Startup Configuration

Login Screen

Default Username: admin

Default Password: admin
Click on sign in button to login.

Start-up Screen/Splash Screen

Dashboard:

This section will explain the Dashboard options

Here you can check the number of device added in the software with its information like IP address,
port etc. and Also check the status of device whether it is online or offline.

By clicking the setting button on device in dashboard option you can change the basic setting of the
device like IP address, date & time etc.

* All the function is supported by the limited device models.

Status Area

This section will explain the Status Area options with below details.

 Version details.
 Date & Time of the software.
 Number of devices connected for the real-time data transfer.
 Real-time punch receiving notification.
 Status of long & attendance calculation

Setting:

In Setting option you will get the below sub menu. Where you can configure company, Branch
Holiday registers etc.

Start-up Option

Synchronize device date time with server date time. : If this parameter is checked, on starting of
EST application all online device date and time will get synchronised with computer.
Configuration

Company:

Here you can configure or edit the company Parameter

Branch

Here you can configure a new branch by clicking on new button

Or edit the information of existing branch by click on edit button.

Holiday Register

During calendar year company observes several public holidays, these holidays can be added to
holiday register and assigned branch wise.

Holiday register named "Holidayregister1" created by default.

Create a New holiday Register

To create new holiday register click on new button. Then enter name of register in Register Name field and
click on Save.

Configure the holiday Register

 Click on New.
 Select Holiday register from list.
 Select branch from list. ( You can define separate holidays to each branch )
 Select date and pick color from color palette.
 Name the holiday.
 Click on Save

Note: You cannot edit or delete back date/ previous day’s holiday details.
 Door Configuration:

In door configuration you can define the door where the device is going to be installed.
In some organisation there are different gates for entry and exit then you have create multiple door
in software and define the door accordingly to the device to get the proper data.

Door named "Main Door" created by default.

To create new door click on new button and fill the required information

You can also edit the door information like door name etc by click on “Edit” button.
 Device Configuration

In device configuration you can configure the device (Add or delete or edit). Plus you also change the door
configuration and port configurations.

In device option you can add or edit or delete the device or device information.

Add a new device

1) Select device model from drop down list. (Device model is motion on back side of the device or on
device box).
2) Enter your device name in name. (Name of the device will be anything like device 1, or office device, or entry
device etc.)

3) Insert device IP address in IP address field. To know/change device IP address follow the steps as under
• press device menu button -> go to the communication -> then go to the TCP/IP -> and check set IP
address of your device
Note: The IP address of each device should be unique so if you want to add the multiple devices in software
then please change the device IP first.
4) Insert machine id of your device. Default Machine ID if the device is "1". To know/change machine id follow the
step.
• press device menu button -> go to the communication -> then go to the device no. and this device no write into
device no column.
Note: The device ID each device should be unique so if you want to add the multiple devices in software
then please change the device ID first
5) Then next machine port to know machine port follow the step (default port for all series device is
"5005")
• Press device menu button -> go to the communication -> then go to the TCP/IP -> set server port
6) Comm. Key (Communication Key/Password): In Device it is by default set as 0 or No. comm. key is input 0 by
default.
7) Door Name: your device is attached with which door then selects that door name to Door name drop down list.
8) Direction: If you are using a single device for entry and exit then please select "In/out" option. Or if you are using
separate devices for entry then select "In" and separate device for Exit then select "Out" from the list.
9) Connection Type: Select connection type according your device.
Ex: if your device supports only USB connection then select USB in connection type. Only VTMS-E530TCP
device is USB. Else if your device supports TCP/IP connection then selects TCP/IP in connection type
10) Device Type : if your device is support attendance and access then select Attendance Access else

Edit the Existing device

 To edit an existing device please select the device first which want to edit.

 Then click on edit button

 Edit the information and click on save button

Delete device
To delete the device, select the device from the list

Then click on delete button.

