Difference between revisions of "Goneclear Payroll"

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== <span style="color: #004b64"><div style="font-size: 40px; text-align: center;">'''Basics of GoneClear Payroll'''</div></span> ==
 
== <span style="color: #004b64"><div style="font-size: 40px; text-align: center;">'''Basics of GoneClear Payroll'''</div></span> ==
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<span style="color: #004b64; font-size: 20px; ">'''In This Chapter'''</span>
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*<span style="color: #004b64; font-size: 20px;">[[#Getting Started|''Getting Started'']]</span>
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*<span style="color: #004b64; font-size: 20px; ">[[#Knowing Where You Are|''Knowing Where You Are'']]</span>
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*<span style="color: #004b64; font-size: 20px; ">[[#Customizing Column Header|''Customizing Column Header'']]</span>
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=== <span style="color: #004b64; font-size: 30px;" id="Getting Started">Getting Started </span> ===
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<span style="color: #004b64; font-size: 20px;">To start GoneClear Pay, double-click the icon shown in Figure 1</span>
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<br>
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<br>
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<br>
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1: Starting GoneClear Pay, and logging in.</div>
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<br>
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<div style="color: #004b64; font-size: 20px; ">The first screen you see is the login window, where you input your username and password. In order to access the company database, both a username and a password are required. For auditing reasons, user information is recorded whenever a user creates a new record or modifies an existing record.</div>
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=== <span style="color: #004b64; font-size: 30px;"  id="Knowing Where You Are">Knowing Where You Are</span> ===
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<div style="color: #004b64; font-size: 20px; ">One powerful aspect of GoneClear PAY is that it is possible to have many windows open at once, each of which may show a different document or master data record. </div>
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==== <span style="color: #004b64; font-size: 30px;">The Main Window </span> ====
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<div style="color: #004b64; font-size: 20px; ">The main window opens automatically upon launching GoneClear PAY and is the central place where you can initiate any task. Only the main window has a Ribbon along the top. </div>
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<br>
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<br>
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[[File: |700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-2: Main Window.</div>
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==== <span style="color: #004b64; font-size: 30px;"> Toolbar and Ribbon</span> ====
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<div style="color: #004b64; font-size: 20px; "> The GonClear StoreFront toolbar is displayed across the top of the main window. Clicking on each tool item will show the ribbons that lead to more choices.</div>
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<br>
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<br>
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<br>
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[[File:|700px|frameless|center]]
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<br>
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-3: Toolbar and Ribbons.</div>
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<br>
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<div style="color: #004b64; font-size: 20px; ">The Ribbon is just below the toolbar. It is a collection of buttons that provide access to more choices. Active buttons display in color while inactive or unauthorized buttons appear in gray. To display the Ribbon, place your cursor on the toolbar and click one of the tabs.</div>
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==== <span style="color: #004b64; font-size: 30px;">Quick Access Tool bar</span> ====
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<div style="color: #004b64; font-size: 20px; "> To minimize or hide the Ribbon, position your cursor over the quick access Toolbar and right-click to see the Options menu. Choose the option "Minimize Ribbon."</div>
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<br>
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[[File:|700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-4: Quick Access Toolbar.</div>
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==== <span style="color: #004b64; font-size: 30px;">The Status Bar</span> ====
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<div style="color: #004b64; font-size: 20px; "> The status bar runs along the bottom of the GoneClear PAY main window and includes several fields.</div>
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<div style="color: #004b64; font-size: 20px; ">
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<ul>
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<li>The bottom left-hand side displays the version of GoneClear PAY</li>
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</ul> </div>
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<br>
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[[File:|700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-5: Status Bar.</div>
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<br>
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==== <span style="color: #004b64; font-size: 30px;">Windows and Panel</span> ====
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<div style="color: #004b64; font-size: 20px; "> Now that you have a comprehensive understanding of the main window, it is time to explain different window modes. To launch a new window, click on an active Ribbon. Each window would have an exit button to close the current window. As stated before in this guide, it is possible to have many windows open simultaneously. Windows may have sub-windows for displaying more options.
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<br>
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A panel is a hidden menu that reveals more options when the cursor is hovered over it. Multiple windows contain a panel. To hide the panel, use the "Hide Panel" icon or move the cursor off the current panel.
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<br>
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{|style="width:100%; background-color: #f8f9fa; border:1px double #eeeeee; text-align:left;"
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|[[File:Clipart note.png|30px|frameless|left center]] NOTE: The same windows cannot be opened twice.
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|}
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</div>
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[[File:|700px|frameless|center]]
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[[File:|700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-6: Windows and Panel.</div>
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==== <span style="color: #004b64; font-size: 30px;">Window Operation Modes</span> ====
