User Manualcpleproc.cadilapharma.in/CPLUTIL/Usermanual/User Manual...HRIS User Manual 6 | P a g e 1....
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HRIS User Manual 1 | Page HRIS User Manual Version 1.0
Transcript of User Manualcpleproc.cadilapharma.in/CPLUTIL/Usermanual/User Manual...HRIS User Manual 6 | P a g e 1....
HRIS User Manual
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HRIS
User Manual Version 1.0
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Version
No
Created By Created On Verified By Verified On Description
Draft Mr. Kaushal
Thakkar
22/04/2016 - -
1.0 Mr. Kaushal
Thakkar
23/04/2016 - -
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Index
1. Purpose ................................................................................................................................................. 6
2. Login into HRIS Portal: .......................................................................................................................... 7
3. Compatibility View Settings: ................................................................................................................. 7
4. Attendance: ........................................................................................................................................... 9
5. Leave Request: ...................................................................................................................................... 9
a. Request ............................................................................................................................................. 9
b. Approval .......................................................................................................................................... 10
c. Status & Cancellation ...................................................................................................................... 11
6. COFF Leave Request: ........................................................................................................................... 11
a. Request ........................................................................................................................................... 11
b. Approval .......................................................................................................................................... 12
c. Status & Cancellation ...................................................................................................................... 13
7. Time Correction: ................................................................................................................................. 14
a. Request ........................................................................................................................................... 14
b. Approval .......................................................................................................................................... 15
c. Status & Cancellation ...................................................................................................................... 15
8. SPD Hours Requisition: ....................................................................................................................... 16
a. Request ........................................................................................................................................... 16
b. Approval .......................................................................................................................................... 17
c. Status & Cancellation ...................................................................................................................... 17
9. SPD Leave Request: ............................................................................................................................. 18
a. Request ........................................................................................................................................... 18
b. Approval .......................................................................................................................................... 19
c. Status & Cancellation ...................................................................................................................... 19
10. Employee Clearance:....................................................................................................................... 20
11. LTA: ................................................................................................................................................. 21
a. Advance LTA Request ...................................................................................................................... 21
b. Advance LTA Approval .................................................................................................................... 21
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c. Settlement LTA Request .................................................................................................................. 22
d. Settlement LTA Approval ................................................................................................................ 23
12. Tax Declaration: .............................................................................................................................. 23
a. Submit Declaration ......................................................................................................................... 23
b. Approval Tax Declaration ................................................................................................................ 26
c. Reverse Tax Declaration .................................................................................................................. 28
13. Mobile Remibursement: ................................................................................................................. 29
a. Request ........................................................................................................................................... 29
b. Approval & Rejection ...................................................................................................................... 29
14. Employee Address:.......................................................................................................................... 30
a. Request ........................................................................................................................................... 30
b. Approval & Rejection ...................................................................................................................... 31
15. Inducation Feedback: ...................................................................................................................... 32
a. Employee Feedback ........................................................................................................................ 32
b. HOD Feedback ................................................................................................................................. 33
16. E-Resignation: ................................................................................................................................. 34
a. Request ........................................................................................................................................... 34
b. HOD Approval ................................................................................................................................. 35
c. HR Approval .................................................................................................................................... 36
17. Ews: ................................................................................................................................................. 37
a. Request ........................................................................................................................................... 37
b. Approval .......................................................................................................................................... 38
18. Exit Pass ........................................................................................................................................... 39
a. Request ........................................................................................................................................... 39
b. Approval .......................................................................................................................................... 39
19. Change Password: ........................................................................................................................... 40
20. FLP: .................................................................................................................................................. 41
21. CTC Maker & Checker: .................................................................................................................... 42
a. Maker .............................................................................................................................................. 42
b. Checker ........................................................................................................................................... 44
22. Logout ............................................................................................................................................. 45
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23. Technical Assistances ...................................................................................................................... 45
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1. Purpose Employee self-service (ESS) is web-based applications that provide employees with access to their
personal records, PF details and payroll details. ESS features include allowing employees to change their
own contact details and family member’s information. ESS also allows administrative tasks like applying
for a leave, reviewing of timesheet, inquiring about available loan programs, fill tax declaration, claim
mobile reimbursement and LTA. ESS also allows employee to change the login password.
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2. Login into HRIS Portal:
Open Internet explorer 7.0 or above
o Internal Link (On location Cadila Network): http://hris o External Link (outside Cadila Network) : http://hris.cadilapharma.in/hris
Enter Employee id and Password to login into portal.
3. Compatibility View Settings:
o “Tools” Menu [ if Tools menu is not visible then use “ + ”, then press ]
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o Check “cadilapharma.in“is there in compatibility view list. If it exits than do nothing.
o Else click on “Add” button to add the same into compatibility view list.
