HR and Payroll Management

HUMAN RESOURCE MANAGEMENT1. Introduction Human Resource module of Farvision ERP provides for complete management of your HR function from the time of recruitment until retirement. Some of the key features of the Human Resources module are: 2. New Joinee Cycle Overview Setup  Manpower Budget Test Master Skill Master Interview Master Interview Panel Document Master Consultancy Master Recruitment Post Request Application/Database Interview Attendance Interview Feedback Role Assignment Resume Database Appointment New Appointment List Employee Resignation/Release Employee Organization Transfer Requisition IT Facilities Employee Confirmation Increment Letter Employee Retirement Extension 3. Training Overview Setup Training Master Training Calendar Setup Transaction Training Nomination Training Attendance Training Feedback Form 4. Appraisal Overview Setup  Appraisal Period Setup Evaluation Weightage Setup Transaction Appraisal Definition Master © Copyright Gamut Infosystems Limited. 1 Compensatory. grade. 2 . Induction Overview Setup Induction Group Induction Master Transaction Employee Orientation Orientation Feedback 6. Functional Attributes a. grade when the employee is created. Study. Casual. For each division and combination. Suspension. can be user defined). Re-Payment) Cost Centre wise Budget Training Planning Tracking of Company Provided Items Appraisal 7.Reviewer’s Weightage Setup Appraisal KPI Setup Appraisal KPI Weightage Setup Appraisal KPI List Auto Generated Setup Employee KPI List Employee self evaluation Upper Level Evaluation KRA sheet KRA Calculation 5. Key Areas Man power requirement Planning Position Management Advertisement Accepting CV Details Interview Recruitment Confirmation of Appointment Creation of Employee Employee’s Personnel Information Employee’s Document Details Employee’s Family Details Confirmation after Probation Promotions Transfers Change in Contract Types Leaving Planning / Vacation Schedule Leave Application & Leave Balance Tracking (Annual. © Copyright Gamut Infosystems Limited. Maternity. position required can be accepted and system keeps track of positions filled against each division. Sick. etc) Leave Resumption Leave Cancellation Loan/Advance Tracking (Application . Manpower Requirement Planning Farvision ERP enables capture of information of manpower requirement by division. transferred etc. grade etc. (The Levels division. Pilgrimage. Employee’s Personnel Information Farvision ERP enables to capture of employee’s personnel information like employee’s next of kin. job applied for etc.e. d.(without recruitment process in case of existing employees). position. previous company name. system enables capturing information for recruitment offer and sending recruitment offer letter to candidate. Employee code is assigned to the candidate at this point in time and an employee is created with all the information captured in recruitment offer. fax. Creation of Employee Creation of new employees can be on the basis of confirmation of appointment or can be direct. location. CV Details On the basis of advertisement. training details. media in which advertised . Confirmation of Appointment On the basis of recruitment offer. sending rejection/selection/hold letter. Advertisement Farvision ERP enables capture of advertisement details like date of advertisement . Position Management Farvision ERP enables capture of details of each position required in the company. a candidate then would confirm his appointment with the company. sub-section. 3 . h. probation period. training attended by candidate. section. department. address. calling a candidate for an interview. duration of work etc. The information likes job title. department. job grade. user can define the contents like. e. sub-section. user can have facility to capture experience of candidate. date to start work etc. cost of advertisement etc. details of contact person . religion. contract validity period etc. address of next of kin. Job Title. can be captured. pager.e. sex.b. cost centre. System enables user defined formats for CV i. personal grade. martial status. etc. Farvision ERP enables capture of information like employee’s name. © Copyright Gamut Infosystems Limited. short name. For each of these. section. Recruitment. The information like full name of candidate. address. Farvision ERP would enable capturing CV details from various candidates. division. present & permanent address. c. and mobile details. System maintains records of budget for advertisement and actual against the budget. Can also be captured if not already entered in CV. f. languages known by candidate etc. Farvision ERP enables capture of information like contract sign date. job description etc. Interview Farvision ERP enables tracking of multiple stages of interview i. g. Recruitment Offer On the basis of CV Details and selection in interview. long name. telephone. Information likes experience. i. date of joining. country advertised in . can be captured. The format for each of this letter can be user-defined. contract type. qualification required . nationality. division. short name. Document details of family members also can be captured. Change in Contract Type Farvision ERP enables capturing of information of new contract details of an employee when existing terms in contracts are changed. 