Introduction/Purpose:

The Bank List Master module in HRMS (Human Resource Management System) is designed to manage and maintain a comprehensive list of banks. It serves as a central repository to store information related to various banks that is relevant to the HRMS system. The module allows authorised users, such as system administrators and common administrators, to add new banks, delete existing ones, and synchronise the data with other modules or external sources.

The purpose of the Bank List Master module is to streamline and centralise the management of bank-related data within the HRMS system. By maintaining an organised and up-to-date bank list, the module facilitates efficient processing of financial transactions, such as salary payments, reimbursements, and direct deposits, that involve employee accounts held in different banks.

How To Navigate: 

The navigation to a Bank List master in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon located in the top right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the core master section: The bank list is located under the accounts and document section. By clicking on the bank list will display a bank name, code, bank code, source type,added by, added date, updated by, updated date, status and action.

Listing: 

• Quick Search: This feature allows users to quickly search for specific records or information within a listing. It enables users to enter keywords or criteria to find relevant data efficiently.

• Export: The Export feature allows users to extract data from a system or application and save it in a format that can be used in other programs. It provides options to export data in formats such as Excel, CSV, and PDF in landscape or portable formats.

• Hide and Show Column: This feature allows users to customize the display of columns in a table or listing. Users can choose to hide or show specific columns based on their preferences or the information they need to view, providing a more personalized and streamlined user experience.

• Show all listing records: This feature allows users to display all records or entries in a listing or database at once. It eliminates any pagination limits and shows a comprehensive view of all available data, making it easier to browse through and analyze large datasets.

• Advanced Search: Advanced Search provides users with additional search options and filters to refine their queries and find specific records or information within a system or application. It typically offers more advanced search criteria, such as date ranges, multiple keyboard inputs, or specific field searches.

• Delete Row: This feature allows users to remove a specific row or record from a table or listing. It provides a means to remove unwanted or outdated data, enabling data cleanup and maintenance within the system.

• Pagination: It typically includes navigation links or buttons to move between pages, making it easier to browse and navigate through large datasets without overwhelming the user with all the records at once.

Recording & Update:

The bank list in a core master module is typically includes:

• Bank Name*: This field is used to enter the name of the bank you want to add to the HRMS Bank List Master module.
• Status*: This field indicates the current status of the bank entry in the Bank List Master module.

The user can perform the following actions in this section:

• Discard: This option allows the user to discard the changes before saving it.

• Submit: This option allows the user to add the bank list in the system.