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8/4/2019 Human Resource Management in Eresource Erp
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The completeThe completeThe completeThe complete
and integratingand integratingand integratingand integrating
ManagementManagementManagementManagement
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anual for administanual for administanual for administanual for administ
the Human Resour the Human Resour the Human Resour the Human Resour
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The comple
and integr
© 2010 eresource Infotech Private Limited. A
e manual for administ
ting the Human Resou
Management
Release 2.8
ll rights reserved
ring
rce
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3 © 2010 eresource Infotech Private Limited. All rights reserved
Copyright
© Copyright 2011 ERESOURCE. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purposewithout the express permission of eresource Infotech P. Ltd. The information contained herein may be
changed without prior notice.
Microsoft ® , WINDOWS ® , NT ® , EXCEL ® , Word ® , PowerPoint ® and SQL Server ® are registeredtrademarks of Microsoft Corporation.
HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C ® , World WideWeb Consortium,
eresource, eresource Logo. Eresourceerp.com are trademarks or registered trademarks of eresourceInfotech in India and several other countries all over the world. All other products mentioned aretrademarks or registered trademarks of their respective companies.
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4 © 2010 eresource Infotech Private Limited. All rights reserved
Table of Contents
1 Introduction ............................................................................................................................ 6
1.1 Manpower Recruitment: .................................................................................................. 7
1.2 Training: ............................................................................................................................ 7
1.3 Payroll ............................................................................................................................... 8
2 HR Management ..................................................................................................................... 9
2.1 HR Appraisal ..................................................................................................................... 9
2.1.1 Search/Edit Appraisal Information: ........................................................................ 21
2.2 Shift Master .................................................................................................................... 22
2.3 Holiday Master ............................................................................................................... 26
2.4 Leave Year ...................................................................................................................... 29
2.5 Leave Master .................................................................................................................. 33
2.6 Weekly Off ...................................................................................................................... 37
2.7 Daily Attendance ............................................................................................................ 39
2.8 Change Shift ................................................................................................................... 41
2.9 Leave Application ........................................................................................................... 45 2.10 Leave Approval/Rejection .......................................................................................... 50
3 Rules ...................................................................................................................................... 59
3.1 Professional Tax ............................................................................................................. 59
3.2 Provident Fund ............................................................................................................... 63
3.3 Labour Welfare Fund ...................................................................................................... 65
3.4 Bonus .............................................................................................................................. 68
3.5 Attendance Management .............................................................................................. 70
3.6 Over Time ....................................................................................................................... 72
4 Payroll ................................................................................................................................... 75
4.1 Grade Master ................................................................................................................. 76
4.2 Employee Master ........................................................................................................... 80
4.3 Payroll ............................................................................................................................. 94
4.4 Loan Management ....................................................................................................... 100
4.4.1 Loan Request Entry ............................................................................................... 100
4.4.2 Loan Approval ....................................................................................................... 106
4.4.3 Loan Management ................................................................................................ 107
4.4.4 Forward Instalment............................................................................................... 113
4.4.5 Additional Amount Provision ................................................................................ 115
4.5 Advance ........................................................................................................................ 117
5 Recruitment ........................................................................................................................ 121
5.1 Resume Posting ............................................................................................................ 121 5.2 Resume Evaluation ....................................................................................................... 129
5.3 Compare resume .......................................................................................................... 133
5.4 Manpower .................................................................................................................... 135
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5 © 2010 eresource Infotech Private Limited. All rights reserved
6 Training ............................................................................................................................... 140
6.1 Training Master ............................................................................................................ 140
6.2 Training Plan Schedule ................................................................................................. 142
6.3 Training Request/Suggest ............................................................................................ 145
6.4 Training Assign ............................................................................................................. 152
6.5 Training Attendance ..................................................................................................... 159 7 Bridging ............................................................................................................................... 167
7.1 Import Data .................................................................................................................. 168
7.2 Import Work Days ........................................................................................................ 170
7.3 Salary Configuration ..................................................................................................... 172
8 Reports ................................................................................................................................ 177
8.1 Loan Statement ............................................................................................................ 177
8.2 Advance Statement: ..................................................................................................... 180
8.3 PT Statement: ............................................................................................................... 183
8.4 PT Summary Statement................................................................................................ 186
8.5 PF Statement ................................................................................................................ 189
8.6 ESIC Statement ............................................................................................................. 192
8.7 LWF Statement ............................................................................................................. 195
8.8 Leave Record ................................................................................................................ 198
8.9 Salary Statement .......................................................................................................... 202
8.10 Salary Slip .................................................................................................................. 204
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6 © 2010 eresource Infotech Private Limited. All rights reserved
1 INTRODUCTION
Human resources is a term used to describe the individuals who comprise the workforce of an
organization. Human resources is also the name of the function within an organization
concerned with the overall responsibility for implementing strategies and policies relating to
the management of individuals. This function title is often abbreviated to the initials 'HR'.
In any organization, it is important to determine both current and future organizational
requirements for both core employees and the contingent workforce in terms of their
skills/technical abilities, competencies, flexibility etc. The analysis requires consideration of the
internal and external factors that can have an effect on the resourcing, development,
motivation and retention of employees and other workers.
External factors are those which are largely not under the control of the organization. These
include issues such as economic climate and current and future labor market trends (e.g. skills,
education level, government investment into industries etc.). On the other hand, internal
influences are broadly controlled by the organization to predict, determine, and monitor, the
organizational culture.
Any organization has a structure, a hierarchy, and an order to it. This structure consists of the
various departments in the organization and each and every department serves a specific
function. These departments combined together aid in the organization as a whole to function
in a smooth and efficient manner.
Now, the different departments vary from one organization to another, but there are
departments which are common to most organizations, and these are as follows:
1.) Manufacturing Department
2.) Sales and marketing Department
3.) Finance Department
4.) HR Department
The HR department is the backbone of the entire organization because it is the department
which is responsible for maintaining and keeping a record of all the information about the
various employees who are a part of the company set-up. This can range from a Clerk who is at
the lowest level in the hierarchy, to the Chief Executive officer (CEO) who is located at the top
of the organizational chain.
The HR department is thus responsible for the welfare of the employees and keeping a record
of the same.
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The HR module has the followin
It is divided into 3 major parts, e
1.1 Manpower Recruit
Manpower recruitment is pred
anything related to evaluating
particular post, hiring new empl
1.2 Training:
Once the Employees have been
in the domain in which they hav
© 2010 eresource Infotech Private Limited. A
Workflow:
ach part having its own purpose and function:
ent:
minantly concerned with man management.
and short-listing the resumes of potential
yees, issuing appointment letters to the candi
absorbed into the organization, they are subj
e to work. This is primarily done so that all th
ll rights reserved
This can include
andidates for a
dates, etc.
ected to training
employees who
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8 © 2010 eresource Infotech Private Limited. All rights reserved
start working are at the same level knowledge-wise, and there is no discrepancy between one
person who may be better knowledgeable than the other. Also, the training does not have to
be imparted to new joinees alone, it can also be used to upgrade the existing knowledge of
employees who are already working for quite some time, and who have to upgrade themselves
and learn new skills. Training request, Training Attendees, Training Evaluation can all be
captured and monitored in eresource.
1.3 Payroll
The Payroll section is completely devoted to the financial remuneration which each employee
receives at the end of each month. It involves the attendance record of the employee, his salary
structure, anything concerned with employee loans, etc.
Thus, as we can see, the HR module is totally employee centric and has been devised so that
there is a feeling of complete satisfaction amongst each and every employee, and at the end of
the day he feels that his needs are being taken care of, and thus delivers his maximum outputto the welfare of the organization as a whole.
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9 © 2010 eresource Infotech Private Limited. All rights reserved
2 HR MANAGEMENT
An organization's Human Resource (HR) management strategy should maximize return on
investment in the organization's human capital and minimize financial risk. Human Resources
seeks to achieve this by aligning the supply of skilled and qualified individuals and the
capabilities of the current workforce, with the organization's ongoing and future business plansand requirements to maximize the return on investment and secure future survival and success.
In ensuring such objectives are achieved, the human resource function purpose in this context
is to implement the organization’s human resource requirements effectively.
2.1 HR Appraisal
Any employee who works for his parent company is scrutinized on daily basis. His performance
at work, his behavior with his colleagues, his demeanor as a whole, his commitment to the job
at hand, etc, are all carefully monitored. This is the main factor which is instrumental in
deciding whether the employee is favored for an appraisal or not, after a certain time period.An appraisal is basically an increase in the annual salary of an employee depending on all the
factors taken above. Different companies have different time periods for conducting appraisals,
some do it every 6 months while others do it on an annual basis. Also, the amount by which the
salary is raised also varies according to the company rules and regulations.
Add:
To access the HR Appraisal form, do the following:
i.) Select the “HR Management” icon on the top left corner of the screen
ii.) Select the “HR Appraisal” icon, and then the “Add” icon (Refer to HR Module Image
1.00)
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A form is displayed which detail
Module Image 1.00)
Enter the personal particular de
cancel the information entered,
A second form is displayed w
employee (Refer to HR Module
New Row” icon at the top left-
Module Image 1.01)
© 2010 eresource Infotech Private Limited. A
the “Personal Particulars” of the employee.(R
HR Module Image 1.00
ails of the employee and then click the “Save”
click the “Cancel” button.
ich delves further into the “Performance S
Image 1.01). To add a new row to the table,
hand corner of the Performance Standards ta
ll rights reserved
fer to HR
button. To
andards” of the
lick on the “Add
ble (Refer to HR
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Enter the details and click the “S
“Cancel” button.
A form is displayed which essen
Performance”. To add a new ro
hand corner of the Factors table
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.01
ave” button. To cancel the information entere
ially details any “Factors That Have Helped An
to the table, click on the “Add New Row” icon
(Refer to HR Module Image 1.01).
ll rights reserved
, click the
/Or Hindered
at the top left-
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Enter the details and click the “S
“Cancel” button.
A form detailing an “Assessmen
the table, click on the “Add New
Module Image 1.03).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.02
ave” button. To cancel the information entere
Of The Past Performance” is displayed. To add
Row” icon at the top left-hand corner of the ta
ll rights reserved
, click the
a new row to
ble (Refer to HR
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Enter the details and click the “S
“Cancel” button.
A form is displayed which give
new row to the table, click on t
(Refer to HR Module Image 1.04
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.03
ave” button. To cancel the information entere
the details about the “Aptitude Of The Emp
e “Add New Row” icon at the top left-hand co
).
ll rights reserved
, click the
loyee”. To add a
rner of the table
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Click the “Save” button. To canc
A form is displayed which detai
employee on par with the curre
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.04
l the information entered, click the “Cancel” b
ls any training which may be have to be impa
t requirement standard (Refer to HR Module I
ll rights reserved
utton.
rted to bring the
age 1.05).
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Click the “Save” button. To canc
A form detailing the employee’
to HR Module Image 1.06).
© 2010 eresource Infotech Private Limited. A
.
HR Module Image 1.05
l the information entered, click the “Cancel” b
“Performance & Appraisal Interview” will be
ll rights reserved
utton.
displayed (Refer
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Personnel Particulars Details Fi
General Details:
Period
Employee Name
Department/Division/Location
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.06
lds Table:
ACTION
<<Drop Down, To be selected
using Date Selector >>
<<Drop Down, To be selected
from Employee Master,Mandatory Field >>
<<Free Text, Read Only>> Depends on
ll rights reserved the Employee
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17 © 2010 eresource Infotech Private Limited. All rights reserved
Name selected
Employee Number <<Alphanumeric, Read Only
>>
Depends on the Employee
Name selected
Present Grade <<Free Text, Editable >>
Present Position <<Free Text, Read Only >> Depends on the Employee
Name selected
Date of Birth <<Numeric, Read Only>> Depends on the Employee
Name selected
Date of joining the Co. <<Numeric, Read Only>> Depends on the Employee
Name selected
Effective Date <<Numeric, Drop Down, To
be selected using DateSelector >>
Prepared By <<Free Text, Read Only >>
Performance Standard Details:
Priority <<Free Text, Editable>>
Key Areas <<Free Text, Editable>>
Performance Standards <<Free Text, Editable>>
Appraisee’s Name and Date <<Numeric, Drop Down, To
be selected using Date
Selector >>
Appraiser’s Name and Date <<Numeric, Drop Down, To
be selected using Date
Selector >>
Prepared By <<Free Text, Read Only>>
Factors that have
helped/hindered performance
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18 © 2010 eresource Infotech Private Limited. All rights reserved
Status <<Drop Down, To be selected
using Date Selector >>
External View <<Free Text, Editable>>
Internal View <<Free Text, Editable>>
Assessment of past
performance
Appraisee’s Comments <<Free Text, Editable>>
Appraiser’s Comments <<Free Text, Editable>>
Prepared By <<Free Text, Read Only>>
Appraisee’s Views
Appraisee’s likes and dislikes <<Free Text, Editable>>
Appraiser’s Comments <<Free Text, Editable>>
Prepared By <<Free Text, Read Only>>
Functional Area, Skill-
Technique, Engineering
<<Check Box>>
Prepared By <<Free Text, Read Only>>
Performance & Appraisal
Interview:
Overall rating <<Check Box>>
Personal Qualities/Potential <<Free Text, Editable>>
Other Details:
Date of Interview <<Numeric, To be selected
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19 © 2010 eresource Infotech Private Limited. All rights reserved
using Date Selector,
Mandatory Field>>
Remarks <<Free Text, Editable>>
Appraisee’s name and date <<Free Text, Numeric, To beselected using Date Selector,
Mandatory Field>>
Appraiser’s name and date <<Drop Down to be selected
from User List, Numeric, To
be selected using Date
Selector, Mandatory Field>>
Comments by Appraiser’s Boss <<Free Text, Editable>>
Prepared By << Free Text, Read Only>>
After entering the requisite information, and checking the appropriate check-boxes, Click the
“Save” button to save the information or the “Cancel” button in case any of the information
entered has to be reset (Refer to HR Module Image 1.06).
Detailed and relevant information about the employee is gathered. The employee name, his
performance standard, the appraiser’s name and his details, the factors which have helped or
hindered the employee’s performance at work, the employee’s past performance record, theemployee’s opinions of the work environment, the employee’s role in different work
environments, the employee’s performance during the appraisal interview, the employee’s
personal qualities, and finally, the opinion of the employee’s immediate superior.
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All of the information gathered
impact over his appraisal (Refer
The Employee appraisal details
information has been incorrectl
in the form will be reset (Refer t
In case any change has to be
information entered in the for
change has been made, click th
click the “Cancel” button (Refer
To delete the particular employ
1.07).
© 2010 eresource Infotech Private Limited. A
bove is used in the analysis of the employee a
to HR Module Image 1.07).
will be added to the HR Appraisal file. In c
entered, click on the “Cancel” button. All info
o HR Module Image 1.07).
made to a certain field without having t
, click the “Edit” button present in that field
e “Save” button. In case the change made has
to HR Module Image 1.07).
e details, click the “Delete” button (Refer to
HR Module Image 1.07
ll rights reserved
d has an overall
se, some of the
rmation entered
o cancel all the
detail. Once the
to be cancelled,
R Module Image
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2.1.1 Search/Edit Appraisa
Appraisal details of employee c
the “Search/Edit” icon. The sear
Present Grade Code Wise:
The search is done using the cur
Grade Code of the employee an
Employee Name Wise:
The search can also be done usi
and click the “Search” button.
© 2010 eresource Infotech Private Limited. A
l Information:
an be directly accessed using the Search/Edit
ch can be done in two ways (Refer to HR modul
HR Module Image 1.08
rent Grade Code of the employee in question.
click the “Search” button.
ng the name of the employee. Enter the name
ll rights reserved
facility. Click on
e Image 1.08).
nter the current
of the Employee
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To view/list all grade records, cli
options.
A list of all the employees as we
given in the list to access all the
To add a new Appraisal Form to
top left-hand corner of the table
2.2 Shift Master
In any organization, there is al
happens a lot in the manufactu
© 2010 eresource Infotech Private Limited. A
ck the “Search” button without entering any d
ll as their current grades is obtained. Click on
details (Refer to HR Module Image 1.09).
