Contents
TRANSACTION FAQ
- How to apply for leave?
- Logon to the ESS Dashboard with the given credentials – Go to Transaction tab – Leave Application – Apply for leave.
- How to change the number of leave?
- Go to Transaction tab – Leave Application – delete already entered leave and reapply or change the leaves.
- How to delete leave?
- Go to Transaction tab – Leave Application – check the leave which has been applied, and select the leave and delete it.
- How to see leave details for a particular period (for example April 1 to April 30?
- Click the date given on the right-hand side of the screen, and then choose the dates currently needed and the leave details result will be displayed.
- How to apply LOP type of leave?
- In the same Leave application screen, after selecting the dates, click the “TYPE” drop-down and the list of leaves will be given, choose from the type and do the necessary activities.
- How to apply on-duty for a whole day and multiple days?
- In the Permission, Application tab Go To “TYPE” click on the On-Duty option and enter the Required dates and mention how many numbers of days need to be taken in the reason column and save the entered details.
- How to apply for permission?
- Go to – Permission Application – choose the Type as Permission and enter the Required date, and also choose the hours of permission required, (this permission hour is based on the duration already scheduled and sanctioned from the Organization end) and if needed enter the reason for permission.
- How to apply on-duty for certain hours in a day?
- Go to - Permission Application – choose the Type as "On-Duty" and select the time needed and the Duration will be automatic.
- How to apply for leave to your team members?
- Instead of mentioning your name, choose the employee whom we are applying for the leave. Then the leave which has to be sanctioned will be in the hands of the approver.
- How to apply for an advance?
- Go to – Advance Application – enter the expected date, the amount required, and mention the reason. Click on the Save button, the concerned request will be on the table of the authorized person.
- How to approve leave/permission?
- This process happens in the Workflow page - when you are the authorized person, you can approve for leave in the workflow page
- How to reject leave/permission?
- This process happens in the Workflow page - when you are the authorized person, you can reject for leave in the workflow page.
- How to apply for Travel/Advance request?
- Screen Under Construction
- How to make appraisal entry for your team members?
- Screen under Updation
- How to make an additional request for an advance?
- Screen under Updation
- How to make DR entry?
- Screen under Updation
- How to create IT declaration entry?
- Go to - Income Tax Declaration Screen - Choose the IT filings that you need to tax in the financial year - There is an option called Plan 1 for your easy convenience, either you can according to it or contact the admin for further declaration process.
- How to view projected calculated TDS?
- Go to - IT Declaration View screen and choose which employee the projection has to be viewed, The "VIEW" button will automatically directs to the IT Declaration screen, here we can see the projected calculated TDS.
- How to note down personal expenses?
- Screen under Construction
- How to view attendance roaster?
- Screen under construction
- How to view all permission details for a particular period (for example April 1 to April 30?
- Screen under construction
- How to approve a claim?
- Screen under construction
- What to do if a message comes as "You have no enough leave"
- PAID LEAVE - When the paid leaves are being exhausted, this message pop-ups. So either the employee can opt for Loss of pay,
- Comp-off - In case the comp-off is not enough to take leave, this message will be displayed.
Revisions
- April 16, 2020 @ 06:27:13 [Current Revision] by admin
- April 16, 2020 @ 06:27:13 by admin
- April 15, 2020 @ 11:16:00 by admin
- April 15, 2020 @ 11:14:12 by admin
- April 15, 2020 @ 06:54:13 by admin
- April 15, 2020 @ 06:53:33 by admin
- April 15, 2020 @ 06:52:58 by admin
- April 15, 2020 @ 06:25:49 by admin
- April 11, 2020 @ 05:46:43 by admin
- April 10, 2020 @ 15:22:46 by admin
Revision Differences
| April 15, 2020 @ 06:54:13 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Unchanged: <h1>TRANSACTION FAQ</h1> | Unchanged: <h1>TRANSACTION FAQ</h1> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>How to apply for leave? | Added: <li><strong>How to apply for leave?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Logon to the ESS Dashboard with the given credentials – Go to Transaction tab – Leave Application – Apply for leave.</li> | Unchanged: <li>Logon to the ESS Dashboard with the given credentials – Go to Transaction tab – Leave Application – Apply for leave.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to change the number of leave? | Added: <li><strong>How to change the number of leave?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to Transaction tab – Leave Application – delete already entered leave and reapply or change the leaves.</li> | Unchanged: <li>Go to Transaction tab – Leave Application – delete already entered leave and reapply or change the leaves.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to delete leave? | Added: <li><strong>How to delete leave?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to Transaction tab – Leave Application – check the leave which has been applied, and select the leave and delete it.</li> | Unchanged: <li>Go to Transaction tab – Leave Application – check the leave which has been applied, and select the leave and delete it.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to see leave details for a particular period (for example April 1 to April 30? | Added: <li><strong>How to see leave details for a particular period (for example April 1 to April 30?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Click the date given on the right-hand side of the screen, and then choose the dates currently needed and the leave details result will be displayed.</li> | Unchanged: <li>Click the date given on the right-hand side of the screen, and then choose the dates currently needed and the leave details result will be displayed.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply LOP type of leave? | Added: <li><strong>How to apply LOP type of leave?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>In the same Leave application screen, after selecting the dates, click the “TYPE” drop-down and the list of leaves will be given, choose from the type and do the necessary activities.</li> | Unchanged: <li>In the same Leave application screen, after selecting the dates, click the “TYPE” drop-down and the list of leaves will be given, choose from the type and do the necessary activities.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply on-duty for a whole day and multiple days? | Added: <li><strong>How to apply on-duty for a whole day and multiple days?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Deleted: <li>In the Permission, Application tab | Added: <li>In the Permission, Application tab Go To “TYPE” click on the On-Duty option and enter the Required dates and mention how many numbers of days need to be taken in the reason column and save the entered details.