Session 2

INTRODUCTION TO HUMAN CAPITAL MANAGEMENT WITH HRIS

HR Module
Human Resources

The HR application module supports the business activities associated with Personnel Administration and Personnel Planning and Development

2007

HR Applications
Personnel Planning & Development

Organizational Management

Payroll Accounting

Personnel Management

Time Management

Organizational Management
Organizational Management: Object types Reports
Organizational Management

Personnel Planning & Development

Payroll Accounting

Personnel Management

Time Management

OM Master Data Elements

Person(s) Assigned

Organizational Unit(s) Assigned

Job Assigned

Position

Cost Center Assigned

Qualification(s) Assigned

Attributes of Positions (Example)

Milind Soman
Person ID: 12345 Assigned: 100% 8/6/07 12/31/07

Alpharetta ES

Munich Trade Fair

Marketing Executive

Position Begin: 1/1/2006 End: 12/31/9999

Cost Center: 5XXX000010

Mech. Eng German Business

Organizational Management: Reports

The following are examples of Organizational

Management reports:

Organizational plan Job index Open Positions Position Descriptions Qualifications

Personnel Planning & Development

Personnel Development: Qualifications and requirements Career and succession plans
Personnel Planning & Development

Organizational Management

Reports

Payroll Accounting

Personnel Management

Time Management

Personnel Planning & Development: Personnel Development

Personnel Development enables a business to link

current and future work requirements with employees skills, qualifications, and preferences

2007

Personnel Planning & Development: Reports

Personnel Development Reports

Personnel Management
Personnel Management: Employee Master Data Employee benefits Employee separations Information systems Employee benefits Reports

Organizational Management

Personnel Planning & Development

Payroll Accounting Time Management

Personnel Management

Personnel Management: Reports

The following are examples of Personnel

Management reports:

Master Data List report Master Data Statistics report Infotype log

Time Management
Time Management: Work schedules Time records Attendance and absence records Attendance and absence quotas Error corrections Reports

Organizational Management

Personnel Planning & Development

Payroll Accounting

Personnel Management

Time Management

Payroll Accounting

Payroll Accounting:

Gross payroll Net payroll

Payroll Run Payroll Accounting Reports

Organizational Management

Personnel Planning & Development

Personnel Management

Payroll Accounting
Time Management

Payroll Accounting

The Payroll Accounting applications primary function is to compensate employees for completed work
Gross Deductions Net Payment

Session 3
30

OrangeHRM Project Overview

What is OrangeHRM?
31

OrangeHRM is an Open Source Project which is a web-based product that resolves the management of Human Resources of a company. OrangeHRM is developed as an Open Source Project and licensed with GPL (General Public License). You can download the latest source code, installation guide, and user guide from the following URL:

http://www.orangehrm.com/download.php
OrangeHRM installation requires: Apache HTTP Server 1.3 or later MySQL 5.0 or later PHP 5.1 or later A demo of OrangeHRM can be accessed via the below URL:

http://www.orangehrm.com/demo.shtml

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OrangeHRM Login
32

User ID: demo Password: demo

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OrangeHRM - Features
33

The following modules are available in OrangeHRM:

Administration Module (Admin) Personal Information Manager Module (PIM)

Employee Self Service Module (ESS)

Reports Module Leave Module Time and Attendance Module (Time) Benefit Module Recruitment Module
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OrangeHRM Admin Module

34

The Admin module allows you to:

Define Company Info (General Information, Company Structure, Locations) Define Job information (Job titles, Pay Grades, Employment Statuses, EEO Job Categories) Define Qualification Information (Education, Licenses) Define Skills (Skills, Languages) Define Memberships and Membership types Define Nationalities & Races Define Users Configure and subscribe for E-mail Notifications

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OrangeHRM Admin Module Admin Module

35

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OrangeHRM PIM Module

36

The Personal Information Manager Module

allows you to provide:

Personal information (Date of birth, SSN, nationality, ethnic race etc.) Color picture Contact details Emergency Contacts Dependents Immigration details (Passport & Visa info) Job information Payment details (Pay Grade & Salary) Employee reporting structure (Assign Supervisor) Work Experience

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OrangeHRM PIM Module

37

The Personal Information Manager Module allows you

to provide: Education details Skills Assign Languages Assign Licenses Assign Memberships Attachments Define employee id (which was previously auto generated) Display more employee details in the employee list Search with more fields

