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Sentrifugo User Guide - Pragmatic HR

1. CB O Ke Ka A dr M ml Dashboard Manage Modules Site Human Resource Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal 4 Click Here to Hide Menu Home gt Organization gt Organization Info b Business Units Departments B Organization is not added yet Please click here to add Organization Structure d Organization Hierarchy Announcements SHORTCUTS Figure 17 Sentrifugo 2014 All Rights Reserved Page 17 of 98 ei Sentrifugo E ia Yass open source HRMS e Enter the required details f Upload your organization logo g Click on Save to add the organization Refer Figure 18 ob Click Here to Hide Menu D Home gt Organization gt Organization Info gt Edit Business Units Organization Website Organization Started On Ee Total Employees Departments Soild Yv Organization Structure Organization Hierarchy Primary Phone Number Secondary Phone Number Fax Number Country Announcements v Add Country SHORTCUTS ere amp State City Main Branch Address Address 1 4 Andhra Prades v Hyderabad v e ats Add State Add City Address 2 Organization Description Domain Upload Organization Logo 2 Upload Logo Figure 18 Sentrifugo 2014 All Rights Reserved Page 18 of 98 How to Add Business Units Click on Organization in the top menu The left side panel will display the submenus Click on Business
2. Sentrifugo 2014 All Rights Reserved Department Department 1 Business Unit Business Unit 1 L1 Manager Manager f By Question KKK kkk Kk Page 97 of 98 Sentrifugo ai e Ka open source HRMS Employee Status Management will be able to view the feed forward status of all the employees Click on Performance Appraisal in the header Click on Feed Forward in the left side menu Click on Employee Status in the submenu links Select a process to Feed Forward details in the dropdown The employees of the selected process along with their Feed Forward status will be displayed OD Oo CO Oo Refer Figure 127 OD Fe TT Ce EN A d i Dashboard Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Feed Forward gt Employee Status D Help GE Pin to shortcuts nitialize Appraisal Feed Forward m d Feed Forward Status Manager Appraisal Manager Status Employee Status Self Appraisal 2014 2015 Quarterly Q1 Business Unit 1 Support My Team Appraisal Emptoyee 1 Se Feed Forward Pending employee ratings Pending employee ratings Questions nitialize Feed Forward Appraise Your Manager Manager Feed Forward Figure 127 Sentrifugo 2014 All Rights Reserved Page 98 of 98
3. Positions Medical Claims Disability Details Figure 15 e To enable specific tabs for employees check individual checkboxes with respect to desired tabs f To enable all the tabs for employees check Check All checkbox g Click on Save to save the changes Refer Figure 16 8 cic Li E U Employees Home gt Employee Configurations gt Human Resource LOVEE Tops AOO User Management EMPLOYEE CONFIGURATION oliday N Kat K Holiday Management Wl Personal Details Communication Details s i Employee Skills V Employee Job History Leave Management V Experience Details Education Details kl Employee Leaves V Employee Holidays Employee Configurations wl Salary Account Details _ Performance Appraisal _ Pay Stips _ Benefits wl Training amp Certification Details kl Medical Claims V Disabitity Detaits V Dependency Details wl Visa And immigration Details kl Corporate Card Detaits Work Eligibility Detaits V Requisition Details Employment Status Remuneration Details V Security Credentials Additional Details Pay Frequency Remuneration Basis Job Titles Positions Figure 16 Sentrifugo 2014 All Rights Reserved Page 16 of 98 Do You Want to Add an Organization Click on Organization in the top menu The left side panel will display the submenus Click on Organization Info So ow Click on Click Here link in the right side panel Refer Figure 17
4. Active In active Not Available Sentrifugo soAjeuy 2 bi d O A CD 9 E Bal Lei Ei e 5 Figure 25 Sentrifugo 2014 All Rights Reserved Page 22 of 98 Sentrifugo open source HRMS et Ka Do you want to Add Roles amp Privileges Click on User Management in the top menu The left side panel will display the submenus Click on Roles amp Privileges Click on Add button in the right side panel So ow Refer Figure 26 GE O Ke sce d ZS a m ar Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu G Pin to shortcuts ROLES amp PRIVILEGES d CG D Employees Home gt Human Resource gt User Management gt Roles amp Privileges User Management b Manage External Users Action Role Name Role Type Role Description Group Holiday Management e Lg Management Management Management Leave Management lg Employee Employee Employees Employee Configurations ogg HR Manager HRManager HR ex LG Manager Manager Manager SHORTCUTS ii Executive Executive Employees Figure 26 Sentrifugo 2014 All Rights Reserved Page 23 of 98 Jg l Sentrifugo KPY open source HRMS In the Add page select a role group Enter the role name role type and role description if necessary Check the checkboxes against the necessary menu item s Upon check
5. All Rights Reserved Page 5 of 98 In the Organization section provide organization information g Enter the information of the organization h Click on Add Country to add the required country i Click on Add State to add the required state j Click on Add City to add the required city k Click on Save to save the organization information For further understanding refer Figure 3 wl k a Sentrifugo Waa open source HRMS 4 Back To Site Configuration Wizard allows you to configure settings that reflect requirements unique to your organization and make your application ready to use g i GE Sentrifugo Kac open source HRMS Configure Organization Information Organization Website s Example www example com S S z SS Total Employees Primary Phone Number SA Or Geselecting tnem 51 100 v Fax Number Country Q India Add Country h GE City Main Branch Address Hyderabad v Add City FE eferences Address 2 Organization Description K Upload Organization Logo Q Domain Organization Upload Logo Provide your organization de E NAI k information to get your system ee lt rev Figure 3 Sentrifugo 2014 All Rights Reserved Organization Started On 17 08 2008 Secondary Phone Number a State Andhra Pradesh WW Add State 1 Address 1 Page 6 of 98 Sentrifugo open source HRMS GC BU What Can be done with Sentrifugo s Dashboard Dashboard is a
6. Ke 2A Site Human Resource Configuration Resource Employee Self Requisition Service Home gt Settings gt Shortcuts va Drag amp Drop the selected menu to the below box ao Berde Settings D Change Password kaa is Mail Settings Figure 63 Sentrifugo 2014 All Rights Reserved ea Configuration Wizard i Super Admin e D Cee bea Background Service Request Perfo Checks Ap Mail Settings Change Password Take Tour Upgrade Application Logout fou can configure upto 16 shortcut icons Page 50 of 98 Want to Configure Service Request Click on the Service Request in the top menu The left side panel will display the submenus Click on desired submenu Click on Add button on the right side panel Enter the Required details Click Save button to add the details mm OD OO oO o For further understanding refer to Figure 64 which explains about adding Settings OS O TT Gi EN 4 mi eet Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Configurations Home gt Service Request gt Configurations gt Settings Pin to shortcuts Categories ae A b Request Types sie les d GD Action Business Unit Department Applicability Category Attachment Description eo Lg Banajara Hills No department Business Unit wise General admin No SHORTCUTS CG D
7. Em g oO 7 a D w D I Semeeen Human Resource Resource Employee Self Background Service Request Perfo Requisition Service Checks Ap Dashboard Manage Modules Site Change Password Configuration Mail Settings Organization Info Home gt Settings gt Shortcuts Take Tour Business Units Upgrade Application Departments ZS Logout Organization Structure few Profile EE W Drag amp Drop the selected menu to the below box Organization Hierarchy Departments Announcements 2 SHORTCUTS Settings Change Password SA e fou can configure upto 16 shortcut icons Mall Settings Cancel Figure 60 Sentrifugo 2014 All Rights Reserved Page 48 of 98 Sentrifugo open source HRMS et Ka You can also create Shortcuts as you browse through the application p Click on a desired module in the top menu q Click on the desired submenu in the left side panel r Click on Create Shortcut in the right side panel For further understanding Refer Figure 61 which explains about creating a shortcut as you browse through the application CRs O Ke TT Ka 35 dr 2 3 mi Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Service Request Performance Analytics Configuration Requisition Service Appraisal Click Here to Hide Menu Configurations Home gt Background Checks gt Configurations gt Screening Types Dk Pin to shortcuts e KEES SCREENING TYPES Add GP Agencies Screening Scree
8. Employee Configurations gt Job Titles ER Pin to shortcuts User Management JOB TITLES IV CG D Holiday Management Action Job Title C Titi Job Description Min Experience Required Job Pay Grade Code Job Pay Frequency Comments Leave Management obp Software Engineer A Monthty Employee Configurations ofa Team Lead A team Leader B Monthly Employee Tabs Employment Status CP Records per page Pay Frequency Remuneration Basis Positions Figure 77 Note You can only enter job titles that are existing in the application Sentrifugo 2014 All Rights Reserved Page 59 of 98 i Position l Click on Human Resource in the top menu lI Click on Employee Configurations in the left side panel III Click on Positions link IV Click on Add button to add the desired position V Use the Position to fill in the import excel VI Please make sure that Position should fall under the Job Titles entered in import excel Refer Figure 78 SE O Ke en 2 Oi EN S mi Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Positions E gt Pin to shortcuts User Management POSITIONS IV GD Holiday Management Action Job Title Description Leave Management er LE PM Project Manager Employee Configurations er Lg Team Lead Employee
9. o6 Monthly MON Employee Tabs z o6 On Demand OD Employment Status CP Records per page 20 v Remuneration Basis Figure 87 Note You can only enter Pay Frequencies that are existing in the application s Enter the employee Salary l This field is not mandatory Refer Figure 88 S T U Pay Frequency Salary Figure 88 Sentrifugo 2014 All Rights Reserved Page 65 of 98 E GC Sentrifugo Vas open source HRMS Performance Appraisal Performance Appraisal is a systematic evaluation of performance of the employees and to understand the abilities of a person for further career transition It is generally done by the supervisors based on measuring criterion such as parameters questions ratings and more In Sentrifugo the appraisal is configured for an entire business unit or for a specific department in a business unit To configure the appraisal process first the appraisal settings for the selected business unit or department must be configured Sentrifugo 2014 All Rights Reserved Page 66 of 98 E i e Sentrifugo open source HRMS Appraisal Settings Appraisal Settings set the mode and ratings for the selected business unit or department The appraisal mode can be quarterly half yearly or yearly The ratings can be 1 5 or 1 10 depending on the appraisal architecture of the organization Ratings are provided with description signifying each ratings definition in the appraisal process Click on Per
