Master

 

Master ဆိုတာဘာလဲ?

Master သည် လုပ်ငန်းအဖွဲ့အစည်း တစ်ခုလုံး၏ လုပ်ငန်းအမည်ကစပြီး သတ်မှတ်နိူင်ခြင်း၊ လုပ်ငန်းရှိ ဌာနခွဲများကို သတ်မှတ်နိူင်ခြင်း၊ အလုပ်ရာထူးများကို သတ်မှတ်နိုင်ခြင်း၊ လုပ်ငန်းတွင်သတ်မှတ်ထားသော အများနှင့် သတ်ဆိုင်ပြီး ၀န်ထမ်းများနှင့် ချိတ်ဆက်ရသော  အမည် သတ်မှတ်ချက်များကို သတ်မှတ်ပေးရသော အဓိက Set Up နေရာဖြစ်ပါသည်။

Master – Setup Menuများ

1. Company Profile
2. Department
3. Grade
4. Designation
5. Team Setup
6. Label Setup
7. Leave Type
8. Keyword
9. Public Holiday
10. GPS Location

Company Profile

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Company Profile”

How to create a new Company?

1. Click on the “ Add New” Icon :

• Locate and click on the “ Add New” icon to initiate the company creation process.

2. Upload Company Image:

• Click on the “ SELECT FILES…” button to find and select an image for the company.
• After selecting an image, click on the “UPLOAD” button to upload an image for the company.

3. Enter Company Details:

• Provide the following information:

• • Company Name
  • Company Myanmar Name
  • Email (example@gmail.com)
  • Phone
  • Fax (if applicable)

4. Create Cluster (if applicable):

• Click on the icon to create a new cluster before selecting one.
• Enter the cluster name and Save.

5. Address Information:

• Enter the company’s address, city, state, country, and zip code.
• Provide the company’s website (http://www.sample.com).
• Enter the SSB Register No.

6. Set Leave and Budget Period:

• Choose the leave period by month and date: “ Leave Start” and “ Leave Start Day.”
• Select the budget start month.

7. Company Defaults:

• Decide whether to use this company as the default.
• Set the payment duration: “ Month End Pay” or “ Day From Previous Month __ | Day To This Month __” (Payment should be between 1 and 31).
• Select the service month: “ Date of Employee” or “ Permanent Date“
• Choose the payslip design.
• Specify office holidays for each day of the week.

8. Generate Employee Numbers:

• Choose options for “Use Generate Number”:
  • Use Generate EnrollNumber
  • Use Generate EmployeeCode
  • Use Same EnrollNumber and EmployeeCode

9. Save Changes:

• After completing these steps, Click “Save”  the changes to create the Company.

How to edit and delete a Company?

Edit Company Details:

1. Locate the Company:
   • Click “Company Profile” >> Navigate to the company list.
2. Find the Company to Edit:
   • Identify the company you want to edit.
3. Click the Edit Icon :
   • Look for the edit icon associated with the selected company.
   • Click on the edit icon to update company details.
4. Update Information:
   • Modify the necessary information such as company name, contact details, or any other relevant data.
5. Update Changes:
   • After making edits, Click “Update” the changes before exiting.

Delete Company (Ensure No Employee Data):

1. Locate the Company:
   • Click “Company Profile” >> Navigate to the company list.
2. Find the Company to Delete:
   • Locate the company you wish to delete.
3. Check Employee Data:
   • Before proceeding, verify that there are no employee data associated with the company. If there are, handle the employee data first.
4. Click the Delete Icon :
   • Look for the delete icon associated with the selected company.
   • Click on the delete icon to initiate the deletion process.
5. Confirm Deletion:
   • Confirm “Yes” or “No” in the deletion action box when prompted.

Sample Video

 

Department

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Department”

How to create a Department?

