HRIS User Manual - ADARSH DEVELOPERS

HRIS

User Manual

Ascent Consulting Services Pvt. Ltd.,

http://www.ascent-online.com

Version 1.0.0

of 110

Human Capital (HRIS)

User Manual

HRIS

User Manual



Version 1.0.0 of 110

Human resource Management

Human Resource is the description of the processes involved in managing people in an

organization. Human resource is a technique of managing a work force. This system explains the

overall Management of the Company, branches and their employee’s details. It maintains the

detailed information of Company and their Employees details like Department, Grade, Salary and

Leave details.

The HR function consists of tracking innumerable data points on each employee, from

personal histories, data, skills, capabilities, experiences to payroll records.

The payroll module automates the pay process by gathering data on employee time and

Attendance, calculating various deductions and taxes, and generating periodic pay cheque’s and

Employee’s tax reports. Data is generally fed from the human resources and time keeping modules

To calculate automatic deposit and manual cheque writing capabilities.

Human resource management information system supports recruitment, selection, hiring,

job placement, performance appraisals, employee benefit analysis, training development, health,

Safety and security.

HRIS

User Manual




Features:

• Multi-company processing

• Multi branch, department… etc group

• Enhanced user access permission to Access Company wise/ branch wise.

• Capture relevant and accurate details in the employee master and other related payroll

records

• Periodic and regular updating of Employee Master

• Disabling records of separated employees in various applications / masters on a timely

basis

• Accurate computation and deduction of various statutory amounts due from employees

• Maintain proper attendance and leave records

• Regular recovery of loans and advances from employees

• Compliance with tax and other regulatory requirements

• Accurate and timely disbursement of employee salaries

HRIS

User Manual




Implementation Process flow of HR

Company

Setup

Import

Employee

Information

Import

Attendance &

LOP

Import CTC

(Earnings &

Deductions)

Process

Compliance

Lock the

Records Migration Process

Import Loan

Import

Reimbursement

Process Payroll

CTC

Component

Reports

HRIS

User Manual




Index 1. Welcome Page & Log In

2. Master Settings of a Company 2.1. Creation of a Company

2.1.1. Lock Record

2.1.2. Un-Lock Record

2.2. Creation of a Branch

2.2.1 Delete

2.3. Settings

2.3.1. Creation of Components

2.3.1 Delete

2.3.2. Creation of a Grade

2.3.3. Creation of a Department

2.3.4. Creation of a Designation

2.3.5. Creation of a Leaves

2.3.6. Creation of a Shift Details

2.3.7. Insurance

2.3.8. Employee Assets Master

2.3.9. Financial Year

2.4. Security

2.5. Reference Attachment

2.5.1. New Attachment

2.5.2. Upload Document

2.6. Embedded Attachment

2.6.1. Upload File

2.7. Employee Import

3. Employee Master 3.1. New Employee

3.2. Office

3.3. Home / Personal

3.4. Photo

3.5. Language

3.6. Remarks

3.7. Dependants

3.8. Permanent Address

3.9. Profile

3.9.1. Education

3.9.2. Job

3.9.3. Docs

3.9.4. Bank

3.9.5. History

3.9.6. PWD (Previous Work Details)

3.9.7. Accident

HRIS

User Manual




3.9.8. Training

3.9.9. Disciplinary

3.9.10. Extracurricular

3.9.11. Shifts

3.10. Salary Components

3.10.1. Salary

3.10.2. Pay-info

3.10.3. Leave

3.10.3.1. Process flow of Leave

3.10.4. Loan

3.10.4.1. Process flow of Loan

3.10.4.1. Skip Payment/Full Payment

3.10.5. Reimbursement

3.10.6. Add-on

3.10.7. TDS

3.10.8. Assets/Company Belongings



3.13. Tax Declaration

3.14. YTD Payslip

3.15. Properties

3.15.1. Update

3.15.2. Arrears

3.16. Resignation

3.17. Export

4. Payroll 4.1. Attendance

4.1.1. Process flow of Attendance

4.2. Attendance Register

4.3. Reimbursement/Add-on

4.3.1. Manual

4.3.2. Bulk Upload

4.4. Salary Processing

4.5. Compliance

4.6. Generating Compliances

5. Appraisals 5.1. Creation of Attributes

5.2. Creation of Parameters

5.3. Creation of Appraisal

5.4. Self Rating

5.5. Manager Rating

6. Reports

HRIS

User Manual




1. Welcome Page & Log In

HRIS is a part of net BMS family and you are welcome to take secured login after a brief

review of product copy rights. Product is compatible for IE 6.0 and above. Product will not

allow login with other browsers. Click on “I agree” and move onto login page.

