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Session 2

INTRODUCTION TO HUMAN CAPITAL MANAGEMENT WITH HRIS

HR Module
Human Resources

The HR application module supports the business activities associated with Personnel Administration and Personnel Planning and Development

2007

HR Applications
Personnel Planning & Development

Organizational Management

Payroll Accounting

Personnel Management

Time Management

Organizational Management
 Organizational Management:  Object types  Reports
Organizational Management

Personnel Planning & Development

Payroll Accounting

Personnel Management

Time Management

OM Master Data Elements Person(s)‫‏‬ Assigned Organizational Unit(s)‫‏‬ Assigned Job Assigned Position Cost Center Assigned Qualification(s)‫‏‬ Assigned .

Eng German Business .Attributes of Positions (Example)‫‏‬ Milind Soman Person ID: 12345 Assigned: 100% 8/6/07 – 12/31/07 Alpharetta ES Munich Trade Fair Marketing Executive Position Begin: 1/1/2006 End: 12/31/9999 Cost Center: 5XXX000010 Mech.

Organizational Management: Reports  The following are examples of Organizational Management reports:      Organizational plan Job index Open Positions Position Descriptions Qualifications .

Personnel Planning & Development  Personnel Development:  Qualifications and requirements  Career and succession plans Personnel Planning & Development Organizational Management  Reports Payroll Accounting Personnel Management Time Management .

qualifications.Personnel Planning & Development: Personnel Development  Personnel Development enables a business to link current and future work requirements with employees’ skills. and preferences 2007 .

Personnel Planning & Development: Reports  Personnel Development Reports .

Personnel Management  Personnel Management:  Employee Master Data  Employee benefits  Employee separations  Information systems  Employee benefits  Reports Organizational Management Personnel Planning & Development Payroll Accounting Time Management Personnel Management .

Personnel Management: Reports  The following are examples of Personnel Management reports:    Master Data List report Master Data Statistics report Infotype log .

Time Management  Time Management:  Work schedules  Time records  Attendance and absence records  Attendance and absence quotas  Error corrections  Reports Organizational Management Personnel Planning & Development Payroll Accounting Personnel Management Time Management .

Payroll Accounting  Payroll Accounting:   Gross payroll Net payroll Payroll Run  Payroll Accounting Reports  Organizational Management Personnel Planning & Development Personnel Management Payroll Accounting Time Management .

Payroll Accounting  The Payroll Accounting application’s primary function is to compensate employees for completed work Gross Deductions Net Payment .

Session 3 30 OrangeHRM Project Overview .

com/download. You can download the latest source code.shtml Discover the automating power of Selenium .1 or later A demo of OrangeHRM can be accessed via the below URL: – • http://www.php OrangeHRM installation requires: – Apache HTTP Server 1.orangehrm.3 or later – MySQL 5.orangehrm.com/demo. and user guide from the following URL:  • http://www.What is OrangeHRM? 31 • • • OrangeHRM is an Open Source Project which is a web-based product that resolves the management of Human Resources of a company. OrangeHRM is developed as an Open Source Project and licensed with GPL (General Public License). installation guide.0 or later – PHP 5.

OrangeHRM – Login 32 User ID: demo Password: demo Discover the automating power of Selenium .

Features 33  The following modules are available in OrangeHRM: • Administration Module (Admin) • Personal Information Manager Module (PIM) • Employee Self Service Module (ESS) • Reports Module • Leave Module • Time and Attendance Module (Time)‫‏‬ • Benefit Module • Recruitment Module Discover the automating power of Selenium .OrangeHRM .

Pay Grades. Employment Statuses.OrangeHRM – Admin Module 34  The Admin module allows you to: • • • • • • • • Define Company Info (General Information. Languages) Define Memberships and Membership types Define Nationalities & Races Define Users Configure and subscribe for E-mail Notifications Discover the automating power of Selenium . Company Structure. EEO Job Categories) Define Qualification Information (Education. Locations) Define Job information (Job titles. Licenses) Define Skills (Skills.

OrangeHRM – Admin Module Admin Module 35 Discover the automating power of Selenium .

OrangeHRM – PIM Module 36  The Personal Information Manager Module allows you to provide: • • • • • • • • • • Personal information (Date of birth. nationality. SSN.) Color picture Contact details Emergency Contacts Dependents Immigration details (Passport & Visa info) Job information Payment details (Pay Grade & Salary) Employee reporting structure (Assign Supervisor) Work Experience Discover the automating power of Selenium . ethnic race etc.

OrangeHRM – PIM Module 37  The Personal Information Manager Module allows you • • • • • • • • • to provide: Education details Skills Assign Languages Assign Licenses Assign Memberships Attachments Define employee id (which was previously auto generated) Display more employee details in the employee list Search with more fields Discover the automating power of Selenium .

OrangeHRM – PIM Module 38 PIM Module Discover the automating power of Selenium .

