Difference between revisions of "EMPLOYEE CREATION MANUAL"

Revision as of 15:01, 1 August 2016 (view source) Ojt2 (Talk | contribs) ← Older edit		Latest revision as of 10:02, 21 June 2017 (view source) Admin (Talk | contribs)
(125 intermediate revisions by 3 users not shown)
Line 1:		Line 1:
		+	[[Main_Page | Main Page]] > [[Application_Development_Team | Application Development Team]] > [[System_Manual | System Manual]] > [[SPGC_EPAYROLL | SPGC EPAYROLL]] >[[PERSONAL_MANAGEMENT_SYSTEM|PERSONAL MANAGEMENT SYSTEM]]
−	Clicking '''Employee''' menu will let the user view the transaction of an '''Employee'''.
−	[[File:1.jpg|600px|center]]	+	'''Navigating to Employee Master'''
−	To view the Employee list click the Employee menu then '''Employee Master List''' will display.	+	'''*''' In SPGC Home Page, Click '''Employee''' In the Navigation Bar.
		+
		+	[[File:Home.png|700px|center]]
		+
		+	'''*''' After clicking '''Employee''' a Sub - Menu will appear. It contains;
		+	Employee Master, Confirm Separated Employee, Separated Employee,
		+	Remote EE Creation Posting inq., TK Biometrics Attlogs.
		+
		+	[[File:Submenu.png|700px|center]]
		+
		+	'''*''' In the Sub - menu, click Employee Master.
−	[[File:Employee_list.jpg|600px|center]]	+	[[File:Empclick.png|700px|center]]
−	To select the page number of an employee list, click the '''Page''' combo box and select the page number.	+	'''*''' You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.
−	[[File:Page_number.jpg|600px|center]]	+	[[File:Empmaster.png|700px|center]]
−	[[File:3.jpg|600px|center]]	+
−	By '''Reseting''' the Employee name that you entered,Click the <code>'''Reset'''</code> button and it will go back to the first module which is Employee Master list.
−	[[File:Reset.jpg|center]]	+	'''Searching in Employee Master'''
−	To find a transaction of an Employee use the '''Search''' box to enter the Employee name and press Enter.After you have input the Employee name the data will display.	+	'''*''' To search an Employee, you may enter in the Search textbox their Employee No., First Name, Last Name, their Complete Name(Lastname/Firstname), or any Group of No. or Letters resembling their Employee No. or Name and then click the Search button.
		+
		+	[[File:Searchemp.png|700px|center]]
−	[[File:9.jpg|center|600px]]	+	'''*''' After clicking, Results will be displayed below, in the Employee Master List box.
−	[[File:Employee_info.jpg|center|600px]]	+
		+	[[File:Searchex.png|700px|center]]
−	'''* For Creation'''	+	'''*''' You may also arrange them according to their Emp no., Name, Emp. Status, Rec. Status, Date hired, Birth Date, SSS #., TIN#, HDMF, Philhealth, Pay Mode, Location, Daily Paid, Ind Contractor, they will be arranged in ascending and descending order.
−	To create a new Employee click <code>'''+'''</code> button followed by the <code>'''Reset'''</code> button.Then the '''Employee Creation Module''' will display.	+	[[File:Arrange.png|700px|center]]
−	[[File:15.jpg|center|600px]]	+	'''*''' You may also add additional information in the boxes above, to make the results more specific.
−	To fill-up the '''Employee Creation''' form.Click the textfield,type the '''Employee number''','''Last Name''','''First Name''','''Middle Name''','''Birthday''' and '''Birth Place''' by its own textfield.And for the '''Gender''' just click the combo box and select if it is male or female.	+	[[File:Addinfo.png|700px|center]]
−	To select the '''Citizenship''' simply click the combo box and select. After selecting the Citizenship,select also the '''Religion'''. Then select the '''Civil Status'''.	+	'''Editing Info. in Employee Master'''
−	For The address.Type the '''No.of Street'''.In what '''Town/District'''.Then in what '''Province'''.And also the '''City/Province'''.Her/His '''Telephone''' or '''Contact number'''.	+	'''*''' You can edit or update an Employee information by clicking the pencil logo on the farther left side.
		+
		+	[[File:Pencil.png|700px|center]]
−	For The '''SSS#''' and '''TIN#''' click by its own textbox and enter their number. Both SSS and TIN number has a unique code number.	+	'''*''' After clicking the Pencil logo, you will be redirected to Employee Update Page.
−	To select the '''TAX Status''',click the combo box and select in the five TAX Status code	+	[[File:Empupd.png|700px|center]]
		+
