Kronos Timekeeper

KRONOS
Workforce Timekeeper 4
Pre-Implementation Workshop
Facilitator Guide
Revision A
P/N 8602114-002
Version 4.3
The information in this document is subject to change without notice and should not be construed as a commitment by Kronos
Incorporated. Kronos Incorporated assumes no responsibility for any errors that may appear in this manual. This document or
any part thereof may not be reproduced in any form without the written permission of Kronos Incorporated. All rights reserved.
Copyright 2002.
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Published by Kronos Incorporated

297 Billerica Road, Chelmsford, Massachusetts 01824-4119
Phone: 978-250-9800, Fax: 978-367-5900
Kronos Incorporated Global Support: 1-800-394-HELP (1-800-394-4357)
Workforce Timekeeper 4 Pre-Implementation Workshop

Document Revision History
Document Revision Product Version Release Date
A Workforce Timekeeper Version 4.0 June 2001

B Workforce Timekeeper Version 4.0 August 2001
C Workforce Timekeeper Version 4.0.2 October 2001
D Workforce Timekeeper Version 4.2 May 2002
A Workforce Timekeeper Version 4.3 February 2002
Contents
Facilitator Setup
Section 1: Course Introduction

Welcome .................................................................................................... 1-2
Course Objectives ..................................................................................... 1-2
Course Goal ............................................................................................... 1-2
Course Format ................................................................................................. 1-3
Pay Rule and Feature Configuration Surveys ................................................ 1-4
Configuration Terminology ............................................................................. 1-5
Section 2: Implementation Overview

Phases of an Implementation ........................................................................... 2-2
Planning and Assessment .......................................................................... 2-2
Site Preparation ......................................................................................... 2-3
Configuration ............................................................................................ 2-3
System Certification .................................................................................. 2-3
Rollout and Implementation Support ........................................................ 2-4
Project Management Process .......................................................................... 2-5
Project Resource Requirements ...................................................................... 2-6
Keys to a Successful Implementation ............................................................. 2-8
Summary ......................................................................................................... 2-9
Section 3: Introduction to Workforce Timekeeper 4

Log On Screen ................................................................................................. 3-2
Parts of the Workforce Timekeeper Application ............................................ 3-3
What Are Workforce Genies? ......................................................................... 3-4
Detail Genie ............................................................................................... 3-5
Roll-up Genie ............................................................................................ 3-6
QuickFind Genie ....................................................................................... 3-7
Schedule Planner ....................................................................................... 3-8
Schedule Snapshot ..................................................................................... 3-9
Schedule Outline ..................................................................................... 3-10
Time Entry Formats ...................................................................................... 3-11
Time Stamp Workspace .......................................................................... 3-12
Hourly Timecards .................................................................................... 3-13
Project Timecards .................................................................................... 3-14
Daily and Periodic Tasks ............................................................................... 3-15
Employee Tasks ...................................................................................... 3-16
Department Manager Tasks .................................................................... 3-17
High-level Supervisor Tasks ................................................................... 3-18
Payroll/HR Supervisor Tasks .................................................................. 3-19
Information Systems or Kronos Administrator Tasks ............................. 3-20
Guided Practice: A Day in the Life of a Self-Service Employee .................. 3-21
Guided Practice: A Day in the Life of a Department Manager ..................... 3-23
Guided Practice: A Day in the Life of a Payroll/HR Supervisor .................. 3-25
Guided Practice: A Day in the Life of an IS/Kronos Administrator ............. 3-28
Summary ....................................................................................................... 3-31
Section 4: System Setup

Workforce Timekeeper Setup ......................................................................... 4-2
Configuration Overview .................................................................................. 4-3
What Makes Up a Person? .............................................................................. 4-4
Labor Tracking ................................................................................................ 4-5
Labor Level Maintenance .......................................................................... 4-6
Pay Rules ......................................................................................................... 4-7
Pay From Schedule .................................................................................... 4-9
Why We Need Accruals ................................................................................ 4-11
Calculated Accruals Setup ............................................................................ 4-12
What Are Accruals? ...................................................................................... 4-13
Wage Profiles ................................................................................................ 4-14
Access Profiles .............................................................................................. 4-15
Logon Profiles ........................................................................................ 4-16
Function Access Profiles ......................................................................... 4-18
Function Access Categories .................................................................... 4-19
Data Access Profiles ................................................................................ 4-21
Display Preferences ....................................................................................... 4-24
Detail Column Sets ................................................................................. 4-25
Roll-up Column Sets .............................................................................. 4-27
Building Workforce Genies .................................................................... 4-30
Building Workforce Genie Profiles ......................................................... 4-33
Creating Custom URLs ........................................................................... 4-34
Building a Display Profile ...................................................................... 4-35
Display Profile: Labor Account .............................................................. 4-36
Display Profile: Timecard ....................................................................... 4-37
Display Profile: Manager Selections ....................................................... 4-38
Site Defined Labels ................................................................................ 4-39
Comments ...................................................................................................... 4-40
Schedule Periods ........................................................................................... 4-41
What is a Labor Level Set? ........................................................................... 4-42
iv Kronos Educational Services

Accessing Labor Level Sets ................................................................... 4-43
Creating Labor Level Sets ....................................................................... 4-44
E-mail Integration vs. Workflow Notification .............................................. 4-46
Workflow Notifications ................................................................................. 4-47
For Managers, Pay Period Based ............................................................ 4-49
Approval, Sign-off, and Payroll Lock ........................................................... 4-51
Summary ....................................................................................................... 4-53
Section 5: Communications Overview

Data Collection Manager ................................................................................ 5-2
DCM System Requirements ............................................................................ 5-3
Summary of System Requirements ........................................................... 5-6
Devices: Communication and Collection Methods ................................... 5-7
Comm PC and Monitor PC ....................................................................... 5-8
Where Do Punches Go? .................................................................................. 5-9
Summary of DCM Basics ....................................................................... 5-10
Data Flow Overview ..................................................................................... 5-11
DCM Connection Components ............................................................... 5-12
Uploading (Collecting) Data ................................................................... 5-13
Uploading (Collecting) Data ................................................................... 5-14
Downloading (Initializing or Updating) Data ......................................... 5-15
Downloading (Initializing or Updating) Data ......................................... 5-16
Summary of Data Flow Overview .......................................................... 5-17
Local and Network Installations ................................................................... 5-18
Local Installation ..................................................................................... 5-18
Network Installation ................................................................................ 5-19
Summary of Local and Network Installations ......................................... 5-20
Advanced Device Manager ........................................................................... 5-21
Terminal Configuration ................................................................................. 5-22
Summary ....................................................................................................... 5-26
Section 6: Hardware and Infrastructure Requirements

Elements of Workforce Timekeeper 4 ............................................................ 6-2
Database Tables and Views ............................................................................ 6-3
Basic Components of a Workforce Timekeeper System ............................... 6-4
Supported Platforms for Workforce Database Server ..................................... 6-9
Workforce Timekeeper 4 Technology Survey ............................................. 6-11
Kronos Connect ............................................................................................ 6-12
Decisions Decisions. . . ................................................................................. 6-14
Summary ....................................................................................................... 6-15
Section 7: Training Options

Workforce Timekeeper 4 Curriculum ............................................................. 7-2
Workforce Timekeeper 4 Pre-Implementation Workshop v

Core Courses ............................................................................................. 7-2
Advanced Courses ..................................................................................... 7-3
Employee Learning Path ................................................................................. 7-4
Supervisor/Department Manager/Admin Assistant Learning Path ................. 7-5
Payroll Supervisor/HR Manager Learning Path .............................................. 7-6
Kronos System Administrator/Configuration Support .................................... 7-7
IS/IT Specialist Learning Path ........................................................................ 7-9
Database Administrator Learning Path ......................................................... 7-10
Help Desk Specialist Learning Path .............................................................. 7-11
Operator Training Needs ............................................................................... 7-12
Kronos Virtual Classroom ............................................................................. 7-13
KVC - Our Office or Yours ..................................................................... 7-14
Quality Training - Guaranteed ...................................................................... 7-15
Education is Key ........................................................................................... 7-16
Traditional Instructor-Led Courses ............................................................... 7-17
Kronos Connect Courses ......................................................................... 7-34
Technology Courses for Workforce Timekeeper 4 ................................. 7-36
Cancellation Policy ....................................................................................... 7-42
Summary ....................................................................................................... 7-43
Section 8: Conclusion
Glossary
Appendix A: Making Decisions About Your Workforce Timekeeper System

Typical Configuration Steps ........................................................................... A-2
Timecards ....................................................................................................... A-4
Workforce Genies ......................................................................................... A-7
Workforce Genie Column Options ............................................................... A-8
Workforce Genie Detail and QuickFind Column Options ....................... A-8
Workforce Genie Roll-up Column Options ............................................. A-9
Schedules ................................................................................................ A-10
HyperFind .................................................................................................... A-11
Reports and Report Setup ............................................................................ A-12
Available Reports ........................................................................................ A-13
Event Manager ............................................................................................ A-14
E-mail/Workflow ........................................................................................ A-15
vi Kronos Educational Services

Facilitator Setup
This course contains the following sections:

! Course Outline
! Who Should Deliver This Workshop - A Checklist
! Day 1 and Day 2 Setup and Materials
! Kdemo Setup Facilitator Instructions
! Day 2 Review Activity
Course Outline 0
Day 1 ! Course Introduction

Course Objectives
! Implementation Overview
! Introduction to Workforce Timekeeper 4
Log on and Navigation
Workforce Genies
Time Entry Methods
Daily and Periodic Tasks
Guided Exercises
! System Setup
Big Picture
Labor Levels
Pay Rules
Accruals
Wage Profiles
Access Profiles
Display Preferences
Comments
Schedule Periods
Labor Level Sets
Workflow Notifications
Approval, Sign-off, and Payroll Lock
Survey Information and Terminology
Day 2 ! Communications Overview

Communications Terminology
Data Collection Manager Components
Flow of Data
Terminal Configuration Options
! Hardware/Infrastructure Requirements
Architecture Overview
Hardware Requirements
Software Requirements
! Training Options
Overview of Workforce Timekeeper 4 Curriculum
Operator Training Needs
Learning Paths
! Question/Answer Session
Open-Ended
viii Kronos Educational Services

Who Should Deliver This Workshop? 0
The Facilitator of this workshop must have a certain skill set to deliver this
workshop and make it a positive learning experience for all participants
involved. A Facilitator can be an Application Consultant, an Application
Engineer, and/or a Project Manager.
Directions Read each question and mark an X in the appropriate box. Be honest in
answering each question. If you can answer Yes to 85-90% of the questions
below, you should be able to effectively conduct this workshop. If you cannot
answer 85-90% of these questions as Yes, then team up with other types of
people in your office to effectively conduct this workshop.
Questions Yes No
I have been working with the WTK Product for a year or more.
I have taken and fully understand the WTK Daily Operations training course.
I have taken and fully understand the WTK Pay Period Operations and Scheduling
courses.
I have taken and fully understand the WTK System Setup and Administration
course.
I have taken and fully understand the WTK DCM course.
I have taken and fully understand the Database Overview and Maintenance course.
I have taken and fully understand the WTK Configuring and Managing Pay Rules
course.
I have taken and fully understand the WTK Advanced Configuration course.
I have taken and fully understand the WTK Installation and Troubleshooting
course.
I have taken and fully understand the WTK Accruals Configuration course.
I have taken and fully understand some of the Technical Support courses for WTK.
I have configured the WTK product for customers.
I have installed the WTK database.
I have installed and configured Timekeeper Terminals.
I am familiar with the WTK Payroll Configuration Survey.
I have knowledge of the technical requirements of WTK.
I have worked on at least half-dozen customer installations of WTK.
I have good presentation skills.
I am comfortable talking in front of a group of people.
I always conduct myself in a professional manner around customers.
Workforce Timekeeper 4 Pre-Implementation Workshop ix

Day 1 and Day 2 Setup and Materials 0
Day 1
PC Setup There should be one PC per participant. The latest version of Workforce
Timekeeper 4 should be loaded on each PC. A backup copy of Kdemo should
be made in each directory prior to the start of the class.
Materials There should be a copy of each Workforce Timekeeper 4 Pre-Implementation

Workshop Participant Guide for each participant. The Facilitator should have
a data projection device set up and connected to a PC or laptop with the
Kdemo software to demonstrate the Daily and Periodic tasks and System
Setup that is covered the first day of the workshop.
The Facilitator should also have access to a flip chart and markers so that
information and questions can be illustrated during the workshop.
Day 2
PC Setup There should be one PC per participant. The latest version of Workforce
Timekeeper 4 should be loaded on each pc. A backup copy of Kdemo should
be made in each directory prior to the start of the class.
Materials The Facilitator should have a data projection device setup and connected to a
PC or laptop with the Workforce Timekeeper 4 Kdemo software and the
Pre-Implementation PowerPoint presentation.
The Facilitator should also have access to a flip chart and markers so
information and questions can be illustrated during the workshop.
Day Two Review Activity
Go to the last page in this section to find the 3-2-1 Review document. Read all
instructions carefully. Use the last slide in the PowerPoint presentation for
this review. It is important that all Facilitators of this course take the time to
do this review with participants in the workshop. The feedback from this
review should be forwarded to the customer's Kronos Project Manager.
*At the end of this workshop, take time with your participants to go through
Appendix A. This is the section that has all the prompt questions that
participants should use to help them make decisions regarding their
implementation of Workforce Timekeeper 4.
x Kronos Educational Services

Kdemo Setup - Facilitator Instructions 0
All classroom preparation steps assume that a Kdemo installation from the
Workforce Timekeeper 4 installation CD has been performed on each training
PC.
After installing the WTK 4 software, detach Kdemo and copy the original
installation Kdemo.MDF and Kdemo.LDF files into a backup folder of your
choice before making any changes to the database for training. The original
files reside in \Kronos\wfc\Kdemo. Once you have backup copies of
Kdemo.MDF and Kdemo.LDF, you are ready to attach Kdemo to the database
and prepare the data for the training class.
Backup Original 1. From the desktop, double-click Stop (Stop Workforce Timekeeper) to
Kdemo Database stop the Workforce Timekeeper system.
Files
2. Detach the Kdemo.MDF training database:
a. Select Start > Programs > Kronos Workforce Timekeeper >
KDemo DB Attach.
b. On the Login screen, leave the password field empty, and click OK.
c. Click Detach. Once the database is successfully detached, click OK;
then click Exit.
3. Copy the master Kdemo.MDF and Kdemo.LDF files to a backup folder.
These master files, installed during the installation process, are located in
the \Kronos\wfc\Kdemo folder.
4. Attach the Kronos training database, Kdemo.MDF:
a. Select Start > Programs > Kronos Workforce Timekeeper >
KDemo DB Attach.
b. On the Login screen, leave the password field empty, and click OK.
c. Click Browse, locate Kdemo.MDF in \Kronos\wfc\Kdemo, and click
Attach.
d. Once the database is successfully attached, click OK; then click Exit.
5. Start the Workforce Timekeeper system:
a. From the desktop, double-click Go (Start Workforce Timekeeper).
b. Open Task Manager and make sure all processes are running.
(Confirm that the Totalizer.exe and produceReport.e files appear in
the Processes tab.)
c. Close Task Manager.
Note
You are copying the master Kdemo.mdf and Kdemo.ldf files to use during
training. These files were installed during the installation process.
Continued on next page ==>
Workforce Timekeeper 4 Pre-Implementation Workshop xi

Additional Set Up Steps for the Pre-Implementation Guided
Exercises
1. Log into Workforce Timekeeper Setup. User Name: psuper; Password:

psuper.
2. Double-click Display Preferences.
3. Go to the Display Profile Building Blocks and select Workforce Genie
Profiles.
4. Edit the IS Profile.
5. Remove all Genies except for the following: IS Summary, QuickFind,
and Schedule Snapshot.
6. Click OK.
7. In Display Preferences, find Custom URLs.
8. Right-click Custom URL and select New.
9. In the Display Label text box, enter: Kronos Customer Site.
10. In the URL text box, enter: http://www.kronos.com/connections.
11. Select the Display on the Navigation Bar check box.
12. Click OK.
13. Expand the Display Profile Building Blocks.
14. Click Custom URL Profiles, right-click and select New.
15. In the Name text box, enter: Kronos Customer Site.
16. On the Navigation Bar tab, highlight the Kronos Customer Site on the
Available URLs side of the screen.
17. Click Add to move it over to the Selected URLs side of the screen.
18. Click OK.
19. Click Display Profiles.
20. Edit the Display Profile for the Payroll Manager.
21. Go to the Manager Selections tab.
22. In the Custom URL Profile area of the screen, use the drop-down list to
select the Kronos Customer Site URL Profile.
23. Click OK.
24. Close Display Preferences.
25. Exit Kronos Workforce Timekeeper Setup.
Note
Once the classroom preparation is complete, stop the Workforce Timekeeper
system, stop the Kronos WTK Background Processor, and detach the Kdemo
database. (See earlier listed steps in Backup Original Kdemo Database
Files.) Make a copy of the modified Kdemo.MDF and Kdemo.LDF files.
Attach the set of modified files to the instructor machine and to each
participant's machine prior to the class.
xii Kronos Educational Services

Changing Session You can change your session time-out length so the please re-logon
Time-out message does not appear during your training session. The Application Server
component that controls this time-out length is JRUN. By default the session
time-out is set to 30 minutes. Also, by default, the Workforce Timekeeper
system provides you with a grace period of 1 minute, which means the
re-logon dialog box appears after 29 minutes.
Follow these steps to change the value in JRUN:
1. From the desktop, double-click Stop (Stop Workforce Timekeeper) to
stop the Workforce Timekeeper system.
2. From the Start menu, select Programs > JRUN 3.1 > JRUN Admin
Server.
3. The JRUN Admin Server dialog box appears. Click Start button for
Administrator.
4. Your Browser launches and displays the login screen. Enter admin in
the username field; enter admin in the password field, and click login.
5. You can close the Quick Start Tour window on top of your browser.
6. Click the plus sign next to JRUN Default Server.
7. Click the plus sign next to Web Applications.
8. Click the plus sign next to WTK.
9. Click Session Settings; select Session Timeout (min.). You will see the
description Max. session idle interval (min).
10. Edit the value in the Input Field to be the number of minutes that you
choose, for example, 180 (3 hours).
11. Click Update to save the setting.
12. Select Logout.
13. Close your browser and start Workforce Timekeeper.
Note
For the instructor-led class, be sure to change the JRUN setting for each
PC in the classroom.
Workforce Timekeeper 4 Pre-Implementation Workshop xiii

Day 2 Review Activity: 3-2-1 Review 0
Opening Activity - 3-2-1 Review

Day 2
Have participants gather into teams of 3 or 4. Place them in different areas of
the room.
Materials: Give out the following items:

! Flip chart paper
! One or two markers
! Tape
Instructions: Go to slide 97 (the last slide) in the PowerPoint presentation and display the
slide on the screen. Ask participants to come up with answers to the following
statements:
! Name three features that you saw yesterday that you would find useful to
implement back at your company or place of work.
! List two questions you have about the new features or set-up options you
saw yesterday.
! Name one thing you are concerned about or would like more information
about regarding the Workforce Timekeeper 4 product.
Give participants no more than 10 minutes to complete the review. Gather the
groups back together. Ask each group to elect someone to speak on behalf of
their group and share what they came up with.
Purpose: This review is a way to analyze the effectiveness of Day 1's presentation of
material. The Facilitator is able to listen to feedback about what the
participants are excited about, find out about any outstanding questions that
were not addressed the previous day, and understand what issues they are
concerned with or would like more information about. This allows you, as the
Facilitator, to focus your presentation on the second day and allow you time to
get participants the information they need to feel good about the product and
what is involved in implementing this system.
xiv Kronos Educational Services

Section 1
Course Introduction
This course contains the following sections:

! Implementation Overview
! Introduction to Workforce Timekeeper 4
! Daily and Periodic Tasks in Workforce Timekeeper 4
! Setting Up Your Workforce Timekeeper 4 System
! Communications Overview
! Hardware and Infrastructure Overview
! Training Options
! Making Decisions About Your Workforce Timekeeper 4 System
! Appendix of Materials
Slide 1
Slide 2
Section 1 Course Introduction
It is recommended that this course be delivered to one customer

at a time. The course is not designed to have different types of
customers in the same class. The discussion topics that arise
throughout the course will not be as useful if there is a mixed
group of people.
It is also recommended that one or two members of the Kronos
implementation team be available to hear the customer
questions that may arise during the course or to answer
questions that are specific to the customers needs. If no one
from the Kronos implementation team can be available during
the workshop, it is recommended that the Facilitator write down
the questions and concerns that arise and give them to the
Kronos project manager so they can be addressed at a later
date.
Slide 3
Slide 4
Slide 5
Slide 6
I: 1-2 Kronos Educational Services

Welcome 2
! Your Name
! Organization and your role in your organizations implementation
! Location
! Current Kronos product knowledge
Course Objectives 2
After completing this two-day workshop, you should be able to:

! Explain the Kronos implementation process.
! Recognize the daily and periodic tasks that users are required to perform.
! Evaluate what Setup options must be configured and maintained.
! Recognize the importance of configuring Labor Levels correctly the first
time.
! Interpret how Workforce Timekeeper 4 is configured to accommodate
pay policies.
! Explain how the Timekeeper Terminals communicate with the Workforce
Timekeeper 4 database.
! Identify the software and hardware requirements of each machine in the
Workforce Timekeeper 4 architecture.
! Understand the learning paths for the Workforce Timekeeper 4
application.
Course Goal 2
! This workshop is intended to prepare members of the customer team to

install and set up Workforce Timekeeper 4. Participants are informed
about the decisions they need to make regarding the look, feel, and
function of WFT 4.
! Learning about the decisions you have to make, before you have to make
them, allows the implementation process to go much more smoothly
.
An educated, prepared customer is a happy customer.
Workforce Timekeeper 4 Pre-Implementation Workshop 1-2


Course Format 3
This course consists of:
Lecture and PowerPoint

presentation
Your Participant Guide
" Guided Exercises
This course consists of the following components:
Lecture The Facilitator presents major concepts and functions available via lecture
and demonstration.
Participant Guide Your Participant Guide contains pages for your notes and contains an
illustration followed by accompanying text.
Practice Exercises The instructor will guide you through practice exercises during this course.

NEW! - Survey
References
Throughout this guide, there are now more references to specific
parts of the Workforce Timekeeper Pay Rule Survey and
Workforce Timekeeper Feature Configuration Survey. These
surveys should have been given to customers by their Project
Manager, but there are also copies included with this guide. The
instructor notes will tell you when to refer to different parts of the
surveys. By going through the surveys alongside the course
content, participants will be better equipped to complete their
surveys. If participants have already completed their surveys,
then these discussions are an opportunity to double-check their
decisions.
You may instruct participants to get their surveys out at this time
(either the one they brought or the ones provided with this guide)
and have them on hand for subsequent discussions. For those
unfamiliar with the surveys, review the general layout and the
type of information found in these documents.
If time allows and you finish the second day of this course early,
it is suggested that you take advantage of the time and have the
customers Application Consultant or Project Manager spend
time helping the customer fill out their surveys.
Stress that the Pay Rule Survey covers straightforward rules. It

does not cover complicated pay situations. For example, if it is
the 3rd holiday of the month, you have an 11 p.m. day divide, the
employee worked their 7th consecutive shift on a Sunday that
just happened to cross the day divide, and so on. Complicated or
unusual pay situations should be discussed with the Application
Consultant and documented so they can be tested before
programming a production database.

Pay Rule and Feature Configuration Surveys 4
The Workforce Timekeeper Pay Rule Survey is used to document your rules
and policies for time and labor management. Kronos Professional Services
uses this document to customize Workforce Timekeeper for your
organization's needs. It is important that you fill out the form as completely as
possible. If there is a section or question that you do not understand, please
contact your project manager.
It is possible that this survey does not include every possible pay situation
your organization has implemented. This is why it is important to discuss with
your project manager and application consultant any complicated pay
policies. Your application consultant may need time to test your Pay Rules to
ensure that your employees' time is calculated accurately.
To help you interpret and complete your Workforce Timekeeper Pay Rule
Survey, this guide includes a glossary of terms. The glossary defines the
configuration terminology used in Workforce Timekeeper.
The Workforce Timekeeper Feature Configuration Survey is another type of
survey used to document the setup options you wish to have configured.
Kronos Professional Services will use this document to set up Function
Access Profiles, Workforce Genies, and much more. It is important that you
fill out the form as completely as possible. If there is a section or question that
you do not understand, please contact your project manager.
It is possible that this survey does not include every possible setup option
your organization may want or need implemented. This is why it is important
to discuss with your project manager and application consultant any setup
concerns that may not be addressed through this survey.
You will find both of these surveys included with this guide. Your Kronos
project manager should also have copies of these surveys readily available for
you.

Inform participants that the following pages define some

terminology they will encounter as they review their Pay Rule
Survey and Feature Configuration Survey. It is not necessary to
spend time going over these terms in class; this list is for their
reference while completing their surveys.

Configuration Terminology 5
The following definitions will assist you as you complete your Pay Rule
Survey and Feature Configuration Survey.
Term Definition
Bonus An amount of time or money that is awarded to the
employee under certain circumstances.
Break An amount of time that an employee is off the
clock for a meal and/or break.
Callback The time in which the employee has been called
back into work. The employee usually earns a
higher rate of pay for being called back.
Call-in Defines rules for how on-call and callback hours
accrue.
Change Point A value of time that specifies when the rounding
rules should change for one type of punch.
Combined Pay Code A category that sums the time and/or money an
employee may earn in multiple pay codes.
Consecutive Day Worked A type of zone where employees may earn a special
Overtime rate of pay for working a number of days in a row
or total number of days in a week.
Daily Shift Differential A type of zone where employees may earn a special
rate of pay for working between certain times of the
day.
Deduction An amount of time that is automatically deducted
from an employee's shift. Typically used when
employees do not punch out for a meal or break.
Exceptions A deviation from the normal work pattern.
Examples are when employees work outside their
assigned schedule.
Fixed Rule A rule that contains the defined pay period and
where an employee's hours will belong for a
particular group of employees.
Grace A value that determines to which increment a
punch should round. The grace value must be less
than the round.
Holiday Defines a special day in which employees can be
paid for not working or receive special pay for
working that defined day.


Term Definition
Labor Entry The individual selections at a specific Labor Level.
Employees are assigned to Labor entries.
Labor Level Hierarchical categories that define a companys
organizational structure.
Majority Used to determine which zone to apply when
employees qualify for more than one zone. The
zone hour type with the most hours is applied to the
entire shift.
On-Call The time in which the employee is waiting to be
called into work. The employee usually earns a
lower rate of pay for being on-call.
Overtime Employees may earn a special rate of pay when
they work more than a certain number of hours in a
day, week, or pay period.
Overtime Combination Used to determine which rule to use when more
than one overtime is applicable.
Overtime Days A type of zone where employees may earn a special
rate of pay for working on a specific day.
Pay Code A category that holds time or money an employee
may earn.
Pay Code Distribution A table type of display that determines into which
pay code an hour type will be paid.
Pay From Schedule Pay from schedule allows you to pre-populate
employee timecards with punches, scheduled pay
code edits, or duration amounts based on their
schedule.
Pay Period The time period in which employee time is
calculated. Examples are Weekly, Bi-weekly, and
Semi-monthly.
Pay Rule A rule assigned to an employee or group of
employees that determines how their time and
attendance data will be interpreted by the system.
Round A unit of measure that divides the hour into even
increments.
Schedule Deviation Employees may earn a special rate of pay when
they work before or after their scheduled times.
They may also earn a special rate for shifts that are
unscheduled.


Term Definition
Sequencer Used to determine how hour types are processed by
the system.
Shift Guarantee Used to create or change amounts of time that
employees earn even if they actually work less
time.
Timekeeper Terminal Used to determine how an employees punches link
Rule to shifts and whether they are restricted from
punching at the Timekeeper Terminals
Weekend Differential A type of zone where employees may earn a special
rate of pay for working between certain times of the
day and days of the week.
Work Rule The rules by which an employee's worked time will
be calculated.
Zone A defined span of time in which employees may
earn a special rate of pay.
Zone Combination Used to determine which rule to use when more
than one zone is applicable.


Section 2
Implementation Overview
After completing this section, you should be able to:

! Explain the phases of a Workforce Timekeeper implementation.
! Discuss the Kronos project management work flow.
! Identify customer and Kronos resources and business requirements
needed for the implementation.
! Identify keys to a successful implementation.
1
Slide 7
Slide 8
Section 2 Implementation Overview
This section takes approximately 20 minutes to complete.
Purpose This section provides an overview of the Kronos implementation

process and project management work flow. This allows
participants to see how this Pre-Implementation Workshop fits
into the overall scheme, as well as what to expect during
different phases of their implementation.
Setup The Facilitator should have the current version of Workforce

Timekeeper 4 loaded on training PCs. Each PC should have
the Kdemo database loaded with some test data available.
(There should be one PC per participant in this workshop.)
Facilitator Review the phases, project work flow, and resources used for a
Instructions standard Workforce Timekeeper implementation.
Note
Remember that this section discusses a typical Kronos
implementation. Individual management styles, project
management philosophies, and specific customer needs
will vary. This is especially true of the timeframes listed as
examples.
Slide 9

Phases of an Implementation 2
Your implementation is broken down into distinct phases and processes, as

shown in the illustration below. Your Kronos Project Manager drives the
overall process to ensure continuity and consistency. Following is an
overview of the phases of a typical Kronos Workforce Timekeeper
implementation. Please remember that every implementation is different. As
such, individual management styles, project management philosophies, and
your specific needs will all be taken into account during this process.
Project Management
Planning and Site System Implementation

Configuration Support
Assessment Preparation Certification
Planning and Assessment 2
! Activities:
Pre-planning Calls
Planning Meeting
Configuration requirements
Interface requirements
Pre-Implementation Workshop
! Timeframe:
Three to four weeks
! Deliverables:
Project Plan
Project Charter
Training Plan
Configuration Summary
Milestone #1 signoff
The Pre-Implementation Workshop takes place during this phase.

Database conversion may be a part of the configuration stage.

The System Certification activities are based on a test database.
Some of the the questions asked during this phase are:
! Are punches coming into Timecards correctly
! Are hours being totaled correctly
! Are Data Access Profiles and Function Acccess Profiles
being applied correctly?

Site Preparation 3
! Activities:
Technical Readiness Conference Call
Onsite hardware installation
Onsite software installation
! Timeframe:
One to two weeks
! Deliverables:
WFC Installed
Connect Installed
Configuration 3
! Activities:
Complete Workforce configuration
Create and install interfaces
Configure new Workforce features
! Timeframe:
Three to four weeks
Ten to 12 weeks for customization
! Deliverables:
Configured database
Interfaces installed
Environment ready for System Certification
System Certification 3
! Activities:
Validate timecards
Validate user accounts
Validate interfaces
! Timeframe:
Three to four weeks
! Deliverables:
Requirements and specifications complete for production
environment
Milestone #2 signoff


Rollout and Implementation Support 4
! Activities:
Parallel Test
Finalize rollout plan
Finalize issues
Confirm knowledge transfer
! Timeframe:
Parallel: one pay period
Prep: two to three weeks
Activation: two pay periods
! Deliverables:
End-user training
Rollout plan
Communication plan
Turnover to Kronos Global Support

Note
On step 3, if the installation is on an Oracle database, then
the Technical Consultant performs the technical readiness
review and installs the application. If the customer is using
SQL Server, then the Application Consultant will handle the
entire installation.
Slide 10

Project Management Process 5
As a Kronos customer, your Kronos Project Manager will be your primary

point of contact and will guide your implementation process. The better you
understand how this process flows, the better equipped you will be to ask the
right questions about your implementation. The following flowchart details
this process.
Pay Rule and

Planning Pay Rules/Interface Technical
Start Interface
Meeting Surveys Readiness
Configuration
System Install/Configure Confirm

Certification M1*
Software Site Prep
Pilot/Parallel Transition
M2* to
System KGS
Modification
* M1: Milestone 1
(Milestones indicate sign-off points)
End
* M2: Milestone 2
1. The Kronos Project Manager conducts a Planning Meeting. The

Pre-Implementation Workshop takes place.
2. The Kronos Application Consultant completes a review of your Pay Rule
Survey, Feature Configuration Survey, and Interface Survey.
3. The Kronos Technical Consultant conducts a Technical Review
Conference Call to establish Technical Readiness. (Signoff on Milestone
1 occurs.)
4. The Kronos Technical Consultant confirms site preparedness.
5. The Kronos Technical Consultant installs Workforce Timekeeper and the
Kronos Application Consultant configures it according to the Pay Rule
Survey.
6. The Project Team validates timecards, user accounts, and interfaces for
System Certification. (Signoff on Milestone 2 occurs.)
7. The Project Team conducts parallel tests, finalizes issues, and makes any
system modifications.
8. The implementation is turned over to Kronos Global Support for ongoing
support.

Slide 11
Slide 12
Slide 13

Project Resource Requirements 6
Your implementation team is comprised of personnel with well-defined roles

and focused responsibilities. This ensures that your implementation receives
responsive, personalized attention. Following are the key players and their
responsibilities.
Customer Following is a typical list of resources from your organization.

Resources ! Management Leadership (Executive Sponsor)
! Project Lead
! HRIS Resource
! Benefit Resource
! Payroll Resource
! IT Resources
Network Administrator
DBA
Desktop Support
Kronos Resources Project Manager:

! Central point of contact for communication
! Develop and communicate project plan
! Develop milestone chart
! Identify deliverables
! Assign responsibilities
! Schedule team resources
! Participate in customer meetings
Kronos Resources: Application Consultant
! Complete a review of Surveys

! Convey Workforce Timekeeper design considerations
! Guide project team through implementation
! Configure Workforce Timekeeper (and Connect interface)
! Direct transition to production and onsite support
! Maintain communications

Slide 14
Slide 15

Kronos Resources: Technical Consultant
! Conduct Technical Review Conference Call

! Complete System Readiness Review
! Install Workforce Timekeeper application
! Assist with design of Connect Interfaces
! DBA Resource for clients
Kronos Resources: Certified Instructors
! Deliver user application training (Department Manager, Daily

Operations, Pay Period Operations, Scheduling)
! Deliver System Administration training
! Deliver Configuration training
! Provide Education Consulting
! Provide Customization Services

Slide 16

Keys to a Successful Implementation 8
! Understanding your business objectives

! Defining roles and responsibilities
! Assuming ownership of the project
! Completing project milestones on time
! Open communications
! Application training
! Teamwork!

Slide 17

Summary 9
You should now be able to:

! Explain the phases of a Workforce Timekeeper implementation.
! Discuss the Kronos project management work flow.
! Identify customer and Kronos resources and business requirements
needed for the implementation.
! Identify keys to a successful implementation.


Section 3
Introduction to Workforce
Timekeeper 4

! Identify the components of the Workforce Timekeeper application.
! Recognize the purpose of Workforce Genies.
! Recall the three time entry methods available in Workforce Timekeeper.
! Perform daily and weekly tasks for different types of people.
1
Slide 18
Slide 19
Section 3 Introduction to Workforce Timekeeper 4
This section takes approximately 2 hours to complete.
Purpose This section introduces participants to look and feel of the

Workforce Timekeeper 4 software.
Setup The Facilitator should have the current version of Workforce

Timekeeper 4 loaded on training PCs. Each PC should have the
Kdemo database loaded with some test data available. (There
should be one PC per participant in this workshop.)
Facilitator As you introduce the log on screen, Workforce Genies, and

Instructions time entry methods in this section, you can have participants log
into Workforce Timekeeper 4 with User Name: psuper; and
Password: psuper (all lowercase). Have participants follow along
with your presentation.
Slide 20

Log On Screen 2
Workforce Workforce Timekeeper version 4 uses portal-based technology. Users access

Timekeeper Version the software through a Uniform Resource Locator (URL) given to them by
4 their System Administrators.
User Name User names are given to employees, managers, and administrators who need
to access Workforce Timekeeper to perform various functions. The user name
is not necessarily case sensitive. Check with your System Administrator for
more information about your username.
Password The Password field on the Log On screen is linked with your user name.
Passwords are always case sensitive. Check with your System Administrator
for more information about your password.

NEW! - Menus In 4.3, the menu structure has changed from flat menus to
drop-down menus.
Slide 21

Parts of the Workforce Timekeeper Application 3
Header Launch Buttons
Navigation
Workspace
Bar
Areas There are 4 main areas of the Workforce Timekeeper browser. These areas
include the navigation bar, workspace, header, and launch buttons.
Navigation Bar The Navigation Bar is one of many ways to move within the browser. The
navigation bar can be customized for each user or type of user in the system.
Depending on the access rights of the user, you may see some or all of the
following options on the navigation bar: My Genies, My Timecard, Group
Edit Results, Reports, Setup, System Configuration, Help, and My Links.
Workspace The workspace changes based on the portion of the application you have
accessed. For example, the workspace may display an employee's timecard, a
report and its options, summary of employee information, (Workforce Genies
), and so on.
Header The header appears at the top of the browser, just below the browser toolbar
buttons. Depending on the area of the application you have accessed, the
header might contain a Show drop-down list that displays a selected
HyperFind, a Time Period drop-down list that allows you to choose a time
period to view, menus, and launch buttons.
Launch Buttons Launch buttons appear in the header area of the browser and allow you access
different parts of the application. For example, you could highlight one or
more employees from within a Workforce Genie and click the Timecard
launch button. This places you directly into the selected employees
timecards.

