How To Use The Employee Diary

How To Use The Employee Diary

The Employee Diary is designed for if you need to keep any notes for your employees for your own records.

To Enter a New Note.

1. Click on the employee's name.
2. Click on the [Employee Diary] button.
3. Click the [New] button.
4. Choose the 'Date' of the entry you are currently entering.
5. Click in the main message screen. (You can enter a message up to 250 characters long).
6. Click the [Save] button.

To Edit a Current Note.

1. Click on the employee's name.
2. Click on the [Employee Diary] button.
3. Click on the entry you wish to edit.
4. Click the [View/Edit] button.
5. Do the amendments you need to.
6. Click on the [Save] button.

To Preview and Print an Entry.

1. Click on the employee's name.
2. Click on the [Employee Diary] button.
3. Click on the entry you wish to view.
4. Click the [Preview] button.
5. Click on the [Print] button.
6. You can also email the Report by clicking on the [Email] button or save it by clicking on the [Save As...] button.
7. Click on the [Cancel] button to exit.

    • Related Articles

    • How To Use The Employee Diary

      The Employee Diary is designed for if you need to keep any notes for your employees for your own records. To Enter a New Note. 1. Click on the employee's name. 2. Click on the [Employee Diary] button. 3. Click the [New] button. 4. Choose the 'Date' ...

    • Wages Manager Basics

      Wages Manager Wages Manager simplifies payroll by assisting employers with calculating wages, leave, tax, termination pays and superannuation. Single Touch Payroll and SuperStream is also available within Cashflow Manager Gold, Wages Manager and ...

    • How Do I Record Bank Details For An Employee?

      The Bank Details Tab enables you to record one or more bank accounts for the employee’s pay to be paid into when using either Electronic Pay or Cheque payment methods. The pay method is chosen under the Pay Details Tab in the Employee’s Details. 1. ...

    • How Do I Pay An Employee? (Hourly & Salary)

      Hourly 1. Select the Employee from the Employees home screen and select [Pay Single Employee] on the right-hand side under Functions. 2. Once all information is correct and pay is ready to be processed click on [Calculate]. 3. Make sure your [From], ...

    • How Do I Add A Custom Rate?

      There are two methods of adding a custom rate for employees. If you are wanting to have a single employee with a particular custom rate you can use the method bellow. i.e extra duties Select the Employees name from the Wages home screen. Click on ...

    • Popular Articles

    • Completing your EOFY payroll

      Finalising your year-end payroll It's important to note the final pay period for the financial year is the one that is PAID before the end of the financial year. The first pay period of the next financial year is the first one that is PAID during the ...

    • Starting a New Financial Year in Wages

      You can start a new financial year by following the below steps: 1. In the Employees section of Wages, select [Tools] in the top left 2. Select [Financial Year] 3. Select [Start New Financial Year] 4. The financial year ending will read 202X, select ...

    • End of Financial Year Checklist

      Be prepared and organised this end of financial year, with our easy-to-follow checklist. You can view and download the checklist here. We’ve provided seven steps to make your reporting as stress-free as possible, and if you’ve been using Cashflow ...

    • Single Touch Payroll Guide

      As a subscriber of Cashflow Manager, all fees involved with lodging your records via Single Touch Payroll are included with your Cashflow Manager Gold, Wages Manager or Wages 1-4 subscription fee. If you have any questions regarding Single Touch ...

    • Deleting Old Pays from the STP Event Lodgement Screen

      Continue if you have previous pays listed in the Single Touch Payroll screen that you do not want to send. From the [Tools] menu or on the right-hand side of the Employees screen in wages, select [Single Touch Payroll] to open the Single Touch ...