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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
Line 1: Line 1:
====== 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|}} 
 + 
 +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 
 + 
 +  * Step 1: Choose the new year and the team code 
 + 
 +  * Step 2: Click on the Daily Schedule (shift) found in the list on the right 
 + 
 +  * Step 3: Click on the "Fill Mode" icon found at the bottom of the screen 
 + 
 +  * 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. ** 
 + 
 +  * Step 5: Save the change. If the save fails, it means that not all the cells have been filled for a specific payroll period 
 + 
 +**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

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