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<div style="color: #004b64; font-size: 20px; "> There are three possible window operation modes in GoneClear PAY:
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<ul>
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<li>Add: Add a new record or document </li>
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<li>View: View an existing record or document</li>
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<li>Update: Modify the data of a current record or document</li>
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</ul> </div>
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=== <span style="color: #004b64; font-size: 30px;" id="Customizing Column Header">Customizing Column Header</span> ===
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<div style="color: #004b64; font-size: 20px; "> Users can easily customize the way information is displayed within any of the panels or windows. 
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<ul>
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<li>Users can reorder the columns by clicking and dragging the column headers to new locations. </li>
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</ul>
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<div style="color: #004b64; font-size: 20px; "> For example, if you want to display the column 'A' first, click and drag the column 'A' header to the first column. See figure 2-5:</div>
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<br>
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[[File:|700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-7: Rearrange columns.</div>
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<ul>
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<li> Users can apply filters to one or more column headers. </li>
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</ul>
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<div style="color: #004b64; font-size: 20px; "> Hover over a column header and then click the filter icon located in the upper-right corner. For example:</div>
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<br>
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[[File:|300px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-8: Rearrange columns</div>
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<br>
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<ul>
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<li> Use the filter menu to select which of the values currently in the column should be displayed. When you add a column filter, the description of the filter will be seen below the panel. You may use this to validate which column filters have been added to the current view and you may adjust the filter. For example: </li>
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</ul>
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<br>
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[[File:|700px|frameless|center]]
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<div style="color: #004b64; font-size: 20px; text-align: center;">Figure 1-9: Edit and Remove filter</div>
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<br>
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{|  class="wikitable"
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|-
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! Terminology !! Definition
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|-
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| Sort Ascending || Sorts the selected column in ascending order.
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|-
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|Sort Descending || Sorts the selected column in descending order.
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|-
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| Clear Sorting || Clears the ascending or descending sorting criteria currently set for a column.
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|-
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| Group By This Column || Groups the table using the data in the selected column. It does this by moving the data into expandable lists that are located in the body of the grid. One expandable list will be created for each possible column value.
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<br>
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If you perform this action on any subsequent columns, that data will be presented as nested groups at increasingly lower levels within the expandable lists.
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If '''''Group By Box''''' is enabled, this will also create a "Group By" box in the area immediately above the column headers.
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Note: To turn off the Group By This Column feature and revert to the original view: Enable Group By Box, drag the Group By boxes back to the column header.
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::::Note: To turn off the '''Group By This Column''' feature and revert to the original view: Enable '''Group By Box''', drag the Group By boxes back to the column header.
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|-
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| Group By Box || Displays or hides an area immediately above the column headers that contains "Group By" boxes. One "Group By" box will be displayed for each column header for which Group By This Column is currently enabled. You can also drag column headers to and from this area.
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<br>
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The table will be grouped according to the data in the box. If there are two or more boxes then the grouping will be nested, with the left-most box presented at the highest level, the second box presented at the second level, etc.
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|-
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| Column Chooser || Enables you to add and hide information within a table. When you select Column Chooser the Customization dialog is displayed. This dialog is used to store the columns you don't currently want displayed within the table. Simply click and drag the desired column headers from the table to the Customization dialog. For example, if you decide
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<br>
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[[File:|700px|frameless|center]]
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<br>
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:::'''NOTE: Column Chooser will not work on panels.'''
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|-
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| Best Fit || Resize the width of the selected column so that the header text is displayed in the optimal amount of space.
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|-
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| Best Fit (all columns) || Resizing the width of all columns in the table so that the header text is displayed in the optimal amount of space.
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|-
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| Filter Editor || The '''Filter Editor''' dialog will show any filters that are currently active in the column headers. You can use the editor to modify the existing filter criteria and to build new criteria using the available filter conditions and logical operators.
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|}
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</div>

