Settings Tab

    If your employees will punch in and out by phoning in, you can specify the phone number(s) from which they are allowed to call. The Caller ID feature is an optional feature.

    To add a new number, follow these steps:

    1. Click the Settings tab on the main menu.

    2. Click the Punch Management link.

    3. Scroll down to the Caller IDs section.

    4. Click Add Caller ID.

    5. Enter the phone number, including area code.

    6. Enter a name for the location.

    7. Click Add.

    You may add as many phone numbers as you like. The punch in/out by phone will check the caller ID of the employee wishing to use the service. If it does not match, the call will be rejected.

    The IP addresses feature is an optional feature that allows you to specify the location(s) from which your employees can punch in and out through an Internet browser. For example, if you enter your office IP address range, you are ensuring that your employees can only punch in and out from that location. 

    To add a new IP address, follow these steps:

    1. Click the Settings tab on the main menu.

    2. Click the Punch Management link.

    3. Scroll down to the IP Addresses section.

    4. Click Add IP Address.

    The system will automatically detect the first two sets of numbers based on your current location.

    NOTE: If your computer is not on the network you want employees to login from, you will need the first two portions of the Public IP address of the network you wish to allow. A Private IP will not work for this.

    5. Make any changes necessary, then name the IP address range (e.g., “Dallas Office”).

    6. Click Add.

     

    To add jobs to your account, follow these steps:

    1. Click the Settings tab.

    2. Click the Job Tracking link.

    3. Click the Add/Edit Jobs link in the upper-right corner of the window.

    The Add Job dialog box will appear.

    4. Click Add Job.

    5. Enter the job number, job name, and the job description.

    6. Select the department(s) to which this job will apply. You can also expand a department name to select individual employees.

    7. Click Save And Close.

     

    In uAttend, you can set up jobs (projects) for your employees. Administrators enter jobs in the account and enable users to use the job tracking feature.

    NOTE: The job tracking feature is only available for users in your account who use one of the Platinum Series C time clocks (BN6500, BN6000, CB6500, CB6000) and for users who punch in through the uAttend website.

    To enable the job tracking feature, follow these steps:

    1. Click the Settings tab.

    2. Click the Job Tracking link.

    3. Click Enable to enable the job tracking feature.

    4. Click Edit to change the job settings.

    You can change the following settings through the Jobs dialog box.

    • Entry Type—Select List to allow employees to choose a job from a list. Select Manual Entry to allow employees to enter a job number manually each time they punch in.
    • Job Detail—This is only an option if List is selected for Entry Type. Select Enabled if you would like to utilize the job detail feature. A job detail is a component of a job (e.g., if a construction company is remodeling a hospital, drywall repair in the east wing may be a job detail).
    • First job punch is punch in—Select Enabled if you would like employees to automatically be punched in for work when they enter the first job punch for the day.
    • Lunch/break start/end jobs—Select Enabled if you would like employees to still be punched in to the same job once they have started and ended lunch or break punches.

    5. Click Save And Close when you are finished.

    NOTE: You must also enable job tracking at the employee level. Click the Users tab, select the user, and make sure the Job Tracking setting is set to ON.

    Keep track of requested time off with ease by enabling the Time Off Request feature. The feature allows Administrators and Supervisors to manage Employees time off by allowing users to submit a time off request either on the uAttend website or any compatible time clock. Administrators, Supervisors, or Employees with permissions can submit a Time Off Request. Administrators and/or Supervisors can approve or deny the Time Off Request via emails or the uAttend website. 

    Notifications help deliver the status of the Time Off Request when it has been Received, Approved, Denied, or Canceled. Make sure to add the individual's email and/or phone number in their user profile to receive notifications via Email and/or Text, refer to Adding a User for details.