HR Module Image 1.09
the existing list, click the “Add New Row” icon l
(Refer to HR Module Image 1.09).
ways the possibility of people working roun
ring and production sector, or even in the BP
ll rights reserved
ta in the search
ny of the names
ocated at the
the clock. This
sector (such as
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Call Centers) where there is no l
there are also given time-period
known as “Shifts” and they are
who works in the morning for
followed by the night, the follo
others have three shifts.The Shift Master gives the detail
other details such as lunch-time,
Add:
To access the Shift Master form:
i.) Select the “HR Mana
ii.) Select the “Shift Mas
© 2010 eresource Infotech Private Limited. A
let-up in the production. Thus, the employees
s at which they have to report for work. These
ot constant but keep rotating from time to ti
one month will thus work in the afternoons
ing month. Also, some companies have only
s about a particular shift, such as in-time and o
etc.
gement” icon on the top of the screen
er” icon, and then the “Add” icon
HR Module Image 1.10
ll rights reserved
ho are working
time-periods are
e. An employee
the next month,
two shifts while
ut-time, and any
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Shift Master Details Fields Table:
ACTION
General Details:
Name of Shift <<Free text, Editable,Mandatory Field>>
In Time <<Numeric, Drop Down to be
selected from Fixed List,
Mandatory Field>>
Out time <<Numeric, Drop Down to be
selected from Fixed List ,
Mandatory Field>>
Other Details:
Lunch Time <<Numeric, Drop Down to be
selected from Fixed List,
Mandatory Field>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the
particular shift have been entered, click the “Save” button. The Shift Details are saved in the
Shift Master file. To cancel any detail entered, click the “Cancel” button. The information
entered is reset (Refer to HR Module Image 1.10).
Search/Edit:
In case the shift details are already present in the Shift Master file, then the details can be
directly accessed using the Search/Edit facility. Click on the “Search/Edit” icon. The shift details
are displayed. Click on any one of the shifts displayed to access its details (Refer to HR Module
Image 1.11).
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Once the modifications are do
remove the shift details, click t
“Cancel” button (Refer to HR M
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.11
ne on the time slots, click the “Save” butto
he “Delete” button, and to cancel the data e
dule Image 1.12).
ll rights reserved
. To completely
ntered, click the
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2.3 Holiday Master
The Holiday Master file stores
relevant to the company. A poin
firm, and it is not the same for a
“Parsi New Year”, for which the
will be functioning during this
holiday. The “From Date” and “
HR Module Image 1.13).
Add:
To access the Holiday Master fo
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.12
all the details pertaining to any holidays
t to be noted here is that the list of holidays va
ll. E.g. Companies which have a Parsi backgrou
employees will be given a holiday. Non-Parsi o
day. The Holiday Master gives the details a
o Date” are the dates for the holiday has bee
m:
ll rights reserved
hich have been
ries from firm to
nd will celebrate
wned companies
out a particular
n given (Refer to
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i.) Select the “HR Mana
ii.) Select the “Holiday
Holiday Master Details Fields T
Holiday Master:
Description
From
To
© 2010 eresource Infotech Private Limited. A
gement” icon on the top of the screen
aster” icon, and then the “Add” icon
HR Module Image 1.13
ble:
ACTION
<<Free text, Editable,
Mandatory Field>>
<<Numeric, To be selected
using Date Selector,
Mandatory Field>>
<<Numeric, To be selected
using Date Selector,
Mandatory Field>>
ll rights reserved
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Fill in all the details in the for
particular holiday have been en
the Holiday Master file.
To cancel any detail entered, cli
To delete a particular holiday, cl
Search/Edit:
In case the holiday details are
directly accessed by using the S
list is displayed. To add a new
icon at the top left-hand corner
Click on any one of the holida
1.14).
To make any updates to the Holi
“Update” button.
© 2010 eresource Infotech Private Limited. A
including all the Mandatory fields. Once t
tered, click the “Save” button. The Holiday De
k the “Cancel” button The information entere
ick the “Delete” button (Refer to HR Module I
already present in the Holiday Master file, i
earch/Edit facility. Click on the “Search/Edit” i
ow to the Holiday Master table, click on the
of the list (Refer to HR Module Image 1.14).
s displayed to access the details (Refer to H
HR Module Image 1.14
day details given, make the modifications and
ll rights reserved
e details of the
tails are saved in
is reset.
age 1.13).
s details can be
con. The holiday
“Add New Row”
R Module Image
hen click the
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To cancel any updates done, clic
To delete the Holiday given alto
1.15).
2.4 Leave Year
The Leave Year Master file st
particular year. The details in t
year when the leave was take
whether the leave that has beebe done the following month.
leave as there is a reduction in s
© 2010 eresource Infotech Private Limited. A
k the “Cancel” button
ether, click the “Delete” button (Refer to HR
HR Module Image 1.15
res all the details of the leave taken by a
e Leave Year Master file may range from the
n, the end date of the year when the leave
taken is to be considered in the salary calcularom this, we can deduce that the leave is ba
alary for the leave taken.
ll rights reserved
odule Image
employee in a
start date of the
was taken, and
ion which wouldsically an unpaid
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Add:
To access the Leave Year Maste
Select the “HR Management” ic
Select the “Leave Year Master” i
Leave Year Details Fields Table:
Leave Summary:
Start Date of Leave Year
End Date of Leave Year
Whether the current month
© 2010 eresource Infotech Private Limited. A
form:
n on the top of the screen
con, and then the “Add” icon
HR Module Image 1.16
ACTION
<<Numeric, To be selected
using Date Selector,
Mandatory Field>>
<<Numeric, To be selected
using Date Selector,Mandatory Field>>
<<Drop Down box to selected
ll rights reserved
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31 © 2010 eresource Infotech Private Limited. All rights reserved
leaves are to be considered in
the next month’s salary
calculation
from Fixed List,>>
Fill in all the details in the form including all the Mandatory fields. Once the details of theparticular leave year date have been entered, click the “Save” button. The Leave Year Details
are saved in the Leave Year Master file (Refer to HR Module Image 1.16).To cancel any detail
entered, click the “Cancel” button. The information entered will be reset.
E.g. Enter the Start Leave Year date as 1st
April 2010 and the End Leave year date as 31st
March
2011 (Refer to HR Module Image 1.16), and click the “Save” button. To verify, that the Leave
Year has been correctly given, click the ‘Search/Edit” button.
The leave list with the “From Date” and “To Date” for the Leave Year is displayed (Refer to HR
Module Image 1.17). This is confirmation enough that all data has been correctly input.
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32
To add a new row to the Leavecorner of the table (Refer to HR
Search/Edit:
In case the leave details are alr
button. A list of Leave Year Da
(Refer to HR Module Image 1.17
In case any updating is to be do
Leave Year information, and tupdated. To cancel any detail
reset. To delete the record itsel
is deleted (Refer to HR Module I
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.17
ist table, click on the “Add New Row” icon atModule Image 1.17)..
ady present in the Leave Year Master file, clic
es is displayed. Click on any of the dates to
).
e on a particular leave year, click the “Edit” b
en click the “Update” button. The Leave Yentered, click the “Cancel” button. The infor
, click the “Delete” button. The entire informa
mage 1.18).
ll rights reserved
he top left-hand
the Search/Edit
access its details
tton, modify the
r information isation entered is
ion for that year
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33
2.5 Leave Master
The Leave Master file stores all
details in the Leave Master file
leave taken, the maximum leav
(in case of vacation not taken, e
To access the Leave Year Maste
Select the “HR Management” ic
Select the “Leave Master” icon
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.18
the details related to the leaves allowed for a
ay range from the year when the leave was t
that can be allowed, whether the leave can
c).
form:
n on the top of the screen
ll rights reserved
n employee. The
ken, the type of
e Carry Forward
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34
Leave Master Details Fields Tab
Leave Master:
Select Year
Leave Type
Max Days Allow
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.19
le:
ACTION
<<Drop Down to selected
from Leave Year Master,
Mandatory Field>>
<<To be selected from Date
Selector, Mandatory Field>>
<<Free text, Editable,
Mandatory Field>>
ll rights reserved
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35 © 2010 eresource Infotech Private Limited. All rights reserved
Whether Leave can be Carry
Forward
<<Drop Down to selected
from Leave Year Master>>
Other Details:
Carry Forward <<Button>>
<< Click to add the current
leave year to the next year>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the Leave
Master file have been entered, click the “Save” button. The Leave Details are saved in the Leave
Master file (Refer to HR Module Image 1.19).
To cancel any detail entered, click the “Cancel” button. The information entered is reset. Once
the Save button is clicked, a table is displayed with the details (Refer to HR Module Image 1.19).
In case any editing is to be done on the Days Allowed or Leave Type, click the “Edit” button in
the “Control” column, modify the Leave Year information, and then click the “Update” button.
The leave information is updated.
To delete the record for a particular leave type, click the “X” button in the “Control” column.
The entire record for that leave type is removed (Refer to HR Module Image 1.19).
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36
To carry forward a leave to the
effect is displayed. Click on the
carry forward (Refer to HR Mod
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.20
next year, click the “Carry Forward” button. A
“OK” button to continue or the “Cancel” but
le Image 1.20).
ll rights reserved
message to this
on to cancel the
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37
Once all the information has be
is carried forward successfully fr
message is accordingly displaye
2.6 Weekly Off The Weekly off Master form is c
a Full Day or a Half Day, etc. is r
To access the Weekly Off Maste
Select the “HR Manageme
Select the “Weekly Off “ ic
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.21
n successfully entered and saved, the leave m
om the Previous Leave Year to the Current Lea
to this effect (Refer to HR Module Image 1.21
oncerned with the holidays in a week. Whethe
corded in the Weekly Off Master file.
form:
t” icon on the top of the screen
n
ll rights reserved
nagement data
e Year, and a
.
r the day off was
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38
Weekly Off Details Fields Table:
Weekly Off:
Select Row
Week Days
Full/Half Day
Weeks
Check the appropriate week dabeen entered, click the “Save”
Master file (Refer to HR Module
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.22
ACTION
<<Check Box>>
<<Free Text, Auto-
Generated>>
<<Drop Down to be selected
from Fixed List>>
<<Check Box>>
s in the form. Once the days in the Weekly Off button. The Weekly Off details are saved in
Image 1.22).
ll rights reserved
Master file havethe Weekly Off
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39
To cancel any detail entered, c
(Refer to HR Module Image 1.23
2.7 Daily Attendance
The Daily Attendance Master
attendance record. Factors su
reporting for work, the employ
the In Time, etc. are considered.
To access the Daily Attendance
i.) Select the “HR Managem
ii.) Select the “Daily Attenda
© 2010 eresource Infotech Private Limited. A
lick the “Cancel” button. A message is display
).
HR Module Image 1.23
form is used to store the details of an
h as the time zone of the country where
e code, the date at which the employee is re
aster form:
ent” icon on the top of the screen
nce” icon
ll rights reserved
ed to this effect
mployee’s daily
the employee is
orting for work,
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40 © 2010 eresource Infotech Private Limited. All rights reserved
Daily Attendance Details Fields Table:
ACTION
Daily Attendance Details:
STD Time <<Numeric, Drop Down toselected from Shift Master>>
Employee Code <<Alphanumeric, Drop Down
to selected from Employee
Master, Mandatory Field>>
Date <<Numeric, to selected using
Date Selector, Mandatory
Field>>
Time <<Numeric, to selected using
Date Selector, Mandatory
Field>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the Daily
Attendance Master file have been entered, click the “In” or the “Out” button depending on
whether the attendance has to be recorded for “Log In” or for “Log Out” .A message is
displayed to this effect. Click the “Yes” button to confirm the attendance (Refer to HR Module
Image 1.24).
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41
2.8 Change Shift
The Change Shift Master file sto
Details such as to which employ
“End Date” of that particular sh
3rd Shift”, etc. are stored in the
Add:
To access the Change Shift Mast
i.) Select the “HR Managem
ii.) Select the “Change Shift”
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.24
res all information about the change of shift fo
ee the particular shift was assigned to, the “St
ift routine, as well as the Shift List such as “1s
Shift Change Master file.
er form:
ent” icon on the top of the screen
icon
ll rights reserved
r the employees.
rt Date” and the
t Shift, 2nd
Shift,
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42
Shift Details Fields Table:
Change Shift:
Assigned To
Start Date
Finish Date
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.25
ACTION
<<Drop Down to selected
from Shift Master, Mandatory
Field>>
<<Drop Down to selected
using Date Selector>>
<<Drop Down to selected
using Date Selector>>
ll rights reserved
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43 © 2010 eresource Infotech Private Limited. All rights reserved
Shift Details:
Shift List <<Radio Button from Shift
Master>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the Shift
Change Master file have been entered, click the “Save” button. The Shift Change Details are
saved in the Shift Change Master file (Refer to HR Module Image 1.25).
To cancel any detail entered, click the “Cancel” button. The information entered is reset.
E.g. Select the Employee Name as “Vilas More”, select the Shift Start Date as “14-Jun-2010” and
the Shift End Date as “21-Jun-2010”, and check the radio button for “Day Shift”. Click the “Save”button. The Shift Details are inserted for that employee and a message is displayed to this
effect (Refer to HR Module Image 1.26).
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Search/Edit:
In case the shift details are alre
be directly accessed by using th
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.26
dy present in the Change Shift Master file, the
Search/Edit facility.
ll rights reserved
n the details can
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45
Click on the name given in the t
in Shift, click on the “Add New
Module Image 1.27).
2.9 Leave Application
In case any urgent work has c
arbitrarily at the drop of a hat.
employee accesses any privilege
being one of them. Unless the e
other genuine reason for whic
employee has to apply for leav
advance to the HR Departmentthe Leave End Date.
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.27
able to access the Change Shift details. To add
ow” icon at the top left-hand corner of the t
me up and the employee has to take leave,
In any organization, there is a certain proced
or facility that the organization provides, the
ployee has been stricken with fever, there is
he is not in a position to give a prior leav
via the official channel This Leave Applicatio
detailing the reason for taking leave, the Leav
ll rights reserved
any new Change
ble (Refer to HR
he cannot leave
ure by which an
equest for Leave
casualty, or any
intimation, the
is submitted in
e Start Date and
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46
Add:
To access the Leave Application
i.) Select the “HR Managem
ii.) Select the “Change Shift”
© 2010 eresource Infotech Private Limited. A
Master form:
ent” icon on the top of the screen
icon and then the “Add” icon
HR Module Image 1.28
ll rights reserved
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47 © 2010 eresource Infotech Private Limited. All rights reserved
Leave Application Details Fields Table:
ACTION
Leave Application:
General Details:
LA/OD No. <<Free text, Editable>>
LA/OD Date <<Numeric, To be selected
using Date Selector,
Mandatory Field>>
Employee <<Drop Down to be selected
from Employee Master,
Mandatory Field>>
Department <<Auto-generated, Read Only,
Mandatory Field>>
Generated automatically
depending on the Employee
chosen
Designation <<Free Text, Editable>>
Type of Leave <<Drop Down to be selected
from Leave Master,
Mandatory Field>>
From Date <<Numeric, To be selected
using Date Selector,
Mandatory Field>>
To Date <<Numeric, To be selected
using Date Selector,
Mandatory Field>>
Leave/Out Door <<Drop Down to be selected
from Leave Master>>
Reason <<Free Text, Editable>>
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48 © 2010 eresource Infotech Private Limited. All rights reserved
Leave Details:
Leave OD/Name <<Free Text, Auto-
Generated>>
Days Allow <<Numeric, Auto-Generated>>
Leave/OD Taken <<Numeric, Auto-
Generated>>
Balance <<Numeric, Auto-
Generated>>
Fill in all the details in the form including all the Mandatory fields (fields with red asterisks).Once the details of the particular leave have been entered, a table pops up giving all the details
of the leave which has been taken. Click the “Save” button. The Leave Application Details are
saved in the Leave Application Master file (Refer to HR Module Image 1.28).
To cancel any detail entered, click the “Cancel” button. The information entered is reset.
