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VEC Limited Oopay User Manual
Dashboard
How to view the dashboard
Employee
Add an Employee
Add Employee Manually
How to assign Employing Entity to a newly added employee
View Employee File
Manage Employee Bank Accounts
Terminate Employees
Reactivating an Employee
Add Qualifications to Business and employees
How to setup a recurring deduction for an employee
How to update pay rates
How to add Pay Run Inclusion
Deductions – IRD Arrears
How to setup additional student loan
How to update the secondary location of an employee
Leaves
How to view leave request pushed from Employment Hero
Create Leave Request
Advance Leave Taken
Manage Leave Request - Approve, Decline, edit and Cancel
Leave Calendar
How to apply & remove an approved Leave to/from a Payrun
Alternative Holiday Leave
Holiday Pay calculations workbook
Leave Accruals
Pay as you go 8%
Timesheets
How to create Timesheets
How to View, edit and delete timesheets
How to approve Timesheets
How to Enter Breaks in timesheets
Compare Rostered Shifts to Timesheets when approving
How to check the Photos taken
How to setup advance work pattern
Rostering
Creating shifts
Publishing & Unpublishing shifts
Deleting, copying and editing shifts
Rostering - Actions: Employee, Recalculate Costs, Export & Print
Rostering - Actions: Copy Shifts
Rostering - Actions: Rosters Warnings
Rostering - Actions: How to create & apply Rosters Template
Employee Roster Roles
Expense Claims
How to create Expense Claims
Approving Expense Claims
Workzone App (As Manager)
How to download Workzone App and how to log in
How to view leave requests & approve them
How to view Timesheets
WorkZone : How manager can approve Timesheets
How to view Rosters
How to view expense claim requests & approve them
Workzone App (As an Employee)
How to download Workzone App and how to log in
How to file Leave Request
How to view assigned Rosters
How to view Timesheets
How to file expense claim requests
How to apply Public Holiday worked and not worked in the timesheets
Pay Run
Create a New Pay Run & Finalise the Payrun
Edit Pay Run
Sending Pay Slip Notifications
How to download the BECS file
How to download payroll journal
Fetch payroll - Manually fetch payroll journal in to Odoo from Keypay
Pay Event
How to lodge Pay Day to IRD
Business Settings
Business Details
Payment Files
IRD Settings
Payslip Settings
Employing Entities Settings
Payroll Settings
Pay Schedules
Pay Categories
Leave categories
Deduction Categories
How to Restore Deleted Items
"Chart of accounts - How to create Location Specific Accounts & Wages related G/L account and map it in Oopay"
How to add new Locations and assign employees
How to Add a new Leave Category
How to Add a new Pay Category
How to Add a new deduction category
How to Add a new expense category
Timesheets Settings
Manage Users: Full Access(HR Admin) & Restricted Access(Manager)
How to create Employee Group and assign it to a Manager then giving the Manager's access
Employee Portal & Workzone App Settings
How to Grant & revoke employee access to Oopay Portal
Rostering Settings
How to customize Email Notification Templates
How to Update Employees' Pay Rates in bulk
How to add Roster Warning Rules
Leave Allowance Templates
How to update Regional anniversary day for Public Holidays
Business Management Settings
Manage Users
Employee Portal Access
Advanced Settings
Advanced Settings
Reports
Reports Overview
Payroll Reports
Employee Reports
Attendance Reports
Live-view with Geolocation Report
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