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“HRMates” is a finely crafted, comprehensive HRMS solution
for people and processes with a proven track record in
various organisations across domains, size, and countries.
Our layered design provides for fine-grained customisation,
automation, extension, keeping up with the organisational
policies and growth, and at the same time integrating with
other systems. For insights, HRMates provides deep
analytics at any date and its trend within a date range. We
offer an industry-first continuous engagement and simple
pricing model, accompanied by module wise flowcharts, help
documents and live demo links.
Strategic Partner
To Build Great
Organization
Functionality
HRMates has full suite of modules to manage
all people and process related functions in
an organization. The functionality extends
beyond HRMS, utilizing employee database and
organization structure to provide solutions
for safety, maintenance, approval workflows
etc.
Engagemen
t
With HRMates we have a unique engagement model by which we
automate all people related requirements in a single
solution, as per customer convenience. After initial
implementa tion we are able to align the implementation with
changing needs of the organization within the same monthly
cost. We always welcome client requests for new
functionality within people and process domain.
Integrations
HRMates is well integrates with other applications,
devices and IT Systems. Some integrations are with
ERP, Excel, Single sign on, Biometric devices,
Mobiles, Banks accounts & Statutory uploads, Digital
signatures and more.
Technique
HRMates rich configuration, customization and
extension options allows HRMates to work as
integral part of organization. Custom policy
requirements and automation are handled using
LogicBox™. This unique design makes HRMates
works exactly as per policy and requirements.
Why HRMates is strategic partner
HRMates is SaaS based solution, with a unique 3 layered architecture to allow fine-grained customization, automation and
extension.
Agnostic to Company,
Country, Region.
Full Coverage of People related functions and
processes
Application
LAYER
Framework
LogicBox
FUNCTION
Cloud optimized, Secure Rapid Application
Development
Controllers, Calculators, Validators to
implement fine-grained automation
VALUE
Agnostic to
Application domain
At Employee or Em-
ployee Groups Level,
Dated Changes
HRMates Technology
Meet Our Team
CEO
R P Singh Piyush Chandra
Director Sales
Founder and CEO, holds Bachelors
degree from IIT Kanpur in Computer
Science, with wide experience in
building word class products.
Director, holds Bachelors degree from
IIT Kanpur, has 34 years’ experience
in delivering services & solutions in
IT industry global Fortune 500
companies.
Malinda Balasooriya
Director, Human Resource Technologist
and over 20 years of experience as a HR
professional in strategic & operational HR
in different industries.
Head - Partner Development
Some of our clients
50,000+ Employees using HRMates
JOB DESCRIPTIONS
Manage Job Descriptions, Link to Vacancies and
Designations
VACANCIES MANAGEMENT
Manpower requisition within or out of Budget with
approval process, Publish Vacancies to website,
Employee Referral, Hiring consultants, Create Candidate
Evaluation Process, Customize Candidate Application
Form, Tag Vacancy with Recruiting Teams, Tag with
Client.
TEST MANAGEMENT
Maintain Subject wise Question Bank, Create Online
Tests with number of questions and time allowed,
Download Test Paper as PDF and enter marks obtained
manually
Talent Acquisition
Build great workforce, with Job
Descriptions database, Collaborative
Vacancy management. Applicant Tracking,
Evaluation process with stages and
ratings. Offer Letter process and
onboarding workflow.
APPLICANT TRACKING
Maintain Resume Database along with Candidate details like Id,
Photo Certificates etc, Identify Duplicate Resumes, Create Recruiting
Teams, Upload Resumes, Stage wise Resume Processing, Candidate
Document Submission, Salary Fitment, LOI, Offer Letter, Acceptance,
Joining, Local and International Onboarding Process
HIRING EVALUATION
Maintain Interview Questionnaire, Conduct Telephonic and Personal
Interviews, Online and Paper Test, Ratings, Final Rating, Rating
Comparison
OFFER LETTER & ONBOARDING
Depending on Country HRMates can allow Employees to provide inputs to
Payroll like tax deductibles expenses.
