Module Name Assignee Name

Home Amar
HRMS Amar
HRMS Executive Dashboard Tanushree
Daily Attendance Tanushree
Emp Setup Tanushree
Chat Tanushree
Mastersetup Tanushree
HR Assest Harsh
Hiring Management Harsh
performance management Tanushree
Insurance Management Tanushree
White Board Amar
Probation extended Amar
Employee tax declaration details Harsh

Employee Fixed rembriushment

details Sachin
Tax Management Harsh
Employee Pramotion Sachin
Exit management Tanushree
loan management Tanushree
Contract Management Deepika
Leave Management Sachin
Company HR Policies Amar
Skill Development Deepika
Notfication Announcement Amar
PF/ESIC/Form 16 Deepika
Return TDS Harsh
Employee On Board by Excel Sachin
HRMS Service Deepika
Task list Sachin
myinfo Sachin
Expense Claim Sachin
Payslip Deepika
Timsesheet Deepika
Time sheet approval Deepika
reports Harsh
Salary Adjustment Deepika
Employer roaster Sachin
Bonus/Incentive Amar
Attendance & Salary Amar
Customer Visit Amar
Form 16 Deepika
MISC Harsh
Company HR Policies Harsh
Module Name Sub module
HRMS Executive Dashboard 1. Board of director 2.
Leave request 3.
Salary and attendance 4.
New joiners and resigned last 30 days 5.
Probation ended in 10 days 6.
Tax Declaration 7.
Active Employee chart 8.
Today report 9.
Total Employee 10.
Machine Information 11.
Event calendar 12.
Claims Details 13.
Employee Insurance Details 14.
Department Chart 15.
Loan Details 16.
Contractor Details 17.
Revenue per staff 18.
Avg Absenteeism rate 19.
Employee Life Cycle

Daily Attendance 1. Mark OT (On Travel) 2.

Mark OD (On Duty)

Employee Setup 1. Employee search 2.

Register New / Add new employee
3. Add Super Admin

Chat User search

Master Setup 1. Calender Management 2.
Master Setup(Designation setup, Employee
type setup, Employee setup, Employee level
setup, Insurance setup, Department setup,
shift setup, Director setup , skill set ,meeting
room setup, Tavel setups , Self evaluation
Que. setup, Performance Que. setup,HR Asset
items , Awards , Contractor setup , Trainning
setup etc)
3. Salary setup
4. PF setup 5.
ESIC setup 6.
Leave setup 7.
ID/Password setup 8.
Exemption/ Deduction setup
9.Bank setup
10. Perquisite setup
11. Project setup
12. Allowance

Performance Management 1. Dashboard 2.

Targets 3.
Feedback

Insurance Management 1. Create New 2.

Task List

Exit Management 1. Resign/Exit from the post 2.

Full & Final Settlement

Loan Management 1. Employee search 2.

Export to Excel 3.
Request for loan
feature
The HRMS Executive Dashboard provides a comprehensive
overview of key HR metrics and insights for executives and
senior management in day to day basis.

Tracks employee attendance in real-time, records check-in and

check-out times, monitors absenteeism and late arrivals and
provides options to mark attendance for travel and duty,
ensuring precise tracking of employee presence.

Facilitates adding new employees , search employee and add

admins to the system, maintains personal and professional
details

Enables real-time communication between employees,

supports individual , allow file sharing and maintains
conversation history for future reference.
Configures organizational structure, job roles, salary, leave
policies, calendar management, permissions, and
customization to establish a strong foundation for HR
operations.

Performance Management Provides a comprehensive

dashboard for real-time performance monitoring, goal setting,
and tracking, with feedback collection to align individual and
organizational goals.

In Insurance Management create and Manages employee

insurance policies and claims, tracks policy details and
coverage,

Tracks resignation requests, manages formal exit procedures,

and calculates final settlements for employees leaving the
organization.

