Introduction/Purpose:

An HRMS (Human Resource Management System) dashboard is a digital tool that provides real-time access to vital HR data and analytics. Key functions include data visualization, real-time insights, efficient reporting, employee self-service, strategic decision-making, compliance tracking, cost management, employee engagement measurement, and recruitment and talent management.

How to Navigate:

The navigation to record dashboard in a HRMS system typically involves the following steps:

• Click on the main navigation icon which is located on the top right corner of the screen then click on the Dashboard section which is located on the left side menus on the screen.

Dashboard Beta recordings:

When the user clicks on the dashboard beta option in the menu then the user will be redirected to the below page.

The dashboard of HRMS contains following sections/tabs

• Summary
• Payroll
• Expense Claim
• Loan & Advance
• Employee

Summary: 

In the Summary section , the user will be able to view the overall summary of the HRMS platform.It is a concise overview of essential HR metrics and key performance indicators (KPIs) that provide an at-a-glance understanding of the current state of the workforce and HR operations. Its primary purpose is to offer a quick snapshot of critical HR information, Employee payroll, Expense information, allowing HR professionals, managers, and executives to assess the situation without delving into detailed reports. Here’s an explanation of what the summary section typically includes:

• Employee Count :

In the Employee Count section, users can access a semi-circular chart that visually represents the distribution of employees by various categories, such as male and female. Under this graphical representation, users will find a numerical breakdown of the employee counts for each category within the company.

• When users click on the total employee count, they will be redirected to the employee summary page. On this page, they can access a comprehensive list of all employees, including their employee codes, designations, email addresses, genders, joining dates, and job statuses.

• In this listing user will be able to perform following actions:
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Overall Summary (YTD) : The Overall Summary section offers a comprehensive overview of the HRMS, encompassing details such as gross salary records, expense claims, employee loan amounts, and tax deductions. The user can filter the records based on the financial year.

Gross Salary:

• When users click on the gross salary amount, they will be redirected to the Gross Salary Listing page. Here, they can access a list of all employees, along with details such as the month, total earnings, total deductions, payout, payrun, net amount, and gross amount for each employee.
• The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

Expense Claim:

• When users click on the Expense claim amount, they will be redirected to the expense claim summary page. Here, they can access a list of employee names, along with details such as Employee code, Department, Voucher name, Request type, Head title, Voucher date, Amount.
• The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

Loan: 

• When users click on the Loan amount, they will be redirected to the Loan details Listing page. Here, they can access a list of employee names, along with details such as Loan name, Loan code, Employee code, Total loan, Paid Amount, Waiver, Outstanding amount.The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

Tax Deduction:

• When users click on the Tax Deduction amount, they will be redirected to the Tax deduction Listing page. Here, they can access a list of total employees along with month and amount.
• The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Loan Count : In the loan count graph, the user can view the graphical representation of loan count, which is active loans and total loanees.

Loan Details:

• When the user clicks on the active loan, they will be redirected to the loan detail page.
  • Loan Details : In Loan details page, user can access a list of employee names, along with details such as Loan name, Loan code, Employee code, Total loan, Paid Amount, Waiver, Outstanding amount.The user can perform following action in this section
    • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
    • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
    • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

Loanees:

• When the user clicks on the loanees, they will be redirected to the loan detail page.
  • Loanees : In the Loanees detail page, user can access the list of the employee name along with employee code, loan count, Total loan, Paid Amount, Waiver and outstanding loan. The user can perform following action in this section
    • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
    • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
    • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Company Expense Breakdown : The company’s expense breakdown is a visual representation that displays the various costs incurred by the organization, including expenditures like employee salaries and expense claims.

• When the user clicks on the Employee Salary, they will be redirected to the Employee Salary listing page.
• Employee Salary : In the employee salary page the user can access the list of total employees along with month and amount.The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• When the user clicks on the Expense Claim, they will be redirected to the Expense Claim listing page.
• Expense Claim:- In the Expense claim listing page the user can access the list of employees name along with employee code, Department, Voucher number, Request type, Head title, Voucher date and Amount.The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Avg Salary Breakdown by Gender : The “Average Salary Breakdown by Gender” is a graphical representation that describes the distribution of salaries among employees, categorizing them by gender and providing a count for both male and female employees, along with the difference between the two groups.

