Collection of guides to accomplish specific function.
CAB How-to November 14, 2017
Steps Go to Compensation main menu. Open Payroll Cycles page. Click on “Actions” button next to the required cycle. A drop down will open. Select “Export”. Payroll Cycle (Salary Sheet) is exported successfully to an excel sheet on your PC.
Steps Go to Compensation main menu. Open Payroll Cycles Page. Click on “Delete” button next to the required cycle. Payroll Cycle is deleted successfully.
Steps Go to Compensation main menu. Open Payroll Cycles page. Click on “Actions” button next to the required “Pending” cycle. A drop down will open. Select “Reset”. Payroll Cycle is reset successfully “Pending”.
Steps Go to Compensation main menu. Open Payroll Cycles page. Click on “Actions” button next to the required “Pending” cycle. A drop down will open. Select “Approve”. Payroll Cycle is approved successfully.
Steps Go to Compensation main menu. Open Payroll Cycles page. Click on “Actions” button next to the required “Pending” cycle. A drop down will open. Select “Calculate”. Payroll Cycle is calculated successfully.
Steps Go to Compensation main menu. Open Payroll Cycles page. Click on “+ Payroll Cycle” top button. A dialog box will open. Set start date. Click on “Save” button. Payroll Cycle is added successfully.
Preconditions Payroll cycle must be “Pending”. Steps Go to Compensation main menu. Open Policy Actions page. Select employee. Click on “Cancel” button next to the required action. Policy Action is cancelled successfully.
Steps Go to Compensation main menu. Open Policy Actions page. Select employee. Click on “+ Policy Action” top button. A dialog box will open. Select policy. Set policy action date. Write notes (if needed). Click on “Save” button. Policy Action is added successfully.
Steps Go to Compensation main menu. Open Loans page. Click on “Delete” button next to the required loan. Loan is deleted successfully.
Steps Go to Compensation main menu. Open Loans page. Click on “+ Loan” top button. A dialog box will open. Select employee. Employee’s loan constraints will appear below. Set loan amount. Set monthly installment. Set first installment date. Set loan date. Write notes. Click on “Save” button. Loan is added successfully.