HRMantra World's Most Powerful HR & Payroll Software
1. HRMantra
World's Most Powerful HR & Payroll Software
lets lead
HRMantra saves 30 min per emp per day giving over 10 times ROI
2. Introduction
HRMantra has a lot of employee
information being stored like his date of birth, date of
joining, gender, present detailed address, cell number,
email ids, marital status, hobbies, sports etc and all
such information can be easily queried upon using a
simple yet powerful employee search engine using
AND and OR conditions. It has great 3D HR business
intelligence dashboards and workflows that are fully
customizable. Here it is so easy to use that employees
do not need to be trained on how to use it. It has more
than 75 features better than any other such Indian
software.
HRMantra has a very simple user friendly
homepage in which from just 1 page, all the employees
(barring the HRD) can do their self service functions like
applying for leave, attendance regularization, on duty and
Extra Worked applications and approvals without any great
training. There is also a monthly calendar appearing in which
an employee can see from his swipe card data, the dates in
which he was absent marked by a red color, weekly offs in
green color, late/early / deficit in grey color etc. An employee
can also set his favorite pages that he uses heavily so as to
be able to go into that page in just 1 click. A list of birthdays of
employees reporting to you will appear on the homepage and
you can send e-greeting cards to him. You can also set your
favorite photo in my space. HRMantra has 100s of beautiful
thoughts for the day and you can change the skin color to suit
your mood for the day.
It automates all the HR functions right from the
time a person applies to your firm till he leaves like staffing,
induction, employee information, attendance, leave, claims,
payroll, appraisals and training management. i.e. complete
hire to retire processes.It automates all the HR functions right
from the time a person applies to your firm till he leaves like
staffing, induction, employee information, attendance, leave,
claims, payroll, appraisals and training management. i.e.
complete hire to retire processes.
4. Dynamic employee code creation is one of the most important
features of this module wherein the code pattern gets generated
automatically based on a combination of alphabets or serial numbers.
Employee Information includes official details page which displays
hierarchies like the department, and the location he belongs to; along
with the date of confirmation and retirement.
An employee can enter his personal details, wherein he can update
his marital status, hobbies, sports, extracurricular activities he
participates and awards he has received.
Apart than these, the employee’s job experience, academic and
qualification related details can be stored.
Disciplinary actions like suspensions, salary cuts or terminations
can be maintained as well.
Searching for employees based on criteria, age and experience in
the company and generating reports of the same is possible very
easily.
You can send email / SMS to your employees by creating templates
for the same.
It has a very powerful org chart creator, which depicts the number of
location your company is based along with the list of departments and
designations.
We also have a detailed reporting chart, which depicts employee
names, designations and snaps along with their reporting
relationships.
When an employee leaves your company, conduct an exit
interview after filling up the exit form in which you have to mention
the reasons for exit, date of resignation and separation and decide
whether you want to prevent him from logging onto HRMantra here
on.
HRMantra has a powerful maker checker facility, in which
employees can go online and edit their self - details like change of
cell phone numbers or address or when they acquire a new
qualification. This information is then escalated to the HR and only
when the HR authenticates this changed data, will this information
be updated in the data bank.
The pages Induction Topic Group and Induction Masters Setting
is clubbed into a single page known as Induction Setting Page as
two different tabs within the same page. The functionality of the
pages still remains the same.
In Financial Details page, under Statutory details is UAN No. The
effect of the same has been taken in Payslip Format and Salary
Statment Format Pages.
Reverse Transfer in the Career display of All page. This button
can be used to revert back the transfer process of a newly created
employee . Hence the employee's newly created empcode, his
hierarchy and reporting details will be reverted back.
5. The Resignation Application allows the employee to view his previously
rejected Resignation Applications which he/she has made till date for his
reference.
View Reportee Details and View Reportee Details of All is in Self
services and Reports of HRIS Module which Allows the user to view details
of the employees who report to him and which Allows the user to view the
employees who report to the selected employee respectively.
Reporting Change Process Import/Export is under the activities of the
HRIS module , the page allows to import /export Reporting change data of
one or more employees through excel(CSV).
Reporting change process is in the activities of HRIS module. A user can
change the reporting of a particular employee by specifying the effective
date, changed from date and by providing the remark. The purpose of this
page is to maintain the history of reporting managers of all the employees
without executing the process of transfer or promotion. There was no
provision to change reporting mangers without running the process of
transfer or promotion earlier. The effect of the same can be seen in the
Reporting change History tab of the career display page , and employee
information page of the HRIS module.
Employee Excel Import/Export Page is under the activities of the HRIS
module , the page allows to import /export employee data through
excel(CSV).The page also has a checkbox named 'Insert Into Master' which
is used to insert new records into the master table while importing.
The ”Previous Total Valuable Experience' and 'Total Experience ' is
in the Search Engine page and Report Designer page in the Reports
section.
Workflow named Project Call is in the workflow has been designed
for keeping the track of project call history during project life cycle. It
consists of the following three pages: Project Call Application , Project
Call Approval and Project Call Manual.
