Difference between revisions of "TRANSACTION ENTRY"

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   '''Salary Adjustment'''
+
   '''IV. TRANSACTION ENTRY'''
  
−
   '''Process Summary'''
+
   This tab contains all the transaction entry of the employees.
−
[[File:TRANSACTION_PROCESS.JPG|400px|center]]
+
It contains the ff.
−
• When you want to '''Add''' an SDSA entry, these are the things that you should know:
+
  
−
      o SALARY DEDUCTION AND SALARY ADJUSTMENT CODES 
+
  '''•Salary adjustment – Active -''' this module contains the salary adjustment entry of RNF employees.
−
                 
+
  '''•Salary adjustment – Separated -''' This module contains the salary adjustment record of past RNF employees.
−
          ''PRIORITY NO.''         ''CODE''               ''DESCRIPTION''                     '' TYPE''
+
  '''•Salary adjustment – VIP -'''this module contains the salary adjustment record of the VIP employees.
−
         
+
  '''•Salary adjustment – VIP Separated -''' This module contains the salary adjustment of the past VIP employees.
−
            1                001                  SALARY ADJ (TAXABLE)                A
+
−
            2                302                  UNION DUES/AGENCY FEE)              D
+
−
            3                006                  PATERNITY LEAVE (TAXABLE)          A
+
  
  
−
      Note:
+
  '''*''' SALARY ADJUSTMENT – Active '''
  
−
      ✓ All the SDSA which code starts w ith 100 and below are considered taxable except for 302.
+
[[File:t1.png|600px|center]]
 +
                                                            Figure 4.0
  
−
      ✓ While all the SDSA which code starts with 100 and above are considered non-taxable except for 302.
+
 
 +
  The user will be redirected to this page after clicking the Transaction Entry.
 +
This page contains some basic information about the employee.  
  
−
      o FIELDS:
+
  '''1.Search field –''' Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee.
 +
  '''2.Employee Number –''' Button that will show the SALARY ADJUSTMENT – Active page.
  
−
      ✓ '''Principal Amount''' is the total amount of SDSA. It will be divided based on the '''Total Installment''', that amount will be paid by the employee per cut-off.
+
[[File:t2.png|600px|center]]
 +
                                                            Figure 4.1
  
−
      ✓ '''Actual Loan Amount''' is the total amount of loan of an employee.
 
  
−
      ✓ '''Balance''' shows the total balance of SDSA per employee.
+
  '''3.Action –''' This module holds the modules namely as Add Record, Open, Paid and All.
  
−
      ✓ '''Unpaid''' shows the unpaid amount of an employee. This usually occurs when the salary of an employee is not enough to pay the SDSA payment per cut-off.
+
[[File:t3.png|600px|center]]
 +
                                                            Figure 4.2
  
−
• When you want to '''Edit''' an SDSA entry, the system will show a search box wherein you can search for the SDSA information of an employee. Just search for the last name of the employee followed by a slash ‘/’.
 
  
−
      Note: The user cannot edit information if the payroll was already computed. If an employee wants to pay his/her principal amount, the user can edit information using Payment Entry.
+
  '''4.Add Record - ''' Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.
 +
  When the fields are all filled up, the user must click the SAVE button to save the inputted data.
  
−
• When user clicks '''Open''', the system will show list of employees’ unpaid SDSA.
+
[[File:t4.png|600px|center]]
 +
                                                            Figure 4.3
  
−
• When user clicks '''All''', the system will show list of paid and unpaid SDSA of the employees.
 
  
−
<br>
+
   Clicking Open from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
−
   '''User's Manual'''
+
  
−
  '''*''' Under the '''Transaction Entry''' is the '''Salary Adjustment''' which Manages '''Salary Adjustments Transaction'''.
+
[[File:t5.png|600px|center]]
 +
                                                            Figure 4.4
  
−
[[File:Adj.png|400px|center]]
 
−
 
 
−
  '''*'''Depending on what kind of Employee you'll search for, whether the Employee is Active, Separated, VIP, VIP separated. Press '''Salary Adjustment'''  it will redirect you to the '''Employee Master Page'''. From there, the user can input the Emp. no./Name on the Textbox and by clicking the Search button, a list of Employees will appear on the list based on the info. entered in the text box.
 