     

    Enabling Time Off Requests

    In uAttend, administrators can enable the Time Off Request feature, follow these steps to enable it:

        1. Click the Settings tab.

        2. Click on Employee Services.

    Time_Off_1.jpg

        3. Click Configure in the Time Off section on the Employee Services page. The Time Off Settings modal will open.

    Time_Off_2.jpg

        4. Click Enable to enable Time Off Request. Enabling TOR will provide further configuration options for selecting 

        5. Select the Roles Required to Approve, select Supervisor and/or Administrators.

        6. Click on Enable Notifications, to select from Email or Text 

    Time_Off_3.jpg

    Note: The Text notification option is only available in the US and requires a uText Notification Plan, selecting it will prompt you to Agree or Disagree to the uText Agreement before being able to select the Text notification option. You can disable uText Notifications in your account by going to My Account found by clicking your name on the top right of the page, then click on Edit on uText Notifications. 

    Time_Off_4.jpg

         7. Click Save when you are finished. The Time Off section will update with your settings. Click on Edit to open the Time Off settings modal to edit any options.

    Time_Off_5.jpg

     

    Entering Time Off Requests via Time Clock

    Employees can enter time off requests through a Platinum Series C time clock (BN6500, BN6000, CB6500, CB6000). To enter a time off request through a clock, employees will follow these steps:

        1. Press the check mark (uAttend menu) key, followed by the PIN assigned to the user or use fingerprint authentication.

        2. Press OK.

        3. Using the down arrow key, scroll down to Employee Service Options and press OK.

        4. Using the down arrow key, scroll down to Time Off Request and press OK.

        5. Using the down arrow key, scroll down to select the pay code to which you would like to assign the time off and press OK.

        6. Select the start date of the time off requested. Press the MENU key to edit the year, month, and day. Press OK when you are finished.

        7. Select the end date of the time off requested. Press the MENU key to edit the year, month, and day. Press OK when you are finished.

    The time clock will display the message "Time Off Request Submitted!" and a notification will be sent to the Supervisor or the Administrator if notifications were enabled.


    Entering Time Off Request via uAttend Website

    Administrators and Supervisors can enter time off requests on behalf of an employee. Employees can enter time off requests through the uAttend website if they are set up with username and password to login, refer to Adding/Changing User Passwords

     

    Employees will follow these steps to enter a time off request through the uAttend website:

    1. Click the Employee Services tab.

    2. In the Time Off Requests section, click Add Request.

    Time_Off_6.jpg3. Select the date(s) of the request.

    4. Click Confirm.

    Time_Off_7.jpg

    5. Enter the number of hours off requested under the appropriate pay code.
    Time_Off_8.jpg    6. Click Save to submit the time off request. Click Save and Add New to enter more dates. The Time Off Request has been submitted and a notification will be sent to the Supervisor or the Administrator if notifications were enabled.


    Administrators will follow these steps to enter a time off request for an employee through the uAttend website:

        1. Click the Users tab.

        2. Select the employee's name.

        3. Click the Employee Services link.

        4. In the Time Off Requests section, click Add Request.

    Time_Off_9.jpg

        5. Select the date(s) of the time off request.

        6. Click Confirm.

    Time_Off_10.jpg   

    7. Enter the number of hours off requested under the appropriate pay code. Select Unpaid, Weekend, or Approved. (Approved may be selected if the Supervisor or Administrator is able to approve at the time of entering the request.)

    Time_Off_11.jpg

        8. Click Save to close modal. Click Save and Add New to enter more dates. 

     

     


    Approving Time Off Requests from the Dashboard Widget

     

    An Administrator and/or Supervisor can approve a time off request if required to do so. Administrators and Supervisors can see if there are time off requests pending for approval on the Time Off Requests Widget on the uAttend Dashboard. Refer to the Time Off Request Widget to learn how to approve time off request.

     

     

     

     

    Time Off Requests Notifications

    When a Time Off Request has been submitted, the Time Off Request Received notification will be sent to either the Supervisors or Administrators, depending on who is required to approve from the Time Off Request configuration.

     

    If the Time Off Request configuration for required to approved is set to:

    • Administrators Only: Administrators will receive the notification unless an admin submitted the Time Off Request.

    • Supervisor Only: Supervisors that have the employee belonging to their responsible departments will receive the notification unless a supervisor submitted the Time Off Request.