6. HRIS module reports
1 Access Level Wise Employee Count
2 City wise Location Count
3 Login Status Report
4 Poll Questions & Answers
5 Access Level wise Access Rights
6 Access Level Wise Reports Rights
7 Employee Wise Survey Statement
8 Location Details Report
9 Group Permissions Report
1 Attrition Report Age Wise Dashboard
2 Attrition Report Month Wise Dashboard
3 Attrition Report Qualification Wise Dashboard
4 Attrition Report Year Wise Dashboard
5 Attrition Report Experience Wise Dashboard
6 Manpower Report
7 Career Growth Report
8 Disciplinary Action Report
9 Employee Qualification Details
10 Assigned Employees List
11 Employee Checklist
12 Employees Experience Report
14 Language Report
15 Nomination Detail Report
16 Exit Interview
17 HOD Report
18 Annual CTC Wise Slab Report
19 Hierarchy Wise Average Age
20 Employees Age Group Report Dashboard
21 Employees Extra Curriculum Activities Report
22 Employees Family Details
23 Job Function Mapping Report
24 Employee Report with Professional Skills
25 Employees Medical Report
26 Employees Professional Bodies Report
27Academic Awards / Honors Received by
Employees Report
28 Employees Qualification Details
29 Experience Wise Employee Count
30 Group Insurance Report
31 Increment Register
32 Male Female Ratio Report
33 OLT Question Set
34 Promotion Register
35 Reason Wise Exit Count
36 Self Summary Report
37 Separation Register Month Wise
38 Employee Source Report
39 Suspension Report
40 Transfer Register
41 Induction feedback
42 License Details Report
43 Vehicle Details Report
HRIS Letters
1 Confidentiality Agreement
2 Declaration Form
3 Experience Letter
4 Membership Form
5 Nomination
6 Offer Letter
7 PF Declaration Form
8 PF Nomination
9 PF Nomination - Form 2 (Revised)
10 Probation Completion Letter
11 Probation Non Confirmation Letter
12 Employee Release Letter
13 Employee Settlement Letter
14 Employee Welcome Letter
15 Appointment Letter
7. Staffing module can be mapped to any job sites like Monster or
Naukri for importing downloaded CV’s directly into HRMantra. Also,
the candidates can fill their profile sheets and submit their resumes
online. As a result of this, candidate details such as official,
qualification, academic, experience etc. are maintained in this module.
There is a detailed page for campus recruitments as well. You can
also set your Consultant related information and import candidate
CV’s provided by them.
All the Head of Department’s can fill the talent requisition
application forms giving details of the number of employees required
to be filled for a particular position along with their experience, age
band, set of qualifications, skills and functions that they should
possess.
Searching for candidates based on a particular criterion is very easy
through the search engine option. But the best part is you can also do
a candidate search based on the requisitions that have been
approved by the HR.
After short listing the candidates, you need to send them for
screening. From the screening list you can select candidates who
need to be called for an interview.
HR can send email / SMS to candidates in one click asking them to
appear for an interview which can be taken online.
Also, if you want to make the candidates appear for any Aptitude, IT,
etc. related tests then you can create online tests wherein you can
design the tests as per your requirements.
Once all the interviewers have finished taking the interviews for
a certain position then the HR can select the candidate who has
got the best rating and create an offer letter from the software.
Interview Question Master Page has "Max. Length" . By
specifying the max length for answer a user can restrict the
answer length in the Candidate Interview page upto the size
specified in the Master page.
One click Candidate to Employee conversion can also be done.
Another important feature here is that you can publish approved
requisitions to your employees and they can apply for a certain
vacant position that is higher compared to their current position
within the organization.
In Requisition Application and Manual Requisition Entry the
hierarchies displayed under Open/Vacant positions reporting are
master driven. Hence a provision is made to display only the
desired hierarchies out of all the hierarchies defined in the
Hierarchy Master page, provided "Is show in Requisition"
checkbox should be ticked for the selected hierarchy in Hierarchy
Master page of the CORE Modul
Role code (Non-mandatory) thereby allowing the user to
associate a requisition with a role code. The effect of the same is
seen in the Requisition Approval and Manual Requisition Entry
pages.
In Final candidate Selection, Current Employer and Current CTC
from experience details page are picked up and displayed on this
page.
8. In Final Candidate Selection Page a textbox named Vacant
Position Reporting to is available. This testbox will allow the user to
enter the reporting persons name whom the candidate will report to
during the selection process.
A new field Offer Date is in Final candidate selection Page, the
effect of the same is seen in the Salary Fitment Register report.
In Positions Open page Birth date field is in the vacancy
application form
If nature of Hire is Replacement ,it also allows to manually enter
the employee's name. This is done so that clients who have
purchased lesser employee licenses can still mention name of
employee without creating entry in employee information page.
In Staffing Masters Setting in other options a checkbox named
'Show filled up hierarchy of logged in user in requisition' is available
This checkbox when ticked , fills the hierarchy details of the logged
in user under Open/Vacant position details in Requisition
Application page and Manual Requisition Entries while raising the
Requisition. If the checkbox is unticked then , open/vacant position
details will be blank on the page load of the above mentioned pages.
Recuitment Status Master is in the activities of Staffing Module.
Here a user can define his own statuses for the recuitment process
apart from the system statuses which are not editable. The effect of
the same will be seen in the Candidate Status detail page.
