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Human Capital Management

Simple | Intuitive | Flexible | Complete


Main value
Ability to simplify and automate complex processes
and workflows;
Cross departmental automation and organizational
processes that touch multiple departments;
Dramatically decrease the operational costs;
Improves employees’ efficiency and customer loyalty;
360 view over the performance indicators;
It increases the company’s agility and competitiveness;
Collaborative working environment, focused on
satisfying business partners’ needs.

Management value
Provides key reports for executives to run business;
Reports with the ability to go from high level to low
level detail;
Comprehensive insight from all departments and
systems;
Provides executive dashboards, on-spot quick facts
and real-time notifications.

Employee’s value
Clean and easy to use interface;
Commonly performed tasks can be automated;
Can provide data from other applications and sources;
Can access various reports from the same interface;
Support – Users have access to training and support.

Cost value - Minimal IT requirements


Workflow modifications can be made without
additional code writing development;
Easy to upgrade and to upscale the entire system;
Ability to support all business units with different
attributes, user views and rules;
Personalized training and support access to all
stakeholders.
In modern organizations, the
human capital replaces the
financial capital as a strategic
resource. The Human Resource
management overstepped the
simple administrative role, Charisma HCM is the most
becoming a key component in powerful Human Resources
maximizing the organization's management solution,
performance. adapted to the Romanian
law, that covers both the
critical areas of payroll and
Due to the continuously changing personnel management, as
competitive environment, the well as the strategic area of
main challenge is to maintain and investments in the
keep the loyalty of valuable development of human
employees who can make the capital. Thus, Charisma
difference between the company HCM solves in a simple and
and its competitors. Maintaining user-friendly manner the
the balance between the great complexity of the
employees' personal goals and the human resources field,
company's performance targets is providing advanced
essential for the success of any functions for analysis of the
organization, because motivation, employees' performance,
reward or the alignment of the competencies
employees to a healthy management, training
organizational culture, customer planning or programs for
success-oriented, determines and training and tracking the
directly affects the company's career path within the
financial performance. organization.

Charisma HCM is a complex system consisting in modules that cover


different human resources issues, that can work both as standalone or
integrated applications. The advantage of the solution's modularity is given
by the possibility to quickly adapt to the needs of any organization,
regardless its size or complexity. And, even more important, it can adapt to
the evolution of human resources, based on the dynamics of these
organizations.
Financial and Operational
Benefits
Ensures compliance with the applicable law
n security that ensure data privacy on 7 security levels.
You don't need to worry about the legal changes. This Thus you have the certitude that the sensitive data will
aspect is our sole responsibility. be available only for the employees with appropriate
access rights to this data, but also that general
The organization chart at a glance
n information can be accessed by all the employees,
The whole organizational structure is centralized and while relieving the HR personnel.
the roles, positions and responsibilities, as well as the
critical personnel information are accessible to the Quick data transfer with other information systems
n
authorized persons. Charisma HCM integrates with a large number of
financials-accounting systems or with other internal
Flexibility in payroll calculation
n applications that already run at the beneficiary, such as
You have the possibility to change the tariffs or rules PeopleSoft, SAP, SUN, Scala, MFGPro, Charisma ERP.
during a month, depending on the internal policy of The application enables configurable imports/exports
the organization. based on a dedicated module that can work with
different file formats - DBF, XML, XLS, TXT, CSV, PDF,
Strategic support for the managerial decisions
n DOC, VSD, JPEG, Open Office;
The solution allows various scenarios and forecasts for
the accurate calibration of payroll investments or for Reporting and display in many foreign languages
n
the development of headcount with the company's Charisma HCM is perfectly adapted to multinational
financial and business targets. companies. No matter if the interface is required in
English, French, German, Russian, Serbian or Polish,
Ensures data privacy
n the solution provides the same complex reports in the
The solution includes advanced levels of complete required language with a single click.

Charisma HCM is the solution preferred by


over 400 national and multinational
organizations in business fields such as
finance-banking, services, distribution, retail,
medical-pharmaceutical, manufacturing,
constructions, engineering, utilities, and
public institutions. Besides, Charisma HCM
manages the payroll of over 10% from the
active labor force in Romania, and calculates
over 25% from the aprox. 150,000 outsourced
payrolls.

4 5
Expense tracking per cost centers
n n
Alerts and notifications in advance
You can evaluate the investment efficiency in the You will not forget to congratulate your employees on
development of employee's competencies, the top their birthdays, you will know in advance about the
performance areas and the areas that need persons whose contracts will terminate. You are able
intervention of the HR team. The entire activity is to set up the alerts depending on any event of interest.
tracked at cost center level, allowing the tracking of The module enables e-mail notifications to distribution
budget execution by various components, such as lists, such as the list with new employees in the
training, assessments, compensations, benefits, security or IT department.
recruitment processes, etc. Thus, Charisma HCM
provides an actual support in adjusting the efforts Enables multiple, simultaneous configurations
n
towards the areas with maximum impact on the Charisma HCM provides the interest information
organization's growth. depending o each single user's preferences. Thus, the
most system configurations can be performed by the
Completely configurable complex, static or dynamic
n users. The solution includes a validation mechanism
reports for data entry that does not allow wrong records into
You can quickly access any information category in the the system.
database, including statistic reports as graphics. Thus,
you can assess at any time the dynamics of yours Reduces the work time and optimizes the routine
n
company's personnel or other performance indicators tasks
specific to your company. Additionally, you can track n
The self-service solution enables the participation of
the activity of the users, the changes made in the employees and managers to certain human resources
system, viewed information or other actions processes, such as employee satisfaction surveys,
performed by the users. The solution also provides complete 360º assessments, electronic leave requests,
centralized reports, in real time, at group level in case but also various personal information, such as
of holdings. remaining holiday days

Furthermore!

n
Enables operating on employee groups -
timesheets, bonuses, salary raises;
Enables automatic retrieval of individual
n
employment contracts, addenda or various
certificates;
Enables the automatic generation of addenda
n
depending on the depreciation of training period
provided by the company to its employees;
... and more.
Diferentiators
The largest community built around
n
a human resources management
software solution in Romania;
Complex interfacing with third
n
party applications (SAP, PeopleSoft,
SUN, Scala, MFGPro) The interfacing
covers both financial data and all
types of information on human
resources - payroll, personal data,
contract data, timesheets;
The most powerful training module
n
in Romania, capable to manage over
Services

Technical support 800,000 training classes per year, to


Decreased reaction ensure a flow for obtaining training
time to any requests; needs form managers (including
Permanent access to over 250 users), to allow the
Charisma consultants. logistics management but also the
monitoring of the training
Implementation processes;
Data migration; Significant experience in the
n
Integration with human resources management,
external applications; achieved after those over 400
Quick customization implementations in complex
of internal specific processes. organizations of different sizes, in all
business fields;
Business consultancy Ensuring the compliance with the
n

Internal processes consultancy; applicable law. In order not to


Performance indicators and disrupt the company's operations,
specific processes implementation. the legal changes are implemented
into the system in real time;

Training
Internal courses for
application use;
Training workshops
for internal users;
Seminars for understanding
the benefits of HCM strategies.

