VTiger HRM and Payroll modules
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Transcript of VTiger HRM and Payroll modules
[Product Name]
[Version X.X]
[Platform and Minimum Version Details]
I
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VTIGER HRM PAYROLL SOLUTIONS
Version 1.0.0
Platform: VTiger 6
VTiger HRM Payroll Solution modules (VTHRMS) integrates your Vtiger solution with the Recruitment, Employment , Leave Management and Payroll Management in to single solution. This document consist of description, feature, installation procedure and change log of our plugin.
Description
VTiger HRM Payroll Solution is easy to use add-on in market to maintain your
payroll related tasks in your VtigerCrm. The current version 1.0.0 is compatible for
VtigerCRM latest version release 6.0.0. The Plugin which helps to Mantain Job
related activities, Maintain Candidates, Conduct Interview for Candidates, convert
the candidate to Employe/User, Contains Leave Management modules to with
time sheet to Maintain Employees Leave and Holidays etc. Payroll Functionalities
contains create fields, create structures, create templates, assigned the templates to
existing users and get the payroll reports.
Features
Key features available now
I. Recruitment Process
Create request for a vacancy for a specific Job title with qualification, experience
and skill set.
On approval requested jobs can be posted over websites as auto generated html
forms along with manual entries
Candidates can register and Upload their resume through a website for the
particular job post.
Registered candidates are shortlisted and scheduled for variuos rounds of interview
with venue details
Send bulk invites with interview details to registered candidates and assigned user.
Automated Invitation/Intimation can be sent to the shortlisted candidate and the
Interviewer.
Invitations are triggered to candiates move through next level of Interview.
Selected Candidates can be easily converted to the Employee as well as User by
single click.
II. Employee Information
All most useful informations are maintained for each employee for HR process are
under this module.
Training Information, Termination , Resignation process can be tracked
Automated mail, calendar intimations to the reporting officer and the employee.
Employee Performance tracking through Reviews from KPI module.
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DescriptionPlugin Details****************
Author : SmackcodersAuthor URL : Smackcoders Siteversion : 1.0.0
Product URL
VTiger HRM Payroll Solution
Demo Link
VTiger HRM Payroll Solution demo link
Username : demoadmin
Password : demo123
CHANGE LOG
1.2.0Added a new feature "Status Sync". List of status shown on Mapping page. User can sync selected status records (Invoice) to xero.
To prevent memory limit, execution problem. Sending records in batch rather than sending all the data at once.
Show Live Result on Main Page.
Fixed bugs
1.1.0
Added fields on vtiger blocks. so that user know which xero records has synced with vtiger record
Fixed bugs
1.0.0 Tested and found works well without any issues.
III. Leave Management
Set Leave Types, Leave Period with details.
Holidays can be be defined In this module.
TimeSheet module for Employee Working hours entries and tracking valid worked
hours of Employee.
Maximum Working hours can be set.
The normal pay and pay for over time Working hours can be configured for Payroll
Calculation.
Manager can assign No of Days for each employee can take leave under each type
Employees are limited within Assigned leaves nad need approval
Employee Can Request Leave and check the remaining leaves available for him.
IV. Payroll Management
Create, Edit and Manage Payroll Fields.
Fixed, Calculative terms can be set for each payroll field
Create various profiles to maintain the frequency of pay. (Weekly/Semi
Monthly/Monthly.
Create Payroll Templates to create/calculate bulk Payroll Payments etc., for
particular user or Groups
Assign Payroll as jobs triggered based on frequency set to automate the payroll
process for eg. each month.
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Installation
1. Create “ HRM ” folder inside test/vtlib folder.
2. Upload all the module zip folders inside the “HRM” folder
3. Upload Install.zip from vtigerCRM root directory.
4. Extract the Install.zip.
5. Exceute smackHRMInstall.php file like.
http://yourcrminstance/smackHRMInstall.php
6. After all the HRM modules get installed. Click the
http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php link to
install the extra modules.
7. If Any module not Installed, Try install manually and run.
http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php
Cron Tab:
Add the below entry to cron tab
* * * * * wget -o /dev/null -q -O /dev/null
http://localhost/vtigercrm/vtigerCron.php 2>&1
Change the time, when you want to run the cron and also change the URL
(http://localhost/vtigercrm) to your site URL.
