cauve hms user document

Human Management System

Cauve Human Management System

Installation & User Document

Version License Author Date0.0.1 OBPL Support Team 05-07-2010

Prepared ByCauvesoft Technologies Pvt. Ltd

DescriptionCauveHMS gives as a comprehensive solution for the efficient management and development of your Human Resource. It will assist you in the complex and strategic process of managing this crucial resource of your enterprise. Based on modular architecture, it facilitates a vast range of HR activities, with features that reflect the main HR management activities. It comes as a web-enabled application and considering the available flexibility

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E-Mail: [email protected]: www.cauvesoft.comPhone: +1 501 291 1166


Table contents

1.0 Executive Summary 3

1.1 Objective 31.2 Solution 3

2.0 Introduction 4

3.0 System requirements 4

4.0 Configure your instance 4

5.0 Downloading CauveHMS 4

6.0 CauveHMS Extension Module Installations 4

7.0 Database Model CauveHMS 10

8.0 Screenshots 11

8.1 Personal Information Management (PIM) 118.2 Company or Organization Information 128.3 Employee Leave apply 128.4 Employee Leave summary report 138.5 Employee Leave report 13

1.0 Executive Summary

1.1 Objective

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Cauvesoft developed a CauveHMS module is an Enterprise Human Resource Management System. This document will help to analyze our project with installation process and screen shoot and also map their functional overview.

1.2 Solution

CauveHMS gives as a comprehensive solution for the efficient management and development of your Human Resource. It will assist you in the complex and strategic process of managing this crucial resource of your enterprise. Based on modular architecture, it facilitates a vast range of HR activities, with features that reflect the main HR management activities. It comes as a web-enabled application and considering the available flexibility

2.0 Introduction A CauveHMS Extension Module installation provides you with maximum deployment flexibility and full control over the technology stack and its configuration.

3.0 System requirements To apply CauveHMS Extension Module you must use version 2.50 or later of Openbravo ERP.

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http://wiki.openbravo.com/wiki/ERP/2.50/Openbravo_ERP_Installation


4.0 Configure your instance There are some new requirements in 2.50 when configuring the environments. Please review the Openbravo ERP Development Stack Setup documentation before going ahead

5.0 Downloading CauveHMS You can to obtain a copy of the obx file by either:

Downloading an obx file. Checking out the source code from the Cauve.

6.0 CauveHMS Extension Module Installations Once you have obtained the Obx file follow these steps to install it.

Steps1. Module Manager Console(MMC)

This is a new window in Openbravo ERP where System administrators can see installed Extension modules in their instances, and where they can install new ones and uninstall or update the ones that are already installed.

Note: You must login into Openbravo ERP on using the System Administrator role, so you can only see administration tasks on the Application menu. And select Module Management under General Setup->Application.

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http://wiki.openbravo.com/wiki/Development_Stack_Setup


2. Click the Browse File System and select the Human.Resource.management-1.0.0.obx, press continue button, then you will see the pop window and view details which

consists of License , Module dependencies and version details of CauveHMS module.

3. Now click the Ok button and accept the license agreements then continue installing.

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4. CauveHMS module OBX file successfully was installed in OpenbravoERP application; it’s partially installed in your application. In order to complete the process clicks OK button.

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5. By Rebuild the application, CauveHMS will available in Openbravo ERP.

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6. After rebuild the application, add the following list of things in your application database 1. Add a column in ad_user table in name of hrm_hr_employee_id ,2. Create a constraints in ad_user table

Foreign Key: ad_employee_fkALTER TABLE ad_user ADD CONSTRAINT ad_employee_fk FOREIGN KEY (hrm_hr_employee_id) REFERENCES hrm_hr_employee (hrm_hr_employee_id) MATCH SIMPLE ON UPDATE NO ACTION ON DELETE NO ACTION;

3. Create function in name of _daycount, _remaindaycount and _takendaycount, which SQL scripts are available in CauveHMS repository.

Note: Finally, you must do the following compile process1. ant compile.complete.development

7. After compilation you can have Human Resource Management menu at left side menu.

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Administrationo Company Infoo Membershipso Project Informationo Skillso Jobo Nationality & Raceo Qualification

PIMo Employee Information

Leaveo Apply Leaveo Assign Leaveo Leave Typeo Define Days Offo Leave Summaryo Leave List

Timeo Project Timeo Work Shifto Punch In/Outo Project Report

Benefito Add Pay Periodo Cauve CRM Sink

Note: To access CauveHMS, you must change your role to an Admin role, such as Openbravo Admin.

o Click the Openbravo link in the upper left hand corner of the window. The User Options window appears.

From the Role Information menu, select an Admin role (Openbravo Admin).

o To set the Admin role as default, select the Set as default checkbox.

7.0 Database Model CauveHMS

The typical flow tables are added in CauveHMS Extension and modifies it in Openbravo ERP is as it follows:

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http://wiki.openbravo.com/wiki/Image:ChangeRole1.png


Tables Descriptionhrm_hr_contact List of Contact hrm_hr_deposit Master of Deposit detailshrm_hr_education Employee education detailshrm_hr_employee Master table of Employee datahrm_hr_immigration Employee immigration detailshrm_hr_job Employee job descriptionhrm_hr_language Employee language knowhrm_hr_licensetype License type of Employeehrm_hr_location Employee contacthrm_hr_membership Employee membership detailshrm_hr_report Employee summary reporthrm_hr_salary Employee salary detailshrm_hr_skill Employee skill descriptionhrm_hr_spe_hol List of special holidays hrm_hr_taxexemptions Employee salary tax detailshrm_hr_workexp Employee work experience detailshrm_job_currency Currency master table hrm_job_eec Equal Employment opportunityhrm_job_empstatus Master employment statushrm_job_paygrade Pay grade master tablehrm_job_spec Job specification master tablehrm_job_title Master table of Job title hrm_leave_apply Employee Leave tablehrm_leave_assign Leave status of Employeehrm_leave_dayof Define day OFF detailshrm_leavetype Type of Leave (Master table)hrm_licenses Type of License (Master table)hrm_m_customer Customer Master tablehrm_m_ethnicraces Ethnic Master tablehrm_m_language Language Master Tablehrm_m_member_type Membership Type Master tablehrm_m_membership Membership Master tablehrm_m_nationality Nationality Master tablehrm_m_project Project Master tablehrm_m_project_activity Project activity Master tablehrm_m_skill Shill Master tablehrm_sugarcrm_ac Sink details of Sugar CRM Customer

detailshrm_tm_punch Employee Punch IN/OUThrm_tm_timeevent Employee Time sheethrm_tm_workshift Master Work shift tablehrm_wslogin Login details of Sugar CRM

8.0 Screenshots

8.1 Personal Information Management (PIM) Use Personal Information Management to manage Employee master details, contacts, salary, job, work experience, membership and emergency contact details. 4/10/2023



8.1.1 Employee Information Grid view

8.1.1 Employee Information Edit view

8.2 Company or Organization Information Use Company Information screen to define and edit information related to Company details, location, no of employees and Tax details.

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8.3 Employee Leave apply Use Apply Leave screen to manage the employee details and monitor their leave status.

8.4 Employee Leave summary report

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8.5 Employee Leave report

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