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Infinite Computer Solutions (India) Ltd.
Plot No. 157, EPIP Zone, Phase 2, Whitefield, Bangalore-560066
www.infinite.com
User Guide For CoreHR Module (BizX)
Doc Name Ver.# Author Approved by Date of Approval
BizX CoreHR Module - User Guide 1.1 Syed Sajjad Lemuel Paul 10-Jan-2019
This document is the property of and proprietary to Infinite Computer Solutions. Contents of this document should not be disclosed to any unauthorized person. This document may not, in whole or in part, be reduced, reproduced, stored in a retrieval system, translated, or transmitted in any form or by any means, electronic or mechanical outside the Infinite Network.
Document Control
Document Release Date 10-Jan-2019
Intended Audience All regular employees and independent consultants of Infinite (All
Entities)
Applicability
The policy extends to all regular employees and independent consultants of Infinite (All Entities)
Revision History
Version Details of Changes Author Reviewed by Date of Release
Status
1.0 Initial Draft of CoreHR Module
Syed Sajjad Prranjul Srivastav 10-Jan-2019
Approved
1.1 Screen Shots updated with latest version release
Syed Sajjad Prranjul Srivastav
Glossary / Abbreviations / Acronyms
Short Form Explanation / Full form
Infinite / Company Infinite Computer Solutions
Related Documents
Sl. # Document title Version #
Guidelines
Table of Contents
Overview ............................................................................................................................................... 5 1 CoreHR Module ........................................................................................................................... 5 1.1 Scope of CoreHR Module ............................................................................................................ 5 1.2 Benefits ....................................................................................................................................... 6 1.3 Intended Audience...................................................................................................................... 6 1.4 Security Levels ............................................................................................................................ 6 1.5 System Setup/Configuration ....................................................................................................... 6 1.6 Roles and Responsibilities in CoreHR System ............................................................................. 7
Business Flow CoreHR Module............................................................................................................. 8 2 Application Login Flow Diagram ................................................................................................. 8 2.1 Application Home Page (CoreHR) ............................................................................................... 8 2.2 Application Flow Diagram (Home Page - CoreHR) .................................................................... 11 2.2.1 Available Options in CoreHR ..................................................................................................... 11 2.2.1.1 Employee Dashboard ................................................................................................................ 12
BizX CoreHR Module User’s Reference/Guide
1. BizX Overview BizX is an Infinite ERP tool, an employee portal which is secured website that connects you to Employee’s records. The portal allows you to navigate to different modules which is built on latest technology platform and details with a securely manner. BizX delivers a clean, consistent and user-friendly design and can be used on computers, mobiles and tablets, resulting in greater user satisfaction, quick turn-around time, timely submissions of expenses, timely approvals and quick access to upload receipts, visibility of costs, etc., The CoreHR module comes with its own Mobile Apps for iOS and Android, which allows users to view and update their details like personal details, educational, qualification & employment details, and renumeration details.
2. CoreHR Module The objective of the CoreHR module is to automate a HRMS Management System with workflows, processes and activities that are related to an individual’s personal data, in alignment to the Organization’s Policies and Procedures that are designed as part of the Quality Management System. CoreHR is a type of information system that is designed to manage an Organization's computerized and automated human resource (HR) processes. With the increase in Business complexity and competition, employee management has become increasingly more complicated and difficult. Employees expect more from their companies and companies expect more from employees. To achieve the maximum in each case, a proper system is required to manage employee expectations as well as their output. The proposed system is a web-based application and mobile friendly app downloadable from App Stores, to maintains a centralized repository of all personal information, integrated to other eco-systems and applications that feed master data that are created by various other departments and support functions. The system allows one to easily view and update their personal details and HR department to be able to process them with ease and ability to have a controlled tracking.
