TRIMEC Xcess 7 T&amp A Module User Manual V1.0.2

Xcess 7 Security Management Software
Time & Attendance Module
User Manual
ASSA ABLOY Asia Pacific
TRIMEC Xcess 7 T&A Module - User Manual Version 1.0.2 – 11th June 2007
Index
Chapter 1 – Software Installation & Initial Configuration..........................................................................................3
1.1 Introduction..........................................................................................................................................3
1.2 Computer Requirements......................................................................................................................3
1.3 Hardware Key......................................................................................................................................3
1.4 Installation...........................................................................................................................................4
1.5 Operators..............................................................................................................................................4
1.6 Opening the T&A Module...................................................................................................................6
1.7 Menu Bar.............................................................................................................................................7
1.8 Tool Bar...............................................................................................................................................7
Chapter 2 – System Sub-Menu.....................................................................................................................................8
2.1 Options.................................................................................................................................................8
2.2 Holiday Setup....................................................................................................................................15
2.3 Daily Work Table...............................................................................................................................17
2.4 Change Password...............................................................................................................................20
2.5 System Operation Log.......................................................................................................................20
2.6 Language............................................................................................................................................21
2.7 Database Connection.........................................................................................................................21
2.8 Exiting the Software..........................................................................................................................21
Chapter 3 – User Sub-Menu.......................................................................................................................................23
3.1 Department List.................................................................................................................................23
3.2 User List.............................................................................................................................................25
Chapter 4 – Record Sub-Menu...................................................................................................................................27
4.1 Normal Card Events..........................................................................................................................27
4.2 Unusual Card Events.........................................................................................................................29
Chapter 5 – Manage Sub-Menu..................................................................................................................................30
5.1 User Work Table................................................................................................................................30
5.2 Daily Event List.................................................................................................................................33
5.3 Data Processing.................................................................................................................................34
5.4 Delete.................................................................................................................................................35
Chapter 6 – Report Sub-Menu....................................................................................................................................36
6.1 Detailed/Summary/Daly/Monthly Reports.......................................................................................37
Chapter 7 – Help Sub-Menu.......................................................................................................................................39
7.1 Help & On Line Update.....................................................................................................................39
7.2 Home Page.........................................................................................................................................39
7.3 About..................................................................................................................................................39
Page 2 of 39
Chapter 1 – Software Installation & Initial Configuration

1.1 Introduction
The TRIMEC Xcess 7 Security Management Software, Time and Attendance

module (T&A Module) is designed to connect to the Trimec 7 Security
Management Software database. This manual assumes that the user has
previously installed the Trimec Xcess 7 Security Management Software in a
client/server configuration and connected to access controllers as per the
Trimec Xcess 7 Software User Manual.
Note that the T&A Module requires access to the main Xcess 7
database to operate, it will not operate independently. Do not
proceed past this point if the Trimec Xcess 7 software is not currently
installed and operating normally.
1.2 Computer Requirements
The computer requirements are the same as for the Trimec Xcess 7 Security
Management Software. Refer to the Trimec Xcess 7 Software User Manual for
more information.
1.3 Hardware Key
The T&A Module can connect to a Trimec Xcess 7 database that is either being
run in Demo mode or protected by a hardware key. If connecting in Demo
mode, (Figure 1-1), one T&A client is permitted. If using a hardware key make
sure that the hardware key has been licensed for the T&A Module. By default
the hardware key does not allow any T&A Clients (Figure 1-2). If this is the
case then the hardware key needs to be licensed, refer to the Trimec Xcess 7
Software User Manual for instructions on upgrading the hardware key.
Page 3 of 39
Figure 1-1 Figure 1-2
1.4 Installation
The T&A Module is automatically installed as part of the Trimec Xcess 7

Security Management Software. No additional installation is required however
the module must be configured prior to operation.
1.5 Operators
By default the administrator operator, Trimec, is allowed full access to the

