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Paypack Documentation
Settings - Branch List
Welcome to the PayPack HRM Documentation. PayPack is your comprehensive solution for managing human resources and projects seamlessly. Developed with the latest technologies such as Python, Django, and Bootstrap, PayPack offers a user-friendly interface and powerful features designed to streamline your HR processes. This documentation will guide you through the various settings and functionalities of PayPack, ensuring you can maximize the software’s potential.
In the “Branch List” section, you can manage all aspects of your Branches data. This page allows you to:
View All Branch Information:
- Gain access to a comprehensive list of all branches registered in the system. Each entry displays crucial details such as branch name, associated company, country, city, address, and contact information. This organized view facilitates better oversight and management of your branch network.
Add New Branch Information:
- Easily add new company details by filling out a simple form. Ensure all necessary information is provided to keep your records accurate and up-to-date.
Export Reports:
- Generate and export detailed reports of your branch data in Excel format. This feature enables easy sharing and further analysis of branch information, supporting informed decision-making and strategic planning.
Add a New Branch:
- Click on the “Add New Branch” button to open a form where you can input the details for a new branch.
Fill Out the Branch Form:
- Complete the form fields with the necessary branch information. Required fields are marked with an asterisk (*).
Form Fields Description
- Company:
- Select the company to which the branch belongs from the dropdown list.
- Example: “PayPack”
- Branch Name:
- Enter the name of the branch.
- Example: “Head Office”
- Country:
- Select the country where the branch is located from the dropdown list.
- Example: “United States”
- City:
- Select the city where the branch is located from the dropdown list.
- Example: “New York”
- Address:
- Enter the physical address of the branch.
- Example: “123 Main Street, New York, NY 10001
Fill Out the Form:
- Complete each field with the relevant information. Fields marked with an asterisk (*) are mandatory
Submit the Form:
- Click the “Save” button to submit the form and save the branch information.
Export Button
Click the Export Button:
- Simply click the “Export” button. This action will initiate the process to generate an Excel file containing all the data listed on the page.
Reporting:
- Generate reports effortlessly by utilizing the exported data. This is particularly useful for presenting information to stakeholders or during meetings.
Backup and Record-Keeping:
- Maintain a backup of your data by periodically exporting and saving the Excel files. This helps in record-keeping and ensures data is preserved outside the PayPack system.
Update Branch Information
Select the Action Three Dot (Burger Menu) to Update:
Access the Action Menu:
- Find the Action Menu associated with the selected company. This is typically represented by three vertical dots or a similar icon.
Choose the “Edit” Option:
- Click on the “Edit” option from the Action Menu. This will open a form where you can edit the company details.
- 4. Next You Will Get This Page Update Company Information:
- Make the necessary changes to the company information fields as required. You can modify details such as the company name, email, mobile number, website, address, and more.
- Update Changes:
- After updating the information, click the “Update” button to apply the changes. The system will then update the company’s details with the new information provided.
Security and Permissions
User Permissions:
- Access to the Update 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 Update feature 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.
