Overview

Welcome to the Employee Award List Documentation. This guide will walk you through the entire process of managing employee awards, from adding new awards to viewing and filtering the award list. This documentation aims to be clear, concise, and user-friendly, ensuring you have all the information needed to efficiently manage employee awards.

Prerequisite: Menus

Before you begin managing employee awards, you need to ensure that all necessary dropdown menus are populated. These menus are crucial for selecting specific details Follow the links below for detailed instructions on how to set up each dropdown menu:

1. Employee
2. Year
3. Month
4. Award Title

Ensure you have the necessary information ready to fill these dropdown menus accurately.

Adding an Employee Award

To add an employee award, follow these steps:

1. Navigate to the Employee Award Form:

   • Access the employee award form through the appropriate menu or “Add New Employee Award” link provided in your HR management system.

2. Fill in the Form Inputs:

   • Employee: Select the employee from the dropdown list.
   • Company: Choose the company associated with the award.
   • Branch: Select the branch of the company.
   • Department: Pick the relevant department.
   • Designation: Select the designation of the employee.
   • Award Title: Enter the title of the award.
   • Year: Specify the year of the award.
   • Month: Choose the month of the award.
   • Status: Set the status of the award (e.g., Active, Inactive).

3. Submit the Form:

   • After filling in all required fields, click the “Submit” button to add the award to the system.

Updating an Employee Award

To update an existing employee award:

1. Access the Award List:

   • Go to the list of employee awards in your HR management system.

2. Locate the Award:

   • Find the award you want to update using the search or filter options.

3. Edit the Award:

   • Click on the “Edit” link next to the award. This will open the award form with the current details pre-filled.

4. Update the Necessary Fields:

   • Modify the fields that need updating.

5. Save Changes:

   • Click the “Save” button to apply the changes.

Viewing Award Details

To view the details of a specific employee award:

1. Access the Award List:

   • Navigate to the employee award list in your HR management system.

2. Search for the Award:

   • Use the search functionality to find the specific award by employee name, award title, or other criteria.

3. View Details:

   • Click on the award entry to view detailed information about the award.

List View

The award list view displays all employee awards in a tabular format. Each row represents an individual award, showing details such as:

• Employee ID
• Employee Name
• Designation
• Award Title
• Year
• Month
• Status
• Actions (e.g., Edit)

Filtering Awards

To filter the award list:

1. Access the Filter Form:

   • At the top of the award list, you will find a filter form.

2. Select Filter Criteria:

   • Choose the criteria you want to filter by, such as:
     • Employee
     • Company
     • Branch
     • Department
     • Designation

3. Apply Filter:

   • Click the “Filter” button to apply the selected filters and update the award list accordingly.

4. Clear Filter:

   • To clear the filters and view all awards again, click the “Clear” button.

Searching Awards

To search for specific awards:

1. Use the Search Box:

   • Located at the top of the award list, enter the keyword(s) related to the award you are looking for (e.g., employee name, award title).

2. View Results:

   • The list will automatically update to show the awards matching your search criteria.

Sorting Awards

To sort the awards in the list:

1. Click on Column Headers:

   • Each column header in the award list is clickable. Clicking on a column header will sort the list based on that column, either in ascending or descending order.

2. Toggle Sorting Order:

   • Clicking the same column header again will toggle the sorting order (ascending/descending).

Exporting Awards to Excel

To export the award list to an Excel file:

1. Click the Export Button:

   • At the top of the award list, click the “Excel” button.

2. Download the File:

   • The award list will be downloaded as an Excel file, which you can open and view in any spreadsheet software.