6 7
Unique feature of document
n within the HR department with
management, that provides the electronic forms (assessment
users with direct access to the forms, leave requests,
documents scanned and saved into certificates, etc.);
the system (employment records, A powerful and extremely
n
employment contracts, degrees, configurable reporting engine -
certifications, etc.), regardless the with Dashboard module, the system
location. The solution eliminates provides the users with a complex
the time needed to search them in set of configurable reports and
the physical archive and to send indicators;
them via different means; Eliminating the redundant
n
Significantly reducing the number
n recording in multiple HR systems –
of written documents of the HR all software applications provided
department through a series of by the State for the submission of
unique features: the mandatory statements to the
n The automatic submission of state authorities (REVISAL,
pay slips in electronic format VERANEXE, IVG, DECLSOM, etc.) can
(online, e-mail or SMS), thus be replaced by a single one -
eliminating the printing costs Charisma HCM. This ensures the
an the distribution time; submission of all legal or mandatory
n Electronic timesheets - reports and statements that occur
recording the timesheets with in relation with the State;
access - timesheet devices, Increasing the communication
n
automatically initiating the efficiency by ensuring an Intranet
timesheet month and filling it that, in addition to other similar
in by the managers; solutions, allows for the data to be
n Eliminating written leave directly changed by the employees,
requests by ensuring an according to the granted rights;
approval flow of the leaves, Configurable alerts and
n
based on hierarchical notifications, that can be sent via e-
relationships; mail or SMS.
n Replacing other written forms
Features
Charisma HCM is an integrated system, Human Resources module - covers
n
consisting in distinct and perfectly all aspects related to the human
integrated modules, as well as an unique resources management, from
employee database, this structure defining a company's organization
significantly reducing data redundancy. to detailed information on
These modules can also operate on their employees, performance,
own, as standalone applications. professional education and
recruitment processes;
Payroll module – a completely
n
configurable module regarding the
calculation formulas, salary types,
benefits, bonuses, sick leaves,
annual leaves, check-offs;
HCM Portal module - a self-service
n
module within Charisma system that
has the main role to provide system
data to certain categories of
employees who are not able to
access the entire database;
Talent Management module –
n
covers the recruitment process,
allowing to record the potential
applicants (internal or external
applications) for the vacancies
within the company, to select the
applications according to criteria set
by user, to retrieve the applications
from the company's Website, in
case it has a specialized section;

8 9
Occupational Medicine module –
n Dashboard module – the business
n
manages the information about the intelligence solution dedicated to
employees' medical visits, the the HR department, that provides a
medical tests they took or should set of configurable indicators for the
take, as well as information about analysis and evolution of the
all their medical problems; department;
Access – Timesheet module -
n Budgets module - includes the
n
intended for controlling and logging required features to generate the
the access within the company for payroll budgets and headcount, as
the employed personnel and it well as different comparative
provides tools for logging the analysis reports;
arrival/leaving time, in order to Timesheet Clocking In module –
n
calculate the working hours; allows to review the employee's
Reports module - standard set of
n timesheets by the responsible
reports, as well as the possibility to manager;
retrieve from the database any Statements module - includes the
n
existing information as reports required features for loading,
adapted to each user's checking and generating the
requirements, the application statements to the state budget;
having a powerful report Alerter module – manages the
n
configuration module. In addition, system alerts and notifications;
any type of external application can Training module– covers the whole
n
be exported for further processing; training process ran within the
ITM module – generates the files
n company;
that should be submitted to the Expense Statements module - the
n
Territorial Working Inspectorates, Web interface the company needs
according to the applicable law. ITM for the efficient management of the
module can regularly generate the expense statement flows.
files related to the registry,
according to the specification
prepared by Labor Inspection;
Human Resources

The module dedicated to human


resources covers all aspects related
to the human resources
management, from defining a
company's organization to detailed
information on employees,
performance and their evolution,
professional education and
recruitment processes. The level of
detailing and organizing the
Financial and Operational Benefits information enables to use them in
a simple manner, in the format
Increase the employees' motivation requested by each company,
The module ensures a performance management of regardless its business field,
the regular assessment periods, providing employee complexity or size
transparency regarding the targets achievement, the
targeted competence level or further professional
development needs;

Improve the employees' performance


“Charisma HCM enables us to
The solution enables the management of training
manage 8,500 employees as a
programs depending on the needs of each employee,
whole; the communication between
as well as the department's, as they result from the
stores is accomplished quickly and
regular performance assessment processes;
safely. Moreover, the application
Quick access to updated information adapts to the requirements
The Human Resources department has quick access to determined by the accelerated
an unique database, updated in real time, that development of the company, thus
includes all the relevant information about the giving us real solutions.”
company's employees. In addition, the solution
provides the Human Resources department with the Ana Dumitru,
history of all information regarding the employees. Human Resources Director
Carrefour.
Significant decrease of the operational costs
The Human Resources module significantly reduces
the time needed to generate legal documents such as
employment records, contracts, addenda, certificates,
etc - as well as the time needed to retrieve them.

