Setup Employee

Setup Employee

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Setup Employees : In order to define the employee follow the under mentioned steps :-

1.

Click the Payroll option and select the Setup Employees from the list.

SetupEmployees_1

2.

Setup Employees form appears.This form enables the user maintain the details of the employee or new employee.

SetupEmployees

Basic Information

Enter the basic information related to the employee.

SetupEmployees_BasicInfo

Employee Code : Enter the employee code manually,It is an optional column can be left blank.

Employee Name : Enter the employee name manually,It is a mandatory column can't be left blank.Employee name must be unique.

Gender : Select the gender from the list.

Father / Husband Name : Enter the father / husband name manually,it is an optional column can be left blank.

Date Of Birth : Enter the date of birth in specified format,It is a mandatory column can be left blank.

Address : Enter the complete address of the employee.It is optional to enter the employee address.

City : Select the city from the list.

Phone No / Pin Code : Enter the pin code and phone no. manually. Both the columns are optional can be left blank.

Pin code consist of maximum five digits.

Correspondence Address

Correspondence Address : Enter the address manually,it is an optional column can be left blank.

Correspondence City : Select the city from the list.

Pin Code : Enter the Pin Code manually,It is an optional column can be left blank.

SetupEmployees_CorrAdd

Payroll Information

Date Of Joining : Enter the date of joining manually,it is a mandatory column can't be left blank.

Date Of Leaving : Enter the date of leaving manually,it is a mandatory column can't be left blank.

Basic Pay : Enter the basic pay manually.

Designation : Enter the designation of the employee manually.

Employee Type : Select the type of the employee from the list.

Department : Select the department of the employee from the list.

Grade : Select the grade of the employee from the list.

SetupEmployees_PayrollInfo

Allow / Ded As Per : Choose the Allowance / Deduction according to the list.If the Allowance Configuration is selected then set the configuration from Allowance Configuration list.

Account No : Enter the account no manually.

E.P.F.No : Enter the E.P.F.No manually.

Salary Account : Select the type of salary account from the list.

Advance Account : Select the advance account from the list.

Apply Leave Conditions As Per Grade : If the conditions are applicable then check the box.

Other Information

Remarks : Enter the remarks manually,these are optional can be left blank.

Branch : Select the branch from the list.

Pick Holidays Employee Wise : If the holidays are picked employee wise then check the box.

SetupEmployees_OtherInfo

Allowance / Deductions

Allowance / Deduction : Enter the allowance / deduction name manually,It must be unique.It is a mandatory column can't be left blank.

Value : Enter the value of the allowance or deduction.It is a mandatory column can't be left blank.

SetupEmployees_AllowDed

Buttons

Ok / Next : Used to save the current record and to move to the next record.

Previous : Used to move back to the record.If it is the first record then remains on the first record.

First : used to move to the first record.

Last : Used to move to the last record.

New Employee : Used to enter the new employee record.Click > a blank form appears > enter the details > click ok.

Goto : Used to move to specific location in the grid.Enter the a name and click Goto > the specified record is displayed in the basic information form.

SetupEmployees_Goto

Set Order : Used to set the order of employees according to user.The order is set in twos ways : User Define or Alphabetical order.

A) User Defined Order : Follow the steps to set the order :-

a)

Click The Set Order button or press Alt+R.

b)

Employees Order dialog box appears.

c)

Arrange the order according to the requirements.

d)

Click save button or press Alt+S.

SetupEmployees_SetOrder

B) Alphabetical Order : Follow the steps to set the order :-

a)

Click The Set Order button or press Alt+R.

b)

Employees Order dialog box appears.

c)

Click the Set in Alphabetical Order button or press Alt+A.

d)

Click save button or press Alt+S.

Modify : In order to modify the existing record follow the under mentioned steps : -

a)

To modify a record click modify.

b)

Employee Search dialog box appears.

c)

Select the record which you want to modify and click Ok..

d)

The record is displayed with its Basic Information make the necessary modifications.

e)

Click ok to save the changes.

Delete : In order to delete the existing record follow the under mentioned steps : -

a)

Click the button.

b)

Employee Search dialog box appears.

c)

Select the required employees and click Ok.

d)

Delete Confirmation dialog box appears.

e)

Click Yes to delete the selected employees.

SetupEmployees_Delete

Delete Confirmation Dialog Box

Hide : In order to hide employees from the grid follow the under mentioned steps : -

a)

Click the button.

b)

Employee Search dialog box appears.

c)

Select the required employees and click Ok.

d)

Un-Hide Employees dialog box appears, click Yes to hide the selected employees.

SetupEmployees_Hide

Un-Hide Employees Dialog Box

Un-Hide : In order to Un-Hide employees from the grid follow the under mentioned steps : -

a)

Click the button.

b)

Employee Search dialog box appears.

c)

Select the required employees and click Ok.

d)

Un-Hide Employees dialog box appears > click Yes to Un-Hide the selected employees.

SetupEmployees_UnHide

Un-Hide Employees Dialog Box

Set Allow / Ded for Multi Emp : In order to set the allowance / deduction for multiple employees follow the under mentioned steps : -

a)

Click the button.

b)

Set Allow /Ded For Multiple Employees form appears.

SetupEmployees_AllowDeduction

c)

To select the employees check the employee box.

d)

Employee Search dialog box appears.

e)

Select the required employees and click Ok.

f)

Enter the values for various allowances and deductions in the grid.

g)

Click save > Confirm dialog box > click Yes to save the data.

Column Locks : In order to lock the columns ( the columns are not shown in that particular form) follow the under mentioned steps :

a)

Click the button.

b)

Setup employees dialog box appears.

c)

Select the columns which you want to be locked > click save.

SetupEmployees_Locked

Setup Employees Dialog Box

Close : Click to exit.

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