10. open source HRMS S How do set Cron Jobs You should have received an email upon successful installation of Sentrifugo a Copy the link in the Cron Job section in the email The first link in the Cron Job section is used to send application related emails to the employees c The second link is to send emails to the employees to intimate them regarding the expiration of their identity documents d Configure the Cron Job in your server to execute it periodically Refer Figure 68 Cron Job Regards Sentrifugo Figure 68 Sentrifugo 2014 All Rights Reserved Page 54 of 98 How to Download Import Format Click on Human Resources in the top menu Click on Employees submenu on the left side panel Click on Import Format link above the employee details grid on the right hand side p o D For further guidance click on Help link Refer to figure 69 C A Ke TT an EN C Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Home gt Human Resource gt Employees E Pin to shortcuts User Management mport Employees Import format Help 2 desen Holiday Management Cc d Leave Management EMPLOYEES Add G Employee Configurations Action First Name Last Name Employee ID User Status SHORTCUTS Ben ben t example com EMPP0007 Active Jackson jackson a example com EMPP0022 Active Figu
11. Appraisal gt My Team Appraisal Search Employee Employee 1 EMPP0013 Manager KPI Skill set Question Projects Work areas have worked on Personality The qualities traits that you have honed in the past one year Skills The skill sets that you have worked on Additional activities Any cultural activity Initiatives New Technologies skills learn and implemented What are the new Employee 2 EMPP0G30 Software Engineer Employee 3 EMPPG014 Software Engineer Employee 4 EMPPOO15 Software Engineer Sentrifugo 2014 All Rights Reserved Resource Requisition Employee Self Service Service Request om Click Here to Hice Menu n from shortcuts Heip Ge Unp L1 Manager Overall Rating Appraisal Status Employee Rating Comments you have excelled eee you have excelled 3 et Expectations you have excelled you have excelled L1 Manager Overall Rating Appraisal Status Fencing Li ratings Appraisal Status Pending emplovee ratinas Appraisal Status Pending employee ratings Figure 118 Page 90 of 98 Jg l GE Sentrifugo Ka open source HRMS Self appraisal is displayed to all the employees as each and every employee is subject to appraisal process Here the employees will provide self appraisal details such as ratings and comments Upon completion of self appraisal their appraisal will be visible to their line managers for further ratings and comme
12. Employee Employee HR manager Employee Software Engineer Manager Software Engineer System Admin Software Engineer Software Engineer Employee Employee Employee Audit Logs 4 Back to Analytics el 2 Service Request go 4 Back to Dashboard Export to PDF Export to Excel Reporting Manager Anderson neo Paul Paul Paul James James jacob kiran Manager jacob Paul Sharon jacob Thomas Anderson neo Anderson neo Anderson neo Adams Jennifer reciever and manager Anderson neo Job Title Software Engineer Manager Manager Managing Director Team Lead Quality Analyst Manager Software Engineer Software Engineer Manager Software Engineer Quality Analyst Manager Team Lead System Admin Software Engineer Software Engineer Quality Analyst Software Engineer Quality controller Page 1 of 2 Page 46 of 98 Position Sr Employee Manager Manager MD Lead Employee Manager Sr Employee Sr Employee Manager Sr Employee Employee Manager Lead Sysadmin Sr Employee Sr Employee Employee Sr Employee Sr OC ei Sentrifugo E ia Yass open source HRMS Where can you View Activity log Click on Logs in the top menu The left side panel will display the submenus Click on Activity log View the logs of all the activities in the right side panel a b C d e Refer Figure 57 O KA FT Ki db E ZS 3 al Manage Modules Site Organization Human Resource Resource
13. Ha i E Geh M e i nan g Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Manager Status Initialize Appraisal Business Unit emm Department d Manager Appraisal Status E Manager Appraisal Sancta Clara Select Department Sele ct Appraisal Status v Employee Status Quarterly Appraisal Q0 2015 Self Appraisal Manager My Team Appraisal ompleted Feed Forward Figure 116 Sentrifugo 2014 All Rights Reserved Page 88 of 98 GG Sentrifugo Ka open source HRMS Employee Status HR and Management roles will be able to view the employee appraisal status Click on Performance Appraisal in the header Click on Employee Status in the left side menu Select the Business Unit Select the Department Select Appraisal Status if required mm D OO Oo D Employees and their appraisal status will be displayed Refer Figure 117 E O th KA Z db E ZS IL V Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home 3 Performance Appraisal gt Employee Status Initialize Appraisal Manager Appraisal Business Unit ess C Department d Appraisal Status emm E ibl
14. Hide Only the feedbacks will be displayed Enable to The Management will determine if all employees can appraise their managers or only the employees eligible for appraisal Appraisal Employees All the employees eligible for appraisal process can appraise their managers All Employees All the employees in the organization can appraise their managers Due Date The due date is for closing the Feed Forward process for employees Configure Questions All the questions added by the Management will be displayed If more questions are to be added Add New Question link is also provided Click on Performance Appraisal in the header Click on Feed Forward in the left side menu Click on Initialize Feed Forward in the submenu links Click on Add in the right side grid Gao o mm Refer Figure 122 CR Ha E 43 n V i Dashboard Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Feed Forward gt Initialize Feed Forward Help PE Pinto shortcuts Initialize Appraisal Manager Appraisal INITIALIZE FEED FORWARD d GD Manager Status Action Business Unit Department Financial Year Mode Period Due Date Status Process Status Papas eos oka Business Unit 1 Department 1 2014 2015 Quarterly 05 31 15 Open Appraisal Employees Self Appraisal A Ser BR Business Unit 2 Department 2 2015 2016 Qua
15. Hyderabad Andhra Pradesh ndia Asia Kolkata IST Hyderabad Andhra Pradesh India Asia Kolkata IST Started On EA City v Select Cit v e Add City Page 19 of 98 Gi BU Sentrifugo open source HRMS Pe S Steps to Add Departments Click on Organization in the top menu The left side panel will display the submenus Click on Departments a Oo a Click on Add button on the right side panel Refer Figure 21 Analytics EN Background Checks el kg O Manage Modules H Site Configuration 32 Di Resource Requisition oe Dashboard Performance Appraisal Human Resource Employee Self Service Request Service Click Here to Hide Menu Organization Info Home gt Organization 3 Departments Pin to shortcuts Business Units DEPARTMENTS Action Name Started On Department Head Time Zone Business Unit Organization Structure PWR Two Power unit Organization Hierarchy Announcements o6 PWR One FRM Three Management One Management One Management One Asia Kolkata IST Asia Kolkata IST Asia Kolkata IST Power unit Firmware Unit SHORTCUTS FRM Two FT Management One Asia Kolkata IST Firmware Unit Figure 21 e Enter the necessary details f Click on Save button to save the Department Refer Figure 22 A Click Here to Hide Menu Organization Info Home gt Organization gt Departments gt Add Business Units Department Name Bus
16. M g wm lt s a A e Go a e Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Perfo Change Password Requisition Service Checks Apr Mail Settings Organization Info Settings gt Widgets Take Tour Business Units Upgrade Application Departments SCH Logout Organization Structure 8 Drag amp Drop the selected menu to the below box Organization Hierarchy Announcements Z SHORTCUTS Settings Ethnic Codes x g MAA B z a Ki wy Y i G F FAV You can configure upto 10 widgets for your dashboard Mait Settings Sentrifugo 2015 Powered By 5 Figure 5 Sentrifugo 2014 All Rights Reserved Page 8 of 98 Sentrifugo open source HRMS et Ka For announcements Click on organization in the top menu Click on Announcements Click on Add Select the business unit s department and title Enter the description and upload attachments if any gt o OD O Di Click on Post to post the announcements Refer figure 6 OS O Dashboard KC Manage Modules Site Configuration LA Vv D 4 a gE Performance Appraisal Resource Requisition Human Resource Employee Self Service Background Checks Service Request Analytics Click Here to Hide Menu Organization Info Home gt Organization 3 Announcements D Unpin from shortcuts Business Units ANNOUNCEMENTS Departments Organization Structure Organization Hierarchy
17. Number Refer Figure 33 ar Dashboard BA Organization A8 Human Resource EN Resource Service Request ES Performance Pate ee S vi oe Requisition Ose Appraisal A Click Here to Hide Menu Home gt Employee Self Service gt My Details E Pin to shortcuts Leaves My Holiday Calendar Employee Name Joseph B My Team Employee Id EMPP0021 SHORTCUTS Email Id joseph example com You have not configured your shortcut Contact Number 3 d icons Clic to configure Figure 33 d Inthe popup enter the Contact Number e Click on Ok to add the Contact Number to My Details Refer Figure 34 Add Contact Number Figure 34 Sentrifugo 2014 All Rights Reserved Page 29 of 98 DX ifUC Sentrifugo Yass open source HRMS f Click on the desired tab in the right side panel to add or edit details g Click on Edit in the respective screen to add or edit the details h Click on Save to add or update the details Refer Figure 35 Official Employee ID Prefix First Name KE EMPP0976 Select Prefix v Configure Identity Codes Add Prefix Holidays Salary Last Name Mode of Employment Role Personal Direct v Select Role v Contact Skills Email Business Unit Department Job History No Business Unit h Select Department v Experience 3 Education Reporting Manager Job Title Position f Training amp Certification Select Reporting Manager v Select Job Title v Select Position y Add Job Title Add Position Medical Cla
18. P Action e Lg e Lg e Lg Title Announcement Title 1 Announcement Title 2 Announcement Title 3 Description Announcement Description 1 Announcement Description 2 Announcement Description 3 Business Units Business Unit 1 Business Unit 2 Business Unit 3 Departments Department 1 Department 2 Department 3 Status Posted Posted Posted Organization info Home 3 Organization 3 Announcements gt Add Business Units Business Units Departments Title Departments Organization Structure Organization Hierarchy f Description Nomal A B 7 UZE x ZERE E SS ecg e SHORTCUTS Upload Attachment em e Cancel Figure 6 Sentrifugo 2014 All Rights Reserved Page 9 of 98 How to Set Site Configurations within the Application Click on Site Configurations in the top menu The left side panel will display the submenus Click on the desired submenu Click on the Add button on the right side panel Enter the required details Click Save button to add the details mm D OO oO D For further understanding refer Figure 7 which explains about adding Ethnic Codes GE O TT am Gi EN a eg ma Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Requisition Service Checks Appraisal Click Here to Hide Menu site Preferences Home gt Site Configuration gt General gt Ethnic Codes Pin
