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Paypack Documentation
Settings > Leave Balance List
Overview
The Leave Balance List is a comprehensive tool designed to manage and track employee leave applications effectively. It includes a form with various inputs to filter leave records based on criteria such as employee, company, branch, department, date range, and leave status. Users can easily select these options through intuitive dropdown menus and date pickers.
The filtered results are displayed in a responsive table that allows sorting and searching by various columns like Employee ID, Employee Name, Leave Type, Leave Approver, From Date, To Date, Total Leave, and Status. Additionally, users have options to clear filters, export data to PDF or Excel, and view detailed leave application information for each record.
This system ensures efficient leave management, transparency, and accessibility for both employees and administrators.
Adding a Leave Application
Form Inputs
- Employee: Select the employee applying for leave from the dropdown menu.
- Leave Type: Choose the type of leave (e.g., Sick Leave, Annual Leave, Maternity Leave) from the dropdown menu.
- From Date: Select the start date for the leave.
- To Date: Select the end date for the leave.
- Leave Status: Choose the status of the leave application (Pending, Approved, Rejected, Cancelled).
- Leave Approver: Select the person responsible for approving the leave.
- Number of Days: This field is automatically calculated based on the From Date and To Date.
- Leave Reason: Provide a reason for the leave application.
- Is Half Day Leave Application?: Check this box if the leave application is for a half-day.
Steps to Add
- Navigate to the “Add New Leave Application” page.
- Fill in all the required fields.
- Click “Save” to submit the leave application.
Viewing Leave Details
Access Leave Details:
- On the Leave Balance List page, you will see a table displaying leave applications.
View Employee:
- Each row has an action button. Click on the dropdown and select
View Employeeto see detailed information about the employee.
- Each row has an action button. Click on the dropdown and select
Leave Details:
- To view the leave application details, select
Viewfrom the dropdown menu in the Action column. This will take you to the Employee Leave Application List.
- To view the leave application details, select
Employee Leave Application List
The Employee Leave Application List provides a detailed view of all leave applications for a specific employee. Here’s how to navigate it:
Table Overview
The table contains the following columns:
- Employee ID: Unique identifier for the employee.
- Employee Name: Name of the employee.
- Leave Type: Type of leave applied for.
- Leave Approver: Person responsible for approving the leave.
- From Date: Start date of the leave.
- To Date: End date of the leave.
- Total Leave: Total number of leave days.
- Status: Current status of the leave (Pending, Approved, Rejected, Cancelled).
- Action: Allows you to view detailed leave application information.
Actions
- View: Click on
Viewin the Action dropdown to see detailed leave information for a specific application.
Filters
The Leave Balance List allows you to filter leave applications based on multiple criteria:
- Employee: Filter by specific employee.
- Company: Filter by company.
- Branch: Filter by branch.
- Department: Filter by department.
- From Date: Set the start date range for leave applications.
- To Date: Set the end date range for leave applications.
- Status: Filter by leave status (Pending, Approved, Rejected, Cancelled).
Sorting
- Sorting: Click on the column headers to sort the data in ascending or descending order.
Searching
- Search: Use the search bar above the table to find specific leave applications quickly.
Exporting Data
You can export the leave balance list in various formats:
- Excel: Click on the
Excelbutton to export the list as an Excel spreadsheet.
Add New Leave Application
Go to Add New Leave Application Form Page
- Click “Add New Leave Application” to access the form.
Fill Out the Form
- Employee: Select the employee applying for leave from the dropdown menu.
- Leave Type: Choose the type of leave (e.g., Sick Leave, Annual Leave, Maternity Leave) from the dropdown menu.
- From Date: Select the start date for the leave.
- To Date: Select the end date for the leave.
- Leave Status: Choose the status of the leave application (Pending, Approved, Rejected, Cancelled).
- Leave Approver: Select the person responsible for approving the leave.
- Number of Days: This field is automatically calculated based on the From Date and To Date.
- Leave Reason: Provide a reason for the leave application.
- Is Half Day Leave Application?: Check this box if the leave application is for a half-day.
Form Submit:
- Clear: If you need to start over, click the “Clear” button.
- Save: Once you’ve filled out the form, click the “Save” button to add the new leave type.
View Employee
Step-by-Step Instructions
- Find the Employee you want to view. Click the three dots under “Action” and select “View Employee.”
Next you will get this page:
Leave Details
Step-by-Step Instructions
- Find the Employee you want to view. Click the vertical three dots under “Action” and select “Leave Details.”
Next you will get this page:
Filter Options
The Leave Balance List allows you to filter leave applications based on multiple criteria:
- Employee: Filter by specific employee.
- Company: Filter by company.
- Branch: Filter by branch.
- Department: Filter by department.
- From Date: Set the start date range for leave applications.
- To Date: Set the end date range for leave applications.
- Status: Filter by leave status (Pending, Approved, Rejected, Cancelled).
4. Searching data
To search for a specific data:
- Use the search bar at the top of the table.
- Type in keywords related to the data you are looking for.
- The table will automatically filter to show matching results.
5. Sorting data
To sort the data:
- Click on the column headers
- The table will sort the categories based on the selected column in ascending or descending order.
6. Exporting Report
To export the list:
Export to Excel: This feature enables you to save the asset inventory list as an Excel spreadsheet. It’s like creating a table of all the assets that you can easily edit, analyze, or organize using spreadsheet software like Microsoft Excel. Simply click on the “Excel” button, and the system will create an Excel file containing the inventory data for you to download and use as needed.
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.
