The post Committee Module Home Page appeared first on MiBase New Zealand.
]]>There are two parts to this module.
- The yellow sections, which are free for everyone, include a page where toy libraries can add all their legal information and a page to list all committee members and their details including who has keys or bank access.
- The orange sections are the paid premium module and these include a page to add timesheets for your committee members and a page to add any events and meetings, including the minutes, that is held by the library.
If your library has purchased the premium module, the Home page will display these activities however if no premium module has been purchased the Home page will have no need to display anything.
If you are interested in the Committee premium module, feel free to contact us or read more on the Premium Module Page.
To start using the Committee module, go to Setup -> Committee
Free Module Home Page
This home page will be blank, except for the module information in the blue box.
Premium Module Home Page
This Home page will feature the current month’s activities and the Meetings and Events calendar for the current month and the two next months.
At the beginning of each month, the month heading will update and the information recorded here will be removed ready for the new month’s recorded information. This information, although removed from the Home page, will still be listed on their relevant pages.
If you have added any events or meetings you will see different colours for each different type. Clicking the date will display the event or meeting’s information.
It is also possible to click the information to expand and see the complete event’s details with also a link to any documents attached.
On the left of the Home page, you can see five buttons. As explained above, the yellow buttons are part of the free module, the orange is the premium paid module.
- Home Page: clicking this will bring you back to the home page as shown above.
- Toy Library Legal: this page will list the legal information for your library including registration numbers and links to relevant websites
- Committee: this page is where you add your committee members, as well as edit or resign them and see who has bank access, a key, access to the admin website, and more
- Timesheet: this page is where you add new timesheets for each committee member as well as see timesheets for all the committee
- Meeting and Events: This page is where you add all events, meetings, fundraisers, etc that are held for your library. Any documents related to the event, such as meeting minutes, can also be added
The five buttons will appear on each of the pages so the admin will not need to visit the home page to access them.
Follow the links for more information on each page.
The post Committee Module Home Page appeared first on MiBase New Zealand.
]]>The post Timesheet page – paid module appeared first on MiBase New Zealand.
]]>Before using this page you must ensure you have added your committee members. Follow this link to see how to Add Committee Members.
To start adding timesheets, go to Setup -> Committee -> Timesheet.
Click Add New.
Fill in the boxes.
- Committee’s Name: select from the dropdown menu
- Date: this is compulsory. Click the box and select the date from the calendar that appears
- Time in/out: either type in the time and whether it is AM or PM or click the clock and select a time scrolling up or down till you find the correct hour/minutes.
- Note: add something if you would like but not necessary otherwise
Click Save.
A Success box will appear. Click OK and it will take you back to the Timesheets page where you will see the timesheet you have added.
If you have made a mistake or would like to update a timesheet, click the yellow Edit button alongside it make the changes and click Save.
If you would like to delete a timesheet, click the orange Delete button.
There are a couple of ways to sort or filter this table.
- Use the date range fields at the top of the page. Select the dates whether it’s weekly, monthly or fortnightly, and then select a committee member from the dropdown menu. Click Search. To download this list to PDF or Excel, click the relevant buttons. Click Reset to see the full list again
- Click the arrows next to the heading you want to sort or filter the table by or type in the search boxes underneath the headings. This filtered list cannot be exported to PDF or Excel as it does for the above example. It will export the full list. If you want to download this filtered list, export to excel and sort or filter through there.
Next to these export buttons is the blue Documentation button. Clicking this, a short page instruction will appear giving you a quick overview of this page.
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]]>The post HR Module Home Page appeared first on MiBase New Zealand.
]]>To start using the HR module, go to Setup -> Human Resources (under the heading Running your Toy Library)
The home page will be blank, however, once you start adding in your timesheets and employees, they will be listed here.
On the left of this page, you can see four yellow buttons.
- Human Resources: clicking this will bring you back to the home page as shown above. See below for further explanations
- Employees: this page is where you add new employees, as well as edit or resign them, and see the full list of your current employees
- Timesheet: this page is where you add new timesheets for each employee as well as see all timesheets for all employees
- Former Employees: this page lists all your ex-employees
Home Page
The four yellow buttons will appear on each of the pages so admin will not need to visit the home page to access them.
Next to the buttons, you will see a short description of what the HR module entails and how you can benefit from it.
Underneath the description, you will see the heading April 2021 Activities. Under that are the headings Timesheet/New Employees recorded. What this means is any timesheets or new employees recorded during the month of April will be listed here as well as on their main pages. At the beginning of each month, this heading will update with the name for that month and the information recorded here will be removed ready for the new month’s recorded information.
This information will not be deleted, as mentioned above it will be listed in their relevant pages.
Follow the links for more information on each page.
The post HR Module Home Page appeared first on MiBase New Zealand.
]]>The post Timesheet page – Second Menu appeared first on MiBase New Zealand.
]]>Before using this page you must ensure you have added your employee/s. Follow this link to see how to Add Employees.
There are two places to access the Timesheet page.
- A quick-access button has been created in the second menu bar
- Via the Human Resources module
Go to Setup -> Human Resources -> Timesheet
To start adding timesheets, click Add New.
Fill in the boxes.
- Employee’s Name: select from the dropdown menu
- Date: this is compulsory. Click the box and select the date from the calendar that appears
- Time in/out: either type in the time and whether it is AM or PM or click the clock and select a time scrolling up or down till you find the correct hour/minutes.
- Note: add something if you would like but not necessary otherwise
Click Save.
A Success box will appear. Click OK and it will take you back to the Timesheets page where you will see the timesheet you have added.
If you have made a mistake or would like to update a timesheet, click the yellow Edit button alongside it make the changes and click Save.
If you would like to delete a timesheet, click the orange Delete button.
There are a couple of ways to sort or filter this table.
- Use the date range fields at the top of the page. Select the dates whether it’s weekly, monthly or fortnightly, and then select an employee from the dropdown menu. Click Search. To download this list to PDF or Excel, click the relevant buttons. Click Reset to see the full list again
- Click the arrows next to the heading you want to sort or filter the table by or type in the search boxes underneath the headings. This filtered list cannot be exported to PDF or Excel as it does for the above example. It will export the full list. If you want to download this filtered list, export to excel and sort or filter through there.
Next to these export buttons is the blue Documentation button. Clicking this, a short page instruction will appear giving you a quick overview of this page.
The post Timesheet page – Second Menu appeared first on MiBase New Zealand.
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