19. Records per page 20 v d A Click Here to Hide Menu Configurations Home gt Service Request gt Configurations gt Settings gt Add Categories Business Unit Applicability Category No of Approvers Request Types Sister Ghicinece Link Business unit wise O Department wise GE A Attachment Description Executors Request Viewers SHORTCUTS 2 a Yes No Figure 64 Sentrifugo 2014 All Rights Reserved Page 51 of 98 Want to Edit Service Request Click on the Service Request in the top menu The left side panel will display the submenus Click on desired submenu Make the required changes to the record mm D OO CD D Click Update button to save the changes made Refer Figure 65 ie O Ke TT Ki Dashboard Manage Modules Site Configuration Organization Human Resource Click on Edit icon for the record that is to be edited on the right side panel Resource Requisition Service Checks Employee Self Background Click Here to Hide Menu Configurations Home gt Service Request gt Configurations gt Settings Categories Request Types SR Acton di Business Unit CP Banajara Hills SHORTCUTS Home gt Service Request gt Configurations gt Settings gt Edit Business Unit Applicability Request Types Banajara Hills e Business unit wise Approver 1 Approver 2 SHORTCUTS Management Emp Executors Request Viewers Department No department Applicabili
20. Time Zones o Lo i White Irish WIRI Marital Status e White British WBRI White British is an ethnicity classifica Prefixes CPL Records per page 20 v Race Codes Nationality Context Codes Figure 9 e Inthe confirmation popup click on Yes to delete the record Refer Figure 10 Delete Ethnic Code lf the selected ethnic code 15 used in the system it will be unset Are you sure you want to delete this ethnic code Figure 10 Sentrifugo 2014 All Rights Reserved Page 12 of 98 ei Sentrifugo E ia Vass open source HRMS To Set Employee Configurations Click on Human Resource in the top menu The left side panel will display the submenus Click on the Employee Configurations in the submenu Click on the Add button on the right side panel Enter the required details mm D OO oO D Click Save button to save the details For further understanding refer Figure 11 which explains about adding Pay Frequency Cr O Ke TT 2 Ooi ki a d Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal A Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations 3 Pay Frequency ES Pin to shortcuts User Management PAY FREQUENCY d Addi C O Holiday Management Action Pay Frequency Short Code Description Leave Management ep LG Quarterly QUAT Employee Configurations b er LG Monthly MON
21. Units aaow Click on Add button on the right side panel Refer Figure 19 CH O He 22 L CC Dashboard Manage Modules Site Human Resource Resource Employee Self Configuration Requisition Service Click Here to Hide Menu Organization info Home gt Organization gt Business Units BUSINESS UNITS Departments Organization Structure Action Name Code Started On Street Address Organization Hierarchy CH E wW Firmware Unit FRM 2010 03 15 FRM ware Announcements o Hardware Unit HRD 2010 03 15 Hardware ex Lg Power unit PWR 2010 03 15 Dethi SHORTCUTS o LG G Cements Unit Cem 2010 03 15 nalgonda Figure 19 e Enter the necessary details f Click on Save button to save the Business Unit Refer Figure 20 Organization Info Home gt Organization gt Business Units gt Add Name Code Description Departments Organization Structure Organization Hierarchy SHORTCUTS Time Zone Country State Select Time Zone v Select Countr Y Select State BI fs ES S Add Time Zone Add Country Add State mag Street Address 1 Street Address 2 Street Address 3 f Cancel SAVE Figure 20 Sentrifugo 2014 All Rights Reserved ei Sentrifugo E ia Yass open source HRMS M ai arl Background Service Request Performance Analytics Checks Appraisal E gt Pin to shortcuts City State Country Time zone Hyderabad Andhra Pradesh india Asia Kolkata IST Hyderabad Andhra Pradesh India Asia Kolkata IST
22. Year Appraisal Mode Zeen Business Unit 1 2014 2015 Half yearly 2 Open Enabled to Managers Business Unit 2 2014 2015 Half yearly Closed Enabled to Employees SHORTCUTS Business Unit 3 2014 2015 Half yearly Force Closed Enabled to Managers Figure 111 Create new group E g Support Testing Development etc Add employees to the group by clicking on an employee Click on Add New Question to add questions for a particular group of employees za gt o Select Questions individually by checking the checkbox respective to each question Or Select all the questions by checking the Check All option in the table header j Select ratings or comments of manager or employee individually for all the questions Or k Select ratings or comments of manager or employee by checking the Manager Rating Manager Comments Employee Ratings and Employee Comments Click on Save Sentrifugo 2014 All Rights Reserved Page 84 of 98 e Sentrifugo open source HRMS Refer Figure 112 Initialization Details 4 BACK Business Unit jublee Hills Department Appraisal Mode Half yearly From Year 2014 To Year 2015 Period H1 Status Open Eligibility Full Time Permanent Probationary Enable To Managers Parameters Generic Managers Due Date 05 27 15 Process Status Enabled to Managers Appraisal Ratings 1 5 Group Details Group Name Employees Selected Employees 0 Search Employee Q Search Employee Q iar aml Em
23. add the Screening Type Refer Figure 49 Home gt Background Checks gt Configurations gt Screg Screening Type Description Cancel Figure 49 Sentrifugo 2014 All Rights Reserved Page 40 of 98 How do Add an Agency to Perform Background Checks Click on Background Checks in the top menu The left side panel will display the submenus Click on Agencies Click on Add Button in the right side panel So ow Refer Figure 50 E O parni soe 43 L V S Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Service Request Performance Analytics Configuration Requisition Service Appraisal Click Here to Hide Menu Configurations Home 3 Background Checks gt Configurations 3 Agencies EE Pin to shortcuts Screening Types b AGENCIES d Co Z Action Agency Name Phone Address Website URL User ID Screening d Lo i Agency 1 1234567890 2952 E Kings Hwy Jonesboro AR 72404 U www agency1 com BGCK25 SHORTCUTS is by CP Records per page 20 v Figure 50 Sentrifugo 2014 All Rights Reserved Page 41 of 98 e Provide the required details Assign a specific Screening Types to the Agency by selecting one or more screening type from Screening Type dropdown g Click on Save to add the Agency Refer Figure 51 Click Here to Hide Menu Configurations Home gt Background Checks gt Configurations gt Ag Screening Types CS 2 Agency Name Website URL Primary Phone S
24. decided as per the standards of the organization for appraisal process Click on Performance Appraisal in the header Click on Configurations on the left side panel Click on Ratings submenu Click on Add in the right side panel ome moms Refer Figure 97 CBs O He e i Ki A CO EN a Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Configurations gt Ratings Help LC Pinto shortcuts Appraisal Settings Parameters RATINGS d CP Questions Action Appraisal Period Business Unit Department Rating Type mptementation nitialization Status Status Skills o6 Quarterly 1 2015 Business Unit 1 No department 1 5 Business Unit wise Enabled to Managers Close e Quarterly 2 2015 Business Unit 2 No department 1 5 Business Unit wise Enabled to Managers Open nitialize Appraisal Key Quarterly 1 2015 Business Unit 3 No department 1 5 Business Unit wise Enabled to Managers Close Figure 97 In the Add ratings screen Select an option from Business Unit dropdown f Select an option from Department dropdown g The Appraisal Ratings range selected in Appraisal Settings for the selected Business Unit and Department are auto populated h Provide rating text for each rating value i Click on Save to add the ratings Refer Figure 98 Appraisal Settings Busin
25. group for a department employees employees manually or a business unit mpleted In Progress In Progress Business Unit Cyber Towers Department Development Quarterly Appraisal Q1 2015 Configure Line Managers 4 BACK Add Managers c Select Appraisal Levels 2 v d Li Manager L2 Manager Manager 1 T Manager 2 Y e Employees Click on an employee to add to group Employees Click on an employee to remove search Employee Q search Employee Q Dolce Warner Jack Allen EMPPO0453 EMPPO045 p Software Engineer Software Engineer Cancel Figure 104 Sentrifugo 2014 All Rights Reserved Page 77 of 98 e Sentrifugo PY open source HRMS Discard Line Manager Configuration You can discard the line managers configuration after saving the appraisal process in step two a Click on Discard to discard the line manager configurations Refer Figure 105 Home gt Performance Appraisal gt Initialize Appraisal gt Edit EA Help K Initialization Configure Line Managers Configure Appraisal Parameters gt et the appraisal parameters Tor praisal for a Configure line managers by using S t or a business unit the existing organization hierarchy a nd enable t o managers or or by assigning line managers to employee group for a department employees manually or a bus gepa tne employees or Tor an Business Unit Sancta Clara Quarterly Appraisal Q0 2015 Configure Line Managers by Organization Hi
26. gt Manage External Users E3 Pin to shortcuts User Management MANAGE EXTERNAL USERS GD Roles amp Privileges d b Action User ID Email Role Status Holiday Management USERO024 external exampte com External User Active Leave Management Cp Records Der page 20 v Employee Configurations SHORTCUTS Figure 28 Click on Configure Identity Codes to add the identity code for users Enter the Full Name Enter the Email za gt o Select a role in Assign a Role dropdown Provide comments if necessary j Click on Save to add an external user Refer Figure 29 Employees Home gt Human Resource gt User Management gt Manage K EN User Management User Type Full Name f Roles amp Privileges Jsers USER v Select Role v Configure Identity Codes Please select role RSS a a ae Holiday Management L BI Leave Management e Comments l Employee Configurations SHORTCUTS j Cancel SAVE Figure 29 Sentrifugo 2014 All Rights Reserved Page 25 of 98 Sentrifugo open source HRMS GC BU How do Add an Employee Gathering Management Details is an important aspect of an organization Using Sentrifugo obtaining the management details is simple Upon usage of the application for the first time the management details are acquired right before adding employees to the organization Click on Human Resources in the top menu Click on Employees submenu on the left side panel Enter the management details S
27. new feature in Sentrifugo enabling you to have all the information you need at a glance You can decide what elements you need on the dashboard by configuring widgets Not only that you can view your colleague s daily and upcoming birthdays updates and announcements for a department or for an entire business unit from your management a Click on the organization logo in the top left of the header b Click on Click here link in the Dashboard panel in the left side For further understanding refer figure 4 Kg Sentrifugo i Super Admin e e O By TT 22 Gi CO ki s iil Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu SHORTCUTS You have not configured your widgets Click here to configure EN Ex Ey g age de EY x CA b P Beta Figure 4 Or c Click on logged in user s name in the top right of the header d Click on Settings in the dropdown Or e Click on Settings icon in the bottom left of the footer f Select Widgets button in the settings page g Drag and drop the selected menu item s in the widgets box h Click on Save to add Widgets in the Widgets panel Sentrifugo 2014 All Rights Reserved Page 7 of 98 Sentrifugo open source HRMS Let Ka Refer Figure 5 fe Sentrifu QO S Configuration Wizard A Super Admin v pen source HRM Ts z View Profile A A
