sanjay kumar ram_intranet revamp- orange-hrm_2013.pdf

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1 INTRANET REVAMP Project Title: Intranet Revamp Tool: OrangeHRM Human Resource Management System Guide: Mr. Lalit Mohan S. Name: Sanjay Kumar Ram Course: Bachelor of Technology in Computer Science & Engineering Institution: Indian Institute of Technology(IIT) Patna

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    INTRANET

    REVAMP

    Project Title: Intranet Revamp Tool: OrangeHRM Human Resource Management System Guide: Mr. Lalit Mohan S. Name: Sanjay Kumar Ram Course: Bachelor of Technology in Computer Science & Engineering Institution: Indian Institute of Technology(IIT) Patna

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    Acknowledgement

    This project was quite good to learn a lot of technical things like PHP,Javascript,

    CSS,HTML etc, at the same time it gave me the confidence to work in the real life

    and professional set up. I feel the experience gained during the project would

    lead me towards a good professional life .

    I wish to express my profound gratitude to my Guide Mr. Lalit Mohan S. for giving

    an opportunity to do this project in the Institute for Development and Research

    in Banking Technology(IDRBT).

    I am also thankful to Mr. Santosh Kumar P. and Ms. Gayatri Hari Priyanka S.

    for giving me valuable suggestions during the work.

    At the end, I would like to thank the faculty of Indian Institute of Technology

    Patna to allow me to do this Summer Internship Programme.

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    Certificate

    This is to certify that Mr. Sanjay Kumar Ram, pursuing B. Tech degree in

    Computer Science and Engineering at Indian Institute of Technology,Patna

    has undertaken a project as an intern at IDRBT, Hyderabad from May 10, 2013 to

    July 12, 2013.

    He was assigned the project Intranet Revamp under my guidance.

    During the course of the project he has undertaken a study of OrangeHRM and

    has done satisfactory work.

    I wish him all the best for all his endeavors.

    Mr. Lalit Mohan S. (Project Guide) Senior Technology Manager IDRBT, Hyderabad

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    OBJECTIVE OF MY PROJECT

    To customize the leave module of OrangeHRM as per the rules

    and requirements of IDRBT.

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    Table of Contents

    1.OrangeHRM 1.1 Introduction to OrangeHRM 1.2 Minimum Hardware and Software requirements to install OrangeHRM

    1.3 Installation of OrangeHRM

    1.4 Different Modules in OrangeHRM

    1.4.1 Admin Module

    1.4.2 Personal Information Module(PIM)

    1.4.3 Time Module

    1.4.4 Performance Module

    1.4.5 Recruitment Module

    2.Existing Leave Module in OrangeHRM 2.1 Configure 2.2 Leave Entitlements

    2.3 Reports

    2.4 Leave List

    2.5 Assign Leave

    2.6 My Leave

    2.7 Apply Leave

    3.Customized Leave Module 3.1 Snapshot of my work

    3.2 What are the features going to be added from my side

    4. Conclusion

    5.References

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    1.OrangeHRM

    1.1 Introduction to OrangeHRM

    OrangeHRM is an open source used by different organizations or enterprises to

    manage Human Resources in a sophisticated manner.It is one of the popular

    open source software providing various functionalities in Human Resources

    Management.The second reason for opting OrangeHRM is its ease of learning.

    It means it does not take a lot of time to understand how to use this system

    whether it is the admin side or the non-admin side.

    1.2 Minimum Hardware and Software requirements to install OrangeHRM

    1.2.1 Minimum Hardware Requirements

    Processor - Intel x86 Architecture 3GHz processor or equivalent

    RAM - 2 GB RAM

    Hard Disk - 40GB

    Note- These requirements is only sufficient for 100 users.For more

    number of user,we need more than these requirements .

    1.2.2 Software Requirements

    Operating System - Windows XP, Windows 7, Windows Server

    2003, Windows Server 2008,

    Linux distributions such as Ubuntu, Fedora, Redhat.

