PersonaX-Lite Documentation

Customer Admin

Authorization

How To Setup A Configuration

Note

1. PersonaX Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘Authorization’ tile

2. PersonaX Customer Admin >> Authorization

Step	Action
	The ‘Authorization’ submenus page opens
(1)	Select the ‘Configuration’ tile

3. PersonaX Customer Admin >> Authorization >> Configuration

Step	Action
	The ‘Configuration’ page opens
	All data segments are active by default

4. PersonaX Customer Admin >> Authorization >> Configuration >> Data Segment Status

Step	Action
(1)	To make a segment inactive, drag and drop the segment into the Inactive Data Segments section and vice versa
	A segment cannot be made inactive if it has been used to setup a user already

5. PersonaX Customer Admin >> Authorization >> Configuration >> Notification

Step	Action
(1)	A notification displays to indicate that the status of the data segment has been successfully changed

Authorization

How To Setup A User Group

Note

1. PersonaX Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘Authorization’ tile

2. PersonaX Customer Admin >> Authorization

Step	Action
	The ‘Authorization’ submenus page opens
(1)	Select the ‘Group Manager’ tile

3. PersonaX Customer Admin >> Authorization >> Group Manager

Step	Action
	The 'Group Manager' page opens showing previously setup groups (if any) in the grid

4. PersonaX Customer Admin >> Authorization >> Group Manager >> Add User Group

Step	Action
(1)	To setup a new user group, click on the button

5. PersonaX Customer Admin >> Authorization >> Group Manager >> Create Group

Step	Action
	The 'Create Group' modal opens
	The list of compan(ies) that the admin has access to display

6. PersonaX Customer Admin >> Authorization >> Group Manager >> Name

Step	Action
(1)	Enter the name of the new user group

7. PersonaX Customer Admin >> Authorization >> Group Manager >> Status

Step	Action
(1)	You may click on the button to change the status of the group to inactive
	- An active status means the group can be used to setup new users - An inactive status means the group cannot be used to setup new users

8. PersonaX Customer Admin >> Authorization >> Group Manager >> Add Group Details

Step	Action
(1)	Click on the button to add applications and data access fields to the group

9. PersonaX Customer Admin >> Authorization >> Group Manager >> Group Details

Step	Action
(1)	The available applications and data access menus for the company display

10. PersonaX Customer Admin >> Authorization >> Group Manager >> Applications

Step	Action
(1)	Under ‘Apps’, check box to select the HCM application(s) that the group can have access to

11. PersonaX Customer Admin >> Authorization >> Group Manager >> Application Menus

Step	Action
	The menus for the selected application display

12. PersonaX Customer Admin >> Authorization >> Group Manager >> Select Application Menus

Step	Action
(1)	Check box to select the application menus that the group can have access to
	You may click on these buttons to 'Select All' or 'Deselect All' menus

13. PersonaX Customer Admin >> Authorization >> Group Manager >> Save Application Menus

Step	Action
(1)	Click on the button to save the selected application menus

14. PersonaX Customer Admin >> Authorization >> Group Manager >> Data Access

Step	Action
(1)	Check box to select the data access fields that the group can have access to

15. PersonaX Customer Admin >> Authorization >> Group Manager >> Data Access Menus

Step	Action
	The menus for the selected data access field display

16. PersonaX Customer Admin >> Authorization >> Group Manager >> Select Data Access Menus

Step	Action
(1)	Check box to select the data access menus that the group can have access to
	You may click on these buttons to 'Select All' or 'Deselect All' menus

17. PersonaX Customer Admin >> Authorization >> Group Manager >> Save Data Access Menus

Step	Action
(1)	Click on the button to save the selected data access menus

18. PersonaX Customer Admin >> Authorization >> Group Manager >> Create Group

Step	Action
(1)	Click on the button to save group details

19. PersonaX Customer Admin >> Authorization >> Group Manager >> Notification

Step	Action
(1)	A notification displays to indicate that the group has been created successfully
	The new group created displays in the grid

20. PersonaX Customer Admin >> Authorization >> Group Manager >> Search Group

Step	Action
(1)	To edit a group, enter group name in the seach box

21. PersonaX Customer Admin >> Authorization >> Group Manager >> Search Icon

Step	Action
(1)	Click on the icon to search for group

22. PersonaX Customer Admin >> Authorization >> Group Manager >> Search Results

Step	Action
	The search result details display in the grid
(1)	Click on the icon to edit the group details

23. PersonaX Customer Admin >> Authorization >> Group Manager >> Edit Group

Step	Action
	The ‘Edit Group’ modal opens
	Edit the details of the group

24. PersonaX Customer Admin >> Authorization >> Edit Group >> Update

Step	Action
(1)	Click on the button to save the changes made

25. PersonaX Customer Admin >> Authorization >> Edit Group >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

Authorization

How To Add A New User

Note

1. Persol HCM Lite - Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘Authorization’ tile

2. PersonaX Customer Admin >> Authorization

Step	Action
	The ‘Authorization’ submenus page opens
(1)	Select the ‘User Manager’ tile

3. PersonaX Customer Admin >> Authorization >> User Manager

Step	Action
	The 'User Manager' page opens showing previously added user records in the grid (if any)

4. PersonaX Customer Admin >> Authorization >> User Manager >> Add User

Step	Action
(1)	To add a new user, click on the button

5. PersonaX Customer Admin >> Authorization >> User Manager >> User Details

Step	Action
	The 'Add User' modal opens
	Provide the following details of the user; Username First Name Last Name Email Phone Number
	All fields marked with * are required

6. Customer Admin >> Authorization >> User Manager >> Profile Image

Step	Action
(1)	Click on the button to add a profile image for user

7. PersonaX Customer Admin >> Authorization >> User Manager >> Status

Step	Action
	You may click on the button to change status of the user to inactive
	- An active status means the user can have access to the application - An inactive status means the user cannot have access to the application
(1)	Click button to move to the next page

