Difference between revisions of "Screens"

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[[Human Resource]]
+
=Human Resource=
−
          [[Setup]]
+
 
−
                    [[Core Setup]]
+
This section provides the list of activities in Human Resource module.
−
                              [[Religion]]
+
 
−
                              [[Marital Status]]
+
==Setup==
−
                              [[Title]]
+
*Core Setup
−
                              [[Grade]]
+
**[[Religion]]
−
                              [[Category]]
+
**[[Marital Status]]
−
                              [[Employee Status]]
+
**[[Title]]
−
                              [[Employee Type]]
+
**[[Grade]]
−
                              [[Position]]
+
**[[Category]]
−
                              [[Guardian Type Setup]]
+
**[[Employee Status]]
−
                              [[Sponsors Setup]]
+
**[[Employee Type]]
−
                              [[Employment Type]]
+
**[[Position]]
−
                              [[Mobile No. Fields Setup]]
+
**[[Guardian Type Setup]]
−
                              [[Bank and Branches]]
+
**[[Sponsors Setup]]
−
                              [[Country, Provinces and Cities]]
+
**[[ Exit Interview]]
−
                    [[Personal Detail Setup]]
+
**[[ Head Count Budgeting]]
−
                              [[Degree Level]]
+
**[[ Recruitment Budget]]
−
                              [[Area of Study]]
+
**[[ Training Budget]]
−
                              [[Skills Setup]]
+
**[[ Document Type Setup]]
−
                              [[Assets Types]]
+
**[[ Organizational Documents]]
−
                              [[Skill Level Setup]]
+
**[[Mobile No. Fields Setup]]
−
                              [[Language Setup]]
+
**[[Checklist Category]]
−
                              [[Language Ability Setup]]
+
**[[Bank and Branches]]
−
                              [[Course Setup]]
+
**[[Country, Provinces and Cities]]
−
                              [[Degree Setup]]
+
*Organizational Setup
−
                              [[Sponsored by Setup]]
+
**[[Perk Setup]]
−
                              [[Company Setup]]
+
**[[Grade Wise Perks]]
−
                              [[Relationship Setup]]
+
*Personal Detail Setup
−
                              [[Institute Setup]]
+
**[[Degree Level]]
−
                              [[Membership Setup]]
+
**[[Area of Study]]
−
                              [[Degree Grade Setup]]
+
**[[Skills Setup]]
−
          [[Employee]]
+
**[[Assets Types]]
−
                    [[Setup]]
+
**[[Skill Level Setup]]
−
                              [[Perk Setup]]
+
**[[Language Setup]]
−
                              [[Grade Wise Perks]]
+
**[[Language Ability Setup]]
−
                    [[Reports]]
+
**[[Course Setup]]
−
                              [[Employee Retiring Between]]
+
**[[Degree Setup]]
−
                              [[Employee Information]]
+
**[[Sponsored by Setup]]
−
                              [[Employee Job Information]]
+
**[[Company Setup]]
−
                              [[Employee Posting]]
+
**[[Relationship Setup]]
−
                              [[Job Information with Eval]]
+
**[[Institute Setup]]
−
                              [[Employee list with Qualification]]
+
**[[Membership Setup]]
−
                              [[Employee Tracking Report]]
+
**[[Degree Grade Setup]]
−
                              [[List of Employees]]
+
 
−
                    [[Employee Perk]]
+
==Employee==
−
                    [[Posting]]
+
*Reports
−
                    [[Probation Confirmation]]
+
**[[Employee Retiring Between]]
−
                    [[Contract Renewal]]
+
**[[Employee Information]]
−
                    [[Employee Information]]
+
**[[Employee Posting]]
−
                    [[Employee Bank]]
+
**[[Job Information with Eval]]
−
          [[Separation]]
+
**[[Employee Tracking Report]]
−
                    [[Setup]]
+
**[[List of Employees]]
−
                              [[Resign Reason]]
+
*[[Employee Perk]]
−
                              [[Resign Rating]]
+
*[[Posting]]
−
                    [[Reports]]
+
*[[Probation Confirmation]]
−
                              [[Full and Final Settlement Report]]
+
*[[Contract Renewal]]
−
                              [[Stopped Employee Information]]
+
*[[Employee Information]]
−
                    [[Employee Separation]]
+
*[[Employee Bank]]
−
                    [[Full and Final Settlement]]
+
 
