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Differences
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spay:procguide:annualproc_planning [2010/12/17 14:02] aozeer |
spay:procguide:annualproc_planning [2019/11/11 00:29] (current) mclement |
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====== Planning ====== | ====== Planning ====== | ||
- | **//<fc #ff0000>NB: SKIP THIS SECTION IF LEAVES AND ATTENDANCE ARE NOT PROCESSED IN SICORAX PAYROLL</fc>//** | + | ** Step 1: ** |
{{:spay:procguide:planning.jpg|}} | {{:spay:procguide:planning.jpg|}} | ||
- | {{:spay:procguide:teamcode.jpg|}}{{:spay:procguide:teamcode.jpg|}} | + | ** Step 2: ** Choose the new year |
- | Below are the steps to create new Team Plannings for the year: | + | {{:spay:procguide:teamcode.jpg|}} |
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+ | To help you fill up the grid for a team planning, follow the steps as listed below: | ||
{{:spay:procguide:teamplanningsteps.jpg|}} | {{:spay:procguide:teamplanningsteps.jpg|}} | ||
- | * Step 1: Choose the required Team Code | + | ** Step 3: ** Choose the new year |
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+ | * Step 1: Choose the new year and the team code | ||
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+ | * Step 2: Click on the Daily Schedule (shift) found in the list on the right | ||
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+ | * Step 3: Click on the "Fill Mode" icon found at the bottom of the screen | ||
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+ | * Step 4: Click inside each cell - This will apply the Daily Schedule (Shift) code in the cell. If you need to apply another Daily Schedule code for Saturdays/Sundays/Public Holidays, perform steps 2 to 4 again. A shortcut exists to help in filling multiple cells at a time. Hold down SHIFT on your keyboard and move your cursor across the cells. | ||
+ | **NB: Make sure that all the cells are filled for at least the current period. ** | ||
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+ | * Step 5: Save the change. If the save fails, it means that not all the cells have been filled for a specific payroll period | ||
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+ | **To create a new team planning applicable as from the new year, follow the steps found below:** | ||
- | * Step 2: Click on the Daily Schedule for this Team Planning | + | * Step 6: Choose the year |
- | * Step 3: Click on the "Fill Mode" icon | + | * Step 7: Insert a new team code and the team name |
- | * Step 4: Click inside each cell - This will fill the chosen Daily Schedule. If you need to apply another Daily Schedule for Saturdays/Sundays, perform steps 2 to 4 again. A shortcut exists to help in filling multiple cells at a time. Hold down SHIFT on your keyboard and move your cursor across the cells. | + | * Step 8: Fill up and save the grid as per steps 2 to 5 |