Starting the application - Face | Time Attendance | Access ...



REALBIO---- Software Help ManualVersion: REALBIO 1.0Version Date: 1st June, 2017No. of Pages:92About This Manual: This document introduces the main functions, the user interface and operations of the REALBIO softwareNo part of this document may be reproduced without prior written consent from RealBioContents TOC \o "1-3" \h \z \u 1.Starting the application PAGEREF _Toc485736607 \h 42.Database settings PAGEREF _Toc485736608 \h 52.1.For MS Access PAGEREF _Toc485736611 \h 52.2.Connection for Microsoft SQL Server PAGEREF _Toc485736615 \h 73.Login Window PAGEREF _Toc485736616 \h 84.Master Setup PAGEREF _Toc485736617 \h 94.pany: PAGEREF _Toc485736622 \h 94.2.Departments: PAGEREF _Toc485736628 \h 104.3.Holidays: PAGEREF _Toc485736635 \h 124.3.1.Holiday Group PAGEREF _Toc485736643 \h 144.4.Shift Type: PAGEREF _Toc485736651 \h 164.5.Leave Types: PAGEREF _Toc485736660 \h 184.6.Attendance Rules: PAGEREF _Toc485736670 \h 204.7.Designations: PAGEREF _Toc485736681 \h 234.8.Employment Types: PAGEREF _Toc485736693 \h 255.Manage Setup PAGEREF _Toc485736697 \h 275.1.Employee Records PAGEREF _Toc485736703 \h 275.1.1.Employee Edit PAGEREF _Toc485736710 \h 295.2.Bulk Update of Employee PAGEREF _Toc485736723 \h 305.3.Leave Records PAGEREF _Toc485736731 \h 325.4.Leave Summary PAGEREF _Toc485736740 \h 335.5.On-Duty Records: PAGEREF _Toc485736741 \h 345.6.Punch Record PAGEREF _Toc485736752 \h 355.7.Audit Logs PAGEREF _Toc485736764 \h 375.8.Shift Scheduling: PAGEREF _Toc485736777 \h 385.8.1.Assigning the Shift: PAGEREF _Toc485736804 \h 395.8.2.Clear Shift PAGEREF _Toc485736819 \h 415.9.On –Duty Records: PAGEREF _Toc485736833 \h 425.10.Leave Records: PAGEREF _Toc485736848 \h 445.11.Punch Data: PAGEREF _Toc485736864 \h 465.12.Device Manager: PAGEREF _Toc485736881 \h 48a.Add Device: PAGEREF _Toc485736882 \h 50b.Edit device PAGEREF _Toc485736883 \h 51c.Get Date & Time: PAGEREF _Toc485736884 \h 52d.Set Date Time: PAGEREF _Toc485736885 \h 52e.Groups: PAGEREF _Toc485736912 \h 53f.Add Groups PAGEREF _Toc485736913 \h 53g.Function: PAGEREF _Toc485736914 \h 55h.Add Function: PAGEREF _Toc485736915 \h 55i.Users PAGEREF _Toc485736916 \h 57j.Logs PAGEREF _Toc485736917 \h 58k.General Settings: PAGEREF _Toc485736918 \h work Settings: PAGEREF _Toc485736919 \h 60a.System Info: PAGEREF _Toc485736920 \h 61j.Update Firmware PAGEREF _Toc485736930 \h 62k.Restart Device PAGEREF _Toc485736931 \h 62k.Admin PAGEREF _Toc485736942 \h 63l.Roles: PAGEREF _Toc485736954 \h 646.Tools: PAGEREF _Toc485736960 \h 707.Reports PAGEREF _Toc485736964 \h 71 Starting the applicationGo to ProgramsClick on REALBIO or Shortcut Icon ClickDatabase settings For MS AccessClick on Database Click on DatabaseConnection for Ms AccessSelect database type as Ms Access ClickBrowse Path of DatabaseClick on OK button to SaveConnection for Microsoft SQL ServerSelect Database type as Ms SQL ServerAssign: Below Credentials ClickClick on OK button to SaveLogin WindowEnter the below Credentials User Name: adminPassword: blankMaster SetupCompany:You can Add, Edit & Delete companyEnter the Company nameAddress & Logo Click to SaveLogo Image: To upload click Departments:You can Add, Edit & Delete DepartmentsName: Enter department nameCompany: Assign Company for department addedCode: Assign the code for the department Sort Order: Assign the sort order for departmentDescription: Enter the description for the departmentClick to SaveHolidays:You can Add, Edit & Delete holidaysHoliday Date: Select the from date drop downHoliday Title : Enter holiday nameApplicable to All: Click the Drop down Select Holiday Group from the drop down Click to SaveHoliday GroupYou can Add, Edit & Delete Holiday GroupGroupName: Enter Holiday Group nameDescription: Enter the description for the Holiday GroupNote: General Holiday group cannot be edited nor deletedClick to SaveShift Type:You can Add, Edit & Delete ShiftName: Enter Shift nameCode: Assign the code for the ShiftStart Time: Assign the Start TimeEnd Time: Assign