Manual Reuisition Entries has tabular interface consisiting of two tabs View
Requisition and Entry.Allows a user to search for any particular Requisition on
the basis of Requisition Name, Entry Date and Status anAllows a user to make
new Requisition Application d entries respectively .
Requistion History and Requistion History of all is been included under the Self
services and reports section, it user to view the history of requistions he has
made till date and Allows the admin users to view the requistion history of any
selected employee respectively .
HTML editor is in the CTC Table Master page , hence allowing the user to
describe the details regarding the ctc slabs defined.
View CTC as per CTC chart button is available in Final Candidate Selection
In Position open Page in friends Referred link , The employee can see the
status of the candidates whom he had referred as the candidate goes through
his different interview rounds.
Consultant Master Page has two tabs namely Entry and Search, The entry tab
allows the user to enter the cosultant's name, address , contact details etc. And
Search allows the the user to search for a consultant in the already saved
records. The purpose of this page is to define login and password for the
consultants , later on they can login into the application and submit candidate
resume themselves and the HR can publish Requisition to the consultants and
an email is sent to all the contact persons of the consultant.
9. Staffing module reports
1 Ageing Analysis of Resumes
2 Offer Letter
3 Hierarchy Wise Requisition Summary
4 Candidate Detail Status Wise
5 Candidate Qualification Details
6 Candidate Source Details
7 Candidates Status
8 Experience Wise Candidate Count
9 Induction Approval Report
10 Interview Details Report
11 Interview Post Wise Register
12 Interview Question Master
13 Interview Register
14 Interview Tracker
15 Joining Register
16 Manpower Required Register
17 Offer Letter Post Wise
18 Open Closed Positions Report
19 Position Wise Interview Details Report
20 Position Summary Report
21 Recruitment Status Report
22 Requisition Status
23 Requisition Wise Candidate Status
24 Salary Fitment Register
25 Salary Offer Statement
26 Selection Register
27 Shortlisted Candidates For Final Screening
Report
28 Shortlisted Candidates List
29 Vacancy To Fill Register
30 Vacancy To Fill Register
10. HRMantra has been configured to pick up swipe card data from
any access control system directly on real time basis. HRMantra
can pick up attendance data from any reader automatically on a
real-time basis from all locations giving you instant analysis at the
head office as to who has come at what time without calling
anyone in any location.
Attendance Rules page A checkbox named 'Allow applicants to
choose to include Extra Worked minutes in leave or salary.' is
under other rules.This rule when checked enables two radio
buttons on the Extra Worked Application page. Hence allowing
the user to choose his Extra Worked minutes in leave or salary.
The effect of the same will be seen in the Manual Extra Worked
Entries page and Extra Worked Approval Page.
The attendance month period can be set different than the
calendar month to take into account the cutoff provision to be
able to give salaries on the 1st of every month.
Public holidays can be different for different sets of employees
and you can give the employees the right to choose maximum
holidays in a year.
You can define any number of fixed / flexi and semi flexi shifts
in a day by defining the number of hours to be worked in a day
and after how many hours the half day starts and whether the
timeout can be on the next day.
Attendance Late with previous Extra Worked date is a standard
report added which gives the details of employees who have
come late for the selected period including time in, time out and
minutes came late, previous date shift, time out, status and Extra
Worked .
Any combination of weekly offs can be set for a group of employees based
on every (say) Sunday and / or 1st / 2nd / 3rd / 4th and 5th (say) Saturday or
on the basis of even / odd monthly or even / odd yearly occurrences of the
day of the week.
You can configure any number of attendance readers based on any number
of organizational hierarchies and also decide whether you want to pick up the
data from a file or from the database on online real time basis. There can be
separate readers for in time and out time records
HRMantra also has a provision of separate permission cards which can be
used to regularize attendance of employees who have come late to office
coming in a company bus or have to be sent early in case of riots or heavy
rains but it should record normal shift out.
Attendance methods in HRMantra can be based on monthly register, daily
attendance register or thru swipe card or biometric card with provision to give
grace periods. In case there is swipe card record and leave application of an
employee on the same day, then you can choose whether you want to
consider attendance or leave as the status of the day.
You can set very powerful absenteeism rules like:-
1.Set weekly offs as absent if weekly is found between two absent
2.Set public holiday as absent if public holiday is found between two absents
3.Set weekly offs as absent if absence is found before or after weekly offs
4.Set public holiday as absent if absence is found before or after public
holiday rules are defined.
A T T E N D E N C E
11. You can also decide whether an employee can regularize his
attendance within how many days after his absence and the same can be
approved within how many days of the attendance regularization
submission.
Employees can regularize their attendance online throgh employee self
service in case they forget to bring their swipe card.
Auto shift rotation could be easily done employee group wise based on
n number of shifts & weekly offs.
Very powerful late coming, early going, monthly deficit hours and
overtime policies can be set and whether the same be adjusted against
an employee’s leave or salary based on fixed or multiple time or salary
amount. You can also set maximum Extra Worked hours that can be
taken and Extra Worked can start after how many minutes after shift out
time. Condonement can also be done which regularizes the time but
keeps a record of the actual time when an employee comes late or goes
early.