• All information is subject to company defined security policy.OrangeHRM – ESS Module 39  The Employee Self Service Module allows : • Employees of the company with the ability to view and update personal information • The functionality of this module spans through the entire system. anytime. where everyone can only view the information for what they are authorized to do. Discover the automating power of Selenium . making information available anywhere.

OrangeHRM – ESS Module ESS Module 40 Discover the automating power of Selenium .

 Report definitions can be saved to avoid repeating this task.OrangeHRM – Reports Module 41  The Reports Module allows you to: • Define Reports • View Reports  This feature produces customized reports according to user needs. Once the report definition is saved. the report can be generated by providing the required criteria data Discover the automating power of Selenium . Any number of reports can be defined by selecting from a range of search criteria and report fields.

OrangeHRM –Reports Reports Module Module 42 Discover the automating power of Selenium .

OrangeHRM – Leave Module 43  The Leave Module allows you to: • Define Leave Types • View Leave Summary of all employees in one screen • Define Days-off (weekends and specific holidays) • Apply for and assign continuous leave • Receive auto notification e-mails after performing leave related operations • Caters for all application and approval processes and is able to display information on leave entitlement. balance. history etc Discover the automating power of Selenium .

OrangeHRM – Leave Module Leave Module 44 Discover the automating power of Selenium .

OrangeHRM – Time Module 45  The Time Module allows you to: • Define employee timesheets • Print employee timesheets • Define work shifts • Administration and management of your own and your subordinates’ timesheets Discover the automating power of Selenium .

OrangeHRM – Time Module Time Module Discover the automating power of Selenium 46 .

OrangeHRM – Benefits Module 47  The Benefits Module allows you to define: • Health Savings Plan Define HSP – Employee HSP Summary – HSP Payments Due – HSP Expenditure – HSP Request • Payroll Schedule – Add Pay Period – View Payroll Schedule – Discover the automating power of Selenium .

OrangeHRM – Benefits Module Benefits Module Discover the automating power of Selenium 48 .

OrangeHRM – Recruitment Module 49  The Benefits Module allows you to : • Post the job vacancies • View Applicants • Schedule Interviews • View the history of events and their details Discover the automating power of Selenium .

OrangeHRM – Recruitment Module Recruitment Module Discover the automating power of Selenium 50 .

What are test scenarios? How do you convert them into meaningful test cases? 3. Why do you need a test plan? 4. You have been selected as a project lead to choose a HRMS system. How do you plan to go about evaluation? 2.OrangeHRM – Questions 55 #1 1. With whom do you need to review the test cases? Discover the automating power of Selenium . But no requirements given.

Session 4 THIS IS A PRACTICAL SESSION .

You will require these credentials  URL: http://www.crmps.com/blt/index.php  User ID: admin  Password: b@$$erina13 .

Map them with this. find out answers .  Questions will be shown on the next slide.What you have to do?  Go through this portal  Identify all the areas of HRIS we spoke about in the last session.

How many job titles are present? What is the JD of “Executive HR”? Mention any 4 What is the salary range for “Manager” grade? What are the three different employment status used in this company? What do you mean by “Job categories”? How many skills are mentioned in “Skills Inventory”? What is meant by “Custom Fields”? Generate a sample PIM report? Can you modify? What are the different leave types? How is it ensured that male members will not be able to avail maternity leave? How many vacancies are available? What are the KPI for “Manager HR”? Mention any 4 Add-on modules of OrangeHRMS .Questions                What is the Tax ID of this company? What are the three different locations of this company? Explain the Organization Structure.

Session 5 ORANGEHRMS .

Company Structure .

Step 1  Enter the company details  Create User (admin user) use your name  Create Job specifications  These are the levels that you will create Leadership  Senior Management  Managerial  Executive and Clerical  Contract Employees  .

Manager. Clerks and Contract Employees Choose appropriate Job Specification abd Salary band Provide Job Description  Create a new employment status and/or modify  To do: Create company structure. SM (40l to 50l). M (20l to 30l) E (5l to 8l)‫‏‬    Job Titles would be CEO. Location and Company Property . Manager.Step 2  Create Job Titles  While creating this you may also create first “Pay Grades”  Pay grades would be L (55l to 65l). Executives. Different GMs. Asst.

relations etc)‫‏‬  Add languages such as English/ Hindi etc  In this tutorial we will not use nationality/race and memberships . ICWA etc  Identify some of the skills required and fill up the data (such as negotiation.Step 3  Add qualifications as appropriate  Add licenses such as CA.

Step 4  Add a couple of fictitious customers  Add a project associated with customers  If any of your projects have any well defined steps of activities then they may also be added .

street1. you need to define the import method first  Select “Define Custom Import” and choose following fields:      Lastname. zip. city.Step 5  Populating Data or Importing  You may use following method to import data in HRMS. workemail. state. gender in this precise order Save this by giving an appropriate name Create a CSV file with all these details Import the data Assign or change appropriate parameters . firstname. street2. Homephone. Mobilephone. alternatively. populate the data as mentioned in the organization chart  To import employee data in the system.