the End TimeNight Shift: Click the check box or Uncheck ClickLeave Types:You can Add, Edit & Delete LeavesLeave Type: Enter Leave type nameLeave Type Code: Assign Leave type codeYearly Limit : Enter the ValueCarry Forward Limit: Enter the valuePaid Leave: click the check box Or UncheckDescription: Enter the description about the leaveClickAttendance Rules:You can Add, Edit & deleteName: Enter the Attendance rule nameAttendance Formula: Select any of them Single Punch It will consider first punch of the day and system will add shift end time as Punch end timeFirst & Last It will consider only first and last punch of the dayAll Punches For every ‘IN ‘Punch it should have ‘OUT’ Punch else it will neglect the last punchLate Coming Grace Time: Enter the value to allow the late coming Early Going Grace Time: Enter the value to allow early going Half day if worked less than (in Mins)If employees work duration is less than mentioned it will mark as half dayFull day absent if worked less than (in Mins)If employees work duration is less than mentioned it will mark as full absent Weekly Off 1: Select the Weekly OFF from the drop down and check the box as per your requirementWeekly Off2: Select the Weekly OFF from the drop down and check the box as per your requirementWeekly Half Day: Select week Day from drop down for half day workingClickClick on save button ….Designations:You can Add, Edit & deleteDesignation: Enter the designation nameGrade: Enter the gradeDescription: Enter the description of designationClickEmployment Types:You can Add, Edit & deleteEmployment Type: Enter the employment typeDescription : Enter the description of employment typeClickManage SetupEmployee RecordsYou can Add, Edit & delete the employee recordsSelect the company and department, right click and click on Add Enter Employee Id, NameSelect from drop down followingCompany, Department, Designation & Employee TypeEnter the Date of Joining and Date of ConfirmationSelect the Gender ClickEmployee EditEnter the other details and click on save Click Bulk Update of EmployeePress control and select multiple employeesYou can update Company, Department, Shift, Holiday Group, Designation, Employee Type, and Attendance Rule You can add, edit & delete multiple DocumentClickDownload Document ClickLeave RecordsYou can Add, Edit and Delete leave From Date: Enter Start dateTo Date: Enter End dateLeave Type: Select the leave type from drop downDuration: Select the duration (Full Day, ? Day, 3/4 Day, 1/4 Day)Status: Select from drop down (Applied, Approved, Rejected)Approved Date: Enter the approved dateApproved By: Enter the name of approved personReason: Enter the leave reasonRemarks: Enter the RemarksClickLeave SummaryYou can view the employee leave summary by year wiseLeave: Allowed, Taken and BalanceClickOn-Duty Records: You can Add, Edit and Delete On Duty recordsFrom Date: Enter Start dateTo Date: Enter End dateIn Time: Enter the start timeOut Time: Enter the end timeStatus: Select from drop down (Applied, Approved, Rejected)Approved Date: Enter the approved dateApproved By: Enter the name of approved personReason: Enter the On-Duty reasonRemarks: Enter the RemarksClickPunch RecordYou can add, edit and delete Manual PunchesDevice Name: Select the device from the drop downLog Date: Enter the log dateLog Time: Enter the log timeFunction Code: Enter function code (In, Out, Brake in, Brake out …etc)ClickClickContinued ….Audit LogsChanges updated in employee details by System UserClickShift Scheduling:Assigning the Shift:Filter the company and department and then select the employeeContinued ….Right click on the cell of particular date,You can assign Shift, Weekly off & HolidayClickContinued …..Clear Shift ClickOn –Duty Records:You can view the on duty recordsContinued ….Leave Records:You can view Leave Records of the EmployeeContinued ….Punch Data:You can view Leave Records of the EmployeeContinued ……Device Manager:You can Add, Edit, Delete & Reset Last Transactions Right click ClickAdd Device:Device Name: Enter the