Create A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To CREATE a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Life Certificate information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID
4. To enter the Employee, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee list, then select the Employee.
5.  To enter the Employee Beneficiary, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Employee Beneficiary list, then select the Employee Beneficiary . 
6. To enter the Validated By, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Validated By list, then select the Validated By.
7. Enter the Validation Date

Click on the Save icon  at the bottom of the Life Certificate to save your new Life Certificate information.  A window will appear to confirm.

Delete A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obatin a pensions

Navigation

To DELETE a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Find the Life Certificate you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Life Certificates , leave all fields blank.
3. Click Find
4. Select the Life Certificate you want to Delete
5. Click on the Delete icon
6. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
7. Click OK to confirm and delete the Life Certificate.
8. A window will be displayed confirming the Life Certificate has been deleted                                                                                                                                                                            
    

To Verify that the Life Certificate has been Deleted:

1. Click on the Search icon
2. Enter the Life Certificate information
3. Click on the Find icon

The window will appear                                                                                                                                                                                                                                                  

 

Modify A Life Certificate

Overview

 This screen contains information that helps users understand the requirements that are necessary to obtain a pensions

Navigation

To MODIFY a Life Certificate follow the steps below

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Life Certificates, leave all fields blank.
2. Click on the Find icon .  The list of Life Certificates meeting the retrieval criteria  will appear.
3. Click on the Life Certificate you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A School Type

To CREATE a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new School Type information. Fields with an asterisk  are mandatory fields.

3. Enter the Code, check the Active box as necessary, and then select the Language from the drop down menu.

 - Code:  School Type unique identification code

- Active: Active Status when checked, the School Type will not be used/active

4. Enter the Name of the school type in the Name field, and describe the School Type in the Description field.

Click on the Save icon  at the bottom to save your new School Type information.  A window will appear to confirm the new School Type creation.  Click OK to confirm.

Delete A School Type

To DELETE a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Find the School Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all School Types, leave all fields blank.
• Click Find .
• Select the School Type you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the School Type.
5. A window will be displayed confirming the School Type has been deleted

To Verify that the School Type has been Deleted:

1. Click on the Search icon
2. Enter the School Type information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A School Type

To MODIFY a School Type that identifes the type of school the employee attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all School Types, leave all fields blank.
2. Click on the Find icon . 
3. Click on the School Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.  To add or remove School Types, refer to School Type.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A School

To CREATE a School that identifies the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Click on the New icon .  You will then be in Insert Mode.

2. Enter the new School information.  Fields with an asterisk  are mandatory fields.

3. Enter the Code as required, and check the Active box.

4. Choose the Country, School Type, and Language from the drop down menus.

5. Enter the name of the school in the Name field.

6. Click on the Save icon  at the bottom to save your new School information.  A window will appear to confirm the new School creation.  Click OK to confirm.

Delete A School

To DELETE a School that identifes the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Find the School you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Schools, leave all fields blank.
• Click Find .
• Select the School you want to Delete.

2. Click on the Delete icon .
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                            
4. Click OK to confirm and delete the School
5. A window will be displayed confirming the School has been deleted

To Verify that the School has been Deleted:

1. Click on the Search icon
2. Enter the School information in the appropriate field (s).
3. Click on the Find icon
4. This window will appear

Modify A School

To MODIFY a School that identifes the name of schools the employees attended, follow these steps:

Navigation 

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field (s).  If you prefer to see a list of all School, leave all fields blank.
2. Click on the Find icon . 
3. Click on the School you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modifications.
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.

Address

Overview

A pay agent has one or many addresses.

Address Screen Fields

Create a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To CREATE a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Medical Catalog information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, click on the Active, Apply to Recruitment Requisition, and Apply to Employee Medical Form checkmarks, and select the Language, as required.

