dashboard

Dashboard Screen

After a successful log-in from the Login Page, the user is redirected to the Dashboard Screen. It is also accessible by clicking on the Dashboard link in the Menu section. The following image show you what it looks like:

The descriptions for the columns and buttons available in this area are the following:

Dashboard Action Button

The Dashboard screen consists of two buttons that allow you to perform certain actions. The available buttons are the following:

Add Company – Allows you to incorporate a new company record

Dashboard Actions

The screen allows you to perform a single action, which is enter a new company record. The instructions on how to perform this action is as follows:

How to Add a New Company

Use the following steps to append a new company record in your active JustPayroll account:

  1. Click on the Add Company button and then click on the “+” option. After clicking on it, you will be redirected to the Add Company screen:

    Note: You may click on the Cancel button located at the bottom right of the screen to saving to end this process.
  2. Under the Basic Information tab, populate all the required fields.
  3. After completing the information in the Basic Information tab, click on the Next button at the bottom of the screen. After clicking on it, you will proceed to the next stage of the Add Company process, which is to complete the payroll details in the Payroll Policy tab:
  4. Under the Payroll Policy tab, select or populate in all the required fields.
    Note:
    • The percentages under the Premium Rates (%) column and the options under % Other Rules,% 13thMonth Pay, and % Statutory Deductions & Pay Frequency are set according to the current minimum statutory payroll policy standards. To ensure compliancy, the system will not allow you to lower the percentages.
    • The available fields under Frequency drop-down menu will change according to the selected option.
    • You may click on the Back button at the bottom of the Payroll Policy tab to return to the Basic Information tab to edit the company details. If so, please refer to Step 4 of the How to Add a New Company.
  5. After completing the information in the Payroll Policy tab, click on the Next button at the bottom of the screen. After clicking on it, you will proceed to the final stage of the Add Company process, which is to complete the timekeeping details under the Timekeeping Policy tab:
  6. Under the Timekeeping Policy tab, select or enter the right details in all the required fields.
    Note:
    • The available fields under the Work Schedule drop-down menu will change according to the selected option.
    • You may click on the Back button at the bottom of the Timekeeping Policy tab to return to the Payroll Policy tab to edit the payroll details. If so, please refer to Step 6 of the How to Add a New Company.
  7. After completing the information in the TimekeepingPolicy tab, click on the Save button at the bottom of the screen. After clicking on it, the new company is created.

Common Errors in Creating a New Company Record

Here are the typical human errors when creating a new company record:

Basic Information tab:

Not selecting or populating the required fields
– Entering the correct details in their appropriate fields ensures that the calculations and company records are accurate. If no data were entered in the required fields, warning labels appears.

Not Entering the ID number in a Correct Number of Characters for TIN, SSS, PhilHealth, and Pag-IBIG
– Each government entity mentioned above follows a certain format, and a sample format is shown beneath each of those fields. Warning labels will appear if the correct number of characters are not met:

To resolve this, enter the correct number of characters for each required field.

Not Entering Sufficient Number of Digits in the Mobile Number field
– The Mobile Number field requires 10 numbers. If the number of digits is not enough, you will see the following warning label:

To resolve this, enter the correct number of digits.

Payroll Policy tab

Not selecting or populating the required fields
– Warning labels if no data is entered or selected in the required fields.

Entering Values Below the Minimum Statutory Percentages in the % OT Rates
– To ensure compliance with the government regulations, the following warning labels appear if the percentages are setbelow the required amount:

Timekeeping Policy tab

Not selecting or populating the required fields
– Warning labels if no data is entered or selected in the required fields.

To ensure compliance with the government regulations, the following warning labels appear if the percentages are setbelow the required amount:

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