As with the Sales/Purchase Ledger, this release brings a new interface to the employee maintenance and payroll input procedures within Payroll.
The first change is to the menu options available – an ACTION button has been added which, when selected, lists the options available in more detail than can be shown on the individual buttons (you can select the action from here also). In addition a CLOSE button has been added, wherever you are in the option selecting this will abandon the current process and return you directly to the menu.
The third change gives you a utilities and enquiries panel on the right of the screen.
The Utilities panel allows you to see:
q Web – link to the employee’s website (if recorded against the account record).
q Mail – launches your email client pre-set with the employee email address (if recorded against the employee record). If more than one address recorded then a pop-up will allow pre-selection of the address to use.
q Word – show existing Microsoft Word documents created against this employee and allow amendment / print of these documents and the creation of new ones.
q Image – shows any image linked to the employee record
q Links – opens a ‘Windows Explorer’ folder for this employee. Within this folder you may have files such as excel spreadsheets, PDF files, etc. If right-click and choose NEW then various options will be available depending on the software installed on the pc.
q Map – links to a map website showing the location of the employee’s home based on the entered post code.
q Zoom – transfers to the ledger enquiry option for the payroll
q Memo – adds / updates the memo recorded against the employee
The Enquiries panel allows you to see:
q Docs – view saved payslips for the employee
q P11 – view the P11 history for the employee (Premier only)
q Trans – view the transaction history for the employee (Premier only)
q Calendar – view the calendar record for the employee
The payroll input options are amended in a similar manner – the enquiries and utility panel on the right to allow quick access to the options listed.
See the Installation Notes for the Sales Ledger Improvements above. Once enabled then the changes apply for the Sales Ledger, Purchase Ledger, Invoicer and Payroll automatically.
Article ID: 341
Created On: Wed, Jun 13, 2012 at 3:16 PM
Last Updated On: Fri, Jun 16, 2023 at 5:07 PM
Online URL: https://kb.datafile.co.uk/article/improvements-to-employee-maintenance-and-payroll-input-341.html