Transcript Workforce Timekeeper 4 Pre-Implementation Workshop PPT

Workforce Timekeeper 4
Pre-Implementation Workshop
Course Map
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Welcome
• Your Name
• Organization and your role in your organization’s
implementation
• Location
• Current Kronos product knowledge
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Course Objectives
After completing this course, 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Course Objectives (continued)
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Course Goal
• 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 WTK 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.”
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Implementation Overview
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Section Objectives
•
•
•
•
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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Phases of an Implementation
Project Management
Planning and
Assessment
Deliverables
Site
Preparation
Deliverables
Deliverables

Project Plan

Technical Readiness

Pay Rule configuration

Project Charter

WFC installation

Interface development

Training Plan

Connect installation



Configuration
Summary
Milestone #1 Signoff
System
Certification
Configuration

Interface links
installed
Data collection
installed
Pre-Implementation
Workshop
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Deliverables

User acceptance
testing

Integration testing

Milestone #2 Signoff
Implementation
Support
Deliverables

End-user training

Implementation rollout

Turnover to Kronos
Global Support
Project Work Flow
Start
Planning
Meeting
System
Certification
Pay Rules/Interface
Surveys
Pay Rule and
Interface
Configuration
Install/Configure
Software
Pilot/Parallel
M2*
System
Modification
* M1: Milestone 1
* M2: Milestone 2
(Milestones indicate sign-off points)
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Confirm
Site Prep
Transition
to
KGS
End
Technical
Readiness
M1*
Customer Resources:
•
•
•
•
•
•
Management Leadership (“Executive Sponsor”)
Project Lead
HRIS Resource
Benefit Resource
Payroll Resource
IT Resources
• Network Administrator
• DBA
• Desktop Support
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Kronos Resources: Technical Consultant
•
•
•
•
•
Conduct Technical Review Conference Call
Complete System Readiness Review
Install Workforce Timekeeper applications
Assist with design of Connect Interfaces
DBA resource for client
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Keys to a Successful Implementation
•
•
•
•
•
•
•
Understanding your business objectives
Defining roles and responsibilities
Assuming ownership of the project
Completing project milestones on time
Open communications
Application training
Teamwork!
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary
•
•
•
•
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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Introduction to Workforce Timekeeper 4
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Section Objectives
After completing this section, you should be able to:
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Log On Screen
Log
On Screen
Logon
Screen
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Parts of the Workforce Timekeeper Application
Header
Navigation
Launch Buttons
Workspace
Bar
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
What Are Workforce Genies?
Workforce Genies are powerful tools that
present managers with instant feedback on
critical time, labor, and schedule data.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Key Benefits of 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Key Benefits of Genies (continued)
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Workforce GenieTM Types
Workforce Genies encompass the following types:
•
Detail Genie (T&A)
•
Roll-up Genie (T&A)
•
QuickFind Genie (T&A and Employee Suite Search)
•
Schedule Planner Genie (Scheduling)
•
Schedule Snapshot Genie (Scheduling)
•
Schedule Outline Genie (Scheduling)
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Detail Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Roll-up Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
QuickFind Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Schedule Planner Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Schedule Snapshot Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Schedule Outline Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Time Entry Formats
• There are three time entry formats available:
• Time Stamp
• Hourly
• Project
• Time Stamp, Hourly, or Project time entry
assignment is made in the employee record.
• Time Stamp Employees can also be given an
Hourly view of their timecard.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Time Entry Formats (cont.)
• Managers view the timecard format of the
employee.
• Where appropriate, features, functions, and
displays work the same in both Hourly and
Project timecards.
• Other time entry methods include telephones
(Teletime); Timekeeper terminals, including
hand-held scanners and the new 4500 terminal;