Handles loan application submissions, eligibility verification,

approval workflows, disbursement tracking, repayment
monitoring, and reporting with seamless integration for
efficient financial management.
 Description
The Executive Dashboard in an HRMS provides senior management with a centralized view of key HR
metrics and real-time insights. It includes view features like Board of Directors, Leave Requests, Salary
and Attendance, New Joiners, Probation Ending, Tax Declarations, Active Employee Charts, and more,
facilitating effective decision-making and strategic planning.

This service enables organizations to track and manage employee attendance on a daily basis. It
allows employees to clock in and out, records their work hours and overtime.It includes options for
recording "On Travel" and "On Duty" statuses, ensuring accurate attendance records even when
employees are working offsite or on official duties.

Employee setup involves the configuration and management of employee profiles within the HRMS
system.In employee setup add new employee ,super admins and search employee

The chats feature facilitates communication and collaboration among employees within the
organization. It provides a platform for real-time messaging , file sharing, and task coordination,
enhancing team productivity and connectivity.
Master setup encompasses the configuration of essential data within the HRMS system, including
organizational structures, job roles, departments, designations, salary setup, leave setup, and
calendar management. Calendar management involves defining work schedules, holidays, and other
time-related parameters to facilitate accurate attendance tracking and leave management. By
configuring these master data elements, organizations establish the foundation for effective HR
processes, reporting, and workforce management.

Performance management encompasses processes for setting performance goals or targets,

conducting performance evaluations, and providing feedback to employees. It includes features such
as performance dashboard (where details are shown total employee , total target , Total
Achieved) ,targets details , feedback

Insurance management involves the administration of employee insurance benefits within the
organization. It includes tasks such as enrolling employees in health insurance plans, life insurance
plans etc

Exit management involves overseeing the process of employees leaving the organization, including
resignation procedures, exit interviews, and final settlement calculations to ensure a smooth
transition and compliance with company policies and regulations.

Loan management is the module used to handle employee loan requests in an organization. It
includes processes like submitting applications, checking eligibility, approving loans, and tracking
repayments.
Necessary changes
S.N. Module Name Sub module

1. HRMS
1 Home
2. Company Set-up

2 HRMS HRMS

3 White board White Board

4 Probation extended Probation Extension

5 Company HR Policies HR Policy

1. Notification
6 Notfication Announcement
2. Announcement

1. Bonus
7 Bonus/Incentive
2. Incentive
 1. Attendance
8 Attendance & Salary
2. Salary

9 Customer Visit Customer visit

feature
Allows user to access the HRMS dashboard and key services. Also
enables the set up for providing the access for person specific services
and reports.

Individual's dashbaord insights inculding payslip , timesheet, salary,

claims, income tax, target, attendance and leaves

Enables the user to share notices, events and other pertinent

information instatntly among the team members

Facilitates the administration in extending or shrinking the probation

period for a specific employee

Enables to adding new policy within an organization with policy name,

title and date of policy effective from.

Enables authorized users to inform employees about deadlines for

income tax declaration, self-assessment, submission of tax-saving
documents, and any relevant announcements concerning their
employment

Facilitates authrized users to provide bonus or incentive to selective

employees for a relevant month/Year with amount
Facilitates to create/modify/update the attendance and to create salary
for a particular month accordingly.

Enables user to adding the location (GEO tag) through mobile application
whenever a employee visits to clients and records the distance travelled
accordingly.
Description
"HRMS" feature enables users to access the Human
Resource Management System (HRMS) dashboard, offering
a centralized platform for accessing essential HR services
and resources. Furthermore, "Company Set Up" permits
administrators to customize access permissions for
individuals, allowing them personalized access to pertinent
services and reports within the HRMS.

"HRMS" service enables user to access his personal

information such as his payslips, claims, timesheet, salary,
income tax, attendance information and leaves details.

"White Board" allows managers and administrators to post

important notices, company news, event reminders, policy
updates, and other relevant information in real-time.
Employees can easily access the latest announcements,
ensuring that everyone stays informed and up-to-date.

