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Paypack Documentation
Overview
The Salary Period List feature in PayPack HRM software simplifies managing payroll periods for your company. Here’s how to effectively use it:
Adding a New Salary Period
Access the Form:
- Navigate to the Salary Period List menu and click on “Add New.”
Fill in the Details:
- Company Name: Select the company name from the dropdown menu.
- Salary Period Name: Enter a name for the salary period, e.g., “May-2024.”
- Start Date: Choose the start date of the salary period.
- End Date: Choose the end date of the salary period.
Save or Clear:
- Click “Save” to add the new salary period.
- If you need to start over, click “Clear.”
Updating an Existing Salary Period
Locate the Period:
- Find the salary period you want to update in the list view.
Edit the Period:
- Click “Edit” in the action menu of the corresponding period.
- Modify the details as needed.
- Save the changes.
Viewing the Salary Period List
List Overview:
- The list displays all salary periods with columns for Company Name, Period Name, Start Date, End Date, Status, and Action.
Status Indication:
- Active periods are marked with a green dot.
Searching for a Salary Period
- Use the Search Bar:
- Enter keywords in the search bar to find specific salary periods quickly.
Sorting the Salary Periods
- Sort Columns:
- Click on the column headers (Company Name, Period Name, Start Date, End Date) to sort the list in ascending or descending order.
Exporting the Salary Period List
- Export to Excel:
- Click the “Excel” button to export the salary period list to an Excel file for offline use or further analysis.
Adding a New Salary Period
Access the Form:
- Navigate to the Salary Period List menu and click on “Add New Salary Period“
Fill in the Details:
- Company Name: Select the company name from the dropdown menu.
- Salary Period Name: Enter a name for the salary period, e.g., “May-2024.”
- Start Date: Choose the start date of the salary period.
- End Date: Choose the end date of the salary period.
Save or Clear:
- Click “Save” to add the new salary period.
- If you need to start over, click “Clear.”
Updating an Existing Salary Period
Locate the Period:
- Find the salary period you want to update in the list view.
Edit the Period:
- Click “Edit” in the action menu of the corresponding period.
Modify the details as needed.
Update the changes
Viewing the Salary Period List
List Overview:
- The list displays all salary periods with columns for Company Name, Period Name, Start Date, End Date, Status, and Action.
Searching for a Salary Period
- Use the Search Bar:
- Enter keywords in the search bar to find specific salary periods quickly.
Sorting the Salary Periods
- Sort Columns:
- Click on the column headers (Company Name, Period Name, Start Date, End Date) to sort the list in ascending or descending order.
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.
Paypack Documentation
Overview
The Salary Period List feature in PayPack HRM software simplifies managing payroll periods for your company. Here’s how to effectively use it:
Adding a New Salary Period
Access the Form:
- Navigate to the Salary Period List menu and click on “Add New.”
Fill in the Details:
- Company Name: Select the company name from the dropdown menu.
- Salary Period Name: Enter a name for the salary period, e.g., “May-2024.”
- Start Date: Choose the start date of the salary period.
- End Date: Choose the end date of the salary period.
Save or Clear:
- Click “Save” to add the new salary period.
- If you need to start over, click “Clear.”
Updating an Existing Salary Period
Locate the Period:
- Find the salary period you want to update in the list view.
Edit the Period:
- Click “Edit” in the action menu of the corresponding period.
- Modify the details as needed.
- Save the changes.
Viewing the Salary Period List
List Overview:
- The list displays all salary periods with columns for Company Name, Period Name, Start Date, End Date, Status, and Action.
Status Indication:
- Active periods are marked with a green dot.
Searching for a Salary Period
- Use the Search Bar:
- Enter keywords in the search bar to find specific salary periods quickly.
Sorting the Salary Periods
- Sort Columns:
- Click on the column headers (Company Name, Period Name, Start Date, End Date) to sort the list in ascending or descending order.
Exporting the Salary Period List
- Export to Excel:
- Click the “Excel” button to export the salary period list to an Excel file for offline use or further analysis.
Adding a New Salary Period
Access the Form:
- Navigate to the Salary Period List menu and click on “Add New Salary Period“
Fill in the Details:
- Company Name: Select the company name from the dropdown menu.
- Salary Period Name: Enter a name for the salary period, e.g., “May-2024.”
- Start Date: Choose the start date of the salary period.
- End Date: Choose the end date of the salary period.
Save or Clear:
- Click “Save” to add the new salary period.
- If you need to start over, click “Clear.”
Updating an Existing Salary Period
Locate the Period:
- Find the salary period you want to update in the list view.
Edit the Period:
- Click “Edit” in the action menu of the corresponding period.
Modify the details as needed.
Update the changes
Viewing the Salary Period List
List Overview:
- The list displays all salary periods with columns for Company Name, Period Name, Start Date, End Date, Status, and Action.
Searching for a Salary Period
- Use the Search Bar:
- Enter keywords in the search bar to find specific salary periods quickly.
Sorting the Salary Periods
- Sort Columns:
- Click on the column headers (Company Name, Period Name, Start Date, End Date) to sort the list in ascending or descending order.
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.