The drop down menu should have Yes and No option .Step 6  Creating Custom Fields  Create a Custom field with a drop down menu for “Harassment Training”.

End of Tutorial One .

7 and 8 WITH THE AVAILABLE DATA CREATE A DEMO HRIS FOR COOL COLORS PVT. LTD .Session 6.

Session 9

Performance Management System
 Study the case given for PMS  Follow the instructions given in the document to

generate PMS for this company.

Session 11
RECRUITMENT AND SELECTION

Creating a Portal
 You will create a recruitment and selection portal in

this exercise.  Follow these steps:

  

Identify any 5 vacancies Identify person specifications Generate these vacancies on the portal Ask your colleagues to visit the portal and respond for these positions Once they respond, follow through the selection process of short listing, interview 1, interview 2 and job offer etc

Session 12 and 13 CASE STUDY OF USING AHP FOR SUCCESSION PLANNING .

Session 14. 15 HRIS PLANNING .

Outline of this lesson 76  Introduce HRIS Planning  Identify Key Steps in the Planning Process .

Developing an HRIS: Planning and HRIS Development Project 77 Planning Analysis Design Implementation Maintenance .

Planning 78  Information Planning  Systems Investigation .

HR Information Planning 79 Development of long-range strategy  Better utilization of HR/IS resources  Better performance of HR functions  .

HR Information Planning Steps 80 Develop overall objectives  Identify HRIS project(s)‫‏‬  Set priorities and select projects  Analyze resource requirements  Set schedule and deadlines  Develop the HRIS plan  .

HRIS Plan: Deliverable 81 Executive Summary  General Conclusions  Overall Objectives  Analysis of Existing/Future HRIS Projects  Project Selection  Schedules & Deadlines  .

personnel. software. or procedures will improve an existing system. or are needed in a new system?  What are the potential costs?  What are the associated risks? . databases.HR Systems Investigation 82  What problems might a new or enhanced HRIS solve?  What opportunities might a new or enhanced HRIS provide?  What new hardware.

Investigation Steps 83  Form an Investigation Team  Strategic Planning/Environmental Assessment  Feasibility Analysis  Goals for System Development/Critical Success Factors  Systems Investigation Report  Top Management Sign-off .

Selecting an Investigation Team 84  HR personnel  IS personnel  Users  Consultants  Top management .

Labor Market.Systems Model of Organizational Functioning: Aligning 85 Strategies  External Environment Government. Technology. Societal Concerns. HR State  of Art HR Mgt System Services Profit HR HRIS Feedback  Org’l Goals Strategic System Mgt Functions ROI Morale . Productivity Competition.

Environments of Organizations 86 External: Socio-Economic External: Task Internal: Company .

Socio-Economic Environment: Social 87  Demographic changes  Increasing cultural diversity  Changing work ethic. values  Crisis in training  Life style issues .

falling real wages .Socio-Economic Environment: Economic 88  Downsizing  Business cycles  Job gains and losses  High-tech economy  Shift to service from manufacturing  Health care cost explosion  Tax rate. inflation.

explosion of free-market in southern China.Socio-Economic Environment: Political 89  Governmental regulations  Infra-structure  Democratic reforms  European Community. . NAFTA.

Socio-Economic Environment: Legal 90  Customer protection  Employee protection  Company protection  Litigious society  Anti-trust regulation .

Task Environment 91  Global Competition  Local. National Competition  Industry changes  Suppliers  Customers . Regional.

Company Environment 92  Employees  Management  Unions  Organizing  Productivity  Total Quality Management (TQM)‫‏‬  Quality of Work Life (QWL)‫‏‬ .

Creating a Competitive Advantage: Some Examples 93  Enhance existing products and services  Develop new products and services  Change the existing industry and its characteristics  Create new industries or markets .

 Valuable?  Rare?  Imperfectly imitable?  Non-substitutable .Keys to Sustaining Competitive Advantage 94 Is the resource...

Justifying an HRIS: Feasibility 95  What problems will automation eliminate or reduce?  How much will automation/HRIS cost?  What benefits can we expect?  What level of computer expertise exists in the HR dept. .

Justifying an HRIS: Feasibility 96  Technical Feasibility  Economic Feasibility  Operational Feasibility  Schedule Feasibility .

training & development. ad hoc reports for queries. better T&D. improved retention of desired employees  Controls expenses  More thorough salary/benefits administration tracking & analysis. more user independence  Eases regulatory compliance  .HRIS Enhances Productivity 97  Increases work force quality More appropriate hiring.

Project Planning SESSION 17 AND 18 .