Manually add for Department

1. Manually “Department” Creation:
   • Click on the “ Add New” icon to start the department creation process.
2. Enter Department Details:
   • Fill in the following information:
     • “Short Code”: Enter a short code for the department.
     • “Department Order”: Optionally, update or assign or a new order number for the department.
     • “Department Name”: Specify the name of the department.
     • “Company”: Choose the relevant company for the department.
     • “Parent Department”: Select the parent department if applicable.
     • “Select Shift”: Indicate whether to use this department as the default shift. All shifts will be used if you do not choose any shift.
     • Choose Option “Inactive”: If the department name is not in use, check the “ Inactive” option to hide it in the organization structure.
3. Save Changes:
   • After entering the department details, Click “Save”  the changes to create the department.

Sample Video

 

Import Excel for Department:

• If you have multiple departments to create:
  • Download the template using, Click the “Download Template” icon in the Department form.
  • Import the Department Excel File, Click the “Import Excel” icon >> Click the “Browse” button to choose an Excel file.
  • Validation of the Excel data list, Click the “Validate Data” button to verify data.
  • Import the Department list, Click the “Import” button after verifying the Validation Data.
  • Check the department list using the “Export Excel” icon .

Remark: You will not see the Import button when you fail the Validate Data.

Sample Video

 

Grade

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Grade”

How to create a Grade?

1. Click on the “ Add New” Icon :
   • Locate and click on the “ Add New” icon to initiate the grade creation process.
2. Enter Grade Details:
   • Fill in the following information:
     • “Grade Order”: Optionally, update or assign a new order number for the Grade.
     • “Grade Name”: Specify the name of the grade.
     • “Upper Grade”: Select the grade list if applicable.
     • Choose Option “default”: Decide whether to use this grade as Default Option.
     • Choose Option “Is Topmost”: Decide whether to use this grade as Topmost Option.
     • Choose Option “Inactive”: If the grade name is not in use, check the “ Inactive” option to hide it.
3. Save Changes:
   • After entering the grade details, Click “Save”  the changes to create the grade.
4. Export Excel:
   • Check the grade list using the “Export Excel”icon .

Sample Video

 

Designation

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Designation”

How to create a Designation?

Manually add for Designation:

1. Manually “Designation” Creation:
   • Click on the “ Add New” icon to start the Designation creation process.
2. Enter Designation Details:
   • Fill in the following information:
     • “Short Code”: Enter a short code for the designation.
     • “Designation Order”: Optionally, update or assign a new order number for the designation.
     • “Grade”: Select the grade if applicable.
     • “Designation Name”: Specify the name of the designation.
     • Choose Option “Use this Designation as default”: Decide whether to use this designation as Default Option.
     • Choose Option “Inactive”: If the designation name is not in use, check the “ Inactive” option to hide it.
3. Save Changes:

• • After entering the designation details, Click “Save”  the changes to create the designation.

Sample Video

 

Import Excel for Designation:

• If you have multiple designations to create:
  • Download the template using, Click the “Download Template” icon in the Designation form.
  • Import the Designation Excel File, Click the “Import Excel” icon >> Click the “Browse” button to choose an Excel file.
  • Validation of the Excel data list, Click the “Validate Data” button to verify data.
  • Import the Designation list, Click the “Import” button after verifying the Validation Data.
  • Check the Designation list using the “Export Excel” icon .

Remark: You will not see the Import button when you fail the Validate Data.

Sample Video

Team Setup

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Team”

How to create a Team?

1. Click on the “ Add New” Icon :
   • Locate and click on the “ Add New” icon to initiate the Team creation process.
2. Enter Team Details:
   • Fill in the following information:
     • “Team Name”: Specify the name of the Team.
     • “Description”: Describe the Team.
     • “Product”: Select the product list if applicable.
     • “Team Type”: Choose the team type, either Team or Project
     • Choose Option “Inactive”: If the team name is not in use, check the “ Inactive” option to hide it.
3. Save Changes:
   • After entering the team details, Click “Save”  the changes to create the team.
4. Export Excel:
   • Check the team list using the “Export Excel” icon .

Sample Video

 

Label Setup

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Label Setup”

How to create a Label?