Personal Digital Assistants (MobileTime); and
TouchID.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Time Stamp Workspace
Time Stamp option
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Daily and Periodic Tasks in
Workforce Timekeeper 4
•
•
•
•
Who?
What?
When?
How Often?
Who does what, when, and how
often do they do it? Answering
these questions will help to
determine how people in your
organization will use this product.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Employee Tasks
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Department Manager Tasks
•
•
•
•
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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
High – Level Supervisor Tasks
•
•
•
•
•
•
•
•
Review/edit employee Timecards.
Review/Edit Schedule Information.
Approve/Sign Off Timecards each pay period.
Run Reports on worked time, leave balances,
or efficiency and productivity.
Enter own Worked time and Leave time.
Schedule Events to run.
E-mail employees’ information.
Create HyperFind Queries.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Payroll/HR Supervisor Tasks
•
•
•
•
•
•
•
•
•
•
Review/edit employee Timecards.
Review Schedule Information.
Approve/Sign Off Timecards each pay period.
Run Reports on worked time, leave balances, or
efficiency and productivity.
Enter own Worked time and Leave time.
Schedule Events to run.
E-mail employees’ or managers’ information.
Create HyperFind Queries.
Maintain People Data.
Answer questions from employees or managers.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
I.S. – Kronos Administrator Tasks
•
•
•
•
•
•
•
•
Enter own Worked time and Leave time.
Create Display Profiles and Access Profiles.
Schedule Events to run.
E-mail supervisors information.
Create HyperFind Queries.
Keep track of Db backups and maintain log files.
Run Imports.
Run Reports on efficiency, productivity, system
administration options.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Guided Practice
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Independent Practice
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary
You should now be able to:
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
System Setup
Section Objectives
After completing this section, you should be able to:
• Recognize the importance of configuring Labor
Levels correctly the first 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Section Objectives (continued)
•
•
•
•
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.
• Identify how Wage Profiles can affect how
employees are paid.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Section Objectives (continued)
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Workforce Timekeeper Setup Screen
Path = Start\Programs\Kronos Workforce Timekeeper\Workforce Timekeeper Setup
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Configuration Overview
Employee
•
•
•
Home Labor Account
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
What Makes Up a Person?
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Labor Tracking
Labor Levels:
Facility
Labor Entries:
Division
Department Job
101
201
North
R&D
102
202
302
402
Accounting
Payable
Clerk
East
Labor Accounts:
101/201/301/401
102/202/302/402
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
301
Research
401
Analyst
Labor Level Maintenance
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Workforce Timekeeper
Holiday Building
Blocks
Work Rule Building Blocks
Rounding
Zones
Zones
Holiday
Holiday
Table
Table
Exceptions
Breaks
Breaks
etc.
etc.
Overtime
Overtime
Deductions
etc.
etc.
Work Rule
Holiday Rule
Pay Rule
Building
Blocks
Fixed
Rules
Sequences
Sequences
TK Terminal Rules
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Pay
Rule
Pay Rule Browser: Collapsed View
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Pay Rule Browser: Expanded View
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Pay Rules
Pay From
Schedule
Feature
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Pay From Schedule
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Why We Need Accruals
•
•
•
•
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Calculated Accruals Setup
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
What Are Accruals?
Accrual
Profile
Accrual Rule
Accrual Rule for Vacation
Accrual Rule for Sick
Accrual Rule for Uniform $
Accrual Rule
Days in
Hours in
Vacation
Time
Taken
Code
Overdraft?
Limits?
Probation Period?
Accrual Rule
Money in
Sick
Days
Taken
Code
Overdraft?
Limits?
Probation Period?
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Uniform $
Money
Taken
Code
Overdraft?
Limits?
Probation Period?
Wage Profiles
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Access Profiles
Allow you to enforce Logon rules and restrictions and control
access to Licensed Applications and Data.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Logon Profiles-Password
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Logon Profiles-Session Restriction
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Function Access Categories
