FAQs

Frequently Asked Questions

This guide will walk you through the steps to generate an invoice using the provided interface.

Steps to Generate an Invoice

  1. Access the Invoice Form

    • Navigate to the "Generate Invoice" page.
  2. Fill in the Order Details

    • Order Number: This field is pre-filled with the order number (e.g., FER-27). Verify that it matches the order you wish to invoice.
    • Order Date: This field is also pre-filled with the order date (e.g., 03-27-2024). Confirm the date is correct. If needed, click the calendar icon to select a different date.
  3. Property Purchaser

    • The "Property Purchaser" field is automatically filled with the name of the purchaser (e.g., SourabhTest A). Ensure the name is correct.
  4. Enter Service Details

    • Service: Enter the name of the service provided (e.g., Pad Stake Out, Boundary Survey).

    • Service Amount: Input the amount charged for each service. The amount field should reflect the total cost for the respective service.

    • To add more services:

      • Click on "Add Row" to insert a new service line.
      • Enter the service name and the corresponding amount.
  5. Add Notes (Optional)

    • In the "Note" section, you can add any additional comments or instructions related to the invoice. This is optional and can be left blank if not needed.
  6. Save or Cancel the Invoice

    • After filling in all the required information:
      • Click OK to save and generate the invoice.
      • Click Cancel if you do not want to save the changes or if you wish to exit without generating the invoice.

Additional Information

  • Ensure that all fields are correctly filled before saving the invoice.
  • If you encounter any issues or discrepancies, please contact the support team for assistance.

Clocking in and clocking out typically refers to recording the start and end times of a work shift or task. This can be done using different methods depending on your workplace's system. Here are the common methods:

### 1. **Using a Physical Time Clock**
- **Find the Time Clock**: Locate the physical time clock device, usually placed near the entrance or a designated area.
- **Clock In**:
  - **Swipe a Card**: If your time clock uses swipe cards, swipe your ID card through the reader.
  - **Punch In**: If it’s a punch clock, insert your time card into the machine to punch in.
  - **Biometric Scan**: If it uses biometric data (fingerprint or face recognition), follow the prompts to scan.
- **Clock Out**:
  - Repeat the same process at the end of your shift to clock out.

### 2. **Using a Digital Time Clock or Software**
- **Log In to the Software**: Use your username and password to log into the time-tracking software (e.g., TSheets, Kronos, ADP).
- **Clock In**:
  - Find the "Clock In" or "Start Shift" button and click on it.
- **Clock Out**:
  - At the end of your shift, log back into the software.
  - Click on "Clock Out" or "End Shift."

### 3. **Using a Mobile App**
- **Download the App**: Install the time-tracking app your employer uses (e.g., Clockify, Toggl, Deputy).
- **Log In to the App**: Enter your credentials to access your account.
- **Clock In**:
  - Open the app and find the "Clock In" or "Start" button.
  - Click on it to start your shift.
- **Clock Out**:
  - When you finish your shift, reopen the app.
  - Click on "Clock Out" or "Stop" to end your shift.

### 4. **Using a Web Portal**
- **Access the Portal**: Go to the URL of the time-tracking web portal (e.g., BambooHR, Paylocity).
- **Log In**: Enter your credentials to access your account.
- **Clock In**:
  - Find the "Clock In" or "Start" button on the dashboard.
  - Click on it to clock in.
- **Clock Out**:
  - At the end of your shift, go back to the web portal.
  - Click on "Clock Out" or "Stop."

### 5. **Using Email or Manual Methods**
- **Email Method**:
  - Send an email to a designated address (like your manager or HR department) stating "Clocking In" with the time at the start of your shift.
  - Send another email at the end of your shift with "Clocking Out" and the time.
- **Manual Sign-In/Sign-Out Sheets**:
  - Write your name, time in, and time out on a paper sheet or spreadsheet maintained by your employer.

### 6. **Using a Phone System**
- **Call the Designated Number**: Some workplaces use phone-based systems where you dial a specific number.
- **Enter Employee ID**: Follow the prompts and enter your employee ID or credentials.
- **Clock In/Out**: Follow the voice prompts to clock in at the start of your shift and clock out at the end.

### Tips for Clocking In and Out
- **Check for Accuracy**: Always verify that your clock-in/out times are correct to ensure accurate payroll.
- **Notify for Issues**: If you forget to clock in or out, notify your supervisor or HR immediately.
- **Know the Policies**: Understand your company's policies on timekeeping, breaks, and overtime to comply fully.

Would you like instructions for a specific tool or platform your workplace uses?

To add an event to a calendar, the steps will depend on the specific calendar application you are using. Here are the general steps for some of the most popular platforms:

### 1. **Using Google Calendar:**
1. **Open Google Calendar**:
   - Go to [Google Calendar](https://calendar.google.com) in your web browser, or open the Google Calendar app on your smartphone.
   - Make sure you are signed in to your Google account.

2. **Create a New Event**:
   - **On Web**:
     - Click on the desired date or the "+ Create" button in the top left corner.
     - A pop-up window will appear for you to enter event details.
   - **On Mobile**:
     - Tap the "+" button at the bottom right corner of the screen and select "Event."

3. **Fill in Event Details**:
   - Enter the **Event Title** (e.g., Meeting with John).
   - Set the **Date and Time** of the event.
   - Add a **Location** if needed.
   - Set a **Notification Reminder** to alert you before the event.
   - You can also add a description, invite guests, and customize other settings.

