USER MANUAL FOR 3I ICSL CLAIM PORTALhris.3i-infotechconsultancy.com/3icsl/employeehr...3i ICSL Claim...

USER MANUAL

FOR

3I ICSL CLAIM PORTAL

Contents

1. About 3i Infotech .................................................................................................................. 3

2. Software Development Services .......................................................................................... 3

3. 3i ICSL Claim Portal ............................................................................................................. 4

4. Key Benefits ....................................................................................................................... 27

4. Technology ......................................................................................................................... 28

1. About 3i Infotech

3i Infotech is a global Information Technology company which provides technology

solutions to over 600 customers in more than 50 countries across 5 continents, spanning

a range of Customer Units (CU) - Banking Financial Services and Insurance (BFSI) CU,

Media, Entertainment, IT & ITeS CU and eGov & Enterprise CU and ICICI CU.

The Service Unit of 3i Infotech provides software services, efficient delivery and IT

services (Managed IT Services, Application Software Development & Maintenance,

Payment services, Business Intelligence, Document Imaging & Digitization, BPO and IT

consulting) for the various Customer Units like Insurance, Banking, Capital Markets,

Mutual Funds, Wealth Management, IT & ITeS and eGov & Enterprise.

3i Infotech offers a comprehensive range of software and IT solutions, including

packaged applications for the Banking, Financial Services & Insurance (BFSI),

Manufacturing, Contracting, and Retail & Distribution industries. In addition, it offers a

broad range of software services such as Custom Software Development, IT Consulting,

IS and IT Security Consulting, Enterprise Application Integration (EAI), Business Process

Outsourcing, Document Management Systems & Digitization, Business Intelligence and

specialized services such as Product Re-engineering, Compliance Consultancy,

Application Rehabilitation and e-Governance, among others.

The Company's quality certifications include SEI CMMI Level 5 for Software business,

ISO 9001:2000 for its BPO and ISO 27001:2005 certified for its Infrastructure Services.

The Company's Global Delivery Model provides for the best resources to be drawn from

its vast talent pool across the globe to offer optimal solutions.

The Company was promoted by the NYSE-listed ICICI Bank, India's largest private sector

bank. 3i Infotech integrates its products and services to create customized solutions to

allow you to undertake technology-based business transformation that allows

reorganization in line with today's dynamic digital business environment.

Our Mission

To consistently create value for our stakeholders, by providing solutions which enable our

customers to achieve excellence and sustainable competitive edge?

2. Software Development Services

3i Infotech Limited offers a complete range of Software Services that are enriched and

fine-tuned to align your IT initiatives with your corporate goals and business needs – with

consistency.

Our Software Services focus on optimizing your IT initiatives and frameworks across

multiple locations and functionalities to improve business performance, decrease costs

and alleviate risks. These services have helped organizations worldwide in rapidly

planning, developing and implementing new projects / ventures; and also in adapting

quickly and consistently with the ever-changing global market requirements.

Our topnotch resources, state-of-the-art development centers, and a successful Global

Delivery Model, which are effectively complemented by our onsite, offsite and near shore

capabilities, allow you to choose the best fit solution option (from the multiple ones

available) for meeting your unique requirements. We specialize in services for

organizations in varied sectors such as Banking, Financial Services & Insurance (BFSI);

Manufacturing, Distribution & Retail; Telecommunications; Media & Entertainment (M&E);

and Government, among others.

Our service offerings ensure enhanced utilities from the multiple IT implementations

across your organization. These offerings can be broadly categorized into:

1. Custom Software Development

2. Product Re-engineering

3. Application Rehabilitation

4. Enterprise Application Integration (EAI)

5. Data Warehousing & Business Intelligence

3. 3i ICSL Claim Portal

AMS is a comprehensive Attendance Management Solution which automates HR

processes related to Employee Signin and Signout, E-Leave, Employee claims and etc.