Access control points to one’s
own data and the data of one’s
employees
Access control points to one’s own data
(e.g., timecard, reports)
Access control points to the data
of one’s employees
Access to Setup area of Workforce
Timekeeper browser
Access control points to
Record Manager
Access to System Configuration area of
Workforce Timekeeper browser, Workforce
Timekeeper
Setup, and other administrative tasks
Access to XML beans, which can be used to
access the Workforce Timekeeper database from
other programs
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Pay Code Data Access Profile
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Work Rule Data Access Profile
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Report Data Access Profile
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Display Preferences
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Change the order
in which the
columns appear.
Buttons
to add or
delete
columns
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Change the order
in which the
columns appear.
Buttons
to add or
delete
columns
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Roll-up Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
QuickFind Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Schedule Planner Genie
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Building Genie Profiles
Default Genie
The order in
which the
Genies appear
on the
navigation bar.
Change the
order in
which the
Genies
appear.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Creating Custom URLs
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Display Profile – Labor Account
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Display Profile - Timecard
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Display Profile – Manager Selections
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Custom Field Labels
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Telephone Field Labels
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Comments
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Schedule Periods
A time period defined based on how you schedule
your employees.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
What is a Labor Level Set?
•Determines who managers can see.
•Determines what labor entries you can
transfer time between.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Accessing Labor Level Sets
New or Edit in the People Editor
Import into
Workforce
Timekeeper
New, Edit, Duplicate from the
navigation bar >Setup
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Employee Groups
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
E-mail Integration vs. Workflow Notifications
• E-mail Integration
• Allows you to invoke your local e-mail client from within Workforce
Timekeeper Genies or Timecards to send messages to selected people.
• Usually performed by a Workforce Manager and sent to one or more
employees.
• E-mails are sent on an as needed basis.
• Workflow Notifications
• You can configure the system to automatically send e-mail reminders or
alerts at scheduled times or when certain events occur.
• Usually set up by System Administrators and sent to appropriate People.
• E-mail Notifications are sent automatically.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Access Workflow Notifications
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
For Managers, Pay Period Based
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Approval, Sign-off, & Payroll Lock
• Approval is an indication of acceptance, and indicates that the
timecard is finished being edited and is ready for payroll processing.
• It can be done by both the employee and the manager.
• Sign-off closes the timecard from further edits and approvals.
• Usually performed by Payroll just prior to submitting hours to the
payroll company.
• Payroll lock prevents any users from making changes to directly
timecards or schedules.
• Historical Edits can be made for adjustments.
• It protects the integrity of data and helps system performance.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary
You should now be able to:
• Recognize the importance of configuring Labor
Levels correctly the first 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary (continued)
•
•
•
•
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.
• Identify how Wage Profiles can affect how
employees are paid.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary (continued)
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Communications Overview
Section Objectives
After completing this section, you should be able to:
• Identify the components of Data Collection
Manager.
• Recognize Data Collection Manager terminology.
• Explain how data flows from Timekeeper Terminals
to the Workforce Timekeeper 4 database.
• Describe the differences between a local and
network installation.
• Identify Timekeeper Terminal configuration options.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Data Collection Manager
WTK 4
Application
Data Collection
Server
Devices
DCM Comm PC
WTK 4
Browser Clients
Database
Server
WTK
Database
Ethernet