Workforce A Workforce Genie is a configurable tool for automating user

GenieTM tasks. It is configured to show a summary of key employee or
labor level roll-up information and connects the user to the
Workforce Timekeeper Editors. (glossary definition)
Refer participants to the Workforce Genies section of the

Feature Configuration Survey as you discuss this topic.
Slide 22
Slide 23
Slide 24
Slide 25

What Are Workforce Genies? 4
Workforce Genies are powerful tools that present managers with instant
feedback on critical time, labor, and schedule data. Workforce Genies are the
starting point for the Workforce Timekeeper manager. They represent
customized, specialized views of employee time, labor and schedule data.
In general, Workforce Genies address three main areas:
! Who? - a specific set of employees
! What? - information about the employees for the selected time period
! When? - a specific time period
Using Workforce Genies, you can see at a glance summary information
such as hours, exceptions, and schedules for only your employees. You can
perform a group edit on all of your employees, or a specific group of your
employees. You can also focus on one particular employee to view or edit
more detailed information about that employee.
Key Benefits of Some of the benefits that Workforce Genies provide are:
Genies ! Companies can tailor specific views for each manager reflecting their
role, responsibilities and decision needs.
! Managers get at-a-glance views to quickly identify exceptions, hours
worked, and employee attendance.
! Managers can streamline and simplify daily, weekly, and pay period
tasks, eliminating unnecessary steps.
! A home base for easy navigation through the Workforce Timekeeper
system.
! A direct route to the data in question by way of drill-down options.
! An easy way to select an employee group and perform a group edit.
Types of Workforce There are six types of Workforce Genies. These Genies can be customized for
Genie your company and/or individual supervisors and managers.
! Detail Genie - Employee driven information
! Roll-up Genie - Labor Account driven information
! QuickFind Genie - Employee search tool
! Schedule Planner Genie - Timeline view of schedules
! Schedule Snapshot Genie - Graphic view of schedules
! Schedule Outline Genie - Text-based view of schedules

Who is the target audience for a detail Genie?
Slide 26

Detail Genie 5
Detail Genie This is an example of a Detail Genie. Detail Genies are characterized by
displaying information by individual employee. This allows you to make
decisions about what actions need to be performed on behalf of that employee
or group of employees.
Detail Genie Genie Column options and labels are completely customizable. You decide
Columns what column to display in this type of Genie, as well as the column labels and
sort order of the columns.
Example In this example Pay Period Close Genie, we have each employee listed
alphabetically. We can tell at a quick glance that Julie Adams has a missed
punch, and Edna Evans and Pat George have Unexcused Absences. We can
see how many managers have approved the employees' timecards. Lastly, we
get a glance at the hours worked by each employee.

6
Take the time to explain the way that information is totaled and
displayed in a roll-up Genie. This is a VERY important concept.
Check for understanding before moving onto the next topic in
this section.
Total hours displayed in each row of a roll-up Genie are totaled
by number of employees whose home account is displayed in
this Genie. The total hours are also summed by the lowest labor
level that displays in the Genie. For example, you see a total of
20 people in account 201/301 and you see a total of 317:00
Regular hours. This total is again by employees whose home
account is 201/301 and does not account for hours transferred
into this account by other non-home employees. On another
note the 317:00 total Regular hours are totaled by the
Department labor level.
Who is the target audience for a roll-up Genie?
What labor levels would you most likely want to roll-up total
information by?
Slide 27

Roll-up Genie 6
Roll-up Genies Roll-up Genies are characterized by display of information by labor account.
This type of Genie is helpful to Payroll Managers and Supervisors to
summarize information about various levels of an organization. When you
access a roll-up Genie, the only available launch button is Reports.
Roll-up Column Genie column options and labels are completely customizable. You decide
Options what column to display in this type of Genie, as well as the column labels, and
Example In this example, information is summarized by labor levels 2 and 3, location

and department. We can see the total number of employees who are in each
home account, as well as information regarding the approval status, sign off
status, and total hours.
Special Information Totals displayed in a roll-up Genie are by employees who are assigned to the
about Roll-up displayed home account. For example, you see a total of 20 people in account
Information 201/301 and you see a total of 317:00 Regular hours. This total is again by
employees whose home account is 201/301 and does not account for hours
transferred into this account by other non-home employees. On another note,
the 317:00 total Regular hours are totaled by the Department labor level.
Another way to look at this is that the totals are summed by the lowest labor
level displaying in this Genie.

Note
To search by first names in a QuickFind Genie, use the
following syntax: *,_J*.
Slide 28

QuickFind Genie 7
QuickFind Genie A QuickFind Genie is a type of Detail Genie. The purpose of a QuickFind
Genie is to use this as an interrupt driven tool. When you are interrupted from
editing or running reports, you can jump to a QuickFind Genie and gather the
information requested about a specific employee or group of employees. The
difference between a Detail Genie and a QuickFind Genie is that a QuickFind
Genie displays only a few column options and you can only search by
employee name or ID.
QuickFind Column Genie column options and labels are completely customizable. You decide
Options what column to display in this type of Genie, as well as the column labels and
Example For example, the Payroll Manager was finishing up some final reports for the
end of the quarter when a supervisor called and asked if John C. Smith had
enough vacation time to take a week off. She navigates away from reports and
selects QuickFind. She type S* in the Name or ID text box and clicks Find.
She can quickly locate John C. Smith, highlight his name, and run a report on
his accrual balance for vacation. Once finished, she would simply click the
Back button on the browser toolbar and go back to finishing her reports.

Note
Schedule Planner is not a spreadsheet. You cannot
rearrange columns or perform spreadsheet functions in this
Genie.
Total Column The Total column contains the sum of the hours for which each
employee is scheduled during the selected time period. For
performance reasons, this is a simple sum (no totalization) that
appears on screen but is not stored in the database. For
example:
! Jean Johnson is scheduled to work Monday-Friday,
9:00a.m.-6:00p.m. with a 60-minute automatic meal
deduction. Her Total is 90 hours for the range of dates
shown, rather than 80 (totalized) hours.
! Gary Sullivan is scheduled to work the same schedule with a
30-minute automatic meal deduction. His Total is also 90
hours for the range of dates shown, rather than 85 (totalized)
hours.
Unlike automatic meal deductions that are configured in the work
rules, scheduled breaks have no effect on timecard totals.
However, scheduled breaks are deducted from the Totals in
Schedule Planner. Normally, organizations configure automatic
meal deductions rather then scheduling breaks.
Note
Accrual Amount Accrual Amounts are covered in the Workforce 4 Accruals
Menu Configuration course.
Refer participants to the Schedule Periods section of the Feature

Configuration Survey as you discuss this topic.
Slide 29

Schedule Planner 8
Schedule Planner is a timeline view of employee schedules and is the primary

working area for building and maintaining schedules. Schedule Planner
provides in cell editing so you can add and edit shifts, and access schedule
tools and functions from the menus. To access Schedule Planner, select My
Genies > Schedule Planner from the navigation bar.
Schedule Planner The first column in Schedule Planner is an alphabetical list of individuals and
Columns groups. The column heading contains dates for the selected time period. Each
cell represents one day. Cells can contain shift start and end times and pay
codes.
The Total column contains the sum of the hours for which each employee is
scheduled. At the end of the Total column is the sum of all scheduled hours,
and the total number of employees for the selected time period. The last two
rows contain the total hours and total number of employees scheduled for
each day the time period.
Example In this example, you can see that Roger Capparelli is scheduled for 34 hours
in this time period. There are a total of 39 people loaded in the Schedule
Planner. Ginger Baker is scheduled to be out for Jury Duty. We also see the
people assigned to the Day Office schedule group.

Total Column Like the Schedule Planner Genie, the Total column for the
Schedule Snapshot Genie contains the sum of the hours for
which each employee is scheduled during the selected time
period. For performance reasons, this is a simple sum (no
totalization) that appears on screen but is not stored in the
database.
Day Divide Shifts the cross the day divide display as such in the Schedule
Snapshot.
Colors To view the color key from Schedule Snapshot, click the Help
button to display context-sensitive help on Schedule Snapshot,
then click either the bar colors link, or the What the colors
mean link.
From any other Workforce component, click the Help button and
in the Contents window (seen in this slide), select WTK Help >
Scheduler > Schedule Genies > What the Snapshot colors
mean.
Note
System color settings may affect the look of shifts in the
Schedule Snapshot Genie.
NEW! 4.3 Schedule Snapshot colors differ slightly from the colors in
previous versions of the product.
Slide 30

Schedule Snapshot 9
Schedule Snapshot displays the same information as Schedule Planner, but in

a graphical format. Each colored bar represents a shift or pay code. For
example, recurring shifts are blue and pay codes are yellow.
You can perform all scheduling tasks in Schedule Snapshot that you can
perform in Schedule Planner, except in-cell editing. To access Schedule
Snapshot, select My Genies > Schedule Snapshot from the navigation bar.
Schedule Snapshot The column options within the Schedule Snapshot Genie are fixed. You
Columns cannot customize this Genie. You always see employees not assigned to a
group at the top of the Genie, then schedule groups and the employees who
are assigned to each group below. The vertical total column displays a simple
sum of the number of hours each employee is scheduled for the time period
you are currently viewing. The horizontal total columns at the bottom of the
workspace display total number of employees loaded in the Schedule Planner,
total hours scheduled for the schedule period, as well as for each day.
Example In this example, you can see the information displays in a way the allows you
to analyze the coverage you have for a particular day. The yellow bars on
Ginger Baker indicate a scheduled pay code edit. The blue bars indicate a
recurring shift. To display shift start and end times or pay codes in a tooltip,
hold the cursor over a colored bar.

10
NEW! For v4.3, Schedule Outline has a new format that displays the
schedule by employee, rather than group. This new view
enables you to see how employees are moving through group
assignments. The following are new Schedule Outline columns:
! The Schedule Name column contains shift labels, pattern
names, and group names.
! The Type column indicates whether the employee is
scheduled for a shift, pattern, group pattern, or pay code.
! The Start Date and End Date columns identify the dates to
which the shifts, patterns, and pay codes apply.
! The Details column displays additional information about the
shifts, patterns, and pay codes.
NEW! You can now view one employees Schedule Outline.
Slide 31

Schedule Outline 10
Schedule Outline provides a summary of the employees scheduled shifts,

patterns, pay codes, and group assignments for the selected time period.
Schedules appear in order of most recent to oldest. To access Schedule
Outline, select My Genies > Schedule Outline from the navigation bar.
You cannot perform in cell editing in the Schedule Outline. But, you can use
the menu options to add, edit, or delete a shift, pattern, or pay code.
Individual Schedule
Outline
To view the Schedule Outline of a single employee, select the employee in

Schedule Planner or Schedule Snapshot and select My Genies > Schedule
Outline (or, right-click the employee and select Schedule Outline)..

11
Slide 32
Slide 33

Time Entry Formats 11
Time Entry Formats There are three time entry formats available in Workforce Timekeeper. They
are Time Stamp, Hourly, and Project.
The time entry assignment is made in the employee's record.
There are two timecard formats. They are:
! Hourly Timecard
! Project Timecard.
The manager views the timecard format of the employee. Where appropriate,
features, functions, and displays work the same in both the Hourly and Project
timecards.
Time Stamp Time This time entry method is assigned to employees who log their time using the
Entry Web browser. Time Stamp employees can also be assigned an hourly view
timecard. There are access controls that can be configured to determine what
the employee can do and see in this timecard.
Hourly Time Entry This time entry method is assigned to employees who enter punches or pay
code edits into their timecard. There are access controls to determine if the
manager or the employee can perform these or other functions. The employee
could also be an employee who enters their time by swiping at the
Timekeeper Terminals, but can view their timecard using the browser.
Project Time Entry This time entry method is assigned to employees who enter the amount of
hours that they work each day, not necessarily what time they come in and
out. This is known as entering duration amounts. This time entry method is
also used to track the number of hours worked on a particular project or in a
cost center.
Other Time Entry In addition to the web interface, Workforce Timekeeper supports the
Options following time entry devices: telephones (Teletime); Timekeeper terminals,
including hand-held scanners and the new 4500 terminal; Personal Digital
Assistants (MobileTime); and TouchID, which is a new biometric option for
the 4500 terminal. Some of these time entry methods and the concept of how
they communicate with the Workforce Timekeeper database is covered later
in this course.

12
Slide 34

Time Stamp Workspace 12
Time Stamp In the Time Stamp workspace, the employee has the ability to perform a few
Workspace functions depending on their access rights. For the employee to simply
clock themselves in, they would click the Time Stamp button. This action
will stamp the employee in or out for the day, by capturing the database server
time. The PC time is not used.
Timestamp Options One option the employee may have access to within the Time Stamp
workspace is to perform a labor account or work rule transfer. To perform a
transfer, click the drop-down list and search for the appropriate labor entry or
work rule. The other option may be to cancel a meal deduction for the day. If
the employee has worked through their meal, they can select Cancel all meal
deductions check box and click the Time Stamp button.
Again these are just options available to Time Stamp employees. The
customer implementation team makes decisions as to each employee's access
rights.
Log me off after The Log me off after stamping is a check box that can be placed on this Time
stamping Stamp workspace. It is controlled by an option set in System Settings. If this
option appears and the box is checked, once the employee clicks the Time
Stamp button they automatically are logged out of Workforce Timekeeper.

13
Slide 35

Hourly Timecards 13
Hourly Timecard The hourly time entry method is also the hourly timecard. They are one and
Workspace the same. This time entry method, or timecard format, allows managers and
employees to perform various functions based on their access rights. The
hourly timecard displays in and out punches, transfers, pay code edits, and
duration amounts. Hours worked or charged during the pay period display in
the timecard grid and on the Totals & Schedules tab.
Pre-population of Workforce Timekeeper now supports pre-population of employee timecards.

Hourly Timecards This option is configured within the employee's assigned pay rule. When this
option is selected, the employees timecard is populated with in and out
punches that come from the employee's scheduled start and stop times.
Scheduled pay code edits are also populated into the employee's timecard.
This option is called Pay from Schedule. We use this method for employees
who report their time on an exception basis only.

14
Note
In version 4.2 of Workforce Timekeeper, a feature was
added to carry over labor account transfers made in a
project timecard from one pay period to another.
Slide 36

Project Timecards 14
Project Timecard The project time entry method is also the project timecard. They are one and
Workspace the same. This time entry method, or timecard format, allows managers and
employees to perform various functions based on their access rights. The
project timecard displays duration amounts instead of in and out punches,
transfers, and pay code edits. Hours worked or charged during the pay period
display in the timecard grid and on the Totals & Schedules tab.
Pre-population of Workforce Timekeeper now supports pre-population of employee timecards.

Project Timecards This option is configured within the employee's assigned pay rule. When this
option is selected, the employee's timecard is populated with duration amount
based on the employee's scheduled start and stop times. Scheduled pay code
edits are also populated into the employee's timecard. This option is called
Pay from Schedule. We use this method for employees who report their time
on an exception basis only.
In version 4.2 of Workforce Timekeeper a feature was added to carryover
labor account transfers made in a project timecard from one pay period to
another. The primary use case is for employees who typically track their time
for multiple projects (labor accounts). They routinely work multiple projects
in a single day or a project that takes place over many pay periods. These
professional users will likely enter amounts worked by project not just at the
end of the pay period, but more frequently through-out the period, sometimes
every day. As a result, they don't want labor accounts to disappear from the
timecard if no time has been entered, yet they most likely will enter amounts
for all the displayed transfer accounts at a later time or in a future pay period.

15
Slide 37

Daily and Periodic Tasks 15
There are tasks that need to be performed in Workforce Timekeeper on both a

daily and periodic basis. Depending on the type of employee or manager you
are, you may have both types of tasks to perform.
Who? Employees, Managers, Supervisors, and Administrators have different

responsibilities within Workforce Timekeeper. Who you are determines what
functions or operations you need to perform.
What? Who you are determines what you can do within Workforce Timekeeper. For
example, if you are an employee, you may be responsible for entering and
approving your time. If you are a manager, you may be responsible for editing
and approving employees' time. If you are a supervisor or administrator, you
may be responsible for group sign off and system maintenance.
When? Again, who you are determines what you can do within Workforce
Timekeeper and when you need to perform these tasks. Time may need to be
entered on a daily basis. Timecard approvals and sign-off need to be
completed on a pay period basis. Creation and maintenance of HyperFind and
Schedules may need to be performed periodically.
How Often? Depending on your role, you may need to perform some tasks more regularly
than others. There are tools within Workforce Timekeeper to help you analyze
information quickly so that tasks can be performed more efficiently.

16
Depending on what an organization decides, employees can

have some, all, or none of the tasks described on this slide. It is
possible to also have employees in Workforce Timekeeper who
just swipe at the Timekeeper terminals.
Mention to participants that a multimedia employee tutorial is

available with Workforce Timekeeper 4. This is discussed in
more detail in the Training Options section.
Slide 38

Employee Tasks 16
! Enter Worked time on a daily or pay period basis.

! Enter Leave time for current or future pay periods.
! Approve Timecard each pay period.
! Run reports on their worked time and leave balances.
Employee If there are employees who are designated as self-service employees in

Self-Service Workforce Timekeeper, they will have both some daily and periodic tasks to
perform.
Employees may need to enter their worked time on a daily or periodic basis.
They may use the Timestamp, Hourly, or Project time entry methods.
Employees may have the ability to enter their own leave time. This is usually
done on a periodic basis. They may use the Hourly or Project time entry
methods to accomplish this task.
Employees may also be required to approve their own timecards each pay
period. They may use the Hourly or Project time entry methods to accomplish
this task.
Finally, employees may often wish to run a report on their worked time, leave
time, or schedule. Self-service employees can be given access to My Reports.
This allows employees access to information about their time or schedules.

17
Depending on what an organization decides, department

managers can have some, all, or none of the tasks described on
this slide.
Slide 39

Department Manager Tasks 17
! Edit employee Timecards.

! Edit Schedule Information.
! Approve/Sign Off Timecards each pay period.
! Run Reports on worked time, leave balances, or department productivity.
! Enter own Worked time and Leave time.
Department Department managers may be responsible for editing their employees'

Managers timecards during a pay period.
Department managers may also be responsible for creating and maintaining
employee schedules for those who report to them directly. This may be done
on a daily or periodic basis.
Each pay period, these types of managers may be responsible for approving
the timecards of the employees who report directly to them. They may even
be given the privilege of performing a sign-off each pay period.
Department managers need to have access to reports. These reports may need
to be accessed on a daily or periodic basis depending on the type of report and
the needs of the manager. Managers can be given access to schedule reports to
run ahead of time, so that this task does not interfere with other daily
activities.
Finally, department managers may need to enter their own time. They may
use the Timestamp, Hourly, or Project time entry methods. Managers may
have the ability to enter their own leave time. This is usually done on a
periodic basis. They may use the Hourly or Project time entry methods to
accomplish this task.

18
Depending on what an organization decides, high-level

supervisors can have some, all, or none of the tasks described
on this slide.
Slide 40

High-level Supervisor Tasks 18
! Review/edit employee Timecards.

! Review/Edit Schedule Information.
! Run Reports on worked time, leave balances, or efficiency and
productivity.
! Schedule Events to run.
! E-mail employees information.
! Create HyperFind Queries.
High-Level Higher level supervisors may not be directly responsible for editing employee
Supervisors timecards; however, they may want to periodically review the time worked by
the employees who work for them. Higher level supervisors may have the
department managers report to them directly.
These types of supervisors may not actually edit schedules, but may want to
review the schedules of those who work in their department or area. They may
also approve timecards.
Often supervisors are interested in productivity and efficiency information
about their employees. Therefore, they need access to reports and may have
the ability to schedule their reports to run automatically.
Other types of tasks that supervisors may do in Workforce Timekeeper
includes using HyperFind to extract information from the database about their
employees. They may also need to use the e-mail notification options to push
information out to their department level managers or receive information
about their employees.
Finally, supervisors may need to enter their own time. They may use the
Timestamp, Hourly, or Project time entry methods. Managers may have the
ability to enter their own leave time. This is usually done on a periodic basis.
They may use the Hourly or Project time entry methods to accomplish this
task.

19
Depending on what an organization decides, payroll/HR

supervisors can have some, all, or none of the tasks described
on this slide.
Slide 41

Payroll/HR Supervisor Tasks 19
! Review/edit employee Timecards.

! Review Schedule Information.
! Run Reports on worked time, leave balances, or efficiency and
productivity.
! E-mail employees or managers information.
! Maintain People Data.
! Answer questions from employees or managers.
Payroll or Human Payroll and Human Resources Supervisors may have the most responsibility
Resources when it comes to using Workforce Timekeeper. They perform tasks that both
Supervisors the department manager and higher-level supervisors may perform.
Payroll and Human Resources may perform final edit to employee timecards
before a sign-off or payroll lock is done. They may edit or review schedules to
ensure the information is accurate.
These supervisors run many different kinds of system reports. They may need
to schedule the reports to run automatically, but may also need to set up the
Event Manager to run other tasks like Imports.
Payroll and Human Resources may create the HyperFind queries to extract
specific information about employee time and labor from Workforce
Timekeeper. Since these types of supervisors have access to a lot of
information other employees, managers, and supervisors may not, they may
routinely be asked questions about employee information. Therefore, they
will need quick access to the information to update and maintain people's
records.
They may also need to use the e-mail notification options to push information
out to their employees, managers, and supervisors, or receive information
about their employees.
Finally, Payroll and Human Resources supervisors may need to enter their
own time. They may use the Timestamp, Hourly, or Project time entry
methods. Managers may have the ability to enter their own leave time. This is
usually done on a periodic basis. They may use the Hourly or Project time
entry methods to accomplish this task.

20
Depending on what an organization decides, IS/Kronos

Administrators can have some, all, or none of the tasks
described on this slide.
Slide 42

Information Systems or Kronos Administrator Tasks 20

! Create Display Profiles and Access Profiles.
! E-mail supervisors information.
! Keep track of Db backups and maintain log files.
! Run Imports.
! Run Reports on efficiency, productivity, system administration options.
Information Information System Administrators or Kronos Administrators are usually

Systems or Kronos given an entirely different set of tasks to perform and different access rights
Administrators from employees, managers, or supervisors. This is easily configured with
Workforce Timekeeper.
Administrators need to enter their own time. They may use the Timestamp,
Hourly, or Project time entry methods. Managers may have the ability to enter
their own leave time. This is usually done on a periodic basis. They may use
the Hourly or Project time entry methods to accomplish this task.
Administrators may be responsible for setup and maintenance of Display
Profiles and Access Profiles that are assigned to people using Workforce
Timekeeper. They may oversee the scheduled events, set up e-mail
notifications for others, and run Imports.
Administrators may also be responsible for setting up and creating HyperFind
queries for other managers or supervisors. They will also need access to
system reports so that they may help troubleshoot any issues or problems that
arise.
Finally, most administrators are also responsible for maintaining and backing
up the database, as well as maintaining log files. They need access to the
application server, database server, background processor, and
communications PC. These access rights are fully configurable in Workforce
Timekeeper.

21
Introduce the guided practice to participants. Tell them they will

practice doing some of the tasks each type of person might
perform on a regular basis.
Depending on the ability and size of your class, you may want to
walk participants through this first exercise, step by step.
If participants complete this lab on their own, stop them after 10
minutes and review the answers to the questions asked in this
exercise. You may also want to demonstrate the steps of the lab,
using the Facilitators machine and the data projection device.
Monitor participant performance during the exercise by walking

around the room.
Slide 43
Slide 44

Guided Practice: A Day in the Life of a Self-Service
Employee 21
Goals: After completing this Guided Practice, you should be able to:
- Enter a punch using the Timestamp and Hourly Timecard views
- Select and view a self-service report
A. Accessing the Workforce Timekeeper Browser
1. Double-click Internet Explorer. Then select the URL for Workforce

Timekeeper, (http://localhost/wfc/logon)
B. Logging On
1. Log on as User Name: jcsmith; Password: jcsmith (all lowercase).
C. Enter a Labor Level Transfer and use the Time Stamp method
1. Select the drop-down arrow in the transfer window.
2. Select Search. The Cost Center Labor Level should appear in bold.
3. Select entry 402.
4. Click OK.
5. Click Time Stamp. A informational message appears when the Time

Stamp is successful. This message includes the recorded time and
account information.
D. Viewing the Time Stamp Punch
1. From the navigation bar, select My Timecard. You see your time
stamp and labor level entry transfer. The other days of the pay period
should be populated with phantom (purple) punches that match the
employee's schedule in the lower portion of the workspace.
2. Enter a 3:30 pm out-punch on the same day the time stamp punch
appears.
3. Select Action > Save.

22

E. Selecting the My Schedule Report
1. Select navigation bar > My Reports.
2. Select the My Schedule report.
3. Select the pull-down arrow in the As of window and select Next Pay
Period.
F. Viewing a Report
1. Click View Report.
2. Verify that JC Smith is scheduled 7a-330p Monday through Friday

next pay period.
.
G. Logging Off
1. Click Log Off.
End of Guided Practice

23


around the room.

Guided Practice: A Day in the Life of a Department
Manager 23
- Utilize a Workforce GenieTM
- Enter a pay code edit
- Enter a duration amount
A. Logging On
1. Log on as User Name: cfryman; Password: cfryman (all lowercase).
B. Adding a Sick Pay Code Edit
1. Christy's default Genie is the Reconcile Timecard. Christy needs to

add a Sick Pay code edit to one of her employees.
2. Select navigation bar > QuickFind.
3. Enter b* in the Name or ID text box. (You are looking for Thomas
Billings.)
4. Highlight T. Billings and click on the Timecard Launch button.
5. Locate the Time Period selections in the Header area of the screen.
6. Select the drop-down arrow and choose Current Pay Period.
7. Select the pay code column for the yesterday.
8. Select the pay code of Sick.
9. Enter 8:00, in the Amount column.
10. Select Actions > Save. There should now be a blue box around the
day and date you entered the pay code edit.
11. Put your cursor at the edge of the blue box. You see the exception of
Excused. appear.

24
Answer C-6 1:00 automatic meal deduction each day.

C. Entering Hours Worked
1. Now it is time for Christy to enter her hours worked so far this week.
Select navigation bar > My Information.
2. Click on My Timecard.
3. Christy is assigned a Project view timecard. Enter 8:00 each day in

the Current Pay Period, Monday through Friday.
4. Select Actions > Save.
5. Look at the Totals and Schedules tab in the left corner of the
workspace.
Confirm that Christy has 70:00 in Regular in the following account.
101/201/301/405/501.
6. Go to the timecard area of the workspace and scroll to the right side
of the screen.
You see that Christy has a total of 40:00 worked each week of the pay
period.
Why does the timecard have 80:00 total for the two-week pay period,
but only pay her 70:00 of Regular? ___________________________
7. Click Log Off.

25


around the room.
In the No Employee Approval and No Manager Approval the
column labels of the Payroll Close Genie have been customized.
The columns original names are: Total Not Approved and Total
Employee Not Approved By Manager.
Answer A-1 Roll-up Genie

Guided Practice: A Day in the Life of a Payroll/HR
Supervisor 25
- Perform a Group Edit
- Analyze the information in a Workforce GenieTM
- Access an external website from within Workforce Timekeeper
A. Logging On
1. Log on as User Name: brichie; Password: brichie (all lowercase).

The default Genie Betty sees when see logs in is the Payroll Close
Genie.
What type of Genie is this? _______________________________
B. Working with Time Period Selections
1. Select the Time Period option in the Header area of the browser.
2. Select the drop-down list and choose Previous Pay Period.

Betty sees that none of her employees have had their timecards
approved for last pay period. (Look at the No Employee Approval
and No Manager Approval Columns of the Genie.)
Betty needs to approve these timecards before she can perform a sign
off.
3. Highlight the first row in the Genie. (201/301.)
4. Select Approvals menu.
5. Click Approve.
A message appears, Are you sure you want to Approve?
6. Click Yes.
7. To confirm that this group edit was successful, select navigation bar
> Group Edit Results.
You see the results of the group edit. (Approval, Previous Pay Period,
date, time, user name = brichie, status = complete, results = success
23, total 23.)

26
Answer C-1 Click the Back button in the browser tool bar or click on the
Payroll Close Genie again.
Answer D-6 (All or Approvals/Sign-offs)

C. Confirming the Updated Information
1. Betty needs to get back to the Payroll Close Genie to confirm that the
Genie displays the updated information from the group edit.
Name the two ways you can get back to that Genie.
a._____________________________________________________
Choose one of these ways now to get back to the Payroll Close Genie.
2. Notice that the Payroll Close Genie still does not display the updated
information from the group edit approval.
3. Click the Refresh button in the Header workspace of the Workforce

Timekeeper browser. The No Manager Approval column for 201/301
should now be blank. (This means the total number timecards that
have not been approved by their manager in account 201/301 is zero.)
D. Making Sure Approval was Properly Recorded
1. Betty now wants to confirm and spot check some employees to make
sure that the approval was properly recorded.
Select navigation bar > Pay Period Close.
2. Highlight Joseph Jacobs.
3. Double-click on his name to enter his timecard.
4. Click the Sign-offs and Approvals tab.

You see the following information. Action taken = Approval by
Manager, date, time, user = brichie, start date, and end date.)
This information is also logged in the audit trail for this employee.
5. Click the Audit tab.

You must select Filter rows by type in order to display any audits.
6. What filter would you select to see the approval?

______________________________________________________
7. Select the above filter now. Confirm that the approval appears.
E. Making Sure the New Pay Code Appears
1. Betty now wants to run a report to make sure the new pay code she
added to the system earlier today appears.
Select navigation bar > Reports.
2. Expand the Configuration list.
3. Highlight the Pay Codes report.

27
Answer E-9 Money

4. Click Select Report > Run Report.
5. You are now looking at the Check Run Status workspace.
6. Click Refresh Status until you see the status of the report change to
Complete.
7. Select View Report once the report has completed.
8. Scroll down through the report and find the Travel$ pay code.
This is the one Betty added earlier today.
9. What kind of pay code is Travel$? Time or Money?

_________________________________________
10. Close the report.
F. Checking What Is Going on at Kronos Customer Web Site
Betty is interested in seeing what is going on at the Kronos Customer Web

Site.
1. Select navigation bar > My Links.
2. Click Kronos Customer Site.

You see the browser window change and www.kronos.com/connec-
tions appears.
3. Take a look around.
4. Return to the Workforce Timekeeper browser.
5. Click Log Off.

28


around the room.
Answer B-2 Rita Metzler

Guided Practice: A Day in the Life of an IS/Kronos
Administrator 28
- Enter information the People record
- Create HyperFind Query
- Access System Information
A. Logging On
1. Log on as User Name: dgormley; Password: dgormley (all

lowercase).
The default Genie that Don sees when see logs on is the IS Summary
Genie.
B. Viewing the IS Summary
1. Look at the IS Summary.
2. What is the employee's name that does not have an e-mail address?
____________________________________________
C. Entering an E-mail Address
1. Don has been asked to enter an e-mail address for her. Highlight her
name and click the People launch button.
On the left side of the People workspace, you see a list of different
areas of the People record.
2. Select Contacts.
3. Enter the following e-mail address. Rita.Metzler@company.com.
4. Click Save.
5. Access the IS Summary Genie again.
6. Click Refresh in the header area of the Workforce Timekeeper

workspace.
7. Confirm Rita's e-mail address appears.

29
Hint D-10 Tell participants that Don could have selected the exclude
option on the Workforce Managers workspace instead of using
the NOT operator when reassembling the criteria. The reason for
having participants reassemble the query is to show off the
functionality of HyperFind.

D. Creating a HyperFind Query
Don is asked to create a HyperFind query for a group of managers. Managers

have requested a HyperFind query that looks for all Full Time and Part Time
Employees, who are not Managers. They want this HyperFind to be available
for all people to use.
1. Go to the navigation bar. Select Setup > HyperFind Queries.
2. Click New.
3. Go to the Time Management category and expand the list.
4. Select Pay Rules.
5. Hold down your control key and highlight the Full Time, Full Time
Bi-weekly, and Part Time pay rules.
6. Click the Add Condition button.
7. Go to User Information category and expand the list.
8. Select Workforce Manager.
9. Click the Add Condition button.
10. Select the View Query menu.

Notice the construction of the query so far. The pay rules have the
operator OR between them and there is the operator of AND between
the pay rules and the Workforce Manager condition. Don was asked
before to exclude Workforce Managers. The query current includes
Workforce Managers. You need use the Assembly Query menu to
reassemble the query to meet the request.
11. Select the Assemble Query menu.
12. Highlight Include only Workforce Managers.
13. Select the NOT operator.

30
Answer D-23 16
Answer E-4 23
Note
The License workspace will take a minute or so to display.

14. Highlight the three Pay Rules and select the OR operator.
15. Select the Pay Rules and the Workforce Manager conditions. Select
the AND operator.
16. The query should now appear as: ((Assigned to Full Time, Full Time
Bi-weekly, Part Time pay rule) AND NOT (Include only Workforce
Managers)).
17. Click Save.
18. In the Visibility area of the workspace, choose Public. (All people
should be able to see and use this query.)
19. Enter the Name, FT and PT, no Mgrs.
20. Enter a description for this query. Click OK.
21. Click the Test button to confirm the query returns the correct people.
22. How many people appear in the HyperFind test window?

_______________________________________
23. Close the HyperFind Test window.
24. Click the Back button on the Browser tool bar.

You now see the HyperFind Queries workspace.
25. Click the Refresh button in the header area of the Workforce
Timekeeper workspace.
Your HyperFind query of FT and PT, no Mgrs appears.
E. Finding the Number of Available Workforce Professional Employee

Licenses
The Payroll Department has asked Don to find out the number of Workforce
Professional Employee licenses that are available.
1. Select navigation bar > System Configuration.
2. Select System Information.
3. Select Licenses menu.
4. How many Workforce Professional Employee licenses are available?

_______________________________
5. Click Log Off.

31
Slide 45

Summary 31

! Identify the components of the Workforce Timekeeper application.
! Recognize the purpose of Workforce Genies.
! Recall the three time entry methods available in Workforce Timekeeper.
! Perform daily and weekly tasks for different types of people.


Section 4
System Setup

time.
! Recognize what makes up a person in Workforce Timekeeper.
! Understand how Workforce Timekeeper is configured to accommodate
pay policies.
! Recognize the difference between Calculated and Non-calculated
Accruals.
! Identify how Wage Profiles can affect how employees are paid.
! Describe the different types of Access Profiles.
! Assemble a Workforce Genie.
! Create a Comment.
! Recognize the difference between a Pay Period and a Schedule Period.
! Recognize the purpose of Labor Level Sets.
! Recall the different Workflow Notifications available in Workforce
Timekeeper.
! Recognize the importance Approval, Sign-off, and Payroll Lock in
protecting data integrity.
! Interpret Workforce Timekeeper configuration terminology.
1
Slide 46
Slide 47
Slide 48
Slide 49
Section 4 System Setup
This section takes approximately 4 1/2 to 5 1/2 hours to

complete.
Purpose This portion of the workshop is intended to promote discussion

and educate participants about how Workforce Timekeeper is
configured to accommodate customers' pay policies and
customized needs. An overview of system setup options is
covered. Labor Levels are discussed in length. An overview of
Pay Rules, Accruals, Display Preferences, (Workforce
Genies), Access Profiles, Comments, Schedule Periods,
Labor Level Sets, and Workflow Notification are covered. The
Workforce Timekeeper 4.3 Payroll Survey and Workforce
Timekeeper Feature Configuration Survey are introduced, and
Workforce Timekeeper terminology is presented.
Setup The Facilitator should have a copy of the Pre-Implementation

PowerPoint Presentation loaded on a computer. The Facilitator
needs to have a data-projection device available and a local
copy of Kdemo running. This allows the Facilitator to
demonstrate the different areas of the application and show
specific screens to participants.
Facilitator The Facilitator will give participants an overview of how pay

Instructions policies and other options are configured in Workforce
Timekeeper. The Facilitator will discuss the importance of Labor
Levels in Workforce Timekeeper and how the customer could
possibly use Labor Level information. The Facilitator will also
highlight the importance of having the implementation team
devote time after this workshop to discuss their Labor Level
configuration. The surveys will be covered with participants and
participants will be educated as to who should fill out the survey.
The Facilitator will relate that the Application Consultant who
configures their Workforce Timekeeper software needs to
discuss, at length, the implication of the intersection of multiple
pay policies. The Facilitator should also ensure that participants
are familiar with Workforce Timekeeper Configuration
terminology.
Slide 50

Workforce Timekeeper Setup 2
Workforce There are various new components in Workforce Timekeeper version 4 that
Timekeeper Setup are set up in an area other than the Workforce browser. You will find these
options in Workforce Timekeeper Setup. It is the client piece of the
Workforce Timekeeper software.
Accessing To access Setup Applications:

Workforce ! Select Start > Programs > Kronos Workforce Timekeeper > Workforce
Timekeeper Setup
Timekeeper Setup.
! Enter a valid user name and password to access this part of the
application.
Components of There are seven components that can be configured and maintained in
Workforce Workforce Timekeeper Setup. Items set up in this area affect different areas
Timekeeper Setup of the browser. We will learn more about this later.
! Labor Levels - This is where labor levels and labor entries are defined.
! Pay Rules - This is where pay code, work rule building blocks, work
rules, holiday rules, pay rule building blocks, and pay rules are defined.
! Accruals - This is where calculated and non-calculated accrual rule
building blocks and accrual rules are defined.
! Wage Profiles - This is where wage profiles are created.
! Access Profiles - This is where Logon profiles, Function Access profiles,
and Data Access profiles are defined.
! Display Preferences - This is where Workforce Genies, URL profiles, and
Display Profiles are defined. Custom field labels and custom telephone
labels are defined here as well.
! Comments - This is where comments are entered and maintained.

Refer participants to the Typical Configuration Steps topic in the

Making Decisions About Your Workforce Timekeeper System
section as you discuss this topic.
Slide 51

Configuration Overview 3
Home Labor Account

Employee Pay Rule
Device Group/Time Entry Method
Employees assigned to Home Labor Account;

determines how employees time will be tracked.
Employees assigned to Pay Rule; determines how
employee will be paid.
Employees assigned to Device Group; determines:
group of terminals to which info will be sent
terminals where they can swipe badges
Configuration There are many things that need to be configured in Workforce Timekeeper in
Overview order to track and pay employees for their time. The three main places where
information is configured to track and pay employees for their time are: Labor
Maintenance, the Pay Rule Setup, and the People Record.
Labor Maintenance Labor Maintenance is where a company defines the Labor Levels and labor
entries that they wish to track in the Workforce Timekeeper software. Labor
Levels play an important role in the Workforce Timekeeper software and can
be used for more than tracking labor. Every employee is assigned a home
labor account.
Pay Rule Browser The Pay Rule browser is where a company configures pay codes, Work Rules,
and Pay Rules. The Pay Rule is assigned to employees. This rule controls how
the employees are paid for the time that they work.
People Record The People record determines the device group to which an employee is
assigned. It may also determine the time entry method assigned to employees.
Employees can enter their time by swiping their badge at a Timekeeper
Terminal and/or use the Workforce browser to enter their time. If employees
are assigned a time entry method, they are given a user account that they use
to log onto Workforce Timekeeper and enter or view their time.

