Mitrefinch
TMS for Mobile
User Guide
Mitrefinch TMS for Mobile User Guide
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Contents 1. Introduction .................................................................................................................................... 4
1.1. What is TMS for Mobile? ........................................................................................................ 4
1.2. Minimum requirements .......................................................................................................... 4
1.2.1. Server .............................................................................................................................. 4
1.2.2. TMS for Browsers ............................................................................................................ 4
1.2.3. TMS for Android .............................................................................................................. 4
1.2.4. TMS for Blackberry .......................................................................................................... 5
1.2.5. TMS for iOS ..................................................................................................................... 5
1.2.6. TMS for Windows Phone 7.............................................................................................. 5
1.2.7. TMS for Outlook .............................................................................................................. 5
1.3. Revision History ...................................................................................................................... 5
2. Licensing .......................................................................................................................................... 6
3. Installing TMS for Mobile ................................................................................................................ 7
3.1. TMS for Browsers .................................................................................................................... 7
3.2. TMS for Android ...................................................................................................................... 7
3.3. TMS for Blackberry .................................................................................................................. 7
3.3.1. Web deployment ............................................................................................................ 7
3.3.2. Manual deployment ........................................................................................................ 7
3.3.3. Enterprise deployment ................................................................................................... 8
3.4. TMS for iOS ............................................................................................................................. 9
3.5. TMS for Windows Phone 7 ..................................................................................................... 9
3.6. TMS for Outlook ...................................................................................................................... 9
4. TMS for Mobile Setup ................................................................................................................... 10
4.1. Setup ..................................................................................................................................... 10
4.2. Settings .................................................................................................................................. 11
4.2.1. Server settings ................................................................................................................... 11
4.2.2. Employee settings ............................................................................................................. 11
4.3. Settings .................................................................................................................................. 11
5. TMS for Mobile Usage ................................................................................................................... 13
5.1. Offline features ..................................................................................................................... 13
5.1.1. Dashboard ..................................................................................................................... 13
5.1.2. Clock .............................................................................................................................. 14
5.1.3. Local .............................................................................................................................. 15
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5.1.4. Register ......................................................................................................................... 16
5.1.5. System Info.................................................................................................................... 17
5.1.6. Kiosk Mode .................................................................................................................... 18
5.2. Online features ..................................................................................................................... 19
5.2.1. Sync ............................................................................................................................... 19
5.2.2. Onsite/Absence list ....................................................................................................... 20
5.2.1. Book Absence ................................................................................................................ 20
6. Employee Selection ....................................................................................................................... 21
1.1 What is Employee Selection? ................................................................................................ 21
1.2 Where is Employee Selection? .............................................................................................. 21
1.3 How do I use Employee Selection? ....................................................................................... 21
1.3.1 Select a single employee ............................................................................................... 21
1.3.2 Select many employees ................................................................................................ 22
1.3.3 Select a group................................................................................................................ 23
1.3.4 Creating, modifying and deleting a group .................................................................... 23
7. Tamper Detection ......................................................................................................................... 24
8. Troubleshooting ............................................................................................................................ 26
8.1. Possible Errors ....................................................................................................................... 26
8.2. Known Issues ......................................................................................................................... 27
8.2.1. TMS for Browser ........................................................................................................... 27
8.2.2. TMS for Android ............................................................................................................ 27
8.2.3. TMS for Blackberry ........................................................................................................ 27
8.2.4. TMS for iOS ................................................................................................................... 27
8.2.5. TMS for Windows Phone .............................................................................................. 27
8.2.6. TMS for Outlook ............................................................................................................ 27
Feature comparison .............................................................................................................................. 28
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Introduction This document is a user guide for TMS for Mobile.
What is TMS for Mobile? TMS for Mobile is a satellite TMS application that runs on a wide range of platforms and devices.
Currently the supported platforms are:
TMS for HTML5 Browsers
TMS for Android
TMS for Blackberry
TMS for iOS
In the future the following versions of TMS for Mobile will be available:
TMS for Window Phone 7
TMS for Outlook
Minimum requirements This section covers the minimum requirements needed for the product. This includes the Server
requirements and the requirements of all the platforms supported.
