader outside the door to the building that houses the device.
Chapter 3 Manager Mode Transactions Note: If a gate is already overridden for an employee, this transaction cancels that override and replaces it with the current one. 1. Tap Manage Gate. 2. Tap Override Gate for All. 3. Enter the duration of the override, in minutes. Maximum amount: 10,080 (or 7 days). 4. Tap Override. The door unlocks to allow unrestricted entry. The status of the override appears on the screen. Tap it to view the employees who have active overrides. 5.
Standard transactions View Gate Times To view the gate schedules downloaded to the timeclock: 1. Tap Manage Gate. 2. Tap View Gate Times. A summary of the gate open and gate close schedules appears. Override Global Home Administrators: For information about punch interpretation rules, see the device configuration online help. Use this transaction to override schedule and punch restrictions for home employees when unusual circumstances occur.
Chapter 3 Manager Mode Transactions Override Global Non-Home Use this transaction to temporarily or indefinitely allow non-home employees to punch at restricted times. For example, this feature enables non-home employees to punch out early because of inclement weather. 1. Tap Override Global Non-Home. 2. Tap the Duration Hours text box. 3. Enter the duration of the override (use the hh:mm format). The maximum value is 99:59. Tap Enter. 4. Tap Enable Override.
Standard transactions Override Single Home Employee Restriction When unusual circumstances occur, use this transaction to override schedule and punch restrictions for a specific home employee. For example, you can allow an employee to start or leave work earlier than scheduled. 1. Tap Override Single Home Employee Restriction. 2. To select the employee, use one of the following methods: – Swipe the employee’s badge. – Enter the employee’s badge ID. – Search by employee name.
Chapter 3 Manager Mode Transactions Override Single Non-Home Employee Restriction Use this transaction to enter a punch for a non-home employee when there is a Global Restriction in effect. You can perform this transaction for several employees in succession. 1. Tap Override Single Non-Home Employee Restriction. 2. Swipe the employee’s badge or enter the badge ID and tap Enter. 3. Swipe the next employee’s badge or enter the badge ID and tap Enter. 4.
Standard transactions Override Schedule This transaction allows managers to modify an employee’s schedule from the timeclock—without needing to use the host application. The host application validates these revisions against the punch interpretation rules that apply to the employee. If the changes are accepted, the revised schedule is saved to the host application database. The host application then sends the revised schedule back to the timeclock, which accepts or rejects the punches. 1.
Chapter 3 Manager Mode Transactions Add shift 1. Tap Add Shift. 2. Enter the following information: – Start Date – Start Time – End Date – End Time – Paycode – Comment Code (optional) 3. Tap Add Shift. If the override is accepted, a confirmation message appears. Edit shift 1. Tap Edit Shift. A list of all of the shifts for the current date appears. 2. Do one of the following: – Tap the appropriate shift.
Standard transactions 3. Tap Select. 4. (Optional) Select a comment code. 5. Tap Submit. If the override is accepted, a confirmation message appears. View Biometric Template Reports Displays a list of some or all of the biometric templates that are stored in the biometric device. To start, tap View Biometric Template Reports. Templates with Problems By default, the transaction displays templates with problems (if any), such as low quality or content scores.
Chapter 3 Manager Mode Transactions Note: For details about these terms, see “Biometric transactions: Kronos Touch ID Plus” on page 61. View Employee Information 1. To display a set of data for a specific employee, tap View Employee Information. 2. To select the employee, use one of the following methods: – Swipe the employee’s badge. – Enter the employee’s badge ID. – Search by employee name. – Browse the employee list.
Standard transactions View On or Off Premises Employees Use the View On or Off Premises Employees transaction to view a list of home employees (that is, those who are assigned to this timeclock) who are currently on or off the premises. 1. Tap View On or Off Premises Employees. 2. Tap the search icon. A list of home employees appears. 3. To view only the employees who are on the premises, or only those who are off the premises, tap the appropriate button.
Chapter 3 90 Manager Mode Transactions
Chapter 4 Maintenance Mode Functions
Chapter 4 Maintenance Mode Functions Introduction Maintenance mode allows you to display technical information about the InTouch DX, perform configuration tasks, and execute diagnostic tests. These tests can help you troubleshoot hardware malfunctions. Important: The application software for the device resides on the SD (Secure Digital) card, which is in the unit. Copying or altering the SD card voids your warranty.
Initial setup and configuration Initial setup and configuration The procedure for setting up and configuring a newly installed InTouch DX can vary, depending on which options are installed and which features your organization is using. Some configuration tasks, such as defining which transactions users can perform at the timeclock, require you to use the device configuration settings in the host application.
