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VTIGER HRM PAYROLL 
[Product Name] 
SOLUTIONS 
[Version X.X] 
Version 1.0.0 
[Platform and Minimum Version Details] 
I 
Platform: VTiger 6 
VTiger HRM Payroll Solution modules (VTHRMS) integrates your Vtiger solution with 
the Recruitment, Employment , Leave Management single solution. This document consist Page of description, 1 
and Payroll Management in to 
feature, installation procedure 
and change log of our plugin.
Description 
VTiger HRM Payroll Solution is easy to use add-on in market to maintain your 
payroll related tasks in your VtigerCrm. The current version 1.0.0 is compatible for 
VtigerCRM latest version release 6.0.0. The Plugin which helps to Mantain Job 
related activities, Maintain Candidates, Conduct Interview for Candidates, convert 
the candidate to Employe/User, Contains Leave Management modules to with 
time sheet to Maintain Employees Leave and Holidays etc. Payroll Functionalities 
contains create fields, create structures, create templates, assigned the templates to 
existing users and get the payroll reports. 
Features 
Key features available now 
I. Recruitment Process 
Create request for a vacancy for a specific Job title with qualification, experience 
and skill set. 
On approval requested jobs can be posted over websites as auto generated html 
forms along with manual entries 
Candidates can register and Upload their resume through a website for the 
particular job post. 
Registered candidates are shortlisted and scheduled for variuos rounds of interview 
with venue details 
Send bulk invites with interview details to registered candidates and assigned user. 
Automated Invitation/Intimation can be sent to the shortlisted candidate and the 
Interviewer. 
Invitations are triggered to candiates move through next level of Interview. 
Selected Candidates can be easily converted to the Employee as well as User by 
single click. 
II. Employee Information 
All most useful informations are maintained for each employee for HR process are 
under this module. 
Training Information, Termination , Resignation process can be tracked 
Automated mail, calendar intimations to the reporting officer and the employee. 
Employee Performance tracking through Reviews from KPI module. 
Page 2 
Plugin Details 
**************** 
Description 
Author : Smackcoders 
Author URL : Smackcoders Site 
version : 1.0.0 
Product URL 
VTiger HRM Payroll Solution 
Demo Link 
VTiger HRM Payroll Solution demo link 
Username : demoadmin 
Password : demo123 
CHANGE LOG 
1.2.0 
Added a new feature "Status Sync". 
List of status shown on Mapping page. 
User can sync selected status records 
(Invoice) to xero. 
To prevent memory limit, execution 
problem. Sending records in batch 
rather than sending all the data at 
once. 
Show Live Result on Main Page. 
Fixed bugs 
1.1.0 
Added fields on vtiger blocks. so that 
user know which xero records has 
synced with vtiger record 
Fixed bugs 
1.0.0 Tested and found works well 
without any issues.
III. Leave Management 
Set Leave Types, Leave Period with details. 
Holidays can be be defined In this module. 
TimeSheet module for Employee Working hours entries and tracking valid worked 
hours of Employee. 
Maximum Working hours can be set. 
The normal pay and pay for over time Working hours can be configured for Payroll 
Calculation. 
Manager can assign No of Days for each employee can take leave under each type 
Employees are limited within Assigned leaves nad need approval 
Employee Can Request Leave and check the remaining leaves available for him. 
IV. Payroll Management 
Create, Edit and Manage Payroll Fields. 
Fixed, Calculative terms can be set for each payroll field 
Create various profiles to maintain the frequency of pay. (Weekly/Semi 
Monthly/Monthly. 
Create Payroll Templates to create/calculate bulk Payroll Payments etc., for 
particular user or Groups 
Assign Payroll as jobs triggered based on frequency set to automate the payroll 
process for eg. each month. 
Page 3
Installation 
1. Create “ HRM ” folder inside test/vtlib folder. 
2. Upload all the module zip folders inside the “HRM” folder 
3. Upload Install.zip from vtigerCRM root directory. 
4. Extract the Install.zip. 
5. Exceute smackHRMInstall.php file like. 
http://yourcrminstance/smackHRMInstall.php 
6. After all the HRM modules get installed. Click the 
http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php link to 
install the extra modules. 
7. If Any module not Installed, Try install manually and run. 
http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php 
Cron Tab: 
Add the below entry to cron tab 
* * * * * wget -o /dev/null -q -O /dev/null 
http://localhost/vtigercrm/vtigerCron.php 2>&1 
Change the time, when you want to run the cron and also change the URL 
(http://localhost/vtigercrm) to your site URL. 
