The document describes the features and modules of the Mentis HR and Payroll software. It includes modules for web based payroll, recruitment, performance appraisals, intranet portal, statutory compliances, leave management, attendance management, online payroll, online employee taxes, e-recruitment system, appraisal system, goal setting system, training system, and statutory reports. It also lists key differentiators such as a helpdesk system, formula builder, workflow configuration, and advanced shift roasters.

1. Mentis HR and Payroll “We Deliver IT”

3. Employee Training and Development

4. Employee Performance And Appraisal

5. Recruitment and Job Site

6. Intranet Portal

8. SELF SERVICE INFORMATION VIEW SELF INFORMATION VIEW PAYSLIPS EXCHANGE MESSAGES COMPANY ANNOUNCEMENTS DASHBOARD EMPLOYEE REQUEST/APPROVALS RESIGNATION REIMBURSEMENT CLAIM LOANS AND ADVANCES ASSET ISSUANCE MANPOWER REQUEST TRAINING NEED ATTENDANCE REGULARIZATION LEAVE APPLICATION LEAVE CANCELLATION OTHER ACTIVITIES MARK ATTENDANCE TAX DECLARATION SELF APPRAISAL DEFINE SELF KRA/KPI INTERVIEW ASSESSMENT TRAINING FEEDBACK SUBORDINATE LEAVE SUBORDINATE KRA/KPI SUBORDINATE APPRAISALS

9. ONBOARDING CONFIGURATION JOINING DOCUMENTS JOINING CHECKLIST JOINING ALERTS JOINING ACTION QUICK CREATE UPLOAD DOCUMENTS ALLOCATE SUPERVISOR ALLOCATE ROSTER UPLOAD TAX INVESTMENTS ASSIGN PRIVILEGES ENTER PF/ESI INFORMATION ASSIGN LEAVE POLICY APPROVAL WORKFLOW ASSIGN/GENERATE CODE ASSIGN SALARY STRUCTURE ISSUE ASSETS INDUCTION CHECKLIST ALLOCATE EMAIL ID REFERENCE CHECKS SYSTEM ACTIONS NOTIFY DEPARTMENTS AUTOGENERATE CODES EMAIL EMPLOYEE

10. EXIT MANAGEMENT CONFIGURATION OPTIONS CREATE CLEARANCE FORMS CREATE CHECKLIST CLEARANCE DEPARTMENTS ASSIGN CLEARANCE AUTHORITY CREATE EXIT FORMS EXIT FORM QUESTIONS RESIGNATION APPROVAL WORKFLOW EXIT PROCESS - WORKFLOW NOTIFICATION ALERT EMPLOYEE RESIGNATION RESIGNATION ACCEPTANCE RESIGNATION FINALIZATION CLEARANCE NOTIFICATIONS ONLINE CLEARANCE EXIT PROCESS – FNF SETTLEMENT COMPILE CLEARANCE ENTER DUE RECOVERY LEAVE ADJUSTMENT NOTICE PERIOD ADJUSTMENT TAX ADJUSTMENTS GRATUITY SETTLEMENT POSTING TO PAYROLL FINISH FNF PROCESS FNF STATEMENT EXIT PROCESS – OTHER ACTIVITIES EXIT INTERVIEW REGISNATION PULL BACK ATTRITION ANALYSIS REHIRING NOTES/ELIGIBILITY BACKGROUND VERIFICATION NOTES

11. ATTENDANCE AND TIME OFFICE ADMINISTRATION/CONFIGURATION OPTIONS DEFINE SHIFTS MAP SUPERVISORS MAP TIME KEEPERS MULTIPLE OPTIONS MARK ATTENDANCE ONLNE MARK FOR SUBORDINATES MARKING BY HR EXCEL UPLOAD BIOMETRIC/ACCESS CARD INTEGRATION MARKING BY BACKOFFICE EMPLOYEE ACTIONS MARK SELF ATTENDANCE REGULARIZE ATTENDANCE GET LATE/MIS ALERTS SUPERVISOR ACTIONS MARK SUBORDINATE ATTENDANCE APPROVE ATTENDANCE REGULARIZATION REPORTS STATUTORY REPORTS ABSENTEEISM ATTENDANCE REPORTS OPERATIONAL FEATURES LATE COMING RULES LATE COMING ALERT ATTENDANCE MISS ALERT

