Tab

Employee

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Critical Fields :

  1. Search Key : Used to maintain the employee code and unique id number.(Use characters and numbers)
  2. Group : We can mention the Employee Group(Group is an another master window) (Do not change the Group after the transactions)
  3. Name : We can create Employee Name.(Ex : Ranjith Pvt.Ltd )

Critical & onetime setup fields :

Non-Critical Fields :

  1. Operator Check Box : When we select this check box this Employee Name will shown in Production queue.
  2. Sales Representative : We can use the Employee as a Sales Representative when select this check box.
  3. Payment Term : We can select payment term from the payment term master.
  4. Payment Rule :  This is used to select the payment type.(Ex : Cash, Check , On Credit)
  5. Price List : We can select the Price list type from the price list master.(Ex : Purchase, Sales)
  6. Delivery Rule : We can select the delivery rule from the list.(After Receipt , Availability, Manual)
  7. Delivery Via : We can select the Delivery Type from the list .(Pick Up, Shipper, Delivery)

Zoom condition’s :

  1. We can find the transactions by using this Employee.(EX : Purchase Order,Material Receipt,Salas Order,Salary Structure, Leave Status, Loans and Advances, etc..)

Customization :

Contact (User)

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Critical Fields

  1. Name : We should maintain the contact user name for that employee. (Ex : Name )
  2. Birthday : It is used to maintain the Birthday Date.(Ex : 06/04/2019)

Critical & onetime setup fields

Non-Critical Fields

  1. Email Address : It is used to maintain the Email Id for this user.(Ex : Name1@gmail.com)
  2. Email User Password : This is used to maintain the Password for the mail ID.
  3. Partner Location : Used to maintain the Partner location. (To create location refer location Master)
  4. Supervisor : This field is used to maintain the supervisor of the particular Employee.(This name is also created in Employee window)
  5. Phone : Used to maintain the user contact Number.

Zoom condition’s

  1. We can check the transactions by using this contact user.(Ex : Purchase Order,Sales Order,Material Receipt,Invoices,.)

Validation

  1. Save : Used to Save the Record.
  2. Delete : Used To Delete the Saved Records.

Location

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Critical Fields

  1. Name : This Field is used maintain the location Name.(Ex : Location 1)

Critical & onetime setup fields

Non-Critical Fields

  1. Country : We can select the country name from the list.(Ex : India)
  2. State : We can select the state name from the list .(Ex : Tamil Nadu)
  3. City : We can select the city name from the list.(Ex : Coimbatore)
  4. Address Fields : Used to maintain the address of the location.
  5. Postal Code : Used to give postal number.

Zoom condition’s

  1. We can zoom and check the transactions by using this partner locations.(Ex : Invoice,Subcontract Receipt,..)

Validation

  1. Save : Used to save the record.
  2. Delete : Used to delete the existing record . 

Bank Account

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Critical Fields

  1. Bank : We should select the bank name from the bank master.(Ex : State Bank)

Critical & onetime setup fields

Non-Critical Fields

  1. User/Contact : We select the user contact name from the contact user tab.(Ex : Name 1 )
  2.  Account No : Used to maintain the Bank Account Number.
  3. Bank Account Type : Used to select the Account type like Card,Cash,Checking,Current Account,Fixed Deposit ,OD,Recurring Deposit Account,Salary Account, Savings.
  4. Account Usage : Used to maintain the usage like Direct Debit,Direct Deposit,Both,None.

Zoom condition’s

Validation

  1. Save : Used To Save the record .
  2. Delete : Used to Delete the Existing record .

Personal Information

 

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Critical Fields

  1. Date of Joining : It is used to maintain the joining date of this particular Employee.

Critical & onetime setup fields

Non-Critical Fields

  1. Blood Group : Used to mention the Blood Group of the Employee.(Ex : A+,B+,AB+,O-,..)
  2. Gender : Used to mention the Gender (Ex : Male,Female,TransGender).
  3. Marital Status : Used To mention their marital status(Ex : Single,Married,Divorced,Widowed)
  4. Department : Used to maintain the Employee working department.(Ex : Accounts, Refer Department Master)
  5. Position : Used to maintain the Employee Position in that particular department (Ex : Accountant, Refer Position Master)
  6. Wedding Date : Used To mention their Wedding date (While choosing martial status as Married wedding date popup will appear)
  7. Father Name : Used to mention the Fathers's name
  8. Mother Name : Used to mention the Mother's Name
  9. Spouse Name : Used to mention the Wife or Husband Name.
  10. Languages Known : Used to maintain the language known details
  11. UAN Number : Used to Maintain the PF UAN Number
  12. Aadharcard Number : Used Maintain the Employee Aadharcard Number.
  13. PF Number : used to maintain the PF Number
  14. ESI : Used to maintain the ESI Number
  15. Pancard Number : Used to maintain the Pancard Number to the employee
  16. Driving License : Used to maintain the employee driving license number
  17. Passport Number : Used to maintain the Passport number
  18. Probation Period : This Date field is used to give the probation date 
  19. Date Of Relieving : Field is used to mention the Relieving Date
  20. Date Confirm : Used to maintain the employee confirmation date
  21. Complete Plan : Used to maintain the plan completion date.

Zoom condition’s

Validation

  1. Save : used to save the record.
  2. Delete : used to delete the records.

Education

 

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Critical Fields

  1. College/School Name: Used to mention the college name . (Ex : Anna University)
  2. University/Board : Used to mention the University name .(Ex : Anna University)
  3. Degree : Used to mention the Degree.(Ex : MBA , Refer Degree Master Window)

Critical & onetime setup fields

Non-Critical Fields

  1. Year Of Passing : Used To mention the passed out year.
  2. CGPA % : Used to mention the Percentage.

Zoom condition’s

Validation

  1. Save : Used to save the record
  2. Delete : Used to delete the record.

Experience

 

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Critical Fields

  1. Employer Name : Used to maintain the previous Employer Name of the Employee.
  2. Reason For Leaving : Used To mention the Relieving Reasons.
  3. From Date : Employee Joining date in that Company.
  4. To Date: Employee Relieving Date from that company.

Critical & onetime setup fields

Non-Critical Fields

  1. Designation : Used to mention Employee Designation in that previous company.
  2. Gross Salary : Used to mention Previous Salary of the Employee.

Zoom condition’s

Validation

  1. Save : Used to save the document
  2. Delete : Used to delete the Records.

Training

 

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Critical Fields

  1. Institution Name : We Can fill the Training Institution name.
  2. From Date : Training Starting date.
  3. To Date : Training End date.

Critical & onetime setup fields

 

Non-Critical Fields

 

Zoom condition’s

Validation