Configuration 
Page 4 
4 | P a g e 
Our Premium Products 
*********************** 
WP Ultimate CSV Importer Pro 
Vtigercrm 6 Quickbooks Integration 
Vtigercrm 6 mailchimp sync 
Vtigercrm 6 Magento Bidirectional 
Connector 
Vtiger 6 Google Calendar Sync 
HR Payroll Management System 
Smart Vtiger Duplicate Merging 
Module 
Our Free Products 
******************* 
Free WP Ultimate Email Marketer 
Free Magento Smart Multi Backup 
Free WP Google SEO Author Snippet 
Free Sugar Themes 
Free Orange HRM Themes 
Free Vtiger CRM Themes 
For More Products click here 
SUPPORT 
Mail Us: support@smackcoders.com
HRM MODULES Workflow 
1) HRM ( Recruitment Process ) 
1. HRM Common Page , Here you can access most Interview, Job Related modules 
2. Job Titles ( Job Postions ) - Create Jobs Positions on organization. 
Page 5
3. Job Requests ( For Hiring New candidates ) 
1. Create Job Request. 
2. Add Interview Types for Job Request ( These are the types of Interview which should be conducted at the 
time of recruitment under the JobTitle ). 
3. Approve JobRequest. 
4. Job Request Forms ( Forms which posted on websites for Candidate registering process) 
1. Copy the form generated in Job Request Form. 
2. Paste the form, to create a website page for candidate registering process. 
Page 6
5. Candidates ( Module Handles Candidates ) 
1. Add record to create Candidates manually. 
2. The candidates will be also created using the Job Request form. 
3. Sort Out the Eligible candidates. 
4. Invite the Eligible Candidates, by changing the Status to Invite. ( When Candidates get invited, A mail will 
be sent to the candidate with the time and date of the interview, the Interview for the requested job will be 
created ) 
Page 7
5. Change Interview status to (Pass/Fail/Selected) to ( Invite the Candidate to next level of Interview/ Reject 
Candidate/Select the Candidate ) 
6. Changing the Interview Status Will Invite to next level or Reject or Select the Candidate and creates Vtiger 
User for that Employee. 
2) Employee Common Page 
1. Employee Common Page ( Here you can access most Employee , Related Module ) 
Page 8
2. Employee ( Employee and and All Employee related module can be accessed from this Module ) 
Page 9
3. Exit Interview Form 
1. On Resignation/ Termination (On clicking - Initiate Termination / Apply Resignation) The Employees 
Reporting Officers will be notified about the Resignation. 
2. The reporting officers will comment on Requesting Exit Interview forms with the content of needed 
formalities to complete the resignation cycle. 
3. An Event/Email will be created on each comment. 
4. Employee will submit the Requested formalities. 
5. Then The Reporting officer will change the status to “Approved”. 
Page 10
3) Leave Modules 
1. Leave Types ( Add Leave Types ) 
2. Leave Period ( Create Leave Periods , Make Current Leave Period ) 
1. Applying for Leave will only work after Creating Leave Periods. As it needs choose the Period of time the 
Employee Applying for leave 
3. Work Week - Work Week defines the working and half working day and non working day. 
Page 11
4. Holidays – Holiday Defined by the organisation. Yearly Repeatable Holidays ( Like Christmas , New Year ), 
and non Repeatable Holidays ( Domestic Calendar Holidays ) 
5. Entitlements ( Add Allowed number of Leave For Particular User ) 
Page 12
6. Time Sheets - Work as a Attendance , Weekly Time sheet for Payroll Calculation 
7. Assign/Apply Leave 
1. Apply or Assign Leave Process Has three step. 
2. Check Leave Exists for particular Leave type and particular user. 
3. Apply for Leave for user. 
4. Approve Leave 
Page 13
3) Payroll 
1. Manage Fields 
1. Create/Delete Order Payroll related fields. 
2. Click + symbol surrounded by round, in right top corner to create fields 
3. You can add Fixed/Calculative Fields. 
4. Calculative Field calculation can be added based on the fixed fields. 
2. Manage Profiles 
1. Add Payroll Profiles with Pay frequency ( “Weekly” ,” Semi Monthly” , “Monthly” etc. ), Profile Rules. 
2. The payroll will calculated at interval of pay frequency. 
Page 14
3. Payroll Template 
1. Payroll Template is used to create a Payroll generation template for particular user or group of users. Based 
on the payroll template the Pay of an employee will be calculated. 
2. Payroll template consist of four parts. 
1. “Header Information” (On/Off) - This option eill show or hide the header Information at the time of 
pdf generation. 
2. “User Information” - Select User to which the Payroll Template should be applied. 
3. Payroll Profile – Select Payroll Profile. 
4. Manage Fields – Select Fields which are all needed for this Payroll Template. 
Page 15
4. Assign Payroll – Is used to create Payroll Task 
1. Pay roll Task Can be execute Immediately 
2. Or Scheduled. 
Page 16
5. Payroll Generated PDF 
Page 17
6. Payroll History ( Already Generated Payrolls are listed here ) 
6. Log Module – Captures Log for every action you make on HRM modules 
Page 18
IMPORTANT NOTE 
• If there is no contact assigned to Invoice, then it wont create any new records. 
