HRMS

Dashboard 20

• Dashboard
• How to remove/delete policy and manuals
• Geo Location V/s Geo Tagging
• 1.1 HEADER - BRANDING
• 1.2 Modular Menus and Navigation

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OnBoarding 2

• Onboarding - Register a Candidate
• Candidate Approval process

3.1 Employee Master 38

• 3.1.1 Add New Employee
• 3.1.2 Approve Employee Personal Details
• 3.3.1 Add/Modify Contract
• 3.1.1.5 Approve Confirmation
• 3.1.5 Probation Confirmation

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6.1 Leave Records 12

• 6.1.2 Leave Withdrawal - Admin
• 6.1.5 Compensatory and Optional leave Credit
• 6.1.6 Leave Encashment
• 6.1.7 Add Holiday List
• Set Additional Weekoff without Attendance Module

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6.2 Reports 10

• 6.2.1 Leave Calendar of team members
• 6.2.2 Leave Card
• 6.2.5 Leave Taken Report
• 6.2.9 Top Leave Takers
• 6.2.7 Unapproved Leave Requests

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6.3 Leave ESS 4

• 6.3.1 Leave Application/Apply Process in ESS
• Leave Approval Process
• 6.3.5 Holiday Work (HW) for Compensatory Off (CO)
• 6.3.6 Leave Report ESS

Leave 8

• Process to credit Leave balance if instance is created in the mid e Year
• Upload Leave Opening Balances
• FAQ on error messages while adding or uploading Leave Taken Data
• Employee Leave Days are not calculated / Not able to apply for Leave / Employee In-time and Out-time are not displayed correctly
• Update the CC email address for notifications

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4.1 Records 9

• 4.1.1 Add Clock In/Out Manually
• Approve Overtime
• Approve Short Working Hrs
• 4.1.6 Biometric Card
• 4.1.2 Delete Clock In/Out Record

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4.2 In-Process 5

• 4.2.1 Attach Roster
• 4.2.2 Attach Roster (In Bulk)
• 4.2.3 Attendance Group
• 4.2.4 Upload Attendance File
• 4.2.5 Month End Processing

4.3 Reports 9

• 4.3.2 Monthly Attendance
• 4.3.5 Geo Location
• 4.3.6 Attendance Wage Register
• 4.3.7 View In/Out Report
• 4.3.9 Manual Swipe Regularization

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Attendance ESS 6

• Process to create new Roster
• 4.1 Attendance Regularization Process
• Mobile App Attendance
• Bio-Metric Integration Requirements
• 4.3 View In & Out Details- ESS

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5.1 Salary Inputs 11

• 5.1.1 Payroll Data (Import) Salary Input
• 5.1.2 Monthly Inputs (Variable Pay or Deductions)
• 5.1.3 Investment Details Entry by Admin
• 5.1.4 Payroll Adjustments Entry
• Reimbursement behaviour in three scenarios:

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5.2 In-Process 8

• 5.2.1 Generate Payroll
• 5.2.2 Payroll Generation Status
• 5.2.3 Close Payroll Period
• 5.2. 4 Approve Form B/C
• 5.2.6 How to Nullify Form B

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5.3 Payroll Reports 14

• 5.3.1 Salary Statement
• 5.3.2 Pay Slip
• 5.3.4 IT Computation
• 5.3.5 Payroll Custom report
• 5.3.3 Month- Wise Pay View

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5.4 Statutory Reports 9

• 5.4.1 ESI, PF & Income Tax Monthly Report
• 5.4.3 Income Tax Monthly
• 5.4.2 PF Monthly Report
• 5.4.4 How To generate Form 16/Income Tax Form16
• 5.4.5 How to Upload form 16 Part A & Part B

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5.5 ETDS 2

• 5.5.1 Income Tax Challan Details
• 5.5.2 e-TDS Report (ANNEXURE)

5.6 Reimbursement 5

• 5.6.1 Reimbursements(Admin/Finance)
• Reimbursement behaviour in three scenarios
• 5.6.2 Reimbursement Report/Status
• 5.6.3 Reimbursement Entry(Self Login/ESS/Admin)
• Reimbursement Exemption in Emportant

5.7 Salary Advances 4

• 5.7.4 Modify Advance
• 5.7.1 Advance Issuance
• 5.7.2 Advance Report & Analytics
• 5.7.3 Payroll Advance Process

Exit 17

• 7.3 Separation Entry
• 7.7 Exit Report
• 7.4 FNF Process (Full & Final Settlement)
• 7.5 FNF Settlement Report / Re-open FNF
• 7.6 FnF Settlement Statement

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10. Timesheet 9

• 10.8 Update Timesheet in ESS
• 10.6 Time Sheet Report (Admin)
• 10.5 Time Sheet Approval
• 10.1 Time Sheet Setup
• 10.2 Create Project

