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Personnel Manager Basic User Training
ENTERING CURRENCY AND EXCHANGE RULES
Personnel Manager uses your Windows settings to determine how to display currencies.
Currency amounts are displayed according to the Currency Format settings in Windows.
You also need to select your local currency in Personnel Manager or define it if it is not
included in the currency list. In addition, you must have an entry for Euros, so that
Personnel Manager can calculate and display amounts in both local currency and Euros.
To set the currency format for this workstation
1. Click the Start button and select Settings, then Control Panel.
2. Double-click on the Regional Settings icon.
3. Select the correct region for the date, time, currency, and number format you want to
use.
4. Click on the Currency tab folder.
5. Verify that the currency symbol is the one you want to use in Personnel Manager.
To set the currency exchange rates
1. Select Currency Exchange Rates from the Company menu.
2. Select GBP– Pounds Sterling from the Local Currency drop-down list.
3. Use the following buttons to add, delete, edit, and post changes to exchange rates.
Insert a new currency exchange rate record
Delete the current currency exchange rate record
Edit the currency exchange rate
Post changes made to the currency exchange rate
Cancel changes made to the currency exchange rate
4. To insert a new record, click the Insert button, and then type the currency abbreviation,
description, and current exchange rate.
5. When you finish entering currency exchange rates, click the OK button.
DEFINING ABSENCE ALLOWANCES
In Personnel Manager, absence allowances are based on employees‘ length of service
with the company, age, or neither of these criteria. Each employee can have their own set
of absence allowances, but using the Absence Allowance Wizard saves time by setting
default absence allowances. You can assign any of the absence allowances defined with
the Wizard to individual employees, to a group of employees, or to all employees. You can
also set the start date for each absence allowance on an individual, group, or global basis.
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