The Entire Claim system is divided into following modules

1. Employee claims Management

2. Muster and Leave Management

3. Approval Module

4. CFO Module

5. HR Module

6. Admin Module

Below is the URL of Infra-Emuster application

http://hris.3i-infotechconsultancy.com/infra-emuster/User/SignIn.aspx

http://10.1.53.123/infra-emuster/User/SignIn.aspx

Default password is password.

3i ICSL Claim portal

After Successfully Login the user can be obtained the following Menus.

1. User 2. Approval 3. Admin 4. Report 5. Sign In 6. Sign Out 7. Exit Window

1. System Overview 1-1

2. System Menu

3. User Section

1.1 System Overview

Infra-emuster application is also called as attendance management system (AMS) Access for muster application is shared on employee’s role. Main page is a login page contains userid and password. Userid field accepts employee id of user.

User Menu

User section has below options as shown in below image. User section access is given to CSL employees only.

View Muster

View Muster allows user to check their login details month wise. Here user has to select month and year to view their muster status.

After submit the application user able to view their muster for the selected month and year which shown below. Muster contains signin in time and sign out time. if user not signin or applied any leave for particular day that day considered as absent. If leave applied for said days then GL status will be updated as shown in below image.

Leave menu contains two options

1. Leave application

2. Leave status

1. Leave application

Reporting mapping must be available to update leave application.

Leave application allow user to apply leave. There are two leave types General leave and Maternity leave.

Leave application contains parameter such as leave type, from date, to date and reason. These are all mandatory fields. Leave application allows user to submit the application on the basis of below points.

1. If user has sufficient leave balance

2. If user's reporting updated

Maternity leaves are applicable to female’s employees only.

After submitting the leave application leaves status submitted to employee's reporting for approval.

Unless and until leaves approved by reporting leaves can not be deducted from main leave balance.

Note: from date can not be greater than to date. User can not apply leaves more than 15 days in a month.

Reason text does not allow any special character.

Maternity Leave contains 120 leaves where employee can apply for maternity leaves twice in a year.

General Leaves exclude Saturday and Sunday where as Maternity Leaves includes Saturday and Sunday.

2. Leave status

General Leaves has one level of approval

Leave status contains leave balance information and status of leaves applied by user.

Leave status allows users to modify their applied leaves or cancel the same.

1. If applied leaves are pending from their reporting then status will be pending.

2. If it is approved then status will be approved

Note: Applied leave count deducted from main leave balance.

3. If approved leaves cancelled by user then status will be approved leaves cancelled by user

And the same will be forwarded to reporting.

If reporting approve the approved cancelled leaves then status will approved cancelled leaves approved

Note: Applied leave count added to the main leave balance.

4. If reporting rejected the approved cancelled leaves then status will be approved cancelled leaves rejected

Note: Applied leave count deducted from main leave balance.

Maternity leaves has two level of approval i.e. reporting and HR

1. Once Reporting approved the leaves the same will be transfer to HR for approval

Rest of the process is same as general leaves.

3. Muster Claims

It allows user to update muster. It has two options shown below i.e Muster application and Muster status. Reporting mapping must be available.

1.1 Muster Application

Muster application contains dropdown list where certain options available as shown below

Note: Reporting Mapping is Necessary.

Dropdown options explained as below.

Forgot to sign out

Allows user to apply for sign out only when sign in available for

particular day and sign out not available

Forgot to sign in and sign out If user forgot to sign in sign out they can use this option.

Modify sign in/sign out

If users wish to modify their sign in or sign out time they can use this

option.

Seminar, conference and training

If users attending seminar either conference meeting they can use this

Option.

New Employee

If new joiners are not aware of this application for certain time period

they can update their login status by using this option

Official Visit

If user is on official visit they can update their login status by using this

option.

Work from home

In case of work from home user can update their sign in and sign out

Time with this option.

Client Site Holiday/Special holiday

In case of uncommon holidays which are not counted in E-connect

Portal Users must use this option to update muster.

Week Off User can apply for week off when they worked on holidays.

