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DOCUMENTATION

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KAZIPAY

Instruction for use

INDEX

DASHBOARD

Dashboard is divided in 2 parts :- Global informations- Last payroll informations

Home

DASHBOARD

Home

  • The menu have initials and company name on it.
  • Wen opens :
    • User name
    • User main role
    • Company
    • Button to log out
    • Version

DASHBOARD

The first part is a global summary of the application's current data. It summarizes general information by siteA detail of the line is available on hover.

Back

DASHBOARD

The second part is a summary of the company's last payroll. If no payroll exists, this section is empty. The information is composed of 2 elements:

  • The summary, which are global values for all employees concerned
  • A graph showing the distribution of salaries by contract
If there are at least 2 payrolls in the company, a comparison of the last 2 summaries is made using indicators:
  • A green progress indicator in the event of an increase in value
  • A red regression indicator for a decrease in value.

Back

EMPLOYEE

Home

Employee page is a table with all the employees of the company. This page allows to do some actions on them.

EMPLOYEE

  • The employee menu brings up a table with a list of employees. Each line represents an employee with its main information.
  • The table is sorted by name by default
  • All the columns are sortable

Back

EMPLOYEE

  • A filter is available at the top left of the table to filter by name, address or telephone number.

Back

EMPLOYEE

  • Links and buttons are available to do some actions :
    • A link is available to download a template file to import employees en masse
    • It is possible to import employees en masse with a file by clicking on the "Import" button.
    • You can export table data by clicking on "Export CSV".
    • You can add an employee manually by clicking on "Add employe".

Back

IMPORT EMPLOYEE

  • Identification : Information that identifies the employee
  • Payment : Payment information of the employee
  • Information : Various information about the employee
  • Contract : All the employee's salary information needed to calculate the pay batch
Columns mandatory are first name, last name, RSSBNumber, contract type and net salary

Back

ADD EMPLOYEE

  • When a user try to add an employee manually, he have to fill a form with all his informations
  • Mandatory fields have a * next to label
  • Button Next to continue adding
  • Button Previous to go back
  • Button Save to save the employee
  • Button Cancel to stop registration
  • When click on save
    • If there is some mistakes, error are shown in red to help the user
    • If everything is ok, registration is done and go back to employee page

Back

EMPLOYEE detail

Back

Employee detail is a modification page who allows the user to handle the user with differents possible actions.

EMPLOYEE detail

Back

  • A block is show on top of detail with global informations :
    • Name of employee
    • Contract type
    • Net salary
  • This block is here to always keep the informations of who we are modifying

EMPLOYEE detail

  • Some actions are possible on employee with buttons :
    • Delete employee : delete the employee if he isn't already on a payroll
    • Deactivate employee : Hide the employee on the system but still on the database
    • Reactivate employee : Bring back the employee on the system

Back

EMPLOYEE detail

  • All the informations of the employee is managed by tabs
  • Every tab is independant and can be modify on its own
  • On contract, we have one of the most important part of the application. A user can enter net salary and the application will automatically make calculation of gross salary with salary repartition defined on employee or on comapny's settings

Back

EMPLOYEE detail

  • On every tab, if we want to cancel modifications not saved it's possible to discard changes by clicking on the button
  • When clicking on saving :
    • If there is errors, errors are showw in red
    • Otherwise, employee is saved
  • It's impossible to leave the page without saving or discard changes

Back

PAYROLL

Payroll page is a table with all the payroll of the company. This page allows to do some actions on them.

Home

PAYROLL

Back

  • It is possible to filter the payrolls see on the table
  • If you enter a start period it shows the payroll equals or after this date
  • If you enter an end period it shows the payroll equals or before this date

PAYROLL

Back

  • When a payroll is approved, it is possible to download a file to give to the bank with all the informations to pay the employees

PAYROLL

Back

  • When a payroll is approved, it is possible to download the declaration file by clicking on the cloud icon
  • It opens a menu with two possibilities :
    • Download declaration file in .xlsx format
    • Download declaration file in .txt format

PAYROLL DETAIL

Back

Payroll detail page is a table with the detail of all the payment informations of all the employees. We have some actions possible on this screen.

PAYROLL DETAIL

Back

  • It is possible to filter the table by entering the last name or first name of an employee

PAYROLL DETAIL

Back

  • There is some blocks with global informations about payroll :
    • Period : month and year of the payroll
    • Working days : Maximum days of work on the month
    • Total gross : Sum of gross salary of all employees
    • Total net : Sum of net salary of all employees
    • Nb staff : Snumber of employees on payroll

PAYROLL DETAIL

Back

  • With this element, it is possible to know the actual status of the payroll and where it is in the complete process

  • A button is available to change status :
    • In progress => Validated
    • Validated => In progress / Closed
    • Closed => In progress / Approved
  • Everytime a status is changed, an email is sent to the roles concernated by the change

PAYROLL DETAIL

Back

  • When the payroll is not approved, a menu is available with different actions :
    • Update payroll (in progress) : Update the values of the payroll with company's settings and employees values without deleting manual values
    • Reset payroll (in progress) : Update the values of the payroll with company's settings and employees values by deleting manual values
    • Delete payroll (in progress) : Delete the payroll
    • Export CSV (all) : Export all the data of the payroll

PAYROLL DETAIL

Back

  • When clicking on the arrow at the end of the line, a popup open with editable fields.
  • We can modify these fields only when the payroll is in prgress
  • Like on other screens it's possible to save or discard changes

USERS

User page is a table with all the user of the company. This page allows to do some actions on them.

Home

USERS

Back

  • A filter is available for the table on the name, phone and address

USERS

Back

  • It is possible to export the users by clicking on Export CSV
  • By clicking on Add User, we can add a new user and select a list of roles who permits to access to differents parts of the association
  • When a user is created, an email is send to the user created with an activation link to activate his account and create his password

USERS

Back

  • By clicking on the eye, we come to the detail of the user.
  • It is possible to modify a user.
  • It is possible to deactivate a user for he can't access to the application anymore
  • By clicking on the trash, it deletes the user
  • By clicking on the envelopp, it resend the activation link by email to activate account

COMPANY

Company page is the detail of all the informations about the company, sites, main user and settings.

Home

COMPANY

Back

  • On the site tab, it is possible to add a new site for the company.
  • Name field is mandatory and must be unique.
  • When a line is added and a name is defined, the object is automatically created and can be modify.
  • On an employee, we can add on which site he is working.
  • It is possible to deactivate a site. WHen it is deactivate, it put all the employees on this site on hedquarter

COMPANY

Back

  • On the settings tab, it is possible to configurate the company.
  • On gross repartition, we configurate the default value of salary repartition for each contract
  • On payroll, we define the number of days worked by month and who is paying CBHI
  • When a modification is saved a popup is open to choose which employee is impacted by modification.