DSR SF- Attendance

1
For Internal circulation only (dated 21-Feb-24)
Conditions
Channel Condition (per day)

Axis One Morning Huddle Meeting

Bandhan One Customer Meeting or one Lead Generation

Emerging Banca- IDFC, DBS, RBL & JKB One Customer Meeting or one Lead Generation

PSB & RRB One Customer Meeting or one Lead Generation

SFB*, PCB & DLB One Customer Meeting or one Lead Generation

BFL One Customer Meeting

KVB One Customer Meeting

TMB & CUB One Customer Meeting or one Lead Generation

 Applicable only for Active FOS ( RM/RAs) based on dedicated channel (not applicable for absconding users)
 Planned to go live for all IB on 24-Feb-24
 * Not applicable for partners onboarded in current financial year like AUSFB, SIB, KBL or Equitas or for new
partners
 Not applicable for CABR, Websales, Corporate Division, Group Business For Internal circulation only (dated 21-Feb-24)
Attendance- Current Process

User (RM/RA) logs into Submits regularization Request moves to Manager’s

Start
SuccessFactors (SF) from SF bucket in SuccessFactors

Request
Attendance marked for Approved Approval
the user by
Manager

Rejected

Attendance not marked

End for the user in
SuccessFactors

For Internal circulation only (dated 21-Feb-24)

Attendance- New Approach

User (RM/RA) Criteria Satisfied

Start submits activity in Satisfied
LMS

Not Satisfied

Request
Submits regularization from
Approval
SF by RM/RA for all other
Rejected
by
dates where attendance not
Manager
auto-marked
in SF
Attendance not marked
for the user in
SuccessFactors
Approved
Attendance marked for
the user in
SuccessFactors

End
For Internal circulation only (dated 21-Feb-24)
RM/RA View

For Internal circulation only (dated 21-Feb-24)

How to Perform DSR Activity (Existing Process)

 Once RM/RA logs in to

LMS, needs to navigate to
Daily Activity->Business
Development Activity
(BDA)
 In this section, the user
can submit the routine
activities performed for
the day

For Internal circulation only (dated 21-Feb-24)

DSR Activity (Existing Process)
 Once clicked on BDA
Activity section, the user have
the ability to select the
activity from “Activity”
dropdown
 System only allows to
submit the activity for
Hour Minute the current day
 Overlap of activities for
the same duration is not
allowed in system (If an
activity is submitted with
start and end time as
9am to 10am, then
system wont allow to
submit another activity
from 9.30am to 10.30am
as there is overall of
activity time
For Internal circulation only (dated 21-Feb-24)
Messages after submission of DSR activity

 When criteria is met and attendance is

 When criteria is not met
marked in SF

 When criteria is met and attendance is  When criteria is met and attendance is not
not marked in SF as the user’s status is marked in SF as day falls in Holiday/Weekend or
Absconding already regularization or leave is available in SF
For Internal circulation only (dated 21-Feb-24)
RM View- Landing Page (New Tab)

 RM/RA logs in to LMS

 In the menu section to
the left hand side, there
is a icon for “Daily
Activity”, under which
there is a sub section
“DSR Status”
 This section is to be used
by users to understand
the status of DSR activity
performed and their
approval status

For Internal circulation only (dated 21-Feb-24)

DSR Status- Summary (New Tab)

 Once user clicks on DSR

Status, Status tab is
displayed by default
 In Summary tab, the user
is able to see the
summarized view on the
DSR status for the user
like DSR Submitted,
Count of Criteria Met etc
 User needs to select the
dropdown, to access
other tabs of DSR Status
like Summary and Status

For Internal circulation only (dated 21-Feb-24)

DSR Status- Status (New Tab)
 Once user clicks on Status, user can view the
Attendance status like
 Submitted (by default)- If activity
performed by the user doesn’t meet
channel criteria
 Auto-Approved- If submitted activity
meets channel criteria then attendance
is auto-marked in SF
 Failed- If activity is submitted as per
channel criteria but the for the day
already regularization/leave is
submitted in SF or the day falls as
Holiday/Weekend
 Absconding- If activity is submitted as
per channel criteria but RM/RA status is
“Absconding” in SF
 User can click on a row and view the
detailed information on submitted entry

For Internal circulation only (dated 21-Feb-24)

Manager View

For Internal circulation only (dated 21-Feb-24)

LMS- Landing Page (New Tab)

 User (Supervisor) logs in

to LMS
 In the menu section to
the left hand side, there
is a icon for “DSR
Activity”, under which
there is icon called “DSR
Approval”
 This section is to be used
by users to view the DSR
submitted by the
mapped RM/RA and their
respective status

