Name Initials

Created on Dec 01, 2023 | By Kalpesh Patel
Last Updated on Dec 01, 2023
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Name Initials

Introduction/Purpose : 

Name Initials in an Attendance Management System serves the purpose of improving readability, preserving privacy, and streamlining the identification of employees.

How to Navigate : 

The navigation to record the name initials in the attendance management system typically involves the following steps:

  • Click on the main navigation icon, which is located on the top right corner of the screen, and then click on the company section, which is located on the left side menus on the screen.
  • Click on the name initials section, which is located in companies under the Company Section. After clicking on this link, you can navigate to the name initials listing.

Listing

The Name Initials module allows the user to view all the active and inactive name initials records. The key features of the name initial listing are included below :

  • Record Filter
    Filter option allows users to filter the list of records based on visible columns, such as
    • Master company
    • Initials
    • Inital code
    • Added by
    • Added date 
    • Status
  • Advance Search
    This option allows user to filter data with single or Multiple criteria in Column Name with options like
    • equal
    • Not Equal
    • Begins 
    • Does Not Begin with
    • Ends With
    • Does Not End with
    • Contains 
    • Does Not Contain
  • Export Data
    Selected records, current page records, or all records can be exported by users with listed columns or all columns to a spreadsheet or other file format for further analysis or reporting.
  • Change View
    The change view option allows users view employee list as below
    • Grid View (Block View)
    • Table View: User can view the employee data in the table view
    • List View

Recordings and Updates

The user can add a new name initials record by clicking the “Add Name initials’ button and by entering the below fields.


Below are the fields that are typically included in the Add Name Initials form:

  • Master Company : This field specifies the name of the master company.
  • Initial : This field specifies the name of the initials.
  • Initial code : This field specifies the code of initial.
  • Status : This field specifies the status of name initials, such as active and inactive.
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