Bonus Point Encashment

Accessing the Bonus Point

1. Navigate to Payroll:
   • On the left side menu, click on Payroll.
   • Select Encashments & Reimbursements from the dropdown list.
   • Switch to the Bonus Encashments tab.
2. The Bonus Point Encashment page displays a list of all encashment entries in a table format.

Working with the Bonus Point Encashment Table

The Bonus Point Encashment table provides a detailed view of all defined encashments, with columns for:

• Title: The title or description of the encashment.
• Employee: The employee receiving the encashment.
• Points: The total points being encashed.
• Encashment Amount: The amount received for the encashment.
• Status: Indicates whether the encashment is approved, pending, or rejected.
• Actions: Buttons to view, edit, or delete the encashment entry.

Filtering and Grouping Bonus Point Encashments

• Filter Bonus Point Encashments: Click on the Filter button to narrow down encashments based on specific criteria such as employee, status, or date.
• Group By: Use the Group By feature to organize encashments by categories like status or employee.

Creating a New Bonus Point Encashment

1. Click on the + Create button at the top-right corner of the Bonus Point Encashment page.
2. Fill in the encashment details:
   • Title: Enter the title or description of the encashment.
   • Employee: Select the employee receiving the encashment.
   • Points: Enter the total points being encashed.
   • Encashment Amount: Enter the amount for the encashment.
   • Description: Provide a detailed description of the encashment.
   • Attachments: Upload any relevant documents.
3. Save the encashment by clicking the Save button.

Editing and Deleting Bonus Point Encashments

• To Edit a Bonus Point Encashment: Click the Edit icon next to the encashment in the Actions column. Make the necessary changes and save.
• To Delete a Bonus Point Encashment: Click the Delete icon next to the encashment in the Actions column. Confirm the deletion.

Exporting Bonus Point Encashments

• Go to the Actions menu in the Bonus Point Encashment section.
• Select Export and choose the desired format (e.g., CSV, PDF).
• Download the file to save a copy of the encashment details.

Leave Encashment

Accessing the Leave Encashment Section

• Navigate to Payroll:
  • On the left side menu, click on Payroll.
  • Select Encashments & Reimbursements from the dropdown list.
  • Switch to the Leave Encashments tab.
• The Leave Encashment page displays a list of all encashment entries in a table format.

Working with the Leave Encashment Table

The Leave Encashment table provides a detailed view of all defined encashments, with columns for:

• Employee: The employee requesting the leave encashment.
• Date: Encashment affected payroll date.
• Title: The title of the leave encashment.
• Amount: The amount received for the leave encashment.
• Leave Type: The type of leave being encashed (e.g., Casual Leave, Sick Leave).
• Available Days to Encash: The number of leave days available for encashment.
• Carryforward to Encash: The number of leave days carried forward for encashment.
• Status: Indicates whether the encashment is approved, pending, or rejected.
• Description: Additional details provided for the leave encashment.
• Comment: Remarks or comments regarding the leave encashment.
• Actions: Buttons to view, edit, or delete the encashment entry.
• Confirmation: The approve and reject buttons.

Filtering Leave Encashments

• Filter Leave Encashments: Click on the Filter button to narrow down encashments based on specific criteria such as employee, status, or date.

Creating a New Leave Encashment

• Click on the + Create button:
  • Located at the top-right corner of the Leave Encashment page.
• Fill in the leave encashment details:
  • Title: Enter the title or description of the leave encashment.
  • Type: Select the encashment type, typically Leave Encashment.
  • Employee: Select the employee requesting the leave encashment.
  • Allowance on: Enter the date of the encashment (e.g., 08/29/2024).
  • Leave Type: Select the type of leave being encashed.
  • Available Days: Enter the number of leave days available for encashment.
  • Carry Forward Days: Enter the number of leave days carried forward for encashment.
  • Description: Provide a detailed description of the leave encashment.
• Save:
  • Click the Save button to save the leave encashment record.

Editing and Deleting Leave Encashments

• To Edit a Leave Encashment: Click the Edit icon next to the encashment in the Actions column. Make the necessary changes and save.
• To Delete a Leave Encashment: Click the Delete icon next to the encashment in the Actions column. Confirm the deletion.