8. PersonaX Customer Admin >> Authorization >> User Manager >> Group

Step	Action
(1)	Select a group the user belongs to

9. PersonaX Customer Admin >> Authorization >> User Manager >> Add Group Details

Step	Action
	The list of compan(ies) the admin has access to display
(1)	Click on the button to add applications and data access fields to be accessible to the user

10. PersonaX Customer Admin >> Authorization >> User Manager >> Applications

Step	Action
	The available applications and data access menus for the selected group display
(1)	Check box to select the HCM application(s) that the user can have access to

11. PersonaX Customer Admin >> Authorization >> User Manager >> Application Menus

Step	Action
	The menus for the selected application display
(1)	Check box to select the menus within the selected application that the user can have access to
	You may click on these buttons to 'Select All' or 'Deselect All' menus

12. PersonaX Customer Admin >> Authorization >> User Manager >> Save Application Menus

Step	Action
(1)	Click on the button to save selected menus

13. PersonaX Customer Admin >> Authorization >> User Manager >> Data Access

Step	Action
(1)	Check box to select the data access fields that the user can have access to in the group

14. PersonaX Customer Admin >> Authorization >> User Manager >> Data Access Menus

Step	Action
	The menus for the selected data access field display
(1)	Check box to select the menus for the data access field that the user can have access to
(2)	You may click on these buttons to 'Select All' or 'Deselect All' menus

15. PersonaX Customer Admin >> Authorization >> User Manager >> Save Data Access Menus

Step	Action
(1)	Click on the button to save selected menus

16. PersonaX Customer Admin >> Authorization >> User Manager >> Create User

Step	Action
(1)	Click on the button to save user details

17. PersonaX Customer Admin >> Authorization >> User Manager >> Notification

Step	Action
(1)	A notification displays to indicate that the user has been created successfully
	The new user created displays in the grid

18. PersonaX Customer Admin >> Authorization >> User Manager >> Search User

Step	Action
(1)	To edit a user's details, enter the user's name in the search box

19. PersonaX Customer Admin >> Authorization >> Group Manager >> Notification

Step	Action
(1)	Click on the icon to search

20. PersonaX Customer Admin >> Authorization >> User Manager >> User Group

Step	Action
(1)	You may select a user group to display all users in the group

21. PersonaX Customer Admin >> Authorization >> User Manager >> Search Results

Step	Action
	The search results display in the grid
(1)	Click on the icon to edit the user details

22. PersonaX Customer Admin >> Authorization >> User Manager >> Edit User Details

Step	Action
	The 'Update User' modal opens
	Edit the details of the user

23. PersonaX Customer Admin >> Authorization >> User Manager >> Update User Details

Step	Action
(1)	Click on the button to save changes made

24. PersonaX Customer Admin >> Authorization >> Edit Group >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

General Settings

How To Setup A Deduction

Note

A deduction is an expense subtracted from an employee’s income eg. TUC dues, welfare dues etc.

1. PersonaX Customer Admin >> Homepage

Step	Action
(1)	On the HCM Customer Admin homepage, select the ‘General Settings’ tile

2. PersonaX Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the ‘Deduction’ tile

3. PersonaX Customer Admin >> General Settings >> Deduction

Step	Action
	The 'Deduction' page opens

4. PersonaX Customer Admin >> General Settings >> Add Deduction

Step	Action
(1)	To setup a new deduction, click on the button

5. PersonaX Customer Admin >> General Settings >> Add Deduction >> Name

Step	Action
	The ‘Add Deduction’ modal opens
(1)	Enter name of the new deduction
	This field is required *

6. PersonaX Customer Admin >> General Settings >> Add Deduction >> Max Amount

Step	Action
(1)	Enter the maximum amount that can be deducted from employee’s income for this deduction type
	This field is required *

7. PersonaX Customer Admin >> General Settings >> Add Deduction >> Element

Step	Action
(1)	Select the element (frequency) of deduction
	Only one element option can be selected
	Click here to view definition of the elements

8. PersonaX Customer Admin >> General Settings >> Add Deduction >> Calculation Rule

Step	Action
(1)	Select the deduction’s calculation rule from the dropdown options
	This field is required *
	Click here to view definition of options for the calculation rule

9. PersonaX Customer Admin >> General Settings >> Add Deduction >> Calculation Rule Value

Step	Action
(1)	Enter the value that corresponds with the selected calculation rule

10. PersonaX Customer Admin >> General Settings >> Add Deduction >> Other Calculation Rules

Step	Action
(1)	Select other calculation rules that apply to the deduction if any
	More than one option can be selected
	Click here to view definition of options for other calculation rules

11. PersonaX Customer Admin >> General Settings >> Add Deduction >> Status

Step	Action
(1)	You may click on the button to change status of the deduction to inactive
	- An active status means the deduction can be used in transactions on other pages - An inactive status means the deduction cannot be used in transactions on other pages

12. PersonaX Customer Admin >> General Settings >> Add Deduction >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added deduction

13. PersonaX Customer Admin >> General Settings >> Add Deduction >> Notification

Step	Action
(1)	A notification displays to indicate that the deduction setup has been saved successfully

14. PersonaX Customer Admin >> General Settings >> Deduction >> Search

Step	Action
(1)	To edit a deduction, enter the deduction name in the search box and click on the search icon

15. PersonaX Customer Admin >> General Settings >> Deduction >> Search Results

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

16. PersonaX Customer Admin >> General Settings >> Deduction >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the deduction
	You may click on the delete icon to delete deduction

17. PersonaX Customer Admin >> General Settings >> Edit Deduction

Step	Action
	The ‘Edit Deduction’ modal opens
	Edit the details of the deduction

18. PersonaX Customer Admin >> General Settings >> Edit Deduction >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

19. PersonaX Customer Admin >> General Settings >> Edit Deduction >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

GLOSSARY

Definition of Terms

TERM	DEFINITION
Recurring element	It is a payroll element with an undefined period of time
Non-Recurring element	It is a payroll element that is valid for one pay period
Varying amount	This amount differs from employee to employee
Flat amount	This amount is fixed for all employees
% of basic	This amount is computed based on a percentage of an employee’s basic salary
% of daily rate	This amount is computed based on a percentage of an employee's daily wage rate
% of hourly rate	This amount is computed based on a percentage of an employee's hourly wage rate
Basic	It is an employee's salary prior to any extra payments or deductions.
Pro-rated	It is an employee's salary calculated proportionally to the number of hours/days actually worked
Tax deductible	Allowed to be subtracted from the total amount of income before calculating the required tax to be paid
Severance pay paid	It is the compensation paid to an employee when their employment is terminated
Taxable	Subject to taxes
Annualized	To convert into an annual rate