Figure: Log in Screen

On login page enter user id and password.

User ID should be a valid e-mail ID e.g., [email protected]

HRIS

User Manual



Version 1.0.0

of 110

Human Resource Dashboard

Figure: Human Resource Dashboard

The above picture shows the statistics of a Company and its monthly payout’s

Click

Select

HRIS

User Manual



Version 1.0.0

of 110

2. Master Settings of a Company

2.1. Creation of a Company

Click companies.

Select new

Figure: New Company

Enter the details in respective fields and click on save button.

Company

Branches

Leaves

Designation

Loans

Department

CTC

Components

HRIS

User Manual



Version 1.0.0

of 110

Once the record is saved, additional tabs gets added as shown below

In Configure Details, if allow branch master is set as Yes, then able to view all branch

employees and can process Attendance & Salary for all the employees. If set as No, then can view

only the branch to which they have permission and can process the Salary & Attendance for the

one selected in Select/Change Company.

HRIS

User Manual



Version 1.0.0

of 110

NOTE: The fields marked with “ ” are mandatory.

HRIS

User Manual



Version 1.0.0

of 110

Click on Select/Change Company.

Set the parameters like Company and Branch as shown below, based on the parameters set, can

access the company and branch.

HRIS

User Manual



Version 1.0.0

of 110

2.1.1. Lock Record

Any record in the module can be locked to prevent un-authorized users from editing.

Click on the check box, right click and select Lock Record.

System prompts a Pop up window as shown below

Click on Ok button to confirm the action or else click on cancel.

The record is locked is highlighted as shown below

Figure: Record Locked

HRIS

User Manual



Version 1.0.0

of 110

2.1.2. Un-Lock Record

HR Admin can unlock the record and can do the changes

Click on the check box, right click and select Un-Lock Record


Click on Ok button to confirm the action or else click on cancel.

The record is Un-locked is as highlighted below

Figure: Record Unlocked

HRIS

User Manual



Version 1.0.0

of 110

2.2. Creation of a Branch

To create branches in a company

Select .

To create a Branch Group

Select New Branch Type

Figure: New Branch Group


To create a branch either under a group folder or under a root folder

Click on New Branch

Figure: New Branch


Note: Who ever has permission, only they can access this Branch

HRIS

User Manual



Version 1.0.0

of 110

Status of Processes:

Status Visible in Employee Master

New Yes

Edited No

Pending Approval No

Approved Yes

The status of the branch is in New state as shown below

If the status is in Edited mode, then right click on the record and select Process button as

shown below

HRIS

User Manual



Version 1.0.0

of 110


Click on save button

Now, the status is in Pending Approval as shown below



HRIS

User Manual



Version 1.0.0

of 110

Now, the status is in Approved as shown below

To copy a Branch from some other company, click on Copy button & enter the company

name.

2.2.1. Delete

Right click on the record and select Delete Grade.

System prompts a pop up window as shown below

Figure: Delete Screen

Click on Ok to confirm the action or else click on Cancel.

Note: Before deleting a record please make sure that the record is un-locked.

HRIS

User Manual



Version 1.0.0

of 110

2.3. Settings

2.3.1. Creation of Components

For Ex. Income, Deduction and so on.

Click on

To create component group

Click on New group

Figure: New Component Group


Component Groups are as shown below

Figure: List of Components Group

To create components under a group

For Ex. PF, PT under Deductions and Basic, HRA under Income and so on

HRIS

User Manual



Version 1.0.0

of 110

Click on New Components

Figure: New Component


HRIS

User Manual



Version 1.0.0

of 110

The list of components under a group is as shown below

Figure: List of components and its Group

Process Flow:

Refer Status of Processes

HRIS

User Manual



Version 1.0.0

of 110

2.3.1.1 Delete

Select the record and click on Delete icon which is present in the tool

bar.

System prompts a pop window as shown below.

Figure: Delete Screen


Note: Before deleting a record please make sure that the record is un-

locked.

Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

2.3.2. Creation of a Grade

Differentiating the employee’s grade wise like Employees or Contract.

