The Resources screen is made up of a resource column, an interaction bar, a detail panel, and a Reload button.
These areas are used together to select, review and maintain payroll-related resources.
Resource column
The resource column is displayed on the left side of the Resources screen.
It contains the available resources for the company, including any jurisdiction-specific resources provided by SmoothPay and any additional resources added by users.
Selecting a resource displays its information in the detail panel.
Interaction bar
The interaction bar is displayed below the resource column.
Use the + button to add a new resource.
Use the - button to remove the selected resource.
Use the Edit button to make changes to the selected resource.
Detail panel
The detail panel is displayed to the right of the resource column.
It shows the information recorded against the currently selected resource.
Options, settings and fields
Date
Type: Date field
Purpose: Records the date associated with the resource.
Dependency: None
Other functionality: None
Subject
Type: Text field
Purpose: Records the subject or name of the resource.
Dependency: None
Other functionality: None
Summary
Type: Text field
Purpose: Records a summary or description of the resource.
Dependency: None
Other functionality: None
Type
Type: Dropdown menu
The available options are:
Note
Reminder
Training
Qualification
Warning
Purpose: Categorises the resource.
Dependency: None
Other functionality: None
Document
Type: Document field
Purpose: Displays the file attached to the resource.
Dependency: Populated when a document has been uploaded against the resource.
Other functionality: After the resource has been saved, the download button beside the field can be used to download the attached document.
Uploading a document
When adding or editing a resource, the Click to select file area is displayed in the upper-right of the resource window.
Click the Click to select file area to choose a document to attach to the resource, or simply drag and drop the file onto it.
If a document is already attached, its file name is displayed below the upload area.
Saving the resource stores the selected document against that resource.
Reload
The Reload button is displayed below the detail panel.
Clicking the Reload button refreshes the Resources screen and restores any default resources that were originally provided by SmoothPay but have since been removed.