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Paypack Documentation
Overview
The Bonus Process Settings menu allows you to manage bonus processes by adding new settings, updating existing ones, viewing details, and organizing the list. This guide will help you navigate and use this menu efficiently.
Adding a New Bonus Process Setting
Access the Form:
- Navigate to the Bonus Process Settings menu.
- Click on Add New Bonus Process Settings to open the form.
Fill Out the Form:
- From Service Duration: Enter the minimum service duration (in months) required for the bonus. This is a mandatory field.
- To Service Duration: Enter the maximum service duration (in months) eligible for the bonus. This is a mandatory field.
- Bonus Percent: Specify the bonus percentage applicable within the defined service duration range. This is a mandatory field.
Submit the Form:
- Click on the Save button to submit the form.
- If you need to clear the form at any point, click the Clear button.
Updating an Existing Bonus Process Setting
Locate the Bonus Process:
- In the Bonus Process List, find the bonus process you want to update.
- Click on the three vertical dots in the Action column.
Edit the Bonus Process:
- Select the Edit option from the dropdown menu.
- Update the necessary fields in the form that appears.
Save the Changes:
- Click the Save button to update the bonus process details.
Viewing Bonus Process Details
Access the List:
- Navigate to the Bonus Process List menu to see all existing bonus processes.
Understand the Columns:
- From Service Duration: The minimum service duration required for the bonus.
- To Service Duration: The maximum service duration eligible for the bonus.
- Bonus Percent: The percentage of the bonus.
- Status: Indicates whether the bonus process is active.
- Action: Provides options to edit the bonus process.
Search for a Bonus Process:
- Enter the keyword related to the bonus process you are looking for.
- The list will dynamically filter based on your input, showing only the relevant entries.
Sorting the Bonus Process List
- Sort the Columns:
- Each column header in the bonus process list is sortable.
- Click on a column header to sort the list in ascending or descending order based on that column.
Exporting the Bonus Process List
Initiate the Export:
- In the Bonus Process List menu, find and click the Export button.
Choose File Format:
- A prompt will appear asking you to select the format (e.g., CSV or Excel).
Download the File:
- Select your preferred format and click the Download button.
- The file will be saved to your device, containing the entire list of bonus processes for further analysis or record-keeping.
Adding a New Bonus Process Setting
Access the Form:
- Navigate to the Bonus Process Settings menu.
- Click on Add New Bonus Process Settings to open the form.
Fill Out the Form:
- From Service Duration: Enter the minimum service duration (in months) required for the bonus. This is a mandatory field.
- To Service Duration: Enter the maximum service duration (in months) eligible for the bonus. This is a mandatory field.
- Bonus Percent: Specify the bonus percentage applicable within the defined service duration range. This is a mandatory field.
Submit the Form:
- Click on the Save button to submit the form.
- If you need to clear the form at any point, click the Clear button.
Updating an Existing Bonus Process Setting
Locate the Bonus Process:
- In the Bonus Process List, find the bonus process you want to update.
- Click on the three vertical dots in the Action column.
Edit the Bonus Process:
- Select the Edit option from the dropdown menu.
- Update the necessary fields in the form that appears.
Save the Changes:
- Click the Save button to update the bonus process details.
Viewing Bonus Process Details
Access the List:
- Navigate to the Bonus Process List menu to see all existing bonus processes.
Understand the Columns:
- From Service Duration: The minimum service duration required for the bonus.
- To Service Duration: The maximum service duration eligible for the bonus.
- Bonus Percent: The percentage of the bonus.
- Status: Indicates whether the bonus process is active.
- Action: Provides options to edit the bonus process.
Search for a Bonus Process:
- Enter the keyword related to the bonus process you are looking for.
- The list will dynamically filter based on your input, showing only the relevant entries.
Sorting the Bonus Process List
- Sort the Columns:
- Each column header in the bonus process list is sortable.
- Click on a column header to sort the list in ascending or descending order based on that column.
Exporting the Bonus Process List
Initiate the Export:
- In the Bonus Process List menu, find and click the Export button.
Choose File Format:
- A prompt will appear asking you to select the format (e.g., CSV or Excel).
Download the File:
- Select your preferred format and click the Download button.
- The file will be saved to your device, containing the entire list of bonus processes for further analysis or record-keeping
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.
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.
Creating New Tax Settings
Access the Form:
- Navigate to the Tax Settings menu and click on “Create New Tax Settings.”
Fill in the Details:
- Bonus Based On: Select how the bonus is calculated, such as “100% of Basic Salary,” “50% of Gross Salary,” or “100% of Gross Salary.”
- Number of Yearly Bonus: Choose the number of yearly bonuses, ranging from 0 to 5.
- Based on Salary Part: Select the part of the salary for the bonus payment, such as “Bank,” “Cash,” or “Bank and Cash.”
Save or Clear:
- Click “Save” to add the new tax settings.
- If you need to start over, click “Clear.”
Updating Existing Tax Settings
Locate the Tax Setting:
- Find the tax setting you want to update in the list view.
Edit the Setting:
- Click “Edit” in the action menu of the corresponding setting.
- Modify the details as needed.
- Save the changes.
Viewing the Tax Settings List
List Overview:
- The list displays all tax settings with columns for Bonus Based On, Number of Bonus, Based on Salary Part, Status, and Action.
Status Indication:
- Active settings are marked with a green dot.
Filtering Tax Settings
- Use Filters:
- Apply filters to narrow down the list based on specific criteria, such as bonus type or status.
Searching for Tax Settings
- Use the Search Bar:
- Enter keywords in the search bar to quickly find specific tax settings.
Sorting the Tax Settings
- Sort Columns:
- Click on the column headers (Bonus Based On, Number of Bonus, Based on Salary Part) to sort the list in ascending or descending order.
Creating New Tax Settings
Access the Form:
- Navigate to the Tax Settings menu and click on “Create New Tax Settings.”
Fill in the Details:
- Bonus Based On: Select how the bonus is calculated, such as “100% of Basic Salary,” “50% of Gross Salary,” or “100% of Gross Salary.”
- Number of Yearly Bonus: Choose the number of yearly bonuses, ranging from 0 to 5.
- Based on Salary Part: Select the part of the salary for the bonus payment, such as “Bank,” “Cash,” or “Bank and Cash.”
Save or Clear:
- Click “Save” to add the new tax settings.
- If you need to start over, click “Clear.”
Updating Existing Tax Settings
Locate the Tax Setting:
- Find the tax setting you want to update in the list view.
Edit the Setting:
- Click “Edit” in the action menu of the corresponding setting.
- Modify the details as needed.
- Save the changes.
Modify the details as needed.
Update the changes
List Overview:
- The list displays all tax settings with columns for Bonus Based On, Number of Bonus, Based on Salary Part, Status, and Action.
Status Indication:
- Active settings are marked with a green dot.
Searching for Tax Settings
- Use the Search Bar:
- Enter keywords in the search bar to quickly find specific tax settings.
Sorting the Tax Settings
- Sort Columns:
- Click on the column headers (Bonus Based On, Number of Bonus, Based on Salary Part) to sort the list in ascending or descending order.
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.