Chapter 4 Maintenance Mode Functions Launch Quick Setup When a new InTouch DX powers up, the Launch Quick Setup feature guides you through the initial setup process. Note: If the device times out during the initial setup, you can re-access maintenance mode in three ways: use a Maintenance badge; use the tools menu on the front of the timeclock; or use the maintenance mode button. If you have not yet created a maintenance mode password, enter the default password (115190), when prompted.
Launch Quick Setup By default, you are required to create a strong password to access maintenance mode. Strong passwords require at least eight characters, including one uppercase letter, one lowercase letter, one digit, and one special character (, . / \ + -). If strong passwords are required, but a user creates a password that does not meet the criteria, the system rejects it. This setting also applies to the passwords required to remotely access the timeclock using a VNC viewer or SSH viewer. 1.
Chapter 4 Maintenance Mode Functions 3. Complete the following fields: – IP Address: Enter the IP address for this timeclock. – Subnet Mask: Enter the IP address for the sub-network. – Gateway Address: Enter the gateway IP address. – Primary DNS: Enter the IP address for the primary DNS server. 4. Tap Save Configuration. 5. Tap Next, Connect to Dimensions. Wi-Fi 1. Tap Wi-Fi. 2. Do one of the following: – Select a network. Go to step 6. – Tap Add Network. Go to the next step. 3.
Launch Quick Setup Proxy Server (Optional) 1. Tap Proxy Server (Optional). 2. Complete the following fields: – Host Name: Enter the IP address of the proxy server. – Port: Enter the port number. – Proxy Type: Select HTTP-Connect or SOCKS5. 3. To add a username, tap Add Username and complete the Username and Password fields. Otherwise, go to the next step. 4. Tap Save Connection Setting. 5. Tap Next, Connect to Workforce Dimensions. Step 5: Connect to Server 1. Enter the Server Name. 2.
Chapter 4 98 Maintenance Mode Functions • Define which type of data to download from the host application to the timeclock (for example, activity codes, paycodes, and so on). • Download or initialize the timeclock with the configuration that you defined in the device configuration settings.
Access maintenance mode Access maintenance mode There are three ways to access maintenance mode, as described in the following sections. Note: To exit maintenance mode, press the Home icon on the front of the timeclock; the timeclock reverts to employee mode. If the timeclock is idle for 45 seconds without any input from a user, it automatically exits maintenance mode and reverts to employee mode. Use a Maintenance badge Note: Some InTouch DX configurations do not ship with a Maintenance badge.
Chapter 4 Maintenance Mode Functions Use the tools menu Press the tools menu icon on the front of the timeclock (below the home icon), and tap Maintenance Mode. Enter the maintenance mode password, and tap Enter. Use the maintenance mode button 1. Use the security wrench that was supplied with the InTouch DX to loosen the screws on the sides of the timeclock. By design, the screws remain attached to the mounting bracket.
Access maintenance mode 2.
Chapter 4 Maintenance Mode Functions 3. Grasp the curved ridge, and pull open the cover of the microSD card compartment. Do not remove the cover from the hinges. 4. Press and hold button (see the following illustration) for at least fifteen seconds.
Access maintenance mode Note: If you are prompted to calibrate the touchscreen, contact your Kronos Representative before proceeding. For more information, see “Calibrate the touchscreen” on page 202. 5. Slightly rotate the timeclock assembly into view to confirm that the timeclock is in maintenance mode. 6. Close the cover of the microSD card compartment. 7. Close the timeclock assembly, and fasten the two screws on the mounting bracket.
Chapter 4 Maintenance Mode Functions Maintenance mode functions Note: The instructions for maintenance mode functions in this chapter assume that you are already in maintenance mode.
Edit Settings Edit Settings General Communication Note: The communication settings for the device must match the corresponding settings that you enter in the host application. Server-Initiated 1. Tap Edit Settings. 2. Tap General Communication. 3. Server–Device Initiated: Tap Server-Initiated. 4. Device ID: Enter the same ID that you enter in the host application (on the Device Configuration page, select Communication Settings > Communication Settings tab). 5. Tap Submit.
Chapter 4 Maintenance Mode Functions 4. Server–Device Initiated: Tap Device-Initiated. 5. Device ID: Enter the same ID that you enter in the host application (on the Device Configuration page, select Communication Settings > Communication Settings tab). 6. Primary Server Password: This password allows the host application to identify the device when it performs operations such as Smart View transactions. Enter a numeric password whose length is 6–10 digits.
Edit Settings IPV4 Configuration Important considerations for Dynamic Host Configuration Protocol (DHCP) Use a DHCP server to automatically assign IP addresses to devices (see step 4, in the procedure that follows). Before you complete the communication settings for the device, note the following: • Ensure that your DHCP server complies with the minimum requirements of the DHCP RFC2132 standard to supply an IP address, subnet mask setting, and default gateway setting.
