officecentral hrms training slides

OfficeCentral Training HRMS

ByAuthentic Venture Sdn Bhd

(Training and Support)support@ventures.com.my

OfficeCentral HRMS

• Components– Staff Management– Leave Management– Movement Management– Career Progression (Salary Increment)– Attendance Management– Memo

Staff Management - FAQ

• Is the Staff No generated automatically?– No, you need to key in the Staff No by yourself. However,

the system will check whether the Staff No is unique.• Can I delete registered staff?– No, you cannot delete registered staff. You can only set

them to “Inactive”. To do this, please go to Staff Management Staff List Click on Button “Edit Staff”

• Can I change the Staff No?– Staff No can only be changed IF the user has not been

assigned any leave profile, salary profile, user ID, etc.

Staff Management – Register Staff

Staff Management – List Staff

Staff Management (Summary)

• Newly joined staff can be create under (Staff Management --> Register New Staff)

• Page List All Staff will be used to edit EXISTING STAFF, create leave profiles

• Staff No cannot be changed once the particular staff has information other than basic staff information

• Staff No has to be unique• Deleting staff isn’t allowed, however users can

deactivate staff by using Edit Staff page.

Staff Management - Exercises

1. Edit your own personal information in Edit Staff. 2. A new Sales Manager, Emery bin Saed, just joined

Business Department and you are required to register the new staff inside OfficeCentral. Emery will be reporting to YOU and will be under probation for 3 months. Within that period, Emery isn’t allowed to take leave. Below are Emery’s information:– IC : 880423-14-5017– Classification : Executive– Staff No : 0042– Status : Permanent

Staff Management – Exercises (cont)

3. Create a user account for Emery. (as Normal User)

4. The management was impressed with Emery’s recent success in closing important deal. You have decided to shorten his probation period and confirm his position in a week. He will now be able to take leave.

Leave Management

• Before going through this module, make sure you have1. Create a staff under Staff Management.2. Create an OfficeCentral account to that newly

created staff.3. You have defined company’s leave policies under

Leave Settings.

Leave Management – Leave Application

Leave Management – Leave Application for Staffs

Leave Management – Leave Recommendations

Leave Management – Leave History

Leave Management (Summary)

Apply Leave

Supervisor Recommends

Managing Director

Approve Leave

Reject

Email Sent

Email SentEmail Sent

Approve

Email Sent

Leave Management (Exercises)

1. You have previously taken a day off (a month ago – Annual Leave). This leave was taken before your company started using OfficeCentral, however you decided to record this leave.

2. On our previous exercise, you have allow your staff, Emery to take leave. Emery wanted to take an Annual Leave on next Friday because he has to attend his son’s graduation day. You may use Emery login to apply the leave and you will have to recommend this leave as his Supervisor.

Movement Management

• Why use movement forms?– Track staff movement in and out the office– Attached to claim forms– Integration with OfficeCentral CRM

Movement Management (Form)

Movement Management (Excercises)

• Earlier today you met a representative from All Bakery Sdn Bhd, Mr Hassan Selamat at Kompleks PKNS Shah Alam to discuss on possible collaboration. The meeting started at 8.00 am and finished at 10.00 am.– Hassan Selamat (010-2264259)

Attendance Management

Memo

• Memo is used to post news regarding on Happenings, Regulations etc in the office inside OfficeCentral

• Will appear in users’ dashboard• Email will be sent to remind staffs• Only users with login can access these Memos

Memo (Adding Memo)

Memo (View Memo)

Memo (Exercises)

1. Your company is having an Open Day this Saturday. You have to post a memo inside OfficeCentral to remind all staffs in your company about the details of the event. This memo will expired after the event finishes.

2. You need to import the memo created into PDF format so that your staff can print the memo.

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