    Apache Version - Apache 2.2

    MySQL Version - 5.1.36

    PHP Version - 5.3.5, 5.2.10-2

    Ubuntu6.4 Browser - Internet Explorer 8, Firefox, Google Chrome,

    Safari

    NOTE: JavaScript should be enabled in all the browsers Web Server

    Packages - XAMPP, WAMPP , LAMPP

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    1.3 Installation of OrangeHRM

    For complete installation of OrangeHRM ,we need to follow

    the following steps..

    Step 1: Install the Environment for OrangeHRM

    Install the environment for OrangeHRM (Apache, MySQL and PHP)

    using XAMPP/WAMPP

    Step 2 : Download OrangeHRM

    We can download OrangeHRM from the site address-

    http://www.orangehrm.com/download.php

    Step 3 : Installation Processes

    For XAMPP- 1.After having downloaded OrangeHRM, go to the destination folder

    where OrangeHRM was downloaded in your PC.

    2. Copy the OrangeHRM folder & paste the OrangeHRM folder

    in the htdocs folder (My Computer>>Local

    Disk(*)>>xampp>>htdocs).

    For WAMPP- Paste the OrangeHRM in www folder

    *NOTE: If you are a Linux user, first change the file permission

    of OrangeHRM.Open the terminal (console) and navigate to your

    orangehrm directory (which is in the www folder or htdocs folder) and

    run the below command:

    sudo chmod -R 777

    Copy and paste the name of the OrangeHRM version that you have

    downloaded in the following URL: http://localhost/orangehrm

    Or

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    Type your IP address in place of localhost.

    Then, The installation of OrangeHRM begins click on NEXT button.

    Step 4: Click I accept to agree and proceed installation

    Configuration of database by entering a preferred Database Host Name. (All the

    data that is populated into the system later will be stored under this Database

    Host Name).

    Select the two checkboxes based on your requirements. Click Next to proceed.

    The System will check for minimum system requirements to install OrangeHRM in

    our PC. Once the system check is complete, click Next.

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    We can create an administrator account to login to the system by entering the

    preferred Username and Password

    Once the installation is complete, click Next.

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    Once we have successfully installed OrangeHRM, we will get the following login

    page in which we can feed our admin Username and Password created during the

    installation of OrangeHRM.

    Figure- Login Panel

    1.4 Different Modules in OrangeHRM

    OrangeHRM consists of many modules like Admin Module, Personal Information Module(PIM),Leave Module,Performance Module, Time Module.With the help of these modules admin user can manage the Human Resources of the organization.The features,jobs and facilities provided by these modules have been described below one by one.

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    1.4.1 Admin Module

    The Admin Module provides us with full control of all settings that affect the

    action of our OrangeHRM implementation. Through the Admin Module, we can:

    Define the company hierarchy, pay grades, work shifts, projects,

    memberships, qualifications etc.

    Add other administrators, and set access levels for each user

    Handle security issues

    Configure email notifications

    Configure language localization and date format that will be reflected

    throughout the whole system.

    Enable/Disable Module display

    The Admin Module is the central control of the system and setting it up

    accurately is important for smooth operation.

    Figure :Admin Module

    The Admin Module consists of:

    1.User Management: Add multiple HR Admins who will control the system, create

    logins for general users through ESS Users.

    2.Job: Allows the HR admin to define

    Job titles,

    Specifications

    Pay grades

    Employment status

    Job categories

    Work shifts.

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    3.Organization: Allows the HR admin to enter/store general company info,

    structure of the organization and locations of sites.

    4.Qualifications: Define various skills set, education background, license types,

    languages and memberships.

    5.Nationalities: Define different nationalities

    6.Configuration: Configure all email notifications, language localization and

    enable/disable module display.