• The user can perform following action in the listing page:

• Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
• Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
• Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Payroll Summary Breakdown (YTD) : The “Payroll Summary Breakdown” represents employee salary information in both graphical and tabular formats, including details such as the month, payroll breakdown components such as Net Payable, Tax Amount, Overtime Deductions, and Cost to Company (CTC).

• Gross Salary of Top 10 Departments: The “Gross Salary of Top 10 Department” represents the salary breakdown by top 10 department.

• By selecting a specific department, users  can access a comprehensive list of employees, including their employee code, job title, and the total net and gross amounts paid to individuals within that department.The user can perform following actions in the listing page.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Salary Structure by Employment Count (YTD): The “Salary Structure by Employment Count” is a graphical depiction that showcases the salary framework categorized by employee type, which includes permanent, contract, casual, internship, and other classifications.

• By selecting a specific Employment type, users  can access a comprehensive list of employees, including their employee code, Designation, Email, Employment type, and Gross amount.The user can perform following actions in the listing page.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Loan Payment Summary (YTD): The “Loan Payment Summary” is a graphical representation that encapsulates essential information related to loan payments, encompassing details like Loan Payment Anticipation, Loan Payments Made, Waiver Amount, and the Outstanding Loan Balance.

• When the user clicks on any of the fields mentioned above, they will be redirected to the corresponding selected page.

• Loan Details: In Loan details page, user can access a list of employee names, along with details such as Loan name, Loan code, Employee code, Total loan, Paid Amount, Waiver, Outstanding amount.The user can perform following action in this section
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Loan Request: The “Loan Request” is a visual representation of employee loan requests, showcasing various statuses including pending, approved, and declined.

• By selecting pending , approved and declined statuses, users  will be redirected to respective status listing pages. The user can perform the following actions in the listing page.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Top 10 Loan Accounts : The “Top 10 Loan Accounts” is a tabular presentation that displays the top 10 user loan accounts. Users can see a list that includes employee names, employee codes, loan codes, loan amounts, paid amounts, outstanding balances, and status represented as percentages.

• Avg Expense Claim : The “Average Expense Claim” is a numerical representation of employee expense claims. By clicking on this numerical value, users will be redirected to a page displaying a year-wise listing of expense claims.

• In the expense claim year wise listing page the user will be able to view the listing of the year, month, claim amount. The user can perform the following action in this section.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Large Increase : A “large increase” signifies a significant increase in an organization’s total expenses for a specific category when compared to the previous period. This spike shows a significant increase in overall expenditures during the chosen month, necessitating in-depth investigation and analysis to find the main reasons and analyze the associated repercussions.

• The user can select the month for which the large increase will be displayed, and by clicking the refresh icon, the entire large increase section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as month and amount.

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

• Large Fall : A “large fall” refers to a significant and substantial decline in a given expense category within an organization over a specific time when compared to the prior period. This decrease is substantial, and it necessitates a thorough examination to establish which expense categories are primarily responsible for this significant reduction.

• The user can select the month for which the large fall will be displayed, and by clicking the refresh icon, the entire large fall section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as month and amount.

• Users can run searches inside columns within the system, allowing them to discover a specific expense. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

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• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email

• Top 10 Spenders (YTD) : The “Top 10 Spenders” is a grid presentation highlighting the ten employees who have incurred the highest expenses. It showcases the employee names, their respective departments, and the corresponding expenditure amounts.

• When a user clicks on the expenditure amount of any spender, they will be redirected to a spender details page. On this page, users can access a list containing employee names, employee codes, voucher names, voucher dates, request amounts, head titles, and corresponding amounts.

• The user can perform following action in this Listing page:
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Employee Headcount (YTD) : The “Employee Headcount” provides a visual overview of the total number of employees, including newly joined employees, exited employees, current employees, and the overall employee count.

• Clicking on “Newly Joined Employees,” “Exited Employees,” or “Head Count” will redirect the user to the corresponding employee count information.

• Upcoming Occasions : “Upcoming Occasions” presents a tabular format of events, including birthdays, anniversaries, or other significant occasions. It provides a list of employee names, employee codes, departments, and the respective dates for these upcoming occasions.