Take the time to introduce the People record. Although the

People record is not located in Workforce Timekeeper Setup, it is
imperative that participants understand how the items configured
in Workforce Timekeeper Setup help to define the different types
of people.
Open Christy Frymans people record. (Go through QuickFind.)
Take just a few moments to scan the different workspaces with
participants. Focus on the User Account, Role, Leave
Management, and Timekeeper tabs.
Do NOT take more than five minutes here. If participants have

more questions, have them save them until the end of the
section or the end of the day.
Slide 52

What Makes Up a Person? 4
The People Record What makes up a person in Workforce Timekeeper? It is more than just a
Name, ID, and Time entry method. There are additional components that help
to define in employee in this system. The people record ties many aspects of
the items configured in Workforce Timekeeper Setup together to define the
different types of people in Workforce Timekeeper.
Manager Example Depending on the type of person you are depends on the attributes that are
assigned to you in your people record. For simplicitys sake lets consider
what makes up a Workforce Manager who also tracks his or her own time in
Workforce Timekeeper. This type of person needs to have a Pay Rule
assigned to them to determine how to pay the hours they work during a pay
period. A manager is also assigned certain profiles in the people record that
determine what he or she can do or see in Workforce Timekeeper. For
example, on the Role workspace of the people record we assign a Display
profile. This determines the Workforce Genies a manager can see and use and
how other things display when accessing the system. This person is also
assigned an Access Profiles that determines what actions he or she can
perform to the employees they manage, as well as what the manager can do in
his or her own timecard. This person is also assigned profiles that control
what employees he or she can access and the pay codes, work rules, and
reports that can be accessed. Other items assigned in a persons record are an
Accrual Profile, a User Name and Password, and a Home Labor Account.
There are many other aspects to what makes up a person in Workforce
Timekeeper. The key is to understand how the items in the People record tie
into the items configured in Workforce Timekeeper Setup.

It is important to take time to discuss the importance of deciding

what a customers labor levels are going to be in Workforce
Timekeeper. Changes to labor levels made after data is in the
system can have serious repercussions.
Make sure you discuss the following in addition to the
information on the next two pages.
! Labor Levels can be used to track things other than labor.
They can be used for job costing, reporting, productivity, and
security.
! Think outside the box. Is there something in your
organization that you cant track now with your current
system, but would like to begin tracking?
! Do you have multiple locations and areas across the country
or world that you would like the ability to track or report on?
! Have you planned for your organizations growth in the next
24 months? Could that planned growth affect your labor
levels?
! Even if you dont need all seven labor levels, use them.
Name extra Labor Levels TBD and enter null entries. They
can be used in the future if things within your organization
change or grow.
Refer participants to the Labor Level Sets section of the Feature

Slide 53

Labor Tracking 5
Labor Levels: Facility Division Department Job
Labor Entries: 101 201 301 401
North R&D Research Analyst
102 202 302 402
East Accounting Payable Clerk
Labor Accounts: 101/201/301/401

102/202/302/402
Labor Tracking Labor Tracking is a feature of Workforce Timekeeper. This feature lets
employers and managers track, allocate, and manage employee time and labor
costs. Labor Tracking is always the first thing configured in a new
installation. The elements of Labor Tracking are used throughout Workforce
Timekeeper. Labor Tracking includes Labor Levels, Labor Entries, and Labor
Accounts. Employee hours accumulate in pay codes. The hours in each pay
code are grouped or sorted by labor accounts. This shows how much time and
money was spent in a particular labor account.
Labor Levels Labor Levels are the different areas that need to be tracked in an organization.
Seven different Labor Levels can be defined in Workforce Timekeeper. There
is an intended hierarchy when defining Labor Levels. The first Labor Level
defined is the broadest. The next level defined is a little less broad and so on.
This intended hierarchy must be carefully considered when defining Labor
Levels. It is important that Labor Levels be defined correctly from the initial
implementation. It is difficult to change your Labor Level structure after
Workforce Timekeeper has been put into a production environment. Also plan
for organizational expansion when defining Labor Levels. Even if you don't
think you will use all seven Labor Levels, it is better to plan ahead of time and
build them in; they can always be renamed later.When defining your
company's Labor Levels, it is important to consider security issues. Labor
Levels and their associated entries are a way to allow or disallow a user access
to different information in Workforce Timekeeper.
Labor Level Entries Labor Level Entries are associated with Labor Levels. Labor Level Entries
may be the different departments, cost centers, or jobs in your organization.
There is no limit to the number of entries that can be assigned to a Labor
Level. Labor Level Entries are the individual components that make up a
Labor Account.

Slide 54

Labor Level Maintenance 6
Labor Accounts A Labor Account is made up from an entry at each Labor Level. There is no
Labor Account validation; all combinations are valid. Workforce Timekeeper
automatically generates them. Every employee has a home labor account.
When employees are added to Workforce Timekeeper, they are assigned an
entry from each level. By default, all hours the employee works are charged to
this default home labor account. If the employee works in a different job or
department, the hours can be transferred to that labor entry.
Facts ! Labor Levels cannot be deleted once they are assigned labor entries.
! If a Labor Level is added after employees are in the software, each
employee must be edited to include a home entry at that new level.
! Labor Level names can be edited.
! Seven Labor Levels can be sent to the terminals. The combined entry
length cannot exceed 140 characters.
! Labor entries cannot be deleted once assigned to an employee.
! Labor entries can be inactivated.
! Inactive labor entries are not sent to the terminals.
! Labor entry names longer than 20 characters are not supported at the
terminals.
! Validate All New Entries option prevents users from creating a Labor
level entry at the data collection device.
! Employee home labor account assignments have associated effective
dates.

Refer participants to the Pay Codes and Holiday Rules topics of

the Pay Rule Survey as you discuss this topic.
Open the Pay Rule Browser and show participants the structure
and content of the Pay Rule building blocks. Open a sample Pay
Rule to show where the building blocks are selected to build the
Rule.
Slide 55
Slide 56

Pay Rules 7
Workforce Timekeeper Holiday Building

Blocks
Work Rule Building Blocks
Holiday
Holiday
Rounding Zones
Zones Table
Table
Exceptions Breaks
Breaks etc.
etc.
Overtime
Overtime Deductions Holiday Rule
etc.
etc. Pay Rule
Building
Work Rule Blocks
Fixed Rules
Sequences
Sequences Pay
Rule
TK Terminal Rules
Pay Codes Pay codes are where the hours that an employee works are accumulated.
Examples include Regular, Overtime, Double, and so on. Both pay codes and
combined pay codes are defined here. Pay codes are the first item on the list in
the Pay Rule Browser. Because they are used throughout the configuration
process, they must be defined first.
Work Rule Building These are the individual rules used to interpret a shift and/or pay period. Some
Blocks of the individual rules include rounding rules, exception rules, breaks,
overtime, and so on.
Work Rules Selecting the appropriate Work rule building blocks creates a Work rule.
Holiday Credit Rule Holiday credit rule building blocks are individual rules that define and
Building Blocks determine how employees will receive holiday credits. The individual rules
are the holiday table, contributing pay codes, contributing shifts, and work
history qualifiers.

Slide 57
Slide 58

Holiday Credit Rules Holiday credit rules are made up from a selection of holiday credit rule
building blocks. Holiday credit rules define eligibility for holiday credits and
the calculations used to determine the time or wages issued when the
requirements are met.
Pay Rule Building These include Fixed rules, Sequences, and Timekeeper terminal rules.
Blocks
Pay Rules A Pay rule is the rule that ties all the other rules together. To create a Pay rule,
select a default Work rule, a Fixed rule, a Sequence, a Timekeeper terminal
rule, and a Default Holiday rule

An "employee transaction" is defined as a punch or pay code

edit that comes through via a Timekeeper terminal, Timestamp,
Import, or Group Edit. A punch or pay code edit entered directly
into the timecard is not considered an "employee transaction."
Stress to participants that Pay from Schedule is programmed in
the Pay Rule and this is the way the feature is intended to be
used. There is a Pay from Schedule menu item in the Workforce
Genie. The Pay from Schedule option in the Genie is meant only
to be used on employees who are not normally paid
automatically from their schedule. Its intention is to be used on
an exception basis only for these types of employees. One
example would be a short payroll due to a holiday.
In version 4.2 of Workforce Timekeeper a feature was added to
carryover labor account transfers made in a project timecard
from one pay period to another. The primary use case is for
employees who typically track their time for multiple projects
(labor accounts). They routinely work multiple projects in a
single day or a project that takes place over many pay periods.
These professional users will likely enter amounts worked by
project not just at the end of the pay period, but more frequently
through-out the period, sometimes every day. As a result, they
don't want labor accounts to disappear from the timecard if no
time has been entered yet they most likely will enter amounts for
all the displayed transfer accounts at a later time or in a future
pay period.
Refer participants to the Pay From Schedule section of the Pay

Rule Survey as you discuss this topic.
Slide 59

Pay From Schedule 9
Pay From Schedule Pay from Schedule is a new feature added to Workforce Timekeeper 4. It is
programmed in the Pay Rule. This new feature allows timecards to be
pre-populated with time or amounts from employees' schedule. Options can
be selected in the pay rule so this happens automatically.
Always pay This is the default setting of any new pay rule. Always pay scheduled amounts
scheduled amounts will only populate the employee's timecard with scheduled pay code edits. No
other time is added to the timecard. For example, a vacation pay code edit was
scheduled for J. Adams on July 5, 2001. When we viewed J. Adams timecard
on July 5, 2001, we would see the edit that was made in the schedule editor
appear on her timecard. The vacation pay code hours would be added to her
total hours that appear in that pay period. If an edit needs to be made to this
pay code, it must be done through the Schedule Editor.
Pay scheduled If pay scheduled amounts is selected in the pay rule, employee timecards will
amounts if no be populated with scheduled pay code edits, unless any other employee
employee transactions, (events), occur on that day. This is best illustrated in an example.
transaction occurs
on the day On July 5, 2001, J. Adams had a scheduled pay code edit for vacation. In her
timecard, we would see vacation hours on July 5. If she stuck to this schedule,
her timecard would remain with this information. If an employee transaction
occurred on this day, her scheduled time would be overridden. For example, J.
Adams was called into work on July 5 because of an emergency. When she
punched in at the Timekeeper terminal on July 5, her scheduled vacation pay
code edit would be cancelled and she would only be paid for the hours she
actually worked on that day.
Carryover transfers This check box is available when either of the above two options are selected.
from previous pay When this check box is selected it is only applicable to people whose time
period (project entry method is a project view timecard. This option allows account transfers
timecard only)
entered in a previous pay period to be carried over to current and future pay
periods. This option allows people who work on project for long periods of
time to not have to always re-enter the same labor transfer information.

10
An "employee transaction" is defined as a punch or pay code

edit that comes through via a Timekeeper terminal, Timestamp,
Import, or Group Edit. A punch or pay code edit entered directly
into the timecard is not considered an "employee transaction."
Stress to participants that Pay from Schedule is programmed in

the Pay Rule and this is the way the feature is intended to be
used. There is a Pay from Schedule menu item in the Workforce
Genie. The Pay from Schedule option in the Genie is meant only
to be used on employees who are not normally paid
automatically from their schedule. Its intention is to be used on
an exception basis only for these types of employees. One
example would be a short payroll due to a holiday.

Pay scheduled If pay scheduled shifts and amounts if no employee transaction occurs on the
shifts and amounts day is selected in the pay rule, employee timecards will be populated with
if no employee both scheduled pay code edits and schedule shifts, unless any other employee
transaction occurs
on the day transactions, (events), occur on that day. This is best illustrated in an example.
On July 5, 2001, J. Adams had a scheduled pay code edit for vacation and on
July 6, 2001 she was scheduled to work 7:00am - 3:30pm. In her timecard, we
would see vacation hours on July 5 and 8:30 hours of Regular on July 6. If she
stuck to this schedule, her timecard would remain with this information. If an
employee transaction occurred on one of these days, her scheduled time
would be overridden. For example, J. Adams was called into work on July 5,
because of an emergency. When she punched in at the Timekeeper terminal
on July 5, her scheduled vacation pay code edit would be cancelled and she
would only be paid for the hours she actually worked on that day. If J. Adams
came to work early on July 6, her in punch would cancel her scheduled in and
out time for the day. J. Adams would need to punch out on July 6 to be paid
for the time she worked.
If your organization requires people to automatically be paid according to
their schedule on a regular basis, then it is required you select the option Pay
scheduled shifts and amounts if no employee transaction occurs on the day.
When this option is selected, the check box Carryover transfers from
previous pay period appears dim.

11
Refer participants to the Accruals section of the Pay Rule Survey

as you discuss this topic.
Slide 60

Why We Need Accruals 11
! Track Non-productive hours such as Vacation and Sick

! Automate hours/days/dollars earned
! Apply rules as to when hours can be earned and used
! Maintain this data in the Workforce database
Companies need to track non-productive hours such as Sick, Vacation,

Compensation Time, Personal Days, and Leave of Absence. We can even
track worked hours for employees. All companies have policies for how
employees earn this time, and some for how employees can take the earned
time. Accruals is the function in Workforce Timekeeper that allows
employers to track earnings and takings of non-productive time. Having
Accruals built into Workforce Timekeeper allows our customers to have all
their employee data in one database. Now supervisors can look at a Timecard
and view worked time, as well as bring up an overview and balance
information of the employee's Accruals. Workforce Timekeeper supports
calculated and non-calculated accruals. If you wish to utilize the features of
calculated accruals, you must purchase the appropriate licenses.
What can Workforce If accrual information is tracked and maintained within Workforce
Timekeeper do with Timekeeper, there are many benefits.
Accruals?
! The information is maintained within one database.
! Employee leave balances are up to date with real-time balances.
! Reporting capability of accrual information with Workforce Timekeeper.
! Gives employees access to balance information on-line.
! Automation of periodic grants, years of service increases, and part-time
granting.
! Capability to import accrual information from an outside source into

12
Slide 61

Calculated Accruals Setup 12
Accruals Setup This is the Accruals Setup window. It is located in Workforce Timekeeper
Setup. Depending on whether you have purchased the licenses for calculated
accruals, you may or may not be able to utilize all the features that can be
configured in this window. Items with a blue circle next to them indicate they
are features of calculated accruals and require installed licenses. All other
items can be set up with or without the calculated accruals license.
Calculated Accruals Calculated accruals allow to you fully automate accrual granting and tracking
within Workforce Timekeeper. No other outside program is required.
Calculated accrual features include: Accrual Codes, Site-Wide and Person
Specific Dates, Date Patterns, Probation Periods with qualifiers, Earned and
Fixed Grants with qualifiers, Carryover, Earning, and Taking Limits,
Transaction Increments and Minimums, Overdraft Rules, and Milestones.
Non-calculated Non-calculated accruals allow you to do basic tracking of accrual balances in

Accruals Workforce Timekeeper. Complex rules associated with grants or limits must
be handled by an outside system. Then the balance information can be
imported into Workforce Timekeeper so that supervisors and employees can
have access to accrual balances.
Non-calculated accrual features include:
! Accrual Codes
! Site-Wide and Person Specific Dates
! Transaction Increments and Minimums
! Overdraft Rules

13
Slide 62

What Are Accruals? 13
Accrual Accrual Rule for Vacation

Profile Accrual Rule for Sick
Accrual Rule for Uniform $
Accrual Rule Accrual Rule Accrual Rule
Hours in Days in Money in
Time Days Money

Vacation Sick Taken Uniform $ Taken
Taken
Code Code Code
Overdraft? Overdraft? Overdraft?
Limits? Limits? Limits?
Probation Period? Probation Period? Probation Period?
Accrual Profile An Accrual Profile is made up of one or more Accrual rules that define how
an employee can earn and use non-productive time such as vacation or sick
time. After the Accrual Profiles are defined for each type of employee in the
system, (for example, Full-time, Part-time, Salary, and so on), they are
assigned to the respective employees.
Accrual Rules Accrual rules govern the behavior of the Accrual Code. Accrual rules
determine such things as when an employee earns accrual time, how it is
earned, if time can be overdrawn, and if there is a probation period
determining when the time can be taken.
Accrual Codes Accrual Codes are the buckets that hold the time earned. Accrual codes can be
one of the following types: Hours, Days, or Money.

14
Slide 63

Wage Profiles 14
What are Wage Wage profiles allow you to assign multiple wage rates to employees. A wage
Profiles? profile can be assigned to a single employee or a group of employees. A wage
profile contains one or more labor levels that affect how the wage rate is
calculated for time charged to specified labor level entries.
Example For example, you might have a labor level named Job. Each entry within
the labor level, Job, defines a different type of job code within your company.
Some jobs pay different rates than others. Some of these jobs may pay a flat
rate, and additional amount per hour, or an hourly multiplier because of union
regulations or company policy. Above, Job 501 has a multiplier of 2
associated with it. The employee would earn two times his base wage for
working in job 501. Jobs 502-509 have an add amount associated with them.
The employee gets an additional 4.50 an hour for working in any of these
jobs. Job 510 and above have a flat rate of $25.00 associated with them. The
employee gets a flat rate of $25.00 an hour when they work in one of these
jobs.
Wage Tables and Wage tables allow you to set up these conditions and determine which pay
Group Wage codes are to be affected by the wage table. For instance, hours that accumulate
Adjustments in worked pay codes may be affected by these profiles, but hours charged to
non-productive pay codes may not. Occasionally, employee contracts are
re-negotiated or pay increases are implemented. Wage Profiles has a group
wage adjustment feature so adjusting the additions, multipliers, and flat rates
associated with the profile can be done on a group basis instead of
individually.

15
Refer participants to Access Profiles section of the Feature

Slide 64

Access Profiles 15
Types of Access Profiles
There are three types of access profiles. Separating access control into three
distinct areas provides you with flexibility in controlling how your people use
and access information in Workforce Timekeeper.
Profile Description
Logon Profiles Control logon passwords and session restrictions.
Function Access Profiles Control access to different areas of the Workforce
Timekeeper application and to functions that
different types of users can perform.
Data Access Profiles Control access to pay codes, work rules, and
reports for different types of users.

16
For participants who are upgrading from previous version of

Workforce, the Logon Profile has not changed much.
Stress that the Logon Profile is only applicable to customers who

are using Kronos Authentication as the security option for
Workforce Timekeeper 4.
Note
For more information regarding security settings and
authentication options available in Workforce Timekeeper,
instruct participants to see the Workforce Timekeeper
Administrators Guide.
Password The password expiration time is relative to the last time a users
Expiration password changed. For example, assume a user was added to
Workforce Timekeeper on January 1, given a password at that
time, and never changed it later. Then on March 1, an
administrator assigns that user a new Logon Profile that has the
password expiration field set to 10 days,. The next time that
user logs on, the system will tell him his password has expired.
Why? Because March 1 is more than 10 days after January 1,
the time he was last assigned a password.
Refer participants to the Logon Profiles section of the Feature

Slide 65

Logon Profiles 16
Before defining the Logon Profile, customers should know what security
method they are going to use with the Workforce Timekeeper software. We
support NT domain, Lightweight Directory Access Protocol (LDAP), and
Kronos Authentication. The Logon profile is only necessary to configure if
you use Kronos Authentication as your security method with Workforce
Timekeeper.
Name Description
Expiration Do you want the users password to expire? If so, when will
it expire? The user will get an expiration reminder 1-2 days
prior. The maximum number of days is 120.
Minimum Length Do you require passwords to be a certain number of
characters? If so, specify the minimum. The maximum limit
is 50 characters.
Reuse monitoring Do you monitor the reuse of passwords in the system? If so,
how long do you want to keep a password history for people
assigned to this logon profile? The maximum number is 999.
Note
When a Logon Profile is created, there is an option to Mark as Default. If
this is done to a particular Logon Profile, whenever a new person is added to
the system and is designated as a user, this Logon Profile is selected by
default.

17
Slide 66

Name Description
Last required Displays the date of the last time the Require password
password change change menu option was applied to this profile. If it was
never applied, the value displayed is <Never>.
Account lockout After you have X number of failed attempts at logging onto
Workforce Timekeeper, the system locks you out and does
not allow you to get back in, until an administrator
unlocks your account. If a user is locked out, the
administrator can go to the User Account workspace in the
People record and clear the Account locked box.
Lockout duration If you have chosen to enable Account lockout, you can set a
duration of time. The user remains locked out for this
duration of time or until an administrator unlocks the
users account in the People record.
Inactivity timeout This option only applies to Workforce Timekeeper Setup.
Before the session times out, a warning appears. When the
system times out, the application is minimized. To log back
on after timeout, simply click on the minimized application
and re-type your user name and password.
Require password This option is found under the File menu and is selected after the profile has
change been created. It requires people who have already been assigned to the Logon
Profile to change their password the next time they log on. This option does
not apply to people who are assigned to the selected Logon Profile after this
menu option has been applied to it.
The last date this menu option is applied to a Logon Profile appears on
Password tab of the Logon Profile dialog box.

18
Refer participants to the Function Access Profiles section of the


Function Access Profiles 18
Function Access Profiles determine what Workforce Professional Employees,

Workforce Managers, and System Administrators can see and do in each area
of the Workforce Timekeeper system. Function Access profiles are assigned
to Workforce Professional Employees and Workforce Managers.
Access Control Most access control points have the access permission of Allowed or
Points Disallowed. Access permissions of None, Various, Only Self, and All But
Self exist for a few access control points. The All But Self option is typically
assigned to Workforce Managers who may be able to edit other peoples data,
but not their own.
If a Function Access Profile specifies access to some functions and not others
under the same category, the access scope is Various.
There are over 200 access control points available in a Function Access
Profile.
The default permission assigned to access control points in a new Function
Access Profile is usually Disallowed.
Mark as Default Once you have created a Function Access Profile, there is an option to Mark
as Default. If this option is selected, whenever a new person is added to the
system, this Function Access Profile is selected for that person by default.
Note
Be descriptive when naming your Function Access profiles.

19
The following Function Access Profiles come with Workforce

Timekeeper:
! Default (Default)
! IS
! Other Manager
! Payroll Manager
! Professional Employee
! Salaried Employee
! Super Access
! Timestamp and Hourly Employee
! Timestamp Employee
For a detailed list of what is and is not included in each of these

profiles, instruct participants to Appendix A of the Workforce
Timekeeper Administrators Guide.
As you demonstrate the Function Access profile and its
components, encourage participants to expand each list and
view the contents of each access point.
Point out to participants that when an access point is selected a
description of that access point appears at the bottom of the
screen.
Find item Button You can use the following wildcards to represent other
characters:
! Asterisk (*) and percent symbol (%) for one or more
characters.
! Question mark (?) and underline (_) for 1 character.
Slide 67

Function Access Categories 19
g
Access control points to ones
own data and the data of ones
employees
Access control points to ones own data

(e.g., timecard, reports)
Access control points to the data

of ones employees
Access to Setup area of Workforce

Timekeeper browser
Access to System Configuration area of

Workforce Timekeeper browser, Workforce
Timekeeper
Access control points to Setup, and other administrative tasks
Record Manager
Access to XML beans, which can be used to
access the Workforce Timekeeper database from
other programs
A Function Access Profile is organized according to people types and

functional areas of the system. This organization provides a relatively easy
way to set up access to different parts of Workforce Timekeeper.
When an access control point is selected, a description of the access control
point appears at the bottom of the dialog box.
Dialog box buttons allow you to expand the categories, collapse them, or find
individual access control points. You can use wildcards with the Find item
and Find next buttons.
Category Controls Access To

Everyone Ad Hoc Labor Level Entries; Wages
Workforce Professional - Timecard data, including Pay Code Edits, Punch
Edits, and Labor Account Transfers.
(There may be separate access for viewing and
editing information. For example, an employee
might be able to view punch edits made to his
timecard, but not make them.)
- Each of the 3 My Reports.
- Receive e-mail notifications, such as when
manager approves timecard.
Workforce Manager - - Operations performed from Workforce Genies.
Department Manager - Employees timecard data.
- Reports.
- Receive e-mail notifications, such as Group Edit
results.
- Scheduling.

20
Beans JavaBeans (beans) is an object-oriented programming

interface from Sun Microsystems that lets you build re-usable
applications or program building blocks called components that
can be deployed in a network on any major operating system
platform.
API An Application Program Interface (API) is the method prescribed

by a computer operating system or by an application program by
which a programmer writing an application program can make
requests of the operating system or another application.
Record Manager Workforce Record Manager enables you to copy data from a
production Workforce Timekeeper database to a non-production
Workforce Timekeeper database. You can then remove copied
transaction data from the production database, making it smaller
and more manageable. Additionally, with Workforce Record
Manager, you can copy rules from a test database to a
production database.
New Access The following access control points are new to Workforce
Control Points in Timekeeper v4.3:
Workforce ! Workforce Employee > Time Stamp for Employees:
Timekeeper 4.3
Transfer in Time Stamp
Cancel meal deductions in Time Stamp
Log off after stamping
! Record Manager: new category
! Workforce Manager Department Manager > Scheduling >
Schedule access > view

Category Controls Access To
Workforce Manager - - HyperFind
Setup - People records
- Import facility
- Event manager
- Workforce MobileTime
- Labor Level Set Editor
Workforce Manager - - Workflow Notifications
System Configuration - System Information
- Log Reports
- System Settings
- DCM (Windows client)
- Setup (Windows client)
- Runs tasks in background
- Background processor access
APIs - XML
- API Beans
Record Manager - Record Manager administrative options
Workforce Workforce MobileTime collects time and downloads it to the database via a
MobileTime PDA (Personal Digital Assistant).
Data Collection The two access permissions within DCM are the ability to access DCM
Manager (DCM) Communications and DCM Setup. A person with permissions set to
Allowed would be responsible for setting up and maintaining DCM.
Setup These access control points control the ability to access, create, and edit the
items in Workforce Timekeeper Setup.
Background Tasks A person responsible for performing group edits needs access to Runs tasks in
and Background background. A person responsible for maintaining the Background Processor
Processor needs the Background Processor access permission set to Allowed.
Extensible Markup XML is a flexible way to create common information formats and share both
Language (XML) the format and the data on the Web, intranets, and elsewhere.
API Beans There are 17 kinds of beans (tags), most of which have separate access
permissions for the ability to add, edit, delete, or view. The access given to the
different types of tags controls the ability to use any of the XML API
functions to read and set data. The Import Beans access control point controls
the ability to read and set import.
Record Manager Record Manager allows you to copy and delete data from a production
database.

21
Why would you want to control access to certain types of data in

Workforce Timekeeper?
Refer participants to the Pay Code Data Access Profile section

of the Feature Configuration Survey as you discuss this topic.
Slide 68

Data Access Profiles 21
Pay Codes Data Access Profiles determine what pay codes you can access or
make edits to in Timecards, Schedules, Reports, HyperFind, and Group Edits.
Creating a Pay To create a pay codes profile, follow these steps:

Codes Profile
1. Enter a name. (Be descriptive)
2. Enter a description.
3. Move the appropriate pay codes over to the selected side of the screen.
4. Click OK.
You might set up a profile for employees so they can only see and use
non-worked pay codes. You might set up a profile for managers that allows
them to see and use non-worked pay codes, plus a few others. You might set
up another profile for payroll people that allows access to all defined pay
codes.
Note
Combined pay codes appear here. Be careful about giving access to combined
pay codes.
If a pay code is added to the system after the profile is defined, it is not
automatically selected. If it is added to a combined pay code that is selected, it
is automatically included in that combined pay code.

22
Refer participants to the Work Rule Data Access Profile section

of the Feature Configuration Survey as you discuss this topic.
Slide 69

The Work Rule Data Access Profiles determine what work rules you can
access or make edits to in Timecards, Schedules, and Group Edits.
Creating a Work To create a work rule profile, use the following steps:
Rule Profile
3. Move the appropriate work rules over to the selected side of the screen.
4. Click OK.
Examples You might set up a profile for employees so they can only see and use the
Callback work rule. You might set up a profile for managers to use that allow
them to see and use other work rules, plus Callback. You might set up another
profile for payroll people that allows access to all defined work rules.
Note
If a work rule is added to the system after the profile is defined, it is not
automatically selected.
Currently Work Rules are not used as criteria or options in Reports or
HyperFind; therefore, this type of profile is not applicable to these areas of

23
The Reports profile is not applicable to Workforce Professionals.
Refer participants to the Report Data Access Profile section of

the Feature Configuration Survey as you discuss this topic.
Slide 70

The Report Data Access Profiles determine what reports you can access.
Creating a Report To create a report profile, use the following steps:

Profile
3. Move the appropriate reports over to the selected side of the screen.
4. Click OK
Example You might set up a report data access profile for managers that allows them to
see and use only data reports and selected list reports. You might have another
report data access profile for payroll people that allows access to all reports
defined.
You do not have to define a Report Data Access Profile for employees. My
Reports is built into the system and is a Function Access permission that is
typically assigned to Workforce Professional Employees.

24
Note
Customers are often curious as to what information or data
comes with Workforce Timekeeper 4. For a complete list of
pre-defined data, refer participants to Appendix A of the
Workforce Timekeeper Administrators Guide.
The following Genies come with Workforce Timekeeper 4:

! IS Summary
! Pay Period Close
! QuickFind
! Reconcile Timecard
! Shift Start
! Shift Close
! Schedule Outline
! Schedule Planner
! Schedule Snapshot
Write these steps on the white board.

Steps involved in building and assigning Workforce Genies:
1. Create column sets.
2. Create Workforce Genie.
3. Create a Workforce Genie Profile.
4. Assign the Workforce Genie Profile to a Display Profile.
5. Assign the Display Profile to a person.
Refer participants to the Display Profiles section of the Feature

Slide 71

Display Preferences 24
p y
Create columns for Genies
Create Genies
Create URLs
Create Genie profiles
Create URL profiles
Create display profiles
Define custom fields and

telephone fields for People
Record
You create a Display Profile by building each of its components from top to
bottom as listed in Display Preferences Setup.
! First you build the Workforce Genie columns.
! Next, you build the Workforce Genies.
! If you want links to outside Web pages, you create Custom URLs.
! Next, you create Workforce Genie Profiles and Custom URL Profiles.
! Last, you combine the profiles together into a Display Profile.
It is important to follow the order in which these items are presented when
configuring display preferences. Items that appear at the top of the list are
necessary to build items at the bottom of the list. If you do not configure these
items in order, you may not be able to build a Display Profile with all its
necessary pieces.
Site Defined Labels Site Defined Labels are an exception to this rule. They can be configured at
any time and usually only need to be defined during the initial installation of

25
What kind of columns would be helpful for you to have in a

Workforce Genie?
Show the correlation between the Pay Period Close Detail

column set and the Workforce Genie. Make sure you have the
Workforce Timekeeper browser open. Alt., Tab to the Pay Period
Close Genie to show how the column set matches the columns
displayed in the Genie.
The following Genie column options were added in version 4.2 of
Workforce Timekeeper:
! Individual Labor Level Name
! Individual Labor Level Description
! Employee Group
! Approved Manager Names
Note
If you type Shift | between words for the column label, this
will allow the label to appear on more than one line in the
Genie. For example, Type Number of Shift |,Employees
Shift | Not Approved. This would appear as a column label
that spans three lines instead of one continuos line.
Refer participants to the Workforce Genies section of the

Slide 72

Detail Column Sets 25
Change the order

in which the
columns appear.
Buttons
to add or
delete
columns
Creating a Detail Column set is the first step in defining Detail Genies. The
column choices you pick affect the display of information in the Genie to
which you assign this column set. You may need different column sets for
different types of managers or people in your organization.
Field Description
Name Enter a name that describes this column set.
Description Enter a description of this column set.
Add Columns You have a choice of 32 columns to display.
Customize column labels Label each column with a name that better describes
the column contents.
Customize column width 999 pixels is the maximum column width.
Note
Do not make the column sets too large because information displayed
becomes irrelevant or you have to scroll off the screen to see all columns. It is
better to make more column sets with fewer columns.

26
When creating Genie column sets do not use nested combined

pay codes. Total hours will display incorrectly. For example, do
not create a combined pay code called "Grand Total" that
contains combined pay codes called "All Regular, All OT," etc.

Field Description
Assignment column Available for Pay Code Totals columns, Custom
Field columns, Phone Number columns, and
Exceptions columns. Pay Code Totals can display
regular pay codes or combined pay codes. The
Custom Field column allows you to choose from
any of the defined custom fields. The Phone
Number column allows you to choose any of the
three Phone Number fields defined. The Exceptions
column lists all possible exceptions that can be
defined in the system. Make sure you pick only the
ones relevant to your configuration; otherwise they
are meaningless.
Sort order Choose the column to sort by and select ascending
or descending order for that column.
Additional buttons The arrows on the right side of the screen allow you
to change the order in which the columns appear.
The Add and Delete buttons let you add or delete
columns from this set.
Note
If hire date appears as a column, and a particular manager does not have
access to view hire date information, the column still appears, but is empty.

27
Show the correlation between the Payroll Close Roll-up column

set and the Payroll Close Workforce Genie. Make sure you have
the Workforce Timekeeper browser open. Alt., Tab to the Payroll
Close Genie to show how the column set matches the columns
Show participants that the columns in the Pay Period Close

Genie that say, No Employee Approval, really means Total #
of Employee Timecards Not Approved.
"Total Employees Not Approved by Manager" column choice
really means Total number of TIMECARDS that do NOT have
Manager approval. (Displays in Genie with Column label = No
Manager Approval)
Slide 73

Roll-up Column Sets 27
Change the order

in which the
columns appear.
Buttons
to add or
delete
columns
Creating a Roll-up Column set is the first step in defining Roll-up Genies. The
column choices you pick affect the display of information in the Genie to
which you assign this column set. You may need different column sets for
different types of managers or people in your organization.
Field Description
Name Enter a name that describes this column set.
Description Enter a description of this column set.
Add columns You have a choice of 9 columns to display.
Customize column labels Label each column with a name that better
describes the column contents.
Customize column width The maximum column width is 999 pixels.
Note
Do not make the column sets too large because information displayed
becomes irrelevant or you have to scroll off the screen to see all columns. It is
better to have more column sets with fewer columns.

28

Field Description
Assignment column Available only for Pay Code Totals columns and
Exceptions columns. Pay Code Totals can display
regular pay codes or combined pay codes. The
Exceptions column lists all possible exceptions that
can be defined in the system. Make sure you pick
only the ones relevant to your configuration;
otherwise they are meaningless.
Sort order Choose the column to sort by and select ascending
or descending order for that column.
Additional buttons The arrows on the right side of the screen allow you
to change the order in which the columns appear.
The Add and Delete buttons let you add or delete
columns from this set.

29
Show the correlation between the roll-up column set and the
Workforce Genie. Make sure you have the Workforce
Timekeeper browser open. Alt., Tab to the Genie to show how
the select labor levels to roll-up on match the labor levels
Take the time to explain the way that information is totaled and
displayed in a roll-up Genie. This is a VERY important concept.
Check for understanding before moving onto the next topic in
this section.
Who is the target audience for a roll-up Genie?
What type of columns would be helpful for you to have in a

roll-up Genie?
What labor levels would you most likely want to roll-up total
information by?
Slide 74

Roll-up Tab The Roll-up tab of the Roll-up column set has two purposes:
1. It determines the shorthand display of labor level information within the
Roll-up Genie. If you do not want all levels defined to be displayed in this
column set, select just the ones you want. For example: /201/301//
2. It also affects how totals by home labor account are broken out.
If pay code totals are selected as a column in the Roll-up Genie, the hours are
totaled by the lowest labor level selected on the Roll-up tab of the column set.
Example Total Regular Hours = 275:00. We have chosen to roll-up on the Location and
Department labor levels. The 275:00 of Regular is totaled by the lowest level
selected, which is Department. Using this example, department 301 has
275:00 Regular hours worked by the employees whose home account is 301.
You may need different column sets for different types of managers or people
in your organization.
Note
Refer to the Workforce Timekeeper browser. Select the Payroll Close Genie
to understand how labor levels and totals appear.

30
Note
A Detail Genie is built using the same fields as a Roll-up
Genie.
When entering names for these Genies be aware that too many
characters in the name cause the Genie name to be truncated
on the navigation bar.
Slide 75

Building Workforce Genies 30
Roll-up Genie
Creating Workforce After the column sets have been created, the next step is to create the different
Genies Genie types. There are six Genie types. They are:
! Roll-up Genie
! Detail Genie
! QuickFind Genie
! Schedule Planner Genie
! Schedule Outline Genie
! Schedule Snapshot Genie
Steps To create a Roll-up or Detail Genie:

1. Enter a name maximum 32 characters.
2. Enter a description maximum 256 characters.
3. Select a Default Hyperfind Query for this Genie. This query determines
who and what appear by default when the Genie is accessed from the
navigation bar.
4. Select the Default Time period. This determines what time period appears
by default when the Genie is accessed from the navigation bar. Your
choices are Current Pay Period, Previous Pay Period, Next Pay Period,
Week to Date, Last Week, Today, and Yesterday.
5. Select the column set that is appropriate for this Genie.
6. Click OK.

31
How is the QuickFind Genie different from the Detail and Roll-up
Genies?
Answer: No default HyperFind selection.
Slide 76

QuickFind Genie
Creating a 1. Enter a name maximum 32 characters.

QuickFind Genie 2. Enter a description maximum 256 characters.
by default when the Genie is accessed from the navigation bar. Your
choices are Current Pay Period, Previous Pay Period, Next Pay Period,
Week to Date, Last Week, Today, and Yesterday.
4. Select the column set that is appropriate for this Genie.
5. Click OK.
Note
Being descriptive in your naming conventions makes it easier when it comes
time to group the Genies in a profile and assign them within a display profile.
When entering names for these Genies be aware that too many characters in
the name cause the Genie name to be truncated on the navigation bar.

32
How is the Schedule Outline Genie different from the other

Genies we have configured so far?
Answer: No column set and the time period options are different.
Note
When entering names for these Genies be aware that too
many characters in the name cause the Genie name to be
truncated on the navigation bar.
Slide 77

Schedule Planner Genie
Building Schedule Schedule Genie columns are predefined in the Workforce Timekeeper system.
Genies There are no column choices here.
Creating a Schedule 1. Enter a name maximum 32 characters.

Outline Genie 2. Enter a description maximum 256 characters.
3. Select a Default Hyperfind Query for this Genie. This query determines
who and what appears by default when the Genie is accessed from the
navigation bar.
by default when the Genie is accessed from the navigation bar. This time
period is different from the time period found in the other types of Genies.
The choices for time periods here are: Current Schedule Period, Previous
Schedule Period, Next Schedule Period, Yesterday, Today, and Last
Week. You do not actually select the schedule period here. This allows
the Genie and the selected schedule period to be relevant to the user who
is assigned this schedule Genie.
5. Click OK.
Note
Schedule Periods are discussed later in this section.
Note
The Schedule Planner is one of three schedule Genie types. Each
scheduling Genie type is defined in the same way.

