VM & Hardware Server: Initial Configuration
The steps for the initial configuration of your TimeIPS network or VM server are outlined in this article.
TimeIPS Server Types
TimeIPS Servers are available as dedicated hardware servers (network appliances), hosted accounts (TimeIPS ASP), or as a virtual machine (TimeIPS VM). The configuration process for each is similar after the server is running. (See the ASP Initial Configuration article to setup your new ASP system.)
- Hardware Server: Requires connection to your network and power. Initial configuration requires a monitor and keyboard to determine/set the IP address.
- TimeIPS VM: Load the virtual machine on a host system and configure ports per the instructions that accompany the VM.
The Configuration Process
After your server is accessible on the network, the configuration process includes reviewing and accepting the license agreement, entering basic company information and creating a Full Access "Administrative Employee." The configuration process usually just takes a few minutes. Once completed, you can add and edit all settings and employee records as needed.
The Full Access Employee
The employee created on the initial configuration screen will have Full Access permissions and will be an "Administrative Employee." This employee will initially have full administrative privileges and will have access to all parts of the system and system settings. This employee will be able to assign permissions to other employees, and with the optional IPSPRM Enterprise Permissions Module, can create and maintain permissions profiles.
TimeIPS VM & Hardware Server: Initial Configuration
Once a TimeIPS hardware server has been connected to your network, you will need a PC or laptop with a web browser to navigate to the IP address shown on a monitor connected to the TimeIPS Server (or VM window). After the boot process is completed, select options from the initial menu. The current IP address will be shown on the screen. The bootup process waits a few seconds for DHCP to obtain an address (when in DHCP mode). If DHCP does not respond in time, the address may be blank. Select the "Reread Network Settings" option to refresh the screen. If a monitor is not available, you may be able to monitor your DHCP server log to find the IP address obtained at bootup.
- Enter the IP address into the address bar of your web browser and hit Enter. The Welcome to TimeIPS screen will appear.
- Accept the License Agreement and click on the I agree, Configure Server button.
NOTE: You will need to scroll to the bottom of the License Agreement and check the box at the bottom in order to activate the "I Agree, Configure Server" or "Restore from Backup" buttons.
- The Company Information screen will appear. Enter your company information, administrator details, date and time, network settings and system email settings.
- Once you have completed adding your details to the Company Information screen (above), click on the Start TimeIPS button.
- You will see the message "System Setup Complete" with the TimeIPS Initial Configuration information at the bottom of the screen. We recommend you print this page and keep the hard copy in a safe location.
- Click on the IP address link next to "Your station is ready. Click here to configure".
- The TimeIPS Main Page will appear. Click the Login link and enter your Username and Password.
- Once logged in, you are ready to start configuring your company policies.
Prepare Your System for Employees
It is essential that you begin by creating OverTime Policies, Workweek Groups and Payroll Types for your employees to belong to when you add them. Please read Understanding Overtime Policies and Workweek Groups and be sure that when adding employees, you assign them to an appropriate Workweek group.
It is a good idea to also configure Holidays and your New Employee Defaults before adding employees.
Prepare Your Employee Data
You can manually enter your employees into TimeIPS (see instructions below) or you can import the employee data from a spreadsheet. (See Importing/Updating Employee, Department, or Site Information.)
An employee's first and last name and a unique identifier (such as an employee number or badge number) are all that are initially required to set up an employee record. However, TimeIPS has the ability to maintain a vast array of employee details. Additional employee information can be added or edited at any time after the employee record has been created.
For initial setup, we recommend you prepare a list of your employees by first and last name and a unique identifier, such as an employee number or badge number.
NOTE: TimeIPS uses the badge number field to store the unique identifier for each employee. TimeIPS will automatically generate badge numbers for your employees if you do not assign them.
Manually Add Employees to TimeIPS
See the Tabbed Employee Administration View for more information about the different employee tabs.
Using the left pane Main Menu » Administration, click on: Employees » Employees
The Employee Administrator (Jenny Enochson, in the above example) will be the first employee record in your TimeIPS system.
- Click on the Add Employee icon to begin adding employees to TimeIPS.
- Add the employee's first and last name, modify the badge number if needed, select the appropriate Payroll Type, Work Week Group, etc. then click on Create Employee. Repeat this step until all employees have been added.
Once your employees are entered into TimeIPS, your TimeIPS system is ready for employees to begin clocking!
What's New in TimeIPS?
Initial Configuration of a ASP System