Presentation on theme: "The installation process is started by double-clicking on the USB-Key file ‘install.xls’"— Presentation transcript:
The installation process is started by double-clicking on the USB-Key file ‘install.xls’
Select the required language
The default directory is c:\bks
Installation is completed in a few seconds
The Excel version is detected after installation. Conversion to ‘.xlsm’ format is requested for Excel 2007 versions and higher.
The Excel file type indicated in cell P1 … … changes to ‘.xlsm’ after conversion.
If macros are not set correctly,a redwarning message is displayed. Consult the Application Software User Manual for instructions. If macros are not set correctly, a red warning message is displayed. Consult the Application Software User Manual for instructions. A yellow background is displayed when macros are correctly set
‘Active Period’ is set by clicking on either date. These dates control the range of Time Sheet information to be viewed or printed.
The ‘Active Period’ does not change until set again by the user
To add an Employee, select ‘New Employee’ … … enter Employee details and click Go!
The New Employee form remains on-screen. To add another, enter details and click Go!
The ‘Employee List’ when 10 staff members have been registered.
‘Extend Calendars’ will be requested if the current date is newer than the last ‘Extend Calendars’ occurrence.
The ‘Employee List’ also displays the Language, Excel version, Excel Time Sheet format, and the Application Version number.
Six tabs at the foot of the workbook give access to other functions
The ‘Control Panel’ keys select the primary functions
An Employee Time Sheet has been selected with ‘Show Time Sheet’. Weekend dates are shown with a blue highlight.
A right mouse click on any title cell in Row 7 allows unused columns to be hidden, eg ‘Show’Start/Stop 5’.
Missing ‘time stamps’ can be added by a right mouse click on a blank cell. The action is completed with the keyboard ‘Enter’ key.
Time Stamp addition or modification is indicated in bold … … and an Audit Trail is created in the Date cell.
‘After-midnight’ hours are recorded on the day after the last clock-in and cause two calculation errors in red … By selecting ‘Midnight X-Over’,irst Time Stamp of the next day By selecting ‘Midnight X-Over’, the first Time Stamp of the next day is moved to the previous day, and the errors disappear. With a right mouse click on the first blank cell of the first work day, the ‘Add or Modify Time Stamps’ menu appears
Absences are recorded in columns N-Q by a right mouse click on the date for ‘Absence 1’ or ‘Absence 2’ (column N or P)
Enter value for ‘Duration in Hours’ - press keyboard ‘Enter’ key - then chose a code in ‘Select a Reason’ from the drop down menu …
Click on ‘Apply to ALL employees’ and … … select Yes or No. Note: ABSENCE Duration value is added to ‘Net Hours’.
Absence duration is added to Hours Clocked, with result in Net Hours. Totals-A at the bottom shows all Absences in the Active Period
‘Corrections’ are made in columns R-S with a right mouse click on a cell in column R. This column does not change ‘Net Hours’.
This function is for recording hours that do not change Time Sheet results. Note: ‘Correction’ values do not effect Net Hours value.
‘New Records’ holds Time Stamps that cannot be imported into Time Sheets for various reasons...
‘Unknown Badge’ means an ID-Badge has been used for clocking-in and clocking–out, but the Badge has not been registered to an Employee.
‘Search Errors’ allows several conditions to be reported, such as Missing Time Stamps & Absent without Reason
Chose the required parameters and select Go!
‘Absent without Reason’ report
The ‘Search Errors’ report is saved in ‘Clocking Errors’ until requested again
‘Show Summary’ generates a report for all Employees for the dates displayed in the Control Panel
‘Summary’ report provides a single line overview per Employee which can be exported to an external Excel file with a click on line 3
Several ‘Correction Codes’ are initially provided
Codes can be added, or deleted, as required.
‘Print Time Sheets’ report can be generated whenever required for the dates set in the Active Period
Right click on centre of display and select one, or more, Employees
Select Go! and the Time Sheets report will be created
To copy the report into an external Excel file right mouse click on the screen and select Export