Account Setup Instructions:
1. To set up your company account, log in
using your Administrator account (the account
you signed up with), and click on the Administration link on the main taskbar. You will be taken
to the administration screen.
2. Click on the Settings link to set up your company's setting. Company
settings apply to all users. To ensure that
your employees cannot alter their time, we
suggest that you get the time from the WebPunchClock
server. Enter a default work schedule and
a default paid time off. These default values
will be used when you add your new users.
Click on the Update button to save your settings.
3. Create your groups: Click on the Groups link and then click on the Add Group button. Enter the name of your group. A
group could be a department, division or
office within your company. If you have groups
in different time zones, you can assign a
time zone to the group by clicking on the
"Assign time zone to group" check
box and entering the time zone. Save your
changes by clicking on the Save button.
4. Add your users: Click on the Users link on the gray administration taskbar.
Click on the
Add User button. Add your employee information. When
a user is created, the password will be the
same as the user ID. Your users can change
their passwords by clicking on the Change Password button on the main WebPunchClock login screen. Enter the work schedule if
you did not enter a default work schedule
under Settings. The work schedule will be displayed as
Contracted on the user's timecard. Enter
the length of the user's paid time off days,
if you did not enter a default value for
paid time off days under Settings.
For the access rights, select the User access
type for your employees that will be punching
in and out. You can either restrict them
to punching in and punching out only, or
you can allow them to edit their own time
records. For managers, select the Manager
access type and then select the levels of
access for editing timecards, creating users,
approving timecards, and running reports.
For administrators, select the Administrator
access type. Administrators have full access.
Select the overtime type for the user. Overtime
can be paid either weekly or daily. For no
overtime, click on the "No Overtime"
If your users can accumulate flextime, click
on the "Track Flextime" checkbox.
For your users that work an overnight shift,
you can enable the overnight shift option
by clicking on the "Enable Overnight
Shift" checkbox and by entering a shift
The time rounding option automatically rounds
the time up and time down for users that
punch in and punch out.
To restrict a user to punching in and punching
out from a specific PC in your office, you
can enable IP address checking. You must
use a static IP address for this to work
correctly. To have static IP addresses set
up for your users, you may need to contact
your network people or your Internet provider.
To save the user to the WebPunchClock database, click on the Save button.
After adding your users, you can send them
their account information by going to Administration=>Email
Notifications (Account Setup). Select a group
or all groups and then highlight the users
by left-clicking on them while pressing down
on the Ctrl key. Enter your email address
in the "Reply to" textbox. Click
on the Send button to send out the emails.
The following information will be sent in
the email message:
The WebPunchClock URL:
The user's login information:
- Company ID
- User ID
5. To view, approve, and edit your employee
timecards, click on the Approvals link on the main taskbar. To view a specific
user's timecard, click on the View link. If your employees can punch in and
punch out only, you, as an administrator
or manager, will need to edit their timecards
and add their time off days. The hours for
the time off days are calculated automatically
based on the paid time off hours you entered
when you created the user. If your employees
can update their own time records, you can
approve (i.e., close off) their timecards
so that they cannot go back and change them.
6. To run reports, click on Reports link on the main taskbar.
7. To download your time records, click on
Download link on the gray administration taskbar.
If you need additional help, you can email
support at firstname.lastname@example.org.