hcm configuration

C O F UN I G R A T I O N

• Enter Application with login details • Dashboard is displayed with Calendar Scheduler• Configuration Tabs are placed on the top right corner namely Manage Company Info, Manage Look up Info,

Manage Employee Info and News Bulletin

Dash Board

•Click on My Company and then Add My Company•Enter information in required fields•Submit or Reset•Click View My Company View, Edit and Delete info.

Manage Company Info defines details of Company, Structure and Location

Manage Company InfoMy Company

•Click on the next tab Location and then Add Location•Enter location, select country and fill in the required information in given fields•Submit or Reset•Click View Location to View, Edit and Delete info.

Manage Company InfoLocation

Manage Lookup Info defines User Information, Project Details and information with customer’s details

Manage Lookup InfoUser Info -Salary Grade

• The first tab - User Information is mainly segregated into Organization Info and Employee Dynamic Info.• Organization Info comprises of information tabs like Salary Grade, Job Title, Role etc• Select Salary Grade and click Add Salary Grade• Enter Salary Grade Add Form • Submit else Reset. • Search Salary Grade by entering the grade in the given filed.

From the displayed list of records Administrator perform the following:•View •Edit •Delete

• Define Job Title for all the employees with reference to salary grade.• Select Job Title Add Form.• Select Salary Grade, enter the Job Title,

fill Comments and Description if required.• Click Submit to save or Reset. • Added Job Title will be listed in View Job

Title.

From the displayed list of records Administrator perform the following:•View •Edit •Delete

Manage Lookup InfoUser Info - Role

• Define each employee’s Role and access levels as per their role. Click Add Role tab• Enter the Role and select the user

access level for that Role. • Access levels are presented in as

configuration boxes.

Manage Lookup InfoUser Info - Role

• Set the employee rights by clicking the check boxes.• Add – Allows user to add information to the

particular tab• Delete – User can delete information from

that particular tab.• Update – Allows user to edit information

previously entered.• View – The user will be only able to view

information on the particular tab.• After setting access levels to a particular

module click Submit

Manage Lookup InfoUser Info - Role

To view select the View Role under Role Tab, List of role will be shown from which one can View, Edit and Delete the record. To search select the Search Role.

Manage Lookup InfoUser Info - Role

Manage Lookup InfoUser Info -Department

• After configuring the Employee’s Role select Department and click Add Department • Enter Add Form • Submit else Reset. • Search Salary Grade by entering the grade

in the given filed.

From the displayed list of records Administrator perform the following:•View •Edit •Delete

Manage Lookup InfoUser Info -Team

• Click Add team• Enter Team name• Submit else Reset.

From the displayed list of records Administrator perform the following:•View •Edit •Delete•To search click Search Team

Manage Lookup InfoUser Info -Currency

• Define Currency for the Company by selecting Add Currency• Enter the Currency in the Add Form• Click Submit

• Select the View Currency to view, edit and delete the record.

• To search select the Search Currency.

• Click Nationality, Add Nationality, Enter the Add Form , Submit or Reset.

• View List of Nationalities and Edit/Delete record, Search Nationality by giving Nationality Name

Employee Dynamics defines relating details about the employee.

Manage Lookup InfoEmployee Dynamics - Nationality

• Different types of ethnic races of the employees can define here.

• Select Ethnic Race and enter the ethnic race in the Add form.

• Click Submit

Manage Lookup InfoEmployee Dynamics – Ethnic Race

• Select View Ethnic Race to view, edit and delete the record.

• To search select the Search Ethnic Race, search by giving Ethnic Race

• Define the country with Name, country codes and description about the country if require

• Click Submit to save

Manage Lookup InfoEmployee Dynamics – Country

• Select the View Country Tab to view, edit and delete the record.

• Select the Search Country to search country by giving Name and Country code.

Configuration of Manage Lookup InfoProject Info – Customer Details

Information regarding projects, customer’s details and project activities can be defined under Project Info, which can be later used for project management activities

• To add a customer select Customer Details

• Click Add Customer • Enter add form and Submit

• Select the View Customer option, List of Customer is displayed - view, edit and delete the record.

• To search select the Search Customer.

• Click Project Details, Add Project, Select Project Owner, Customer Name, Enter Project Name and Description.

• Submit or Reset. • Select the View Project Edit or

Delete, Search record.

Manage Lookup InfoProject Info – Project

• This section allows managing the activities, associated with the projects, that the company is undertaking.

• Click Add Project Activity, Select Project Owner, Project Name, Enter Activity and Notes.

• Click Submit.

• Select the View Project Activity to View, Edit or Delete, Search record.

Manage Lookup InfoProject Info – Project Activity

• For General Config Info add Employee Status, Holiday list, Leave Type, Expense Type.

• Employee Status defines whether the employee is hired or terminated.

• Click and enter the Employee Status Add Form, Submit or Reset.

• Also view and search Employee status by clicking on View Employee Status and Search Employee Status

Manage Lookup InfoGeneral Config Info – Employee Status

• Click Add Vendor• Enter details in the Add Form• Click Submit

• View, edit, delete entered details by clicking View Vendor

• To search select the Search Vendor

Manage Lookup InfoGeneral Config Info – Vendor Info

• Assign Holidays List by selecting Add Holiday and entering the Holiday Name and Date.

• Click Repeats Annually to assign the holiday every year on the same date.

• Submit after entering a holiday.

Manage Lookup InfoGeneral Config Info -Holiday

• Select View Employee Status to view, edit and delete the record.

• To search select the Search Employee Status

• Admin or another user with admin rights can define Leave Types, which are compatible with the HR policies of the company

• Assign Leave Type by selecting Add Leave Type and enter the leave type.

• Submit after entering a holiday.

