2012 - apostila treinamento presencial - folha de pagamento · holerite / envio para o e-mail do...

Iob. com.br | folhamatic.com.br

Índice

Central Folhamatic .............................................................................................................. 04Atualizador Automático ..................................................................................................... 04Auto Backup ........................................................................................................................ 04Talkmatic Suporte Online ................................................................................................... 04Backup / Retorno Backup ................................................................................................... 04Emissão Certificado ............................................................................................................. 04Cadastro Empresas ............................................................................................................. 05Níveis de Usuários e Senhas .............................................................................................. 06Cadastro de Eventos ........................................................................................................... 07Tabela DSR por Empresa .................................................................................................... 08Sindicatos ........................................................................................................................... 08Bancos ................................................................................................................................ 09Departamentos .................................................................................................................. 10Lançamento de Notas Fiscais ............................................................................................. 10Cadastro de Funcionários …............................................................................................... 11Horários .............................................................................................................................. 14Lançamento Automático de Eventos ................................................................................. 16Digitação de Holerites ........................................................................................................ 17Digitação de Faltas .............................................................................................................. 18Controle de Benefícios …................................................................................................... 18Transferência de Funcionários ............................................................................................ 20Afastamentos e Retornos .................................................................................................... 21Reajuste Salarial e Alteração de Função ............................................................................. 21Ficha Financeira .................................................................................................................. 22Ficha de Registro ................................................................................................................ 22Duplo Vínculo ..................................................................................................................... 23Cadastro de Informações e Lembretes .............................................................................. 23Fila de Empresas ................................................................................................................ 24Folha Complementar …....................................................................................................... 24Adiantamento Salarial ........................................................................................................ 27Programação de Férias ....................................................................................................... 27Férias …............................................................................................................................. 28Rescisão …......................................................................................................................... 31Provisão de Férias e 13º Salário ........................................................................................ 37Processamento da Folha .................................................................................................... 38Contrato de Trabalho ........................................................................................................ 38Gerador de Contrato Configurável .................................................................................... 38Configuração de Avisos ..................................................................................................... 39Etiquetas ............................................................................................................................ 39Contribuições Diversas / INSS ........................................................................................... 40Contribuições Diversas / Configurável ............................................................................... 40Valores de Salários para Bancos ........................................................................................ 41

Grupo IOB Folhamatic | Apostila de Treinamento - Sistema Folhamatic 2


Admitidos e Demitidos (CAGED) ........................................................................................ 41Valores de Depósito FGTS ................................................................................................. 41Listagem Configurável XLS ................................................................................................ 42Listagem Cadastral ............................................................................................................ 42Ocorrência Cadastro Funcionários .................................................................................... 42Cadastramento do Trabalhador no PIS ............................................................................ 43Cadastramento do Trabalhador no NIS ............................................................................. 43Relatório de Folha de Pagamento ..................................................................................... 43Holerite (em Branco) ......................................................................................................... 44Holerite / Envio para o e-mail do Funcionário ................................................................... 44Relatório do Controle de Acesso ....................................................................................... 44Integração Contábil …........................................................................................................ 45Exportação para Bancos .................................................................................................... 47SindicatoNet ....................................................................................................................... 47SindiNet ............................................................................................................................. 47HomologNet ...................................................................................................................... 48S.E.FI.P. …........................................................................................................................... 48C.A.G.E.D. ACI Versão Atual ............................................................................................... 50G.P.S. .................................................................................................................................. 51D.A.R.F. ............................................................................................................................... 51Importação Pontomatic .................................................................................................... 51Configuração do Sistema .................................................................................................. 52Manual e Carta de Atualização .......................................................................................... 52Final de Mês ....................................................................................................................... 53Encerramento e Reabertura .............................................................................................. 53



Conteúdo

CENTRAL FOLHAMATIC

- Atualizador Automático

- AutoBackup

- Talkmatic Suporte Online

- Backup / Retorno Backup

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− Emissão Certificado

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Menu Arquivos / Empresas Usuárias / Aba Básico

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Menu Arquivos / Empresas Usuárias / Aba Folhamatic

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Menu Arquivos / Ativar Empresas

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Menu Utilitários / Cadastro de Níveis de Usuários e Senhas

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Menu Arquivos / Eventos / Cadastro

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Menu Arquivos / Eventos / Cópia de Eventos Padrão

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Menu Arquivos / Tabela de D.S.R. Por Empresa

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Menu Arquivos / Sindicatos / Aba Cadastro

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Menu Arquivos / Sindicatos / Aba Convenção Coletiva

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Menu Arquivos / Bancos

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Menu Arquivos / Departamentos / Aba Cadastro

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Menu Processos / Lançamento de Notas Fiscais / Notas / Retenção de Tomadores

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Dados

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Ident. Adm (Identificação Administrativa)

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Documentos

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Outros

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Complementos

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Complementos / Histórico de Férias

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Menu Arquivos / Horários / Cadastro

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Dependentes

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Lançamentos Automáticos

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Holerite

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Menu Arquivos / Funcionários / Cadastro Básico / Aba Pesquisa

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Menu Processos / Lançamentos Automáticos de Eventos

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Menu Processos / Digitação de Holerites

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Menu Processos / Digitação de Faltas

