HRM PROCESS FLOW DIAGRAM

HUMAN RESOURCE MANAGEMENT

PROCESS FLOW DIAGRAM
VERSION: 0.1

BY

UNISIS SOLUTIONS

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HRM PROCESS FLOW DIAGRAM

Contents

PROCESS- 1: SETTING UP EMPLOYEE .................................................................................................... 3

PROCESS- 2: CREATING LEAVE APPLICATION........................................................................................ 4
PROCESS -3: CREATING LEAVE APPLICATION........................................................................................ 5
PROCESS-4: LOAN APPLICATION ........................................................................................................... 6
PROCESS-5: WORK ORDER REQUEST .................................................................................................... 7
PROCESS-6: WORK ALLOTMENT ........................................................................................................... 8
PROCESS-7: ATTENDANCE PROCESS ..................................................................................................... 9
PROCESS-8: TRAINING PROCESS ......................................................................................................... 10
PROCESS-9: VACATION APPLICATION ................................................................................................. 11
PROCESS-10: PAY BILL ......................................................................................................................... 12
PROCESS-11: EOS PROCESS ................................................................................................................. 13
PROCESS-11: PROMOTION/INCREMENT PROCESS ............................................................................. 14

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HRM PROCESS FLOW DIAGRAM

PROCESS- 1: SETTING UP EMPLOYEE

STEP-1

Confirm that you have entered data to the following master files

Category
Designation
Cost center
Visa
Nationality

STEP -2

Enter relevant data for the employee, mandatory fields are:

Code
Name
Department
Grade
Employee status
Basic pay
Visa
Designation
Category
Mode of payment

STEP-3

Save data using the SAVE button.

STEP-4

View/edit entered data using EDIT/VIEW tab

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HRM PROCESS FLOW DIAGRAM

PROCESS- 2: CREATING LEAVE APPLICATION

STEP-1

Confirm that you have entered data to the following master files

Leave type(in admin type master)

Employee master
Employee vs. Leave

STEP -2

Enter relevant data for the employee, mandatory fields are:

Employee name
Application date
From date

STEP-3

Save data using the APPLY button.

STEP-4

To cancel the leave entered use CANCEL tab

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HRM PROCESS FLOW DIAGRAM

PROCESS -3: CREATING LEAVE APPLICATION

STEP-1

Confirm that you have entered data to the following master files

Leave type(in admin type master)

Employee master
Employee vs. Leave

STEP -2

Enter relevant data for the leave application, mandatory fields are:

Employee name
Application date
From date

STEP-3

Save data using the APPLY button.

STEP-4

To cancel the leave entered use CANCEL tab

STEP-5

User can do the approve/reject using the LEAVE APPROVAL forms

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HRM PROCESS FLOW DIAGRAM

PROCESS-4: LOAN APPLICATION

STEP-1

Confirm that you have entered data to the following master files

Employee master
Loan master

STEP -2

Enter relevant data for the loan application, mandatory fields are:

Employee name
Loan Name
Amount
EMI

STEP-3

Save data using the APPLY button.

STEP-4

To approve or reject a loan application use the LOAN APPROVAL form

STEP-5

To short close an existing loan you can use the LOAN SHORT CLOSE form.

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HRM PROCESS FLOW DIAGRAM

PROCESS-5: WORK ORDER REQUEST

STEP-1

Confirm that you have entered data to the following master files

Project
Work
Job
Work category

STEP -2

Enter relevant data for the work order request, mandatory fields are:

Start Date
End date
Work category
Project
Work
Job
Work period
No. of employee

STEP-3

Add the requirement using the ADD button. (You can add multiple requests)

STEP-4

To save the data click SAVE Button.

STEP-5

To view/edit the entered work order requests use the VIEW/ EDIT tab

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HRM PROCESS FLOW DIAGRAM

PROCESS-6: WORK ALLOTMENT

STEP-1

Confirm that you have entered data to the following masters & transaction files

Employee master
Employee vs skill
Work order request

STEP -2

Enter relevant data for the work allotment, mandatory fields are:

Work order request number

Work Name
Job name
Skill set

STEP-3

Select the skills required and click on the SEARCH button to get the list of employees with the current
selected skill set

STEP-4

Enter the Start Date and End Date of employee allocated to the work.

STEP-5

Save the data entered using the SAVE button.

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HRM PROCESS FLOW DIAGRAM

PROCESS-7: ATTENDANCE PROCESS

STEP-1

Confirm that you have entered data to the following master files

Employee master
Shift master
Holiday master
Leave master

STEP -2(MANUAL)

Attendance entry: use the attendance entry form under HRM transaction to enter each employees work
time and overtime for the corresponding date

STEP-2(AUTO)

Confirm that the current months punch card data is uploaded using the file upload provided under the
HRM master.

STEP-3(AUTO)

Use the attendance pro under HRM transaction to process the attendance for a particular period.

STEP-4

The above auto or manual data processed can be viewed in the reports

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HRM PROCESS FLOW DIAGRAM

PROCESS-8: TRAINING PROCESS

Step-1

Confirm that you have entered data to the following master files

Employee master
Training master

STEP -2

Enter relevant data for the training request, mandatory fields are:

Employee name
Training type
Training On
Training start date
Training end date
Trainer
Training location

STEP-3

Save data using the SAVE button.

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HRM PROCESS FLOW DIAGRAM

PROCESS-9: VACATION APPLICATION

STEP-1

Confirm that you have entered data to the following master files

Employee master
Vacation master

STEP -2

Enter relevant data for the vacation application, mandatory fields are:

Employee name
Start Date
End Date

STEP-3

Save data using the Apply button.

STEP-4

To approve or reject a vacation application use the Vacation Process Screen form

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HRM PROCESS FLOW DIAGRAM

PROCESS-10: PAY BILL

STEP-1

Confirm that you have entered data to the following master files

Employee master
Designation
Loan master
Allowance
Deduction
Attendance
Overtime
Shift
Vacation surrender

STEP -2

Enter relevant date from and to date for which the pay bill has to be prepared.

STEP-3

Click the Process button to process the pay bill and to posting the pay bill processed to the account
module click Post to Account button

STEP-4

The pay bill processed can be viewed in the report module.

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HRM PROCESS FLOW DIAGRAM

PROCESS-11: EOS PROCESS

STEP-1

Confirm that you have entered data to the following master files

Employee master
EOS master
EOS policy master(under HRM setups)

STEP -2

Enter relevant data for the EOS Process, mandatory fields are:

Employee name
EOS policy

STEP-3

Save data using the SAVE button.

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HRM PROCESS FLOW DIAGRAM

PROCESS-11: PROMOTION/INCREMENT PROCESS

STEP-1

Confirm that you have entered data to the following master files

Employee master
Designation
Policy

STEP -2

Enter relevant data for the promotion/increment forms, mandatory fields are:

Employee name
Order Number
Select increment or promotion form the check list
New Designation
New CTC
Promotion/Increment Date
Next Promotion/Increment Date

STEP-3

Save data using the SANCTION button.

STEP-4

To view the pending promotion/increment list click the PENDING tab. The list is based on the values
detailed in the promotion/increment master.

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