user guide for corehr module (bizx)

Infinite Computer Solutions (India) Ltd.

Plot No. 157, EPIP Zone, Phase 2, Whitefield, Bangalore-560066

www.infinite.com

User Guide For CoreHR Module (BizX)

Doc Name Ver.# Author Approved by Date of Approval

BizX CoreHR Module - User Guide 1.1 Syed Sajjad Lemuel Paul 10-Jan-2019

This document is the property of and proprietary to Infinite Computer Solutions. Contents of this document should not be disclosed to any unauthorized person. This document may not, in whole or in part, be reduced, reproduced, stored in a retrieval system, translated, or transmitted in any form or by any means, electronic or mechanical outside the Infinite Network.

http://www.infinite.com/

Document Control

Document Release Date 10-Jan-2019

Intended Audience All regular employees and independent consultants of Infinite (All

Entities)

Applicability

The policy extends to all regular employees and independent consultants of Infinite (All Entities)

Revision History

Version Details of Changes Author Reviewed by Date of Release

Status

1.0 Initial Draft of CoreHR Module

Syed Sajjad Prranjul Srivastav 10-Jan-2019

Approved

1.1 Screen Shots updated with latest version release

Syed Sajjad Prranjul Srivastav

Glossary / Abbreviations / Acronyms

Short Form Explanation / Full form

Infinite / Company Infinite Computer Solutions

Related Documents

Sl. # Document title Version #

Guidelines

Table of Contents

Overview ............................................................................................................................................... 5 1 CoreHR Module ........................................................................................................................... 5 1.1 Scope of CoreHR Module ............................................................................................................ 5 1.2 Benefits ....................................................................................................................................... 6 1.3 Intended Audience...................................................................................................................... 6 1.4 Security Levels ............................................................................................................................ 6 1.5 System Setup/Configuration ....................................................................................................... 6 1.6 Roles and Responsibilities in CoreHR System ............................................................................. 7

Business Flow CoreHR Module............................................................................................................. 8 2 Application Login Flow Diagram ................................................................................................. 8 2.1 Application Home Page (CoreHR) ............................................................................................... 8 2.2 Application Flow Diagram (Home Page - CoreHR) .................................................................... 11 2.2.1 Available Options in CoreHR ..................................................................................................... 11 2.2.1.1 Employee Dashboard ................................................................................................................ 12

BizX CoreHR Module User’s Reference/Guide

1. BizX Overview BizX is an Infinite ERP tool, an employee portal which is secured website that connects you to Employee’s records. The portal allows you to navigate to different modules which is built on latest technology platform and details with a securely manner. BizX delivers a clean, consistent and user-friendly design and can be used on computers, mobiles and tablets, resulting in greater user satisfaction, quick turn-around time, timely submissions of expenses, timely approvals and quick access to upload receipts, visibility of costs, etc., The CoreHR module comes with its own Mobile Apps for iOS and Android, which allows users to view and update their details like personal details, educational, qualification & employment details, and renumeration details.

2. CoreHR Module The objective of the CoreHR module is to automate a HRMS Management System with workflows, processes and activities that are related to an individual’s personal data, in alignment to the Organization’s Policies and Procedures that are designed as part of the Quality Management System. CoreHR is a type of information system that is designed to manage an Organization's computerized and automated human resource (HR) processes. With the increase in Business complexity and competition, employee management has become increasingly more complicated and difficult. Employees expect more from their companies and companies expect more from employees. To achieve the maximum in each case, a proper system is required to manage employee expectations as well as their output. The proposed system is a web-based application and mobile friendly app downloadable from App Stores, to maintains a centralized repository of all personal information, integrated to other eco-systems and applications that feed master data that are created by various other departments and support functions. The system allows one to easily view and update their personal details and HR department to be able to process them with ease and ability to have a controlled tracking.

