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How to Do a Bulk Upload of Employee Documents into Jarrison Time

This article looks at how upload multiple documents for one or many employees in Jarrison Time. This feature works by having all files that should be associated with an employee named per employee number, and placed in a single folder. e.g. if the employee number is “GUY001” an import file would be named “GUY001.doc”

1) Log into Jarrison Time using your login credentials.

2) Ensure that the document types you would like to upload are setup correctly. You can do this by going to Setup on the menu, and then Document Type. Then click Add and proceed with setting up any Document Types that are required. Save when done.

DocumentUpload Figure 1

3) You will need to ensure that all documents that need to be uploaded into Jarrison Time are named according to the employee number per records in Jarrison Time. Then copy the files to C:\JT-Data\Documents, or any other suitable location.

4) Then to perform the import, go to Import on the menu, select Employee Documents from File.

DocumentUpload Figure 2

5) A screen like below below will appear where you can select the Date to associate the documents with by clicking the drop-down arrow and selecting from the calendar. Then select the Document Type by clicking the drop-down option next to it. Then browse for the files by clicking the Browse button and selecting all files in the location they were placed. When all selections are made, you can click Import.

DocumentUpload Figure 3

6) If the files import successfully, a window similar to below will appear showing the result of the import. Click OK to proceed.

DocumentUpload Figure 10

7) If the import was not successful e.g. employee/s do not exist then messages similar to below will be shown. Click OK to proceed (you need to do this for all messages).

DocumentUpload Figure 8
DocumentUpload Figure 9

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Glossary of Terms

.Net Framework

(known as “dot net”) .Net is a software development framework for building and running applications on Windows.

Access Control

Access control refers to the restriction of people’s ability to clock on biometric devices based on location and/or time. Advanced access control includes anti-passback and zone sequencing.

Access Groups

Access Groups in Jarrison Time are combinations of Devices and Time Zones, used to determine on which devices and at which times members of the Access Groups may clock. Access Groups also facilitate restrictions based on too much or too little clocking in specified time-frames.

Access Groups can by synchronized or imported by Third-Party Import, or by users.

Access Zone

In Jarrison Time an Access Zone is how devices are grouped together to form logical zones for the purposes of access control. The option is available with the JT Live module.

Adjustments (Manual Adjustments)

Adjustments are the method of covering absence of time by employees in Jarrison Time. Examples of adjustments would be Annual leave and Sick leave. Adjustments are typically applied by a user via Daily Details as needed, or can be imported from file. It’s very important that Adjustments are correctly configured and applied as paid or unpaid. (Unpaid will result in Short Time.)

Anti Passback

Anti Passback is a form of access control where people are restricted from clocking on the device most recently clocked on, until they have clocked at another device.

Approval Bypass

Approval Bypass is a feature of Jarrison Time Approvals that allows for the first approval tier to be approved without any exceptions being cleared.

Approvals

Approvals are a system-wide setting that forces users to correct Exceptions and then lock periods from further editing, ready for submission to payroll.

Jarrison Time allows for up to three tiers of Approvals: Daily Summary (timesheet), Pay totals, Department totals. Starting at timesheet level, each tier needs to be approved before the next one can process.

Area

An Area in Jarrison Time refers to a GPS location with a set radius, which designates a permitted T&A clocking area for JT Clock users.

Area Schedule