		+	'''*'''On this page you may edit the employee's complete information like; Emp. no., Last/First/Middle name, Gender, Address, Date Hired, Bank, Account no., ETC., Textbox that has a star symbol are fields that are required to be filled before you can save.
−	For the '''TAX Effectivity Date''' enter the date according to the date format required. If it is formatted with '''mm/dd/yyyy''', '''dd/mm/yyyy''', or '''yyyy/dd/mm''' . It is also called the cut -off period.	+	[[File:Star.png|700px|center]]
−	To enter the '''HDMF#''' or Pagibig  number of Employee, just click the HDMF textfield and type the number with four digit number by each line	+	'''*'''You can also see here the Employee Movement list by scrolling down a little bit.
−	For the '''PHIC#''' or PhilHealth number of an Employee enter it with four digit number by each line also .	+	[[File:Movement4.png|700px|center]]
−	On how the user enter the Date of when did the employee was hired and when did he/she oriented type it into the textfield according to the date formatted.	+	'''*'''You can add new Employee Movement by pressing Add Employee Movement button at the top of the "Employee Movement list"
−	To select the '''Record Status''', click the combo box and select if it is '''Active''' or '''Hold'''. It is '''Active''' when the Employee was still connected in the company , and '''Hold''' when it is  separated or already resigned.	+	[[File:Movement5.png|700px|center]]
−	Once you select the Status with Active, both '''Separation Date''' and '''Hold Period''' textbox will be disabled. Meaning you cannot input a date on that textbox. Otherwise if it is selected as '''Hold''' you can input a date.	+	'''*'''After pressing the button, An "Add Employee Movement form" will appear. You may now enter information about the Employee's Movement. Press the save button below, a message box will appear asking for confirmation, press yes if you want to continue.
		+
		+	[[File:Movement.png|700px|center]]
		+
		+	'''*'''After pressing yes, you will be directed to the Employee Master Update page, Scroll down a little bit, you will now see the Employee master list, there you will see the newly added Employee Movement.
		+
		+	[[File:Movement6.png|700px|center]]
		+
		+
		+
		+	'''*'''After Editing or Updating you may click Save Button at the bottom for the changes to be saved.
		+
		+	[[File:Saved.png|700px|center]]
		+
		+	'''The Display all Button'''
		+
		+	'''*''' In SPGC Home Page, Click '''Employee''' In the Navigation Bar.
		+
		+	[[File:Home.png|700px|center]]
		+
		+	'''*''' After clicking '''Employee''' a Sub - Menu will appear. It contains;
		+	Employee Master, Confirm Separated Employee, Separated Employee,
		+	Remote EE Creation Posting inq., TK Biometrics Attlogs.
		+
		+	[[File:Submenu.png|700px|center]]
		+
		+	'''*''' In the Sub - menu, click Employee Master.
		+	[[File:Empclick.png|700px|center]]
−	You can input the '''Separation Date''' and '''Hold Period''' of the Employee when the Employee was not yet connected or already separated to the company . This two textbox was abled . And it will be disabled if the Employee was Active or still connected to the Company.	+	'''*''' You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.
		+
		+	[[File:Empmaster.png|700px|center]]
−	Selecting '''Salary Payment Mode''' either '''ATM''', '''Cash and Paycard'''/ '''Cash Cash''' . '''ATM''' if the Employee have a ATM card , '''Cash''' if they don't have and usually in Meycauayan , Marilao and Service Crew used '''Cash Cash''' for their '''Salary Payment Mode'''.	+	'''*'''You will now be able to see the Display all Button.
		+
		+	[[File:Allbut.png|700px|center]]
−	To choose the '''Bank Code''' just click the combo box and select what bank code . Bank code number always start at number 0.	+	'''*'''By clicking the button, the Employee Master list box will appear with all the list of Employees and their information.
−	Selecting '''Bank Branch Code''' is just click also the combo box and select.	+	[[File:Masterlist.png|700px|center]]
−	To select if it is '''CBA Emp'''. or '''Daily Paid''' , Usually Union Members using CBA Emp. while the '''Daily Paid''' is when it is Monthly and Daily Paid .	+	'''*''' The whole list will only display 30 of all employee's, you can navigate the Employee Master list, by clicking the arrows below the list and you can refresh for updates of the Employee's by clicking the Refresh button on the bottom left side.