33
Show the correlation between the Workforce Genie profile and

the display of the Genies on the navigation bar.
Make sure you have the Workforce Timekeeper browser open.
Alt., Tab to the Workforce Timekeeper browser to show how the
order of the Genies on the navigation bar matches the order
displayed in the Super Access Workforce Genie profile.
Slide 78

Building Workforce Genie Profiles 33
Default Genie
The order in
which the
Genies appear
on the
navigation bar.
Change the
order in
which the
Genies
appear.
Workforce Genie Individual Workforce Genies are grouped together in a profile. The Genie
Profiles profile is assigned to a Display Profile. The Display Profile is then assigned to
Workforce Professional Employees and/or Workforce Managers in the People
record. The Genie profile determines what Genies display for a Workforce
Manager when they log into the Workforce Timekeeper browser and the order
in which they display.
Building Workforce A Genie Profile groups together the Genies you built earlier for different
Genie Profiles types of people. To create a Genie profile for a Manager:
1. Select the Genies from the Available Genies list that the manager will see
when logged on to the Workforce Timekeeper system.
2. Click Add to move these Genies to the Selected Genies list.
The Genie at the top of the Selected Genies list is the default Genie that
appears when a manager assigned to this profile logs on. The order of the
Genies in the Selected Genies list determines the order in which the Genies
display on the navigation bar. Use the arrows to change the display order of
the Genies.
Note
Be descriptive in your naming conventions. Name these profiles for the type
of Workforce Managers to which they will be assigned. You could potentially
have many Genie Profiles.

34
Refer participants to the Custom URLs section of the Feature

Slide 79

Creating Custom URLs 34
Custom URLs (Uniform Resource Locator) allow users to access another

Web site(s) from within the Workforce Timekeeper product. You can display
links to other Web sites on the navigation bar, under My Links, or on a
right-click menu from within a Workforce Genie. This Custom URL is
assigned to a Custom URL Profile. You can have different URLs defined and
displayed for different types of users.
Steps 1. Enter a name for the URL.

2. Enter the Web site address. (You need to enter the full address, starting
with http://)
3. Select the appropriate check box.
! Display on the Navigation Bar - this displays the URL under My
Links on the Navigation Bar.
! Display on the Genie pop-up menu - this displays the URL as an
option found when you right-click within the cell of a Detail, Roll-up,
or QuickFind Genie.
4. Click OK.
Note
When entering names for this custom URL, be aware that too many characters
in the name causes the URL to be truncated on the navigation bar.
Assigning Custom Once Custom URLs are defined, they are assigned within a Custom URL
URLs to a URL Profile. This profile determines what URLs appear on the Navigation Bar
Profile and/or a right-click menu within a Genie for certain types of people.
The Custom URL Profile is assigned to a Display Profile. The Display Profile
is then assigned to Workforce Professional Employee and/or Workforce
Manager.

35
Display profiles are assigned in the People record on the Role
workspace.
Workforce Professionals and Workforce Managers are assigned

a display profile.
Refer participants to the Display Profiles section of the Feature

Slide 80

Building a Display Profile 35
The Display Profile is where you assign the Workforce Genie Profile and
Custom URL Profile, as well as select other information that affects the
display of information for the user assigned to this profile. The Time Display
tab in the Display Profile applies to all types of people.
Creating a Display 1. Enter a name. Be descriptive.

Profile 2. Enter a description.
Time Display Tab Duration Display - Select how you want duration amounts to appear: hours
and minutes, or hours and hundredths.
Time Display - Select how you want time to appear: 12-hour, or 24-hour
format.
Note
The time display options control how time displays in the Workforce
Timekeeper browser, not in Workforce Timekeeper Setup.

36
This is for shorthand entry of labor account information only.

The shorthand notation does not apply to Reports or Import.
The display of labor level information was entered when you
set up the Roll-up column sets.Stress the note above with
participants. Make sure they understand the difference between
shorthand notation and display of labor levels in the Roll-up
Genie.
Slide 81

Display Profile: Labor Account 36
The Labor Account tab in the Display Profile applies to all types of people.
The Labor Account tab controls whether labor entry descriptions appear on
mouse over in the Timecard Editor, and if you want to allow shorthand entry
or notation of labor account transfers.
Show Labor Level Select the check box if you want labor level entry descriptions to appear when
Entry descriptions you mouse over a labor account in the Timecard or in a Genie. Descriptions
are the names of the entries.
Use shorthand Select the check box if you want to allow shorthand entry of a labor account.
Labor Account The shorthand labor level entry preferences allow you to set a way to enter
notation only those labor levels that are routinely changed, while retaining the ability
to enter the full labor account, when needed.
For example, would you rather enter, 101/201/301/401/501/601/701 or
///401///?
Labor Levels to Select the appropriate check boxes for the Labor Levels to include for
include for shorthand notation. For example, Department, Cost Center, and Job.
shorthand notation
Note
This is for shorthand entry of labor account information only. The shorthand
notation does not apply to Reports or Import. The display of labor level
information was entered when you set up the Roll-up column sets.

37
Why would you allow people to edit their timecards in the future?
Answer: So employees could enter vacation or leave time, and
so on.
Slide 82

Display Profile: Timecard 37
The Timecard tab in the Display Profile applies to all types of people. This tab
lets you specify the start day for those assigned to the Project time entry
method, and whether people can edit their timecards in the future.
Project view start Select the start day for the Project view timecard. If people assigned to this
day Display Profile have a project view timecard, do you want them to be able to
see a start day that is different from the pay period start day? For example, the
pay period runs Monday - Sunday, but you want them to be able to see
Sunday as their start day for this time entry method. This might be useful if
they work the third shift and actually start work on Sunday night. Select the
project view start day.
Workforce Determine Workforce Professional access to Timecards in the future. Are

Professional access employees who enter their own worked or leave time allowed to edit their
to Timecards in the timecards in the future? If yes, check the Edit future timecards box. Enter
future
the number of days into the future in which they can make edits to their
timecards.

38
Slide 83

Display Profile: Manager Selections 38
The last step in creating a Display Profile is to select options on the Manager
Selections tab.
Schedule Period The Schedule Period field is where you select the specific schedule period
(Weekly, Fiscal Period, 6 week schedule period, and so on) that people
assigned to this profile see by default. This allows you to assign different
people to the same Schedule Genie, but to different schedule periods.
Note
Schedule periods are relevant to assign to a Display Profile that is assigned to
Workforce Professional employees because schedule periods are used in
reports. Workforce Professional employees have access to a report called My
Schedule.
Workforce Genie The Workforce Genie Profile field is where you assign the selected Genies
Profile you want available to this person. It determines their default Genie and the
order in which the Genies display on the navigation bar.
The Workforce Genie profile is usually only assigned to Workforce
Managers. Typically, you do not assign a Genie profile for Workforce
Professional employees, since they enter only their time and run reports for
themselves.
Custom URL Profile Assign a custom URL Profile that was previously created. This can be
assigned to employees and managers.

39
The custom fields are found in the Additional Information

workspace of the people record.
The Telephone Field Labels are found in the Contacts
workspace of the People record.
Refer participants to the Custom Fields section of the Feature

Slide 84
Slide 85

Site Defined Labels 39
Custom Field Labels Custom Field Labels are a part of the people record. You can customize the
label of each of these fields to suit your companys needs. You can have up to
ten custom fields defined. Only those fields with defined labels appear in the
people record.
Once these fields are labeled, you can import information into them.
Telephone Field In the People record, there are three fields available to enter telephone
Labels numbers. You can customize the labels for each of these fields.
You can import peoples telephone information into these fields.

40
Mention to participants that it is a good idea to ask current

company supervisors or timekeepers what kinds of comments
they would like to see in the Workforce System. Ask these types
of people to send in their top 5 comments and the
Implementation team can use this to compile a useful list of
comments for its organization.
Note
Comments with code numbers are accessible only from a
Timekeeper Terminal. (This will be implemented in future
releases.)
Slide 86

Comments 40
Comments Comments can be added to Workforce Timekeeper in Setup Applications.

You can define up to 999 comments. Comments can be attached to punches,
duration amounts, pay code edits, and historical edits.
Adding a comment To add a comment:

1. File > New,
2. Enter Comment Text, up to 50 characters
3. If you wish to associate a code number with this comment, select the
check box Use code number. Enter a unique number 1-999.
What can you do Comments can be inactivated or deleted. If a comment has already been
with comments? associated with a punch, pay code edit, and so on, it cannot be deleted from
comment setup. Instead, you must choose to inactivate the comment.

41
Setup Options The following setup options are configured in the Workforce
Timekeeper 4 browser.
Have participants access the Workforce Timekeeper browser to
follow along as you explain the next few pages.
Participants should use the log on User Name: psuper;
Password: psuper (all lowercase).
Refer participants to the Schedule Periods section of the Feature

Slide 87

Schedule Periods 41
Accessing Schedule Schedule Periods are defined in the Workforce Timekeeper browser. To
Periods access Schedule Periods, go to the navigation bar, then click Setup > Schedule
Periods.
Schedule Periods A schedule period is a time period based on how you schedule your
employees. It is different from a pay period. It determines the time period you
view when accessing schedule information.
For example, your company has a bi-weekly pay period, but your employees
are scheduled based on a 28 day rotation. Managers or employees would view
schedule information for the 28 day rotation instead of by the pay period.
Schedule periods are assigned to a Display Profile. A Display Profile is
assigned to Workforce Professional Employees and/or Workforce Managers.
You can assign different schedule periods for different Display Profiles.
For example, department managers schedule their employees on a weekly
basis. We would assign a weekly schedule period to the Display Profile that is
assigned to a department manager. Nursing managers schedule their
employees based on a 28-day rotation. We assign the 28-day schedule period
to the Display Profile that is assigned to a nursing manager.
Facts ! You cannot delete a schedule period that is assigned to a Display Profile.
! After a schedule period is created, you cannot update or edit it. You must
add a new schedule period and re-assign it to a Display Profile.

42
Refer participants to the Labor Level Sets section of the Feature

Slide 88

What is a Labor Level Set? 42
! Determines who managers can see.

! Determines what labor entries you can transfer time between.
Labor Level Set - Labor Level sets have two purposes in Workforce Timekeeper. First, Labor
Employee Group Level Sets determine who managers can see when they log into Workforce
Timekeeper. This is known as an Employee Group. This Labor Level Set or
Employee Group determines who all the home employees are for each
Workforce Manager. The Employee Group is assigned to People on the Role
workspace of the People record in the Workforce Manager area.
Labor Level Set - The second type of Labor Level Set is a Labor Level Transfer Set. The Labor
Labor Level Level Transfer Set determines what labor entries you can transfer time
Transfer Set between. Since labor level transfers can be done by both employees and
managers, we can set up different transfer sets that are assigned to employees
from transfer sets that are assigned to managers. This provides a company
with maximum flexibility in determining who can access labor entries defined
in the system.
Labor Level Sets - When creating a labor level set you determine the type. It can be saved as a
All Sets Labor Level Set that defines an Employee Group. It can be saved as a Labor
Level Set that defines a Labor Level Transfer Set. The last option is to save a
Labor Level Set as the type All Sets. This means that this Labor Level Set
can be used as either an Employee Group or a Labor Level Transfer Set.

43
Show participants how to access the Labor Level Set List

Manager.
Slide 89

Accessing Labor Level Sets 43
New or Edit in the People Editor
Import into
Workforce
Timekeeper
New, Edit, Duplicate from the

navigation bar >Setup
You can create or access Labor Level Sets from two different places within
Workforce Timekeeper:
! Select Setup > Labor Level Sets from the navigation bar.
! Edit or create new Labor Level Sets from within the People record.
Labor Level Set After selecting Setup > Labor Level Sets, the Labor Level Set workspace
Workspace appears. It displays all defined Labor Level Sets, including name, description,
and type. Use this workspace to manage the different types of Labor Level
Sets defined in your organization.
Workforce Timekeeper comes with two labor level sets already defined:
! All Labor Accounts. This labor level set can be used as either an
Employee Group or a Labor Level Transfer Set. It allows access to all
labor levels and entries defined.
! Empty Profile. This labor level set can be used as either an Employee
Group or a Labor Level Transfer Set. It denies access to any and all labor
levels and entries defined.

44
Note
You must have at least one entry defined for each level
when creating an Employee Group or All Sets type.
Fact An entry is required at each labor level for a Labor Level Set that
is saved as an Employee Group or All Sets type because you are
required to specify exactly what entry or entries defines whom a
manager can view in Workforce Timekeeper.
The default is to view all entries at all labor levels.
If time permits, show participants the area of the People record
where Employee Groups and Labor Level Transfer Sets are
assigned. (Role workspace)
Slide 90

Creating Labor Level Sets 44
Defining a Labor Level Set includes these steps:
Steps 1. Select the type of Labor Level Set from the Use in drop-down box.
! Select Employee Groups if you want the set to be used only as an
Employee Group.
! Select Labor Level Transfer Sets if you want the set to be used only
as a Labor Level Transfer Set.
! Use All Sets if you want the set to be used as both an Employee
Group and Labor Level Transfer Set.
Note
You must have at least one entry defined for each level when creating an
Employee Group or All Sets type.
2. Select the option for the Labor Level in which you want to add entries. To
search for specific entry names or descriptions, enter the appropriate
characters and any supported wildcards and click Search. Entries or
descriptions matching the search criteria will appear in the window below
the Name or Description field.
3. Select the entry or entries you need and click Add.
4. Repeat steps 3 and 4 for each labor level.
5. After saving the set, enter a Set Name and description. Use a descriptive
Set Name.

45
Spend time on the labor level set facts.

Facts About Adding ! If you want to include all entries at a given labor level, simply use the *
Labor Level Sets wildcard. For example, enter 5* on the fifth labor level. This means that
this person can transfer time between or have access to any employee at
the 500 level.
! For a given labor level, you can enter %0%. This means that this person
can access entries at this level that have any single character as its first
number, a zero as the middle number, and any character as its last
number. Other supported wildcards are _ and?.
! Before saving this Labor Level Set, select the correct Type. Will this be a
Labor Level Set for All sets, Employee Groups, or Labor Level Transfer
Sets?
! When saving a Labor Level Set as an Employee Group or All Sets type
you are required to specify at least one entry at each labor level.
! When creating a new Labor Level Set of any type, the default is access to
all entries at all levels.
! There are function access rights that control who can add or edit Labor
Level Sets.
! Labor Level Sets can be imported.
Review Employee Group Determines what employees you have access to as a

Workforce Manager.
Labor Level Transfer Profile, Workforce Manager Determines what labor
level entries you can transfer your employees time between, as a Manager.
Labor Level Transfer Profile, Workforce Professional - Determines what
labor level entries you can transfer your own time between, as an employee.
Note
Labor Level Sets can be imported. When importing these sets, use 0,1,2 to
designate the type of set.
0 = All Sets, 1 = Employee Group, 2 = Labor Level Transfer Set

46
Refer participants to the Workflow Notification section of the

Slide 91

E-mail Integration vs. Workflow Notification 46
E-mail Integration E-mail integration allows customers to invoke their local e-mail client, such
as Microsofts Outlook or Lotus Notes, from within Workforce Timekeeper to
send e-mail messages or information about timecards to selected people.
Workforce Managers are the target audience for this capability. Managers can
select one or more employees and choose E-mail from the Action menu.
This invokes the customers e-mail client and populates the highlighted
names in the recipient's field and the user/manager who is currently logged
into the system as the sender. The manager can then type a message and
e-mail to this group of people.
E-mail messages invoked from the Action menu are usually created on an
as-needed basis. For example, a manager might want to send an e-mail to
employee or group of employees to notify them that they are approaching
overtime.
Workflow Workflow notifications allows customers to configure the system to

Notification automatically send e-mail reminders or alerts at scheduled times or when
certain events occur.
The difference between the e-mail integration and the workflow e-mail
notifications is where they are set up and who might have access to them. The
other difference is that e-mail notifications are set up to be sent out
automatically, whereas the e-mail integration options available are done
manually. System administrators are usually the audience that is responsible
for setting up the workflow e-mail notifications.

47
Review each notification type with participants.

The Function Access Profile contains an area that controls
workflow notifications. This controls if the intended recipients
should receive the e-mail alert.
Access points ! E-mail when timecard edit occurs after employees approval
available for e-mail the employee when a manager edits the timecard
Workflow after employee approval
Notifications. ! E-mail when timecard is approved e-mail the employee
when the timecard is approved
! E-mail when timecard is signed-off e-mail the employee
when the timecard is signed off
! E-mail a completed group edit e-mail managers when they
perform a group edit and it completes
! E-mail a incomplete group edit e-mail managers when they
perform a group edit and the process does not complete
! E-mail event status e-mail managers the status of their
scheduled event
Remember, if you want employees or managers to receive these
types of notifications, you must have these access controls set to
Allowed.
Slide 92

Workflow Notifications 47
Access to Workflow Workflow notifications appear on the navigation bar under System
Notification Configuration. The Function Access Profile determines who has access to this
area of the system.
Types of Workflow There are ten different types of workflow notifications.

Notifications For employees, pay period based This type of notification is sent to
employees to indicate certain information on a pay period basis.
Timecard signed off by manager This type of alert is sent to employ-
ees to indicate that their timecard has been signed off by their manager.
Timecard approved by manager This type of alert is sent to employ-
ees to indicate that their timecard has been approved by their manager.
Timecard edited by manager after employee approval -This type of
alert is sent to employees to indicate that their timecard has been edited by
their manager after the employee approved it.
For managers, pay period based - This type of notification is sent to
managers about information regarding their employees on a pay period
basis.

48

Workflow Group edit failed This type of alert is sent to managers, supervisors,
Notification Types and administrators to let him or her know a group edit has failed to com-
Continued plete.
Group edit completed This type of alert is sent to the person who initi-
ated the group edit to let him or her know the group edit has completed.
Application server booted This type of alert is sent to an administrator
to let him or her know the application server has rebooted.
Database server unavailable This type of alert is sent to an administra-
tor to let him or her know the database server is unavailable.
Event status This type of notification is sent to supervisors or adminis-
trators to let him or her know the status of a scheduled event. No auto-
matic status notice will be sent out for scheduled reports. Other types of
scheduled events are supported by this notification type.

49
Slide 93

For Managers, Pay Period Based 49
Setting up Workflow As we have learned, there are ten different types of Workflow Notifications
Notification that can be set up in Workforce Timekeeper. Depending on the needs of your
company you may need to configure a few notifications or many notifications.
There can be multiple instances of any notification type to accommodate your
company's requirements.
Setting up a To set up notification to managers that they have employees who have not
Manager, Pay Period approved their timecards each pay period, follow the steps below.
Based Notification
1. In the Workflow Notification workspace, select New.
2. Select the notification type, For managers, pay period based.
3. Enter a name for this notification type.
4. Enter a description for this notification type.
5. In the Recipients drop-down list, select an existing HyperFind or edit a
HyperFind from the drop-down list to gather your manager base.
6. In the Employees drop-down list, select an existing HyperFind or edit a
HyperFind from the drop-down list to gather your employee base.
7. Select the pay period type that matches the group of people in the selected
HyperFind.
8. In the Send box, select a number of hours or days.
9. In the Send box, select an option of after end of pay period or before
end of pay period.

50
Ask participants if they can think of another example of a

manager-based, pay period notification that they might want to
implement at their facility.

Manager Pay Period 10. Click the Show next 4 occurrences button to confirm that you selected
Steps Continued the right dates and times that this notification will be sent.
11. Enter text in the Subject line.
12. Enter text in the Message body.
13. Put your cursor in the Message body field. Click Insert Custom Tag.
Employee list displays. Click OK.
14. Select Save.
Example This notification goes out to all Workforce Managers every two weeks, one
day after the pay period ends. The notification will identify the home
employees of each manager who have satisfied the criteria of not approving
their timecards. The body text will list the employees by name and request
that each manager send a reminder to each of the employees who appear in
the list.

51
Take the time to review with participants the concepts of

Approval, Sign-off, and Payroll Lock. It is important to stress that
these concepts will affect how a system is implemented.
Participants need to discuss who does each of these functions,
the timeframe in which they are to be performed, if there will be
any exceptions allowed, and who will contribute to these policy
decisions.
Slide 94

Approval, Sign-off, and Payroll Lock 51
It is important to understand the concepts of Approval, Sign-off and Payroll

Lock and how they work together to insure the integrity of data in your
Workforce Timekeeper System.
Approval Approval is an indication of acceptance, and indicates that the timecard is

finished being edited and is ready for payroll processing. It is also a way for
more than one manager to approve an employee's timecard for which they are
responsible.The timecard feature of Workforce Timekeeper supports two
different types of approvals, Employee and Manager. This allows you to have
as many approval levels as your company requires.
Depending on your company's timecard approval process, you may have
several review and approval cycles. For example, the employee, supervisor,
and department manager may each approve the timecard, one after another.
Each approval is recorded in the audit trail, which is located at the bottom of
the timecard window.
Sign-Off When the timecard is complete, accurate, and ready for submission to payroll,
a final sign-off closes the timecard from further edits and approvals. If you
have rights to access the sign-off feature, you can sign-off employee
information for the previous pay period. This prevents additional timecard
and schedule edits from being made. Usually, only payroll managers are
given access to the sign-off feature. If necessary, the sign-off can be removed.
Payroll Lock Payroll lock prevents unauthorized users from making changes to timecards
that have already been sent to payroll. At a specified time, the payroll
manager, or any other authorized user can perform a Payroll Lock, usually
just before processing the data and issuing checks.
Caution
Payroll Lock is irreversible, and cannot be removed.

52
Take the time to review each fact with participants. If necessary

illustrate how Approval, Sign-off, and Payroll Lock work by
illustrating the different pay periods on the whiteboard or chart
paper.
It is important for customers to have a policy in place prior to
their go-live date.
Stress the difference between Sign-off and Pending Sign-off.

When the sign-off function is run, a message is passed to the
application server and the employee's in this group are flagged
to be signed off. When the supervisor makes this request, the
sign-off is pending. When the background processor sees the
sign-off flag it then signs-off the employee data and writes this
information to the database.
The column labeled "Sign-off Pending or not Issued," in a Roll-up
Genie, is the number of employees that have had a supervisor
make the request to sign-off and the background processor has
not written this data to the database yet. It also includes those
who have not been issued the request yet. It is important to note
that the pending sign-off state closes the timecards to any further
edits.
The column labeled "No Sign-off Issued," in a Roll-up Genie, is
the total number of employees in this group that have not had
the sign-off request made on their data. The pending sign-off
employee's are not included in this total.
To see the individual employee's who need to be approved or
signed off run the Pay Period Close Genie.

Facts about ! Employee approvals lock the employee from from making further
Approving changes to the timecard. Managers can still make edits/corrections to an
Timecards: employee-approved timecard.
! Manager approvals also lock the employee from making further changes
to the timecard although other managers may still be able to make
edits/corrections to this timecard.
! You can only approve a timecard for the entire pay period, not a range of
dates. If you approve a timecard before the end of the current pay period,
the employee cannot make any further additions.
! An error message appears if you attempt to modify data in an approved
timeframe.
Facts about ! Sign-off can be performed either in the timecard to an individual or in a

Sign-off: Workforce Genie to one or more employees.
! You cannot sign-off on the current pay period. To perform the sign-off in
the timecard, you must select the previous pay period as the timeframe.
! Sign-off does not prompt for a date. All previous data that is not signed
off becomes signed off when the sign-off is performed.
! The timecard grid of a signed-off timecard displays a gray background.
! Your user account and Function Access Profile determines whether you
have permission to use either function.
! Remove sign-off removes the last sign-off performed.
! Removing sign-off is not limited to the previous pay period timeframe. It
can be performed in any timeframe.
! You can remove sign-off for any data that has not had payroll lock
applied.
Facts about Payroll ! Although a payroll lock is irreversible, and cannot be removed, you can
Lock: use historical edits to add, delete, or move hours in a signed-off or locked
pay period.
! Assume data is not locked and a change is made to a Pay Rule. An
operator removes the sign-off. The totalizer will re-calculate all the
newly unlocked data using the changed Pay Rule. This destroys data
integrity. Remove sign-off cannot be performed on locked data.
! Payroll lock can be performed on some or all employees.
! Performance will suffer if supervisors do not routinely lock data. Each
time an employee's record is accessed, Workforce Timekeeper
re-totalizes all unlocked data.

53
Slide 95
Slide 96
Slide 97

Summary 53

time.
! Recognize what makes up a person in Workforce Timekeeper.
! Understand how Workforce Timekeeper is configured to accommodate
pay policies.
! Recognize the difference between Calculated and Non-calculated
Accruals.
! Identify how Wage Profiles can affect how employees are paid.
! Describe the different types of Access Profiles.
! Assemble a Workforce Genie.
! Create a Comment.
! Recognize the difference between a Pay Period and a Schedule Period.
! Recognize the purpose of Labor Level Sets.
! Recall the different Workflow Notifications available in Workforce
Timekeeper.
! Recognize the importance Approval, Sign-off, and Payroll Lock in
protecting data integrity.
Interpret Workforce Timekeeper configuration terminology.


Section 5
Communications Overview

! Identify the components of Data Collection Manager.
! Recognize Data Collection Manager terminology.
! Explain how data flows from Timekeeper Terminals to the Workforce
! Describe the differences between a local and network installation.
! Identify Timekeeper Terminal configuration options.
1
Slide 98
Slide 99
Section 5 Communications Overview
This section takes approximately 1 hour to complete.
Purpose This section provides an overview of Data Collection Manager

components and configuration. This section also presents
terminology related to DCM, an overview of local and network
installations, and Timekeeper Terminal configuration options.
Since most participants of this workshop will not actually be
installing DCM themselves, this information is presented as an
overview. More detail is available in the Data Collection Manager
Configuration and Support course.
Setup The Facilitator should have a copy of the Pre-Implementation

PowerPoint Presentation loaded on a computer. The Facilitator
needs to have a data-projection device available.
Facilitator The Facilitator will give participants an overview of DCM, discuss

Instructions the flow of information between Timekeeper Terminals and the
Workforce Central 4 database, and highlight the differences
between local and network installs. The section concludes with
Timekeeper Terminal configuration options.
DCM Installation Mention that the Data Collection Manager Installation Guide is
Guide available on the product CD.
DCM Release Stress the importance of reviewing the DCM release notes,
Notes which contain late-breaking news on system requirements,
service packs, etc. You can access the Release Notes from the
DCM main menu from Start > Programs > Data Collection
Manager - WTK > Release Notes.
Slide 100

Data Collection Manager 2
Data Collection Manager (DCM) is a flexible suite of applications designed to

configure, collect, transfer, and monitor the flow of data between Workforce
Timekeeper 4 and data collection devices. The following diagram represents a
typical configuration of Workforce Timekeeper 4 and DCM. The individual
components will be discussed in more detail later in this section.
WTK 4
Browser Clients
WTK 4 Database
Data Collection Application Server
Devices DCM Comm PC Server
WTK
Database
Ethernet
Note
In a production environment, the Workforce Timekeeper 4 application server,
database server and browser clients each reside on separate PCs, as does the
DCM Comm PC. In Kronos training facilities, however, all components are
installed on one PC. Keep this difference in mind as you learn about data flow
concepts later in this section.

Slide 101

DCM System Requirements 3
This topic reviews the following areas:

! DCM hardware requirements
! Comm PC requirements
! Device support for Workforce Timekeeper
The DCM setup program installs all DCM program files on every PC where it
is installed. For details on system requirements and installation procedures,
see the Data Collection Manager Installation Guide, available on the product
CD.
Hardware Hardware includes the following components.

Requirements ! Communication PC (Comm PC): One or more PCs on which DCM is
installed. The Comm PC performs the central DCM function; that is, it
receives data from devices and sends the data to the database.
! Monitor PC: One or more optional PCs on which DCM is installed. This
PC monitors communication between devices and the Comm PC. For
example, a Monitor PC might be located at an IS department so that DCM
transaction processing can be observed and tracked.
! Data collection devices: A device that collects time, attendance, and
other labor management information, such as the Kronos 4500 terminal.
A typical configuration also includes a Workforce Timekeeper application

server and a database server, as illustrated below.
WTK 4
Data Collection Application Database
Devices DCM Comm PC Server Server
WTK
Database
Ethernet

Memory Calculator Review the Memory Calculator table on the next page, which
describes how to accurately estimate memory requirements for
different system configurations.
DCM Collection The DCM Collection Agent, which is listed in the memory
Agent calculator, has two roles: first, it collects punches from 4500
terminals. The DCM Collection Agent also has a second role; it
can be used to process transaction input files.
The DCM Collection Agent requires 7 MB. Only one instance of
the DCM Collection Agent is required (in other words, you do not
need multiple DCM Collection Agents in order to support multiple
4500 terminals.)
Slide 102
Slide 103

Comm PC The following table lists minimum requirements for the Comm PC.
Requirements
Minimum
Item
Requirements
Central Processing Unit or CPU 300 MHz or higher
RAM 256 MB
(See Memory Calculator table below for
optimization suggestions.)
Hard disk capacity available 50 MB at any given time
Monitor screen setting 800 x 600 with 256 colors
Total RAM requirements depend on several variables, such as the operating

system, number of devices, employees, and collections for the system and PC.
Database access and network traffic also affect system performance. The
Memory Calculator table below describes how to calculate RAM on your
Comm PC for optimal performance.
Memory Calculator
Item RAM Requirements

Communication Channels (10 Number of channels x 10 MB
maximum per Comm PC)
Sentinel 7 MB
Workforce Timekeeper application 10 MB
connection
DCM applications, such as Event Number of applications x 5 MB
Manager, Device Manager, etc.
DCM Collection Agent 7 MB
Total RAM for DCM <Total of rows 1 through 6>
Also include 16 MB (NT Workstation) to 64 MB (Windows 2000

Professional) or 128 MB (Windows XP Professional) of RAM for the
operating system and 150% of your total calculated RAM requirements for
swap space.
The amount of swap space that you need depends on the total load on your
system. When combined with the operating system, DCM, and any RAM for
other applications, the swap space should not exceed the actual system RAM.
Maximum Number The following limits apply to comm channels:

of Devices per ! up to 20 Ethernet devices can be assigned to an Ethernet comm channel
Comm Channel
! up to 30 serial devices can be assigned to a serial comm channel
! up to 50 modem devices can be assigned to a modem comm channel
! up to 50 Kronos 4500 terminals (Ethernet or modem) can be assigned to
an Ethernet or modem comm channel
! A maximum of 10 comm channels can reside on one Comm PC.

Review the example memory calculation on the following page.
Slide 104

Example Memory Calculation
The following example calculates memory requirements for a single Comm
PC using DCM with Workforce Timekeeper.
Item Instance RAM

Comm Channels 3 x 10 MB 30 MB
Sentinel 1 x 7 MB 7 MB
Workforce Timekeeper 1 x 10 MB 10 MB
application connection
DCM applications 2 x 5 MB 10 MB
running: Comm Monitor,
Event Manager
DCM Collection Agent 1 x 7 MB 7 MB
Total RAM for DCM 64 MB
Operating system (NT) 16 MB
Suggested swap space 64 + 16 = 80 MB 120 MB
150% of 80 MB
Suggested system RAM 200 MB
for this setup
Ports For all devices except Series 4000 devices, UDP ports 1200-1206 are used for
communication.
If you are using Series 4000 devices, DCM uses the DCM Collection Agent,
httpsvr.exe, to collect transactions. There is one DCM Collection Agent for
each Comm PC. The DCM Collection Agent uses TCP port 8888. DCM
communicates with Series 4000 devices through the DCM HTTP client using
TCP port 80.
You must open both port 8888 and port 80 through your companys firewall.

Review the summary and poll the class for any questions before
you continue.
Slide 105

Summary of System Requirements 6
In summary:
! Hardware requirements for DCM include:
a Comm PC
an optional Monitor PC
Timekeeper devices
! Minimum Comm PC requirements include:
300 MHz processor
256 MB RAM
hard disk capacity of 50 MB
800 x 600 monitor resolution
Since RAM requirements vary, see the memory calculation table to
make more accurate estimates
! Workforce Timekeeper supports several Kronos devices, including Series
400 and Series 4000 terminals.

The next part of this section discusses the following concepts,

which are all related to Timekeeper devices.
! communication methods
! collection methods
! how to enter a device ID and IP address at the device
Communication The type of device that you select may determine the type of
Methods communication method. For example, the 480 device supports
Ethernet, serial or modem but the 4500 terminal only supports
Ethernet and modem communication.
! Ethernet
! serial
! modem
Collection After reviewing the types of devices and communication

Methods methods, explain the difference between batch and online data
collection.
Batch
Batch data collection relies on being triggered by a Collect
event that you set up and schedule in the Event Manager. Data
is collected from devices at regular intervals that are determined
by the schedule that you set up. You always use batch collection
with modem devices. Optionally, you may use batch collection
with serial or Ethernet devices.
Online Online data collection constantly checks for data, in real-time.

Use online data collection with serial or Ethernet devices. You
cannot use online data collection with modem devices.
Slide 106
Slide 107

Devices: Communication and Collection Methods 7
Depending on your network configuration and traffic, you may prefer one
communication and collection method over others. For example, if you have a
fiber optic network and Ethernet devices, you may find the most efficient
collection method is online. On the other hand, if you have a frame relay
network and Ethernet devices, it may be more efficient to select batch mode.
(Frame relay packets hold more data than other types of packets. Using batch
mode allows you to fill up the packets with punches, which will maximize
network performance.)
Communication Three communication methods are available:

Methods ! Ethernet: Ethernet devices must have an assigned, static IP address on
the network.
! Serial: Devices must be connected directly to a Comm PC or a smart
converter. Note: Series 4000 terminals do not support a serial option.
! Modem: Devices use a modem to communicate between the Comm PC
and the device. You must use the Event Manager to set up the polling
interval between the Comm PC and the Timekeeper devices. The Series
4000 modem option uses a Remote Access Service (RAS) to configure
the modem option.
Ethernet Serial Modem

(RS 232)
Comm PC
Modem
Smart Converter II
Ethernet
Collection Methods Two types of data collection methods are available: batch and online.
! Batch: checks for data at times that you determine. You specify the time
and frequency of batch collection with the DCM Event Manager. You
must use batch for modem devices; you may use batch for serial and
Ethernet devices.
! Online: sends data in real time. You may use online for serial and
Ethernet devices.
Which method you use depends on the type of network you have, the type of
device communication, and other factors having to do with your environment
such as network traffic.

In addition to devices, DCM includes two additional system

components: the Comm PC, and, optionally, the Monitor PC
(formerly referred to as the Viewer PC).
As you explain these concepts, refer to the PowerPoint slide to
introduce the role of the Comm PC, the Monitor PC, and finally,
the Workforce Timekeeper application server and database
server.
Slide 108

Comm PC and Monitor PC 8
Besides devices, there are two additional DCM hardware components that
you should be aware of: the Comm PC and the Monitor PC.
WTK 4
WTK
Database
Ethernet
Optional DCM
Monitor PC
Comm PC The Comm PC acts as a middleman between the database and devices.
Transactions from devices do not flow directly to the database; instead, data
flows through communication channels to the Comm PC. In turn, the Comm
PC routes punches to the Workforce Timekeeper application server. From the
application server, punches flow into the database. It is possible to have more
than one Comm PC.
Monitor PC A Monitor PC is an optional component. You might use a Monitor PC to view

punch processing from a location independent from the Comm PC, such as
your IS department. Monitor PCs are helpful for support reasons but are not
necessary for a DCM system.
DCMHOME Share When DCM is installed, all Comm PCs and Monitor PCs in the DCM network
Directory need to share information. For DCM to share information, you need a shared
directory, referred to as the DCMHOME directory. The DCMHOME
directory allows read-write privileges so that information can be shared
among all Comm and Monitor PCs.

Explain the distinction between valid punches and invalid

punches.
For users of previous versions of DCM, note that the
dcminvalidtrx.tbl used to be called the rawtransaction.tbl.
Note that throughout online help and the DCM system, there are
references to transactions. This is another way of referring to
punches.
Slide 109

Where Do Punches Go? 9
Valid and Invalid As transactions are collected from devices, each transaction is validated.
Punches Depending on whether a punch is valid or invalid, transactions are saved in
different tables in the database. Good punches are saved in the
punchevent.tbl while invalid punches are saved in the invalidtrx.tbl.
WTK 4
WTK
Database
Ethernet punchevent.tbl
dcminvalidtrx.tbl
Example of an Valid punches are saved in the punchevent.tbl and invalid punches are saved
Invalid Punch in the dcminvalidtrx.tbl. An invalid punch might occur in the following
scenario:
1. Cross-punching is enabled at the device. This means that the device will
accept non-home employees and validation is not performed at the device
when employees enter punches.
2. An employee uses PIN punching to enter her badge, which is 9. She
accidently enter 99. This badge number does not exist.
3. Since cross punching is enabled, and the device is not validating punches,
the punch is accepted at the device.
4. The punch does not appear in the employees timecard. The punch is
invalid. It is saved in the dcminvalidtrx.tbl.
You use the Transaction Data Editor in the Communication Monitor
application to correct and resubmit or delete invalid data.

10
Review the summary and respond to any questions. Explain that

you will return to these concepts throughout the day and will
expand on them in greater detail.
Slide 110

Summary of DCM Basics 10
In summary:
! The DCM system can be used with different Kronos host applications.
! Three connection methods are available in DCM: Ethernet, serial, and
modem.
! Two collection methods are available: batch and online. Batch relies on
being initiated by an event set up in the Event Manager (for example, a
collect event); online sends data in real time.
! The Comm PC acts as a middleman between devices and the database. A
Monitor PC is an optional PC that you might use to view punch
processing from a remote location.
! Punch data is saved in the database. Valid punches are saved in the
punchevent.tbl and invalid punches are saved in the dcminvalidtrx.tbl.
! You can correct invalid punches with the Transaction Data Editor, which
is available in the Communication Monitor.

