Difference between revisions of "Screens"

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=Human Resource=
 
=Human Resource=
 +
 +
This section provides the list of activities in Human Resource module.
 +
 
==Setup==
 
==Setup==
−
===Core Setup===
+
*Core Setup
−
====Religion====
+
**[[Religion]]
−
====Marital Status====
+
**[[Marital Status]]
−
====Title====
+
**[[Title]]
−
====Grade====
+
**[[Grade]]
−
====Category====
+
**[[Category]]
−
====Employee Status====
+
**[[Employee Status]]
−
====Employee Type====
+
**[[Employee Type]]
−
====Position====
+
**[[Position]]
−
====Guardian Type Setup====
+
**[[Guardian Type Setup]]
−
====Sponsors Setup====
+
**[[Sponsors Setup]]
−
====Employment Type====
+
**[[ Exit Interview]]
−
====Mobile No. Fields Setup====
+
**[[ Head Count Budgeting]]
−
====Bank and Branches====
+
**[[ Recruitment Budget]]
−
====Country, Provinces and Cities====
+
**[[ Training Budget]]
−
===Personal Detail Setup===
+
**[[ Document Type Setup]]
−
====Degree Level====
+
**[[ Organizational Documents]]
−
====Area of Study====
+
**[[Mobile No. Fields Setup]]
−
====Skills Setup====
+
**[[Checklist Category]]
−
====Assets Types====
+
**[[Bank and Branches]]
−
====Skill Level Setup====
+
**[[Country, Provinces and Cities]]
−
====Language Setup====
+
*Organizational Setup
−
====Language Ability Setup====
+
**[[Perk Setup]]
−
====Course Setup====
+
**[[Grade Wise Perks]]
−
====Degree Setup====
+
*Personal Detail Setup
−
====Sponsored by Setup====
+
**[[Degree Level]]
−
====Company Setup====
+
**[[Area of Study]]
−
====Relationship Setup====
+
**[[Skills Setup]]
−
====Institute Setup====
+
**[[Assets Types]]
−
====Membership Setup====
+
**[[Skill Level Setup]]
−
====Degree Grade Setup====
+
**[[Language Setup]]
 +
**[[Language Ability Setup]]
 +
**[[Course Setup]]
 +
**[[Degree Setup]]
 +
**[[Sponsored by Setup]]
 +
**[[Company Setup]]
 +
**[[Relationship Setup]]
 +
**[[Institute Setup]]
 +
**[[Membership Setup]]
 +
**[[Degree Grade Setup]]
 +
 
 
==Employee==
 
==Employee==
−
===Setup===
+
*Reports
−
====Perk Setup====
+
**[[Employee Retiring Between]]
−
====Grade Wise Perks====
+
**[[Employee Information]]
−
===Reports===
+
**[[Employee Posting]]
−
====Employee Retiring Between====
+
**[[Job Information with Eval]]
−
====Employee Information====
+
**[[Employee Tracking Report]]
−
This section will guide you through the process of registering employees in SmartHCM.
+
**[[List of Employees]]
 +
*[[Employee Perk]]
 +
*[[Posting]]
 +
*[[Probation Confirmation]]
 +
*[[Contract Renewal]]
 +
*[[Employee Information]]
 +
*[[Employee Bank]]
  
−
====Employee Job Information====
 
−
====Employee Posting====
 
−
====Job Information with Eval====
 
−
====Employee list with Qualification====
 
−
====Employee Tracking Report====
 
−
====List of Employees====
 
−
===Employee Perk===
 
−
===Posting===
 
−
===Probation Confirmation===
 
−
===Contract Renewal===
 
−
===Employee Information===
 
−
===Employee Bank===
 
 
==Separation==
 
==Separation==
−
===Setup===
+
*[[Employee Separation]]
−
====Resign Reason====
+
*[[Full and Final Settlement]]
−
====Resign Rating====
+
*[[End of Term Benefit Calculator]]
−
===Reports===
+
*Setup
−
====Full and Final Settlement Report====
+
**[[Resign Reason]]
−
====Stopped Employee Information====
+
**[[Resign Rating]]
−
===Employee Separation===
+
*Reports
−
===Full and Final Settlement===
+
**[[Full and Final Settlement Report]]
−
===End of Term Benefit Calculator===
+
**[[Stopped Employee List]]
 +
**[[Stopped Employee Information]]
 +
 
