00. User''''s Guide - HRM - Getting started tài liệu, giáo án, bài giảng , luận văn, luận án, đồ án, bài tập lớn về tất cả...
Fast Human Resources Online User's Guide Chapter - Getting started Mục lục Fast Human Resources Online User's Guide Chapter - Getting started 1 Common features of Fast Human Resources Online 2 Hints and Tips during Processing 2.1 Hints and Tips during Fast HRM Online Processing 2.1.1 Usable Browsers 2.1.2 Browser Settings 2.1.3 Common tasks in Fast HRM Online Hints and Tips in List Setting 11 3.1 Some special tasks 15 Hints and Tips in Voucher 15 4.1 Browser screen 15 4.2 Voucher grid view 17 4.3 Get data from excel spreadsheet file 18 4.4 Other Notes 18 Some common guide in reports 22 5.1 Common information in report form definition 25 Fast Human Resources Online User's Guide Chapter - Getting started Common features of Fast Human Resources Online System - Technology: Apply the cloud computing technology; - High performance speed in task, processing, reporting; - Web-based application: input data and view reports anywhere; - Enable to select base currency as Vietnamese dong or other currency; - Vietnamese and English (or other languages) interface Modules - System; - Human Resources Management; - Recruitment Management; - Training Management; - Appraisal Management; - Tool & Supply Issue; - Timekeeping; - Payroll and Personal Income Tax; - Insurance and Labor Contract Updated with latest legal regulations Fast Human Resources Online is always updated following latest legal regulations and other relevant documents Multi-unit data management Fast Human Resources helps to manage data of multiple units, view reports of each unit or of the whole company (all units) Security - System access by username and password; - Enable to assign the access right to each user or user group; - Enable to assign the access right to each department; - Enable to limit access right to each menu, window, field or task; - Assign the access right by task in transaction: view, add, edit, delete, print; - Assign the right to view, add, edit, delete details by each unit to each user; - Enable to limit IP Address, limit IP Address for Users, limit IP Address for User Groups; Flexibility Fast HRM Online supports many options to satisfy specific requirements of each business Utilities - Approve Annual Leave via SMS; Fast Human Resources Online 2/26 Fast Human Resources Online User's Guide Chapter - Getting started - Import data from spreadsheet templates (Excel); - Enable to copy voucher; - Enable to restore password; - Self Services Center Information Hints and Tips during Processing 2.1 Hints and Tips during Fast HRM Online Processing 2.1.1 Usable Browsers The browsers and versions recommended for Fast HRM Online running well; however, you can upgrade to newer versions 2.1.2 - - Internet Explorer 8.0 (or higher) - - Firefox 3.6 (or higher) - - Chrome 9.0 (or higher) - - Safari 5.0 (or higher) - - Opera 11.0 (or higher) Browser Settings Firefox – Incorrect display stretching When using Firefox, if the display stretching is incorrect (as the above image) – because of Firefox error – adjust browser options as following steps: - Enter Menu/Tools/Options/ - Select Advanced/Browsing - Uncheck “Use hardware acceleration when available” - Exit Firefox and open it again Fast Human Resources Online 3/26 Fast Human Resources Online User's Guide Chapter - Getting started Using the Unicode character set When using Vietnamese keyboard or keyboard driver for the task, we recommend you always set the "Character Set" to Pre-compound Unicode In case of using Compound Unicode, some display errors will appear when print to pdf file Example h r t r i isp s t Use “Check item code” function In some browsers having “Check spelling” function as Chrome, it is required to disable this function for the “Check item code” function to process correctly This is an optional function 2.1.3 Common tasks in Fast HRM Online Login a working session Fast HRM Online is designed as web application; therefore, a browser, in a using period, is considered as a working session In case of temporarily stop working, you should sign out to exit the working session Otherwise, the system will auto disconnect in a short time (defined in system configuration) At that time, you have to sign in again to continue working Fast Human Resources Online 4/26 Fast Human Resources Online User's Guide Chapter - Getting started Note: A user can only sign in Fast HRM Online once - If the user (already sign in) wants to sign in another computer (or browser), it is required to sign out; - Closing the browser does not mean signing out the system At that time, you have to wait for working session finish (now defined 20 minutes) to sign in again; - In a client, only user can sign in If that user wants to sign in another client (or browser), the system will ask if that user want to sign out the current session or not If yes, the previous session will be completely invalidated - Remember to check Caps Lock button when keying password because the login password is case-sensitive Besides, check Vietnamese typing program if it is configured as requirement (according to each typing program, user‟s typing way) In case “Number of days required to change password” defined in system optional parameter is over, the system will require user to change password Reset Password In case of forget password, click on “Forgot Password?” in Login screen to reset password