Sample User Guide

Al
• HRIS
1 Bengaluru | Delhi | Gurgaon | Mumbai PeopleStrong HR Services. Disclosure not permitted. www.peoplestrong.com
HRIS: Key Features
• Put your own Logo and Code to personalize page to your brand
• Flexibility to choose Username among three options for one client
• Put useful links on homepage for ease of use
• List all Pending tasks on homepage
• Highlight Events/ Birthdays/Anniversaries
• Put Announcements on very home page
• Put a personalized welcome message on home page
• Enable/ Disable different tabs as per requirement
• Keep a track of the changes made to employee information
• Allows HR/Manager to search employee record with Basic and Advance Search
URL For Login into HRMS
• Flexibility to Choose your Own Code e.g. Company

Name or Brand Name between two URL.
Only highlighted code can be changed in the URL, rest of the information will remain same i.e. in the above URL only
yourcode can be changed to company name or brand rest URL will remain same. Only one URL can be used out of two
Login Page
User Name Can be E Code or Mail ID or Any Unique field
Has to be 6 Characters which Includes

1 number and 1 Special Character without any space
Home Page Information
Set a warm welcome note to your employees

and keep them engaged
Place your frequently needed Links Welcome
and shared folder access here
Important Links Announcement

Let your employees know about the
latest developments, achievements and
announcements
Home Page
Birthday/ Celebrate the events

Wish happy birthday Anniversaries Events
to your colleague
Subscribed Modules
All of the subscribed modules will be visible on
Home Page
Home Page
User Detail
Subscribed Modules
Important Links Welcome Note
Pending Tasks
Events/ Birthdays/ Anniversaries
Announcements Colors on this page for menu and other display can be changed to some other colors as per requirement
Profile Page
Employee
Information, these
labels can be
renamed
Possible action tab wise
Details Mentioned on Slide 8
These
labels
can be
rename
d across
all tabs
Profile Page Information
My Details Position Address Family Employment Education ID Proof Salary Bank

Details Details Details Details Details Details Details
• Company Name • ID Type
• Name • Employee • E Code • Course • Pay Structure • Bank Name
• Official • Contact • Number
• DOB Code • Title • Institute • IFSC Code
Address Name • Date Of
• Contact • DOJ • Start Date Name • Account
• Permanent • Relationship
Details • Designation • • Specialization Issue Type
Address • DOB End Date
• Marital Status • Reporting • Emergency • • GPA/ • Valid Till • Bank
• Is Dependent Project Name
• Gender Matrix • Percentage • Place of Account
Contacts • Any Health Role
• Probation • Start Date
• Other Basic Policy • Location Issue Number
Details Details • End Date • Branch name
• Action • Salary
• Confirmation
• Employment Type • Branch
Status
• Notice Period Address
• Work • Account
Location Holder Name
Microsoft Excel
Refer to the attached sheet for detailed information on Available fields in Profile Worksheet
Modify/ History information
Instructions/
Current Details Update Details Track Changes Points to be
taken care
Fields to be modified will

reflect here till end of the
page
A workflow can be configured which can be

routed to HR or some other authority for the
changes initiated by employee. Workflow will
be common which will run for all employees
Modify/ History information
Points to be
Current Details Update Details Track Changes
taken care
Employee can Click on the arrow button appearing on right side to track what changes has been
made. System will show complete information related to what label ben changed with old, new
Value, effective date and status
Employee List
HRIS >> Employee >> List Employee Click on these arrows to Sort transaction in ascending /descending order for all columns
Based upon what rights has been assigned to manager this option will appear to view team
Basic Search
Basic search option can be used if search is desired on a specific criteria as per below screen
Advance Search
Advance search option can be used if search is desired on a specific criteria as per below screen
Select the Criteria first and then click on Search Button
Addition of New Employee
HRIS >> Employee >> New Employee
Permissions - Who can do what
HRIS Reports
Refer to attached sheet for the detailed Reports available for HRIS Module Microsoft Excel
Worksheet
Al
• Attendance
Attendance: Key Features
• Integration with Biometric/ Punch Machine to get In/Out Punches