Xcess 7 software plus modules. This is the only operator that can run the
software by default. Operators are added, edited and deleted in the same
manner as for the Xcess 7 software that is by using the Operator Manager
which can be opened by the Start/Programs/Trimec Xcess 7/OperatorManager
menu.
Once an operator is added they must be allowed access to the “Attendance

Manager” group (Figure 1-3) then the level of Attendance access must be
configured (Figure 1-4).
Page 4 of 39
Page 5 of 39
1.6 Opening the T&A Module
To open the T&A module Click “Start, Programs, Trimec Xcess 7, Attendance.
The Xcess 7 Attendance screen will appear. (Figure 1-5). The default operator
is Trimec however if any other operators have been added and given
Attendance permissions then these will be visible by clicking on the drop
down menu. Select the required operator, insert the correct password and
click OK. The main Attendance window will appear, (Figure 1-6).
Figure 1-5
Figure 1-6
Page 6 of 39
If an error message appears saying that the Attendance module cannot

connect to the server, the most likely cause is that the Trimec Xcess 7 software
is not currently running. Start the Trimec Xcess software before attempting to
run the Attendance module. (Figure 1-7)
Figure 1-7
1.7 Menu Bar

Figure 6-2
The Menu Bar allows access to the Attendance program via a series of Sub-
Menus. The Main Menu consists of the following: (Figure 1-8)
Figure 1-8
1.8 Tool Bar
The Tool or Icon Bar contains the most common icons, as follows: (Figure 1-9).
Department List
User List
Work Group Setup
User Arrange Work
Daily Event List
Data Processing
Help
Home Link – www.trimec.com.au
Exit.
Figure 1-9
Page 7 of 39
Chapter 2 – System Sub-Menu

Select “System” from the main Menu Bar for the System Sub-Menu to appear
(Figure 2-1).
Figure 2-1
2.1 Options
This is where the most common user options are configured. There are 7
screens where the operator can configure the system and add the particular
site requirements.
These are:
Common Options
Attendance Points
Overtime
Leave
Business A
Business B
Special Holidays
These options are covered in detail on the following pages:
Page 8 of 39
2.1.1 Options
The 1st screen lists the Common Options. (Figure 2.2) Here the day of the
month can be selected for automatic processing from the drop down menu.
Unusual card events can be included in the processing if required. If automatic
processing is required then the Automatically Process Data option must be
ticked. If the data for the processing day is to be included then tick the
“Automatically engage the Work Day Table on the day selected above” option.
If the work table is automatically engaged then holidays can be added if
required. The last option is if the user flashes their card more than once within
the time selected in the drop down menu the system will count the 1st card
flash only
Figure 2-2
Page 9 of 39
2.1.2 Attendance Points
The 2nd screen is where the specific readers for Time & Attendance are
allocated. (Figure 2.3) At the Attendance Point Type drop down menu (Figure
2.4) the user can select which doors are entry and which doors are exit.
Normally the odd number readers are entry and the even numbered readers
are exit.
Figure 2-3
Figure 2-4
Page 10 of 39
The next drop down menu selects which readers will be Time & Attendance
readers. (Figure 2.5) The normal setting would be to select the “The following
doors readers are the attendance points” and then add the readers one by one.
(Figure 2.6). Note that on a large system, if all door readers are selected as
attendance points, the data processing will be slow.
Figure 2-5
Page 11 of 39
Figure 2-6
2.1.3 Attendance Points
The 3rd screen is where the Overtime Parameters are set up. (Figure 2.7) The
operator can select how many minutes overtime are required before overtime
is recorded.
The counting method can also be set, the 1st option is setting the counting time
in Decimal, ie 1.5 would be one and a half hours while the 2 nd option processes
overtime in blocks of half an hour.
Page 12 of 39
Figure 2-7
2.1.4 Type of Leave Screens
The next 4 screens, (Figures 2-8 to 2-11), are where the various holidays, leave
types, absences, special holidays etc are set up. These will vary from workplace
to workplace.
The Leave screen (Figure 2.8) is used for absences like Sick Leave, Maternity or
Bereavement leave. These can be added as required.
Page 13 of 39
Figure 2-8
The Business A (Figure 2-9) and Business B (Figure 2-10) screens are used
when staff are away from their normal place of work on some type of company
business. This could be visiting customers or suppliers, attending courses or
training or anything else where the employee would be getting paid. Two
screens are allocated for this as some countries make a distinction between
business carried out locally (but not in the normal place of work) and business
carried out nationally.