Fast Human Resources Online 5/26 Fast Human Resources Online User's Guide Chapter - Getting started Enter your Account ID as “Name” and your Email Address defined in User Maintenance as “Email” If you can not see the characters in the picture, click on “Reload” to get a new one Click on “OK”, if you enter a valid Account ID and Email Address, you will receive a link to retrieve your password online via email after submitting this form The program will release a message: “Please check your email, We have sent you an email with a link for you to reset your password Don't forget to also check your Junk/Bulk folder in case you don't get our email on time.” A temporary password will be sent to user via email Check email and follow the directions Note: Password retrieved is temporary Follow the directions to change password before logging in the system Login English interface To work in English interface, when log in Fast HRM Online, you can select “Tiếng Việt” or “English” Fast Human Resources Online 6/26 Fast Human Resources Online User's Guide Chapter - Getting started During working session, if it is required to change, click “Sign Out” at the top right of the working screen Open New Window/Tab To process many tasks at the same time (multi-task) when necessary, you can: - Copy the address of current page, open a new browser tab or window, paste it in the address field and open it; - In FireFox, Chrome and Opera: right-click on menu and select “Open in New Tab” or “Open in New Window”; - In IE (Internet Explorer): right-click on the menu icon and select “Open in New Tab” or “Open in New Window” Fast Human Resources Online 7/26 Fast Human Resources Online User's Guide Chapter - Getting started Moving cursor Fast HRM Online support the Enter and Tab key to facilitate the operation of the users who are familiar with Windows interfaces Working with code fields In fields required codes from list, if you not type the "like" value or type the incorrect value, then press "Enter", the system will show the whole items in list If you type the "like" value, the system will show the items which meets the "like" string only Press Page Up or Page Down to search to required item, press "Enter" to return code value to inputting field In case you have not typed any character, press Page-down to show all items in list To optional fields, you can press "Enter" to pass Note: To "Autocomplete" function (in list lookup), the priority is to search in "Description/Name" field, then in code field It follows the "contain" rule because all code and name fields with the search "string" will be shown in the result If you want to search for the code beginning with the keyed-in string, key in the required string and % mark For example: If you want to look up customer ID beginning with KH, key in the "customer ID" field the string "KH%" Copy a paragraph or character Fast Human Resources Online 8/26 Fast Human Resources Online User's Guide Chapter - Getting started To copy a paragraph in web interface, right-click on the desired object, select cut, copy, paste or delete This function should only be used in some browsers without Ctrl + C and Ctrl + V functions (as some browsers in cell phone) When working in PC, it is more convenient to use hot key Ctrl + C, Ctrl + V View the complete titles of columns in grid The titles of columns in grid may be so long, when we reduce the column width, some letters disappear and are replaced by three dots (…) To view the complete titles, scroll to the three dots “…” mark Calculation in number fields In Fast HRM Online, we can make the simple calculation; place the cursor at a number field and press the “+ - x /” operations to activate the calculation; when having the desired number, press enter Fast Human Resources Online 9/26 Fast Human Resources Online User's Guide Chapter - Getting started Common tasks in date fields To input the date in data entry, we can directly key in or select from the system by clicking on the icon at the right of date fields In the calendar screen , we can select the day only To choose the month, use the left and right arrows In case of selecting in many months and rs, i k on month, r r ( t th mi of rro s), n select the year After that, we can select the month Thus, at the date field, we can select by following order: 01 Date, month, year 02 Month, year 03 Year - 10 years 04 Month, year 05 Date, month, year Fast Human Resources Online 10/26 Fast Human Resources Online User's Guide Chapter - Getting started To view the next page, click “ , to back to the previous page, click “ ” To view the next page number list, click “ ” Define items per page To define number of items (records) to be viewed in each page, you can select one in following default numbers: 5, 10, 15, 20, and 25 Besides, there are some other tasks in main screen such as: Ascending or descending sort In the list screen, click “ ” icon on title bar of any column, then select to sort by column ascending or descending Or click on the title of a column, that column will be auto-sorted ascending “ ” or descending “ ” Filter You can limit number of records to be viewed in list screen by filter conditions Filter conditions depend on list content They are usually “Code” and “Description” fields The first field is default In the list screen, click “ ” icon on title bar of any column, then click , Enter the filter expression such as: equal (=), greater than (>), greater than or equal (>=), less than (