Kronos InTouch® DX User Guide: Workforce Dimensions™ 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. © 2020 Kronos Incorporated. All rights reserved. CardSaver, Gatekeeper, Gatekeeper Central, Keep.
FCC Notice (for U.S. Customers)—This device complies with Part 15 of the FCC Rules. Operation is subject to the following conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. Changes and modifications not expressly approved by Kronos Incorporated can void your authority to operate this equipment under Federal Communications Commissions rules.
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 Chapter 2: Employee Mode Transactions Introduction ..................................................................................................30 Access your Individual home page ..............................................................31 Use a soft key ........................................................................................31 Enter your credentials ............................................................................33 SmartLanding ...............................
Contents Enter your credentials ........................................................................... 63 Biometric transactions: Kronos Touch ID Plus ........................................... 65 Templates .............................................................................................. 66 Terminology .......................................................................................... 67 Enroll or Re-Enroll Employee ..............................................................
Contents Edit Settings ...............................................................................................110 General Communication ......................................................................110 Connect to Network .............................................................................113 Date and Time .....................................................................................115 Audio ....................................................................................
Contents Biometric Templates ........................................................................... 129 Diagnostics .......................................................................................... 130 Run Tests ................................................................................................... 131 Sequential ............................................................................................ 131 Communications ..........................................................
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 97.
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 timeclocks 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 Default transactions Administrators: You can use the device configuration settings to set up default transactions for InTouch DX users. When an employee swipes a badge or enters a badge ID, the timeclock automatically initiates the transaction that you designate as the default. Default transactions include punches, labor category transfers, job transfers, and so on.
InTouch DX features A paycode edit is persistent when both of the following are true: • The employee is assigned to a schedule. • The host application is configured to repeat the paycode edit on days that the employee works. A labor category transfer or work rule transfer is persistent when both of the following are true: • The employee is assigned to a schedule.
Chapter 1 Overview • English (U.S) • French (France) • French (Canada) • German • Hindi • Italian • Japanese • Korean • Polish • Portuguese (Brazil) • Spanish (Mexico) • Spanish (Universal) Multi-language support Administrators: The timeclock can display the interface in one or more of the supported interface languages. To choose the languages, and to designate one of them as the default interface language, access the Device Configuration page, and select 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, or iCLASS • 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. If the device is equipped with a bar code reader or a magnetic stripe reader, swipe the badge through the reader to perform transactions.
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. Remote proximity badge readers Remote or external readers (for example, Wiegand Proximity) are available, as an option. For more information, see your Kronos Representative.
Navigation 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.
Chapter 1 Overview Quick action buttons Many of the transaction screens include buttons that enable you to perform related tasks without needing to exit the current transaction. As shown in the following example, after you have submitted a shift swap request, the Request Time-Off and See Pending Requests buttons allow you to request time-off or view the status of your pending shift swap requests. Note: The quick action buttons are not configurable.
Navigation Home page The following illustration is an example of a home page with a Community profile. Administrators: You can change the soft key labels and colors. For more information, see the device configuration online help.
Chapter 1 Overview Home and Menu keys The front of the timeclock contains two icons. The Home icon returns users to the respective Employee mode, Manager mode, or Maintenance mode home page. The Menu icon (below the Home icon) allows authorized users two options: 24 • Maintenance Mode: Opens the Maintenance mode home page. • Clean Touchscreen: See “Clean the touchscreen” on page 149.
Navigation Keypads You can enter data using an alphabetic keypad (as follows) or a numeric 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. • To view the numeric keypad, tap the 123? key.
Chapter 1 Overview Calendar Interface standards: 26 • The calendar defaults to the current date, which is orange. • The selected date is in a blue circle. • The arrows allow you to scroll through the months.
Customize the user interface 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 1 28 Overview
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 Individual home page Access your Individual 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 Individual home page is a personal home page that contains your photo or initials, a link to the Message Center (if configured), and transactions that are assigned to you. There are two ways to log in and access your Individual home page, depending on how your timeclock is configured.
Chapter 2 Employee Mode Transactions To access your Individual home page: 1. Tap Employee Login (or an equivalent soft key). 2. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 3. Enter your password. Your Individual home page opens, as in the following example.
Access your Individual home page Enter your credentials A timeclock that is configured with an Individual profile is employee-specific. It displays the following home page: To access your Individual home page: 1. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 2. Enter your password.
