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[Type the abstract of the document here. The abstract is typically a short summary of the contents of the document. Type the abstract of the document here. The abstract is typically a short summary of the contents of the document.] Human Resources Module [User Manual]

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Page 1: Human Resources Module - Injazat Information Systeminjazatuae.ae/wp-content/uploads/Document/HR User Manual.pdf · User Manual Human Resources Module 7 4.2. Management This page is

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[Type the abstract of the document here.

The abstract is typically a short summary of

the contents of the document. Type the

abstract of the document here. The

abstract is typically a short summary of the

contents of the document.]

Human

Resources

Module [User Manual]

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Table of Contents

1. Introduction .......................................................................................................................................................... 2

2. HR Module Components ....................................................................................................................................... 2

3. Dashboard ............................................................................................................................................................. 3

4. Company Menu .................................................................................................................................................... 6

4.1. Company Profile ....................................................................................................................................... 6

4.2. Management ............................................................................................................................................ 7

4.3. Department .............................................................................................................................................. 8

5. Employee Menu .................................................................................................................................................... 9

5.1 Employee Profile ....................................................................................................................................... 9

5.2 Employees ............................................................................................................................................... 11

5.3 Employee Upgrade Salary ....................................................................................................................... 12

5.4 Stop Salary ............................................................................................................................................... 12

6. Employee Requests Menu ................................................................................................................................... 13

6.1 Employee Coming Requests .................................................................................................................... 13

6.2 Employee Coming Sanctions ................................................................................................................... 14

6.3 Add Employee Sanction........................................................................................................................... 15

7. Employee Attendance Menu............................................................................................................................... 15

7.1 Working Time Details .............................................................................................................................. 15

7.2 Monthly Working Time Schedule ............................................................................................................ 16

7.3 Add Official Holidays ............................................................................................................................... 16

7.4 Official Holidays Data .............................................................................................................................. 17

8. HR Report Menu .................................................................................................................................................. 17

8.1 Vacation Type Report .............................................................................................................................. 17

8.2 Employee-Government Report ............................................................................................................... 19

9. HR Settings Menu ................................................................................................................................................ 20

9.1 Setting Category Data.............................................................................................................................. 20

9.2 General Setting Category ........................................................................................................................ 20

9.3 Setup Warnings ....................................................................................................................................... 21

10. Employee Evaluation Menu .............................................................................................................................. 22

10.1 Add Employee Evaluation ....................................................................................................................... 22

10.2 Create Employee Evaluation .................................................................................................................. 23

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1. Introduction

The HR Module is integrated suite of number of necessary HR functions, such as storing

employee data, managing payrolls, recruitment processes, benefits administration and

keeping track of attendance records. It ensures everyday Human Resources processes are

manageable and easy to access

2. HR Module Components

HR Module functionalities encompass:

- Dashboard

- Company

- Employee

- Employee request

- Attendance

- report

- setting

- evaluation

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3. Dashboard

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Filtering the dashboard by employee user name (by default the logged in user) and by date (by default

today).

View the status of the employee in terms of the following percentages: Annual vacations percentage,

sick leave percentage, Exit permits percentage, Remaining discounts percentage, etc.

Display totals related to employee paid leave and unpaid leave, number of days of absence and

attendance, sanctions, total working hours and overtime hours.

Charts Section:

o Targeted Transactions Chart

o Work Days Chart

o Expiry of Government Papers

These charts have zoom control elements; the x-axis will change the duration whenever we click on

particular point on the graph; that’s mean when we click on a spot on a certain month “x-axis represents

a year ”we will zoom in to that month in more detailed data” x-axis represents a month” and vice

versa.(Look at the following figures)

- For a year

- For a month

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Display expired government papers.

Display the total discounts for different discounts types.

Display totals related to uncompleted surveys and requests.

Display attendance timings.

Display employee name and important links like employee profile.

Display employee evaluation details.

Display the status and details for all employee requests type like vacation request, exit permit, etc.

Display the training courses taken by employee.

Display the salary details.

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4. Company Menu

4.1. Company Profile

This page is used to add new company by filling up the required details.

Users can search company details by using the previous entered code.

These buttons are used to Clear, Edit, Print and red refresh the Data.

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4.2. Management

This page is used to add new management that can be separate or under other management.

All managements that have been previously created are shown and can be edit as well.

Search company details.

List shows all managements that have been created.

Activate Button

User can attach any required document

These buttons are used to Clear, Edit, Delete, Print and red refresh the Data

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4.3. Department

This page is used to add new department that must be inserted under specific management. All

departments that have been previously created are shown and can be edit and activate as well.

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5. Employee Menu

5.1 Employee Profile

Employee profile handles the information of each and every member of an organization.

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General Employee Details- This section includes employee Name, Work start date, birth date,

user name, employee ID and other personal details.

