Configuring Terminals and Terminal Profiles
Administration · Steg-för-steg-guide
Modul: Administration
Tillvalsmodul: Timeclockmodul
För administratörer som ansvarar för stämpling
Uppdaterad 2026-11-12 10:50
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Brief answer
Prepare the terminal for the correct workplace and usage. Then choose how employees should identify themselves and link both the profile and the correct terminals to them. Finally, check that the registrations are recorded where you expect.
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Before You Begin
The Timeclock module is required for terminal functions. Find out whether you are using Webstamp in a web browser or an older physical terminal. Identification, access control, and offline handling differ between these paths. For an older terminal, the person responsible for the hardware should verify the model and software version.
Also decide which employees and workplaces the changes should apply to. Changing the settings in a profile affects the employees using it. Selecting another profile for an individual employee only changes that person's linking. Follow your organisation's procedures for fingerprint and location data before these functions are implemented.
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Do not use Active as a blocking mechanism against clocking in
Unchecking Active on the terminal does not by itself stop registrations from a terminal that is already usable. If access needs to be restricted, you must check the employee's terminal allocation and the access conditions applicable for the current terminal flow.
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Prepare the Terminal
1Create the TerminalOpen the Terminals page, select New, and specify a Terminal Name. Choose Usage Area and save after verifying the details. #### Further Explanation - Use a name that makes the terminal easily recognizable, for example based on its location. The name must be unique and can contain up to 50 characters. The characters
/ $ . & ? ; : = @ are not allowed. Description can explain the location or usage without making the name unnecessarily long. - Time registration is the default for a new terminal. Time and passage registration records both working time and passage. If you use Registration at passage, you need to know the difference between terminal types: an older physical terminal only registers passage, while today's web terminal flow also creates a time registration. Therefore, do not select the passage option in Webstamp under the assumption it will definitely prevent working time clockings. - A new terminal will be active, but Active only appears once the record already exists. For an existing terminal, unchecking it disables the other form settings and removes the terminal from the selection for new employee allocations. This is not the same as a terminal already assigned ceasing to function. - Terminal Id shows the saved terminal's identity and is not a field you edit. Serial Number is a separate, optional item. Confirm the correct device with the person responsible for installation; a filled serial number does not prove that the hardware has been connected. - Reading allowed is needed for the usual registration of new fingerprint or RFID data. This setting is not a general clocking block: an employee with a functioning identification can still clock when reading is not allowed. - When a terminal has a Guid, the link Absolute Time clock URL to its Webstamp page is shown. A name change alters the address, so update any saved shortcuts if the terminal name changes. The Guid itself is only displayed for Timeplan Support; you do not need to specify your own value to create a standard new terminal.2Check Network ConditionsCheck if the web terminal should be restricted to specific network addresses. If so, enter the correct addresses in Allowed IP addresses and select Save. #### Further Explanation - When the address list is empty, it does not restrict which IP addresses may use the web terminal functions. If you require such a restriction, enter the allowed addresses separated by semicolons, without spaces or duplicates. - It is the address Timeplan receives for the connection that is compared to the list. It does not have to be the same as the local address displayed on the tablet or computer. Confirm the correct address with the network administrator before saving, to avoid unintentionally blocking clocking. - An address not in the list is denied access to identification, clocking, balance, and transfer of offline clockings in Webstamp among other things. The terminal address itself can still show a page, so a visible start page does not prove registration works. This control should not be assumed to describe network support for every older physical terminal model. - The built-in terminal App is displayed when Clock in app is licensed. It cannot be removed, Active is not shown, and only Description and Allowed IP addresses can be changed. Therefore, it should not be configured as if it were a new physical terminal.
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Prepare Identification
1Create the Terminal ProfileOpen the Terminal Profiles page, select New, and enter a Name. Choose the Identification options to be used. > [!WARNING] > Unchecking does not remove a registered reader method > In today's Webstamp, a valid registered fingerprint or RFID record can still function even if Fingerprint/RFID is unchecked. If you are discontinuing the use of the method, you must also review the employee's identification methods. Do not change the links before ensuring how the employee should register their time going forward. #### Further Explanation - Employee number and Card number/code allow separate ways to identify the employee. When both are selected, they are alternatives, not two pieces of information that the employee must enter in succession. Use a profile name that helps you understand the purpose, but always check the actual selections when using an existing profile. - In Webstamp, Fingerprint/RFID means the reader should recognise a registered record belonging to the employee. Code identification is then rejected even if the code options are also checked. Selecting more boxes does not necessarily create more alternative ways to clock. - Require fingerprint (without verification) means in Webstamp that the employee first identifies with an allowed code and then makes a reading. The latter reading is not compared to the employee's saved fingerprint and can also come from the RFID reader. Do not select this option if you expect this step to prove whose finger or tag is used. - If both fingerprint options are selected, a matched fingerprint or RFID identification in Webstamp is sufficient; no extra presence step is requested. However, the employee's web app does not have the reader function needed for the extra presence step. Support in older physical terminals must be checked for the specific model and software version. - When Default profile is saved, it is used for new employees created via the Staff page or CSV import without another profile specified. A profile already chosen on an existing employee is not changed. However, the older terminal service uses the current default profile when the employee lacks their own profile choice. Therefore, also check that group before changing the default.