"Probation Extended" functionality empowers

Administration/HR/Managers to modify the duration of an
employee's probationary period, whether by extending or
reducing its length. Such flexibility enables a customized
approach to probation periods, catering to specific
situations, performance assessments, or organizational
requirements.

"Company HR Policies" allows authorized users to post and

introduce new policies within an organization by specifying
essential details such as the policy name, title, and effective
date.

"Notification and Announcement System" allows to

streamline communication within the organization by
ensuring that employees are promptly informed about
important deadlines for income tax declaration, self-
assessment, submission of tax-saving documents and
announcements.

"Bonus/Incentive" service empowers authorized users

within the organization to allocate bonuses or incentives to
specific employees for a particular month or year, along with
the corresponding amount.
"Attendance & Salary" feature enables authorized users to
manage attendance records effectively by creating,
modifying, or updating them as needed. Additionally, it
allows users to generate accurate salary calculations for
employees based on their attendance data for a specific
month.

"Customer Visit" feature permits employee to mark the

location (GEO tag) of their client visits using a mobile app
and automatically logs the distance traveled during these
visits. It provides a smooth functioning to calculate the
claims for distance traveled and accomodations accordingly.
Module Name Sub module

HR Assets

Hiring Management

Posted Jobs

Candidate Details

Hiring Details
Reports All Reports, Tax Reports, Attendance
Reports, Leave Reports, Claim Voucher,
Claim Reports, Insurance Reports,
Reimbursement Report

Employee Tax Declaration

Details

Company HR Policies
 Description
feature

Allow the authorized user to track as well as "HR Assests" Allows authorized users to manage and track
assign assests to the employee. organizational assets, like laptops, tablets, printers, and mobile
devices. It facilitates the assignment of assets to employees,
ensuring each item is accounted for and properly allocated. Users
can maintain detailed records of all assets, capturing crucial
information such as the number of units, warranty dates,
suppliers, and procurement dates.

Allow the authorized user to add a "Hiring Management" enables authorized users to specify
requirement related to vacant post. requirements for vacant positions based on criteria such as
experience, location, department, number of positions, and skill
set. Upon adding a new requirement, the system generates a
unique link that can be shared across various online platforms.

Enable the users to view the list of posted "Posted jobs" typically provides users with a comprehensive list
job. of all the job openings that have been posted within the
organization.

Allow users to view the list of candidates "Candidate Details" facilitates the user to access list of
who have applied for each job posting. candidates who have applied for specific job postings within the
organization. It organizes candidate information according to the
respective job positions they have applied for, providing a clear
overview of applicant activity per job opening.

Allow the user to view the list of shortlisted "Hiring Details" permits users to conveniently access a lineup of
candidates from the posted job selected candidates for every advertised job, arranged according
to their respective positions.
Reports in an HRMS module enables the The "Reports" facilitates the user to generate and download
authorized user to generate a various type of reports using search parameters.
comprehensive report into various aspects
of HR operations. All Reports: A comprehensive collection covering all HR metrics
and data.
Tax Reports: Detailed summaries of tax-related information for
compliance and planning.
Attendance Reports: Track employee attendance patterns and
punctuality.
Leave Reports: Monitor and analyze employee leave balances
and usage.
Claim Voucher: Documentation and tracking of employee claims
for reimbursements.
Claim Reports: Overview of all claims submitted by employees,
including statuses and details.
Insurance Reports: Information on employee insurance policies,
claims, and coverage.
Reimbursement Report: Records of all reimbursements
processed for employees, ensuring transparency and
accountability.

Allows the authorized user to view the list of "Employee Tax Declaration Details" enables the user to view the
the employees with declared and list of employees with declared and undeclared tax and calculate
undeclared taxes with the standard the Undeclared employee tax under new regime with the
government norms. standard government norms.