General Settings

How To Setup An Earning

Note

An earning is a cash or non cash benefit given to an employee eg. rent allowance, annual bonus, fuel allowance etc

1. PersonaX Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘General Settings’ tile

2. Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the ‘Earning’ tile

3. PersonaX Customer Admin >> General Settings >> Earning

Step	Action
	The ‘Earning’ page opens

4. PersonaX Customer Admin >> General Settings >> Add Earning

Step	Action
(1)	To setup a new earning, click on the button

5. PersonaX Customer Admin >> General Settings >> Add Earning >> Earning Type

Step	Action
	The ‘Earning’ modal opens
(1)	Click to select the type of earning; cash or non-cash
	If non-cash is selected, click here to continue steps

6. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Name

Step	Action
(1)	If cash is selected, enter name of the new cash earning
	This field is required *

7. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Element

Step	Action
(1)	Select the element (frequency) of earning
	Only one element option can be selected
	Click here to view definition of the elements

8. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Basis

Step	Action
(1)	Select the basis for calculating the earning from the dropdown options
	This field is required *

9. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Max Amount

Step	Action
(1)	Enter the maximum amount that can be earned with the selected basis
	This field is required *

10. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Calculation Rule

Step	Action
(1)	Select the earning’s calculation rule from the dropdown options
	This field is required *
	Click here to view definition of options for the calculation rule

11. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Calculation Rule Value

Step	Action
(1)	Enter the value that corresponds with the selected calculation rule

12. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Other Calculation Rules

Step	Action
(1)	Select other calculation rules that apply to the earning if any
	More than one option can be selected
	Click here to view definition of options for other calculation rules

13. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Status

Step	Action
(1)	You may click on the button to change status of the earning to inactive
	- An active status means the earning can be used in transactions on other pages - An inactive status means the earning cannot be used in transactions on other pages

14. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added earning

15. PersonaX Customer Admin >> General Settings >> Add Cash Earning >> Notification

Step	Action
(1)	A notification displays to indicate that the earning setup has been saved successfully

16. PersonaX Customer Admin >> General Settings >> Add Non-Cash Earning >> Name

Step	Action
	If non-cash is selected, the details for the non-cash earning display
(1)	Enter name of the new non-cash earning
	This field is required *

17. PersonaX Customer Admin >> General Settings >> Add Non-Cash Earning >> Benefit

Step	Action
(1)	Select the non-cash benefit from the drop-down options
	This field is required *

18. PersonaX Customer Admin >> General Settings >> Add Non-Cash Earning >> Status

Step	Action
(1)	You may click on the button to change status of the earning to inactive
	- An active status means the earning can be used in transactions on other pages - An inactive status means the earning cannot be used in transactions on other pages

19. PersonaX Customer Admin >> General Settings >> Add Non-Cash Earning >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added earning

20. PersonaX Customer Admin >> General Settings >> Add Non-Cash Earning >> Notification

Step	Action
(1)	A notification displays to indicate that the earning setup has been saved successfully

21. PersonaX Customer Admin >> General Settings >> Earning >> Search

Step	Action
(1)	To edit an earning, enter the earning name in the search box and click on the search icon

22. PersonaX Customer Admin >> General Settings >> Earning >> Search Results

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

23. PersonaX Customer Admin >> General Settings >> Earning >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the earning
	You may click on the delete icon to delete the earning

24. PersonaX Customer Admin >> General Settings >> Edit Earning

Step	Action
	The ‘Edit Earning’ modal opens
	Edit the details of the earning

25. PersonaX Customer Admin >> General Settings >> Edit Earning >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

26. PersonaX Customer Admin >> General Parameters >> Edit Earning >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

GLOSSARY

Definition of Terms

TERM	DEFINITION
Recurring element	It is a payroll element with an undefined period of time
Non-Recurring element	It is a payroll element that is valid for one pay period
Varying amount	This amount differs from employee to employee
Flat amount	This amount is fixed for all employees
% of basic	This amount is computed based on a percentage of an employee’s basic salary
% of daily rate	This amount is computed based on a percentage of an employee's daily wage rate
% of hourly rate	This amount is computed based on a percentage of an employee's hourly wage rate
Basic	It is an employee's salary prior to any extra payments or deductions.
Pro-rated	It is an employee's salary calculated proportionally to the number of hours/days actually worked
Tax deductible	Allowed to be subtracted from the total amount of income before calculating the required tax to be paid
Severance pay paid	It is the compensation paid to an employee when their employment is terminated
Taxable	Subject to taxes
Annualized	To convert into an annual rate

General Settings

How To Setup Employee Details

Note

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘General Settings’ tile

2. Personax Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the ‘Employee Details’ tile

3. Personax Customer Admin >> General Settings >> Add Employee

Step	Action
	The ‘Employee’ page opens
(1)	To setup the details of an employee, click on the button

4. Personax Customer Admin >> General Settings >> Employee Details

Step	Action
	The 'Employee Details' modal opens showing the 'Personal' details fields

5. Personax Customer Admin >> General Settings >> Employee Details >> Personal Details

Step	Action
	Provide the following personal details of the employee Title First name Last name Other names Nationality Gender Date of birth Email Marital Status Upload Employee Photo Upload Employee CV Phone Digital Address Address
	All required fields are marked with an asterisk *
	You may click on the button to change employee's status to ‘Inactive’

