1. Initiating a Salary Process

• Click the "Initiate Salary Process" button located at the top right of the main dashboard.
• This will open the designated Google Form for starting a new salary cycle (e.g., for a specific month and year).
• Fill in all required details in the Google Form such as "Salary for the Month", "Year", and any "Remarks", then submit the form.
• After submission, new entries will appear in the FMS table. You might need to click the 🔄 Sync icon in the header to refresh the data.

2. Viewing and Managing Entries

• The main dashboard displays scorecards summarizing key metrics like total pending processes, items pending at each stage, and total processed salaries.
• All salary process entries are listed in the main table.
• Use the search bar to quickly find specific entries (e.g., by UID, Salary Month, Year).
• Utilize the filters to narrow down the list by Overall Status, Month-Year, or Action Status (Overdue/Upcoming).
• Click the 👁️ icon in the "Actions" column for any entry to view its detailed information and to process the salary stages.

3. Processing Through Salary Stages

When you open an entry's details (using the 👁️ icon), you'll find the "Salary Stage Processing" section. This outlines each step. For the current pending stage, a "Take Action" button will be available.

• General Action Mechanism:
  • If the `Take Action (...)` field for a stage (defined in your backend Google Sheet) contains a Google Form URL, clicking the corresponding "Take Action" button in the FMS will open that Google Form in a modal. After submitting the form and closing the modal, the FMS will attempt to sync data.
  • If the `Take Action (...)` field is empty or has plain text instructions, clicking the button opens a confirmation modal. Review instructions, then click "Mark Complete" (or a stage-specific button text) to record the actual completion time for that stage.
  • Per-stage details like "Status" (e.g., "Take Approvals from MD Status") and "Comments" are expected to be updated via the linked Google Form or directly in the backend sheet if no form is used for that specific action.
• Stage 1: Take Approvals from MD
  • Purpose: Obtain necessary management approval for the compiled salary figures.
  • Action in FMS: After MD approval is secured, click the "Mark MD Approval Done" button in the entry's details view. This records the actual completion time.
  • Backend Update: Ensure "Take Approvals from MD Status" and "Take Approvals from MD Comments" fields are updated in your Google Sheet (either manually or via a linked form if you set one up for this action).
• Stage 2: Salary Sheet given to Accounts
  • Purpose: Formally provide the MD-approved salary sheet to the Accounts department for payment processing.
  • Action in FMS: Once the sheet is handed over, click "Mark Sheet Given".
  • Backend Update: Update "Salary Sheet given to Accounts Status" and "Comments" in the backend.
• Stage 3: Salary Proceed
  • Purpose: Confirm that the Accounts department has processed and disbursed the salaries.
  • Action in FMS: After salary disbursement is confirmed, click "Mark Salary Processed".
  • Backend Update: Update "Salary Proceed Status" and "Comments". This completes the salary cycle for the entry in the FMS.

The FMS automatically updates the entry's overall status based on completed stages. Planned dates for subsequent steps are also set automatically. Use the 🔄 icon in the details modal to refresh individual entry data if needed.

4. Task Responsibilities

• Click the “Responsibilities” button (top right) to view general guidelines on which department or role is typically responsible for each stage of the salary process.

5. Accessing Backend Data

• Click the "Backend Data" button.
• A login popup will appear. Enter Login ID: Admin and Password: Admin.
• If successful, the Google Sheet containing the raw salary data will open in a new tab. If credentials are incorrect, an error message will be displayed.

6. Syncing Data

• Click the 🔄 Sync icon located in the top header of the FMS.
• This action refreshes the data displayed in the FMS, pulling the latest information from your backend Google Sheet. This is particularly important after you've initiated a new salary process via the Google Form or if any manual changes have been made directly in the Google Sheet.