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Paypack Documentation
Overview
The Employee Contact Report page is designed to help HR personnel access, filter, and manage employee contact information efficiently. This guide will walk you through the features of the page, including viewing detailed reports, filtering options, searching, sorting, and exporting data.
Details View
Navigation
- Breadcrumb Navigation: Located at the top right, this provides links for easy navigation back to the main dashboard or other sections. Clicking on “Dashboard” will take you back to the main HR dashboard.
Employee Contact Table
The main section of the page displays a table with comprehensive employee contact details. The table includes columns for:
- Employee ID: Unique identifier for each employee.
- Employee Name: Name of the employee.
- Personal Mobile: Employee’s personal mobile number.
- Personal Email: Employee’s personal email address.
- Emergency Contact Name: Name of the emergency contact person.
- Emergency Contact Mobile: Mobile number of the emergency contact.
- Emergency Contact Relation: Relationship of the emergency contact to the employee.
Filtering Form
At the top of the page, there is a form that allows you to filter the employee contact data based on various criteria. You can filter by:
- Employee: Select a specific employee from the dropdown menu.
- Company: Choose the company the employee works for.
- Branch: Select the branch location of the employee.
- Department: Choose the department where the employee works.
- Designation: Select the employee’s job title or designation.
Using the Filter
- To Filter Data: Select the desired options from the dropdown menus and click the Filter button. The table will update to show only the employees that match your selected criteria.
- To Clear Filters: Click the Clear button to reset all filters to their default values.
Search Bar
Above the employee contact table, there is a search bar. This allows you to quickly search for specific employees by typing in keywords such as their name or contact details. Enter your search term and the table will automatically update to show matching results.
Sorting
You can sort the data in the table by clicking on the column headers. Clicking a column header will sort the table by that column, toggling between ascending and descending order. This is useful for organizing the data in a way that best suits your needs.
Exporting Data
The page provides options to export the filtered employee contact data:
- Export to PDF: Click the PDF button to download the data as a PDF file. Note: Ensure you have selected a company, branch, department, and designation, then click the Filter button before downloading the PDF to avoid delays.
- Export to Excel: Click the Excel button to download the data as an Excel file.
Employee Contact Table
The main section of the page displays a table with comprehensive employee contact details. The table includes columns for:
- Employee ID: Unique identifier for each employee.
- Employee Name: Name of the employee.
- Personal Mobile: Employee’s personal mobile number.
- Personal Email: Employee’s personal email address.
- Emergency Contact Name: Name of the emergency contact person.
- Emergency Contact Mobile: Mobile number of the emergency contact.
- Emergency Contact Relation: Relationship of the emergency contact to the employee.
Filtering Form
At the top of the page, there is a form that allows you to filter the employee contact data based on various criteria. You can filter by:
- Employee: Select a specific employee from the dropdown menu.
- Company: Choose the company the employee works for.
- Branch: Select the branch location of the employee.
- Department: Choose the department where the employee works.
- Designation: Select the employee’s job title or designation.
Using the Filter
- To Filter Data: Select the desired options from the dropdown menus and click the Filter button. The table will update to show only the employees that match your selected criteria.
- To Clear Filters: Click the Clear button to reset all filters to their default values.
Search Bar
Above the employee contact table, there is a search bar. This allows you to quickly search for specific employees by typing in keywords such as their name or contact details. Enter your search term and the table will automatically update to show matching results.
Sorting
You can sort the data in the table by clicking on the column headers. Clicking a column header will sort the table by that column, toggling between ascending and descending order. This is useful for organizing the data in a way that best suits your needs.
Exporting Data
The page provides options to export the filtered employee contact data:
- Export to PDF: Click the PDF button to download the data as a PDF file. Note: Ensure you have selected a company, branch, department, and designation, then click the Filter button before downloading the PDF to avoid delays.
- Export to Excel: Click the Excel button to download the data as an Excel file.
Search Bar:
- Locate the search bar at the top of the table.
- Enter a keyword or phrase related to the employee you’re looking for (e.g., employee name, department).
- The table will automatically filter and display only employees matching your search term.
Security and Permissions
User Permissions:
- Access to the add, update, view, delete feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights.
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.