For Internal circulation only (dated 21-Feb-24)

DSR Approval- Summary (New Tab)

 Once user clicks on DSR

Approval, can access the
sub tabs. By default
Summary tab is displayed
 In Summary tab, the user
is able to see the
summarized view on the
DSR status based on
mapped users data

For Internal circulation only (dated 21-Feb-24)

DSR Approval- Detailed Status (New Tab)

 In this tab, user is able to

view all the DSR entry
which are submitted by
mapped RM/RA based on
activity date and their
respective status
 In Detailed Status tab,
user can click on one row
entry on Status and view
the detailed information
on the DSR entry

For Internal circulation only (dated 21-Feb-24)

DSR Approval- Detailed Status- Date Filter (New Tab)

 By default data will be

displayed based on MTD
 User have the ability to
search data using from
and to dates and click on
search button to view the
desired data

For Internal circulation only (dated 21-Feb-24)

DSR Approval- Detailed Status- Sort (New Tab)

 User have the ability to

sort data based on
date/Emp Name/Emp
ID/Status/Submission
On/Status Changed on
fields from the Detailed
Status screen by clicking
on the table header

For Internal circulation only (dated 21-Feb-24)

DSR Approval- Filter- Mapped User (New Tab)

 If the Supervisor wants to

view the data for a single
user, then they can user
“Select Hierarchy” button
at top right corner
 Based on hierarchy, they
can select the desired
user name and click
search, then the data will
be filtered for the user

For Internal circulation only (dated 21-Feb-24)

Escalation Matrix

Type of Query Escalation 1 Escalation 2 Escalation 3 Escalation 4

BPHR- Level 1 BPHR- Level 2 BPHR- Level 3
Attendance/Salary BPHR
Reporting Manager Reporting Manager Reporting Manager
Manash.Sinha@bajaja
Functionality/Other Sales SPOC/ Training llianz.co.in Deepak.Rajeev@bajaj Jincy.Chowalloor@baj
issues- Axis Team allianz.co.in ajallianz.co.in
9890679789
Piyushp.hatmode@ba
Functionality/Other Sales SPOC/ Training jajallianz.co.in Deepak.Rajeev@bajaj Jincy.Chowalloor@baj
issues- Non Axis Team allianz.co.in ajallianz.co.in
8446529879

For Internal circulation only (dated 21-Feb-24)

FAQ
What happens if RM/RA is absconding and submits DSR activity based on channel criteria?
In this scenario, if RM/RA performs activity and status of said user is Absconding in SuccessFactors, attendance wont be marked even
though channel criteria is met

What happens for remaining days for which criteria is not met by RM/RA?
User can submit regularization through SuccessFactors (existing process) for the days for which attendance wasn’t marked using DSR
activity

When does attendance get marked in SuccessFactors if DSR activity is submitted by RM/RA based on channel criteria for the day?
Attendance gets marked on real time and success message is displayed for the RM/RA

Who are the considered for this process?

All IB FOS (RM/RAs) are part of this new process, except newly onboarded partners, CABR, Corporate Division and Group business

Is there any restriction on time by when activity needs to be submitted in LMS?

Technically there is no restriction imposed on activity submission. While this maybe true as of now, based on channel feedback there
might be time restriction to consider activity in the future.

What is the action required from Manager end in LMS?

No action is required from Manager in LMS. Manager is expected to action on the regularization request in SuccessFactors which are
submitted by RM/RA (as per current process)
For Internal circulation only (dated 21-Feb-24)
FAQ
What happens if RM/RA submitted activity which is not part of channel criteria?
In this scenario, Attendance won’t be marked for the RM/RA in SuccessFactors (SF)

Is geotagging available and being captured when RM/RA submit activity?

Geotagging is not available in system as of now, this will be picked up in Playbook

What happens if RM/RA is working on night shift (10PM)?

The DSR entry is based on the activity date, that is, if an activity is submitted by 11PM for the day (20-Feb-24), it will be considered as
a DSR entry for 20-Feb-24 which will be used for auto-approval of attendance in SF based on channel criteria

What happens if DSR activity submitted as per criteria on a day where already a regularization request or leave request is
submitted in SF or the day falls as Holiday or Weekend?
Attendance won’t be marked for the day

Can RM/RA submit backdated DSR activity?

RM/RA won’t be able to submit backdated DSR activity in system. System only allows to submit activity for the current day.

What will be the attendance/regularization process for payroll?

The existing HR process on regularization will be followed, that is entries to be submitted from 21st of previous month till 20th of
current month and approved by 22nd of current month
For Internal circulation only (dated 21-Feb-24)
Thank You

22
For Internal circulation only (dated 21-Feb-24)