Port Configuration

1. Port (Device): Please enter Port for device communication. This port is configured in
device as server port for pushing punch data.
User can click on Check link to check port is free or used by another application.
 Shift
In Shift configuration you can create, edit or delete the shift or shift information. You also can create a
roaster for shift.

1) To create a new shift click on "New button"

2) Shift Name: Enter the full name of shift as per your choice. You can also give a different color to different shift

by clicking colour button

3) Shift Start time : Enter the shift start time which must follow the HH:mm:ss (Hours:Minutes:second) format
4) Shift End time: Enter the shift End time which must follow the HH:mm:ss (Hours: Minutes: second) format.
5) Start time allowed: Enter the time which allow staff/worker to start the work. Default time is 30 min.
ex. If the shift time is 10:00 Am and start time allowed is 30 minutes then employee can start the work from 9.30
6) Days Applicable : please select the days when this sift is applicable, If you don't have one half day in a week
concept ( Monday to Friday full day working and Saturday half day working) then please select all days.
7) Half days applicable: Select this Option if you have a half day concept like Monday to Friday full day and
Saturday half. Then please give the start and end time of held day shift and select the days when half day is
applicable.
8) Save Button: Once you configure all the parameter please click on save button to save the sift settings.
9) Auto Shift: Tick this Option if you have multiple shifts and employee shift is not fixed. So the shift will be
automatically assigned to employee based on their in and out time
Note: You can use this option only in case of non overlap shift (Ex. you have 3 shifts 6.00AM to 2.00PM,
2.00PM to 10.00PM and 10.00PM to 06.00AM). If shift time is overlap on each other (Ex. 1st Shift
06.00Am to 02.00Pm, 2nd shift 11.00AM to 7.00PM) then this option cannot be used.
10) Edit: any shift is edit then first select that shift in dropdown list and edit the all parameter and then save.
11) Delete: delete the particular shift. First select that shift which is delete and click on delete button to delete the
shift.
 Roster:
Using this menu, you can create multiple shift rosters as per your requirement. Each roster has rotation type
weekly or Monthly. Once you select one option out of these two options, then relevant data will be filled in
below grid. In other way we can say this is weekly or Monthly work/shift schedule of employee which you
can change or edit on weekly or monthly basis

Roster Creation
1) New: to create a new roster click on “Create Roster” button
2) Roster Name: Enter the full name of shift roster as per your choice
3) Short Name: Enter the Short name of shift roster as per your choice

4) Roster type: select roster type monthly or weekly

5) Save: Click on save button to save setting
 Roster Configuration

1) Roster : Select the roster from the drop down list

2) Shift: Select the shift which needs to be defined in roster. And on right hand side select the day when the
shift is applicable.
3) select all parameter then if roster is monthly then apply on that day of 1 to 31 and weekly roster then apply
on that day 1 to 7
4) Enter all parameter then click on apply button then automatically select that day.

Employee Configuration
In Employee configuration you can add or remove or edit employee information, you can also configure the
employee parameters, workgroup and category.

Category Configuration

Category configuration is an important part of employee configuration, in which you can define the
different rules to employee as per their position in organisation.

Ex. For staff/office member you can create a one category in which late coming or early going is
applicable, and for management employee you can create another category in which no rules are
applicable.

Category section divided in to 4 details namely:

1) OT Details
2) Late Coming / Early Going rules
3) Week Off details Configuration
4) Work Duration Configuration
 Create a category:

 To create a New category click on new button

 In category name enter full name of the category as per your choice ex. Management, Staff, Worker
etc.
 In Short name enter short name of the category as per your choice.
 on completion of configuration click on save button to save settings.

Edit Category

 to edit category select the category first from dropdown list and the click on edit button.
 after changes in configuration click on save button to save settings.

