How to Create a record.

1. Click the "Green Plus Sign"  to add a new record. Refer to Figure 1.
   1. This will open the "Edit Form". Refer to Figure 2.
   2. Enter data in the required fields.
   3. Click on the "Floppy Icon" on the bottom right corner to "Save" the record.

How to Edit a record.

1. Click the "Pencil" icon to edit a record. 
   1. This will open the "Edit Form". Refer to Figure 2.
   2. Edit the record.
   3. Click on the "Floppy Icon" on the bottom right corner to "Save" the record.

How to Delete or Void a Record

1. Click the "Red X" to delete or void a record.
   1. Records are deleted from the database will be removed from the screen. For example, a file attachment.
   2. Records that are required for history reporting will be "Void" . Void records will be highlighted in "Grey". Refer to Figure 1.
      1. For example, in year 2013 company A was paying meal allowance but this was discontinued in 2020. When the user deletes the paycode for the meal allowance it will be marked as void. This is because it  is needed for 2013 payroll reports.
      2. Edit the record and "Untick" the void check box to activate the record.

Expand to view details of a Record

1. Click on the "Grey Arrow" next to the record to view the details and the "Notes and Attachments" tab. Refer to Figure 3.

Figure 1: Add, Edit and Delete Options
 

Figure 2: Edit Form

Figure 3: Record Details