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Paypack Documentation
Settings > Leave Type List
Overview
The Leave Type section outlines different categories of leave available to employees within a company, detailing their specific characteristics and allowances. Each leave type, such as Annual Leave, Casual Leave, Compensatory Leave, Leave Without Pay, Maternity Leave, Paternity Leave, and Sick Leave, is listed with a short name, total leave days available, whether holidays are included, and its current status (e.g., Active). This structured information aids in the effective management of employee leave, ensuring clarity and compliance with company policies.
Additionally, there are options to edit each leave type, providing flexibility in managing leave parameters.
Adding a New Leave Type
Go to Add New Leave Type Page
- Click here to access the form.
Fill Out the Form
- Leave Type: Enter the name of the leave type (e.g., Annual Leave). This is required.
- Short Name: Provide a short name for the leave type (e.g., AL). This is required.
- Total Leave: Enter the total number of days for this leave type (e.g., 15). This is required.
- Include Holidays: Check this box if holidays are included in this leave type.
Clear or Save
- 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.
Updating a Leave Type
Step-by-Step Instructions
Go to the Leave Type List Page
- Click here to see all leave types.
Select the Leave Type to Edit
- Find the leave type you want to update. Click the three dots under “Action” and select “Edit.”
Update the Form
- Make the necessary changes to the form fields: Leave Type, Short Name, Total Leave, Include Holidays.
Save Changes
- Click the “Save” button to update the leave type.
Viewing Leave Type Details
Step-by-Step Instructions
Go to the Leave Type List Page
- Click here to see all leave types.
View Details
- For each leave type, you can see the following details:
- Leave Type: The name of the leave type.
- Short Name: The abbreviated name.
- Total Leave: The total number of days allowed.
- Include Holidays: Whether holidays are included.
- Status: Shows if the leave type is active.
- For each leave type, you can see the following details:
Using the List View
Step-by-Step Instructions
Access the Leave Type List
- Go to the Leave Type List page here.
Browse the List
- See all the leave types in a table format with columns for Leave Type, Short Name, Total Leave, Include Holidays, Status, and Action.
Filtering Leave Types
Step-by-Step Instructions
Go to the Leave Type List Page
- Click here.
Use the Search Bar
- Enter keywords in the search bar at the top to filter the list by Leave Type or Short Name.
Sorting Leave Types
Step-by-Step Instructions
Access the Leave Type List Page
- Go to here.
Sort the List
- Click on the column headers (Leave Type, Short Name, Total Leave, Include Holidays, Status) to sort the list alphabetically or numerically.
Adding a New Leave Type
Go to Add New Leave Type Page
- Click “Add New Leave Type” to access the form.
Fill Out the Form
- Leave Type: Enter the name of the leave type (e.g., Annual Leave). This is required.
- Short Name: Provide a short name for the leave type (e.g., AL). This is required.
- Total Leave: Enter the total number of days for this leave type (e.g., 15). This is required.
- Include Holidays: Check this box if holidays are included in this leave type.
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.
Updating a Leave Type
Step-by-Step Instructions
- Select the Leave Type to Edit
- Find the leave type you want to update. Click the three dots under “Action” and select “Edit.”
Next you will get this page:
- Update the Form
- Make the necessary changes to the form fields: Leave Type, Short Name, Total Leave, Include Holidays.
Update Changes
- Click the “Update” button to update the leave type.
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 PDF: This feature allows you to save the asset inventory list as a PDF file. It’s like making a digital copy of the list that you can open and view using PDF reader software. This is useful for sharing the inventory with others or keeping a record for future reference. Just click on the “PDF” button, and the system will generate the PDF file for you to download and save on your device.
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
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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
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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.