• Attendance marking on system in absence of Punch Machines
• Attendance restriction to IP address
• Regularize attendance Up to 5 days in one go
• Track OT Hours for extra working
• Delegate request approval to other members
• Empower manager with Roster mapping rights
• Check Attendance data for date range
• Weekly attendance status on mail
• Restrict regularization for past days
• Decide Full/ half day on the basis of hours worked
Attendance
Attendance
Integration with Biometric

Web Punch In/Out Device
Regularize Attendance
Come to Office and Mark Install Alt Utility on Client Machine Regularize Attendance in case
Attendance On HRIS to transfer punches to HRMS Punch got missed or Skipped
Restrict Marking Attendance Regularization can be forwarded

through IP to a Location to Manger for Approval
In Case of Biometric Attendance punches will reflect with a delay of one day
Employee can regularize Attendance for a maximum of 5 Days
In Case if employee is on OD or Travel then he can regularize same post that day has been finished
Web Punch IN-OUT
This is the default page which appears one user clicks on Attendance Module
Employee will click these buttons to Mark attendance on system
Punch IN-OUT option will appear only if under Configuration this option has been opted else system will directly take user to the My Attendance page (Next Screen)
My Attendance
Enter Start Date and End Date to view Attendance for Said Dates and Click on Refresh button
Like work hours another column of OT Hours can also be included
By Default Attendance Status for last 30 Days will appear

Regularize Attendance
-Select the dates for which punches has been missed or need to be corrected
-Click on Regularize button and enter correct timings and then submit
Regularization
Transactions can be filtered by putting the initials in these Input boxex
Click on Attendance Reg Code

to check detail of transaction
This shows status of Different transactions and these colors are configurable
Shifts
Attendance>> Configuration >> Shifts

Shifts represent the Timings defined as per the Company Policy for the smooth functioning of the business operations
Add a new shift
Click on these arrows to Sort transaction in ascending /descending order for all columns
Select shift here and then click on Delete button to remove it from system
Create Shifts
Attendance>> Configuration >> Shifts
Select Shift Code, Name and Type Here
Select Shift Start and End Time
Set Duration for Half and Full Day Presence
Fill up above information and Submit the Shift
Rosters
Rosters are the arrangements of the Company timing on the different days of the week or Month or Year along with Off Days definitions
Add a new Roster
Select Roster here and then click on Delete button to remove it from system
Roster
Attendance>> Configuration >> Rosters
Roster types can be Cyclic and Non Cyclic
Roster can be created for a week or for all 52 weeks in one go
Choose Shifts day wise and Week Off as well
Fill up above information and Submit the Shift
Roster
Attendance>> Configuration >> Assign Rosters Assign new Roster
Select Existing roster here and then click on Delete button to remove it from system
Assign Roster
Attendance>> Configuration >> Assign Rosters
End date will get auto selected based upon pattern selected.
Assign Roster By Employee
Attendance>> Configuration >> Assign Roster By Employee
Filter Among employee Type and Employee Status
Filter employee based upon basic search criteria
Select employee for action
Assign Roster By Employee
Attendance>> Configuration >> Assign Roster By Employee
Select Start and End Date
Select desired Roster
Click Assign button to map roster to employee
Task Reassign
Task Reassign helps in assigning pending approval to other users. Below is the default view which will appear once use click on Task Reassign
Transactions Pending for approval will reflect here, click on Task Code and system will take user to the next screen.
Task Reassign- Assignee Selection
Lis of the Active employees will appear to whom task can be reassigned,
click on Reassign Button to Complete transaction
Once task gets reassigned this message will appear and transaction will
start appearing in selected User’s home page
Attendance Reports & Settings
Refer to attached sheet for the Configuration options in Attendance Module Microsoft Excel
Worksheet
Microsoft Excel
Worksheet
Refer to attached sheet for the detailed Reports available for Attendance Module
Al
• Leave
Leave: Key Features
• Store entitlements on the basis of Grade and Employee Type

• Proxy Leave option for Managers on behalf of team member
• Restrict carry forward of balances to a number
• Restrict maximum balances employee can have at any time
• Calculate Comp Off for Extra working
• Delegate Leave Approval to other team member
• Restrict credit on the basis or Probation and Confirm employees
• Configure Maternity and Paternity Leaves
• Configure Leave Without Pay leave
Leave
Leaves
Periodic Leave Event Based Leave Effort Based Leave
Leaves which one becomes Leaves which one becomes
Leaves with Fixed Entitlements eligible on a particular event or eligible on a Some extra
and Accrual for a Period Occasion efforts given
Paid Leave
Sick Leave Maternity Leave
Earned Leave Paternity Leave
Transfer Leave Compensatory Off
Casual Leave etc.
Miscarriage Leave
My Leaves
Click on this Leave Code to check detail of the leave transaction
Leave History will show all the transactions applied in system

