Hrm Process Steps

HRM

PROCESS FLOW DIAGRAM

HUMAN RESOURCE MANAGEMENT PROCESS FLOW DIAGRAM VERSION: 0.1 BY

UNISIS SOLUTIONS

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HRM

PROCESS FLOW DIAGRAM

Contents PROCESS- 1: SETTING UP EMPLOYEE .................................................................................................... 3 PROCESS- 2: CREATING LEAVE APPLICATION........................................................................................ 4 PROCESS -3: CREATING LEAVE APPLICATION........................................................................................ 5 PROCESS-4: LOAN APPLICATION ........................................................................................................... 6 PROCESS-5: WORK ORDER REQUEST .................................................................................................... 7 PROCESS-6: WORK ALLOTMENT ........................................................................................................... 8 PROCESS-7: ATTENDANCE PROCESS ..................................................................................................... 9 PROCESS-8: TRAINING PROCESS ......................................................................................................... 10 PROCESS-9: VACATION APPLICATION ................................................................................................. 11 PROCESS-10: PAY BILL ......................................................................................................................... 12 PROCESS-11: EOS PROCESS ................................................................................................................. 13 PROCESS-11: PROMOTION/INCREMENT PROCESS ............................................................................. 14

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PROCESS FLOW DIAGRAM

PROCESS- 1: SETTING UP EMPLOYEE

STEP-1 Confirm that you have entered data to the following master files Category Designation Cost center Visa Nationality

STEP -2 Enter relevant data for the employee, mandatory fields are: Code Name Department Grade Employee status Basic pay Visa Designation Category Mode of payment

STEP-3 Save data using the SAVE button.

STEP-4 View/edit entered data using EDIT/VIEW tab

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PROCESS- 2: CREATING LEAVE APPLICATION

STEP-1 Confirm that you have entered data to the following master files Leave type(in admin type master) Employee master Employee vs. Leave

STEP -2 Enter relevant data for the employee, mandatory fields are: Employee name Application date From date

STEP-3 Save data using the APPLY button.

STEP-4 To cancel the leave entered use CANCEL tab

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PROCESS -3: CREATING LEAVE APPLICATION

STEP-1 Confirm that you have entered data to the following master files Leave type(in admin type master) Employee master Employee vs. Leave

STEP -2 Enter relevant data for the leave application, mandatory fields are: Employee name Application date From date

STEP-3 Save data using the APPLY button.

STEP-4 To cancel the leave entered use CANCEL tab

STEP-5 User can do the approve/reject using the LEAVE APPROVAL forms

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PROCESS FLOW DIAGRAM

PROCESS-4: LOAN APPLICATION

STEP-1 Confirm that you have entered data to the following master files Employee master Loan master

STEP -2 Enter relevant data for the loan application, mandatory fields are: Employee name Loan Name Amount EMI

STEP-3 Save data using the APPLY button.

STEP-4 To approve or reject a loan application use the LOAN APPROVAL form

STEP-5 To short close an existing loan you can use the LOAN SHORT CLOSE form.

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PROCESS-5: WORK ORDER REQUEST

STEP-1 Confirm that you have entered data to the following master files Project Work Job Work category

STEP -2 Enter relevant data for the work order request, mandatory fields are: Start Date End date Work category Project Work Job Work period No. of employee

STEP-3 Add the requirement using the ADD button. (You can add multiple requests)

STEP-4 To save the data click SAVE Button.

STEP-5 To view/edit the entered work order requests use the VIEW/ EDIT tab

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PROCESS FLOW DIAGRAM

PROCESS-6: WORK ALLOTMENT

STEP-1 Confirm that you have entered data to the following masters & transaction files Employee master Employee vs skill Work order request

STEP -2 Enter relevant data for the work allotment, mandatory fields are: Work order request number Work Name Job name Skill set

STEP-3 Select the skills required and click on the SEARCH button to get the list of employees with the current selected skill set

STEP-4 Enter the Start Date and End Date of employee allocated to the work.

STEP-5 Save the data entered using the SAVE button.

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PROCESS-7: ATTENDANCE PROCESS

STEP-1 Confirm that you have entered data to the following master files Employee master Shift master Holiday master Leave master

STEP -2(MANUAL) Attendance entry: use the attendance entry form under HRM transaction to enter each employees work time and overtime for the corresponding date

STEP-2(AUTO) Confirm that the current months punch card data is uploaded using the file upload provided under the HRM master.

STEP-3(AUTO) Use the attendance pro under HRM transaction to process the attendance for a particular period.

STEP-4 The above auto or manual data processed can be viewed in the reports

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PROCESS-8: TRAINING PROCESS

Step-1 Confirm that you have entered data to the following master files Employee master Training master

STEP -2 Enter relevant data for the training request, mandatory fields are: Employee name Training type Training On Training start date Training end date Trainer Training location

STEP-3 Save data using the SAVE button.

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PROCESS-9: VACATION APPLICATION

STEP-1 Confirm that you have entered data to the following master files Employee master Vacation master

STEP -2 Enter relevant data for the vacation application, mandatory fields are: Employee name Start Date End Date

STEP-3 Save data using the Apply button.

STEP-4 To approve or reject a vacation application use the Vacation Process Screen form

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PROCESS-10: PAY BILL

STEP-1 Confirm that you have entered data to the following master files Employee master Designation Loan master Allowance Deduction Attendance Overtime Shift Vacation surrender

STEP -2 Enter relevant date from and to date for which the pay bill has to be prepared.

STEP-3 Click the Process button to process the pay bill and to posting the pay bill processed to the account module click Post to Account button

STEP-4 The pay bill processed can be viewed in the report module.

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PROCESS-11: EOS PROCESS

STEP-1 Confirm that you have entered data to the following master files Employee master EOS master EOS policy master(under HRM setups)

STEP -2 Enter relevant data for the EOS Process, mandatory fields are: Employee name EOS policy

STEP-3 Save data using the SAVE button.

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PROCESS-11: PROMOTION/INCREMENT PROCESS

STEP-1 Confirm that you have entered data to the following master files Employee master Designation Policy

STEP -2 Enter relevant data for the promotion/increment forms, mandatory fields are: Employee name Order Number Select increment or promotion form the check list New Designation New CTC Promotion/Increment Date Next Promotion/Increment Date

STEP-3 Save data using the SANCTION button.

STEP-4 To view the pending promotion/increment list click the PENDING tab. The list is based on the values detailed in the promotion/increment master.

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