−
                    [[End of Term Benefit Calculator]]
+
==Separation==
−
          [[Promotion/Demotion]]
+
*[[Employee Separation]]
−
                    [[Reports]]
+
*[[Full and Final Settlement]]
−
                              [[Employee Promotion List]]
+
*[[End of Term Benefit Calculator]]
−
                    [[Employee Promotion]]
+
*Setup
−
                    [[Employee Job Change]]
+
**[[Resign Reason]]
−
          [[Training]]
+
**[[Resign Rating]]
−
                    [[Setup]]
+
*Reports
−
                              [[Training Institutes]]
+
**[[Full and Final Settlement Report]]
−
                              [[Training Category]]
+
**[[Stopped Employee List]]
−
                              [[Training Expense]]
+
**[[Stopped Employee Information]]
−
                              [[Training Course]]
+
 
−
                              [[Trainer Detail]]
+
==Promotion/Demotion==
−
                              [[Trainer Institute]]
+
*[[Employee Promotion]]
−
                    [[Reports]]
+
*[[Employee Job Change]]
−
                              [[Training Plan]]
+
*Reports
−
                              [[Employee Training]]
+
**[[Employee Promotion List]]
−
                              [[Training Result]]
+
 
−
                    [[Training Plan]]
+
==Training==
−
                    [[Employee Training]]
+
*[[Training Plan]]
−
                    [[Training Course Result]]
+
*[[Employee Training]]
−
          [[Leave]]
+
*[[Training Course Result]]
−
                    [[Setup]]
+
*Setup
−
                              [[Leave Type]]
+
**[[Training Institutes]]
−
                              [[Leave Location Grade Setup]]
+
**[[Training Category]]
−
                    [[Reports]]
+
**[[Training Expense]]
−
                              [[Leave Record]]
+
**[[Training Course]]
−
                              [[Consolidated Leave Card]]
+
**[[Trainer Detail]]
−
                              [[Leave Balance Report]]
+
**[[Trainer Institute]]
−
                              [[Employee Leave Encashment]]
+
*Reports
−
                    [[Leave Balance]]
+
**[[Training Plan Report]]
−
                    [[Leave Request]]
+
**[[Employee Training]]
−
                    [[Leave Encashment]]
+
**[[Training Result]]
−
          [[Appraisal]]
+
 
−
          [[Recruitment]]
+
==Leave==
−
                    [[Setup]]
+
*[[Leave Balance]]
−
                              [[Written Test Information]]
+
*[[Leave Request]]
−
                              [[Test Rating Setup]]
+
*[[Leave Encashment]]
−
                              [[Recruitment Source]]
+
*[[Leave Balance Adjustment ]]
−
                              [[Recruitment Expense]]
+
*Setup
−
                              [[Industry Setup]]
+
**[[Leave Type]]
−
                    [[Reports]]
+
**[[Leave Location Grade Setup]]
−
                              [[Applicant Letter]]
+
*Reports
−
                              [[Shortlisted Applicants]]
+
**[[Leave Record]]
−
                              [[Written Test Result Report]]
+
**[[Consolidated Leave Card]]
−
                              [[Interview Results]]
+
**[[Leave Balance Report]]
−
                              [[Hiring Detail]]
+
**[[Employee Leave Encashment]]
−
                              [[Applicant Resume]]
+
 
−
                              [[Applicant Track List]]
+
==Appraisal==
−
                              [[Applicant Information List]]
+
*Reports
−
                    [[Recruitment Request Form]]
+
**[[Employee Objectives Report]]
−
                    [[Applicant Information]]
+
**[[Objectives Appraisal]]
−
                    [[Applicant Shortlist]]
+
**[[Performance/Personal Appraisal]]
−
                    [[Written Test Result]]
+
**[[Appraisal Result]]
−
                    [[Applicant Interviews]]
+
**[[Suggested Courses]]
−
                    [[Employee Hiring]]
+
*Setup
−
                    [[Written Test Result(Test Wise)]]
+
**[[Appraiser's Types]]
−
                    [[Email / SMS to Applicant(s)]]
+
**[[Appraisal Types]]
−
          [[Succession Planning]]
+
**[[Appraisal Types (Position Wise)]]
−
                    [[Key Position List]]
+
**[[Objectives Rating]]
−
                    [[Employee Succession Planning]]
+
**[[Evaluation Areas]]
−
                    [[Position Succession Planning]]
+
**[[Appraisal Attributes]]
−
                    [[Position Successor Planning]]
+
**[[Appraisal Attributes (Position wise)]]
−
          [[Job]]
+
**[[Attribute Link Courses]]
−
                    [[Job Information]]
+
**[[Appraisal Parameters]]
−
                    [[Job Basic Salary Decision]]
+
*[[Employee Objectives]]
−
                    [[Job(s) Transfer]]
+
*[[Appraisal Plan Generation]]
−
          [[Decisions]]
+
*[[Objective Appraisal]]
−
                    [[Reports]]
+
*[[Performance/Personal Appraisal]]
−
                              [[Decision Letter Report]]
+
*[[Appraisal Results]]
−
                    [[Setup]]
+
*[[Appraisal Increment Advice]]
−
                              [[Decision Type Setup]]
+
 