11
Up to now, weve looked at DCM system requirements and

physical components. This topic shows how the components are
connected and how data flows between the components.
Use the animated PowerPoint slide to show the following:

! when you collect punches, data flows from devices to the
Comm PC, and from the Comm PC to the Workforce
Timekeeper application server. The application server
validates the punches and sends them to the punchevent.tbl
or the invalidtrx.tbl in the database.
! when you initialize or update devices, information flows from
the database to the Comm PC, and from the Comm PC to the
devices
Slide 111

Data Flow Overview 11
For troubleshooting purposes, it is very important to understand how data

flows from one part of the system to another part of the system. Three DCM
functions initiate downloads or uploads: Initialize (download), Update
(download), and Collect (upload.)
! Initialize. After you configure devices, you select Initialize to download
the device configuration from the database to the device. Before you can
use a device, it must be initialized.
! Update. Once a device has been initialized, you select Update to
download current employee information, such as badge ID, name,
schedules, etc. You can set up events in the Event Manager to
automatically update devices at a designated time.
! Collect. Transactions at the device must be collected and sent (uploaded)
to the database. You can specify online or batch collection.
Collect punches
WTK 4
Update/Initialize
Application Database
Server Server
Comm PC
WTK
Database
Ethernet
Data Flow of Data is sent from the device to the database and from the database to the
Information device. A Comm PC is always a middleman between the flow of data.
Comm Channels Connection between the Comm PC and the devices can be established as an
Ethernet, serial, or modem connection. These connections are referred to as
communication channels (or comm channels) throughout the DCM system.

12
Slide 112

DCM Connection Components 12
Youve now seen how DCM data flows; what happens if punches are not
showing up in timecards, or devices are not being updated with current
employee information? What DCM application would you check first?
The DCM Sentinel application manages three connections: the Workforce
Timekeeper application connection, comm channels, and the DCM Collection
Agent. If these connections are not running, the data flow will be interrupted.
You can use the Sentinel to verify that these processes are running. You can
also use the Sentinel to start and stop these processes.
Status View: Applications

Client: WTK 4
Status View: Comm Channels

Client: DCM Collection Agent
Ether1
Ether2
Application For DCM to transfer data between devices and Workforce Timekeeper, you
Connection must establish an application connection. As Figure 2-2 explained, the
application connection tells DCM which Kronos application it will
communicate with. Do this in Device Manager or Advanced Device Manager.
Comm Channels A comm channel provides a bridge for data to flow from devices to the Comm
PC and vice versa. Three types of comm channels exist: Ethernet, serial, and
modem. Which type the system uses depends on the type of device that you
add.
DCM Collection The DCM Collection Agent collects punches from Kronos 4500 terminals.
Agent

13
The data flow diagrams provided here may be of interest to

participants who have IT backgrounds.
AFT Files Review the function of AFT files:

! stands for Arbiter File Transfer
! AFT files are used by legacy devices
! contain device configuration parameters, such as labor level
transfer parameters, restrictions, and function keys
! file extension is .aft
In the past, it was necessary to program all device parameters at
each device, using the keypad or special terminal utilities. You
can now enter parameters using DCM.
XML Files Review the function of XML files:

! stands for Extensible Markup Language
! XML files are used by 4000 series devices
! contain device configuration parameters that are sent to 4000
Series terminals
! file extension is .xml
Queue Files DCM uses a special kind of file called a queue file to exchange
information between devices and the database.
Review the function of queue files:
! act as DCM messengers for exchanging information between
system components
! two types of queue files may be created, depending on
whether data is being uploaded or downloaded: comm
channel.q files and application.q files. Comm channel queue
files are generated when data is downloaded. Application
queue files are generated when data is downloaded or
uploaded. Once a transaction is complete, queue files are
automatically deleted. The only instance when you might see
a queue file is when communication is interrupted, for
example, if a comm channel stops running. (Remember: No
queues is Good News!)
Slide 113
Slide 114

Uploading (Collecting) Data 13
Uploading data occurs in one of three ways:

! The upload, or collection, event is scheduled in the DCM Event Manager.
! A request is made in the DCM Communications Monitor to retrieve data
from devices, and the collection is initiated.
! A device group is defined as Automatic Data Collection and all devices in
that group are configured for online data collection.
Figures in the following sections show uploading data from a Series 400
device and a Series 4000 device.
Step #4:
The transactions are passed
WFC database to the WFC Services Inter-
Services on WFC
Application Server face, which makes an XML
request to one or many
WFC application servers to
process the transactions.
XML data requests
Step #3:
The DCM WFC app
client reads transactions WFC Services Interface (WFCAPI.DLL)
from the application QIN
DCM/WFC Connection Library
file.
DCM WFC Application Client
Step #2:
The requesting comm channel
receives punch data from the
devices and posts the data to Application Application
Q file QIN file
the application connection Q file.
Series 400 Comm Channel Series 400 Comm Channel

Communications Driver Communications Driver
Ethernet, serial, modem Ethernet, serial, modem
Series 400 Series 400 Series 400 Series 400

Device Device Device Device
Step #1:
The comm channel receives a request to retrieve punch data from a Series 400 device.
The request is posted to the device and collection begins.

14
Slide 115

Uploading (Collecting) Data 14
Step #4: The transactions

Services on WFC are passed to the WFC
WFC database Services Interface, which
Application Server
makes an XML request to
one or more WFC app
XML data requests servers to process the
transactions.
WFC Services Interface (WFCAPI.DLL)
DCM/WFC Connection Library
DCM WFC Application Client
Step #3: The DCM WFC

application client reads
Application Application
Q file QIN file transactions from the
Step #2: XML punch data application QIN file.
from all Series 4000 devices
is posted to the Collection Collection
Agent, then directly to the Agent
Application Connection (HTTP Server)
queue file.
Communication Channel Communication Channel

Series 4000 Communications Driver Series 4000 Communications Driver
DCM HTTP Client DCM HTTP Client
Series 4000 Series 4000 Series 4000 Series 4000

Device Device Device Device
Step #1: The comm channel receives a request to retrieve punch data from Series 4000
devices. The comm channel posts the request to the device and initiates collection.

15
Slide 116
Slide 117

Downloading (Initializing or Updating) Data 15
Downloading data occurs in one of two ways:

! The download event is scheduled in the DCM Event Manager.
! An initialize or update request is made in the DCM Communications
Monitor to download data to devices.
Figures in the following sections show uploading data from a Series 400
device and a Series 4000 device.
Step #1: Initialize and

update requests are DCM Event Manager
posted to the proper (Timed Event)
comm channel queue file.
Step #2: The comm channel

processes the request by
calling the Configuration Service Comm Channel
to build the download file queue file (s)
Configuration Service
AFT Series 400
WFC Connection Library Communication Channel
Communication Driver
Step # 3: Configuration Service retrieves the Ethernet, serial, modem
required AFT download files by looking in the
data file repository or querying the application
and the database for the proper data.
Step #4: The AFT download Series 400 Series 400

files are transferred to the Device Device
specified devices.
Step #5: The result from each

device download is posted to
the Communications Status Application
table in the database and the Log file
application connection log file.

16
Slide 118

Downloading (Initializing or Updating) Data 16
Step #1: Initialize and

update requests are DCM Event Manager
posted to the proper (Timed Event)
comm channel queue file.
Step #2: The comm channel

processes the request by
calling the Configuration Service Comm Channel
to build the download file queue file (s)
Configuration Service
XML Communication Channel
WFC Connection Library
Series 4000 Communication Driver
Step # 3: Configuration Service retrieves the DCM HTTP Client

required XML download files by looking in the
data file repository or querying the application
and the database for the proper data.
Step #4: The XML download Series 4000 Series 4000

files are transferred to the Device Device
specified devices.
Step #5: The result from each

device download is posted to
the Communications Status Application
table in the database and the Log file
application connection log file.

17
Review the summary on the following page and address any

remaining questions.
Slide 119

Summary of Data Flow Overview 17
In summary:
! Three DCM functions initiate data downloads or uploads: Initialize
(download), Update (download), and Collect (upload).
! A communication channel serves as a bridge between devices and the
Comm PC. Three types of communication channels exist: Ethernet, serial,
and modem.
! Sentinel allows you to manage three DCM connections: the Workforce
Timekeeper application connection, comm channels, and the DCM
Collection Agent.
! AFT files contain device configuration parameters for legacy devices.
XML files contain device configuration parameters for Kronos 4500
terminals.
! Queue files allow DCM to exchange information among system
components. When a transaction is complete, queue files are
automatically deleted.

18
Slide 120

Local and Network Installations 18
Although the DCM system supports many different system configurations,

there are two main types that you should be able to distinguish: local
installations and network installations. This topic describes the features that
accompany local and network installations, and illustrates the different
configurations for each type of installation.
Local Installation
A local installation of the DCM system has the following characteristics:
! One Comm PC collects data from different types of devices using
Ethernet, serial or modem communication channels.
! No additional Monitor PCs are installed.
! The DCM directory is not defined as a DCMHOME shared directory.
The figure below shows a DCM local installation with one Ethernet comm
channel and one modem comm channel.
WTK 4
Modem Application Database
Comm PC Server Server
Comm Channel
WTK
Database
Modem
Ethernet
Ethernet
Comm Channel

19
The share folder must be named DCMHOME; DCM no longer

supports share names other than DCMHOME, as it did in
previous releases.
Slide 121

Network Installation 19
A network installation of the DCM system has the following characteristics:

! One or more Comm PCs collect data from devices using Ethernet, serial,
and/or modem comm channels.
! The system may include Monitor PCs.
! DCMHOME share is required.
The figure below shows a DCM network installation with two Comm PCs and
one Monitor PC.
Network Installation WTK Database

Application Server Server
WTK
Database
Comm PC #1 Comm PC #2
Modem Modem
Ethernet
Monitor PC
In this example, Comm PC 1 and Comm PC 2 function as Comm PCs; in

other words, at least one comm channel resides on each PC. Comm PC 1 has
one Ethernet comm channel, and one modem comm channel. Comm PC 2 has
one modem comm channel. The Monitor PC does not have any comm
channels residing on it. You might use the Monitor PC from a remote location
to observe and track transactions that occur on the Comm PCs.
So that the Monitor PC can display transactions occurring on the Comm PCs,
you must share DCMHOME on Comm PC 1, Comm PC 2, and the Monitor
PC. The share allows read-write privileges; this allows i/o file processing to
take place across the network.

20
Review the summary.
Slide 122

Summary of Local and Network Installations 20
In summary:
! A local installation is characterized by having only one Comm PC.
! A network installation is characterized by having one or more Comm PCs
and optional Monitor PCs. The DCMHOME directory must be shared.
! DCM environments must be configured as either local or network
installations; never mix options for local and network installations in a
single environment.

21
The Advanced Device Manager represents the heart of the

communications engine. It is a nice way to visually show
participants the relationship between Device Groups and Comm
Channels.
Slide 123

Advanced Device Manager 21
Device
Groups Devices in
assigning
device group
Devices in
collecting
Comm
device group,
Channels
which are
identified by
an * (asterisk)
Device Groups For data collection purposes, devices are added to device groups. Device
groups are groups of devices categorized by function, location, department, or
any other logical grouping. Device groups can take on two purposes:
1. Device group for data collection.
2. Device group for employee assignment.
Collecting and assigning device groups are concepts introduced in more

recent versions of DCM. In older versions of DCM, assigning device groups
were referred to as terminal groups and collecting device groups were referred
to as domains.
The Assigning Device Groups would be used to assign to employees. You
could assign employees to have their information sent to any of these
assigning device groups. These terminals would be called the employee's
home terminals.
Device Group Rules The following rules apply to device groups:

! Devices can be assigned to many assigning device groups
! A device can be assigned to only one data collection device group
! A data collection device group can also be a assigning device group
! You can create many different combinations of assigning device groups,
but employees can only be assigned to one collecting group
You can use different types of collection methods in assigning and data
collection groups (for example, batch and online).

22
For a complete list of supported terminal functions for both the

480 and 4500 devices, please see the appropriate Kronogram.
Stress to participants to that the list of supported terminal

features on the adjacent page must be verified against current
documentation. It is possible that not all terminal types support
all the features listed.
Slide 124

Terminal Configuration 22
Feature The terminal program contains many features that you can configure to
Configuration enhance the functionality of Timekeeper Terminals. Following is a list of
some frequently used features for the Series 400, Series 4000, and Gatekeeper
terminals.
! Access Control
! Activity Codes
! Badge Formatting
! Badge Readers
! Bell Schedules (at clock)
! Break Enforcement
! Communications
! Departments
! Display and Keypad Settings
! FIFO Record Settings
! Function Keys
! Home Employees
! Labor Account Transfers (1-3 Levels)
! Labor Account Transfers (4-7 Levels)
! Non-home Employee Restrictions
! Passwords
! PIN Entry
! Repunch Restrictions
! Schedules
! Supervisor Mode Tasks
! Time and Date Settings
Note
It is possible that not all terminal types support all the features listed. Please
check current documentation to ensure that the application supports the
features you need.
Activity Codes An activity code allows you to track hours against a specific activity. An
activity code can be associated with a shift during which employees perform a
duty or activity that is not their normal responsibility. Typically, employees
receive a different wage rate for the shift that is associated with an activity
code.

23
If participants are not familiar with the terminal functions, use the
next few pages to help them understand the terminology Kronos
uses to describe the different functions our terminals can
perform.

The terminal supports up to 20 activity codes per system. You can designate a
name of up to 20 characters for each activity code. The name appears on the
terminal screen. Examples of activity code names are CALLBACK,
TRAINING, and INVENTORY.
You can assign up to 20 different activity codes to the different function keys.
Activity codes are tracked at the terminal when an employee presses a
function key to which an activity code is assigned.
Note
You must first define activity codes in the host application and then download
them to the terminal.
There are three different ways to configure activity codes at the terminal.
Function Keys Function keys do not apply to Basic Timekeeper and Gatekeeper.
The terminal contains 12 function keys as well as the general purpose
out-punch feature, which is implemented as a thirteenth function key. The
terminal supports 22 functions, which you can access using function keys.
You can program each function key to access up to four functions. If a
terminal is connected to a printer, you can configure some functions to print
receipts.
You can configure function keys as employee or supervisor function keys.
Supervisor function keys are accessible only when the terminal is in
supervisor mode. Some functions loop, allowing a supervisor to perform that
function for more than one employee.
Home Employees Home employees are employees who are assigned to and punch at a
designated terminal. Non-home employees are employees who can punch at
any terminal regardless of the one to which they are assigned.
Non-Home Employees who punch at a terminal to which they are not assigned are
Employee referred to non-home or cross-punching employees.
Restrictions
Labor Account If you are configuring Labor Levels 4, 5, 6, or 7, use the parameters in the
Transfers (1-3 Labor Accounts (4-7 Levels) section.
Levels)
You can configure a terminal to track labor using labor accounts. Unlike
department tracking, where you can have only one Labor Level, labor account
tracking allows you to define labor accounts with up to seven Labor Levels.
Note
Gatekeeper terminals do not support labor account tracking functions. When
configuring a Gatekeeper terminal, use the default values for all labor
account-tracking parameters.

24

You need to configure labor accounts in your host application, such as the
Workforce Timekeeper application. You must also configure labor accounts
at the terminal if employees need to perform account transfers at the terminal.
Labor account tracking, often referred to as expanded labor tracking, can have
either numeric or alphanumeric labor accounts and Labor Levels.
Employees can perform a labor account transfer by using:
! Non-function keys
! One of the 12 function keys
! Automatic out-punch department or labor transfer
Labor Account You can configure a terminal to track labor using labor accounts. Unlike
Transfers (4-7 department tracking, where you can have only one Labor Level, labor account
Levels) tracking allows you to define labor accounts of up to seven Labor Levels.
Note
Gatekeeper terminals do not support labor account tracking functions. When
you configure a Gatekeeper terminal, use the default values for all labor
account-tracking.
You need to configure labor accounts in your host application, such as the
Workforce Timekeeper application. You must also configure labor accounts
at the terminal if employees need to perform account transfers at the terminal.
Labor account tracking, often referred to as expanded labor tracking, can have
numeric or alphanumeric labor accounts and Labor Levels.
Employees can perform a labor account transfer by using:
! Non-function keys
! One of the 12 function keys
! Automatic out-punch department or labor transfer

25

PIN Entry Personal Identification Number (PIN) entry allows employees to punch in or
punch out by typing their employee ID number at the terminal keypad, as
opposed to swiping a badge. This is a desirable feature where badges are not
used or as a backup when a badge is misplaced or forgotten. The terminal
accepts PIN entries in maintenance mode. You can set up the terminal to
accept or restrict PIN entries in supervisor or guard mode. You can also
control which home and non-home employees are allowed to enter their PINs.
After employees enter their PINs, the terminal uses their restriction profiles to
determine whether the terminal can accept the punches.
Note
If you disable the use of employee badges using Procedure 1, Step 2: Enable
Badge Reader and Specify Badge Types, then an employee does not have to
press the asterisk (*) key to initiate a punch. The terminal interprets any
numeric key as the start of an employee ID.
Repunch Repunch restrictions help prevent errors and confusion by preventing

Restrictions employees from punching in more than once during a specified interval.

26
Slide 125

Summary 26

! Identify the components of Data Collection Manager.
! Recognize Data Collection Manager terminology.
! Explain how data flows from Timekeeper Terminals to the Workforce
! Describe the differences between a local and network installation.
Identify Timekeeper Terminal configuration options.


Section 6
Hardware and Infrastructure
Requirements

! Identify the basic architecture of Workforce Timekeeper 4.
! Understand the software and hardware requirements of each machine in
! Identify the person(s) in your organization who will be responsible for
maintaining the software and hardware for Workforce Timekeeper.
! Recognize the hardware and infrastructure decisions you need to make.
Slide 126
Slide 127
Section 6 Hardware and Infrastructure Requirements
Purpose The focus of this section is to make customers aware of the

Workforce Timekeeper architecture. This section reviews the
hardware and software requirements of the Workforce
Timekeeper architecture. The network requirements for
Workforce installation are discussed briefly. The customer will
also be informed of hardware and infrastructure issues that need
to be addressed before, during, and after the installation of
Setup The Facilitator will need a copy of the Pre-Implementation

PowerPoint presentation.
Facilitator Notes It is helpful during this section of the workshop to have a copy of
the customer's Statement of Work on hand. It is suggested that
the Facilitator review the Statement of Work or Technology
Survey prior to conducting the workshop to better understand
what customer's needs are regarding hardware and
infrastructure. If a Statement of Work is not available at the time
of the workshop, do not quote anything more than the
requirements stated in this section of the workshop. It is
important that Kronos set the appropriate expectations to the
customer. It would be helpful at this point in the workshop to
invite either an Application Engineer or Application Consultant
into to the room to help answer any specific questions.
Slide 128

Elements of Workforce Timekeeper 4 2
Windows PCs
browser-only!
Background
Processor
Totalizer
Web / Application Server DB Server
Setup Applications DCM

PC
Application Workforce Timekeeper 4 has a three-tier application structure.

Structure ! Tier 1 - The first tier is the client software. The client accesses the
application through a Web URL (universal resource locator) using their
browser. For example, http://kronos/TimeAndAttendance/Logon.
Application functions are implemented as HTML pages or Java applets.
The pages and applets connect to the Web-based Workforce Timekeeper
4 application server.
! Tier 2 - The second tier is the application server. It implements the major
parts of the application. The client software presents views of the data
used, and computation performed, by the server software. The second tier
performs the real work of the application. There is a web server
component that resides on the second tier (Apache, IIS, or NS). It listens
for browser requests and hands these requests onto the Workforce
Timekeeper 4 code. The second tier includes the background processor
compute server and the Setup Application PC that runs on a client. DCM
can also be included in this tier.
! Tier 3 - The third tier is the database server. It stores all the application
data.
Note
This is a logical picture. Smaller sites will have fewer machines doing a
number of different jobs. Larger sites may have multiples of each machine.

This slide contains animation that depicts how the Views

associated with the Workforce database extract information from
the database tables.
Refer participants to the following PDF books that come on their
Workforce Timekeeper 4 software CD for further information
about database tables and views:
Workforce Timekeeper Database Views Reference Guide

Workforce Timekeeper Database Tables Reference Guide
Slide 129

Database Tables and Views 3
Linking
Data
Database Tables The core of the Workforce Timekeeper Suite is a sizable relational database.
and Views As with any relational database, it contains numerous tables that store data. In
the Workforce Timekeeper database, the tables contain the records and
calculations that you use to manage and extract employee data. With the
development of Workforce Timekeeper views, the job of extracting the data is
simplified.
What is a View? A Workforce Timekeeper view is a virtual table that combines the
information from one or more tables in an easy-to-use way. A view is
designed to expose frequently requested information and cloak the
unnecessary details. The view provides information about a functional area,
such as absences, employee demographic data, or accruals.
The advantage of using a view is that a view masks the complexities of the
database. The view makes multiple complex tables look like a single table.
The columns of a view originate in multiple tables of the Workforce
Timekeeper database. The columns are logically grouped so all the
information you typically need about a functional area is available from a
single view or from a join of two related views.
A view does not exist in the database as a physical object. Instead, the view
columns map to a set of tables where real data is stored. If the underlying
details of a table column change, the view continues to provide the correct
data based on the columns that are mapped to the view. At the execution of an
SQL SELECT statement on the view, or at a request to create a standard
Workforce Timekeeper report, the view does the work of extracting data from
one or more of the tables within its definition.

Slide 130

Basic Components of a Workforce Timekeeper System 4
Data Collection PC,

Comm. Channel,
Device groups, and
UNIX Server with Oracle,
Application Client
Background NT Server
(Local Install)
with SQL Server 2000, or
Windows NT Totalizer
Timekeeper
Oracle/NT Database 8.1.7 or 9.i
Windows NT
Terminal
Ethernet
Communication Desktop Administrator Desktop Database Server
TCP/IP Network
Supervisor Desktop
Supervisor Desktop
Employee Desktop Setup Applications
with Browser Browser NT, 95,98, 2000
NT, 95,98, 2000 NT/2000
Application Server
Windows NT or
2000 Server
System Component Description

Supervisor Desktop with Client system supervisors use to configure pay
Workforce Timekeeper rules, labor levels, access profiles, display
Setup Applications preferences, accrual rules, comments, and wage
profiles. This desktop can also run the Workforce
Timekeeper browser. This desktop does not need to
be dedicated for Frontline Labor Management.
Communications Desktop Dedicated client that collects punches from
Timekeeper terminals, updates the date/time, and
employee information in timekeeper terminals. At
least one client is required if timekeepers are being
used.
Administrator Desktop Dedicated client that applies the business rules to
the transactions that employees have had and stores
the result of this operation in the database.
Totalization is needed to ensure that all information
in the database is correctly calculated. At least one
client is required.

Refer to the PowerPoint slide. It is a builder slide. Click once to

display the first red circle.
Note
Although Workforce Timekeeper 4.3 supports the Netscape
6.1 browser, Kronos strongly recommends that customers
use Microsoft Internet Explorer.
See the Kronogram for 4.2 for specific information
regarding issues related to using Netscape.

Data Collection PC,
Comm. Channel,
Device groups, and
UNIX Server with Oracle,
Application Client
Background NT Server
(Local Install)
Totalizer with SQL Server 2000, or
Windows NT
Timekeeper
Oracle/NT Database 8.1.7 or 9.i
Windows NT
Terminal
Ethernet
Communication Desktop Administrator Desktop Database Server
TCP/IP Network
Supervisor Desktop
Supervisor Desktop
Employee Desktop Setup Applications
with Browser Browser NT, 95,98, 2000
NT, 95,98, 2000 NT/2000
Application Server
Windows NT or
2000 Server
Employee/
Administrator
Supervisor
(Windows Kdemo
(Browser
Client)
Clients)
Processor - Recommended; Min. Min.

Intel Pentium 400MHz Recommended: Recommended:
Min. 300 MHz 450 MHz
Recommended:
200MHz
Memory Min. Min. Min.

Recommended: Recommended: Recommended:
64 MB 128 MB 256 MB
Hard Disk Min. Min. Min.

Space Recommended: Recommended: Recommended:
20 MB for 90 MB for client 560MB for the
browser-based executables and Application
applications browser-based Server, Back-
applications ground Processor,
and the Kdemo
database server
and data
Note
Continued on the following page.


Employee/
Administrator
Supervisor
(Windows Kdemo
(Browser
Client)
Clients)
Operating Microsoft Microsoft Microsoft

System Windows 95, 98, Windows 2000 Windows 2000
2000 Professional Professional Professional
SP1*, 2000 Server SP1*, 2000 Server SP1*, 2000 Server
SP1*, XP, NT SP1*, NT SP1*, NT
Workstation 4.0 Workstation 4.0 Workstation 4.0
SP 6a*, NT Server SP 6a*, NT Server SP 6a*, NT Server
4.0 SP 6a* 4.0 SP 6a* 4.0 SP 6a*
Browser Microsoft Microsoft Microsoft

Support Internet Explorer Internet Explorer Internet Explorer
5.0, 5.5, 6.0 5.0, 5.5, 6.0 5.0, 5.5, 6.0
Netscape 6.1 (not Netscape 6.1 (not Netscape 6.1 (not
supported on supported on supported on
Microsoft Microsoft Microsoft
Windows XP cli- Windows XP cli- Windows XP cli-
ents) ents) ents)
Client Recommended Recommended Recommended
Display 1024 X 768 1024 X 768 1024 X 768
Resolution Min. Min. Min.
Recommended: Recommended: Recommended:
800 X 600 (using 800 X 600 (using 800 X 600 (using
scroll bars) scroll bars) scroll bars)

Note
The information below summarizes the minimum
application Web server requirements for use with Workforce
Timekeeper v4.3. Server hardware requirements for the
application servers are based on many variables, such as
the number of employees and users. See the latest
Workforce Timekeeper Kronogram for information on these
requirements.

Application Web The information below summarizes the minimum application Web server
Server System requirements for use with Workforce Timekeeper 4.3. Server hardware
Requirements requirements for the application servers are based on many variables, such as
the number of employees and users.
Operating Operating Operating Operating Operating

System System System System System
Windows
Web Windows AIX 5L
2000 SP1 & Solaris 8 AIX 4330-09
Server NT4 SP6a V5.1*
SP2
Apache X X X X X
v1.3.20
iPlanet v6.0 X X X
IIS v4.0 X
IIS v5.0 X
Apache ships with Workforce Timekeeper 4.3. Customers who wish to use
iPlanet or IIS must purchase and install this Web Server separately.
* Concurrently, support for the AIX V4.3.3 web server has been eliminated.
Background
Processor
Application Server
Requirements
This application server runs the

Functions
background processor.
Server Hardware Kronos will determine the memory and CPU based
upon the customer's unique business requirements.
Hard Disk Space Kronos will determine the hard disk space based
upon the customer's unique business requirements.
Operating System Microsoft Windows 2000 Server SP1*, Microsoft
Windows NT Server 4.0 SP6a*, Sun Solaris 8, IBM
AIX v4.3.3 PTF 9
Other Requirements CD-ROM reader (or access to one on the network)
Network Card
* Kronos only supports service packs to the specific release. It does not imply
support of subsequent point releases or subsequent full releases by the vendor.
For example, 'Windows NT 4.0 SP6a' means that Kronos will support NT 4.0,
and all service packs made to NT 4.0 service pack 6a or higher (e.g. - NT
4.0.6; NT 4.0.7, etc). It does not imply that NT 4.1, or any other version of NT
is supported.


Communication
Application Server
Requirements
(DCM)
This application server runs the Data

Functions
Collection Manager.
Server Hardware 300 MHz, 128 MB minimum (256 MB
recommended) memory and CPU. The actual
needed memory and CPU varies, depending on the
particular environment and usage.
Hard Disk Space 50 MB for communications executables.
Operating System Microsoft Windows 2000 Professional SP1*
Microsoft Windows 2000 Server SP1*
Microsoft Windows NT Workstation 4.0 SP6a*
Microsoft Windows NT Server 4.0 SP6a*
Other Requirements CD-ROM reader (or access to one on the
network)Network Card
Communication The following table provides additional detail for calculating RAM
Application Server requirements for DCM 4.8:
Memory
Requirements
Item Description RAM Requirement

1 Application Connections Number of connections (1) X
10 MB per connection
2 Collection Agent 7 MB
3 Sentinel 7 MB
4 Communication Channels Number of channels (10 max)
X 10 MB per channel
5 DCM application modules Number of additional active
including: Event Manager, DCM applications X 7 MB
Device Manager, and so on. per application
Total RAM for DCM <Total of items 1 - 5>

Slide 131

Supported Platforms for Workforce Database Server 9
There are a number of important changes in database support starting with

Workforce Timekeeper 4.0
The changes include:
! Informix is no longer supported in Workforce Timekeeper 4.0 and
beyond.
! SQL Server 7.0 is no longer supported in Workforce Timekeeper 4.0 and
beyond.
! KDEMO now runs on Microsoft Database Engine 2000 (MSDE 2000).
Sybase Adaptive Server Anywhere is no longer supported.
Oracle
Supported Oracle/ Platform Operating

Oracle8Server
SQL* Net Versions System
8.0 SP6* Net8 8.0.6 All operating systems
8.1.6 (8i) 8.1.6 that the version of the
8.1.7 8.1.7 Oracle database
supports on
Sun/Solaris (32-bit),
HP/HP-UX (32-bit),
IBM/AIX (32- and
64-bit), Compaq
Tru64 (64-bit), Intel
(Microsoft Windows
NT 4.0 SP6a *,
Microsoft Windows
2000 Server SP1*)
9.2.0 Net9.2.0.1.0 As above
Microsoft SQL
Server
Microsoft Supported Platform Operating

SQL Server Middleware/Versions System
2000 NetLib 8.0 * (DBLib 8.00*) Intel (Microsoft Windows
NT Server 4.0, SP6a*,
Microsoft Windows 2000
Server SP1*)

10
Inform participants that as of Workforce Timekeeper 4.2, Kronos

supports DB2 as a database platform. Please see the Workforce
Timekeeper 4.2 Kronogram for specifics on what is supported
with DB2.

Microsoft Database
Engine (KDEMO)
MSDE Server Platform Operating System

MSDE 2000 Intel (Microsoft Windows NT 4.0 SP6a*,
Microsoft Windows 2000 Server SP1*)
DB2 UDB
DB2 UDB Platform Operating

Client
Server System
7.2 January Use one of the following. All operating systems that
2002* Should be at DB2 UDB v7.2 the version of the DB2
Fixpak5: database is supported on.
! Runtime Client Tier 1: IBM/AIX (32-bit);
! Administration Client Tier 2: Sun/Solaris (32-bit),
! Application Intel (Windows NT Server
Development Client
! Thin Client 4.0 SP6a*, Windows 2000
Server SP1*)
For DB2 UDB, one of the following drivers must be used - DB2 Client or
DB2 Connect v7 Fixpak 5. These drivers are available on the DB2 client
software CDs.
* Kronos will only support service packs to a specific release. It does not
imply support of subsequent point releases or subsequent full releases by the
vendor.

11
Once customers have filled out all necessary information in the

Workforce Timekeeper 4 Technology Survey, a qualified Kronos
Service Personnel reviews the information and makes the
appropriate hardware and infrastructure recommendations.
These recommendations for Workforce Timekeeper 4 are
specific to the organizations needs.
Note
The survey should have been filled out by the customer
prior to this workshop.

Workforce Timekeeper 4 Technology Survey 11
The chart shown below is part of the Workforce Timekeeper 4 Technology

Survey. You should already be familiar with this. Your salesperson or project
manager is responsible for giving you this survey. Once customers have filled
out all necessary information in the Workforce Timekeeper 4 Technology
Survey, a qualified Kronos Service Personnel reviews the information and
makes the appropriate hardware and infrastructure recommendations. These
recommendations for Workforce Timekeeper 4 are specific to the
organizations needs.
Using the chart below, indicate the type and speed of the network(s) between
the sites (clients) and the data center (where Workforce Timekeeper servers
will be located). Bandwidth Utilization refers to the load on the WAN on the
day that payroll closes. If necessary, please duplicate this page.
WAN
Site T1 T3 No. Of Frame Commit Dial- Other Bandwidth
Channels Relay Rate up Utilization

12
Discuss with participants that part of the process of

implementing Workforce Timekeeper 4 might be the creation of a
new interface to their Payroll/HR system. Kronos Connect is the
recommended interface tool used with Workforce Timekeeper 4.
Review the information about Kronos Connect on the next two
pages.
If customers would like more information about Kronos Connect
than what appears in this course, they should contact their
Kronos Project Manager or Sales Representative, or attend
training classes for Kronos Connect. These classes are open to
customers who wish to use this tool, but want to write the
interface themselves.
Following is a conceptual summary of how Connect works:
Connect accesses totalized data from WTK through standard
views that are installed in the system. These views provide a
convenient way to access the most commonly used information
in the WTK system. Connect can easily access this information
because it has a thorough understanding of the WTK database.
The same is true for extracting payroll information from WTK.
When it comes time to build the interface, the AC needs to
completely understand the precise requirements of the payroll
system (or whatever destination) for the data extracted from
WTK. This includes sample output files, field definitions including
length, justification, fill characters, decimal places, date formats,
etc. The AC will begin building the interface with this information.
Lastly, there needs to be a clear mapping of the data. This
means that every piece of data in the destination file, whether for
payroll or some other application, needs to come from
somewhere. If it is coming from WTK, the AC needs to
understand precisely where it comes from in WTK. Because
Connect understands the view that is used to extract the data, it
can provide a descriptive, easy-to-understand listing of the data.
For example, the AC might pick payrule from a list of data
instead of referring to it as dbo.vp_person.payrulename.
Slide 132

Kronos Connect 12
Translates Workforce Central

information back to the Payroll
System.
Kronos Connect
Payroll/HR Workforce Central 4
System
Kronos Connect
Translates Payroll/HR information
into Workforce Central.
Kronos Interface Kronos Connect is the Kronos interface solution tool. It can be used to export
Solution information from Workforce Timekeeper to a variety of destinations. It can
also import data from an external source to Workforce Timekeeper. Interfaces
can be run on a periodic basis such as payroll, or they can be run on
one-time-only basis to populate labor levels, etc.
Kronos Connect understands the structure of the Workforce Timekeeper
database. Kronos Connect accesses totalized data from Workforce
Timekeeper through standard views that are installed in the system. These
views provide a convenient way to access the most commonly used
information in the Workforce Timekeeper system. This allows you to select
data elements from the source from a drop-down list.
Connect supports several types of actions for manipulating data going from
the source to the destination.
! Direct transfer including the ability to use offsets and lengths
! Entering static text (literals)
! Lookup tables for translating source data
! Double lookups
! SQL queries
! Batch totals and record counts
! Calculations using Boolean comparisons
! Prompting the user
! Including the system date

13

Kronos Connect supports a variety of sources:
! ASCII (fixed length and delimited)
! SQL Query
! Workforce Timekeeper
It also supports different destinations:

! ASCII (fixed length and delimited)
! Database (for Workforce import tables)
! XML for Workforce 4.x
! ADP formats

14
Many other decisions need to be made prior to the

implementation of Workforce Timekeeper. It is important that the
customer's implementation team address the above questions
and other hardware and network issues.
Note
Many other decisions need to be made prior to the
implementation of Workforce Timekeeper. It is important
that the customer's implementation team address the
questions above and other network issues.
Slide 133

Decisions Decisions. . . 14
Hardware Decisions Based on the information filled out in the various surveys, the customer is
given hardware recommendations. Once these recommendations have been
made, some decisions have to be made.
! Have the recommended machines been purchased or allocated?
! Where will each machine reside?
! Who will be responsible for maintaining each machine?
! Who will be responsible for the database and backups?
! Who is the contact person for problems with the hardware?
! Do your monitors meet the minimum requirements?
! Do you need to upgrade users to IE 5.5?
Network Decisions Based on the information filled out in the various surveys, the customer is
given network recommendations. Once these recommendations have been
made some other decisions need to be made.
! How will you provide IP addresses? Static or dynamic?
! Do you have the recommended bandwidth to support Workforce
Timekeeper?
! Will any lines need to be added or upgraded prior to the installation?
! Who will test the connectivity of the network?
! Do you have plans to upgrade your network over the next 24 months?
! Are there any firewall issues that need to be addressed?
! Who is the contact person for problems with the network?
Note
Many other decisions need to be made prior to the implementation of
Workforce Timekeeper. It is important that the customer's implementation
team address the questions above and other network issues.

15
Slide 134

Summary 15

! Identify the basic architecture of Workforce Timekeeper 4.
! Understand the software and hardware requirements of each machine in
! Identify the person(s) in your organization who will be responsible for
maintaining the software and hardware for Workforce Timekeeper.
! Recognize the hardware and infrastructure decisions you need to make.
16


Section 7
Training Options

! Identify the learning paths for the Workforce Timekeeper 4 product.
! Recognize the training options available to educate users in the field.
! Identify what information is covered in each course in the Workforce
Timekeeper 4 curriculum.
1
Slide 135
Slide 136
Section 7 Training Options
Purpose The purpose of this section is to inform customers of the training

options for members of the implementation team, as well as the
training options available to anyone in the organization that is
involved with the Workforce Timekeeper 4 software. The training
courses available in the Workforce Timekeeper 4 curriculum will
be described at length. The customer also learns of the
registration, cancellation, and travel requirements of each
course. The Facilitator will discuss the training options available
to train the employees and users in the field.
Setup The Facilitator will need a copy of the Pre-Implementation

PowerPoint presentation and a data projection device.
Facilitator Notes The Facilitator should stress the importance of the prerequisite
courses to all participants. The Facilitator should also have the
participants pay attention to the course cancellation policies and
travel requirements, as they differ between level of course.
Note
Inform participants that it is typical that the Pay Period
Operations course and Scheduling course are scheduled in
Regional training centers on the same day, so as to make a
full-day of training. Customers can register for one or both
courses.
Slide 137

Workforce Timekeeper 4 Curriculum 2
Core Courses 2
Workforce Timekeeper 4 Department Manager

Half-day course. Available in all Regional Offices. Delivery may be tailored
for specific audiences.
Workforce Timekeeper 4 Daily Operations

One-day course. Available in all Regional Offices. Prerequisite to many other
courses.
Workforce Timekeeper 4 Pay Period Operations

Half-day course. Available in all Regional Offices.
Workforce Timekeeper 4 Scheduling

Half-day course. Available in all Regional Offices. Prerequisite to
Configuring and Managing Pay Rules and Advanced Configuration.
Workforce Timekeeper 4 Setup and Administration

One-day course. Available in most Regional Offices.
Workforce Timekeeper 4 Configuring and Managing Pay Rules

Four-day course. Available in a few Regional Offices and all Area Training
Centers. Prerequisite to Advanced Configuration.
Workforce Timekeeper 4 Advanced Configuration

Five-day course. Available in Area Training Centers only.
Workforce Timekeeper 4 Database Overview and Maintenance

One-day course. Available in a few Regional Offices and all Area Training
Centers.