Search/Edit:
In case the shift details are already present in the Leave Application Master file, then the details
can be directly accessed by using the Search/Edit facility. The Leave Application Dates can be
searched based on the following criteria (Refer to HR Module Image 1.29).
i.) Leave Application Number Wise:
Each Leave Application is given a number and the application is searched according to
that number.
ii.) Employee Name Wise:
The Leave Application is searched according to the name of the employee.
iii.) Leave Application Date Wise:
The search can be done using the date when the leave was taken.
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49
After selecting the particular s
Module Image 1.29).
A list of Leave Application Date
Leave Application No, Employe
Image 1.30).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.29
earch criterion, click on the Search/Edit butt
s is displayed which contains all the Leave D
Name, Start Date, To Date, Status, etc (Ref
ll rights reserved
on (Refer to HR
tails such as the
r to HR Module
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50
Click on any of the names in t(Refer to HR Module Image 1.28
To add any new leave applicatio
corner of the table (Refer to HR
2.10Leave Approval/Reje
Once an employee has sent an
HR department evaluates the
reason is valid, as to how many
avail of the leave officially or
company will reimburse the salleave. This is called as Paid Leav
salary for that particular day w
Unpaid Leave or more informall
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.30
he list to view the details of that particular l).
ns to the list, click the “Add New Row” icon at
Module Image 1.30).
tion
pplication for leave, it is forwarded to the HR
grounds on which the employee has taken l
leaves are pending for that employee, and als
not. In case the leave can be availed of of
ry of that employee for that particular day we. In case there is no leave pending for the e
en the employee has taken leave is deducted
, Leave Without Pay.
ll rights reserved
eave application
he top left-hand
or approval. The
eave, and if the
whether he can
icially, then the
en he has takenployee, then the
. This is called as
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51
To access the Leave Approval M
i.) Select the “HR Managem
ii.) Select the “Leave Approv
i.) Pending:
The leave application is still un
Leave Application which has b
select the “Pending Icon”. The
options (Refer to HR Module Im
Employee Name Wise: The sear
Employee Code Wise: The searc
LANo.Wise: The search can be d
© 2010 eresource Infotech Private Limited. A
aster form:
ent” icon on the top of the screen
al” icon
der consideration and is pending approval. T
en pending, follow steps i.) and ii.) as given
ending approval status can be searched based
ge 1.31):
ch is done based upon the name of the employ
h is done based upon the ID number of the em
one on the basis of the LANo (Leave Applicatio
HR Module Image 1.31
ll rights reserved
o search for the
above, and then
upon 3 possible
ee.
loyee.
No).
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52
Once the particular search opti
Wise, or LANo. Wise), and the
HR Module Image 1.31).
To get a list of all the leaves ava
given, simply click on the “SearModule Image 1.32).
Click on any of the names disp
Module Image 1.33).
© 2010 eresource Infotech Private Limited. A
on has been selected (Employee Name wise,
etails have been entered, click on the Search
iled of, without entering any information in th
ch” button. A list of Pending Leaves is displa
HR Module Image 1.32
layed to get the details of that leave applicat
ll rights reserved
Employee Code
button (Refer to
e search options
ed (Refer to HR
ion (Refer to HR
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53
To update the details in the lea
“Save” button.
To delete the entire leave applic
To cancel any information ente
Image 1.33).
ii.) Approved:
Once the Leave Application has
avail of the leave requested. As
application, the same procedurapplication as well.
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.33
e application, make the appropriate changes a
ation, click the “Delete” button.
ed in the form, click the “Cancel” button (Ref
been approved of by the persons concerned, t
has been mentioned before while searching a
has to be followed while searching for an “
ll rights reserved
nd then click the
er to HR Module
e employee can
“Pending Leave”
pproved Leave”
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54
To search for the status of all th
without selecting any option (R
click the “Cancel” button.
A list of the Approved Leave A
employee name, the applicatio
of days for leave, etc (Refer to H
© 2010 eresource Infotech Private Limited. A
approved leave applications, click the “Searc
efer to HR Module Image 1.34). To cancel the
HR Module Image 1.34plications is displayed detailing the Leave Ap
date, the “From Date” and “To Date”, the le
R Module Image 1.35).
ll rights reserved
” button directly
details entered,
plication No, the
ve type, the no.
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55
Click on the particular leave app
1.36).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.35
lication in the table to get its details (Refer to
ll rights reserved
R Module Image
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56
iii.) Rejected:
The Leave Application has be
requested. As has been mentio
same procedure has to be foll
well.
To search for all the rejected l
option (Refer to HR Module Ima
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.36
en rejected, and the employee cannot av
ed before while searching a “Rejected Leave”
wed while searching for an “Approved Leav
aves, click the “Search” button directly with
ge 1.37).
ll rights reserved
il of the leave
application, the
” application as
ut selecting any
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57
To cancel the details entered, cli
A list of Leave Applications is d
names displayed to get the deta
© 2010 eresource Infotech Private Limited. A
ck the “Cancel” button.
HR Module Image 1.37
isplayed (Refer to HR Module Image 1.38).Cli
ils of that leave application.
ll rights reserved
k on any of the
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58
To reject any Leave Application,
1.36).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.38
click the check box next to “Reject” (Refer to
ll rights reserved
R Module Image
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59 © 2010 eresource Infotech Private Limited. All rights reserved
3 RULES
People go to work, start a business, or enter into a partnership with only objective in mind. At
the end of the day, they want to get paid a salary. In a capital driven market, money is the one
major reason which makes a person do what he does. Now, according to their position in the
hierarchical chain in an organization, an employee is paid his salary accordingly. As we all know,apart from a manual laborer who is paid by the hour for the work he does, an average
employee gets to take home his salary at the end of the month. However, before this salary is
given to him, it is subjected to various deductions and additions in the form of taxes, provident
fund, bonus, etc. These additions and deductions too are based upon the position, grade and
salary structure of the employee and vary accordingly. The tax slabs, etc. are not the same, but
vary according to the different states in a particular country.
All income received as salary under Employer-Employee relationship is taxed. Employers must
withhold tax compulsorily, if income exceeds minimum exemption limit, as Tax Deducted at
Source (TDS), and provide their employees with a Form 16, which shows the tax deductions andnet paid income. In addition, the Form 16 will contain any other deductions provided from
salary such as Medical Reimbursement, Conveyance allowance, Professional taxes, House rent
allowance, etc. The income from salary is net of all the above deductions.
3.1 Professional Tax
Professional Tax Rule Master:
Professional tax or employment tax is a state-based tax. It is allowed as a deduction from the
gross income before computing the tax. Accordingly, there is a legislative charge for allowing
the credit for professional tax from the direct tax payable by the employee, The Professional
Tax Rule master file stores all the information as to the salary slab on which the Professional
Tax should be calculated, the State where this is going to be imposed (in this case, it would be
the state where the employee is working), and the time period for which this tax would be
valid.
To access the Professional Tax Rule Master form:
i.) Select the “Rules” icon on the top of the screen
ii.) Select the “Professional Tax Rule” icon
A state-wise list of Professional Leaves is displayed (Refer to HR Module Image 1.39).
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60
Click on any of the state name
that state (Refer to HR Module I
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.39
in the list displayed to access the profession
mage 1.40).
ll rights reserved
al tax details for
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Professional Tax Details Fields T
General Details:
State Name
From Date
To Date
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.40
able:
ACTION
<<Drop Down to be selected
from State Master ,
Mandatory Field >>
<<Numeric, To be selected
using Date Selector,Mandatory Field>>
<<Numeric, To be selected
ll rights reserved
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62 © 2010 eresource Infotech Private Limited. All rights reserved
using Date Selector,
Mandatory Field>>
Professional Tax Details
Fields Table:
From <<Numeric, Editable>>
To <<Numeric, Editable>>
Amount <<Numeric, Editable>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the
Professional Tax Rule Master file have been entered, click the “Save” button. The Professional
Tax Details are saved in the Professional Tax Rule Master file.
To cancel the details entered, click the “Cancel” button. The information entered is reset (Refer
to HR Module Image 1.40).
To remove any record entered in the Professional Tax table, click the “X” button. A message is
displayed to this effect (Refer to HR Module Image 1.41).
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63
3.2 Provident Fund
Provident Fund (PF) Rule Maste
Provident Fund is the fund whic
the time he has worked along
percentage of his salary, and i
originally set up in a bid to pr
often, people find that the gold
and dependency on relatives or
individual with dignity and securTo access the Provident Fund Ru
i.) Select the “Rules” icon o
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.41
r:
h is composed of the contributions made the
ith an equal contribution by his employers. It
returned to him on his retirement. The pro
ovide monetary security to employees when
en years of their life are years marked by fina
children. The provident fund is designed to pr
ity.le Master form:
the top of the screen
ll rights reserved
employee during
is calculated as a
vident fund was
they retire. Too
ncial inadequacy
vide the retiring
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64
ii.) Select the “Provident Fu
PF Rules Details Fields Table:
PF Rule Details:
PF Establishment Code No
PF Account Group No
PF Limit(Salary limit applicable
© 2010 eresource Infotech Private Limited. A
d (P.F) Rule” icon
HR Module Image 1.42
ACTION
<<Alphanumeric, Editable,
Mandatory Field>>
<<Alphanumeric, Editable,
Mandatory Field>>
<<Numeric, Editable,
ll rights reserved
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65 © 2010 eresource Infotech Private Limited. All rights reserved
for PF) Mandatory Field>>
Employees Contribution <<Numeric, Editable,
Mandatory Field>>
Employer Contribution <<Numeric, Editable,Mandatory Field>>
Pension Fund Contribution <<Numeric, Editable,
Mandatory Field>>
Whether ESIC Applicable <<Drop Down to be selected
from Fixed List , Mandatory
Field>>
Salary limit of ESIC <<Numeric, Editable,Mandatory Field>>
ESIC Percentage <<Numeric, Editable,
Mandatory Field>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the
Provident Fund Rule Master file have been entered, click the “Save” button. The Provident Fund
Details are saved in the Provident Fund Rule Master file (Refer to HR Module Image 1.42).
To cancel the details entered, click the “Cancel” button.
3.3 Labour Welfare Fund
L.W.F. Rule Master:
Labor welfare refers to all the facilities provided to labor in order to improve their working
conditions, provide social security and raise their standard of living. Majority of labor force in
India is working in unorganized sector. In order to provide social security to such workers,
Government has introduced Labor Welfare Fund to ensure assistance to unorganized labors.
Five different welfare funds, which are governed by different legislations, are administered by
Ministry of Labor.
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The L.W.F Master File stores all
and the corresponding contribu
make.
To access the Provident Fund Ru
i.) Select the “Rules” icon o
ii.) Select the “Labor Welfar
© 2010 eresource Infotech Private Limited. A
the details pertaining to the salaries that the
ion towards the Labor Welfare Fund that the
le Master form:
the top of the screen
Fund Rule” icon
HR Module Image 1.43
ll rights reserved
employees draw
mployee should
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Labor Welfare Fund Details Fields Table:
ACTION
LWF Rule:
Labor Welfare Fund:
Salary Limitation <<Numeric, Editable,
Mandatory Field>>
Salary lesser than or equal to
Rs. 3000 per annum
Employee’s Contribution
<<Numeric, Editable,
Mandatory Field>>
Employer’s Contribution
<<Numeric, Editable,
Mandatory Field>>
Salary greater than Rs. 3000
per annum
Employee’s Contribution
<<Numeric, Editable,
Mandatory Field>>
Employer’s Contribution <<Numeric, Editable,
Mandatory Field>>
Frequency <<Drop Down to be selected
from Fixed List>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the Labor
Welfare Fund Rule Master file have been entered, click the “Save” button. The Labor Welfare
Fund Details are saved in the Labor Welfare Fund Rule Master file (Refer to HR Module Image
1.43).
To cancel the details entered, click the “Cancel” button.
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68 © 2010 eresource Infotech Private Limited. All rights reserved
3.4 Bonus
Bonus is defined as an extra amount in money, bonds, or goods over what is normally due. The
term is applied especially to payments to employees either for production in excess of the
normal (wage incentive) or as a share of surplus profits. The wage incentive was designed so as
not only to increase production but to reward workers who were skillful and more energetic.
The hourly or weekly wage was to be figured as payment for a standard rate of work, and the
workers who exceeded that standard were to receive a bonus. This standards-based system is
used for evaluating employees and setting salaries by many employers.
In addition to motivating the rewarded behavior, standards-based methods can provide a level
of standardization in employee evaluations, which can reduce fears of favoritism and make the
employer's expectations clear. Employees would be secure in knowing that their performance
was evaluated objectively according to the standard of their work instead of the whims of a
supervisor, or against an ever-climbing average of their group.
Bonus Rule Master:
The Bonus Rule master form stores such details such as the percentage of bonus to be
Declared, the Salary Head, etc. The check boxes present in the “Control” helps to determine as
to what perks are supposed to be added to the Bonus being given to the employee.
To access the Bonus Rule Master form:
i.) Select the “Rules” icon on the top of the screen
ii.) Select the “Bonus Rule” Master icon
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Bonus Details Fields Table:
Bonus Rule:
General Details:
Percentage of Bonus
Salary Head
Other Details Fields Table:
Bonus Date
Maximum Amount of Bonus
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.45
ACTION
<<Numeric, Editable,
Mandatory>>
<<Check Box>>
<<Numeric, To be selected
using Date Selector,
Mandatory Field>>
<<Numeric, Editable,
ll rights reserved
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70 © 2010 eresource Infotech Private Limited. All rights reserved
Mandatory Field>>
Bonus Applicability <<Radio Button>> Yes/No option to be selected
Click the appropriate boxes and fill in the details in the form, including all the Mandatory fields.
Once the details in the form have been entered, click the “Save” button. The Bonus Details aresaved in the Bonus Rule Master file (Refer to HR Module Image 1.45).
To cancel the details entered, click the “Cancel” button.
3.5 Attendance Management
Attendance Management:
Any employee in organization is allowed a maximum number of chances as to how late he can
come to work. Most firms have a maximum late-coming record of 3 times, following which foreach extra late attendance, the employee may be penalized in accordance to the rules and
regulations of the organization. Also, in the case of a late attendance, a buffer time is usually
allowed within which if the employee arrives to work, then he is not marked late, in case he
exceeds the buffer time, he is marked late for work. The same applies to early departure as
well, as the employee is usually allotted a fixed number of times where he can avail of the early
departure facility, following which he may be given the salary only for half the day.
The Attendance Management essentially stores any details pertaining to the attendance of an
employee. It stores details such as maximum late arrival or early departure for work, buffer
time for late attendance (in minutes), maximum no. of late days allowed, etc.
To access the Attendance Management form:
i.) Select the “Rules” icon on the top of the screen
ii.) Select the “Attendance Management” icon
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Attendance Management Detai
Attendance Details:
General Details:
Time Limit (Late Arrival or
Early Departure) in one day
Buffer for Short/Late
attendance
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.44
ls Fields Table:
ACTION
<<Drop Down to be selected
from Fixed List, Mandatory
Field>>
<<Numeric, Editable,
Mandatory Field>>
ll rights reserved
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72 © 2010 eresource Infotech Private Limited. All rights reserved
Maximum No. of days in a
month
<<Numeric, Editable,
Mandatory Field>>
Half day consideration if
latecoming exceeds maximumlimit allotted
<<Drop Down to be selected
from Fixed List, Mandatory
Field>>
Salary Calculation <<Drop Down to be selected
from Fixed List, Mandatory
Field>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the
Attendance Management file have been entered, click the “Save” button. The Attendance
Management details are saved in the Attendance Management Master file (Refer to HR ModuleImage 1.44).
To cancel the details entered, click the “Cancel” button.
3.6 Over Time
Overtime (OT) Rule Master:
Overtime is the amount of time someone works beyond normal working hours.
Most nations have overtime laws designed to dissuade or prevent employers from forcing their
employees to work excessively long hours. These laws may take into account considerations
other than humanitarian, such as increasing the overall level of employment in the economy.