−
                              [[Decision Authority Setup]]
+
==Recruitment==
−
                              [[Decision Tag Setup]]
+
*Setup
−
                              [[Decision Letter Template Setup]]
+
**[[Written Test Information]]
−
                    [[Create Decision]]
+
**[[Test Rating Setup]]
−
                    [[Decision Letter]]
+
**[[Recruitment Source]]
−
          [[Deputation]]
+
**[[Recruitment Expense]]
−
                    [[Reports]]
+
**[[Industry Setup]]
−
                              [[Deputation Report for Bank ]]
+
*Reports
−
                    [[Setup]]
+
**[[Shortlisted Applicants]]
−
                              [[Deputation Category Setup]]
+
**[[Written Test Result Report]]
−
                              [[Deputation Location Setup]]
+
**[[Interview Results]]
−
                              [[Deputation Rate On Allowances]]
+
**[[Hiring Detail]]
−
                              [[Deputation Process]]
+
**[[Applicant Resume]]
−
                    [[Deputation Decision]]
+
**[[Applicant Track List]]
−
          [[Additional Job]]
+
**[[Applicant Information List]]
−
                    [[Reports]]
+
*[[Recruitment Request Form]]
−
                              [[Employee Additional Job Records]]
+
*[[Applicant Information]]
−
                    [[Employee Additional Job]]
+
*[[Applicant Shortlist]]
−
                    [[Renew/Cancel Additional Job]]
+
*[[Written Test Result]]
−
          [[Letter]]
+
*[[Applicant Interviews]]
−
                    [[Setup]]
+
*[[Employee Hiring]]
−
                              [[Letter Setup]]
+
*[[Written Test Result(Test Wise)]]
−
                              [[Letter Template]]
+
*[[Email / SMS to Applicant(s)]]
−
                              [[Letter Tag Setup]]
+
 
−
                              [[Location Letter Wise User Tag]]
+
==Succession Planning==
−
                    [[Letter]]
+
*[[Key Position List]]
−
          [[Widgets]]
+
*[[Employee Succession Planning]]
−
                    [[HR News]]
+
*[[Position Succession Planning]]
−
          [[Appraisal]]
+
*[[Position Successor Planning]]
−
                    [[Reports]]
+
 
−
                              [[Employee Objectives]]
+
==Job==
−
                              [[Objectives Appraisal]]
+
*[[Job Information]]
−
                              [[Performance/Personal Appraisal]]
+
*[[Job Basic Salary Decision]]
−
                              [[Appraisal Result]]
+
*[[Job(s) Transfer]]
−
                              [[Suggested Courses]]
+
 
−
                    [[Setup]]
+
==Deputation==
−
                              [[Appraiser's Types]]
+
*Reports
−
                              [[Appraisal Types]]
+
**[[Deputation Report for Bank ]]
−
                              [[Appraisal Types (Position Wise)]]
+
*Setup
−
                              [[Objectives Rating]]
+
**[[Deputation Category Setup]]
−
                              [[Evaluation Areas]]
+
**[[Deputation Location Setup]]
−
                              [[Appraisal Attributes]]
+
**[[Deputation Rate On Allowances]]
−
                              [[Appraisal Attributes (Position wise)]]
+
**[[Deputation Process]]
−
                              [[Attribute Link Courses]]
+
*[[Employee Deputation]]
−
                              [[Appraisal Parameters]]
+
 
−
                    [[Employee Objectives]]
+
==Temporary Job==
−
                    [[Appraisal Plan Generation]]
+
*[[Temporary Job Assignment]]
−
                    [[Objective Appraisal]]
+
*[[Renew/Cancel Temporary Job]]
−
                    [[Performance/Personal Appraisal]]
+
*Reports
−
                    [[Appraisal Results]]
+
**[[Temporary Job Assignment Record]]
−
                    [[Appraisal Increment Advice]]
+
 