10 11
Features
n
Enables the clear determination of the n Information about the project the
department structure and the employee is assigned to;
connections between them, also Covers the company's whole
n
ensuring the possibility to change them assessment process, regardless the
in the organizational structure of the assessment system used. The high
company; degree of configurability of the
n
Manages the hierarchical structure of application allows to define own
the company, allowing the generation of assessment criteria and methods, as well
four different types of organization as to implement standard schemes used
hierarchy that is automatically edited in the international practice;
from any of its nodes. The organization Records the employees' assessments,
n
hierarchy can be graphically generated proposed targets, as well as their
(Visio or other graphic format) without history, that are essential elements in
the need of other external applications; tracking the progress of employees'
n
Manages all human resources performance;
information that are grouped in distinct Tracks trainings from various points of
n
categories such as: views such as course structure,
n Personal information (address, organizational details, costs associated to
marital status, etc.); each attendee or total costs;
n Information regarding education, Enables to generate budgets and
n
qualifications and certifications; forecasts regarding the expenses related
n Financial information (salaries, to the employees' training;
benefits, medical insurance, bank Ensures the possibility to change the
n
account, associated costs); employee information in advance
n Information regarding the (contract changes regarding the
professional career path positions, base salary, rules);
(application, professional Enables the automatic retrieval of
n
experience, current position, individual employment contracts,
assessments, internal applications); addenda or various certificates;
n Information regarding the Enables the automatic generation of
n
employment contract, the addenda depending on the depreciation
employment record history; of training period provided by the
n Information regarding rest leaves company to its employees.
and sick leaves;
Payroll

Payroll module has been especially


designed to automate and facilitate
the payroll processes within
companies of different sizes or
complexity, regardless the business
field or the headcount. Its role is to
eliminate a great part of the time
consuming routine tasks that the
payroll calculation implies and also
to ensure this process accuracy.

Financial and Operational Benefits


Speed and accuracy in the payroll calculation
The module enables complex configurations that “We had just a few days to
address the payroll needs of national or multinational complete the data imports and give
companies of any size, as well as public institutions. salaries with Charisma. Even in
The solution generates both standard reports and these conditions, the wage
reports adapted to these organizations' needs, as well computation was extremely fair.”
as all the documents specific to this process. Roxana Prisăcariu,
Human Resource Specialist,
Total independence from legal changes Radison BLU.
The exceptional configurability of payroll calculation
formulas relieves you from the worries and
responsibilities related to legal changes. Leave this
task to Charisma solution.

High flexibility of payroll calculation approach


The module enables to change salaries or rules during
the month, providing the flexibility of any punctual
decision, without affecting the general payroll process
within the organization. Furthermore, you can access
a series of completely configurable reports that can be
generated in the format most convenient to the
company's needs.

Follows the privacy policies regarding the salaries


The module has the option to print the advance and
clearance pay slips on secured paper in order to follow
the most strict privacy policies regarding the salaries.

12 13
Features
Ensures the base for the whole payroll
n centers;
calculation process, while the Enables the operation by employee sets
n
application is completely parameterized (e.g.: timesheets, bonuses, indexing,
regarding the calculation formulas, etc.);
salary types, pay rises, premiums (as Ensures salary calculation according to
n
fixed net or gross amount, in RON or in a the conditions enforced by a holding
foreign currency), sick leaves, rest leaves, structure of a company;
withholdings (taxes due by the employee The possibility to plan the salary budget
n
and by the employer to state, other by creating scenarios – hypothetical data
types of check-offs); can be entered and then the new total
Enables the gross salary calculation and
n costs or the costs per employee can be
the taxes incurred by the company viewed;
starting with the net salary expressed in Ensures automatic calculation of the
n
RON or in any foreign currency (user- compensations for rest leaves and sick
defined); leaves;
Makes available all the standard reports
n Provides the possibility to transfer the
n
specific to a payroll application, such as salary and other incomes into a bank
payrolls for advance, clearance, sick account;
leaves, rest leaves, pay slips, correlation Automatic generation of the accounting
n
checklists, summaries, salary expenses notes, as well as payment orders;
or fiscal statements FF1 and FF2; Enables to keep a salary record in a
n
Ensures the salary calculation starting
n multi-currency system;
from the actual number of worked Provides the possibility to report
n
hours, recorded into the timesheet and multiple monthly statements regarding
automatically transferred into the the payroll;
system; n The initial reporting - is similar with
Enables the automatic transfer of debts
n the salary payment date for the
from one month to another and provides current month (e.g.: 25th of the
the ability to generate reports regarding calculation month);
their history, regardless the selected n The reporting at the end of the
period; month - where adjustments are
Enables to import and export data
n made according to the timesheet.
from/to other applications, to integrate
the application with other accounting The reporting after 5 working days from the
systems (PeopleSoft, SAP, SUN, Scala, end of the month - the period when the last
MFGPro, Charisma Enterprise, REVISAL, timesheet adjustments are made (e.g.: the
VERANEXE, IVG, DECLSOM, etc.); medical certificates that were delivered late
Ensures expense tracking per cost
n are recorded).
HCM Portal

Defined as the Website of the


Human Resources department,
HCM Portal module plays an
important part in increasing the
transparency within the
organization, improving the
communication and motivation,
knowing the roles and
responsibilities but also other
personal information that can lay at
the basis of a healthy and
motivation-oriented culture,
commitment and responsibility of
employees.

