Employee Master
In this page, user can view the list of employee records and can also be edited / altered at employee level or in a bulk. Also a new employee can be created.
In Paybooks 2.0: Go to Employees menu >> in Master tab
In Paybooks 1.0: Go to Employee menu >> click on Employee Master
Ø By default system will display all active employees list, user shall select the appropriate filters and click on List to view defined filters employees records
Ø One employee details can be fetched by entering employee code/name in search field.
Ø To edit single employee details click on view/edit icon.
Ø To add new employee details click on Add Employee button and fill the relevant details, refer Create Employee for more info.
To alter employee details in Bulk:
This feature allows users to export master details of all employee records and to make alterations in the employee records.
In Paybooks 2.0: Go to Employees menu >> in Master tab >> in Add Employee button expand dropdown list >> and click on Bulk Edit Employee Master
In Paybooks 1.0: Go to Employees menu >> Employee Master
In Employee Master Export page;
Ø Select the Criteria to filter the employees on given categories.
Ø Click on button Export, to export/download the employee master details
Ø Enter the new values or change existing data in the downloaded excel sheet.
Ø Save the file in local system / hard drive.
Ø Click on browse, Select the saved file from local hard drive and click on Load to upload in to Paybooks.