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Paypack Documentation
Overview
The Resignation Management Menu provides a comprehensive interface for handling employee resignations efficiently.
It includes features for adding new resignations, allowing users to input essential details such as employee information, resignation reasons, supporting documents, status, last working date, and additional remarks. Users can also update existing resignation records by selecting specific entries from the resignation list and modifying the necessary details. The menu offers detailed views of individual resignations, including options to view the employee’s full profile.
To streamline data management, users can apply filters based on employee, company, branch, and department, as well as use the search bar for quick access to specific resignations.
Additionally, the resignation list can be sorted by various columns like Employee ID, Name, Last Working Date, Reason, Branch, Department, Designation, and Status, facilitating organized data review.
The menu also includes an option to export the resignation list to an Excel file for offline analysis and record-keeping. Overall, this menu is designed to enhance the efficiency and effectiveness of HR departments in managing resignation-related tasks.
Adding a New Resignation
Step-by-Step Guide
Navigate to the Resignation Form:
- Go to the section where you can add a new resignation.
Fill Out the Form:
- Employee: Select the employee from the dropdown list.
- Resignation Reason: Choose the appropriate reason for resignation from the dropdown.
- Resignation Document: If available, upload the resignation document.
- Resignation Status: Select the current status of the resignation (e.g., Pending, Approved, Settlement, Rejected, Withdrawn).
- Last Working Date: Enter the employee’s last working date.
- Resignation Remark: Provide any additional remarks or details about the resignation.
Save or Clear:
- Save: Click the “Save” button to submit the resignation details.
- Clear: If you need to start over, click the “Clear” button.
Viewing Resignation Details
Step-by-Step Guide
Navigate to the Resignation List:
- Access the list where all resignations are displayed.
Select the Resignation:
- Find the resignation you wish to view.
- Click on “Details” from the dropdown menu under the “Action” column.
View Profile:
- You can also view the employee’s profile by selecting “View Profile” from the dropdown menu.
Filtering the Resignation List
Step-by-Step Guide
Access the Filter Options:
- Navigate to the resignation list and locate the filter section.
Apply Filters:
- Use the dropdown menus to filter by Employee, Company, Branch, and Department.
- Click the “Filter” button to apply the selected filters.
- Click the “Clear” button to reset the filters.
Searching the Resignation List
Step-by-Step Guide
Use the Search Bar:
- Locate the search bar above the resignation list.
Enter Search Terms:
- Type in the keywords or phrases you are looking for.
View Results:
- The list will update automatically to show the search results.
Sorting the Resignation List
Step-by-Step Guide
Navigate to the Resignation List:
- Access the list where all resignations are displayed.
Sort Columns:
- Click on the column headers to sort by Employee ID, Employee Name, Last Working Date, Resignation Reason, Branch, Department, Designation, and Status.
- The table will sort in ascending or descending order based on your selection.
Exporting the Resignation List
Step-by-Step Guide
Access the Export Button:
- Find the “Excel” button located above the resignation list.
Export the List:
- Click the “Excel” button to download the resignation list in Excel format.
Adding a New Resignation
Step-by-Step Guide
Navigate to the Resignation Form:
- Go to the section where you can add a new resignation click on “Create New Resignation” link on the top right heading.
Fill Out the Form:
- Employee: Select the employee from the dropdown list.
- Resignation Reason: Choose the appropriate reason for resignation from the dropdown.
- Resignation Document: If available, upload the resignation document.
- Resignation Status: Select the current status of the resignation (e.g., Pending, Approved, Settlement, Rejected, Withdrawn).
- Last Working Date: Enter the employee’s last working date.
- Resignation Remark: Provide any additional remarks or details about the resignation.
Save or Clear:
- Save: Click the “Save” button to submit the resignation details.
- Clear: If you need to start over, click the “Clear” button.
Viewing Resignation Details
Step-by-Step Guide
Navigate to the Resignation List:
- Access the list where all resignations are displayed.
Select the Resignation:
- Find the resignation you wish to view.
- Click on “Details” from the dropdown menu under the “Action” column.
Details:
- You can also view the employee’s profile by selecting “Details” from the dropdown menu.
Update the Form:
- Make the necessary changes to the fields: Company, Branch, Announcement Title, and Announcement.
Submit the Form:
- Click on the “Save” button to save your changes.
Next you will get the details page
Profile Viewing
Step-by-Step Guide
Navigate to the Resignation List:
- Access the list where all resignations are displayed.
Select the Resignation:
- Find the resignation you wish to view.
- Click on “Details” from the dropdown menu under the “Action” column.
View Profile:
- You can also view the employee’s profile by selecting “View Profile” from the dropdown menu.
Next you will get this page
Announcement List View
Features of the Announcement List View
Table Columns:
- Company
- Branch
- Announcement Title
- Created Date
- Status
- Action
Actions:
- View: View the details of an announcement.
- Edit: Edit the announcement.
Filtering Announcements
Steps to Filter Announcements
Access the Filter Form:
- Navigate to the “Announcement List” page.
- Use the filter form at the top of the page.
Select Filter Criteria:
- Company: Select a company from the dropdown list.
- Branch: Select a branch from the dropdown list.
- Announcement Date: Select a date from the date picker.
Apply the Filter:
- Click on the “Filter” button to apply the filters.
- To clear the filters, click on the “Clear” button.
Filtering the Resignation List
Step-by-Step Guide
Access the Filter Options:
- Navigate to the resignation list and locate the filter section.
Apply Filters:
- Use the dropdown menus to filter by Employee, Company, Branch, and Department.
- Click the “Filter” button to apply the selected filters.
- Click the “Clear” button to reset the filters.
Searching the Resignation List
Step-by-Step Guide
Use the Search Bar:
- Locate the search bar above the resignation list.
Enter Search Terms:
- Type in the keywords or phrases you are looking for.
View Results:
- The list will update automatically to show the search results.
Sorting the Resignation List
Step-by-Step Guide
Navigate to the Resignation List:
- Access the list where all resignations are displayed.
Sort Columns:
- Click on the column headers to sort by Employee ID, Employee Name, Last Working Date, Resignation Reason, Branch, Department, Designation, and Status.
- The table will sort in ascending or descending order based on your selection.
Exporting the Resignation List
Step-by-Step Guide
Access the Export Button:
- Find the “Excel” button located above the resignation list.
Export the List:
- Click the “Excel” button to download the resignation list in Excel format.
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.