One common approach to regulating overtime is to require employers to pay workers at a
higher hourly rate for overtime work. Companies may choose to pay workers higher overtime
pay even if not obliged to do so by law, particularly if they believe that they face a backward
bending supply curve of labor.
Overtime pay rates can cause workers to work longer hours than they would at a flat hourly
rate. Overtime laws, attitudes toward overtime and hours of work vary greatly from country tocountry and between different economic sectors.
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The Overtime (OT) Rule Maste
Overtime rule has to be enforc
the minimum time to consider b
overtime salary, etc.
To access the Overtime (OT) Rul
i.) Select the “Rules” ico
ii.) Select the “Overtime
© 2010 eresource Infotech Private Limited. A
r file stores all the details pertaining to the
d, the maximum amount of overtime permis
efore billing it as overtime, whether there is a
e form:
n on the top of the screen
(OT) Rule” icon
HR Module Image 1.46
ll rights reserved
Date when the
ible in a month,
ixed or a flexible
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74 © 2010 eresource Infotech Private Limited. All rights reserved
Overtime (OT) Rule Details Fields Table:
ACTION
Overtime Rule Details:
Overtime Implementation
Date
<<Numeric, To be selected
using Date Selector,
Mandatory Field>>
Maximum Overtime per
month
<<Numeric, Editable,
Mandatory Field>>
Minimum time to be
considered for Overtime
<<Numeric, Editable,
Mandatory Field>>
Extra Hours to be consideredto calculate Overtime
<<Numeric, Editable,Mandatory Field>>
Amount for Overtime <<Drop Down to be selected
from Fixed List>
Yes/No option to be selected
Salary for Multiples of
Overtime
<<Numeric, Editable,
Mandatory Field>>
Fill in all the details in the form including all the Mandatory fields. Once the details of the
Overtime Rule Master file have been entered, click the “Save” button. The Overtime Rule
Details are saved in the Overtime Rule Master file (Refer to HR Module Image 1.46).
To cancel the details entered, click the “Cancel” button.
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75 © 2010 eresource Infotech Private Limited. All rights reserved
4 PAYROLL
In a company, payroll is the sum of all financial records of salaries, wages, bonuses and
deductions. In accounting, payroll refers to the amount paid to employees for services
they provided during a certain period of time. Payroll plays a major role in a company
for several reasons. From an accounting point of view, payroll is crucial because payrolland payroll taxes considerably affect the net income of most companies and they are
subject to laws and regulations. From ethics in business viewpoint, the payroll is a
critical department as employees are responsive to payroll errors and irregularities.
Good employee morale requires the payroll to be paid timely and accurately.
The primary mission of the payroll department is to ensure the following:
i.) All employees are paid accurately and in a time, with the correct withholdings and
deductions
ii.) To ensure that the withholdings and deductions are remitted in a timely manner. This
includes salary payments, tax withholdings, and deductions from a paycheck.
Payroll Management:
Human Resource is the most vital resource for any organization. It is responsible for
each and every decision taken, each and every work done and each and every result.
Employees should be managed properly and motivated by providing best remuneration
and compensation as per the industry standards. The lucrative compensation will also
serve the need for attracting and retaining the best employees.
Compensation is the remuneration received by an employee in return for his/her
contribution to the organization. It is an organized practice that involves balancing the
work-employee relation by providing monetary and non-monetary benefits to
employees. Compensation is an integral part of human resource management which
helps in motivating the employees and improving organizational effectiveness.
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76 © 2010 eresource Infotech Private Limited. All rights reserved
4.1 Grade Master
In any Organization, there are a large number of employees working towards the common goal
of making the organization grow, reach, and exceed its full potential. The employees are
however not in the same league or grade, we can say. As any organizational follows a certain
hierarchy, there is always going to be a difference in the levels of the employees working there.
Depending on the position of a particular employee in the hierarchy, he is allotted a certain
grade. Thus, a CEO will be at the very top, i.e. an “A” grade employee, while a trainee or a clerk
will be at the “D” grade in the same hierarchy. Now, according to his grade, as employee will
be paid a certain salary, and the perks or add-ons such as allowances, taxes, overheads, etc. will
also be different.
The Grade Master file stores all the details pertaining to the perks which are to be given or to
be deducted depending on the grade of the employee, at different hierarchical levels of the
organizational hierarchy.
Add:
To access the Grade Master form:
i.) Select the “Payroll” icon on the top of the screen
ii.) Select the “Grade Master” icon and then the “Add” icon
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General Details Fields Table:
General Details:
Grade Name
OT Formula
Salary Details:
Code No.
Salary Head
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.47
ACTION
<<Free Text, Editable,
Mandatory Field>>
<<Free Text, Editable>>
<<Numeric, Auto generated>>
<<Numeric, Editable>>
ll rights reserved
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78 © 2010 eresource Infotech Private Limited. All rights reserved
Amount/Formula <<Numeric, Editable,
Mandatory Field>>
Include <<Check Box>>
Fill in the form details including all the Mandatory Fields (marked by the red
asterisks).Depending on what Salary Heads are to be added or deducted from the Salary, check
or uncheck the boxes present in the “Salary Details” table.
Once the details of the Grades Master file have been entered, click the “Save” button. The
Grade Wise Salary details are saved in the Grade Master file.
To cancel the details entered, click the “Cancel” button (Refer to HR Module Image 1.47).
Search/Edit:
In case the Grade Name details are already present in the Grade Master file, then the details
can be directly accessed by using the Search/Edit facility. Enter the Grade Name and then click
the “Search” button. In case a list of all the Grade Names present has to be obtained, then just
click the “Search” button without entering any name.
To cancel the search, click the “Cancel” button (Refer to HR Module Image 1.48).
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A list of all the Grade Names pr
Image 1.49).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.48
sent in the Grade Master file is displayed (Ref
ll rights reserved
er to HR Module
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Click on any of the Grade Name
1.47).
4.2 Employee Master
In any large organization having
track down the details related
Employee Master file is maintai
the Employees working in the O
an Employee Code and a file is
that particular employee. hisobtain all the data if need be
Employee Code, Company and
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.49
s displayed to access all the details (Refer to H
a huge number of employees, it becomes a hu
to any particular employee. Now, it is for thi
ed. The Employee Master file stores informati
rganization. When an employee joins any com
ade with this code which contains all the relev
emarcation in the employee structure helpsabout that particular employee. The details
Branch Details, Department, Designation, A
ll rights reserved
R Module Image
mongous task to
s reason that an
on relevant to all
pany, he is given
ant details about
to identify andmay include the
pointment and
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81
Resignation Date (in case he is n
Permanent),Family Details, Bank
Add:
To access the Employee Master
i.) Select the “Payroll” icon
ii.) Select the “Employee Ma
A single form is displayed which
Employee Details:
© 2010 eresource Infotech Private Limited. A
o longer n service),Telephone No, Address (bot
Account Details, Salary Details, Qualification e
orm:
on the top of the screen
ster” icon and then the “Add” icon
stores all the details of the employee. These ar
HR Module Image 1.50
ll rights reserved
h temporary and
tc.
e as follows:
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Personal Details:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.50(a)
ll rights reserved
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Bank Account Details:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.50(b)
ll rights reserved
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Salary Details:
Qualificat
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.50(c)
ion Details:
ll rights reserved
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Employee Details Fields Table:
Employee Details:
Employee Code :
Company Employee Code
Employee Name
Alias
Branch
Category
Photo
Department
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.50(d)
ACTION
<<Alphanumeric, Editable>>
<<Numeric, Editable>>
<<Free Text, Editable>>
<<Free Text, Editable>>
<<Free Text, Editable>>
<<Free Text, Editable>>
Employee ph
uploaded
<<Free Text, Editable>>
ll rights reserved
to to be
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86 © 2010 eresource Infotech Private Limited. All rights reserved
Date of Joining <<Numeric, Editable>>
Designation <<Free Text, Editable>>
Probation Period <<Numeric, Editable>>
Local Address <<Free Text, Editable>>
Date of Appointment <<Numeric, Editable>>
Resignation Date <<Numeric, Editable>>
Permanent Address <<Free Text, Editable>>
Leaving Date <<Numeric, Editable>>
Leaving Reason <<Free Text, Editable>>
Phone No. 1 <<Numeric, Editable>>
Phone No. 2 <<Numeric, Editable>>
With Effect from Date <<Numeric, Editable>>
Email Address <<Alphanumeric, Editable>>
Personal Details Fields Table:
ACTION
Personal Details:
Gender <<Free Text, Editable>>
Cast <<Free Text, Editable>>
Date of Birth <<Numeric, Editable>>
Birth Place <<Free Text, Editable>>
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87 © 2010 eresource Infotech Private Limited. All rights reserved
Blood Group <<Free Text, Editable>>
Languages <<Free Text, Editable>>
Marital Status <<Free Text, Editable>>
Anniversary Date <<Numeric, Editable>>
Family Details:
Father's Name <<Free Text, Editable>>
Date of Birth <<Numeric, Editable>>
Mother's Name <<Free Text, Editable>>
Date of Birth <<Numeric, Editable>>
Spouse Name <<Free Text, Editable>>
Date of Birth <<Numeric, Editable>>
Bank Account Details Fields Table:
ACTION
Bank A/c Details:
Bank Name <<Free Text, Editable>>
A/c No <<Numeric, Editable>>
ATM Card No. <<Numeric, Editable>>
Credit Card No. <<Numeric, Editable>>
P. F. No. <<Alphanumeric, Editable>>
E. S. I. C. No. <<Numeric, Editable>>
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88 © 2010 eresource Infotech Private Limited. All rights reserved
Company Name <<Free Text, Editable>>
P. A. No. <<Numeric, Editable>>
Renewal Date <<Numeric, Editable>>
Company Name <<Free Text, Editable>>
Mediclaim No. <<Alphanumeric, Editable>>
Renewal Date <<Numeric, Editable>>
Company Name <<Free Text, Editable>>
Gratuity No. <<Alphanumeric, Editable>>
Renewal Date <<Numeric, Editable>>
Company Name <<Free Text, Editable>>
G.I No. <<Numeric, Editable>>
Renewal Date <<Numeric, Editable>>
Company Name <<Free Text, Editable>>
E.D.L.I No. <<Alphanumeric, Editable>>
Renewal Date <<Numeric, Editable>>
Last Medical Checkup Date <<Numeric, Editable>>
Next Medical Checkup Due
Date
<<Numeric, Editable>>
Employee Salary Details Fields Table:
ACTION
Employee Salary Details:
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89 © 2010 eresource Infotech Private Limited. All rights reserved
PF.A/C No <<Alphanumeric, Editable>>
Grade <<Alphanumeric, Editable>>
Conveyance Rate Per Day <<Numeric, Editable>>
OT Formula <<Free Text, Editable>>
Minimum Wages <<Numeric, Editable>>
Washing Rate Per Day <<Numeric, Editable>>
Education Rate Per Day <<Numeric, Editable>>
Consider attendance for
Salary Calculation
<<Check Box>>
Qualification Details Fields Table:
ACTION
Qualification:
Details <<Free Text, Editable>>
Total Experience <<Numeric, Editable>>
Last Employer:
Name <<Free Text, Editable>>
Address <<Free Text, Editable>>
Phone No <<Numeric, Editable>>
Fill in all the details in the form including the check-boxes if required. Once the details of the
particular employee have been entered, click the “Save” button. The Employee Details are
saved in the Employee Master file (Refer to HR Module Image 1.44).
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To cancel any detail entered; cli
Search/Edit:
The search can be carried out o
Image 1.51):
Employee Code Wise: The searc
Employee Name Wise: The sear
To search for all the employees,
(Refer to HR Module Image 1.51
© 2010 eresource Infotech Private Limited. A
k the “Cancel” button. The information entere
n the basis of three types of Leave Status (Ref
h is done based upon the ID number of the em
ch is done based upon the name of the employ
HR Module Image 1.51
click the “Search” button directly without sel
).
ll rights reserved
is reset.
er to HR Module
loyee.
ee.
cting any option
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To cancel the details entered, cli
A list of all the Employees prese
Image 1.52).
Click on any of the Employee
(Refer to HR Module Image 1.50
To add any new employee to th
table.
There is also an “Edit” button w
is used to make any sort of up
make the appropriate changes,
(Refer to HR Module Image 1.53
© 2010 eresource Infotech Private Limited. A
ck the “Cancel” button.
nt in the Employee Master file is displayed (Ref
HR Module Image 1.52
ames displayed to access all the details abou
).
list, click the “Add New” icon at the top left h
ich has been provided throughout the form. T
ates to the fields present in the form. Click t
and then click the “Save” button to save th
).
ll rights reserved
er to HR Module
t that employee
nd corner of the
his “Edit” button
e “Edit” button,
e changes made
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To delete the employee details
to this effect (Refer to HR Modu
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.53
ltogether, click on the “Delete” button. A mes
le Image 1.54).
ll rights reserved
sage is displayed
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93 © 2010 eresource Infotech Private Limited. A
HR Module Image 1.54
ll rights reserved
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4.3 Payroll
The payroll facility is concerned
the attendance record of the e
taxes in to consideration.
Generate Salary:
The generate salary facility has
given month.
To access the Payroll form:
i.) Select the “HR Managem
ii.) Select the “Payroll” icon
© 2010 eresource Infotech Private Limited. A
with generating the salary at the end of each
ployee, and also taking into account any perks
been provided to generate the salary of the e
ent” icon on the top of the screen
and then the “Generate Salary” icon
ll rights reserved
month based on
, overheads, and
mployee for any
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The salary generation can be car
Month Wise: The salary generat
Employee Name: The name of t
.
Select the appropriate options
“Generate Salary” button (Refer
The list of employees, their sala
and deduction for the month is
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.55
ried out as follows:
ion is done based upon the month.
e person who is generating the salary
or the “Month” and the “Employee Name”, a
to HR Module Image 1.55).
ries, the month and year, leaves taken, as wel
isplayed (Refer to HR Module Image 1.56).
HR Module Image 1.56
ll rights reserved
d then click the
l as total earning
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Click on any of the employee
employee for the month (Refer
the list, click the “Add New” ico
Any sort of modification which
made here (Refer to HR Mod“Recalculate” button, and then
on the “Edit” button. A messa
Module 1.58).
© 2010 eresource Infotech Private Limited. A
names given to get the complete salary br
o HR Module Image 1.57). To add any new em
at the top left-hand corner of the table.
HR Module Image 1.57
may be required to recalculate the employ
le 1.58). Once the modifications have beenclick the “Save” button. To migrate to the pa
e is displayed to this effect, which is as follo
ll rights reserved
akdown of that
ployee payroll to
e salary can be
made, click theroll screen, click
ws (Refer to HR
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The updated details are saved
changes made to the form.
To delete the payroll record of
Image 1.59).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.58
in the Payroll table. Click the “Cancel” butt
that employee, click the “Delete” button (Ref
ll rights reserved
n to cancel any
r to HR Module
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Salary Register:
The Salary register maintains th
in the year.
To access the Payroll form:
i.) Select the “HR Managem
ii.) Select the “Payroll” icon
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.59
e entire records of the Salaries of all employe
ent” icon on the top of the screen
and then the “Salary Register” icon
ll rights reserved
s for all months
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99
To search for the Salary Regist
name of the employee and then
details entered, click the “Canc
simply click the search button1.60).
A list of all the employees, th
earning and deduction for all t
1.61).
© 2010 eresource Infotech Private Limited. A
er of a particular employee for a particular
select the month in question from the month l
el” button. If, in case, no search parameter i
ithout entering any information (Refer to H
HR Module Image 1.60
ir salaries, the month and year, leaves taken
e months of the year is displayed (Refer to H
ll rights reserved
onth, enter the
ist. To cancel the
to be selected,
R Module Image
, as well as total
R Module Image
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100
Click on any of the employee
particular month (Refer to HR M
4.4 Loan Management
4.4.1 Loan Request Entry
Firstly, what is a loan?
A loan is a type of debt
financial assets over tim
In a loan, the borrower
principal, from the lendmoney to the lender a
installments, or partial r
The loan is generally p
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.61
names given to get the complete salary br
odule Image 1.57).