Select

Click on New Grade

Figure: New Grade


HRIS

User Manual



Version 1.0.0

of 110

After saving the grade the components get added which is as shown below

Figure: Grade and its Components

Can set the components which are applicable to the grades respectively

To copy a Grade from some other company, click on Copy button & enter the

company name.

Process Flow:


Deleting Grade:

Refer Section 1.2.1

Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

Note: Components can be set to employees, grade wise also.

HRIS

User Manual



Version 1.0.0

of 110

2.3.3. Creation of a Department

Creating departments in a company.

Select

Click on New Department

Figure: New Department


To copy a Department from some other company, click on Copy button & enter

the company name

Process Flow:


Deleting Department:

Refer Section 1.2.1

HRIS

User Manual



Version 1.0.0

of 110

2.3.4. Creation of a Designation

Click on

To create designation group

Click on New group

Figure: New Designation


To create designation under a group

Click on New Designation

Figure: New Designation


To copy a Designation from some other company, click on Copy button & enter

the company name

Process Flow:


Deleting Designation:

Refer Section 1.2.1

HRIS

User Manual



Version 1.0.0

of 110

2.3.5. Creation of Leaves

Select

Click on New Leaves

Figure: New Leaves


To copy a Leave from some other company, click on Copy button & enter the

company name

Process Flow:


Deleting Leaves:

Refer Section 1.2.1

Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

HRIS

User Manual



Version 1.0.0

of 110

2.3.6. Creation of Shift Details

Select

Click on New

Figure: New Shift details


Deleting Shift Details:

Refer Section 1.3.1.1

Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

HRIS

User Manual



Version 1.0.0

of 110

2.3.7. Insurance

Insurance for the Company

Select

Click on New Insurance Company

Figure: New Insurance Company


Deleting Insurance:


Click on New Insurance Paid-Refund Group

Figure: New Insurance Paid Refund Group


HRIS

User Manual



Version 1.0.0

of 110

Click on New Insurance Paid-Refund

Figure: New Insurance Paid Refund


Insurance Policy is as shown below

Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

HRIS

User Manual



Version 1.0.0

of 110

2.3.8. Employee Assets Master

Select

Click on New Assets

Figure: Employee Asset Master


Deleting Assets:


Lock Record:

Refer Section 1.1.1

Un-Lock Record:

Refer Section 1.1.2

HRIS

User Manual



Version 1.0.0

of 110

2.3.9. Financial Year

Select

Click on New Financial Year

Figure: New Financial Year


Note: Current Financial Year will be in Active state & Previous Financial year will

be in Open state as shown below.

Deleting Financial Year:


HRIS

User Manual



Version 1.0.0

of 110

2.4. Security

Click on

Figure: Security

Enter the user or a group name to access the company or to deny and click on save

button.

HRIS

User Manual



Version 1.0.0

of 110


Attachments are used to attach documents related to the company or to the employees.

Select Reference Attachment

2.5.1. New Attachment

Click on New Attachment

Figure: New Attachment


2.5.2. Upload Document

Click on Upload Document


HRIS

User Manual



Version 1.0.0

of 110


Select Embedded Attachment

2.6.1. Upload File

Click on Upload File.

Figure: Upload File


2.7. Employee Import

It is used for bulk uploading of employees to the respective company.

Select and click on the company from the companies list.

Click on Employee Import Template.

System prompts a pop up window

Figure: Employee File Download

HRIS

User Manual



Version 1.0.0

of 110

Open or Save the template to the local system.

Enter the details and save the template.

Click on Import Employees from Template

HRIS

User Manual



Version 1.0.0

of 110


Figure: Employee Import Screen

Browse the file and click on Import Enquiry.

Data gets imported successfully to the respective company.

HRIS

User Manual



Version 1.0.0

of 110

3. Employee Master

Employee Profile

CTC Break Up

Leave

Loan

Reimbursement

IT Declaration

TDS Calculated

Compliance

Calculated

Payroll Calculated

HRIS

User Manual



Version 1.0.0

of 110

3.1. New Employee

For individual employee, Click on New Employee

Figure: New Employee


Note:

New Employee has four levels of approvals

o 1st level of approval is

o 2nd

level of approval is

o 3rd


o For the Last level of approval, right click on the record and select Enable Employee

and click on Ok.

o Once it is approved, the Employee Code will be generated automatically.

Existing Employees has three levels of approvals.

o 1st level of approval is

o 2nd


HRIS

User Manual



Version 1.0.0

of 110

o 3rd


o Once it is approved, the employee will be enabled.

