Difference between revisions of "Screens"

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==Setup==
 
==Setup==
−
 
 
*Core Setup
 
*Core Setup
 
**[[Religion]]
 
**[[Religion]]
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**[[Guardian Type Setup]]
 
**[[Guardian Type Setup]]
 
**[[Sponsors Setup]]
 
**[[Sponsors Setup]]
−
**[[Employment Type]]
+
**[[ Exit Interview]]
 +
**[[ Head Count Budgeting]]
 +
**[[ Recruitment Budget]]
 +
**[[ Training Budget]]
 +
**[[ Document Type Setup]]
 +
**[[ Organizational Documents]]
 
**[[Mobile No. Fields Setup]]
 
**[[Mobile No. Fields Setup]]
 +
**[[Checklist Category]]
 
**[[Bank and Branches]]
 
**[[Bank and Branches]]
 
**[[Country, Provinces and Cities]]
 
**[[Country, Provinces and Cities]]
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==Employee==
 
==Employee==
−
*[[Probation Confirmation]]
 
−
*[[Employee Perk]]
 
−
*[[Employee Information]]
 
−
*[[Employee Bank]]
 
−
*[[Posting]]
 
−
*[[Contract Renewal]]
 
 
*Reports
 
*Reports
−
**[[List of Employees]]
+
**[[Employee Retiring Between]]
 
**[[Employee Information]]
 
**[[Employee Information]]
−
**[[Employee Retiring Between]]
 
 
**[[Employee Posting]]
 
**[[Employee Posting]]
 +
**[[Job Information with Eval]]
 
**[[Employee Tracking Report]]
 
**[[Employee Tracking Report]]
−
**[[Job Information with Eval]]
+
**[[List of Employees]]
 +
*[[Employee Perk]]
 +
*[[Posting]]
 +
*[[Probation Confirmation]]
 +
*[[Contract Renewal]]
 +
*[[Employee Information]]
 +
*[[Employee Bank]]
  
 
==Separation==
 
==Separation==
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**[[Trainer Institute]]
 
**[[Trainer Institute]]
 
*Reports
 
*Reports
−
**[[Training Plan]]
+
**[[Training Plan Report]]
 
**[[Employee Training]]
 
**[[Employee Training]]
 
**[[Training Result]]
 
**[[Training Result]]
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*[[Leave Balance]]
 
*[[Leave Balance]]
 
*[[Leave Request]]
 
*[[Leave Request]]
−
*[[Leave Process]]
 
 
*[[Leave Encashment]]
 
*[[Leave Encashment]]
 +
*[[Leave Balance Adjustment ]]
 
*Setup
 
*Setup
 
**[[Leave Type]]
 
**[[Leave Type]]
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==Appraisal==
 
==Appraisal==
−
*[[Employee Objectives]]
+
*Reports
−
*[[Appraisal Plan Generation]]
+
**[[Employee Objectives Report]]
−
*[[Objective Appraisal]]
+
**[[Objectives Appraisal]]
−
*[[Performance/Personal Appraisal]]
+
**[[Performance/Personal Appraisal]]
−
*[[Appraisal Results]]
+
**[[Appraisal Result]]
−
*[[Appraisal Increment Advice]]
+
**[[Suggested Courses]]
 
*Setup
 
*Setup
 
**[[Appraiser's Types]]
 
**[[Appraiser's Types]]
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**[[Attribute Link Courses]]
 
**[[Attribute Link Courses]]
 
**[[Appraisal Parameters]]
 
**[[Appraisal Parameters]]
−
*Reports
+
*[[Employee Objectives]]
−
**[[Employee Objectives]]
+
*[[Appraisal Plan Generation]]
−
**[[Objectives Appraisal]]
+
*[[Objective Appraisal]]
−
**[[Performance/Personal Appraisal]]
+
*[[Performance/Personal Appraisal]]
−
**[[Appraisal Result]]
+
*[[Appraisal Results]]
−
**[[Suggested Courses]]
+
*[[Appraisal Increment Advice]]
  
 
==Recruitment==
 
==Recruitment==
−
*[[Recruitment Request Form]]
 
−
*[[Applicant Information]]
 
−
*[[Applicant Shortlist]]
 
−
*[[Written Test Result]]
 
−
*[[Applicant Interviews]]
 
−
*[[Employee Hiring]]
 
−
*[[Written Test Result(Test Wise)]]
 
−
*[[Email / SMS to Applicant(s)]]
 
 
*Setup
 
*Setup
−
**[[Integration Security Code Setup]]
 
 
**[[Written Test Information]]
 
**[[Written Test Information]]
 
**[[Test Rating Setup]]
 
**[[Test Rating Setup]]
Line 151: Line 147:
 
**[[Applicant Track List]]
 
**[[Applicant Track List]]
 
**[[Applicant Information List]]
 
**[[Applicant Information List]]
 +
*[[Recruitment Request Form]]
 +
*[[Applicant Information]]
 +
*[[Applicant Shortlist]]
 +
*[[Written Test Result]]
 +
*[[Applicant Interviews]]
 +
*[[Employee Hiring]]
 +
*[[Written Test Result(Test Wise)]]
 +
*[[Email / SMS to Applicant(s)]]
  