1. Click on the “ Add New” Icon :
   • Locate and click on the “ Add New” icon to initiate the Label creation process.
2. Enter Label Details:

• • Fill in the following information:
    • “Label Name”: Specify the name of the Label.
    • “Description”: Describe the label.
    • “Label Type”: Choose from options such as Claim, Leave, OT, Attendance, Daily Task, Review & Appraisal Type.
    • Choose Option “Inactive”: If the Label Name is not in use, check the “ Inactive” option to hide it.

Sample Video

 

Leave Type

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Leave Type”

How to create a Leave Type?

1. Click on the “ Add New” Icon :
   • Locate and click on the “ Add New” icon to initiate the Leave creation process.
2. Enter Leave Type Details:
   • Fill in the following information:
     • “Short Code”: Enter a short code for the leave type.
     • “Leave Name”: Specify the name of the leave type.
     • Choose Option: Select from options like None, Paternity leave, or Maternity leave.
     • Choose Option “Use Reason Mandatory”: Decide whether to use reason mandatory.
     • Choose Option “Need Attach File”: Specify if attaching a file is needed for this leave type.
     • Choose Option “Inactive”: Set as Inactive if the leave type is not currently used.
     • Choose Option “ImportOnly”: Specify whether this leave type is for import only.
3. Save Changes:
   • After entering the leave type details, click “ Save” to apply the changes and create the leave type.

Sample Video

 

Keyword

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Keyword”

The keyword has other setup menus, they are DIVISION, LOCATION, SECTION, GROUP, and COST CENTER.

DIVISION

1. Click on the “ Add New” Icon :
   • Locate and click on the DIVISION Tab and click the “ Add New” icon to initiate the Division creation process.
2. Enter Division Details:
   • Fill in the following information:
     • “Division Name”: Specify the name of the division name.
     • Choose Option “Use this division as default”: Decide whether to use it as the default option.
     • Choose Option “Inactive”: Set as Inactive if the division name is not currently used.
3. Save Changes:
   • After entering the division name details, click “ Save” to apply the changes and create the division name.

LOCATION

1. Click on the “ Add New” Icon :
   • Locate and click on the LOCATION Tab and click the “ Add New” icon to initiate the Location creation process
2. Enter Location Details:
   • Fill in the following information:
     • “Location Name”: Specify the name of the location name.
     • Choose Option “Use this location as default”: Decide whether to use it as the default option.
     • Choose Option “Inactive”: Set as Inactive if the location name is not currently used.
3. Save Changes:

• • After entering the location name details, click “ Save” to apply the changes and create the location name

SECTION

1. Click on the “ Add New” Icon :
   • Locate and click on the SECTION Tab and click the “ Add New” icon to initiate the Section creation process
2. Enter Section Details:
   • Fill in the following information:
     • “Section Name”: Specify the name of the section name.
     • Choose Option “Use this section as default”: Decide whether to use it as the default option.
     • Choose Option “Inactive”: Set as Inactive if the section name is not currently used.
3. Save Changes:
   • After entering the section name details, click “ Save” to apply the changes and create the section name

GROUP

1. Click on the “ Add New” Icon :
   • Locate and click on the GROUP Tab and click the “ Add New” icon to initiate the Group creation process
2. Enter Group Details:
   • Fill in the following information:
     • “Group Name”: Specify the name of the Group name.
     • Choose Option “Use this Group as default”: Decide whether to use it as the default option.
     • Choose Option “Inactive”: Set as Inactive if the group name is not currently used.
3. Save Changes:
   • After entering the group name details, click “ Save” to apply the changes and create the group name

COST CENTER

1. Click on the “ Add New” Icon :
   • Locate and click on the COST CENTER Tab and click the “ Add New” icon to initiate the cost center creation process
2. Enter Cost Center Details:
   • Fill in the following information:
     • “Cost Center Name”: Specify the name of the Cost Center name.
     • Choose Option “Use this Cost Center as default”: Decide whether to use it as the default option.
     • Choose Option “Inactive”: Set as Inactive if the cost center name is not currently used.
3. Save Changes
   • After entering the cost center name details, click “ Save” to apply the changes and create the cost center name

Sample Video

 

Public Holiday

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “Public Holiday”

How to create a Public Holiday?