OT Details
1) IF OT Applicable: Tick/Enable this option if you want to enable the OT formulas to this category
2) Maximum OT ceiling : Tick/Enable this option if you want to defines the maximum OT time allowed to
employee
3) Work on holiday OT : Tick/Enable this options if employee work holiday and its working hours should be
counted in Over time
4) Minimum OT Duration (minute): enter the minimum OT duration time. Ex. if you enter minimum OT
duration as 30 Min. The OT will be calculated when OT time is above 30 min only.
5) Maximum OT Ceiling: maximum OT time allowed to employee. Ex. If max OT celling time is 120 minute
then system will allocate max 120 min and employee work for 240 min in OT still the system will allocate
only 120 min of OT to employee
 Late Coming/Early Leave

1) Late Coming: Tick the "mark late coming" option to enable the late coming rules. And enter the "grace
time" for late coming allowed.
2) Early Going: Tick the "mark Early Going” option to enable the early going rules. And enter the "grace
time" for early going allowed.
3) Unmark LC & EG if full duration: by enabling this option LC & EG rule will be not applicable only when
employee will complete its total working duration

Week Off details

Weekly off can be configured for two days for a specific category. 1. Weekly off 1: this is the first
configuration of weekly off. 2. Weekly off 2: this is the second configuration of weekly off. 3. Day
for weekly off: select the day of week for off.
 Work Duration Configuration

1) Half day duration: Enable this option to compare/define the half day duration. Enter the minute in
"Half day duration (minute)" If total working hours of the employee is below half day duration time then it
will be treated as "Leave" and if employee total working duration is above half day duration and below full
day duration then it will be treated as "half day".
2) Full day duration: Enable this option to compare/define the full day duration/time. Enter the minute in "full
day duration (minute)". If total working duration of the employee is below full day duration time the it will be
consider as a half day. And if total working duration of employee is above full day duration then it will be
treated as full day.
3) Partial half day: This option work similar as half day duration but applicable on in case of half day shift.
4) Partial full day duration: This option work similar as full day duration but applicable on in case of half day
shift

Workgroup Configuration
Workgroup is use to define the department or group of employee/staff, ex. Sales, Admin, HR, Service, IT,
Worker, etc. this will help you to filter the data.
1) To create a new workgroup click on add button
2) Workgroup Name : enter the workgroup name as per your choice
3) After completion of data click on save button
4) Edit Workgroup : To edit workgroup select workgroup first and then click on edit button
5) Delete Workgroup : To delete the workgroup select the workgroup and then click on delete button

Employee Configuration

1) To create a new employee click on new button , Then it will Open a new form Employee
details/Configuration
2) To edit or delete the employee, first select the employee by clicking the check on check box. Then click
on edit or delete button.
3) You can check by clicking on Configured or Unconfigured button whether employee is property
configured or not.
Note: Please note that if employee is not configured properly then you will be not get any proper
data of that employee
4) You can check the active and inactive employee by clicking on Active or inactive button.
Note: Employee who had left the organisation you can make it Inactive, So that you will have the
data of the employee but it will not display in your new/future reports.
5) You can import or export the employee data in CSV format
6) Search Button: You can search or filter the employee by giving any employee information like name,
ID, Branch Name, Workshop, Shift, category etc.
7) Apply to All: To apply the same setting to multiple/all employee at a time you can use these options. by
clicking Apply to all button it will open a new form
Apply to All
 Select the parameters which you want to apply from left side then select the employee to right hand side,
And then click on Ok button to apply the setting.

Employee details Configuration

Double click on employee to open the employee details configuration

1) Name, Gender and status of employee(whether it is active or inactive)
2) SMS notification with template section
3) email ID and User role
4) Company details, Branch Details, workgroup details, Leave register details, Shift details, Roster Details,
Employee type etc
5) On completion of configuration click on save button to save the setting
6) Note : In employee configuration if you had assigned shift to employee you cannot assign the roster

View
In view Option you will get below sub menu.

A) View Punch Data: here you can see the Punch data / attendance log which are received from
machine.
By using this option you can also upload the data through USB disk (In case device is not in
network).