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply for permission? | Added: <li><strong>How to apply for permission?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to – Permission Application – choose the Type as Permission and enter the Required date, and also choose the hours of permission required, (this permission hour is based on the duration already scheduled and sanctioned from the Organization end) and if needed enter the reason for permission.</li> | Unchanged: <li>Go to – Permission Application – choose the Type as Permission and enter the Required date, and also choose the hours of permission required, (this permission hour is based on the duration already scheduled and sanctioned from the Organization end) and if needed enter the reason for permission.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply on-duty for certain hours in a day? | Added: <li><strong>How to apply on-duty for certain hours in a day?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to - Permission Application – choose the Type as "On-Duty" and select the time needed and the Duration will be automatic.</li> | Unchanged: <li>Go to - Permission Application – choose the Type as "On-Duty" and select the time needed and the Duration will be automatic.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply for leave to your team members? | Added: <li><strong>How to apply for leave to your team members?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Instead of mentioning your name, choose the employee whom we are applying for the leave. Then the leave which has to be sanctioned will be in the hands of the approver.</li> | Unchanged: <li>Instead of mentioning your name, choose the employee whom we are applying for the leave. Then the leave which has to be sanctioned will be in the hands of the approver.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to apply for an advance? | Added: <li><strong>How to apply for an advance?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to – Advance Application – enter the expected date, the amount required, and mention the reason. Click on the Save button, the concerned request will be on the table of the authorized person.</li> | Unchanged: <li>Go to – Advance Application – enter the expected date, the amount required, and mention the reason. Click on the Save button, the concerned request will be on the table of the authorized person.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to approve leave/permission?</ | Added: <li><strong>How to approve leave/permission?</strong> | ||
| Added: <ul> | |||
| Added: <li>This process happens in the Workflow page - when you are the authorized person, you can approve for leave in the workflow page</li> | |||
| Added: </ul> | |||
| Added: </li> | |||
| Deleted: <li>How to reject leave/permission?</ | Added: <li><strong>How to reject leave/permission?</strong> | ||
| Added: <ul> | |||
| Added: <li>This process happens in the Workflow page - when you are the authorized person, you can reject for leave in the workflow page.</li> | |||
| Added: </ul> | |||
| Added: </li> | |||
| Deleted: <li>How to apply for Travel/Advance request? | Added: <li><strong>How to apply for Travel/Advance request?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen Under Construction</li> | Unchanged: <li>Screen Under Construction</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to make appraisal entry for your team members? | Added: <li><strong>How to make appraisal entry for your team members?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under Updation</li> | Unchanged: <li>Screen under Updation</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to make an additional request for an advance? | Added: <li><strong>How to make an additional request for an advance?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under Updation</li> | Unchanged: <li>Screen under Updation</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to make DR entry? | Added: <li><strong>How to make DR entry?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under Updation</li> | Unchanged: <li>Screen under Updation</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to create IT declaration entry? | Added: <li><strong>How to create IT declaration entry?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to - Income Tax Declaration Screen - Choose the IT filings that you need to tax in the financial year - There is an option called Plan 1 for your easy convenience, either you can according to it or contact the admin for further declaration process.</li> | Unchanged: <li>Go to - Income Tax Declaration Screen - Choose the IT filings that you need to tax in the financial year - There is an option called Plan 1 for your easy convenience, either you can according to it or contact the admin for further declaration process.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to view projected calculated TDS? | Added: <li><strong>How to view projected calculated TDS?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Go to - IT Declaration View screen and choose which employee the projection has to be viewed, The "VIEW" button will automatically directs to the IT Declaration screen, here we can see the projected calculated TDS.</li> | Unchanged: <li>Go to - IT Declaration View screen and choose which employee the projection has to be viewed, The "VIEW" button will automatically directs to the IT Declaration screen, here we can see the projected calculated TDS.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to note down personal expenses? | Added: <li><strong>How to note down personal expenses?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under Construction</li> | Unchanged: <li>Screen under Construction</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to view attendance roaster? | Added: <li><strong>How to view attendance roaster?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under construction</li> | Unchanged: <li>Screen under construction</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to view all permission details for a particular period (for example April 1 to April 30? | Added: <li><strong>How to view all permission details for a particular period (for example April 1 to April 30?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under construction</li> | Unchanged: <li>Screen under construction</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>How to approve a claim? | Added: <li><strong>How to approve a claim?</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Unchanged: <li>Screen under construction</li> | Unchanged: <li>Screen under construction</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Deleted: <li>What to do if a message comes as "You have no enough leave" | Added: <li><strong>What to do if a message comes as "You have no enough leave"</strong> | ||
| Unchanged: <ul> | Unchanged: <ul> | ||
| Added: <li>PAID LEAVE - When the paid leaves are being exhausted, this message pop-ups. So either the employee can opt for Loss of pay,</li> | |||
| Deleted: <li>Contact Admin</li> | Added: <li>Comp-off - In case the comp-off is not enough to take leave, this message will be displayed.</li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Unchanged: </li> | Unchanged: </li> | ||
| Unchanged: </ul> | Unchanged: </ul> | ||
| Added: <a href="http:// help.goodbookserp.com/?p= 12074">Reports FAQ</a> | |||
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