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OrangeHRM PIM Module

38

PIM Module

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OrangeHRM ESS Module

39

The Employee Self Service Module allows :

Employees of the company with the ability to view

and update personal information The functionality of this module spans through the entire system, making information available anywhere, anytime. All information is subject to company defined security policy, where everyone can only view the information for what they are authorized to do.
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OrangeHRM ESS Module

ESS Module 40

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OrangeHRM Reports Module

41

The Reports Module allows you to: Define Reports

View Reports This feature produces customized reports according to

user needs. Any number of reports can be defined by selecting from a range of search criteria and report fields. Report definitions can be saved to avoid repeating this task. Once the report definition is saved, the report can be generated by providing the required criteria data
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OrangeHRM Reports Reports Module Module

42

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OrangeHRM Leave Module

43

The Leave Module allows you to:

Define Leave Types View Leave Summary of all employees in one screen

Define Days-off (weekends and specific holidays)

Apply for and assign continuous leave Receive auto notification e-mails after performing

leave related operations Caters for all application and approval processes and is able to display information on leave entitlement, balance, history etc
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OrangeHRM Leave Module Leave Module

44

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OrangeHRM Time Module

45

The Time Module allows you to:

Define employee timesheets

Print employee timesheets

Define work shifts Administration and management of

your own and your subordinates timesheets

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OrangeHRM Time Module

Time Module
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46

OrangeHRM Benefits Module

47

The Benefits Module allows you to define:

Health Savings Plan

Define HSP Employee HSP Summary HSP Payments Due HSP Expenditure HSP Request Payroll Schedule Add Pay Period View Payroll Schedule

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OrangeHRM Benefits Module

Benefits Module
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48

OrangeHRM Recruitment Module

49

The Benefits Module allows you to :

Post the job vacancies View Applicants Schedule Interviews View the history of events and their details

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OrangeHRM Recruitment Module

Recruitment Module
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50

OrangeHRM Questions
55

#1

1. You have been selected as a project lead to choose

a HRMS system. But no requirements given. How do you plan to go about evaluation? 2. What are test scenarios? How do you convert them into meaningful test cases? 3. Why do you need a test plan? 4. With whom do you need to review the test cases?

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Session 4
THIS IS A PRACTICAL SESSION

You will require these credentials

URL: http://www.crmps.com/blt/index.php User ID: admin Password: b@$$erina13

What you have to do?

Go through this portal Identify all the areas of HRIS we spoke about in the

last session. Map them with this. Questions will be shown on the next slide, find out answers

Questions

What is the Tax ID of this company? What are the three different locations of this company? Explain the Organization Structure. How many job titles are present? What is the JD of Executive HR? Mention any 4 What is the salary range for Manager grade? What are the three different employment status used in this company? What do you mean by Job categories? How many skills are mentioned in Skills Inventory? What is meant by Custom Fields? Generate a sample PIM report? Can you modify? What are the different leave types? How is it ensured that male members will not be able to avail maternity leave? How many vacancies are available? What are the KPI for Manager HR? Mention any 4 Add-on modules of OrangeHRMS

Session 5

ORANGEHRMS

Company Structure

Step 1
Enter the company details Create User (admin user) use your name Create Job specifications These are the levels that you will create
Leadership Senior Management Managerial Executive and Clerical Contract Employees

Step 2
Create Job Titles

While creating this you may also create first Pay Grades

Pay grades would be L (55l to 65l), SM (40l to 50l), M (20l to 30l) E (5l to 8l)

Job Titles would be CEO, Different GMs, Manager, Asst. Manager, Executives, Clerks and Contract Employees Choose appropriate Job Specification abd Salary band Provide Job Description

Create a new employment status and/or modify To do: Create company structure, Location and Company

Property

Step 3
Add qualifications as appropriate Add licenses such as CA, ICWA etc Identify some of the skills required and fill up the

data (such as negotiation, relations etc) Add languages such as English/ Hindi etc In this tutorial we will not use nationality/race and memberships

Step 4
Add a couple of fictitious customers Add a project associated with customers If any of your projects have any well defined steps of

activities then they may also be added

Step 5
Populating Data or Importing You may use following method to import data in HRMS, alternatively, populate the data as mentioned in the organization chart To import employee data in the system, you need to define the import method first Select Define Custom Import and choose following fields:

Lastname, firstname, Homephone, Mobilephone, workemail, street1, street2, city, state, zip, gender in this precise order Save this by giving an appropriate name Create a CSV file with all these details Import the data Assign or change appropriate parameters

Step 6
Creating Custom Fields Create a Custom field with a drop down menu for Harassment Training. The drop down menu should have Yes and No option

End of Tutorial One

Session 6, 7 and 8
WITH THE AVAILABLE DATA CREATE A DEMO HRIS FOR COOL COLORS PVT. LTD

Session 9

Performance Management System

Study the case given for PMS Follow the instructions given in the document to

generate PMS for this company.

