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How to Restrict Employees from Punching In/Out at specific times

Some of my employees punch in well ahead of their shift start time and they are still in the break room when it is time for them to start. Is there a way to stop my employees from punching in too early?

Certain biometric time clocks have the Time Zone feature, which allows your employee to punch in or out during these time zones. With the Biometric HandPunch Manager, you can create different time zones and assign your users to these time zones according to their schedule.

TimeZone.PNG

For example, on a HandPunch 3000, you can create a time zone from 8:00am to 5:00pm Monday to Friday, and assign it to your employees. These employees will then only be able to punch In or Out between this time.

You can assign 4 different times within a time zone. In this example, employees can only punch in between 8:00am to 5:00pm Monday to Friday, and 12:00pm to 5:00pm on Saturday and Sunday.

For employees to not be considered late, you could consider allowing them to punch in 5-10 minutes before the shift starts. You can then use PayPunch to round registrations before their scheduled shift to the shift start time.

For more information, please feel free to call us at 1-888-777-0388 or by sending an email to support@xssoftware.com

Download a 30 day Free Trial here!

How to Transfer Employees from one Handpunch to Another

I have an user that can punch in at several different handpunch locations. Is there a way I can transfer their handprint to the other devices so I do not need to enroll him at each location?

With the Biometric HandPunch Manager there are different ways to transfer your users.

Quick Transfer

  1. Launch the Biometric HandPunch Manager and connect to the device that has the employee. At the same time, connect to the device that you want to transfer the employee to.
  2. Go to User Manager for both devices.
  3. Find the user that you wish to transfer.
  4. Click on the small box left of the Employee ID and drag this to the User List on the other device.

Transfer.png

Restore from Backup (Tutorial on how to backup/restore your device)

  1. Launch the Biometric HandPunch Manager and connect to the device that has the employee.
  2. Go to Backup/Restore
  3. Navigate to the location where you want to save the backup and select Backup Selected Users
  4. Click Backup and then select the employees you want to transfer.
  5. Close the device and then connect to the device you want to add the employee to.
  6. Go to Backup/Restore
  7. Navigate to the location where you want to save the backup and select Restore Selected Users
  8. Click Restore and then select the employees you want to transfer.
  9. Select Merge if the employees are not currently in the database, or Replace if they are.

For more information, please feel free to call us at 1-888-777-0388 or by sending an email to support@xssoftware.com

Download a 30 day Free Trial here!

Manage the Status of your Clients and Calls

In order to effectively manage your clients and calls, you need to track their status.

There are two kinds of statuses; the Call Status, and the Client-Call Status.

In Advanced Contact Manager, you can set the Call Status to track the status of the call. For example, the call will start off as Open, and once it is completed, it would be changed to Closed. You can track how many calls have been closed in the report section of ACM.

In ACM – Contact Relationship Manager, you can set the Client-Call Status to represent the status of the client. For example, if a client contacts you for information about your product or service, they would be considered a New client. Once they make a purchase, they would be changed to Existing.

Call Status: This is the status of the call. Statuses include:

  • Open
  • Assign
  • In process
  • Suspended
  • Closed
  • Rejected

Client-Call Status: This is the status of the client. Statuses include:

  • New
  • Existing
  • Old
  • Quoted
  • Refunded

You can assign the Call status by right clicking on the email and selecting Set Status.

You can assign the Call or Client-Call status status by going to Calls > Group Assign.

Process Status.PNG

Categories: Uncategorized

Happy Canada Day 2016!

We at Xpress Software want to wish you and your family a happy Canada Day this Friday! We also want to wish our friends in the USA a happy Independance Day!

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Please be advised that our office will be closed for Canada Day on Friday, July 1st, 2016 and Monday, July 4th, 2016. If you have any questions or inquiries during this time, you can email us at support@xssoftware.com. The office will resume normal operations on Tuesday, July 5nd, 2016 at 8 a.m., Eastern Daylight Time (EDT).

 

How to Motivate your Hourly Employees #1

Motivating your employees to arrive on time, take lunch breaks under a specific time, not leave the office early, etc., can be a difficult task and can also cost a company a lot of money in lost time.

There are many ways to motivate your employee to arrive on time and not leave early to save you on lost time and money.

1) Employees who make an effort to arrive early to work receive bonus time.

An employee who arrives early for work can get ready to start their day without taking time away from their working hours. For instance, if an employee arrives at 8:55, they may punch in on time, but then take the first few minutes of their shift to get a cup of coffee, chit-chat with their co-workers and use the washroom.

However, employees who arrive at work earlier can get ready and be refreshed before their start time.

For the employees who take the effort to arrive early, we can give them bonus time for their efforts.

For example, employees are scheduled to start work at 9:00am and can punch in at 8:00am. If an employee punches in before 9:00am, their time will be rounded to 9:00am. If an employee were to punch at 8:55, their time would be rounded to 9:00.

However, we can add a rule that if the employee punches in between 8:00-8:45, their time will be rounded to 8:45 instead. This way, they will get a bonus of 15 minutes for arriving early.

EarlyPunch

 

Happy Victoria Day!

Monday is Victoria Day in Canada, which is celebrated on the last Monday before May 25 in honour of Queen Victoria’s birthday on May 24th, 1819.

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We at Xpress Software want to wish you and your family a happy Victoria Day and relaxing long weekend!

Please note that our office will be closed on Monday May 23rd, and will resume on Tuesday May 24th. In the time of the office closure, please send any inquiries by to us by email at support@xssoftware.com.

Categories: Uncategorized

Have a Happy Easter and Good Friday!

Happy Easter!

happy_easter_2015

Easter lands on the first Sunday after a full moon after the Spring Equinox (March 21st). This year there will be a full moon on March 23rd; Tonight! Easter will be this Sunday, March 27th, 2016, and Good Friday will be on Friday, March 25th, 2016.

Please be advised that our office will be closed for Good Friday on Friday, March 25th, 2016. The office will reopen on Monday, March 28th, 2016 at 8 a.m., Eastern Time (EDT).

For any inquiries during the office closure, please send us an email to support@xssoftware.com.

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