WebConnect Configuration
GENERAL
Name: Give the configuration a name.
Time Zone: The default setting is "Machine Time Zone," which gets time zone information from the local host. As time zone settings may be incorrectly set, however, we recommend selecting the local time zone instead.
Is Default: Checking this box will assign this WebConnect setting to new employees by default.
Timecard Sign-Off: This option allows your employees to sign off on their timecards.
Allow Early Sign-Off: Enabling this allows an employee to sign-off on their Current Period hours before the period has ended. Doing so prevents additional punches from being created in that period.
Allow Timecard Unsigning: This option allows your employees to retract their signature if they clicked by accident.
Sign Off Declaration: This is the verbiage that your employee agrees to when they sign off on their timecards. The default entry reads, "I certify that the hours recorded are true and correct."
Entry Configuration: Choose from one of the following:
Web Punch: This option gives the employee buttons to press for entering punches.
Time Entry: This option gives the employee a timesheet to fill out. This only allows for punches.
Shift Entry: This option gives the employees a predetermined number of Time Entry boxes per shift. Employees simply add the times for each event. It allows the employee to add and edit punches and hours.
Allowable Punch Types: If you choose Web Punch or Time Entry as your option for Entry Configuration above, you get the following options.
Allow Autopunch: This is the recommended option. Employees just get one button, and the system figures out whether that punch should be In, Out, Lunch, or Break.
Allow Switch: Only used for companies which use job or work codes.
Allow In/Out: This gives the employee an option to manually select IN or OUT. This can be handy for any employees whose schedules do not allow for Schedule assignment, but otherwise, just opens up the potential for mistakes which must be corrected by the supervisor.
Allow Lunch: Same as In/Out, but for lunch punches.
Allow Break: Same as In/Out, but for break punches.
Logout After Punch: This option will automatically log out the employee after they have entered a punch.
Shift Entry Template: If you chose Shift Entry as your option for Entry Configuration above, you get the following options.
Day Start: Choose this option to allow your employees to record the time they start.
Allow Break 1: Choose this option if you want your employees to record a break before lunch.
Allow Break 2: Choose this option if you want your employees to record a second break before lunch.
Allow lunch: Choose this option if you want your employees to enter their lunch break duration.
Allow Break 3: Choose this option if you want your employees to record a break after lunch.
Allow Break 4: Choose this option if you want your employees to record a second break after lunch.
Day End: Choose this option to allow your employees to record the time they leave.
Tracking Levels: If you want tracking level items assigned to punches entered from this Deskpunch configuration, you can select which one you'd like assigned. An appropriate option would be Location, to keep track of where the employee was punching in from.
Allow Edit: Gives the employees the option to choose the tracking level item to attach to their punch. This is a feature used for job or work codes.
PTO
Requests
Limit PTO Request Amount: Prevents the employee from requesting time off when there are insufficient hours available in their bank. Only use if you are using Accruals.
Early PTO Request Allowance: This determines how early a request can be submitted.
Today: Only allows PTO requests for only today or later.
Current Pay Period: Allows PTO requests within the current pay period.
Previous Pay Period: Allows PTO requests within the previous pay period and after.
Vsibility: (Silverlight) Only the hour types without check marks will be visible to your employees.
(HTML) Only the hour types with check marks will be visible to your employees.
SECURITY
Permissions
Set all: Select "allowed" or "denied" to set all permissions to either setting.
General
Can Change Password: This will allow your employees to change their password. Recommended: Allowed.
Can view PTO Hours: This will allow your employees to see how many PTO hours they have left to request. Only allow if you are using Accruals.
Navigation
PTO Request Area: Allow this if you want to allow your employees to submit PTO requests (e.g., vacation, sick) through WebConnect.
Punch Area: Allow this if you want your employees to enter punches through WebConnect or Mobile Punch.
Timecard Sign Off Area: Allow this if you want your employees to sign off on their timecards prior to payroll. Once an employee signs off for a pay period on their timecard, Realtime will not assign any further punches to their timecard for the remainder of the payperiod. If a card was signed by mistake, the employee or a supervisor will have to unsign, and any punches made in the interim will have to be retrieved from the clock or added by the supervisor.
Timesheet Area: Allow this if you want to allow your employees to see their hours and punches.
IP Address Whitelist
Use Whitelist: Check here to enable IP address whitelisting.
IP Address: Enter the external IP addresses where you want your employees to access this WebConnect configuration. To get the external IP address, do a Google search for "ip address" (https://www.google.com/search?q=ip+address). The first result will be your public IP address.
Description: Enter a description for the IP address listing. Recommended: Also add the date you looked up the IP address, i.e., "Main office 2016.05.27".
New IP Address: Click here to add a new entry above.
Mobility
Allow Mobile: Enter a check mark to allow employees assigned to this WebConnect configuration to use their smartphones to clock in and out. As of the writing of this article (2016.05.27), Mobile Punch only allows punches and job codes, so the only options affected by Mobile Punch are Punch Types Allowed and Tracking Levels.
Assign WebConnect
To assign this WebConnect configuration to your employees, go to Employees > [employee] > Externals, and select the WebConnect configuration. By default, the system will assign the employee's email address or firstname.lastname as the username, and the default password, with "password change required" checked.
Instructions to share with Employees:
To access the WebConnect Portal, use your Internet Browser and navigate to
https://webconnect.sundialtime.com/
Here you will be Prompted for:
- CompanyNumber
- Username
- Password
Your Manager or Supervisor will provide your initial credentials for you
If you are creating a shortcut to use later, you may find it convenient to include parameters in your URL. The Parameter List will begin with a Question Mark ( ? ) character after the URL shown above. Each Parameter is separated from other parameters with an Ampersand ( & ) character. Parameters use the standard Name=Value format. Parameters names should be supplied in lower case. Parameter values (password specifically) should have the appropriate character case needed. See the examples below:
https://webconnect.sundialtime.com/?companynumber=5006&username=jane.doe
https://webconnect.sundialtime.com/?username=jane.doe&password=MyPaSsWoRd