28. 0001 Super Admin manager example com 2015 04 14 at 02 21 PM 192 168 100 86 d Dis Super Admin EMPP0001 Super Admin manager example com 2015 04 14 at 02 20 PM 192 168 100 86 Super Admin EMPP0001 Super Admin manager example com 2015 04 14 at 11 16 AM 192 168 169 68 ats Super Admin EMPPO001 Super Admin manager example com 2015 04 14 at 11 13 AM 127 0 0 1 Figure 58 Sentrifugo 2014 All Rights Reserved Page 47 of 98 Looking to Set Shortcuts i Click on the organization logo in the top left of the header j Click on Click here link in the Shortcuts panel in the left side Refer Figure 59 e Sentrifugo EE S ka rg EY E r ee O coe A8 Zi wi H H Ai KA e na Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Appraisal Configuration Requisition Service Checks Click Here to Hide Menu SHORTCUTS You have not configured your shortcut You have not configured your widgets Click here to configure No birthdays today icons vere to configure Company Announcements Figure 59 Or k Click on logged in user s name in the top right of the header Click on Settings in the dropdown Select Shortcuts button in the settings page Drag and drop the selected menu item s in the shortcuts box Click on Save to add shortcuts in the Shortcuts panel Oo zi 2B Refer Figure 60 e Sentrifugo kA Configuration Wizard A Super Admin v en source HRMS
29. 4 2015 Half yearly Feed Forward Feed Forward Reporting Manager Ratings Help Gei a Business Unit Business Unit 1 G MET Manager Department Software Die Date 05 13715 SHORTCUTS You have not configured your shortcut Question Rating Comments icons Clic to configure Projects Work areas At a high level the projects you have worked on ES Ee Personality The qualities traits that you have honed in the past one year Skills The skill sets that you have worked on and the areas in which you have bettered Additional Comments Figure 124 Sentrifugo 2014 All Rights Reserved Page 95 of 98 GE Sentrifugo t open source HRMS Manager Feed Forward Only the Management will be able to view managers feed forward Upon selection of appraisal from the dropdown feed forward details along with the manager ratings are displayed The average ratings of all the employee will be highlighted A detailed description of comments and ratings of employees are displayed by question or by employee Click on Performance Appraisal in the header Click on Feed Forward in the left side menu Click on Appraise Your Manager in the submenu links Select a process to Feed Forward details in the dropdown OO oD Refer Figure 125 Cs KE TT Ki 35 Gy ki a d Dashboard Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks 4 Click Here to Hi
30. Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click on View Record to view the modified record Click Here to Hide Menu Home gt Activity Log User Log ACTIVITY LOG Menu Name Last Modified By Employee iD Action Last Modified Record Last Modified Date Agencies Super Admin EMPP0001 A View Record 2015 04 14 at 11 19 AM SE Screening Types Super Admin EMPP0001 View Record 2015 04 13 at 03 55 PM 7 m LK Dis Leave Request Sy employee One EMPP0013 2015 04 13 at 02 47 PM ars Leave Management Options Super Admin EMPPO001 A View Record 2015 04 13 at 02 46 PM Employees Super Admin EMPP0001 View Record 2015 04 13 at 02 44 PM Roles amp Privileges Super Admin EMPP0001 View Record 2015 04 13 at 02 32 PM Figure 57 Where can View User log a Click on Logs in the top menu The left side panel will display the submenus Click on User log 2a oao oo View the logs of all the users in the right side panel Refer Figure 58 O Ke TT 22 25 Le A mal Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Activity Log Home gt User Log USER LOG CP User Emptoyee ID Group Rote Email Login Time p Address Super Admin EMPP0001 Super Admin manager example com 2015 04 14 at 02 45 PM 192 168 169 68 SHORTCUTS Super Admin EMPP
31. Employee Tabs On Demand OD Employment Status Records per page 20 v Remuneration Basis Job Titles Positions Competency Levels 4 Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Pay Frequency gt Add User Management LR Z Pay Frequency Short Code Description Holiday Management Leave Management Employee Configurations Sane f Cancel Employee Tabs Employment Status Remuneration Basis Figure 11 Sentrifugo 2014 All Rights Reserved Page 13 of 98 i e Sentrifugo open source HRMS To Edit an Employee Configuration Click on Human Resource in the top menu The left side panel will display the submenus Click on the desired submenu Click on Edit icon for the record that is to be edited on the right side panel Make the required changes mm D OO CD D Click on Update button to save the changes For further understanding refer Figure 12 which explains about editing Pay Frequency CR O Ke TT Z d A 4 i ge Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal A Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Pay Frequency Pin to shortcuts User Management PAY FREQUENCY Add CL Holiday Management Action d Pay Frequency Short Code Description Leave Management okle Quarterly QUAT E
32. Employees 4 BACK All Selected g Add New Question Manager Comments Manager Ratings Questions Employee Comments Employee Ratings Projects Work areas Manager Comments Manager Ratings Briefly explain 1 At a high level the projects you have worked on Employee Comments Employee Ratings Personality Manager Comments Manager Ratings Briefly explain 1 The qualities traits that you have honed in the past one year Employee Comments Employee Ratings Skills Briefly describe 1 The skill sets that you have worked on and the areas in which you have bettered over the past one year Manager Comments Manager Ratings Employee Comments Employee Ratings SAVE amp INITIALIZE SAVE amp INITIALIZE LATER Figure 107 Sentrifugo 2014 All Rights Reserved Page 80 of 98 e Sentrifugo open source HRMS 2 Customized Employee Groups Apply appraisal parameters by grouping employees Choose or add questions to be enabled to all employees for the selected business unit or department Choose ratings and or comments for each question by line manager and employee a Click on Customized Employees Groups b Click Yes in the Confirmation alert box Refer Figure 108 Business Unit Sancta Clara Quarterly Appraisal Q2 2015 d BACK H Questions created for the selected parameters in initialization step will be displayed H Choose or add questions to be enabled to all employees for the selected business unit o
33. HNIC CODES GB acc cp dentity Codes Ethnic Code Ethnic Short Code Description Gender Oe L Roma Roma gypsy WROM Roma Roma gypsy Time Zones IT White trish WIR Marital Status 4 D White British WBRI White British is an ethnicity classifica Prefixes Records per page Race Codes Nationality Context Codes d Click Here to Hide Menu site Preferences Home gt Site Configuration gt General gt Ethnic Codes gt Add General L Ethnic Code Ethnic Short Code Description dentity Codes Gender Time Zones Marital Status Figure 8 Sentrifugo 2014 All Rights Reserved Page 11 of 98 Sa Sentrif KPA Sent Ak go Need to Delete Site Configurations within the Application Click on Site Configurations in the top menu The left side panel will display the submenus Click on the desired submenu Click on Delete icon for the record that is to be deleted in the right side panel op ow For further understanding refer Figure 9 which explains about deleting Ethnic Codes Oe O TT Ki Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Requisition Service Checks Appraisal A Click Here to Hide Menu Site Preferences Home gt Site Configuration gt General gt Ethnic Codes ES Pin to shortcuts General ETHNIC CODES BB ac C2 dentity Codes Action Ethnic Code Ethnic Short Code Description Gender fa d Roma Roma gypsy WROM Roma Roma gypsy
34. Here to Hide Menu My Details Home gt Employee Self Service 3 Leaves gt Leave Request ER Pin to shortcuts Leaves Today April 2015 fd Pending Leaves SUN MON Approved Leaves Cancelled Leaves Rejected Leaves My Holiday Calendar My Team SHORTCUTS You have not configured your shortcut icons C e to configure Figure 39 Sentrifugo 2014 All Rights Reserved Page 34 of 98 G sentrifugo Yan Ka open source HRMS g To apply leave for consecutive days drag the mouse on the calendar for desired number of days Refer Figure 40 LA Dashboard BA Organization A8 Human Resource 1 Resource OREN Request f Performance P Ge Requisition ke Geert Appraisal Click Here to Hide Menu My Details Home gt Employee Self Service gt Leaves gt Leave Request ES Pin to shortcuts Leaves April 2015 Pending Leaves MON Approved Leaves Cancelled Leaves Rejected Leaves My Holiday Calendar My Team SHORTCUTS You have not configured your shortcut icons C to configure Figure 40 h Inthe popup enter the required details i Click on Apply to apply for leave s Refer Figure 41 Create Leave Request x Available Leaves Reason Leave Type T Leave From To Full Day e 2015 04 08 2015 04 10 h Number of days Reporting Manager 3 Manager Sentrifugo 2014 All Rights Reserved Page 35 of 98 Dx E Sentrifugo d Si open source HRMS Figure 41 How do Cancel my L
35. Monthly MON Employee Tabs 40 On Demand OD Employment Status ocu GD Records per page 20 v Remuneration Basis Job Titles Positions Competency Levels Figure 13 e Inthe confirmation popup click on Yes to delete the record Refer Figure 14 Delete Pay Frequency If the selected pay frequency Is used in the system it will be unset Are you sure you want to delete this pay frequency Figure 14 Sentrifugo 2014 All Rights Reserved Page 15 of 98 PN i a Sentrifugo Want to Configure Tabs for Employees Click on Human Resource in the top menu The left side panel will display the submenus Click on Employee Tabs op ow Click on Edit button to configure tabs for employees Refer Figure 15 CRs O Hy ese 2 Gs EN A Le nal Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Employee Tabs E Pin to shortcuts User Management Configured Not Configured d Holiday Management ar Leave Management Employee Leaves Employee Holidays Employee Configurations Salary Details Personal Details Employment Status Contact Details Employee Skills Pay F y S s eS Employee Job History Experience Details Remuneration Basis 3 Education Details Training amp Certification Details Job Titles
36. RAISAL C GD Manager Appraisal Action Business Unit Department Financial Year Mode Period S Process Status Manager Status Employee Status eo Business Unit 1 2015 2016 Half yearly Enabled to Managers Self Appraisal L Business Unit 2 2015 2016 Quarterly 92 Enabled to Managers Figure 99 Sentrifugo 2014 All Rights Reserved Page 72 of 98 cn a Sentrifugo In the Add Initialize Appraisal screen d All the business units for which the appraisal settings are configured are populated Select an option from business unit dropdown Select an option from the department dropdown Based on the selected business unit and department the appraisal mode is populated Select the year range Period will be dynamically calculated and populated Appraisal Status is by default Open in Initialize appraisal Select an option in Enable To dropdown Based on the Enable To option set a due date to the employees or to managers Select more than one eligibility criteria for employees who are eligible for the appraisal process Select more than one parameters Ratings will be auto populated Click on Save to initialize appraisal for a business unit or a department ku s D D 2 Ss Refer Figure 100 Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Initialize Appraisal gt Add Manager Appraisal Configure Line Managers Configure Appraisal Manager Status Parameters Employee Status Self Appraisa
37. Rights Reserved Page 91 of 98 GE Sentrifugo ran Ka open source HRMS Feed Forward is the feedback given by the employees to appraise their respective line managers All the configurations are done on management level Once all the employees have appraised their managers managers appraisal process will be carried out by the management Questions Questions are added by the Management to evaluate managers performance a Click on Performance Appraisal in the header b Click on Feed Forward in the left side menu c Click on Question in the submenu links d Click on Add in the right side grid Refer Figure 120 ae ee a t GG gs m Dashboard Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Feed Forward gt Questions Help GE Pinto shortcuts nitialize Appraisal QUESTIONS d CP Manager Appraisal Action Question Description Manager Status S Employee Status o6 Was your manager able to manage team Self Appraisal er L Did your manager communicate with you re My Team Appraisal of How did your manager deal with the clien Feed Forward CG D Records per page 20 v nitialize Feed Forward Figure 120 e Add the question and description if required f Click on Add New Question to add more questions g Click on Save Refer Figure 121 Configuration