• There are some default Mapped fields in Field Mapping. You can’t change that. 
Page 19

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VTiger HRM and Payroll modules

  • 1. VTIGER HRM PAYROLL [Product Name] SOLUTIONS [Version X.X] Version 1.0.0 [Platform and Minimum Version Details] I Platform: VTiger 6 VTiger HRM Payroll Solution modules (VTHRMS) integrates your Vtiger solution with the Recruitment, Employment , Leave Management single solution. This document consist Page of description, 1 and Payroll Management in to feature, installation procedure and change log of our plugin.
  • 2. Description VTiger HRM Payroll Solution is easy to use add-on in market to maintain your payroll related tasks in your VtigerCrm. The current version 1.0.0 is compatible for VtigerCRM latest version release 6.0.0. The Plugin which helps to Mantain Job related activities, Maintain Candidates, Conduct Interview for Candidates, convert the candidate to Employe/User, Contains Leave Management modules to with time sheet to Maintain Employees Leave and Holidays etc. Payroll Functionalities contains create fields, create structures, create templates, assigned the templates to existing users and get the payroll reports. Features Key features available now I. Recruitment Process Create request for a vacancy for a specific Job title with qualification, experience and skill set. On approval requested jobs can be posted over websites as auto generated html forms along with manual entries Candidates can register and Upload their resume through a website for the particular job post. Registered candidates are shortlisted and scheduled for variuos rounds of interview with venue details Send bulk invites with interview details to registered candidates and assigned user. Automated Invitation/Intimation can be sent to the shortlisted candidate and the Interviewer. Invitations are triggered to candiates move through next level of Interview. Selected Candidates can be easily converted to the Employee as well as User by single click. II. Employee Information All most useful informations are maintained for each employee for HR process are under this module. Training Information, Termination , Resignation process can be tracked Automated mail, calendar intimations to the reporting officer and the employee. Employee Performance tracking through Reviews from KPI module. Page 2 Plugin Details **************** Description Author : Smackcoders Author URL : Smackcoders Site version : 1.0.0 Product URL VTiger HRM Payroll Solution Demo Link VTiger HRM Payroll Solution demo link Username : demoadmin Password : demo123 CHANGE LOG 1.2.0 Added a new feature "Status Sync". List of status shown on Mapping page. User can sync selected status records (Invoice) to xero. To prevent memory limit, execution problem. Sending records in batch rather than sending all the data at once. Show Live Result on Main Page. Fixed bugs 1.1.0 Added fields on vtiger blocks. so that user know which xero records has synced with vtiger record Fixed bugs 1.0.0 Tested and found works well without any issues.
  • 3. III. Leave Management Set Leave Types, Leave Period with details. Holidays can be be defined In this module. TimeSheet module for Employee Working hours entries and tracking valid worked hours of Employee. Maximum Working hours can be set. The normal pay and pay for over time Working hours can be configured for Payroll Calculation. Manager can assign No of Days for each employee can take leave under each type Employees are limited within Assigned leaves nad need approval Employee Can Request Leave and check the remaining leaves available for him. IV. Payroll Management Create, Edit and Manage Payroll Fields. Fixed, Calculative terms can be set for each payroll field Create various profiles to maintain the frequency of pay. (Weekly/Semi Monthly/Monthly. Create Payroll Templates to create/calculate bulk Payroll Payments etc., for particular user or Groups Assign Payroll as jobs triggered based on frequency set to automate the payroll process for eg. each month. Page 3
  • 4. Installation 1. Create “ HRM ” folder inside test/vtlib folder. 2. Upload all the module zip folders inside the “HRM” folder 3. Upload Install.zip from vtigerCRM root directory. 4. Extract the Install.zip. 5. Exceute smackHRMInstall.php file like. http://yourcrminstance/smackHRMInstall.php 6. After all the HRM modules get installed. Click the http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php link to install the extra modules. 7. If Any module not Installed, Try install manually and run. http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php Cron Tab: Add the below entry to cron tab * * * * * wget -o /dev/null -q -O /dev/null http://localhost/vtigercrm/vtigerCron.php 2>&1 Change the time, when you want to run the cron and also change the URL (http://localhost/vtigercrm) to your site URL. Configuration Page 4 4 | P a g e Our Premium Products *********************** WP Ultimate CSV Importer Pro Vtigercrm 6 Quickbooks Integration Vtigercrm 6 mailchimp sync Vtigercrm 6 Magento Bidirectional Connector Vtiger 6 Google Calendar Sync HR Payroll Management System Smart Vtiger Duplicate Merging Module Our Free Products ******************* Free WP Ultimate Email Marketer Free Magento Smart Multi Backup Free WP Google SEO Author Snippet Free Sugar Themes Free Orange HRM Themes Free Vtiger CRM Themes For More Products click here SUPPORT Mail Us: support@smackcoders.com