Once the record is saved, additional tabs gets added to it which are explained and shown as

follows

3.2. Office

Enter the employee’s general details like address, email address, date of birth etc and the

official details like date of joining, employee code, grade etc.


HRIS

User Manual



Version 1.0.0

of 110

3.3. Home / Personal

Enter the employee’s personal details like marital status, cast etc


HRIS

User Manual



Version 1.0.0

of 110

3.4. Photo

Attaching photo of the employee

3.5. Language

Languages known to an employee

Click on Add Language Known

Figure: New Language


HRIS

User Manual



Version 1.0.0

of 110

3.6. Remarks

Remarks If any

3.7. Dependants

Dependants of an Employee like spouse, Mother, Father and so on

Click on New Relative

Figure: New Relative


HRIS

User Manual



Version 1.0.0

of 110

Once the record is saved, additional tabs gets added to it as shown below

Figure: New Claimed Details


3.8. Permanent Address

Permanent Address details of an employee


HRIS

User Manual



Version 1.0.0

of 110

3.9. Profile

3.9.1. Education

Qualification details of an Employee

Click on Add Details


3.9.2. Job

Profile of Current Job and its details

Click on New Job Profile


HRIS

User Manual



Version 1.0.0

of 110

3.9.3. Docs

Details of documents submitted to the company

Click on Add Document


3.9.4. Bank

Bank Account details of an Employee

Click on Add Account Details


HRIS

User Manual



Version 1.0.0

of 110

3.9.5. History

Shows the details of promotion in Grade/Department/Designation and so on.

Figure: History List

Click on New Record


HRIS

User Manual



Version 1.0.0

of 110

3.9.6. PWD (Previous Work Details)

Shows the previous company details and work done of an employee

Click on Add Work History


HRIS

User Manual



Version 1.0.0

of 110

3.9.7. Accident

If an employee met with an accident, can claim the compensation

Click on New Accident Details


3.9.8. Training

Details of the training undergone by the employee

Click on New Training


HRIS

User Manual



Version 1.0.0

of 110

3.9.9. Disciplinary

Click on New Disciplinary


3.9.10. Extracurricular

Click on New Hobby & Game


HRIS

User Manual



Version 1.0.0

of 110

3.9.11. Shifts

Displays shift details of an employee

Process Flow:


3.10. Salary Components

3.10.1. Salary

Shows the employee salary components

HRIS

User Manual



Version 1.0.0

of 110

3.10.2. Pay-info

Shows the details of salary processed

3.10.3. Leave

Click on Show Status

Click on New Leave Applicable


Note: Should update manually for all the employees

HRIS

User Manual



Version 1.0.0

of 110

3.10.3.1. Process flow of Leave

To apply leave Click on Leave Application

Employee Level


The status of the leave is in Draft as highlighted below

Figure: Leave Draft Screen

Right click on the record and select Process as shown below

HRIS

User Manual



Version 1.0.0

of 110


Enter the details and click on save button.

The status of the leave is in Pending Approval as highlighted below

Figure: Leave Pending Approval Screen

Manager Level Approval

Select

Click on leave

Select the employee as shown below

Figure: Leave Pending Screen

HRIS

User Manual



Version 1.0.0

of 110

Right click on the employee and select Process as shown below



Leave has been Approved as shown below

Figure: Leave Approved

HRIS

User Manual



Version 1.0.0

of 110

3.10.4. Loan

3.10.4.1. Process flow of Loan

To apply Loan Click on New Loan List

Figure: New Loan


The status of the loan is in Send for Approval as shown below

HRIS

User Manual



Version 1.0.0

of 110

Select

Select Loan

Right click on the record and select Approved as shown below

System Prompts a pop as shown below

Click on Ok to Confirm the action

HRIS

User Manual



Version 1.0.0

of 110

The status of the loan is in Approved as shown below

Right Click on the Approved Loan and select Payment

System Prompts a pop as shown below

HRIS

User Manual



Version 1.0.0

of 110

Enter details and click on save button.

The status of the loan is in Processed as shown below

HRIS

User Manual



Version 1.0.0

of 110

Click on the loan and select EMI Details

To make the EMI Paid for the month, there are two ways:

EMI amount will get deducted automatically when salary is generated.