• Leave Request (YTD) :The “Leave Request” is a graphical representation of employee leave applications, displaying various statuses such as approved, pending, and declined.

• Punctual Employee (YTD) : The “Punctual Employee” is a tabular display showcasing punctuality among company employees. Users can employ filters to distinguish punctual and late employees within the table. Within the list of punctual employees, users can access employee names, employee codes, departments, and the percentage of employees who are consistently on time. 

• Top 5 Absentees (YTD) : The “Top 5 Absentees” is a tabular presentation highlighting the five employees with the highest absenteeism in the company. This list includes employee names, employee codes, departments, and the number of days they have been absent.

• Survey Status (YTD) : The “Survey Status” is a visual representation of survey that classifies surveys into three categories: upcoming, ongoing, and completed.

• Survey Details (YTD) : The “Survey Details” provides both graphical and tabular representations of specific survey information, including total participants, pending responses, and completed responses.

• Hovering the mouse over the graph will reveal the counts of pending and obtained responses.

Payroll

Within the payroll section, users can access both graphical and tabular formats containing comprehensive payroll-related information. This includes payroll summaries, records of gross salary changes, department-wise gross salary breakdowns, pay runs, payouts, tax deductions, salary breakdowns, variable salaries, and salary structures.

• Payroll Summary : In the payroll summary, users can access graphical representations of various payroll-related aspects, including the total gross salary, the distribution of salaries between male and female employees, total earnings, tax deductions, other deductions, net salaries, total payruns, and total payouts.

• By choosing any of the graph counts, such as earnings, tax deductions, other deductions, net salary, total payruns, or total payouts, the user will be directed to the corresponding Payroll Summary Details pages.

• The user can perform following action in the listing page :
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Change in Gross Salary Record : The “Change in Gross Salary Record” graph illustrates the month-to-month changes in an employee’s gross salary for an entire year, presenting both the previous and updated salary figures. Additionally, it differentiates salaries based on region and currency, highlighting the variations between them.

• Clicking on any of the region or currency count options for salary will redirect the user to the Change in Gross Salary listing page.

• The user can perform following action in the listing page :
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Gross Salary of Top 10 Departments : The “Gross Salary of Top 10 Departments” provides a salary breakdown for the top 10 departments. Users can also see the current year’s amount, the previous year’s amount, and the difference between them.

• By selecting a specific department, users  can access a comprehensive list of employees, including their employee code, job title, and the total net and gross amounts paid to individuals within that department.The user can perform following actions in the listing page.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Payrun : The “Payrun” offers both graphical and tabular representations of payrun records. Users can access information such as net payable amounts, deductions, employee contributions, Cost to Company (CTC), and the corresponding month.

• Payout : The “Payout” offers both graphical and tabular representation of payout record.Users can access information such as net payable amounts, deductions, employee contributions, Cost to Company (CTC), and the corresponding month.

• Tax Deduction : The “Tax Deduction” graph visually presents the company’s tax deductions while also providing insights into the low, average, and high levels of tax deduction.

• By selecting the total tax deduction amount the user will be redirected to the tax deduction detail page where the user can access the list of months along with total employee and amount.

• The user can perform the following actions in the listing page.
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Salary Breakdown : The “Salary Breakdown” is a visual depiction illustrating the distribution of salary components, which include basic salary, lunch allowance, house allowance, transport allowance, and other expenses.

• When users select options like lunch allowance, housing allowance, basic salary, transport allowance, or other expenses, they will be redirected to the corresponding salary breakdown page where they can view a list of employee names, employee codes, designations, salary breakdown details, and the corresponding amounts.

• Bank Accounts : The “Bank Account” is a tabular display of bank accounts used for salary processing. In this listing, users can access information such as the bank name, account number, and the associated salary details. 

• Variable Salary : The “variable salary” graph visually represents earnings that fluctuate (variable) and earnings that remain constant (fixed) throughout each month within a year

• Salary Structure : The “Salary Structure” is a graphical representation illustrating the distinct salary structures assigned to various types of employees, including permanent staff, contract staff (C&I), fixed-term contract workers, graduate interns, and more.  

Expense Claim: 

An expense claim is a structured process that enables employees to request reimbursement for expenses they’ve personally paid for while fulfilling their work obligations. These expenses typically cover items such as travel costs, meal expenses, office supplies, or any other expenditures directly linked to their job-related duties.

