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VEC Limited Oopay User Manual
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VEC Limited Oopay User Manual
VEC Limited Oopay User Manual
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25/08/2023
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Dashboard
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How to view the dashboard
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Employee
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Add an Employee
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Add Employee Manually
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How to assign Employing Entity to a newly added employee
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View Employee File
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Manage Employee Bank Accounts
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Terminate Employees
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Reactivating an Employee
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Add Qualifications to Business and employees
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How to setup a recurring deduction for an employee
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How to update pay rates
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How to add Pay Run Inclusion
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Deductions – IRD Arrears
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How to setup additional student loan
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How to update the secondary location of an employee
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Leaves
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How to view leave request pushed from Employment Hero
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Create Leave Request
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Advance Leave Taken
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Manage Leave Request - Approve, Decline, edit and Cancel
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Leave Calendar
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How to apply & remove an approved Leave to/from a Payrun
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Alternative Holiday Leave
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Holiday Pay calculations workbook
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Leave Accruals
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Pay as you go 8%
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Timesheets
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How to create Timesheets
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How to View, edit and delete timesheets
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How to approve Timesheets
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How to Enter Breaks in timesheets
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Compare Rostered Shifts to Timesheets when approving
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How to check the Photos taken
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How to setup advance work pattern
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Rostering
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Creating shifts
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Publishing & Unpublishing shifts
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Deleting, copying and editing shifts
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Rostering - Actions: Employee, Recalculate Costs, Export & Print
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Rostering - Actions: Copy Shifts
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Rostering - Actions: Rosters Warnings
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Rostering - Actions: How to create & apply Rosters Template
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Employee Roster Roles
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Expense Claims
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How to create Expense Claims
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Approving Expense Claims
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Workzone App (As Manager)
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How to download Workzone App and how to log in
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How to view leave requests & approve them
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How to view Timesheets
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WorkZone : How manager can approve Timesheets
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How to view Rosters
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How to view expense claim requests & approve them
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Workzone App (As an Employee)
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How to download Workzone App and how to log in
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How to file Leave Request
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How to view assigned Rosters
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How to view Timesheets
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How to file expense claim requests
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How to apply Public Holiday worked and not worked in the timesheets
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Pay Run
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Create a New Pay Run & Finalise the Payrun
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Edit Pay Run
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Sending Pay Slip Notifications
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How to download the BECS file
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How to download payroll journal
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Fetch payroll - Manually fetch payroll journal in to Odoo from Keypay
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Pay Event
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How to lodge Pay Day to IRD
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Business Settings
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Business Details
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Payment Files
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IRD Settings
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Payslip Settings
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Employing Entities Settings
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Payroll Settings
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Pay Schedules
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Pay Categories
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Leave categories
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Deduction Categories
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How to Restore Deleted Items
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"Chart of accounts - How to create Location Specific Accounts & Wages related G/L account and map it in Oopay"
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How to add new Locations and assign employees
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How to Add a new Leave Category
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How to Add a new Pay Category
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How to Add a new deduction category
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How to Add a new expense category
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Timesheets Settings
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Manage Users: Full Access(HR Admin) & Restricted Access(Manager)
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How to create Employee Group and assign it to a Manager then giving the Manager's access
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Employee Portal & Workzone App Settings
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How to Grant & revoke employee access to Oopay Portal
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Rostering Settings
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How to customize Email Notification Templates
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How to Update Employees' Pay Rates in bulk
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How to add Roster Warning Rules
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Leave Allowance Templates
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How to update Regional anniversary day for Public Holidays
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Business Management Settings
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Manage Users
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Employee Portal Access
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Advanced Settings
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Advanced Settings
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Reports
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Reports Overview
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Payroll Reports
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Employee Reports
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Attendance Reports
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Live-view with Geolocation Report
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