If muster application successfully submitted muster claims submitted to

reporting for approval

1.1.1 Forgot to sign out

Application for

Dropdown shows the application name for which user applying muster. Option

remains enabled

For date Select date from date picker for which date sign out time to be updated.

Out time(24 Hour format) Enter sign out time. Time is ion 24 hour formats.

reason Enter reason. No special characters are allowed.

Submit to Reporting name displayed. Not editable.

Submit

Click on submit. If submit to is blank system will not allow to submit the application

and return the error.

If muster application successfully submitted muster claims submitted to reporting for

approval

1.1.2 Forgot to sign in /sign out

Application for

Dropdown shows the application name for which user applying muster. Option

remains enabled

For date Select date from date picker for which date sign in and sign out time to be updated.

In time(24 Hour format) Enter sign in time. Time is ion 24 hour formats.




Submit button

Click on submit. If submit to is blank system will not allow to submit the application

And return the error. If muster application successfully submitted muster claims

submitted to reporting for approval

1.1.2 Modify sign in /sign out

Application for

Dropdown shows the application name for which user applying

muster. Option remains enabled

For date

Select date from date picker image for which date sign in and

sign out

time to be modified.





Submit button

Click on submit. If submit to is blank system will not allow to

Submit the application and return the error.

If muster application successfully submitted muster claims submitted

to reporting for approval

1.1.3 Seminar/conference/training

Application for


muster. Option remains enabled

From date Select from date

To date Select To date





Submit button

Click on submit. If submit to is blank system will not allow to submit

the application and return the error.



3.1.4 New Employee New employee contains same procedure as above

3.1.5 Official Visit Official Visit contains same procedure as above

3.1.6 Work from home Work from home contains same procedure as above

3.1.7 Client site holiday/special holiday

Application for


For muster. Option remains enabled

From date Select from date

To date Select To date



Submit button

Click on submit. If submit to is blank system will not allow to submit

the application and return the error.



3.1.8 Week off

Week off contains same procedure as above

3.2 Muster Status

In muster status user can view the status of their muster claims. User can also modify either cancel their applied muster claims.

Sr.No No of applications

date applied Displays Muster claim submit date

From From contains from date of muster claims

To To contains to date of muster claims

Submitted to reporting name

Type Type displays name of Muster claim

Status/remark

It shows status of muster claims and remark given by approver.

Status has two types Approved and Rejected

Modify

Modify allows user to edit date, time and reason. If Muster claim

Status is approved modify option will not work. If the status is pending

Then only allows modifying.

cancel Allows user to cancel muster claims when the status is pending.

3.2.1 Modify

4. E-Conveyance:

E-conveyance claim allows user to submit their local traveling claims.

Reporting mapping is required to apply claims.

4.1 E-conveyance claims

First tabular form contains employee information

Employee Name Displays Employee name

Location Displays Employee working location

Reporting To/First Level Approver Reporting name

User Id employee user id

Join Date joining date of employee

Project Project name of employee

Project name

Select project name for which claim is to be applied. After only

selecting project all field will be enable

sr.no No of claim

Date of travel Enter date of travel with the help of date picker.

From place Enter from place name of travel.

To place Enter To place of travel.

Transport mode

Transport mode dropdown contains list of traveling mode option

such as auto, taxi, bus and train. Select the same

Amount Enter Traveling amount.

Narration Enter description for claim.

Add more

It allows user to add claim with the same reference no. user can

add no of claims at same time.

Remove Details It will remove the last row of claim.

Project Manager Approver Select project manager from dropdown list.

Group Head Approver select Group head

Submit

on click of Submit button Conveyance reference number generated

and conveyance claims submitted to reporting for approval

Reset Reset button allows resetting the claim row to edit the fields.

4.2 My claims

My claims describes status of users claims

Sr.no count of claims

Claim Id displays Claim reference no generated after submitting claim

total amount Displays total amount of claim.

Status Status displays current status of claims

Approver

Approver. The hierarchy of approvers for claim section like reporting,

PM , group head and CFO

Approver date/Rejected Date

If claim status approved then Approver Date enabled. If rejected then

Rejected Date enabled

Approved/Rejected remarks Remarks entered by Approver

Payment Month

Name of payment month displayed when approved by CFO and the

payment released

Hyperlink on reference number on click event display below image.