Request for documents like past salary slip, Generate and get Offer Letters
Approved, Send Offer Letter to Candidate for Acceptance, Revise Offer
Letter on Rejection, Onboarding Process
REPORTS & METRICS
View key metrics like Time to Hire, Time to Fill, Quality of Hiring and more. Transactional
reports to manage hiring process
Talent
Acquisition
ORG STRUCTURE
Up to 10 Levels Hierarchy, Org Chart, Use Org Structure in Workflows
BUDGETING
Create and Approve annual Budgets Unit and Designation wise,
Budget Change Process during year
POLICY MANUALS
Share all Policy Manual of the Organization, New Employee
Acknowledgement of Policy Documents, Existing Employee
Acknowledgement of Policy Changes
DOCUMENT SHARING
Share Commonly used templates and documents with group of
employees
TERMS & CONDITION
Physical and Electronic Document Acceptance and Signing
Workflows, Tracking and Audit
EMPLOYEE CATEGORIES
Permanent, Contract, Consultant, Casual, Intern, Freelancer, Expat
EMPLOYEE PROFILE
Personal and Contact Info, Present Address History, Official
Accommodation Records, Family, Academics, Past Employment,
Certifications, Training, Control Employee Editing, Approval Workflow for
certifications etc.
Workforce
Maintain great workforce, with fine-grained
employee database, budgets, policies,
complete life cycle management along
with collaborative evaluation from hiring to
exit.
Workforce
EMPLOYEE LIFE CYCLE
Joining to Exit Process, Notice Period, Reference Checks, Departments,
Designations, Locations, Transfers, Generate Letters, Elec- tronic and
Signed Letter Acceptance, Responsibility Management, Employee
Document Management, Disciplinary Actions.
PRE-BOARDING PROCESS
Documentation Completion Process by Candidate, Offer Letter Issue, Offer
Letter Acceptance Process, Joining
EMPLOYEE EXIT PROCESS
Voluntary and Involuntary exits, Resignation Request with Approval
Process, Employee Feedback, No Dues and Handover.
SURVEYS
Anonymous Surveys, Normal Surveys
ANNOUNCEMENTS
Company Announcements with image or videos.
EMAIL EMPLOYEES
Select Employees based on Department Location etc. Send email to
selected employees.
HELP DESK
Create Help Desks and Admins. Employees raise Requests, Discus- sion
Control for Employee and Admin to discuss about the request. Help Desk
Admin Panel
API
Employee Data
Leave &
Attendance
Attendance
• Fixed, Assigned, Roster and Pattern Shifts
• Plug and play biometrics integration
• Mobile app with geo coordinates, geocoding, face
capture, face recognition
• Work punch for field employees to mark field visits
• Group punch for group attendance
• Extra data capture like meals requirement at punch
• Regularization with approvals
• Holiday Calendars
• Present, Late and Overtime calculation as per
policy
• Monitor Absconding employees
Leave
• Leave Types and Entitlements
• Comp off policy
• Short leaves, On Duty
• Leave Policy Automation
• Reports & Analytics
• Exhaustive set of reports and analytics for
management and insights
Manage your workforce time with fine
controls for shifts, rosters, holidays,
week offs, punch capture, leave,
absence, overtime
SALARY MASTER
Setup Salary Masters, Calculations, Create dated salary masters for
employees, Multiple salary masters for same employee
TAX DECLARATION
Depending on Country HRMates can allow Employees to provide inputs to
Payroll like tax deductibles expenses. Form is Auto Generated when
Employee Crosses threshold Limit during financial year, Approval Process,
During Year Employee can update the form, Second Level Compliance
Process 2 months before end of Financial Year
LOANS & ADVANCES
Self Service Portal for Employees to Apply for Loan, System Valida-
tion of Loan Eligibility, Loan Approval Process, Bank Loan Payment on
behalf of Employee.
Payroll
Maintain Salary Masters, Tax
Declarations, Advances. Integrate
payroll with modules like attendance,
R & R. Automate calculations for
masters and payroll with input from
attendance.