With HCM Portal module, TotalSoft


Financial and Operational Benefits went beyond the traditional
features of a human resources
Reduces the operational costs
management system, developing a
The solution enables to eliminate the time needed by
powerful and robust tool, accessible
the HR personnel to run certain routine time
anytime and from anywhere via
consuming tasks such as leaves day calculation,
Internet, empowering the
requests for certificates, employee information
employees to get directly involved
update. in various processes. The
employees are able to enter certain
Increases the productivity of the HR department
data into the system, such as rest
The module enables the communication and quick
leaves, assessments, training plans,
adoption of new internal requirements and
etc., thus relieving the human
regulations, such as the publication of an internal resources department of certain
Code of Conduct, and the facilitation of administrative activities.
tasks necessary for checking if the new regulations
were read. Furthermore, the product ensures quick
control and access to information about the
employees via Internet, anytime anywhere. “We have outsourced the payroll
services and we are delighted to
Motivates and empowers the company's employees
have chosen TotalSoft. The payroll
By actively involving the managers and employees
process has been automated to a
into complete 360-degree assessments, leave
requests or other human resources processes, the large extent by implementing
solution empowers the personnel and increases the HCM Portal interface. Now we have
motivation by improving transparency and teamwork. easy access to information and
reports required to optimize the
Ensures quick access to the employees information human resources work.”
Thanks to Web interface, the information about the Adela Jansen,
employees is available anytime anywhere. The access HR Executive Director,
is done according to the access rights, according to BRD Groupe Societe Generale.
the company's internal policies.
14 15
Features
The users who can access HCM Portal configured by the Human Resources
module are split in many categories, department.
depending on the assigned rights:
employees, managers, top managers, as The Manager
well as Human Resources department users. The manager can:
The company's employee n View certain information for all his/her
The company's employees can access public subordinates: leave balance, timesheet,
information made available by the Human assessment results, training plans;
Resources department, such as: n Approve or reject the requests initiated
n Accessing the news within the company by his/her subordinates;
(e.g.: team building, training or n Fill in assessments, training plans or
recruitment sessions, new colleagues, career path management for his/her
employees of the month, etc.). subordinated employee;.
n Accessing the forms used within the n Fill in information about the results of
company; interviews he/she attends regarding the
n Accessing public information about the applicants who are to be employed on
active employees within the company, subordinated positions.
enabling the access to each employee's
personal pages but also to information The Top manager
such as phone number, e-mail, office The management personnel is able to
location, etc. access the organization charts and statistical
n Simulating the salary calculation, from managerial reports. Also, they have a
gross to net and from net to gross salary, dashboard including information about the
with all the employee's and the personnel turnover and the employee
employer's taxes; expenses, split by companies, business units
n Sending requests to the Human or cost centers.
Resources department;
n Viewing strictly personal information The person who enters the timesheet on
that cannot be accessed by other users the Web
such as: Leave balance / Pay slip / Can additionally enter the timesheets of the
Timesheet / Assessment results; employees he/she is assigned to;
n Initiating flows such as rest leave
requests, requests for certificates, etc. The employee in the Human Resources
n Changing certain personal data (address, department
personal documents, marital status) if Have access to the specific legislation
these rights are configured; section for the human resources
n Self-assessment, by filling in rates for management, that is regularly updated
each task/target/competence, through version upgrade or by providing a
depending on the assessment model Web service.
Talent Management

The talent management is a


complex process that involves the
identification of the most suitable
candidate for supporting the
organization's targets. In a labor
market where fluctuations and
major changes occur in a very short
time, the recruitment process has
earned an essential place in the
human resource strategy of the
company because it allows
attracting key competencies and
skills for its development.

Efficiently managing a very large


resume database, recording the
potential internal and external
candidates, selecting the applicants
by well determined criteria and
Financial and Operational Benefits automatically retrieving from the
system the resumes posted on the
Increases the productivity of the recruitment activity
company's Website or on third
The application allows quick access to detail, correct
party Websites is the base of the
and updated information about applicants, thus recruitment process. A software
eliminating the time wasted for searching into large solution that covers all these
resume databases and the redundant tasks. features is essential for the human
resources professionals because it
Identify the best candidate for the organization relieves them from the routine
The solution provides the Human Resources tasks, while being able to focus on
department with all the information regarding the the key elements of the recruitment
experience and skills of the applicant, placing him/her process: selection, interview,
in the center of the recruitment process. negotiation, etc.

Reduces and eliminates the routine tasks


The application eliminates recording data and sending
“Charisma HCM gives us a very
replies, allowing to focus on the key elements of the
clear record of the trainings we
recruitment process. selection, interview, negotiation.
organize, the people involved, the
Ensures tracking the applicants during the entire history, costs and assessments. We
recruitment process can analyze easier the employee’s
The internal customers of the recruitment process can flow and what to do to keep and use
view any time the recruitment status, the candidate him at full potential.”
shortlist, their profiles, providing quick access to each Florin Tataru,
applicant history. Human Resources National Director,
Vel Pitar.

16 17
Features
The automatic forwarding of resumes
n portal / email about the vacancies at a
posted on the Website in the certain moment (the list of the jobs on
recruitment module after an offline the Internet can differ from the list on
preliminary validation. In case the the Intranet);
applicant already has a resume in the The possibility to define projects only
n
database and applies for a new job, for the external or internal applicants,
his/her resume is not recorded once or mixed projects that can be applied
again in the database, but, after its both by external and internal applicants;
validation, is forwarded to that position; The internal applicants are able to track
n
Allows the import of resumes coming
n the status of their application until the
from other sources such as specialized end of the project; they receive
Websites and recruitment agencies; notifications about the interviews and
Allows the update of resumes already
n their results;
recorded into the system by providing For internal recruitment, certain data in
n
the possibility of loading the resume into the human resources and payroll
the system as a document (.doc, .pdf or modules can be automatically accessed
scanned image); by the recruitment team (e.g. the
Enables the advanced search option by
n current benefit package);
compose criteria or attributes: foreign Allows automatic retrieval of resumes
n
language level, experience); from eJobs, BestJobs, etc.;
Ensures applicant data transfer into the
n The possibility to define preliminary
n
"employee" section (in case the selection criteria;
applicants become employees of the Ensures a complete set of documents
n
company) with a simple check of an and indicators specific to the
option; recruitment:
Allows defining the recruitment
n n The resume – print version;
projects/sessions: project start date, n The offer for the applicant;
deadline for resumes, project n The number of applications by
commission, etc.; origin source;
Automatically manages the available
n n The duration of the recruitment
jobs and the number of vacancies process by project (intermediate
taking into account the vacancies at a durations of subprocesses:
certain moment, but also the occupied interviews, selections, etc.);
positions; n Estimate of the recruitment process
Reduces the costs of the recruitment
n duration based on the history – for
process: recruitment fees, job fairs' a certain position;
attendance fee, recruitment advertising n The number of applicants selected
fees; for the interview;
Allows the automatic notification on
n n Form for response letter.
Occupational Medicine

The occupational medicine is a


mandatory step both for the new
employee and for the employer.
This medical examination should be
done both at the moment of
employment and later on, with a
certain periodicity determined
according to the specific work
conditions. Keeping an exact track
of medical visits, medical tests and
the results of the performed
medical tests is essential in
following the company's obligations
regarding the occupational
medicine.
Financial and Operational Benefits
Decreasing the cross-operational costs
By permanently monitoring the health condition of “We considered several applications
the employees, as well as taking regular medical for human resources management
exams, the occupational medicine module prevents and payroll but Charisma HCM was
professional diseases, while reducing the number of the best response to our needs for a
sick leave days. configured employee; also, it proved
to be a valuable, flexible and well
Control and transparency of the operations regarding
structured tool.”
occupational medicine
The solution ensures an unique, complete, updated
Manuela Dragomir,
database regarding the information directly related to
Director, Head of Human Resources,
the occupational medicine. Thus, keeping a history of
ING Bank.
all the incidents and making decisions to prevent
them based on this history leads to the reduction and
prevention of further working accidents for the
future.