−
          [[Increment]]
+
==Letter==
−
                    [[Reports]]
+
*[[Letter]]
−
                              [[Employee Increment List]]
+
*[[Applicant Letter]]
−
                    [[Employee Increment]]
+
*Setup
 +
**[[Letter Setup]]
 +
**[[Letter Template]]
 +
**[[Letter Tag Setup]]
 +
**[[Location Letter Wise User Tag]]
 +
 
 +
==Other Activity==
 +
*[[HR News]]
 +
 
 +
==Increment==
 +
*[[Employee Increment]]
 +
*Reports
 +
**[[Employee Increment List]]
 +
 
 +
=Payroll=
 +
==Setup==
 +
*[[Payroll Groups]]
 +
 
 +
==General Activities==
 +
*[[Payroll Parameters]]
 +
*[[Employee Basic Salary Editing]]
 +
*[[Employee Monthly Payroll Remarks]]
 +
 
 +
==Data Uploading==
 +
*[[Monthly Data Upload]]
 +
 
 +
==Allowance and Deduction==
 +
*[[Monthly Payment Deduction (Code wise)]]
 +
*[[Employee Allowances and Deductions]]
 +
*[[Monthly Payment & Deduction (Employee wise)]]
 +
*[[Setup]]
 +
**[[Deduction]]
 +
**[[Allowances]]
 +
**[[Allowance Deduction Location Grade Setup]]
 +
**[[Allowance Basic Salary Range Setup]]
 +
 
 +
==Attendance==
 +
*[[Employee Attendance]]
 +
*[[Back Dated Attendance]]
 +
*[[Penalty Absence]]
 +
*[[Reports]]
 +
**[[Employee Monthly Attendance]]
 +
*[[Setup]]
 +
**[[Attendance Setup]]
 +
**[[Attendance Location Grade Setup]]
 +
 
 +
==Funds==
 +
*[[Fund Contribution]]
 +
*[[Reports]]
 +
**[[Fund Yealy Contribution Report]]
 +
*[[Setup]]
 +
**[[Fund Setup]]
 +
**[[Fund Location Grade Setup]]
 +
**[[Fund Slab Wise Location Grade]]
 +
 
 +
==Overtime==
 +
*Out of Payroll
 +
**Reports
 +
***[[Overtime Payment Register]]
 +
***[[Overtime Report for Bank ]]
 +
**Setup
 +
***[[Overtime Location Grade Setup - Out of payroll]]
 +
*With Payroll
 +
**Setup
 +
***[[Overtime Location Grade Setup - With payroll]]
 +
**Reports
 +
***[[Employee Overtime Detail]]
 +
**[[Employee OverTime Hours]]
 +
*[[Overtime Setup]]
 +
*[[Overtime Rule Setup]]
 +
 
 +
==E-Bank File==
 +
*[[E-Bank Setup]]
 +
*[[File Generation]]
 +
 
 +
==Loans==
 +
*[[Loan Disbursement]]
 +
*[[Skip Installment]]
 +
*[[Loan Reschedule]]
 +
*[[Loan Guaranty]]
 +
*[[Loan Manual Reschedule]]
 +
*Setups
 +
**[[Loan Setup]]
 +
**[[Loan Location Grade Setup]]
 +
**[[Beneficiary Information]]
 +
*Reports
 +
**[[Loan Sanction List]]
 +
**[[Loan Outstanding Balance]]
 +
**[[Loan Plan]]
 +
 
 +
==Inquiry==
 +
*[[Payroll Inquiry]]
 +
 
 +
==Process==
 +
*[[Payroll Process]]
 +
 
 +
==Income Tax==
 +
*Reports
 +
**[[Direct Taxes - Deduction at Source u/s -149]]
 +
**[[Income Tax Statement u/s 165 (2) - u/s 149]]
 +
*[[Tax Slab]]
 +
*[[Tax Adjustment Setup]]
 +
*[[Perk Taxable Income]]
 +
*[[Employee Tax Adjustment]]
 +
*[[Senior Citizen Tax Slab]]
 +
*[[Employee Other Tax]]
 +
 
 +
==Reports==
 +
*Registers
 +
**[[Salary Sheet]]
 +
**[[Payroll Register]]
 +
*Slips
 +
**[[Tax Slip]]
 +
**[[Pay-Slip]]
 +
*Bank Reports
 +
**[[Bank Advise]]
 +
*Reconciliation Reports
 +
**[[Reconciliation Statement]]
 +
*[[Payroll Exceptions]]
 +
 