2Choose How Location Data Should Be HandledSelect Save geoposition based on how online clocking should work and save the profile when all choices are made. > [!WARNING] > A requirement for position can block clocking > With Mandatory and, in the current version, Mandatory when using code, no online clocking is saved if the position cannot be obtained. Ensure that affected devices can leave the location and that employees know how to report time if it does not work. #### Further Explanation - Never means no position is requested or saved. With Yes if possible, Timeplan attempts to fetch the location and saves it if successful, but the employee can still clock without a position. The two options thus provide different data even though both allow clocking without a position. - Mandatory when using code sounds as if the requirement only applies to employee number or card number. In the present version, however, online clocking after fingerprint or RFID identification and in an already logged-in web app is also blocked if the position is missing. Describe the actual requirement to employees, not just what the option's name implies. - Mandatory requires position regardless of online method. If the browser does not support retrieval, permission is denied, or retrieval fails, an error is shown for mandatory geoposition. Neither clocking nor passage is saved in that error. - Older physical terminals and queued offline clockings do not collect or verify position according to this profile rule. Position is not added afterwards when an offline clocking is transferred. A received offline clocking therefore does not prove online clocking with mandatory position works.
3Link the EmployeeOpen the employee's Additional details page. Choose Terminal Profile, mark the correct Valid stamping terminals, and select Save. #### Further Explanation - The profile determines the identification rules, while the terminal allocation determines which terminals the employee may use. Selecting only a profile does not grant access to all terminals. Show all changes which available terminals are displayed; it does not mark them or revoke previously saved hidden allocations. - If the employee will use fingerprint or RFID, the correct identification method must also be linked to the employee. Do this in the next step. A code profile does not require adding a fingerprint method just to continue.
4Add the Identification MethodIf the employee will use a reader, open Add identification method », check the correct method, and select OK. Then choose Save on the Additional details page. > [!WARNING] > Keep a working way to register time > Verify the new identification before resetting or removing an old method. Changing profiles alone is not proof that an already enrolled record no longer works or that the new method is ready to use. #### Further Explanation - The dialog shows methods supported and not yet added for the employee. Only check the methods you intend to use. Cancel and the close button close the dialog without adding methods. - OK transfers your selections to the employee's form. They are not saved until you select Save on the Additional details page. Actual reading occurs on a terminal that permits it and has the correct reader. - Enrolled shows if the identification item has been registered. A profile selection or added method is not the same as the employee's finger or tag already being read in. Check the saved link before starting troubleshooting reading. - When changing profiles, old method links must be assessed separately. The Read fingerprint again removes the enrolled data when the page is saved but retains the method so it can be enrolled again. Remove from list deletes the actual link when you save. Choose only the action that corresponds to the intended change. - If several methods are linked, at most one may be marked as Default. If the default method is removed, Timeplan selects the first remaining method in the list. Therefore, also check the default choice when changing an existing setup.
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Verify the Result
Check that the profile and terminal allocation are saved on the correct employee. When verifying the intended registration, the result should be followed up on the Clockings and balances page for working time and on the Entry and exit page for passage. Base this on what has actually been registered, not only that the device has recognised the employee.
After an interruption, the received offline clockings also need to be checked. A local confirmation or an empty queue in Webstamp does not guarantee that every clocking has been saved in Timeplan.
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Frequently Asked Questions
1Why does the code not work even though Employee number is selected?Code is rejected in Webstamp if Fingerprint/RFID is also selected. Check the full combination of the profile's properties and the employee's saved profile. For an older physical terminal, the model's support must also be checked.
2Does unchecking Active disable the terminal?No. Unchecking affects the form and selection for assignments but does not in itself stop a terminal already in use. Check the correct access path together with the person responsible for the terminals.
3Why can't the terminal profile be deleted?A profile assigned to an employee must not be deleted. Check which employees are using it and which profile they should have instead before considering removal.