The Special Holiday screen (Figure 2-11) is used for things like LWOP (Leave
without Pay) or other types of holidays not covered elsewhere.
Page 14 of 39
Figure 2-11
2.2 Holiday Setup
This is where the local, regional or national holidays are added, edited or
Page 15 of 39
deleted. To add a holiday Click on the add button (Figure 2-12) The Holiday
screen will appear, enter the holiday details, click on the drop down arrow to
bring up the calendar and select the holiday date. (Figure 2-13) Click OK to
finish. The holiday will now appear in the holidays list.
Figure 2-12
Figure 2-13
Page 16 of 39
2.3 Daily Work Table
This is where the normal work periods are added, edited or deleted (Figure 2-
14). To add a new Work Table click on the add button.
Figure 2-14
Enter a Work Code, Name and any Remarks and click OK. (Figure 2-15)
Page 17 of 39
Figure 2-15
Once a Work Table has been added it will appear on the main Daily Work Table
screen (Figures 2-14 and 2-16) and Time Periods can be added. Highlight the
Work Table entry then click the Add Period button from the bottom section of
the main Daily Work Table screen. (Figure 2-14). The Time Period screen will
appear (Figure 2-17)
Figure 2-16
The Time Period screen is where the specific details for that particular time
period within the selected Daily Work Table are set up (Figure 2-17). Tick
Overtime Period if this Time Period is Overtime. Enter the Period Code and
Name, Start Time and End Time. Enter the number of minutes that are required
to be deducted .The Total Hours will be completed automatically.
The Start Work and Finish Works sections need to be completed then the OK
button clicked to proceed. Normal settings are 5, 30 and 60 minutes
respectively for the 3 sections under start work and finish work.
Page 18 of 39
Figure 2-17
Added Time Periods will now appear in the bottom section of the Daily Work
Table (Figure 2-18)
Figure 2-18
Page 19 of 39
2.4 Change Password
To prevent unauthorized access, only an authorized operator with a valid

password can edit the Trimec Xcess 7 T&A Module. Operators can change their
own password by selecting the “Change Password” item in the sub-menu of the
System menu. Input the old password and the new password, then input the
new password again for confirmation then click “OK” (Figure 2-19).
Figure2-19
2.5 System Operation Log
The software keeps a software log of all operator type functions including the
time and date of access, the actual data accessed, the controller, the point
address, the operator and the name of the computer. This is why it is very
important that operators are set up initially. Select “Operation Log” from the
System sub-menu to review the operation log (Figure 2-20).
Page 20 of 39
Figure 2-20
2.6 Language
The language can be selected at the time of installation and subsequently

changed once the software has been configured. To change the language from
within the software, click the “Language” sub-menu button on the System
menu. See Section 3.2 of the Trimec Xcess 7 Software User Manual for more
information.
2.7 Database Connection
The Database can be selected at the time of installation and subsequently