.1.1. Server
TMS for Mobile communicates with the TMS Server, therefore the TMS Server has the following
requirements:
Must have TMS Server Version 6 installed. Minimum version 6.17.0.
Must be public/external for mobile devices to access it.
Must be secured by SSL(https).
Must use anonymous authentication.
.1.2. TMS for Browsers
TMS for Browsers require a browser that supports HTML5 and web databases. The supported
browsers are:
Google Chrome
o Version 15.0
Safari
o Version 5
Opera
o Opera 11
Internet Explorer
o Internet Explorer 6+ with Google Chrome Frame plug-in
o http://code.google.com/chrome/chromeframe/
.1.3. TMS for Android
TMS for Android requires Android 2.2+.
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.1.4. TMS for Blackberry
TMS for Blackberry requires Blackberry OS 6.0+
.1.5. TMS for iOS
Not currently released
.1.6. TMS for Windows Phone 7
Not currently released
.1.7. TMS for Outlook
Not currently released.
Revision History This section covers the revision history needed for the product.
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Licensing TMS for Mobile can be used for employee self-service. Therefore in order for employees to be able
to use TMS for Mobile, they need to have either an ASPX licence or a Silverlight licence.
To assign an employee with an ASPX or Silverlight licence using the Silverlight interface you must
first be logged in as a Supervisor. After logging in got to Help > About > Employee licences then
allocate either an ASPX or Silverlight licence to employees as required.
TabImage 0: Silverlight Employee licences screen.
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Installing TMS for Mobile The TMS for Mobile applications cover a wide range of devices, each device has its own installation
instructions
TMS for Browsers The TMS for Browers application is an implementation of TMS for Mobile that works in a standalone
browser. It requires no further installation as it is included along with the TMS V6 Web installation.
The page to browse to TMS for Browsers is:
http://<server>/<directory>/mobile/browser/index.html.
TMS for Android The TMS for Android application is an implementation of TMS for Mobile that will run on mobile
phones and tablets that use the Android OS. It can be installed from the Android Market. Visit the
Market and search for ‘Mitrefinch’. Then install the Mitrefinch TMS application
(https://market.android.com/details?id=com.mitrefinch.mobile.android)
TMS for Blackberry The TMS for Blackberry application is an implementation of TMS for Mobile that will run on mobile
phones and tablets that use the Blackberry and QNS OS. It is not currently on the Blackberry App
World, it can found within the TMS V6 Web installation and can be deployed in three ways: Web,
Manual and Enterprise deployment.
.1.1. Web deployment
1. Tell your web server to accept requests for the Blackberry installation files.
a. Go to IIS\Machine name.
b. Add the MIME types listed in the table below:
Platform Extension Mime Type
Blackberry Jad text/vnd.sun.j2me.app-descriptor
Blackberry Cod application/vnd.rim.cod
Table 1: MIME types required for application downloads.
2. On your Blackberry device, open up the web browser
3. Browse to https://<server>/<directory>/mobile/mobile.html
4. Click TMS for Blackberry
5. The application will download and then ask you to confirm the installation
6. Select Run or Browser to Dashboard\TMS for Blackberry
.1.2. Manual deployment
1. Install the BlackBerry Desktop Manager from http://www.blackberry.com
2. Connect the BlackBerry to the computer.
3. Run the Desktop Manager.
4. Click the Application Loader button.
5. Click the Start button under the Add/Remove Applications section.
6. Use the browse button to find the folder where the TMS for BlackBerry application folder is and
select the ALX file.
7. Follow the onscreen prompts to install the software.
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.1.3. Enterprise deployment
Follow the instructions provided by RIM.
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Image 2: iPad Safari Web Application.
TMS for iOS The TMS for iOS is not currently released. In the meantime, use TMS for Browsers via Safari on your
iPod, iPhone or iPad.
It is possible to add the TMS for Browsers URL to the home
screen as a web application. TMS for Browsers then appears
like an app on the home screen. To create this shortcut,
follow the following steps:
Open Safari on your device and enter the TMS for
Browsers URL and click Go.
o Using the format:
https://<server>/<directory>/mobile/browse
r/index.html.