 
==Succession Planning==
 
==Succession Planning==
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*[[Job Basic Salary Decision]]
 
*[[Job Basic Salary Decision]]
 
*[[Job(s) Transfer]]
 
*[[Job(s) Transfer]]
−
 
−
==Decisions==
 
−
*[[Create Decision]]
 
−
*[[Decision Letter]]
 
−
*Setup
 
−
**[[Decision Type Setup]]
 
−
**[[Decision Authority Setup]]
 
−
**[[Decision Tag Setup]]
 
−
**[[Decision Letter Template Setup]]
 
  
 
==Deputation==
 
==Deputation==
−
*[[Deputation Decision]]
+
*Reports
 +
**[[Deputation Report for Bank ]]
 
*Setup
 
*Setup
 
**[[Deputation Category Setup]]
 
**[[Deputation Category Setup]]
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**[[Deputation Rate On Allowances]]
 
**[[Deputation Rate On Allowances]]
 
**[[Deputation Process]]
 
**[[Deputation Process]]
−
*Reports
+
*[[Employee Deputation]]
−
**[[Deputation Report for Bank ]]
 
  
 
==Temporary Job==
 
==Temporary Job==
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==Increment==
 
==Increment==
−
*[[Employee Exceptional Increment]]
+
*[[Employee Increment]]
 
*Reports
 
*Reports
 
**[[Employee Increment List]]
 
**[[Employee Increment List]]
−
 
−
 
−
 
  
 
=Payroll=
 
=Payroll=
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*[[Employee Attendance]]
 
*[[Employee Attendance]]
 
*[[Back Dated Attendance]]
 
*[[Back Dated Attendance]]
−
*[[Penalty Absence Decision]]
+
*[[Penalty Absence]]
 
*[[Reports]]
 
*[[Reports]]
 
**[[Employee Monthly Attendance]]
 
**[[Employee Monthly Attendance]]
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==Overtime==
 
==Overtime==
−
*Setup
 
−
**[[Overtime Setup]]
 
 
*Out of Payroll
 
*Out of Payroll
−
**[[Overtime Decision]]
 
−
**Setup
 
−
***[[Overtime Decision Setup]]
 
 
**Reports
 
**Reports
 
***[[Overtime Payment Register]]
 
***[[Overtime Payment Register]]
 
***[[Overtime Report for Bank ]]
 
***[[Overtime Report for Bank ]]
 +
**Setup
 +
***[[Overtime Location Grade Setup - Out of payroll]]
 
*With Payroll
 
*With Payroll
−
**[[Employee Overtime Hours]]
 
 
**Setup
 
**Setup
−
***[[Overtime Location Grade Setup]]
+
***[[Overtime Location Grade Setup - With payroll]]
 
**Reports
 
**Reports
 
***[[Employee Overtime Detail]]
 
***[[Employee Overtime Detail]]
 +
**[[Employee OverTime Hours]]
 +
*[[Overtime Setup]]
 +
*[[Overtime Rule Setup]]
 +
 +
==E-Bank File==
 +
*[[E-Bank Setup]]
 +
*[[File Generation]]
  
 
==Loans==
 
==Loans==
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*[[Skip Installment]]
 
*[[Skip Installment]]
 
*[[Loan Reschedule]]
 
*[[Loan Reschedule]]
−
*[[Loan Exemption Process]]
 
 
*[[Loan Guaranty]]
 
*[[Loan Guaranty]]
 
*[[Loan Manual Reschedule]]
 
*[[Loan Manual Reschedule]]
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**[[Loan Outstanding Balance]]
 
**[[Loan Outstanding Balance]]
 
**[[Loan Plan]]
 
**[[Loan Plan]]
−
**[[Monthly Loan Installment Report]]
 
  
 
==Inquiry==
 
==Inquiry==
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==Process==
 
==Process==
 
*[[Payroll 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==
 
==Reports==
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**[[Reconciliation Statement]]
 
**[[Reconciliation Statement]]
 
*[[Payroll Exceptions]]
 
*[[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=
 
=Settings=
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==General Setup==
 
==General Setup==
 +
*[[System Default]]
 +
*[[Integration Configuration]]
 +
*[[Holiday Setup]]
 +
 
==e-Recruitment==
 
==e-Recruitment==
 +
*[[Publish Job]]
 +
*[[Upload Setups]]
 +
*[[Download Applicants]]
 +
*[[e-Recruitment Integration Setup]]
 +
 
==Menu Setups==
 
==Menu Setups==
 +
*[[Menu Activities]]
 +
*[[Menu Sequence]]
 +
 
==Language Translation==
 
==Language Translation==
 +
*[[Labels and Menus Translation]]
 +
*[[Static Combo List]]
 +
*[[Report Translation]]
 +
*[[Dashboard]]
 +
*[[Message Setup]]
 +
 
==Employee Self Service==
 
==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

Retrieved from "https://wiki.smarthcm.com/index.php?title=Screens&oldid=1349"