Overview

The “Off Day” menu is a vital component of the PayPack HRM software, designed to efficiently manage and track company holidays, weekends, and special off days across various branches.

This guide provides detailed instructions on how to navigate and use the “Off Day” menu effectively, ensuring accurate scheduling and workforce management.

Adding a New Off Day

To add a new off day, follow these steps:

1. Navigate to the Off Day Form:

   • Access the form where you can input the details of the new off day.

2. Fill Out the Form:

   • Company: Select the company from the dropdown menu. For example, “PayPack”.
   • Branch: Select the branch where the off day applies (e.g., New York Branch, Ohio Branch).
   • Year: Choose the year for which the off day is being added (e.g., 2024, 2025).
   • Holiday Date: Use the date picker to select the specific date of the holiday.
   • Holiday Remark: Enter any remarks or notes regarding the holiday.
   • Select Weekends: Choose the weekends by selecting multiple days from the dropdown menu (e.g., Saturday, Sunday).
   • Weekend Remark: Enter any remarks or notes regarding the weekends.

3. Submit the Form:

   • Click the “Save” button to submit the form and save the new off day.
   • Use the “Clear” button to reset the form if needed.

Updating Off Day Details

To update the details of an existing off day:

1. Access the Off Day List:

   • Navigate to the list view where all the off days are displayed.

2. Edit an Off Day:

   • Locate the off day you want to edit.
   • Click on the three dots under the “Action” column and select “Edit”.
   • Update the necessary details in the form that appears.
   • Submit the form to save the changes.

Viewing Off Day Details

To view the details of an off day:

1. Navigate to the Off Day List:

   • Access the list view of all the off days.

2. View Details:

   • Click on the company name (e.g., PayPack) in the list to view detailed information about the off day.
   • The details include the company, branch, year, date, day, weekend status, and holiday status.

Off Day List View

The list view provides an overview of all the off days. It includes the following columns:

• Company: The name of the company.
• Branch: The branch of the company.
• Year: The year of the off day.
• Date: The specific date of the off day.
• Day: The day of the week.
• Weekend: Indicates if the day is a weekend.
• Holiday: Indicates if the day is a holiday.
• Action: Options to edit the off day.

Filtering Off Days

To filter the off days based on specific criteria:

1. Access the Filter Form:

   • Navigate to the filter form at the top of the list view.

2. Apply Filters:

   • Company: Select the company to filter by.
   • Branch: Choose the branch to narrow down the results.
   • Year: Select the year to filter the off days.
   • Month: Choose the month to further narrow down the results.

3. Submit the Filter:

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

Searching Off Days

To search for specific off days:

1. Use the Search Bar:

   • Locate the search bar above the list view.

2. Enter Search Terms:

   • Type in the keywords related to the off day you are looking for (e.g., company name, branch).

3. View Results:

   • The list view will dynamically update to display the off days that match your search criteria.

Sorting Off Days

To sort the off days:

1. Access the List View:

   • Navigate to the list view where all the off days are displayed.

2. Sort Columns:

   • Click on the column headers (e.g., Company, Branch, Year, Date, Day) to sort the list in ascending or descending order based on the selected column.