changed once the software has been configured. To change the database from
within the software, click the “Database Connection” sub-menu button on the
System menu. See Section 3.3 of the Trimec Xcess 7 Software User Manual for
more information.
2.8 Exiting the Software
Selecting the “Exit” sub menu item on the System menu or attempting to
close the T&A module down by clicking on the Close Program cross in the top
Page 21 of 39
right hand corner of the screen brings up the exit confirmation screen, (Figure
2-21) Click “Yes” to exit to the desktop.
Figure 2-21
Page 22 of 39
Chapter 3 – User Sub-Menu
Select “User” from the main Menu Bar for the User Sub-Menu to appear (Figure
3-1).
Figure 3-1
3.1 Department List
Select “User” on the main menu bar then choose “Department List” from the
sub-menu. Clicking on the File menu in the resulting screen (Figure 8-2) will
allow additional departments to be set up, an existing department deleted or a
department edited. This is the same operation as the main Xcess 7 software.
Figure 3-2
Departments may also be further divided into Groups if required (Figure 3-3).
Figure 3-3
Page 23 of 39
Page 24 of 39
3.2 User List
The user list is where the main user information is entered. Select “User” on
the main menu bar then choose “User List” from the sub-menu (Figure 3-4). All
the individual user information can be found in this screen. Users can be
added, modified or deleted. From this screen user records can also be exported
into Excel or exported as a Text file. The difference between this screen and the
Xcess 7 Software screen is the addition of the T&A points option in place of the
“Access Preferences” option. See Section 8.2 of the Trimec Xcess 7 Software
User Manual for more information on this screen. For an explanation of the T&A
Points see next paragraph.
Figure 3-4
3.2.1 T&A Points
This screen lists the T&A Points for this particular user. By default no points
have been added (Figure 3-5)
Page 25 of 39
Figure 3-5
Click on the Add button and the Point List screen will appear (Figure 3-6) Select
the T&A readers for this user then click OK.
Figure 3-6
The User T&A Points screen will now contain readers. (Figure 3-7)
Page 26 of 39
Figure 3-7
Chapter 4 – Record Sub-Menu

Select “Record” from the main Menu Bar for the Record Sub-Menu to appear
(Figure 4-1).
Figure 4-1
4.1 Normal Card Events
This screen lists the Normal Card Events that are in the database.
Page 27 of 39
Figure 4-2
Selecting the Operate Filter menu item or clicking on the Filter button brings up
the Super Search screen below (Figure 4-3)
Figure 4-3
Selecting the Operate Locate menu item or clicking on the Locate button brings
up the Locate Value screen below (Figure 4-4)
Page 28 of 39
Figure 4-4
Events can also be manually added for instance if a person leaves without
flashing their card. Click on the Add button to manually add a User Event.
(Figure 4-5)
Figure 4-5
4.2 Unusual Card Events
This screen allows the operator to view, print, export to Excel or to a text file all
Unusual Card Events. The operation and search screens are as per the previous
section, the Normal Card Events menu option.
Page 29 of 39
Chapter 5 – Manage Sub-Menu

Select “Manage” from the main Menu Bar for the Manage Sub-Menu to appear
(Figure 5-1).
Figure 5-1
5.1 User Work Table
This section is where User Work Tables are allocated to an individual employee
or batch added to groups of employees. Selecting User Work Table from the
Manage menu brings up the User Work Table screen (Figure 5-2). Note that
work tables must have been set up previously under the System menu.
Figure 5-2
Page 30 of 39
Selecting the Operate, Add menu item or clicking on the Add button brings up
the Add User Work Table. (Figure 5-3) Here a user can be allocated a previously
defined Daily Work Table from the drop down Work Name menu.
Figure 5-3
Once added the detail can be checked and copied to other users or
departments. Click on the “Work Table Setup” button to bring up the User Work
Table Setup screen (Figure 5-4)
Page 31 of 39
Figure 5-4
Figure 5-5
Clicking on a user will allow their Work Table Setup to be shown in the right
hand panel. Work Tables can be copied here to other members of a department
or group. User Work Tables can also be batch added by clicking on the Batch
Add button on the User Work Table screen (Figure 5-2). The Batch Add User
Page 32 of 39
Work Table screen will appear (Figure 5-6)
Figure 5-6
5.2 Daily Event List
The Daily Event List screen lists all events for the day. (Figure 5-7)
Figure 5-7
Events can be manually added, edited or deleted by an operator with the

required permissions. Clicking on the Add button will bring up the Add screen
(Figure 5-8) The Assessor is the persons Supervisor or Manager.
Page 33 of 39
Figure 5-8
5.3 Data Processing
The Data Processing screen processes all the data required for the various Time
& Attendance reports based on the specified date range. (Figure 5-9) Select the
users that you wish to process the data for by All Users, Department or an
individual. Select the date range then click on the Process button to start
processing the data. Click OK when the confirmation screen appears (Figure 5-
10) Once complete the completion screen will appear (Figure 5-11)
Page 34 of 39
Figure 5-9
5.4 Delete
Records can be deleted by an operator with the required permissions (Figure 5-