38. SIIL PELE HU gl ze VUE Questions Skills Appraisal Ratings ze j Ratings nitialize Appraisal Manager Appraisal Manager Status Employee Status Figure 90 Sentrifugo 2014 All Rights Reserved Page 67 of 98 Parameters Parameters define the performance indicators defined by the supervisors to assess the capabilities of the employees Click on Performance Appraisal in the header Click on Configurations on the left side panel Click on Parameters submenu Click on Add in the right side panel Go oS 8 Refer Figure 91 E O Ha FT 2a E Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Configurations gt Parameters Help PE Pinto shortcuts Appraisal Settings PARAMETERS d Cc Questions Action Parameter Description Skills ke KP Key Performance Index Ratings Ke KRA Figure 91 In the Add Parameters screen e Enter the parameter f Provide description if necessary g Click on Save to add the parameter Refer Figure 92 4 Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Configurations gt Parameters gt Add Appraisal Settings EE H i Parameter am E Description m f Questions Skills Ratings Figure 92 Sentrifugo 2014 All Rights Reserved Page 68 of 98 Questions Q
39. Select Employment Status Joined Date Mode of Employment elect Mode Of Employm Employees Resource Requisition E eupovpes Employee ID EMPP 0008 EMPP 0020 EMPP 0011 EMPP 0010 EMPP 0012 EMPP 0046 EMPP 0022 EMPP 0023 EMPP 0037 EMPP 0006 EMPP 0026 EMPP 0038 EMPP 0003 EMPP 0005 EMPP 0007 EMPP 0009 EMPP 0013 EMPP 0017 EMPP 0019 EMPP 0034 Employee Mr Joseph Mr Jacob Mr Jim Mr James Miss Sheela Miss lana Mr kiran Manager Mr sashi employee Mr Ramya Miss Sharon Mr candid Mr candidate eight Mrs Anderson neo Miss Jennifer Mr Adams Mr Employee HRMS Mr externaluser hrms Mr Joshua Mrs Daniel Miss gfgfdg Sentrifugo 2014 All Rights Reserved x Holidays je ooo oo Employee Leaves Email joseph example com harithO8 yahoo com manager hrms gmail com management hrms gqmail com sheela example com lana example com kiran example com haritha murari sagarsoftin emppi2 example com haritha muraril sagarsoft in candid example com empp3 example com Anderson example com Jennifer example com Adams example com hrmsemployee001 gqmail com externaLuser hrms gmail com emppp1i example com vsunithas2 yahoo com gf example com Records per page Figure 56 20 ki Background e Sentrifu open source HRMS Checks Yv Role Software Engineer Management Manager Management Management System Admin Manager
40. Sentrifugo open source HRMS et Ka Sentrifugo User Guide Sentrifugo 2014 All Rights Reserved Page 1 of 98 a gt ntri gS Sentrifugo e E open source HRMS Table of Content Elena 4 What is Configuration Ward 4 How do go about the Configuration Ward 4 What Can be done with Sentrifugo s Dashboard ccccccecceeececceeceeceeecuecaeececaeeceesauecaeseeeseesaeesaes 7 How to Set Site Configurations within the Application ccccccccseecececeeeeeeeeeeeeseeeeeseeeeteasesseeesaaes 10 How to Edit Site Configurations within the Application cccccseececeeeeeeeeeeseeeesseeeseeeeseeesseeeesaaees 11 Need to Delete Site Configurations within the Application c cccccceccccsseceseeeeseeeeseeeeseeeesseeeesaaees 12 To Set Employee Configurations cccccccccsscccceeceeeeeeeceeeeseeeeeseeeeseeeeeseeeesseeessaeeeseeeessaeeeseeeesseeesges 13 To Edit an Employee Gon Quran sessirnir ieie Ea EE EEE EEEE EAEE 14 To Delete an Employee Configuration cccccceecccssececeeeeceeeeseeseceeeeeseeceseueessaeeessueessgeeeseneesseeesans 15 Want to Configure Tabs for Employees cccccecceceeececeeeeceeeeeseeceseeeeeseeeeseeeeesaeeeseaeessaeeeseeeetseeeesaas 16 Do You Want to Add an Organization sccsseniscteaned sccsensisetincotaccenandwcntaea setszentsetiaceiacteenndsenieen secivendensbus 17 How do I Set Site Preferences ccccccccecccceececeeceeeeeeeeeeeeeseeeec
41. Tabs zi bi Softw i Employment Status Kl Software Engineer Pay Frequency GS Records per page 20 v Remuneration Basis Job Titles Competency Levels Figure 78 Note You can only enter positions that are existing in the application Sentrifugo 2014 All Rights Reserved Page 60 of 98 PN i a ert uge j Employment Status l Click on Human Resource in the top menu lI Click on Employee Configurations in the left side panel III Click on Employment Status IV Click on Add button to add the desired status V Use the Work Short Code to enter in the import excel Refer Figure 79 g Oo d Se 2 p m oe xr a Vi kl Get Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home 3 Human Resource gt Employee Configurations 3 Employment Status E Pin to shortcuts User Management EMPLOYMENT STATUS IV CG D Holiday Management Action Work Code Work Short Co Description Leave Management er 7 Temporary Employee Configurations er E Part Time Employee Tabs er LG Full Time 4 Pay Frequency o Contract Remuneration Basis Co Records per page 20 v Figure 79 Note You can only enter work short codes that are existing in the application k Enter the employee Date of Joining in Day month and four digit year with dashes format This is a mandatory fie
42. a 60 oS a Click on Save to capture management details Refer Figure 30 SE O Hy sce Ce EN a ek mi Ge Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Home 3 Human Resource gt Employees Pin to shortcuts User Management MANAGEMENT DETAILS Holiday Management Employee ID First Name Last Name Prefix Leave Management EMPPO002 Select Prefix Employee Configurations Email Job Title Position SHORTCUTS i amp amp AC Date Of Joining Management Description Refer Figure 30 After the management details are gathered the privilege to add employees to the application will be enabled Sentrifugo 2014 All Rights Reserved Page 26 of 98 e Click on Add button in the right side panel Refer Figure 31 gi oO Ke coe Dashboard Manage Modules Site Organization Configuration Home 3 Human Resource gt Employees User Management Holiday Management Leave Management EMPLOYEES Employee Configurations Action First Name SHORTCUTS Management z ee L as Resource Employee Self Requisition Service Click Here to Hide Menu Last Name et Ka Background Checks management example com Figure 31 f The Employee ID will be auto populated by the application Sentrifugo 2014 All Rights Reserved Sentrifugo open source HRMS S
43. aisal Employees All Employees Due Date em j Configure Questions All Selected jf Add New Question V Check All Questions v Comments n v Ratings Projects Work areas k Ata high level the projects you have worked Comments rm vi Ratings Ga on Personality The qualities traits that you have honed in the Comments vi Ratings past one year Skills The skill sets that you have worked on and the Comments vi Ratings areas in which you have bettered Figure 123 Sentrifugo 2014 All Rights Reserved Page 94 of 98 Sentrifugo E e Ka open source HRMS Appraise Your Managers The employees will be able to view the questions established to appraise their line managers They can provide ratings and comments for each question and the manager feed forward is submitted Click on Performance Appraisal in the header Click on Feed Forward in the left side menu Click on Appraise Your Manager in the submenu links Provide ratings and comments Enter additional comments not mandatory Click on Save as Draft to save Feed Forward Click on Submit to submit Feed Forward m hoap Refer Figure 124 aati mm Ki soy F vi z OR Dashboard cae Organization 22 Human Resource EN Resource CH Employee Self fe Service Request a Requisition Service 4 Click Here to Hide Menu Self Appraisal Home gt Performance Appraisal gt Feed Forward gt Appraise Your Manager gt Add Help My Team Appraisal 201
44. al Manager Appraisal Manager Status Employee Status Self Appraisal My Team Appraisal Figure 94 Sentrifugo 2014 All Rights Reserved Page 69 of 98 Skills Skills are the skill set that enhances the employee s profile Click on Performance Appraisal in the header Click on Configurations on the left side panel Click on Skills submenu Click on Add in the right side panel 6 ES ow Refer Figure 95 a O Ve see 22 2 Gei M D U Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Configurations gt Skills G Help GE Pin to shortcuts Appraisal Settings Parameters SKILLS d CQ Questions Action Description Ratings PHP nitialize Appraisal MySOL Figure 95 In the Add Skills screen e Enter the skill f Provide description if necessary g Click on Save to add the skill Refer Figure 96 Configurations Home gt Performance Appraisal gt Configurations gt Skills gt A Appraisal Settings Sc ig z Skill E m E Description emm f Parameters Questions Ratings nitialize Appraisal Figure 96 Sentrifugo 2014 All Rights Reserved Page 70 of 98 Ratings Ratings are defined for each business unit or department for which the appraisal settings are previously configured The rating scale 1 5 and 1 10 is
45. ame appraisal period o Close Closes the appraisal process for the selected business unit permanently e Enable to The Appraisal Process will be enabled by default to managers When the settings ae saved the Appraisal Process will be made available for managers to configure the questions under the selected parameters If the appraisal is directly made available for the employees they will be able to view the questions configured by the HR e Due Date The due date is for closing the appraisal process for managers or employees e Consider Management To consider management group for appraisal process for the selected period check the respective checkbox e Eligibility Select the employees eligible for appraisal period based on the employee status e Parameters Select the parameters for appraisal process that will be applicable to the employees e Ratings The ratings configured in appraisal setting for a business unit or department will be auto populated a Click on Performance Appraisal in the header b Click on Initialize Appraisal in the left side panel Click on Add in the right side panel Refer Figure 99 CR oO Ke ese Ki A CO EN a Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Initialize Appraisal Help PE Pinto shortcuts INITIALIZE APP
46. assign line managers to the employees 8 Save the configuration to apply to the selected department or business unit Choose by Organization Hierarchy d Confirmation You choose to configure line managers by Organization Hierarchy Please confirm tf Figure 101 Sentrifugo 2014 All Rights Reserved Page 74 of 98 e Sentrifugo open source HRMS c Manager and the employees under the manager are displayed d Onthe right side configure line managers by selected the number of appraisal levels e Click on Save Refer Figure 102 4 Click Here to Hide Menu Home gt Performance Appraisal gt Initialize Appraisal gt Edit Vv Initialization Configure Line Managers Configure Appraisal Parameters Configure line managers by using the existing organization hierarchy or by assigning line manegers to employees manually In Progress In Progress Business Unit Cyber Towers Department Development Quarterly Appraisal Q1 2015 Configure Line Managers by Organization Hierarchy 4 BACK Reporting Manager EMPP0003 L1 Manager Employees O Managing Director 1 c Employees under L1 Manager Configure Line Managers Select Appraisal Levels Dolce Warner EMPP0043 5 Software Engineer L2 Manager Manager 1 L3 Manager Manager 2 L4 Manager Manager 3 Ea Figure 102 2 Assign Line Managers to Employees Define the number of appraisal levels Determine the line managers as per the sele