    • Supervisors and Administrators: Supervisors that have the employee belonging to their responsible departments will receive the notification unless a Supervisor submitted the Time Off Request. After a Supervisor approves the Time Off Request, Administrators will receive a Secondary Approval from Admin notification.

     

    Employees will receive Approved or Denied notifications after a Supervisor and/or an Administrator approve the Time OffIf a Time Off Request, that was previously approved, is canceled then the Employee, Supervisors, and Administrators will receive a Time Off Request Canceled notification.

     

     

     

    Approving Time Off Requests from Email Notifications

    Administrators and Supervisors will be able to Approve or Deny from the Email Notification. 

        1. Open the email notification received. 

        2. Click on Approve or Deny.

        3. Confirmation will display on a web browser that the Time Off Request was Approved or Denied. 

     

     

     In uAttend, you can allow your employees to enter tips. Administrators enable employees to use the tips feature.

    NOTE: The tips feature is only available for users in your account who use one of the Platinum Series C time clocks (BN6500, BN6000, CB6500, CB6000) and for users who punch in through the uAttend website.

    Enabling Tips Feature

    To enable the tips feature, follow these steps:

    1. Click the Settings tab.

    2. Click the Employee Services link.

    3. Click Enable in the Tips section of the page, to enable the tips feature.

    4. Click the Edit Employees link in the upper-right corner of the Tips section on the Employee Services page.

    The Enable Tipping dialog box appears, allowing you to select all employees for whom you would like the tipping feature enabled.

    5. Select the department(s) for which you would like to enable tipping, or select All Departments. You can also expand a department name to select individual employees.

    6. Click Save And Close.

     

    Entering Tips Via Time Clock

    Employees can enter tips through a Platinum Series C time clock (BN6500, BN6000, CB6500, CB6000). To enter a tip through a clock, employees will follow these steps:

    1. Press the check mark (uAttend menu) key, followed by the PIN code assigned to the user.

    2. Press OK.

    3. Select Timecard Options and press OK.

    4. Select Add Tip Total and press OK.

    5. Enter the tip total and press OK.

    The message "Is This The Correct Amount?" will display.

    6. Press OK to accept the tip total or press the ESC key to back out.

    7. Using the down arrow key, scroll down to select the date to which you want the tip applied and press OK.

    The message "Is This The Correct Date?" will display.

    8. Press OK to accept the date or press the ESC key to back out.

    The time clock will display the message "Tip Added!"

     

    Enabling Tips Via uAttend Website

    Employees can enter tips through the uAttend website.

    To enter a tip through the uAttend website, employees will follow these steps:

    1. Click the Employee Services tab.

    2. In the Tips section, click Add Tip.

    3. Select the date and enter the tip amount.

    4. Click Save and Close.

    NOTE: Administrators can also add tips to an employee's timecard.

    In uAttend, you can enter expenses for your employees. Administrators set up expenses in the account and enable employees to use the expense feature.

    NOTE: The expense feature is only available for users in your account who use one of the Platinum Series C time clocks (BN6500, BN6000, CB6500, CB6000) and for users who punch in through the uAttend website.

    Enabling Expense Feature

    To enable the expenses feature, follow these steps:

    1. Click the Settings tab.

    2. Click the Employee Services link.

    3. Click Enable in the Expenses section of the page, to enable the expense feature.

     

    Add Expense Codes

    To add expense codes to your account, follow these steps:

    1. Click the Add/Edit Codes link in the upper-right corner of the Expenses section on the Employee Servicespage.

    2. Click Add Expense.

    The Add Expense dialog box will appear.

    3. Enter the expense code and expense name.

    4. Select the department(s) to which this code will apply, or select All Departments. You can also expand a department name to select individual employees.

    5. Click Save And Close.


    Entering Expenses Via Time Clock

    Employees can enter expenses through a Platinum Series C time clock (BN6500, BN6000, CB6500, CB6000). To enter an expense through a clock, employees will follow these steps:

    1. Press the check mark (uAttend menu) key, followed by the PIN code assigned to the user.

    2. Press OK.

    3. Select Timecard Options and press OK.

    4. Select Add Expense and press OK.

    5. Select the expense code and press OK.

    6. Enter the expense amount and press OK.

    The message "Is This The Correct Amount?" will display.