Device NameIP Address: Enter local Area IP addressComm Password: You can leave “000000” or Assign the integer value in Software & Device which act as password for communication between device and softwareSerial Number: Enter the Serial of the deviceLocation: Enter the locationDirection: Select direction from drop down (In, Out, In /Out, Function Code)ClickEdit deviceGet Date & Time:This function will get the date & time from the deviceSet Date Time:This function will update System current date & time in the deviceGroups:You can Add, Edit & Delete GroupsEmployees can be added in particular groupAdd GroupsRight click Continued ……Group Id:Enter the Group Id valueCode:Enter the codeDescription:Enter the description of the groupClickFunction:You can Add, Edit & Delete FunctionAdd Function:Right click ClickContinued …..Function Id: Enter the function Id (Only integer)Code: Enter the function codeDescription: Enter the description of function codeIs Default: Click the check box else UncheckEdit FunctionUsersYou can fetch the User from the device and download the Users informationName, Card, Fingerprint to the databaseYou can Clear Users from the deviceClickLogsYou can fetch the Log Transactions from the device and download to the databaseYou can Clear Users from the deviceClickGeneral Settings:Audio LevelCan be set in device as Mute, Low Medium, and HighScreensaver Time (min) In device we can set screen saver timeLCD Off Time (min)Device LCD can be turned off by passing this valueShutdown Time (min)Device can be made to shut down by passing this valueDoor Lock Open Time (sec)If device is connected to access control device, you can set door lock open timeRed Led: On Power, On Reject, Always OffExit Option: Card, User Id, DisableWigand Output: Card, User Id, DisableWigand Output Format: 26, 32, 34 BitEnable Gprs: click check box or UncheckNetwork Settings:You can Add, Edit & Delete IP Address: Enter the Local Area Network addressSubnet mask: Enter the subnet mask numberGateway: Enter the default gate way numberComm Password: Enter the comm. passwordClickWeb Service:This function will push the User and Log data to assigned web ServerEnable Web: Check the boxServer Url: Enter the Server Url or Static IP AddressEnable Proxy: Check the box and enter credentials ClickSystem Info:Shows the Current information from device like Users, Transaction Logs,Firmware, Mac Address, Serial Number, Admin, Fingerprint countUpdate FirmwareBy browsing the path of the file we can update Firmware of the deviceRestart DeviceThis function will restart the deviceAdminRoles:You can Add, Edit & Delete the RolesClickContinued ….System Users:You can Add, Edit & Delete UsersClickSystem Users:User Name: Enter the User nameFull Name: Enter the User Full nameEmail: Enter the User Email-IdPassword: Enter the User PasswordRole: Select the role from the drop downPhone: Enter the phone numberAll companies Access: Check the box to Access the All companiesElse Press control and select multiple companies to accessChange PasswordYou change the passwordContinued …..ClickTools:You can Import Employees Official DetailsImport Employees Personal DetailsExport Employees Official DetailsExport Employees Personal DetailsImport Users from ( Bio USB )Import Transaction from USBReportsYou can Recalculate generate the reportSelect From Date to DateDaily Attendance ReportDaily Attendance Detail ReportDaily Summary ReportDaily Late / Early going ReportDaily Exceptions ReportDaily Absent ReportDaily Designations wise ReportDaily Shift wise ReportDaily Employment Type wise ReportMonthly ReportBasic ReportMonthly Detail ReportMonthly Over Stay ReportMonthly Shift wise ReportLeave Records ReportEmployee WiseLeave Records ReportDepartment WiseYearly Summary ReportOn-Duty ReportsEmployee Wise ReportOn-Duty ReportDepartment Wise ReportPunch DataEmployee Wise ReportPunch DataDevice Wise ReportFreeze AttendanceYou can freeze and Unfreeze attendance for particular month ................
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