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erp-manual:cloud:production:calendar

Table of Contents

Calendar

Overview

The Calendar shows the working days, holidays, leaves and overtime for a branch.

Worker Calendar

Step 1: Load Branch Calendar

  • In the Calendar screen, the Branch Header section is visible. You need to select a branch to load the calendar for that branch.

erp-manual:cloud:production:branchcalendarselectscreen.png

  • Select the required Branch from the dropdown list to view the Calendar for that branch.
  • After selecting the Branch, click on the Get Branch Details action button. The Calendar details for the selected branch are visible.

Step 2: Load/Create Yearly Calendar

  • If the Calendar is not created for the branch, you will see the Yearly section blank and the Create Yearly button is visible. To create a calendar, click on the Create Yearly action button. The calendar gets created.
  • To load the calendar, click on the Load Calendar action button. The calendar for the present month will be displayed.

erp-manual:cloud:production:branchcalendarcreateyearly.png

  • To load the calendar for a different month, select the required Year and Month besides the Load Calendar button. After selecting the month and year, click on Load Calendar to load the calendar for the selected month.

erp-manual:cloud:production:branchcalenderfullscreen.png

Step 3: Add Overtime or Leave. In the Setup Overtime/Leave section, you can set the leaves by workers and overtimes done by the workers.

  • From Date: Select when the Leave/Overtime starts using the date picker.
  • To Date: Select when the Leave/Overtime ends using the date picker.
  • Selected Staffs: Select the worker for whom the Leave/Overtime is setup. The worker can be selected by entering the worker Id or scanning the bar code. Worker can also be added by selecting from the list of workers. Click on the + button and select the required worker.
  • OT Details: Set the details for overtime in this section.
    • Start On: Set the start time for the overtime.
    • End On: Set the end time for the overtime.
    • OT Hrs: The total hours of overtime based on the start and end time is displayed.
    • Set OT: Click on this button to set the overtime.
    • Remove OT: Click on this button to remove overtime.
  • Leave Details: Set the details for leave in this section.
    • Reason: Select the reason for leave from the dropdown list.
    • Remark: Add remarks, if required.
    • Set Leave: Click on the button to set the leave.
    • Remove Leave: Click on this button to remove the leave.

Step 4: Add Holidays. To add holidays to the calendar, click on the Holidays tab.

erp-manual:cloud:production:branchcalendarholiday.png

  • The list of holidays for the calendar can be seen. To add new holiday, click on the Add Holiday action button. A popup is opened.

erp-manual:cloud:production:branchcalendaraddholiday.png

  • Holiday On: Select date for holiday using the date picker. Holiday Info: Add some information about the holiday, if necessary.
  • Click on Confirm to close popup.
  • To edit an existing holiday click on the Edit button in the Action field. The same popup is opened that was opened for creating holidays. You can repeat the above steps to edit the holiday details.

Step 4: In the Weekly Calendar tab, the details for all the week days can be set like the working hours, break hours etc.

erp-manual:cloud:production:banchcalenderweeklycalendar.png

  • To edit the details of a week day, click on the Edit button in the Action tab.
    • Start Time: Set the starting time for the branch.
    • Closing Time: Set the closing time for the branch.
    • Total Break Hours: Set the total break hours for the day.
    • Working Hours: The total working hours are displayed.
    • Week Off: Set if the day is working day or not.
erp-manual/cloud/production/calendar.txt · Last modified: 2024/04/18 05:26 by Varun Nagrecha