Avg Expense Claim: The “average expense claim” refers to the average monetary amount that employees request reimbursement for via the expense claim process. It signifies the typical value of expenses submitted by employees, encompassing various work-related costs such as travel expenses, meals, office supplies, and other eligible expenditures.

• The user can select the year for which the average expense claim will be displayed, and by clicking the refresh icon, the entire average expense claim section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as year , month and amount and so on.

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• Users can run searches inside columns within the system, allowing them to discover a specific expense. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Large Increase: A “large increase” signifies a significant increase in an organization’s total expenses for a specific category when compared to the previous period. This spike shows a significant increase in overall expenditures during the chosen month, necessitating in-depth investigation and analysis to find the main reasons and analyze the associated repercussions.

• The user can select the month for which the large increase will be displayed, and by clicking the refresh icon, the entire large increase section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as month and amount.

• Users can run searches inside columns within the system, allowing them to discover a specific expense. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Large Fall: A “large fall” refers to a significant and substantial decline in a given expense category within an organization over a specific time when compared to the prior period. This decrease is substantial, and it necessitates a thorough examination to establish which expense categories are primarily responsible for this significant reduction.

• The user can select the month for which the large fall will be displayed, and by clicking the refresh icon, the entire large fall section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as month and amount.

• Users can run searches inside columns within the system, allowing them to discover a specific expense. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email

Top 5 Department by Expense Claim: The “Top 5 departments by expense claims” section highlights the five departments with the highest overall expenses for a given time, indicating where employees have incurred large costs and sought compensation.

• The user can set the time period for which the large fall will be displayed, and by clicking the refresh icon, the entire top 5 departments by expense claim will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as month and amount.

Expense Claim Summary: The “expense claim summary” section provides an overview of an organization’s expenditure claims for both the previous year and the current year. This feature allows users to compare total expenses for each year and compute the difference between them side by side.

• The user can set the time period for which the expense claim summary will be displayed, and by clicking the refresh icon, the entire expense claim summary section will be updated.
• The user can view a list of expenses by selecting a value , where they can access information such as employee name, code and department and so on.

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• Users can run searches inside columns within the system, allowing them to discover a specific expense. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Claim Request(YTD): In the Expense claim listing page the user can access the list of employees name along with employee code, Department, Voucher number, Request type, Head title, Voucher date and Amount.The user can perform following action in this section

• Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
• Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
• Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Top 10 Expense Claim by Designation

• Top 10 Spenders (YTD) : The “Top 10 Spenders” is a grid presentation highlighting the ten employees who have incurred the highest expenses. It showcases the employee names, their respective departments, and the corresponding expenditure amounts.

• When a user clicks on the expenditure amount of any spender, they will be redirected to a spender details page. On this page, users can access a list containing employee names, employee codes, voucher names, voucher dates, request amounts, head titles, and corresponding amounts.

• The user can perform following action in this Listing page:
  • Download CSV : On clicking “Download CSV” icon user will be able to download listing in the .csv format
  • Download PDF : On clicking “Download PDF” icon user will be able to download listing in the .pdf format
  • Send Mail : On clicking the “Send Mail” icon user will be able to send the mail of listing in the form of PDF , CSV and both.

• Head Wise Expense Claim Breakdown(YTD)

Loan and Advance 

Introduction/Purpose:

The Loan and Advance module allows the view of summarized information of loan related data in the form of charts and lists from where the user can access the detailed information of their selected categories.

It will allow the user to view the following sections : 

• Loan Count
• Loan Payment Summary(YTD)
• Monthly Installment (YTD)
• Loan Request
• Top 10 Loan Account
• Loan Payment
• Loan Type
• Post Exist Loan Settlement Account
• Loan Completion Percentage

Loan Count: The Loan Count in HRMS dashboard allows the user to view the count of data such as:

• Active Loan
• Loanees

Description:

• Active Loan: The Active Loan shows count of that how many Active loan are their.

By clicking on the Active Loan count users are able to see the listing of Loan details. The Loan details listing contains columns such as:

• Loan Name
• Loan Code
• Employee Name
• Employee Code
• Total Loan
• Paid Amount
• Waiver
• Oustanding Amount

• Loanees: The Loanees shows the count of Loanees those who have taken Loans.