    7. Press OK to accept the expense amount or press the ESC key to back out.

    8. Using the down arrow key, scroll down to select the date to which you want the expense applied and press OK.

    The message "Is This The Correct Date?" will display.

    9. Press OK to accept the date or press the ESC key to back out.

    The time clock will display the message "Expense Added!"

     

    Entering Expenses via uAttend Website

    Employees can enter expenses through the uAttend website.

    To enter an expense through the uAttend website, employees will follow these steps:

    1. Click the Employee Services tab.

    2. In the Expense section, click Add Expense.

    3. Select the code, expense amount, and date.

    4. Click Save and Close.

    NOTE: Administrators can also add expenses to an employee's timecard.

    In uAttend, you can set up holiday pay days for your users. 

    To add a new holiday, follow these steps:

    1. Click the Settings tab on the main menu.

    2. Click the Holidays link.

    3. Click Add Holiday.

    4. From the drop-down menus, enter the date and the holiday name.

    5. In the Paid Hours field, enter the number of paid hours for employees who will not be working on the holiday.

    6. From the Pay Code drop-down menu, select the pay code (e.g., Reg, OT1, etc.) for employees who will be working on the holiday.

    7. From the Apply to All drop-down menu, select Yes if you wish for this holiday to apply to all employees.

    If the holiday will apply to only some or none of your employees, select No. Then see "Assigning Holiday Time to Users" below to assign the holiday to each individual user.

    8. From the Working drop-down menu, select Yes if some or all of your employees will be working on the holiday.

    NOTE: If Working is set to Yes, employees will not receive the automatic holiday hours from this Holiday. Any employee that has a Holiday with Working set to Yes will require the HOL hours be manually added to their timecard, if they need both REG and HOL hours for that day.

    9. Click Add.

     

    Assigning Holiday Time to Users

     

    NOTE: The Employee's Timecard may have to be Recalculated after any changes are made to the Holiday settings in order to see them reflected on the Timecard. See Adding Benefit Hours to Timecards to learn how to do this

    Administrators can assign shift pay rates to individual employees and departments.

    Assigning Pay Rate to Employees

    Once a shift has been assigned to an employee, follow these steps to assign a pay rate to the employee.

    1.  Click the Users tab.

    2.  Select the user’s name from the list.

    3.  Click the Shifts link.

    4.  Select the shift from the list.

    5.  From the Shift dialog box, select the Assignments tab.

    6.  Enter a pay rate for this shift and employee.

    7.  Click Save and Close.

     

    Assigning Pay Rate to Departments

    Once a shift has been assigned to a department, follow these steps to assign a pay rate to the department.

    1.  Click the Departments tab.

    2.  Select the department from the list.

    3.  Click the Shifts link.

    4.  Select the shift from the list.

    5.  From the Shift dialog box, select the Assignments tab.

    6.  Enter a pay rate for this shift and department.

    7.  Click Save and Close.

    Administrators can add work shifts and pay rates (also known as shift differentials) for their departments and employees. Shifts are schedules (start times and end times for each day of the week) that are assigned to departments and/or employees, which will define the time they are scheduled to work on specific days.

    Follow these steps to add a new shift:

    1.  Click the Settings tab.

    2.  Click the Shifts link.

    3.  Click Add Shift.

    4.  With the Schedule tab selected, enter the shift name in the Name field.

    5.  Enter the shift code in the Code field.

    6.  Select the check boxes for the days that will be included in this shift.

    7.  Enter start times and end times for each day.

    8.  If this is a night shift, select Yes from the drop-down menu in the night shift section.

    On the Assignments page, you will select the individual employees and/or departments to which this shift will be assigned.

    9.  Click the Assignments tab.

    10. Select the departments and/or employees that you wish to assign to this shift.

    On the Alarms page, you will specify the alarm types that you wish to set. For example, you can set an alarm to notify you if an employee punches in over 5 minutes early or punches out over 5 minutes late.