Chapter 2 Employee Mode Transactions Either the SmartLanding page (if configured) or your Individual home page opens, as in the following example: Note: For non-home employees, the timeclock displays the soft keys associated with the Community profile. SmartLanding The SmartLanding feature is available on timeclocks that are configured with an Individual profile.
Access your Individual home page Navigation • The message in the leftmost position is considered open. Tap the message to view its details in the Message Center. To close it and mark it as read, tap Close. You can close only messages that are in the leftmost position. To view other messages, swipe right, left, up, or down (the messages are still considered unread). • If you tap the logout button on any message card, the system logs out of the entire set of cards.
Chapter 2 Employee Mode Transactions Standard transactions Standard transactions use information that is stored in the timeclock. The following standard employee transactions are included with the InTouch DX. All procedures assume that you have already entered your credentials. Depending on how the timeclock is configured and equipped, you can enter your credentials by swiping your badge, scanning your finger, or entering your badge ID and password.
Standard transactions Add Transfer Enables you to transfer to another job, pay cost center, project, and so on. The available options depend on how the host application is configured. 1. Tap Add Transfer. 2.
Chapter 2 Employee Mode Transactions – Cost Center – Labor Transfer – Location Transfer – Work Rule 3. Enter the Date. 4. Enter the Time. 5. Tap Submit.
Standard transactions Cancel Meal Deduction Note: This transaction functions only if meals are automatically deducted from the hours totals on your timecard. If you work through a meal, tap Cancel Meal Deduction to add the worked time back into the hours totals on your timecard. Edit Paycode Allows you to edit the number of hours or the amount of money charged to a paycode. Hours 1. Tap Edit Paycode. 2. Tap Hours.
Chapter 2 Employee Mode Transactions 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 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. 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.
Chapter 2 Employee Mode Transactions 1. Tap Request Time-Off. 2. If prompted, select a time-off sub-type. Otherwise, go to the next step. 3.
Standard transactions 4. Do one of the following: – If you are submitting a single request, tap Submit. A confirmation message appears, followed by a summary page. Go to step 5. – If you are submitting multiple requests, tap Add Another. Repeat steps 2–3 for each additional request. Then go to the next step. 5. Tap Review. You have the option to edit or delete your requests. 6. Tap Submit. A confirmation message appears, followed by a summary page, which indicates how many hours of time-off remain. 7.
Chapter 2 Employee Mode Transactions View Punch Status Allows you to view the date and time of your last in-punch or out-punch. The time span that the system searches is configurable. View Schedule Displays your schedule for the current or future pay periods. You can also request time-off or a shift swap. 1. Tap View Schedule. Your schedule for the current pay period opens. To view your schedule for a future pay period, tap the calendar icon. 2. Tap a scheduled day to view details. 3.
Smart View 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). The following Smart View transactions are available when you are working in Employee mode.
Chapter 2 Employee Mode Transactions Edit Paycode (Smart View) Use the Edit Paycode transaction to associate a positive or negative amount of time or money with a paycode. Use this feature to enter non-productive time when you are unable to punch in and out (for example, sick, vacation, or personal time). The paycodes that are available depend on your configuration in the host application. 1. Tap Edit Paycode. 2. Swipe your badge or enter your badge ID and tap Enter. 3.
Smart View transactions 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. Message Center (Smart View) The Message Center transaction allows you to view and store messages related to time-off requests, shift-swap requests, and other transactions.
Chapter 2 Employee Mode 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 choose to view only unread messages or only read messages by tapping the appropriate button. • To view the contents of a message, tap its row. 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.
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.
Smart View transactions 5. (Optional) On the confirmation page, you can request time-off or view pending requests by tapping the appropriate button. Respond to Shift Swap Request (Smart View) Use this transaction to respond to requests for shift swaps from other employees.
Chapter 2 Employee Mode Transactions 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. View Accruals (Smart View) Use the View Accruals transaction to view current totals of accrued time, such as vacation, personal, and sick time.
Smart View transactions View My Time (Smart View) View My Time allows you to compare actual punches to your schedule, and includes transfers, exceptions, paycodes, upcoming shifts, past punches, and hours per day. It essentially combines features of the View Schedules and View Timecard transactions. Tap View My Time.
Chapter 2 Employee Mode Transactions The page defaults to the current pay period, but you can select the previous or next pay periods, and view past punches and upcoming shifts. 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. When viewing a complete pay period, you can perform the following transactions: • Request Time-Off: For details, see “Request Time-Off” on page 41.