    1.4.2 Personal Information Module(PIM)

    This core module maintains all relevant employee related information, including

    different types of personal information, detailed qualifications, work experience,

    job related information etc. Information captured in this module is utilized by all

    other modules, thus eliminating data redundancy. Records can be either entered

    manually one by one or imported from a CSV file. We cannot import all the details

    but you can edit the remaining fields.

    The functionality of the PIM Module differs depending on the rights of the user.

    The HR can:

    Configure optional/custom fields, data import from CSV, define reporting

    methods and termination reasons that will be used throughout the module.

    View all employee details

    Add employee on the list.

    Generate employee report

    ESS-Supervisor can:

    View his personal details as well as his/her subordinates.

    ESS-Employee:

    Has no access to the PIM module but can view his personal details under

    the My Info Module.

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    Figure :Personal Details in PIM

    1.4.3 Time Module

    The Time Module automates attendance maintenance and punch in/out. The

    functionality of the module allows the employees of the company to create and

    submit weekly timesheets and the Supervisors to modify, approve and reject the

    timesheets. These timesheets are created based on Activities within Projects that

    are being done for various Customers.

    While attendance is tracked through punch in/out employees can specify the time

    spent of projects assigned to them.

    Depending on each user the functions vary:

    The Admin can:

    Add Project Information; Customers, Projects and Activities

    View / Edit / Approve / Reject Employee Timesheets

    View any employees attendance records

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    Configure attendance settings for all employees

    View project reports for any project undertaken by the company

    The ESSSupervisor can:

    View project information, and view/edit/add project activities if he/she is

    the project admin.

    Enter, modify and submit personal timesheets

    View / Edit / Approve / Reject/Add timesheets of his subordinates

    Enter his/her punch in/out time

    Enter time events spent on the project activities

    View his subordinates employee attendance records.

    View subordinates project reports and attendance summary.

    The ESS User can:

    View project information, and view/edit/add project activities if he/she is

    the project admin.

    Enter, modify and submit personal timesheets

    Enter punch in/out time

    Enter the time events for the activities of the projects he/she is working on

    1.4.4 Performance Module

    This module manages and reviews the performance of all employees where a

    company can understand how well an employee is performing in relation to their

    strategic goals and objectives.

    KPI List

    This feature enlists all Key Performance Indicator (KPI) for all job titles. To view

    KPI List, go to Performance >> KPI List and the screen as shown below Figure will

    appear.

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    Figure : Key Performance Indicators

    The HR Admin can define a KPI for a specific job title. To do so, go to

    Performance>> Add KPI and the screen as shown below Figure will appear.

    Figure : Add Kep Performance Indicator

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    1.4.5 Recruitment Module

    The Recruitment Module manages the recruitment process of a company. The

    Admin can create Vacancies which will be listed on the link via jobs.php. A link has

    to be made on the website to take the applicant to jobs.php. When applicants are

    rejected, approved or when interviews are scheduled, mails are sent to them.

    Successful applicants are added to the system.

    Candidates

    Here the Admin can view the overall status of employees applications and search

    for candidates using the criteria provided. To perform a candidate search go to

    Recruitment Module>> Candidates and the screen as shown below Figure will

    appear.

    Figure : Candidates

    Job Title: search for the candidates who have applied for a specific job title

    that may not be necessarily posted.

    Vacancy: search for the candidates who have applied for a vacancy posted

    on the website.

    Hiring Manager: search for candidates with interviews with a particular

    hiring managers.

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    Candidate Name: search for a particular candidate

    Keywords: search for candidates using specific keywords that the

    candidates may have entered on the application form for easy short-listing

    for a particular vacancy.

    Status: search for candidate with the following status of the application:

    Application Initiated

    Shortlisted

    Interview Scheduled

    Interview Passed

    Interview Failed

    Job Offered

    Offer Declined

    Rejected

    Hired

    Method of Application: search for candidates who have applied for any

    vacancy via:

    Manual: through post/email

    Online: through the job portal

    Date of Application: search for candidates who have applied for a specific

    period of time .Select the dates from From to To.