Chapter 4 Maintenance Mode Functions 8. Speed—tap one of the following: – Auto – 10 Full Duplex – 10 Half Duplex – 100 Full Duplex – 100 Half Duplex 9. Primary DNS Server: Enter the IP address and tap Enter. 10. (Optional) Secondary DNS Server: Enter the IP address and tap Enter. 11. Tap Review. 12. Tap Submit. Connect to Network Ethernet 1. Tap Edit Settings. 2. Tap Connect to Network. 3. Tap Ethernet. 4. Do one of the following: – Tap Static IP. Go to the next step. – Tap DHCP.
Edit Settings Wi-Fi Supported Wi-Fi networks InTouch DX supports connections to wireless local area networks (WLAN) that meet the following requirements: • 802.11 b, g, or n 2.4 GHz compatible wireless local area networks. • WPA and WPA2 Personal and Enterprise security protocols. InTouch DX does not support connections to networks with the following characteristics: • CDMA/3g/4g or any other type of cellular wireless network.
Chapter 4 Maintenance Mode Functions Note: To view numeric and special characters on the keypad, tap the 123? key. 9. Tap Next. 10. Enter the user’s password, and tap Done. 11. Tap Save. Under the name of the network you selected (in step 5), the processing status appears (Connecting, Saving, and so on). 12. To return to the Maintenance mode home page, press the Home icon on the front of the timeclock. 13. Tap Reports. 14. Tap Network. 15.
Edit Settings 4. Enter the Proxy Server IP address. 5. Enter the Proxy Server Port. 6. Select the Proxy Server Type: – HTTP – SOCKS5 7. Tap Submit. The changes you submitted are effective immediately. Traffic from the timeclock will now be routed through the proxy server to the network. Date and Time Use the Date and Time setting to set the date and time on the timeclock. 1. Tap Edit Settings. 2. Tap Date and Time. The values default to the current date and time. 3.
Chapter 4 Maintenance Mode Functions 3. Slide the Volume control, and tap Test Volume to listen to the setting. 4. Enable the Key Click control : Indicates whether the device emits a clicking tone when users tap the touchscreen. 5. Tap Save Settings. Display Use the Display setting to adjust the brightness of the timeclock screen. 1. Tap Edit Settings. 2. Tap Display. 3. Slide the Brightness control to the appropriate level. 4. Tap Save Settings.
Edit Settings To remotely access this timeclock using a VNC viewer, you must have the following information: • IP address of the timeclock. • Remote access password for the timeclock (created in step 4). When you connect to this timeclock using a VNC viewer, you can access the two icons on the front of it: To access the tools menu icon from a viewer session, press Ctrl+m. To access the Home icon from a viewer session, press Ctrl+h.
Chapter 4 Maintenance Mode Functions Bar Code Symbology Use the Bar Code Symbology setting to specify the types of bar codes that employee badges use, so that the timeclock can read the badges properly. When the host application sends the device configuration to this timeclock, it overwrites the settings that you select here. Caution: If you set Interleaved 2-of-5 to False, the timeclock cannot read a Maintenance badge. 1. Tap Edit Settings. 2. Tap Bar Code Symbology. 3.
Edit Settings 3. Remote Readers 1: Select a reader type. 4. (Optional) Remote Readers 2: Select the same reader type that you chose in the previous step. 5. Tap Save Settings. The device automatically restarts. Strong Passwords 1. Tap Edit Settings. 2. Tap Strong Passwords.
Chapter 4 Maintenance Mode Functions Edit Advanced Settings The Advanced settings allow you to support the biometric functions, and to perform routine maintenance and troubleshooting activities. Failure Override Note: This setting is available only for timeclocks that include a biometric device. Use Failure Override to specify whether the InTouch DX accepts or rejects biometric punches when authentication fails. This setting defaults to Reject Punches. 1. Tap Edit Advanced Settings. 2.
Edit Advanced Settings 1. Tap Edit Advanced Settings. 2. Tap Employee Enroll Count. 3. To view the names of the employees in each group, tap the appropriate row. Restart Device Note: You can also restart a device using the host application. Access the Device Details page, open the Troubleshooting menu, and select Reboot Device. Use the Restart Device function to restart the timeclock. 1. Tap Edit Advanced Settings. 2. Tap Restart Device. 3. To confirm your selection, tap Restart.
Chapter 4 Maintenance Mode Functions – Strong – Weak 7. To require users to enter this password when they swipe a Maintenance badge, enable Require Password with Badge. 8. Tap Save Settings. Change Database Password Use the Change Database Password function to change the password for a database. 1. Tap Edit Advanced Settings. 2. Tap Change Database Password. 3.