In case an employee is going out of office for duty or is working
overtime, then such applications can be routed through it.
The attendance process for an employee can be closed once his actual
attendance processing is done so that he cannot go in the closed period
and regularize his attendance.
Attendance master setting, in other options a provision is made to
specify the color coding for 'Present Status' , The effect of the same is
seen in the Attendance Calender , Monthly timesheet and Monthly
Timesheet of All pages.
In the Default Shift page a new checkbox named 'Reading Logic ' is been
included in the page for allowing the user to select the attendance reading
logic which could be either Schedule Based or Swipe Based.) Schedule
Based: In this logic shift schedule is required to be done and system reads
records against shift timings. If records found beyond shift +Grace hours it
registers error. Swipe Based: In this logic, it does not consider shift schedule
for reading records, instead based on date-time stamp, it asssumes shift and
fits against that particular day. This logic will work only when reading records
count are even for a day. If it does not receive even records count for a day,
it will register error.
The color legends will be displayed in pop up window after clicking on the
link 'Legends' on the Attendance calender of the Homepage, The effect of
the same will also be seen in the Monthly Timesheet of All and Monthly
Timesheet Page under the activities and self services respectively of
Attendance Module.
In Attendance Masters Setting in Other options tab a provision is been
made to allow the user to define his desired color for Regularisation , Leave
Workflows and also for Swipe Error entries.
Holiday master page in the common masters is inHoliday setting page of
the Attendance Module for the ease of navigation.Hence Holiday Setting
Page now has two tabs Holiday Master and Holiday Setting.
Checkbox named 'Indicate Weekly Off ' is in the Shifts page under Settings
of Attendance Module. It is now mandatory to indicate a week off shift by
checking on this checkbox. Hence now a user can define multiple week off
shifts which was earlier not possible in the application.
A T T E N D E N C E
12. Attendance module reports:
1 Absence Report
2 Attendance Regularization Report
3 Attendance Summary
4 Attendance Report Status Wise
5 Cross Period Attendance Report
6 Daily Attendance Report
7 Daily Early Attendance Report
8 Daily Late Attendance Report
9 Daily Extra Worked Attendance Report
10 Daily Present Attendance Report
11 Attendance Deficit Report
12 Attendance Deficit Count Report
13 Direct Reportees Irregularities In Attendance
14 Early Goers Attendance Report
15 Irregularities In Attendance Report
16 Late Comers Attendance Report
17 Leave Without Pay Report
18 Monthly Attendance Report
19 Attendance Monthly Sheet
20 Not login Attendance Report
21 Attendance On Duty Report
22 Attendance Extra Worked Application Report
23 Attendance Extra Worked Report
24 Attendance Presence Report
25 Punctuality Report
26 Attendance Repayment of Salary of PreviousMonth
27 Shift Detail Report
28 Top 10 Absence Report
29 Top 10 Early Goers Report
30 Top 10 Late Comers Report
31 Top 10 Missing Hours In a Month Employees List
32 Top 10 Extra Worked Takers Report
33 Top 10 Workaholic Employees In a Month Report
34 Attendance Condonement Report
35 Attendance Data Reconciliation Against
Regularization Report
36 Holiday Master Hierarchy Wise Report
37 Form J ( Muster Roll Cum Wages Register)
13. HRMantra has a global leave module-we can set leave system for
any firm worldwide however complicated in a few hours. Employees do
not need a paper based leave history card or leave application form.
Leave rules can be set at any hierarchy like grade, department or
location levels.
You can create your own letter templates for leave applications and
approvals in case you wish to change the standard predefined letter
provided by HRMantra.
You can define any number of leave names and compensatory off.
For each of these leave names, you can define any number of sub
leave names. For e.g. whether casual leave can be encashed or not
and whether it can be deducted if an employee comes late etc.
Different employees can be given different leave accounting year so
that in the month of December you do not have lots of employees
applying for leaves which are getting lapsed.
Total leaves in a year can be set with provision for maximum or
minimum leaves at a time.
A particular leave can be carried forward based on age or direct in a
different leave type.
You can define maximum and minimum number of leaves to be
encashed at a time keeping a certain balance in your account and as to
how many maximum times in a year an employee can encash in a year.
Any kind of complicated Leave rules can be credited either on
advance / pro rata / accumulated or on accrued basis on monthly
quarter or yearly basis using our very powerful formula builder.
Certain leaves like maternity leave need not be made visible in the
leave application form. Such leaves can be manually approved by
the HRD when required.
You can define whether an employee can take half a day and
whether leaves reasons have to be shown as also his contact
numbers.
In case an employee does not have a balance then you can define
negative leave balance up to a certain number of days which he can
still take without his salary getting cut and his next year’s leave
opening balance gets reduced to that many number of days.
Prefix, suffix and sandwiching rules can be easily set and whether
you want to include the weekly offs, public holidays and paid leave
as a part of that leave application.
You can also set how many days notice period have to be given
before an employee applies for a leave.
In case an employee is going on leave and he makes another
employee within his department his backup then the backup
employee will not be allowed to apply for leave during this leave
period.
Leave module
14. In case an employee takes a leave on a particular day which is
very important to your business (for e.g Sunday for retail industry as
majority of people come for shopping on that day) then you can
decide to cut leave based on a incremental formula.
