Difference between revisions of "Screens"

From SmartHCM Wiki
Jump to navigation Jump to search
 
(79 intermediate revisions by the same user not shown)
Line 4: Line 4:
  
 
==Setup==
 
==Setup==
−
 
 
*Core Setup
 
*Core Setup
 
**[[Religion]]
 
**[[Religion]]
Line 16: Line 15:
 
**[[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]]
Line 41: Line 46:
  
 
==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==
Line 85: Line 90:
 
**[[Trainer Institute]]
 
**[[Trainer Institute]]
 
*Reports
 
*Reports
−
**[[Training Plan]]
+
**[[Training Plan Report]]
 
**[[Employee Training]]
 
**[[Employee Training]]
 
**[[Training Result]]
 
**[[Training Result]]
Line 92: Line 97:
 
*[[Leave Balance]]
 
*[[Leave Balance]]
 
*[[Leave Request]]
 
*[[Leave Request]]
−
*[[Leave Process]]
 
 
*[[Leave Encashment]]
 
*[[Leave Encashment]]
 +
*[[Leave Balance Adjustment ]]
 
*Setup
 
*Setup
 
**[[Leave Type]]
 
**[[Leave Type]]
Line 104: Line 109:
  
 
==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
 +
**[[Written Test Information]]
 +
**[[Test Rating Setup]]
 +
**[[Recruitment Source]]
 +
**[[Recruitment Expense]]
 +
**[[Industry Setup]]
 +
*Reports
 +
**[[Shortlisted Applicants]]
 +
**[[Written Test Result Report]]
 +
**[[Interview Results]]
 +
**[[Hiring Detail]]
 +
**[[Applicant Resume]]
 +
**[[Applicant Track 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==
 +
*[[Key Position List]]
 +
*[[Employee Succession Planning]]
 +
*[[Position Succession Planning]]
 +
*[[Position Successor Planning]]
 +
 
==Job==
 
==Job==
−
==Decisions==
+
*[[Job Information]]
 +
*[[Job Basic Salary Decision]]
 +
*[[Job(s) Transfer]]
 +
 
 
==Deputation==
 
==Deputation==
 +
*Reports
 +
**[[Deputation Report for Bank ]]
 +
*Setup
 +
**[[Deputation Category Setup]]
 +
**[[Deputation Location Setup]]
 +
**[[Deputation Rate On Allowances]]
 +
**[[Deputation Process]]
 +
*[[Employee Deputation]]
 +
 
==Temporary Job==
 
==Temporary Job==
 +
*[[Temporary Job Assignment]]
 +
*[[Renew/Cancel Temporary Job]]
 +
*Reports
 +
**[[Temporary Job Assignment Record]]
 +
 
==Letter==
 
==Letter==
 +
*[[Letter]]
 +
*[[Applicant Letter]]
 +
*Setup
 +
**[[Letter Setup]]
 +
**[[Letter Template]]
 +
**[[Letter Tag Setup]]
 +
**[[Location Letter Wise User Tag]]
 +
 
==Other Activity==
 
==Other Activity==
−
==Appraisal==
+
*[[HR News]]
 +
 
 
==Increment==
 
==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

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