Above view allows user to view complete data of claim like Project name for which the claim applied with cost and travelling description.

4.3 Cancel claims

userid Employee id

Employee name Name of user

claim Id

Displays claim Id of applied claims. Hyperlink given to view complete

details of claims

Cancel

Cancel checkbox allows canceling the applied claims only when the

Status is pending. Multiple claims can be selected to cancel at one

Time.

Hyperlink given on reference number allows user to view complete details of claim and cancel the single claim from same window as shown in below

5. Travel Claims

Travel claims include claims regarding domestic travel.

Project name

Select project name for which claim is to be applied. After only selecting

project all field will be enable

sr.no No of claim

Date of travel Enter date of travel with the help of date picker.

From place Enter from place name of travel.

To place Enter To place of travel.

Transport mode Transport mode dropdown contains list of traveling mode option

such as auto, taxi, bus and train. Select the same

Travel Expense Enter travelling expense amount

Food expense Enter food expense amount occurred during travelling

Lodging Expense Enter Lodging expense amount

Local Conv. Expense Enter local travelling expense amount

Amount Enter Traveling amount.

Narration Enter description for claim.

Add more

It allows user to add claim with the same reference no. user can add no of

claims at same time.

Remove Details it will remove the last row of claim.

Project Manager approver

Select project manager from dropdown list.


Submit




5.1 Travel conveyance status

As shown above travel conveyance status is same as conveyance claim status as stated above.

5.3 Cancel Claims

Same as conveyance claims

6. Mobile claims

Mobile claims applicable to those users whose mobile limit is updated by project managers. These claims allowed users to submit their monthly mobile reimbursement.

Note: If mobile limit is not set by Project manager users will not able to claim. For mobile claims user need to contact their respective project manager.

Mobile no. Enter mobile no for which user applying mobile claim

Month

Select mobile month from dropdown month. User can not select future

month. And mobile claim is applicable up to prior two months only

Year Select year from dropdown. Validation is same as month.

Amount

Enter mobile amount. System will not allow user to enter the amount

which is greater than mobile limit allocated to user.

Narration Enter claim description.

Add more

It allows user to add claim with the same reference no. user can add no

of claims at same time.


Project Manager Approver

Select project manager from dropdown list.


Submit




6.1 Mobile my claims

Same as above claim.

6.3 Cancel Claims

7. Other claims

Other claims include claims like stationary, courier, night shift etc.

Claim Date Select date for which other claim is to be applied

Claim type

Select claim type from dropdown. List contains stationary, courier, night

shift.

Amount Enter Amount.

Narration Enter claim description.

Add more

It allows user to add claim with the same reference no. user can add no

of claims at same time.


Project manager approver Select project manager name from dropdown list


Submit




7.1 My claims

7.3 cancel Claims

Claims

a. Ability to define claims type

b. Ability to request for a local claims

c. Ability to request for a Travel Claims

d. Ability to request for a Mobile claims

e. Ability to request for a Other Claims

f. Ability to Approve claims by various hierarchy

g. Ability to generate various reports

Muster and Leave Management

a. Ability to sign in

b. Ability to sign out

c. Ability generate the muster reports

d. Ability to define various visit types (client meeting, etc...)

e. Ability to request for a leave

f. Ability to approve/ reject leaves

g. Ability to define list of holidays

4. Key Benefits

1. Ensuring online up-to date employee information

2. Increased performance of employees for frequent updates, reviews and feedback

3. Over 50 + detailed and drilled down MIS

4. Technology

The suit of AMS system is based on robust Microsoft based technology. It uses Microsoft

.net framework for the presentation and Microsoft SQL server for the data storage.

The End

USER MANUAL FOR 3I ICSL CLAIM PORTALhris.3i-infotechconsultancy.com/3icsl/employeehr...3i ICSL Claim...

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