−	To Select the '''Company''' if where the Employee is, click the combo box and select in what company.	+	[[File:Arrow.png|700px|center]]
		+
		+
		+
		+	'''Adding Employee'''
		+
		+
		+	'''*''' In SPGC Home Page, Click '''Employee''' In the Navigation Bar.
		+
		+	[[File:Home.png|700px|center]]
		+
		+	'''*''' After clicking '''Employee''' a Sub - Menu will appear. It contains;
		+	Employee Master, Confirm Separated Employee, Separated Employee,
		+	Remote EE Creation Posting inq., TK Biometrics Attlogs.
		+
		+	[[File:Submenu.png|700px|center]]
		+
		+	'''*''' In the Sub - menu, click Employee Master.
		+
		+	[[File:Empclick.png|700px|center]]
		+
		+	'''*''' You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.
		+
		+	[[File:Empmaster.png|700px|center]]
		+
		+	'''*'''You can now see the Add Employee button. Now click the button.
		+
		+	[[File:Addbttn.png|700px|center]]
		+
		+	'''*'''After clicking you will now be redirected to Employee Creation page.
		+
		+	[[File:Empcreate.png|700px|center]]
		+
		+	'''*'''You may now fill out the required fields(Textboxes with star symbol).
		+
		+	[[File:Star.png|700px|center]]
		+
		+	'''*'''After Filling out the Required Fields, Click Save on the lower part.
		+
		+	[[File:Fill.png|700px|center]]
		+
		+	'''*'''After Clicking save, a message box will appear, asking for your confirmation.
		+
		+	[[File:Confirm.png|700px|center]]
		+
		+	'''*'''After clicking yes, An "Add Employee Movement Form" will appear. You must fill the required fields before continuing(ex. Pay Class, Action Taken, Dept, etc.) Action Taken will be defaulted as "Newly Hired" if you are adding a new employee.
		+
		+	[[File:Movement.png|700px|center]]
		+
		+	'''*'''When clicking the "Minimum Wage earner Checkbox" and adding info. to their W.O. Sector and W.O. Classification, the Allowance would be the same as the W.O. Classification, and the allowance would be disabled and cannot be edited.
		+
		+	[[File:Minimum.png|700px|center]]
		+
		+	'''*'''After completely filling out the required fields, press save at the bottom of the form. a Message box will appear containing confirmation if you want to continue press yes.
		+
		+	[[File:Movement1.png|700px|center]]
		+
		+
		+	[[File:Confirm.png|700px|center]]
		+
		+	'''*'''After pressing yes, you will now be redirected to the Employee master (update) page, and at the bottom of the page, you will see the Employee Movement list, you will see there the information you entered in the "Add Employee Movement form" before. You can also Edit or Delete an Employee Movement on the list by clicking the farther left side of the list. the "Pencil Logo" to Edit, and the "Delete logo" to delete.
		+
		+	[[File:Empupdate.png|700px|center]]
		+
		+	[[File:Movement3.png|700px|center]]
		+
		+
		+	'''*'''When pressing the "Pencil logo" on the Emp. Movement List an "Update Employee Movement form" will appear. You may now edit info. regarding that Movement. and click Save, if you want to save the new info. you have entered. There will be a Message box that will appear asking for confirmation, press yes to continue.
		+
		+	[[File:Updmovement.png|700px|center]]
		+
		+	'''*'''When pressing the "Delete logo" on the Emp. Movement List a Message box will appear, asking for confirmation of deletion. Press yes to continue.
		+
		+	[[File:Confdel.png|700px|center]]
		+
		+
		+
−	To input the '''End of Contract''' and '''Based Cut-off'''  which both for the contractual employees,simply click the textbox for the End -of-Contract and for the Based Cut-off click the combo box and select.
−	[[File:zz5.jpg|400px|center]]
−	Input the '''Unit Head''' and '''Unit''' if where the Employee was .
−	[[File:zz4.jpg|400px|center]]
−	'''MT/Other Allowance''' (Monthly rate) is what we called a '''Deminimis''' and '''Other Allowance''' (Daily rate) is a '''Non Taxable Allowance'''.
−	[[File:zz3.jpg|400px|center]]
−	After filling up all the information needed, to save the record click <code>'''Save'''</code> button. Then the Employee Form for a new employee will Save and display.
−	[[File:zz1.jpg|400px|center]]
−	[[File:zz2.jpg|400px|center]]
−	== '''Reference''' ==	+	[[Main_Page | Main Page]] > [[Application_Development_Team | Application Development Team]] > [[System_Manual | System Manual]] > [[SPGC_EPAYROLL | SPGC EPAYROLL]] >[[PERSONAL_MANAGEMENT_SYSTEM|PERSONAL MANAGEMENT SYSTEM]]
−	[[Media:Employee_2.pdf|EMPLOYEE CREATION MANUAL document]]	+