Click on
More
Button to
see
more leave
records
Leave Balances will show detailed information on balances
Leave Creation
Leave Request Form 1. System will automatically take current date as

Application date.
2. Select Desired Leave Type from applicable Leaves
3. Select Leave Start and End Date
4. Select Leave Reason and Enter comments
5. Upload attachment if any
1 2
3
4
4
5
Full and Half day can

be selected here
Submit the Leave Application after Leave Balances will reflect here all the times
filling up this information
Leave – Manager’s Action
Pending task will start appearing under Manager's My Task for Further action
Leave Approval Form
Basic Employee
Information
Leve Transaction
details, Manger can
put his comments
Leave Duration
Leave Balances
Leave
Manager can check

leave status of the
leaves applied by team
Search button will open

this window listing all
employees in reporting line
Leave Status
This search criteria can be

used to check record of a
specific employee
Search employee record by typing initials in the input box
Employee record selected

This screen will appear
with Leave Transactions
and Balances history
Holiday Calendar
Holiday Calendar for the current year will reflect here
Holiday Calendar will appear for current year only
Proxy Leave
Leave >> Manager Self Service>> Proxy Leave Proxy Leave can be applied by the Manager or HR Manager on behalf of employee
Employee record selected
Leave Transaction Details can

be selected here
Full and Half day can be

selected here
Leave Balances for employees
Proxy leave is a part of configuration and same will be visible only if it has been allowed in permissions
Leave Settings and Reports
Refer to attached sheet for the detailed configuration for Leave Module
Microsoft Excel
Worksheet
Refer to attached sheet for the detailed Reports availbel for Leave Module
Microsoft Excel
Worksheet
Al
• Transfer
Transfer: Key Features
• Request can be initiated by Manager and HR Both

• Approval workflows are configurable
• Multiple search criteria to find employee record are available
• Checklist can be included during transfer process
• Attachments can be included
• Letters can be generated once Transfer gets completed
Transfer
Transfer
Manager Initiated Confirmation HR Initiated Confirmation
Followed by HR Approval
and New Managers
Approval
New Transfer
HRIS>> Transfer>> New Transfer
Select this search button

and below window will
appear with employee’s
detail
Transfer Page
Update new designation
New Reporting structure
New Organization unit

allocated
Update new geographical

location
Upload Document if any

kind of approval or other
Include Any kind of

checklist
before transfer
Time when Manager system replicates other details as per managers information, however same can be edited
Transfer – HR Approval
Acceptance action due with the Relieving HR manager
Transfer – HR Manager Action Page
HR Manager Can review the

details submitted for transfer
case
Transfer – HR Manager Action Page
HR Manager specific
Checklist can also be
included in the workflow
Receiving L1 Manager Approval
Acceptance action due with the receiving manager
Receiving L1 Manager Approval Action
Page
Receiving L1Manager Can

review the details submitted
for transfer case and take
Approve or Reject Action on
same
Transfer Letter – Action Page
1. Click on Generate Button
3. PDF will appear here, which can be

downloaded and verified
2. Click on New Generate Button

Optionally comments can also be captured here
4. Click on Approve button to finalize letter
Al
• EXIT
Exit: Key Features
• Request can be initiated by Manager and HR Both

