SPINE HRMS

For CR3 (INDIA) PVT LTD

LOGIN
• Login Page view to the Employee.

• Select the Company Name --> Enter Username provided by Admin --> Enter password provided by Admin --> click on Login.

If You have forgotten your

Password then you can click
on ‘Forgot Password ?’

Password will be mailed to

your registered email id.

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DASHBOARD
• Home page will display the Dashboard.

This will go back to Dashboard

button.

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 VIEW / EDIT
• This module is available to the users having "Employee" web role.

• The employee can only view his/her details in this module.

Employee can view the following listed details:

1. Employment :- This will display employee's details.

2. Contact :- This will display employee's contact details.

3. Personal :- This will display employee's personal details.

4. Statutory :- This will display employee's Tax details.

5. Bank :- This will display employee's bank details.

6. Family :- This will display employee's family members details.

7. Nominee :- This will display employee's nominee details.

8. Immigration :- This will display employee's Passport & Visa details.

9. Driving Licenses :- This will display employee's driving license details.

10. Skills :- This will display employee's skills and experience details.

11. Languages :- This will display employee's known language details.

12. Qualifications :- This will display employee's qualification details.

13. Assets List :- This will display list of assets allocated to the employee.
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14. Social Details :- This will display employee's active participation for social cause.
SALARY

• This module is available to the users having "Employee" web role.

• This module will display the employee’s salary details and salary report which is published from Spine Payroll.

Salary module has the following listed components:

1. CTC : This module will display the CTC of the employee.

2. Payslip :- This module will display the payslip of the employee.

3. Download Payslip :- This module will allow the employee to download the monthly payslip.

4. Year Payslip :- This module will display the yearly payslip of financial year.

5. Monthly Report :- This module will display the monthly comparison report of the employee.

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 TAXATION
• This module is available to the users having "Employee" web role.

• This module will display the tax related sheets such as tax projection,declaration sheet.

Employee can view the following listed details:

1. View Tax Eligibility :- This module will display the tax flag for claiming extra exemption for 80D
and 80DDB for parents senior citizen,Physically Disable / Blind / Handicapped, Additional
deduction Under 80DD where Self/Dependent had Serious Disability.

2. Tax Projection :- This module will display employee's tax projection.

3. Download Tax Projection :- This module will allow to download theTax projection sheet.

4. Declaration List :- This module will display list of declarations added by the employee.

5. Edit Tax Eligibility :- This module allows to enter the tax flag for claiming extra exemption for 80D
and 80DDB for parents senior citizen,Physically Disable / Blind / Handicapped, Additional
deduction Under 80DD where Self/Dependent had Serious Disability

6. Add Declaration:- This module will display list of declarations (Declared Amt.) of the employee.

7. Submit Tax Declaration - Sheet :- This module will allow entry of multiple declarations.

8. Investment/Claim Made List :- This module will display list of declarations (Made Amt.) of the
employee.

9. Add Investment/Claim Made :- This module will allow entry of declaration claim (Made Amt.)

10. Prev. Employer form16 :- This module will allow entry of previous job salary details.

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VIEW TAX ELIGIBILITY
• This module will display the tax flag for claiming extra exemption for 80D and 80DDB for parents senior citizen,Physically Disable / Blind
/ Handicapped, Additional deduction Under 80DD where Self/Dependent had Serious Disability.

Procedure:

• Go to Self Service --> Taxation --> View Tax Eligibility

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TAX PROJECTION

• This module will display the Tax Projection for the selected period.

Procedure:

• Go to Self Service -->Taxation --> Tax Projection

• Select For the period -->Tick on Projection as per Web declaration amount (if required)

• Refresh.

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DOWNLOAD TAX PROJECTION
• This module allows the employee to download the Tax Projection sheet.

Procedure:

• Go to Self Service --> Taxation --> Download Tax Projection --> Select the F.Y. to download (e.g. Tax Projection for 2019 - 20).

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DECLARATION LIST
• This module will display the list of declarations of the employee . For displaying the list,the employee has to add the entries from Declaration-Single
module.

Procedure:

• Go to Self Service -->Taxation--> Declaration List --> Select the Period For --> Select the type in Filter--> Go.

• The employee can also remove the record .For deleting the record, tick the record and click on Delete.

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ADD DECLARATION
• The user can do Perk, Recoveries and Investment Entries (Declared) in this module for current financial year only.

Procedure:

• Go to Self Service --> Taxation --> Add Declaration ---> Select the type of payment and enter other details --> Save & Agree.

While adding employee can also check limit,

used amount, and balance amount of
selected Type of Payment.

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SUBMIT TAX DECLATION-
SHEET
• The user can do multiple Perk, Recoveries and Investment
Entries (Declared) in this module.

Procedure:

• Go to Self Service -->Taxation --> Submit Tax

Declaration-Sheet

• Enter the amounts for required declarations

• Save.

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INVESTMENT/CLAIM MADE
LIST
• This module will display the list of declarations(Made Amt.) of the employee. The employee has to add the entries from Add Investment/Claim
Made module.

Procedure:

• Go to Self Service -->Taxation--> Investment/Claim Made List --> Select the Period For -->Select the type in Filter--> Go.

• The employee can also remove the record .For deleting the record, select the record and click on Delete.

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INVESTMENT/CLAIM MADE
LIST
• Employee can copy the declaration list (declared amount) into Made list (Made amount) by using option "copy declaration entries" .