SALARY PROCESSING
Generate Payroll or Upload generated Payroll, Approval Workflow, Part
Salary, Split Salary, Delay, Full & Final, Upload Components, Fully
Customizable Payroll architecture, Arrears, Ready Templates for India, Sri
Lanka, Kenya and other countries, Statutory Compliance's, Advances,
Variable Pay with Incentive Calculations, Employee Input form with
Approvals and Stages, Reimbursements with Approval Workflow,
Reimbursements carry forward, Ad-hoc Reimbursements, Salary Slips, Rule
based Employee Grouping for Distributed Management. Reports: Salary
Detailed, Summary and Variance
CONTRACT EMPLOYEE INVOICING
Generate and Distribute Invoices to be submitted by Contract
Employees. Invoice based on Salary Master and days worked.
Payroll
E-LIBRARY
Content with pre and post test submission and approval,
Employees can browse content, E-Library assignment
with repetition by managers with pre and post test,
obtain Learning lndex
CLASS TRAINING
Training Need Identification from Survey, Performance
Evaluation, Safety and maintenance incidences,
Manager and Employee requests, Scheduling, Pre-Post
Test, Feedback, Learning Index, Effectiveness Index
Training
Conduct training and learning activities
to help employees to acquire and
apply the knowledge, skills, abilities,
and attitudes needed by a particular
job and organization.
Talent
Management
EMPLOYEE PERFORMANCE
MANAGEMENT
Template based Setup allowing Multiple PMS Workflows,
Goals, Cascading Goals, Review Cycles and final
Appraisal, Areas, KRAs, KPIs, Custom Columns,
Calculators, Get Data from Attendance Employee Data
etc. Guidelines, Achievements, Strengths, Areas of
Improvement, Major Contributions, Create Performance
Improvement Plan for non-perform- ers, Create
Performance Potential Matrix and Talent Review Form,
Easy Monitoring.
EMPLOYEE DATA MANAGEMENT
Upload and Share Data with employees related to sales,
production etc., Setup Scheduled Data upload, Setup up
Employee View of Data, Use Data in Payroll, PMS etc.
TRAINING
Training Need Identification, TNI Workflow, Scheduling,
Pre-Post Test, Learning Index, Feedback, Effectiveness
Index, Training Material Repository (E-Library)
Continuous evaluation across
employee life cycle. Probation,
Trainee, Permanent, PIP and Exit.
Customizable to capture exact goals,
reviews and ratings from all stake
holders. With post evaluation
processing Talent Review, Bell Curve,
9 Box, Radar chart, Reports.
REWARDS & RECOGNITION
Module and Manual, Points and Value based Reward
Programs, Auto Calculation from other modules like Business
Excellence, Recognition, Social etc.
Recognition
Star Officer, Well Done, Applause, Peer to Peer
Tiering & Leaderboard
Top 10 charts
Redemption
Using internal options, Payouts and External Coupons.
Calculation Calculators using LogicBox
Reward &
Recognition
PROJECT MANAGEMENT
Create Projects, Tasks and link to Clients, Assign Tasks to
Employee Groups, Set Budgeted and Expected Hours
TIME SHEETS
Employees Log Actual Hours, Close Tasks and Projects, Client wise
reports, Utilization Reports, Reconciliation with Attendance Time,
Project Progress Report
TASK PLANNER
Plan Tasks based on KPI, Get Tasks Approved, Close Tasks with
Completed, Carry Forward, Cannot be completed status
Project Timesheets
Employee
Assets
ASSET GROUPS
Create Asset Groups and Managers
ASSET TYPES
Create Asset Types with custom fields
ASSET MANAGEMENT
Add Assets, Issue, Return, Retire, Adjust Asset loss
from Employee Salary
Employee
Expenses
TRAVEL MANAGEMENT
Local Outstation and International Travel, Create Trip by Employee or Admin,
Trip Approval Process, Ticketing Process, Advance Payment Process, Ticket
Cancellation Process, Trip Cancellation Process, Trip Expenses, Trip Expense
Approval Process, Final Settle- ment, Travel Expense Ledger, Auto Off Duty
leave application, Travel Policy Implementation (by City, Grade, Mode of Travel
etc.)
