Activities: Payroll Summary Tab

Purpose

To explain the features and demonstrate how to edit or delete the Payroll Summary tab within Activities module.

1. Start within an Event.

Payroll Summary tab can be edited after an Event has been created or while creating a new Event.

2. Click on Payroll Summary.

3. The columns to be displayed.

From the dropdown select what columns appear.

4. Column features.

Any column with underline can be sorted in ascending/descending order.

5. From the Actions column.

Select on the pencil icon to edit the attendees payroll summary.

6. Editing Payroll Summary.

Choose what field or fields to edit then select Save.

7. Mass Updating.

Select on all or multiple persons with the check boxes to Mass Update.

8. Click on Field to Update: (required).

From the dropdown select what field or fields to update.

9. Click on Continue.

Once the fields have been selected select continue.

10. Editing Payroll Mass Update.

Edit the fields selected then select Update.

11. Click on Save.

12. Indication alert.

After clicking save a green indication alert will appear in the bottom left corner.

13. Deleting personnel.

There are two options to delete:

By selecting the Trash can icon to the far right.
Bulk deleting by using the check box for multiple or all then selecting the trash can icon to the left of Add / Update.

14. Click on Are you sure to delete this record?

First Due will then confirm if you want to delete the records.

15. Indication alert.

A green indication alert will appear in the bottom left corner.

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