---

Latest revision as of 10:02, 21 June 2017

Main Page > Application Development Team > System Manual > SPGC EPAYROLL >PERSONAL MANAGEMENT SYSTEM

Navigating to Employee Master

  * In SPGC Home Page, Click Employee In the Navigation Bar.

  * After clicking Employee a Sub - Menu will appear. It contains;
  Employee Master, Confirm Separated Employee, Separated Employee, 
  Remote EE Creation Posting inq., TK Biometrics Attlogs.

  * In the Sub - menu, click Employee Master.  	

  * You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.

Searching in Employee Master

  * To search an Employee, you may enter in the Search textbox their Employee No., First Name, Last Name, their Complete Name(Lastname/Firstname), or any Group of No. or Letters resembling their Employee No. or Name and then click the Search button.
  

  * After clicking, Results will be displayed below, in the Employee Master List box.
 

  * You may also arrange them according to their Emp no., Name, Emp. Status, Rec. Status, Date hired, Birth Date, SSS #., TIN#, HDMF, Philhealth, Pay Mode, Location, Daily Paid, Ind Contractor, they will be arranged in ascending and descending order. 

 * You may also add additional information in the boxes above, to make the results more specific.

Editing Info. in Employee Master

 * You can edit or update an Employee information by clicking the pencil logo on the farther left side.
 

 * After clicking the Pencil logo, you will be redirected to Employee Update Page.

  *On this page you may edit the employee's complete information like; Emp. no., Last/First/Middle name, Gender, Address, Date Hired, Bank, Account no., ETC., Textbox that has a star symbol are fields that are required to be filled before you can save.

  *You can also see here the Employee Movement list by scrolling down a little bit.

  *You can add new Employee Movement by pressing Add Employee Movement button at the top of the "Employee Movement list"

  *After pressing the button, An "Add Employee Movement form" will appear. You may now enter information about the Employee's Movement. Press the save button below, a message box will appear asking for confirmation, press yes if you want to continue.

  *After pressing yes, you will be directed to the Employee Master Update page, Scroll down a little bit, you will now see the Employee master list, there you will see the newly added Employee Movement.

  *After Editing or Updating you may click Save Button at the bottom for the changes to be saved.

The Display all Button

 * In SPGC Home Page, Click Employee In the Navigation Bar.

  * After clicking Employee a Sub - Menu will appear. It contains;
  Employee Master, Confirm Separated Employee, Separated Employee, 
  Remote EE Creation Posting inq., TK Biometrics Attlogs.

  * In the Sub - menu, click Employee Master.  	

  * You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.
  

  *You will now be able to see the Display all Button. 
  

  *By clicking the button, the Employee Master list box will appear with all the list of Employees and their information.

 * The whole list will only display 30 of all employee's, you can navigate the Employee Master list, by clicking the arrows below the list and you can refresh for updates of the Employee's by clicking the Refresh button on the bottom left side.

Adding Employee

* In SPGC Home Page, Click Employee In the Navigation Bar.

  * After clicking Employee a Sub - Menu will appear. It contains;
  Employee Master, Confirm Separated Employee, Separated Employee, 
  Remote EE Creation Posting inq., TK Biometrics Attlogs.

  * In the Sub - menu, click Employee Master.  	

  * You will now be redirected to the Employee Master Page, Which contains a Search Textbox, a Search, Display All, and Add Employee button.
  

  *You can now see the Add Employee button. Now click the button.
  

  *After clicking you will now be redirected to Employee Creation page.
  

  *You may now fill out the required fields(Textboxes with star symbol).

  *After Filling out the Required Fields, Click Save on the lower part.

  *After Clicking save, a message box will appear, asking for your confirmation.

  *After clicking yes, An "Add Employee Movement Form" will appear. You must fill the required fields before continuing(ex. Pay Class, Action Taken, Dept, etc.) Action Taken will be defaulted as "Newly Hired" if you are adding a new employee.

  *When clicking the "Minimum Wage earner Checkbox" and adding info. to their W.O. Sector and W.O. Classification, the Allowance would be the same as the W.O. Classification, and the allowance would be disabled and cannot be edited.

  *After completely filling out the required fields, press save at the bottom of the form. a Message box will appear containing confirmation if you want to continue press yes.

  *After pressing yes, you will now be redirected to the Employee master (update) page, and at the bottom of the page, you will see the Employee Movement list, you will see there the information you entered in the "Add Employee Movement form" before. You can also Edit or Delete an Employee Movement on the list by clicking the farther left side of the list. the "Pencil Logo" to Edit, and the "Delete logo" to delete.

  *When pressing the "Pencil logo" on the Emp. Movement List an "Update Employee Movement form" will appear. You may now edit info. regarding that Movement. and click Save, if you want to save the new info. you have entered. There will be a Message box that will appear asking for confirmation, press yes to continue.

  *When pressing the "Delete logo" on the Emp. Movement List a Message box will appear, asking for confirmation of deletion. Press yes to continue.

Main Page > Application Development Team > System Manual > SPGC EPAYROLL >PERSONAL MANAGEMENT SYSTEM