you need to enter employee name. eg. anu sharma then ... user manual for task... · you need to...
TRANSCRIPT
By Establishment and Personnel Section Responsibility:
Updating Basic Details Like Designation, Discipline/ Functional group
Steps:‐ Logging into ERP System:‐
1. Enter the Username and password as provided (individual user name/password to be used).
2. Click on "IASRI Establishment and Personal Section Responsibility".3. Click on "Open Employee Service Record". Click on "Open".
You can search for employees in this window by two methods:‐
You need to enter employee name. Eg. Anu Sharma then search %anu% sharma% (% is a wildcard that replaces all characters) OR
You need to type in the employee number Then click on find
Click on Service Details tab
Click on Service Detail
Alter the effective date as applicable. Enter Organization name which is the Name of the Institute Enter Office Details as HQ/Institute, Division, Discipline/Functional Group and Section Enter Employee Category – Scientific, Administrative or Technical Enter Designation Enter relevant Pay Band and Grade Pay Enter relevant Payroll information Eq. IASRI Monthly payroll for IASRI employees Enter Work Location as appropriate
Note:‐ MI – Main Institute and RS – Regional Station
After entering Institute Name click on Office Details
Select the appropriate division, discipline, Functional Group and section through list of values attached to them.
Then click on Ok.
Choose Employee Category from list of value attached to it.
Enter Employee Category – Scientific, Administrative, Technical or Casual labour with Temporary Status as applicable.
Choose Designation from list of values as applicable.
Choose Pay Band and Grade Pay applicable to the designation you have chosen
Enter relevant Payroll information eg. IASRI Monthly payroll for IASRI employees
Enter Location of Institute Enter Work Location as appropriate MI – Main Institute RS – Regional Station
Entering Employee Phone Number:‐
Respective institute's Establishment and Personnel section responsibility Open employee service record Search employee Click on Personal Info
Select Phone Number and press OK Enter Type as Home, Home Fax, Mobile, Other etc. Enter Phone Number. Enter Date From. Click on Save.
Entering GPF No.:‐
Navigation:‐ Respective institute's Establishment and Personnel section responsibility Open employee service record Search employee Click on Benefit details tab
Enter GPF no., CGHS No. ,Group insurance no. and Society no. as shown below.
Then save.
Entering PAN and Aadhar No.:‐
Navigation:‐ Respective institute's Establishment and Personnel section responsibility Open employee service record Search employee Click on PAN tab
Enter PAN No. and Aadhar no. and then save as shown below.
Entering Bank A/C details:‐
Go to “Respective institute's Establishment & Personnel Section” Responsibility Search employee by name or by user id Click on Service Detail Click on “Payroll Related” Click on “Pay Method” click “Ok” Alter effective date as from when you want to add the bank detail
Click on OK Click on name – select XXXX bank transfer Priority – 1, percentage – 100
Bank details ‐ enter relevant info
As shown below:‐
Click on Ok and save.
Adjust Leave Balance:‐
1. Entering/Adjusting Leave balances
a) For Individual Employees
Open Service Record of Employee
Click on Service Details Button
Click on Salary Components Button
Click on button and change date to 01‐Jan‐2014(Note: As on leave balance date
Choose either of the below as appropriate
o Earned Leave Balance Uploado Half Pay Leave Accrual Uploado Child Care Leave Accrual Plan Upload
o Casual Leave Annual Accrual Upload
Click Salary Components and change the number of Plan Days (for eg. if system is showing leave balance of EL as 200 to update it as 230 add Earned Leave Balance Upload element in salary component and change plan days to be 30.and to update leave balance as 170 add Earned Leave Balance Upload element in salary component and change plan days to be ‐30.)
Note: Please remember that the 15 Earned Leave and 10 Half Pay Leave accrued every six months and balance should be adjusted accordingly
Past Service Details:‐Navigation:‐Respective institute's Establishment &Personnel Section Responsibility ‐‐> Click on Professional Info tab
Click in detail field
Fill in the details of previous organization
Click on OK and save.