3. Benefits
• Ability to maintain and manage the Org level employee’s efficiently
• It improves employee self-service
• It is cost-effective
• Eliminates human error
• It is highly offering data Integrity and data security
• Integration to Master modules and a scalable solution for integration to other systems
• It is implemented and designed in a very simple manner that the software can be handled and controlled easily by an HR Ops and all Org level professionals
4. Intended Audience Below table defines the intended users with their permission levels:
Sl.No Roles Users Permission Level
1 Super Admin
• HR Head
• Chief Financial Officer (CFO)
• HR Ops and Biz HR
Full Control
2 Level-I • Employee View, Edit, Save
3 Level-II • Reporting Manager View, Edit, Save
5. Roles Based Access Details
• HR Admin
o Ability to view and access all the employee’s personal details
o Ability to generate the HRMS related reports
• Level-I & Level-II Users
o Ability to access, view and edit their respective personal details
o Ability to view their employee details like personal details, basic details, employment, qualification and educational details, and renumeration details
6. Application High Level Flow
7. Application Screens Walkthrough
LOGIN, DASHBOARD AND HOME PAGE
• Login page to BizX application using the Active Directory or Form based custom authentication
• Password is same as your webmail password. Once you enter password click on Sign In button.
• A view to the Landing Dashboard screen. Managers can view pending requests count and a quick access to all the modules
Note: Depending on the User role, the tabs will be listed in the Expense module:
• For a regular employee, only the Create Expense & the My Expense tab will be displayed.
• • For an Approver such as a Reporting Manager/Project Manager/SBU Head/BU Head, the Pending Expenses tab will also be displayed.
• • For Finance Helpdesk, the Finance Approval tab will be displayed.
• • For CFO & Finance Helpdesk, the Expense Report will also be displayed.
2.2 Application Flow Diagram (Home Page - CoreHR)
2.2.1 Available Options in CoreHR
• All Employees will have access to CoreHR module as ready only. Only HR team will be the authorized team to view/edit the employee details.
2.2.1.1 Employee Dashboard
This feature is used to view the self-employee details in the portal based on login credentials and entity.
Screenshot:
• Below is the screenshot from the Employee Dashboard Page:
➢ Basic Information
➢ Other Basic Information
➢ Separation Details
The below table provides the information, the fields which are displayed in Employee Dashboard → Employee Information page:
S.No Fields Name Sub Fields Name Field Type Type Mandate (Yes/No)
1 Basic
Information Basic Information
Title Drop down varchar Yes
First Name Text Box varchar Yes
Middle Name Text Box varchar Yes
Last Name Text Box varchar Yes
Gender Drop down varchar Yes
Date of Joining Calendar Control
varchar Yes
Date of Birth Calendar Control
varchar Yes
Age Text Box varchar Yes
Reporting Manager Text Box varchar Yes
Last Promotion Date Calendar Control
varchar Yes
Notice Period Text Box varchar Yes
2 Other Basic Information
Other Basic Information
Other Basic Information
Nick Name Text Box varchar Yes
Father Name Text Box varchar Yes
Mother Name Text Box varchar Yes
Gender Drop down varchar Yes
Nationality Drop down varchar Yes
UAN Text Box varchar Yes
Domicile State Drop down varchar Yes
Religion Drop down varchar Yes
Ex-Service Man Drop down varchar Yes
Mobile No Text Box varchar Yes
Personal Email Text Box varchar Yes
Identification Text Box varchar Yes
Sports Text Box varchar Yes
Hobbies Text Box varchar Yes
Office Extension Text Box varchar Yes
Workstation Text Box varchar Yes
Domain Information
Company Email Text Box varchar Yes
Login Account Text Box varchar Yes
Office Phone Text Box varchar Yes
PF Details PF Account No Text Box varchar Yes
ESI No Text Box varchar Yes
3 Career Information
Organization Drop down varchar Yes
Client Drop down varchar Yes
Project Drop down varchar Yes
Grade Drop down varchar Yes
Designation Title Drop down varchar Yes
BU Name Text Box varchar Yes
SBU Name Text Box varchar Yes