Session 11
RECRUITMENT AND SELECTION

Creating a Portal
You will create a recruitment and selection portal in

this exercise. Follow these steps:

Identify any 5 vacancies Identify person specifications Generate these vacancies on the portal Ask your colleagues to visit the portal and respond for these positions Once they respond, follow through the selection process of short listing, interview 1, interview 2 and job offer etc

Session 12 and 13
CASE STUDY OF USING AHP FOR SUCCESSION PLANNING

Session 14, 15
HRIS PLANNING

Outline of this lesson

76

Introduce HRIS Planning Identify Key Steps in the Planning Process

Developing an HRIS: Planning and HRIS Development Project 77

Planning

Analysis Design

Implementation

Maintenance

Planning
78

Information Planning Systems Investigation

HR Information Planning
79

Development of long-range strategy Better utilization of HR/IS resources Better performance of HR functions

HR Information Planning Steps

80

Develop overall objectives Identify HRIS project(s) Set priorities and select projects Analyze resource requirements Set schedule and deadlines Develop the HRIS plan

HRIS Plan: Deliverable

81

Executive Summary General Conclusions Overall Objectives Analysis of Existing/Future HRIS Projects Project Selection Schedules & Deadlines

HR Systems Investigation
82

What problems might a new or enhanced HRIS solve? What opportunities might a new or enhanced HRIS

provide? What new hardware, software, personnel, databases, or procedures will improve an existing system, or are needed in a new system? What are the potential costs? What are the associated risks?

Investigation Steps
83

Form an Investigation Team Strategic Planning/Environmental Assessment Feasibility Analysis

Goals for System Development/Critical Success

Factors Systems Investigation Report Top Management Sign-off

Selecting an Investigation Team

84

HR personnel IS personnel Users

Consultants
Top management

Systems Model of Organizational Functioning: Aligning 85 Strategies

External Environment

Government, Technology, Labor Market, Societal Concerns, Productivity Competition, HR State of Art HR Mgt System
Services Profit
HR HRIS

Feedback

Orgl Goals

Strategic

System

Mgt

Functions

ROI

Morale

Environments of Organizations
86

External: Socio-Economic External: Task Internal: Company

Socio-Economic Environment: Social

87

Demographic changes Increasing cultural diversity

Changing work ethic, values

Crisis in training Life style issues

Socio-Economic Environment: Economic

88

Downsizing Business cycles

Job gains and losses

High-tech economy Shift to service from manufacturing

Health care cost explosion

Tax rate, inflation, falling real wages

Socio-Economic Environment: Political

89

Governmental regulations Infra-structure

Democratic reforms
European Community, NAFTA, explosion of

free-market in southern China.

Socio-Economic Environment: Legal

90

Customer protection

Employee protection
Company protection Litigious society

Anti-trust regulation

Task Environment
91

Global Competition Local, Regional,

National Competition Industry changes Suppliers Customers

Company Environment
92

Employees Management

Unions
Organizing Productivity

Total Quality Management (TQM)

Quality of Work Life (QWL)

Creating a Competitive Advantage: Some Examples

93

Enhance existing products and services Develop new products and services Change the existing industry and its characteristics

Create new industries or markets

Keys to Sustaining Competitive Advantage 94

Is the resource...
Valuable?
Rare? Imperfectly imitable?

Non-substitutable

Justifying an HRIS: Feasibility

95

What problems will automation eliminate or reduce? How much will automation/HRIS cost? What benefits can we expect?

What level of computer expertise exists in the HR

dept.

Justifying an HRIS: Feasibility

96

Technical Feasibility Economic Feasibility Operational Feasibility

Schedule Feasibility

HRIS Enhances Productivity

97

Increases work force quality

More appropriate hiring, better T&D, improved retention of desired employees Controls expenses More thorough salary/benefits administration tracking & analysis, training & development, ad hoc reports for queries, more user independence Eases regulatory compliance

Project Planning
SESSION 17 AND 18