Slide 138

Advanced Courses 3
Data Collection Manager Configuration and Support for Workforce

Timekeeper 4
One-day course. Available in most Regional Offices.
Workforce Accruals Configuration

One-day course. Available in a few Regional Offices and all Area Training
Centers.
Introduction to Crystal Report Writing

Three-day course. Available in Area Training Centers only.
Advanced Crystal Report Writing

Introduction to Java
Five-day course. Available in Area Training Centers only.
Constructing SQL Queries

Workforce Central 4 Introduction to the API

Two-day course. Available in Area Training Centers only.
Workforce Central 4 Using Java to Develop API Applications

One-day course. Available in Area Training Centers only.
Oracle DBA Light

Four-day course. Available in Area Training Centers only.


Employee Learning Path 4
An Employee in Workforce Timekeeper 4 is an individual that logs their time

using a data collection device (such as swiping a badge at a Timekeeper
Terminal) or enters time and attendance data through the Workforce browser.
Learning Path The following self-paced options are available to educate your employees on
how to enter time and track hours using Workforce Timekeeper 4:
! Workforce Timekeeper 4 Employee Tutorial (self-paced)
! Getting Started Guide for Employees
! Workforce Timekeeper 4 Time Stamp Quick Reference Card
! Workforce Timekeeper 4 Hourly Timecard Quick Reference Card
! Workforce Timekeeper 4 Project Timecard Quick Reference Card


Supervisor/Department Manager/Admin Assistant Learning Path 5
An individual who corrects and approves time and attendance for a group of
one or more employees. This type of individual also runs reports for labor
information on a daily or periodic basis.
Learning Path
Workforce
Timekeeper 4 Course Required KVC Equivalents
Title
Department Manager Yes ! Department
Manager KVCs
(selected)
Scheduling Yes - if ! Building Schedules
responsible ! Maintaining
Schedules


Payroll Supervisor/HR Manager Learning Path 6
An individual who corrects and approves time and attendance for groups of
employees throughout the company and runs reports for time, attendance,
labor information on a daily or periodic basis. This person is also responsible
for running payroll each pay week, maintaining employee records, and
updating or processing accrual information. Additional responsibilities for
this person may include modifying existing pay rules based on policy
changes.
Learning Path
Workforce Workforce
Timekeeper 4 Course Required Timekeeper 4 KVC
Title Equivalents
Pre-Implementation Yes N/A
Workshop
Daily Operations OR Yes ! Overview and Basic
Department Manager (as Timecard Edits
appropriate) ! Managing
Timecards
! Time Entry and
Daily Reports
OR
! Department
Manager KVCs
(selected)
Pay Period Operations Yes ! Pay Period
Operations and
Reports
! Creating HyperFind
Queries
for scheduling Schedules
Setup and Administration Yes N/A

Wage Profiles (available Yes- if
as KVC) responsible
for
maintaining
Managing Pay Rules Yes- if N/A
responsible
for
maintaining


Kronos System Administrator/Configuration Support 7
An individual who defines and maintains Kronos software to ensure system

security, access profiles, user accounts, employee maintenance, and other
configurable system-wide settings. This person may also be an individual who
configures labor management company policies and rules through the Kronos
software.
Learning Path
Workforce Workforce
Title Equivalents
Workshop
Daily Operations Yes ! Overview and Basic
Timecard Edits
! Managing
Timecards
! Time Entry and
Daily Reports
Operations and
Reports
Queries
Setup and Administration Yes - if did N/A

NOT attend
Preimp
as KVC) responsible
for
maintaining
System Settings and Yes- if
Information (available as responsible
KVC) for
maintaining
Configuring and Yes N/A
Managing Pay Rules
Accruals Configuration Yes- if N/A
responsible
for
maintaining
Advanced Configuration Yes N/A


Data Collection Manager Yes - if N/A
Configuration and responsible
Support for
maintaining


IS/IT Specialist Learning Path 9
An individual who provides PC Server, network, and software support for the
Kronos system. This person may also be required to setup and maintain access
profiles, run imports, and maintain the payroll interface.
Learning Path
Workforce Workforce
Title Equivalents
Workshop
Managing Timecards Yes -if did not
(available as KVC) attend Preimp
Pay Period Operations and Yes -if did not
Reports (available as attend Preimp
KVC)
Workforce Timekeeper 4 Yes -if did not N/A
Setup and Administration attend Preimp
Workforce Timekeeper Yes - if N/A
Data Collection Manager responsible
Configuration and for
Support maintaining
Workforce Timekeeper 4 Yes N/A
Database Overview and
Maintenance
Installing and Configuring Yes - if N/A
Kronos Connect responsible
for
maintaining
Kronos Connect Yes - if N/A
Advanced Programming responsible
for
maintaining
System Settings and Yes
Information (available as
KVC)
as KVC) responsible
for
maintaining

10

Database Administrator Learning Path 10
An individual who maintains the Kronos Relational Database Management

System (RDBMS).
Workforce Workforce
Title Equivalents
Workshop
Setup and Administration Yes- if did not
attend Preimp
Database Overview and Yes N/A
Maintenance
Creating HyperFind Yes - if
Queries (available as responsible
KVC) for
maintaining
System Settings and Yes
Information (available as
KVC)
Wage Profiles (available Yes - if
as KVC) responsible
for
maintaining
Advanced The following advanced technology courses are recommended for the DBA
Technology or technical staff:
Courses
! Installing and Configuring Kronos Connect
! Kronos Connect Advanced Programming
! Workforce Central 4 Introduction to the API
! Workforce Central 4 Using Java to Develop API Applications
! Introduction to Java
! Introduction to Crystal Report Writing
! Advanced Crystal Report Writing
! Oracle DBA Light
! Constructing SQL Queries

11

Help Desk Specialist Learning Path 11
An individual who responds to user and implementation questions about the

Kronos system. A designated Kronos specialist that provides in-depth support
to all level of users in the Kronos system. Someone who is working towards
Help Desk Certification.
Learning Path
Workforce Workforce
Title Equivalents
Daily Operations Yes ! Overview and Basic
Timecard Edits
! Managing
Timecards
! Time Entry and
Daily Reports
Operations and
Reports
Queries
Setup and Administration Yes N/A

Configuring and Yes N/A
Managing Pay Rules
Accruals Configuration Yes N/A
Advanced Configuration Yes N/A
Data Collection Manager Yes - if N/A
Configuration and responsible
Support for
maintaining

12
Discuss with participants the considerations in planning rollout

training for Workforce Employees and Supervisors. Customers
with the need to train large numbers of people on the basics of
Workforce Timekeeper should consider the different training
options available. Training should occur within 5 to 10 days of
the employee or user having to use the live software. KVC
courses or the computer-based tutorial can be used to reinforce
classroom training.
This would be a great opportunity to demonstrate the employee

tutorial for Workforce Timekeeper 4. Instruct participants to the
following URL.
! <http://customer.kronos.com/education/self-paced-wfc4.htm>
Tailoring the Tutorial

The tutorial is designed to present only those self-service options
required by each particular organization. This strategy is
implemented in the form of lesson check boxes; checking a
lesson on a configuration screen includes a lesson in the flow of
the tutorial, while un-checking a lesson removes it.
The configuration screen itself can be enabled or disabled as
well. This means that a system administrator could configure the
tutorial for a specific kind of employee, lock out the configuration
screen, and then make the tailored tutorial available for certain
employees on the organization network. The system
administrator could then tailor a second instance of the tutorial at
a different location, using different lessons. If the configuration
screen is not disabled, the employee will be able to choose the
lessons he wishes to view, with all options being available.
Slide 139

Operator Training Needs 12
Choose one or a combination of these delivery methods to best suit your

organizations needs.
! Traditional Classroom (our site or yours)
! E-Learning Live (Kronos Virtual Classroom)
! Self-Paced, Web-Based Tutorial
! Courseware License Kit
! Train the Trainer Approach
Traditional Operators attend courses in an Area or Regional Kronos office. Certified

Classroom instructors lead participants through a series of lecture and hands-on
activities. The average class size is eight participants and each participant has
his or her own desktop on which to work. Traditional instructor led classes
can be held at our site or yours.
E-Learning Live The Kronos Virtual Classroom (KVC) allows any member of your
organization to attend instructor led sessions over the Internet. Certified
instructors lead participants through a series of lectures and hands-on
activities. Sessions are an average of two hours and give participants the
opportunity to learn information in small modules.
Self-Paced, Employees use a highly interactive, self-paced, web-based instructional CD.

Web-Based Tutorial It provides the same scope of product information as the traditional class with
additional practice sessions and quizzes. This tutorial can be tailored to your
companys needs, so that employees only learn about the features that they
will be using.
Additional Options Kronos Educational Services can provide additional options for training your
supervisors and operators. We offer courseware license kits that allow you to
purchase a license for our standard courseware. The courseware license is
based on the number of user licenses that you purchased with Workforce
Timekeeper. This license kit, coupled with a Train the Trainer approach,
allows you to train someone in your organization to deliver Kronos courses to
your operators.

13
Stress the requirements of KVC:

HARDWARE
! Computer PC with minimum Pentium 133 MHz processor
! Memory (RAM) 64 MB
! Monitor
256-color or greater (High Color 16-bit display highly recommended)
800x600 display (1024x768 recommended)
! Data Storage 60 MB free disk space (for temporary storage
of course data)
! Sound Card Minimum 16-bit
! Mouse or other pointing device
! Headset Recommended replaces Microphone and
Speakers
! Microphone Required unless using headset
! Speakers Required unless using headset
SOFTWARE
! Operating System Windows 95, 98, or NT 4.0 Workstation w/
SP 4 or higher, Windows 2000 Professional
! Web Browser Netscape Navigator 4.06 or higher, or
! Microsoft Internet Explorer 4.01 or higher with Java and
JavaScript enabled
! Centra client software installed
Slide 140

Kronos Virtual Classroom 13
Kronos Virtual Classroom

! Live, Certified-Instructor Led
! Bite-Sized Modules
! Just In Time
! Convenient- right at your desktop
! Flexible (can accommodate 3rd shifts)
! Easily Customizable
! Cost Effective
! Easy Reinforcement (Record/Playback Feature)
What is the Kronos The Kronos Virtual Classroom, (KVC), is a live classroom environment
Virtual Classroom? conducted over the Internet. It offers Operators training in bite-sized modules
right at the customer's place of work. The courses are offered at various times
of the day to easily accommodate employee schedules. The KVC sessions
also provide reinforcement and new-hire training just in time. KVC is a cost
effective alternative to traditional classroom offerings.
What do you need to The Kronos Virtual Classroom requires a minimum 133 MHz, 64-MB
run the Kronos machine with Netscape Navigator 4.06 or higher, or Microsoft Internet
Virtual Classroom? Explorer 4.01 or higher with Java and JavaScript enabled. The desktop must
also have at least 60 MB of free disk space and a sound card. KVC requires a
headset with a microphone.
How do I find out Visit kvc.kronos.com to learn more about KVC and the current course
more about the offering. Also contact your Kronos Sales Representative to find out more
Kronos Virtual information about pricing.
Classroom?

14
Note
Mention to participants that if the customer is not equipped
to meet the hardware and software requirements of KVC,
there may be a few Kronos regional offices that may offer
the ability to take the KVC courses. Please check with the
individual Kronos office to confirm this.
Slide 141

KVC - Our Office or Yours 14
Come to a Kronos Regional Office and take the first three courses in the
curriculum from our certified instructors.
Or
Stay in your office and take a few short KVC courses from a certified
instructor. Two or three KVCs equal one of the traditional instructor led
courses.
KVC Equivalents
Traditional
KVC Equivalents
Instructor-Led Course
Workforce Timekeeper 4 ! WTK 4 Department Manager KVCs (5
Department Manager modules; delivery may be tailored))
Workforce Timekeeper 4 ! Overview and Basic Timecard Edits
Daily Operations ! Managing Timecards
! Time Entry and Daily Reports
Workforce Timekeeper 4 ! Creating HyperFind Queries
Pay Period Operations ! Pay Period Operations and Reports
Workforce Timekeeper 4 ! Building Schedules
Scheduling ! Maintaining Schedules
Workforce Timekeeper 4 ! WTK 4 People Setup & Maintenance
Setup and Administration ! WTK 4 Creating Workforce Genies
! WTK 4 Access Profiles
! WTK 4 E-mail & Workflow Notification
! WTK 4 Basic Accruals
Workforce Timekeeper 4 ! WTK 4 System Settings (1)
System Settings and ! WTK 4 System Settings (2)
Information
Workforce Timekeeper 4 ! Record Manager (1) Overview
Record Manager ! Record Manager (2) Archiving Data
Operations ! Record Manager (3) Archive Access & Strategy
! Record Manager (4) Copying Rules;
Troubleshooting

15
Explain to participants the mentoring and certification process

that all Kronos Instructors go through to become certified to
teach courses in the Workforce curriculum as follows: Instructors
are required to take each course as a participant, then take the
course again observing the mentoring instructor's techniques
and methodology. After instructors have completed their
observation, they go through a series of team-teach
opportunities with the mentoring instructor to become certified on
the particular course. Instructors are required to perform a solo
delivery of the course for which they are becoming certified. The
mentoring instructor signs off or certifies the instructor for the
course when they feel the instructor can cover the material in
each course at the mastery level.
Kronos Training courses are 100% guaranteed. This provides
our customers with something that other labor management
companies do not provide. If, for any reason, a customer does
feel they received a quality training experience, they will be able
to retake the course free of charge.
Slide 142

Quality Training - Guaranteed 15
Kronos Instructors All Kronos Instructors go through a mentoring program to become certified to
are Certified. teach the different courses offered in the Workforce curriculum. This
mentoring program helps to ensure our customers have a quality training
experience.
Kronos training The courses delivered by Kronos Instructors are 100% guaranteed. If you feel
classes are 100% that you do not receive a quality training experience, Kronos can arrange an
guaranteed opportunity to retake the course free of charge.

16
Slide 143

Education is Key 16
Education is the Key Education is the key for customers to maximize their business resources. The
for Our Customers guiding principle of Kronos Educational Services is to provide the programs
that enable your customers to realize the greatest benefits from their Kronos
system and make their jobs easier. Kronos Educational Services offers a
flexible array of programs utilizing a range of media including hands-on
courses, self-paced, computer-based tutorials, and the Kronos Virtual
Classroom (Web-based educational tool).
Kronos courses are offered locally and regionally and via the Internet. They
are delivered by professional Kronos certified trainers in fully-equipped
training rooms across the country. All courses include hands-on labs and
exercises that guarantee a quality learning experience. For your convenience,
the Kronos Customer Education web site has learning paths, course
descriptions, schedules, and up-to-the-minute availability. Once you are
beyond your initial implementation, you can register for Kronos classes
directly on-line.
As an option, customers can opt to license or customize courseware for use in
their own training facilities. Licensing allows customers to use the expertise
of their own training staff in concert with the expertise of Kronos educational
materials.
Customization Services
Kronos offers course customization services. This service provides your

organization with a skilled and dedicated team to discover training objectives
and create customized training solutions for your organization.
Consulting Services
Kronos Consulting Services are designed to provide customers with the

capability to extend their applications, optimize their technology
environment, take advantage of best practices within their industry, and
receive customized knowledge transfer.
We offer the following consulting services. To learn more about any of these
offerings, please contact your Project Manager or Account Representative.
! Productivity Services
! Technology Services
! Industry Consulting
! Education Consulting

17

Traditional Instructor-Led Courses 17
Note
The Kronos Educational Services Web Site contains the most up-to-date
information about these courses, including part numbers, pricing and
availability. Also, please consult the KVC Equivalents table earlier in this
section for e-learning equivalents to many of our instructor-led courses.
Workforce Timekeeper 4 Pre-Implementation Workshop
Audience Members of your implementation team: Supervisor, Payroll Manager, HR

Manager, System Administrator, IS Specialist, Database Specialist, Help
Desk Specialist, Business Analyst
Description This 2-day workshop is intended for those who are new to Workforce
Timekeeper. This workshop will allow you to explore the Workforce
Timekeeper product and understand the decisions that are involved in
implementing the product. The workshop will cover both daily and pay period
activities, setup options and steps, a configuration overview, a
communications overview, an architecture and infrastructure overview, as
well as an entire chapter dedicated to making decisions about your Workforce
Timekeeper System. This workshop is available as a dedicated event for your
organization.
Objectives After completing this workshop you will be able to:

time.
! Interpret how Workforce Timekeeper 4 is configured to accommodate
pay policies.
application.
Prerequisites Basic understanding of the MS Windows user interface (CompUSA offers

Kronos customers discounted rates for introductory MS Windows courses.)
Comfortable with using a web browser. In order for this workshop to be held,
a minimum of 3 representatives from the customer organization must be
enrolled.

18

Workforce Timekeeper 4 Migration Workshop
Audience Members of your migration implementation team: Supervisor, Payroll

Manager, HR Manager, System Administrator, IS Specialist, Database
Specialist, Help Desk Specialist, Business Analyst
Course Description This course is intended for those who are upgrading from Workforce
Timekeeper 2A.03 or higher to Workforce Timekeeper 4. This workshop will
allow you to explore the new features in Workforce Timekeeper 4 and
understand the decisions that are involved in implementing the latest version
of this product. The workshop will cover setup options new to version 4, an
overview of the upgrade process, hardware and infrastructure requirements, a
version 3 to version 4 feature evolution timeline, and training options. This
workshop is intended to focus on one to two customers in order to concentrate
on their needs.
Objectives After completing this course you will be able to:

! Identify new terminology in Workforce Timekeeper 4
! Recognize the new features in Workforce Timekeeper 4
! Recognize how the new features have evolved from previous versions of
Workforce Timekeeper
! Interpret the new setup options that are available and apply them to your
organization
! Identify the components of the Workforce Timekeeper 4 architecture and
understand their relationship to the overall system environment
! Understand the process of migrating your Workforce Timekeeper system
and recognize what information is converted in the process
! Explore your training options as a Workforce Timekeeper 4 migration
customer
! Analyze the capabilities of Workforce Timekeeper 4 in order to make
implementation decisions

Comfortable with using a web browser. Must be a user of Workforce
Timekeeper 2A.03 of higher.

19

Workforce Timekeeper 4 Department Manager
Audience Supervisor, Department Manager, Administrative Assistant, Payroll Manager,

and HR Manager
Course Description This instructor-led course provides you with the knowledge you need to work
with the Workforce Timekeeper software on a daily basis. Daily tasks include
editing timecards, generating reports, maintaining schedules, and approving
timecards.
This course is designed to provide you with an understanding of the basic
activities that are necessary for managing employee time and labor data. This
course combines lecture, demonstration, and many hands-on practice
exercises. You leave the training class with a comprehensive Participant
Guide and a set of Quick Reference Guides that explain the most common
daily tasks and payroll close tasks.
Objectives After completing this course, you should be able to:

! Explain basic Workforce Timekeeper functions and terminology
! Identify the different time entry methods
! Explain navigation concepts
! Apply edits and approvals to timecards
! Generate daily reports
! Edit and maintain schedules
Prerequisites Basic understanding of the MS Windows user interface. (CompUSA offers

Comfortable with using a Web browser.

20

Workforce Timekeeper 4 Daily Operations
Audience Administrative Assistant, Supervisor. Also includes Payroll Manager, HR

Manager, Store Manager, Plant Manager, System Administrator,
Configuration Specialist, IS Specialist, Database Specialist, and Help Desk
Specialist because this course is a prerequisite for many other Workforce
Timekeeper courses.
Course Description This instructor-led course is designed to provide you with an understanding of
the basic, daily activities that are necessary for keeping track of and managing
employee time and labor data. This course combines lecture, demonstration,
and many hands-on practice exercises. You leave the training class with a
comprehensive Participant Guide and a set of Quick Reference Guides for the
different time entry methods.

! Explain basic Workforce Timekeeper functions and terminology
! Explain navigation concepts
! Identify the different time entry methods
! Use Workforce Genies to locate people for editing sessions
! Apply edits and approvals to timecards
! Print timecards and e-mail messages about timecards
! Apply group edits to many employees
! Generate daily reports
Prerequisites Basic understanding of the MS Windows user interface. (CompUSA offers

Comfortable with using a Web browser.

21

Workforce Timekeeper 4 Pay Period Operations
Audience Payroll Manager, HR Manager, Store Manager, Plant Manager. Also includes
System Administrator, IS Specialist, Database Specialist, and Help Desk
Specialist because this course's content is a prerequisite for more advanced
courses.
Course Description This instructor-led course is designed to provide you with a general
understanding of the operations that are necessary for keeping track of and
managing employee time and labor data on a pay period basis, as well as
accessing and interpreting pay period based reports.

! Explain advanced Workforce Timekeeper functions and terminology.
! Create and manage HyperFind queries.
! Perform pay period operations
! Schedule reports to run automatically
! Generate periodic reports
Prerequisites ! Workforce Timekeeper 4 Daily Operations (or KVC equivalent)

22

Workforce Timekeeper 4 Scheduling
Audience Managers, supervisors, and administrative personnel who are responsible for
creating and maintaining employee schedules
Course Description This instructor-led course is designed to provide you with the information you
need to build and maintain individual and group schedules using the
Workforce Timekeeper scheduling tools. This course combines lecture,
demonstration, and many hands-on practice exercises and includes a
comprehensive Participant Guide.
Objectives After completing this course you should be able to:

! Recognize scheduling concepts and terms
! Navigate the Workforce Genies for Scheduling and identify their
components
! Build schedules from Schedule Planner, including adding shifts, pay
codes, and patterns to employee schedules
! Set up scheduling tools: schedule periods, shift templates, pattern
templates, and schedule groups
! Build individual and group schedules using shift templates and pattern
templates
! View the schedules in the Workforce Genies for Scheduling
! Maintain schedules (edit shift start and stop times, delete and restore
shifts, apply labor account and work rule transfers to shifts, apply pay
code edits, create ad hoc shifts and temporary schedules, edit schedule
group assignments, create personal schedule groups, view accrual
balances and schedule audits, and edit Individual Schedules)

23

Workforce Timekeeper 4 Setup and Administration
Audience System Administrator, Payroll Manager, HR Manager, Configuration

Specialist, IS Specialist, Database Specialist and Help Desk Specialist
Course Description This instructor-led course will prepare you to perform set up and
administrative functions within the Workforce Timekeeper product. Focus
will be on the functions necessary to set up and maintain your Workforce
Timekeeper software.
This course is intended to provide you with an understanding of how to
maintain People records, create Workforce Genies, create Access Profiles,
use the basic accrual features, integrate e-mail with Workforce Central, and
configure Workflow Notifications.
This course combines lecture, demonstration, and many hands-on practice
exercises. This approach provides you with practice and understanding of the
administrative functions.

! Add a person to the Workforce Timekeeper database
! Maintain People information
! Create Workforce Genies
! Define Access Profiles
! Send e-mail from within Workforce Central
! Set up Workflow Notifications
! Create Basic Accrual Profiles

24

Workforce Timekeeper 4 System Settings & Information
Audience IS Specialist, System Administrator
Course Description This course provides you with the ability to administer and troubleshoot a
Workforce Central application server. You will learn how to find key system
information, such as which users are connected to the application server,
number of active user sessions, product versions, and server time. You will
run log reports to analyze server activity through filtered log file information.
You will configure property file information to perform such tasks as adding
server-based printers, increasing log file size, changing the number of report
engines and callable totalizers, and setting authentication modes. You also
learn how to divide tasks up between multiple application servers in a multi
server environment.
The course combines lecture, demonstration, and many hands-on practice
exercises.

! Monitor key system information
! Run and interpret Log Reports
! Identify the purpose and location of Property Files
! Modify Property Files through System Settings
! Work with Workforce Central in offline mode
Prerequisites ! Workforce Timekeeper 4 Setup and Administration (or KVC equivalent)

25

Workforce Timekeeper 4 Database Overview and
Maintenance
Audience IS Specialist, Database Specialist and Help Desk Specialist
Course Description This instructor-led course prepares you to maintain, understand, and
manipulate information in the Kronos Workforce Timekeeper database. This
course is intended to provide you with an understanding of how to maintain
and support the database. It covers database middleware, the database utilities
that Kronos provides, conceptual understanding of the background processor,
and how to use the Import facility.
Kronos Workforce Timekeeper database.

! Identify the needed middleware to support Oracle, SQL, and DB2
databases
! Run the Kronos-provided database utilities
! Find employee and hour information within the database tables
! Set up and monitor the Background Processor
! Run the Import facility
! Identify the Import tables in the database
Prerequisites None; see Recommended Courses
Recommended ! Workforce Timekeeper 4 Daily Operations (or KVC equivalent)

Courses ! Workforce Timekeeper 4 Setup and Administration (or KVC equivalent)

26

Workforce Timekeeper 4 Managing Pay Rules
Audience Payroll Managers and Payroll Supervisors who are responsible for modifying
and supporting an existing Kronos Workforce Timekeeper configuration
Course Description This course helps you manage and modify current pay rules. The course
includes an overview of the different parts of the Kronos Workforce
Timekeeper configuration and provides concrete steps for applying common
changes to existing pay rules. Some of the areas that are covered include
adding a labor level entry, defining a combined pay code, modifying rounding
rules, flagging different exceptions, changing a deduction rule and changing
dates in the holiday table. The course is based on typical customer scenarios,
providing you with a hands-on opportunity to modify an existing
configuration.
If you are involved in designing and/or building your organization's
configuration, attending the 4-day Workforce Timekeeper 4 Configuring and
Managing Pay Rules course instead of this course is highly recommended.
Don't enroll in this course if you have taken the Kronos Workforce
Timekeeper 4 Configuring and Managing Pay Rules course within the last 12
months.
Note
The Managing Pay Rules course does not meet Help Desk certification. If you
are planning on attending the Kronos Workforce Timekeeper 4 Advanced
Configuration course, Managing Pay Rules does not fulfill the prerequisite
requirement.

! Identify the configuration building blocks for work rules, pay rules, and
the holiday table
! Explain the benefits of routinely signing-off and locking payroll data
prior to any configuration changes
! Add a labor level entry
! Add a combined pay code
! Determine round and grace definitions for in-punches and out-punches
! Edit an exception rule to flag late in-punches
! Modify an automatic meal deduction rule
! Modify a daily overtime rule
! Add a new holiday to the Holiday Table
! Change dates in the holiday table
! Create a work rule and apply different rounding and exception rules
! Explain the different Pay From Schedule options
! Identify how Hours Belong To affects totals for shifts across a day divide

27

! Analyze timecard totals and determine what configuration changes are
needed to correct timecard totals</
Prerequisites ! Workforce Timekeeper 4 Daily Operations (or KVC equivalent )

! Workforce Timekeeper 4 Pay Period Operations (or KVC equivalent)
Recommended ! Defining Access Rights (KVC course)

Courses ! Maintaining People Information (KVC course)
! Kronos Workforce Timekeeper 4 Scheduling (or KVC equivalent)

28

Workforce Timekeeper 4 Configuring and Managing Pay
Rules
Audience Configuration Specialist, Payroll Manager, IS Specialist and Help Desk

Specialist
Course Description This instructor-led course is designed to give you working knowledge on the
pay rule configuration and support aspects of the Workforce Timekeeper
system. This course covers the basics of configuring the product in detail -
from describing what rounding is to assigning pay rules to employees and
testing punches. Each section of the course includes a summary and practice
exercise to help reinforce new concepts. At the end of the course an extensive
hands-on lab is included to practice new skills.
This course combines lecture, demonstration, and hands-on practice
exercises. This approach provides you with practice and understanding of
Workforce Timekeeper 4 Configuring and Managing Pay Rules.
Note
If you have taken the Managing Pay Rules course, you should not take this
course unless you plan on attending Workforce Timekeeper 4 Advanced
Configuration.

! Recognize the Workforce Timekeeper terminology and apply it to payroll
policies
! Describe the configuration overview
! Locate and configure labor levels and labor entries in Workforce
Timekeeper
! Define pay codes and combined pay codes
! Create a Workforce Timekeeper work rule utilizing all of the covered
work rule building blocks
! Create a Workforce Timekeeper pay rule utilizing all of the pay rule
building blocks
! Explain when and how to assign a different work rule to an employee's
shift
! Describe the importance of the sign-off ad lock process in Workforce
Central

! Workforce Timekeeper 4 Scheduling (or KVC equivalent)

29

Workforce Timekeeper 4 Advanced Configuration

Specialist
Course Description This instructor-led course is designed to increase your knowledge of

advanced configuration parameters in Workforce Central. It will teach you
how to configure the more complex configurations using actual customer case
studies from a variety of industries. Each section of the course includes a
summary and practice exercise to help reinforce new concepts. The course
concludes with an extensive hands-on lab to practice and test new skills.
Objectives After completing this course, you should be able to complete a complex
Workforce Timekeeper configuration using the following features:
! 24-hour operations with shifts that cross the pay period boundary
! A pay code distribution using both an overtime zone and a combination
! Daily and weekly overtime with the appropriate reset option
! Consecutive day overtime and weekend differential
! Sequencing of hour types to achieve desired results

Workforce Timekeeper 4 Scheduling (or KVC equivalent)
! Workforce Timekeeper 4 Configuring and Managing Pay Rules
(including successful completion of the final lab exercise - no
exceptions.)

30

Workforce Accruals Configuration

Specialist
Course Description This course prepares you to configure non-productive hour pay policies
within the Workforce Timekeeper database. This course is intended to
provide you with an understanding on how to identify the elements of the
Accrual policies from existing company policies. Once the elements are
identified, they are configured in Workforce Central. Configuration includes
defining Accrual Codes to creating an Accrual Rules and Profile and
assigning it to employees. This course combines lecture, demonstration, and
hands-on practice exercises.

! Use the Accrual terminology and apply it to company policies
! Describe each of the elements in the Accruals overview
! Configure Accrual codes
! Configure an Accrual rule based on company policies
! Define an Accrual profile and assign it to employees
! Test the Accrual Rules to determine if they were configured correctly

! Workforce Timekeeper 4 Pay Period Operations (or KVC equivalent)

31

Data Collection Manager Configuration and Support for
Workforce Timekeeper 4
Audience System Administrator, Configuration Specialist, IS Specialist, Technical

Communications Specialist, and Help Desk Specialist.
Course Description This instructor-led course prepares you to configure, maintain, and
troubleshoot Timekeeper devices for the Workforce Timekeeper system. In
addition to providing an overview of system requirements and hardware
components, this course explains how to use each DCM application to create
a successful environment for communication.

! Configure, initialize and update devices
! Configure labor account transfers, pay code edits, and totals at function
keys
! Describe how punches flow from Timekeeper devices to the Workforce
database
! Describe each of the components of the Data Collection Manager
! Explain the difference between a local install and a network install of
DCM
! Identify the log, transaction, and configuration files in the DCMHOME
directory
! Set up and launch events in the DCM Event Manager
! Resubmit or delete invalid transactions
Prerequisites None; See Recommended Course.
Recommended ! Workforce Timekeeper 4 Daily Operations (or KVC equivalent)

Course ! Workforce Timekeeper 4 Setup and Administration (or KVC equivalent)

32

Touch ID Enrollment and Administration
Audience System Administrator, IS Specialist, and Help Desk Specialist
Course Description This course introduces you to the Kronos Touch ID system. It includes a
conceptual overview that describes how the Kronos Touch ID system
interacts with Workforce Central, Data Collection Manager (DCM), and the
4000 Series terminal. It also explains how to use the enrollment software to
enroll employees, and how to use the enrollment software's Administration
mode to perform support and troubleshooting tasks.

! Describe how the Touch ID system interacts with other Kronos products.
! Identify differences between Enrollment and Administrator modes in the
enrollment software.
! Demonstrate how to successfully capture enrollment templates.
! Explain what the difference is between fingerprint images and fingerprint
templates.
! Describe functions available in Administration mode and explain how to
use them to support and troubleshoot the Touch ID system.

Kronos customers discounted rates for introductory MS Windows courses.
Comfortable with using a web browser.
Recommended ! Data Collection Manager Config and Support for Workforce Timekeeper
Course 4

33

Workforce Record Manager Operations
Audience People responsible for archiving Workforce Central data: IS Specialist,

Database Administrator, Database Specialist
Description This instructor-led course is designed to provide you with the information you
need to archive Workforce Timekeeper information from your production
system to a non-production database, and to copy rules from a test database to
your production system. The course focuses on archiving data from your
production database to a non-production database, purging data from the
production database, accessing archived data and defining an archive strategy
for your organization. The course also covers how to copy rules from a test
database to your production database, and how to perform basic
troubleshooting for Workforce Record Manager operations. The course
combines lecture, demonstration, and lab exercises and includes a
comprehensive Participant Guide.

! Archive data from a production database to an archive database
! Schedule Workforce Archive processes
! Enable authorized users to access archived data
! Plan an effective archive strategy for your organization
Prerequisites ! Workforce Timekeeper 4 Pre-Implementation Workshop

OR
! Workforce Timekeeper 4 Daily Operations
! Workforce Timekeeper 4 Setup & Administration (or KVC equivalent)
Recommended ! Workforce Timekeeper 4 Database Overview and Maintenance

Course

34

Kronos Connect Courses 34
Installing and Configuring Kronos Connect
Audience IS Specialist, Configuration Specialist or anyone involved in creating

interfaces.
Course Description This course is designed to provide you with basic knowledge of the Kronos
Connect interface tool. All of the basic aspects of Kronos Connect are exam-
ined. Both Workforce Timekeeper and Timekeeper Central sources are used
to illustrate Kronos Connects abilities.

! Understand the basic components of an interface
! Explain the destination formats that are possible with Kronos Connect
! Load the Kronos Connect software
! Understand the use of the Kronos Connect runtime utility
! Explain the files and folder structure of Kronos Connect
! Know the different sources Kronos Connect can use
! Use several of the basic formatting and conversion tools
! Create a simple payroll interface
Prerequisites Basic understanding of Workforce Timekeeper or Timekeeper Central. Basic

knowledge of SQL is helpful.

35

Kronos Connect Advanced Programming
Audience Configuration Specialist, Interface Specialist, Programmer or anyone looking

for a deeper understanding of using interfaces with the Kronos Connect tool.
Course Description This course covers programming techniques for building intermediate and
advanced interfaces using the Kronos Connect product.

! Build calculations that parse the source data for selected characters
! Create variables for extracting date/time data
! Build calculations to perform date and time arithmetic
! Convert source dates in day-month-year order to month-day-year order
! Build multiple criteria qualifier statements
! Perform basic SQL queries necessary for interim databases
! Configure custom fields within Kronos Connect for Workforce Central
sources
! Study several multi-link interfaces that involve interim database tables.
Prerequisites Basic understanding of Workforce Timekeeper or Timekeeper Central. Basic

knowledge of SQL is helpful. Completion of the Installing and Configuring
Kronos Connect course or permission of the instructor.

36

Technology Courses for Workforce Timekeeper 4 36
Workforce Central 4 Introduction to the API
Audience IT Manager, Configuration Specialist, IS/IT Specialist, Database Specialist,

Technologist, Help Desk Specialist, and any individual interested in
understanding the API and its potential use
Description The course begins with an overview of the architecture of Workforce Central
4 and the key technologies involved in the product. An overview of XML and
the accompanying technologies, DTDs, and XSLT, are also presented.
This course teaches you how to access and update information from the
Workforce Central Database using the API, and discusses strategies for
developing applications that utilize its powerful capabilities.

! Identify the roles of the key technologies involved in Workforce Central;
specifically, HTML, CSS, JavaScript, Java, JSPs, Servlets and Java Beans
! Create well-formed and valid XML documents
! Create DTDs and use them to validate XML documents
! Use the API to create XML requests that update and retrieve information
from the Workforce Central database bypassing the traditional product
GUI
! Use XSLT to transform XML responses sent from the Workforce Server
into HTML documents
! Develop strategies for deploying applications that utilize the XML API
Prerequisites ! Strong programming skills with specific experience in Java. This class
will include a brief review of basic Java, but you should have previously
taken at least one course in Java. The primary areas of concentration will
be on the family of XML technologies, the implementation of Java
Servlets, and using the Workforce Central API. Other areas such as
HTML, CSS, accessing SQL Server/Oracle with JDBC, will be covered
as needed.
! Significant exposure to the Workforce Timekeeper 4 application

37

Workforce Central 4 Using Java to Develop API Applications
Audience Java developers interested in deploying API applications that interact with the
Workforce Central Server
Course Description The Java API for XML Processing (JAXP), included in Sun's latest release of
Java, provides new built-in XML capabilities that allow XML documents to
be parsed and translated (XSLT) through simple method calls. When applied
to the Workforce Central API, powerful and flexible Java applications that
feature real-time interaction with the WFC server can be developed.
This course covers the XML features of Java version 1.4, with specific
attention to using these features to complete transactions with the WFC
Server. This is a hands-on course, featuring a workshop in which participants
create a Java API application.