  
−
[[File:Adj2.png|400px|center]]
+
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
  
−
  '''*'''The Reset button is also included, by clicking the button, it will reset the searches and erase the results on the Emp. Master list.
+
[[File:t6.png|600px|center]]
 +
                                                            Figure 4.5
  
−
  '''*'''The Page Combo Box can be clicked (highlighted w/ red box), it will help you navigate freely from multiple pages of Employee Master list.
 
  
−
[[File:Adj1.png|500px|center]]
+
  After clicking the '''Edit Record''', this sub page will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
  
−
   '''*''' When the user clicks on the '''Emp. No.''' at the left side, You will be redirected to '''Transaction Entry''' which indicates the Employees: Emp No., '''Class Type''', '''Payment Type''' and the '''Employment Status'''.
+
[[File:t7.png|600px|center]]
 +
                                                            Figure 4.6
 +
 
 +
 
 +
   After clicking the payment Entry, this sub page will appear. It contains some info about the SDSA Payment Entry. Click the Add button.  
 +
 
 +
[[File:t8.png|600px|center]]
 +
                                                            Figure 4.7
 +
 
 +
 
 +
  Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.  
 
   
 
   
−
[[File:adj3.png|500px|center]]
+
[[File:t9.png|600px|center]]
 +
                                                            Figure 4.8
  
  
−
[[File:adj4.png|400px|center]]
+
  Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
  
 +
[[File:t10.png|600px|center]]
 +
                                                            Figure 4.9
  
−
'''*''' Then when the user clicks on the '''arrow down''' on the Action, it will display the '''Open''', '''Paid''', '''All''' and the '''Add Record'''.
 
  
−
[[File:adj5.png|400px|center]]
+
  Clicking '''Paid''' from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
  
−
  '''*''' When the user clicks on the '''Add Record'''
+
[[File:t11.png|600px|center]]
  
−
[[File:adj6.png|400px|center]]
+
                                                            Figure 4.10
  
−
  '''*'''The '''SDSA Entry''' will display, then the user is required input data in all entry. In '''Adjustment Code''' the user must select from the choices in the combo box.
 
  
−
   '''*'''In '''Adjustment''' the user must select whether their choice is '''addition''' or '''deduction''', then click the '''Save Button''' to record.
+
   Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –'''This module enables the user to view the payment history.
  
−
[[File:6abc.jpg|400px|]][[File:7abc.jpg|400px|right]]
+
[[File:t12.png|600px|center]]
 +
                                                            Figure 4.11
  
  
 +
  After clicking the '''Edit Record''', this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry.
  
−
  '''Payroll Verification'''
+
[[File:t13.png|600px|center]]
 +
                                                            Figure 4.12
 +
                                                         
  
−
   '''*''' Under the '''Transaction Entry''' is the '''Payroll Verification''', then when the user clicks the button, it will display the '''Payroll Verification Entry'''
+
 
 +
   After clicking the '''Payment Entry''', this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
 +
 
 +
[[File:t14.png|600px|center]]
 +
                                                            Figure 4.13
 +
 
 +
 
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
 +
 
 +
[[File:t15.png|600px|center]]
 +
                                                            Figure 4.14
 +
 
 +
 
 +
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
 +
                                                          (Paid or Open).
 +
 
 +
[[File:t16.png|600px|center]]
 +
                                                            Figure 4.15
 +
 
 +
 
 +
  '''SALARY ADJUSTMENT SEPARATED'''
 +
 
 +
[[File:t17.png|600px|center]]
 +
                                                            Figure 4.16
 +
 
 +
 
 +
  This page contains some basic information about the employee.
 +
  '''1.Search field –''' Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee.
 +
  '''2.Employee Number –''' Button that will show the SALARY ADJUSTMENT – Separated page.
 +
 
 +
[[File:t18.png|600px|center]]
 +
                                                              Figure 4.17
 +
 
 +
  '''1.Action – This module holds the modules namely as Add Record, Open, Paid and All.
 +
  Click Action to view more module.
 +
 
 +
[[File:t19.png|600px|center]]
 +
                                                              Figure 4.18
 +
 
 +
 
 +
  '''2.Add Record -'''  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.
 +
When the fields are all filled up, the user must click the SAVE button to save the inputted data.
 +
 
 +
[[File:t20.png|600px|center]]
 +
                                                              Figure 4.19
 +
 
 +
 
 +
  Clicking '''Open''' from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
 +
 
 +
[[File:t21.png|600px|center]]
 +
                                                              Figure 4.20
 +
 