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
DCM System Requirements
Data Collection
Devices
WTK 4
Application
Server
DCM Comm PC
Database
Server
WTK
Database
Ethernet
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Comm PC Requirements
Item
Minimum Requirements
Central Processing Unit
300 MHz or higher
RAM
256 MB *
Hard disk capacity available
50 MB **
Monitor screen setting
800 x 600 with 256 colors
* See memory calculator
* 50 MB must be available at any given time
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Memory Calculator
Item
RAM Requirements
Comm Channels (10 maximum per
Comm PC)
Number of channels x 10 MB
Sentinel
7 MB
Workforce Timekeeper application
connection: 1
Number of connections x 10 MB
DCM applications, including Event
Manager, Device Manager, etc.
Number of applications x 5 MB
DCM Collection Agent
7 MB
Total RAM for DCM
<Total of rows 1 through 6 >
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Example Memory Calculation
Item
Instance
RAM
Comm channels
3 x 10 MB
30 MB
Sentinel
1 x 7 MB
7 MB
Workforce Timekeeper
Application Connection
1 x 10 MB
10 MB
DCM applications running:
Comm Monitor, Event Manager
2 x 5 MB
10 MB
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
150% of 80 MB
Suggested system RAM
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
120 MB
200 MB
Summary of System Requirements
• 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 at any given time
800 x 600 monitor resolution
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Devices: Communication Methods
Three communication methods are available:
Ethernet
Serial
(RS 232)
Modem
Comm PC
Modem
Ethernet
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Collection Methods
Two types of collection methods are available:
• Batch – you specify the time and frequency of
Batch collection
• Online – sends data in real time
• Method used depends on your network type,
communication protocols, and factors such as
network traffic
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Comm PC and Monitor PC
Data Collection
Devices
WTK 4
Application
Server
DCM Comm PC
Database
Server
WTK
Database
Ethernet
Optional DCM
Monitor PC
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Where Do Punches Go?
Data Collection
Devices
WTK 4
Application
Server
DCM Comm PC
Database
Server
WTK
Database
Ethernet
punchevent.tbl
dcminvalidtrx.tbl
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary of DCM Basics
• The DCM system can be used with different Kronos host
applications.
• Three connection methods are available: Ethernet,
serial, or modem.
• Two collection methods are available: batch and online.
• The Comm PC acts as a middleman between devices
and the database. A Monitor PC is optional.
• A DCM system that includes more than one Comm PC,
or a Monitor PC, is defined as a network installation.
• Valid punches are saved in the punchevent.tbl. Invalid
punches are saved in the dcminvalidtrx.tbl.
• You can correct invalid punches with the Transaction
Data Editor.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
DCM Data Flow Overview
Collect punches
WTK 4
Application
Server
Update/Initialize
Database
Server
Comm PC
WTK
Database
Ethernet
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
DCM Connection Components
Status View: Applications
Client: WTK 4
Status View: Comm Channels
Client: DCM Collection Agent
Ether1
Ether2
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Uploading (Collecting) Data
Uploading data occurs in one of the following ways:
• The upload event is scheduled in the DCM Event
Manager.
• A request is made in the Communications Monitor
to retrieve data from devices.
• A device group is defined as Automatic Data
Collection and all devices in that group are
configured for online data collection.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Uploading Data from Series 400 Devices
WFC database
Services on WFC
Application Server
XML data requests
Step #3:
The DCM WFC app
client reads transactions
from the application QIN
file.
Step #4:
The transactions are passed
to the WFC Services Interface, which makes an XML
request to one or many
WFC application servers to
process the transactions.
WFC Services Interface (WFCAPI.DLL)
DCM/WFC Connection Library
DCM WFC Application Client
Step #2:
The requesting comm channel
receives punch data from the
devices and posts the data to
the application connection Q file.
Application
Q file
Application
QIN file
Series 400 Comm Channel
Series 400 Comm Channel
Communications Driver
Communications Driver
Ethernet, serial, modem
Ethernet, serial, modem
Series 400
Device
Series 400
Device
Series 400
Device
Series 400
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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Uploading Data from Series 4000 Devices
Step #4: The transactions
are passed to the WFC
Services Interface, which
makes an XML request to
one or more WFC app
servers to process the
transactions.
Services on WFC
Application Server
WFC database
XML data requests
WFC Services Interface (WFCAPI.DLL)
DCM/WFC Connection Library
DCM WFC Application Client
Application