Click on the button to the left-hand side of the URL
bar (see image).
Select Add to Home Screen.
Insert your own description in the text box and click on “Add”.
You can now access TMS for Browsers via the icon on the iPad desktop
TMS for Windows Phone 7 The TMS for Windows Phone 7 is not currently released. In the meantime, use TMS for Browsers.
TMS for Outlook The TMS for Outlook is not currently released. In the meantime, use TMS for Browsers.
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TMS for Mobile Setup The application can be setup for the following scenarios:
Used by a single employee.
Used by a single supervisor to clock many employees.
Used by many employees – in kiosk mode.
Setup This section describes how to setup TMS for Mobile when running it for the first time. This process is
the same for all versions.
Once TMS for Mobile has been installed, start the application or browse to the start page
Accept the EULA.
You are then presented with the Dashboard screen, there are no settings, so the first step is
to select the ‘Settings’ button
Within the Settings screen enter your connection details:
o Server Url: Using the format: https://<server>/<directory>
e.g. https://server/tmsweb
o TMS ID: The ID you log into TMS with, i.e. 370081 or JBLOGGS
o TMS password: The password you log into TMS with, i.e. 1234
o Is supervisor: Set to ‘No’ if your TMS ID is for an employee
Select the ‘Test connection’ button to ensure the entered details are correct
o A ‘Success’ message will be displayed when the application can talk to the TMS
Server
o What happens if it doesn’t?
Select ‘Save’ to save the changes and return back to the Dashboard screen
On the Dashboard screen you should see that the ‘Sync’ button has changed from red to
green. Press the ‘Sync’ button to synchronise TMS for Mobile with the TMS Server.
o This will download employee details, TMS codes and all accessible employees if
logged in as a supervisor.
A ‘ Success’ message will be displayed when the sync is complete
TMS for Mobile is now ready to use.
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Image 3: Settings Screen – Server Tab
Image 4: Settings Screen – Employee
Image 3: Settings Screen – Server Tab
Settings This section covers all the settings found within TMS for
Mobile. There are two sections within the settings: Server
and Employee
.1.1. Server settings Test connection: This button performs a connection
test with the details entered.
Server URL: The location of the TMS server. Format:
https://<server>/<directory>.
TMS ID: Supervisor or employee ID that you want to
log in to TMS with.
TMS password: Password or PIN for the entered
TMS ID.
Is supervisor: Toggle for login type
o Yes: If the TMS ID represents a supervisor
o No: If the TMS ID represents an employee
Geolocation: Toggle to turn geolocation
o On: To record GPS coordinates for each
clocking
o Off: To record no GPS coordinates for each
clocking
Auto connect: Toggle for connection type
o On: To send clockings to the server as they
are recorded
o Off: To store the clockings on the device to
be manually synced later
.1.2. Employee settings Kiosk mode: Toggle kiosk mode
o On: To allow multiple employees to clock
o Off: Off to allow a single employee or
supervisor to clock
Settings This section covers settings that are configured via the TMS
server, i.e. TMS for Silverlight. These settings are pushed
down to TMS for Mobile when it syncs with the server. This
allows settings to be managed centrally. The preferences
can be access from TMS for Silverlight\System\Maintain
system preferences\TMS for Mobile.
Login field: ID to use for employee login
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o Employee ID - default
o Payroll ID
o Badge ID
Allow keyed absence: Toggle the ability to record a keyed absence with a clock in our out,
i.e. add company business.
o True: Keyed absence lookup is visible.
o False: Keyed absence lookup is hidden.
TAS categories to display: Toggle the TAS categories that will be displayed in TMS for
Mobile.
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TMS for Mobile Usage TMS for Mobile has both offline and online features.
Offline features Offline features can be used when there is no network
connection.
.1.1. Dashboard
The dashboard in the first screen you are presented with
when you start the application or browse to the start page.
The dashboard shows the logged in user and available tasks
(depending on connection status). The connection status can
be deduced by the colour of the “Sync” button in the top
right-hand side of the screen.
Green indicates that there is a network connection
Red indicated there is no network connection
The user can press the logged in user picture to toggle
between employee and supervisor login.