Search By Employee ID – user can search about any pre-entered employee by using employee

ID.

Employee Status – This will determine whether the user is in active mode or in under test mode.

Employee Work Location – This will determine whether the user is working inside or outside the

company.

Employee Profile Fields– This contains all the employee profile categories:

o Contacts information: Work Mobile, Personal Mobile, Work Telephone, Home

Telephone, Personal Email, Work Email, Facebook Account, etc.…

o Contracts information: details related to the employee contract like, Job Title, Job

Category, Job Degree, Contract Type, Bank Account, Payment Method, etc.…

o Government information: details related to the government.

o Qualification information: details related to the employee Qualifications and Degree

o Previous jobs: details related to employee previous job.

o Training courses: details related to employee previous training courses.

o Language Computer language skills and computer skills.

o Health insurance: details related to health insurance and escort subjects.

o Emergency Contacts: details related to employee emergency contacts.

o Receiving Custody: details related to employee custody.

o Archive: details related archive documents.

These buttons are used to Clear, Edit, Delete, Print and red refresh the Data

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5.2 Employees

Employees page provides search functionality that search among the information of

each and every member of an organization.

Search fields– used to search by employee details.

Search Results – This contains all the employees that match the search details, each includes

Delete, Update and Details(Edit) buttons .

Print Button– Provide Printing functionality.

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5.3 Employee Upgrade Salary

Select the employee whose salary will be upgraded and fill up the required fields.

Enter the reason for upgrading the salary.

Button is used to view all history salary for the chosen employee.

5.4 Stop Salary

Select the employee from search field or from the list.

Enter the date to start stop the salary which will last for one month.

Activate the situation of stop salary for the selected employee.

These buttons are used to Edit, Delete, Save and red refresh the Data

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6. Employee Requests Menu

6.1 Employee Coming Requests

This page will display all coming employee requests using the following filters:

Employee Name

Request Type like request for holiday, certificate, break, etc.

Request Status like approved, reject, etc.

Date from - To

Used to determine whether the request is completed / fulfilled or not.

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6.2 Employee Coming Sanctions

This page will display all coming employee Sanctions using the following filters:

Employee Name

Sorting buttons

Date from – To

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6.3 Add Employee Sanction

This page will add sanction to specific employee by choosing the penalty for specific sanction

type and assigning the warning.

7. Employee Attendance Menu

7.1 Working Time Details

This page displays the timing types details like the start and end of working time, the

type of working time, the start and end of break time, etc..

Search feature

List of timing types

These buttons are used to Edit, Delete, Save and red refresh the Data

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7.2 Monthly Working Time Schedule

Search feature that contains several filters like employee name, job title, management name,

department, etc.

Key Map that consists of different colors each of them is a different timing type.

These are the results that show the employee schedule for the selected duration each colored

box represents timing period that are clarified in the above key map.

7.3 Add Official Holidays

This Page is used to add official holiday and activate it. User can search for pre-entered holiday

by using holiday code and then edit, save, delete print and refresh the data.

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7.4 Official Holidays Data

This page displays all the data of inserted holidays, performs search and print report.

8. HR Report Menu

HR Report Menu encompasses all reports related to employee and their requests, attendance

and surveys.

8.1 Vacation Type Report

This page is generating report that display the number of vacations employee had per vacation

type.

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User (5151): had 16 annual leave, 32 sick leave and 30 unpaid vacation since the date of

employment

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8.2 Employee-Government Report

This page is generating report that displays the employee governmental details and documents

since the date of employment.

Download button is used to download the attached document/image.

Sort button.

Check if you want to search for documents that have not yet been renewed.

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9. HR Settings Menu

9.1 Setting Category Data

This page is used to add, edit, delete setting category.

This section displays a list of setting category names.

Fields to fill up the sittings details.

These buttons are used to Edit, Delete, Save and red refresh the Data

9.2 General Setting Category

This page is used to add, edit, and delete details for specific setting category.

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9.3 Setup Notifications

Setup notifications page is used to create notifications and edit or delete the pre-entered

notifications details.

To setup new notification:

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To setup new notification:

Select the type of the notification.

Select the notification method: by email, by website, to manager or all of them.

Enter the title and remarks.

Select the duration which the notification will be activated after it finished.

Click on save button.

10. Employee Evaluation Menu

10.1 Add Employee Evaluation

This section displays a list of employee evaluation names and categories.

New button will navigate you to add evaluation page.

Update button will navigate you to evaluation page for editing details.

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10.2 Create Employee Evaluation

Create Employee Evaluation is done by:

Select employee category whether he is an administrative or an executive customer service.

Select type of evaluation.

Select employee name.

Select under which management the employee is following

Click on create evaluation button.

Click on send evaluation to direct manager.

You can print the detailed report or general report.

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