6. Personax Customer Admin >> General Settings >> Employee Details >> Personal Details >> Next

Step	Action
	NB: 1. The age of the employee automatically displays after entering the date of birth 2. Dates of birth below the country’s legal working age have been greyed out and cannot be selected 3. A face must be detected in the uploaded employee photo
(1)	You may click on the button to clear all details entered
(2)	Click on the button to move to the next tab

7. Personax Customer Admin >> General Settings >> Employee Details >> Organisational Details

Step	Action
	Provide the following personal details of the employee Employee ID Hire Date Employee Type Position Location Division Department Section Unit TIN Grade (salary info) Type (salary info) Rate (salary info)
(1)	You may click on the button to move to the previous tab
(2)	Click on the button to move to the next tab

8. Personax Customer Admin >> General Settings >> Employee Details >> Payment Method

Step	Action
(1)	Select the payment method that applies to the employee by checking a box
	if Cash is selected, click here to continue steps if Bank is selected, click here to continue steps if Mobile Money is selected, click here to continue steps

9. Personax Customer Admin >> General Settings >> Employee Details >> Payment Method >> Bank

Step	Action
	If Bank is selected, provide the following bank details of the employee Bank name Branch Account number
	Click here to continue steps

10. Personax Customer Admin >> General Settings >> Employee Details >> Payment Method >> Mobile Money

Step	Action
	If Mobile Money is selected, provide the following mobile money details of the employee Mobile money provider Mobile money number
	Click here to continue steps

11. Personax Customer Admin >> General Settings >> Employee Details >> Save

Step	Action
(1)	Click on the button to save the employee details

12. Personax Customer Admin >> General Settings >> Employee Details >> Notification

Step	Action
(1)	A notification displays to indicate that the employee details has been saved successfully

13. Personax Customer Admin >> General Settings >> Employee Details >> Search

Step	Action
(1)	To edit an employee’s details, search for the employee by name or ID

14. Personax Customer Admin >> General Settings >> Employee Details >> Edit

Step	Action
	The search result details display in the grid
(1)	You may click on the delete icon to delete the employee’s details
(2)	Click on edit icon to edit an employee’s details

15. Personax Customer Admin >> General Settings >> Edit Employee Details >> Edit

Step	Action
	A modal opens to edit the employee's details
	Edit the details of the employee (ie. personal, organizational and payment method details)

16. Personax Customer Admin >> General Settings >> Edit Employee Details >> Update

Step	Action
(1)	You may click on the Undo button to revert changes made
(2)	Click on the button to save the changes made

17. Personax Customer Admin >> General Settings >> Edit Employee Details >> Notification

Step	Action
	A notification displays to indicate that the update has been saved successfully

General Settings

How To Setup A Loan

Note

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘General Settings’ tile

2. PersonaX Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the ‘Loan’ tile

3. PersonaX Customer Admin >> General Settings >> Loan Setup

Step	Action
	The ‘Loan Setup’ page opens

4. PersonaX Customer Admin >> General Settings >> Loan Setup >> Add Employee Loan

Step	Action
(1)	To setup a new employee loan, click on the button

5. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Name

Step	Action
	The ‘Loan Setup’ modal opens
(1)	Enter name of the new loan setup
	The field is required *

6. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Loan Limit

Step	Action
(1)	Select the loan limit type
	Only one option can be selected
	Click here to view definition of the loan limit types

7. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Loan Limit Value

Step	Action
(1)	Enter the value that corresponds with the selected loan limit type
	This field is required *

8. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Loan Type

Step	Action
(1)	Select the loan type
	Only one option can be selected

9. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Interest Calculation Rule

Step	Action
(1)	Select the loan's interest calculation rule from the dropdown options
	This field is required *
	Click here to view definition of the interest calculation rule options

10. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Interest Rate

Step	Action
(1)	Enter the interest rate (percentage) value
	Click here to view definition of term

11. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Max Grace Period

Step	Action
(1)	Enter the maximum grace period for the loan (in months)
	Click here to view definition of term

12. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Max Term

Step	Action
(1)	Enter the maximum term for the loan (in months)
	This field is required *
	Click here to view definition of the term

13. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Status

Step	Action
(1)	You may click on the button to change status of the loan setup to inactive
	- An active status means the loan setup can be used in transactions on other pages - An inactive status means the loan setup cannot be used in transactions on other pages

14. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	click on the button to save the details of the newly added loan setup

15. PersonaX Customer Admin >> General Settings >> Add Employee Loan >> Notification

Step	Action
(1)	A notification displays to indicate that the loan setup has been saved successfully

16. PersonaX Customer Admin >> General Settings >>Loan Setup >>Search

Step	Action
(1)	To edit a loan setup, enter the loan name in the search box and click on the search icon

17. PersonaX Customer Admin >> General Settings >>Loan Setup >> Search Results

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit and Delete icons

18. PersonaX Customer Admin >> General Settings >>Loan Setup >>Edit Icon

Step	Action
	You may click on the delete icon to delete the loan
(1)	Click on the edit icon to edit the loan

19. PersonaX Customer Admin >> General Settings >>Edit Loan Setup

Step	Action
	The 'Loan Setup' modal opens
	Edit the details of the loan

20. PersonaX Customer Admin >> General Settings >> Edit Loan Setup >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

21. PersonaX Customer Admin >> General Settings >> Edit Loan Setup >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

GLOSSARY

Definition of terms

TERM	DEFINITION
Percentage of basic	Percentage of an employee's basic salary prior to any extras or deduction of payments
Annual interest	It’s the rate of interest charged on a loan that is calculated on an annual (yearly) basis
Simple interest	It is the interest calculated on the principal portion of a loan. It doesn't take into account the effect of compounding
Daily interest	It is the interest calculated daily on a loan's outstanding principal balance
Absolute Interest	It is a flat interest amount on a loan that is not percentage based
Max grace period	It is the maximum period that a borrower can delay payment for a loan beyond the due date without penalty
Max term	Refers to the maximum length of time for a loan to be repaid

General Settings

Company Onboarding Process

Note

1. PersonaX Customer Admin >> Homepage

Step	Action
(1)	On the PersonaX Customer Admin homepage, select the ‘General Settings’ tile