By clicking on the Loanees count users are able to see the listing of Loan details. The Loan details listing contains columns such as:

• Employee Name
• Employee Code
• Loan Count
• Total Loan
• Paid Amount
• Waiver
• Outstanding Amount

Loan Payment Summary (YTD) : The Loan Payment Summary (YTD) in HRMS dashboard allows users to view the count of data such as : 

• Loan Payment Application
• Loan Paid
• Waiver
• Loan Outstanding

Description:

• By clicking on any section of mentioned above the users are able to see the Loan details listing which contains the following columns : 

• Loan Name
• Loan Code
• Employee Name
• Employee Code
• Total Loan
• Outstanding Amount

Monthly Installment (YTD): The Monthly Intallment (YTD) in HRMS dashboard allows the user to view the chart for the following data:

• Paid
• Unpaid

Loan Request: The Loan request in HRMS dashboard allows the user to view the chart and count for the following status of Loan Request:

• Pending
• Approved
• Decline

Description:

• By clicking on the Count of Loan request status users are able to see the Loan Request listing that contains the following columns:

• Employee Name
• Code
• Loan Name 
• Loan Code 
• Request Date
• Interest Date
• Interest Rate
• Request Amount 
• Status

Top 10 Loan Accounts: The Top 10 Loan Accounts section in HRMS dashboard allows the user to view the listing of Top 10 Loan accounts that contains following columns:

• Employee Name
• Amount 
• Paid 
• Outstanding

Loan Payment: The Loan Payment section in HRMS dashboard allows the user to view the monthly wise loan amount in the chart form based on the following categories:

• Received 
• Outstanding

Also it represents counts such as:

• Total Loan Amount
• Total Installment
• Received
• Outstanding

Description:

• Total Loan Amount: The Total Loan Amount shows the total count of loan amount, By clicking on the count of this users are able to see the listing of Loan Details that contains following columns:

• Current Month
• Recieved Employee Count
• Recieved Amount 
• Outstanding Employee Count
• Outstanding Amount

• Total Installment: The total installment field shows the count of total intallments, by clicking on the count of this users are able to view the listing of Installment List Details that contains following columns:

• Employee Name
• Employee Code
• Repay Date
• Loan Code
• Installment Number
• Installment Amount

Loan Type: The Loan Type section in HRMS dashboard allows the user to view the counts such as:

• Total Loan Request
• Personal Loan
• Housing Loan

Description:

• Total Loan Request: The Loan Request field shows the total number of loan requests, by clicking on this field users are able to see the listing of Loan Request Details that contains following columns:

• Employee Name
• Code
• Loan Code 
• Loan Name 
• Request Date
• Duration in year
• Request Amount
• Status

Post Exit Settlement Accounts: The Post Exit Settlement Accounts section in HRMS dashboard allows the user to view the listing of Post Exit Loan settlement Accounts that contains following columns:

• Employee Name
• Employee Code
• Payable Amount
• Paid Amount
• Waiver Amount
• Due Amount

Loan Completion Percentage: The Loan Completion Percentage section allows the user to view the count of total number of loan requests.

Description:

• By clicking on the on the Total Loan Request field users are able to see the listing Loan Completion Percentage that contains following columns:

• Employee Name
• Code
• Loan Code
• Loan Name
• Paid Percentage
• Paid Amount
• Unpaid Amount
• Total Amount

Employees

Introduction/Purpose:

The Employee module in HRMS dashboard allows the view of summarized information related to the employees in the form of charts and lists from where the user can access the detailed information of their selected categories.

