Personnel How-to November 15, 2017
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Attendance Report”. Make sure payroll cycle is not calculated. Click on “Edit Status” button on the left. A dialog box will open. Select shift status: Working => Weekend/Working on Weekend Weekend => Working/Working on Weekend Holiday => Working […]
Preconditions Required day has more than one shift. 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 “Delete” icon on the left. Shift is deleted successfully.
Preconditions There must be no intersection with existing shift. 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”. Click on “Edit Shift” icon on the right. A dialog box will open. Select shift type. Set shift duration (From […]
Preconditions There must be no intersection with existing shift. 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”. Click on “+” green button next to the required shift. A dialog box will open. Select shift type. Set […]
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 “Vacations”. Open “Listing” tab. Click on “Delete” button next to the required vacation. Vacation is deleted successfully.
Preconditions Employee’s vacation must exceed one day. Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Vacations”. Open “Listing” tab. Click on “Break” button next to required vacation. A dialog box will open. Set a start date. Set number of days. Click on “Save” […]
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Vacations”. Open “Listing” tab. Click on “Attachment” button next to the required vacation. Upload attachment.
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Vacations”. Open “Info” tab. Click on “Edit” button. Change new balance. Write note (if needed). Click on “Save” button. Vacation Balance is edited successfully.
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Vacations”. Click on “+ Vacation” top button. A dialog box will open. Select vacation type. Mark “Partial Vacation” checkbox (if needed). Select date. Write notes (if needed). Click on “Save” button. Vacation is added to […]
Steps Go to Personnel main menu. Select “Employees” page. Filter with employee code/name. Click on employee’s “Actions” button, and select “Attendance Report”. Employee’s Attendance Report will open.