2. PersonaX Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the 'Onboarding' tile

3. PersonaX Customer Admin >> General Settings >> Onboarding

Step	Action
	The ‘Onboarding’ page opens
(1)	To onboard the company's organizational & employee details, click on the button to download excel file
	The excel file contains sample data to serve as a guide for completing it

4. PersonaX Customer Admin >> General Settings >> Onboarding >> Excel File

Step	Action
	To Fill the excel document with the various organizational & employee details shown on each sheet
	- Each sheet contains sample data to guide the user in filling it (delete and refill) - All required columns (*) must be filled

5. PersonaX Customer Admin >> General Settings >> Onboarding >> Upload Excel File

Step	Action
(1)	Click on the button to upload the completed excel document

6. PersonaX Customer Admin >> General Settings >> Onboarding >> Excel File Details

Step	Action
	The details of the uploaded excel document display in the grid under the various sheet titles
(1)	User is notified of any errors in the excel document
	Click here to continue steps if no error is detected Click here to continue steps if error is detected

7. PersonaX Customer Admin >> General Settings >> Onboarding >> Excel File Errors

Step	Action
(1)	In the case of an error, click on the sheet title where the error occurs (highlighted in red) to view details
	If more than one sheet title contains errors, repeat process to resolve for all

8. PersonaX Customer Admin >> General Settings >> Onboarding >> View Errors

Step	Action
	The details of the selected sheet with error(s) display
(1)	Scroll through the columns to find the error field(s) highlighted in red

9. PersonaX Customer Admin >> General Settings >> Onboarding >> Edit Icon

Step	Action
(1)	Click on the icon on each row to edit & correct error(s) made

10. PersonaX Customer Admin >> General Settings >> Onboarding >> Correct Errors

Step	Action
	The details of the selected error row display
	Edit all error fields that were highlighted in the grid

11. PersonaX Customer Admin >> General Settings >> Onboarding >> Save

Step	Action
(1)	Click on the button to save changes made

12. PersonaX Customer Admin >> General Settings >> Onboarding >> Validate Data

Step	Action
(1)	Click on the button to check data for any errors

13. PersonaX Customer Admin >> General Settings >> Onboarding >> Submit Data

Step	Action
(1)	Click on the button to save the onboarding details

14. PersonaX Customer Admin >> General Settings >> Onboarding >> Notification

Step	Action
(1)	A notification displays to indicate that the data has been saved successfully
	A count of the successful and failed uploads for each sheet's details display in the grid

General Settings

How To Setup A Savings Scheme

Note

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the HCM Customer Admin homepage, select the ‘General Settings’ tile

2. Personax Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the 'Savings Scheme' tile

3. Personax Customer Admin >> General Settings >> Savings Scheme

Step	Action
	The ‘Savings Scheme’ page opens
(1)	To setup a savings scheme, click on the button

4. Personax Customer Admin >> General Settings >> Add Savings Scheme

Step	Action
	To Fill the excel document with the various organizational & employee details shown on each sheet
(1)	The ‘Saving Scheme Setup’ modal opens
	This field is required *

5. Personax Customer Admin >> General Settings >> Add Savings Scheme >> Name

Step	Action
(1)	Enter name of the savings scheme
(2)	The (employee & employer) contribution limits for the selected scheme type display
(3)	The calculation rule for the selected scheme type displays

6. Personax Customer Admin >> General Settings >> Add Savings Scheme >> Contribution Rate

Step	Action
(1)	Enter the employer contribution rate
(2)	Enter the employee contribution rate
	These fields are required *

7. Personax Customer Admin >> General Settings >> Add Savings Scheme >> Tax Details

Step	Action
(1)	Check / uncheck box to indicate whether the savings scheme is tax deductible or not
(2)	Check / uncheck box to indicate whether the employer's contribution is taxable or not

8. Personax Customer Admin >> General Settings >> Add Savings Scheme >> Save

Step	Action
(1)	You may click on the button to change the status of the savings scheme to active or inactive
(2)	Click on the button to save the savings scheme setup

9. Personax Customer Admin >> General Settings >> Add Savings Scheme >> Notification

Step	Action
(1)	A notification displays to indicate that the savings scheme setup has been saved successfully

10. Personax Customer Admin >> General Settings >> Savings Scheme >> Search

Step	Action
	To edit a savings scheme setup, search for the scheme by name

11. Personax Customer Admin >> General Settings >> Savings Scheme >> Search Result

Step	Action
	The search result details display in the grid
(1)	You may click on the icon to delete the savings scheme
(2)	Click on the icon to edit savings scheme

12. Personax Customer Admin >> General Settings >> Savings Scheme >> Edit

Step	Action
	Edit the details of the savings scheme setup

13. Personax Customer Admin >> General Settings >> Edit Savings Scheme >> Update

Step	Action
(1)	Click on the button to save the changes made

14. Personax Customer Admin >> General Settings >> Edit Savings Scheme >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

General Settings

How To Setup A Tax Relief

Note

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘General Settings’ tile

2. Personax Customer Admin >> General Settings

Step	Action
	The ‘General Settings’ submenus page opens
(1)	Select the ‘Tax Relief’ tile

3. Personax Customer Admin >> General Settings >> Tax Relief

Step	Action
	The 'Tax Relief' page opens
(1)	To setup a tax relief, click on the button

4. Personax Customer Admin>> General Settings >> Add Tax Relief >> Name

Step	Action
	The ‘Add Tax Relief Setup’ modal opens
(1)	Enter name of the tax relief
	This field is required *

5. Personax Customer Admin >> General Settings >> Add Tax Relief >> Type

Step	Action
(1)	Select the tax relief type
	This field is required *

6. Personax Customer Admin >> General Settings >> Add Tax Relief >> Notes

Step	Action
(1)	The date ranges (effective & expiry dates) for the selected tax relief type display
(2)	Enter any additional info on the tax relief in the ‘Notes’ section

7. Personax Customer Admin >> General Settings >> Add Tax Relief >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save the tax relief setup

8. Personax Customer Admin >> General Settings >> Add Tax Relief >> Notification

Step	Action
(1)	A notification displays to indicate that the tax relief setup has been saved successfully

9. Personax Customer Admin >> General Settings >> Add Tax Relief >> Search

Step	Action
(1)	To edit a tax relief setup, search for the relief by name

10. Personax Customer Admin >> General Settings >> Add Tax Relief >> Search Results

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit and Delete icons
(1)	Click on the icon to edit tax relief

11. Personax Customer Admin >> General Settings >> Edit Tax Relief

Step	Action
	Edit the details of the tax relief setup

12. Personax Customer Admin >> General Settings >> Edit Tax Relief >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

13. Personax Customer Admin >> General Settings >> Edit Tax Relief >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

Generic Parameters

How To Setup A Department

Note

A department is a defined business segment provided by the company admin into the system. Eg: finance, sales etc.

1. Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Department’ tile

3. Personax Customer Admin >> Generic Parameters >> Department

Step	Action
	The ‘Department’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Department

Step	Action
(1)	To setup a new Department, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Department >> Name

Step	Action
	The ‘Add Department’ modal opens
(1)	Enter name of the new department
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Department >> Description

Step	Action
(1)	Add a description to provide more details on the department

7. Personax Customer Admin >> Generic Parameters >> Add Department >> Status

Step	Action
(1)	You may click on the button to change status of the department to inactive
	- An active status means the department can be used in transactions on other pages - An inactive status means the department cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Department >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added department

9. Personax Customer Admin >> Generic Parameters >> Department >> Notification

Step	Action
(1)	A notification displays to indicate that the department setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Department >> Search

Step	Action
(1)	To edit a department, enter the department name in the search box

11. Personax Customer Admin >> Generic Parameters >> Department >> Search Icon

Step	Action
(1)	Click on the icon to search for department

12. Personax Customer Admin >> Generic Parameters >> Department >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Department >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the department
	You may click on the delete icon to delete department

14. Personax Customer Admin >> Generic Parameters >> Department >> Edit Department

Step	Action
	The ‘Edit department’ modal opens
	Edit the name, description or status of the Department

15. Personax Customer Admin >> Generic Parameters >> Edit Department >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Department >> Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

Generic Parameters

How To Setup A Division

Note

Division is a defined business segment provided by the company admin into the sysytem Eg: administration, business development etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Division’ tile

3. Personax Customer Admin >> Generic Parameters >> Division

Step	Action
	The ‘Division’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Division

Step	Action
(1)	To setup a new Division, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Division >> Name

Step	Action
	The ‘Add Division’ modal opens
(1)	Enter name of the new division
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Division >> Description

Step	Action
(1)	Add a description to provide more details on the division

7. Personax Customer Admin >> Generic Parameters >> Add Division >> Status

Step	Action
(1)	You may click on the button to change status of the division to inactive
	- An active status means the division can be used in transactions on other pages - An inactive status means the division cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Division >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added division

9. Personax Customer Admin >> Generic Parameters >> Add Division >> Notification

Step	Action
(1)	A notification displays to indicate that the division setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Division >> Search

Step	Action
(1)	A notification displays to indicate that the division setup has been saved successfully

11. Personax Customer Admin >> Generic Parameters >> Division >> Search Icon

Step	Action
(1)	A notification displays to indicate that the division setup has been saved successfully

12. Personax Customer Admin >> Generic Parameters >> Division >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Division >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the division
	You may click on the delete icon to delete the division

14. Personax Customer Admin >> Generic Parameters >> Edit Division

Step	Action
	The ‘Edit Division’ modal opens
	Edit the name, description or status of the division’

15. Personax Customer Admin >> Generic Parameters >> Edit Division >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Division >> Notification

Step	Action
(1)	A notification displays to indicate that the division setup has been saved successfully

Generic Parameters

How To Setup An Employee Type

Note

Employee Type is a defined employee group provided by the company admin into the system Eg: general staff, contract staff, part-time staff etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Employee Type’ tile

3. Personax Customer Admin >> Generic Parameters >> Employee Type

Step	Action
	The ‘Employee Type’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Employee Type

Step	Action
(1)	To setup a new Employee Type, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Employee Type >> Name

Step	Action
	The ‘Add Employee Type’ modal opens
(1)	Enter name of the new employee type
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Employee Type >> Description

Step	Action
(1)	Add a description to provide more details on the employee type

7. Personax Customer Admin >> Generic Parameters >> Add Employee Type >> Status

Step	Action
(1)	You may click on the button to change status of the employee type to inactive
	- An active status means the employee type can be used in transactions on other pages - An inactive status means the employee type cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Employee Type >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added division

9. Personax Customer Admin >> Generic Parameters >> Employee Type >> Notification

Step	Action
(1)	A notification displays to indicate that the employee type setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Employee Type >> Search

Step	Action
(1)	To edit an employee type, enter the employee type name in the search box

11. Personax Customer Admin >> Generic Parameters >> Employee Type >> Search Icon

Step	Action
(1)	Click on the icon to search for the employee type

12. Personax Customer Admin >> Generic Parameters >> Employee Type >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Employee Type >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the employee type
	You may click on the delete icon to delete the employee type

14. Personax Customer Admin >> Generic Parameters >> Edit Employee Type

Step	Action
	The ‘Edit Employee Type’ modal opens
	Edit the name, description or status of the employee type

15. Personax Customer Admin >> Generic Parameters >> Edit Employee Type >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Employee Type >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Holiday

Note

Holiday setup is created by the company admin into the system eg: New Year’s day, Christmas day, etc

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Holiday’ tile

3. Personax Customer Admin >> Generic Parameters >> Holiday Setup

Step	Action
	The ‘Holiday’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Holiday

Step	Action
(1)	To setup a holiday, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Holiday >> Name

Step	Action
	The ‘Add Holiday’ modal opens
(1)	Enter name of the holiday
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Holiday >> Date