. Like all debt instruments, a loan entails the
, between the lender and the borrower.
initially receives or borrows an amount of m
r, and is obligated to pay back or repay ant a later time. Typically, the money is paid
payments, in an annuity, each installment is t
ovided at a cost, referred to as interest on
ll rights reserved
akdown for the
redistribution of
oney, called the
qual amount of back in regular
e same amount.
the debt, which
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provides an incentive for the lender to engage in the loan. In a legal loan, each of these
obligations and restrictions is enforced by contract, which can also place the borrower
under additional restrictions known as loan covenants. Although this article focuses on
monetary loans, in practice any material object might be lent. Acting as a provider of
loans is one of the principal tasks for financial institutions. For other institutions, issuing
of debt contracts such as bonds is a typical source of funding.
In the case of any organization, the Loan Request facility has been provided so that the
employees in the organization can avail of loans. A loan can be availed of for a host of
reasons, such as loan for a Vehicle, loan for educational purposes, loan for a wedding,
etc. The amount of loan given also depends on what grade the employee is and what
salary he draws. The loan request is given by the employee well in advance and
following approval from the higher authorities, it is further processed by the HR
department. Once the loan has been granted, it is disbursed to the employee. As soon
as the loan has been granted, the loan payment period starts immediately. Every month,
after levying a small charge as interest, an “X” amount of money is withdrawn from the
employee’s salary towards payment of the loan. The loan reimbursement has a definite
time frame and the loan has to be paid off within this time frame.
Add:
To access the Loan Request Master form:
i.) Select the “Payroll” icon on the top of the screen
ii.) Select the “Loan Request” icon and then the “Add” icon
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102
Fill in the form details in
the details of the Loan R
To cancel the details en
1.62)
Loan Request Details Fie
Loan Application:
Loan Request Details:
Loan Requirement ID
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.62
luding all the Mandatory Fields (marked by re
quest file have been entered, click the “Save”
tered, click the “Cancel” button. (Refer to H
lds Table:
ACTION
<<Free Text, AutoGenerated,
Mandatory Field>>
ll rights reserved
asterisks). Once
utton.
Module Image
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103 © 2010 eresource Infotech Private Limited. All rights reserved
Loan Request Date <<Numeric, To be
selected using Date
Selector, Mandatory
Field>>
Employee Name <<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
Employee Code <<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
Department <<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
Designation <<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
Basic Salary <<Numeric, Editable,Mandatory Field>>
Period of Service <<Numeric, Editable>>
Requested Loan
Amount
<<Numeric, Editable>>
Proposed
Disbursement Date
<<Numeric, To be
selected using Date
Selector, MandatoryField>>
Prepared By <<Drop Down to be
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104 © 2010 eresource Infotech Private Limited. All rights reserved
selected from User
List>>
Attach File <<Button>> File to be browsed for
and then selected
Search/Edit:
In case the shift details are already present in the Loan Request file, then the details can
be directly accessed by using the Search/Edit facility. The Loan Request can be searched
based on the following criteria.
i.) Employee Wise:
The Loan Request is searched based on the name of the employeii.) Department Wise:
The Loan Request is searched according to the name of the employee.
iii.) Date Wise:
The search can be done using the time period when the loan was taken.
In case a list of all the Loan Requests has to be obtained, just click the “Search”
button without entering any
information in the “Search” string (Refer to HR Module Image 1.63). To cancelthe search, click the “Cancel” button
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A list of all the
Module Image 1.64).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.63
loans requested by the employees is display
ll rights reserved
ed (Refer to HR
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106
Click on any of the nam
that particular loan appli
To add any new loan re
above the Loan Request
Image 1.64).
4.4.2 Loan Approval
Once the loan has been
by the higher authoriti
different organizational
approval has been o
disbursements of the lowhich interest will be ch
from the monthly salar
retrieved by the organ
© 2010 eresource Infotech Private Limited. A
HR Module Image1.64
s displayed in the loan list to access all the in
cation (Refer to HR Module Image 1.62).
uest to the existing list, click the “Add New”
list at the top left hand corner of the table (Re
sanctioned by the HR Department, it is submi
s in the organization. This hierarchy varies
policies and thus cannot be the same for eve
tained, the HR department gets busy
n. The loan will be given in a lump sum maarged on the loan taken, the amount of capita
y, and the time period in which the entire
ization, is calculated. Each loan request is
ll rights reserved
formation about
icon located just
er to HR Module
ted for approval
ccording to the
ryone. Once the
ith the actual
ner. The rate atl to be deducted
loan has to be
given a unique
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107
Identification Number (L
be made to loan reques
loan details whenever r
made to the employee.
The Loan Approval form
Request ID, the name of
the rate of interest on t
the loan (whether pendi
the loan details, click the
click the “Done” button
saved in the Loan Reque
4.4.3 Loan Management
Since any organization c
facility, it becomes a h
employee. The Loan ma
© 2010 eresource Infotech Private Limited. A
oan Request ID), and whatever changes or mo
, it is done using this ID. This also helps in eas
quired. Once all the paper-work is done, the
HR Module Image 1.65gives all the details about the loan taken in
the Employee who has availed of the loan, t
e loan, the person who has sanctioned the lo
ng, approved, or rejected), etc. To make any
Loan ID number, and once the modifications
(Refer to HR Module Image 1.65). The update
t File.
ntains a number of employees, a lot of whom
umongous task to manage all of the loan
agement facility does exactly this task. It ma
ll rights reserved
difications are to
ily retrieving the
loan payment is
luding the Loan
e Loan Amount,
an, the status of
modifications on
ave been made,
loan details are
avail of the loan
details for each
ages the details
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108 © 2010 eresource Infotech Private Limited. All rights reserved
of the loans taken by various employees. The details may include criteria such as the
name of the Employee, the Loan Amount, the description of the loan taken, date of
sanctioning the loan, amount deducted every month, no. of installments to be paid, the
deduction type and the month of deduction, etc. The loan management facility also
enables the addition of any new loans taken, to the existing record of loans which have
been availed of by the employees. Thus accessing and maintaining such a vast amountof information about the loans taken becomes a cakewalk.
Add:
To access the Loan Management form:
i.) Select the “Payroll” icon on the top of the screen
ii.) Select the “Loan Management” icon and then the “Add” icon
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Loan Management Detai
Loan Details:
General Details:
Employee Name
Loan Request ID
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.66
ils Fields Table:
ACTION
<<Drop Down to be
selected from
Employee Master,Mandatory Field>>
<<Drop Down to be
ll rights reserved
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110 © 2010 eresource Infotech Private Limited. All rights reserved
selected from
Employee Master,
Mandatory Field>>
Interest Rate on Loan <<Numeric, Editable>>
Amount of Loan
sanctioned
<<Numeric, Editable>>
Description <<Free Text,
Editable>>
Date on which Loan is
sanctioned
<< Numeric, To be
selected using Date
Selector, Mandatory
Field>>
Type of Deduction <<Drop Down to be
selected from Fixed
List, Mandatory
Field>>
Deduct amount for
Installment
<<Numeric, Editable>>
No. of Installments <<Numeric, Editable>>
Month from which theInstallment is going to
start
<<Drop Down to beselected from Fixed
List , Mandatory
Field>>
Installments:
Month-Year <<Free Text, Auto-
Generated>>
Installments <<Numeric, Auto-Generated>>
Paid <<Numeric, Auto-
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111 © 2010 eresource Infotech Private Limited. All rights reserved
Generated>>
Forward <<Free Text, Auto-
Generated>>
Fill in all the details in the form including all the Mandatory fields. Once the details of
the particular loan have been entered, a table pops up giving all the details of the loan
installments which has to be remitted. Click the “Save” button. The Loan Details are
saved in the Loan Management Master file (Refer to HR Module Image 1.66).
To cancel the details entered, click the “Cancel” button. The information entered is
reset.
To completely delete the loan detail, click the “Delete” button.
Search/Edit:
In case the Loan Details already exist, then it can be searched by using the “Search/Edit” facility.
The Search can be done according to the following criteria:
i.)Date Wise:
The search can be done using the time period when the loan was taken
ii.)Deduction Type Wise:
The Loan Request is searched based on when the deduction is to be done i.e. Monthly,
Quarterly, Yearly, or
Half Yearly
iii.)Month Wise:
The Loan Request is searched according to the month.
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112
In case a list of all thebutton without entering
To cancel the search, clic
A list of the employees
Amount taken, the Des
installments to be paid,
or Yearly) and the month
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.67
Loan details has to be obtained, then just clany information.
k the “Cancel” button (Refer to HR Module Ima
who have availed of the loan facility, alon
ription, the Sanction date, the amount dedu
he type of deduction( whether Monthly, Quar
of deduction is displayed (Refer to HR Module
ll rights reserved
ick the “Search”
ge 1.67).
g with the Loan
cted, the no. of
erly, Half-Yearly,
Image 1.68).
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113
Click on any of the nam(Refer to HR Module Ima
4.4.4 Forward Instalment
The installment forward is a pro
forward to the next month of la
Let us consider in this case.
Rs.45000.The loan has to be p
month, an amount of moneytaken. However, if a situation a
current month (for e.g. May-201
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.68
s in the list to access the complete details of ge 1.66).
vision given so as to enable any installment ta
t installment.
Suppose that an employee, say “X” has
aid back in 12 months (May-2010 to Apr-20
s. 3750 with interest is to be paid back forises wherein “X” is not able to pay the said lo
0), then he can make the payment the next m
ll rights reserved
the loan availed
en to be carried
aken a loan of
11). Now, every
he loan “X” hasn amount in the
nth, i.e. the loan
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114
installment will be carried forw
“Installment Forward”. Consequ
The Installment Forward Maste
Request ID, and the month to
HR Module Image 1.69).
Installment Details Fields Table
Forward Installment Det
General Details:
© 2010 eresource Infotech Private Limited. A
rd to the next month (i.e. May-2011). This pro
ently, the loan time-period will also be increas
file stores the details pertaining to the Empl
hich the current installment has to be forwa
HR Module Image 1.69
:
ACTION
ails:
ll rights reserved
cess is known as
d to 13 months.
yee ID, the Loan
ded to (Refer to
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Employee Name <<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
Loan Request ID <<Drop Down to beselected from Loan
Request Master,
Mandatory Field>>
Forward in next Month <<Drop Down,
Mandatory Field>>
Select the particular
month of the year
Fill in all the details in the form including all the Mandatory fields. Once the Installment
details have been entered, Click the “Save” button (Refer to HR Module Image 1.69).Tocancel the details entered, click the “Cancel” button. The information entered is reset.
4.4.5 Additional Amount Provision
In case an employee wants to remit the loan installment that he has availed off, he
submits a request for the same to the concerned authorities, and the HR department
takes charge of processing the request for remitting the additional amount.
The Additional Amount Provision is just for this purpose.
i.) The additional Amount Provision form collects details pertaining to the name of
the Employee, the Loan Request ID, and the Additional Amount that the
employee has requested.
ii.) Setting off the installments or in other words, decreasing the balance loan
amount to be paid
iii.) Decreasing the interest rate as a whole
Reducing the total time-period to pay off the loan starting from the final month of the
loan payment and moving in a reverse manner thereby reducing the month and the
balance amount to be paid
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General Details Fields Ta
Additional Amount Deta
General Details:
Employee Name
Loan Request ID
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.70
ble:
ACTIO
ils:
<<Drop Down to be
selected from
Employee Master,
Mandatory Field>>
<<Drop Down to be
selected from Loan
ll rights reserved
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117 © 2010 eresource Infotech Private Limited. All rights reserved
Request Master,
Mandatory Field>>
Additional Amount <<Numeric, Editable,
Mandatory Field>>
All the details in the form are Mandatory fields and have to be filled. Once the
Additional Amount details have been entered, Click the “Save” button. The Additional
Amount details are saved in the Loan Management Master file (Refer to HR Module
Image 1.70).
To cancel the details entered, click the “Cancel” button. The information entered is
reset.
4.5 Advance
In certain cases, there is a dire need for funds to meet a contingency. In this case, the
employee requests for an advance amount which is given to him at a time when the
salary for the month is not due. This is called as an Advance Amount. Again, as is the
standard procedure in any organization, the advance amount request is subject to
approval by the concerned people before it is further processed by the HR department.
The Loan Advance form collects details such as the Employee Name, the Amount which
has been taken in advance, and the Date at which this amount has been availed off.
Add:
To access the Loan Advance form:
i.) Select the “Payroll” icon on the top of the screen
ii.) Select the “Loan Advance” icon and then the “Add” icon
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118
Advance Details Fields Table:
Advance Details:
General Details:
Employee Name
Advance Amount
Date on which the Advance
Amount was taken
All the details in the form are
details have been entered, Click
Loan Management Master file (
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.71
ACTION
<<Drop Down to be selected
from Employee Master,
Mandatory Field>>
<<Numeric, Editable,
Mandatory Field>>
<<Numeric, To be selected
using Date Selector>>
andatory fields and have to be filled. Once t
the “Save” button. The Loan Advance details
efer to HR Module Image 1.71).
ll rights reserved
e Loan Advance
are saved in the
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119
To cancel the details entered, cli
Search/Edit:
The search for any existing adv(Refer to HR Module Image 1.72
Employee Name Wise: The sear
Date Wise: The search is done
taken.
© 2010 eresource Infotech Private Limited. A
ck the “Cancel” button. The information enter
nce payment can be carried out on the basis):
HR Module Image 1.72
ch is done based upon the name of the employ
based upon the time period during which t
ll rights reserved
d is reset.
of the following
ee.
he advance was
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120
To search for the names of all
button directly without selectin
details entered, click the “Cance
A list of the employees who hav
the advance amount itself, is dis
also provided by means of the
table (Refer to HR Module Ima
(Refer to HR Module Image 1.71
© 2010 eresource Infotech Private Limited. A
he employees who have taken an advance, c
g any option (Refer to HR Module Image 1.7
l” button.
HR Module Image 1.73
e taken an advance, the date when the amoun
played. A facility to add the details of any new
“Add New Job” icon located at the top left-ha
ge 1.73). Click on this icon to access the Loa
).
ll rights reserved
lick the “Search”
). To cancel the
t was taken, and
advance detail is
nd corner of the
n Advance form
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121 © 2010 eresource Infotech Private Limited. All rights reserved
5 RECRUITMENT
Recruitment refers to the process of attracting, screening, and selecting qualified people for a
job at an organization. For some components of the recruitment process, mid- and large-size
organizations often retain professional recruiters or outsource some of the process to
recruitment agencies.
5.1 Resume Posting
The Resume Posting Master file stores all the details of a candidate resume, which includes
details about the candidate’s Education, Employment Details (Previous and Present), Other
details such as family, Health, Criminal Record (if any),etc.
Add:
To access the Resume Posting Master form:
i.) Select the “Recruitment” icon on the top of the screen
ii.) Select the “Resume Posting” icon and then the “Add” icon
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122
Resume Posting Details Fields
Resume Post:
Reference No.