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4. Attendance: Employee can view attendance through this interface.
o Click on Attendance View Details
o Select year and month to view attendance.
5. Leave Request:
Employee creates leave request, which goes for respective HOD and HR approval. User can also view their leave status with leave cancellation option.
a. Request o Click on Leave / Time / SPD Leave Request
o Fill appropriate details and click on save.
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o On Successful leave request generation, request sends for HOD Approval.
b. Approval o Click on Approvals Leave Approval.
By Clicking on Approve or Reject to approve or reject Leave request, once approve it will be
visible to HR.
o On Successful Save, request sends to HR for its Approval. o HR will approve the Leave request through HRMS Leave Module.
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c. Status & Cancellation o Click on Leave / Time / SPD Status & Cancellation
o To cancel the leave request select delete and click on save.
6. COFF Leave Request: Employee creates COFF leave request, which goes for respective HOD and HR approval. User can also
view their COFF leave status with COFF leave cancellation option.
a. Request o Click on Leave / Time / SPD COFF Leave Request
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o Select Date for which you want to take COFF Leave Save.
o On Successful Save, request sends to HOD for its Approval.
b. Approval o Click on Approvals Leave Approval.
By Clicking on Approve or Reject to approve or reject COFF Leave request, once approve it will
be visible to HR.
o On Successful Save, request sends to HR for its Approval. o HR will approve the COFF Leave request through HRMS Leave Module.
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c. Status & Cancellation o Click on Leave / Time / SPD Status & Cancellation
o To cancel the leave request select delete and click on save.
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7. Time Correction: Employee creates Time correction request, which goes for respective HOD and HR approval. User can
also view their Time correction status with Time correction cancellation option.
a. Request o Click on Leave / Time / SPD Time Correction.
o Select Date for which you wants to generate Time Correction and other details appropriately and click on Save.
o On Successful Save, request sends to HOD for its Approval.
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b. Approval o Click on Approvals Leave Approval.
By Clicking on Approve or Reject to approve or reject Time correction request, once approve it
will be visible to HR.
o On Successful Save, request sends to HR for its Approval. o HR will approve the Time correction request through HRMS Leave Module.
c. Status & Cancellation o Click on Leave / Time / SPD Status & Cancellation
o To cancel the leave request select delete and click on save.
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8. SPD Hours Requisition: Employee creates SPD Hours Requisition request, which goes for respective HOD and HR approval. User
can also view their SPD Hours Requisition status with SPD Hours Requisition cancellation option.
a. Request o Click on Leave / Time / SPD SPD Hours Requisition.
o Select Date for which you wants to generate SPD Hours Requisition click on Save.
o On Successful Save, request sends to HOD for its Approval.
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b. Approval o Click on Approvals SPD Approval
By Clicking on Approve or Reject to approve or reject SPD Hours request, once approve it will be
visible to HR.
o On Successful Save, request sends to HR for its Approval. o HR will approve the SPD Hours request through HRMS SPD Module.
c. Status & Cancellation o Click on SPD Requisition Status & Cancellation
o To cancel the leave request select delete and click on save.
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9. SPD Leave Request: Employee creates SPD leave request, which goes for respective HOD and HR approval. User can also
view their SPD leave status with SPD leave cancellation option.
a. Request o Click on Leave / Time / SPD SPD Leave Request
o Select Date for which you wants to generate SPD Leave Request and click on Save.
o On Successful Save, request sends to HOD for its Approval.
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b. Approval o Click on Approvals SPD Approval
By Clicking on Approve or Reject to approve or reject SPD Hours request, once approve it will be
visible to HR.
o On Successful Save, request sends to HR for its Approval. o HR will approve the SPD Hours request through HRMS SPD Module.
c. Status & Cancellation o Click on SPD Requisition Status & Cancellation
o To cancel the leave request select delete and click on save.
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10. Employee Clearance: To approve the employee clearance for F&F process.
o Click on Approval Employee Clearance
o Select Employee clearance request to approve the clearance of employee and save the request.
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11. LTA: Generate claim for Leave Travel allowance (LTA).
a. Advance LTA Request o Click on LTA Advance Request.
o Click on Generate request to generate the Advance LTA request.
o On Successful Save, request sends to finance department for its Approval.
b. Advance LTA Approval LTA request approval through HRMS LTA Module.
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c. Settlement LTA Request o Click on LTA Settlement Request.
o Click on New Request to generate the Settlement LTA request.
o Select LTA Taxable is YES or NO. o YES then select to year and click on Save Request.
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o NO then select to year and other details appropriately and click on Save Request.
d. Settlement LTA Approval
LTA Settlement request approval through HRMS LTA Module.