• Employee can Copy Declaration Document file to Made Document file Incase both file are same, by selecting option Copy Declaration Document file to Made Document file

Procedure:

• Goto Self Service -->Taxation--> Investment/Claim Made

List

• Click on Cope declation entries -->select the entries-->

Copy declaration amount (if amounts are same)

• Select Copy Declaration Document file to Made

Document file (Incase both file are same)

• click on Save & Agree.

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ADD INVESTMENT/CLAIM
• The employee can do the Perk, Recoveries and Investment Entries (Made) in this module for only current financial year.
MADE
Procedure:

• Goto Self Service --> Taxation --> Add Investment/Claim Made ---> Select the type of payment and enter other details -->
Save & Agree.

• While adding employee can also check limit, used amount, and balance amount of selected Type of Payment.

While adding employee can also check limit,

used amount, and balance amount of
selected Type of Payment.

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PRE. EMPLOYER FORM 16
• The user can enter the previous job salary details . Only the employee whose joining date is of current financial year can add the details in this
module.

Procedure:

• Go to Self Service -->Taxation --> Prev. Employer form16 --> Enter the required details --> Save.

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 QUICK INFO
• This module is available to the users having "Employee" web role.

• This module will displays other miscellaneous details apart from employee's employment
and salary details

Employee can view the following listed details:

1. Leave Balances :- This module will display the details of the selected Leave type.

2. Loan Details :- This module will display the details of the selected Loan entry.

3. Reim. Details :- This module will display the reimbursement claims of the employee.

4. Holiday List :- This module will display the list of holidays assigned to the employee.

5. My Documents :- This module will display the list of custom documents submitted by the
employee.

6. Employee search :- This module will display the list of employee.

7. Tax Calculator :- This module is used to calculate the Tax of the employee's.

8. Photo Gallery :- This module will display the photos saved in Photo Gallery folder.

9. Survey :- This module is for conducting survey for any events or for employee's views.

10. Add Quick Links :- Quick links are provided for certain bookmarks to be saved as as
shortcut links.

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LEAVE BALANCES
• This module will display the details of selected leave type. The leaves displayed here will be according to the processed data.

Procedure:

• Go to Self service --> Quick Info -->Leave Balances --> Select Employee --> Select For Period --> Select Leave Type --> View.

• Click on the (+) button for more leave information.

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LOAN DETAILS
• This module will display the details of the selected Loan entry.

Procedure:

• Go to Self Service-->MISC --->Loan Details.

• The employee can also view more details by clicking on view button.

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HOLIDAY LIST
• This module will display the list of holidays assigned to the employee.

Procedure:

• Go to Self Service --> Quick Info -->Holiday List.

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MY DOCUMENTS
• This module will display the list of custom documents submitted by the employee.

Procedure:

• Go to Self Service --> Quick Info --> My Documents.

• Document :- Employee can download the uploaded document, by click on "Document"

• Upload :- Employee can upload the document,by Click on "Upload"

• Remove :- Employee can remove the document,by Click on "Remove"

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TAX CALCULATOR
• This module is used to calculate the Tax of the employee's.

Procedure:

• Go to Self Service --> Quick Info --> Tax Calculator --> Enter Required Amounts --> Click Calculate TDS

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 PHOTO GALLERY
• This module will display the photos saved in Photo Gallery folder.The employee can also create albums by saving the photos in different folders in photo gallery.

Procedure:

• Go to Self Service --> Quick Info --> Photo Gallery --> Select the folder in which the photos are saved --> Show Photos.

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SURVEY
• This module can be used for surveying for any particular event or for knowing the general views of the employee regarding organization.

Procedure:

• Go to Self Service --> MISC --> Survey --> select answers --> click on Finish.

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MY APPROVERS
• This module will display the immediate approver assigned to the employee.

Procedure:

• Go to Self Service --> Workflow --> My Approvers.

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ORGANIZATION CHART
• This module will display the hierachy of the employees according to their designation.

Procedure:

• Go to Self Service -->Workflow -->Organization Chart.

• The employee can click on (+) and (-) buttons to hide or expand the chart respectively .

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LOAN ADJUSTMENT

• This module is available to the users having "Employee" web role.

• Employee can apply for any loan adjustments from this module.

Employee can view the following detail:

1. Request : Employee can add request to suppress / add / modify any of the Installments of specific Loan in specific month.

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REQUEST
• The employee can add Loan Adjustment request to respective HOD/Approver.
Procedure :

• Goto Self Service --> Loan Adjustment --> Request --> Add New --> Select Loan name --> Select Month year --> Enter amount.
e.g If an employees monthly installment amount is Rs.2000 and he wants access Rs.2000 to be deducted from his salary for the month of JAN 2020, then user has to select the
Loan Name, input the date as of JAN i.e., date on which employee has made the request to deduct access amount and Rs.2000 in‘Amount’ Column and Save it. Suppose, if the
same employee requests not to deduct this installment for any specific month then in ‘Amount’ Column the amount of his installment of Rs.2000 is to be entered in Negative
i.e., -2000

• click on "Save".

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REQUEST
• To Delete the added Request click on Delete button.

Additional
filtration
provided for
Status.

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REQUEST

Here employee can request for his confirmation or resignation

Procedure :

• Go to Self Service --> Confirmation--> Request --> Add Remarks Save

 REQUEST

• Go to Self Service --> Resignation--> Request --> --> Add Remarks Save.

• Once saved , Exit interview form needs to be filled up by the employee.