Right click on the EMI Details and select Paid

HRIS

User Manual



Version 1.0.0

of 110

HRIS

User Manual



Version 1.0.0

of 110

System prompts a pop up as shown below

Click on Ok to confirm the action or else Cancel

HRIS

User Manual



Version 1.0.0

of 110

HRIS

User Manual



Version 1.0.0

of 110

2.9.4.2. Skip Payment / Full Payment

Salary Components Loan

Click on New Request Form

Select the request type either Skip Payment or Full Payment and No of

installments which is as shown above

Enter details and click on save button.

The status will be in New state as shown below

Right click on the record and select Apply as shown below

HRIS

User Manual



Version 1.0.0

of 110



The status of the loan is Applied as shown below

Select

Select Loan

Click on Request List

Right click on the record and select Granted as shown below


HRIS

User Manual



Version 1.0.0

of 110

Click on Ok to confirm the action or else Cancel.

The Loan skip is granted as shown below

HRIS

User Manual



Version 1.0.0

of 110

3.10.5. Reimbursement

Claiming for the reimbursements

Click on New Reimbursement


Right click on the record and select Process as shown below

HRIS

User Manual



Version 1.0.0

of 110

3.10.6. Add-on

Monthly Add on other than Salary Components

Click on New Add on


3.10.7. TDS

Tax Declaration View

HRIS

User Manual



Version 1.0.0

of 110

3.10.8. Assets/Company Belongings

Assets taken from the company and its details.

Click on Add Asset

Enter the details in the respective fields and click on save button.

Click on Request for Asset

Enter the details fields and click on save button.


Refer Section 1.5


Refer Section 1.6

HRIS

User Manual



Version 1.0.0

of 110

3.13. Tax Declaration

Employee Self Income Tax declaration form


3.14. YTD Payslip

To view Year to Date payslip of an employee



HRIS

User Manual



Version 1.0.0

of 110

Displays the Annual Salary report as shown below

3.15. Properties

Properties are used to change CTC/Grade/Department/Designation and so on or to add the

arrear amount for an employee

3.15.1. Update


HRIS

User Manual



Version 1.0.0

of 110

3.15.2. Arrears

Click on New Arrear Definition


HRIS

User Manual



Version 1.0.0

of 110

3.16. Resignation

Right click on the employee and select Resignation as shown below


HRIS

User Manual



Version 1.0.0

of 110

Enter resignation details, reason for leaving, remarks and settlement and click on save button.

Employee has been disabled as shown below

3.17. Export

HRIS

User Manual



Version 1.0.0

of 110

A window is displayed is as shown below

Select the fields which ever are required and click on add fields and select Export Results

icon.

Import Salary Structure:

Employee Name and Code should already be present in the Employee Master and the

earning components should be present and should be given same name and same spellings.

Language and Dependants:

Refer Employee Import

HRIS

User Manual



Version 1.0.0

of 110

4. Payroll

Employee

Master

Salary

Components

Calculate

LOP

Calculate

Loan Amt

Process

Pay Slip

Calculate

Reimb. Amt

Compliance

Calculation

Reports

HRIS

User Manual



Version 1.0.0

of 110

Payroll Dashboard

Can View Enabled/Disabled employees, Loans Approved, Confirmed Employees and reports

like Salary statement, Allowance Report Bank statement and summary and also can generate

Attendance & Salary through dashboard.

4.1. Attendance

Select

Click on attendance

Select new daily attendance.


HRIS

User Manual



Version 1.0.0

of 110

4.1.1. Process flow of Attendance

Click on Attendance Register, a web page is displayed as shown

Set the input parameters like Month, Year and so on

Click on Generate Now button



HRIS

User Manual



Version 1.0.0

of 110

Attendance Register list is displayed as shown below

Displays full month

attendance even though

the employee is absent for

the day.

Loss of Pay for

the current month

Adjust previous

month LOP add –

sign before the digit

P=0 is equivalent to P=1

A=0 is equivalent to A=1

When the value of A & P is set as 0

or 1 it counts only the number of A’s

& P’s present in the sheet regardless

of its values.

When the values of A & P is set as

0.5, 0.25, 0.75 it accepts the number

of A’s & P’s and also its values.

HRIS

User Manual



Version 1.0.0

of 110

Status of Leaves

Status of leaves can be represented as Present, Absent, Holiday and so on…

Note: Please make sure that attendance register is locked before processing the salary.