    11.  Click the Alarms tab.

    12.  Select the number of minutes for each alarm type (Early In, Late In, Early Out, Late Out) under theThreshold heading.

    13.  Enter the email addresses to which you would like these alarms sent, separating each email address with a semi-colon (;).

    14.  Enter the phone number to which you would like these alarms sent.

    Note: Shift Alarm notifications via uText can only be sent to one phone number.

    15. In the Do Not Send uText Notifications From field, enter the start time of the time range for which you would not like the punch notifications to be sent, if desired.

    16.  In the Do Not Send uText Notifications To field, enter the end time of the time range for which you would not like the punch notifications to be sent, if desired.

    Note: uText punch notifications will not be sent to the number entered during the Do Not Send uText Notifications time range entered. 

    17. Select the Enabled check box for Missing Break Punch and/or Missing Lunch Punch, as desired.

    Adding_Shifts.png

    18.  Enter the email addresses to which you would like these alarms sent.

    19. Enter the phone number to which you would like these alarms sent.

    Note: Shift Alarm notifications via uText can only be sent to one phone number.

    20. In the Do Not Send uText Notifications From field, enter the start time of the time range for which you wouldnot like the punch notifications to be sent, if desired.

    21.  In the Do Not Send uText Notifications To field, enter the end time of the time range for which you wouldnot like the punch notifications to be sent, if desired.

    22.  Click Save and Next to enter another shift or click Save and Close.

    In uAttend, you can set up your pay periods as you wish. You can specify the length of time for each pay period, the day that the workweek will begin, and the day(s) of the month that each pay period will begin. To create a pay period, follow these steps:

    1.  Click the Settings tab on the main menu.

    2.  Click the General link.

    3.  Edit the Pay Period setting to adjust the length of time that your pay periods will be. The options are:

    • Weekly—Pay periods are one week long.
    • Bi-Weekly—Pay periods are two weeks long.
    • Semi-Monthly—There are two pay periods per month.
    • Monthly—There is one pay period per month.

    4.  Edit the Workweek Starts On setting to adjust the workweek start date.

    If you choose either the Monthly or Semi-Monthly option, a third setting (Pay Period Starts On) appears on the screen, allowing you to set the day(s) of the month that will begin each pay period.

    NOTE: The day of the week selected here will affect when Weekly Overtime calculation will begin. See Setting up Overtime Pay to learn more about Overtime.

    5.  When you are finished with each setting, click Save.

    NOTE: If you change your pay period after users have begun punching in and out, you must recalculate timecards to reflect the change. To recalculate timecards, click the Timecards tab, then select the user's name from the list. Click the Recalculate link in the lower-right corner of the screen.

    Step 1. Uploading a logo to your uAttend Account

    Log into the uAttend portal. Note - you must log in as an administrator account. Supervisors and employee accounts cannot see the settings tab. 

    1. Click the Settings tab on the main menu.
    2. Click the Punch Management link.
    3. In the Logo Image section, click Edit.
    4. Click Browse to browse for your logo. Logos can be .jpg, .png or .gif file types. The entire name of the file must be lowercase. The uAttend portal will automatically resize your image to fit the screen of your time clocks. 
    5. Select your logo and click Open.
    6. Click Upload. The logo will upload and appear in the logo section beneath the list of time clocks on  your account. 

    Step 2. Downloading the logo to your Time Clock

    To download your company logo to your uAttend time clock, follow these steps:

    1. Press the MENU key.
    2. Enter the default password (53178) if it has not been changed, then press OK.
    3. From the time clock menu, select the Device Management menu.
    4. Select Upload Logo or Download Logo, depending on your time clock, and press OK.
    5. If you are using the MN1000 or MN2000, you must unplug the clock and plug it back in to restart.

     

    To select time formatting in your uAttend account, follow these steps:

    1. Click the Settings tab on the main menu.
    2. In the Hour Format section, click the Edit link and select Standard or Military.

    3. Standard times will display with AM or PM designations, ie: 3:15 PM. 
    4. Military will display using the 24 hour time format, ie: 15:15. 
    5. Click Save.