• ID: Unique identification code of the Medical Catalog.
• Active:  Active Status - if checked, Medical Catalog is available.
• Apply to Recruitment Requisition: Apply to Recruitment Requisition Status - if checked, Apply to Recruitment Requisition is available.
• Apply to Employee Medical Form: Apply to Employee Medical Form Status - if checked, Apply to Employee Medical Form is available.
• Language: Language used.

4. Enter Description.   

• Description: Provide a short description of the medical condition.

5.   Click on the Save icon  at the bottom of the Medical Catalog to save your new Medical Catalog information.  A window will appear to confirm.

Delete a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To DELETE a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Medical Catalog you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Medical Catalogs, leave all fields blank.
• Click Find
• Select the Medical Catalog you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Medical Catalog.
5. A window will be displayed confirming the Medical Catalog has been deleted                                                                                                                                                                            
    

To Verify that the Medical Catalog has been Deleted:

1. Click on the Search icon
2. Enter the Medical Catalog information
3. Click on the Find icon
4. The window will appear

Modify a Medical Catalog

The Medical Catalog specifies the possible Medical Conditions that an employee could experience during their employment career. To MODIFY a Medical Catalog, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Medical Catalogs, leave all fields blank.
2. Click on the Find icon .  The list of Medical Catalogs meeting the retrieval criteria  will appear.
3. Click on the Medical Catalog you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To CREATE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Standard Letter information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, and select the Language, as required.

• Code: Unique identification code of the standard letter.
• Active:  Active Status - if checked, Standard Letter is available.
• Language: Language used.

4. Enter Description.   

• Description: Short description of the standard letter.

5.   Click on the Save icon  at the bottom of the Standard Letter to save your new Standard Letter information. A window will appear to confirm.

Delete a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To DELETE a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Standard Letter you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Standard Letters, leave all fields blank.
• Click Find
• Select the Standard Letter you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

      4.    Click OK to confirm and delete the Standard Letter.

      5.    A window will be displayed confirming the Standard Letter has been deleted

\

To Verify that the Standard Letter has been Deleted:

1. Click on the Search icon
2. Enter the Standard Letter information
3. Click on the Find icon
4. The window will appear

Modify a Standard Letter

Standard Letters contains the standard templates used for generating personnel letters such as for appointments, probation, confirmation, entitlements, etc. To MODIFY a Standard Letter, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Standard Letters, leave all fields blank.
2. Click on the Find icon .  The list of Standard Letters meeting the retrieval criteria will appear.
3. Click on the Standard Letter you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To CREATE an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Employee Note Type information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID, click on the Valid checkmark, and select the Language, as required.

• ID: Unique identification code of the Employee Note Type.
• Valid: Valid Status - if checked, Employee Note Type is available.
• Language: Language used.

4. Enter Title.   

• Title: Title of the Employee Note Type.

5.   Enter Description.

• Description: Provide a short description of the Employee Note Type.

6.   Click on the Save icon  at the bottom of the Employee Note Type to save your new Employee Note Type information. A window will appear to confirm.

Delete an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To DELETE an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Employee Note Type you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Employee Note Types, leave all fields blank.
• Click Find
• Select the Employee Note Type you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Employee Note Type.
5. A window will be displayed confirming the Employee Note Type has been deleted                                                                                                                                                                            
    

To Verify that the Employee Note Type has been Deleted:

1. Click on the Search icon
2. Enter the Employee Note Type information
3. Click on the Find icon
4. The window will appear

Modify an Employee Note Type

Employee Note Type contains the different categories available for Employee Notes. To MODIFY an Employee Note Type, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Employee Note Types, leave all fields blank.
2. Click on the Find icon .  The list of Employee Note Types meeting the retrieval criteria will appear.
3. Click on the Employee Note Type you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm. 

Create A Race

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Race information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the religion.

            Active:  Active Status - if checked, Race is available. 

       4 . Enter Name.   

             Name: Name of the race.                  

Click on the Save icon  at the bottom of the Race to save your new Race information.   

The following window will appear to confirm:

Delete A Race

Navigation

By default, you will be in Search Mode.