4.2. Attendance Register

HR Admin and HR Manager can view the attendance details of different branches

Select New Attendance Register


HRIS

User Manual



Version 1.0.0

of 110

When you click on button you can view the attendance register of that particular branch

4.3. Reimbursement/Add-on

4.3.1. Manual

Click on New Add on


(Note: Date should be on respective month and Select income or Deduction of their

nature)

4.3.2. Bulk Upload

Click on Import button Download template Fill the data and again Pay roll

Reim/ Addon Import button browse the excel sheet click on import button

(Note: Nature and com_name should be same and Date should be respective month)

HRIS

User Manual



Version 1.0.0

of 110

In case of TDS, has to be manually updated:

Pay roll Reim/Addon Import button Download template Com_name

should be TDS Fill the data and again Pay roll Reim/Add-on Import

button Browse the excel sheet Click on import button

4.4. Salary Processing

Note: Before processing the salary make sure that you have approved all the employee

profiles. Unless and until you approve, you can not process the salary

Set the input parameters like Month, Year and so on

Click on Process button


Click on Ok to confirm the action or else Cancel.

HRIS

User Manual



Version 1.0.0

of 110

Payslip of all the employees is displayed. The status of the employees will be in Pending

State. Right click on the record and Select , salary is generated for the month which is

as shown below.

Note: If you want to With Held the employee, then change the status form Pending to With

Held and click on Update button.

To delete an employee salary, unlock the particular employee salary, right clicks and

select Rollback-LMS

HRIS

User Manual



Version 1.0.0

of 110

Payslip of an Employee

List of Salary Components Individual Salary Component

HRIS

User Manual



Version 1.0.0

of 110

HRIS

User Manual



Version 1.0.0

of 110

4.5. Compliance

Financial Year Enable

Note: If the Compliances are doing for first time for the Year

Click

Select Companies

Select the company.

Select then and unlock the record and set Status as Active and

Save

To update the Compliances Part on monthly Basis:

Click on and select respective Financial Year on Payroll Dashboard.

Click on Compliances

Click on Update Compliance Info to update the compliances.



HRIS

User Manual



Version 1.0.0

of 110

The update compliances are as shown below

The compliances are as follows

Labour Welfare Fund (LWF)

Professional Tax (PT)s

Tax Deducted at Source (TDS)

Employee State Insurance (ESI)

Provident Fund (PF)

For each of these Compliances you can take reports

Labour Welfare Fund (LWF)

LWF Coverletter: Monthly LWF remittance bank format

LWF Return

Professional Tax (PT)

PT Challan: Monthly PT remittance bank format

PT Annual Return: Remittance details to be filed with PT

Tax Deducted at Source (TDS)

TDS Challan (92B): Monthly deduction for Employees

TDS Challan (94J): Monthly deduction for Contract Employees

HRIS

User Manual



Version 1.0.0

of 110

Employee State Insurance (ESI)

ESI Challan: Monthly ESI remittance bank format

ESI Return Coverletter

Form 6: Half Yearly Employee wise ESI contribution details

Form 7: Summary Info

Provident Fund (PF)

PF Challan: Monthly PF remittance bank format

Form 12A: Monthly PF contribution details (Return)

Form 5: New joinee details

Form 10: Resignee details

Form 3A: Employee wise yearly PF contribution details

Form 6A: Summary Info PF contribution details

Form 6A Annexure: Annual/Yearly PF remittance details

HRIS

User Manual



Version 1.0.0

of 110

4.6. Generating Compliances

For Example:

Click on Provident Fund

Select Form 12A/PF

HRIS

User Manual



Version 1.0.0

of 110

Enter the Transaction from date and click on save button

Click on the month, PF challan is displayed as shown below


HRIS

User Manual



Version 1.0.0

of 110

Can view Employee, Employer Contribution, and Wages

Right click on the month and take the reports which is as shown below

NOTE: Similarly can make the challan ready for other Compliances also.

HRIS

User Manual



Version 1.0.0

of 110

5. Appraisals

Implementation Process Flow of Appraisal

Click on

Click on

Click on Employee Master and select the company.

Select Appraisals

Appraisal Self Rating

(Employee)

Submit

Appraisal

Sent for

Review

Manager

Rating

Mark as

Reviewed

Reviewed

HRIS

User Manual



Version 1.0.0

of 110

4.1 Creation of Attributes

Click on Attributes/Parameters.

Click on New Group.


The Groups are as shown below.

HRIS

User Manual



Version 1.0.0

of 110

Click on New Parameter, to create parameters under a group.