Reducing the time needed to run the occupational


medicine operations
The module includes advanced features for quick
recording, monitoring and reporting of all specific
information. These features enable the company to
quickly act in view of retaking the expired medical
tests of the employees by automatic notifications.

18 19
Features
Manages information about the
n Date, time, and place of the
n
medical visits of the employees, about working accident;
the medical tests they have taken or type of accident;
n
should take, as well as the medical the consequences of the working
n
problems they have; accident;
Monitors the health condition of the
n details regarding injuries;
n
employees, thus preventing professional first-aid (first aid methods list);
n
diseases; causes of the accident;
n
Manages medical exams at the time of
n description of the accident;
n
employment, medical exams for circumstances of the accident;
n
adaptation, regular medical exams and hospitalization and the inspector
n
medical exams for resuming the activity; who prepares the report;
Defines sets of medical tests that can be
n Keeps the track of medical exams and
n
attached to employee groups, directly to employees' diseases, by recording the
employees or by their positions; following information:
Records all the information related to
n n risk name (risks list);
the medical tests: the date and the n required medical exam and
medical clinic where they were taken, periodicity of the medical exam;
the validity end date and their status; n type, name, and code of the
Allows to set up lists and sets of
n medical condition;
medical tests, medical clinics and status n date of the medical exam;
of the medical tests, while these can be n medical recommendation;
expanded or restricted when needed; n validity end date;
Automatically notifies the validity end
n n the result of the medical exam -
date of employees’ medical tests, as whether the employee is fit to work
well as the list of medical tests that or not.
have to be taken by certain employees; Generates simple or complex reports
n
Keeps the track of the working
n based on the information within this
accidents, providing the possibility to module.
monitor the following information
regarding working accidents:
Acces - Timesheet

At present time, the largest HR


expenses at company level are
directly or indirectly allocated to
tracking and centralizing the
employees' working hours. In
addition, eliminating human errors
in recording the worked hours can
lead to a significant reduction of
errors in the payroll calculation.

On the other hand, ensuring a


Financial and Operational Benefits secure access within any company
Reduces the time needed to record and review the has major implications on the safety
of employees and controlling the
timesheets with up to 80%
personnel flow. The solution that
The review of a timesheet lasts about 6 minutes. This
manages to cover these processes
time can be reduced to approximate one minute with
by providing security and control
an automatic system. and also recording the arrival and
exit hours to/from the institution is
Significantly reduces the operational costs
a permanent element within a
By reducing the time needed for the salary calculation
company. Access - Timesheet
based on the timesheets or reducing the time needed module matches exactly this role,
to assign the time shifts to employees, Charisma and is intended to control and
significantly reduces the operational costs, while record the access of the personnel
improving the company's efficiency. within the company, and to provide
the tools for recording the
Reduces errors regarding the free hours recording arrival/exit hours with the purpose
The solution minimizes the factors that affect the of calculating the working hours.
normal working hours, such as extended lunch,
delays, leavings before the end of working hours that
can reach up to 4.08 hours per week, according to the
American Payroll Association. The system highlights
and records delays, absences, as well as incorrect
entries.

Overview of the costs, revenues and profitability


The solution enables comparing the working volume
with the salary budgets both at company level and
project, department, cost center or customer level.
You can perform regular, detail performance analysis
such as worked hours vs. standard working hours,
billable hours vs. spent hours, etc.
20 21
Features
Provides an electronic timesheet for all
n Ensures defining timesheet devices by
n
the employees - when entering the entering their name (for easy
company or when accessing certain localization), entering the device type
areas, each employee uses an access (access and/or timesheet), working
card inserted into a card reader that hours, access area, device status;
records the card code and saves Ensures assigning and unassigning the
n
information such as date and time of the magnetic / proximity cards of the
passing; employees - any assigned card, once
Allows downloading the data recorded
n passed through the device, is identified
by the access-timesheet devices by the program as belonging to a certain
(manually or automatically) to the employee;
computer and these can be interpreted Ensures updating (adding, changing,
n
and shown as reports regarding the deleting) of time shifts;
employees' attendance; Allows assigning/re-assigning time
n
Secures the data by defining user
n shifts to employees;
hierarchies; Ensures the validation of the
n
Allows setting up parameters that can
n information processed by the program:
be used to calculate the worked hours: employee's brand, first name, name,
arrival tolerance, rounding up to a timesheet date, arrival time, exit time,
complete hour, implicit worked hours delay, advance, time shift, number of
and additional hours, maximum allowed worked hours, type of worked hours,
number of hours, allowed pause or every employee's arrival-exit pairs;
ignored minutes, etc.; Separately records the overtime, the
n
Introduces filters for quick selection and
n advances or the delays of the employee,
search such as: brand, name, the module also allowing the correction
department, location, date or hour of errors recorded by the devices;
types; Ensures a general validation by type of
n
Allows setting the lists with: access
n worked hours, being able to correct the
areas, device working hours, enter, exit worked hours through changes applied
or mixed time schedules for each device, to an employee or employee group.
device statuses, types of worked hours,
special days;
Reports

One of the main challenges of the


Human Resources department is to
retrieve from the entire database
reports and statements that
highlight the progress and dynamics
of human resources, salary budget,
hours actually worked by the
company's employees, competence
progress, time budget assigned to
internal or external training courses
or the efficiency of investments in
the headcount development. The
lack of a powerful reporting engine
decreases with almost 50% the
efficiency of an information system
that would strictly limit itself to
record some data into the system.

“When I signed the project, we


chose 17 reports and now we have
over 80 and their number continues
Financial and Operational Benefits to grow as people discover the
features of the application.
Ensures a comprehensive view on the dynamics of
Interestingly, over 50% out of these
the Human Resources department.
were created by ourselves according
Quickly generates any report regarding the to the situations we faced.”
operations of the Human Resources department,
whether we are talking about payroll, employee Alexandru Cârstoiu,
data, timesheet, etc. Technical Project Manager,
Ţiriac Management.
Ensures analyzing key indicators and measuring
department's efficiency and performance.