3. Benefits

• Ability to maintain and manage the Org level employee’s efficiently

• It improves employee self-service

• It is cost-effective

• Eliminates human error

• It is highly offering data Integrity and data security

• Integration to Master modules and a scalable solution for integration to other systems

• It is implemented and designed in a very simple manner that the software can be handled and controlled easily by an HR Ops and all Org level professionals

4. Intended Audience Below table defines the intended users with their permission levels:

Sl.No Roles Users Permission Level

1 Super Admin

• HR Head

• Chief Financial Officer (CFO)

• HR Ops and Biz HR

Full Control

2 Level-I • Employee View, Edit, Save

3 Level-II • Reporting Manager View, Edit, Save

5. Roles Based Access Details

• HR Admin

o Ability to view and access all the employee’s personal details

o Ability to generate the HRMS related reports

• Level-I & Level-II Users

o Ability to access, view and edit their respective personal details

o Ability to view their employee details like personal details, basic details, employment, qualification and educational details, and renumeration details

6. Application High Level Flow

7. Application Screens Walkthrough

LOGIN, DASHBOARD AND HOME PAGE

• Login page to BizX application using the Active Directory or Form based custom authentication

• Password is same as your webmail password. Once you enter password click on Sign In button.

• A view to the Landing screen. Employees can view below screen and quick access to all the modules

• A view to the Landing Dashboard screen. Managers can view pending requests count and a quick access to all the modules

Note: Depending on the User role, the tabs will be listed in the Expense module:

• For a regular employee, only the Create Expense & the My Expense tab will be displayed.

• • For an Approver such as a Reporting Manager/Project Manager/SBU Head/BU Head, the Pending Expenses tab will also be displayed.

• • For Finance Helpdesk, the Finance Approval tab will be displayed.

• • For CFO & Finance Helpdesk, the Expense Report will also be displayed.

2.2 Application Flow Diagram (Home Page - CoreHR)

2.2.1 Available Options in CoreHR

• All Employees will have access to CoreHR module as ready only. Only HR team will be the authorized team to view/edit the employee details.

2.2.1.1 Employee Dashboard

This feature is used to view the self-employee details in the portal based on login credentials and entity.

Screenshot:

• Below is the screenshot from the Employee Dashboard Page:

➢ Basic Information

➢ Other Basic Information

➢ Career Information

➢ Identity Information

➢ Address Information

➢ Qualifications

➢ Salary Details

➢ Employment History

➢ Document Upload

➢ Dependent Details

➢ References

➢ Visa Details

➢ Allocation History

➢ Separation Details

The below table provides the information, the fields which are displayed in Employee Dashboard → Employee Information page:

S.No Fields Name Sub Fields Name Field Type Type Mandate (Yes/No)

