The Compensation Fund ROE table can be found in the Payroll Department.
Track the Workman’s Return of Earnings here, scheduled on the 1st of March each year for all clients where the Workman’s Service is checked in the Client table.
To switch on CIPC Annual Returns:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Check the Workmans checkbox.
Working on a Task
To work on a Compensation Fund ROE Task:
Go to the Compensation Fund ROE table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section. All of our automated tables work in this way.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.
The table also has a Notes column for any comments relating to the task.
A reminder will appear in the All Tasks Due table indicating the number of Compensation Fund ROE tasks due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task where you can start working.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while Filter will provide various options and allow you to type in a specific name.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.