1. New View Template
1. Right click on Employee (set view for Maintain Employee).
2. Click on New View Template.
3. Click on New'.
4. At View Template form, key-in the description (eg. EMPLOYEE-KL).
5. At Filter tab, add the condition by press the button to add a new condition.
6. Click to Change from AUTOKEY to BRANCH.
7. Next, change the operator from like to equals
8. Key-in or paste the branch code (Copy the branch code from Maintain Branch), eg. 'KL-BRANCH'.
9. Save it.
10. At DIY View Template screen, select a view template (eg. EMPLOYEE-KL) and click OK.
11. KL view template will be added under Employee (Maintain Employee).
2. User View
1. Right click on View Template (eg. EMPLOYEE-KL)
2. Click on User View.
3. Tick user view to allow the selected user to view (eg. KL-USER).
After the above settings, KL-USER can view, process payroll and print reports for KL branch employees only.
3. User View - More than single condition
For example, KL Accountant will process payroll for employees from KL Branch and Accounts department only.
1. At Maintain DIY, click on View Template tab.
2. Double click on the existing Template View (eg. EMPLOYEE-KL).
3. Click to press the button to add a new condition to add new condition. See the screenshot below.
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