    Click Search to perform the candidate search.

    After this search ,admin gets the over all status of application of all the

    employees on the basis of the job selection criteria configured in the

    OrangeHRM.

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    2. Existing Leave Module in OrangeHRM

    A comprehensive leave management module with extensive possibilities of

    defining leave types, institute holidays, applying for and assigning of leave for the

    employees of the company. It caters for all application and approval processes

    and is able to display information on leave entitlement, balance, history etc.

    The functionality of the Leave Module differs depending on the rights of the user.

    The Leave Module will be described from the perspective of an administrator, an

    ESS User who is a supervisor and the normal ESS user.

    The Admin can:

    View Leave Entitlements for each employee and entitle leave days of each

    available type

    Generate Leave Entitlements and Usage Reports for himself/herself and all

    employees

    Configure leave periods, leave types, work week and holidays

    Assign Leave for any employee

    See Scheduled Leave for any employee

    See list of Taken Leave for any employee

    If the admin user is an employee then he will see the Apply My Leave and

    Entitlements options along with the rest of the features.

    A Supervisor can:

    View the Personal or Employee (subordinate) Leave Entitlements

    Generate Leave Entitlements and Usage Reports for himself/herself and

    his/her subordinates

    View the Leave List

    Apply Leave

    Assign Leave for his/her subordinates

    Approve/Reject Leave for his/her subordinates

    The ESS User can:

    View the Personal Leave Entitlement

    Generate Leave Entitlements and Usage Reports for himself/herself

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    View the detailed leave information

    Apply for leave

    Figure : Existing Leave Module

    With the help of the current or existing leave module admin can do the following

    things as shown in the above figure

    1. Entitlements-Admin can add leave entitlements to an employee or a group

    of employees.Adding leave entitlements include assigning leave types (like

    annual,casual, paternity) and the number of days of that leave type can be

    availed of by the entitled employee(s).

    2. Reports-Admin can see the full leave report which includes how many leave

    days of which kind have been used by the entitled employee and what is

    remaining.

    3. Configure-With the help of this option in existing leave module admin can

    define the leave period ,leave type,work week and Holidays.

    4. Leave List-With the help of this option ,Admin can see the leave list applied

    by the employees for approval.

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    5. Assign Leave-With the help of this option ,Admin assign leave to all the

    eligible employees whoever have applied.

    3 Customized Leave Module

    3.1 Snapshot of my work

    I have added different tabs namely General,Who can apply, Apply

    restrictions,Accrual Rules and Carry Forward Rules in add leave type screen which

    deal with different rules and restrictions which are going to be applied to that

    leave type being added by the admin.So,The snapshot of all those tabs is as

    below-

    Figure : Snapshot of my work

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    3.2 What are the features going to be added from my side

    1.General This tab is having the following rules in the form of different

    checkboxes like

    Admin can add and adjust leave entitlements

    Admin or Supervisor can assign leave to employee

    Employees can apply for this leave type

    Enable accrual rule

    Enable leave carry forward rule

    2.Who can apply-This tab tells that which type of employees can apply this leave

    type.The tab looks like-

    3.Apply Restrictions This tab has the following rules which are going to be

    applied to the leave type being added-

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    4.Accrual Rules- This tab has the following accrual rules which are going to be

    applied to the leave type being added-

    5.Carry Forward Rules- This tab has the following rules which are going to be

    applied to the leave type being added-

    So,These are the snapshots of different tabs which have been created by me.

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    4.Conclusion This project was quite helpful for me in learning many new things related to

    PHP,HTML,JAVASCRIPT and OrangeHRM.Although the project was a little bit

    difficult because I had to change the software OrangeHRM according to IDRBTs

    requirements,I tried my level best to achieve the objective my project.The project

    is still requires more time and more functionalities to be added to fulfill the

    requirements of IDRBT

    5.References

    Complete-Administrative guide to OrangeHRM.pdf

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