EXPENSE MANAGEMENT
For Employee Expenses, Process same as Travel
Management
GREETINGS
Automated Personal Birthday & Anniversary Greetings,
Holiday Greetings, Joining, Farewell Greetings, Send
Personal Messages
FAMILY CONNECT
Connect Employees and Family Members working
remotely with each other for social events.
LEAVE BANK
Employees donate leaves into Leave Bank.
Employees needing extra emergency leaves can
avail from bank after approval.
Social
Engagement
Business Excellence
KNOWLEDGE MANAGEMENT PORTAL
Central Portal for capturing Knowledge Related to Work. Submission
of Knowledge Piece by Employees and Approval. Use of Submission
in Reward and Recognition Program.
SUGGESTION PORTAL
Suggestion entry and Approval Workflow, Use suggestions data in
Rewards and Recognition, Kaizen Workflow
Operations
EMPLOYEE DATA
Define Data Name, Data Columns. Assign Managers who
can maintain the Data, Employee sees data on his
Employment Page. Examples are Training Records, Sales
Records etc.
APPROVAL PROCESS
Setup Approval form, add calculators, workflow with
logic, assign Initiators, add sponsors with logic control,
execution with approve, reject and revert and notify.
DISCUSSION GROUPS
Setup Discussion Groups based on Departments,
Employees. Employees participate in WhatsApp like
discussions, allowing for text, images, videos, sounds.
Employees get notified on new posts on HRMates app
MAINTENANCE PREVENTION
MP Sheet Submission, Approval
CORRECTIVE & PREVENTIVE ACTIONS
Central Portal for capturing Corrective and Preventive.
Submission of CAPA by Employees and Approval.
SAFETY
Enter Safety Observations, Automatic Escalations, Reports
and Analytics
Insights &
Governance
LOGIN
Workforce (Head Counts, Demographics, Attri- tion),
Workforce Trends, Attendance, Salary, Expense,
Performance, Knowledge, Sugges- tion, Rewards
and Recognition.
Analytics for any period and filters
REPORTS
Standard Informative Reports, Custom Reports, User
Input to filter Report Data, MIS Reports.
Reports for any period and filters
HEADCOUNT BUDGETS
Unit wise annual and incremental budgeting,
Vacancies approval based on Budget
LEGAL ENTITIES
Multiple legal entities within one HRMates account,
Grouping of multiple HRMates accounts
SECURITY, AUDIT, MONITORING
Third party security audits. Permission Based Access,
Audit Record for all Actions performed on System,
Integrate with organization Security Policies. Monitoring
dashboard for IT.
LOGIN
Inbuilt credentials management or Active Directory,
Google integration or a combination, Work on behalf
using Login As
DASHBOARD
Announcements, Greetings, Notifications, Holidays,
Leave Summary, Projects, Help Desk Request, Job
Description
ACCESS
Mobile and Web
LOCALIZATION
Sinhalese, Spanish, Tamil
Employee
Self Service
Managed Work Email
• Addresses on your domain like <email id>@<domain>.com
• Admin Panel to manage email, quotas, passwords etc
• Optional Integration with HRMates for auto creation of corporate
email on new joining, email account closure as part of exit workflow
• Spam control and free domain setup for best delivery
Access
• Web
• Outlook
• Gmail
• Thunderbird on mobile
Pricing
• Per email id per month
• Storage pricing for all emails in increment of 100GB
Restrictions
• Promotion Emails
More Details
Work Email
Solution EmailsMates.com
Industry Specific Features
1 2 3
5
4
Manufacturing
Line Balancing, Employee
Data, Roster Management,
R&R, MP Sheet,
Suggestion Portal, CAPA
IT Services
Time Sheets
Hiring & Placement
Services
Resume Processing,
Recruiting Teams
Retail
Employee Data, Mobile
Attendance, Expense
Management
Hospitals
Roster Management,
R&R, Suggestion Portal,
CAPA
Best way to explore HRMates is be to head to our live demo site below. On
Landing you will be the module groups and highlights of module groups. Clicking
on the group will open the module in HRMates live demo site.