1. Find the Race you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Races, leave all fields blank.
3. Click Find
4. Select the Race you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Race.
   4. A window will be displayed confirming the Race has been deleted                                                                                                                                                                            
       

To Verify that the Race has been Deleted:

1. Click on the Search icon
2. Enter the Race information
3. Click on the Find icon

The window will appear     

Modify A Race

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Races, leave all fields blank.
2. Click on the Find icon .  The list of Races meeting the retrieval criteria  will appear.
3. Click on the Races you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A Religion

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Religion information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the religion.

            Active:  Active Status - if checked, Religion is available. 

       4 . Enter Name.   

             Name: Name of the religion.                  

Click on the Save icon  at the bottom of the Religion to save your new Religion information.   

The following window will appear to confirm:

Delete a Religion

Navigation

By default, you will be in Search Mode.

1. Find the Religion you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Religions, leave all fields blank.
3. Click Find
4. Select the Religion you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Religion.
   4. A window will be displayed confirming the Religion has been deleted                                                                                                                                                                            
       

To Verify that the Religion has been Deleted:

1. Click on the Search icon
2. Enter the Religion information
3. Click on the Find icon

The window will appear                                                                   

Modify A Religion

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Religions, leave all fields blank.
2. Click on the Find icon .  The list of Religons meeting the retrieval criteria  will appear.
3. Click on the Religion you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create A Tribe

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Tribe information.  Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active checkmark, as required, and select the Language, as required.

           Code: Unique identification code of the tribe.

            Active:  Active Status - if checked, Tribe is available. 

       4 . Enter Name.   

             Name: Name of the Tribe.                  

Click on the Save icon  at the bottom of the Tribe to save your new Tribe information.   

The following window will appear to confirm:

Delete A Tribe

Navigation

By default, you will be in Search Mode.

1. Find the Tribe you want to Delete
2. Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Tribe, leave all fields blank.
3. Click Find
4. Select the Tribe you want to Delete
   1. Click on the Delete icon
   2. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
   3. Click OK to confirm and delete the Tribe.
   4. A window will be displayed confirming the Tribe has been deleted                                                                                                                                                                            
       

To Verify that the Tribe has been Deleted:

1. Click on the Search icon
2. Enter the Tribe information
3. Click on the Find icon

The window will appear 

Modify A Tribe

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Tribes, leave all fields blank.
2. Click on the Find icon .  The list of Tribes meeting the retrieval criteria  will appear.
3. Click on the Tribe you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon   at the bottom of the screen to save your modifications.  A window will appear to confirm the modification. Click OK to confirm. 

               

Create a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To CREATE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Required Document List information.  Fields with an asterisk  are mandatory fields.
3. Enter the ID and Name, click on the Active, and select the Language, as required.

• ID: Unique identification code of the Required Document List
• Active: Active Status - if checked, Required Document List is available
• Name: Name of the individual
• Language: Language used

4. Enter Description.   

• Description: Provide a short description of the Required Document List.

5.   Click on the Save icon  at the bottom of the Required Document List to save your new Required Document List  information.  A window will appear to confirm.

Delete a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To DELETE a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Required Document List you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Required Document List, leave all fields blank.
• Click Find
• Select the Required Document List you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm                                                                                                                                                                                                                                                                                                                                                                                                                                                           
4. Click OK to confirm and delete the Required Document List.
5. A window will be displayed confirming the Required Document List has been deleted                                                                                                                                                                            
    

To Verify that the Required Document List has been Deleted:

1. Click on the Search icon
2. Enter the Required Document List information
3. Click on the Find icon
4. The window will appear

Modify a Required Document List

This entity is a catalogue of documents that are necessary for certain processes. Needs UI to create,update catalogue entries. To Modify a Required Document List, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Required Document List , leave all fields blank.
2. Click on the Find icon .  The list of Required Document List meeting the retrieval criteria  will appear.
3. Click on the Required Document List  you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications.  A window will appear to confirm the modification.   Click OK to confirm.