! Use Java to maintain a continuous session between XML transactions
with the WFC Server
! Use Java to formulate requests sent to the WFC server
! Use the XML features of Java version 1.4 to parse responses from the
WFC server
! Use the XML features of Java version 1.4 to apply XSLT transformations
to responses from the WFC server
! Create a complete Java based application that interacts with the WFC
Server using the API
Prerequisites ! Significant exposure to the Workforce Timekeeper 4 application

! Workforce Central 4 Introduction to the API
! Introduction to Java (or equivalent experience)

38

Introduction to Java
Audience IS Programming Specialist
Course Description This course is an Introduction to Java created around Workforce Central v4.0
as well as object-oriented programming, in the broadest treatment possible.
During this five day class you will learn how to create Java applications,
explore the capabilities of the Java language, and illustrate its potential in
many different environments and processes. Hands-on workshops throughout
the course will provide experience in each major area covered.
Topics Please visit the Kronos Educational Services Web Site for the latest list of
topics for this course.
Prerequisites ! Attendees should have some working experience in high-level

programming. Although familiarity with any specific programming
language is not required, some experience with object-oriented concepts
in another language, such as C++ or Smalltalk, would be helpful.
Introduction to Crystal Report Writing
Audience Database Specialist, IS Specialist, and anyone responsible for creating custom
reports
Course Description This instructor-led course is designed for those responsible for creating
custom reports. The first two days cover how to use Crystal Report Writer
and the third day will explore how data is saved and retrieved in the Kronos
database. Class exercises will cover how to use Crystal reports and how to use
data from the Kronos database to create new reports. This course combines
lecture, demonstration, and many hands-on practice exercises.
Topics ! Creating simple reports

! Selecting records
! Sorting and grouping records
! Advanced formatting and inserting
! Crystal Formula Language
! Creating other types of reports
! Linking to databases
! Crystal dictionaries

! An understanding of SQL query language

39

Advanced Crystal Report Writing
Audience IS/IT Specialist, Database Specialist, Help Desk Specialist, or anyone who
wants to learn the advanced features of Crystal Report Writing
Course Description This instructor-led course is designed to increase your report design skills and
discover the advanced reporting power of Crystal Reports. Along with
hands-on practice, the course covers architecture, Structured Query Language
as it relates to Crystal Reports, advanced formula creation, dictionaries, and
queries. The entire third day will be practice exercises focusing on real-world
complex Kronos issues as they relate to Crystal Reports.
Topics ! Report Creation Review

! Sections
! Advanced Formulas
! Parameter Fields
! Subreports
! Cross-Tab Objects
! Report Design and SQL
! Queries
Prerequisites ! Workforce Timekeeper 4 Daily Operation (or KVC equivalent)

! An understanding of SQL query language
! Introduction to Crystal Report Writing

40

Oracle DBA Light
Audience Database Specialist, IS Specialist, Help Desk Specialist
Course Description This instructor-led course provides you with an overview of the necessary
skills to administer and maintain an Oracle database. Included in the course
are detailed instructions on the facilities required for administration and daily
operation including user management and backup and recovery. The Oracle
Data Dictionary is examined to create awareness among participants of the
wealth of system information available to the informed user of the system.
Dynamic performance tables are also explored to provide access to additional
information about the database. The course will lead up to the building of a
Workforce Central database, from the creation of the Oracle instance,
tablespaces, and users to the running of the database creation scripts.
exercises.
Topics ! Overview of Oracle architecture

! Memory structures and processes
! Relationships between database objects
! User management and database security
! Oracle's data dictionary
! Creating users and roles
! Granting roles and privileges
! Defining database objects in Oracle
! Tablespaces and datafiles
! Tables, indexes, and clusters
! Integrity constraints
! Sequences
! Synonyms
! Oracle Utilities: SQL Loader, Import and Export
! Storage Management:
! Data block structure
! Sizing database objects
! Chained and migrated rows
! Client-Server architecture

! Workforce Timekeeper 4 Setup and Administration (or KVC equivalent)
! Workforce Timekeeper 4 Database Overview and Maintenance
! Experience with SQL or Oracle Database, UNIX, or NT
! Some knowledge/understanding of SQL query language

41

Constructing SQL Queries
Audience IS/IT Specialist, Database Specialist, Help Desk Specialist, Programmers
Course Description The instructor led course prepares you to construct SQL queries using the
SQL standards. This course is taught using SQL 2000. The course will cover
data types, compute statements, aggregate functions, string functions,
date/time functions, joins and unions, sub-queries, cursors, creating views,
creating tables, and various SQL statements.
During the class you will be provided with labs that will create queries against
the Workforce Central database. Many of the labs will provide you with
useful examples of extracting data from the Workforce Central database.
This course combines lecture, demonstration, and many hands-on practice
SQL Queries as they relate to Kronos applications.

! Understand Basic Relational Database Concepts
! Work with the SQL Enterprise Manager
! Use the SELECT Statement to Create Queries and Subqueries
! Create Multi-table Queries using Relational Joins
! Use Functions and Group Data
! Insert, Update, and Delete Data
! Create Views
! Use Input Parameters
! Create useful queries for to query totals, employee information, accrual
information, and labor levels

! Workforce Timekeeper 4 Database Overview and Maintenance

42

Cancellation Policy 42
If you should need to cancel from a course, every effort will be made to
re-enroll you into another class as soon as possible. However, there may be a
waiting period before the next class is offered.
For any public class two days or less in length:
Attendees must cancel at least five business days before the class start date to
avoid cancellation fees (equal to the cost of the course). Participant
substitutions can be made at any time as long as prerequisites have been met.
For any public class three days or greater in length:
Attendees must cancel at least ten business days before the class start date to
avoid cancellation fees (equal to the cost of the course). Participant
If you have requested a private class for your employees

on-site:
Attendees must cancel at least fifteen business days before the class start date
to avoid cancellation fees (equal to the cost of the course). Participant
Note
Kronos reserves the right to cancel classes up to 5 business days before the
scheduled start date due to lack of enrollment or any other unforeseen
circumstances.

43
Slide 144

Summary 43

! Identify the learning paths for the Workforce Timekeeper 4 product.
! Recognize the training options available to educate users in the field.
! Identify what information is covered in each course in the Workforce
Timekeeper 4 curriculum.


Section 8
Conclusion

time.
! Interpret how Workforce Timekeeper 4 is configured to accommodate pay
policies.
application.
Slide 145
Slide 146
Slide 147
Section 8 Conclusion
Before reviewing the course objectives, ask the participants if

they have any questions.
Thank you for your attention during this training class. We hope
you have found it to be helpful and effective.
Your feedback is important to us. Please take the time to

complete the course evaluation.
The Kronos Global Support and customer Web site are services
provided to customers.
Remind customers that if they receive support from a Kronos

Dealer office, they should contact the Dealer office directly.
Slide 148

Conclusion 2
Thank you for your participation in class. You have successfully completed
this course and are on your way to applying what youve learned in class to
your work.
Additional Help As you apply your new skills back in the workplace, you can access other
resources to help answer questions you might have about the Kronos
Workforce Timekeeper system.
Online Help Use online Help for context sensitive information. You can also use the index
to locate help on a specific topic. Online Help guides you through the
necessary steps for performing common tasks.
Web Support You can get lots of helpful information by visiting the Kronos customer Web
site: http://customer.kronos.com. Enter the site with your ID and password. If
this if your first visit to the Web site, you can easily register to join.
On the Web site youll find the training schedules for traditional instructor-led
classroom, Kronos Virtual Classroom, as well as any self-paced training
options. You can register for additional courses to meet your training needs.
You can request technical support from the customer Web site. You can also
browse the Knowledge Base to find the answers to questions that others have
asked. There are also Customer User Forums with helpful discussions for
different product areas and online documentation.
Kronos Global The Kronos Global Support team is available to customers during the hours of
Support 8:00a.m. to 5:00p.m. in your time zone, Monday through Friday. If you
receive support from a Kronos Dealer, please contact their office directly.

Section 8 Conclusion

Glossary
Access Profile - Determines the Workforce Timekeeper components that users can access and the types
of functions that users can perform within the Workforce Timekeeper system. For example, Access
Profiles for Workforce Managers can include permission to edit schedules and timecards. The same
profile can be assigned to a group of similar users such as managers in the same department.
Access Profiles are created in the Workforce Timekeeper Setup application and are assigned to Workforce
Managers and Workforce Professional Employees in the Role workspace of the People Editor.
See Function Access Profile
account lockout - This option secures a user account from future access to the system. After a specified
number of unsuccessful attempts to log on, the account locks and a warning message appears. The user
is locked out of the system and a check is placed in the "Account Locked" check box in the User
Account workspace of the People Editor. Clearing the check box will unlock the account and allow the
user to log on.
In the "Lockout duration" option, a specified length of time is defined to enforce the lock out. When the
specified period has elapsed, the account is unlocked. If a specified period is not defined, the lock out
occurs indefinitely and is released by changing the user account.
accrual - An amount of time or money that employees earn or accumulate over time, based on a
company's employment terms and policy. Typically, an employee accrues time for vacation days, sick
days, and floating holidays. Employees can also accrue money for bonuses, travel allowances, or
uniforms.
accrual balance - The amount of accrued time or money associated with an employee.
accrual code payout - The transfer of unused accrual balances to a pay code for a group of employees.
accrual code type - The unit associated with an accrual code. Accrual codes are measured in days, hours,
or money.
accrual codes - The accounts that identify and hold the type of accrual balance, such as vacation, sick, or
bonus.
For example, you can set up an accrual code named Bonus for a full-time employee who earns money
based on the amount of hours worked. The monetary amount will be added to the accrual balance for
the Bonus accrual code.
accrual pool - Defines an accrual code that holds accrued time or money not associated with an individual
employee. Accrual balances can be transferred from an employee to an accrual pool, or from an
accrual code to an employee.
Workforce Timekeeper 4 Pre-Implementation Workshop -1

Accrual Profile - Contains the accrual rules that apply to similar groups of employees. For example, if you
have full- and part-time employees, you could assign the same profile to all full-time employees and a
separate profile to all part-time employees. An Accrual Profile can contain one or more accrual rules
but each accrual rule must control a different accrual code.
Accrual Profiles are created in the Workforce Timekeeper Setup component. Accrual Profiles are assigned
to new or existing users in the Leave Management workspace of the People Editor.
accrual rule - Defines how and when accrual balances associated with an accrual code are credited and
debited. An accrual rule controls how people accrue time, money, or both. An accrual rule can only
have one accrual code.
accrual rule window - A display of the building blocks in a hierarchy in a tree view, which shows how the
blocks are categorized. You can click on the plus [ + ] symbol to expand the tree view and the minus [
- ] symbol to collapse the tree view.
accrual transfer - Allows a user to move an accumulated amount of time or money from one place to
another by using the Group Edit menu in a Workforce Genie view. Options are: group to pool, group to
employee, and pool to employee
active shift - The shift that is currently assigned to an employee or group. It can be a permanent shift
assigned through a pattern or shift template or it can be a temporary shift assigned through the shift
editor for a limited period of time. If you view the schedule in Schedule Snapshot, the color of the shift
indicates whether it is temporary or permanent.
For example:
Anna's currently assigned shift requires that she work every other weekend from
7 A.M - 7:00 P.M. However, for one month, she needs to take Sundays off. Instead of changing Anna's
assigned shift, you can create a month-long temporary shift in which she has Sundays off. When the
month is up, Anna's schedule reverts to its original shift.
ad hoc query - A search for people in the Workforce Timekeeper system that you create and save for use
during your current session only. Ad hoc queries are useful for unique situations for which no public
or personal queries are created. Ad hoc queries are available only to you on pages where you can run a
query.
-2 Kronos Educational Services

ad hoc shift - An ad hoc shift is a one-time shift associated with a group or employee. Inserting an ad hoc
shift into an employee or group schedule affects only the day to which the ad hoc shift applies.
For example:
Joan is scheduled to work Monday through Friday from 7:00 A.M. to 3:30 P.M. On a Tuesday, Joan's
manager needs her to work overtime. She creates an ad hoc shift for Tuesday with the hours of 7:00
A.M. to 6:30 P.M. This ad hoc change affects only that Tuesday. The change does not affect Joan's
overall pattern.
address - The location of an Internet resource.
An e-mail address can take the form of [name]@[company].com. A Web address can take the form of
http://www.kronos.com.
See URL: Uniform Resource Locator
Adobe Acrobat document format (.pdf) - Adobe Acrobat software lets you convert any document to an
Adobe Portable Document Format (PDF) file.
This format allows you to open a document across a broad range of hardware and software, and it will look
exactly as viewed on your screen, with layout, fonts, links, and images intact.
Alternate Holiday Credit Rule - This rule applies if the eligibility requirements for the current holiday
credit rule are not satisfied. A second holiday credit rule selection is available to fulfill the eligibility
requirements.
See Holiday Credit Rule
amount - Time or money. Amounts used on timecards are associated with a pay code (hours or money) or
with pay rules (hours).
amount associated with a pay code - A credit to an employee of time or money that is processed by and
assigned to a specific pay code.
For example, you can assign 3 hours of time to the Sick pay code and a monetary amount to a Bonus pay
code.
amount associated with a pay rule - A credit of time to an employee that is processed by the employee's
pay rules.
For example, you can credit 8 hours of time to a holiday pay rule that controls payment based on a pay rule
that requires an employee to work the day before and the day after a holiday.
anchor date - The date on which a rotation begins. On the Rotation tab in the Pattern Editor and the
Pattern Template Editor, you must specify an anchor date before you can enter shift information.
approval - An indication of acceptance of a person's timecard. Each approval is recorded in the timecard's
audit trail, which is visible at the bottom of the workspace. Approving a timecard prevents further
editing, unless you have access rights to remove an approval.

Assigned Manager - The employee's direct manager. The Assigned Manager typically edits, approves,
and signs off the employee's timecard as well as creates and maintains work schedules for all
employees assigned to them. The Assigned Manager is also referred to as Manager.
Assignment Rule - Assigns a work rule to a specific time period or shift. When employees qualify for an
assigned shift, the assigned work rule applies, not their default work rules.
See Work Rule
Audit Trail window - A window that displays all punch and edit activity performed in a timecard.
automatic deductions - Time or money subtracted by the system from the hours entered by an employee.
Automatic deductions are specified in work rules and are commonly used for unpaid lunch or break
times.
Background Processor - The administrative software that calculates totals, such as hours worked and
pay earned, from the data in the database. It runs as a background process, and updates totals at
specified intervals.
You must set up at least one Background Processor in your Workforce Timekeeper configuration. To use
the Background Processor, your Access Profile must include the appropriate rights.
basic accrual - Basic accruals use none of the calculated building blocks. With basic accruals, you cannot
add calculated features to an existing accrual rule or profile, nor can you use them to create a new one.
See calculated accrual
batch (Import) - A collection of one or more import tables whose contents are processed as a unit at the
specified time.
For example:
! An import batch named "Weekly Import" is defined to process the contents of Import tables for Labor
Level Entries, People, and Accruals each Sunday at 10:00 P.M.
! An import batch named "Daily Import" is defined to process the contents of import tables for Punches
and Pay Code Edits each day at midnight.
batch event - In Event Manager, a batch event is based on running a predefined batch command. Batch
commands are used to run several tasks sequentially and are not limited to running predefined
Workforce Timekeeper tasks only. Batch events can be any type of executable program.
This type of event can only be created by your system administrator or a person designated by your
company to create batch events.
bonus - An amount of money or time added to an employee's usual compensation. Time of Day, Length of
Shift, or Pay Code can activate the bonus.
break - An amount of time that is configured for meals and work breaks. Break rules contain short,
medium, and long rounds and graces, plus exceptions.
browser - A program that interprets HTML files and displays them on a client computer for viewing
World Wide Web pages. Examples include Netscape, and Microsoft's Internet Explorer.

cache - A region of memory where frequently accessed data is stored on your computer for rapid access.
calculated accrual - A type of accrual that uses and enforces any of the licensed Workforce Timekeeper
Accruals features and building blocks, such as earned grants, fixed grants, carryover limits, earning
limits, and so forth.
See accrual
Callable Totalizer - An application that calculates totals when called by the user. A user selects the
Calculate Totals menu option in the Timecard Editor to see up-to-date totals. To save calculations to
the database, select Save from the menu bar.
call-back pay code - Defines how employees accrue time when they report to work during a call-back or
call-in shift.
See call-in shift
call-back shift - A type of shift that begins when people report to work during an on-call shift. An on-call
(or standby) is a type of shift where people are not on the work premises but are available for work.
These types of shifts are also referred to as call-in shifts.
call-in shift - A type of shift that begins when people report to work during an on-call shift. An on-call (or
standby) is a type of shift where people are not on the work premises but are available for work. These
types of shifts are also referred to as call-back shifts.
Hours accrue for both types of shifts. However, hours accrue differently for on-call and call-in shifts.
See on-call shift
Call-in Work Rule - A rule that contains the call-in work rule building block and the call-back pay code
distribution. Exceptions, rounds, overtime, and zone rules can also be included in the Call-in Work
Rule.
carryover limit - This option ensures that the accrual balance does not carry over from one interval to
another by more than a specific amount. A date pattern is selected to specify the time period in which
carryover processing should adjust the balance to be within acceptable limits.
carryover partial increments - This option specifies whether remaining time from a grant is tracked and
credited to an accrual balance as part of the next incremental grant or is discarded.

CGI: Common Gateway Interface - The specification for how an HTTP server should communicate with
server gateway applications. CGIs can specify how to use to process forms, deliver dynamic
documents, and to interact with other programs running on the server.
client - A program (such as a Web browser) that connects to and requests information from a server.
combined pay code - A single pay code that represents the total of a selected group of pay codes.
comment - Brief descriptive text that a user can associate with amounts, punches, and historical amounts.
Comments are used to manage employee activity, communicate information between users, and
identify problems by tracking the reasons for an edit.
For example, use a comment to indicate why an employee received a particular bonus or why an employee
punched in late.
conditions (for queries) - Search criteria that you specify when creating a query to search for people in
the Workforce Timekeeper system. You specify and assemble conditions for the query using the
HyperFind Query Editor. Only users with the appropriate rights can create queries.
contributing shift - A shift that is considered when determining an employee's eligibility for holiday
credits. A contributing shift must fulfill a set of requirements, including shift length, pay code, day of
week, and days prior to the holiday.
credit - An amount of time or money put into an account.
Crystal Reports Report Writer - A third party reporting tool that allows you to create a report that uses
graphics and colors for screen display, including particular fonts, spacing, and headers and footers for
printing.
current pay period - The pay period that is in progress. Common pay periods are weekly, biweekly,
semi-monthly, and monthly.
Data Access Profile - Allows you to define the work rules or pay codes that a person can use when
assigning time and money. Data Access Profiles also define the reports a Workforce Manager can
access.
data collection devices - Any hardware device that collects punch information. For example, a clock that
collects badge-based input, a wand reader, and a hand-held device.
date pattern - A predictable sequence of dates. Examples of date patterns are: the first of every year, the
seventh day of every pay period, and the Monday of each week.

day divide - Time that defines when one day ends and a new day begins. You set the day divide in a pay
rule. If an employee works a shift that crosses the day divide, the pay rule controls whether the
employee's punches and pay code edits apply to the day before or after the day divide. The Workforce
Timekeeper system can be set up to apply worked hours in any of the following ways:
! Apply all hours to the shift's start day.

! Apply all hours to the shift's end day.
! Apply each hour to the day on which it is worked.
For example:
The day divide in Jane's pay rule is set to midnight. She works from 11:00 P.M. on Monday to 7:00 A.M.
on Tuesday. Depending on other settings in her pay rule, Jane's worked hours can be allocated in any
of the following ways:
! All hours apply to Monday.

! All hours apply to Tuesday.
! One hour applies to Monday and seven hours apply to Tuesday.
day divide override - Allows the day divide to vary during a scheduled shift, based on the specified
override value in a work rule. By temporarily adjusting the day divide to the scheduled start time or
scheduled end time, the scheduled hours of a worked shift are assigned to shifts as a single calendar
day, even if those hours cross the established pay rule day divide. Schedule deviation hours, hours
worked before or after a scheduled shift, are also assigned to a single calendar day using the Day
Divide Override option. Note: The worked shift must be associated with a scheduled shift for the
override to take effect.
debit - An amount of time or money taken out of an account.
Detail Genie - A Workforce Genie view that displays a table of information where each row contains
details about a particular person. From this view, a user can select people and perform group edits or
navigate to other functions.
Device Group - A logical group of data collection devices. For example, all data collection devices in a
specific building might be called by one device group name.
Device groups are assigned to new or existing users in the Timekeeper workspace of the People Editor.
You can assign several device groups to one person.
Display Preferences - Allow you to set up what information users see as well as the information's display
format. The types of display preferences include Workforce Genie profiles and custom URL profiles.
In addition, you can add information fields specific to your site for custom person information and
telephone numbers.
Display Preferences are configured in the Workforce Timekeeper Setup component.

Display Profile - This profile is assigned to a person based on the information they need to display. The
Display Profile is based upon his or her job function.
For example:
A Payroll Manager, Department Manager, Department Timekeeper, or Technical consultant could be some
of the job functions within an organization. Each function could then access the same or different
information displays in the Workforce Timekeeper system.
Display Profiles are created in the Workforce Timekeeper Setup component. The profile is assigned to new
or existing users in the Role workspace of the People Editor.
duration - Spans of time entered without a specific start and stop time. A duration is subject to the same
work rules as a time punch. Durations are entered in a project-based timecard.
earned accrual - An amount of time or money available to an employee based on a certain amount of time
worked. For example, for every 320 hours worked, the employee can earn a vacation day.
earned grant - An accrual that is calculated based on the amount of time in one or more pay codes. When
a new total is computed for the pay code in which the grant is based, the appropriate accrual balances
are automatically incremented.
earning limit - Controls the amount by which an accrual balance can grow.
earning pay code - The pay code that receives the earned accrual.
See earned accrual
Employee Group - A collection of labor level entries assigned to a Workforce Manager that defines which
employee information the manager has access to. An Employee Group is assigned to a new or existing
Workforce Manager in the Role workspace of the People Editor.
end margin - A value that defines the policy under which the Callable Totalizer will recognize that either
of the following events has occurred:
! The employee forgets to punch in after returning from a break.

! The employee does not punch in at the start of the shift.
The end margin uses actual punches, not rounded punches.
event - A report or import of data that is scheduled to run at specified intervals.
Event Manager - A Workforce Timekeeper Suite component that allows you to schedule and automate a
task at future time intervals. Events are scheduled at defined intervals (hourly, daily, weekly, and
monthly) for a specified period. The output of a scheduled event could be printed or sent in an e-mail
message to a list of recipients.
exception - A deviation from normal work patterns, when employees do not punch as expected. For
example, if an employee is absent from work or punches in late, the Workforce Timekeeper system
records that exception in the database.

expansion margin - This option extends the length of the weekend and shift differential zones for a
specified amount before the start time (early expansion margin) and after the end time (late expansion
margin). Employees must still meet the zone and shift length requirements. Hours worked during the
expansion window do not count toward the zone minimum.
See zone
fat client - In a client/server architecture, a fat client is a machine accessed directly by the user that
performs most or all of the processing.
See thin client
fixed grant - Defines periodic accrual increases in preset amounts. For example, according to one
company's accrual policy for vacation time, full-time employees accrue 10 hours per month. On the
employee's seventh anniversary, the amount changes to 13.34 hours per month.
fixed rule - A set of pay period parameters, included in a pay rule, that does not change based on when you
work. Allows you to configure the pay period length, pay period reference day or date, and the day
divide.
full-time equivalency - The number of hours that a person must work to equal the standard full-time
workweek determined by your organization. For example, if a standard workweek is 37.5 hours in a
company, a part-time employee working 20 hours per week must work 75 hours to equal a full-time
employee's two-week work cycle.
Function Access Profile - Determines the Workforce Timekeeper components that users can access and
the types of functions that users can perform within the Workforce Timekeeper system. For example,
Function Access Profiles for a Workforce Manager can include permission to edit schedules and
timecards. The same profile can be assigned to a group of similar users, such as other managers in the
same department.
The Function Access Profile is created in the Workforce Timekeeper Setup component. The profiles are
assigned to new or existing users on the Role workspace of the People Editor.
Genies - A Genie is a configurable tool for automating user tasks. It is configured to show a summary of
key employee information, and connects the user to the Workforce Timekeeper editors.
graces - Values that determine whether employees' punches move backward to the previous round
increment or forward to the next round increment. If a punch occurs after the grace period, it rounds
forward to the next round increment.
Graces work with rounds, which divide hours into even increments.
grant - Defines how and when an accrual balance is credited. Two types of grants exist, fixed and earned.
A fixed grant defines periodic accrual increases in preset amounts. An earned grant uses one or more
earning pay codes as the basis for calculating the amount to credit an accrual balance.
grant date pattern - A method in which the system uses the date pattern to determine when to apply the
grant (credit to an accrual balance) and increments the appropriate accrual code by the grant amount.
Date patterns determine when accrual balances are incremented.

grant on schedule - This option associates a date pattern with the earned grant.
See date pattern
grant qualifier - Defines a condition that must exist in order to qualify for an accrual grant. Two types of
qualifiers exist. One type is for a single probation period and the other for a recurring date pattern. The
qualifier can test for days active, days worked, hours charged to a pay code, or days employed.
graphical user interface (GUI) - Any computer interface that employs graphical controls, such as icons,
as opposed to characters.
group edit - Changes made to more than one person's record at the same time. Use the Workforce Genie
Edit menu to perform group edits.
historical - Refers to a signed-off period, as in amounts or edits.
historical amounts - In a signed-off or locked pay period, a sum of time or money added to or deleted
from a pay code.
historical edit - Adjustments made to an employee's timecard in a signed-off or locked pay period.
Historical edits are entered in the current pay period to add, subtract, or move an amount of time that
applies to a signed-off or locked pay period.
historical move - An edit made to pay code amounts in a signed-off or locked pay period.
holiday - Identifies a special day when employees do not work but are paid or when employees earn a
differential or bonus if they do work.
holiday credit - An amount of time or money that employees automatically receive on a specific day
defined as a holiday. Holidays are generally defined in a company's employment policy plan. When a
paid holiday is defined, employees are paid but, generally, do not work on that day. If an employee
works on a paid holiday, he or she may earn a pay differential or bonus depending on the company's
holiday pay guidelines.
Holiday Credit Rules - A set of rules that define eligibility requirements for holiday credits and the
calculations used to determine the time or wages issued when the requirements are met.

home labor account - The main labor account (sometimes called a cost center) in which an employee's
worked hours accrue. When a supervisor adds an employee to the system, the supervisor assigns the
employee a "home" account. Any hours worked by an employee are automatically charged to this
account, unless hours are transferred or specifically allocated to another labor account.
hour type - A segment of time that accumulates into a separate category.
For example, when employees accrue hours in a holiday zone after reaching a weekly overtime limit of 40,
this segment of time is the holiday weekly OT hour type. You assign pay codes to hour types in the pay
code distribution.
Other examples of hour types are weekly overtime hour type, when an employee has to work over 40 hours
a week to qualify for overtime pay, or daily overtime hour type when an employee has to work over 8
hours a day to qualify for overtime pay.
hourly timecard - A grid used by employees whose time and attendance information is shown in precise
start and stop times.
hours accrual code - Defines a category or "bucket" in which time (in hours) accrues.
HTML: HyperText Markup Language - A collection of tags typically used in the development of Web
pages.
HTTP: HyperText Transfer Protocol - A set of instructions for communication between a server and a
World Wide Web client.
HyperFind - A feature in the Workforce Timekeeper system that allows authorized users to create and
manage queries to search for people in the system. For example, you run queries (search) for people
you want to include in reports or include in viewing and editing timecards for schedules.
hyperlink - A technique that connects you to other documents, other places within the same document,
pictures, or HTML pages. Clicking on a link takes you to the linked target.
hypertext - A link within one document that allows it to connect to and display another document.
Import - A facility that allows you to quickly enter large quantities of data from other sources into your
Workforce Timekeeper Suite database. You can create the import file to add employees, employee
information (punches and pay code edits), labor level entries, user accounts, schedules, scheduled pay
code edits, accruals, and accrual dates.
in-cell editing - Allows you to select any employee, a group, or a single cell in the schedule and enter
shifts, pay codes, or patterns by using menu options or pop-up menus.

in-punch - The punch that starts a work interval. Employees' pay rules determine how in-punches round.
individual schedule - A detailed display of a selected employee's schedule for a specified pay or time
period.
inherited schedule - A schedule that employees automatically assume, or inherit, when they are assigned
to an existing group. If you make changes to a schedule at the group level, an employee inherits the
new schedule.
inside grace period - The rules for defining a shift start or end time movement to inside round
increments. When shift start or end times occur between round increments, graces determine whether
they move forward to the next increment or backward to the previous increment.
For example, based on a 15-minute inside round with a 7-minute grace, if an employee punches between
7:01 and 7:07, the punch is rounded back to the previous increment of 7:00. If an employee punches
between 7:08 and 7:14 (after the grace period), the punch is rounded forward to 7:15. If an employee
punches at 7:00, the punch remains at 7:00.
See inside round
inside round - The rules for defining the hour increments that are closest to the shift start or end times.
You can define inside rounds for punches before the shift time and after the shift time.
The inside round must evenly divide into one hour. For example, 1, 6, and 15 are valid rounds, but 7 is not.
See inside grace period
Internet Protocol Address (IP address) - A number that uniquely identifies a computer attached to a
TCP/IP (Transmission Control Protocol/Internet Protocol) network. IP addresses are used to
communicate across the Internet and are written as four sets of numbers separated by periods. For
example, 204.701.64.2 is an IP address.
interval round - Interval round rules round periods of time. Apply interval round rules to the difference in
time between shift start and end times.

labor account - Cost centers to which a person's worked hours accrue. Each person is assigned a home
account to which his or her hours accrue, unless a shift is an account transfer. Labor accounts consist
of valid combinations of labor level entries to allow you to clearly define the account.
Examples of labor levels, labor level entries, and a labor account are:
! Labor Level 1 = Division (01 North)

! Labor Level 2 = Department (100 Manufacturing)
! Labor Level 3 = Job(3000 Forklift Operator)
In this example:
! The labor levels are: Division, Department, and Job.

! The labor level entries are: (01 North), (100 Manufacturing), and (3000 Forklift Operator).
! The labor level account is: 01 North/100 Manufacturing/3000 Forklift Operator.
labor account transfer - Transfers an employee or group of employees to a different labor account.
labor level entry - A selection at a specific labor level. Labor level entries usually contain an entry
number and a description.
For example, 01 North, 02 South, 03 East, and 04 West are labor level entries for the division labor level,
while 100 Manufacturing, 200 Sales, and 300 Operations are labor level entries for the department
labor level.
Labor Level Set Editor - The component used to create and maintain labor level sets. A labor level set is a
group of labor level entries that are used to determine the employees a manager can access or the labor
level entries an employee or manager can use in a labor account transfer.
Labor Level Transfer Set - A group of labor level entries that a Workforce Professional Employee or
Workforce Manager can use to transfer time or money. Labor Level Transfer Sets are assigned to new
or existing users in the Role workspace of the People Editor.
For example, 101, 102, 103/201/303/405 may constitute a labor level set. When you assign an employee to
this set, you can then assign three hours to the labor account 101/201/303/405 and four hours to the
labor account 102/201/303/405 simply by editing the 100 series entries. No other editing is required as
all other labor levels remain unchanged.

labor levels - Categories that define an employer's job and accounting (cost center) structure. Each labor
level has a list of labor entries associated with it. The following example shows a three-level labor
account structure with numerical labor entries and reference text associated with the labor level entries.
Examples of labor levels, labor level entries, and a labor account are:
! Labor Level 1 = Division (01 North)

! Labor Level 2 = Department (100 Manufacturing)
! Labor Level 3 = Job (3000 Forklift Operator)
In this example:
! The labor levels are: Division, Department, and Job.

! The labor level entries are: (01 North), (100 Manufacturing), and (3000 Forklift Operator).
! The labor account is: 01 North/100 Manufacturing/3000 Forklift Operator.
launch buttons - The icons (buttons) located in the right-hand corner of the header. Depending on your
access profile rights, up to four launch buttons might be displayed. The buttons allow you to quickly
navigate between components in the Suite.
Leave Management workspace - A workspace in the People Editor used to assign an Accruals Profile
and to set up the parameters for capturing the accrual data. The Full-Time Equivalency information is
only available for entry if your company purchased a Workforce Timekeeper Accruals license.
See Accruals Profile
limit - Controls how an accrual balance can grow.
Three types of limits exist in accruals:
! Carryover ensures that the accrual balance does not carry over from one time interval to another by
more than a specific amount. You select a date pattern to specify the time period when carryover
processing should adjust the balance to be within acceptable limits.
! Earning limits the amount of an accrual balance or how the amount of an accrual balance can grow.
! Taking limits the amount of an accrual balance that can be taken at one time. A limit can also be set
that creates a warning when that limit is exceeded. For example, you could configure a rule to issue a
warning if an employee takes more than 10 days of vacation at a time and a rule that does not allow an
employee to take more than 15 days of vacation at one time.

Log Report - System details that allow you to analyze server activity. You can specify a start and end date
to print a detailed report of the activity that occurred in the specified time period. You can access the
Log Report under System Configuration on the navigation bar.
Logon Profile - Logon Profiles define settings for the user's password and the user's restrictions on
Workforce Timekeeper sessions.
Logon Profiles are created in Access Profiles of the Workforce Timekeeper Setup component when using
Kronos authentication. The profiles are assigned to new or existing users in the User Account
workspace of the People Editor.
If your system uses authorization external to the Workforce Timekeeper system, such as the Windows NT
or Lightweight Directory Access Protocol (LDAP) user name, the Workforce Timekeeper system User
Name must be the same.
majorities - A work rule building block that applies a single hour type to shifts when they would otherwise
qualify for more than one zone. The zone hour type with the most hours is applied to the entire shift.
See work rule building blocks
Majority Rule - A work rule building block that allows you to apply specific payroll rules to shifts. A
majority rule applies one hour type to shifts when people qualify for more than one zone. The zone
hour type with the most hours (majority of hours) is applied to the entire shift.
See hour type; zone
Manager - Authorized individuals who can perform the highest level of editing within the Workforce
Timekeeper Suite components. Managerial privileges include editing timecards, editing schedules, and
setting employee wage rates.
meter - A set of measurement tools that collects data for performance analysis.
Microsoft Excel document (.xls) - Microsoft Excel is a software application that is used to create,
analyze, and share spreadsheets.
Microsoft Word document (.doc) - Microsoft Word is an easy to use word processing application that
allows you to create and print documents.
missed out limit - The maximum amount of time permitted after the scheduled start time or the rounded
in-punch before the system assumes that the employee has forgotten to punch out.
See missed punch

missed punch - Timecard punches are typically entered in sets of two: for every in-punch there is a
corresponding out-punch. For example, an in-punch indicates the start of a shift and an out-punch
indicates the end of the shift. If you only enter one punch (either in or out), the corresponding punch is
a missed punch. It appears in the timecard as a solid red cell. If you move the mouse over the red box,
a message provides more information.
money accrual code - A money accrual code is a category or "bucket" in which monetary amounts
accrue.
navigation bar - The bar located to the left side of the Workforce Timekeeper workspace. The navigation
bar allows the user to move to different areas of the product to view information or perform various
functions. The user's profile will determine what options appear on the navigation bar.
non-direct time - Time charged to an overhead activity, which may be a business expense not chargeable
to a particular part of the work or product.
non-productive time - Hours charged but not worked, such as vacation or sick time.
notification - An automatic e-mail message that is set up and maintained by your system administrator or
a person designated by your company to perform this function. Notifications could be:
! Alerting users that important events have occurred (your timecard has been edited)
! Reminding users to perform certain tasks (employees must approve timecard)
! Notifying users of exceptions (a group edit has failed)
off day - A specific day when an employee is not scheduled to work. Use an off day to indicate that an
employee is not available to work on a particular day.
Example:
Jeff is off, but on-call. You can enter an off day in Jeff's schedule and associate it with an on-call work rule,
indicating that Jeff can be called in if necessary. Associating Jeff's off day with an on-call work rule
ensures that he is paid correctly when he is called in to work.
offline mode - A method a person can use to log on to the system to perform system administrative
functions. The Internet and application must be running, but whether the database server is running is
optional. You cannot perform employee functions in an offline mode, such as entering time on a
timecard.
offset date pattern - A date pattern that can be used by another date pattern to advance or delay a start
date.
See date pattern
on-call hours - Time that an employee is available to work but is not necessarily present at the workplace.
on-call shift - A shift for which the employee is available though not necessarily present at the workplace.
The attributes of an on-call shift are established in the work rules.
out-punch - The punch that ends a work interval. Employees' pay rules determine how out-punches round.

outside graces - The rules for defining a shift start or end time movement to outside round increments.
When shift start or end times occur between round increments, graces determine whether they move
forward to the next increment or backward to the previous increment. Use outside graces with outside
rounds.
See outside rounds
outside rounds - The rules for defining hour increments that are beyond the change point. You can define
outside rounds for punches that occur before the shift time and after the shift time. You do not need to
specify a change point to use outside rounds, but you should specify an outside grace.
See outside graces
overdraft - Occurs when a pay code edit results in time or money that exceeds the accrued amount. You
specify overdraft levels that indicate when to send warnings or disallow pay code edits, or both.
overflow accrual code - Defines an accrual code that holds accrual amounts that are lost due to carryover
and earning limits.
See accrual code
override - To cancel or redefine a default or an automatic action. For example, you can override an
automatic meal deduction established by a work rule. On some Workforce Timekeeper systems, you
can also override the minimum and maximum characters set for each labor level.
overtime - A pay code edit that can be applied to an employee's shift indicating overtime worked. Adding
this edit helps you to monitor overtime costs throughout the period.
Overtime Rule - A rule that establishes the limits and reset methods for accumulating overtime hours.
When employees reach overtime goals within specified time periods, they start to earn overtime hours.
For example, after employees work 40 hours (an overtime limit) in a week (a reset method), they accrue
weekly overtime.
Overtime/Zone Combination Rule - Rules that control how the system handles overlapping zone types.
Overtime and zone combinations are used to define the pay code distribution.
If a system requires only one overtime rule, an overtime combination rule must be defined for the one
overtime condition to create the pay code distribution.
password - A string of characters that you use to keep your account secure. Your password is associated
with your user name. All passwords are case sensitive.
pattern - A pattern defines one or more shifts and the order in those shifts are worked for a specific time
period of days or weeks.
For example:
A 28-day pattern can include the following shifts:
! 6:00 A.M. - 6:00 P.M. for seven days

! OFF for seven days
! 6:00 A.M. - 6:00 P.M. for seven days

! OFF for seven days
Pattern Editor - Enables you to define a recurring shift rotation for any employee or group. You can create
rotations of n (number) of days or weeks, with different shifts occurring within the defined pattern.
For example:
Ann, John, Fred, and Sandra all work a four-week rotation that includes the following shifts:
! 1st week 7:00 A.M. - 3:00 P.M.