You can also check how many employees are going to be on leave
in a certain period for advanced leave planning.
Leave balances and rules can be seen, applied and approved
online by all employees in a few clicks and can also be bypassed in
case an immediate superior is not present. Leave applications are
connected to your mail server.
The week before your leave management module has to go live,
you can import the leaves taken by all the employees in that year as
also the carry forward from the previous year through an excel sheet
In case an employee is not having an online access to HRMantra
then the concerned superior or the HRD can manually approve his
leave application.
Leaves data can be adjusted manually either added or
reduced from the existing leave balance.
In leave Structure a rule named Sandwiching Rules (If Leave
found between Weekly Off/Public Holiday) is available , As per
the rule, if checked , checks If an employee is found absent or
is on a leave in between a weekly off and Public holiday or vice
versa then that employee will be considered absent for the days
where he was actually absent along with the preceeding and
succeeding weekly off or public holiday.
In Leave history page under Leave Application Page a
provision has been made to display following details ; Group
Join date , Join date , Confirmation date and Age of the
employee who has applied for the leave.
Leave module
15. Leave module reports
1 Leave As On Date Balance
2 Leave Date Wise Employee Wise Detail Report
3Leave Balance For Encashment With Amount Balance Report
4 Leave Calendar Report
5 Leave Compensatory Off Details Report
6 Hierarchy Wise Leave Summary Report
7 Leave Encashment Projection Report
8 Entered Leaves Data Report
9Leave Count Of Assigned Employees From Current Date Till Coming 30 Days
10 Leave Credit Details
11 Leave Deducted Against Late Early Report
12 Leave Reportees Data
13Todays Hierarchy Wise Employees On LeaveCount
14 Form M
15 Form N
16 Leave Transaction Report
17 Leave Annual Report
16. Employees can contribute extra voluntarily to their PF account
and give details of the family members who are going to be
nominated for various schemes.
Any kind of loans or salary advances can be defined and
calculated on flat, reducing, PMT and average value method.
Once a loan is granted the loan EMI calculations can be
automatically done in HRMantra
The personal or housing loan comes as a deduction in the pay
slip or as a separate loan slip. Get a report at any point of time to
figure out how many employees have taken the loan and how much
of the loan money is outstanding.
Any number of perks earning can be defined as also the number
of pay earning, perk recovery and deductions.
You can define the IT exemption limits.
In Pay heads like HRA, standard salary entitlement can be based
on fixed amount or formula based.
We are taking the help of math functions like IFF, MOD, INT;
operators like <, =, AND, OR and pay heads which are included in
adjustments, arrears, earned salary, normal salary and other fields
like whether that pay head is based on location like Bangalore.
Pay heads can be included in full or final settlement or a flexible
benefit plan or in group insurance as per the requirements.
For deductions like PF, do the adjustments based on full or
negative or partial amount.
HRMantra can be customized 100% for even the most complicated
pay calculations in the entire world.
Create any kind of JV reports in text, excel or dbase format based
on any combination of pay heads so as to be able to import into your
accounting software thus doing away with any kind of salary related
data entries again.
In case your firm has flexible benefit plan then it is very easy to
configure the pay heads included in flexible benefits based on formula
or a maximum limit.
The profession tax table applicable in various Indian states has
already been created
All the changes announced by the finance minister in the annual
budget are implemented in seconds using a powerful income tax
formula builder.
HRMantra has a very elaborate increment process based on pay
cycles or slab bases or it could also be based on formula applicable to
certain pay groups.
Open flexible benefit plan and investment form for certain group of
people for a certain period and send an email to all of them in just one
click.
HRMantra has a powerful import facility in which you can import
loans investments, increment, processed salary data and current
month’s payroll data using excel.
17. Employees can fill their investment declaration forms online and can
also do their income tax calculations. They can also view their salary,
loan and income tax slips in a few clicks.
Payroll module has lots of standard reports like company wise,
department wise, designation wise, salary statements, Form 16, PF,
ESIC statements, loan transaction, arrears exemptions and TDS
reports.
Other reports like salary reconciliation, transfer and promotion report
as also e-form 24 Q, PF and ESIC reports and challans can be
generated.
The Investment Import/Export Page is plain excel driven, the page
now allows to import /export investment data of one ore more
employees through excel(CSV).Import export of investment data via
HRMantra template is now excluded from the application.
Import Export Processed data will now allow Import/Export of
processed data ie Salary details and Challan details of one or more
employees only through CSV.(ie excel import export).
In Payreview Process page under transfer/promotion a checkbox
namely Hierarchy restructuring is available in Hierarchy
restructuring:Restructuring of hierarchy for an employee can be done
by checking this option . Making changes in the hierachy details for an
employee by checking this condition will not be treated as his
Transfer/Promotion. The effect of the same will also be displayed in
Carreer display page and, Carrer display of All page and Payreview
import/export page.
In Pay review process under pay review a new checkbox namely
Salary restructuring is been available. An employee salary can be
restructured by checking this option .Making changes in the salary
details for an employee by checking this option will not be treated as
increment. The effect of the same will also be displayed in Career
display page and Career display of All and payreview import/export
page.
