Manage services and amounts |
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Manage services and amounts |
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Manage services and amounts |
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Manage services and amounts |
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In the Monthly calendar, on the Detail tab, you need to select services from a selection list.
Example: working days, paid public holidays, holidays, sickness, etc.
With services you can
You can add a new service to the existing selection list of services in the monthly calendar.
1.Go to Settings and click on Manage services and amounts.
2.Select the tab Services.
3.Click on +New service.
4.Enter a Description, an Abbreviation and any extra information.
This information will be processed by your payroll officer.
5.Click on Send.
6.You'll get a message that your request has been sent. Click on Close.
The new service is immediately visible in the list on the screen Manage services and amounts with a provisional wage code of three long positions.
The description of the new service is also visible in the selection list of the Monthly calendar and can be used immediately.
You can only use shortcuts after the payroll officer has allocated the definitive pay code.
In the Monthly calendar (via Employees), on the Detail tab, you need to select services from a selection list.
Example: working days, paid public holidays, holidays, sickness, etc.
You can change the description, code, abbreviation or shortcuts of a service.
You can also decide whether you want to show the service or the amount in the selection list.
The description or code of a service or an amount can only be changed on the Manage services and amounts screen.
Request a new service. Add sufficient extra information so that your payroll officer can take the necessary action to change the description or the code.
1.Go to Settings.
2.Click on Manage services and amounts.
3.Select the tab Services.
4.Modify, delete or add an Abbreviation to the service.
You can only change, delete or add an abbreviation if the service is shown in the list (Show in list is checked).
If the service contains a shortcut, the abbreviation may not be deleted.
5.Click Save.
Shortcuts can be used from the tab Employee - Monthly calendar or in the group planning under Planning calendars.
A maximum of 12 shortcut buttons are available for services, both for the monthly calendar and the group planning.
In the case of a new service, shortcuts can only be used if the payroll officer as allocated a definitive pay code.
1.Go to Settings.
2.Click on Manage services and amounts.
3.Select the tab Services.
4.Delete, modify or add a shortcut in Shortcut to monthly calendar and/or Shortcut for group planning.
5.Click Save.
You will get an error message if you add the same shortcut more than once.
If no abbreviation is allocated to a shortcut, that shortcut button will be given the letter A as an abbreviation.
You can delete an amount or a service from the existing selection list of services in the monthly calendar.
1.Go to Settings.
2.Click on Manage services and amounts.
3.Select the Services tab or the Amounts tab.
4.In Show in list, uncheck the service or amount that you no longer wish to display in the selection list in the monthly calendar.
5.Click Save.
Consult your payroll officer if you want to delete a service or amount from the list.