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record – This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry – This module enables the user to view the payment Entry.
 +
  '''3.Payment History – This module enables the user to view the payment history.
 +
 
 +
[[File:t22.png|600px|center]]
 +
                                                              Figure 4.21
 +
 
 +
 
 +
  After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
 +
 
 +
[[File:t23.png|600px|center]]
 +
                                                              Figure 4.22
 +
 
 +
 
 +
  After clicking the payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
 +
 
 +
[[File:t24.png|600px|center]]
 +
                                                              Figure 4.23
 +
 
 +
 
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
 +
 
 +
[[File:t25.png|600px|center]] 
 +
                                                              Figure 4.24
 +
 
 +
 
 +
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
 
 +
[[File:t26.png|600px|center]]
 +
                                                              Figure 4.25
 +
 
 +
 
 +
  Clicking '''Paid''' from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
 +
 
 +
[[File:t27.png|600px|center]]
 +
                                                              Figure 4.26
 +
 
 +
 
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
 +
 
 +
[[File:t28.png|600px|center]]
 +
                                                                Figure 4.27
 +
 
 +
 
 +
  After clicking the '''Edit Record''', this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry
 
   
 
   
−
[[File:Entry1.png|400px|center]]
+
[[File:t29.png|600px|center]]  
 +
                                                                Figure 4.28
 +
 
 +
 
 +
  After clicking the '''Payment Entry''', this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
 +
 
 +
[[File:t30.png|600px|center]]
 +
                                                                Figure 4.29
 +
 
 +
 
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button. 
 +
 
 +
[[File:t31.png|600px|center]]
 +
                                                                Figure 4.30
 +
 
 +
 
 +
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
 +
                                                              (Paid or Open).
 +
 
 +
[[File:t32.png|600px|center]]
 +
                                                                Figure 4.31
 +
 
 +
 
 +
 
 +
    '''SALARY ADJUSTMENT - VIP'''
 +
 
 +
[[File:t33.png|600px|center]]
 +
                                                                Figure 4.32
 +
 
 +
 
 +
 
 +
  This page contains some basic information about the employee.
 +
  '''1.Search field –''' Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee.
 +
  '''2.Employee Number –''' Button that will show the SALARY ADJUSTMENT – Active page.
 +
 
 +
[[File:t34.png|600px|center]]
 +
                                                                Figure 4.33
 +
 
 +
 
 +
  '''3.Action –''' This module holds the modules namely as '''Add Record''', '''Open''', '''Paid''' and '''All'''.
 +
 
 +
[[File:t35.png|600px|center]]
 +
                                                                Figure 4.34
 +
 
 +
 
 +
  '''4.Add Record -'''  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.
 +
When the fields are all filled up, the user must click the SAVE button to save the inputted data.
 +
 
 +
[[File:t36.png|600px|center]]
 +
                                                                Figure 4.35
 +
 
 +
 
 +
Clicking '''Open''' from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
 +
[[File:t37.png|600px|center]]
 +
                                                                Figure 4.36
 +
 
 +
 
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
 +
 
 +
[[File:t38.png|600px|center]]
 +
                                                                Figure 4.37
 +
 
 +
 
 +
  After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
 +
 
 +
[[File:t39.png|600px|center]]
 +
                                                                Figure 4.38
 +
 
 +
 
 +
  After clicking the '''Payment Entry''', this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
 +
 
 +
[[File:t40.png|600px|center]]
 +
                                                                Figure 4.39
 +
 
 +
 
 +
  Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button. 
 +
 
 +
[[File:t41.png|600px|center]]
 +
                                                                Figure 4.40
 +
 
 +
 
 +
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
 
 +
[[File:t42.png|600px|center]]
 +
                                                                Figure 4.41
 +
 
 +
 
 +
  Clicking '''Paid''' from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
 +
 
 +
[[File:t43.png|600px|center]]
 +
                                                                Figure 4.42
 +
 
 +
 
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
 +
 
 +
[[File:t44.png|600px|center]]
 +
                                                                Figure 4.43
 +
 
 +
  After clicking the '''Edit Record''', this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user ''cannot be able to edit the paid SDSA Entry''.
 +
 
 +
[[File:t45.png|600px|center]]
 +
                                                                Figure 4.44
 +
 
 +
 +
  After clicking the '''Payment Entry''', this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
 +
 
 +
[[File:t46.png|600px|center]]
 +
                                                                Figure 4.45
 +
 