View Punch Data

In this option you can view the attendance log/record received from device. All the logs/ record
received from machine can be viewed in this option. By using this option you can also upload the
data through USB disk (In case device is not in network).

Ex. Sometime it’s possible that employee is not configured properly in shift or etc. Or he
has not come in defined shift then in software it will show as absent. But if the employee has come
on that day then you can check his attendance log in view punch data option and then recalculate his
attendance.

1) Select the date range and then click on search button to view punch logs.
 2) You can also view the punch log of individual employees by selecting the employee from the
dropdown list.
3) You can also search data by employee name or enrol id by filling the data in search option
4) You can set the record per page by these options.
5) Upload option is used to upload the data via USB.
A) Click on upload button, the new window will open and give the patch of the file.
B) Select the date range
C) Select enrol if want to download the log for particular employees.
D) Click on start upload option and wait till the attendance gets calculated.

This Option is mainly use where you don’t have network

connectivity or device is not in network. So by using an USB device
you download the attendance log from device and upload in software
by using this option.
User Configuration

1) Create a New User: To create a new user click on new button. In user details please fill the
complete user information. Then in User Details please fill the below information

i) User Name: Username of the user.

ii) Password: password for user.
iii) User Name: Display name of the user.
iv) Gender: Select gender of user whether 'male' or 'female'.
v) Branch: select the branch from drop down list.
vi) Gender: select the user type from drop down list.
vi) Gender: select the user type from drop down list.
vii) Then click on save button to save setting.

2) Edit or delete the user: To edit or delete the user, first select the user from the list and then click on edit or
delete button.

3) You can search the user by giving any of information of the user in search user button.

4) Show you the details of available users in the system. User information
User Permission:

In permission you can give/define the access rights to user

License
In this option you can see the software license details; you can also surrender the license from these
options while uninstalling the software.
Tools
In Tools Option you will get the below Submenu.

A) Import Export: Here you can upload and download the data from the device like enrol/employee
information, Attendance log etc.
B) Do Manual Punch: Here you can give the manual punch for those employees who had missed to
punch in or out or both.
C) Leave Punch: Here you can punch the leaves of the employees those are absent.
D) Re-Calculate: Here you can re-calculate the attendance of employees for defined time.
E) Backup: Here you can take a backup of software setting while reinstalling the software.
F) Restore: This option you can used to restore the software backup which is taken from “backup”
options.

Option A: Import Export:

As mentioned above, in this option you can download and upload the enrol/employee data to device.

You can also download the attendance log from device by using these options.

Note: To perform this operation please make sure that device should be online and connected in network.
You can check the device status in dashboard option.
Download enrol/employee data.

Go to, Tools > Import Export > Select the device from which you want to upload/download data. >

To download the enrol/Employee information Pls. click on “Download Enrol Button”

Image 1.1

Once you click on Download enrol button, you will get the new window with the employee
information.
 1) Please select the employee which you want to download in the software and click on download
button.
2) You can download all employee by selecting the “select all” Options.
3) You can also search for particular/Specific employee by giving the employee name or enrol is
in “search enrols” options.
4) In this Window you can also get the information about the employee is enrol with face or
password or finger or card.
5) You can also get the total enrol information available in the device.

Note: After clicking on Download or Upload enrol or Download log button, If you get the below message
“Device is not connected in network”. It mean device is not connected or some problem in communication.
So please check all the setting and connection proper and try again by restarting the device & restarting the
software.

Upload enrol/employee data.

This option you can use for upload the enrol from software to device or once device to other device. Or for
updating the employee information.

Ex. You had enrol the device in machine and now you want to give the name to employee so while marking
the attendance the employee name should be display in machine. So you can download the employee from

machine go to employee configuration option in software, Then go to employee

Select the employee and give the name in software. And then you can upload the employee to device so that
name will get updated in the device.

To upload the employee

Please click on Upload enrol button by selecting the device. You will get the below window.
 1) Please select the employee which you want to Upload in the software and click on Upload
button.
2) You can Upload all employee by selecting the “select all” Options.
3) You can also search for particular/Specific employee by giving the employee name or enrol is
in “search enrols” options.
4) You can also get the total enrol information available in the Software.