Date
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.74
able:
ACTION
<<Numeric,
Editable, Mandatory
Field>>
<<Numeric, To be
selected using DateSelector, Mandatory
Field>>
ll rights reserved
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123 © 2010 eresource Infotech Private Limited. All rights reserved
Application for the
post of
<<Drop Down to be
selected from User
List,>>
Personal Details:
Name and Title <<Free Text,
Editable>>
Address (With Pin
Code)
<<Alphanumeric,
Editable>>
Email Address <<Alphanumeric,
Editable>>
Phone(Res) <<Numeric,Editable>>
Phone(Work) <<Numeric,
Editable>>
Mobile <<Numeric,
Editable>>
Date of Birth <<Numeric, To be
selected using Date
Selector>>
Present Employment:
Post Held <<Free Text,
Editable>>
Date Appointed <<Numeric, To be
selected using Date
Selector>>
Salary(Per Month) <<Numeric,
Editable>>
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124 © 2010 eresource Infotech Private Limited. All rights reserved
Other Benefits <<Free Text,
Editable>>
Notice Required (in
Days)
<<Numeric,
Editable>>
Name and Address of
the Employer
<<Free Text,
Editable>>
Email of the HR Dept. <<Alphanumeric,
Editable>>
Duty details of post
held at present
<<Free Text,
Editable>>
PreviousEmployment:
From Date <<Numeric, To be
selected using Date
Selector>>
To Date <<Numeric, To be
selected using Date
Selector>>
Employer’s Name andAddress
<<Free Text,Editable>>
Post held and Main
Function
<<Free Text,
Editable>>
Reason for Leaving <<Free Text,
Editable>>
Education Details:From Date <<Numeric, To be
selected using Date
Selector>>
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125 © 2010 eresource Infotech Private Limited. All rights reserved
To Date <<Numeric, To be
selected using Date
Selector>>
Name of Institution <<Free Text,Editable>>
Qualification obtained <<Drop Down to be
selected from User
List>>
Grade/Class <<Drop Down to be
selected from User
List>>
Training Details:
From Date <<Numeric, To be
selected using Date
Selector>>
To Date <<Numeric, To be
selected using Date
Selector>>
Name of Institution <<Free Text,Editable>>
Title & Nature of
course
<<Free Text,
Editable>>
Membership of
Professional
Institutions/Societies:
Admission Date <<Numeric, To beselected using Date
Selector>>
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Name of Institution <<Free Text,
Editable>>
Class of Membership <<Free Text,
Editable>>
Driving Requirement:
Current Driving
License
<<Radio button>>
License Endorsed <<Radio button>>
Passport
Requirement:
Valid Passport Holder <<Radio button>>
Passport Number <<Alphanumeric,
Editable>>
Validity Period <<Numeric, To be
selected using Date
Selector>>
Additional
Information:
<<Free Text,
Editable>>
Health Information:
Medical Condition <<Radio button>>
Rehabilitation of
offenders act:
Conviction <<Radio button>>
Details of Conviction <<Numeric, To be
selected using Date
Selector>>
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References:
Name and Capacity <<Free Text,
Editable>>
Address <<Free Text,
Editable>>
Email <<Alphanumeric,
Editable>>
Phone No. <<Numeric,
Editable>>
Interview Date:
Future Date Details <<Numeric, To be
selected using Date
Selector>>
Weekly hours of work <<Numeric,
Editable>>
Other Details:
Approved By <<Drop Down to be
selected from UserList>>
Prepared By <<Drop Down to be
selected from User
List>>
Fill in all the form details (Refer to HR Module Image 1.74). Once the details of the Resume have
been entered, click the “Save” button. The Resume details are saved in the “Resume Posting”
file.
To cancel the details entered, click the “Cancel” button.
To completely delete the resume details, click on the “Delete” button.
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128
Any extra additional informatio
button. The information in the t
To delete the records in
Search/Edit:
To search for a Resume from a
used. Click on the “Search” but
1.75).
Click on any of the Reference N
Image 1.74).
To add the details of any new re
hand corner of the table (Refer
© 2010 eresource Infotech Private Limited. A
(such as extra qualification, etc.) can be adde
bles can also be edited using the “Edit” functi
he tables, click the “X” button.
list of Resumes already present, the Search/E
ton. A list of Resumes is displayed (Refer to H
HR Module Image 1.75
s. given to access that particular Resume (Ref
sume, click the “Add New Resume” icon locat
o HR Module Image 1.75).
ll rights reserved
using the “Add”
n.
it facility can be
R Module Image
er to HR Module
d at the top left-
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129 © 2010 eresource Infotech Private Limited. All rights reserved
5.2 Resume Evaluation
When a number of Resumes are sent to an organization for a certain number of vacancies, not
all the resumes are shortlisted for an interview. The resumes are evaluated so as to ascertain
which of the resumes are the best. This is known as “Resume Evaluation”. Every company has a
string of parameters with which it evaluates whether that particular candidate is a potential
suitor for that particular post and whether it is feasible to call him for a written test and
subsequent interview. The parameters may include the candidate’s Educational Qualification,
his Work Experience, any other Extra Qualification (like say, certifications, etc.) which may add
to his potential suitability for the job at concerned, These criteria help the HR department to
judge the candidate’s potential suitability and thus arrive at a logical conclusion. Ultimately,
based upon the candidate’s suitability for the particular post, the candidate is assigned a Grade.
The scale of the Grades as well as the conditions in which it is awarded is left to the discretion
of the policies which have been set up by the organization in question.
Add:
To access the Resume Evaluation Master form:
i.) Select the “Recruitment” icon on the top of the screen
ii.) Select the “Resume Evaluation” icon and then the “Add” icon
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Click on any of the Eval Nos. giv
Module Image 1.76)
Resume Evaluation Details Fiel
Resume Evaluation:
Candidate Details:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.76
n to access that particular Evaluated Resume (
s Table:
ACTION
ll rights reserved
efer to HR
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Eval No. <<Alphanumeric,
Editable>>
Name of Candidate <<Drop Down to be
selected from
Resume PostingMaster, Mandatory
Field>>
Profile of Candidate <<Free Text,
Editable>>
Designation <<Free Text,
Editable>>
Reference <<Free Text,Editable>>
Evaluation Details:
Evaluation Criteria <<Drop Down to be
selected from
Resume Posting
Master>>
Grade <<Drop Down to be
selected fromResume Posting
Master>>
Remarks <<Free Text,
Editable>>
Other Details:
Eval By <<Drop Down to be
selected fromResume Posting
Master>>
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Approved By <<Drop Down to be
selected from
Resume Posting
Master>>
Date <<Numeric, To beselected using Date
Selector>>
Date <<Numeric, To be
selected using Date
Selector>>
Fill in all the details in the form including all the Mandatory fields. Click the “Add” button. A
table is generated containing the details filled in the form (refer to HR Module Image 1.76).
The data in the table can be edited and deleted as well. Click the “Edit” or “Delete” buttons in
the table to do so.
Once all the Resume Evaluation details have been entered, Click the “Save” button.
To cancel the details entered, click the “Cancel” button. The information entered is reset.
Search/Edit:
To search for an Evaluated Resume from a given list, the Search/Edit facility can be used. Clickon the “Search/Edit” button. A list of Evaluated Resumes is displayed (Refer to HR Module
Image 1.77).
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133
Click on any of the name
candidate (Refer to HR
resume, click the “Add N
to HR Module Image 1.7
5.3 Compare resume
Let us consider what Resume C
candidates who have been sho
possible to consider the resum
organization do? It compares th
criteria such as the Grade obtai
Interview, etc. Finally, after co
rejected.
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.77
s given in the list to access the details of that p
odule Image 1.76). To add the details of any n
ew” icon located at the top left-hand corner of
).
omparison with the help of an example. Supp
tlisted for 5 posts in an organization. Now, it
s of all the 10 candidates for just 2 posts. S
e Resumes of the candidates with on another
ed, his performance in the Written Test as we
sidering all these factors, the candidate is fi
ll rights reserved
rticular
wly evaluated
the table (Refer
ose there are 10
would be not be
, what does the
ased on various
ll as the Personal
nally selected or
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Compare Resume Details Fields
Compare Resume
Details:
CR No.
CR Date
First Candidate
Second Candidate
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.78
Table:
ACTION
<<Alphanumeric,
Editable>>
<<Numeric, To be
selected using Date
Selector>>
<<Drop Down to be
selected from
Resume Posting
Master, MandatoryField>>
<<Drop Down to be
ll rights reserved
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selected from
Resume Posting
Master, Mandatory
Field>>
Remark <<Free Text,Editable>>
Evaluation Details:
Rejected <<Check Box>>
Shortlisted <<Check Box>>
Fill in all the details in the form including the Mandatory fields and select the Candidate names
from the Drop Down boxes for comparison. An “Evaluation Details” table is generated(Refer to
HR Module Image 1.78).Check the “Shortlisted” or “Rejected” Check Boxes depending on thecandidate suitability, and then click the “Save” button. To cancel the details entered, click the
“Cancel” button. The information entered is reset.
5.4 Manpower
What do we mean by Manpower? Manpower can be defined as the amount of labor which is
desired to or required by any organization. All organizations throughout the world require
Manpower and without it work cannot be done. Manpower requirement can range from the
most menial type of job such as Laying of roads to the highest level executive job. Thus,
manpower is an essential requirement of any industry to keep it functioning in a smooth andefficient manner.
Add:
To access the Resume Evaluation Master form:
i.) Select the “Recruitment” icon on the top of the screen
ii.) Select the “Manpower” icon and then the “Add” icon
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Manpower Details Fields Table:
General Details:
Number
Requested Date
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.79
ACTION
<<Alphanumeric,
Editable>>
<<Numeric, To beselected using Date
Selector>>
ll rights reserved
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Department <<Drop Down to be
selected from
Resume Posting
Master, Mandatory
Field>>
Requested By <<Drop Down to be
selected from
Resume Posting
Master, Mandatory
Field>>
Requested for the
post of
<<Free Text,
Editable>>
No. of Persons <<Numeric,Editable>>
Qualification:
Sr. No. <<Numeric,
Editable>>
Education <<Free Text,
Editable>>
Experience <<Free Text,
Editable>>
Specialty <<Free Text,
Editable>>
Selection:
Upgraded existing
staff
<<Check Box>>
Selected from
available Resume
<<Check Box>>
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data bank
Advertised <<Check Box>>
Others <<Check Box>>
Employed On <<Check Box>>
Head HRD <<Drop Down to be
selected from User
List>>
Fill in all the form details, and check the required check boxes. Once the Manpower
Requirement details have been entered, click the “Save” button. The details are saved in the
“Manpower Requirement” file.
To cancel the details entered, click the “Cancel” button (Refer to HR Module Image 1.79).
To delete any record completely, click the “X” button in the “Control” column. After adding the
new qualification details, click the “Save and Update” button. The new details are added to the
Qualification table (Refer to HR Module Image 1.79).
To add any new employee details, click the “Add New Employee” button located at the top left
hand corner of the Qualification table (Refer to HR Module Image 1.79).
Search/Edit:
To search the details of a particular Manpower Requirement, click the Search/Edit icon. A list of manpower requirements is displayed (Refer to HR Module Image 1.80). Click on any of the
numbers in the Numbers column to access the relevant information (Refer to HR Module Image
1.79).
To add any new manpower requirement details, click the “Add New Manpower Requirement”
icon located at the top left-hand corner of the Manpower Requirement list (Refer to HR Module
Image 1.80).
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HR Module Image 1.80
ll rights reserved
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6 TRAINING
The term training refers to the acquisition of knowledge, skills, and competencies as a result of
the teaching of vocational or practical skills and knowledge that relate to specific useful
competencies. In addition to the basic training required for a trade, occupation or profession,
observers of the labor-market recognize today the dire need to continue training beyond initial
qualifications. i.e. to maintain, upgrade and update the skills of an individual throughout his
working life. People within many professions and occupations may refer to this sort of training
as a professional development.
6.1 Training Master
Almost all organizations throughout the world hire new recruits. Now, these new
recruits have differing levels of competencies and plus-points, as well as knowledge
which would most definitely be not at par with each other. In other words, each
individual has a core competency at which he excels, but this core competency will notbe at the same level as another individual who is also working along with him. To bring
all these new recruits to a level playing field, i.e. to see that almost all of the
competencies of all the new entrants are at the same level, trainings are held. The other
objective of training is to see that the new entrant is made thoroughly competent to
handle any challenge which he may face when working, and is adequately equipped to
face any task with courage. In simpler terms, he is thought everything that is related to
what he is supposed to do on the job.
Training is not only for new recruits, but also for existing employees who have to be at
their competitive best to face any new challenges. This is possible only when their
existing skills are being continuously upgraded to the highest level. Training plays a very
important role in imparting this knowledge and keeping the employees updated with all
the current trends and technologies.
The Training Master file stores all relevant information related to a training schedule,
such as Training Category, Training Name, Description of the training to be imparted,
etc.
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Training Master Details Fields T
Training Master:
Training Category
Training Name
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.81
able:
ACTIO
<<Drop Down to be
selected from Training
Master>>
<<Free Text,
Mandatory Field>>
ll rights reserved
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Description << Free Text,
Editable>>
To add a new training schedule, click the button located at the top left hand corner of the
Training Master table.
Fill in the details of the form including the mandatory fields. Once the Training Master form
details have been entered, click the “Save” button. The details are saved in the “Training
Master” file.
To cancel the details entered, click the “Cancel” button (Refer to HR Module Image 1.81).
In case any information which has been entered has to be changed, click the “Edit” button in
the “Control” column, and after modifying the information, click the “Update” button.
To completely remove any record, click the “X’ button next to the “Edit” button.
6.2 Training Plan Schedule
The Training Plan Schedule stores details pertaining to the schedule which has been planned for
the training. Details such as the type of Plan, the month in which the plan is to be implemented,
the category of the training which is to be imparted, etc. are stored in the Training Plan
Schedule form.
To access the Training Plan Schedule form:
i.) Select the “Training” icon on the top of the screen
ii.) Select the “Training Plan Schedule” icon
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Training Plan Schedule Details F
Training Plan
Schedule:
Planning Type
Plan Month
© 2010 eresource Infotech Private Limited. A
.
HR Module Image 1.82
ields Table:
ACTI
<<Drop Down to be
selected from Training
Master>>
<<Numeric, To be
selected using Date
ll rights reserved
N
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Selector>>
Training Category <<Drop Down to be
selected from Userlist
>>
Training Name <<Auto generated,
Read Only>>
Depends on the name
given in Training
Master file.
Training Date <<Numeric, To be
selected using Date
Selector>>
Duration <<Numeric, Editable>>
Type <<Free Text,
Editable>>
Remarks <<Free Text,
Editable>>
Add <<Check Box>>
Reference Details <<Drop Down to be
selected from User
List>>
Prepared By <<Drop Down to be
selected from User
List>>
Fill in the details of the form including the check boxes etc. and click the “Go” button. A
table is generated. Once the table details have been entered, click the “Save” button.
The Training Plan Schedule details are saved in the “Training Plan Schedule” file.
To cancel the details entered, click the “Cancel” button (Refer to HR Module Image
1.82).
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6.3 Training Request/Suggest
In most organizations, training is not just given arbitrarily at the drop of a hat as any sort of
training requires resources, training personnel, and availability of infrastructure at that point in
time. Now, as various departments in a single organization share most of the resources
available at their disposal, it is imperative that any sort of training be planned in advance and
then scheduled in a proper manner. Also, the need of the hour is that the time of the existing
manpower (read employees) is utilized effectively and the training is done with a particular
objective or purpose in mind. This only adds to very useful knowledge which will be imparted
and shared amongst the employees of that organization. Training has to be given only when it
matters and not just haphazardly or in an arbitrary manner, so to speak. Thus, when a division
head/Project Manager feels that the people who are working under him are deficient in a
particular sphere of knowledge, he sends a request in advance for a training session, to the HR
department, The HR department in turn arranges for all the facilities to be provided for the
training session, so that it is conducted in a smooth and efficient without inconveniencing in
any manner, the rest of the employees who are also a part of the organizational set-up.
The Training Request/Suggest file stores all the details about the request for a particular
training session. Each training session request is assigned a number. Details like the Date of
training, the department concerned, the category in which the training is to be conducted, the
name of the employee/s involved in the training session along with their designation, etc. are
all stored in the Training Request/Suggest file.
Add:
To access the Training Request/Suggest form:
i.) Select the “Training” icon on the top of the screen
ii.) Select the “Training Request/Suggest” icon and then the “Add” icon
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Training Request/Suggest Detai
Training Request /
Suggest:
TR No.
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.83
ls Fields Table:
ACT
<<Alphanumeric, Auto
Generated, Mandatory
ll rights reserved
ION
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Field>>
TR Date <<Numeric, To be
selected using Date
Selector>>
Department <<Drop Down to be
selected from Training
Master>>
Training Category <<Drop Down to be
selected from Training
Master>>
Employee Name <<Drop Down to be
selected fromEmployee Master>>
Designation <<Drop Down to be
selected from
Employee Master>>
Requested By <<Drop Down to be
selected from
Employee Master>>
Training Name <<Auto generated ,Read Only>>
Depends on the namegiven in Training
Master file.