Edit Advanced Settings Delete All Punches Caution: The Delete All Punches function deletes all transactions stored in the timeclock database. Use the Delete All Punches function to correct the “Last punch invalid” error. After you perform the Delete All Punches function, the timeclock contains only home employee data associated with schedule enforcement. 1. Tap Edit Advanced Settings. 2. Tap Delete All Punches. 3. To confirm your selection, tap Delete. Delete All Offline Data 1.
Chapter 4 Maintenance Mode Functions 3. To select the employee, use one of the following methods: – Swipe the employee’s badge. – Enter the employee’s badge ID. – Search by employee name. – Browse the employee list. 4. Direct the employee to place the appropriate finger on the sensor, using the same position that was used during the initial enrollment. If the timeclock accepts the verification, a confirmation message appears. If the verification fails, an error message appears.
View Reports View Reports Software This report displays various file components and their version numbers. The report can reveal whether certain components are up-to-date, which can help you perform diagnostics. 1. Tap View Reports. 2. Tap Software. File System This report displays the following information (all sizes in megabytes): • Total Size: The total size of the partition. • Used: The amount of space that is currently being used. • Available: The amount of available space in the partition.
Chapter 4 Maintenance Mode Functions Database This report displays information about the tables in the database. It includes information about punches, employees, and the biometrics function. To run the report: 1. Tap View Reports. 2. Tap Database. Hardware This report displays information about the hardware inside or attached to the timeclock, including: • The serial number of the timeclock, and the device ID.
View Reports To run the report: 1. Tap View Reports. 2. Tap Communication Settings. Network This report displays the network configuration for the device. It indicates whether the remote access feature is enabled, provides the status and configuration of the proxy client (if any), and includes the IP addresses for the primary and secondary domain name servers (DNS). To run the report: 1. Tap View Reports. 2. Tap Network.
Chapter 4 Maintenance Mode Functions Memory This report displays the amount of memory on the device. It includes the amount of total memory, free memory, and swap memory. To run the report: 1. Tap View Reports. 2. Tap Memory. Ethernet This report displays information about the Ethernet connection to the device. The statistics reflect the activity since the device was last restarted, including: • The MAC (Media Access Control) address. • The Ethernet speed.
View Reports To run the report: 1. Tap View Reports. 2. Tap Readers. Biometric This report is available only for InTouch DX devices that include a biometric validation device. The report displays statistics about the biometric activity at the device, including: • The number of templates that are stored in the biometric device. If a single employee enrolls both a primary and a secondary finger, the device counts them as two templates.
Chapter 4 Maintenance Mode Functions Biometric Templates This report displays a list of some or all of the biometric templates that are stored in the biometric device. 1. Tap View Reports. 2. Tap Biometric Templates. 3. Do one of the following: – To view all of the templates, tap All. Go to step 6. – To view only templates that have low scores or other problems, tap Problem. Continue to the next step. 4. Select the search criteria. Tap the appropriate soft key and tap Yes.
Run Tests Run Tests Sequential Use this test to execute the Display, LED, and Tone tests, in succession. When the beeper emits two tones, the test is complete. Note: You can run each test included in the Sequential Tests function individually, using each test’s maintenance function. 1. Tap Tests. 2. Tap Sequential. The tests execute automatically. Communications Note: The Communications test is available only on devices that use deviceinitiated communication.
Chapter 4 Maintenance Mode Functions Use the Communications test to determine whether the data collection device is communicating properly with the application server. The application server is also known as the primary server. The information on the report includes: • The outcome of the test (Success or Failure). • The primary server IP address. • The primary server instance ID. • The primary server port. To run the test: 1. Tap Tests. 2. Tap Communications Test.
Run Tests Display Note: You can execute the Display test, Tone test, and LED test as a group by running the Sequential test. See “Sequential” on page 127. This test ensures that the timeclock’s screen is operating properly. 1. Tap Run Tests. 2. Tap Display. A pattern of vertical bars in each of the following color arrangements appears: – Red, green, blue, black, white. – Green, blue, black, white, red. – Blue, black, white, red, green. – Black, white, red, green, blue.
Chapter 4 Maintenance Mode Functions GPIO Output Bits Output bits are electronics that control external devices such as bells or door strikes, which can be attached to the InTouch DX. If you have installed such external devices, use this test to ensure that they are operating. 1. Tap Run Tests. 2. Tap GPIO Output Bits. 3. Slide the button that corresponds with the output bit (1-4) that you are testing to toggle the output bit between an on or off state.
Run Tests 3. Swipe the badge that you are testing, and tap the play button. The information that appears depends on the type of badge you are testing. It can include the following: – Badge data – Badge type – Barcode length – Company code – String Part1 – String Part2 – String Part3 Network Connectivity This test verifies that the timeclock can communicate with the network using TCP/IP. 1. Tap Run Tests. 2. Tap Network Connectivity. 3.
Chapter 4 132 Maintenance Mode Functions
