Core How-to November 15, 2017
Steps Go to System main menu. Select “Locations” page. Click on “+ New Location” top button. A dialog box will open. Write location name. Write phone number. Select city. Select district. Enter longitude (Google map location). Enter latitude (Google map location). Write down the company’s address. Write notes (if needed). Click on “Save” button. Location […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Shifts” top button. A dialog box will open. Select new status: Terminated Resigned Set apply […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Shifts” top button. A dialog box will open. Set start date. Set end date. Expected […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Schedule” top button. A dialog box will open. Set start date. Set end date. Select […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Template” top button. A dialog box will open. Select schedule template. Set start date. Set […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Holiday” top button. A dialog box will open. Write occasion. Set start date. Set number […]
Steps Go to Personnel main menu. Open Employees page. Click on “Advanced Filter” top button. A new page will open. Filter with any field or Click on “Filter” button. Bulk Actions page will open. Mark required employees’ checkbox. Click on “Vacations” top button. A dialog box will open. Select vacation type. Set start date. Set […]
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Attendance Report”. Click on “Template” top button. A dialog box will open. Select template. Set start/end date.
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Attendance Report”. Mark the required “Overtime” checkboxes. “Set Overtime” button will appear on top. Click on “Set Overtime” top button. A confirmation message will appear. Click on “Yes” in case you will approve same values […]
Preconditions Payroll cycle must not be calculated. Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Attendance Report”. “Attended” duration is editable. Click on the required “Attended” values. A dialog box will open, Change values. Click on “Save” button. “Attended” duration is edited successfully.