 +
 
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
 +
 
 +
[[File:t47.png|600px|center]]
 +
                                                                Figure 4.46
 +
 
 +
 
 +
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
 +
                                                              (Paid or Open).
 +
 
 +
 
 +
[[File:t48.png|600px|center]]
 +
                                                                Figure 4.47
 +
 
 +
 
 +
 
 +
 
 +
  '''SALARY ADJUSTMENT VIP SEPARATED'''
  
 +
[[File:t49.png|600px|center]]
 +
                                                                Figure 4.48
  
−
   '''*''' When you click on the '''Payroll Verification''' it will display the Employee List which is the list of employee. The user can use the '''Page combo box''' which is the number of page for the list of employee. Then the user can also use the '''Search button''' to search employee name to easily found the employee. And the '''Reset button''' to go back to the main page of  '''Payroll Verification'''
+
   This page contains some basic information about the employee.  
 +
  '''1.Search field – Enter the employee name or employee number of the employee within the search field.Click the search button after  to continue the process. Click the employee number of the employee.  
 +
  '''2.Employee Number – Button that will show the SALARY ADJUSTMENT – Active page.
  
 +
[[File:t50.png|600px|center]]
 +
                                                                Figure 4.49
  
−
[[File:40abc.jpg|500px|center]]
 
  
 +
  After clicking the employee number, the user will be redirected to this page. This page contains the Employee Number of the employee, Employee Name, Company Name, Pay class, Payment Type, and Employment Status.
 +
  '''3.Action –''' This module holds the modules namely as Add Record, Open, Paid and All.
  
−
  '''*''' When the user clicks the '''EMP #''', The '''Payment Entry''' will display. The Employee Number that the user click will remain.
+
[[File:t51.png|600px|center]]
 +
                                                                Figure 4.50
  
−
[[File:41abc.jpg|600px|center]]
 
  
 +
  Upon clicking Add Record will enable the user to add a SDSA entry. It requires some fields that needs to be filled up.
 +
When the fields are all filled up, the user must click the SAVE button to save the inputted data.
 +
  '''4.Add Record -''''  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.
 +
When the fields are all filled up, the user must click the SAVE button to save the inputted data.
  
−
[[File:42abc.jpg|600px|center]]
+
[[File:t52.png|600px|center]]
 +
                                                                Figure 4.51
  
−
   '''*''' When the user clicks on the '''(+)''', the '''Payment Verification (Add)''' will appear. The user should input a data in each entry. Including the '''Pay Period, Effect. Date, the SDSA CODE''' which can be selected in the '''combo box'''. Then the '''Basic Rate, Allowance for Com., Number of Days, Number of Hours and Number of Minutes. Next the Restday Reg. Shift, Reg. Day Night ShiftRestday Night Shift, Reg. Day Overtime, Restday Overtime, Reg. Day Night Shift OT, Restday Day Night Shift OT and the Adjustment Amount.''' After input the data in each entry the user can now click the '''save button''' then the records will be saved.
+
   Clicking '''Open''' from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
  
−
[[File:43abc.jpg|400px|center]]
+
[[File:t53.png|600px|center]]
 +
                                                                Figure 4.52
  
  
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
  
−
  '''Fixed Pagibig Contribution'''
+
[[File:t54.png|600px|center]]
 +
                                                                Figure 4.53
  
−
  '''*''' Under the '''Transaction Entry''', It includes the '''Fixed Pagibig Contribution'''. When the user clicks this entry it will display the '''Fix Pagibig Computation'''. The user can search the ''Employee Number'' on the '''search box.'''
 
  
−
[[File:Entry2.png|300px|center]] [[File:22abc.jpg|300px|right]]
 
  
−
  '''*''' When the user clicks the '''(+)''' , it will display the '''Fix Pagibig Entry''', It includes the '''Employee No. Name''' and the '''amount'''.
+
After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
 +
[[Media:SDSA_USERS_MANUAL.pdf|Transaction document]]
  
−
[[File:23abc.jpg|300px|center]]
+
[[File:t55.png|600px|center]]
 +
                                                                Figure 4.54
  
−
  '''*''' The user should input data for '''Employee No'''. Then the Name will automatically be displayed and then the amount and the user can select whether '''Active''' or '''Inactive.'''
 
  
−
[[File:24abc.jpg|400px|center]]
+
After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.  
  