• Multiple search criteria to find employee record are available
• NDC Checklist can be included during Exit process
• Full and Final Data can be uploaded
• Attachments can be included
• Letters can be generated once Exit gets completed
Exit Process
Exit Request
submitted
Experience Exit Request
Letter Generated Approved
F&F NDC
Released Initiated
F&F NDC
Initiated Completed
There is a special provision for Notice Period Shortfall Approval and same can be forwarded for special approval to HR Head after manager action
Resignation Request
Profile>> Resignation
Basic Detail of self will be

populated here automatically
Details of Correspondence will

be shared here
Relieving information along with

a document can be uploaded
here
Manager can also raise a separation request on the behalf of employee if configured in setup
Manager Action - Home Page
All the pending actions appear

under My Task on Home Page
Manager Action
Approver is getting option to

change relieving information for
employee under this section
Approver is getting option to

change some other fields and
capture additional information
for future analysis
HR Manager Approval
Exit request is now pending

with HR manager for approval
HR Manager Approval
Second Approver will find the

same form as that appears to
the first approver
No Due Clearance – Home Page
One request is approved at all

levels, NDC can be initiate for
employee
Rights to initiate different actions are defined under various role, action will appear as per the configuration only
No Due Clearance- Action Page
Basic information on resignation

detail
Employee Information, basic details
Relieving information
Approval Track
HR Tracking
EXIT >> Resignation Status>> Search employee Details
HR Can track Exit status ant any time,

NDC is attached on next slide
System allows to retain employee at any stage

NDC Owner Home Page
Once clearances are initiated, then above action start

appearing in respective NDC owner’s homepage
NDC Owner Acton Page
Capture Remarks here
Capture Recovery Amount here
NDC Owner will capture this information

under clearance status where Recovery
amount can be entered and comments
can be captured against all line items
Check this box to clear said line

item
Initiate F&F- Home Page
Once NDC owner submits No Dues, initiate FNF action

appears to set role
Rights to initiate different actions are defined under various role, action will appear as per the configuration only
Initiate F&F- Action Page
Clearance Status Information

as that of submitted by NDC
Owners
FNF Owner can Upload a F&F

document here and capture
comments as well against same
Release FNF
Once NDC owner submits No Dues, Release F&F action

appears to set role
Release F&F Action Page
Clearance Status Information

as that of submitted by NDC
Owners
Screenshot continues on next page

Payment Release owner appear here as set by the F&F Release owner
Click this button to add payment details
Capture Payment Release information here and Save this info

Payment Details as
Captured in the previous
page
F&F Release owner can

upload a fresh document
and capture comments
against that
Experience Letter – Home Page
Once F&F is settled experience letter generation option

appear to set role
Experience Letter – Action Page
3. PDF will appear here, which can be

downloaded and verified

Exit Setup- Configuration & Reports
Refer to attached sheet for the detailed configuration for Exit Module
Microsoft Excel
Worksheet
Refer to attached sheet for the detailed Reports Available

Microsoft Excel
Worksheet
Al
Confirmation
Configuration
Feature Possibility
Probation Period Definition Defined on individual basis
Confirmation approval by multiple levels Available
Different workflows for different employee Common Workflow for all
Notification to Manager before X days from Confirmation date Possible at Database Level
Notification to Manager on Confirmation date Possible at Database Level
Reminder for confirmation due - Action not done Possible at Database Level
Capture Assessment Checklist can be made Available
Capture Comments/Ratings Available
Upload Attachment Available
Generate Letters Available
Initiate Confirmation
HRIS>> Confirmation >> Initiate Confirmation
Select this search button and below window will appear with
employee’s detail
Select this search button and below window will appear with
employee’s detail
Confirmation Assessment
Selected employees name will appear here
Employee information in terms of

Organization and reporting hierarchy will
appear here
Approver will take action on confirmation

here i.e. Approver confirmation or extend
Additionally a checklist of for assessment

can also be captured
Letter Generation
One request is approved at all levels,

NDC can be initiate for employee
Before letter generation it is possible to include one more approver in the workflow
Letter Generation Action
3. PDF will appear here, which can be downloaded and verified

Al
Reimbursement
Reimbursement: Key Features
• Supports N number of Expense Categories and Travel Heads

• Deviation approval workflows can be included
• Claim/Day/ Month wise entitlements can be configured
• Per KM rate can be defined for Two Wheeler and Four Wheeler for Conveyance Claims
• Labels can be enabled and Disabled as per client requirement
• Cost Center can be linked to a expense claim
• Entitlements can be set for mobile claims
• Expense claim can be printed
My Claims
By default all the claim will reflect under my claims on the reimbursement page
New Claim
Reimbursement >> New Non- CTC Claim

