Instructions for installing Turbo Attendance on a PC (Basic and Professional editions)

Download the TurboAttendance setup file called SetupTurboAttendance.exe and place it on your desktop or if you prefer another folder on you hard disk.  (Note, during download certain anti-virus software programs rename the file, be sure to rename it back with an exe extension.)  Once downloaded double-click on the SetupTurboAttendance.exe file and start the install.  We recommend you accept the default preferences.  Once the installation program is complete you have the option to open the program.  (The installation program also places Turbo Attendance on the start / programs menu.)  If you need assistance getting going we recommend you read and print the manual (PDF) file.  This getting started guide has a great example to helping you understand how Turbo Attendance works. 

Instructions for installing Turbo Attendance on a server in Multi-User Mode (Enterprise Environments)

First you need to make a copy of the "c:\program files\PersonaWare Turbo Attendance folder".  The copy should serve as your backup.  Then stop and uninstall the ARN network (optional component) if installed.   Then you need to do 4 additional things: 

 1) Download the Turbo Attendance setup file called SetupTurboAttendance.exe and place it on your NT 4.0 Server or Windows 2000 Server/Advanced Server.  (Note, during download certain anti-virus software programs rename the file, be sure to rename it back with an exe extension.)  Once downloaded double-click on the SetupTurboAttendance.exe file and start the install.  (If applicable, for upgrades consider installing over existing installation to leverage your existing data.)  We recommend you accept the default preferences if possible.   (The installation program also places Turbo Attendance on the start / programs menu.) 

2) Once this is complete, share the "c:\program files\PersonaWareTurbo Attendance" folder to any eligible employee.  (See your PC or network person for more information about how to do this.) 

3) Now, go to your PC and download the Turbo Attendance Runtime file called SetupTA5Runtime.exe and place the download on your client PC's (Win95/98/Me/NT/2000/XP compatible).  Run the SetupTA5Runtime.exe program accepting the default preferences. 

4) Finally, map a drive to the Server you installed Turbo Attendance on (like F: or M:), create a shortcut the the TA.exe file on the servers mapped drive and your done.  If you need assistance getting going we recommend you read and print the manual (PDF) file.

What you need:

- At least one Filing Cabinet

- One or more Configured Policies

- One or more Employee Folders

This is by far the most difficult and most requested question from customers.  Employee Accruals can be understood in five parts.  Understanding these are the keys to understanding how to setup Turbo Attendance.  They are as follows:

·    - Identifying your companies “seniority” level structure

·    - Identifying the number of hours assigned to each level

·    - Identifying the allocation interval of leave over the entire period

·    - Specifying initial start for accrual for each employee

·    - Specifying the current period start date

Generally most companies have a flat or tiered structure for assigning leave.  See chart below of example:

Company A

In this example for Company A it shows that all employees regardless of seniority get one week of sick leave per year allocated monthly.  It also shows that if you are a new employee you start out getting weekly amounts of .7692 (or less than one hour) per week of sick leave.  However, when you are an employee for 3 or more years you start to accrual at 2 weeks annually.  Turbo Attendance provides for up to eight levels of seniority.  You specify the company’s level structure and number of hours assigned to each level in the policy (see section 2.2 and 4.2 of the manual).

For specifying the allocation interval see section 4.3 of the manual.

For specifying the initial start date, see section 2.3 and 4.2 of the manual.

For specifying the period start date, see section 2.3 and 4.2 of the manual.

There are three dates that should be understood well and they are:

Hire Date –    The date the company officially hired the employee.  The

hire date does not affect accruals.

Initial Start Date –    The date the employee accrual is based on for

seniority purposes.

Period Start Date –   this is the date of the current period and should not

be more than one year from today.

Example: Entering new employee John Doe into the system on Nov 15, 2004.  (This is because you just purchased Turbo Attendance and employee John Doe as been an employee for about 5 years.)

John Doe was hired on June 1, 1999 and therefore…

Hired Date = June 1, 1999

Initial Start Date = July 1, 1999 (because there is 30 day probation period

per this organization)

Period Start Date = July 1, 2005

If this employee is setup in this manor (see end of section 2.3 and also section 4.4) then accrual is based on the July 1 date and any forwarding amounts should be entered in the balanced forward screen (section 4.5 and 6.3).  This ensures the correct allocation level is configured.