−
  '''*''' Then After the user input the data, the user now can click the '''save button''' then the records will display
+
[[File:t56.png|600px|center]]
 +
                                                                Figure 4.55
  
−
[[File:25abc.jpg|400px|center]]
 
  
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button. 
  
−
  '''Government Receipt'''
+
[[File:t57.png|600px|center]]
 +
                                                                Figure 4.56
  
−
  '''*''' In '''Transaction Entry''' it includes the '''Government Receipt'''. The Pages, which is the number of pages, the user can use the '''combo box'''. The user can also select a company in the '''combo box''' besides the pages.
 
  
−
[[File:Entry3.png|400px|center]][[File:28abc.jpg|450px|right]]
+
  Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
  
−
[[File:27abc.jpg|300px|center]]
+
[[File:t58.png|600px|center]]
 +
                                                                Figure 4.57
  
 +
  Clicking '''Paid''' from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
  
−
  '''*''' It's like in the '''SSS''' When the user click on the '''(+)''', The '''SSS Receipt Entry''' will display. The users are allowed to input data to all entry. It includes the '''Company''' which can be selected, The '''cut-off-date''', '''SBRNO''', '''Date Paid''' and the '''Amount'''. After you input data you can now click the '''save button''' then the record will saved
+
[[File:t59.png|600px|center]]
 +
                                                                Figure 4.58
  
−
[[File:36abc.jpg|500px|center]]
 
  
 +
  Kindly click the green square in the left side of the page to view more modules.
 +
  '''1.Edit Record –''' This module enables the user to edit the SDSA record.
 +
  '''2.Payment Entry –''' This module enables the user to view the payment Entry.
 +
  '''3.Payment History –''' This module enables the user to view the payment history.
  
−
[[File:29abc.jpg|400px|center]]
+
[[File:t60.png|600px|center]]
 +
                                                                Figure 4.59
  
−
  '''*''' It's like in the '''SSS''' When the user click on the '''(+)''', The
 
−
  '''HDMF Receipt Entry''' will display. The user are allow to input data to all entry. It includes the Company which can be selected, The '''cut-off-date, SBRNO, Date Paid and the Amount'''. After you input data you can now click the '''save button''' then the record will saved
 
  
−
[[File:37abc.jpg|500px|center]]
+
  After clicking the '''Edit Record''', this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry. 
  
−
[[File:32abc.jpg|400px|center]]
+
[[File:t61.png|600px|center]]
 +
                                                                Figure 4.60
  
−
  '''*''' It's like in the '''SSS''' When the user clicks on the '''(+)''', The '''SSS Receipt Entry''' will display. The user are allowed to input data to all entry. It includes the Company which can be '''selected''', The '''cut-off-date, SBRNO, Date Paid'''and the '''Amount'''. After you input data you can now click the '''save button''' then the record will saved
 
  
−
[[File:38abc.jpg|500px|center]]
+
  After clicking '''Payment Entry''', this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.  
  
 +
[[File:t62.png|600px|center]]
 +
                                                                Figure 4.61
  
−
[[File:34abc.jpg|400px|center]]
 
  
 +
  Clicking the '''Add''' button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button. 
  
−
  '''Quota Base Alpha List Tagging'''
+
[[File:t63.png|600px|center]]
 +
                                                                Figure 4.62
  
−
'''*''' Under the '''Transaction Entry''' is the '''Quota Base Alpha List Tagging'''. The user can use the '''combo box''' for Page which the number of pages, for the ease navigation of the user through pages. Then the user can also use the '''search box''' to search the employee. And the '''reset button''' to go back to main page of Quota Base.
 
  
−
[[File:Entry4.png|400px|center]]
+
  Upon clicking '''Payment History''' module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
 +
                                      Selecting ALL from the ACTION pane will display all the SDSA Entry
 +
                                                              (Paid or Open).  
  
−
[[File:45abc.jpg|400px|center]]
+
[[File:t64.png|600px|center]]
 +
                                                                Figure 4.63
  
−
  '''*''' This button is for '''Quota Base Alphalist Tagging Report''', It will display the '''information''' of the employee you selected.
 
  
−
[[File:49abc.jpg|400px|center]]
 
  
−
  '''*''' This button allows the user to '''download a file''' in the '''Quota Base Alphalist Tagging Report'''. Besides it is the '''print''', for printing the file.
 