Manually add for Public Holiday

1. Click on the “ Add New” Icon :
   • Locate and click on the “ Add New” icon to initiate the Public Holiday creation process.
2. Enter Public Holiday Details:
   • Fill in the following information:
     • Choose Option “Date” or “Date Range”: Select the desired date type option.
     • Choose “Date”: Set the date for a Public Holiday.
     • “Description”: Specify a name for the Public Holiday.
     • Choose Option “Use this holiday as default”: Decide whether to use it as the default option.
3. Save Changes:
   • After entering the Public Holiday details, click “ Save” to apply the changes and create the public holiday.

Remark:

-If a Public Holiday date has never been changed, you can set those as default.

Example: Christmas Day (12.25.2023), the date has always been the same.

Sample Video

 

Generate Public Holiday 

Public Holiday များကို တစ်ရက်စီ ထည့်တာမျိူးမဟုတ်ဘဲ Default သတ်မှတ်ထားသော Public Holiday များ၊ Government Holiday များ ကို တစ်နှစ်လုံးစာအတွက် သတ်မှတ်နိုင်ပါသည်။

1. Generate from Default Option
2. Generate from Government Holiday 

Generate from Default Option

1. Click on the “Generate” icon to start the generating process.

• • Fill in the following information:
    • Generate Year: Enter a year or Click the “Calendar” iconfor generate.

Sample Video

Generate from Government Holiday 

1. Click on the “Government Holiday” icon to start the generating process.

• • Generate: Click the “Generate” button if You want to set the Date and description of the new year.

Sample Video

 

Old Public Holiday Record:

Open the Global TA Cloud Web URL in the Browser:

Step1- Go to “Master”  >> Click “Public Holiday”

Step2- Go to “Calendar choose box”  >> Click “Under” icon >> Choose “Year”

Sample Video

GPS Location

Open the Global TA Cloud Web URL in the Browser:

Go to “Master”  >> Click “GPS Location”

How to create a GPS Location?

Manually add for GPS Location

• Manually “GPS Location” Creation:
  • Click on the “ Add New” icon to start the GPS location creation process.
• Enter GPS Location Details:
  • Fill in the following information:
    • “Location Order”: Optionally, update or assign a new order number for the GPS Location.
    • “Location Name”: Specify the name of the GPS Location.
    • Choose Option “By Map” or “By Location”: 
    • If you choose “By Map”,
    • “Search for Location”: Type the Location name or latitude and longitude in the Search Box then Click the “Search” icon and choose the location name lists under Locations.
    • “Radius(meter)”: Set the zone area by meter.
    • Choose Option “Inactive”: If the GPS Location name is not in use, check the “ Inactive” option to hide it.

Sample Video

• • If you choose “By Location” and do not “use Division”,
    • “Country”: Select the Country from the Dropdown list.
    • “Division”: Select the Division from the Dropdown list.
    • “Distinct”: Select the Distinct from the Dropdown list.
    • “Township”: Select the Township from the Dropdown list.
    • Choose Option “Use Division”: Do not check on the box

Sample Video

• • If you choose “By Location” and do “Use Division”,
    • • “Country”: Select the Country from the Dropdown list.
      • “Division”: Select the Division from the Dropdown list.
      • Choose Option “Use Division”: Do check on the box
• Save Changes:
  • After entering the GPS Location details, Click “Save”  the changes to create a GPS Location.

Sample Video

Import Excel for GPS Location:

• If you have multiple GPS Locations to create:
  • Download the template using, Click the “Download Template” icon in the GPS Location form.
  • Import the GPS Location Excel File, Click the “Import Excel” icon   >> Click the “Browse” button to choose an Excel file.
  • Validation of the Excel data list, Click the “Validate Data” button to verify data.
  • Import the GPS Location list, Click the “Import” button after verifying the Validation Data.
  • Check the GPS Location list using the “Export Excel” icon .

Remark: You will not see the Import button when you fail the Validate Data.

Sample Video