It will allow the user to view the following sections : 

• Employee Movement
• Upcoming Joinees
• Punctuality
• Upcoming Occasions
• Probation Status
• Employee Headcount(YTD)
• Leave Request(YTD)
• Employee Time Off
• Average Absenteeism Rate
• Absenteeism Over The Last 5 Year
• Marital Status

Employee Movement: The Employee Movement section in HRMS dashboard allows the user to view the count of the following records:

• Total Employee (Male & Female)
• Opening
• New Joined
• Exited
• Fit To Rehire

Description:

• Opening: The Opening field of Employee Movement in HRMS dashboard’s Employee module shows the count of current employees, by clicking on the count of current employee the users are able to see the listing of Employee Summery that contains following columns:
  • Employee Name
  • Code
  • Designation 
  • Official Email
  • Gender
  • Joining Date
  • Job Status

• New Joined: The New Joined field of Employee Movement in HRMS dashboard’s Employee module shows the count of new joined employees, by clicking on the count of new joined employee the users are able to see the listing of Employee Summery that contains following columns:

• Employee Name
• Code
• Designation 
• Official Email
• Gender
• Joining Date
• Job Status

• Exited: The Exited field of Employee Movement in HRMS dashboard’s Employee module shows the count of those employees who have left the organization,  by clicking on the count of Exited employee the users are able to see the listing of Employee Summery that contains following columns:

• Employee Name
• Code
• Designation 
• Email
• Gender
• Joining Date 
• Exit Date
• Fit To Hire 
• Mod of Exist
• Job Status

• Fit To Hire : The Fit To Hire field of Employee Movement in HRMS dashboard’s Employee module shows the count of those employees who have exited from organization but they can be rehire by the organization,  by clicking on the count of Fit To Hire employee the users are able to see the listing of Employee Summery that contains following columns:

• Employee Name
• Code
• Designation
• Email
• Gender
• Joining Date
• Exit Date
• Fit To Hire
• Mod of Exist 
• Job Status

Upcoming Joinees: The Upcoming Joinees section in HRMS dashboard allows the user to view the monthly wise count of the following records:

Punctuality: The “Punctuality” pertains to employees’ consistent adherence to their work schedules, ensuring they arrive at work on time as expected.

Upcoming Occasions: The “Upcoming Occasions”  makes it simple to locate information about major events such as birthdays and other notable occasions. Users can browse a list of forthcoming employee birthdays by filtering for certain events such as birthdays. This fosters a sense of community, improves internal communication, and motivates the celebration of major occasions.

• User can choose the occasion category in order to view the upcoming occasions.

Probation Status: The “Probation Status” pie chart on the HRMS dashboard displays the status of employee probation. It divides employees into two groups: “Newly Completed” and “Ongoing Employees Under Probation.” This visual tool assists HR and management in performance appraisal and decision-making by allowing users to easily grasp their current probationary status.

Employee Headcount(YTD): The employees headcount section allows user to view complete graphical representations of your organization’s monthly employment information. This application gives a straightforward and user-friendly snapshot of your workforce trends, allowing you to easily track your organization’s growth and changes over time.

Leave Request(YTD): The Leave Request YTD is a vital feature in HRMS, simplifying leave requests and tracking for employees. It offers an overview of employee leave requests and their current status.

Employee Time Off: Employee time off in an HRMS dashboard allows employees to request and manage their approved leaves, like vacations and sick days, improving the efficiency of leave requests, approvals, and tracking for the benefit of both employees and HR departments.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire employee time off section will be updated. 

Average Absenteeism Rate: The average absenteeism rate in an HRMS dashboard is a percentage that reflects how often employees are typically absent from work during a specific timeframe, indicating the frequency of employee absences.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire average absenteeism rate section will be updated.

Absenteeism Over The Last 5 Year: The “average absenteeism over the last five years” indicates the percentage representing the usual rate of employee absenteeism during this period. It offers a comprehensive view of long-term absenteeism patterns, enabling HR professionals and management to analyze trends, make informed decisions, and create effective strategies for managing absenteeism.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire absenteeism  over the last five years section will be updated.user can option employee groups as well.

Marital Status: an employee’s marital status indicates whether they are single, married, divorced, widowed, or in another marital situation. This information is used for HR and payroll considerations and can also be relevant for demographic reporting. It’s typically provided voluntarily by employees.

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• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire marital status section will be updated.

Employee Headcount and Status By Department: “Employee Headcount and Departmental Status” in an HRMS dashboard is a feature that displays the number of employees in each department and their current employment status. This helps HR and managers monitor workforce distribution and employee statuses, facilitating better workforce management.

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• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire employee headcount & status by department section will be updated.user can option employee groups as well. 