Download Log/Attandace data from device.

In this option you can download the attendance log/record from machine to software to calculate the
attendance.

1) Tools
2) Import /Export
3) Select the device from which you want to download the attendance log/record.

4) Clock on Download log options.

Refer Image 1.1 in this document

After clicking on download log Option you will get the below window.
 1) Select the from date and to date for which you want to download the log and then click on “Start
Download” button.
2) You can also download the log of particular/specific employee by selecting the employee from enrol
list.
3) You can also see log details with enrol ID, Name, Punch mode ( face, Finger, or card etc.), date and
time of punch
4) Here you can see total record found in the date & time period.

5) You can also export this log in excel or in notepad format by clicking on excel or Notepad

Note: You will be able to see only those employees log/record which are configured in software. If the
employee is not configured/download in software it will not show that employee record. So download the
Employee/Enrol

Before downloading the Log/record.

Option B: Manual Punch
In this option you can insert the manual punch for the employee who had missed the in or out or both Punch.

1) Select the date for which you want to do manual punch.

2) Click on manual punch button for employee which you want to calculate an attendance.
The new window will open. Insert the date and time and select the relevant device (in case of
multiple devices for in & out direction). And then click on save button.

3) Then select the relevant shift, In case the punch is for different shift than default shift.
4) Then click on recalculate button to calculate an attendance.
Option C : Leave Punch
In this option you can punch the leave for full day or half day present employees.

1) Select the date for which you want to punch the leave
2) Click on leave punch button, you will get the new window “leave details”. Select
the leave type and click on save button.
Option D: Recalculate
This option is used for recalculate an attendance for a specific day or date range for individual or all
employees.

1) Select the Date range.

2) Select the employee; you can also select all employees by clicking on all option.
3) Select the shift from the list (in case shift is different from default shift of the employee).
4) Then click on recalculate button to recalculate attendance
5) Pls. wait till the data is getting completely processed in queries log.
Option E: Backup
This option you can use to take the backup of software setting.

1) Click on backup option to take a backup of the software.

2) Give the path where you want to store the file and click on save button.

Option F: Restore
This option is used to restore the backup taken from backup option.

1) Click on brows backup file, give the patch of the backup file
2) Click on restore button. Your backup will be restored

Daily Reports:

General Information About the report

Generate Report: To generate the report select the date click on generate button.

Note: if you get the message “No data found” it means

1) You don’t have any data on that day

2) Or the log are not downloaded from the device
3) Or the attendance is not calculated yet

Export Report: You can export the report in excel or PDF format by licking the button.

If want to export report in excel format click on button

If want to generate the report in PDF format click on button.

Filter report: You can filter the report in below manner.

 Branch wise
 Attendance type wise
 Workgroup wise
 Shift wise.

Search or filter the field:

You can search particular employee data by giving the information in search button, like employee name
employee ID branch etc.
Daily Basic Report

In Daily Basic report you will get the below data

1) Enrol ID:
2) Employee Name:
3) Branch Name:
4) Workgroup name :
5) Date:
6) Attendance type : whether present or Absent
a. P : Present
b. AB : Absent
c. HD : half day
d. WHO : work on Holiday
7) In time :
8) Out Time :
9) Shift name:
10) OT time : If applicable or if done OT
11) Duration : Total working duration
12) LC : Late come duration if late comes
13) EL: Early leave duration of leave early.
Details report:
In this report you will get additional Break duration information

In-Out Report
In this report you can get in employee in and out punch. To generate the report.

Click on button, the below window will appear.

Select the door for which you want to generate the report.

Select the from date

Select the to date

Select Employee (Optional if you want to generate the report of particular employee). If you want to
generate the report for all employee do not select anything.

Select Min duration: Optional

Click on save button.

Then click on generate button.