Have launched a new payroll module with lots of new features and
enhancements the details of which you can learn when you login and
access "New Payroll Data Migration" page in the Master of the payroll
module.
Salary processing can be done in a few easy steps. For full and
final settlement of employees more or less the same steps as just
explained in salary processing are to be followed.
18. Payroll module reports
1 Form 27A
2 Overtime Statement
3 Department Wise Cumulative Overtime Analysis
4 Account Year Wise Net Pay Summary
5 Ad hoc Slip
6 Ad hoc Statement
7 Adjustment Days Entries
8 Annual Salary Statement
9 Arrear Slip
10 Arrears Detail Report
11 As On Date Loan Balance
12 Bank Letter
13 Bank Statement
14 Bonus Ex-Gratia Statement
15 Bonus Slip
16 Company Wise Net Payable Report
17Company wise Full & Final Settlement JV Report
18 Company wise JV Report
19 JV File For SAP
20 ESIC Challan
21 ESIC Form 6
22 ESIC Form 7
23 ESIC Statement
24 ESIC Statement Six Monthly
25 Flexible Benefit Plan Provision Report
26 Full & Final Settlement Report
27 Full & Final Settlement Statement
28 Form 16
29 Form 16 A
30 Form 16 AA
31 Income Tax Estimation Report
32 Income Tax Estimation Summary
33Income Tax Projection Pay Head Wise
Statement
34 Investment slip for actual declaration
35 Leave Encashment Statement
36 Loan Summary Report
37 Loan Detail Report
38 Loan Transaction Report
39 Labor Welfare Fund Statement
40 Monthly Leave Without Pay Count
41 Pay Structure Report
42 Pay Slip
43 Pay Slip with Reimbursement Slip
44 Period Wise Pay Summary
45 PF Form 12 A
46 PF Challan
47 PF FORM 10
48 PF Form 3 A
49 PF Form 5
50 PF Form 5 A
51 PF Form 6 A
52 PF Statement
53 PF Statement Summary
54 PT Form 5A
55 PT Statement
56 PT Summary Statement
57 PT Summary State Wise
58 Salary Register
59 Section 217 2A Report
60 Tax Slab Wise Employee Count Summary
61 TDS Challan Details
62 TDS Challan Summary Report
63 Year Wise Salary Summary Report
64 Year Till Date Salary Slip
65 Two Months Salary Reconciliation Report
66 Salary Multiple Months Variance Report
67 Director’s Report
19. Help desk request applications are escalated to the concerned
people on the basis of the ticket numbers that are generated.
The request progress can be tracked by the management to see
whether that issue is still open or closed.
Request Knowledge management base wherein past answers to
requests, FAQs etc can be stored and easily retrieved for handling
similar issues again.
It also keeps a tab on the assets like PCs, AC’s etc allotted to the
employees and, who is in-charge of allotting, revoking and clearing it
and what is the value of the asset.
Employees can submit their medical and petrol bills online and the
software can check their limits, which gets reflected in the payroll
module on real-time basis.
You can create a basket of claim reimbursement heads whose
payout frequency can be monthly, quarterly or yearly. The balance can
be paid out in any of the pay head in any month.
Set limits to each claim type, which can be tax exempt, and in case
an employee has not given the supporting for the same then it can be
automatically given in one stroke in the last month of March after
making it taxable.
There is also a provision to do manual claim entries by the HOD or
HR in case the employee crosses his limits or he doesn’t have online
access to HRMantra.
detailed information regarding the assets allocated to him
In-depth local & outstation Travel Request work-flow with
facility of capturing accommodation and vehicle assistance
and advance amount details by applicant.
Facility of narrow down or cancellation of trip even after
request approval.
Based on the Requests, ticket booking and other
arrangements as a part of request work-flow
Travel mode and accommodation and expanse limits can
be defined based on city, designation or level etc.
Travel Expanse application-approval and payment work-
flow based on escalations defined.
Admin module in self services a page named ' Asset
Given ' has been introduced .This page enables the
employee himself to see the
ADMIN
21. The KRA form can be opened for the employee to see and
set KRA’s by self.
You may have different PMS formats for different
organizational hierarchies and user levels so as to get an
accurate performance evaluation.
In the final PMS form, the PMS committee can review the
scores of the appraisee and the appraisers. After checking
their scores they can give recommendations and also decide
what kind of training programs he needs to undergo to be able
to handle his next job assignments properly.
You can also do succession planning with the help of color-
coding theory.
There are lots of readymade reports for quick analysis.
In Final Appraisal Options A page named 'Final Appraisal
Options' has been added under the Settings of the PMS
Module. The settings like formulae, rating
tables ,normalization settings and recommendation settings
for Process Final Review can be made from this page.
A checkbox named 'Validate kpms 100% wtg' is available , it
validates the parent kra's wtg or wtg of all the kras' when
ticked. eg:- Incase if you want the kpm % to be less than
100%, say- 80% then you need to uncheck this checkbox .
In Review Structure page a checkbox 'is confirmation form'
is been added. This checkbox when ticked for a structure,
opens up the confirmation form for an employee else
performance evaluation form will be opened.