Latest revision as of 21:22, 23 June 2022

Welcome to GoneClear Payroll User Guide.
User-guide-book-icon-outline-style-vector-26240285.jpg



Basics of GoneClear Payroll

In This Chapter

Getting Started

To start GoneClear Pay, double-click the icon shown in Figure 1


Figure 1: Starting GoneClear Pay, and logging in.


The first screen you see is the login window, where you input your username and password. In order to access the company database, both a username and a password are required. For auditing reasons, user information is recorded whenever a user creates a new record or modifies an existing record.

Knowing Where You Are

One powerful aspect of GoneClear PAY is that it is possible to have many windows open at once, each of which may show a different document or master data record.

The Main Window

The main window opens automatically upon launching GoneClear PAY and is the central place where you can initiate any task. Only the main window has a Ribbon along the top.



[[File: |700px|frameless|center]]

Figure 1-2: Main Window.

Toolbar and Ribbon

The GonClear StoreFront toolbar is displayed across the top of the main window. Clicking on each tool item will show the ribbons that lead to more choices.




[[File:|700px|frameless|center]]

Figure 1-3: Toolbar and Ribbons.


The Ribbon is just below the toolbar. It is a collection of buttons that provide access to more choices. Active buttons display in color while inactive or unauthorized buttons appear in gray. To display the Ribbon, place your cursor on the toolbar and click one of the tabs.

Quick Access Tool bar

To minimize or hide the Ribbon, position your cursor over the quick access Toolbar and right-click to see the Options menu. Choose the option "Minimize Ribbon."


[[File:|700px|frameless|center]]

Figure 1-4: Quick Access Toolbar.

The Status Bar

The status bar runs along the bottom of the GoneClear PAY main window and includes several fields.
  • The bottom left-hand side displays the version of GoneClear PAY


[[File:|700px|frameless|center]]

Figure 1-5: Status Bar.


Windows and Panel

Now that you have a comprehensive understanding of the main window, it is time to explain different window modes. To launch a new window, click on an active Ribbon. Each window would have an exit button to close the current window. As stated before in this guide, it is possible to have many windows open simultaneously. Windows may have sub-windows for displaying more options.


A panel is a hidden menu that reveals more options when the cursor is hovered over it. Multiple windows contain a panel. To hide the panel, use the "Hide Panel" icon or move the cursor off the current panel.

left center NOTE: The same windows cannot be opened twice.




[[File:|700px|frameless|center]]
[[File:|700px|frameless|center]]

Figure 1-6: Windows and Panel.

Window Operation Modes

There are three possible window operation modes in GoneClear PAY:
  • Add: Add a new record or document
  • View: View an existing record or document
  • Update: Modify the data of a current record or document

Customizing Column Header

Users can easily customize the way information is displayed within any of the panels or windows.
  • Users can reorder the columns by clicking and dragging the column headers to new locations.
For example, if you want to display the column 'A' first, click and drag the column 'A' header to the first column. See figure 2-5:


[[File:|700px|frameless|center]]

Figure 1-7: Rearrange columns.
  • Users can apply filters to one or more column headers.
Hover over a column header and then click the filter icon located in the upper-right corner. For example:


[[File:|300px|frameless|center]]

Figure 1-8: Rearrange columns


  • Use the filter menu to select which of the values currently in the column should be displayed. When you add a column filter, the description of the filter will be seen below the panel. You may use this to validate which column filters have been added to the current view and you may adjust the filter. For example:


[[File:|700px|frameless|center]]

Figure 1-9: Edit and Remove filter


Terminology Definition
Sort Ascending Sorts the selected column in ascending order.
Sort Descending Sorts the selected column in descending order.
Clear Sorting Clears the ascending or descending sorting criteria currently set for a column.
Group By This Column Groups the table using the data in the selected column. It does this by moving the data into expandable lists that are located in the body of the grid. One expandable list will be created for each possible column value.


If you perform this action on any subsequent columns, that data will be presented as nested groups at increasingly lower levels within the expandable lists.

If Group By Box is enabled, this will also create a "Group By" box in the area immediately above the column headers. Note: To turn off the Group By This Column feature and revert to the original view: Enable Group By Box, drag the Group By boxes back to the column header.

Note: To turn off the Group By This Column feature and revert to the original view: Enable Group By Box, drag the Group By boxes back to the column header.
Group By Box Displays or hides an area immediately above the column headers that contains "Group By" boxes. One "Group By" box will be displayed for each column header for which Group By This Column is currently enabled. You can also drag column headers to and from this area.


The table will be grouped according to the data in the box. If there are two or more boxes then the grouping will be nested, with the left-most box presented at the highest level, the second box presented at the second level, etc.

Column Chooser Enables you to add and hide information within a table. When you select Column Chooser the Customization dialog is displayed. This dialog is used to store the columns you don't currently want displayed within the table. Simply click and drag the desired column headers from the table to the Customization dialog. For example, if you decide


[[File:|700px|frameless|center]]

NOTE: Column Chooser will not work on panels.
Best Fit Resize the width of the selected column so that the header text is displayed in the optimal amount of space.
Best Fit (all columns) Resizing the width of all columns in the table so that the header text is displayed in the optimal amount of space.
Filter Editor The Filter Editor dialog will show any filters that are currently active in the column headers. You can use the editor to modify the existing filter criteria and to build new criteria using the available filter conditions and logical operators.