Smart View transactions • View Totals: For details, see “View Totals (Smart View)” on page 57. • Approve Day (if configured): Approves 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 the Approve Timecard button.
Chapter 2 Employee Mode Transactions View Schedule (Smart View) Displays your schedule for the current or future pay periods. You can also request time-off or a shift swap. 1. Tap View Schedule. Your schedule for the current pay period opens. To view your schedule for a future pay period, tap the calendar icon. 2. Tap a scheduled day to view details. 3. (Optional) Tap Request Time-Off or Request Shift Swap.
Smart View transactions View Totals (Smart View) 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 52. Request Time-Off: For details, see “Request Time-Off” on page 41.
Chapter 2 58 Employee Mode Transactions
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 timeclock is in Manager mode. For information about Employee mode transactions, see “Employee Mode Transactions” on page 29.
Access your manager home page Access your manager home page Your manager home page allows you to perform supervisory transactions, such as enrolling employees for biometric authentication, adding punches, or overriding schedule restrictions. Your home page contains your photo or initials, a link to the Message Center (if configured), and transactions that are assigned to you. There are two ways to log in and access your manager home page, depending on how your timeclock is configured.
Chapter 3 Manager Mode Transactions To access your manager home page: 1. Tap Manager Login. 2. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 3. Enter your password. Your manager home page opens, as in the following example.
Access your manager home page Enter your credentials A timeclock that is configured with an Individual profile is employee-specific.
Chapter 3 Manager Mode Transactions To access your manager home page: 1. Scan your finger, swipe your badge, or tap Enter ID and enter your badge ID. 2. Enter your password.
Biometric transactions: Kronos Touch ID Plus Biometric transactions: Kronos Touch ID Plus Timeclocks that include the Kronos Touch ID Plus option can validate an employee’s identity based on a finger (or biometric) scan. This option offers two types of biometric scanning: biometric verification and biometric identification. • Biometric verification requires employees to swipe their badge or enter their badge ID before they scan a finger—on a timeclock that is configured for biometric verification.
Chapter 3 Manager Mode Transactions • Enable biometric verification for all standard transactions. Access the Device Configuration page, and select Cards and Readers > Biometric. Select Enable Biometric Verification on all Transactions. Employees who are enrolled for biometrics can then use biometric verification or biometric identification for all of the standard transactions— that is, those that result in timecard entries, and others such as View Attendance Balance or View Punch Status.
Biometric transactions: Kronos Touch ID Plus Note: Biometric identification supports only home employees. The finger scan device can enroll a maximum of 5,000 employees and 10,000 templates. If you attempt to enroll an employee after this limit is reached, an error message appears. To determine the current capacity of a device, run the Biometric report. See “Biometric” on page 129.
Chapter 3 Manager Mode Transactions arches (plain and tented) loops (singular and twin) 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.
Biometric transactions: Kronos Touch ID Plus sensor Place your finger on the sensor with your cuticle at its center.
Chapter 3 Manager Mode Transactions 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.
Biometric transactions: Kronos Touch ID Plus Scan finger 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.
Chapter 3 Manager Mode Transactions 5. 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. 6. 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. 7.
Biometric transactions: Kronos Touch ID Plus The results pages vary, depending on the enrollment score: Good, Fair, or Poor. Good Enrollment After a few seconds, the confirmation screen times out. Fair Enrollment Do one of the following: • Tap Retry. Return to step 1. 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.
Chapter 3 Manager Mode Transactions Confirm finger scan When you are prompted to confirm your finger scan, re-scan the same finger that you used in the “Scan finger” section. The biometric device compares the previously captured finger scan image (or template) with your current live finger scan. The following sections describe the possible results of the enrollment test. Accepted If you have enrolled only a primary finger, the system prompts you to enroll another, secondary finger.
Biometric transactions: Kronos Touch ID Plus A lower threshold—Normal or Low—allows a wider variance between the enrollment template and the live finger scan. This adjustment increases the chance that the device will accept the employee’s test results—but it also increases the chance that the device will incorrectly accept another employee’s finger scan.
Chapter 3 Manager Mode Transactions 5. Instruct the employee to select any other finger as the secondary finger. 6. Go to “Scan finger” (step 2) to continue the enrollment process. 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. Apply diluted dishwashing liquid to a soft, lint-free cloth, and wipe the sensor. Let the sensor dry before resuming enrollments.