PMS
HRMantra helps in keeping an all round tab on the performance of your
employees by getting them appraised in an unbiased manner by their bosses,
their subordinates, their clients, their peer group, the HRD and the employee
himself. These performance reviews are online, can be customized to each
position and done whenever required.
The performance chart of the appraised employees can be viewed through
3D customizable dashboards.
This will help you in monitoring in which direction your employee’s
performance is moving in terms of Readiness, Final Rating and Potential.
You will also quickly know percentage of pending PMSs as also eligibility
for PMSs department wise. You can do inter year analysis of performance to
check which employees performances have degraded or improved
dramatically compared to last year.
You can create any number of PMS levels like self, HOD, peer groups or
sub-ordinates giving you the options to set 180 or 360 degree PMS system.
Each of the PMS levels can have different weightages and select whether
one PMS level can see the other person’s evaluation or not.
You can create competencies matrix and map it to a role giving different
weightages to each competency. Similarly create the key result areas
(KRA’s) at any organizational hierarchy level and for each such department
for a certain KRA you may have many key performance indicators or
measures.
You can create goal setting with the help of KRA’s and there is also a
balanced score card with its 4 perspectives.
In order to identify training needs of an employee at the time of PMSs,
create a competency development method and decide its options.
22. In Employee Information A provision has been made to
display the monthly timesheet of the appraisee.
Summary of KRA score, Competency score and their
respective ratings will be displayed in a tabular format for the
appraisee/reviewers reference before submitting the form.
Hence a reviewer can make changes in the review and
competency pages if he is not satisfied with the score.
The remark field on the recommendation tab can be made
mandatory,provided 'Remark Compulsory' checkbox in the
options tab of the review structure needs to be checked.
Master driven checkbox named 'submit all pages incase of
pages saved as draft' is available on the submit tab of
performance evaluation form.It allows the reviewer to submit
the performance evaluation form even if he has saved the
pages as draft.
Review History of All And Self Review History, two new
pages have been included in the selfservices of PMS
module. Allows an employee to view his review history for a
selected structure & Allows a user to view the review history
of the employee whom he has reviewed.
In Performance Evaluation form ,In Recommendation tab
when selecting the increment option , It allows the employees
to specify the percentage of the fixed and variable annual
CTC and calculates the proposed CTC accordingly.
On selecting the 'send it to previous level' option, it now allows
reviewers to select which page they want to send back to
employees to re-fill. When reviewers send back it becomes
compulsory for employees to re-fill and submit again.
In Performance Evaluation Form, a checkbox named 'Save as
draft' is been added in the performance evaluation
form/Confirmation form.This feature allows the user who is filling his
performance evaluation form to save it to drafts before actually
submitting it.
In Task Tracking under Manage Task Data a checkbox named
'Close/Unclose review data ' is been added. This checkbox allows
the user to close unclose review for a particular cycle by selecting
any one radio button either Close Review or Unclose Review.
In competency Mapping Page , A feature named 'Hide Ratings' is
been added in the competency mapping page . This feature allows
the user to show only those ratings in the competency tab of the
Performance Evaluation Form/Confirmation form against each
competency which he wishes to show out of all the defined ratings.
A page named Organisation Task setting is available in the
activities of the PMS module. This page allows a user to set goals
according to selected organisational hierarchy. The effect of this
page will be further seen in the Performance Evaluation Form
where it provides a reference to the employee/reviewer while doing
task setting.
In Competency Mapping Import/Export a page named
Competency Mapping Import/Export is been included in the Settings
under Competencies of PMS module . Hence competencies can
now be imported/exported from the application.
PMS
23. In Performance evaluation Form a new checkbox named 'Make Task
Setting status as Pending ' is been available. Resending the back with
Make Task Setting Pending will make the status of Task Setting as
Pending and will delete the Task Review data for the previous level.
In Task Cycle columns namely 'Review upto days' and 'Previous
Cycle' have been available
In Review Structure Page feature named 'Is Replicate' is available in
the Review Structure page.This allows the users to replicate the data of
any selected level in TCD and Competency tabs of Performance
Evaluation Form or Confirmation Form.
A checkbox named 'show employee name instead of level Alias' is
also available to the page , This has been done to display level names
instead of defined alias , the effect of the same will be seen in the Task
Review Page, Competency and View Status pages.
In Task setting page a provision has been made to diplay the sum of
KRA weightage at the bottom of Task setting grid.
Letter templates can now be set according to the appraisal structure in
letter template page .
Four new PIP related letter templates are now available in the letter
templates page.
In Review structure page in the masters of PMS module a checkbox
named ' Replicate data from prev level ' is been added.
In Appraisee Summary Pagelayout , under Official details the following 4
checkboxes have been available namely:- Group Join date , Join Date ,
Confirmation Date and Age. The effect of the same will be seen in the
employee information tab of the performance evalution/confirmation page.
Employee Information tab will also display career history of the
employee .Hence providing foundation and support to the reviewer for the
employee's evaluation
In TCD tab Delete option is available in TCD . Also a provision is been
made to display the TCD topics added by the previous level for reference
purpose.
Task Cycle page in the masters of PMS module .In quick settings
intervals , the 'start from' drop down now has 4 new options ie.current date,
joining date, joining month and last task date. A new drop down 'to month'
is also added in the quick settings intervals.