Allows the Employee to view the Company "Company HR Policies"provides employees with the ability to
HR Policies uploaded by Administration/HR access and explore the various policies and guidelines
established by the HR department or administration within the
company
Necessary changes
 Module Name Sub module
Contract Management Contract Management

Emp. List

Shift & Dept. Change

Emp. plant change

Attendance & Salary

Reports

Contr Employee Roaster

Calender Management

Mark OD
Skill 1. Skill Assessment and inventory
Development/Capicity
Building

Learning and Development Plans

Performance and Feedback Integration

Gamification and Engagement

Resource Management

Compliance and Mandatory Training

PF/ESIC/Form 16 PF/ESIC/Form 16
HRMS Services Task list
myinfo
Expense Claim
Payslip
Timsesheet
Time sheet approval
reports
Salary Adjustment
Employer roaster
Bonus/Incentive
Attendance & Salary
Customer Visit
Form 16
MISC
Company HR Policies
Payslip Bonus/Incentive

Time sheet Attendance & Salary

Time sheet approval Customer Visit

Salary Adjustment Form 16

Form 16 MISC

Manager Dashboard Company HR Policies

 Feature
Employee list, Shift& Dept Change, Emp Plant Change,
Attendance & Salary , Reports, Contractor Employee
roaster, Calender Management, Mark OD

Add New record, view Employee List, edit employee

details, Search, edit Card Number, back button,
Active/Inactive Employee record

View Employee shift timings & Dept. , Edit Shift

timings, edit department, Search record

View Employee plant details, edit plant name, Search

record

Export Attendance file by selecting month and year,

create Salary , View Salary all previous created month

Employee information report, Attendance register,

Monthly Attendance report, Monthly Employee
performance report , Continuous Absenteeism report,
Salary detals, Daily Cost details, CTC Details.

Create Employee Roaster, View previous Created

Roaster

Create holiday

Mark OD
(Skill inventory management-Maintain a
comprehensive database of employees’ current skills
and competencies.,
Self Assessment
tools-Allow employees to assess their own skills and
identify areas for improvement.,

Manager assessments-Enable managers to evaluate

their team members’ skills and provide feedback.)

(Personalized Learning Paths:- Create customized

learning and development plans based on individual
skill gaps and career aspirations, Training Programs
and Courses:- Offer access to a library of training
programs, courses, and certifications, both internal and
external, E-Learning Integration: -Integrate with e-
learning platforms (like Coursera, Udemy, or LinkedIn
Learning) for seamless access to online courses.)

(Performance Reviews: - Integrate skill development

goals with performance reviews to ensure alignment
between development and performance objectives.
360-Degree
Feedback:-Incorporate 360-degree feedback
mechanisms to provide comprehensive insights into an
employee’s skills and development areas.)

Badges and Certifications:-Award badges and

certifications for completing training programs and
achieving skill milestones.
Leaderboards:-Introduce
leaderboards to create a competitive and engaging
learning environment.

Training Materials Repository: -Maintain a centralized

repository of training materials, documents, and
resources.

Compliance Training Management-track and manage

compliance training requirements and certifications.

Automated Reminders:-Send
automated reminders for mandatory training and
recertification

PF Management, ESIC Management, Form 16

Management
Task list, myinfo ,Expense Claim, Payslip,
Timsesheet,Time sheet approval ,reports ,Salary
Adjustment,Employer
roaster,Bonus/Incentive,Attendance & Salary,Customer
Visit, Form 16,Company HR Policies

generate payslip

Add timesheet,View , Edit, Delete Timesheet

View, approve/ Reject Employee Timesheet

revised Employee Salary

View Form 16

View Team Attendance, All Claims self and Employee,

Team Calender, Self Calender
 Description Necessary Changes
Facilitates Contract Management The HR/Admin module user can
view contract employee data and make the required modifications.

This module allows an admin or HR user to add new employees, view

employee details, edit employee details, search for new records by
entering employee name, ID, agency name, or card number, change
employee details, and change the card number. The user can also
activate or inactively return to the portal by clicking the back button.