Configuration
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4 | P a g e
Our Premium Products***********************
WP Ultimate CSV Importer Pro
Vtigercrm 6 Quickbooks Integration
Vtigercrm 6 mailchimp sync
Vtigercrm 6 Magento Bidirectional Connector
Vtiger 6 Google Calendar Sync
HR Payroll Management System
Smart Vtiger Duplicate Merging Module
Our Free Products*******************
Free WP Ultimate Email Marketer
Free Magento Smart Multi Backup
Free WP Google SEO Author Snippet
Free Sugar Themes
Free Orange HRM Themes
Free Vtiger CRM Themes
For More Products click here
SUPPORT
Mail Us: [email protected]
HRM MODULES Workflow
1) HRM ( Recruitment Process )
1. HRM Common Page , Here you can access most Interview, Job Related modules
2. Job Titles ( Job Postions ) - Create Jobs Positions on organization.
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3. Job Requests ( For Hiring New candidates )
1. Create Job Request.
2. Add Interview Types for Job Request ( These are the types of Interview which should be conducted at the time of recruitment under the JobTitle ).
3. Approve JobRequest.
4. Job Request Forms ( Forms which posted on websites for Candidate registering process)
1. Copy the form generated in Job Request Form.
2. Paste the form, to create a website page for candidate registering process.
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5. Candidates ( Module Handles Candidates )
1. Add record to create Candidates manually.
2. The candidates will be also created using the Job Request form.
3. Sort Out the Eligible candidates.
4. Invite the Eligible Candidates, by changing the Status to Invite. ( When Candidates get invited, A mail will be sent to the candidate with the time and date of the interview, the Interview for the requested job will be created )
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5. Change Interview status to (Pass/Fail/Selected) to ( Invite the Candidate to next level of Interview/ Reject Candidate/Select the Candidate )
6. Changing the Interview Status Will Invite to next level or Reject or Select the Candidate and creates Vtiger User for that Employee.
2) Employee Common Page
1. Employee Common Page ( Here you can access most Employee , Related Module )
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2. Employee ( Employee and and All Employee related module can be accessed from this Module )
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3. Exit Interview Form
1. On Resignation/ Termination (On clicking - Initiate Termination / Apply Resignation) The Employees Reporting Officers will be notified about the Resignation.
2. The reporting officers will comment on Requesting Exit Interview forms with the content of needed formalities to complete the resignation cycle.
3. An Event/Email will be created on each comment.
4. Employee will submit the Requested formalities.
5. Then The Reporting officer will change the status to “Approved”.
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3) Leave Modules
1. Leave Types ( Add Leave Types )
2. Leave Period ( Create Leave Periods , Make Current Leave Period )
1. Applying for Leave will only work after Creating Leave Periods. As it needs choose the Period of time the Employee Applying for leave
3. Work Week - Work Week defines the working and half working day and non working day.
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4. Holidays – Holiday Defined by the organisation. Yearly Repeatable Holidays ( Like Christmas , New Year ), and non Repeatable Holidays ( Domestic Calendar Holidays )
5. Entitlements ( Add Allowed number of Leave For Particular User )
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6. Time Sheets - Work as a Attendance , Weekly Time sheet for Payroll Calculation
7. Assign/Apply Leave
1. Apply or Assign Leave Process Has three step.
2. Check Leave Exists for particular Leave type and particular user.
3. Apply for Leave for user.
4. Approve Leave
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3) Payroll
1. Manage Fields
1. Create/Delete Order Payroll related fields.
2. Click + symbol surrounded by round, in right top corner to create fields
3. You can add Fixed/Calculative Fields.
4. Calculative Field calculation can be added based on the fixed fields.
2. Manage Profiles
1. Add Payroll Profiles with Pay frequency ( “Weekly” ,” Semi Monthly” , “Monthly” etc. ), Profile Rules.
2. The payroll will calculated at interval of pay frequency.
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3. Payroll Template
1. Payroll Template is used to create a Payroll generation template for particular user or group of users. Based on the payroll template the Pay of an employee will be calculated.
2. Payroll template consist of four parts.
1. “Header Information” (On/Off) - This option eill show or hide the header Information at the time of pdf generation.
2. “User Information” - Select User to which the Payroll Template should be applied.
3. Payroll Profile – Select Payroll Profile.
4. Manage Fields – Select Fields which are all needed for this Payroll Template.
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4. Assign Payroll – Is used to create Payroll Task
1. Pay roll Task Can be execute Immediately
2. Or Scheduled.
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5. Payroll Generated PDF
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6. Payroll History ( Already Generated Payrolls are listed here )
6. Log Module – Captures Log for every action you make on HRM modules
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IMPORTANT NOTE
• If there is no contact assigned to Invoice, then it wont create any new records.
• There are some default Mapped fields in Field Mapping. You can’t change that.
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