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Paypack Documentation

Overview

Welcome to the Overtime Eligible List Documentation! This guide will walk you through the entire process of managing the Overtime Eligible List, from adding and updating entries to viewing details, filtering, searching, and sorting. Whether you’re a new user or need a refresher, this documentation will help you navigate the system smoothly.

1. Adding/Updating Overtime Eligible

Adding a New Entry

To add a new entry to the Overtime Eligible List:

  1. Navigate to the Add/Update Overtime Eligible Page:

    • Locate and click the “Add/Update Overtime Eligible” button. This can typically be found in the main navigation menu or dashboard.
  2. Fill Out the Form:

    • Employee ID: Enter the unique ID of the employee.
    • Name: Enter the full name of the employee.
    • Department: Select the department from the dropdown list.
    • Overtime Eligible: Choose “Yes” or “No” to indicate if the employee is eligible for overtime.
    • Effective Date: Select the date when the overtime eligibility starts.
    • Comments: (Optional) Add any relevant comments about the entry.
  3. Submit the Form:

    • After filling out all necessary fields, click the “Submit” button to save the entry. You will receive a confirmation message indicating the entry has been successfully added.

Updating an Existing Entry

To update an existing entry:

  1. Locate the Entry:

    • Use the search or filter options on the list view to find the entry you want to update.
  2. Edit the Entry:

    • Click the “Edit” button next to the entry. This will take you to the same form used for adding a new entry, but with the current details pre-filled.

2. Viewing Details

To view the details of an entry:

  1. Locate the Entry:

    • Use the search or filter options on the list view to find the entry you want to view.
  2. View Details:

    • Click the “View Details” button next to the entry. This will open a detailed view displaying all the information about the employee’s overtime eligibility.

3. List View

The list view displays all entries in the Overtime Eligible List.

  • Columns Displayed:

    • Employee ID
    • Name
    • Department
    • Overtime Eligible
    • Effective Date
    • Comments
  • Actions Available:

    • Edit: Modify an existing entry.
    • View Details: View detailed information about an entry.

4. Filtering

To filter the entries in the list view:

  1. Access Filters:

    • Look for the filter options above the list view. Common filters include Department, Overtime Eligible status, and Effective Date.
  2. Apply Filters:

    • Select the desired filter criteria and click “Apply Filters”. The list will update to show only entries that match your criteria.
  3. Clear Filters:

    • To remove filters and view all entries, click “Clear Filters”.

5. Searching

To search for a specific entry:

  1. Use the Search Bar:

    • Enter keywords related to the entry you’re looking for in the search bar (e.g., Employee ID, Name).
  2. View Results:

    • The list will update to show entries that match your search criteria. If no matches are found, an appropriate message will be displayed.

6. Sorting

To sort the entries in the list view:

  1. Select a Column:

    • Click on the column header you want to sort by (e.g., Employee ID, Name, Department).
  2. Toggle Sort Order:

    • Clicking the column header will toggle the sort order between ascending and descending.
  3. View Sorted List:

    • The list will update to reflect the chosen sort order, making it easier to find and manage entries.

1. Adding/Updating Overtime Eligible

Adding a New Entry

To add a new entry to the Overtime Eligible List:

  1. Navigate to the Add/Update Overtime Eligible Page:

    • Locate and click the “Add/Update Overtime Eligible” button. This can typically be found in the main navigation menu or dashboard.

Fill Out the Form:

  • Employee Name: Select Employee from the dropdown
  • Overtime Eligible: Choose “Yes” or “No” to indicate if the employee is eligible for overtime.

Submit the Form:

  • After filling out all necessary fields, click the “Update” button to save the entry. You will receive a confirmation message indicating the entry has been successfully added.

2. Viewing Details

To view the details of an entry:

  1. Locate the Entry:

    • Use the search or filter options on the list view to find the entry you want to view.
  2. View Details:

    • Click the “View Info” button next to the entry. This will open a detailed view displaying all the information about the employee’s overtime eligibility.

Next you will get this page

List View

The list view displays all entries in the Overtime Eligible List.

    • Columns Displayed:

      • Employee ID
      • Name
      • Department
      • Overtime Eligible
      • Effective Date
    • Actions Available:

      • View info: View detailed information about an entry.

Filtering

To filter the entries in the list view:

  1. Access Filters:

    • Look for the filter options above the list view. Common filters include Department, Overtime Eligible status, and Effective Date.
  2. Apply Filters:

    • Select the desired filter criteria and click “Apply Filters”. The list will update to show only entries that match your criteria.
  3. Clear Filters:

    • To remove filters and view all entries, click “Clear Filters”.

5. Searching

To search for a specific entry:

  1. Use the Search Bar:

    • Enter keywords related to the entry you’re looking for in the search bar (e.g., Employee ID, Name).
  2. View Results:

    • The list will update to show entries that match your search criteria. If no matches are found, an appropriate message will be displayed.

6. Sorting

To sort the entries in the list view:

  1. Select a Column:

    • Click on the column header you want to sort by (e.g., Employee ID, Name, Department).
  2. Toggle Sort Order:

    • Clicking the column header will toggle the sort order between ascending and descending.
  3. View Sorted List:

    • The list will update to reflect the chosen sort order, making it easier to find and manage entries.

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.

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