Admin/HR users can view and modify the department and shift
timings for employees in that module. They can also search employee
records by entering their name, ID, or card number.

that module makes possible The admin/HR user can search records by
entering a name, ID, or card number, view the employee assigned
plant, and change the plant name.

that module makes possible Admin/HR Users can create salaries by

uploading attendance files, examine salaries for all previously
produced months, and view employee attendance by exporting
attendance files. Users will only need to select the month and year.

that module makes possible The following contract employee reports

are available for viewing by the admin/HR user: Salary details, Daily
Cost details, CTC Details, Employee information report, Attendance
register, Monthly Attendance report, Monthly Employee performance
report, and Continuous Absenteeism report.

that module makes possible By uploading an employee roaster excel 1. development is required; the employee
document, an admin or HR user can build an employee roaster and file export option is not available.
see previously created roasters.

that module makes possible The admin/HR user can establish many
kinds of holidays, such as public, restricted, and weekly off. They can
also click the export option to export the holiday calendar.

the module enables the HR, admin, and employee to To mark OD (on
deuty), click the mark OD button, fill out the form, and submit it. The
reporting officer and HR must approve it.
This module helps HR and Admin generate skill inventories and Development required for this module
assessments.

This module enables administrative HR to design training programs,

courses, and tailored learning and development plans. It also enables
learning integration from several websites, such as Coursera, Udemy,
or Linkedin Learning.

This module helps HR/Admin to produce performance reviews and

offers 360-degree feedback tools to give thorough insights into a
worker's areas of strength and weakness.

The admin/HR module makes it easier to create certifications and

badges so that employee can view their certification.

This module makes it easier for admins and HR to create a repository

for training resources that employees may access.

This module helps HR and administration establish, monitor, and

manage compliance training requirements and certifications. It also
needs a mechanism to automatically remind staff members when they
need to recertify and complete required training.

In order for employees to download their Form 16, this module

facilitates the creation of PF, ESIC, and Form 16 for them by
Admin/HR.
This module helps employees, administrators, and HR to complete
their necessary tasks.

This module enables an admin, HR, or employee to generate a payslip.

Employees can generate payslips for themselves, and HR and Admin
can generate payslips for Employees. Additionally, Employees can
generate payslips by email. Employees can select Payroll for Self and
choose the month and year, while HR and Admin can select another
option and enter the employee's name and ID. Click the generate
button, and the payslip will generate successfully. If an admin or HR
wants to send an employee a payslip via email, they can select the
employee and click on Send Payslip option. This will ensure that the
payslip is sent to the appropriate employee.

This module allows HR, Admin, and Employee to see, edit, and delete
timesheets; employee approval from the admin/HR team is required.
This module assists the HR team. If an employee sends in a time sheet Development required for this module
for approval, they may inspect it and decide whether to accept or
reject it based on their terms and conditions.

Admin/HR can amend employee salaries in that module by clicking the

Add Employee button, searching for the employee by name or ID,
selecting the employee, and clicking Add. They then fill out the
necessary information and click the Submit button, approving it.
HR/Admin can examine Form 16 in that Module by choosing the
Financial year.

Manager dashboard allows manager to see all team and individual

claims, as well as team and individual calendars, and team attendance
information such as number of present, absent, WFH, on leave, site
visit, and field duty.
Module Name Sub module
Leave Management My Leave and Work from Home
Details

Apply Leave

Apply WFH

Leave Reports

Employee Onboard by Excel Upload Staff , Upload Skilled, Upload

Semi skilled , Upload Unskilled,
Upload Contractual,Upload Bank
Details,Balance
Leave,Supervisor,Upload Contractual
Employee Attedance, Upload Regular
Employee Attendance,Upload
Contratual Salary
Information ,Upload Regular
Employee Salary Information

Employee Roaster Employee Roaster

Task List
My Info Employee Details, Bank Details,Salary
Detail,Nominee Detail,Asset
Detail,Leave detail

Expense Claims Medical Claim,Other Claim,Travel

Claim,Advance,Local Convenyance

Employee Promotion Vertical , Horizontal, Dry

Employee Fixed reimbursement

details
feature
In the HRMS, employees can easily manage
their leave with features like "My Leave" for
applying for leave and checking leave details,
and "Work From Home" for requesting
remote work. These features simplify the
process by providing clear information on
leave history and work from home requests.