Enter the details and click on save button

The parameters are shown below

HRIS

User Manual



Version 1.0.0

of 110

Creation of Appraisal

Click on new icon to create a new appraisal


The status of the appraisal will be in new state as shown below

HRIS

User Manual



Version 1.0.0

of 110

Click on the appraisal, additional tabs gets added as shown below

Click on New group under attributes tab.

Enter the details and click on save button

HRIS

User Manual



Version 1.0.0

of 110

Click on Add Parameter(s), to create Parameters under the group.

Select the parameters and click on Add all Selected Record(s).


HRIS

User Manual



Version 1.0.0

of 110

Select Add Participants under Participants tab

Click on Browser Pull down button to select the employees to appraise.

.

Select the Employees and click on Add all Selected Record(s).

Click on save button to save the Participants.

HRIS

User Manual



Version 1.0.0

of 110

List of Participants are as shown below

Right click on the new Appraisal and select Enable Appraisal

HRIS

User Manual



Version 1.0.0

of 110

The system prompts for confirmation action

Click on ok to confirm or else cancel

Click on ok. Now, appraisal changed the status from New to Enabled state as shown below

HRIS

User Manual



Version 1.0.0

of 110

4.4. Self Rating

Employee Log in

Figure: Employee Dashboard

Click on Appraisals Icon.

Figure: Appraisal List

HRIS

User Manual



Version 1.0.0

of 110

Click on the record and start appraisal

HRIS

User Manual



Version 1.0.0

of 110

Figure: Self Rating Screen

Enter the self rating and the supporting statements and click on update button to save the ratings.

The status changes to User Responding and Self rating is shown below.

Figure: Self Appraisal Screen

HRIS

User Manual



Version 1.0.0

of 110

Right click on the appraisal and select Submit Appraisal

Systems Prompts a pop up.


Now, the appraisal is Sent for Review.

HRIS

User Manual



Version 1.0.0

of 110

4.5. Manager Rating

Manager Log in

Select the appraisal (Sent for review). Enter the manager ratings and update

Figure: Manager Rating

HRIS

User Manual



Version 1.0.0

of 110

Employee can view the manager rating

Figure: Self Appraisal

Right click and select Marked as reviewed.

HRIS

User Manual



Version 1.0.0

of 110

The system prompts a pop up as shown below


The status of the appraisal is Reviewed as shown below

Figure: Reviewed Screen

HRIS

User Manual



Version 1.0.0

of 110

Access Permissions:

Sl.

No.

Modules HR

Admin

HR

Manager

HR

Attendance

HR

User

HR

Read

HR

MIS

Human Resource Yes Yes No Yes Yes No

1 Employee Download Template Yes No No No No No

2 Employee Import Template Yes No No No No No

3 Approvals Yes Yes No No No No

Pending Verification Yes Yes No No No No

Pending Approval Yes Yes No No No No

Approved/Enabled Yes No No No No No

4 Security Settings Yes No No No No No 5 Import Salary Structure Yes Yes No No No No 6 Language Import Template Yes Yes No No No No 7 Import Language From Template Yes Yes No No No No 8 Import Dependants From Template Yes Yes No No No No 9 Dependants Import Template Yes Yes No No No No

10 Disabled Employees Yes Yes No No No No 11 Loan Approvals Yes Yes No No No No 12 Leave Approvals Yes Yes No No No No 13 Generating Attendance Yes Yes No No No No 14 Reimbursement Download Yes Yes No No No No 15 Reimbursement Import Yes Yes No No No No 16 Generating Salary Yes No No No No No 17 Generating Compliances Yes No No No No No Appraisals Yes Yes No No No No Recruitment Yes Yes No No No No 1 Request for Resource Yes No No No No No 2 Vacancy Yes No No No No No 3 Offer & Appointment Letter Yes Yes No No No No 4 Link Process Yes Yes No No No No Give Offer Letter Yes Yes No No No No Offer Letter Accepted Yes Yes No No No No Convert to Employee Yes Yes No No No No 5 Master Settings Yes Yes No No No No

HRIS

User Manual



Version 1.0.0

of 110

7. Reports

Human Capital Dashboard Reports

S.No Report Name Report Path From Module

1 01 Department Wise

Monthly Salary Payout

Payroll -> salary processing -> Reports -> Department Wise

Monthly Salary Payout


Monthly Summary Report

(F1)

Payroll -> salary processing -> Reports -> Department Wise

Monthly Summary


Monthly Summary Report

(F2)