Attach different salary component such as Earning, Deduction,Loans Recovery:‐
You can attach earning, deduction and loans and Recovery component under single form named Element entry.A. Go to “Respective institute's Establishment & Personnel Section” Responsibility B. Search employee by name or by user idC. Click on Service Detail D. Click on Salary Components E. Add the required componentF. Click on entry value and fill the relevant information
For eg: Dearness Allowance Click on Entry value
and save. No need to enter Pay value for the element which are dependent on basic salary.
For eg : GPF information
You can add Pay value as sometime different values are opted by the employee
For Other elements, Deduction Component, Loans & Recovery same Navigation will be followed
For Deduction Component, Loans & Recovery same Navigation will be followed
Entering Education Qualification through Establishment Section:‐
Navigation: Respective institute's Establishment & Personnel Section responsibility ‐‐> Open Employee Service Record ‐‐> Search employee either by name or no. ‐‐> Click on Personal info tab‐‐> Schools and Colleges Attended
Click here
Click on Ok
Click On the Personal Info Click on School and colleges attended and select all universities/boards for which you want to
input details
Click on Save Press F4 Click On the Personal Info Click on "Educational Qualifications.
Select the type , Title , Status ,Percentage, university, start and end date awarded date of the education qualification and save.
By Respective institute's Employee Self Service:‐
Login with the provided user id and password
For updation or correction of Name and Address:‐ Click on My Personal Information
Certain fields are available for editing with regards to Personal Information such as Name, Permanent Address and Correspondence address. All changes are sent with supporting documents to supervisors for approval who in turn send it to Administration/Personnel employees for validation.
Click on update
Add Attachment functionality gives you the freedom to attach as many supporting documents which you want to attach and send to your supervisor online for approval. The same will be used by the Administration/Personnel Department for validation.
Click on Add Write a description about the attachment so that your supervisor/Admin can read.
Click on Apply Click on submit.
Similarly address can also be updated.
Service Detail:‐You can only view your service details from Employee Self Service. In case any modification is required, the same can be done by Establishment and Personnel Section only.
Navigation: Respective institute's Employee Self Service‐‐> Click on My ICAR Service Details
Adding Qualification:‐
Navigation: Respective institute's Employee Self Service‐‐> Click on Education and Qualification
For adding another qualification click on Add Qualification Button
After filling the form click on Next Button
Then Click on Submit button.
Nominee Details and Dependent Details:‐
Navigation:‐ Respective institute's Employee Self Service‐‐> Nominee Details
To add Family Members click on Add Family Members button
Click on Add button
Click on Next
Click on Submit.
For addition of Nomination Form Details
Navigation:‐ Respective institute's Employee Self Service‐‐> Nominee Details‐‐> Add Primary Nominee
Select the name to whom you want to nominate Then click on Add Primary Nominee button
Click on Add to add other benefit details Fill the details such as benefit type and Percentage Share Click on Apply
In case of Additional Nominee:‐
Navigation:‐ Respective institute's Employee Self Service‐‐> Nominee Details‐‐> Add Additional Nominees
Click in Add Button Enter Effective date Select Benefit Type Percentage Share Nominee Details
as shown below
Click on Apply Button
Click on Submit Button.
Adding Training :‐
Navigation:‐
Respective institute's Employee Self Service‐‐> Trainings, Deputation and other activities
You can add attended and delivered programs from here.
Click on Add button Enter Program details such as Program Type, Name, Venue etc.
Click on Apply Click on Next
Click on submit.
Adding Publication:‐
Navigation:‐ Respective institute's Employee Self Service‐‐> Publications
Click on Add for adding publication details
Click on Apply
Click on Next
Click on submit.
Annual Immovable Property Return:‐
Navigation: Respective institute's Employee Self Service‐‐> Property Declaration
Click on Add Button
Click on Apply Button
Click on Next
Click on Submit.
Leave Application Through Self‐Service HR Module:‐
Navigation:‐ Respective institute's Employee Self Service‐‐> My Leaves
Click on Apply Leave Button Select the leave type, leave reason, to‐from date
and click on next
Click on submit.
For further queries you may contact at phone no.s ‐ 011‐25842274, 011‐25842275,011‐25842276 (Timing ‐ 9:30 AM to 5:00 PM ‐ Working Days )
Email [email protected]