Basic employee information
Asper profile will reflect here
An expense category will be selected from here, refer to next slide
L1 Approver and Cost Center can be selected as per cost incurred
A dialogue guideline or disclaimer can be set here
A claim summary will appear here automatically
New Claim - Form
Expense category can be selected here, this can be configured as per company policy
Click on the Select cost center option and this

window will appear with a list of all cost centers
New Claim- Form
Expense category selected here
An attachment can be uploaded here
Fields on this column will

depend upon the expense
category selected for making
claims
Click this button to

Remove line item
from a claim
Click this button to

add claim line items
against claim, refer next slide
New Claim Form – Line Item Addition
Labels can be edited and can be enabled and disabled as per requirement on this form Details of the line item added
Click on this button and this window will open
New Claim
List of all the line items added will reflect here
A claim summary will appear here automatically
Claim can be saved to be Click this button to submit claim for approval
submitted at a later stage
My Claims
Claim pending with L1 manager for approval on home page under My Tasks
L1 Manager Action Page
Basic Claim information with ID and

CV Status will appear here
Basic employee information about

employee and Org Structure will appear
here
Expense category, Cost Center and

Approval information will reflect here
Travel Details will Start / End date and

Travel Mode information will reflect
here
Line Item wise claim details will reflect

here, refer to slide 85 , as line item
window will be same and approver can
change approved amount
Claim summary will reflect here all the

times
Approver will check the guidelines and Can approve or reject the claim
My Claims
Claim pending with L2 manager for approval on home page under My Tasks
L2 Manager Action Page
Basic Claim information with ID and

Status will appear here
Basic employee information about

employee and Org Structure will appear
here
Expense category, Cost Center and

Approval information will reflect here
Travel Details will Start / End date and

Travel Mode information will reflect
here
Line Item wise claim details will reflect

here, refer to slide 85 , as line item
window will be same and approver can
change approved amount
Claim summary will reflect here all the

times
Finance Approval
Finance Approval Action Page
Line Item wise claim will reflect here,

details of each line items can
checked, refer to next slide



Finance Approval Action Page
Line Item wise claim

will reflect here, details
of each line items can
checked, refer to next
slide
Claim summary with

Approved amount will
reflect here and
comments will also be
captured here
Rejection reasons can be selected here. Reasons are configurable
Claim approval history

along with approved
comments and
approved amount will
reflect here
Approver will check the guidelines and Can approve or reject the claim
My Claims
Details of the Each line

items can be checked
by clicking on the line
item and window of
Reimbursement Claim
will open
My Claims
Claim with status as

Transaction completed
will start appearing My
Claim
Reports and Configuration
Refer to the attached sheet for Reports available in Reimbursement

Microsoft Excel
Worksheet
Refer to the attached sheet for various configuration possibility in Reimbursement Microsoft Excel
Worksheet
Al
Onboarding
Onboarding: Key Features
• Prospective Hires can be added in bulk

• Multiple checklists can be created
• Additional items can be added
• Approval of checklist and items can be Added/Removed
• Pre-joining form can be filled by candidate and form can be uploaded
• Offer acceptance can be recorded on portal.
• Mail reminder can be sent by HR for due action
• Buddy can be assigned
New Hire Page
Prospective
Hire Created
Onboarding Checklist
Completed Approval
Post-Joining Offer
Process Generation
Pre-joining Offer
Process Acceptance
Onboarding Home Page
This is the home Page which will appear once user clicks on Onboarding option Click on this
button to add
Click on these arrows to Sort transaction in ascending /descending order for all columns details of a new
hire, refer to next
slide
Prospective Hire
details can be
removed here
unless Onboarding
has been initiated
This is the List of

the Prospective
Hires which will
appear all the
times here
New Hire Page
Enter Prospective
hires details here
on this form
Save the details after entering information
Onboarding Prospective Hire Page
After saving the details of the new hire, this message will appear on the screen
Hires detail will start appearing on the per, click on initiate button to seek checklist approval
New Hires Detail
Click on the button to view

details of the new hire,
refer to below side
Shows display as
Pending for Checklist
Checklist approval stage can be skipped as well