Manage Lookup InfoGeneral Config Info –Leave Type

• Select the View Leave Type to view, edit and delete the record.

• To search select the Search Leave Type.

• Click Add Expense Type and enter add form

• Click Submit

Manage Lookup InfoGeneral Config Info –Expense Type

• Select View Expense Type to view, edit and delete the record.

• To search select the Search Expense Type

Manage Employee Info includes relevant employee details. This information is utilized by all other modules to eliminate data redundancy.

Manage Employee Info

• Click the Information tab• Select the Employees tab Add Employee details Submit to

save info or Reset. • Employee info can viewed and sought by clicking View

Employee Info• Search Employee Info

Manage Employee InfoInformation - Employees

• Configure User Name and Password for each employee.

• Click Add Login Info, add Employee Name, User Name & Password and Submit.

• Select View Login Info and the list of Login Users is displayed. View, Edit and Delete the record

Manage Employee InfoInformation – Login info

• Enter the employee licenses by clicking on Add License

• Enter add form by selecting Employee Name, License Date and Renewal Date, add License Number and Description

• Click Submit

• Select View License, click View, Edit and Delete to make changes to the record

• To search select the Search License

Manage Employee InfoInformation - License

• Enter the employee licenses by clicking on Add License

• Enter add form by selecting Employee Name, License Date and Renewal Date, add License Number and Description

• Click Submit

• Select View License, click View, Edit and Delete to make changes to the record

• To search select the Search License

Manage Employee InfoInformation - Education

• Select the Children tab and click Add Children

• Enter add form by selecting Employee Name, number of children and their Date of Birth

• Click Submit

• Select View Children, click View, Edit and Delete to make changes to the record

• To search select the Search Children

Manage Employee InfoInformation - Children

• Select the Work Experience tab to add the employee’s work experience

• Enter add form by selecting Employee Name and entering required fields and adding comments

• Click Submit

• Select View Work Experience, click View, Edit and Delete to make changes to the record

• To search select the Search Work Experience

Manage Employee InfoInformation – Work Experience

• Select the Employee Location History tab to add employee’s location details

• Enter add form by selecting Employee Name and entering required fields and adding comments

• Click Submit

• Select the View Location History and a List of Location History is displayed, View, Edit and Delete the record. To Search select the Search Location History.

Manage Employee InfoInformation – Employee Location History

• Information regarding an employee’s salary is defined here.

• Click Add Salary and enter Employee Name, Salary and Declaration Date

• Click Submit

• Select the View Location History and a List of Location History is displayed, View, Edit and Delete the record. To Search select the Search Location History.

Manage Employee InfoTransaction– Salary

• Click Add Direct Debit• Enter details to the Add Form • Click Submit

• Select the View Direct Debit to view, edit and delete the record.

• To search select the Search Direct Debit.

Manage Employee InfoTransaction– Direct Debit

• Define a particular employee’s Supervisor or subordinate employees.

• After configuration a particular supervisor can view the following info about subordinate employee:

• Employee Details• Leave History• Leave List• Time Sheets

• Select Employee Name and Supervisor and mode of reporting to Supervisor

• Click Submit

Manage Employee InfoTransaction– Report To

• Select the View Employee Report to view, edit and delete the record.

• To search select the Search Employee Report To.

• Click Add Employee Passport and enter details about the employee’s passport

• Click Submit

Manage Employee InfoTransaction– Passport

• Select the View Employee Passport to view, edit and delete the record.

• To search select the Search Employee Passport.

• Define beneficial plans for the employee in this module like health plan, savings plan etc.

• Click Add Benefit to add benefits to an employee, enter the benefit name and attach the required file

• Click Submit

Manage Employee InfoTransaction– Benefit

• Select the View Employee Benefit to view, edit and delete the record.

• To search select the Search Employee Benefit.

• Leave Quota is assigned to employee as per the HR Policies by admin/HR manager

• Employees can apply leave only after a leave quota is assigned to them.

• Click Add Leave Quota and enter add form

• Click Submit

Manage Employee InfoTransaction– Leave Quota

• Select View Leave Quota to view, edit and delete the record.

• To search select the Search Leave Quota.

• Define Approvers to an employee under this tab

• Click add Expense Approver• Select the Employee Name and

Approving Employee • Click Submit

Manage Employee InfoApprovers– Expense Approver

• Select the View Expense Approver to view, edit and delete the record.

• To search select the Search Expense Approver.

• Click add Expense Accountant Approver

• Select the Accountant Name• Click Submit

Manage Employee InfoApprovers– Expense Accountant Approver

• Select the View Expense Accountant Approver to view, edit and delete the record.

• To search select the Search Expense Accountant Approver.

• Click add Leave Approver• Select the Employee and

Approver Name• Click Submit

Manage Employee InfoApprovers– Leave Approver

• Select the View Leave Approver to view, edit and delete the record.

• To search select the Search Leave Approver.

• Click add Timesheet Approver• Select the Employee and Approver

Name• Click Submit

Manage Employee InfoApprovers– Timesheet Approver

• Select the View Timesheet Approver to view, edit and delete the record.

• To search select the Search Timesheet Approver.

• Click Add Timesheet Category under Timesheet Category

• Enter Timesheet Category Name in the add form

• Click Submit

Manage Employee InfoTimesheet Category

• Select the View Timesheet Category to view, edit and delete the record.

• To search select the Search Timesheet Category.

• Click Add Timesheet Category Employee under Timesheet Category Employee

• Select Employee Name and Timesheet Category Name in the add form

• Click Submit

Manage Employee InfoTimesheet Category – Timesheet Category Employee

• Select the View Timesheet Category to view, edit and delete the record.

• To search select the Search Timesheet Category.