12)
Page 35 of 39
Figure 5-12
Chapter 6 – Report Sub-Menu

Select “Report” from the main Menu Bar for the Report Sub-Menu to appear
Page 36 of 39
(Figure 6-1).
Figure 6-1
6.1 Detailed/Summary/Daly/Monthly Reports
This section allows an operator to run reports. Note that Data must be
processed prior to reports being run. The reports are varied and can be either a
Detailed Report, a Summary report, a Daily Report and a Monthly report (Figure
6-1) All the reports use the same format. The 1 st step is to select the user or
users. Once again this can be by individual, Department or All users. The 2nd
step is to enter the date range and the 3rd step is to select the type of report.
By default for the detailed report all options are ticked. Click OK to proceed.
Page 37 of 39
Figure 6-2
Depending upon what type of report is selected depend upon the type of report
shown on the screen (Figure 6-3). This report can be printed or exported as an
Excel file or a text file.
Figure 6-3
Page 38 of 39
Chapter 7 – Help Sub-Menu

Select Help from the main Menu Bar for the Help sub-menu to appear (Figure 7-
1).
Figure 7-1
7.1 Help & On Line Update
For future use.
7.2 Home Page
Click here to access the www.trimec.com.au web site.
7.3 About
About lists software details such as the Version number and the last build time
plus ASSA ABLOY contact details (Figure 7-2).
Figure 7-2
Page 39 of 39

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Xcess 7 Security Management Software

Time & Attendance Module

Chapter 1 – Software Installation & Initial Configuration

The TRIMEC Xcess 7 Security Management Software, Time and Attendance

1.2 Computer Requirements

1.3 Hardware Key

Figure 1-1 Figure 1-2

The T&A Module is automatically installed as part of the Trimec Xcess 7

By default the administrator operator, Trimec, is allowed full access to the

Once an operator is added they must be allowed access to the “Attendance

Figure 1-3 Figure 1-4

1.6 Opening the T&A Module

If an error message appears saying that the Attendance module cannot

1.7 Menu Bar

1.8 Tool Bar

Chapter 2 – System Sub-Menu

These options are covered in detail on the following pages:

2.1.2 Attendance Points

2.1.3 Attendance Points

2.1.4 Type of Leave Screens

Figure 2-9 Figure 2-10

2.2 Holiday Setup

2.3 Daily Work Table

2.4 Change Password

To prevent unauthorized access, only an authorized operator with a valid

2.5 System Operation Log

The language can be selected at the time of installation and subsequently

2.7 Database Connection

The Database can be selected at the time of installation and subsequently

2.8 Exiting the Software

Chapter 3 – User Sub-Menu

3.1 Department List

3.2 User List

Chapter 4 – Record Sub-Menu

4.1 Normal Card Events

4.2 Unusual Card Events

Chapter 5 – Manage Sub-Menu

5.1 User Work Table

Work Table screen will appear (Figure 5-6)

5.2 Daily Event List

Events can be manually added, edited or deleted by an operator with the

5.3 Data Processing

Figure 5-10 Figure 5-11

Records can be deleted by an operator with the required permissions (Figure 5-

Chapter 6 – Report Sub-Menu

6.1 Detailed/Summary/Daly/Monthly Reports

Chapter 7 – Help Sub-Menu

7.1 Help & On Line Update

For future use.

7.2 Home Page

Click here to access the www.trimec.com.au web site.

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