Eliminates human errors from the reporting process


and provides a correct updated view of the human
resources status within the company.

22 23
Features
Allows easy and fast generation of a
n Access - Timesheet reports
n
complex set of standard reports where Shift attendance report;
n
the main reports are: The report regarding the travels
n
Human resources reports
n outside the company (private or
n The updated list of employees; personal);
n The planning of annual rest leaves; n The employee attendance report by
n Individual employment contracts; department, profit/cost center;
n Addendums; n The global working hours;
n Promotion reports; n Monthly reports;
n Employee training plan; n Individual timesheet record.;
n Assessment record; Enables the retrieving from the database
n
n Personal record; of any existing information as reports
n Title and salary history; adapted to each user's requirements;
n Turnover report; Provides a powerful report
n
n Headcount report; configuration module; the shape and
n Length of service certificates. content of the report can be configured
Payroll reports
n with only a few clicks;
n Payroll registry; Allows the export of reports to any
n
n Payrolls; other type of external application for
n Medical certificates; further processing;
n Withholding list; Allows to extremely easy and quick
n
n Sick leave payrolls; select the information from the
n Pay slips; database, and this can be done by any
n Health statements; trained user of the application.
n FNUASS statements.
ITM

One of the main responsibilities of


the Human Resources department
is to manage all the documents and
reports required by the state but
also to maintain their compliance
with the applicable law. This
process does not accept human
errors; any document or report in a
different format other than the one
required by the state or that does
not include certain usual
information can lead to the
rejection of the reporting and thus
to the increase of time and costs
allocated to this process.
Financial and Operational Benefits
Significantly reducing the time needed to report to
ITM
The solution automatically generates the reports and
instantly identifies any change registered from one “The database is unique and
month to the next, alerting the Human Resources therefore accessible from any
department and thus preventing the useless location, but we do the
consumption of time, energy and money for the re- configurations at the headquarters,
generation of the reports. so that colleagues across the
country cannot intervene. It is a real
Eliminating human errors advantage because we are not
Thanks to the automation of the reporting process, forced to deal with inconsistencies
any inconsistency identified in the employee data is anymore.”
removed and notified to the decision factors.
Additionally, the module removes the errors occurred Iulia Hurdubeţiu,
as a result of legal changes, thus ensuring the Director HR,
compliance with the applicable law. All the legal Continental Hotels.
updates are done in real time.

Overview on all the reports to ITM


The history of all the reports to ITM can be viewed
any time. The product provides advanced search
filters, enabling to find the needed information and to
minimize the routine time consuming tasks.

24 25
Features
Generating all the files that must be
n generated, including their related own
submitted to Territorial Working data;
Inspectorates, according to the Allows files checking - certain checking
n
applicable law (e.g. the registry in keys are provided, and the files will be
electronic format); generated only after the validation of all
Regularly generating the files related to
n the checking keys by the system;
the registry, according to the Ensures printing the inconsistencies or
n
specifications issued by Labor data that do not comply with the ITM
Inspection; specifications by using the report "Error
Exclusively generating files that include
n list" (e.g. checks if the employee's city
the changes occurred in the personal has a valid SIRUTA code or if the contract
data or the employees' contracts, as well termination reason complies with the list
as in the new employees' data - this is in the specifications);
possible thanks to the option to Generates a series of configurable
n
compare the data of the current reports that include the data reported to
situation with those of the last reporting the Territorial Working Inspectorate;
to Territorial Working Inspectorate; Ensures information security by
n
Defining different employers that can
n configuring user rights related to
be mapped to legal entities, locations, accessing and processing the data
business units or other organizations regarding all the employees or only
defined in Charisma HCM, individual certain employees.
records for every employer will be
Budgets

First of all, creating the budget


means planning the activities and
resources required for achieving the
business targets, an essential
element in reaching the desired
result. The lack of a tool to facilitate
the defining, planning and control
of the budgets on certain periods of
time can deprive the company of
the possibility to identify the cost
effective opportunities on time, as
well as a consistent view of the
financial and operational activity
any time.

Budgets module provides all the


necessary features to generate the
budgets for the Human Resources
Financial and Operational Benefits departments, starting from
planning the critical actions
Reduces the time assigned to routine tasks required to support the strategic
Budgets module provides useful real time reports and targets, such as ensuring the
information, instantly offering all the information competencies, and assessment and
needed to create, compare and assess the efficiency performance plans, to the
in executing the budgets specific to Human Resources operational tasks required to ensure
departments. Thanks to centralizing the information human resources, trainings or
personnel payroll and management.
into a single database, the personnel in Human
Resources departments saves important time, and is
able to focus more on efficient tasks.

Reduces the operational costs


The module eliminates the involvement of many
people in collecting the information and creating
updated reports and statements, thus eliminating
redundant and manual work occurred as a result of
the simultaneous use of multiple applications.

Reduces the data migration costs


Budgets module is an integrated part of an integrated
system, Charisma HCM, enabling the quick data
migration.

26 27
Features
Enables the configuration of budget
n total employee cost, location);
items - taxes, headcount, salary raises, Annual report for budget item
n
special clauses, etc.; variations (headcount, salaries,
Ensures budgets at employee level –
n bonuses, exchange rate);
ensures budgets on each HC, cost center, Next year budget vs. previous year
n
company, brand, location for each budget;
month of the budget year; Current year budget vs. current
n
Ensures a complete set of specific
n expenses;
reports: Next year budget vs. current
n
n Report for a budget year expenses.
(headcount, CC, title, taxes,
premiums, monthly base salary,
Dashboard

One of the main challenges of the


Human Resources department is to
retrieve from the entire database
some updated reports and
statements that accurately highlight
the progress and dynamics of
human resources, payroll budget,
and also the hours actually worked
by the company's employees.

Dashboard module is a powerful


business intelligence solution,
especially designed to achieve
relevant figures for the HR
departments in organizations of any
size or complexity. The module
monitors the operations and
efficiency of the company's
headcount through a set of
completely configurable financial or
non-financial indicators, that cover
all the aspects regarding the
employee status, the headcount
progress, the turnover on
hierarchical levels, the dynamics of
internal personnel turnover, the
headcount investments, the
efficiency of training programs and
other indicators specific to the
modern Human Resources
Financial and Operational Benefits departments.