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Asset 5

• Asset Group
• Asset Issue
• Asset Return
• Item Request Approval
• Asset Reports

Check List 4

• CheckList Process
• Create Check List
• Attach Checklist
• Check List Report

8.1 Letters 3

• 8.1.1 Process to Create Letter Template
• 8.1.2 Process to create Letter
• 8.1.3 Process to view old generated letters

HR Service Desk 3

• HR Service Desk(Self Role)
• Service Desk Category
• Service Request Approval

8.2 Organizational Chart 5

• 8.2.1 Organization Chart Display
• 8.2.2 Organization Chart-Create Root Position
• 8.2.3 Organization Chart - Create Organization Position
• 8.2.4 Organization Chart - Employee Position Upload
• Organization Chart - Change Position/Reporting Manager

8.3 Transfer 2

• 8.3.1 Employee Transfer from One Unit to Another Unit
• 8.3.2 Employee Transfer Report

Event Calendar 0

9.1 System Security 9

• 9.1.6 Process to send login Credentials to employees (Manage Login Id)
• 9.1.1 Process to update company Address & Logo (Account Option)
• 9.1.3 Role Attachment
• 9.1.4 Access Right Details
• 9.1.7 Unlock Employee Login

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9.3 HRIS 5

• 9.3.1 Add New Bank
• 9.3.2 Create New Designation/Department/Grade/Branch
• 9.3.3 Configure family details & Relationship if it is showing blank
• 9.3.4 How to Add New Designation
• 9.3.5 How to add new Document Type

9.4 Leave 0

9.6 Attendance 3

• 9.6.1 Process to Create Roster
• How to restrict attendance regularization limitation
• Process to Create Shift

9.5 Payroll 3

• 9.5.1 IT FORM SETUP B & C
• 9.5.2 Update Employee's New PAN number
• 9.6.3 Income Tax Rest Month Calculation

Time sheet 3

• Create Project
• Assign to Resource
• Assign Project Mgr

Configuration 5

• How to change Employee No Length ?
• How to Remove Annual Salary Section from Payslip
• Configure Retirement Age in account option?
• Process to set parallel approver for Leave Application
• 9.1.2 Monitoring Report

2.1 HRIS 8

• 2.1.7 Upload Employees Emergency Address
• 2.1.2 Mapping/Posting (Add Grade/designation/Department)
• 2.1.8 Statutory Repository Upload
• 2.1.1 Master Upload
• 2.1.5 Employee Family Details Upload

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2.4 Payroll 1

• 2.4.2 Payroll Uploaded Data Log

2.2 Leave 2

• 2.2.1 Leave Balance Upload
• 2.2.2 Upload Leave Taken data

2.3 Attendance 1

• How to upload Attendance sheet

PMS 4

• How to configure PMS in the system.
• KRA uploaded for the employee, but employee can not see his KRA.
• Employee is not able to View his PMS form ( PMS form is not coming in lookup).
• KRA self-rating not enabled for employee can not fill up PMS Form.

PIP 4

• PIP TEMPLATE
• PIP Mapping
• PIP Process
• PIP Approval & Report

Recruitment 7

• Schedule Interview for new recruit
• Candidates Screening
• Process to add Third Party vendor's detail for recruitment
• Manpower Requisition - Recruitment
• Approve Manpower Requisition (MRF)

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11.1 Administration 10

• 11.1.1 Training - Add Course details
• 11.1.4 Training Schedule
• 11.1.5 Training Nomination
• Training Course Attendance
• 11.1.8 Training Request Approval

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11.2 Report 1

• 11.2.1 Training Report

11.3 Training (ESS) 3

• 11.3.1 Employee can request for Training Request
• 11.3.2 Training Search (ESS)
• 11.3.3 Training Test (ESS)

Resource center 7

• 100 HR words
• Tax Regima
• Notification Changes in EPF
• 11.17.2020 - New Release Training Management
• 11.04.2020 - New Release Performance Improvement Plan (PIP)

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Single Sign on 1

• Single Sign on

General FAQ 8

• What services does Emportant provide?
• I already have a CA or software handling payroll. What makes you different?
• Using Emportant on Microsoft Internet Explorer IE browser
• How does onboarding work if I already have employees who have been paid this year?
• What is the difference between an employee and a contractor?

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Automation options 1

• New Financial Year updation

Security / Network Architecture 1

• HRMS Data Backup / Data Export option

Integration 3

• Send attendance data to Emportant by using our DLL
• Automated attendance data integration from SQL Server databases
• Deployment steps for Attendance integration with third party readers

Custom 6

• 5.3.14 Employee CTC Report
• 6.1.10 Credit Days Worked
• 6.1.11 Delete Application
• How can I get the total available head counts in HRMS account?
• Process to enable/disable Attendance Abbreviation

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11.1 Administration 0

Expenses 0