 
==Promotion/Demotion==
 
==Promotion/Demotion==
−
===Reports===
+
*[[Employee Promotion]]
−
====Employee Promotion List====
+
*[[Employee Job Change]]
−
===Employee Promotion===
+
*Reports
−
===Employee Job Change===
+
**[[Employee Promotion List]]
 +
 
 
==Training==
 
==Training==
−
===Setup===
+
*[[Training Plan]]
−
====Training Institutes====
+
*[[Employee Training]]
−
====Training Category====
+
*[[Training Course Result]]
−
====Training Expense====
+
*Setup
−
====Training Course====
+
**[[Training Institutes]]
−
====Trainer Detail====
+
**[[Training Category]]
−
====Trainer Institute====
+
**[[Training Expense]]
−
===Reports===
+
**[[Training Course]]
−
====Training Plan====
+
**[[Trainer Detail]]
−
====Employee Training====
+
**[[Trainer Institute]]
−
====Training Result====
+
*Reports
−
===Training Plan===
+
**[[Training Plan Report]]
−
===Employee Training===
+
**[[Employee Training]]
−
===Training Course Result===
+
**[[Training Result]]
 +
 
 
==Leave==
 
==Leave==
−
===Setup===
+
*[[Leave Balance]]
−
====Leave Type====
+
*[[Leave Request]]
−
====Leave Location Grade Setup====
+
*[[Leave Encashment]]
−
===Reports===
+
*[[Leave Balance Adjustment ]]
−
====Leave Record====
+
*Setup
−
====Consolidated Leave Card====
+
**[[Leave Type]]
−
====Leave Balance Report====
+
**[[Leave Location Grade Setup]]
−
====Employee Leave Encashment====
+
*Reports
−
===Leave Balance===
+
**[[Leave Record]]
−
===Leave Request===
+
**[[Consolidated Leave Card]]
−
===Leave Encashment===
+
**[[Leave Balance Report]]
 +
**[[Employee Leave Encashment]]
 +
 
 
==Appraisal==
 
==Appraisal==
 +
*Reports
 +
**[[Employee Objectives Report]]
 +
**[[Objectives Appraisal]]
 +
**[[Performance/Personal Appraisal]]
 +
**[[Appraisal Result]]
 +
**[[Suggested Courses]]
 +
*Setup
 +
**[[Appraiser's Types]]
 +
**[[Appraisal Types]]
 +
**[[Appraisal Types (Position Wise)]]
 +
**[[Objectives Rating]]
 +
**[[Evaluation Areas]]
 +
**[[Appraisal Attributes]]
 +
**[[Appraisal Attributes (Position wise)]]
 +
**[[Attribute Link Courses]]
 +
**[[Appraisal Parameters]]
 +
*[[Employee Objectives]]
 +
*[[Appraisal Plan Generation]]
 +
*[[Objective Appraisal]]
 +
*[[Performance/Personal Appraisal]]
 +
*[[Appraisal Results]]
 +
*[[Appraisal Increment Advice]]
 +
 
==Recruitment==
 
==Recruitment==
−
===Setup===
+
*Setup
−
====Written Test Information====
+
**[[Written Test Information]]
−
====Test Rating Setup====
+
**[[Test Rating Setup]]
−
====Recruitment Source====
+
**[[Recruitment Source]]
−
====Recruitment Expense====
+
**[[Recruitment Expense]]
−
====Industry Setup====
+
**[[Industry Setup]]
−
===Reports===
+
*Reports
−
====Applicant Letter====
+
**[[Shortlisted Applicants]]
−
====Shortlisted Applicants====
+
**[[Written Test Result Report]]
−
====Written Test Result Report====
+
**[[Interview Results]]
−
====Interview Results====
+
**[[Hiring Detail]]
−
====Hiring Detail====
+
**[[Applicant Resume]]
−
====Applicant Resume====
+
**[[Applicant Track List]]
−
====Applicant Track List====
+
**[[Applicant Information List]]
−
====Applicant Information List====
+
*[[Recruitment Request Form]]
−
===Recruitment Request Form===
+
*[[Applicant Information]]
−
===Applicant Information===
+
*[[Applicant Shortlist]]
−
===Applicant Shortlist===
+
*[[Written Test Result]]
−
===Written Test Result===
+
*[[Applicant Interviews]]
−
===Applicant Interviews===
+
*[[Employee Hiring]]
−
===Employee Hiring===
+
*[[Written Test Result(Test Wise)]]
−
===Written Test Result(Test Wise)===
+
*[[Email / SMS to Applicant(s)]]
−
===Email / SMS to Applicant(s)===
+
 
