Actions: Bulk Layoff Employees

Personnel How-to   November 15, 2017

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 […]
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Actions: Bulk Adjust Schedule

Personnel How-to  

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 […]
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Actions: Bulk Update Schedule

Personnel How-to  

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 […]
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Actions: Bulk Assign Template

Personnel How-to  

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 […]
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Actions: Add Bulk Holiday

Personnel How-to  

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 […]
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Actions: Add Bulk Vacation

Personnel How-to  

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 […]
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Actions: Assign Template to Employee

Personnel How-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”. Click on “Template” top button. A dialog box will open. Select template. Set start/end date.
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Actions: Approve Employee’s Overtime

Personnel How-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”. 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 […]
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Actions: Edit “Attended” Duration in Employee’s Attendance Report

Personnel How-to  

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.
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Actions: Edit Day Status in Employee’s Attendance Report

Personnel How-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”. 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 […]
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