  
−
[[File:46abc.jpg|400px|center]]
 
  
−
  '''*''' When the user clicks this button, the '''Alpha List Tagging''' will display. Which includes the '''Employee Number''' of the '''employee selected''', Then the '''Name of the employee''' and '''question Included in the Alpahalist''' answerable with '''Yes''' or '''No'''. After that the user now can click on '''save button''' then the records will be save.
 
  
−
[[File:48abc.jpg|400px|center]]
 
  
−
[[File:47abc.jpg|400px|center]]
 
  
  
−
== '''Reference''' ==
 
−
[[Media:Transaction.doc|Transaction document]]
 
  
  
 
[[Main_Page | Main Page]] > [[Application_Development_Team | Application Development Team]] > [[System_Manual | System Manual]] > [[SPGC_EPAYROLL | SPGC EPAYROLL]]
 
[[Main_Page | Main Page]] > [[Application_Development_Team | Application Development Team]] > [[System_Manual | System Manual]] > [[SPGC_EPAYROLL | SPGC EPAYROLL]]

Latest revision as of 10:33, 12 February 2019

Main Page > Application Development Team > System Manual > SPGC EPAYROLL 


 IV. TRANSACTION ENTRY

 This tab contains all the transaction entry of the employees.

It contains the ff. 

  •Salary adjustment – Active - this module contains the salary adjustment entry of RNF employees.
  •Salary adjustment – Separated - This module contains the salary adjustment record of past RNF employees.
  •Salary adjustment – VIP -this module contains the salary adjustment record of the VIP employees.
  •Salary adjustment – VIP Separated - This module contains the salary adjustment of the past VIP employees.



 * SALARY ADJUSTMENT – Active
T1.png
                                                            Figure 4.0



 The user will be redirected to this page after clicking the Transaction Entry.

This page contains some basic information about the employee. 

  1.Search field – Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee. 
  2.Employee Number – Button that will show the SALARY ADJUSTMENT – Active page.
T2.png
                                                            Figure 4.1 



  3.Action – This module holds the modules namely as Add Record, Open, Paid and All.
T3.png
                                                            Figure 4.2



  4.Add Record -  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.
 When the fields are all filled up, the user must click the SAVE button to save the inputted data.
T4.png
                                                            Figure 4.3



 Clicking Open from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
T5.png
                                                            Figure 4.4



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T6.png
                                                            Figure 4.5



 After clicking the Edit Record, this sub page will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
T7.png
                                                            Figure 4.6



 After clicking the payment Entry, this sub page will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T8.png
                                                            Figure 4.7



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T9.png
                                                            Figure 4.8



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
T10.png
                                                            Figure 4.9



 Clicking Paid from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
T11.png
                                                            Figure 4.10



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History –This module enables the user to view the payment history.
T12.png
                                                            Figure 4.11



 After clicking the Edit Record, this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry.
T13.png
                                                            Figure 4.12
                                                          



 After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T14.png
                                                            Figure 4.13



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T15.png
                                                            Figure 4.14



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
                                                          (Paid or Open).
T16.png
                                                            Figure 4.15



  SALARY ADJUSTMENT SEPARATED
T17.png
                                                            Figure 4.16



 This page contains some basic information about the employee. 
  1.Search field – Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee. 
  2.Employee Number – Button that will show the SALARY ADJUSTMENT – Separated page.
T18.png
                                                             Figure 4.17

  1.Action – This module holds the modules namely as Add Record, Open, Paid and All.
 Click Action to view more module.
T19.png
                                                             Figure 4.18



  2.Add Record -  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.

When the fields are all filled up, the user must click the SAVE button to save the inputted data.

T20.png
                                                             Figure 4.19



 Clicking Open from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
T21.png
                                                              Figure 4.20

 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T22.png
                                                              Figure 4.21



 After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
T23.png
                                                              Figure 4.22



 After clicking the payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T24.png
                                                              Figure 4.23



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T25.png
                                                              Figure 4.24



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
T26.png
                                                              Figure 4.25 



 Clicking Paid from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
T27.png
                                                              Figure 4.26



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T28.png
                                                               Figure 4.27



 After clicking the Edit Record, this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry
T29.png
                                                               Figure 4.28



 After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T30.png
                                                               Figure 4.29



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T31.png
                                                               Figure 4.30



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
                                                              (Paid or Open).
T32.png
                                                                Figure 4.31



    SALARY ADJUSTMENT - VIP
T33.png
                                                                Figure 4.32



 This page contains some basic information about the employee. 
  1.Search field – Enter the employee name or employee number of the employee within the search field.Click the search button after to continue the process. Click the employee number of the employee. 
  2.Employee Number – Button that will show the SALARY ADJUSTMENT – Active page.
T34.png
                                                                Figure 4.33



  3.Action – This module holds the modules namely as Add Record, Open, Paid and All.
T35.png
                                                                Figure 4.34



  4.Add Record -  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.