Biometric transactions: Kronos Touch ID Plus Unenroll Employee The Unenroll Employee transaction removes an employee’s template from the timeclock. It revokes the employee’s ability to punch using a finger scan. 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.
Chapter 3 Manager Mode Transactions Standard transactions Standard 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.
Standard transactions 4. Select the time. 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.
Chapter 3 Manager Mode Transactions 1. Tap Delete Punch. 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. 3. Select the date. 4. Select the time. 5. (Optional) Select a comment code. 6. Tap Submit. If successfully deleted, a confirmation message appears.
Standard 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.
Chapter 3 Manager Mode 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.
Standard transactions Override Gate for All Opens a door for all employees for a specified time span—without requiring them to swipe a badge. This feature is useful when you are not restricting access to an area. 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).
Chapter 3 Manager Mode Transactions 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. (Optional) To cancel the override and restore the gate schedule, tap Cancel Override. A confirmation message appears. Override Gate for Employee Opens a door for a specific employee.
Standard transactions 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. For example, if there is inclement weather, this feature enables home employees to punch out early. 1. Tap Override Global Home. 2. Tap the Duration Hours text box. 3. Enter the duration of the override, in minutes (use the hh:mm format).
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, in minutes (use the hh:mm format). Tap Enter. 4. Tap Enable Override. Note: After a successful override, a summary page opens.
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 65. 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 94 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 Step 2: Date & Time 1. Year: Enter the year (four-digit format). 2. Month: Enter the month (numeric format). 3. Day: Enter the date. 4. Time: Tap the field; the time selector opens. Enter the time (the system automatically formats it). Tap the AM/PM key to toggle between AM and PM, and tap Enter. 5. To synchronize the time with an NTP server, tap Enabled. 6. Tap Next, Set Maintenance Mode Password.
Chapter 4 Maintenance Mode Functions Step 3: Maintenance Mode Password Note: Even if you do not require users to enter a password to access Maintenance mode, you must change the default password (115190) to a new value. That is, you cannot set a blank password. 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 (, . / \ + -).
Launch Quick Setup Step 4: Add Device ID 1. Enter the ID. 2. Enter the Password. 3. Tap Next, Connect to Local Network. Step 5: Select Network Note: The InTouch DX supports device-initiated communication only.
Chapter 4 Maintenance Mode Functions Ethernet 1. Tap Ethernet. 2. Do one of the following: – Tap Static IP. Go to the next step. – Tap DHCP. Go to step 4. 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 Server. Wi-Fi (Optional) 1.
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 Server. Step 6: Connect to Server 1. Enter the Server Name. 2.
Chapter 4 104 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.
Chapter 4 Maintenance Mode Functions Use a Maintenance badge Note: Some InTouch DX configurations do not ship with a Maintenance badge. Swipe the Maintenance (“M”) badge within two inches of the target area. Depending on how the timeclock is configured, the system prompts you for a password. 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.
Access Maintenance mode 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.
Chapter 4 Maintenance Mode Functions 2. Grasp the sides of the timeclock assembly, and gently pull it down so that it swings open on its hinge: 3. Grasp the curved ridge, and pull open the cover of the microSD card compartment. Do not remove the cover from the hinges.
Access Maintenance mode 4. Press and hold the button (see the following illustration) for at least fifteen seconds. Press here. 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. Note: The instructions for Maintenance mode functions in this chapter assume that you are already in Maintenance mode.
Chapter 4 Maintenance Mode Functions Edit Settings General Communication Note: The communication settings for the device must match the corresponding settings that you enter in the host application. 1. Tap Edit Settings. 2. Tap General Communication. 3. Device ID: Enter the same ID that you enter in the host application (on the Device Configuration page, select Communication Settings > Communication Settings tab). 4.
Edit Settings 6. Server Name: The IP address (the default value 127.0.0.5) or the fully qualified domain name of the Web host server that you are connecting to. Enter the same IP address that you enter in the host application (on the Device Configuration page, select Communication Settings > Communication Settings tab). 7. Tenant Identifier: Enter the tenant identifier. 8.
Chapter 4 Maintenance Mode Functions To configure the device to use the IPV4 address format: 1. Tap Edit Settings. 2. Tap General Communication. 3. Tap IPV4. 4. Address Mode—do one of the following: – Tap DHCP. Go to step 8. – Tap Static. Go to the next step. 5. IP Address: Enter the IP address for this device (the default value is 127.0.0.1) and tap Enter. 6. Subnet Mask: Enter the IP address for the sub-network (the default value is 255.255.255.0) and tap Enter. 7.
