Collection of guides to accomplish specific function.
Personnel How-to November 13, 2017
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Schedule Templates”. Select the required template. Click on “Edit” button. Change the required info. Click on “Save” button.
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Schedule Templates”. Select the required template. Click on “Copy” button. Template is copied successfully. Change template name. Click on “Save” button.
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Schedule Templates”. Click on “+ Template”. Add template pattern will open. Write template’s name. Select day status (Working or Weekend). Set shift time (From – To) for working shifts. Select shift type (predefined on modulus) for working shifts. Click on “Save”. Template is added […]
Preconditions Make sure this position is not added to any employee. Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Positions”. Select the required position. Click on “Delete” button displayed in the required position’s row. Position is deleted successfully.
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Positions”. Click on “+ Position” top button. A dialog box will open. Write position’s name. Select a department to which this position will belong. Select a sub department included in the selected department (to which this position belongs, if existed). Set/Select a grade for […]
Preconditions Make sure no sub department is added to this department. Make sure this department is not assigned to any position. Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Departments”. Select required department. Click on “Delete” button displayed among department’s data. Department is deleted successfully.
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Vacation Types”. Click on “+ Vacation Type” top button. A dialog box will open. Write vacation type name. Set max successive days. Set min days before vacation. Set days before entitlement. Max relay balance. Balance reset. Recharge. Check boxes: Allow Partial Settle on Layoff […]
Preconditions All employees’ codes must exist on the application. Steps Go to Personnel main menu. Open Vacations page. Click on “Import” top button. Import page will open. Download sample (Excel). Fill in the sample with employees’ data. Upload the filled sample (Excel). Select columns headers. Validate your data: Yellow rows: includes invalid cells Red cells: […]
Preconditions Make sure this sub department is not assigned to any position. Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Departments”. Select the department, which includes the required sub department. Click on “Delete” button displayed among sub department’s data. Sub Department is deleted successfully.
Steps Go to Personnel main menu. Open “Setup” sub menu. Select “Departments”. Select a department for which you want to add sub department. Click on “+ Sub Department” button. A dialog box will open. Write sub department’s name. Select manger (from users drop down) – Optional. Select deputy manager (from users drop down) – Optional. […]