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spay:procguide:annualproc_planning [2010/12/20 13:31] dbeeharry |
spay:procguide:annualproc_planning [2019/11/11 00:29] (current) mclement |
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====== Planning ====== | ====== Planning ====== | ||
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- | **//<fc #ff0000>NB: SKIP THIS SECTION IF LEAVES AND ATTENDANCE ARE NOT PROCESSED IN SICORAX PAYROLL</fc>//** | ||
** Step 1: ** | ** Step 1: ** | ||
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** Step 2: ** Choose the new year | ** Step 2: ** Choose the new year | ||
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- | ** Step 3: ** | ||
{{:spay:procguide:teamcode.jpg|}} | {{:spay:procguide:teamcode.jpg|}} | ||
- | If there are new team plannings applicable for the new year, follow the steps as listed below: | + | 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 3a: Choose the new year and insert the new team code | + | ** Step 3: ** Choose the new year |
- | * Step 3b: Click on the Daily Schedule (shift) found in the list on the right | + | * Step 1: Choose the new year and the team code |
- | * Step 3c: Click on the "Fill Mode" icon found at the bottom of the screen | + | * Step 2: Click on the Daily Schedule (shift) found in the list on the right |
- | * Step 3d: Click inside each cell - This will fill the chosen Daily Schedule. If you need to apply another Daily Schedule for Saturdays/Sundays, perform steps 3b to 3d 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 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. ** | **NB: Make sure that all the cells are filled for at least the current period. ** | ||
- | * Step 3d: Save the change. If the save fails, it means that not all the cells have been filled for a specific payroll 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 |
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+ | **To create a new team planning applicable as from the new year, follow the steps found below:** | ||
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+ | * Step 6: Choose the year | ||
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+ | * Step 7: Insert a new team code and the team name | ||
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+ | * Step 8: Fill up and save the grid as per steps 2 to 5 |