Note: This only works if the supervisor is associated with an
employee via Maintain User Profiles.
Image 5: Dashboard Screen (Offline)
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Image 7: Clock Screen Clock Tab
Image 8: Clock Screen Favourites Tab
.1.2. Clock
The Clock screen gives the option to record a TMS or TAS
clocking. There are three tabs available within the Clock
screen; Clock, TAS and Favourites.
If you are logged in as a Supervisor you must also select the
employee that this TMS or TAS clocking is for.
If there is no network connection when recording a clocking,
the clocking will be stored on the device until the user
manually synchronises at a later date.
If geolocation has been selected within the Settings, then the
users’ current geolocation will be recorded against the
clocking.
.1.2.1. Clock Tab
On the Clock tab you can record a TMS clocking. This clocking
can include a Site code and Keyed code if required.
I.e. Company business can be recorded against a clocking.
.1.2.2. TAS Tab
On the TAS tab you can record a TAS clocking. Limited pairings
are used on the TAS categories if implemented.
.1.2.3. Favourites Tab
On the Favourites (Favs) tab you can record a clocking that has
been set up as a favourite clocking. This allows the user to
quickly clock TAS and other complex clocking combinations,
I.e. Clocking TAS working in Development on Bugs. These
favourite clockings are saved per user.
To add a favourite clocking, configure a TMS or TAS clocking
and click the ‘Add Fav’ button in the top-right corner. You will
then be asked to give the favourite a name before saving this
favourite. If you then visit the favourites tab you can record
this favourite clocking.
Deleting saved favourites can be done by clicking the cog
button on the right-hand side of the favourite clocking and
selecting delete.
Image 6: Dashboard Clock Button
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.1.3. Local
The Local clocking screen displays any clockings that have not
been sent to the server. On the dashboard you can see the
number of local clockings stored on the device.
Within the Local clocking screen, clockings can be deleted and
their geolocation can also be viewed. This can be done by
clicking on the cog on the right-hand side of the clocking and
selecting Delete or Location.
Image 9: Dashboard Local Clockings Button
Image 11: Clocking Location Screen
Image 10: Local Clockings Screen
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Image 13: Register Screen Register Tab
Image 14: Register Screen Settings Tab
.1.4. Register
The Register screen is a feature only available to supervisors
and allows the supervisor to clock multiple employees at
once.
The supervisor can record In, Out and TAS clockings for all
accessible employees. The In, Out and TAS clockings can all
be pre-defined from within the Register Settings Tab (see
bottom image). Here you can define the Site and Keyed
Codes for TMS clockings and also the TAS category values for
TAS clockings.
To submit the clocking for a selection of employees click on
the required employees in the register list before clicking on
the In, Out or Start button.
The “Invert” button allows you to invert the selection of
employees currently selected. This means that on first entry
to the Register screen if you click “Invert” all employees in
the list will be selected.
Image 12: Dashboard Register Button
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.1.5. System Info
The System info screen displays useful information on the
device that you are running TMS for Mobile on. This
information is useful for Mitrefinch Support if you are
having problems with your application. When pressed, the
“Email Info to Mitrefinch Support” button will open up a
new email using your installed email client (e.g. Microsoft
Outlook on a PC).
Image 15: System Info Screen
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Image 16: Kiosk Mode – Employee login
Image 17: Kiosk Mode – Logged in Employee
.1.6. Kiosk Mode
TMS for Mobile also offers a Kiosk mode. This mode can be
turned on within the Employee tab of the Settings screen.
The idea is that a Supervisor would login to TMS for Mobile
and put it into Kiosk Mode. Once in Kiosk mode a Log out
button will appear in the top-left corner of the Dashboard
screen.
You are then presented with the Kiosk Mode – Employee login
screen. Here an Employee can enter in there ID to login to
TMS for Mobile. Only Employees that the Supervisor has
access to will be able to login.
Once logged in the Employee can make TMS or TAS clockings.
The Employee now also has a Log out button in the top-left
corner of the Dashboard screen. Logging out presents the
Employee login screen again, ready for the next Employee to
login and make a clocking.
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Image 18: Dashboard Screen (Online)
Online features Online features only appear when the device can detect a
connection to the TMS server.