Explore HRMates Demo
demo.hrmates.com
www.hrmates.com | demo.hrmates.com
Thanks
All

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HRMates Presentation

  • 1.
  • 2. “HRMates” is a finely crafted, comprehensive HRMS solution for people and processes with a proven track record in various organisations across domains, size, and countries. Our layered design provides for fine-grained customisation, automation, extension, keeping up with the organisational policies and growth, and at the same time integrating with other systems. For insights, HRMates provides deep analytics at any date and its trend within a date range. We offer an industry-first continuous engagement and simple pricing model, accompanied by module wise flowcharts, help documents and live demo links. Strategic Partner To Build Great Organization
  • 3. Functionality HRMates has full suite of modules to manage all people and process related functions in an organization. The functionality extends beyond HRMS, utilizing employee database and organization structure to provide solutions for safety, maintenance, approval workflows etc. Engagemen t With HRMates we have a unique engagement model by which we automate all people related requirements in a single solution, as per customer convenience. After initial implementa tion we are able to align the implementation with changing needs of the organization within the same monthly cost. We always welcome client requests for new functionality within people and process domain. Integrations HRMates is well integrates with other applications, devices and IT Systems. Some integrations are with ERP, Excel, Single sign on, Biometric devices, Mobiles, Banks accounts & Statutory uploads, Digital signatures and more. Technique HRMates rich configuration, customization and extension options allows HRMates to work as integral part of organization. Custom policy requirements and automation are handled using LogicBox™. This unique design makes HRMates works exactly as per policy and requirements. Why HRMates is strategic partner
  • 4. HRMates is SaaS based solution, with a unique 3 layered architecture to allow fine-grained customization, automation and extension. Agnostic to Company, Country, Region. Full Coverage of People related functions and processes Application LAYER Framework LogicBox FUNCTION Cloud optimized, Secure Rapid Application Development Controllers, Calculators, Validators to implement fine-grained automation VALUE Agnostic to Application domain At Employee or Em- ployee Groups Level, Dated Changes HRMates Technology
  • 5. Meet Our Team CEO R P Singh Piyush Chandra Director Sales Founder and CEO, holds Bachelors degree from IIT Kanpur in Computer Science, with wide experience in building word class products. Director, holds Bachelors degree from IIT Kanpur, has 34 years’ experience in delivering services & solutions in IT industry global Fortune 500 companies. Malinda Balasooriya Director, Human Resource Technologist and over 20 years of experience as a HR professional in strategic & operational HR in different industries. Head - Partner Development
  • 6. Some of our clients 50,000+ Employees using HRMates
  • 7.
  • 8. JOB DESCRIPTIONS Manage Job Descriptions, Link to Vacancies and Designations VACANCIES MANAGEMENT Manpower requisition within or out of Budget with approval process, Publish Vacancies to website, Employee Referral, Hiring consultants, Create Candidate Evaluation Process, Customize Candidate Application Form, Tag Vacancy with Recruiting Teams, Tag with Client. TEST MANAGEMENT Maintain Subject wise Question Bank, Create Online Tests with number of questions and time allowed, Download Test Paper as PDF and enter marks obtained manually Talent Acquisition Build great workforce, with Job Descriptions database, Collaborative Vacancy management. Applicant Tracking, Evaluation process with stages and ratings. Offer Letter process and onboarding workflow.