Edit Settings 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. Go to step 6. 5. 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. 6. Tap Save Configuration.
Chapter 4 Maintenance Mode Functions Configure settings The timeclock supports only DHCP connections for Wi-Fi. Note: The timeclock can take up to several minutes to make the wireless connection. A confirmation page indicates whether the connection was successful. After you complete the Wi-Fi settings, ensure that the IPV4 settings are configured correctly for the Wi-Fi network (see “IPV4 Configuration” on page 111). 1. Tap Edit Settings. 2. Tap Connect to Network. 3. Tap Wi-Fi. 4.
Edit Settings Proxy Server (Optional) The proxy server feature allows you to direct all incoming traffic from the InTouch DX through a proxy server before it reaches an internal network. It supports communication through HTTP and SOCKS5 proxy servers. Basic authentication is supported for both HTTP and SOCKS5. When the InTouch DX is in Maintenance mode, the Network report provides the status and configuration of the proxy client.
Chapter 4 Maintenance Mode Functions 3. Year: Enter the year (four-digit format). 4. Month: Enter the month (numeric format). 5. Day: Enter the date. 6. Time: Tap the field; the time selector opens. Enter the time (the system automatically formats it). Tap the AM/PM key to toggle between AM and PM, and tap Enter. 7. Tap Save Settings. Note: When the timeclock establishes a connection with the host application, the latter resets the date and time on the timeclock to match its own settings.
Edit Settings VNC Remote Access This function enables a timeclock to be remotely accessed, using a VNC viewer. It is useful for troubleshooting purposes. 1. Tap Edit Settings. 2. Tap VNC Remote Access. 3. Tap Enabled. If you have not created a password, you are prompted to re-enter the password. The strength requirements for the VNC remote access password are the same as those for the Maintenance mode password. See “Step 3: Maintenance Mode Password” on page 100.
Chapter 4 Maintenance Mode Functions Enter the Access Password. If you have not created a password, you are prompted to re-enter the password. The strength requirements for the VNC remote access password are the same as those for the Maintenance mode password. See “Step 3: Maintenance Mode Password” on page 100. Note: If you have previously created a password, the Change Password option appears. 4. Tap Save Settings.
Edit Settings – EAN-13 (European Article Numbering 13) – Code 39 – Codabar 4. Tap Save Settings. Remote Readers You can connect one or two remote badge readers to a given timeclock. Remote readers can allow employees to perform simple punches. To configure remote readers: 1. Tap Edit Settings. 2. Tap Remote Readers. 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.
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 5. Select the Password Strength: – Strong – Weak 6. To require users to enter this password when they swipe a Maintenance badge, enable Require Password with Badge. 7. 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 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. Device Status Use this report to display information about a particular device, including: • The version number of the operating system. • The device ID.
Chapter 4 Maintenance Mode Functions 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. • The number of packets that were transferred and received. • The number of transfer and receive errors that occurred. • The number of collisions that occurred. To run the report: 1. Tap View Reports. 2. Tap Ethernet.
View Reports 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. • The maximum number of templates that the device can hold, and the current number of templates.
Chapter 4 Maintenance Mode Functions 4. Select the search criteria. Tap the appropriate soft key and tap Yes. – Fair Enroll – Poor Enroll – No Threshold – Ring or Pinky 5. Tap Review. 6. Tap Submit to view the results. Diagnostics This report displays various statistics and historical data about the device, including information about the firmware, Maintenance mode logins, reboots, and punches. 1. Tap View Reports. 2. Tap Diagnostics.
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 Use the Communications test to determine whether the timeclock is communicating properly with the application server.
Chapter 4 Maintenance Mode Functions Integrated Badge Use this test to check a badge or badge reader. 1. Tap Run Tests. 2. Tap Integrated Badge. 3. Swipe the badge that you are testing.
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. – White, red, green, blue, black. Tone This test ensures that the timeclock’s beeper is operating. 1. Tap Run Tests. 2. Tap Tone. The device emits a tone during this test. If the test is successful, the message “Tone Detected” appears.
Chapter 4 Maintenance Mode Functions 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. Monitor GPIO Inputs Note: This test functions only if the transition board option is installed. 1. Tap Run Tests. 2. Tap Monitor GPIO Inputs. Microphone This test ensures that the integrated microphone is operating properly. 1. Tap Run Tests. 2. Tap Microphone. 3.
