General | General Navigation
Overview
In this article accessing and navigating between companies, frequencies and employees from the Landing Page, are explored.
Edition
This feature is available on all PaySpace editions.
The Company Search Screen
Once logged onto the system, you will be presented with the Company Search screen.
The Company Search Screen
Tip
If only one company is registered on the payroll, you will be directed to the Landing Page without having to search for a company name.
The Landing Page
The Landing Page displays once you have accessed a company.
The Landing Page
Welcome Tour
When you login onto the system for the first time, a Welcome Tour will guide you through the navigation principals.
The Employee Search Screen
Once you have accessed the relevant company, you can proceed to navigate to an employee’s record.
To access an employees record access the employee and Menu search bar, you can either click on the employee Icon or type the employee name or employee number in the search bar.
The Employee and Menu Search bar.
To Access the Employee Search Bar select the employee Icon.
After selecting the employee search you will be presented with the Employee Search Screen. The employee can be searched by name, surname or employee code. Alternatively, you may select the applicable employee from the list of employees that appear.
Employee Search Screen Fields
Once you have selected an employee’s record, you will be directed to the employee’s Public Profile. The Public Profile displays general information regarding the employee, for example contact details, position, organisational unit, peers and manager, to name a few.
The Employee's Public Profile
Tip
Alternatively, an employee’s record can also be accessed via the Employee Directory.
The Location Menu
The Landing Page: Location Menu
The below icon can be used to move between companies and frequencies:
An extract of the Left Menu when the indicator to change companies is selected:
An extract of the Left Menu when the indicator to change frequencies is selected:
The Location Menu: Employee Top Menu Selected
Note! The arrows can be used to move between employees in the company.
Important Information
Summary of Employee Details
You can click on the employee’s name to view a summary reference of the employee’s details.
Tips
- You are unable to move between frequencies from the Location Menu when the Employee Top Menu option has been selected.
- While busy with payroll processing activities, you have the option to select a frequency and/or consolidate frequencies e.g. printing reports, posting bulk entries for employees.
- When searching for an employee, the system will search across all frequencies e.g. you do not need to change to the weekly frequency before searching for a weekly employee. The weekly frequency will automatically be selected when selecting a weekly employee.
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