12. LEAVE MANAGEMENT ADMINISTRATION/CONFIGURATION OPTIONS DEFINE LEAVE POLICY CREATE LEAVE TYPES CONFIGURE LEAVE RULES DEFINE HOLIDAY CALENDARS APPROVAL RULES EMPLOYEE ACTIONS VIEW LEAVE BALANCE APPLY FOR LEAVE EMAIL NOTIFICATION SENT SUPERVISOR ACTIONS VIEW LEAVE APPLICATION APPROVE/REJECT LEAVE LEAVE BALANCE UPDATED APPLY FOR SUBORDINATE APPROVE/REJECT LEAVE EMAIL NOTIFICATION SENT HR ACTIONS LEAVE REGULARIZATION UPDATE LEAVE BALANCE APPROVE/CANCEL LEAVES LEAVE REPORTS LEAVE ENCASHMENT CREATE EMAIL TEMPLATES OPERATIONAL FEATURES LEAVE ENCASHMENT LEAVE CARRYFORWARD RULE BASED ACCRUALS

13. ONLINE PAYROLL SYSTEM ADMINISTRATION/CONFIGURATION OPTIONS DEFINE SALARY STRUCTURES CONFIGURE PF/ESI RULES CONFIGURE DEDUCTIONS CONFIGURE SALARY COMPONENTS HR ACTIONS PROCESS PAYROLL FULL & FINAL SETTMENT VERIFY PAYROLL ROLLBACK PAYROLL RERUN PAYROLL FREEZE PAYROLL GENERATE SALARY SLIPS GENERATE REPORTS PROCESS ARREARS ACCOUNTS ACTIONS HOLD/RELEASE SALARY CALCULATE/VALIDATE TAX CHANGE/APPROVE PAYMENT GENERATE BANK TRANSFERS GENERATE REPORTS TAX ADJUSTMENTS GENERATE RECONCILLIATIONS EMAIL PAYSLIPS POSTING TO ERP

14. ONLINE EMPLOYEE TDS ADMINISTRATION/CONFIGURATION OPTIONS CONFIGURE TAX SLABS CONFIGURE SECTIONS CONFIGURE INVESTMENT CONFIGURE MAXIMUM LIMITS EMPLOYEE ACTIONS ENTER DECLARATION ATTACH DOCUMENTS VIEW FORM 16 UPLOAD DECLARATIONS VIEW TAX COMPUTATIONS ACCOUNTS ACTIONS APPROVE DECLARATIONS VALIDATE DOCUMENTS COMPUTE EMPLOYEE TAX TAX ADJUSTMENTS GENERATE REPORTS TAX ESTIMATIONS GENERATE FORM 24/26

15. E-RECRUITMENT SYSTEM ADMINISTRATION/CONFIGURATION OPTIONS DEFINE RECRUITERS CONFIGURE SUBSCRIPTIONS CONFIGURE PAYMENT TERMS DEFINE JOB DESCRIPTIONS DEFINE BUDGETS CONFIGURE JOBSITE EMPLOYEE/HIRING MANAGER ACTIONS RAISE MPR CONDUCT INTERVIEW CANDIDATE ASSESSMENT SUPERVISOR/HOD ACTIONS APPROVE MPR SHORTLIST CANDIDATES HR ACTIONS APPROVE MPR CREATE JOB POSITIONS SEARCH CANDIDATES SCREEN CANDIDATES CANDIDATE ASSESSMENT MANAGE RESUMES OFFER/REGRET LETTER FINALIZE/HOLD CANDIDATES JOINING FORMALITIES MANAGEMENT ACTIONS APPROVE OFFER LETTERS APPROVE BUDGETS