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Menu Processos / Controle De Benefícios / Cadastro / Aba Cadastro

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Menu Processos / Controle De Benefícios / Cadastro / Configuração das Faixas Etárias

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Menu Processos / Controle De Benefícios / Cadastro / Configuração de Custos

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Menu Processos / Controle De Benefícios / Cadastro / Lançamentos

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Menu Diversos / Transferência de Funcionários

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Menu Arquivos / Afastamento / Retorno / Cadastro

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Menu Arquivos / Reajuste Salarial / Alteração de Função

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Menu Arquivos / Ficha Financeira / 1 Informe

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Menu Contratos / Ficha de Registro de Funcionários / Modelo 1

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Menu Arquivos / Duplo Vinculo

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Menu Arquivos / Cadastro de Informações e Lembretes

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Menu Arquivos / Fila de Empresas

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Menu Processos / Folha Complementar

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Menu Processos / Folha Complementar / Reajuste Salarial

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Menu Processos / Folha Complementar / Digitação da Folha Complementar

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Menu Processos / Folha Complementar / Digitação da Folha Complementar / Exemplo

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Menu Processos / Adiantamento de Salário / Cálculo

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Menu Processos / Férias / Programação de Férias / Cadastro de Programação

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Menu Processos / Férias / Cálculo de Férias

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Menu Processos / Férias / Cálculo de Férias / Dados para Cálculo - 1

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Menu Processos / Férias / Cálculo de Férias / Dados para Cálculo / Configurar Salário

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Menu Processos / Férias / Cálculo de Férias / Cálculo Médias -2

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Menu Processos / Cálculo Férias / Proventos e Descontos - 3

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Menu Processos / Cálculo Férias / Proventos e Descontos - 3 / Impressão

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Menu Processos / Rescisão / Cálculo

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Menu Processos / Rescisão / Em Branco (Novo T.R.C.T.)

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Menu Processos / Rescisão / Outras Configurações

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Menu Processos / Rescisão / Resumo / Verbas Rescisórias (gravada)

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Menu Processos / Rescisão / Resumo / Identificação

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Menu Processos / Rescisão / Resumo / Valores FGTS

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Menu Processos / Rescisão / Impressos

- RESCISÃO- IMPRESSÃO DE MÉDIAS- DEMONSTRATIVO DE FÉRIAS

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Menu Processos / Rescisão / Exportação G.R.R.F.

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Menu Processos / Rescisão / Seguro Desemprego

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Menu Processos / Rescisão / Seguro Desemprego Configurável

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Menu Processos / Rescisão / Resumo GRRF

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Menu Processos / Rescisão / Tabelas de Faltas

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Menu Relatórios / Provisão De Férias e 13º Salário

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Menu Processos / Processamento da Folha

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Menu Contratos / Contrato de Trabalho

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Menu Utilitários / Gerador de Contrato Configurável

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Menu Utilitários / Configuração de Avisos

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Menu Impressos / Etiquetas

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Menu Relatórios / Contribuições Diversas / I.N.S.S. - I.R.R.F.- I.N.S.S.- ASSISTENCIAL - SINDICAL - CONFEDERATIVA- CONFIGURAVEL - CONFIGURÁVEL > VÁRIOS EVENTOS

Abaixo alguns exemplos dos relatórios mais utilizados:Menu Relatórios / Contribuições Diversas / INSS

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Menu Relatórios / Contribuições Diversas / Configurável

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Menu Relatórios / Valores de Salários para Bancos

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Menu Relatórios / Admitidos e Demitidos (CAGED)

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Menu Relatórios / Valores depósito de F.G.T.S.

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Menu Listagem / Configurável XLS

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Menu Listagens / Funcionários / Listagem Cadastral

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Menu Listagens / Ocorrência Cad. Funcionários

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Menu Listagens / Cadastramento do Trabalhador no PIS

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Menu Listagens / DCN Documento de Cadastramento do NIS

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Menu Relatórios / Folha de Pagamento (Prov./Desctos) / Relatórios

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Menu Impressos / Holerite / Em Branco

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Menu Impressos / Holerite / Envio para o e-mail do Funcionário

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Menu Relatórios / Controle de Acesso

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Menu Diversos / Integração Contábil / Configuração / Aba 3 Config. Provisão

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Menu Diversos / Integração Contábil / Exportação

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Menu Diversos / Exportação para Bancos

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Menu Diversos / SindicatoNet

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Menu Diversos / SindiNet

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Menu Diversos / HomologNet

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Menu Diversos / SEFIP / Aba Dados Principais

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Menu Diversos / SEFIP / Aba Dados Complementares

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Menu Diversos / SEFIP / Aba Departamentos

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Menu Diversos / C.A.G.E.D. ACI Versão Atual

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Menu Diversos / Pré Validados CAGED

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Menu Utilitários / Configuração do Sistema

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Menu Utilitários / Manuais / Carta de Atualização

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Menu Processos / Final de Mês

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Menu Diversos / Encerramento e Reabertura de Mês

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Agradecemos sua participação!

Dúvidas sobre treinamentos: [email protected]

Dúvidas sobre o sistema: [email protected]


2012 - apostila treinamento presencial - folha de pagamento · holerite / envio para o e-mail do...

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