Centro comercial La Almazara-España

1. Click on the Auto Process module within the Output group in the Tree View (see the following figure).

2. Click the button to create a new Auto Process profile and the following Auto Process window will appear:

3. In the Name field, enter a name for the Auto Process profile.

4. Enter a brief description of the Auto Process profile in the Description field.

5. Click on the Settings tab. The following is an example of the Settings tab window that will appear:

6. For Process Type choose from; Report, Communications, Import, Export, or Synchronize Access Control.

Note: The Auto Process for Report, Import and Export, which runs as a service, will run the selected Report, Import, and Export profiles with a frequency based upon the

“Recurrence” settings. The Auto Process for Communications will either Poll, Set Time, or Download the selected terminals based on “Recurrence” settings. While the Auto Process for Synchronize Access Control will synchronize employee and department data in the background as a service with a frequency level based upon “Recurrence” settings.

7. When Report is selected for the Process Type, select: Report profile from the dropdown list in the Report field.

Check Keep file if desired and enter the Output Path (use the browse button). Check Send to printer to print report and the enter the printer in the Printer field.

Check Send E-Mail to send e-mail to the specified e-mail address. Press To button to use the address book (employee or Outlook addresses). This E-mail notification via the Auto Process Module operates even if the Events Notification Module is not activated. It uses the E-mail parameters defined in the Company Module under E-Mail Settings screen.

8. When Communications is selected for the Process Type, you must select the operation to be performed and the Location for the Operation. See the following figure for an example.

a. Operation: Select Poll, Set Time, or Download, When Download is selected, the Poll before option will be enabled. Check this option if you want to poll the selected terminals before downloading.

b. Location Setting: The Location Setting lists all Locations that are configured in the Time & Attendance software. To enable the use of a Location for Auto Process, check the Active box. To use all the terminals in the Location, select All from the dropdown Terminal Selection column and the browse indicator will be displayed. Click on the Browse button in the Terminal column to you choose terminals from the terminal selection screen.

Note: Setup terminals from Setup Wizard Terminals Setup.

Terminal selection is as follows:

a. To select a terminal, highlight the desired terminal in the Available list and click on the Add button.

b. To select all terminals from the Available list, click on the Add All button.

c. To remove a terminal from the Selected list, highlight the desired terminal in the Selected list and click on the Remove button.

d. To remove all selected terminals, click on the Remove All button.

9. If Import or Export is selected for the process type, select the name from the dropdown list. 10. Select “Synchronize Access Control” to run auto process of synchronization upon startup

and/or settings defined on the Recurrence tab.

11. Click on the Recurrence tab. The following is an example of the Recurrence tab window that will appear:

Daily: The service for the auto process can be run every day or every number of days, or every number of hours.

Enter the following:

a. Every: Enter the number of days that the process will run. For example, if you want to run the process every 2 days, enter 2.

b. Starting: Enter a start date manually in MMDDYYYY format or click on the button. The Select Date dialog box will appear:

c. Start Time: Enter the time of day (HH:MM) that you want the process to run.

d. Run Every: Check this option if you wish to run the process, on an hourly basis. You must enter the number of hours (HH:MM) that you want the process to repeat.

Weekly: The service for the auto process can be run every set number of weeks on specific days of the week. See the following example:

Enter the following:

a. Recur Every: Enter the number of recurring weeks that the process will run. For

example to run the process every week, enter 1. Place a check next to the day(s) of the week that you want the process to run on.

b. Start Date: Enter a start date manually in MMDDYYYY format or click on the button. c. Start Time: Enter the time of day (HH:MM) that you want the process to run.

Monthly: The service for the auto process can be set to run on a specific day of each month, for a set number of months. See the following example:

Enter the following:

a. Day: Enter the day of the month.

b. Month(s): Enter the number of months that the process will repeat.

c. Start Date: Enter a start date manually in MMDDYYYY format or click on the button. The Select Date dialog box will appear.

d. Start Time: Enter the time of day (HH:MM) that you want the process to run. Yearly: The process can be set to run once every year on the date specified.

Enter the following:

a. Every: Select the desired Month from the dropdown list and enter in the day of the month in the field provided.

Chapter 10: Advanced Pay Class Module