1) Date
2) Enrol ID :
3) Employee name:
4) Day in : Fist punch of the day
5) Day out : out punch
6) Work Duration : total work duration for day
7) Break duration : total break duration for day
8) In time : First In punch of the day
9) Out time : last out punch of the day
10) In Duration: Total how many times spend inside the office or factory?

Note: To generate the accurate report it’s suggested to use the separate device for in and out.

And ask employee to don’t miss the punches.

Presents
List of present employee

Absent
List of absent employee
Late coming
List of late coming employee with late come (LC) duration for particular day

Early going
List of the employee leave early with early leave (EL) Duration for the day

Missed out Punch

List of the employee who missed to mark the out punch for the particular day
Short work
List of the employee who worked for short time compare to its desire time.

Ex. Total working duration of employee is 8hrs and h work for 7 hrs only. so his name will reflect in
this list.

Device log
In this report you can check the device log information (Punch received from device).

1) Device name
2) Door name : Where device is installed
3) Enrol ID:
4) Name:
5) Punch type : mark munch by card © , or FP ( Finger Print) or Face
6) Date
7) Time : Punch time
8) Direction: direction set in device.
Monthly Report
General Information: You can generate the report for particular month. To generate the report

Select the month and click on generate report.

Export Report: You can export the report in excel or PDF format by licking the button.

If want to export report in excel format click on button

If want to generate the report in PDF format click on button.

Filter report: You can filter the report in below manner.

 Branch wise
 Attendance type wise
 Workgroup wise
 Shift wise.

Search or filter the field:

You can search particular employee data by giving the information in search button, like employee name
employee ID branch etc.
 Monthly Basic Report
In this report you can get the below information. You will get the information date wise

1) Year and month :

2) Enrol ID :
3) Employee name:
4) Workgroup name:
5) Branch name:
6) Shift name:
7) D1 to D30 : date wise information
P: present
AB: Absent
P, LC: present but late come
P, EL: present but early leave.
P, HD: present but for Half day.
WH: Work on holiday.

8) Total days: total days in month.

9) Week off/holidays: total week of or holidays in a month
10) Working days : total working days in month by deduction week off and holidays
11) Present days : total present days of employee in a month
12) Absent days : total absent days of employee in a month
13) Late coming : total late coming count in month
14) LC : total late come duration in month
15) Early leave: total early leave count in month
16) EL duration : total early leave duration in month
17) OT: Total Overtime duration in month.

Work Duration Monthly:

In this report you will get additional information of
 Total present days
 Total absent days

OT details Monthly:
In this report you can get the day wise OT details and total OT details for a month.

1) D1 to D30: date wise OT details (Above Image).

2) OT: Total Monthly OT time (below Image).
Monthly Manual Punch:
Manual Punch report monthly.

Employee Report:
You will get the complete information of employee with its status.

1) Enrol ID:
2) Employee Name
3) Creation Date : Employee creation date
4) Deactivate : Deactivate date in case of employee is deactivated
5) Is active : Active status of employee
6) Branch
7) Workgroup
Employ wise report:
This report will give the complete details for a month for selected employee.

To generate the report:

 Select the month

 Select the employee

 Click on PDF button

1) D : total days in month

2) Total working days in a month
3) P: total present days in a month
4) AB: total Absent days in a month
5) LC : total late coming count in a month
6) LCD : Total late come duration in a month
7) EL : Total early leave count in a month
8) ELD : Total early leave duration in a month
9) WO : Week of in a month
10) H : Holidays in a month
11) L : Leaves in a month
12) OTD : Over time ( OT ) duration in a month
13) WHR: working hours in a month.

1) Date : Date information

2) Status :
a. P : Present
b. AB : Absent
c. WO : Week off
3) Shift :
4) In : in time
5) Out : out time
6) Total OT : OT time for that particular day
7) Late by : Late coming minute for that particular day
8) Early by : Early leave time for that particular day
9) Duration : Working duration for that particular day