  • 9. APPLICANT TRACKING Maintain Resume Database along with Candidate details like Id, Photo Certificates etc, Identify Duplicate Resumes, Create Recruiting Teams, Upload Resumes, Stage wise Resume Processing, Candidate Document Submission, Salary Fitment, LOI, Offer Letter, Acceptance, Joining, Local and International Onboarding Process HIRING EVALUATION Maintain Interview Questionnaire, Conduct Telephonic and Personal Interviews, Online and Paper Test, Ratings, Final Rating, Rating Comparison OFFER LETTER & ONBOARDING Depending on Country HRMates can allow Employees to provide inputs to Payroll like tax deductibles expenses. Request for documents like past salary slip, Generate and get Offer Letters Approved, Send Offer Letter to Candidate for Acceptance, Revise Offer Letter on Rejection, Onboarding Process REPORTS & METRICS View key metrics like Time to Hire, Time to Fill, Quality of Hiring and more. Transactional reports to manage hiring process Talent Acquisition
  • 10. ORG STRUCTURE Up to 10 Levels Hierarchy, Org Chart, Use Org Structure in Workflows BUDGETING Create and Approve annual Budgets Unit and Designation wise, Budget Change Process during year POLICY MANUALS Share all Policy Manual of the Organization, New Employee Acknowledgement of Policy Documents, Existing Employee Acknowledgement of Policy Changes DOCUMENT SHARING Share Commonly used templates and documents with group of employees TERMS & CONDITION Physical and Electronic Document Acceptance and Signing Workflows, Tracking and Audit EMPLOYEE CATEGORIES Permanent, Contract, Consultant, Casual, Intern, Freelancer, Expat EMPLOYEE PROFILE Personal and Contact Info, Present Address History, Official Accommodation Records, Family, Academics, Past Employment, Certifications, Training, Control Employee Editing, Approval Workflow for certifications etc. Workforce Maintain great workforce, with fine-grained employee database, budgets, policies, complete life cycle management along with collaborative evaluation from hiring to exit.
  • 11. Workforce EMPLOYEE LIFE CYCLE Joining to Exit Process, Notice Period, Reference Checks, Departments, Designations, Locations, Transfers, Generate Letters, Elec- tronic and Signed Letter Acceptance, Responsibility Management, Employee Document Management, Disciplinary Actions. PRE-BOARDING PROCESS Documentation Completion Process by Candidate, Offer Letter Issue, Offer Letter Acceptance Process, Joining EMPLOYEE EXIT PROCESS Voluntary and Involuntary exits, Resignation Request with Approval Process, Employee Feedback, No Dues and Handover. SURVEYS Anonymous Surveys, Normal Surveys ANNOUNCEMENTS Company Announcements with image or videos. EMAIL EMPLOYEES Select Employees based on Department Location etc. Send email to selected employees. HELP DESK Create Help Desks and Admins. Employees raise Requests, Discus- sion Control for Employee and Admin to discuss about the request. Help Desk Admin Panel API Employee Data
  • 12. Leave & Attendance Attendance • Fixed, Assigned, Roster and Pattern Shifts • Plug and play biometrics integration • Mobile app with geo coordinates, geocoding, face capture, face recognition • Work punch for field employees to mark field visits • Group punch for group attendance • Extra data capture like meals requirement at punch • Regularization with approvals • Holiday Calendars • Present, Late and Overtime calculation as per policy • Monitor Absconding employees Leave • Leave Types and Entitlements • Comp off policy • Short leaves, On Duty • Leave Policy Automation • Reports & Analytics • Exhaustive set of reports and analytics for management and insights Manage your workforce time with fine controls for shifts, rosters, holidays, week offs, punch capture, leave, absence, overtime
  • 13. SALARY MASTER Setup Salary Masters, Calculations, Create dated salary masters for employees, Multiple salary masters for same employee TAX DECLARATION Depending on Country HRMates can allow Employees to provide inputs to Payroll like tax deductibles expenses. Form is Auto Generated when Employee Crosses threshold Limit during financial year, Approval Process, During Year Employee can update the form, Second Level Compliance Process 2 months before end of Financial Year LOANS & ADVANCES Self Service Portal for Employees to Apply for Loan, System Valida- tion of Loan Eligibility, Loan Approval Process, Bank Loan Payment on behalf of Employee. Payroll Maintain Salary Masters, Tax Declarations, Advances. Integrate payroll with modules like attendance, R & R. Automate calculations for masters and payroll with input from attendance.
