Managing Personnel in Payroll Summary

Managing Personnel in Payroll Summary

Purpose

  1. To explain how to update personnel in the Payroll Summary for NFIRS Fire Incidents.


Video







Directions


Notes
Within incident reporting, it is possible to track additional payroll information with the Payroll Summary. 

1. From within the Incident Report select on the Payroll Summary section.

For information on how to enable the Payroll Summary section in a Fire Incident report see this article:  Enabling Payroll Summary


From within the Incident Report select on the Payroll Summary section.



2. To add personnel to the Payroll Summary select the +Add button.





3. From the Payroll Summary modal select the Personnel and enter other pertinent information then select Create.

For information on creating Activity Types see this related article:  Personnel Setup - Activity Types

From the Payroll Summary modal select the Personnel and enter other pertinent information then select Create.



4. From the Actions column you can edit, reset date and times or delete persons from the payroll summary.


From the Actions column you can edit, reset date and times or delete persons from the payroll summary.



5. If you wish to edit a persons payroll summary select on the pencil icon.

A payroll summary modal will populate of the person selected.


If you wish to edit a persons payroll summary select on the pencil icon.



6. Select this icon if you wish to reset the date and time.


Select this icon if you wish to reset the date and time.



7. When selected a warning modal will populate to confirm or cancel the reset date and time.


When selected a warning modal will populate to confirm or cancel the reset date and time.



8. Select on the trash can icon if you wish to delete that person.


Select on the trash can icon if you wish to delete that person.



9. When selected a warning modal will populate asking if you are sure to delete this record.


When selected a warning modal will populate asking if you are sure to delete this record.



10. Utilizing the check boxes will enable the bulk actions.

Selecting the top check box will select all displayed personnel on the screen.


Utilizing the check boxes will enable the bulk actions.



11. Select the trash can icon to bulk delete the selected personnel.


Select the trash can icon to bulk delete the selected personnel.



12. A warning modal will populate confirming if you wish to delete.


A warning modal will populate confirming if you wish to delete.



13. To reset date and time on selected personnel then select the reset icon.


To reset date and time on selected personnel then select the reset icon.



14. A warning modal will display asking if you are sure you want to reset date and time.


A warning modal will display asking if you are sure you want to reset date and time.



15. Select on the Update icon to bulk update the selected personnel.


Select on the Update icon to bulk update the selected personnel.



16. From the Payroll Mass Update modal select on which fields you wish to edit utilizing the dropdown list.

Select each field then select anywhere outside the box to apply those selected fields.


From the Payroll Mass Update modal select on which fields you wish to edit utilizing the dropdown list.



17. If utilizing the list view select which fields to edit then select apply.


If utilizing the list view select which fields to edit then select apply.



18. Now a Payroll Summary modal will appear with all selected fields to manage then select Update.


Now a Payroll Summary modal will appear with all selected fields to manage then select Update.


    • Related Articles

    • Adding Personnel to the Payroll Summary within Activities

      Purpose To explain how to add personnel to an existing event for Payroll Summary within the Activities module. Related Articles Updating Personnel in Payroll Summary within Activities Enabling Payroll Summary within Activities Video Directions 1. ...
    • Updating Personnel in Payroll Summary within Activities

      Purpose To demonstrate how to update Payroll Summary for personnel within the Activities module. Related Articles Adding Personnel in Payroll Summary within Activities Enabling Payroll Summary within Activities Video Directions 1. Navigate to the ...
    • Activities: Payroll Summary Tab

      Purpose To explain the features and demonstrate how to edit or delete the Payroll Summary tab within Activities module. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New ...
    • Activities: Payroll Summary Tab

      Purpose To explain the features and demonstrate how to edit or delete the Payroll Summary tab within Activities module. Related Articles Methods to Create New Event within Activities Activities: Creating New Event / Event Tab Activities: Creating New ...
    • Activities: Enabling Payroll Summary

      Purpose To demonstrate on how to enable the Payroll Summary within the Activities module. Related Articles Adding Personnel to the Payroll Summary within Activities Updating Personnel in Payroll Summary within Activities Video Directions 1. Click on ...