4. **Save the Event**:
   - Click **Save** (on the web) or tap **Save** (on mobile).

### 2. **Using Microsoft Outlook Calendar:**
1. **Open Outlook Calendar**:
   - Go to the [Outlook Calendar website](https://outlook.live.com/calendar/) or open the Outlook app.

2. **Create a New Event**:
   - **On Web**:
     - Click on "New Event" or click on the date you want to add the event to.
   - **On Desktop App**:
     - Click on "New Appointment" or "New Meeting" under the "Home" tab.
   - **On Mobile**:
     - Tap the "+" button and select "Event."

3. **Fill in Event Details**:
   - Add the **Event Title** and select the **Date and Time**.
   - Set a **Location** if needed.
   - Add any **Notes** or details.
   - Set **Reminders** or notifications.

4. **Save the Event**:
   - Click or tap **Save** or **Send** if inviting others.

### 3. **Using Apple Calendar (iPhone, iPad, Mac):**
1. **Open the Calendar App**:
   - Open the **Calendar** app on your iPhone, iPad, or Mac.

2. **Create a New Event**:
   - **On iPhone/iPad**:
     - Tap the "+" icon in the upper-right corner of the screen.
   - **On Mac**:
     - Click on the "+" button at the top-left corner or double-click on the date you want to add the event to.

3. **Fill in Event Details**:
   - Enter the **Event Name**, **Date**, **Time**, and **Location**.
   - Set any **Notifications** or **Alerts**.
   - Add any additional notes or invite others to the event.

4. **Save the Event**:
   - Tap **Add** (iPhone/iPad) or click **Done** (Mac).

### 4. **Using Other Calendar Apps (like Samsung Calendar, etc.):**
1. **Open the Calendar App**:
   - Open the built-in or third-party calendar app on your device.

2. **Create a New Event**:
   - Tap the "+" button, "Add Event," or similar option.

3. **Fill in Event Details**:
   - Enter the **Title**, **Date**, **Time**, **Location**, etc.
   - Set reminders and add other details.

4. **Save the Event**:
   - Tap **Save** or **Done**.

Would you like more specific details for a particular calendar application?

Adding a user in an HR system typically involves creating a new employee profile or record in your HR software or platform. The specific steps depend on the HR software your organization uses, but here are general steps that apply to most HR management systems:

### 1. **Using an HR Management System (HRMS/HRIS)**

#### **Step-by-Step Process:**

1. **Log In to the HR System:**
   - Open your HR software or platform (e.g., BambooHR, Workday, ADP, SAP SuccessFactors, Zoho People).
   - Use your admin credentials to log in.

2. **Navigate to the Employee Management or Users Section:**
   - Look for a section titled "Employee Management," "User Management," "People," or something similar.
   - Click on "Add New Employee," "Add User," or a similar option.

3. **Enter Employee Details:**
   - **Basic Information**: Fill in the employee’s name, job title, department, date of hire, and employee ID.
   - **Contact Information**: Add the employee’s email address, phone number, and home address.
   - **Employment Details**: Input the type of employment (full-time, part-time, contractor), job role, manager, and work location.
   - **Compensation Details**: Enter salary information, pay frequency, and any additional compensation details.
   - **Access Permissions**: Set the user’s role and access level in the HR system (e.g., employee, manager, administrator).

4. **Add Documents and Attachments (if required):**
   - Upload relevant documents such as offer letters, contracts, and identification documents.

5. **Assign Benefits and Other HR Services:**
   - Set up benefits like health insurance, retirement plans, and leave policies if applicable.

6. **Review and Save:**
   - Review all the entered information for accuracy.
   - Click on "Save," "Create," or "Add User" to finalize the process.

7. **Send Login Credentials:**
   - If the platform requires user credentials, generate and send login details (username and password) to the new user’s email.

### 2. **Using Email or Internal Request (Manual Process)**
If your organization does not use an automated HR system, you might add a user manually:

1. **Gather Employee Information:**
   - Collect the necessary details from the new employee: full name, contact details, job title, department, start date, etc.

2. **Send a Request to HR or IT:**
   - Send an email to the HR or IT department requesting the addition of a new user.
   - Include all the collected details in the email.

3. **Confirm and Follow Up:**
   - Wait for a confirmation email from HR or IT.
   - Follow up if you don’t receive a response within a few days.

### 3. **Using an Onboarding Platform**
If your company uses a dedicated onboarding tool:

1. **Log In to the Onboarding Tool:**
   - Access the tool (e.g., Greenhouse, Lever, BambooHR onboarding module).

2. **Start a New Onboarding Process:**
   - Click on "Add New Employee" or "Start Onboarding."
   - Fill out the necessary details as prompted by the tool.

3. **Send Welcome Email:**
   - Send a welcome email to the new employee with instructions on how to complete their onboarding.

### Tips for Adding a User in HR:
- **Ensure Data Privacy**: Handle employee information with care and in compliance with data privacy laws (e.g., GDPR, CCPA).
- **Double-Check Information**: Verify all details for accuracy to prevent errors.
- **Confirm Access Permissions**: Ensure the correct access levels are set to protect sensitive data.

Would you like more specific steps for a particular HR system?

Can't find your answers?

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