Step	Action
(1)	Select the date of the holiday

7. Personax Customer Admin >> Generic Parameters >> Add Holiday >> Note

Step	Action
(1)	Enter additional info on holiday in the notes section

8. Personax Customer Admin >> Generic Parameters >> Add Holiday >> Save

Step	Action
(1)	Click on the button to save details of the newly added Holiday

9. Personax Customer Admin >> Generic Parameters >> Add Holiday >> Notification

Step	Action
(1)	A notification displays to indicate that the holiday setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Holiday Setup >> Search

Step	Action
(1)	To edit a holiday, enter the holiday name in the search box

11. Personax Customer Admin >> Generic Parameters >> Holiday Setup >> Search Icon

Step	Action
(1)	Click on the icon to search for holiday

12. Personax Customer Admin >> Generic Parameters >> Holiday Setup >> Search Results

Step	Action
(1)	The search result display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Holiday Setup >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the holiday
	You may click on the delete icon to delete the holiday

14. Personax Customer Admin >> Generic Parameters >> Holiday

Step	Action
	The ‘Edit Holiday’ modal opens
	Edit the details of the holiday setup

15. Personax Customer Admin >> Generic Parameters >> Holiday

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Holiday

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Location

Note

Location is a defined area provided by the company admin into the system. eg: Accra, Los Angeles, Lagos etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Location’ tile

3. Personax Customer Admin >> Generic Parameters >> Location

Step	Action
	The ‘Location’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Location

Step	Action
(1)	To setup a new location, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Location >> Name

Step	Action
	The ‘Add Location’ modal opens
(1)	Enter name of the location
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Location >> Description

Step	Action
(1)	Add a description to provide more details on the location

7. Personax Customer Admin >> Generic Parameters >> Add Location >> Status

Step	Action
(1)	You may click on the button to change status of the location to inactive
	- An active status means the location can be used in transactions on other pages - An inactive status means the location cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Location >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added Location

9. Personax Customer Admin >> Generic Parameters >> Location >> Notification

Step	Action
(1)	A notification displays to indicate that the location setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Location >> Search

Step	Action
(1)	To edit a location, enter the location name in the search box

11. Personax Customer Admin >> Generic Parameters >> Location >> Search Icon

Step	Action
(1)	Click on the icon to search for location

12. Personax Customer Admin >> Generic Parameters >> Location >> Search Results

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Location >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the location
	You may click on the delete icon to delete location

14. Personax Customer Admin >> Generic Parameters >> Edit Location

Step	Action
	The ‘Edit Location’ modal opens
	Edit the name, description or status of the location

15. Personax Customer Admin >> Generic Parameters >> Edit Location >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Location >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Position

Note

Position is a defined job title provided by the company admin into the system. eg: HR Manager, Sales Officer, Systems Engineer etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Position’ tile

3. Personax Customer Admin >> Generic Parameters >> Position

Step	Action
	The ‘Position’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Position

Step	Action
(1)	To setup a new position, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Position >> Name

Step	Action
	The ‘Add Position’ modal opens
(1)	Enter name of the new Position
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Position >> Description

Step	Action
(1)	Add a description to provide more details on the position

7. Personax Customer Admin >> Generic Parameters >> Add Position >> Status

Step	Action
(1)	You may click on the button to change status of the position to inactive
	- An active status means the position can be used in transactions on other pages - An inactive status means the position cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Position >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added Position

9. Personax Customer Admin >> Generic Parameters >> Add Position >> Notification

Step	Action
(1)	A notification displays to indicate that the position setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Position >> Search

Step	Action
(1)	To edit a position, enter the position name in the search box

11. Personax Customer Admin >> Generic Parameters >> Position >> Search Icon

Step	Action
(1)	Click on the icon to search for position

12. Personax Customer Admin >> Generic Parameters >> Position >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Position >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the position
	You may click on the delete icon to delete position

14. Personax Customer Admin >> Generic Parameters >> Edit Position

Step	Action
	The ‘Edit position’ modal opens
	Edit the name, description or status of the position

15. Personax Customer Admin >> Generic Parameters >> Edit Position >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Position >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Salary Grade

Note

Salary Grade is a defined pay level or salary range provided by the company admin into the system

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Salary Grade’ tile

3. Personax Customer Admin >> Generic Parameters >> Salary Grade

Step	Action
	The ‘Salary Grade’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Salary Grade

Step	Action
(1)	To setup a new salary grade, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Name

Step	Action
	The ‘Add Salary Grade’ modal opens
(1)	Enter name of the new salary grade
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Minimum Salary

Step	Action
(1)	Enter the Minimum Salary amount for this grade
	The minimum salary amount cannot be greater than the maximum salary amount
	This field is required *

7. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Maximum Salary

Step	Action
(1)	Enter the Maximum Salary amount for this grade
	The maximum salary amount must be greater than the minimum salary amount
	This field is required *

8. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Note

Step	Action
(1)	Provide more details on the salary grade in the Notes section
	This field is required *

9. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Status

Step	Action
(1)	You may click on the button to change status of the salary grade to inactive
	- An active status means the salary grade can be used in transactions on other pages - An inactive status means the salary grade cannot be used in transactions on other pages

10. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added salary grade

11. Personax Customer Admin >> Generic Parameters >> Add Salary Grade >> Notification

Step	Action
(1)	A notification displays to indicate that the salary grade setup has been saved successfully

12. Personax Customer Admin >> Generic Parameters >> Salary Grade >> Search

Step	Action
(1)	To edit a salary grade, enter the salary grade name in the search box

13. Personax Customer Admin >> Generic Parameters >> Salary Grade >> Search Icon

Step	Action
(1)	Click on the icon to search for salary grade

14. Personax Customer Admin >> Generic Parameters >> Salary Grade >> Search Result

Step	Action
(1)	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

15. Personax Customer Admin >> Generic Parameters >> Salary Grade >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the salary grade
	You may click on the delete icon to delete salary grade

16. Personax Customer Admin >> Generic Parameters >> Edit Salary Grade

Step	Action
	The ‘Edit Salary Grade’ modal opens
	Edit the details of the salary grade