16. APPRAISAL SYSTEM ADMINISTRATION/CONFIGURATION OPTIONS DEFINE GROUPS DEFINE KRA/KPI CONFIGURE RATING SCALE DEFINE APPRAISAL PERIOD DEFINE JOB DESCRIPTIONS INCREMENT RULES MAP EVALUATORS DEFINE KRA WEIGHTAGE EMPLOYEE ACTIONS DEFINE/ADD SELF KRAS SELF APPRAISALS SUPERVISOR ACTIONS RECOMMEND TRAININGS SUBORDINATE KRAS SUBORDINATE APPRAISALS HR ACTIONS INITIATE APPRAISALS APPROVE KRAs COMPILE APPRAISALS GENERATE INCREMENTS POST INCREMENTS TO PAYROLL BELL CURVE ANALYSIS MANAGEMENT ACTIONS TRAINING NEED ANALYSIS AUTHORIZE INCREMENTS

17. GOAL SETTING SYSTEM ADMINISTRATION/CONFIGURATION OPTIONS DEFINE GOALS CONFIGURE FREQUENCY CONFIGURE MEASURES DEFINE DEPARMENT TARGET ALLOCATE TARGET CLASSIFY GOALS ASSIGN GOALS VIEW GOAL SHEET EMPLOYEE ACTIONS VIEW GOAL SHEET ACCEPT GOALS ENTER ACHIVEMENTS SUPERVISOR ACTIONS TRACK/VIEW TEAM GOALS VIEW TEAM GOALS APPROVE ACHIVEMENTS MANAGEMENT ACTIONS VIEW ORGANIZATION GOALS TRACK OVERALL ACHIEVEMENTS DEVIATION ANALYSIS INDICATOR ANALYSIS DRILLDOWN ANALYSIS

18. TRAINING SYSTEM ADMINISTRATION/CONFIGURATION OPTIONS DEFINE SKILLS DEFINE TRAINING TYPES CONFIGURE MODULES MAP SKILLS DEFINE TRAINING BUDGET DEFINE FACULTIES DEFINE TRAINING TYPE CONFIGURE TRAININGS EMPLOYEE ACTIONS TRAINING FEEDBACK REQUEST FOR TRAINING VIEW ALLOTED TRAININGS SUPERVISOR ACTIONS EFFECTIVENESS FEEDBACK RECOMMEND TRAINING HR ACTIONS INITIATE TRAINING TRAINING INVITATIONS TRAINING CALENDAR TRAINING SCHEDULE TRAINING ATTENDANCE FEEDBACK ANALYSIS MANAGEMENT ACTIONS ANALYZE EFFECTIVENESS APPROVE BUDGETS

19. STATUTORY REPORTS PF REPORTS/FORMS FORM 2 COMBINED CHALLAN PF SUMMARY FORM 6A FORM 5 FORM 3A PF TRANSFER 13A PF CHALLAN PF STATEMENT ESI REPORTS/FORMS ESI STATEMENT ESI SUMMARY ESI CHALLAN FORM 7 FORM 16 FORM 5 - RETURN FORM 3 FORM 1 INCOME TAX FORM 16 FORM 24 FORM 26 FORM 27 OTHER/MISC FORMS MUSTER ROLL FORM 37 CA REPORT LEAVE – FORM 14 & 15 ADULT REGISTER FORM C (BONUS) GRATUITY NOMINATION FORM 18 FORM 37

20. ADD-ON MODULES ASSET TRACKING SYSTEM ASSET REQUISITION ASSET APPROVAL ASSET ALLOCATION ASSET HANDOVER ASSET ALLOCATION RULES NEW JOINEE REQUESTS INVENTORY MAINTENANCE EMPLOYEE CAB MANAGEMENT ASSIGN CABS DEFINE PICKUP POINTS DEFINE CABS DEFINE ROUTES EMPLOYEE SUCCESSION PLANNING MAP SUCCESSORS GENERATE SUCCESSION PLAN MAP POSITION SKILLS INTRANET PORTAL ANNOUNCEMENTS MESSAGES ANNIVERSARIES BIRTHDAY WISHES DOCUMENT MANAGEMENT SYSTEM EMPLOYEE DOCUMENTS PUBLIC DOCUMENTS COMPANY DOCUMENTS

