Clarity Time and Attendance installation guide.
Requirements for target machine
- Internet Information Server version 5.1 or higher (can not work on XP home)
IIS must be installed first!. (if not, see the solution here: http://support.microsoft.com/default.aspx?scid=kb;EN-US;325093 ) - Microsoft .NET Framework version 2.0+ Redistributable (available at http://www.microsoft.com/downloads/details.aspx?FamilyID=0856EACB-4362-4B0D-8EDD-AAB15C5E04F5&displaylang=en )
- Microsoft SQL Server version 2005 with Clarity database (accessible through network)
- Internet Explorer version 6 or higher with Javascript enabled
- Clarity program (to configure TnA functionality) with TnA license
Installation
- Run the setup.exe and click on the “Next” button.
- You can change the virtual directory name, but we recommended you set it as– “ tna” .
The virtual directory means that the application will be accessible via internet address like: http://<server address>/<virtual directory name>
You can also change the Port number, but recommended is “ 80”. The 80 port number is default for http protocol.
- Add the name of the database server and the name of the database. The name of the database is the actual name you chose when creating your Company in Clarity.
- In the Server settings screen you have to add proper information about the smtp server address (for automatic sending of email from application) and the email address you want to use.
Source e-mail address is address which will be showed in the emails sent by the application in the “from address” .
If you do not know these values then clear them both so they are blank. DO NOT leave the <….> default values in the fields!!
- Confirm the installation via the “Next” button.
Application setup via web.config file
Please note, this configuration is not necessary if the installation was successful.
- Edit configuration file: c:\inetpub\wwwroot\tna\web.config . Application settings can be found in appSettings section.
- SqlConnectionString - valid connection string (e.g. data source=localhost; initial catalog=Clarity_CPY; user id=clarity; password=clarity).
- Mail.SmtpServer - SMTP server for automatic sending mail from application
- Mail.From - sender‘s email address (automatic mails)
- Mail.ErrorMailTo – email address to who we want to send the error messages (e.g. artin@artin.cz)
- RemindFirstTime - date and time when first reminders will be sent (e.g. 01/01/2004 00:10)
- RemindPeriod - repeat period for reminders (e.g. 1.00:00:00 – 1 day)
- GenerationTime - time of day when time entries will be generated (e.g. 08:00)
Configure Clarity functionality for web TnA application
Set TnA defaults in the preferences in the TnA tab. ( Setup Preferences )
Approval path options:
> Entered > Approved > Paid: Employees and/or managers can enter Time information, managers are required to approve any records before payroll may process it for payment.
> Entered > Paid: All time entered is considered immediately approved and available to payroll for processing.
>Entered > Submitted > Approved > Paid : Employees may enter time records that are hidden from the manager until the employee SUBMITS the record for approval. Managers may create, edit, delete, approve or reject any record that has been submitted. ONLY after approval is the record is available for processing by payroll.
Rounding Time Rules:
The system can be configured to round the start time (IN) and end times (OUT) of all time entries for the employees. The time is listed to show hours or minutes, so to round to the quarter (1/4) of an hour you would enter 00:15, half (1/2) hour would be 00:30 and hour would be 01:00.
You can choose to round to the nearest value, previous value or next (round value), here is a few example of how the rules apply:
TIME RULE RULE Start Value New Value
1) 00:15 NEXT 08:04 am 08:15 am
2) 00:15 PREVIOUS 08:04 am 08:00 am
3) 00:15 NEAR 08:04 am 08:00 am
4) 00:15 NEAR 08:09 am 08:15 am
5) 00:15 PREVIOUS 08:09 am 08:00 am
6) 00:15 NEXT 08:09 am 08:15 am
Set compensation summary in the employee master paycard ( Employees Master paycard )
The category assigned here is the category to which the employees regular hourly wages are going to be reported. This category must be flagged “Used for attendance” in the category setup.
Create managers ( Setup > Managers )
Assign manager to the employees ( Employees > General information > Organization tab )
Work schedule MAY(optional) be defined. ( Setup Attendance settings Work schedules )
Employees with assigned work schedules will automatically have their records, upon creation, be set to the time span for the current day.
IE: If an employee create new record and it is Tuesday, their Time record will default to 08:00 to 16:00. The record can be modified to reflect the accurate start/end times for the employee.
When a lunch break is added for a day the time record will automatically be split into two records after it was saved if the original recorded spanned over the lunch break.
Example:
John enters a timesheet record from 08:00 and ending at 16:00.
After clicking on save the program breaks the record in two and actually creates
- 1 record for 08:00 – 13:00
- 1 record for 13:30 – 16:00
The lunch break automatically being applied.
Breaks 1 and 2 do not apply this function, only the “lunch” break option.
Overtime rule may(optional) be defined ( Setup Attendance settings Overtime rules )
Overtime rule types
First hour Worked: All the hours for the selected day are assigned to the overtime category
- After daily hours: Once the employee has worked the number of hours in a day assigned to his/her compensation summary the rest will be assigned to this overtime category.
- After weekly hours: Once the employee has worked the number of hours in a week assigned to his/her compensation summary the rest will be assigned to this overtime category.
- After Scheduled hours: If the employee works hours they are not schedule for (schedule required for this to work) the hours will be assigned to overtime.
Daily and weekly overtime rules can both be applied to the same day policy. However, only REGULAR (IE: Non-overtime hours) are used in the calculation of overtime for either rule.
TnA group must be defined ( Setup Attendance settings TnA groups )
The Timesheet period start date controls the date in which the timesheets are displayed but also is the start DAY (Monday,Tuesday, etc) used for calculating Weekly overtime.
TnA Employee’s information must be checked ( Employees TnA information)
Web users must be set ( Setup Security Web users )
Payroll categories for the expense types must be created ( Setup Payroll settings Payroll categories )
Expense type must be defined. ( Setup > Attendance settings > Expense types )
Absence type must be created. ( Setup > Absence types )
Long term absence type must be created. ( Setup > Absence types )
Employee entitlements must be set (Human resources > Absence > Absence entitlements )
Absence planning could be set (Human resources > Absence > Absence planning)
Company calendar should be set ( Company > Holiday calendar )
Rejection reasons must be created. ( Setup > Reasons > Rejections )
Now you can start the web TnA application!
