SmartBooks.HRM Guideline
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  • SOME DEFINITIONS
  • GENERAL GUIDANCE
    • General interface
    • Instructions to create data
    • Instructions to edit data
    • Instructions to delete data
    • Instructions to export data from the grid into Excel files
    • Instructions to export the Report file
    • The effect of the REFRESH button is on the software
    • Instructions to changing Languages
    • The Utility Group the Data on grid
    • The Utility Filter Data on the grid
  • INSTRUCTION TO LOG IN - LOG OUT - EXIT THE SOFTWARE
  • GENERAL SETTINGS MODULE
    • GENERAL SETTINGS MODULE
    • Company information
    • Structure of the Departments, Divisions in the enterprise
    • The Create / Adjust Position Item
    • The Create / Adjust Position Type Item
    • The Create/ Adjust Job Titles Item
    • The Create/ Adjust Labor Contract Item
    • The Create/ Adjust Contract Process Item
    • The Create/ Adjust leave type Item
    • The Create/ Adjust Regions Item
    • The Create/ Adjust Hospital Item
    • The Create/ Adjust Hazards Item
    • The Create/ Adjust Job Code Item
    • The Users List Item
    • The Register User Permission Item
    • The Item of Create/ Adjust holiday or leave
    • The Item of Create/ Adjust working shift for the company
  • EMPLOYEE INFORMATION MANAGEMENT MODULE
    • The Employee Information Item
    • The Item of Family Information and Employees enjoy the baby regime
    • The Item of Changing employees’ location between Departments/ Groups…
    • The Item of Position change
    • The Resignation Item
    • The Disabled Employees List Item
    • The Disciplinary violations management Item
    • The Item of Protective Clothing Distribution
  • TIMEKEEPING MODULE
    • Instruction to register overtime
    • Shifts registration for employees
    • Instructions to Get Data from Timekeeping Machine
    • Instructions to register the Outgoing Employee information
    • Maternity Registration Instructions
    • Instructions to register for Leave one or half day
    • Instruction to Register for Leave by hour
    • Instructions to Timekeeping Calculation
    • Instructions for checking Unusual timekeeping
  • THE SALARIES CALCULATATION MODULE
    • List of Dependents Item
    • Setup The Pay Grade
    • Setting the workmanship Group, Level
    • Registration A Pay Grade for Employees
    • Register the workmanship level for employees
    • Fixed Salary Item
    • Amounts Generated (Increase / Decrease)
    • The Contract Management Item
    • Salary calculation
  • INSURANCE MODULE
    • Social Insurance Books Management
    • Health insurance Card Management
    • Insurance Report
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On this page
  • Section Content
  • Method of creating data directly on the software interface
  • Create data from the Excel template file
  • Step 1: Get template file
  • Step 2: Typing information in the template file
  • Step 3: Import data from template file in to software

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  1. GENERAL GUIDANCE

Instructions to create data

PreviousGeneral interfaceNextInstructions to edit data

Last updated 4 years ago

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Section Content

Instruct users on how to create data such as employee information, maternity data, the shift data, leave registration data, etc.

Method of creating data:

  • Typing the information directly in the software interface: This method is suitable when creating data for a small number of employees or the data is being saved as paper documents.

  • Create from Excel template file: This method is suitable for creating data for a large number of employees, and the data is saved in excel file format.

Method of creating data directly on the software interface

On the toolbar, follow these steps: (1) Typing the information -> (2) Click Save button to save the data to software. Figure II.2.1

Noted:

  • Information with red color and asterisk * are required to input data.

Create data from the Excel template file

The steps are as follows: Take the sample file from the software -> Typing information in the template file and save -> Import the data from the template file into the software.

Step 1: Get template file

Follow the steps as shown in Figure II.2.2

  • (2): Select a folder to save the file. The default template file name is ImportGeneralExcel.xlsx (can rename the template file to suit users)

  • (3): Click Save to save template file.

Noted:

Regulations on folders name or template file names: English or Vietnamese without spaces and no accent. Example: FileMau.xlsx, DangKyTangCa.xlsx…

Step 2: Typing information in the template file

Typing information in the template file was taken in part a.

Example: Typing the overtime registration information (Figure II.2.3)

Regulations Typing information in the template file

  • Do not insert columns or lines in the template file.

  • Do not blank lines between the two information lines. If the line is blanked, the information of the lines below the blank line will lose.

  • The columns containing the red title cell are required to fill in information.

  • Example of the incorrect information input: (Figure II.2.4) This is a common user error (the red frame and the red X letter)

Step 3: Import data from template file in to software

Follow the steps as shown in Figure II.2.5

  • (2): Find the template file, then click to the template file.

  • (3): Click Open. (It can ignore step 3 if double-click the template file).

After steps 2 and 3, the data will be displayed on the grid of software as Figure II.2.6

Noted:

In the case: After click Save, the software displays a message of failure. Checked the input errors in the Input Checking column (Figure II.2.6).

Icon is flashing: After clicking the Save button, if this icon flashes that mean the software has detected an error and user need to additional information into box where it appears.

(1): Click to get template file.

(1): Click button to import data from the template file.

(4): Click button to save data to the software. Finished creating data with Excel file

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