cauve hrm user document

Human Resource Management

Cauve Human Resource Management

Installation & User Document

Version License Author Date0.0.1 OBPL Support Team 14-07-2010

Prepared By

Cauvesoft Technologies Pvt. Ltd

Description

CauveHRM, will assist you in managing your company's most important asset - human resource.

CauveHRM, which is applicable to diverse business industries, is a perfect platform for re-engineering

your HR processes and redefining the workflow operations of HR professionals, paving the way to a

new level of HR Management.

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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 3

1.2 Overview 3

2.0 Introduction 4

3.0 System requirements 4

4.0 Downloading CauveHRM 5

5.0 Using CauveHRM 7

5.1 Admin Module 8

5.2 PIM Module 12

5.3 Leave Module 14

5.4 Time Module 16

5.5 Benefits Module 17

6.0 Database CauveHRM 19

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1.0 Executive Summary

1.1 Objective

Cauvesoft developed CauveHRM. This document will help to analyze our project with installation process and screen shot and also map their functional overview.

1.2 Overview

CauveHRM 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

CauveHRM is based on modular architecture and consists of the following modules:

Admin Module PIM Module Leave Module Time Module Benefits Module

Admin Module

The part of the system where the HR Manager or other appointed personnel perform all system administration tasks. This includes defining company structure, pay grades and other information that serves as the backbone for the rest of the system. Security issues are taken care of through this module as well by defining user rights.

PIM Module

This core module maintains all relevant employee related information, including different types of personal information, detailed qualifications and work experience, job related information etc. Picture of employee is included as well. Information captured in this module is utilized by all other modules,thus eliminating data redundancy.

Leave Module

A comprehensive leave management module with extensive possibilities of defining leaves types and more. It caters for all application and approval processes and is able to display information on leave entitlement, balance, history etc. Thanks to the web-enabled and self-service concepts, it significantly streamlines all leave related procedures, eliminates paperwork and saves costs.

Time Module

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The module automates time tracking related processes. It helps to efficiently organize labor data and improve the workforce management. Time module allows employees to define and submit their timesheets, which can be approved / rejected and modified by their supervisors. The module has thefunctionality for the tracking employee attendance, as the employees can enter there punch in and punch out times. Through the time module employees can specify the time events related to the particular projects, they are working on and administrators of the projects can manage the projectseasily through the functionality offered by the project reports menu items.

Benefits Module

Integrated platform to manage benefit-related tasks. Covers medical and welfare benefits‚ with possibilities to define new benefits‚ by type‚ provider and several other areas. Assigning benefits to employees happens in a variety of ways‚ individually‚ designation-wise or other. Benefits history and other information can be displayed through rich reporting capabilities.Features:

Define HSP Employee HSP Summary HSP Payments Due HSP Expenditure HSP Request

2.0 Introduction

A CauveHRM provides you with maximum deployment flexibility and full control over human resource management.

3.0 System requirements

Make sure that the following services have been started

Apache,

MySql and PHP

4.0 Downloading CauveHRM

Steps

Take the files from Sourceforge and copy it to your local host

Now take the database file and put it in your MySql Server.

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Open your web browser and enter the Url address for CauveHRM

e.g. http://localhost/cauvehrm

Fig. Localhost

Shown below is the screenshot indicating CauveHRM from the local host.

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http://localhost/cauvehrm


Fig. Cauve HRM in Localhost

Login to CauveHRM by using the login name and password.

Fig. Login-Cauve HRM

5.0 Using Cauve HRM

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Fig. Index-Cauve HRM

After logging in to the system you will see the screen showed above in the figure. From the top menu you can select which module to enter i.e. Admin Module, PIM Module, Leave Module, Time Module and Benefits Module.

Start by clicking on Admin Module in order to setup the system and define the information matching your needs.

5.1 Admin Module

When entering the Admin Module you will start by seeing the screen for the basic information on the company shown in figure below. Start by clicking Edit and enter the information. Once you click edit the button changes to Save button

From the left side menu of the Admin Module you can select the areas you want to define for your company, for example Company structure, Job titles, descriptions, pay grades, Skills and Qualifications, Customers, Projects, etc. The security of the system is also being handled through Admin module, as it allows defining users, grouping them into groups and assigning user rights for the access to the CauveHRM modules.