Provides an overview
The module enables the analysis of key indicators,
providing a clear view based on updated information “Now I am able to respond to the
about the dynamics of human resources in management’s requests with any
organizations of any size or complexity. type of report within 10 minutes,
considering also the time needed for
Reduces the time needed to get an updated status
formatting.”
The module enables to quickly generate and access
numerous reports regarding the efficiency of the
Raluca Neculae,
Human Resources department.
Human Resource Director,
Eliminates human errors in the assessment process Euroweb Romania
The system provides users with updated, relevant,
detail, and real-time information.

28 29
Features
Provides recording, viewing, editing and
n and departments. This indicator can
deleting the data for the current year, be calculated by closed months;
based on which reports are issued; n The dynamics of the internal
Enables to calculate indicators or group
n personnel turnover for each
of indicators based on the input data; department: final number of
Enables closing the months by using the
n employees leaving the company,
option “Close month”; after this transfers between departments,
command, the values are displayed in promotions, suspensions, transfers
reports (these values can no longer be within the departments. This
modified). indicator can be calculated by
Provides users with:
n closed months;
n Input data and KPIs for the current Enables to identify the indicators by
n
year and grouped by closed name, label, group they belong to;
months; Retrieves the information that
n
n Analyzing the headcount current represent the basis for calculating the
status, calculated both as HC (total system indicators, based on forms -
headcount), as well as FTE (the changing the data automatically leads to
employees as fulltime equivalent). updating the indicator values;
The analysis can be shown by Enables adding new indicators according
n
departments and company; to the organization's specific needs;
n Monitoring the headcount Enables the configuration of
n
evolution for the current year, departments for which the data will be
calculated both as HC (total calculated and presented in reports;
headcount), as well as FTE (the Enables the configuration of reasons
n
employees as fulltime equivalent) based on which an employee is
and by closed months; promoted or transferred;
n Turnover status (number of Provides own standard and configurable
n
employees leaving the reports.
company/HC) on hierarchical levels
Statements

One of the main responsibilities of


the Human Resources department
is to manage all the documents and
reports required by the state but
also to maintain their compliance
with the applicable law. This
process does not accept human
errors; any document or report in a
different format other than that
provided by the state or that does
not include certain usual
information can lead to the
rejection of the reporting and thus
to the increase of time allocated to
this process.

Statements module facilitates and


automates the so important but
Financial and Operational Benefits time consuming tasks for uploading,
checking and generating all the
Eliminates the parallel operations in multiple statements to the state budget -
information systems CAS, Unemployment, FNUASS,
All the software applications provided by the state for Health or ITM fee. Perfectly
submitting the mandatory statements to the state adapted to the applicable law and
natively integrated with the other
authorities (REVISAL, VERANEXE, IVG, DECLSOM, etc.)
modules of Charisma HCM suite,
can be replaced by a single user-friendly and easy-to-
Statements module significantly
use application.
reduces the operational costs and
human errors in the process of
Significantly reduces the time needed to generate
reporting to the state.
reports for the state budget
Automatically generates the reports and instantly
identifies the changes registered from one month to
the next. “ The automatic calculation of sick
leaves is a great advantage, and
Eliminates human errors in the reporting process
also that we have implemented
Thanks to retrieving the data directly from the system
real-time legislative changes.
database that includes the updated status of the
Reducing so much time needed for
organization, the product eliminates the potential
the accomplishment of these
human errors that occur in the process of manually
activities, we can now focus on staff
transferring the information from one system to the
development activities.”
other.
Liliana Niţu,
Eliminates the errors occurred due to legal changes HR Manager,
The module ensures the compliance with the Compania de Librării Bucureşti.
applicable law; the legal updates are done in real-
time, without disrupting the company's operations.
30 31
Features
Enables generating all the mandatory
n the checking keys by the system;
statements to the state budget such as Ensures information security by
n
CAS statement, UNEMPLOYMENT configuring user rights related to
statement, HEALTH statement, FNUASS accessing and processing the data
statement or ITM fee statement; regarding all the employees or only
Ensures exporting and printing the
n certain employees;
statements in the format required by Allows archiving the statements, while
n
law; the user can access the statements
Allows file checking - certain checking
n submitted in the previous months at any
keys are provided, and the files will be time.
generated only after the validation of all
Training

The specialization and development


of competencies is one of the main
non-financial elements of
motivating the employees.
Furthermore, the training has
become a necessity, a mandatory
task for the healthy long term
development of the company. The
reasons for which the Human
Resources departments in large
organizations or in emerging
Financial and Operational Benefits companies resort to specialized
courses are based on identifying
Provides centralized control of the training plan their own organizational needs. Due
The module allows defining a configurable format for to these reasons, training is one of
the most profitable investments, as
the training plan at organization level, as well as the
one can have the certitude that it
appropriate filling in with data about the training
can be found in the quality of
demand and offer. Furthermore, the product manages
people and in the compliance with
all the aspects related to logistics, planning, data the company's professional
consolidation, developing an efficient process in what standards.
regards quality, costs and deadlines.
The training module ensures the
Decreases the response time to training requests increasing of efficiency of all the
The module automates the training process, enabling training operations, beginning with
much faster information transfer between the internal process of planning the training
customers and the Human Resources department and needs for every employee, team or
enabling access to an updated database of employee department, assessing the best
competencies, already taken courses, suppliers and training programs and their
suppliers, centralizing the training
training programs. Thus, the reaction time of the HR
periods, the effective execution and
department to any training request from the
the assessment of the results. The
organization significantly decreases.
module is a basic part of Charisma
HCM suite, having major impact on
Optimizes the training process
managing the talents and
The module provides monitoring and reporting tools
competencies of the organization.
regarding the training process, allowing the
identification of weaknesses and their remedies.

