Embedded Files
e-Personnel (HR)
e-Personnel (HR)
e-Personnel (HR)
Contains three sections - Emergency Contacts, Comments and Document Management (Files).
Emergency Contacts
Emergency Contacts
Name: allows you to enter the Name of the Emergency Contact for this Payee.
Relationship: allows you to select the Emergency Contacts Relationship with the Payee.
Phone: allows you to enter the Phone Number for the Emergency Contact.
Selecting the Plus (Add) button, adds the Emergency Contact to the Table.
Selecting the Minus (Delete) button removes the Emergency Contact from the Table.
If the Emergency Contact has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Emergency Contact will not be deleted until Save is selected.
Comments
Comments
Date & Time: allows you to select or enter the date and time relevant to the comment.
Reminder: allows you to select if you want this Comment displayed in Reminders on the Dashboard.
Selecting the Plus (Add) button adds the Comment to the Table.
Selecting the Pencil (Edit) button displays the Edit a Payee Comment Alert (Modal), allowing you to change the Date & Time, Reminder Status, and Comment Text.
Selecting the Trash Can (Delete) button removes the Comment from the Table.
If Delete was selected and this record has been previously saved, selecting Undo will not remove the record when Save is selected.
Showing X to X of X entries. Show X entries allow you to select how many Comments you would like displayed per page.
Pagination Controls allows you to navigate between the pages of Comments.
Document Management (Files)
Document Management (Files)
Choose File allows you to select the file or document you want to upload. Upload lets you add the file or document to the Payee Master File.
Selecting the Download button downloads the document to your PC or device.
Selecting the Trash Can (Delete) button removes the Comment from the Table.
If Delete was selected and this record has been previously saved, selecting Undo will not remove the record when Save is selected.
Showing X to X of X entries. Show X entries allow you to select how many documents (files) you want displayed per page.
Pagination Controls allows you to navigate between the pages of Documents (Files).
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