Checklist Approver Page
Action is coming due with approver on the homepage

Checklist Approval Action Page
Basic Hire information will

reflect here
Click this button to add

new items to the checklist,
refer to next slide
This is the checklist which will

be triggered to the various
stakeholders to facilitate the
smooth on boarding of
employee
Check these boxes to apply

individuals items in
checklist

New Line Item Addition
Add a new line item here

to the checklist
Checklist Approval
After clicking these buttons

status of the checklist
items will change status
from Default rejected to
Approved
After checking the items, please click on Assign button

Status has been

changed to Pending
and reflecting under
prospective hires
Click on this button

to add new line item
too the checklist
Click on Offer generation as per checklist
Offer Generation Stage
Click this button to add compensation details,

refer to next slide
Checklist name along with owner and

status is reflecting here
Click on Offer generation as per checklist
Compensation Details
Enter the CTC details here an click on the button

given and CTC structure window will appear
Enter the CTC details here an click

on the button given and CTC
structure window will appear
There will be a common CTC structure and Breakup will appear automatically
Move to Offer Generation
After clicking Submit button on previous slide, this message will appear on the screen
Click on this button for offer generation, refer t next slide
Offer Generation
Select the type of letter which you wish to offer
Default text configured will appear here

automatically , however same can be edited as
Click on Preview per requirement
button to cross
check the letter
generated
Mover to Offer Acceptance
After Generating the offer letter this message will appear
Stages completed are reflecting under checklist Items with Click these
Completed status buttons to
download
attachment
Move Candidate for Offer Acceptance
After Generating the offer letter this message will appear
Once candidate accepts the offer letter

update status to the Offer Acceptance
Item Owner Action Page
After accepting the offer letter this message will appear
Click on this button to remind

item owner for pending action
Compensation details and Generate offer are already reflecting as Completed
Checklist Owner Action age
Once an item is updated status gets changed, this message appears on the top
Capture Status automatically changes Click on these check

comments to Completed and actin date boxes , once activity
against all the gets captured as completion has been completed
items date
Perspective Hires Login Page
URL will be : yourcode.peoplestrong.com/ob/
Use Name will be E Mail ID of the Employee
Password Format is Firstname_demo
Item Owner Action: Onboarding Pass
Enter onboarding pass details

here, with SPOC and address
and then click on Submit
button
Perspective Hires Home Page
User Name, will reflect here.

An Attachment can be uploaded and downloaded here Change password and
Logout option will reflect
here
List of the activates which

are due with Applicant,
along with Pre-Joining form
and Uploading of various
form
Various forms uploaded and

Policies can be viewed form
here
Various Links for navigation

are available here
Buddy details will be available here
Perspective Hires Info Form
This is the Pre-Joining form which perspective his is supposed to fill up

Before submitting the
details candidate can
Prospective hire will fill up details information under all the tabs view the finalized sheet
After filling up this details Prospective hire, will save these details
Onboarding Completion
After filling up this details perspective hire, will save these details
Click on Onboarding Completed and Process will be completed
Prospective hire status has been changed to Successful
Onboarding Settings and Reports
Microsoft Excel
Refer to the Attached Sheet for the configuration possible in Onboarding Worksheet
Microsoft Excel
Refer to the Attached Sheet for the detailed Reports Available for Onboarding Reports
Worksheet
Al
Travel
Travel: Key Features
• Multiple approval workflows can be configured

• Different Entitlements can be stored for different set of Individuals
• Deviation approval can be configured separately
• Mail notifications on all events
• Highlights deviations on the submit page only
• Allows Raising query to employee to seek some additional information
Travel Login Page
For Login into Travel portal there will be a different URL, Login page will reflect like this
Enter you User ID,

Password, Domain
and User Type
Home Page
User’s details will appear

here on the top
System will show existing travel request on the home page

Select this option if
CVCV you wish to create a
new travel request,
refer to next slide
Current status for all travel request will reflect here
New Travel Request
Reason coming
on this Choose if its a Domestic or Overseas travel
dropdown are
configurable Write a brief on Agenda
Select of it’s a one way trip or return
Enter Travel Details here