12. Tax Declaration: Employee provides Tax Declaration during April to December to deduct tax according his investment declaration. She/he provides Actual Investment during Jan and Feb. Tax Person Approves his/her investment according his/her supporting documents and finally transfers his/her total investment in HRMS - Tax Projection.
a. Submit Declaration
o Click on Tax Submit Tax Declaration.
o Enter tax related details and click on Save.
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1 2 3 4
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1. Once employee has filed whole declaration form with necessary upload of document /
proofs / supporting the data.
2. The declaration form, sign the declaration.
3. Scan the same in PDF Format and the signed (self attested Tax declaration).
4. Employee has transfer tax declaration to tax admin.
Understanding the different ICON
To upload the document
To add line item under same investment head
To cancel the line item
Upload proofs
Click on Select line item from drop down box Select the file save from desktop Upload
the PDF file
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o On Successful Save, request goes to tax admin for its Approval.
b. Approval Tax Declaration
o Click on Admin Tax Admin
o Click on Employee number to approve the tax declaration.
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c. Reverse Tax Declaration
o Click on Admin Tax Admin
o Enter Employee number and click on Reverse.
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13. Mobile Remibursement: Eligible employee can view the Mobile reimbursement option in HRIS Portal. Employee submit mobile bill, after submission request goes for approval in Admin Department, once request approved by the admin department, payroll department transfer mobile amount to employee bank account.
a. Request
o Click on Personal Mobile Reimbursement
o Select Bill month, Year, enter bill amount and upload bill in PDF format.
o On Successful Save, request goes for its Approval with Admin Department.
b. Approval & Rejection o Click on Admin Mobile Claim.
o By Clicking on Approve icon to approve the request or click on Reject icon to reject the
request .
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14. Employee Address: Employee can view their address details through this interface, Interface has facility to update address details [Enabled for Field employees only], which gets approved by respective HR authority.
a. Request o Click on Personal Address Details
o Enter appropriately details and click on Save.
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o On Successful Save, system will transfer request for its Approval.
b. Approval & Rejection o Click on Admin Address Approval.
o By Clicking on Approve and Reject button to approve and reject the request.
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15. Inducation Feedback: a. Employee Feedback
o Click on Personal My Induction Feed Back
o Enter month wise score and save.
o On Successful Save, HOD will give feedback to his subordinate.
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b. HOD Feedback o Click on Personal HOD Feed Back
o Enter Employee number of sub-ordinates and press tab key.
o Enter month wise score and save.
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16. E-Resignation: Used only by Field staff to generate resignation online, this later gets approved by respective Approves and HR.
a. Request o Click on Personal Resignation
o Select Date for which you want to relive organization and other details appropriately and click on Forward.
o On Successful E-Resignation generation, request sends for HOD Approvals.
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b. HOD Approval o Click on Personal Resignation Approval
o HOD will receive email notification to approve the e-resignation request.
o Click on employee number to approve the E-Resignation request.
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o On Successful save, request sends to HR for its approval.
c. HR Approval
o Click on Admin Resignation Approval
o Click on employee number to approve the E-Resignation request.
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o Enter appropriate details and first click on Save and then Final Submit button.
17. Ews: Eligible supervisor can put his/ her subordinate request work related remakes submit through this interface, after that HR can download the report in excel file take decision about employee
a. Request
o Click on EWS EWS
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o Click on employee number and select remarks and click on save button.
b. Approval
o Click on Admin EWS-HR Approval
o Select parameters and download the excel file.
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18. Exit Pass Generate exit pass, in case employee wants to go outside office for personal or official work, which later gets approved by respective HOD and security gate.
a. Request
o Click on Utilities Exit Pass.
o Select Date for which you wants to generate gate pass and other details appropriately and click on Save.
o On Successful Save, system will send notification mail to respective HOD for its Approval.
b. Approval
o HOD will receive email notification, to approve the Exit pass request for its Approval. o Click on Approve link will approve the Exit pass request, which get visible to security gate.
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19. Change Password: To change HRIS login password.
o Click on Utilities Change Password
o Enter details appropriately and click on Save.
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20. FLP: To manage and prepare the new joining employee of field staff training schedule, after preparation
schedule send to Training department.
o Click on Utilities FLP
o Select employees for training and plan training for employee.
o Select Training Type, Training Date, Status, Remarks click on save.
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21. CTC Maker & Checker: Maker -initiates first level CTC Calculation.
Checker – verify CTC calculation data.
a. Maker
o Click on Admin CTC Detail
o Enter Employee number and Total CTC to make details of salary bifurcation of employee.
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o On Successful Save, system will transfer request to CTC Checker for its Approval.
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b. Checker
o Click on Admin Approve CTC.
o Click on pending request.
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22. Logout
Click on Logout Menu to logout from HRIS.
23. Technical Assistances
For any Technical Assistances, please log a call in IMS.
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