4 . p. contract type also would change. Leave Resumption Farvision ERP enables capturing of prior or later resumption of duties. Transfers Farvision ERP enables transfer of an employee to new position or new division or new department or new location or new cost centre or to new company within group of companies. Passport. details like name. employee would be transferred to new position. the salary would be revised. maternity leave) based on approval by management. Employee when transferred. m. appointment allowance applicability can be captured. n. Emergency Leave. Maternity Leave. Can be captured. Employee’s Document Details Farvision ERP enables capture of details of employee’s documents viz. k. renewable etc. System intimates report for the list of employees to be confirmed during a month. expiry date. birth date etc. Compensatory Leave etc. Promotions Farvision ERP enables capturing promotion details of an employee. Leave balance & Leave payments are automatically adjusted depending on excess/less days. Leave Application & Leave Balance Tracking Farvision ERP enables tracking of various type of leaves viz Annual Leave. relationship with employee. processed for leave salary payment (in case of annual leave. Information like type of leave. start date. Information like date of confirmation. Information like issue date. System enables facility for individual employee to apply for his/her leave . can be captured. Driving license. Casual Leave. his/her contract would change. l. System automatically tracks leave balance when employee proceeds for leave and gives warnings subsequently when applied for leave next time if there is no leave balance. © Copyright Gamut Infosystems Limited. System enables printing of expiry report based on above information. Leave Planning / Vacation Schedule Farvision ERP enables capturing of information of leave planning for each employee for the year. which can be further . Confirmation after Probation Farvision ERP enables capturing of employee’s confirmation details for the employee’s who are on probation. System enables processing of end of service benefits when transferred to the new company of a group. o. The personal grade of an employee would change when promoted. dependent Y/N?. Information like new contract type . Also. end date etc. place of issue. r. Visa card etc. can be captured. q. Employee’s Family Details Farvision ERP enables capture of details of employee’s family members. Can be captured.j. validity period. Sick Leave. payment to employee. Actual score can be given at the time of appraisal. Information like training details. Loan / Advance Tracking (Application . Information like name of apprise. Leave balance & Leave payments are automatically adjusted. Reports Employee Status Report Superannuation Report Analysis Of Business Trip Analysis Of Trip Direct Costs Employees Confirmed During Period Employees To Be Confirmed During Period Manpower Comparative Statement Manpower Plan Report Pending Documents For Renewal Position Status Report Summary Business Trip Summary Business Trip Cc Wise Vacation Schedule Reports Renewal Due Reports for a document Provision for Gratuity Provision for Leave Pay & Passage Provision for Labor Benefits Leave Due Report Employee Leave History Report Yearly Leave Applications Training Details Performance ratings © Copyright Gamut Infosystems Limited. System also enables tracking of returning of these items. salary change recommended. can be captured. Appraisal Farvision ERP enables definition of appraisal criteria (Key Objectives & Performance Criteria) for each employee with the weightage for each performance criteria. Re-Payment) Farvision ERP enables capturing of loan/advance application. can be captured. Tracking Of Company Provided Items Farvision ERP enables capturing of details of items provided/sponsored to the employee. v. trip expense budgets and other expense budgets by cost centre. promotions recommended. training recommended etc. u. Suspension. Cost Centre Wise Budgets Farvision ERP enables capturing of advertisement budgets.s. Training Planning Farvision ERP enables capturing of training plans for each employee for the year. monthly loans deduction installments amount and subsequently loan/advance re-payment. appraisal period. score obtained. 8. t. training cost. duration etc. w. 5 . x. appraiser. Leave Cancellation Farvision ERP enables cancellation of already approved leave. Farvision ERP also keeps track of employee’s personnel details such as Passport. Introduction Farvision ERP calculates payroll for daily paid employee (labor) as well as monthly paid (management) employees and caters to overtime pay calculations as per the local labor laws. Instead of waiting till the end of the month to process his settlement with the normal payroll run. dependents passports. as paid employees Complete leave history Employee’s Photographs & Signatures Provision to down load data in ASCII format through attendance punching machine or any other device. Transfer. Salary Revision Attendance Overtime Leave Salary Payment Non-Monthly /Adhoc /In-Kind End of service Benefits © Copyright Gamut Infosystems Limited. this module is integrated with the Farvision ERP General Ledger and Budgeting module and offers majors advantages in improving payroll calculations. Farvision ERP provides for automatic generation of journal vouchers for finance department. Farvision ERP provides the option to print pay-slips