 +
=Time Office Management=
 +
==Setup==
 +
*[[Shift]]
 +
*[[Attendance File Format Setup]]
 +
*[[Supervisory Control Setup]]
 +
*[[Time Slot]]
 +
*[[Roster Template]]
 +
*[[Late Deduction Setup]]
 +
*[[Attendance Locations Setup]]
 +
*[[Employee Attendance Locations Setup]]
 +
*[[Employee Mobile Phone Registration Setup]]
 +
*[[Attendance Service Registration]]
 +
 
 +
==Attendance==
 +
*[[Machine Attendance Loading ]]
 +
 
 +
==Transaction==
 +
*[[Employee wise Roster]]
 +
*[[Shift Transfer]]
 +
*[[Shift wise Roster]]
 +
*[[Missing In/Out Time]]
 +
*[[Late Approval]]
 +
*[[OverTime Approval(New)]]
 +
 
 +
==Process==
 +
*[[Roster Process]]
 +
*[[Rejected Attendance Reattempt Process]]
 +
*[[Update Time Slot]]
 +
 
 +
==Reports==
 +
*[[Daily Attendance Report]]
 +
*[[Individual Time Sheet]]
 +
*[[Late Employee List]]
 +
*[[Roster Template Report]]
 +
*[[Shift wise Roster Report]]
 +
*[[Employee wise Roster Report]]
 +
*[[Shift Transfer Report]]
 +
*[[Missing In/Out Report]]
 +
*[[Overtime Suggestion Report]]
 +
*[[Overtime Approval Report]]
 +
*[[Time Slot Report]]
 +
 
 +
=Settings=
 +
==Organization Structure==
 +
*[[Location Structure]]
 +
*[[Locations]]
 +
 
 +
==General Setup==
 +
*[[System Default]]
 +
*[[Integration Configuration]]
 +
*[[Holiday Setup]]
 +
 
 +
==e-Recruitment==
 +
*[[Publish Job]]
 +
*[[Upload Setups]]
 +
*[[Download Applicants]]
 +
*[[e-Recruitment Integration Setup]]
 +
 
 +
==Menu Setups==
 +
*[[Menu Activities]]
 +
*[[Menu Sequence]]
 +
 
 +
==Language Translation==
 +
*[[Labels and Menus Translation]]
 +
*[[Static Combo List]]
 +
*[[Report Translation]]
 +
*[[Dashboard]]
 +
*[[Message Setup]]
 +
 
 +
==Employee Self Service==
 +
*Communication and Archiving
 +
**Setup
 +
***[[Organization]]
 +
***[[Attachment Type]]
 +
***[[Document Sending Method ]]
 +
***[[Admin Department]]
 +
***[[Admin Employee]]
 +
*Notification
 +
**Setup
 +
***[[Notification Calendar]]
 +
*Setup
 +
**[[ESS Specific Activity Rights]]
 +
**[[ESS Menu and Label Translation]]
 +
*Office Support Portal
 +
**Setup
 +
***[[Center and Floor]]
 +
***[[Category and Sub Category]]
 +
***[[Status]]
 +
***[[Priority]]
 +
***[[Category Employee]]
 +
***[[Sub Category Detail]]
 +
***[[Flexible Fields]]
 +
***[[Project Management Setup]]
 +
***[[Contractor Employee Setup]]
 +
***[[Create Issue Rights]]
 +
*Workflow Management
 +
**Setup
 +
***[[Workflow Structure]]
 +
***[[Define Workflow]]
 +
***[[Assign Authority]]
 +
 
 +
=Security=
 +
==User==
 +
*[[Change My Password]]
 +
*[[User Profile]]
 +
*[[User Rights]]
 +
 
 +
==Group==
 +
*[[User Group Setup]]
 +
 
 +
==Reports==
 +
*[[Audit Log]]

Latest revision as of 13:27, 5 January 2017

Human Resource

This section provides the list of activities in Human Resource module.

Setup

Employee

Separation

Promotion/Demotion

Training

Leave

Appraisal

Recruitment

Succession Planning

Job

Deputation

Temporary Job

Letter

Other Activity

Increment

Payroll

Setup

General Activities

Data Uploading

Allowance and Deduction

Attendance

Funds

Overtime

E-Bank File

Loans

Inquiry

Process

Income Tax

Reports

Time Office Management

Setup

Attendance

Transaction

Process

Reports

Settings

Organization Structure

General Setup

e-Recruitment

Menu Setups

Language Translation

Employee Self Service

Security

User

Group

Reports

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