17. Personax Customer Admin >> Generic Parameters >> Edit Salary Grade >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

18. Personax Customer Admin >> Generic Parameters >> Edit Salary Grade >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Section

Note

Section is a defined business segment provided by the company admin into the system eg: sales, operations etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Section’ tile

3. Personax Customer Admin >> Generic Parameters >> Add Section

Step	Action
	The ‘Section’ page opens
(1)	To setup a new Section, click on the button

4. Personax Customer Admin >> Generic Parameters >> Add Section >> Name

Step	Action
	The ‘Add Section’ modal opens
(1)	Enter name of the new section
	This field is required *

5. Personax Customer Admin >> Generic Parameters >> Add Section >> Description

Step	Action
(1)	Add a description to provide more details on the section

6. Personax Customer Admin >> Generic Parameters >> Add Section >> Status

Step	Action
(1)	You may click on the button to change status of section to inactive
	- An active status means the section can be used in transactions on other pages - An inactive status means the section cannot be used in transactions on other pages

7. Personax Customer Admin >> Generic Parameters >> Add Section >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added section

8. Personax Customer Admin >> Generic Parameters >> Add Section >> Notification

Step	Action
(1)	A notification displays to indicate that the section setup has been saved successfully

9. Personax Customer Admin >> Generic Parameters >> Section >> Search

Step	Action
(1)	To edit a section, enter the section name in the search box

10. Personax Customer Admin >> Generic Parameters >> Section >> Search Icon

Step	Action
(1)	Click on the close button icon to search for section

11. Personax Customer Admin >> Generic Parameters >> Section >> Search Result

Step	Action
	The search result details display in the grid
(1)	The Action column consists of the Edit and Delete action icons

12. Personax Customer Admin >> Generic Parameters >> Section >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the section
	You may click on the delete icon to delete section

13. Personax Customer Admin >> Generic Parameters >> Edit Section

Step	Action
	The ‘Edit Section’ modal opens
	Edit the name, description or status of the section

14. Personax Customer Admin >> Generic Parameters >> Edit Section >> Update

Step	Action
	You may click on the button to revert changes made
(1)	Click on the button to save the changes made

15. Personax Customer Admin >> Generic Parameters >> Edit Section >> Notification

Step	Action
(1)	A notification displays to indicate the update has been saved successfully

Generic Parameters

How To Setup A Unit

Note

Unit is a defined business segment provided by the company admin into the system eg: analysis, audit etc.

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the ‘Generic Parameters’ tile

2. Personax Customer Admin >> Generic Parameters

Step	Action
	The ‘Generic Parameters’ submenus page opens
(1)	Select the ‘Unit’ tile

3. Personax Customer Admin >> Generic Parameters >> Unit

Step	Action
	The ‘Unit’ page opens

4. Personax Customer Admin >> Generic Parameters >> Add Unit

Step	Action
(1)	To setup a new Unit, click on the button

5. Personax Customer Admin >> Generic Parameters >> Add Unit >> Name

Step	Action
	The ‘Add Unit’ modal opens
(1)	Enter name of the new unit
	This field is required *

6. Personax Customer Admin >> Generic Parameters >> Add Unit >> Description

Step	Action
(1)	Add description to provide more details on the unit

7. Personax Customer Admin >> Generic Parameters >> Add Unit >> Status

Step

Action

(1)

You may click on the

button to change status of unit to inactive

- An active status means the unit can be used in transactions on other pages

- An inactive status means the unit cannot be used in transactions on other pages

8. Personax Customer Admin >> Generic Parameters >> Add Unit >> Save

Step	Action
	You may click on the button to clear all details entered
(1)	Click on the button to save details of the newly added unit

9. Personax Customer Admin >> Generic Parameters >> Notification

Step	Action
(1)	A notification displays to indicate that the unit setup has been saved successfully

10. Personax Customer Admin >> Generic Parameters >> Unit >> Search

Step	Action
(1)	To edit a unit, enter the unit name in the search box

11. Personax Customer Admin >> Generic Parameters >> Unit >> Search Icon

Step	Action
(1)	Click on the icon to search for unit

12. Personax Customer Admin >> Generic Parameters >> Unit >> Search Result

Step	Action
	The search result details display in the grid
	The Action column consists of the Edit and Delete action icons

13. Personax Customer Admin >> Generic Parameters >> Unit >> Edit Icon

Step	Action
(1)	Click on the edit icon to edit the unit
	You may click on the delete icon to delete the unit

14. Personax Customer Admin >> Generic Parameters >> Edit Unit

Step	Action
	The ‘Edit Unit’ modal opens
	Edit the name, description or status of the unit

15. Personax Customer Admin >> Generic Parameters >> Edit Unit >> Update

Step	Action
	You may click on the button to revert changes made
(1)	click on the button to save the changes made

16. Personax Customer Admin >> Generic Parameters >> Edit Unit >> Update Notification

Step	Action
(1)	A notification displays to indicate that the update has been saved successfully

Reports

How To Preview A Report

Note

1. Personax Customer Admin >> Homepage

Step	Action
(1)	On the Personax Customer Admin homepage, select the 'Report’ tile

2. Personax Customer Admin >> Report >> Report Type

Step	Action
	The 'Report' page opens
(1)	To view a report, select the report type

3. Personax Customer Admin >> Report >> Report Name

Step	Action
(1)	Select the name of the report

4. Personax Customer Admin >> Report >> Sort

Step	Action
(1)	Select the criteria by which the report should be sorted

5. Personax Customer Admin >> Report >> All Categories

Step	Action
(1)	Check box to view all available categories on the report
	OR: Click here to view alternative
	Click here to continue steps

6. Personax Customer Admin >> Report >> Specific Categories

Step	Action
(1)	Uncheck box to select the specific categories to show on report
(2)	Select the range (from & to) for each category that you want to show on the report

7. Personax Customer Admin >> Report >> Preview

Step	Action
(1)	Click on the button to open report

8. Personax Customer Admin >> Report >> Open Report

Step	Action
	The report opens in the browser