In Competency Page Layout Page , Rating has been renamed to
Performance Rating, and parameters such as Potential Rating , Action
Plan, Due Date, Completion Date have been available.
.Succession planning will be the part of the masters of PMS module and
will be based on Designation.It has the following two pages under it.
-Competency Mapping
-Read-Readiness Master
In Succession planning page named Succession Planning has been
available in the transactions of PMS module for the critical position
identification, competency evaluation, setting readiness and deciding the
final replacement.
PMS
24. PMS module reports
1 PMS Final Rating Count Report
2 PMS Key Result Area Report
3 List Of Appraisors
4 PMS Potential Count Report
5 PMS Readiness Count Report
6 Critical Areas Of PMS
7 Employees Actual Performance Register
8 Employee Actual Performance Year Wise Report
9 Employee wise PMS Report
10 Final PMS Detail
11 Final PMS Summary
12 Final Recommendation Register
13 List Of All Eligible Employees For Training
14 PMS Evaluation Summary
15 PMS Eligibility Count Report
25. You may have many training cycles within a training year.
Create any number of training topic hierarchies like category
and sub-category within those topics.
A training program can consist of many training topics and
these programs can then be set at your company, department
or designation levels.
Also create training cost heads and the cost structure for
each of these heads based on a formula.
For a set of training needs identification question group,
create a set of questions, which an employee can answer
subjectively or in response to some objective options.
You can also set the details of the internal or external training
faculty with details like the kind of training topics they conduct
along with the fees charged and the number of programs
conducted.
Employees can fill up TNI application forms and HR can
nominate employees for a training program thus from 4 different
lists: TNI by self, TNI through appraisal, TNI through HOD and
employees not identified for training.
If a training program can have only 10 participants, then HR
can choose employees from these lists and send an email to
them saying they have been nominated for that training
program.
On completion of the training program, the employees can
give their feedback of the program online and the faculty can
also rate the performance of the participants.
An employee can view the training program calendar online which is
dynamically created and there are a whole lot of ISO standard training
program reports already created.
In Training Program a new checkbox named ' Training Cancelled ' is
available , It allows the user to send an intimation mail regarding
training program if cancelled.
A new page named Topic Allocation is available in the Masters of
Training Module. This page is master driven and can be set as per the
hierarchy defined in the Training Master Settings. It allows the HR to
allocate the training topics against which request application can be
done.
In Training Nomination page a column named 'application date' is
available under Trg Application Approved and Trg Application Not
Approved. This column allows the user to view on which date the
application has been done.
Evaluate the actual cost of the training programs conducted and
compare the same with the estimated cost giving the justification for
the cost escalation in the remarks column.
26. Training module reports
1 Employee wise Report
2 Faculty Master Report
3 Training Instructor Feedback
4 Training Needs Register
5 Training Nominated Applications Report
6 Training Participants Feedback
7 Training Program Calendar Report
8 Training Topic Wise Faculty Count
9 Total Application for a Training Program
10 Total Training Attended Employees Without Application
11 Total Training Attended But Not Nominated
12 For Training Total Employees Nominated And Attended
13 Total Training Hour
14 Total Employees Nominated For Training But Not Attended
15 Total Nominations For A Training Program
16 Total Nomination For A Training Program Without Application
17 Training Given Detail Report
18 Training Needs Identified And Attended List
19 Training Cost and Attendees List
20 Training Cost Register
21 Training Nominated And Attended List
22 Training Nominated But Not Attended List
23 Not Nominated For A Training Program But
Attended List
24 Hierarchy Wise Training Given Status Report
25 Employee wise Training Report
26 Competency wise Training Needs Report
27 Training Matrix
28 Training Feedback By Employee Not Given Report
29 Training Feedback By Faculty Not Given Report
27. Security features of the HRMantra software Yes
Facility to define whether Single user / Multiple user access required for the same User Id Y
Facility to define password change period Y
Facility to define size of password Y
Facility to define the number of Log in attempts Y
Facility to define roles Y
Facility to generate reports from the security module - Provision to list application users, their entitlements Y
Facility to generate reports from the security module - Provision to list last access and logged actions in a user friendly way so that business users can easily
review them
Y
Facility to view Users Logged in Y
Facility to Kill users Logged in Y
Facility to Enable Users Locked out Y
Facility to Disable a User Y
Facility to change Password Y
Facility to define Insert/Edit/Delete/Read functions Y
Audit trail to track additions/modifications/deletions Y
Password Encrypted Y
Facility to reset Password Y
Usage of 128 bit SSL for secure encryption and authentication by clients Y
Prompt User to change password in case password has been reset by Admin User Y
The system should prompt the user for X days before the password is due to
expire.
Y
28. TECHNOLOGY
HRMantra has been developed using .NET
technologies with multi-threading etc.
The database could be MS SQL 2008 or above.
Server has to be windows 2008 or above. It can
connect to any SMTP mailing system.
It has an online context sensitive help and user
manual and we give online support over internet,chat,
email and telephone.
It can be easily parametrized as per your growing
needs. Rules settings can be based on any
organizational hierarchy and is very easy to remap in
a few clicks.
Data Import / export facility using MS Excel.