When the fields are all filled up, the user must click the SAVE button to save the inputted data.

T36.png
                                                                Figure 4.35


Clicking Open from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.

T37.png
                                                                Figure 4.36



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T38.png
                                                                Figure 4.37



 After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes.
T39.png
                                                                Figure 4.38



 After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T40.png
                                                                Figure 4.39



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T41.png
                                                                Figure 4.40



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
T42.png
                                                                Figure 4.41



 Clicking Paid from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
T43.png
                                                                Figure 4.42



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T44.png
                                                                Figure 4.43

 After clicking the Edit Record, this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry.
T45.png
                                                                Figure 4.44



 After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T46.png
                                                                Figure 4.45



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T47.png
                                                                Figure 4.46



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
                                    Selecting ALL from the ACTION pane will display all the SDSA Entry
                                                             (Paid or Open).


T48.png
                                                                Figure 4.47




  SALARY ADJUSTMENT VIP SEPARATED
T49.png
                                                                Figure 4.48

 This page contains some basic information about the employee. 
  1.Search field – Enter the employee name or employee number of the employee within the search field.Click the search button after   to continue the process. Click the employee number of the employee. 
  2.Employee Number – Button that will show the SALARY ADJUSTMENT – Active page.
T50.png
                                                                Figure 4.49



 After clicking the employee number, the user will be redirected to this page. This page contains the Employee Number of the employee, Employee Name, Company Name, Pay class, Payment Type, and Employment Status.
  3.Action – This module holds the modules namely as Add Record, Open, Paid and All.
T51.png
                                                                Figure 4.50



 Upon clicking Add Record will enable the user to add a SDSA entry. It requires some fields that needs to be filled up.

When the fields are all filled up, the user must click the SAVE button to save the inputted data. 

  4.Add Record -'  Enables the user to add an SDSA entry. It requires some fields that needs to be filled up.

When the fields are all filled up, the user must click the SAVE button to save the inputted data.

T52.png
                                                                Figure 4.51

 Clicking Open from the action module will redirect the user to this page. It contains the current SDSA transactions of the employee.
T53.png
                                                                Figure 4.52



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T54.png
                                                                Figure 4.53


After clicking the Edit Record, this subpage will appear. It contains the detailed SDSA Entry transaction. To save the changes that made, just kindly click the save button and close button of you wish to cancel the changes. Transaction document

T55.png
                                                                Figure 4.54


After clicking the Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.

T56.png
                                                                Figure 4.55



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T57.png
                                                                Figure 4.56



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
T58.png
                                                                Figure 4.57

 Clicking Paid from the action module will redirect the user to this page. It contains the past SDSA transactions of the employee that has been paid off.
T59.png
                                                                Figure 4.58



 Kindly click the green square in the left side of the page to view more modules.
  1.Edit Record – This module enables the user to edit the SDSA record.
  2.Payment Entry – This module enables the user to view the payment Entry.
  3.Payment History – This module enables the user to view the payment history.
T60.png
                                                                Figure 4.59



 After clicking the Edit Record, this subpage will appear. As you can see, there is a message displayed in the top right corner of the subpage. It says, “Records cannot be edit” So the user cannot be able to edit the paid SDSA Entry.
T61.png
                                                                Figure 4.60



 After clicking Payment Entry, this subpage will appear. It contains some info about the SDSA Payment Entry. Click the Add button.
T62.png
                                                                Figure 4.61



 Clicking the Add button will help the user to add another payment. To complete the process, the user must fill all the fields. And then, click the save button.
T63.png
                                                                Figure 4.62



 Upon clicking Payment History module, a subpage with a payment history of SDSA Entry will appear. It contains the SDSA code, Pay Period, Transaction Date and Amount. Indicate a year in the search field and click the search button. The result of the history will be shown below the subpage.
                                      Selecting ALL from the ACTION pane will display all the SDSA Entry
                                                             (Paid or Open).
T64.png
                                                                Figure 4.63






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