Q file
Step #2: XML punch data
from all Series 4000 devices
is posted to the Collection
Agent, then directly to the
Application Connection
queue file.
Application
QIN file
Step #3: The DCM WFC
application cient reads
transactions from the
application QIN file.
Collection
Agent
(HTTP Server)
Communication Channel
Communication Channel
Series 4000 Communications Driver
Series 4000 Communications Driver
DCM HTTP Client
DCM HTTP Client
Series 4000
Device
Series 4000
Device
Series 4000
Device
Series 4000
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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Downloading (Initializing or Updating) Data
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
Communications Monitor.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Downloading Data to Series 400 Devices
Step #1: Initialize and
update requests are
posted to the proper
comm channel queue file.
DCM Event Manager
(Timed Event)
Step #2: The comm channel
processes the request by
calling the Configuration Service
to build the download file
AFT
Comm Channel
queue file (s)
Configuration Service
WFC Connection Library
Step # 3: Configuration Service retrieves the
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
files are transferred to the
specified devices.
Series 400
Communication Channel
Communication Driver
Ethernet, serial, modem
Series 400
Device
Step #5: The result from each
device download is posted to
the Communications Status
table in the database and the
application connection log file.
Series 400
Device
Application
Log file
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Downloading Data to Series 4000 Devices
Step #1: Initialize and
update requests are
posted to the proper
comm channel queue file.
DCM Event Manager
(Timed Event)
Step #2: The comm channel
processes the request by
calling the Configuration Service
to build the download file
XML
Comm Channel
queue file (s)
Configuration Service
Communication Channel
WFC Connection Library
Series 4000 Communication Driver
Step # 3: Configuration Service retrieves the
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
files are transferred to the
specified devices.
DCM HTTP Client
Series 4000
Device
Step #5: The result from each
device download is posted to
the Communications Status
table in the database and the
application connection log file.
Series 4000
Device
Application
Log file
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary of DCM Data Flow Overview
• Three DCM functions initiate data downloads
and uploads: Initialize, Update, and Collect.
• A comm channel serves as a bridge between
devices and the Comm PC. The three types of
comm channels are: Ethernet, serial, and
modem.
• Sentinel allows you to manage three
connections: the Workforce Timekeeper
application connection, comm channels, and the
DCM Collection Agent.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Local Installation
Modem
Comm Channel
Comm PC
WTK 4
Application
Server
Database
Server
WTK
Database
Modem
Ethernet
Ethernet
Comm Channel
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Network Installation
WTK
Database
Application Server Server
WTK
Database
Comm PC #2
Comm PC #1
Modem
Modem
Ethernet
Monitor PC
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary of Local and Network Installations
• 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.
• Never mix options for local and network installations in a
DCM environment.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Advanced Device Manager
Device
Groups
Comm
Channels
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Devices in
assigning
device group
Devices in
collecting
device group,
which are
identified by
an * (asterisk)
Terminal Configuration
•
•
•
•
•
•
•
•
•
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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary
You should now be able to:
• Identify the components of Data Collection
Manager.
• Recognize Data Collection Manager terminology.
• Explain how data flows from Timekeeper Terminals
to the Workforce Timekeeper 4 database.
• Describe the differences between a local and
network installation.
• Identify Timekeeper Terminal configuration options.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Hardware and
Infrastructure Overview
Section Objectives
After completing this section, you should be able to:
• Identify the basic architecture of Workforce
Timekeeper 4.
• Understand the software and hardware
requirements of each machine in Workforce
Timekeeper.
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Elements of Workforce Timekeeper 4
Windows PCs
browser-only!
Background
Processor
“Totalizer”
Web / Application Server
Setup Applications
PC
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
DB Server
DCM
Database Tables and Views
Linking
Data
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Basic Components of a Workforce Timekeeper System
Data Collection PC,
Comm. Channel,
Device groups, and
Application Client
(Local Install)
Windows NT
UNIX Server with Oracle,
NT Server
with SQL Server 2000, or
Oracle/NT Database 8.1.7 or 9.i
Background
