Training Manual for Payroll Master Data

14
TRAINING MANUAL FOR PAYROLL MASTER DATA MASTER DATA MAIN MENU CONSIST OF FIVE SUBMENUES 1. FILE MENU 2. FORMS MENU 3. REPORTS MENU 4. TOOLS MENU 5. NAVIGATION MENU A. FILE MENU CONSIST OF TWO BUTTONS a. EXIT b. SAVE EXIT BUTTON is used to Exit or close the application or form.

description

Training Manual

Transcript of Training Manual for Payroll Master Data

Page 1: Training Manual for Payroll Master Data

TRAINING MANUAL FOR PAYROLL MASTER DATA

MASTER DATA MAIN MENU CONSIST OF FIVE SUBMENUES

1. FILE MENU2. FORMS MENU3. REPORTS MENU4. TOOLS MENU5. NAVIGATION MENU

A. FILE MENU CONSIST OF TWO BUTTONS

a. EXIT

b. SAVE

EXIT BUTTON is used to Exit or close the application or form.

SAVE BUTTON is used to save any editing, deletion in the form or any insertion in new

Records.

Page 2: Training Manual for Payroll Master Data

B. FORMS MENU CONSIST OF EIGHT BUTTONS

a. EMPLOYEE FORM

b. REGION FORM

c. LOCATIONS FORM

d. DEPARTMENTS FORM

e. JOBS FORM

f. DEGREE FORM

g. SALARY PROFILE FORM

h. INCREAMENTS FORM

Page 3: Training Manual for Payroll Master Data

i. Employee form Button is used to call Employees Main form in which user can view, edit, delete and insert new records.

NOTE:

Active field in the above screen indicates the current status of the employees if its value “Y” it means that this employee is currently working and if its value is “N” its means that this employee has left the job.

Page 4: Training Manual for Payroll Master Data

ii. Region Form Button is used to call Region form in which user can view, edit, delete and insert new records.

iii. Location Form Button is used to call Location form in which user can View, edit, delete and insert new records.

iv. Department Form Button is used to call Department form in which user can View, edit, delete and insert new records.

Page 5: Training Manual for Payroll Master Data

v. Jobs Form Button is used to call Jobs form in which user can View, edit, delete and insert new records.

Page 6: Training Manual for Payroll Master Data

vi. Degree Form Button is used to call Degree form in which user can View, edit, delete and insert new records.

Page 7: Training Manual for Payroll Master Data
Page 8: Training Manual for Payroll Master Data

vii. Salary Profile Form Button is used to call Salary Breakage form in which user can View, edit, delete and insert new records.

viii. Increments Form Button is used to call Increments form in which user can View, edit, delete and insert new records.

Note:LOAD EMPLOYEES BUTTON on annual increment form is used to insert all employees id, name, designation, department, location, hire date and current salary into annual increment form from employees profile where active status=’Y’ and any existing data in the increment form will automatically be removed with prompt of an alert if you press yes then it will erase the existing data and if you press cancel button it will take no action.

POST INCREAMENT BUTTON on annual increment form is used to close the yearly increments and after pressing this button you will be prompt by an alert four times to think about your current action if you press Yes each time it will update increment history table and automatically change the current salary of employees profile table in the employees profile form with new salary including current increament of increment

Page 9: Training Manual for Payroll Master Data

form and after this closing no data available for view, delete or edit. Now you can see the increments only through reports.

C. REPORT MENU INITIALY CONSIST OF FOUR REPORTS

a. EMPLOYEE PROFILE

b. EMPLOYEES SALARY BREAKAGE

c. CURRENT_YEAR_INCREAMENT

d. PREVIOUS YEAR INCREAMENT

1. Employee Profile report consist of all employee regarding information.

2. Employees Salary Breakage indicates employees Basic Salary, Allowances, deductions.

3. Current_Year_increament report indicates all employee current year increments’.

4. Previous Year Increament report indicates all employees last year’s Increments.

NOTE: More reports can be added or remove from this menu and this menu may be

varying in future with edition or deletion of reports.

Page 10: Training Manual for Payroll Master Data

D. TOOLS MENU CONSIST OF FIVE BUTTONS

a. ENTER QUERY

b. EXECUTE QUERY

c. INSERT RECORD

d. DELETE RECORD

e. CLEAR FORM

1. ENTER QUERY BUTTON or F7 is used to search any data from database tables e.g. if you want to search any employee record then click on enter query button and enter the employee No into employee_id column “150 “or enter the employee name into employee Name column with %age as “AMIR%” and click on execute query button or press F8 it will show you the complete records of all employees with Name AMIR and you use employee code it will show you just your required employee. Payroll application recommends that you user numeric data instead of character data for fast and better performance.

NOTE: F7 and F8 are the shortcut keys for enter query and execute query buttons accordingly.

Always use upper case or caps on with character data search criteria.

2. EXECUTE QUERY BUTTON or F8 is used to query or retrieve data from the database. It can be used with enter query or separately. If you want to search any specific data then click on enter query button or press F7 and enter criteria and click on execute query button or press F8. If you want to view all the data in the current form then just click on Execute Query or Press F8 it will show you the whole data from the database tables.

Page 11: Training Manual for Payroll Master Data

3. INSERT RECORD BUTTON is used to enter new record when you click on this button it will clear any data into the form and prepare you for new records entry.

4. DELEET RECORD BUTTON is used to delete any record when you click on this button it will prompt you that you “Are you sure you are going to delete a record” if you press Yes then it will remove the record permanently from the database and if you press No it will take no action and you continue your work without any loss.

5. CLEAR BLOCK BUTTON is used to clear the block if you are scrolling any form or there are some records visible in the form and you want these records should not be showed or you want to clear any form existing data then click on clear block button. It clears all data in the form and there is no damage of data with this button it is only to hide your visible data for current session.

E. NAVIGATION MENU CONSISTS OF FOUR BUTTONS.

a. FIRST RECORD

b. NEXT RECORD

c. PREVIOUS RECORD

d. LAST RECORD

1. First Record Button is used to go on first record while scrolling or query data.

2. Next Record Button is used to go on Next record from one record to next record.

3. Previous Record Button is used to go on previous record from one record to previous.

4. Last Record Button is used to go on Last record while you are on any record.

NOTE:

SOME BUTTONS IN THE FORMS AND REPORTS MENU ARE ONLY VISIBLE FOR THE RELATED USER AND NO OTHER USER CAN VIEW OR EDIT DATA OF OTHER USER

Page 12: Training Manual for Payroll Master Data

(Documentation Created by Abdul Ghaffar)