NERIS Documentation - Payroll Summary

NERIS Documentation - Payroll Summary

Purpose

  1. The purpose of this article is to demonstrate the Payroll Summary section when completing a fire report.

Video



Directions


1. Navigate to the Payroll Summary section within the fire report.


Navigate to the Payroll Summary section within the fire report.



2. To begin documenting personnel select on the +Add button.





3. From the modal you are able to enter pertinent information.
  1. Personnel
  2. Time In, Out, and Total
  3. Activity Type
  4. Stipend
  5. Pay Rate
  6. Point Total


From the modal you are able to enter pertinent information.



4. Using the dropdown or list view to select the Personnel to add to Payroll Summary.


Using the dropdown or list view to select the Personnel to add to Payroll Summary.



5. Select in any of the Time fields to manage date and time.


Select in any of the Time fields to manage date and time.



6. Select each field within Date and Time then using the push buttons or your keyboard to enter the data then select Apply.
  1. You can use the Today button to auto fill the current date, time will still need to be entered.


Select each field within Date and Time then using the push buttons or your keyboard to enter the data then select Apply.



7. To reset any date and time fields select on the reset icon.





8. If resetting the time a warning will display, select Confirm to reset.


If resetting the time a warning will display, select Confirm to reset.



9. From the Activity Type use the dropdown or list view to select the activity type for this incident.
Info
Activity Types are custom types built by your administration within the Personnel Setup.


From the Activity Type use the dropdown or list view to select the activity type for this incident.



10. Stipend, Pay Rate, and Point Total are all numeric fields.


Stipend, Pay Rate, and Point Total are all numeric fields.



11. Using the Description field to document any additional information for this persons Payroll Summary.


Using the Description field to document any additional information for this persons Payroll Summary.



12. When completed with entering information select on the Create button.


When completed with enter information select on the Create button.



13. Once personnel are in the Payroll Summary grid you are able to manage personnel within the Actions column.
  1. Pencil icon - allows you to edit any information.
  2. Reset icon - allows you to reset date and time.
  3. Trashcan icon - allows you to delete personnel.


Once personnel are in the Payroll Summary grid you are able to manage personnel within the Actions column.



14. You can also manage personnel in bulk by selecting the check box next to their names then utilizing the icons next to the +Add button.
  1. Update button - allows to update fields to personnel in bulk.
  2. Reset icon - allows you to reset date and time in bulk.
  3. Trashcan icon - allows you to delete personnel in bulk.





15. When selecting the bulk Update button, from the Fields to edit field use the dropdown or list view to select which fields to bulk update for all selected personnel.


When selecting the bulk Update button, from the Fields to edit field use the dropdown or list view to select which fields to bulk update for all selected personnel.



16. Choose which fields you wish to bulk update, when using the dropdown click outside the box to apply choices.


Choose which fields you wish to bulk update, when using the dropdown click outside the box to apply choices.



17. Once all fields are selected you are able to again select on personnel you wish to edit those chosen fields then select Continue.


Once all fields are selected you are able to again select on personnel you wish to edit those chosen fields then select Continue.



18. From the Payroll Summary modal you can now edit all the fields you have chosen, when completed select the Update button to complete the mass update.


From the Payroll Summary modal you can now edit all the fields you have chosen, when completed select the Update button to complete the mass update.



19. Resetting date and time fields either in bulk or from the Actions column will populate a warning.


Resetting date and time fields either in bulk or from the Actions column will populate a warning.


  1. From the warning, if you wish to reset the date and time then select the Confirm button.


From the warning, if you wish to reset the date and time then select the Confirm button.



20. Deleting personnel either in bulk or from the Actions column will populate a warning.


Deleting personnel either in bulk or from the Actions column will populate a warning.


  1. From the warning, if you wish to delete then select the Yes, delete button.


From the warning, if you wish to delete then select the Yes, delete button.



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