47. ce HRMS lt x ntrif Ga Sentrifugo ISO OWING 10 SE VVIGG EE 49 Want to Configure Service REQUEST ccccccsseccceeeeeeeceseeeseeeeeseeceseeeeeseeeeseeeesseeeesaueessaeeeseeeessaeeesaes 51 Wain 10 Edito NCE CQL C E n RER 52 How to Delete Service Request ccccccecccceececeeeeeceeeeseeeeeseeeeseeeesseeeeseaeessaeeeseueessaeeesaueessaeesseeesaees 53 lege erT OJOS E 54 How to Download Import Formai E 55 From where do pick the Import format details cccccccececeeeeseeeseeeeseeeeseeeseueeseeeeeeeseueeseeessneesaes 56 CMON Mane APPA all aena E E E R E E S E E 66 Appraisal Settings ccccccccsscccssececeeceeeeeeeseeceseeeeeseeeesseeeeseeeessaeeeseusesseeeeseuseseeessaeeeseaeesseeeesesesseeesaas 67 Ke 68 SS OTA S sass sees E EE enone sanmneseecsuneanaeaoneso re E E A EE E E E E E 69 SUE 70 Se 71 aN Ze ODL al Aa S 72 Configure LINE Manager 74 Discard Line Manager ei ie UE e E 78 Configure Appraisal Parameters ccccccccssececsececeeeeeceecesseeeececesseeeeseueessaeeeseueessaeeeseusessneesseeeesaneeeas 79 Wana er ADDI alSal cacstacasansmcaenatndsianauocaienaiuesianimeatnsins E E E 84 Manager US ate secre nannaa a secs ataehitensua aide ctaehisensuaaldecbushicenstenldeat ashi EEE E EE 88 Employee Status cccccccccscsececsececcseeccencecceeesceneecceeecceaceccuecsceneecneesceeesceneesceaescuseescesesceasecaeeesoees 89 POLY Feet EENEG 89 DC ADDF IG E 90 CO FONA ME 91 SS e e daca eater rae cea
48. cted appraisal levels Add or remove employees based on the selected line managers Sentrifugo 2014 All Rights Reserved Page 75 of 98 e Sentrifugo open source HRMS a Click on Assign Line Managers to Employees b Click Yes in the Confirmation alert box Refer Figure 103 2 Define the number of appraisal levels J Determine the line managers as per the selected appraisal levels oe Add or remove employees based on the selected line managers Assign Line Managers to Employees d Confirmation You choose to configure line managers by assigning line managers to Employees Please confirm Figure 103 Sentrifugo 2014 All Rights Reserved Page 76 of 98 E Sentrifugo Ey open source HRMS Click on Add Managers link Select the number of appraisal levels Based on the number of appraisal levels select the line managers Employees are displayed in the left side panel Click on the employee to select for appraisal process Click on Save om om AO Refer Figure 104 e Click Here to Hide Menu Home gt Performance Appraisal gt Initialize Appraisal gt Edit O Help R Initialization Configure Line Managers Configure Appraisal Step Parameters nitialize appraisal for a Configure line managers by using 2 Set the appraisal parameters for department or a business unit the existing organization hierarchy all the employees or for an and enable to managers or or by assigning line managers to employee
49. d amp Selected Candidates Select Job Title Select Position Select Reporting Manager SHORTCUTS Add Job Title Add Position TE Job Description Required Skills Additional Information Required Qualification Required Experience Range Q Employment Status Priority Requisition Status ct Employment Status Select Priority nitiated Add Employment Status Approver A Approver 2 Approver 3 Select Approver 2 Figure 47 Sentrifugo 2014 All Rights Reserved Page 39 of 98 Where do Add Screening Type for Background Checks a Click on Background Checks in the top menu b The left side panel will display the submenus cC Click on Screening Types d Click on Add button in the right side panel Refer Figure 48 CX O Ke TT Ki an a 4 mi Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Configuration Requisition Service Service Request Performance Analytics Appraisal Click Here to Hide Menu Configurations Home 3 Background Checks 3 Configurations 3 Screening Types ES Pin to shortcuts va Add panic SCREENING TYPES de CP e Action Screening Type Description Screening og Address verification SHORTCUTS Ki is ks Tab fe CG CG o L Character Reference check ats et C D Records per page 20 v dentity Verification Gaps in Employment History Employment Reference Figure 48 e Enter the Screening Type and Description if necessary f Click on Save button to
50. d Attachment e Salary Personal Contact Birth Certificate 1 Attachment s LG Edit Delete bh Download Skills g Figure 36 Sentrifugo 2014 All Rights Reserved Page 31 of 98 Want to Add Leave Management Options Click on Human Resources in the top menu The left side panel will display the submenus Click on Leave Management Options Click on Add button in the right side panel So ow Refer Figure 37 Pr O Ke TT S Ce EN A Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt Leave Management gt Leave Management Options Pin to shortcuts User Management LEAVE MANAGEMENT OPTIONS dif auj c 0 b Holiday Management Action Start Month Week end 1 Week end 2 Department Hours Halfday Leave transferable Skip Holidays Description Leave Management oC January Monday Friday Recruitment 9 Yes No Yes Employee Leaves Summary CG D Records per page 20 v Employee Configurations Figure 37 Sentrifugo 2014 All Rights Reserved Page 32 of 98 n r Sentrifugo Yass open source HRMS Select a business unit from Business Unit dropdown Select a department from department dropdown Select month from Calendar Start Month dropdown z gt o Select weekend1 from Weekend1 dropdown Select weekend2 from Weekend2 dropdown j Enter number o
51. d checks BACK _ Employee Id EMPP0021 e Email Id josephl example com SHORTCUTS Contact Number z Add is BS kb Figure 53 Sentrifugo 2014 All Rights Reserved Page 43 of 98 Want to View amp Generate Reports a Click on Analytics in the top menu Sentrifugo Ka open source HRMS You will be redirected to Analytics page where graphical representation of organization statistics are displayed c Click on a menu item in the Analytics menu Click on the corresponding submenu Refer Figure 54 TT Organization 2a Human Resource O Ke Manage Modules Site Configuration ee Dashboard Home gt Analytics e n Organization 28 Employees Status 2015 Employees By 15 April 2015 Sentrifugo 2015 Sentrifugo 2014 All Rights Reserved KE Wie Employee Self Service T Resource Requisition Jepartment 2015 Powered By Figure 54 Background Checks Performance Appraisal Service Request 4 Back to Dashboard PE Pin to shortcuts Page 44 of 98 Li Wan Sentrifugo open source HRMS e Inthe selected submenu page click on Export to PDF or Export to Excel to generate report Refer Figure 55 Home gt Analytics 3 Employees Report d Back to Analytics lt 4 Back to Dashboard e n AA Organization Users Generate Custom Report Reporting Manager Department Select Department Role Select Role Job Titl
52. d fall under the Business Unit entered in import excel Refer Figure 76 e O th Dashboard Manage Modules Site Configuration Ki LS Human Resource Yo Pp 5 Analytics e e Zi Performance Appraisal Resource Requisition Employee Self Service Background Checks Service Request cb Click Here to Hide Menu Organization info Home gt Organization 3 Departments D s Unpin from shortcuts 2 Business Unit Business Units DEPARTMENTS Action Name Started On Department Head Time Zone Organization Structure PWR Two e Lg Organization Hierarchy Management One Asia Kolkata IST Power unit Announcements PWR One Power unit oft Management One Asia Kolkata IST Figure 76 Note You can only enter departments that are existing in the application Sentrifugo 2014 All Rights Reserved Page 58 of 98 g Enter the Reporting Manager employee id h Job Title l Click on Human Resource in the top menu lI Click on Employee Configurations in the left side panel IL Click on Job Titles link IV Click on Add button to add the desired job title V Use the Job Title Code to enter in the import excel Refer Figure 77 OR Z i E Gei A nal Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal 4 Click Here to Hide Menu ovees r e gt Employees Home gt Human Resource gt
53. de Menu Configurations Home gt Performance Appraisal gt Feed Forward gt Manager Feed Forward nitialize Appraisal i Feed Forward Manager Appraisal v Manager Status d Employee Status Feed Forward Details Self Appraisal My Team Appraisal Business Unit Business Unit 1 Department Feed Forward Appraisal Mode Quarterly From Year 2014 Questions E To Year 2015 Period Q1 nitialize Feed Forward Appraise Your Manager Manager Ratings Employee Status Gd Ga Bee SS Si CMPrPUUU CMPrPUULY Manager Manager SHORTCUTS 3 E Li Manager Manager L1 Manager Manager PN Pa WT EEN 4 Pa Pa n gt 2 enartmen enpartmen enartment enartmer Department Department Department Department Business Unit rD Business Unit Business Unit 1 Figure 125 Sentrifugo 2014 All Rights Reserved Page 96 of 98 ei Sentrifugo open source HRMS e Click on individual manager section to view the ratings and comments provided by employees f Select By Questions to view the ratings and comments based on questions g Select By Employee to view the ratings and comments of each employee Refer Figure 126 Manager Feed Forward Reporting Manager EMPP0004 Manager 5 Exceeds Expectations KkKkK Kk Search Employee QO Click on the Employee to view his her comments Projects Work areas Has excelled in all his tasks Personality Has excelled in all his tasks Skills Has excelled in all his tasks Figure 126
54. e Select Job Title Position Select Position Employment Status Select Employment Status Joined Date Mode of Employment Select Mode Of Employm GENERATE REPORT Employees Resource Requisition EJ empvovees Employee ID EMPP 0008 EMPP 0020 EMPP 0011 EMPP 0010 EMPP 0012 EMPP 0046 EMPP 0022 EMPP 0023 EMPP 0037 EMPP 0006 EMPP 0026 EMPP 0038 EMPP 0003 EMPP 0005 EMPP 0007 EMPP 0009 EMPP 0013 EMPP 0017 EMPP 0019 EMPP 0034 Employee Mr Joseph Mr Jacob Mr Jim Mr James Miss Sheela Miss Lana Mr kiran Manager Mr sashi employee Mr Ramya Miss Sharon Mr candid Mr candidate eight Mrs Anderson neo Miss Jennifer Mr Adams Mr Employee HRMS Mr externaluser hrms Mr Joshua Mrs Daniel Miss gfgfdg Or to generate custom reports Sentrifugo 2014 All Rights Reserved E Holidays je oo Employee Leaves Email joseph example com harithO8 yahoo com manager hrms gmail com management hrms gmail com sheela example com lana example com kiran example com haritha murari sagarsoft in emppi2 example com haritha muraril sagarsoft in candid example com empp3 example com Anderson example com Jennifer example com Adams example com hrmsemployee001 gmail com externaluser _hrms gmail com empppi example com vsunitha32 yahoo com gf example com Records per page Figure 55 ai Background Checks Mobile k KM Role Software Engineer Mana
55. earch Employee O Search Employee LA Dolce Warner EMPP0043 em E Software Engineer Add employees to group All Selected j f Add New Question Manager Comments Manager Ratings Questions Employee Comments Jl Employee Ratings Projects Work areas Manager Comments Manager Ratings f Briefly explain 1 At a high level the projects you have worked on Employee Comments Employee Ratings Personality 2 W Manager C ts M Manager Rating Briefly explain 1 The qualities traits eines mene E EE that you have honed in the past one year Skills Briefly describe 1 The skill sets that Manager Comments Manager Ratings you have worked on and the areas in which you have bettered over the Employee Comments Employee Ratings past one year Employee Comments Employee Ratings Figure 109 Sentrifugo 2014 All Rights Reserved Page 82 of 98 sentrifugo open source HRMS Upon Saving the appraisal parameters click on initialize to initialize the appraisal process m Click on Initialize Later to only save the appraisal process n Click on Yes in the confirmation box to initialize the appraisal Refer Figure 110 K Ke Initialization Configure Line Managers Configure Appraisal Parameters nitialize appraisal fora Configure line managers by using department or a business unit the existing organization hierarchy and enable to managers or of by assigning line managers to employees employees manually y
