Application User Manual 應用程式用戶手冊

Shortcuts 捷徑

System Architecture 系統架構

l   Understanding the ecTA / ecPayroll system 了解ecTA/ecPayroll系統

l   Server 伺服器

l   Workstation 工作站

System Operation 系統操作

l   System 系統

l   Human Resources Management 人事管理

l   Leave Management 請假管理

l   Time & Attendance Management 考勤管理

l   Payroll Management 薪資管理

n   Bank Autopay 銀行自動轉賬

n   MPF 強積金

n   Taxation 報稅

l   Door Access Control Management 門禁管理

After-sales Services 售後服務

Technical Support 技術支援

Module 模組

Concept 概念

HR / Accounts Admin

人事部 / 會計部

Management

管理人員

General staffs

一般員工

FAQ 常問問題

Back-end (Windows Based)

Front-end (Web Based)

網上模組目錄 (版本5.2.220630或以前)

網上模組目錄 (版本5.2.220630或之後)

HRMS main program

人事管理系統主程式

MSS

管理人員自助服務

ESS

員工自助服務

Setup 設定

Operation 操作

Operation操作

Operation操作

System Architecture 系統架構

Understanding the ecTA / ecPayroll system 了解ecTA / ecPayroll系統

System overview

系統概

l   About The Software

l   General Operation Flow

l   Feature Update List

l   Minimum System Requirements(For 2023/06/30 or Later version)

l   Software Installation Quick Guide

 

l    系統要求

l    可否在公司以外地方使用網上模組

Server 伺服器

Database Management System (DBMS)

 

MS SQL Server Setup

l   Attach TAMS Database

l   Detach TAMS Database on SQL Server

 

Database Maintenance

l   Backup

n   As the database is owned by customer, you should setup your own database maintenance plan in MSSQL Server.

 

 

 

Windows-client Application for admin

l   Software(ecPayroll) Installation

l   Make connection to TAMS Database

 

 

 

Web Application for ESS & MSS modules

( if applicable )

 

l   Web Management Module Installation

l   Component Service Installation

l   Updated Component Service

 

 

 

 

Hardware Dongle

** The hardware dongle is NOT a must depends on which program version you have installed **

l   Hardware Key Installation

 

 

 

 

l   Solution for “Hardware Key not found (For ecTA / ecPayroll version before 5.1.150907)

Workstation 工作站

Windows-client Application for admin

 

1.        Run setup, select "Wortstation"

2.        Map the created icon to the program (i.e. tams.exe) at server share drive.

Starting the program

l   Starting TAMS

 

l   Solution for “Cannot running the system (For ecTA / ecPayroll version before 5.1.150907)

Web Application for ESS & MSS modules

( if applicable )

 

 

 

Starting the program

1.        Open the web browser in your device Desktop / Laptop / Tablet / Mobile phone ). * Google Chrome is recommended.

2.        Enter the system home URL

 

System Operation 系統操作

 

 

System系統

 

 

Module 模組

Concept 概念

TAMS Setup 設定

TAMS Operation 操作

MSS Operation 操作

ESS Operation 操作

FAQ 常問問題

User Login 用戶登入

 

 

 

Admin

 

User Group

l   User Group Setup

l   Access Right Item List

 

User Account

l   User Account Setup

l   System login

 

 

l   How to solve Too many users logged-in to the system. Please try again later

l   Force User Logout  (¸)

l   How to reset system dongle  (¸)

l   How to solve “System library files loading error. (KB:140)

ESS / MSS

 

l   Web User Group

l   Web User Account

l   “Forgot Password” setup

 

l   登入系統

l   更改密碼

l   忘記密碼

 

 

User Interface 用戶介面

 

 

 

 

 

Admin

Screen reference

l   Main screen

l   Main Menu

Language – The UI language is followed by each user. It is defined in User Account Setup

 

 

 

 

 

ESS / MSS

 

 

 

個人化主畫面

l   變更語言

l   主畫面個人化設定 (¸)

 

System items 系統項目

 

l   Item Setup

 

 

 

 

Allowance Type 津貼類別

 

Allowance Type Setup

 

 

 

 

Special Situation特殊情況

What is Special Situation

Special Situation Type Setup

Add a new Special Situation

 

 

 

Reporting 報表

l   Introduction to Reporting

 

l   Generate a report in system backend

l   生成報表

l   生成報表

 

l   Require setting for printing Name Card

Employee Filter 僱員篩選器

l   What is Employee Filter (EE filter)?