  • 14. SALARY PROCESSING Generate Payroll or Upload generated Payroll, Approval Workflow, Part Salary, Split Salary, Delay, Full & Final, Upload Components, Fully Customizable Payroll architecture, Arrears, Ready Templates for India, Sri Lanka, Kenya and other countries, Statutory Compliance's, Advances, Variable Pay with Incentive Calculations, Employee Input form with Approvals and Stages, Reimbursements with Approval Workflow, Reimbursements carry forward, Ad-hoc Reimbursements, Salary Slips, Rule based Employee Grouping for Distributed Management. Reports: Salary Detailed, Summary and Variance CONTRACT EMPLOYEE INVOICING Generate and Distribute Invoices to be submitted by Contract Employees. Invoice based on Salary Master and days worked. Payroll
  • 15. E-LIBRARY Content with pre and post test submission and approval, Employees can browse content, E-Library assignment with repetition by managers with pre and post test, obtain Learning lndex CLASS TRAINING Training Need Identification from Survey, Performance Evaluation, Safety and maintenance incidences, Manager and Employee requests, Scheduling, Pre-Post Test, Feedback, Learning Index, Effectiveness Index Training Conduct training and learning activities to help employees to acquire and apply the knowledge, skills, abilities, and attitudes needed by a particular job and organization.
  • 16. Talent Management EMPLOYEE PERFORMANCE MANAGEMENT Template based Setup allowing Multiple PMS Workflows, Goals, Cascading Goals, Review Cycles and final Appraisal, Areas, KRAs, KPIs, Custom Columns, Calculators, Get Data from Attendance Employee Data etc. Guidelines, Achievements, Strengths, Areas of Improvement, Major Contributions, Create Performance Improvement Plan for non-perform- ers, Create Performance Potential Matrix and Talent Review Form, Easy Monitoring. EMPLOYEE DATA MANAGEMENT Upload and Share Data with employees related to sales, production etc., Setup Scheduled Data upload, Setup up Employee View of Data, Use Data in Payroll, PMS etc. TRAINING Training Need Identification, TNI Workflow, Scheduling, Pre-Post Test, Learning Index, Feedback, Effectiveness Index, Training Material Repository (E-Library) Continuous evaluation across employee life cycle. Probation, Trainee, Permanent, PIP and Exit. Customizable to capture exact goals, reviews and ratings from all stake holders. With post evaluation processing Talent Review, Bell Curve, 9 Box, Radar chart, Reports.
  • 17. REWARDS & RECOGNITION Module and Manual, Points and Value based Reward Programs, Auto Calculation from other modules like Business Excellence, Recognition, Social etc. Recognition Star Officer, Well Done, Applause, Peer to Peer Tiering & Leaderboard Top 10 charts Redemption Using internal options, Payouts and External Coupons. Calculation Calculators using LogicBox Reward & Recognition
  • 18. PROJECT MANAGEMENT Create Projects, Tasks and link to Clients, Assign Tasks to Employee Groups, Set Budgeted and Expected Hours TIME SHEETS Employees Log Actual Hours, Close Tasks and Projects, Client wise reports, Utilization Reports, Reconciliation with Attendance Time, Project Progress Report TASK PLANNER Plan Tasks based on KPI, Get Tasks Approved, Close Tasks with Completed, Carry Forward, Cannot be completed status Project Timesheets
  • 19. Employee Assets ASSET GROUPS Create Asset Groups and Managers ASSET TYPES Create Asset Types with custom fields ASSET MANAGEMENT Add Assets, Issue, Return, Retire, Adjust Asset loss from Employee Salary
  • 20. Employee Expenses TRAVEL MANAGEMENT Local Outstation and International Travel, Create Trip by Employee or Admin, Trip Approval Process, Ticketing Process, Advance Payment Process, Ticket Cancellation Process, Trip Cancellation Process, Trip Expenses, Trip Expense Approval Process, Final Settle- ment, Travel Expense Ledger, Auto Off Duty leave application, Travel Policy Implementation (by City, Grade, Mode of Travel etc.) EXPENSE MANAGEMENT For Employee Expenses, Process same as Travel Management