.1.7. Sync
The sync feature communicates with the TMS Server. This is
done manually by pressing the ‘Sync’ button in the top-right
corner of the Dashboard screen.
The sync feature performs two main tasks:
1. Downloads the latest employee details and TAS codes
from the TMS server. If you are logged in as a Supervisor
the only employees that are downloaded are the
employees that the Supervisor has access to and only if
they have web clocking enabled on their employee
profile.
2. Sends local clockings to the TMS server.
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.1.8. Onsite/Absence list
The Onsite/Absence list is a Supervisor feature that displays
the work status of employees accessible by the Supervisor.
The Onsite/Absence list offers a filter feature, to narrow down
the list of employees.
Note: Currently the Onsite/Absence list loads the last
employee selection chosen in Silverlight. Using TMS for
Mobile you have no control over the employee selection.
.1.1. Book Absence
The Book Absence is an Employee feature that allows the
employee to book an absence within TMS.
It offers the same options for booking an absence as the other
TMS interfaces, including:
Absence code
Start date
End date
Absence period
Absence duration
Absence shift
Supervisor reason
Employee reason
Image 19: Dashboard Onsite/Absence Button
Image 20: Onsite/Absence List Screen
Image 21: Book Absence Screen
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Employee Selection This section is a user guide for the Employee Selection functionality in TMS for Mobile.
1.1 What is Employee Selection? Employee Selection allows a supervisor to select a group of employees to submit a clock for, i.e.
create many clocks at once rather than one at a time.
1.2 Where is Employee Selection? Employee Selection is used when creating clocks for employees. To view Employee Selection:
Start TMS for Mobile as a supervisor.
Select the In, Out or TAS action for the Dashboard.
Click on the Employee lookup.
Employee Selection is now visible.
Figure 1: Lookup that shows the current Employee Selection.
1.3 How do I use Employee Selection? Within Employee Selection you will have access to the following functionality:
Select a single employee.
Select many employees.
Select a group of employees.
1.3.1 Select a single employee
To select a single employee to clock for:
1. Click on an employee name.
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Figure 2: Select a single employee.
1.3.2 Select many employees
To select many employees to clock for:
1. Click on the icon to the right of each employee to select an employee.
2. Click on the More action in the top right.
3. Click on the Select action.
Figure 3: Select many employees.
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1.3.3 Select a group
To select a group of employees to clock for:
1. Click on the Group tab.
2. Click on a Group name.
Figure 4: Select a group.
1.3.4 Creating, modifying and deleting a group
To create a group of employees:
1. Click on the icon to the right of each employee you want to be a member of the group.
2. Click on the More action in the top right.
3. Click on the Save group action.
4. Enter a name for the group.
5. Click on the Save action in the top right.
a. If the group already exists it will be overwritten.
To modify a group of employees:
1. Click on the Group tab.
2. Click on the Menu action to the right of the group you want to modify.
3. Click on the Highlight employees action.
a. This will take you back to the Employee tab and select all of the employees that
belong to the group.
4. Click on the icon to the right of each employee to toggle their selection.
5. Click on the More action in the top right.
6. Click on the Save group action.
7. Click on the Save action in the top right.
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To delete a group (not the employees):
1. Click on the Group tab.
2. Click on the Menu action to the right of the group you want to delete.
3. Click on the Delete action and confirm.
Tamper Detection A TMS for Mobile user may change the date time on their device to try and record a clock with an
invalid date time, i.e. arrived late so they change the device date time to record a clock that shows
they arrived on time.
TMS for Mobile contains a Tamper Detection, which:
Detects when the device date time has changed to an unexpected value.
Does not notify the active user of any detection.
Records details of unexpected changes to a log.
Sends the log to the TMS Server, which then adds it to the database.
Note, the Tamper Detection Unit records potential tampering. A device date time may have
changed for a valid reason.
A report can be run in TMS for Silverlight to show log entries sent from all TMS for Mobile instances.
To run the report:
1. Open TMS for Silverlight as a supervisor.
2. Open the Reports task.
3. Run the TAMPER report.
4. Select the employees and date range to run the report for.
a. Employees will return the Active user when the device date time was changed.
b. Date range will return tamper log entries that were sent to the TMS Server in that
range.