Totalizer
Windows NT
Timekeeper
Terminal
Ethernet
Communication Desktop
Administrator Desktop
Database Server
TCP/IP Network
Employee Desktop
with Browser
NT, 95,98, 2000
Supervisor Desktop
Browser NT, 95,98, 2000
Supervisor Desktop
Setup Applications
NT/2000
Application Server
Windows NT or
2000 Server
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Supported Platforms for Workforce
Database Server
•Oracle 8.0 SP6, 8.1.6 (8i), 8.1.7, 9.2.0
•Microsoft SQL Server 2000
•DB2 UDB 7.2
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Using Kronos Connect
Translates Workforce
Timekeeper information back to
the Payroll System.
Payroll/HR
System
Kronos Connect
Kronos Connect
Translates Payroll/HR information
into Workforce Timekeeper.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Workforce
Timekeeper 4
Decisions, Decisions, Decisions...
• Hardware
• Have the machines been
purchased/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 “go-to” person for
problems with the hardware?
•
Network
•
•
•
•
•
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
How will you provide IP
addresses - Static or
DHCP?
Do you have the
recommended
bandwidth to support
Workforce?
Will any lines need to be
added or upgraded prior
to the installation?
Who will test the
connectivity of the
network?
Who is the “go-to”
person for problems with
the network?
Summary
You should now be able to:
• Identify the basic architecture of Workforce
Timekeeper 4.
• Understand the software and hardware
requirements of each machine in Workforce
Timekeeper.
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Training Options
Section Objectives
After completing this section, you should be able to:
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Workforce Timekeeper 4 Curriculum
Core Courses
Department
Manager
Daily Operations
Pay Period
Operations
(1 day)
(1/2 day)
Setup and
Administration
Scheduling
(1/2 day)
(1/2 day)
Configuring and
Managing Pay
Rules
(1 day)
Advanced
Configuration
Database
Overview and
Maintenance
(5 days)
(4 days)
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
(1 day)
Workforce Timekeeper 4 Curriculum
Advanced Courses
Data Collection
Manager
Configuration
and Support for
WTK 4
Workforce
Accruals
Configuration
Introduction to
Crystal Report
Writing
Advanced Crystal
Report Writing
(3 days)
(1 day)
(3 days)
Constructing SQL
Queries
Workforce Central 4
Introduction to the API
(2 days)
(3 days)
Workforce Central 4
Using Java to Develop
API Applications
(1 day)
(1 day)
Introduction to
Java
Oracle DBA Light
(4 days)
(5 days)
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Operator Training Needs
Choose one or a combination of delivery options
to best suit your organization’s 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
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
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)
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
KVC – Our Office or Yours
• Come to a Kronos Regional Office and take the first three
courses in the curriculum from our certified instructors.
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Quality Training - Guaranteed
• Instructors are “Certified” to teach different
courses in the Workforce curriculum.
• Kronos training classes are 100% guaranteed.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Consulting Services
Productivity Services
•Application Analysis
•Operational Analysis
•Reporting Analysis
•Report Writing Services
Technology Services
•Technical Audit
•Workforce Migration Assessment
•Database Services
•Advanced Technical Training
Industry Consulting
•Healthcare
•Manufacturing
•Retail
Education Consulting
•Project-managed training
planning and deployment
•Traditional classrooms
•Live, virtual classrooms
•Self-paced materials
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Summary
You should now be able to:
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Conclusion
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Course Summary
You should now 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Course Summary (continued)
• 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.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
Congratulations!
• You have successfully completed this course.
• Thanks for your participation in class.
• For additional help, please use the Online Help
or contact Kronos Global Support at:
• Customer.kronos.com
• Frequently Asked Questions (FAQ’s)
• Kronos Knowledge Base
• 1-800-394-HELP
• Available M-F 8am to 5pm in your time zone
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services
3-2-1 Review
3 – Name three features that you saw yesterday
that you would find useful to implement back at
your company or place of work.
2 – List two questions you have about the new
features or set-up options you saw yesterday.
1 – Name one thing you are concerned about or
would like more information about regarding the
Workforce Timekeeper V4.0 product.
These course materials, including software and documentation, may not be copied or altered in any way. All rights reserved.Kronos Educational Services