6.1 Notes

Select Notes from the Report menu to call up the Note Register Parameters dialog window.


(Note Register Parameters Dialog Image)
Figure 6.1.0.1 -- Note Register Parameters Dialog


Fill in the appropriate date and cost centre information and click on the button marked 'OK' to continue. To quit, click 'Cancel'. Once the parameters have been defined, the Payroll Notes dialog will appear, containing all the notes for the specified date range and cost centres.


(Payroll Notes Dialog Image)
Figure 6.1.0.2 -- Payroll Notes Dialog


6.1.1 Adding a New Note

In order to add a new note, the Payroll Notes dialog window must be active. Once this requirement has been filled, select New from the File menu, or type in the keyboard command equivalent <cmd-N> to call up the Employee Note dialog window.


(Employee Note Dialog Image)
Figure 6.1.1.1 -- Employee Note Dialog


Fill out the dialog as follows:

a) Date- Type in the appropriate date in the Date field in the format YY/MM/DD. The alternate format YY.MM.DD is also acceptable.

b) Employee- Click on the field to select the employee that the note concerns.

c) Note- Type in the body of the note.


6.1.2 Editing and Deleting Notes

In order to edit or delete a note, the Payroll Notes dialog window must be active. Once this requirement has been filled, double-click on the information line of the note that is to be changed to open the Employee Note dialog window

(Employee Note Dialog Image)
Figure 6.1.2.1 -- Employee Note Dialog


To edit a value in any field, either <Tab> to or click on the field in question and type in the new value.

In order to delete a note, click on the 'Delete' button. You will be prompted to confirm that you want to discard the note. Click 'Delete' again to erase it or 'Cancel' to abort the operation.

To exit from the Payroll Notes window, select Close from the File menu, or type in the keyboard command equivalent, <cmd-W>, or click in the small box in the upper left corner of the window.