Week Day Roster: “Weekday roster” in an HRMS dashboard is a schedule outlining employee work assignments and shifts for Monday through Friday. It helps allocate work hours, track availability, and ensure staffing coverage, essential for managing daily operations.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire week day roaster section will be updated.user can option employee groups as well. 

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

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• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email

Children Count(YTD): “Children Count YTD” in an HRMS dashboard reflects the quantity of an employee’s children born or identified as dependents in the present calendar year. This information assists HR and payroll teams in administering family-related benefits such as childcare allowances and insurance coverage. It serves to ensure adherence to company policies and legal mandates by providing an up-to-date perspective on the employee’s family size for the year.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire children count (ytd) section will be updated.

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email

Punctual Employee(YTD): The “Punctual Employees YTD” in an HRMS dashboard indicates the count or percentage of employees who consistently arrived on time. This metric helps HR and management assess and acknowledge employees with strong attendance records, track punctuality, and identify any attendance-related trends or issues in the organization.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire punctual employees section will be updated.user can also apply filters by choosing the option like on time and so on.

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

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• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email

Top 5 Absentees(YTD): The “Top five absentees in the YTD (Year-to-Date)” in an HRMS dashboard are the five employees who have the most recorded absences or days off from work during the current calendar year up to the present moment.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire top 5 absentees section will be updated.

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

<<Please add image>>

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Employee Type: The “Employee type” in an HRMS refers to a categorization or classification system used to differentiate between different types or categories of employees within an organization

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire employee type section will be updated.

Hierarchy Headcount: The “hierarchy headcount” shows the number of employees at different levels of the organization’s hierarchy, such as executives, managers, supervisors, and individual contributors, across departments or teams. This data helps with workforce planning, management assessment, and leadership evaluation.

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Age Demographic: The “age demographic” shows how employees are distributed across different age groups in the organization, helping HR assess the generational composition and tailor policies accordingly.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire age demographic section will be updated.

Religion: The “Religion” in an HRMS dashboard allows employees to voluntarily share their religious affiliation or beliefs. This data can be used for diversity reporting and to accommodate religious practices in the workplace.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire religion section will be updated.

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Nationality: The “Nationality” in an HRMS (Human Resource Management System) dashboard typically refers to the information about an employee’s national or citizenship status. It signifies an employee’s legal affiliation with a particular country or nation.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire nationality section will be updated.

• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, designation and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Language Data: The “Language data” pertains to an employee’s language skills and preferences. This information is valuable for HR functions like language-specific training, communication choices, and evaluating multilingual capabilities among employees.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire language section will be updated.

Exit Reason: The “Exit reason” in an HRMS dashboard indicates the specific cause behind an employee leaving the organization. It’s gathered to understand turnover factors like end of contract,resignation & death. Analyzing exit reasons assists HR in improving retention, engagement, and company policies by identifying trends.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire exit reason section will be updated.

• The user can view a list of employees by selecting the reason category, where they can see information such as employee name, code, classification, and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Exit Process: The “Exit process” refers to the steps taken when an employee is leaving the company. Users can access a dashboard that displays the list of employees currently in the exit process.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire exit process section will be updated.

Employee Experience Wise Count: The “Employee experience-wise count” categorizes employees based on their experience levels within the organization, providing a count of employees at various experience tiers.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire employee experience wise count section will be updated.

Average Exit Count: The “Average exit count” in an HRMS dashboard is the average number of employees who have left the organization within a specific time period. It helps assess turnover frequency and informs strategies for retaining and satisfying employees.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire average exit count section will be updated.
• The user can view a list of employees by selecting a specific category, where they can access information such as employee name, code, classification, and so on.

• Users can run searches inside columns within the system, allowing them to discover a specific employee. The PDF icon allows the user to download the PDF file, whereas the CSV icon allows the user to download the CSV file.

<<Please add screenshot>>

• When a user clicks the message icon, a popup will appear, prompting the user to select between PDF, CSV, or both options. Upon choosing any of these options, the user will be directed to a page to send the selected PDF/CSV file via email.

Notice Period Status: The “Notice period status” indicates the employee’s current stage or situation regarding their notice period after submitting their resignation or expressing the intent to leave the company.

• The user will be provided with the refresh icon, and on clicking the refresh icon, the entire notice period section will be updated.