T Status <<Drop Down to be
selected from Fixed
List>>
Type <<Drop Down to be
selected from Fixed
List>>
Remarks <<Free Text,
Editable>>
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148
Add
Reference Details:
Approved By
Prepared By
Fill in the details as mentioned
once the details have been filled
© 2010 eresource Infotech Private Limited. A
<<Check Box>>
<<Drop Down to beselected from User
List>>
<<Drop Down to be
selected from User
List>>
in the form (Refer to HR Module Image 1.83).
in (Refer to HR Module Image 1.84).
HR Module Image 1.84
ll rights reserved
A table pops up
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149 © 2010 eresource Infotech Private Limited. All rights reserved
This table contains details about the training session requested such as the Training Name, the
Status of the Training (T Status), the type of training, Remarks, etc. Select the requisite options
as mentioned in the table, click the checkbox (if necessary) and then click the “Save” button.
The details are saved in the “Training Request/Suggest” file.
To cancel the details entered, click the “Cancel” button (Refer to HR Module Image 1.84).
Search/Edit:
In case a search or any updates have to be done to the Training Request/Suggest details, the
Search/Edit facility can be used. The Training Request/Suggest details can be searched based on
the following criteria.
i.) Employee Wise:
The training request/suggest is searched according to the name of the Employee.
ii.) Training No. Wise:
The training request/suggest is searched according to the Training No.
iii.) Date Wise:
The training request/suggest attendance is searched according to the date when the
request/suggestion was made.
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150
In case a list of all the training
button without entering any inf
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.85
requested or suggested is to be displayed, c
rmation in the Search form (Refer to HR Modu
ll rights reserved
lick the “Search”
le Image 1.85).
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A list of all the trainings which
Training No, Date, Category, De
To add a new Training Request
corner of the table (Refer to HR
Click on any of the names in the
Module Image 1.87).
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.86
ave been requested or suggested is displayed
artment, Employee Name, Requested By, etc.
to the list, click on the “Add New” icon at t
Module Image 1.86).
list to access the details of that Training Sche
ll rights reserved
along with their
he top left hand
ule (Refer to HR
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152
Once all the modifications have
would be modified accordingly i
To cancel the updating, click the
6.4 Training Assign
Any training schedule is conce
training. As we well know, an
planning, and it cannot be held
it does not require any pre-plan
type of intended audience (whtraining has to be imparted, a
training session, who the trainer
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.87
been made to the form, click the “Update” bu
the Training Request/Suggest file.
“Cancel” button (Refer to HR Module Image 1.
rned with all the modalities which are relev
sort of training which is to be implemente
on the spur of the moment, unless the trainin
ing at all. A Training Plan usually includes info
ther clerk or executive level),the subject matsuitable date where the audience will be ab
is supposed to be, his details, etc.
ll rights reserved
tton. The details
87).
ant to assigning
d takes a lot of
is so trivial that
mation as to the
er on which thele to attend the
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153
Now, the Training Assign sche
assigned, the Training Categor
training is to be started imme
imparted, etc.
Add:
To access the Training Assign for
i.) Select the “Training” ico
ii.) Select the “Training Assi
© 2010 eresource Infotech Private Limited. A
ule contains details of the date when the
and Status, Employee Names and Designati
iately or later, and the year in which the tr
m:
on the top of the screen
n” icon and then the “Add” icon
HR Module Image 1.88
ll rights reserved
raining is to be
on, whether the
aining has to be
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Training Assign Schedule Details Fields Table:
ACTION
Training Assign:
TAssign No. <<Alphanumeric, Autogenerated, Read
Only>>
TAssign Date <<Numeric, To be
selected using Date
Selector>>
Training Status <<Drop Down to be
selected from Fixed
List>>
Training Category <<Drop Down to be
selected from
Employee Master >>
Employee Name <<Drop Down to be
selected from
Employee Master >>
Designation <<Drop Down to be
selected from
Employee Master >>
Year <<Numeric, To be
selected using Date
Selector>>
Training Name <<Auto generated, Read
Only>>
Depends on the name
given in the Training
Master file.
Date <<Auto generated, Read
Only>>
Depends on the date
given in the Training
Master file.
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155 © 2010 eresource Infotech Private Limited. All rights reserved
Duration <<Auto generated, Read
Only>>
Depends on the date
given in the Training
Master file
Required <<Drop Down to be selectedfrom Fixed List>>
Trainer <<Free Text, Editable>>
Address <<Free Text, Editable>>
Remarks <<Free Text, Editable>>
Add <<Check Box>>
Reference Details:
Approved By <<Drop Down to be selected
from User List>>
Prepared By <<Auto generated, Read
Only>>
Fill in the Training Assign form and click the “Go” button (Refer to HR Module Image 1.88).
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156
A table pops up which containsDuration, etc. and also the detai
well as the Check boxes (if nece
the “Training Assign” file.
To cancel the details entered, cli
Search/Edit:
In case the Training Assignment
details can be directly accessed
be searched based on the follo
i.)Employee Wise:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.89
etails such as the Name of the Training, Statusls of the trainer such as his Name, Address, etc.
sary), and then click the “Save” button. The de
ck the “Cancel” button (Refer to HR Module Im
details are already present in the Training Ass
by using the Search/Edit facility. The Training
ing criteria.
ll rights reserved
, Type, Date,Fill the table as
tails are saved in
age 1.89).
ignment file, the
Assignment can
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157 © 2010 eresource Infotech Private Limited. All rights reserved
The training to be assigned is searched according to the name of the employee to whom the
training is to be given.
ii.)Training Assign No. Wise:
The training to be assigned is searched according to the Training Assign No.
iii.)Date Wise:
The training to be assigned is searched according to the date when the training is to be
imparted.
In case a list of all the Trainings Assigned is to be displayed, click the “Search” button without
entering any information in the Search options provided (Refer to HR Module Image 1.90).
To cancel the search, click the “Cancel” button.
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158
A list of all the trainings which h
Category, Type, Employee Nam
names given to access the detail
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.90
ave been assigned is displayed along with their
e, etc. (Refer to HR Module Image 1.91). Cli
s.
ll rights reserved
Assign No, Date,
k on any of the
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159
To add a new training assignme
corner of the table (Refer to HR
6.5 Training Attendance
All trainings in any organizatio
these trainings are usually hel
mandatory that the attendance
these training sessions (unless t
construed as a negligent and la
very well reflect on the appraisa
Add:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.91
nt to the list, click on the “Add New” icon at
Module Image 1.91).
are usually to be taken by the employees v
for the benefit of the employees in quest
at these trainings is always maintained. Failure
here is an absolutely genuine reason for the a
kadaisical attitude on the part of the employe
l of the employee in future.
ll rights reserved
he top left-hand
ery seriously, as
ion. Hence, it is
to attend any of
sence) is usually
e, and this could
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160
To access the Training Attendan
i.) Select the “Training” ico
ii.) Select the “Training Atte
Training Attendance Details Fiel
Training Assign:
TAS No.
© 2010 eresource Infotech Private Limited. A
ce form:
on the top of the screen
dance” icon and then the “Add” icon
HR Module Image 1.92
ds Table:
ACTION
<<Alphanumeric, Auto
generated, Read
Only>>
ll rights reserved
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161 © 2010 eresource Infotech Private Limited. All rights reserved
TAS Date <<Numeric, To be
selected using Date
Selector>>
Training Name <<Drop Down to beselected from Fixed
List>>
Employee Name <<Drop Down to be
selected from
Employee Master >>
Designation <<Drop Down to be
selected from
Employee Master >>
Int/Ext <<Free Text,
Editable>>
Trainer <<Auto generated,
Read Only>>
Depends on the name
given in the Training
Master file.
Date <<Auto generated,
Read Only>>
Depends on the date
given in the Training
Master file.
Duration <<Auto generated,
Read Only>>
Depends on the date
given in the Training
Master file
Required <<Drop Down to be
selected from Fixed
List>>
Trainer <<Free Text,Editable>>
Address <<Free Text,
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Editable>>
Duration <<Auto generated,
Read Only>>
Attendance <<Auto generated,Read Only>>
Remarks <<Free Text,
Editable>>
Remarks <<Free Text,
Editable>>
Prepared By <<Drop Down to be
selected from User List
>>
The Training Attendance file stores all the details pertaining to the attendance for that training
session. Fill in the details of the form such as the TAS No, TAS Date, and select the Training
Name (Refer to HR Module Image 1.92), and click the “Go” button.
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163
A table pops up which contain
whether the training is Internal
table and then click the “Save” bcancel the details entered, click
Search/Edit:
In case a search has to be don
details, the Search/Edit facility c
the following criteria.
i.) Training Wise:
The training attendance is searc
ii.) Training TAS No. Wise:
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.93
s details such as the Name of the Employee,
External, the Address, Date, Duration, Attend
utton. The details are saved in the “Training Atthe “Cancel” button (Refer to HR Module Imag
or any updates have to be done to the Trai
an be used. The Training Attendance can be se
ed according to the name of the Training Sessi
ll rights reserved
his Designation,
nce, etc. Fill the
tendance file. To1.93)
ning Attendance
arched based on
on.
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164
The training attendance is searc
iii.) Date Wise:
The training attendance is searc
In case a list of all the trainings a
entering any information in the
A list of the training attendance
etc. is displayed (Refer to HR M
© 2010 eresource Infotech Private Limited. A
ed according to the Training Assign (TAS) No.
ed according to the date when the training wa
HR Module Image 1.94
ttended is to be displayed, click the “Search” b
earch form (Refer to HR Module Image 1.94).
consisting of the Assign No, Dates, Training Na
dule Image 1.95).
ll rights reserved
s imparted.
utton without
e, Remarks,
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165
To add a new training attendan
corner of the table (Refer to HR
Click on any of the names giv
training session (Refer to HR Mo
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.95
ce to the list, click on the “Add New” icon at
Module Image 1.95).
n in the list to access the attendance detail
dule Image 1.93).
ll rights reserved
he top left-hand
s of a particular
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166
Once all the modifications have
would be updated accordingly i
To cancel the updating, click the
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.96
been made to the form, click the “Update” bu
the Training Attendance file.
“Cancel” button (Refer to HR Module Image 1.
ll rights reserved
tton. The details
96).
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167 © 2010 eresource Infotech Private Limited. All rights reserved
7 BRIDGING
Bridging is a facility which is related to the attendance of an employee. Normally, in any
organization, the attendance is done in a number of ways depending upon the employee
strength, the size of the company (the bigger the firm, the more sophisticated will be itsattendance system). In smaller companies, attendance can be taken via a simple ledger into
which the employee logs his In-Time while signing in and then his Out-Time while signing out
for the day. The larger companies have a much more sophisticated system of monitoring
attendance. In the olden days, companies also used to have a punch card system to log in the
attendance, but it soon became obsolete.
Now, companies also outsource the Attendance monitoring system completely to a third- party.
This comes under the purview of the Management Information System (MIS). The third-party
company installs an attendance monitoring system in the client premises, and also software to
log in and log out the attendance. The monitoring may done by the means of a swipe-card, oran optical scanner. The software installed in the attendance monitoring machine is capable of
completely transferring the data input and output into an Excel Sheet. This data is then
exported to the client system. If the client’s existing system is not capable of accepting this
information, then the client can request the third-party to convert the data into a format which
is acceptable by the client software. This phenomenon is called as “Bridging” as there is a sort
of a link established between the third-party and the client.
This module enables HR to import attendance data from the Third party attendance system to
eresource.
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7.1 Import Data
Import data facilitates to Impo
eresoure ERP. Import file should
To access the Import Data form:
i.) Select the “Bridging” ico
ii.) Select the “Import Data
© 2010 eresource Infotech Private Limited. A
rt the attendance data retrieved from Atten
be in XLS format only.
on the top of the screen
icon
HR Module Image 1.97
ll rights reserved
ance system to
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169 © 2010 eresource Infotech Private Limited. All rights reserved
Import Data Details Fields Table:
ACTION
Payroll Import Data:
General Details:
Import Sheet
Number
<<Auto-Generated,
Alphanumeric,
Mandatory Field>>
Import Sheet Date <<Numeric, To be
selected using Date
Selector>>
Attached ItemSpecification
<<Button>> File to be browsedfor
and then selected
Employee
Attendance Details:
Employee Name <<Free Text, Auto-
Generated,
Mandatory Field>>
Depends on the
import sheet
selected
Employee Code <<Alphanumeric,
Auto-Generated,
Mandatory Field>>
Depends on the
import sheet
selected
Punch Time <<Numeric,
Editable, Mandatory
Field>>
Work Day <<Free text,
Editable >>
Reference Details:
Prepared By <<Drop Down, To be
selected from User
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List>>
Approved By <<Drop Down, To be
selected from User
List>>
Enter all the details pertaining to the attendance for the day, and click the “Save and
Next” button. The details are populated in the Employee Attendance Details table (Refer
to HR Module 1.97).
7.2 Import Work Days
The Import Work Days facility is used to import any data at the end of the month when the
salary for that month is to be calculated. Any information such pertaining to the salary such asthe number of days the employee was present, any conveyance days availed of, the number of
minutes worked by the employee to calculate the over-time for that day, etc. is taken into
consideration before calculating the monthly salary.
To access the Import Work Days Details:
i.) Select the Bridging icon from the top of the screen
ii.) Select the Import Work Days icon
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171
Import Work Days Details Field
Payroll Import Workday
General Details:
Import Sheet
Number
Import Work Days
Date
© 2010 eresource Infotech Private Limited. A
HR Module Image 1.98
Table:
ACTION
Data:
<<Auto-Generated,
Alphanumeric,
Mandatory Field>>
<<Numeric, To be
selected using Date
Selector, Mandatory
ll rights reserved
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172 © 2010 eresource Infotech Private Limited. All rights reserved
Field>>
Attached Item
Specification
<<Button>> File To be browsed
for and then
selected
From Date <<Numeric, To be
selected using Date
Selector>>
Reference Details:
Prepared By <<Drop Down, To be
selected from User
List>>
Approved By <<Drop Down, To be
selected from User
List>>
Once all the relevant details have been entered, click the “Save and next” button. The details
are populated in the Import Work Days table (Refer to HR Module 1.98).
7.3 Salary Configuration
The Salary Configuration is used to denote the monthly attendance summary of an employee.
The Salary configuration takes into account all the leaves availed by that employee, the days
the employee attended office, overtime done by the employee, etc. and then the final salary is
calculated.
Add:
To access the Salary Configuration:
i.) Select the “Bridging” icon from the top of the screen
ii.) Select the “Salary Configuration” icon and then the “Add” icon
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173
Salary Configuration Details Fiel
Payroll Salary Configura
Month
Employee Code
Employee Name
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.01
ds Table:
ACTIO
ion:
<<Drop Down to be
selected from User
List>>
<<Numeric, Editable>>
<<Numeric, Editable>>
ll rights reserved
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174 © 2010 eresource Infotech Private Limited. All rights reserved
Grade <<Alphanumeric,
Editable>>
Month Days <<Numeric, Editable>>
CL <<Numeric, Editable>>
CO <<Numeric, Editable>>
PL <<Numeric, Editable>>
Holiday <<Numeric, Editable>>
C Days <<Numeric, Editable>>
Present Days <<Numeric, Editable>>
Paid Days <<Numeric, Editable>>
Incentive Hours <<Numeric, Editable>>
Select the month and then press the “Go” button. The complete salary structure of the
employees for that particular month is displayed.
After the data has been entered, click the “Save” button to save the information (Refer to HR
Module Image 2.01).
Search/Edit:
To search for the salary configuration for a particular month, if present, the Search/Edit” facility
can be used. Click the “Search/Edit” button to display a list of the Salary Configurations for the
particular Branch and Month-Year (Refer to HR Module 2.02).
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175
.