  • 21. GREETINGS Automated Personal Birthday & Anniversary Greetings, Holiday Greetings, Joining, Farewell Greetings, Send Personal Messages FAMILY CONNECT Connect Employees and Family Members working remotely with each other for social events. LEAVE BANK Employees donate leaves into Leave Bank. Employees needing extra emergency leaves can avail from bank after approval. Social Engagement
  • 22. Business Excellence KNOWLEDGE MANAGEMENT PORTAL Central Portal for capturing Knowledge Related to Work. Submission of Knowledge Piece by Employees and Approval. Use of Submission in Reward and Recognition Program. SUGGESTION PORTAL Suggestion entry and Approval Workflow, Use suggestions data in Rewards and Recognition, Kaizen Workflow
  • 23. Operations EMPLOYEE DATA Define Data Name, Data Columns. Assign Managers who can maintain the Data, Employee sees data on his Employment Page. Examples are Training Records, Sales Records etc. APPROVAL PROCESS Setup Approval form, add calculators, workflow with logic, assign Initiators, add sponsors with logic control, execution with approve, reject and revert and notify. DISCUSSION GROUPS Setup Discussion Groups based on Departments, Employees. Employees participate in WhatsApp like discussions, allowing for text, images, videos, sounds. Employees get notified on new posts on HRMates app MAINTENANCE PREVENTION MP Sheet Submission, Approval CORRECTIVE & PREVENTIVE ACTIONS Central Portal for capturing Corrective and Preventive. Submission of CAPA by Employees and Approval. SAFETY Enter Safety Observations, Automatic Escalations, Reports and Analytics
  • 24. Insights & Governance LOGIN Workforce (Head Counts, Demographics, Attri- tion), Workforce Trends, Attendance, Salary, Expense, Performance, Knowledge, Sugges- tion, Rewards and Recognition. Analytics for any period and filters REPORTS Standard Informative Reports, Custom Reports, User Input to filter Report Data, MIS Reports. Reports for any period and filters HEADCOUNT BUDGETS Unit wise annual and incremental budgeting, Vacancies approval based on Budget LEGAL ENTITIES Multiple legal entities within one HRMates account, Grouping of multiple HRMates accounts SECURITY, AUDIT, MONITORING Third party security audits. Permission Based Access, Audit Record for all Actions performed on System, Integrate with organization Security Policies. Monitoring dashboard for IT.
  • 25. LOGIN Inbuilt credentials management or Active Directory, Google integration or a combination, Work on behalf using Login As DASHBOARD Announcements, Greetings, Notifications, Holidays, Leave Summary, Projects, Help Desk Request, Job Description ACCESS Mobile and Web LOCALIZATION Sinhalese, Spanish, Tamil Employee Self Service
  • 26. Managed Work Email • Addresses on your domain like <email id>@<domain>.com • Admin Panel to manage email, quotas, passwords etc • Optional Integration with HRMates for auto creation of corporate email on new joining, email account closure as part of exit workflow • Spam control and free domain setup for best delivery Access • Web • Outlook • Gmail • Thunderbird on mobile Pricing • Per email id per month • Storage pricing for all emails in increment of 100GB Restrictions • Promotion Emails More Details Work Email Solution EmailsMates.com
  • 27. Industry Specific Features 1 2 3 5 4 Manufacturing Line Balancing, Employee Data, Roster Management, R&R, MP Sheet, Suggestion Portal, CAPA IT Services Time Sheets Hiring & Placement Services Resume Processing, Recruiting Teams Retail Employee Data, Mobile Attendance, Expense Management Hospitals Roster Management, R&R, Suggestion Portal, CAPA
  • 28. Best way to explore HRMates is be to head to our live demo site below. On Landing you will be the module groups and highlights of module groups. Clicking on the group will open the module in HRMates live demo site. Explore HRMates Demo demo.hrmates.com