Reduces the administrative tasks


Enables to spend more time on strategic operations,
by automating many routine tasks involved in the
training process ran at company level.
32 33
Features
Allows a configurable format for the
n Enables querying and using the training
n
training program and populating it with plan by all users, which will reduce the
data regarding the training offer and needed to run training sessions;
demand; Enables standardized and automatic
n
Creates and plans the training sessions
n preparation of the dashboard related to
characterized by: duration, number of the training process, a feature that
attendees, attendance, room, trainer, replaces numerous manual operations
course support, start/end date, training and entries;
methods, assessment, etc.; Provides interfaces in many
n
Manages the training offer, enabling to
n international languages;
set and detail the training areas (foreign Provides a set of reports specific to the
n
languages, engineering, design, etc.); training process, reports centralized or
Covers the logistics of training plans
n set by certain areas, departments, titles,
(bookings and the rooms' usage, manual etc;
requisition, course attendance, Includes the possibility to access the
n
assessments after the course, etc.), thus training history for a certain person, for
contributing to minimizing the time certain persons within a department,
spent on issues related to logistics; trainings in a particular period, test
Allows consolidating data regarding the
n results, etc.;
training needs from departments or Includes the possibility to automatically
n
branches, including information such as call by e-mail the persons enrolled to the
number of persons and training hours training;
per each person, training type, as well as Enables monitoring a set of indicators
n
the assignments per day, hours, persons; specific to the training process: average
Automates certain tasks of the training
n monthly attendance, number of persons
plan, ensuring: who have attended the training, access
n Reducing the duplicate records and rate to the training, training hours,
the number of exchanged e-mails; absences, training hours per person,
n Rapid information dissemination percentage of men and women that
(planned sessions, session have attended the training, actual hours
attendance ratio); on age, personnel or training category.
Alerter

Alerter module notifies the events


or actions that need to be
performed in a given time interval.
The alerts are perfectly
configurable, and can be created
and read only by users with certain
rights, according to the internal
organization policy. Integrated with
Charisma HCM suite, the module
retrieves any type of system
information, keeping the
responsible persons alerted on the
company's major events.

Financial and Operational Benefits


Minimizes the delays
The module sends alerts in due time regarding certain
tasks and events that need to be taken care of. Thus,
the delayed or forgotten major events for employees
will belong to the past from now on.

Reduces the costs


Thanks to removing the penalties that could occur for
not performing certain tasks in due time, the system
contributes to minimizing the non-quality costs.

Reduces the time allocated to plan the tasks


The option to determine automatic alerts reminds all
users about certain tasks that need to be performed,
as well as their deadlines.

Increases employees' satisfaction and motivation


The module enables to congratulate the employees
on personal events such as birthdays, marriage,
child/husband/wife anniversary, employment
anniversary date with the company or any other type
of alerts.

34 35
Features
Enables complex messages that can
n Employees whose trial period or
n
include both standard elements and temporary trial period contract
specific information retrieved directly terminates in the next 20 days;
from Charisma HR application; n Employees who complete two
Ensures retrieving the information
n years from the suspension of the
directly from Charisma HR system; child care contract in the next 30
Automatically sends messages via e-
n days;
mail or SMS to certain persons, on HR supervisor - Daily activity report
n
certain events; for checking the data entered into
Enables fast and easy use through an
n the system during one day;
user-friendly interface; HR:
n
Enables setting the frequency an alert
n n Employees' children who turn 18
will be sent; in the next 30 days;
Addresses the users in departments
n n Deductions for other persons in
such as: care that terminate in the next 30
n IT, security, top management: days;
n Employees that will leave the n Employees whose medical exams
company or get hired in the next end dates in the next 30 days;
7 days; n Interviews scheduled for the next
n Employees that will change their 7 days;
position in the next 7 days; n Training sessions scheduled for
n Middle Management: the next 7 days;
n Employees who celebrate a n Actions scheduled for the next 7
certain event in the next 7 days: days (e.g. certificate approval);
birthday, marriage, n Changes that affect the payroll
child/husband/wife birthday; process.
Clocking In

At present time, the largest HR


expenses at organization level are
directly or indirectly routed to
manage the employees' working
hours. This process is supported by
the fact that eliminating human
errors in recording the worked
hours can lead to the significant
reduction of errors in the payroll
calculation.
Financial and Operational Benefits Clocking In module is an extremely
useful tool that gathers in a simple
Reduces the time needed to record and review the and fast manner, via Internet, the
timesheets with up to 80% timesheets from the employees
The review of a timesheet lasts about 6 minutes. This distributed in the territory. The
product brings in the advantage of
time can be reduced to approximate one minute with
filling in all the information in a
an automatic system.
single place, directly into the
Significantly reduces the operational costs database, and this information
By reducing the time needed for the salary calculation reaches in real time the monthly
based on the timesheets or reducing the time needed timesheet that is to be validated by
an user with special rights.
to assign the time shifts to employees, Charisma
significantly reduces the operational costs, while
improving the company's efficiency.

Reduces errors regarding the free hours recording


The solution minimizes the factors that affect the
normal working hours, such as extended lunch,
delays, leavings before end of business that can reach “Discussing with colleagues, I have
up to 4.08 hours per week, according to the American concluded that Charisma HCM is the
Payroll Association. The system highlights and records most complex and stable tool that
delays, absences, as well as incorrect entries.
you can use to shape as many
Overview of the costs, revenues and profitability human activities as you wish,
The solution enables comparing the working volume including the organizational
with the salary budgets both at company level and development.”
project, department, cost center or customer level.
You can perform regular, detail performance analysis Andreea Tănase,
such as worked hours vs. standard working hours, HR Manager,
billable hours vs. spent hours, providing the decisional PayPoint Romania.
personnel with a consistent, updated view of the
efficient or inefficient areas of the organization.
36 37
Features
Enables the direct filling in of the
n in a single day, while each cost center
timesheets by the responsible persons can have assigned multiple locations;
using an unique source accessible via Defines the cost centers based on which
n
Web, by using a configurable timesheet; the timesheet will be recorded;
Ensures checking the timesheets, while
n Ensures data security by defining three
n
the errors being notified with alert types of users with recording, checking
messages. These can be corrected by and supporting rights in the timesheet
the user, and the timesheet submission process;
is not possible until all the alerts are Enables archiving timesheet data on an
n
cleared; user-defined period;
Consolidates all the timesheet
n Generates a series of timesheet reports,
n
information, the module enabling an whose format is similar with the
additional check of the data once they timesheet. When running the report,
are received at the headquarters. In case one can select the period, as well as to
these are rejected, it can be sent back to apply some filters such as: brand, first
the responsible person for review; name and name, cost center, location.
Enables entering various types of hours
n
© TotalSoft 2010

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www.charisma.ro

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