 
==Succession Planning==
 
==Succession Planning==
−
===Key Position List===
+
*[[Key Position List]]
−
===Employee Succession Planning===
+
*[[Employee Succession Planning]]
−
===Position Succession Planning===
+
*[[Position Succession Planning]]
−
===Position Successor Planning===
+
*[[Position Successor Planning]]
 +
 
 
==Job==
 
==Job==
−
===Job Information===
+
*[[Job Information]]
−
===Job Basic Salary Decision===
+
*[[Job Basic Salary Decision]]
−
===Job(s) Transfer===
+
*[[Job(s) Transfer]]
−
==Decisions==
+
 
−
===Reports===
 
−
====Decision Letter Report====
 
−
===Setup===
 
−
====Decision Type Setup====
 
−
====Decision Authority Setup====
 
−
====Decision Tag Setup====
 
−
====Decision Letter Template Setup====
 
−
===Create Decision===
 
−
===Decision Letter===
 
 
==Deputation==
 
==Deputation==
−
===Reports===
+
*Reports
−
====Deputation Report for Bank ====
+
**[[Deputation Report for Bank ]]
−
===Setup===
+
*Setup
−
====Deputation Category Setup====
+
**[[Deputation Category Setup]]
−
====Deputation Location Setup====
+
**[[Deputation Location Setup]]
−
====Deputation Rate On Allowances====
+
**[[Deputation Rate On Allowances]]
−
====Deputation Process====
+
**[[Deputation Process]]
−
===Deputation Decision===
+
*[[Employee Deputation]]
−
==Additional Job==
+
 
−
===Reports===
+
==Temporary Job==
−
====Employee Additional Job Records====
+
*[[Temporary Job Assignment]]
−
===Employee Additional Job===
+
*[[Renew/Cancel Temporary Job]]
−
===Renew/Cancel Additional Job===
+
*Reports
 +
**[[Temporary Job Assignment Record]]
 +
 
 
==Letter==
 
==Letter==
−
===Setup===
+
*[[Letter]]
−
====Letter Setup====
+
*[[Applicant Letter]]
−
====Letter Template====
+
*Setup
−
====Letter Tag Setup====
+
**[[Letter Setup]]
−
====Location Letter Wise User Tag====
+
**[[Letter Template]]
−
===Letter===
+
**[[Letter Tag Setup]]
−
==Widgets==
+
**[[Location Letter Wise User Tag]]
−
===HR News===
+
 
−
==Appraisal==
+
==Other Activity==
−
===Reports===
+
*[[HR News]]
−
====Employee Objectives====
+
 
−
====Objectives Appraisal====
 
−
====Performance/Personal Appraisal====
 
−
====Appraisal Result====
 
−
====Suggested Courses====
 
−
===Setup===
 
−
====Appraiser's Types====
 
−
====Appraisal Types====
 
−
====Appraisal Types (Position Wise)====
 
−
====Objectives Rating====
 
−
====Evaluation Areas====
 
−
====Appraisal Attributes====
 
−
====Appraisal Attributes (Position wise)====
 
−
====Attribute Link Courses====
 
−
====Appraisal Parameters====
 
−
===Employee Objectives===
 
−
===Appraisal Plan Generation===
 
−
===Objective Appraisal===
 
−
===Performance/Personal Appraisal===
 
−
===Appraisal Results===
 
−
===Appraisal Increment Advice===
 
 
==Increment==
 
==Increment==
−
===Reports===
+
*[[Employee Increment]]
−
====Employee Increment List====
+
*Reports
−
===Employee Increment===
+
**[[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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