Cities names will be reflecting in the dropdown after typing the initials
New Travel Request- Form
Enter stay related

details here with
Check In details and
preferences
This will get auto

captured based upon
These are the fields which can be enabled/disabled as per requirement the travel Start and
End date
Enter Approximate Tour Cost
Click this button to submit travel request
Advance amount
can be selected
here
New Travel Request- Form
In case of International Travel employee can

request in Overseas currency as well, this list is
configurable
Employee can check his/her

entitlements for limit as per policy,
Refer to next slide for details
Expense Limit Check
Entitlements as per policy can be checked here
Travel Request Submission
Once your click on Send Request then system will Click on OK button to Submit Travel
against pop deviation and entitlements Request and Cancel to modify details
Cities Not in Configured List
After Submission, system will show below message

if cities selected are not from system list
Once Request gets submitted successfully then

below message will appear along with details who
has been notified.
Requester Home Page
For Limit Deviation its highlighted in red
Status reflecting as Pending with Owner name
After Submission travel request starts appearing

under Old Requests
Travel request can be Deleted/Edited as long as its

Pending for Approval
Approver Home Page
List of Pending List of Pending

Travel Request Expense Claims
can be checked can be checked
here here
Manager can directly

Approve or Reject Travel
Request on Home Page
Click on View Details to check details information

on Travel request , refer to next slide.
Travel request Is reflecting as Pending Approval on

L1 Manager’s Action Page
Approve Action Page
Details of all pending travel requests will reflect here all the
times
Details of all Highlighted Travel ID can be checked below
Travel Plan with From-To Details along with Travel mode

and Preferences are visible to approver here
Approver Action Page
Selected Status will give Options to Approve, Reject or Raise Query
Write a description in Query and raise it to

requester. Requester will be notified for same
and can respond for the query
Once everything is OK and even query gets

responded approver can approve the claim
and submit it after supporting with remarks
Once Approver click on Submit button then system

will pop deviation and entitlements
Click on OK button to Approve Travel

Request and Cancel to Raise Query or
Reject
Requester Home Page
Status reflecting as Approved By L1 Manager and

Showing pending with L2 and Finance for Advance
Approval
L2 Manager’s Home Page
Click on View Details to check details information

on Travel request , refer to next slide.
This form is same as that of L1 Action page, refer

to next slide
First Approvers action

details will reflect here
Approve/Reject/Raise
query action can be
taken here.
Once Approver click on Submit button then system

will pop deviation and entitlements
Click on OK button to Approve Travel

Request and Cancel to Raise Query or
Reject
Finance Approval Page
Search travel details on the basis of

these fields
Clicking Search button will open below window
Finance Action Page
Basic employee and travel info will reflect here

alongwith Approval history
Advance requested and Sanctioned details will reflect here
Finance Action Page
Finance can raise a query to employee
Click on Advance Approve to issue advance amount to employee
Admin – Action Page
Requests can be filtered on the basis on Booked/Not Booked/Cancelled
Click on Travel Desk to

view pending requests
for Processing
Click on Travel Desk to

view pending requests
for Processing
Ticket Details
Updated Ticket Details

and Bill details here, r
refer to below slide
Ticket Details- Update
Enter ticket details

here on this page
along with Vendor
and Cost Center
Ticket Details
Enter bill details here
Ticket Details
Once ticket details are entered, click on submit button
Exceptional Approval option can be opted for making

arrangements beyond Entitlements
Expense Claim – Against Travel
Click on Expense Claim

Request to view
pending requests for
Processing
All of the Approved travel requests will reflect for expense claim
Click on Expense Claim
Request to create
expense claim against
travel request
Create Claim
Travel Request
detailed for Claim
Information fetched
from travel request
Create Claim Line Items
Write a brief on the activates accomplished during travel request
Enter Line
item wise
data for
expenses
incurred
Choose
currency
in case of Under payment modes system
overseas will give below options
travel 1. Self
2. Company Paid
3. Corporate Credit card
Expense Claim
Employee can Edit/Delete/Copy

a line item
Expense of line items will reflect here with amount details
Claim Submission
After clicking on final submission

this window will open with a
details of the claim details
Employee can further submit it

or Cancel for further modifiction
Expense Claim Approval
List of pending expense claims
Approver can approve or reject

a claim on homepage
Expense claim is appearing on homepage for further action, view

details will open detailed info, refer to next slide
Claim Approval
Expense line items will reflect here with amount details
Click on these buttons to approve amount for all line items
Claim Approval
Approver can modify amount

against line item here
Claim Approval
Expense list with approved amount is reflecting
Claim Approval
After clicking on final submission

this window will open with a
details of the claim details
Approver can further submit it

or reject it
Finance Approval
Search Claim details with this

criteria and below record will
appear
Click on this button for further action on claim
Finance Action Page

