Configuration
  • 09 Sep 2024
  • 1 Minute to read
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Configuration

  • PDF

Article summary

The initial configuration includes ready-made entities, tables & entries for the user’s convenience. They can be utilized either by modifying them (e.g. company), or by copying one as a template (e.g. employment policy).

In the below sections you can find in details all the actions that concern the configuration for proper function, covering special cases, drawing information from table values. Indicatively:

  • Companies & Branches

  • Employment policies

  • Payroll Scenarios

  • Banks, Accounting document accounts, Organizational units, Departments, Roles

  • Fiscal years, Payroll periods

  • Re-calculations, Adjusting entries

Symbols

Symbol

Meaning

Add

Edit

Save

Delete

Refresh list

Export data (xlsx, pdf, xlsx for selected, pdf for selected)

Add fiscal year

Add payroll period

Lock - Unlock payroll period

Re-calculations of standard eligible leaves


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