1 Basic

Information Basic Information

Title Drop down varchar Yes

First Name Text Box varchar Yes

Middle Name Text Box varchar Yes

Last Name Text Box varchar Yes

Gender Drop down varchar Yes

Date of Joining Calendar Control

varchar Yes

Date of Birth Calendar Control

varchar Yes

Age Text Box varchar Yes

Reporting Manager Text Box varchar Yes

Last Promotion Date Calendar Control

varchar Yes

Notice Period Text Box varchar Yes

2 Other Basic Information

Other Basic Information

Other Basic Information

Nick Name Text Box varchar Yes

Father Name Text Box varchar Yes

Mother Name Text Box varchar Yes


Nationality Drop down varchar Yes

UAN Text Box varchar Yes

Domicile State Drop down varchar Yes

Religion Drop down varchar Yes

Ex-Service Man Drop down varchar Yes

Mobile No Text Box varchar Yes

Personal Email Text Box varchar Yes

Identification Text Box varchar Yes

Sports Text Box varchar Yes

Hobbies Text Box varchar Yes

Office Extension Text Box varchar Yes

Workstation Text Box varchar Yes

Domain Information

Company Email Text Box varchar Yes

Login Account Text Box varchar Yes

Office Phone Text Box varchar Yes

PF Details PF Account No Text Box varchar Yes

ESI No Text Box varchar Yes

3 Career Information

Organization Drop down varchar Yes

Client Drop down varchar Yes

Project Drop down varchar Yes

Grade Drop down varchar Yes

Designation Title Drop down varchar Yes

BU Name Text Box varchar Yes

SBU Name Text Box varchar Yes

Unit Location Drop down varchar Yes

Office Location Drop down varchar Yes

Physical Location Drop down varchar Yes

4 Identity Information

Select Identity Drop down varchar Yes

Validity End Date Calendar Control

varchar Yes

Identity Number Text Box varchar Yes

Attachment Attachment varchar Yes

5 Address Information

Present Address

Full Address Text Box varchar Yes

Country Text Box varchar Yes

State Text Box varchar Yes

City Text Box varchar Yes

Zip Code Text Box varchar Yes


Landline No Text Box varchar Yes

Permanent Address Same as Present Address

Check Box varchar Yes

Permanent Address

Full Address Text Box varchar Yes

Country Text Box varchar Yes

State Text Box varchar Yes


Zip Code Text Box varchar Yes


Landline No Text Box varchar Yes

6 Qualifications

Qualification Drop down varchar Yes

Name of Institute Text Box varchar Yes

Name of University Text Box varchar Yes

Month Drop down varchar Yes

Year Drop down varchar Yes

Specialization Text Box varchar Yes

Percentage Text Box varchar Yes

Highest Education Check Box varchar Yes

7 Salary Details

Monthly Components

Basic Text Box numeric Yes

HRA Text Box numeric Yes

Educational Allowance Text Box numeric Yes

Advance Statutory Bonus Text Box numeric Yes

Infinite Flexible Benefit Plan (IFBP *)

Text Box numeric Yes

Monthly Gross Text Box numeric Yes

Annual Components

CTC Offered (HR Discussion)


LTA Text Box numeric Yes

PF (Employer Contribution)


Mediclaim and PAP Text Box numeric Yes

Gratuity Text Box numeric Yes

Annual Gross Text Box numeric Yes

Car Lease Text Box numeric Yes

Annual CTC Text Box numeric Yes

Variable Component

(Performance Bonus)

Variable Pay Text Box numeric Yes

Total CTC Text Box numeric Yes

Joining Bonus Paid Text Box numeric Yes

Effective Date Calendar Control

varchar Yes

Reason Calendar Control

varchar Yes

8 Employment History

Name of the Employer Text Box varchar Yes

From Date Calendar Control

varchar Yes

To Date Calendar Control

varchar Yes

Street Text Box varchar Yes


Pin Code Text Box varchar Yes

Position Held Text Box varchar Yes

Name of Reporting Manager

Text Box varchar Yes

Tel/Mob Number of Manager

Text Box varchar Yes

Email ID of Manager Text Box varchar Yes

Responsibilities Text Area varchar Yes

Reason(s) for Leaving Text Area varchar Yes

9 Document Upload We have few list of required mandatory documents

Attachment varchar Yes

10 Dependent Details

Name Text Box varchar Yes


Date of Birth Calendar Control

varchar Yes

Age Text Box varchar Yes

Relationship Drop down varchar Yes

Remarks Text Area varchar Yes

11 References

Name Text Box varchar Yes

Association Drop down varchar Yes

Contact Address Text Area varchar Yes

Phone Number Text Box varchar Yes

Known since Calendar Control

varchar Yes

12 Visa Details

Visa Type Drop down varchar Yes

Application Field Date Calendar Control

varchar Yes

Premium Processing Drop down varchar Yes

Application Approving Date

Calendar Control

varchar Yes

Petition Start Date Calendar Control

varchar Yes

Petition End Date Calendar Control

varchar Yes

I-94 Start Date Calendar Control

varchar Yes

I-94 Expiration Date Calendar Control

varchar Yes

Receipt # Text Box varchar Yes

Immigration Status Text Box varchar Yes

Remarks Text Box varchar Yes

Attachment Attachment varchar Yes

13 Allocation History

Project details will be shown here

List varchar Yes

14 Separation Details

Employee Status Label varchar Yes

Reliving Date Label varchar Yes

Resignation Remarks Label varchar Yes

Exit Interview Conducted Label varchar Yes

Re-Hire Remarks Label varchar Yes

Resignation Accepted (HR)

Label varchar Yes

Exit Process Followed Label varchar Yes

Attrition type Label varchar Yes

Details of Reason Label varchar Yes

Exit Interview Conducted Date

Label varchar Yes

Final Settlement Label varchar Yes

Resignation Date Label varchar Yes

HR Resignation Reason Label varchar Yes

Notice Period Served (in days)

Label varchar Yes

Suitable for rehire Label varchar Yes

Final Settlement Date Label varchar Yes