  • 5. HRM MODULES Workflow 1) HRM ( Recruitment Process ) 1. HRM Common Page , Here you can access most Interview, Job Related modules 2. Job Titles ( Job Postions ) - Create Jobs Positions on organization. Page 5
  • 6. 3. Job Requests ( For Hiring New candidates ) 1. Create Job Request. 2. Add Interview Types for Job Request ( These are the types of Interview which should be conducted at the time of recruitment under the JobTitle ). 3. Approve JobRequest. 4. Job Request Forms ( Forms which posted on websites for Candidate registering process) 1. Copy the form generated in Job Request Form. 2. Paste the form, to create a website page for candidate registering process. Page 6
  • 7. 5. Candidates ( Module Handles Candidates ) 1. Add record to create Candidates manually. 2. The candidates will be also created using the Job Request form. 3. Sort Out the Eligible candidates. 4. Invite the Eligible Candidates, by changing the Status to Invite. ( When Candidates get invited, A mail will be sent to the candidate with the time and date of the interview, the Interview for the requested job will be created ) Page 7
  • 8. 5. Change Interview status to (Pass/Fail/Selected) to ( Invite the Candidate to next level of Interview/ Reject Candidate/Select the Candidate ) 6. Changing the Interview Status Will Invite to next level or Reject or Select the Candidate and creates Vtiger User for that Employee. 2) Employee Common Page 1. Employee Common Page ( Here you can access most Employee , Related Module ) Page 8
  • 9. 2. Employee ( Employee and and All Employee related module can be accessed from this Module ) Page 9
  • 10. 3. Exit Interview Form 1. On Resignation/ Termination (On clicking - Initiate Termination / Apply Resignation) The Employees Reporting Officers will be notified about the Resignation. 2. The reporting officers will comment on Requesting Exit Interview forms with the content of needed formalities to complete the resignation cycle. 3. An Event/Email will be created on each comment. 4. Employee will submit the Requested formalities. 5. Then The Reporting officer will change the status to “Approved”. Page 10
  • 11. 3) Leave Modules 1. Leave Types ( Add Leave Types ) 2. Leave Period ( Create Leave Periods , Make Current Leave Period ) 1. Applying for Leave will only work after Creating Leave Periods. As it needs choose the Period of time the Employee Applying for leave 3. Work Week - Work Week defines the working and half working day and non working day. Page 11
  • 12. 4. Holidays – Holiday Defined by the organisation. Yearly Repeatable Holidays ( Like Christmas , New Year ), and non Repeatable Holidays ( Domestic Calendar Holidays ) 5. Entitlements ( Add Allowed number of Leave For Particular User ) Page 12
  • 13. 6. Time Sheets - Work as a Attendance , Weekly Time sheet for Payroll Calculation 7. Assign/Apply Leave 1. Apply or Assign Leave Process Has three step. 2. Check Leave Exists for particular Leave type and particular user. 3. Apply for Leave for user. 4. Approve Leave Page 13
  • 14. 3) Payroll 1. Manage Fields 1. Create/Delete Order Payroll related fields. 2. Click + symbol surrounded by round, in right top corner to create fields 3. You can add Fixed/Calculative Fields. 4. Calculative Field calculation can be added based on the fixed fields. 2. Manage Profiles 1. Add Payroll Profiles with Pay frequency ( “Weekly” ,” Semi Monthly” , “Monthly” etc. ), Profile Rules. 2. The payroll will calculated at interval of pay frequency. Page 14
  • 15. 3. Payroll Template 1. Payroll Template is used to create a Payroll generation template for particular user or group of users. Based on the payroll template the Pay of an employee will be calculated. 2. Payroll template consist of four parts. 1. “Header Information” (On/Off) - This option eill show or hide the header Information at the time of pdf generation. 2. “User Information” - Select User to which the Payroll Template should be applied. 3. Payroll Profile – Select Payroll Profile. 4. Manage Fields – Select Fields which are all needed for this Payroll Template. Page 15
  • 16. 4. Assign Payroll – Is used to create Payroll Task 1. Pay roll Task Can be execute Immediately 2. Or Scheduled. Page 16
  • 17. 5. Payroll Generated PDF Page 17
  • 18. 6. Payroll History ( Already Generated Payrolls are listed here ) 6. Log Module – Captures Log for every action you make on HRM modules Page 18
  • 19. IMPORTANT NOTE • If there is no contact assigned to Invoice, then it wont create any new records. • There are some default Mapped fields in Field Mapping. You can’t change that. Page 19