The Tamper report contains the following information:
Active User ID
o The user that was logged into, or was the first to use, TMS for Mobile after the
tamper was detected.
Creation date time
o Date time the TMS Server added the tamper detection to the database.
Message
o Description of what the Tamper Detection Unit found, i.e. ‘date time moved
forward’.
App date time
o Date time TMS for Mobile expected.
App time zone
o Time zone TMS for Mobile expected.
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Device date time
o Tampered date time the device had been changed to.
Device time zone
o Tampered time zone the device had been changed to.
Owner user ID
o ID of the account TMS for Mobile was configured to use, i.e. TMS for Mobile may be
setup as a kiosk, which would make the Owner and Active user IDs different.
Device ID
o Unique ID of the device the tamper was detected on.
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Troubleshooting
Possible Errors The following errors may occur when testing your connection details or synchronising.
Error Reason Solution
Invalid credentials TMS ID, TMS password and Is supervisor combination are invalid.
Try logging into the main T&A.NET application with the same credentials.
TMS for Mobile is linked to the ASPX or Silverlight licence for employees.
Assign either an ASPX or Silverlight licence to the employee (Silverlight\Help\About\Employee licences).
The Server URL is not valid Enter the server URL into the browser URL. This should display the Silverlight Login page.
Not reachable The 3G WIFI switch bug has occurred.
Restart the application.
Authentication is not set to Anonymous.
Configure Authentication via IIS.
Table 2: Known Test Connection errors.
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Known Issues
.1.1. TMS for Browser
Cannot make cross-domain calls
o TMS for Mobile and the TMS server must be installed on the same sub-domain.
o You cannot have http://<server1>/<tms_directory> and http://<server2>/browser.
Firefox is not supported.
Safari – Private Browsing mode does not support local storage and therefore will not support
TMS for Mobile in this mode.
.1.2. TMS for Android
The application crashes on some Android 2.2 devices when typing text into a textbox.
o Solution – Waiting for update to third party frameworks
Some devices have connection issues when switching between 3G and WIFI connections.
o Solution – Restart application
.1.3. TMS for Blackberry
View port can be too large for BlackBerry Curve screen
.1.4. TMS for iOS
Safari – Private Browsing mode does not support local storage and therefore will not
support TMS for Mobile in this mode.
.1.1. TMS for Windows Phone
.1.2. TMS for Outlook
Feature comparison
Platforms TMS for
Mobile PocketTMS
PocketTMS
for iPhone
Legacy
Blackberry Messaging TAS Kiosk PCClock.Net PCTerminal.Net
Outlook
Add-in
Number of platforms
supported 7 2 1 1 11 1 1 1 1
Windows PC
Apple Mac
Linux
HTML5 Browsers
Android
Blackberry
iPhone
Windows Mobile (5.x, 6.x)
Pocket PC (2000, 2002)
Windows Phone 7
Microsoft Outlook
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Clocking TMS for
Mobile PocketTMS
PocketTMS
for iPhone
Legacy
Blackberry Messaging TAS Kiosk PCClock.Net PCTerminal.Net
Outlook
Add-in
TMS Clockings
TAS Clockings
View todays clockings
View current TAS
Limited pair support
Employee view support
Clocking Time Entry
Site Code
Keyed Code
Clocking GPS
Offline Mode
Time Zone Support
Grouping
Favourites
Kiosk Mode
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Employee features TMS for
Mobile PocketTMS
PocketTMS
for iPhone
Legacy
Blackberry Messaging TAS Kiosk PCClock.Net PCTerminal.Net
Outlook
Add-in
Book absence
View absences
Flexi balance
Supervisor features
Onsite list
Onsite watch
Request list
Register (multiple
employee clockings)
Enrol employee
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External hardware TMS for
Mobile PocketTMS
PocketTMS
for iPhone
Legacy
Blackberry Messaging TAS Kiosk PCClock.Net PCTerminal.Net
Outlook
Add-in
RFID
NFC
Fingerprint biometrics
Implemented
Not implemented
Not directly implemented but available
Planned
Not Applicable