Employee
Employee manual
- Introduction
- Calendar
- Document
- Expense
- Introduction
- Create Expense
- Update Expense
- View Expense
- Submit Expense
- Retract Expense
- Approve Expense
- Interaction
- File upload
Introduction
Employee tool can be found under "Employee" menu
Calendar
Document
Introduction
Following chapter describes document-related feature
Click "Document" under Employee menu to access dashboard
Following is a sample of document dashboard
The chapter describes features available within the dashboard.
Create Document
Click "New Document" on upper right corner of document table
When document modal appears, enter all information and click "Create" button
Update Document
Click "Update" button to the right of the document
When document modal appears, update information and click "Update" button
View Document
Document modal appears
Download Document
Click "Download" button to the right of the document to trigger download
Delete Document
Click "Delete" button to the right of the document
When document modal appears, click "Delete" button to confirm deletion
Expense
Introduction
Following chapter describes expense-related feature
Any expense goes through life cycle illustrated in following flow-chart. Blue text denotes action; black text denote status
Click "Expense" under Employee menu to access dashboard
Following is a sample of expense dashboard
The chapter describes features available within the dashboard.
Create Expense
Click "New expense" on upper right corner of expense table
When expense modal appears, enter all information and click "Create" button.
Click "+ Add line" if needed
Update Expense
Click "Update" button on the right of expense
If no "Update" button, the expense can not be updated.
when expense modal appears, update expense data and click "Update" button
Click "+ Add line" if needed
View Expense
Expense modal appears
Submit Expense
Click "Submit" button on the right of expense
If no "Submit" button, the expense can not be submitted.
When expense modal appears, click "Submit" button to confirm submission
Retract Expense
Click "Retract" button on the right of expense
If no "Retract" button, the expense can not be retracted.
When expense modal appears, click "Retract" button to confirm retraction
Approve Expense
Click "Approve" button on the right of expense
When expense modal appears, click "Approve" or "Disapprove" button to confirm
Interaction
File upload
Introduction
Following chapter describes file-transfer-related feature
Click "File Upload" under Employee menu to access
File Upload
Click "Browse file" to select file; then click "Upload" to upload
File Download
After successful upload, a download link appears. Please pass the link to file recipient