for employees as well as bank transfer letters. Grade . Functional Attributes Payroll Module has following information flow. The Payroll Module provides complete and flexible methods of managing your payroll calculations. As with other modules. Multi-Department Multiple week-off days and different off-days for different employees Multi-Locations. Job Costing Module Automatic journal voucher entries to Farvision ERP Financials module 3. Position etc. allowance. The system also caters to various leave categories and tracks employee leave depending on his category and also caters to the requirements of leave pay passage. Contract Type Change etc. salary benefits. In the middle of the month.) Employee Payment Information Change in salary due to Promotions.Company Multi-Division .Payroll & Personnel Management Overview of Creation of Employee Master Overview of Salary Processing 1. visas. Job Title. Integration with Farvision ERP Financials. Farvision ERP gives you the flexibility to select employees for payroll processing for the month and provides for exception reports. Multi-Cost Centre Multi-Currencies User definable overtime ratings Payment to employee in any currency Arrears Calculations Cash/Cheque/Bank Payments Salary Change effective any date User defined Payroll Processing Period Complete Salary History Payment to Hourly/Daily/Monthly etc.e. attendance details. you have the option of processing only his payroll for final settlement. The benefit is. overtime etc. leave facilities. Key Features Multi. Definition of applicable allowances at user defined level (i. 6 . if an employee leaves the company / is terminated. 2. The payments for all variable earnings/deduction are done as per the number of days the employee is present. System also caters to adjustment of leave salary in case of leave cancellation or prior/later resumption then the date of expectation of resumption. Grade. his/her salary would also change. 7 . Payments for all fixed earnings/deductions are done for the complete payroll period in spite of any number of days of absenteeism. (E. level which can further be referenced at employee. b. g. currency in which amount to be paid.e. foreign currency amount. In-Kind Payments System enables capturing information for payments done in a form of In-Kind. System enables capturing of salary revision information while capturing information about promotions.) h.a. Salary Change Due to Promotions/Transfers/Contract Type Change When an employee is promoted or transferred or when contract type of employee changes. c. Salary Revision System enables capturing revision which would not be as a result of promotions. These payments are not part of payroll but are captured in the system for information purpose. i. Overtime System enables capturing of overtime information for the employees. transfers or contract type change. The level (i. Non –Monthly /Adhoc /In-kind Payments System enables capturing of information for payments done for quarter. But which could be based on management decision to change the salary. transfers etc. System facilitates user-defined overtime rates specifying minimum hours criteria & maximum hours in a month ceiling. Housing allowance can be paid to employee for year or for six months etc. Attendance System enables capturing attendance information for all the employees. Definition Of Applicable Earnings / Deductions Systems enables defining earnings/deductions at grade. Job Title etc. Leave Salary Payment System enables payment of leave salary based on leave period approved by management. System also facilitates generating attendance records automatically for monthly paid employees where only the required details can be changed. f.) can be user-defined. half year or for annual for any user defined period. job title etc. Adhoc System enables capturing of information for payments done adhoc which are not part of payroll but can be as a result of reimbursement of petty cash voucher etc. e. local currency amount can be specified. The earnings/deductions heads.g. d. System facilitates overtime payment in the current processing period or in the next processing period based on company policy for overtime payment. © Copyright Gamut Infosystems Limited. TAX Register TDS EPFO-CSV Employee Salary TDS(Form16) Employee Income Tax Declaration Form Quarterly E-TDS(Form 24Q) © Copyright Gamut Infosystems Limited. Reports Available Basic Registers and Report CTC Variance Register Employee CTC Register Employee Payslip Employee Pay Register Employee Leave Register Leave Encashment Details Employee Advance Register Bank Advice Monthly Variable Checklist Employee Variance Report Employee Loan Register Employee Final Settlement Employee YTD Statement Year Wise CTC Register Employee LIC Register LTA Medical Register MIS Reports Employee Dependent Details Employee List Employee Group Wise Report Business Segment Control Statement Employee Master Card Group Wise Register Employee Liability Register PF PF Register PF Challan Form5 Form10 Form3A Form12A Form6A ESI ESI Form5 ESI Challan ESI Register ESI Form7 ESI Form6 ESI Form37 ESI Declaration Forms ESI Summary P. death. End of service can be as a result of termination. resignation. 4.j. 8 . retirement etc. End of Service Benefits System enables calculation of end of service benefit for the employee based on his joining date and end of service date.TAX P.TAX Challan P.