56. eave Request Click on Employee Self Service in the top menu The left side panel will display the submenus Click on Pending leaves Leaves that are pending for approval are displayed in the right side panel e290 5 a Click on Cancel Leaves icon Refer Figure 42 or Dashboard Organization 22 Human Resource Zi Resource Service Request 2 Performance o a Requisition Geert Appraisal Click Here to Hide Menu My Details Home gt Employee Self Service gt Leaves gt Pending Leaves ER Pin to shortcuts Leaves PENDING LEAVES CPL Leave Request Action Leave type Leave duration From date To date Reason Reporting Manager Leave count Applied On b Approved Leaves e Leave Full Day 2015 04 10 2015 04 10 personalreason HR Manager 1 0 2015 04 10 Cancelled Leaves CP Records per page 20 v Rejected Leaves My Holiday Calendar My Team Figure 42 f Inthe popup click on Yes button to cancel the leave Refer Figure 43 Delete Pending Leave Are you sure you want to cancel the selected leave request Figure 43 Sentrifugo 2014 All Rights Reserved Page 36 of 98 Sentrifugo open source HRMS GC ac How to Approve or Reject Leave Requests Click on Employee Self Service in the top menu The left side panel will display the submenus Click on Manage Employee Leaves So ow The leaves applied by the employees working under the logged in user will be displayed in the right side panel e Click on Edit icon of a lea
57. econdary Phone gency y Screening Employee Candidate Screening SHORTCUTS Screening Type Address e Add Screening Type POC DETAILS Contact 1 First Name Last Name Mobile Contact 2 Contact 3 E Mail Location Country Add Country Contact type Contact type Figure 51 Sentrifugo 2014 All Rights Reserved Page 42 of 98 Can Send an Employee for Background Checks Click on Human Resources in the top menu The left side panel will display the submenus Click on Employees So ow Click on Edit icon corresponding to an employee in the right side panel Refer Figure 52 OR oO Ke TT Z CO EN a a d Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Home gt Human Resource gt Employees GE Pin to shortcuts User Management Employees Import format Help b Holiday Management Leave Management EMPLOYEES Add Employee Configurations Action First Name Last Name Employee ID User Status SHORTCUTS d Joseph Lincotn bsoujanya example com EMPP0021 DS Fa EI oO 56 Noah Calleston drakesh example com EMPP0023 Figure 52 e Inthe edit screen click on Send for background checks link to send that employee for Background Checks Refer Figure 53 Home 3 Human Resource gt Employees gt Edit Employee Name Joseph Lincoln Send for backgroun
58. ed parameters in initialization step will be displayed H Choose or add questions to be enabled to all employees for the selected business unit or department a Choose ratings and or comments for each question by line manager and employee d Confirm You choose to set the appraisal parameters to All employees Please confirm Figure 106 Sentrifugo 2014 All Rights Reserved Page 79 of 98 o Sentrifugo open source HRMS c Select Questions individually by checking the checkbox respective to each question Or Select all the questions by checking the Check All option in the table header Select ratings or comments of manager or employee individually for all the questions Or f Select ratings or comments of manager or employee by checking the Manager Rating Manager Comments Employee Ratings and Employee Comments Click on Add New Question to add more questions to the appraisal process Click on Save amp Initialize to initialize the appraisal Or i Click on Save amp Initialize Later to only save the appraisal process 0 Refer Figure 107 Home gt Performance Appraisal gt Initialize Appraisal gt Edit Vv Vv Initialization Configure Line Managers Configure Appraisal Parameters Set the appraisal parameters for all the employees or for an employee group for a department ora business unit Business Unit Cyber Towers Department Development Quarterly Appraisal Q1 2015 Configure Questions For All
59. ee Business Unit Banajara Hills Quarterly Appraisal Q1 2015 Customized Employee Groups 4 BACK amp Once appraisal process is initialized and emptoyees start filling their appraisals questions Cannot be edited or added Support Group Employees Questions Confirm Line Manager s cannot be edited after initialization Appraisal will be initialized Do you wish to continue Figure 110 Sentrifugo 2014 All Rights Reserved Page 83 of 98 Sentrifugo open source HRMS et Ka Manager Appraisal In the first step of Initialize appraisal if the appraisal is enabled to managers managers can configure the appraisal parameters Once the parameters are set manager creates employee groups and applies the appraisal parameters to the group Upon saving the appraisal settings the HR will be able to change the status of appraisal process from Enabled to Managers to Enabled to Employees Login as a manager Click on Performance Appraisal in the header Click on Manager Appraisal in the left side menu oO o Co Click on edit icon with respect to an appraisal process Refer Figure 111 gg SME RS Y PNA E LI d Dashboard Organization 22 Human Resource E Zeiss Wiel Fol i Self SP WU Requisition Service 4 Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Manager Appraisal Self Appraisal MANAGER APPRAISAL leede Aaler Action Business Unit Department Financial
60. ee Hills v Select Department v v Manager Status Self Appraisal Half yearly Appraisal HI 2015 My Team Appraisal Employee 1 Employee 2 Employee 3 Feed Forward SHORTCUTS Employee 4 Employee 5 Employee 6 Wiete Dend emptlovee ratinc Pend Employee 7 Employee 8 iG emp oyvyee rat JS Figure 117 My Team Appraisal Managers will be able to view their team employees appraisal status Once the employees completes the appraisal process the managers will be able to provide ratings and comments to the employees Based on the levels of appraisal the employee appraisal process will be enabled to the line managers Click on Performance Appraisal in the header Click on My Team Appraisal in the left side menu All the employees in the manager s team will be displayed The status of each employee s appraisal is displayed Click on Expand to provide Manager s rating Provide overall rating and comment for an employee mg om oo 5 Provide the rating and comments respectively Sentrifugo 2014 All Rights Reserved Page 89 of 98 Sentrifugo d ec open source HRMS h Click on Submit to send it for approval based on the levels of appraisal i Click on Save as draft to save the ratings and comments Refer Figure 118 d Dashboard Configurations Manager Appraisal Self Appraisal Feed Forward SHORTCUTS HH P Bets Self Appraisal BA Organization mm A8 Human Resource Home gt Performance
61. eeeesseeeeseucessaeeeseueessaeeesaeeessusesseeeesaees 21 How to Activate and In activate Modules ccccccceeccseeeceeeeceeeeseeeseeeeseeeeseeeseueesaeeeeeeesaeeeseeesaneeseees 22 Do VOU want to Add Roles amp Privileges deca acerca gacet re tesaceenbacameneiane n a 23 How do Add an External eer 25 How do Add an Emplovee 26 LOW Gan Upda e My Der E 29 How to Add Employee Documents 31 Want to Add Leave Management Cptions 32 What if want to Apply a Leave Heouest 34 How do Cancel my Leave Request ccccccccceeeccceeeeseeeeeseeceseeeesseeeeseecessaeeeseecesseeeseeetsneesseeeesaaees 36 How to Approve or Reject Leave Heouests 37 How do I Raise a Resource Requisition cccceccceececeeeceececeueccececsucecsuecceeseuseseuecsueesessseeessusenaess 38 Where do Add Screening Type for Background Checks ccccceeeeeceeeeeeeeeeseeeeeeeeeaeeeseeeessaeeeseas 40 How do Add an Agency to Perform Background Checker 41 Can Send an Employee for Background Checker 43 Want to View amp Generate Reports cccccccccsecceceececeeeeeseeeeseeeeeseeeesseeeeseeesseessaeeeseeessaeeeseeeetseeesaes 44 Where can you View AG UIVITY JOC cissanascuscedaneustanneuniedanenianateunnlaneninaneunlaneniancunilanenanancunetlancuinn 47 Where can View User log 47 LOOK AG TOs een e E nae E ds ene teen Deena diet See Cease cet E eee ee ele EE E 48 Sentrifugo 2014 All Rights Reserved Page 2 of 98 e E open sour
62. erarchy 4 BACK Reporting Manager Employees Appraisal Levels EMPP0002 L1 Manager Edit Manager 1 1 Discard a Reporting Manager eames EMPPO0003 L1 Manager ptoy Manager 1 OR Business Unit Sancta Clara Quarterly Appraisal Q0 2015 Configure Line Managers 4 BACK Add Managers Reporting Manager Appraisal Levels Employees Sea EMPP0002 L1 Manager Edit f Discard ee i i EES a Figure 105 Sentrifugo 2014 All Rights Reserved Page 78 of 98 e Sentrifugo open source HRMS Configure Appraisal Parameters Configure the appraisal parameters after configuring the line managers Here the appraisal process can be made applicable to employees This step can be done in two ways 1 All Employees Questions created for the selected parameters in initialization step will be displayed Choose or add questions to be enabled to all employees for the selected business unit or department Choose ratings and or comments for each question by line manager and employee a Click on Assign Line Managers to Employees b Click Yes in the Confirmation alert box Refer Figure 106 Initialization Configure Line Managers Configure Appraisal Parameters Configure line managers by using Set the appraisal parameters for all the employees or for an employee group for a department ora business unit In Progress Business Unit Sancta Clara Quarterly Appraisal 02 2015 d BACK S Questions created for the select
63. ervice Request Performance Analytics Appraisal GE Pin to shortcuts Employees Import format Help dCeb Employee ID a User Status EMPPO002 Page 27 of 98 G sentrifugo d e d Las open source HRMS g Enter the details respective to the employee h Click on Save to add the employee Refer Figure 32 Official f Employee ID Prefix First Name EMPPOOLS Select Prefix Ba Leaves Configure Identity Codes Add Prefix Holidays Last Name Mode of Employment Role 1 T m H 7 Salary Direct MM Select Role Le Personal Email Business Unit Department Contact No Business Unit Select Department T Skills Reporting Manager Job Title Position Job Histo y select Reporting Manager Select Job Title select Position T amp Add lob Title Add Position Experience Employment Status of joinin vin EAE atone ploy Date of joining Date of Leaving Select Employment Status T Training amp Certification Add Employment Status Medical Claims Years of Experience Work Telephone Number Extension Disability Dependency Eit Visa and Immigration Corporate Card Cancel Work Eligibility Figure 32 Sentrifugo 2014 All Rights Reserved Page 28 of 98 Sentrifugo open source HRMS et Ka How can Update My Details a Click on Employee Self Service in the top menu b Click on My Details in the submenu on the left side panel c Inthe right side panel click on Add to add the Contact
64. esired time zone is unavailable in the dropdown click on Add Time Zone link to add the time zone j If the desired currency is unavailable in the dropdown click on Add Currency link to add the currency k Select a password format from Default Password dropdown Provide description if necessary m Click on Save button to add the site preferences Refer Figure 24 Click Here to Hide Menu SHORTCUTS Home gt Site Preferences gt Add bg Date Format c Time Format d Default Time Zone E r v Select Time Format y Select Time Zone Add Time zone f Default Password Description ri v Figure 24 Sentrifugo 2014 All Rights Reserved r e Default Currency v Select Currenc Add Currency h Page 21 of 98 How to Activate and In activate Modules Click on Manage Modules in the top menu All the modules are displayed in a circular representation Click on the icon of a module to make it active or in active Click on Save button to save the changes made to the modules So o w Refer Figure 25 OR G een H M S 7 m er al S L Als Dashboard Site Organization Human Resource Resource Employee Self Background Service Request Performance Configuration Requisition Service Analytics Checks Appraisal Click Here to Hide Menu SHORTCUTS Home gt Manage Modules at Fa EI You can manage your Sentrifugo system by selecting or de selecting the below modules G Pin to shortcuts