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Fig. Admin Module

Company Information

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Fig. Company Information

Job Title

You will then see the pop up screen shown in figure above. Enter the Job Title Name, Job Description, Job Title Comments, Job specification and the Pay grade. On Clicking the ok button we will obtain the following screen showing the Job title Details as shown in the figure below.

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Fig. Job Title Details

Adding Job Title

We will show the general principle by one example. Move the cursor to Job in the left side menu and click on Job Title and you will get the screen shown in figure. Click on the Add button in order to enter a new Job Title.

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Fig. Adding Job Title

5.2 PIM Module

In the PIM Module start clicking Add Employee in order to enter the information of an employee.See screen shot in figure below.

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Fig.PIM Module

Add Employee

After adding new employee details, click on the Save button. For resetting the details a Reset button is also provided.

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Fig. PIM-Add Employee

Employee Details

This is the main screen of Employment details showing Employee ID, Employment Name, Job Type and Employment status.

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Fig. PIM-Employee Details

5.3 Leave Module

The HR Admin can:

View Leave Summary for each employee and entitle

Leave days of each available type

Define Days Off – Weekends and Specific Holidays

Define Leave Types

Assign Leave for any employee

Scheduled Leave for any employee

List of Taken Leave for any employee

The administrator can Assign Leave for any employee. If the leave is being assigned by administrator or the supervisor of the employee, the leave does not require approval. The screen shown in the figure below will be used for leave assignment

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Fig. Leave Module

Administrator must select the Employee, by browsing through the list of employees, select the leave type, and the From and To Date for which the leave is being required

Assign Leave

Fig. Assign leave

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5.4 Time Module

The Time module automates time tracking procedure. It allows employees to register and submit their timesheets and punch in/out times, supervisors can review / edit / approve or reject employee timesheets and monitor the employee activities through the help of employee and project reports.

The HR Admin can:

Define Timesheets period Print timesheets View / Edit / Approve / Reject employee timesheets View any employee’s time reports View project reports for any project undertaken by the company Define a Work Shift for a individual/group of employees

Fig. Time Module

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5.5 Benefits Module

This module illustrates on the company’s Health Saving Plan policies. This allows the administrator of the system to define the suitable health savings plan policy for the organization, ESS users to make requests on health savings, administrator to approve or reject the requests and the systematic monitoring of the user accounts on health savings. The following types accounts have been configured in the CauveHRM benefit module and the operation of the accounts differ as follows

Functions of Benefits Module

Insurance Pay Roll Schedule

5.5.1 Insurance

Assigning benefits to employees happens in a variety of ways‚ individually‚ designation-wise or other. Benefits history and other information can be displayed through rich reporting capabilities. It consists of the following features

Define HSP Employee HSP Summary HSP Payments Due HSP Expenditure HSP Request

5.5.2 Pay Roll Schedule

The administrator can define the pay period for a given HSP plan. Other details regarding the payment to the employees will also be mentioned in the module. It consists of the following features

View payroll schedule.

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Add Pay period

Benefits

Fig. Benefits Module

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6.0 Database Model CauveHRM

The typical flow tables are added in CauveHRM:

Tables Descriptionhs_hr_companyinfo List of companieshs _hr_comp_property Property detailshs_hr_customer Customer detailshs_hr_education Qualification of Employeehs_hr_ eec Employee code decriptionhs_hr_employee Employee Detailshs_hr_empstat Employee language knowhs_hr_ emp_dependents License type of Employeehs_hr_emp_emergency_contacts Employee contacths_hr_emp_passport Employee membership detailshs_hr_emp_picture Employee summary reporths_hr_ethnic_race Employee salary detailshs_hr_ job_spec Employee skill descriptionhs_hr_ job_title List of special holidays hs_hr_language Employee salary tax detailshs_hr_ leavetype Employee work experience detailshs_hr_ licenses Currency master table hs_hr_location Equal Employment opportunityhs_hr_membership Master employment statushs_hr_membership_type Pay grade master tablehs_hr_nationality Job specification master tablehs_hr_project Master table of Job title hs_hr_project_activity Employee Leave tablehs_hr_skill Leave status of Employeehs_hr_specific Define day OFF detailshs_hr_weekends Type of Leave (Master table)

Fig. Database Table

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cauve hrm user document

Documents

pim module

time module employees

time modulethe module

modulethis core module

job related information

basic information

new benefits

benefits history