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3. Using the Jump-Start Options

    Using the Employee Jump-Start Option

    The Jump-Start function is a set of wizards which will help you set up the CS Time System.  After installing CS Time the following widow will be displayed when opening the User Module:

     

    Jump Start - 1.png

     

    Once all steps have been completed, the Employees Jump-Start option will not automatically reappear, but can be recalled at any time from the User or Configuration Module by selecting the toolbar Jump-Start icon  .

    Step 1: Adding Employees

    This step allows you to capture all employees quickly and easily.

     

    To add employees, proceed as follows:

    1. Select the Add your Employees button and the following window will be displayed.

     

    Jump Start - 2.png
     

    1. When the above window is displayed, enter the required information into the appropriate text boxes (fields). Pressing the [Tab] key will move you to the next field.
    2. The fields to be completed for each employee are:
      • Employee Number.  This is a unique alphanumeric number that is assigned to each employee and can be up to 10 characters long.
      • First Name. This is the employee’s First Name.
      • Last Name: This is the employee’s Last Name.
    3. Press the Add button to add the employee to the system.
    4. Repeat steps 1 to 3 to add all the employees to the system.
    5. Once completed, select the Close button. The Jump-Start Employees window will again be displayed. The next step is to assign a card to each employee.

    If you entered an employee incorrectly, employee details can always be amended by editing the employee master file details as described in the View and Edit Employee Information section of the Jump-Start Guide.

    Step 2:  Assigning Employee Cards

    This step is where available Employee Cards are assigned to each of the employees. To assign cards to the employees, proceed as follows:

    1. At the Jump-Start Employees window, select the Give each employee a card button and the following window will be displayed. 

     

    Jump Start - 3.png

     

    1. Use the mouse cursor and dragging the required card from the Available Cards list to the Card Number field. Once the card is assigned, the employee detail will be grayed out, indicating that the card assignment was successful.
    2. If the wrong card was assigned to an employee, it can be corrected by dragging the correct card number from the Available Cards list over the wrong card number and dropping it there.
    3. Selecting the Give Everyone A Card button, each employee will automatically be assigned a card by the system. The allocation is done in a numerical order (from the lowest to the highest number that’s available).
    4. Select the Close button once the task has been completed. The Jump-Start Employees window will again be displayed.

    Step 3:  Creating Employee Shifts

    This option enables new shifts to be created by means of a wizard.  It is recommended that you have all the shift rules at hand when starting this wizard to create shifts.

    To create a Shift, proceed as follows:

    1. At the Jump-Start Employees window, select the Create some Shifts button and the following window will be displayed.  There are two default shifts in a new dataset - a day and a night shift.

     

    Jump Start - 4.png
     

    1. Click on the Add a new Shift button to start the shift creation wizard.

     

    Jump Start - 5.png
     

    1. Follow each of the steps required by the wizard and once completed the newly defined shift will be added to the system.

    Step 4:  Assigning Shifts to Employees

    This option enables shifts to be assigned to employees. To assign defined shifts: proceed as follows:

    1. At the Jump-Start Employees window, select the Put each employee on a Shift button and the following window will be displayed:

     

    Jump Start - 6.png

     

    1. Assign the required shift to an employee by dragging the shift code from the list of shifts to the employee Shift field. When a shift is assigned, the employee details will be grayed out in the list, indicating that the assignment was successful.
    2. If all the employees are on the same shift, select and highlight the required shift and then select the Put Everyone on the Highlighted Shift button. This will then assign the highlighted shift to all the employees.

    The DNP shift allows you to assign a shift to employees, which will allow employees to clock, but not generate employee hours. This is normally used for employees who clock, but their hours are not used for payroll or admin purposes. 

    If the wrong shift was assigned to an employee, it can be corrected by editing the Employee Master File.

    Select the Close buttons to close the Jump-Start wizard.

    Once the Jump-Start wizard has been completed and employees have been added, cards and shifts have been allocated, the TNA system will be functional and will start recording the employee clockings.

    The Jump-Start wizard can be used at any time to quickly perform the above tasks. The Jump-Start wizard is activated from the CS Time User and Configuration Modules using the Jump-start toolbar icon.


    Next: Adding Clockings Devices

    Page last modified 15:32, 27 May 2014 by cay-lynne CS Time/TNA Documents > Installing CS Time > Quick Start > 3. Using the Jump-Start Options

    Comments1

    Viewing 1 of 1 comments: view all
    In new datasets the cards file is empty. We need to add a page on how to add cards in TNA.
    Posted 14:40, 3 Jun 2011
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