! 2nd week 3:00 P.M - 11:00 P.M.
! 3rd week 11:00 P.M - 7:00 A.M.
! 4th week off (no scheduled shifts)
You can create a four-week pattern template that includes these shifts. If a you hire a new employee for
this rotation, you can simply apply this pattern when creating the new employee's schedule and
indicate the date at which the employee should start working the pattern.
Pattern Template - A tool enabling you to create a pattern that you can use if many employees work the
same shifts and rotations. You can set up the pattern in the form of a template, then apply the template
to the appropriate employees or groups.
pay code - A category that the Workforce Timekeeper Suite uses to organize time and money. Time pay
codes accrue hours, while money pay codes accrue money.
Examples of pay codes are Regular and Overtime for worked or productive time. Jury duty, vacation, and
sick time are examples of pay codes used for unworked time or non-productive time. Bonus is an
example of a pay code that holds monetary amounts.
pay code distribution - A pay plan for employees that contains a set of hour types or pay situations and
the associated pay codes. Overtime, schedule deviations, and zones are examples of pay situations.
Each work rule contains a pay code distribution.
pay code edit - Pay code edits are made in scheduling, the Timecard Editor, or Workforce Genie
summary views for group edits by adding or deleting time that is not associated with punches (such as
sick or vacation time) to or from a timecard.
pay code to trigger - A type of bonus or deduction that applies to a shift when a specific pay code
becomes active. You must create an hour type pay code before you can configure this bonus or
deduction.
See pay code
Pay Codes Profile - Pay codes organize time and money into productive or nonproductive time and are
based on a company's policies and rules. A Pay Codes Profile contains a group of pay codes that a
Workforce Professional Employee or Workforce Manager can use to record time or money.
For example, regular, daily overtime, bonus, vacation, and sick time are pay codes assigned to a Pay Codes
Profile of Employee Only. When assigning a profile to a new person, you can select Employee Only as
their Pay Codes Profile. The user will only be able to assign time or money to the five pay codes that
appear in the Employee Only profile.
Pay Codes Profiles are assigned to new or existing users in the Role workspace of the People Editor.

pay from schedule - A method used to temporarily pay a set of employees from a Workforce Genie
schedule. Pay from schedule can also be configured to automatically occur every day for those
employees who only edit timecards on an exception basis.
pay levels - Incremental salary amounts.
pay out accruals - The transfer of unused accrual balances to a pay code for a group of employees.
pay period - A period of time for which employees are paid on a regular basis. Examples of pay periods
are: weekly, biweekly, four weeks, semimonthly, and monthly.
pay rule building blocks - The elements of a pay rule used to establish payroll policy.
See pay rule
pay rules - A set of rules used to calculate hours worked by employees. A pay rule contains general
payroll rules such as type of pay period (for example, weekly). A complete pay rule controls such
items as the pay period length, the day divide, when punches link to schedules, when Timekeeper
terminals accept and reject punches, which holidays give holiday credits, and the order that hour types
are processed.

payroll lock - A process that prevents unauthorized users from making changes to timecards that have
been sent to payroll. At a specified time, the payroll processor can perform a Payroll Lock, usually just
before processing the data and issuing checks. Although a Payroll Lock cannot be removed, you can
use historical edits to add, subtract, or move hours in a signed-off or locked pay period.
See sign-off
people - A term that includes all licensed individuals in the Workforce Timekeeper Suite including those
whose information is tracked by the system as well as those who have access to that information.
People Editor - The component used to create and maintain people records and Workforce Timekeeper
licenses.
Records include:
! Common information or a person's demographic information, such as name, ID, hire date, and contact
information.
! A person's work attributes including rules and assignments used to track the person in the system, such
as pay rules and pay codes.
! A person's system access information such as user accounts and roles.
permanent shift - A shift that is a standard shift in an organization's schedule. Typically, permanent shifts
are defined and applied in pattern or shift template and is a shift to which employees are assigned when
hired.
personal query - A search for people that is visible and available only to you. To create a personal query,
you must have the appropriate access rights to create personal queries. These queries are included in
the Show drop-down list on pages where you can run a query.
phantom punch - A punch that the Background Processor or Callable Totalizer adds to a timecard. For
example, pay from schedule punches appear as phantom punches.
A phantom punch appears in the color purple on the timecard. If the punch appears on a gray background,
you cannot edit it.
phantom transaction - A punch, pay code edit, or duration that the Background Processor or Callable
Totalizer adds to the timecard. Phantom transactions appear in the color purple on the timecard.
polled event - This Notification event occurs automatically at a previously timed interval. For example,
the end of a pay period is reached and an employee has not submitted a timecard. An e-mail is sent to
remind this employee to submit a timecard.
pool code - The accrual code that will be credited or incremented at the end of a transfer.

portal - A gateway to the Internet. A World Wide Web site that is or proposes to be a major starting site for
users when they are connected to the Web. There are general portals and specialized portals or anchor
sites. The Workforce Timekeeper Suite uses a specialized portal.
previous pay period - The pay period that has most recently ended. A pay period is the span of time for
which employees are paid regularly. Common pay periods are weekly, biweekly, semi-monthly, and
monthly.
probation period - Interval of time in which accrual balances are earned but cannot be taken or paid. Two
types of probation periods are single and recurring.
A single probation period occurs one time. During a single probation period, time or money is earned and
vested when the probation period ends. At the end of the period, the accrued time or money is
available.
A recurring probation period indicates another probation period begins when a prior probation period
(single) ends. The time or money earned in the single period is vested but not available until the end of
the recurring period.
During the recurring period, time or money continues to accrue but is not vested until the period ends. At
the end of the recurring period, all accrued and vested time or money is available.
See vested amount
productive time - Time worked. Regular and overtime are examples of pay codes for worked or
productive time.
project timecard - A grid used by employees who do not enter punches, but enter the total number of
hours (durations) or money they worked each day along with the labor account and pay code to which
the time or money should be charged.
public query - A search for people is available for use by all system users who can run queries. Only users
with rights to create and manage queries can create public queries. Public query names appear in bold
type in the list of queries.
punch - The time that marks the beginning or ending of a work interval, such as the beginning of a shift or
marking a transfer. Punches are classified using work rules established during system configuration.
The Workforce Timekeeper Suite allows users to enter and manage punches in the following ways:
! Time clock
! Time stamp
! Timecard

query - A search for people used when you want to perform functions such as generating reports and using
the Timecard Editor and scheduling tools. Users with the appropriate access rights to create and
manage queries can provide custom queries to satisfy the needs of specific users or all users. System
users can also create "ad hoc" queries to use during the current session only, to satisfy a specific need.
QuickFind - A Workforce Genie that allows the user to search for a specific person or group by entering
all or part of a person's name or number. The search results in a table of information where each row
represents a person matching the search criteria.
recurring probation period - Indicates that another probation period begins when a prior probation period
ends. The newly accrued time is vested until the probation period ends.
See probation period
reference date - A person-specific date, such as a person's birthday, or a site-wide date or company-wide
date, which does not vary by person. A date pattern uses a reference date to determine the start date.
reference day - Represents the day of the month on which a semi-monthly or monthly pay period begins.
! For semi-monthly pay periods, you can choose any number from 1 through 15. For example, if you
choose 1, the first pay period begins on the 1st day of the month and the second pay period begins on
the 16th day of the month.
! For monthly pay periods, you can choose any number from 1 through 31. For example, use a value of
1 for a pay period that begins on the first day of the month and ends on the last day of the month.
refresh - This action updates information with the most current information from the database server. It
does not cancel unsaved data.
reload - This action cancels any unsaved data and updates information with the most current information
from the database server.

report category - All reports are assigned to a "category" that allows for a quick and convenient way for
users to select a report from a menu. The report categories are:
! All
! Accruals
! Configuration
! Detail Genie
! Import
! Individual Schedule
! Roll-Up Genie
! Schedule Genie
! Timecard
report format - In the Reports component, you can specify a file format when e-mailing a report. The
valid selections are:
! Adobe Acrobat document (.pdf) (default)

! HyperText Markup Language (.htm or .html)
! Microsoft Excel Document (.xls)
! Microsoft Word Document (.doc)
! Rich Text Format (.rtf)
report options - A list of items that allow you to further specify report selection parameters. When an
available option is selected, the content of the report changes accordingly.
These options are separate from the options specified in HyperFind. The HyperFind query specifies which
employees are to be reported on within the report itself. The report options are additional runtime
selection parameters for the actual report.
Options that will be provided based upon the report selected are:
! Absences
! Adjusted/Actual amounts
! Exceptions/Absences
! Holiday Credit Type
! Import Batch
! Import type
! Pay Code Name
! E-mail file format

report queue - When a user requests a report to be viewed online or when a scheduled report is run, it is
sent to the report queue. The report queue can handle the processing of many report requests.
The queuing process also purges files based on a purge schedule configured in the Workforce Timekeeper
Setup component.
The Check Status menu in the Reports workspace shows the status of a users report requests.
reporting file (.rpt) - A type of file used in creating reports. The file extension for this report file type is
.rpt. This file type is specific to Crystal reports.
Reports Profile - Allows access to specific reports generated by the Workforce Timekeeper system. The
Reports Profile restricts which reports can be accessed by the Workforce Manager.
Reports Profiles are created in the Workforce Timekeeper Setup component. The profiles are assigned to
new or existing Workforce Managers in the Role workspace of the People Editor.
restriction - A rule that allows data collection devices to stop employees from punching in if they are too
early for a shift, too late for a shift, or unscheduled. Devices can also reject punches that are too early
and too late for the end of shifts.
Rich Text Format (.rtf) - Provides a format for text and graphics interchange that can be used with
different output devices, operating environments, and operating systems.
Roll-up Genie - A Workforce Genie that displays a table of information where each row contains details
about labor accounts. From this view, a user can select a group and perform group edits or navigate to
reports.
rotation - One or more shifts set up over a set time period in days or weeks.
rounds - A unit of measurement that divides hours into even increments. When shift start or end times
occur between these increments, the times move forward to the next increment or backward to the
previous increment. The movement of these shift start and end times depends on the grace period.
schedule - A list of employees or groups and the hours that they are expected to work during a specified
time period. The schedule is designed to complete the work necessary within budget constraints for the
time period specified.
schedule deviation - Identifies when employees may earn a special differential if they work before or
after their scheduled times. Schedule deviations also help to create the pay code distribution.
schedule group - A set of employees that work the same shifts, such as First Shift, Second Shift, and
Third Shift. When you create a schedule for a group, each employee in the group inherits that schedule,
allowing you to easily make one change for many people. Group schedules have effective dates so it is
possible to have an employee who belongs to more than one group (and group schedule) at different
times.
schedule interval - The number of interval units (days or weeks) for a schedule period. For days, the
minimum is one and the maximum is 365. For weeks, the minimum is one and the maximum is 52.

schedule margin - An interval of time that controls how much time employees have before or after their
regularly scheduled hours to punch in or out. The early schedule margin is the amount of time before
the scheduled start time that employees can punch in and still link to their shifts. The late schedule
margin helps to establish the time restriction after an employee's schedule begins.
Schedule Outline - A textual view of the schedule that includes a list of groups and employees with the
schedule for the group or employee. Patterns display before ad hoc shifts. If an employee is inheriting
a schedule group, the schedule name appears rather than start and stop times.
schedule period - A time period that you define based on how you schedule your employees. Typically,
schedule periods are time increments that are different from pay periods.
Schedule Planner - A tabular, time line view of the schedule that displays a list of employees and groups,
and their schedules.
Schedule Snapshot - A view-only, graphical display of the schedule that includes a list of groups and
employees with dates and bars representing a shift or pay code for an employee or group. The bars
display the start and stop time of the shifts or the pay code names when the mouse pointer moves over
them.
schedule tools - Functions within Scheduling that enable you to create and manage schedules. Tools
include groups, shift and pattern templates, and schedule periods.
scheduled pay code edit - Using scheduling tools, you can schedule time in advance by applying the
time to a specific pay code. You can schedule, copy, move, reschedule, and delete scheduled pay code
edits.
For example, you can schedule holiday hours in advance. Those hours are automatically transferred to the
employees' timecards.
segment - A portion of a shift.
For example:
A shift is 9:00 A.M. to 5:00 P.M, but 9:00 A.M to 12:00 P.M. is spent working in one area, 12:00 P.M. to
12:30 P.M. is a break, and 12:30 P.M. to 5:00 P.M. is spent working in another area. Therefore, the
shift 9:00 A.M. to 5:00 P.M. has 3 segments that make up the shift for the day.
server-based printing (as opposed to local printing) - Print processing is done on the server, not on the
users system. This allows the user to schedule reports to print at specified intervals allowing the user
to continue to work without disruption.

Setup - The configuration component within the Workforce Timekeeper system that provides methods
for:
! Defining unique and complex pay codes, pay rules, holiday credit rules, and work rules
! Modifying labor levels and their associated entries
! Defining access to the Workforce Timekeeper components
! Determining how the Workforce Timekeeper displays appear
! After configuring the Windows-based Setup component, profiles, rules, and labor levels are assigned
through the Web-based People Editor component
shift - A time period that an employee works. A shift can contain multiple segments.
For example, 9:00 A.M. to 5:00 P.M. is a shift.
shift attributes - The details of a shift, including name, segments, start and end days, and start and end
times.
shift builder - A process that automatically creates shifts based upon the patterns created and assigned to
the employee or group. It is a default system event scheduled to run once a week at system startup by
way of Event Manager.
shift code - See shift template
shift details - See shift attributes
Shift Editor - A scheduling tool that allows you to create and modify shifts for a particular employee or
group on a particular day. You can also schedule work transfers and alternate work rules.
The Shift Editor differs from the Shift Template Editor in that you specify all the attributes of a shift
because the shift is associated with a specific date and employee or group.
shift label - Optional name of a shift for displaying on Workforce Genies for Scheduling and reports.
shift patterns - One or more shifts spanning a set time period in days or weeks.
shift template - A tool enabling you to create a shift that you can use if many employees work the same
shifts. You can set up the shift in the form of a template and then apply the template to the appropriate
employees or groups.
shorthand notation - A method that allows users to enter only those labor levels that are changed
regularly, while retaining the ability to enter the usual full labor account, when needed. A slash must
be entered between each value.

sign-off - Sign-offs are performed by managers and are applied to employee data from previous pay
periods. Sign-off is a function that prevents further edits from being made to employee timecards.
The remove sign-off function cancels the sign-off and allows you to make additional edits. Your Function
Access Profile determines whether you have permission to use either function.
split shift - A shift composed of a number of segments, separated by periods away from the workplace.
(Split shifts are a common practice in the restaurant and general retail businesses.)
Summary workspace - A view of a person's basic information, work attributes, and access rights,
recorded and entered into the Workforce Timekeeper database. The Summary workspace is within the
People Editor.
System Information - A component that allows you to monitor user logon activities, view database,
server, application, and licensing details, reset meters, and stop and start daemon threads. You can
access System Information under System Configuration on the navigation bar.
System Settings - A component that allows you to modify the existing system properties and parameters
used to configure your system. You can access System Settings under System Configuration on the
navigation bar.
table format - An import where the data to be imported is retrieved from an external database, inserted
into the prescribed Workforce Timekeeper Database Import Tables, and then imported to the
Workforce Timekeeper database.
taking - An amount of time or money that employees can use based on their accrual balances.
taking limit - Controls the amount of time or money that an employee can use, or take, based on the
employee's accrual balances and company policy. When a taking limit is in effect, pay code edits,
group edits, and imports can be disallowed or can generate a warning.
temporary schedule - A schedule outside of the regular patterns and schedules assigned to groups or
individuals.
For example:
Anna's schedule is set up with a pattern that requires that she work every other weekend from 7:00 A.M. to
7:00 P.M. However, for one month, she needs to take Sundays off. Instead of changing Anna's pattern,
you can create ad hoc shifts for her Sundays during the next month, indicating that she is off. This
schedule is temporary and, when the month is up, Anna can return to her rotation without having to
make any changes to the schedule.
temporary shift - See ad hoc shifts

thin client - In client/server architecture, a thin client is a machine accessed directly by the user that
performs little or no data processing. Most or all of the processing is performed by the server.
See fat client
thread - A sequence of steps that are executed one at a time. A process can consist of one or more threads
that execute simultaneously.
time entry method - Controls how a person enters their start and end times or hours into the Workforce
Timekeeper system. Examples are an hourly-based employee who enters start and stop times, or a
project-based employee who enter hours on a project basis.
time of day - A type of bonus or deduction that occurs at a specific point in time. You can use time of day
for deductions, such as fixed meals.
time periods - Expressions of time intervals that the Workforce Timekeeper Suite uses to define time
cycles.
For example, Previous Pay Period, Current Pay Period, and Next Pay Period are some time periods used in
the Workforce Timekeeper Suite.
time stamp - A method of recording punches that functions much as a time clock but is accessible through
the web. Click Time Stamp on the navigation bar to display a time stamp view. A simple click on the
time stamp automatically records in and out punches.
time zone - A range of longitudes where a common time is used. The Workforce Timekeeper system
includes daylight savings time when applicable.
timecard - A record of an employee's punch and amount information.
The Timecard Editor is used to manage timecard information. You can display and change punch
information, assign and move hours or money to amounts associated with pay codes or pay rules, and
add historical edits.
timecard edit - A change made to an employee timecard, such as the addition of a punch, a labor account
transfer, or an amount associated with a pay code or pay rule.
Timecard Editor - The component that is used to review and edit punches and amounts associated with a
pay code or pay rules.
The Timecard Editor displays the Timecard, Totals, and Scheduled vs. Actual windows (which display by
default).
The Timecard window displays punch and amount information for an employee during a specified time
period.
The Totals window displays a breakdown of the employee's total hours by account and pay codes. The
Scheduled vs. Actual window displays the times employees were scheduled to punch in and out and
the times they actually did.

timeout limit - A security setting that determines how much time must elapse between the time you stop
using the Workforce Timekeeper Suite and the time that your Workforce Timekeeper system times
out. If you have more than one Workforce Timekeeper product running, the timeout period begins
when you stop using all of the products.
tips - Earned money that supplements regular wages. You can configure data collection devices to collect
tip information.
toggle shift time - Allows you to switch between the shift label text and shift hours in Schedule Planner.
total earnings - The total time that a person accrues for a selected accrual code.
total takings - The total accrued time that a person used for the selected accrual code.
totaled amounts - An amount of time to which an employee's pay rules are applied.
Totals window - A window that displays a breakdown of an employee's total hours by pay code type. You
can also move an employee's hours or money amounts from one pay code to another. The Totals
window includes daily totals, shift totals, running totals, and grand totals.
transfers - Hours charged to a labor account that is different from an employees home labor account or
hours charged to a work rule.
triggered event - This Notification event occurs automatically as a result of a certain activity. For
example, a Manager approves a timecard. E-mail is sent to the employee that his or her timecard has
been approved.
unprocessed time - The punches or amounts that are saved but not yet processed.
URL: Uniform Resource Locator - The method by which Internet sites are addressed. An example would
be http://www.kronos.com, the address of Kronos' home page.
See address
user account - A user name, password, and logon profile assigned to people so they can access
information about themselves or others using the Workforce Timekeeper system.
User Account workspace - A workspace in the People Editor that allows you to enter and assign log on
information for users of the system. A user name, password, logon profile, status, and status effective
date must be entered for users to access the system.
validation - A system check to determine whether the value entered is a valid entry.
vested amount - A vested amount, as opposed to an amount that accrues in a probation period, is one that
can be taken or paid out after it is accrued.
See probation period
wage adjuster - An amount that changes the employee's base wage.

Wage Profile - Allows you to assign multiple wage rates to one or more employees. A wage profile is
attached to one or more labor levels and labor entries. When a labor transfer is made to an entry
defined in a wage profile, the employee's wage rate is adjusted based on its definition. This could be a
flat rate, multiplier, or addition to the employee's base wage.
For example, when an employee, who is assigned to a specific job, earns an hourly wage as defined in the
Employee workspace of the People Editor as Base Wage. When this person transfers to another job in
a different shift, it invokes a wage profile that might pay twice the base wage rate for the hours worked
in the different shift.
wage rate - The default for an employee's hourly rate.
weekend differential - An additional amount that employees earn when they work during the weekend.
work history qualifier - A set of conditions than an employee is required to meet prior to a holiday to be
eligible for holiday credits.
work rule assignment - A way to associate additional work rules with a pay rule. Each pay rule contains a
default work rule. Use an assignment rule to override this default by assigning a different work rule.
You can also use the scheduling tools to override the default work rule by allowing employees to do
work rule transfers.
work rule building blocks - Groups of parameters that control similar time and attendance functions.
Work rules contain these groups, or building blocks, that are used to create specific parts of a payroll
policy. Punch rounds, breaks, overtimes, and pay code distribution are examples of work rule building
blocks.
Work Rule Profile - Work rules determine how employee hours accrue. A Work Rule Profile contains a
group of work roles that the Workforce Professional Employee or Workforce Manager can use when
transferring time.
For example, explicit detail about how punches round, what types of overtime the employee can earn,
which pay codes hold what type of hours, and policies for meals and breaks can be work rules that are
assigned the Standard Work Rule Profile. All of the people assigned the Standard Work Rule Profile
can use only these work rules that are assigned to them to transfer time.
Work Rule Profiles are created in the Workforce Timekeeper Setup application. The profiles are assigned
to new or existing users in the Role workspace of the People Editor.
work rule transfer - Changes a work rule for part or all of a shift.

work rules - Work rules, which are combinations of work rule building blocks, apply specific payroll rules
to shifts. These rules determine how employee hours accrue.
Work rules include the following items:
! A round rule ! Breaks

! A shift guarantee ! Bonuses and deductions
! An exception ! Schedule deviations
! A call-in ! Overtimes
! A pay code distribution ! Zones
! Majorities
Workflow Notifications - This component provides you with the ability to set up and automatically send
e-mail notifications to users. The information contained in the notification could be reminders of tasks
that need completion, or alerts about important events that have occurred because of certain activities.
Generally, the system administrator or a person designated by your company is the only person
allowed to set up e-mail notifications.
For example, a reminder to employees to approve their timecards or an alert to a manager that his or her
group edit failed to complete successfully.
Workforce Genie - A Genie is a configurable tool for automating user tasks. It is configured to show a
summary of key employee or labor level roll-up information and connects the user to the Workforce
Timekeeper Editors.
Workforce Manager - A person who tracks and manages other people's information. If they are also a
Workforce Professional Employee, they track their own information as well.
Workforce Professional Employee - A person who tracks their own time and attendance information and
has access rights to view their own reports.
Workforce Timekeeper Employee - A person whose information is tracked by the Workforce

Timekeeper system and who may or may not have access to that information.
workspace - The primary area for displaying each Workforce Timekeeper component. The upper portion
of the workspace contains a header that displays the workspace title, fields, and buttons specific to that
component. Depending on the rights granted to you in your access profiles, up to four launch buttons
might be located in the right corner of the header.

zone - Defined intervals of time that are outside of a normal shift pattern. Available zone types include,
Evening, Night, Sunday, and Weekend.
For example, if an employee works in one of the defined zones, he or she earns a rate of pay that is
different from the rat earned by working his or her normal shift.
Zone Rule - A rule that establishes the required number of hours in a specified time interval (zone) that an
employee must work. For example, Evening, Night, Sunday, and Weekend are zones you can create.

Appendix A
Making Decisions About Your Workforce Timekeeper
System
This section contains the following topics:

! Typical Configuration Steps
! Timecards
! Workforce Genies
! Workforce Genie Column Options
! Schedules
! HyperFind
! Reports and Report Setup
! Available Reports
! Event Manager
! E-mail/Workflow Notifications
Appendix A Making Decisions About Your Workforce Timekeeper System
A-2 Kronos Incorporated

Typical Configuration Steps
In a typical Workforce Timekeeper installation, there is a specific order in which your software
options should be configured.
Some of this configuration is performed in the browser component of the software and some in
the Workforce Timekeeper Setup application. The order in which these items are configured is
important because dependencies exist between many of the configuration building blocks.
Reviewing these steps will not only give you a better understanding of what a Kronos
Application Consultant must do to configure your system, but also serves as a reference as you
discuss with your implementation team the features and options you want configured.
1. Add Labor Levels

2. Add Labor Level Entries
3. Add Pay Codes and Combined Pay Codes
4. Configure Work Rule Building Blocks and Work Rules
5. Configure Pay Rule Building Blocks and Pay Rules
6. Thin Client Setup HyperFind
7. Thin Client Setup Schedule Periods
8. Thin Client Setup Labor Level Profiles
9. Add Display Profiles
a. Build Workforce Genie Detail Column Sets
b. Build Workforce Genie Roll-up Column Sets
c. Build Workforce Genies
d. Define Custom URLs
e. Build Genie Profiles
f. Build Custom URL Profiles
g. Define Display Profiles
h. Define Custom Field Labels
i. Define Telephone Field Labels
10. Define Access Profiles
a. Define Logon Profiles-Password & Session Restriction
b. Define Function Access Profiles
c. Define Data Access Profiles
Workforce Timekeeper 4 Pre-Implementation Workshop A-3


11. Thin Client Setup Shift Templates
12. Thin Client Setup Pattern Templates
13. Thin Client - Assign Employees to Schedule Groups
14. Thin Client Report Setup
15. Thin Client/Import Add People
16. Thin Client Email Setup
17. Thin Client Import Steps
18. Thin Client Event Manager


Timecards
There are many options that a customer has when setting up their Workforce Timekeeper
software. Here are some questions to think about as you begin to think about setting up your
Workforce Timekeeper system. After discussing these questions with your implementation team
and making decisions, you will be able to configure options to create user-friendly screens and
utilize information efficiently.
What format will you use for employee time entry?

! Time Stamp
! Hourly View
! Project View
! Timekeeper Terminal or other hardware option
What format will you use for manager time entry?

! Time Stamp
! Hourly View
! Project View
What format will you use for professional employee time entry?
! Time Stamp
! Hourly View
! Project View
Labor Account Transfers/Labor Level Sets
Do you want employees to be able to do labor account transfers from within their timecards? If
yes, which labor levels and entries will they be able to access?
Do you want managers to do labor account transfers from within their own timecard? If yes,
which labor levels and entries will they be able access?
Do you want supervisors/managers to be able to edit employees labor account transfers for the
employees who report to them? If yes, what labor levels and entries will they be able to access?
Do you want all people to be able to see labor level:

! Names
! Descriptions on Mouse over


There are many additional areas to consider when addressing timecards.
In the area of pay code amounts, consider the following:
Pay Code Edits/Pay Code Profiles
! Will employees be able to enter pay code amounts in their timecards? If yes, to which pay
codes will they have access?
! Will managers be able to enter pay code amounts in their own timecards? If yes, to which
pay codes will they have access?
! Will managers be able to enter pay code amounts for the employees who report to them? If
yes, to which pay codes will they have access?
Adding Comments
In the area of access to adding comments, consider the following:

! Will employees have access to add comments to their timecards?
! Will managers have access to add comments to their own timecards?
! Will managers have access to add or delete comments in the timecards of the employees
who report to them?
Historical Edits
In the area of Historical Edits, consider the following:

! Will employees have access to make historical edits on their timecards?
! Will managers have access to make historical edits on their own timecards?
! Will managers have access to make historical edits on the timecards of the employees who
report to them?
Totalization
Totalizing is the process of maintaining up-to-date information on timecards. Consider the

following options:
! Will employees be able to totalize their timecard on demand?
! Will managers be able to totalize their own timecards on demand?
! Will managers be able to totalize the timecards of the employees who report to them on
demand?


Approval and Sign Off
Here are some points to consider when making decisions about the approval and sign-off
process:
! Will you require employees to approve their timecards?
! Will you require managers to approve their own timecards?
! Will you require mangers to approve the timecards of the employees who report to them?
! Is there a policy in place for when timecard approvals must be completed? If so, when.
! Who will sign-off on employee timecards?
! Who will sign-off on managers timecards?
! Is there a policy in place for when sign-off must be completed? If so, when?
! Who will have access to remove the sign-off on employee or manager timecards?
! Who will have access to payroll lock?
! When will payroll lock be performed?
! Will you payroll lock all people at the same time or will you have different payroll lock
periods for different groups of people?
Miscellaneous
There are other options you can choose for employees and supervisors with regards to the
information displayed or accessible in the Timecard application. Consider the following:
! Will employees have the Scheduled window displayed in their default timecard view? If so,
which type of employees will have access to this feature?
! Will managers have the Scheduled window displayed in their default timecard view? If so,
which type of managers will have access to this feature?
! Can an employees run the Time Detail report from within their timecard?
! Can a managers run the Time Detail report from within their own timecard?
! Can a managers run the Time Detail report on individual employees from within the
timecard?


Workforce Genies
Workforce Genies are tools that give instant access to pertinent employee data. They do require
some thought in their implementation. Consider the following questions:
! Will there be different default Genies for different types of managers?
! When a manager logs in, what will be the default Genie that is displayed?
! What other types of Genies will be assigned to managers?
! When a manager enters a Genie, what will be the default time period displayed?
! When a manager enters a Genie, what will be the default HyperFind displayed?
! Which managers will have access to Roll-Up Genies?
Note
You can assign multiple Genies to managers.
! What columns should be displayed in each Detail Genie?

! Should the columns be different based on the type of manager? If so, how will they differ?
! What columns should be displayed in each Roll-Up Genie?
! What columns should be displayed in each QuickFind Genie?
! When the IS or Support person logs into the system, what will be the default Genie that will
display?
! Will there be different default Genies for the different types of IS or Support personnel?
! What columns should display in each Genie for the IS and Support personnel?
! Who will be responsible for setting up and maintaining Workforce Genies?
Note
When selecting what columns display in each Genie, remember that if you want to display
information about combined pay code information, those combined pay codes must be
defined ahead of time in Workforce Timekeeper Setup > Pay Rules.
! What Custom URLs should display when people log into the system?
! Will there be different URLs that display for different types of people?


Workforce Genie Column Options
Part of the system configuration of Workforce Timekeeper is to create column sets that display
in the Workforce Genies that are assigned to Workforce Managers. You can customize these
columns sets so each Workforce Manager sees only the information that is important for them to
be able to do their jobs.
Workforce Genie Detail and QuickFind Column Options

The following table contains all the columns that you can place in a Workforce Detail or
QuickFind Genie for Workforce Managers. Keep in mind that you can give a unique label to
each column selected.
Absence Excused Absence Unexcused

Active Badge Number Approved Manager Names
Assigned Manager Custom Fields
Email Address Employee Approval
Employee Group Exception
Expected Daily Hours Expected Pay Period Hours
Expected Weekly Hours General Exception
Hire Date Home Labor Account
Description
Home Labor Account Individual Labor Level
Name Description
Individual Labor Level Last Totalized Date
Name
Manager Approval On Premises
Pay Code Total Pay Period Locked
Person ID Person Name
Phone Number Short Name
Signed Off Totals Up To Date
Transferred Employee User Name


Workforce Genie Roll-up Column Options
Workforce Timekeeper also contains column options for Roll-up Genies. Roll-up Genies
provide summarized information by labor account instead of by employee. This is why there are
fewer column options available here. Each column option can have a customized label.
Consider which column options you will need to display
Account Description Account Name

Exception Pay Code Total
Sign-Off Not Issued Total Employees Not Approved By Manager
Total Employees Per Roll-up Total Employees Not Approved

10

Schedules
There are various steps and components to setting up schedules and assigning them to
employees, consider the following:
! How will you define your schedule periods?
! Will there be different schedule periods for different groups of people?
! Who will be responsible for defining schedule periods?
! What schedule Genies will you use?
Schedule Planner
Schedule Outline
Schedule Snapshot
All of the above
! Who will have access to each type of schedule Genie?
! When a manager accesses scheduling, what will be the default schedule period displayed?
! When a manager enters their scheduling Genie, what will be the default HyperFind
displayed?
! What shift templates will you need to define?
! Who will have access to add, edit, or delete the different shift templates?
! What pattern templates will you need to define?
! Who will have access to add, edit, or delete pattern templates?
! What schedule groups will you need to create?
! Who will have access to create, edit, or delete schedule groups?
! How will employees be assigned to the appropriate schedule groups? Manually or via
Import?
! Who will have access to edit employee schedules?
! Will managers be allowed to add scheduled pay code edits?
! Will managers be able schedule off days, transfers, breaks, or unavailable times?
! Will managers be allowed to create temporary shift assignments?
! Who will have access to view employee accrual information from within the schedule?
! Who will have access to view audit trails in the schedule?

11

HyperFind
HyperFind is an application used to query information from the database and display it to the
user. There are many components to creating and maintaining HyperFinds in your Workforce
Timekeeper system. Consider the following:
! Who will create and maintain all Public HyperFinds?

! Who will be able to retrieve SQL from the HyperFind queries defined?
! Will you restrict access to create certain query conditions? (General, Leave Management,
Time Management, User Information)
! Will you restrict access to using the Assemble query tab in HyperFind?
! Who will have access to Query Manager?
Will this person be able to create Personal HyperFinds for others?
Will this person be able to editor duplicate Public and/or Personal HyperFinds?
Will this person be able to delete Public and/or Personal HyperFinds?
! Who will have access to create Ad hoc HyperFinds?
! Who will have access to create their own Personal Queries?

12

Reports and Report Setup
Reporting can be done from almost anywhere in the Workforce Timekeeper system. There are
some options to consider when setting up reports and report access.
! Will all employees have access to My Reports? If so, which self-services reports should
they be able to access?
! What reports can managers access?
! Will different types of managers have access to different types of reports?
! What reports can IS or support people access?
! Who will have access to report setup?
! Which category does each report belong under?
Note
The same report can appear under multiple categories.
! Will you need to duplicate any reports? If so, which ones?

! Of the duplicated reports, will you need to:
Use HyperFind?
Set Dates?
Check the box Has Totals?
Change Category selections?
Change Available Options on the report?
! Will you need to create any custom reports?
! Who will create, maintain, and incorporate the custom reports in Workforce Timekeeper?
! Who will be able to schedule reports to run?
! Will any specific manager or person have high-priority reports access?
! Who will be able to see the report status and stop a report from running?

13

Available Reports
The table below lists all the reports that are available in Workforce Timekeeper:
Absent Employees Accrual Balances and Projections

Accrual Carryover Limits Accrual Codes
Accrual Date Configurations Accrual Date Patterns
Accrual Debit Activity Summary Accrual Detail
Accrual Earned Grants Accrual Earning Limits
Accrual Fixed Grants Accrual Pool Balances
Accrual Probation Periods Accrual Profiles
Accrual Rules Accrual Summary
Accrual Taking Limits Activity Code Definitions
Activity Code Profiles Actual vs. Schedule
Badge Numbers Bonus/Deduction Rule
Break Rule Combined Pay Codes
Comments Daily Schedule at a Glance
Device Assignments Device Groups and Associated
Devices
Employee Hours by Labor Account Employee Schedules
Employee Sign off Employee Transactions and Totals
Employees Currently Earning Time Exception Rules
Exceptions Fixed Rules
Holiday Credit Rules Holiday Credits
Holidays Home Labor Account Assignment
History
Hours by Labor Account Hours by Labor Account with Graph
Summary
Import Errors Import Statistics
Labor Levels Majority Rules
My Accrual Balances and Projections My Schedule
My Time Detail Overtime Rules
Pay Codes Access Profile Pay Codes
Pay Rules People
Punch Origin Reports Data Access Profile
Rounding Rules Schedule Deviation Rules
Terminal Rules Time Detail
Timecard Audit Trail Users Currently Locked Out
Work Rules Data Access Profile Work Rules
Zone Rules

14

Event Manager
The Event Manager is an application within Workforce Timekeeper that allows you to schedule
events to run on a hourly, daily, or periodic basis. This application helps to automate your
system. Consider the following when setting up and using the Event Manager application:
! Who will have access to the Event Manager?
! Who will create and maintain the events?
! What events need to be scheduled?
! How often should each event run?
! Do different types of people need different types of events? If so, please specify?
! What is the process for managers to request that additional events be scheduled?
! Will managers have access to create individual events?
! Who will be able to change the user on a scheduled event?
! How often do you plan to check to make sure scheduled events took place?
! Will you use workflow notifications to alert to the status of an event?
! What is the procedure if someone notices an event did not take place? Who is the contact
person?
! What type of batch events will need to be created?
! Who will be able to add batch events and schedule them to run?

15

E-mail/Workflow
Within the Workforce Timekeeper system you now have the ability to send e-mail notifications
to employees, supervisors, and administrators. Consider the following when setting up your e-
mail access and workflow notifications:
! What type of workflow notifications will you need to set up?

For managers, pay period based
For employees, pay period based
Event Status
Database server unavailable
Application server booted
Group edit failed
Group edit completed
Timecard signed off by manager
Timecard approved by manager
Timecard edited by manager after employee approval
! For each workflow notification type, who will be responsible for setting and maintaining
these notifications?
! For some E-mail notification types, who will be the intended recipients?
! For some E-mail notification types, what HyperFind should be selected?
! For some E-mail notification types, what pay period should be selected?
! For some E-mail notification types, when will the notices be sent?
! How will you populate the People records with e-mail addresses?
! Will managers be able to send an e-mail from a Workforce Genie?
! Will managers be able to send an e-mail from within an employees timecard?
! Will employees be able to send an e-mail from within their own timecard?

16
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Published by Kronos Incorporated

Workforce Timekeeper 4 Pre-Implementation Workshop

Document Revision Product Version Release Date

A Workforce Timekeeper Version 4.0 June 2001

Section 1: Course Introduction

Section 2: Implementation Overview

Section 3: Introduction to Workforce Timekeeper 4

Section 4: System Setup

iv Kronos Educational Services

Section 5: Communications Overview

Section 6: Hardware and Infrastructure Requirements

Section 7: Training Options

Workforce Timekeeper 4 Pre-Implementation Workshop v

Appendix A: Making Decisions About Your Workforce Timekeeper System

vi Kronos Educational Services

This course contains the following sections:

Day 1 ! Course Introduction

Day 2 ! Communications Overview

viii Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop ix

Materials There should be a copy of each Workforce Timekeeper 4 Pre-Implementation

Day Two Review Activity

x Kronos Educational Services

Continued on next page ==>

Workforce Timekeeper 4 Pre-Implementation Workshop xi

1. Log into Workforce Timekeeper Setup. User Name: psuper; Password:

xii Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop xiii

Opening Activity - 3-2-1 Review

Materials: Give out the following items:

xiv Kronos Educational Services

This course contains the following sections:

It is recommended that this course be delivered to one customer

I: 1-2 Kronos Educational Services

After completing this two-day workshop, you should be able to:

! This workshop is intended to prepare members of the customer team to

Workforce Timekeeper 4 Pre-Implementation Workshop 1-2

I: 1-3 Kronos Educational Services

This course consists of:

Lecture and PowerPoint

Your Participant Guide

" Guided Exercises

This course consists of the following components:

Workforce Timekeeper 4 Pre-Implementation Workshop 1-3

Stress that the Pay Rule Survey covers straightforward rules. It

I: 1-4 Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop 1-4

Inform participants that the following pages define some

I: 1-5 Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop 1-5

I: 1-6 Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop 1-6

I: 1-7 Kronos Educational Services

Workforce Timekeeper 4 Pre-Implementation Workshop 1-7

I: 1-7 Kronos Educational Services

After completing this section, you should be able to:

This section takes approximately 20 minutes to complete.

Purpose This section provides an overview of the Kronos implementation

Setup The Facilitator should have the current version of Workforce

I: 2-2 Kronos Educational Services

Your implementation is broken down into distinct phases and processes, as

Planning and Site System Implementation

Planning and Assessment 2