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 4 136 Maintenance Mode Functions
Chapter 5 Troubleshooting
Chapter 5 Troubleshooting Error messages The InTouch DX displays various error messages to help you perform transactions and diagnose problems. Some of the error messages contain a message number, with the prefix “NGT.” A portion of these messages may also include a failure code, as in the following example: Schedule violation [NGT 05-1 ({failureCode})] When you call your Kronos Representative for support, refer to the message number and failure code.
Error messages Unrecognized badge format [NGT 02-1] The device can decode the data on the badge, but the bar code does not match any of the associated formats. Administrators: Use the Bar Code Symbology setting to specify the appropriate types of bar codes that employee badges use (see “Bar Code Symbology” on page 118). Punch rejected [NGT 04-1 ({failureCode})] The time that has elapsed since the last punch is less than the required minimum time between punches.
Chapter 5 Troubleshooting 105—You are attempting to punch too soon after your previous punch. Wait until the repunch interval passes, and then punch again. Administrators: The Restrict Punch Interval defines the amount of time that must elapse before an employee can repunch. To configure this parameter, access the Device Configuration page, and select Transaction Settings. 108—You are attempting to start a new shift at an unscheduled time.
Error messages 113—You are attempting to punch out too early to end a meal. Wait until your minimum meal time elapses, and then punch out. Administrators: The punch must be after the minimum meal time has elapsed, as defined in the Minimum Meal parameter. Use the host application to configure this parameter. 114—Your punch interpretation rule is set for simple schedules, but you are not assigned to a valid schedule.
Chapter 5 Troubleshooting 118—You are attempting to punch in from a break too late. Administrators: The punch must be within the Late End Break Margin associated with the break. Use the host application to configure this parameter. Managers: To allow the employee to punch in, perform a Schedule Override transaction. 119—You are attempting to punch in from a break too early. Wait until the end of your current break, and then punch in.
Error messages Invalid restriction level [NGT 08-1 ({failureCode})] The employee badge does not match any of the home employees loaded in the device. Non-home employees are allowed to punch, but not for the restriction level encoded on the badge. Managers: Access Manager mode and swipe the employee badge, or enable a single or global restriction credit.
Chapter 5 Troubleshooting Negative values not allowed [NGT 94-13] Positive values not allowed [NGT 94-19] Field precision is {0} [NGT 94-20] You have not entered the required number of digits after the decimal point. Password is incorrect [NGT 95-1 ({failureCode})] You entered an invalid password for the Maintenance badge.
Troubleshooting Troubleshooting This section provides some first steps you can take to perform troubleshooting. There are three ways to troubleshoot a timeclock: • Use the timeclock. • Use a remote PC. • Use the host application. Note: To troubleshoot more complicated hardware problems, which may require an electrician, see the InTouch DX installation guide, or contact your Kronos Representative.
Chapter 5 Troubleshooting Biometrics To diagnose problems related to biometric authentication devices, run the following reports: Biometric report—Displays biometric statistics, including the number of firmware and hardware errors associated with a device. See “Biometric” on page 129. Biometric Templates report—Displays templates that have low scores or other problems. See “Biometric Templates” on page 129.
Troubleshooting External devices If external devices (for example, bells or door strikes) are attached to the InTouch DX, run the following tests to ensure that they are operating properly. GPIO Output Bits—See “GPIO Output Bits” on page 133. Monitor GPIO Inputs—See “Monitor GPIO Inputs” on page 134. Use a remote PC To diagnose problems using a remote PC, perform either of the following tasks: VNC Remote Access—Enables a timeclock to be remotely accessed, using a VNC viewer.
Chapter 5 Troubleshooting Restart timeclocks There are three ways to restart a timeclock: 148 • Use the Restart Device function—See “Restart Device” on page 121. • Use the internal restart button—If a device is unresponsive, an authorized user can reboot it using the restart button, which is located inside the timeclock assembly. For details, see Chapter 3: Troubleshooting and Preventive Mainenance—in the InTouch DX Installation Guide.
Clean the touchscreen Clean the touchscreen Note: Use glass cleaner. Do not apply the glass cleaner directly on the touchscreen. Do not use abrasives, or solvents such as alcohol, benzene, or acetone, as they can damage the touchscreen. See the InTouch DX Installation Guide for additional cleaning information. To clean the touchscreen surface, press the menu icon on the front of the timeclock (below the home icon), and tap Clean Touchscreen.
Chapter 5 150 Troubleshooting
