Register Massive Periodic Fixed Transactions by Employees

Register Massive Periodic Fixed Transactions by Employees

This application is used to massively register the Periodic Fixed Transactions and their variations of managers and/or employees, by capturing, modifying and searching for Periodic Fixed Transactions.
Go to:  Human Resources → Catalog of Managers and Employees → Register Massive Periodic Fixed Transactions by Employees
The initial screen shows the following sections:
Register Massive Periodic Fixed Transactions by Employee: You enter the Periodic Fixed Transactions of the employees.
Search Periodic Fixed Transactions by Employee: Allows you to search for the Periodic Fixed Transactions of the managers and/or employees already registered.
Periodic Fixed Transactions by Employee: Displays the Periodic Fixed Transactions and their variations of the managers and/or employees already registered; also, the result of the searches performed.

Although the concept of Salary is a Periodic Fixed Transaction, it is automatically generated by taking the last salary assigned. It must be registered through the Register Massive Salaries and Variation option or in the Catalog of Managers and Employees

Search Employee Periodic Fixed Transactions of Managers and Employees


To search for Fixed Periodic Transactions of Managers and/or Employees perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Register Massive Periodic Fixed Transactions by Employees
In the section Search Periodic Fixed Transactions by Employee enter the information corresponding to the managers and employees you are looking for, in the following fields:

Field
Description
Employee Name
Legally registered names of managers and employees.
Concept
Select the fixed transaction you are looking for.
Department
Indicate the department in which the managers and/or employees works.
Amount
Enter the amount of the fixed transaction.

Click on the Search button.
 The Periodic Fixed Transactions by Employee section will show the result of the search.
You can choose one or several filters; depending on the filters used will be the specificity of the search.

Register Periodic Fixed Transactions of Managers and/or Employees


To enter the new Periodic Fixed Transactions information for Managers and/or Employees, follow these steps:
Enter in: Human Resources → Catalog of Managers and Employees → Register Massive Periodic Fixed Transactions by Employees
Enter the new salary of the managers and/or employees in the section Register Massive Periodic Fixed Transactions by Employees in the fields:

Field
Description
Employee's Name*
Select the manager and/or employee to whom the new fixed transaction is to be entered.
Concept*
Choose the fixed transaction that is assigned to the managers and/or employees.
Remuneration Start Date*
Enter the effective date of the fixed transaction dd/mm/yyyy.
Enable
Press the check box to indicate that it is active. By removing this option, the fixed transactions of the officer and employee will not be considered for payroll calculations.
Payment Period*
Select the remuneration payment period.
In case of payment in more than one period add one transaction for each period.
Period No. *
Indicate the number of the corresponding Week or Fortnight. Enter 1 for Monthly.
Quantity*
Fixed transaction number.
Amount*
Fixed transaction amount.
Remuneration*
Choose the frequency of remuneration.
Description
Comments regarding the assignment of the fixed transaction.
*Mandatory Fields
Click on the Add button.

Modification of Periodic Fixed Transactions of Managers and/or Employees


To make modifications to already registered Periodic Fixed Transactions of Managers and/or Employees, in the section Periodic Fixed Transactions by Employees perform the following steps:
Enter in: Human Resources → Catalog of Managers and Employees → Register Massive Periodic Fixed Transactions by Employees
Click on the Edit icon in the Periodic Fixed Transactions by Employee section of the managers and/or employees whose salary is to be modified.
Enter the information corresponding to the managers and/or employees in the section Register Massive Periodic Fixed Transactions by Employees in the corresponding fields.
Click on the Save button.


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