22. Better internal control and greater transparency, system can track the efficiencies of support departments, view employee query resolution efficiencies and help track any escalation effectively

23. Formula Builder

24. Highly configurable, handles complex salary structures and requires no/little customizations in future

25. Workflow Configuration

26. Business rules can be easily mapped, allows multiple rules across departments and highly scalable as per company growth

27. Tested on high volume implementation

28. No Surprises or performance issues when the volume is increased in terms of employees and locations

29. Advance Shift Roasters

31. As business starts using the system, new requirements for reporting arises, the report builder allows the users to have full control over various analytics as needed

32. Dynamic Leave Policies

33. Dynamic and configurable leave rules that can be altered as per customer requirements, allows better tracking of leave carry forward, encashment and works on both financial

34. F&F Control Workflows

35. A comprehensive F&F workflow that is highly configurable as per the business needs, provides automatic alerts, detail tracking of outstanding dues, recoveries, adjustment of notice period and leave encashment

36. SMS Based Workflows

38. Eliminates the need to login to the system for leave approvals, the approvals can be done directly through email thus saving time and more convenient for higher management and travelling managers

39. SMS alerts

40. Timely identification of deviations and eliminates last minute queries. For instance every time an employee is marked as short shift or late employee is alerted in advance and not after receiving salary slips thus eliminating excessive queries and better transparency and control

41. Multiple Leave Policies

42. Highly configurable leave policy administrator allows maintaining different leaves rules based on grade or department, allows implementing pro-rata leave accrual without any manual intervention

43. Absconding alerts

45. To ensure that the system is used without any hindrances and save user efforts by providing excel based bulk operations like bulk upload of new employees, deputation, reassignment and resignations

46. Workforce Planners

47. Allows management to define budgeted, planned, approved and projected positions making the needs for approval for hiring/replacement minimal while keeping the necessary controls to ensure that the workforce stay within budgeted limits

48. Training Need Identification

49. View the skill and competency gap and identify the key areas requiring training, allows planning of training schedule based on the skill gaps and maintain the training schedule for the entire organization. Training budgets can also be defined and tracked

50. Skill Matrix

52. View the bell curve of your organization after performance evaluation to allow streamlining the succession and growth plan of employees based on their performance

53. Corporate Job Site

54. To stay ahead while connecting with your prospect employees, create and publish your own corporate job site. Fully integrated with the backend Mentis HRIS in terms of job openings, interview scheduling, refreshing profile information and share status of the job applicants. A comprehensive search criteria to filter the candidates based on a variety of filter criteria allow to quickly search through the entire resume database

55. Configurable Taxation Policies

57. Create as many types of letter templates in word format and use those to issue letters using the system. No limitations on number of templates or need for vendor customizations in case new templates need to be added or existing ones need modification. A comprehensive search criteria to select the employees based on various conditions and then generate and issue letters in bulk

58. Letter Approval and Duplicate Generation

59. Letter generation is controlled via approval system and checks in the system for duplicate letter generation. An audit trail to keep track of all letters generated through the system

60. Payroll Generation -> Approval workflows

62. Mentis Business has been growing fastest in comparison to competition

63. Over 10 customers in the last quarter alone

64. Over 50% of customers have purchased additional modules of Mentis

65. Mentis Quote inclusive of 1 year AMC, Implementation and standard customizations

66. Lowest TCO and Highest ROI with very nominal customization charges

68. Strong Domain Expertise

69. Experience Team

70. Proven Track Record

71. Wide Range of Offerings (HR –> Insurance –> Wealth Management –> CRM –> ERP –> Anti-Fraud –> E-Learning –> Customized Solutions)