Nil

4 03 Salary Statements

Summary

Payroll -> salary processing -> Management Reports -> Salary

Statements Summary

5

03 Salary Summary Sheet

Payroll -> salary processing -> Management Reports ->

Additional Reports-> Salary Statements Summary

6

11 Confirmed Employees


Additional Reports-> 11 Confirmed Employees

7

12 Absconding Employee


Additional Reports-> 12 Absconding Employee

8

13 Experience Details


Additional Reports-> 13 Experience Details

9 14 Full & Final Settlement

Tracker


Additional Reports-> 14 Full & Final Settlement Tracker

10

15 Loan Details

Payroll -> salary processing -> Statutory Reports -> Additional

Reports-> 15 Loan Details

11

16 Probation Employees


Reports-> 16 Probation Employees

12

17 Training Details


Reports-> 17 Training Details

13 18 Unsettled Loans/

Advances Details


Additional Reports-> 18 Unsettled Loans/ Advances Details

14

31 Detailed Employee

Cost Allocation Report


Additional Reports-> 31 Detailed Employee Cost Allocation

Report

15 33 Increment Details Human Resource ->Employee Master->Management Reports->

33 Increment Details

16 34 Insurance Details Human Resource ->Employee Master->Management Reports->

34 Insurance Details

17 35 Insurance Policy Human Resource ->Employee Master->Management Reports->

35 Insurance Policy

18 36 Summary of Employee

Cost Allocation


Additional Reports-> 36 Summary of Employee Cost Allocation

19 61 Birthday Details Payroll -> salary processing -> Management Reports ->

Additional Reports-> 61 Birthday Details

20 62 Anniversary Details Payroll -> salary processing -> Management Reports ->

Additional Reports-> 62 Anniversary Details

HRIS

User Manual



Version 1.0.0

of 110

Human Capital Dashboard

S.No Report Name

1 Employee Profile

2 Employee Agewise

3 Employee Salarywise

4 Employee Gradewise

5 Salary Components

6 Attendance Register

7 Reporting Manager

8 Growth Details

9 Employee Appraisal

10 Employee Appraisal Yearwise

Employee Master Reports

S.No Report Name Report Path From Module

1 Offer Letter Human Resource ->Employee Master->Reports->Offer Letter

2 Confirmation

Letter

Human Resource ->Employee Master->Reports-

>Confirmation Letter

3 Appointment

Letter

Human Resource ->Employee Master->Reports->Appointment

Letter

4 Experience

Certificate

Human Resource ->Employee Master->Reports->Experience

Certificate

5

YTD Payslip

Human Resource ->Employee Master->Reports-> YTD

Payslip

6

Form16

Human Resource ->Employee Master->Management Reports-

>Form16

7 Trainee

Appointment

Letter

Human Resource ->Employee Master->Reports->Additional

Reports->Trainee Appointment Letter

8

Warning Letter


Reports->Warning Letter

9 Probation

Extension Letter


Reports->Probation Extension Letter

10

Relieving Letter


Reports->Relieving Letter

11 Maintenance

Security

Appointment

Letter


Reports->Maintenance Security Appointment Letter

12 Address Proof Human Resource ->Employee Master->Reports->Additional

Reports->Address Proof

13 Notice Period

Letter


Reports->Notice Period Letter

HRIS

User Manual



Version 1.0.0

of 110

14 Maternity Benefit Human Resource ->Employee Master->Reports->Additional

Reports->Maternity Benefit

15

Absence Letter


Reports->Absence Letter

Payroll Dashboard Reports

S.No Report Name

1 Salary Statements

2 03 Salary Statements Summary

3 Employees LOP Report

4 New/Resigned/Confirmed Employees Report

5 Bank Summary

6 Bank Statements

7 Payslip

8 PF Statements

9 ESI Statements

10 TDS Statements

11 Food/Sodexo Coupon Report

12 Birthday/Anniversary Report

13 Settled Employees for Month

14 Settled Employees for Year

15 Reconciliation

16 F & F Summary

17 Salary Statements(Grade Wise)

18 LOP Details

19 OT Allowances

20 CTC Salary Analysis

21 Mobile Allowances

22 Food Allowances

23 Loan and Advances

24 Payslip Single Person

25 Full & Final Settlement

HRIS User Manual - ADARSH DEVELOPERS

Documents

Transcript of HRIS User Manual - ADARSH DEVELOPERS