Unit Location Drop down varchar Yes
Office Location Drop down varchar Yes
Physical Location Drop down varchar Yes
4 Identity Information
Select Identity Drop down varchar Yes
Validity End Date Calendar Control
varchar Yes
Identity Number Text Box varchar Yes
Attachment Attachment varchar Yes
5 Address Information
Present Address
Full Address Text Box varchar Yes
Country Text Box varchar Yes
State Text Box varchar Yes
City Text Box varchar Yes
Zip Code Text Box varchar Yes
Mobile No Text Box varchar Yes
Landline No Text Box varchar Yes
Permanent Address Same as Present Address
Check Box varchar Yes
Permanent Address
Full Address Text Box varchar Yes
Country Text Box varchar Yes
State Text Box varchar Yes
City Text Box varchar Yes
Zip Code Text Box varchar Yes
Mobile No Text Box varchar Yes
Landline No Text Box varchar Yes
6 Qualifications
Qualification Drop down varchar Yes
Name of Institute Text Box varchar Yes
Name of University Text Box varchar Yes
Month Drop down varchar Yes
Year Drop down varchar Yes
Specialization Text Box varchar Yes
Percentage Text Box varchar Yes
Highest Education Check Box varchar Yes
7 Salary Details
Monthly Components
Basic Text Box numeric Yes
HRA Text Box numeric Yes
Educational Allowance Text Box numeric Yes
Advance Statutory Bonus Text Box numeric Yes
Infinite Flexible Benefit Plan (IFBP *)
Text Box numeric Yes
Monthly Gross Text Box numeric Yes
Annual Components
CTC Offered (HR Discussion)
Text Box numeric Yes
LTA Text Box numeric Yes
PF (Employer Contribution)
Text Box numeric Yes
Mediclaim and PAP Text Box numeric Yes
Gratuity Text Box numeric Yes
Annual Gross Text Box numeric Yes
Car Lease Text Box numeric Yes
Annual CTC Text Box numeric Yes
Variable Component
(Performance Bonus)
Variable Pay Text Box numeric Yes
Total CTC Text Box numeric Yes
Joining Bonus Paid Text Box numeric Yes
Effective Date Calendar Control
varchar Yes
Reason Calendar Control
varchar Yes
8 Employment History
Name of the Employer Text Box varchar Yes
From Date Calendar Control
varchar Yes
To Date Calendar Control
varchar Yes
Street Text Box varchar Yes
City Text Box varchar Yes
Pin Code Text Box varchar Yes
Position Held Text Box varchar Yes
Name of Reporting Manager
Text Box varchar Yes
Tel/Mob Number of Manager
Text Box varchar Yes
Email ID of Manager Text Box varchar Yes
Responsibilities Text Area varchar Yes
Reason(s) for Leaving Text Area varchar Yes
9 Document Upload We have few list of required mandatory documents
Attachment varchar Yes
10 Dependent Details
Name Text Box varchar Yes
Gender Drop down varchar Yes
Date of Birth Calendar Control
varchar Yes
Age Text Box varchar Yes
Relationship Drop down varchar Yes
Remarks Text Area varchar Yes
11 References
Name Text Box varchar Yes
Association Drop down varchar Yes
Contact Address Text Area varchar Yes
Phone Number Text Box varchar Yes
Known since Calendar Control
varchar Yes
12 Visa Details
Visa Type Drop down varchar Yes
Application Field Date Calendar Control
varchar Yes
Premium Processing Drop down varchar Yes
Application Approving Date
Calendar Control
varchar Yes
Petition Start Date Calendar Control
varchar Yes
Petition End Date Calendar Control
varchar Yes
I-94 Start Date Calendar Control
varchar Yes
I-94 Expiration Date Calendar Control
varchar Yes
Receipt # Text Box varchar Yes
Immigration Status Text Box varchar Yes
Remarks Text Box varchar Yes
Attachment Attachment varchar Yes
13 Allocation History
Project details will be shown here
List varchar Yes
14 Separation Details
Employee Status Label varchar Yes
Reliving Date Label varchar Yes
Resignation Remarks Label varchar Yes
Exit Interview Conducted Label varchar Yes
Re-Hire Remarks Label varchar Yes
Resignation Accepted (HR)
Label varchar Yes
Exit Process Followed Label varchar Yes
Attrition type Label varchar Yes
Details of Reason Label varchar Yes
Exit Interview Conducted Date
Label varchar Yes
Final Settlement Label varchar Yes
Resignation Date Label varchar Yes
HR Resignation Reason Label varchar Yes
Notice Period Served (in days)
Label varchar Yes
Suitable for rehire Label varchar Yes
Final Settlement Date Label varchar Yes
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