 

l   Select group of employees using Employee Filter

 

 

 

Commander 指令執行

 

 

l   Commander

 

 

 

Reminder 提示

 

l   Reminder

 

 

 

 

Date Lock Protection

日期鎖

l   Date Lock Protection

 

 

 

 

Data Maintenance

資料維護

 

 

l   Delete data from the system(Bulk)

 

 

 

Data Export 資料匯出

 

 

l   Data Export

 

 

 

Operation Log 執行記錄

 

 

l   Operation Log

 

 

 

Automation Server

自動執行

l   What is Automation Server

l   Automation Server Setup

l   Starting Automation Server Module

 

 

 

Web modules 網上模組

 

l   Web App Setup

 

l   Publish Online News to staffs

 

 

 

Sending e-mail 電郵傳送

 

l   Email sending function setup

 

 

 

 

Message Template訊息範本

l   What is a "Message Template"

l   "Message Template" Setup

l   Variable List

 

 

 

 

Message Box 訊息箱

l   What is a "Message Box"

l   "Message Box" setup

 

 

 

 

Workflow 工作流程

l   What is a "Workflow"

l   Workflow Setup

 

Example

1.       Workflow (Only 1 Stage)

2.       Workflow ( 2 Stages)

 

 

 

 

System Improvement Program

系統改善計劃

 

l   System Improvement Program

 

 

 

 

Human Resources Management 人事管理

Module 模組

Concept 概念

TAMS Setup 設定

TAMS Operation 操作

MSS Operation 操作

ESS Operation 操作

FAQ 常問問題

Organization 組織

 

Hierarchy

l   Company Setup

l   Department Setup

l   Branch Setup

 

 

Screen reference

l   Dept Web Setup

 

 

 

 

 

Employee records

僱員記錄

 

 

 

 

 

MSS

l   臨時借調操作邏輯

Batch import employee records

l   Import Employee Master

 

Manage Your Employee Record(s)

l   Add Employee

l   View / Edit Employee Record

l   Resign Employee

 

Find Your Employee Record(s)

l   Find out an Employee Record

l   Select Groups Of Employee

l   部門員工列表

l   新增僱員

 

 

 

 

l   臨時借調

 

l   電話薄

 

l   What is abnormal employee record, and how to find it out

Personnel 人事資料

 

 

View and Edit

l   Basic Information

l   Contact information

l   Family

 

Import from Excel

l   Import Employee Master

 

l   個人資料

l   一般表格遞交

l   Change Employee ID

Employment 僱用資料

 

l   Employment information

 

 

Movement 升遷記錄

 

l   Movement records

 

 

 

Education /

Working Experience

教育 / 工作經驗

 

l   Education

l   Working Experience

 

Import from Excel

l   Import Employee Education

l   Import Employee Working Experience

 

 

 

Training course 培訓課程

 

l   Employee Training Course

 

Import from Excel

l   Import Employee External Training Records

 

 

 

Skill & Credential

技能 牌照

 

l   Employee Skills

l   Credential

 

 

 

Bank account

銀行戶口

 

 

l   Bank account

 

 

 

MPF 強積金

 

 

l   MPF related

l   MPF Provider

 

 

 

Custom fields / Remark

自定義資料欄 / 備註欄

 

l   Custom Field Setup

l   Employee Remarks

l   Input custom information to employee

 

 

 

Others 其他

 

 

l   Insurance

l   Employee belongings

 

 

 

Performance Appraisal

績效評估

l   What is Appraisal Form

l   Appraisal Form Setup

l   Appraisal Item Setup

l   Appraisal Rating Setup

l   Performance Appraisal records

l   部門績效評估

 

l   績效評估

 

 

Dormitory 宿舍

 

l   Dormitory

 

 

 

Letter Management 信件管理

 

l   Letter Template Setup

l   Variable List

l   Generate Letter

 

 

 

Canteen Management

飯堂管理

 

l   Canteen System Setup

l   Canteen preferences

 

 

 

Leave Management 請假管理

Module 模組

Concept 概念

TAMS Setup 設定

TAMS Operation 操作

MSS Operation 操作

ESS Operation 操作

FAQ 常問問題

Leave Type 假期類別

l   Create a Leave Type in Software

 

 

 

 

Leave Entitlement

假期發放

Leave Entitle Plan

l   Leave Entitle Plan Setup

l   Import special day list to the system (For SH / PH Entitle Plan)

l   Examples

1.        Full Pay Sick Leave Entitle Plan (Monthly Cut Off)

2.        SH Entitle Plan

Manual Assign a Entitle Plan to Employee

l   Manual assign a Entitle Plan to Employee

l   Manual assign a Entitle Plan to Employee(Bulk)

Set a Default Entitle Plan to Employee

l   Set a default entitle plan to employee

 

 

l    Leave Entitle Plan Setup (Annual Leave) ¸

 

Leave Take 請假