Paypack Documentation
Overview
The Tax Settings menu in PayPack HRM software lets you manage your company’s bonus and tax configurations efficiently. You can easily create new tax settings by filling out a form with details like the bonus calculation method, the number of yearly bonuses, and the payment method. Use the list view to see all existing tax settings, with clear columns for bonus details and status indicators. Update any setting with a quick edit option. Find specific settings fast with the search bar and sort the list by clicking on column headers. This menu makes managing tax settings simple and straightforward.
Add New Attendance Device
To add a new attendance device, follow these steps:
Access the Form:
- Navigate to the “Add New Attendance Device” section.
Fill in the Form:
- Company: Select the appropriate company from the dropdown list.
- Branch: Select the branch where the device will be used.
- Device Name: Enter a descriptive name for the device.
- Device ID: Enter a unique identifier for the device.
Submit the Form:
- Click the “Save” button to add the new device.
- If you need to clear the form, click the “Clear” button.
Update Attendance Device
To update an existing attendance device:
Access the Device:
- Locate the device in the list and click the three dots under the “Action” column.
- Select “Edit” from the dropdown menu.
Edit the Details:
- Update the necessary fields in the form.
- Click “Save” to apply the changes.
List View
The list view displays all the attendance devices. Each row includes:
- Company: The company to which the device belongs.
- Branch: The branch where the device is located.
- Device Name: The name of the device.
- Device ID: The unique identifier for the device.
- Status: The current status of the device (e.g., Active).
- Action: Options to edit the device details.
Search
To search for a specific attendance device:
- Use the Search Bar:
- Enter a keyword (e.g., device name or ID) in the search bar.
- The list will dynamically update to show matching devices.
Sorting
To sort the list of attendance devices:
- Click on Column Headers:
- Click on any column header (e.g., Company, Branch) to sort the list by that column.
- Clicking again will toggle the sort order between ascending and descending.
Add New Attendance Device
To add a new attendance device, follow these steps:
Access the Form:
- Navigate to the “Add New Attendance Device” section.
Fill in the Form:
- Company: Select the appropriate company from the dropdown list.
- Branch: Select the branch where the device will be used.
- Device Name: Enter a descriptive name for the device.
- Device ID: Enter a unique identifier for the device.
Submit the Form:
- Click the “Save” button to add the new device.
- If you need to clear the form, click the “Clear” button.
Update Attendance Device
To update an existing attendance device:
Access the Device:
- Locate the device in the list and click the three dots under the “Action” column.
- Select “Edit” from the dropdown menu.
Edit the Details:
- Update the necessary fields in the form.
- Click “Save” to apply the changes.
List View
The list view displays all the attendance devices. Each row includes:
- Company: The company to which the device belongs.
- Branch: The branch where the device is located.
- Device Name: The name of the device.
- Device ID: The unique identifier for the device.
- Status: The current status of the device (e.g., Active).
- Action: Options to edit the device details
Search
To search for a specific attendance device:
- Use the Search Bar:
- Enter a keyword (e.g., device name or ID) in the search bar.
- The list will dynamically update to show matching devices.
Sorting
To sort the list of attendance devices:
- Click on Column Headers:
- Click on any column header (e.g., Company, Branch) to sort the list by that column.
- Clicking again will toggle the sort order between ascending and descending.
Security and Permissions
-
User Permissions:
- Access to the Add, Update, Delete, View feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights to update information.
-
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
-
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
-
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Add, Update, Delete, View features in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.