Click on any of the names givemonth (Refer to HR Module Ima
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.02
n to access the Salary Configuration detailsge 2.03).
ll rights reserved
f that particular
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176
Make the relevant modification
Salary Configuration details for t
To delete the Salary Configurat
(Refer to HR Module Image 2.03
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.03
s to the data and then click the “Update” butt
he employees.
ion details for the particular month, click the
).
ll rights reserved
n to update the
“Delete” button
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177 © 2010 eresource Infotech Private Limited. All rights reserved
8 REPORTS
What do we mean by a Report? If we go by the reports in an organization, we could say that a
Report is essentially a summary of data which has been gathered over a period of time, for all
the employees, belonging to different departments, and over a period of time. i.e. Reports are
gathered as well maintained for each month. The reports are normally made by collating datawhich has been gathered on a daily basis depending on the activity of that employee for that
particular day. All this data collected goes on to prepare the final report at the end of each
month. Now, why do we have to make reports? The prime reason for preparing as well as
maintaining a report is for keeping a file of all the activities that have been done by the
employees. This file does not have to exist inside the PC and can always be stored in a real-time
location. It can always be accessed when there is any sort of auditing or any other activity for
which files or records may be desired. Also, it helps having files like these, as they can be easily
accessible in case of a power break-down or some such activity during which the system may be
shut down.
To access the Payroll Reports:
i.) Select the “Reports” icon on the top of the screen
ii.) Select the “Payroll Reports” icon
iii.) Select the “Month” for which the report is required and the “Name of the Report” from
the options given in the drop down boxes.
iv.) Click the “Go” button to generate the report. To cancel the report generation,
click “Cancel”.
The reports in the Payroll Reports section are as follows:
8.1 Loan Statement
A Loan Statement is a document prepared by a lending institution (in the case of a company, it
will the company itself which will be the lender), and presented to the management on monthly
basis, showing the amount (Refer to HR Module Image 2.04).
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178
HR
The Loan Statement essentially
i.) Employee Name - The naii.) Date of Disbursement of
iii.) Last loan balance - Any b
iv.) Loan given during the m
selected,
v.) Total Bal - The total bala
vi.) Installment: The installm
vii.) Interest Rate(%): The rat
viii.) Interest Amount: The am
ix.) Tot. Ded : The amountthe loan
x.) Bal. Loan : The balance l
© 2010 eresource Infotech Private Limited. A
odule Image 2.04
isplays details such as:
me of the Employeethe loan - When the loan was given to the emp
alance left from the last loan
onth - The new loan amount given during the
ce of the loan
ent to be paid for the month
of interest on the balance loan amount
ount of interest in currency
educted from the monthly salary every mont
an remaining to be paid back after the current
ll rights reserved
loyee
particular month
for payment of
month
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179
In a majority of cases, there is
due to this reason that a provi
Sheet from where it can be pri
button located at the bottom ri
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
requirement that the loan statement be in p
ion has been made to export the loan state
nted easily. To enable this feature, click the
ht-hand corner of the form (Refer to HR Modul
HR Module Image 2.05
fer to HR Module Image 2.05):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
per format. It is
ent to an Excel
Export to Excel”
e Image 2.04).
. In this case, the
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The Final Excel sheet format ca
2.06).
8.2 Advance Statement:
If any employee avails of any a
Statement file (Refer to HR Mod
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.06
n be filed away as a physical copy (Refer to H
dvance on his salary, then that detail is store
ule Image 2.07).
ll rights reserved
R Module Image
in the Advance
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181
The Advance Statement report c
i.) Employee Code – The co
ii.) Employee Name – The n
iii.) Salary Advance – The ad
To take a printout of the Advan
at the bottom right corner of th
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.07
ontains the following:
e number of the employee
me of the employee
ance amount that has been withdrawn from hi
ce Statement report, click the “Export to Excel
form (refer to HR Module Image 2.07).
ll rights reserved
s monthly salary
” button located
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182
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.08
fer to HR Module Image 2.08):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
i
ll rights reserved
. In this case, the
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183
The Final Excel sheet format ca
2.09).
8.3 PT Statement:
The PT Statement gives details
employee for the month. As we
and depends on the monthly sa
(Refer to HR Module Image 2.10
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.09
n be filed away as a physical copy (Refer to H
of the Professional Tax that is deducted from
all know, the Professional Tax is not the same
lary of the employee. Hence, it differs for diff
).
ll rights reserved
R Module Image
the salary of an
or all employees
erent employees
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184
The PT Statement report contai
i.) Employee Code – The co
ii.) Name of Employee – The
iii.) Amount – The amount t
To take a printout of the PT Sta
bottom right corner of the form
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.10
s the following:
e number of the employee
name of the employee
at has to be deducted as Professional tax for t
ement report, click the “Export to Excel” butt
(refer to HR Module Image 2.10).
ll rights reserved
e month
n located at the
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185
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.11
fer to HR Module Image 2.11):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
. In this case, the
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186
The Final Excel sheet format ca
2.12).
8.4 PT Summary Statem
The PT Summary Statement si
professional tax has been dedu
Tax deducted for the correspon
the total amount obtained afte
2.13).
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.12
n be filed away as a physical copy (Refer to H
ent
mply gives the summary of no of employee
ted. The PT Summary report also gives the ac
ding number of employees based on the slab
the deduction of Professional tax (Refer to H
ll rights reserved
R Module Image
s for whom the
tual Professional
value, as well as
R Module Image
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187
The PT Summary Statement rep
i.) No. of employees – Th
deducted
ii.) PT deducted – The actua
iii.) Amount – The amount t
To take a printout of the PT S
located at the bottom right corn
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.13
rt contains the following:
number of employees for whom professio
l professional tax deducted
at has to be deducted as Professional Tax for t
ummary Statement report, click the “Export
er of the form (refer to HR Module Image 2.13)
ll rights reserved
al tax has been
e month
to Excel” button
.
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188
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.14
fer to HR Module Image 2.14):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
. In this case, the
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189
The Final Excel sheet format ca
2.15).
8.5 PF Statement
The Professional tax (PF) state
deducted from the employee’s
employer also has to pay his m
statement for the same every m
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.15
n be filed away as a physical copy (Refer to H
ent is a report which gives the details of the
alary for that particular month. Not only the e
nthly Professional Tax, and hence the employ
onth (Refer to HR Module Image 2.16).
ll rights reserved
R Module Image
professional tax
ployee, but the
er will also get a
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190
The PF Statement gives all the d
i.) Employee Code – The co
ii.) Employee Name – The n
iii.) Employee Contribution
Professional Tax
iv.) Employer Contribution –
Professional Tax
v.) Total – The contribution
To take a printout of theat the bottom right corn
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.16
tails pertaining to the following:
e number of the employee
me of the employee
The contribution of the employee in the give
The contribution of the employer in the given
towards Professional Tax for the month
PF Statement report, click the “Export to Excer of the form (refer to HR Module Image 2.16).
ll rights reserved
month towards
month towards
l” button located
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191
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.17
fer to HR Module Image 2.17):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
. In this case, the
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192
The Final Excel sheet format ca
2.18
8.6 ESIC Statement
Employees State Insurance Sc
provide socio-economic protect
the scheme. Besides full medic
of insurable employment, the i
times of physical distress due t
in loss of earning capacity, th
insured persons who die in
occupational hazard are entitled
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.18
n be filed away as a physical copy (Refer to H
eme (ESIC) is a multidimensional social sy
ion to worker population and their dependen
l care for self and dependents, that is admissi
sured persons are also entitled to a variety o
sickness, temporary or permanent disablem
confinement in respect of insured women
industrial accidents or because of emplo
to a monthly pension called the dependents b
ll rights reserved
R Module Image
tem tailored to
s covered under
le from day one
case benefits in
nt etc. resulting
, dependents of
ment injury or
enefit.
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193
The ESIC statement gives detail
(Refer to HR Module Image 2.19
i.) Employee Code – The co
ii.) Employee Name – The n
iii.) Employee Contribution
Insurance
iv.) Employer Contribution –
Insurance
v.) Total – The contribution
To take a printout of the ESIC St
bottom right-hand corner of the
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.19
s about the Insurance cover for the particula
).
e number of the employee
me of the employee
The contribution of the employee in the give
The contribution of the employer in the given
towards Insurance for the month
tement report, click the “Export to Excel” butt
form (refer to HR Module Image 2.19).
ll rights reserved
month selected
month towards
month towards
on located at the
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194
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.20
fer to HR Module Image 2.20):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
. In this case, the
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195
The Final Excel sheet format ca2.21).
8.7 LWF Statement
Labor welfare refers to all the
conditions, provide social secur
India is working in unorganize
Government has introduced La
Five different welfare funds, wMinistry of Labor. The purpos
educational and recreational f
mines and cine workers.
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.21
n be filed away as a physical copy (Refer to H
facilities provided to labor in order to impro
ity and raise their standard of living. Majority
sector. In order to provide social security
bor Welfare Fund to ensure assistance to un
ich are governed by different legislations, areof these welfare funds is to provide housin
cilities to workers employed in beedi indus
ll rights reserved
R Module Image
e their working
of labor force in
o such workers,
rganized labors.
administered byg, medical care,
ry and non-coal
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196
The Labor Welfare Fund (LWF)
employee towards Labor WelfaHR Module Image 2.22):
i.) Employee Code – The co
ii.) Employee Name - The n
iii.) Amount – The amount c
To take a printout of the LWF
the bottom right corner of the f
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.22
statement contains the details about the co
re. The LWF statement contains the following
e number of the employee
me of the employee
ntributed by the employee towards the Labor
tatement report, click the “Export to Excel” b
rm (Refer to HR Module Image 2.22).
ll rights reserved
tribution of the
details (Refer to
Welfare Fund
utton located at
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197
In the message box displayed (r
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.23
fer to HR Module Image 2.23):
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
ll rights reserved
. In this case, the
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198
The Final Excel sheet format ca
2.24).
8.8 Leave Record
The leave record gives a compl
year. In any organization, emplo
the employee exhausts the
organization, then any extra le
that day. The leave format in an
Leave, Off Day, etc
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.24
n be filed away as a physical copy (Refer to H
ete analysis of the leave taken by the emplo
yees are given a fixed number of leaves, which
fficial quotas of leaves which have been
ve that he avails of will result in a deduction
organization can be classified as Paid Leave, S
ll rights reserved
R Module Image
yee in the given
they can avail. If
allotted by the
of his salary for
ick Leave, Casual
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The Leave Record statement co
i.) Company Employee C
ii.) Employee Code – The
iii.) Employee Name – Th
iv.) CL opening balance –
v.) CL consumed – The n
vi.) CL Balance - The num
vii.) PL opening balance -viii.) PL consumed – The n
ix.) PL Balance - The num
© 2010 eresource Infotech Private Limited. A
.
HR Module Image 2.25
tains the following details (Refer to HR Modul
de - The code of the employee as given by th
code number of the employee
name of the employee
he number of casual leaves initially
mber of casual leaves availed of by the employ
er of casual leaves remaining
he number of paid leaves initiallymber of paid leaves availed of by the employe
er of paid leaves remaining
ll rights reserved
Image 2.25):
company
ee
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x.) Comp Off opening bal
xi.) Comp Off consumed
xii.) Comp Off Balance - Th
xiii.) SL opening balance - T
xiv.) SL consumed – The nuxv.) SL Balance - The num
xvi.) OD opening balance -
xvii.) OD consumed – The n
xviii.) OD Balance - The num
In the message box displayed (R
© 2010 eresource Infotech Private Limited. A
ance - The number of comp off’s initially
The number of comp off’s availed of by the e
e number of comp off’s remaining
he number of sick leaves initially
mber of sick leaves availed of by the employeeer of sick leaves remaining
The number of off days initially
umber of off days availed of by the employee
ber of off days remaining
HR Module Image 2.26
fer to HR Module Image 2.26):
ll rights reserved
ployee
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201
Click the “Save” button to save t
Click on the “Open” button to o
sheet can be saved after openin
The Final Excel sheet format ca
2.27).
© 2010 eresource Infotech Private Limited. A
he Excel sheet to a file or directory.
en the Excel sheet directly without saving first
it.
HR Module Image 2.27
n be filed away as a physical copy (Refer to H
ll rights reserved
. In this case, the
R Module Image
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202
8.9 Salary Statement
When an employee receives his
salary slip is issued to him afte
Again, different companies hav
employee is concerned. The gra
higher the grade of the employ
will be the demarcation betwee
with it.
The Salary Statement gives deta
i) Emp. Code - The
ii) Emp. Name – The
iii) Designation – The
iv) Leave Summary-
© 2010 eresource Infotech Private Limited. A
monthly salary, it is not given to him straight
r a whole gamut of additions and deduction
e their own fixed criteria as far as calculating
de of the employee also plays a prominent r
ee, the higher will be the perks he gets, and
the basic salary and the other remunerations
HR Module Image 2.28
ils of the salary as follows (Refer to HR Module
ode number of the employee
ame of the employee
designation of the employee
he summary of the leaves taken by the employ
ll rights reserved
off the hat. The
are done on it.
the salary of an
le in this, as the
ence the higher
associated along
Image 2.28):
ee
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203 © 2010 eresource Infotech Private Limited. All rights reserved
v.) Days – The number of days for which salary is to be paid
vi) Leave – The total number of days the employee took leave
vii) OT HRS – The overtime hours
viii) Basic - The Basic salary as per the salary structure of employee
ix) Earned Salary - The Basic earned by the employee
x) OT - The OT earned by the employeexi) Bonus - The Bonus earned by the employee
xii) Manager Allowance - The Manager Allowance earned by the employee
xiii) HR Allowance - The HR Allowance earned by the employee
xiv) Medical Allowance - The Medical Allowance earned by the employee
xv) Education Allowance - The Education Allowance earned by the employee
xvi) Washing Allowance - The Washing Allowance earned by the employee
xvii) Conveyance Allowance - The Conveyance Allowance earned by the employee
xviii) Attendance Bonus - The Attendance Bonus earned by the employee
xix) Arrears - The Arrears earned by the employee
xx) Total Earning - Total of all the earning heads
xxi) D Group - The deduction under head D Group for the employee
xxii) Other Deduction - The deduction under head Other Deduction for the employee
xxiii) Professional Tax - The deduction under head Professional Tax for the employee
xxiv) Provident Fund - The deduction under head Provident Fund for the employee
xxv) PT On Arrears - The deduction under head PT On Arrears for the employee
xxvi) Interest On Loan - The deduction under head Interest On Loan for the employee
xxvii) Loan Installment - The deduction under head Loan Installment for the employee
xxviii) Advances - The deduction under head Advances for the employee
xxix) ESIC - The deduction under head ESIC for the employee
xxx) FEST ADV - The deduction under head FEST ADV for the employee
xxxi) INCOME TAX DED - The deduction under head INCOME TAX DED for theemployee
xxxii) Labor Welfare Fund - The deduction under head Labor Welfare Fund for the
employee
xxxiii) Total Deduction - Total of all the deductions of various heads
xxxiv) Net Amount - Net salary to be paid to employee
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204
The Final Excel sheet format ca
2.29)
8.10 Salary Slip
The Salary Slip is basically a stat
month and gives the details of
This enables the employee to g
decrease for that particular mon
To access the Payroll Rep
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.29
n be filed away as a physical copy (Refer to H
ment which is handed over to the employee a
his salary with regards to any add-ons, deduc
t a clear picture as to how the salary has had
th, and leaves no room for any ambiguity.
orts:
ll rights reserved
R Module Image
t the end of each
tions, taxes, etc.
an increase or a
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205 © 2010 eresource Infotech Private Limited. All rights reserved
i.) Select the “Reports” icon on the top of the screen
ii.) Select the “Salary Slip” icon
iii.) Select the “Month” for which the report is required and the “Name of the Report” from
the options given in the drop down boxes. In the “name of the Report” option, select the
“Salary Slip” icon
iv.) Click the “Go” button to generate the report. To cancel the report generation, click
“Cancel”.
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206
A facility is provided here to ge
based on the check boxes which
The Final PDF sheet for
Image 2.31).
© 2010 eresource Infotech Private Limited. A
HR Module Image 2.30
erate the salary slips of an employee or a gro
have been selected.
at can be filed away as a physical copy (Ref
ll rights reserved
up of employees
r to HR Module
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207 © 2010 eresource Infotech Private Limited. A
HR Module Image 2.31
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ll rights reserved
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