The "Apply Leave" feature in "My Leave"

allows users to request time off, specifying
leave type, duration, and reason, with the
option to attach relevant documents for
approval.

"Apply WFH" enables users to request work

from home with dates and reason, while
"WFH Details" displays WFH requests with
dates, reasons, and attachments.

In the Leave Management feature, users can

apply for leave and access their personal
leave and work from home details.
Additionally, they can generate leave reports
and view detailed records, including
Employee ID, Leave Type, Earned Leave, and
usage statistics.

The "Employee Upload by Excel" option in

HRMS (Human Resource Management
System) typically allows HR administrators or
managers to bulk upload employee data into
the system using an Excel spreadsheet.

The "Employee roaster" option allows for the

upload of Excel master data of employees
into the HRMS

The Task List feature allows users to proceed

with applications, modify them, reject them,
and check the status of files pending in the
action option.
The "My Info" option in HRMS allows
employees to manage personal and
employment-related information. Employee
Details includes personal and job
information. Bank Details stores banking
info for payroll. Salary Details covers
salary, allowances, deductions, and pay slips.
Nominee Details lists beneficiaries. Asset
Details tracks company-issued assets. Leave
Details shows leave balances and history.
These features ensure transparency and
efficient self-service.

Expense claim facilitates the user to

efficiently submit and manage different types
of expense claims with including details like
claim purpose, amount, dates, and
attachments."

The Employee Fixed Reimbursement Details

feature in the HRMS tracks and manages
employee reimbursements for the financial
year, providing real-time updates on
eligibility, claims, transfers, and balances.
Description
In the HRMS, employees can conveniently manage their leave through features like "My Leave" for applying and checking
leave details, and "Work From Home" for remote work requests. The "Apply Leave" feature in "My Leave" allows users to
request time off, specifying type, duration, and reason, with the option to attach documents for approval. Users can also
request remote work through "Apply WFH" and view requests and details in "WFH Details". Leave Management enables users
to apply for leave, access personal leave and WFH details, generate reports, and view detailed records for efficient leave
management.

Effortlessly manage your workforce using our intuitive Excel-based employee upload feature. Upload detailed information
about your staff, including skilled, semi-skilled, and unskilled workers. Seamlessly track both contractual and regular
employees, from attendance records to salary details. Simplify your HR operations and streamline payroll management with
our convenient Excel upload tool."

Duty roasters in HRMS streamline shift planning, resource allocation, and employee communication.
This description provides a detailed overview of the tasks and proposals in the HRMS, including their types, creation details,
dates, current statuses, and any relevant descriptions or pending actions.
The "My Info" option in HRMS allows employees to efficiently manage their personal and employment-related information. It
includes comprehensive sections for personal and job details, banking information for payroll, salary details encompassing
allowances, deductions, and pay slips, nominee information for beneficiaries, company-issued asset tracking, and leave
balances and history. These features collectively ensure transparency and promote efficient self-service.

The description highlights that the expense claim feature in HRMS enables users to efficiently submit and manage various
types of expense claims. Users can provide details such as the purpose of the claim, the amount being claimed, dates of the
expenses, and attach relevant receipts or documentation.

The employee promotion feature in HRMS facilitates career advancement, talent retention, and succession planning by linking
promotions to performance, enhancing employee engagement, and streamlining the promotion process for organizational
growth.
The Employee Fixed Reimbursement Details feature in the HRMS tracks and manages fixed reimbursements for the current
financial year. It offers a comprehensive list of employee reimbursements, including eligibility, claims, transfers, and balances.
Users can search, filter, and access real-time reimbursement data, ensuring transparency, accuracy, and compliance.It
enhances efficiency, accuracy, and transparency for both HR and employees.