There are several drop-down fields (e.g. Pay Point, Location, Job Classification, Employment Type) that have customised lists. Users can add new entries, edit existing one, or delete items from list.
These fields include:
Annualised Salary Import Source
Employment Type
Gender
IQ Type
Job Classification (maximum 50 characters)
Location
Marital Status
Pay Class Group
Pay Point
Payroll Tax Category
Public Holiday
Rate Increase Code
Title
New entries can be created or added in two ways:
Typing directly into the field
Lookup Tables
To edit or delete existing entries, you will need to use Lookup Tables.
To see the full list of entries, you can use either the drop-down list in the field or the Lookup Tables. Any reports that include Lookup fields will include the ones that have been used and exclude any that are not attached to a record.
Add a new entry from the Employee record
Go to Payroll, Maintenance, Employees, Employees.
Select the details page, e.g. Pay Details.
Click into the field and type the new entry.
Press tab to move to the next field and save the new entry to the drop-down list.
Add, edit, or delete an entry from Lookup Tables:
Agents with administration access can access Lookup Tables. Not all fields have the delete option, e.g. Location and Job Classification. Alternatively, you can:
edit the entry an old entry and reuse it instead of creating a new one.
add a descriptive prefix such as DNU (Do Not Use).
force entries to the bottom of the list by adding ZZZ or similar to the start.
Before making changes to Lookup Tables, it is recommended to take a backup of your data to prevent unintended errors. Editing an existing entry, e.g. Job Classification, in Lookup Tables will automatically update employee records attached to it.
Go to Access MicrOpay Evo Administration, System Configuration, Lookup Tables.
Select the list from Name on the left side.
To update:
Click Add for new entries.
Select the item, then click Edit or Delete to update or remove existing entries.
Close the window. This will save the changes.