Finance Action Page
Finance Action Page
Finance person can raise a query to employee here
Finance person can click on these buttons to change approved amount
Finance will tale final Claim Approval action here
Travel Configuration
Click on this file to view detailed configuration in Travel Microsoft Excel

Worksheet
System Roles
Employee: This role gets auto linked to all of the employee at the time of addition
L1 Manager: This role needs a one to one mapping to all the managers who has team reporting
to them, so manager can view details for their teams.
L2 Manager: This role needs a one to one mapping to all the managers who has team reporting
to their reportees, so manager can view details for their teams and reportee’s team also.
HR: This role needs a one to one mapping to all the HR Managers who are employee
relationship officer, so HR can view details for the employees tagged to them
HR Admin/Ops: This role is mapped on Org Unit Basis or Location Hierarchy basis, these role
can be assigned to individuals and assignee will be able to view/modify details of all employees
on the defined criteria. Many such roles can be created with different names.
Al
Release Schedule
Technology
2016-17
14th January, 2015
ONE OF THE FIRST HR TECHNOLOGY & SERVICES COMPANY TO BE SUCCESSFULLY ASSESSED ON SSAE16
Planned Releases 2016-17
Mar ‘16 Jun ‘16 Sep ‘16 Dec ‘16 Mar ‘16
PeopleStrong Alt Minion Mickey Tweety Donald Tom
Alt Recruit Minion

R4.0
Alt Organise Minion

O7.0
Alt Payroll Minion P5.0
Alt Infer Minion

I3.0
PNG image PNG image PNG image PNG image Tom.png
Refer to the attached images for the detailed plan of the releases
Life’s better with a pinch of Alt!

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• Flexibility to Choose your Own Code e.g. Company

User Name Can be E Code or Mail ID or Any Unique field

Has to be 6 Characters which Includes

Set a warm welcome note to your employees

Important Links Announcement

Birthday/ Celebrate the events

Important Links Welcome Note

Events/ Birthdays/ Anniversaries

Possible action tab wise

Details Mentioned on Slide 8

My Details Position Address Family Employment Education ID Proof Salary Bank

Fields to be modified will

A workflow can be configured which can be

Select the Criteria first and then click on Search Button

HRIS >> Employee >> New Employee

• Integration with Biometric/ Punch Machine to get In/Out Punches

Integration with Biometric

Restrict Marking Attendance Regularization can be forwarded

Employee will click these buttons to Mark attendance on system

Like work hours another column of OT Hours can also be included

By Default Attendance Status for last 30 Days will appear

Transactions can be filtered by putting the initials in these Input boxex

Click on Attendance Reg Code

Attendance>> Configuration >> Shifts

Attendance>> Configuration >> Shifts

Select Shift Code, Name and Type Here

Select Shift Start and End Time

Set Duration for Half and Full Day Presence

Fill up above information and Submit the Shift

Add a new Roster

Attendance>> Configuration >> Rosters

Roster types can be Cyclic and Non Cyclic

Roster can be created for a week or for all 52 weeks in one go

Choose Shifts day wise and Week Off as well

Fill up above information and Submit the Shift

Attendance>> Configuration >> Assign Rosters Assign new Roster

Attendance>> Configuration >> Assign Rosters

Attendance>> Configuration >> Assign Roster By Employee

Filter Among employee Type and Employee Status

Filter employee based upon basic search criteria

Select employee for action

Attendance>> Configuration >> Assign Roster By Employee

Select Start and End Date

Select desired Roster

Click Assign button to map roster to employee

• Store entitlements on the basis of Grade and Employee Type

Click on this Leave Code to check detail of the leave transaction

Leave History will show all the transactions applied in system

Leave Balances will show detailed information on balances

Leave Request Form 1. System will automatically take current date as

Full and Half day can

Manager can check

Search button will open

This search criteria can be

Search employee record by typing initials in the input box

Employee record selected

Holiday Calendar for the current year will reflect here

Holiday Calendar will appear for current year only

Employee record selected

Leave Transaction Details can

Full and Half day can be

Leave Balances for employees

• Request can be initiated by Manager and HR Both