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erp-manual:cloud:production:calendar [2022/11/29 05:29] Varun Nagrecha |
erp-manual:cloud:production:calendar [2024/04/18 05:26] (current) Varun Nagrecha |
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====Worker Calendar==== | ====Worker Calendar==== | ||
- | In the Calendar screen, the Branch Header section is visible. You need to select a branch to load the calendar for that branch. | + | **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: | + | {{popup>erp-manual: |
- | Select the required Branch from the dropdown list to view the Calendar for that branch. | + | * 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. | + | |
- | {{ erp-manual:cloud: | + | **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. | ||
- | 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: | + | * 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. |
- | 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. | + | {{popup> |
- | In the Setup Overtime/ | + | **Step 3:** Add Overtime or Leave. |
* //From Date//: Select when the Leave/ | * //From Date//: Select when the Leave/ | ||
* //To Date//: Select when the Leave/ | * //To Date//: Select when the Leave/ | ||
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* //Remove Leave//: Click on this button to remove the leave. | * //Remove Leave//: Click on this button to remove the leave. | ||
- | To add holidays to the calendar, click on the Holidays tab. | + | **Step 4:** Add Holidays. |
- | {{ erp-manual: | + | {{popup>erp-manual: |
- | 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. | + | * 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: | + | {{popup>erp-manual: |
- | * //Holiday On//: Select date for holiday using the date picker. | + | * //Holiday On//: Select date for holiday using the date picker. //Holiday Info//: Add some information about the holiday, if necessary. |
- | * //Holiday Info//: Add some information about the holiday, if necessary. | + | * Click on Confirm to close popup. |
- | * //Confirm Action//: | + | * To edit an existing holiday click on the Edit button |
- | * //Cancel Action//: Click on the Cancel | + | |
- | To edit an existing holiday click on the Edit button in the Action field. The same popup is opened that was opened | + | **Step 4:** In the Weekly Calendar tab, the details |
- | In the Weekly Calendar tab, the details for all the week days can be set like the working hours, break hours etc. | + | |
- | {{ erp-manual: | + | * To edit the details of a week day, click on the Edit button in the Action tab. |
- | + | | |
- | 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. | + | |