65. ess Unit emm e Department ome f Parameters Banzstara H tte Setect Department Questions e Quarterly Appraisal Q 2 2015 SG Rating Value Rating Text m h Rating Value Rating Text nitialize Appraisal Manager Appraisal Rating Value Rating Text Rating Value Rating Text Manager Status Met expectationssd Frequentiyexceeds expectations g Employee Status Rating Value Rating Text Self Appraisal My Team Appraisal Feed Forward Figure 98 Sentrifugo 2014 All Rights Reserved Page 71 of 98 GE Sentrifugo ec open source HRMS Upon configuring the essential details the initialization of appraisal process is the next step Initialize Appraisal In the initialization step the business units or the departments that have their appraisal settings configured will be displayed e Business unit All the Business Units which have the Appraisal Settings configured will be displayed e Frequency Based on the appraisal settings for the selected business unit frequency will be auto populated e Period Period will be calculated dynamically based on the previously configured appraisal for the selected business unit e Appraisal Status Appraisal status will be Open by default Upon the initialization of appraisal close and force close options will be made available o Force Close Closes the Appraisal Process by force Appraisal Process for the selected Business Unit can be configured again and for the s
66. f working hours k Provide permissions for Half Day Requests Provide permissions to Allow Leave Transfers m Provide permissions to Skip Holidays n Click Save button to add leave management options for department Refer Figure 38 Employees Home gt Human Resource gt Leave Management gt Leave M User Management Business Unit Department ze f Calendar Start Month sm g Weekend 1 h Holiday Management Leave Management Employee Leaves Summary Weekend 2 j Working Hours J Half Day Requests m k Allow Leave Transfers es Employee Configurations SHORTCUTS a g va Skip Holidays m Description SAVE Cancel Figure 38 Sentrifugo 2014 All Rights Reserved Page 33 of 98 a i N Sentrifugo d Si open source HRMS What if want to Apply a Leave Request Click on Employee Self Service in the top menu The left side panel will display the submenus Click on Leave Request The current month calendar will be displayed on the right side panel Click on previous and after arrow buttons to move to previous or next month mm D OO oO D Click on the day you want to apply for leave to apply leave for one day For further understanding Refer Figure 39 which explain about adding leaves for the month of September di Dashboard BA Organization AN Human Resource LE Resource ki Service Request f Performance cad kel er s Requisition DARAN Appraisal Click
67. formance Appraisal in the header Click on Configurations on the left side panel Click on Appraisal Settings submenu Click on Add in the right side panel a0 Er o Refer Figure 89 CRs e pans poe A M n ul Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal 3 Configurations gt Appraisal Settings Otelp PE Pinto shortcuts al Add SEN APPRAISAL SETTINGS d C o Ouestions Action Business Unit Department Applicability Appraisal Mode Ratings initialization Status Status Skills ex LG Business Unit 1 Business Unit wise Half yearly 1 10 Enabled to Managers Open Ratings eo LG Business Unit 2 cakephp Department Wise Quarterly 1 5 Not configured yet Figure 89 In Add Appraisal Settings screen Select an option in Business Unit dropdown Select the applicability Select the department based on the previous selections Select an option in Appraisal Mode dropdown Select an option in Appraisal Ratings dropdown j Click on Save to save the Appraisal Settings 0 Refer Figure 90 Configurations Home gt Performance Appraisal gt Configurations gt Appraisal Settings 3 Add Business Unit emm Applicability f Departmentem E Appraisal Mode mmm h Parameters Buciness Unit O Business unit wise Department wise z epa Seiler Anoraisa if e cpc
68. gement Manager Management Management System Admin Manager Employee Employee HR manager Employee Software Engineer Manager Software Engineer System Admin Software Engineer Software Engineer Employee Employee Employee Audit Logs el ES Reporting Manager Anderson neo Paul Paul Paul James James jacob kiran Manager jacob Paul Sharon jacob Thomas Anderson neo Anderson neo Anderson neo Adams Jennifer reciever and manager Anderson neo Service Request Job Title Software Engineer Manager Manager Managing Director Team Lead Quality Analyst Manager Software Engineer Software Engineer Manager Software Engineer Quality Analyst Manager Team Lead System Admin Software Engineer Software Engineer Quality Analyst Software Engineer Quality controller Page 1 of 2 Page 45 of 98 Position Sr Employee Manager Manager MD Lead Employee Manager Sr Employee Sr Employee Manager Sr Employee Employee Manager Lead Sysadmin Sr Employee Sr Employee Employee Sr Employee Sr OC f Provide the specifications required to generate report g Click on Generate Report to generate a custom report Refer Figure 56 Home gt Analytics gt Employees Report e n 22 Organization Generate Custom Report Reporting Manager Department Select Department Role Select Role Job Title Select Job Title Position Select Position Employment Status
69. gure 86 SE O TT Ka CO EN ZS 2 aut SE Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Requisition Service Checks Appraisal Click Here to Hide Menu site Preferences Home gt Site Configuration gt Currency gt Currencies ER Pin to shortcuts General CURRENCIES IV on Locations Action Currency Description Currency ob Indian Rupee NR o i 5S S Currency Conversions ogg US Dollar USD CG D Records per page 20 v SHORTCUTS Figure 86 Note You can only enter Currencies that are existing in the application Sentrifugo 2014 All Rights Reserved Page 64 of 98 PN i 5 ert uge r Pay Frequency l Click on Human Resource in the top menu lI Click on Employee Configurations in the left side panel III Click on Payment Frequency IV Click on Add button to add the desired status V Use the Short Code to enter in the import excel Refer Figure 87 OR O Ke sce oa EN a mi Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Pay Frequency E gt Pin to shortcuts User Management PAY FREQUENCY IV CG D Holiday Management Action Pay Frequency Short Code V Description Leave Management o6 Quarterly QUAT Employee Configurations
70. ic Managers Due Date 05 27 15 Process Status Enabled to Managers Appraisal Ratings 1 5 Group Details Support Group Employees Questions Figure 113 The Hr then will update the appraisal process by changing the process status from Enable to Managers to Enable to Employees and providing Employee Due Date a Click on Performance Appraisal in the header b Click on Initialize Appraisal in the left side menu c Click on edit icon with respect to an appraisal process Refer Figure 114 Ra Sent rifugo A HR Manager v d Z Organization A8 Human Resource Resource e ah Employee Self v Background A Service Request s Requisition l Checks et Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Initialize Appraisal Help CF Pinto shortcuts INITIALIZE APPRAISAL Add GP Manager Appraisal Manager Status Action Business Unit Department Financial Year Appraisal Mode Period Appraisal Status Process Status Employee Status gt L Business Unit 1 2014 2015 Half yearly H2 Open Enabled to Managers Self Appraisal Business Unit 2 2014 2015 Half yearly Hi Closed Enabled to Employees My Team Appraisal Business Unit 3 2014 2015 Half yearly H1 Force Closed Enabled to Managers Figure 114 Sentrifugo 2014 All Rights Reserved Page 86 of 98 d Select Enable to Employees in the Enable To dropdown e Pick a date for Employee Due Date f Click on Update to enable the appraisal process t
71. ims Disability Empi B i ployment Status Date of joining Date of leaving Dependency Select Employment Status v fis Add Employment Status Visa and Immigration EE Years of Experience Extension Work Telephone Number Work Eligibility Additional Details Remuneration Fax Security Credentials Figure 35 Sentrifugo 2014 All Rights Reserved Page 30 of 98 Sentrifugo E e Ka open source HRMS How to Add Employee Documents All the essential documents pertaining to an employee can be make available in Sentrifugo These documents are added by the employee HR and super admin The managers can view the documents of their team members For employees to add documents Click on Employee Self Service in the header Click on My Details in the left side menu Click on Document Click on New Document Enter the Document Name Click on Save to save the details mg om oo 5 These documents can be edited deleted and downloaded Refer Figure 36 e Dashboard Organization 22 Human Resource EN Resource Service Request lt Performance D E eg ais Requisition E Appraisal Click Here to Hide Menu Home gt Employee Self Service gt My Details Leaves My Holiday Calendar Employee Name Emp Ten My Team Employee Id EMPPO0010 SHORTCUTS Email Id empten example com You have not configured your shortcut Contact Number gt Add icons C to configure d New Document Document Name Leaves Uploa
72. iness Unit Department Head Department Code Select Department Head No Business Unit Organization Structure Add Department Head Organization Hierarchy State Time Zone Country SHORTCUTS Started On CG RES ES HAE Select Counts select State Select Time Zone Add Time Zone Add Country Add State Street Address 1 Street Address 2 Street Address 3 City Select Cit oad 10 jubilee hills Add City Description SAVE Cancel Figure 22 Sentrifugo 2014 All Rights Reserved Page 20 of 98 How do Set Site Preferences Click on Site Configuration in the top menu The left side panel will display the sub menus Click on Site Preferences So ow Click on Click Here in the right side panel Refer Figure 23 Oe O e n 2A Dashboard Manage Modules Organization Human Resource Resource Employee Self Requisition Service Click Here to Hide Menu Home gt Site Configuration gt Site Preferences General b gt Site Preference is not yet set Click here to add the site preference Locations Currency SHORTCUTS Figure 23 Select date format in the Date Format dropdown Select time format in the Time Format dropdown Select time zone in the Default Time Zone dropdown gt o Select currency in the Default Currency dropdown Sentrifugo ai e Ka open source HRMS M n anf Background Service Request Performance Analytics Checks Appraisal Pin to shortcuts If the d
73. ing the checkbox Add Edit Delete and View privileges respective to the selected menu item zm gt o will be displayed Check the checkboxes against the privileges to assign them to the role j Click on Save button to add the role Refer Figure 27 A Click Here to Hide Menu employees Home gt Human Resource gt User Management gt Roles amp PP teces gt moe User Management Manage External Lsers Management 2 Role Name Role Type Role Description Holiday Management song P P Leave Manacement Manager 1 Employee Configurat ons HR 1 SHORTCUTS Employees 3 External Users 1 System Admin 1 gt J Organization gt J Human Resource gt C Resource Requisition kl Employee Set Service gt C Background Crecks gt C Service Request TT Analytics Figure 27 Sentrifugo 2014 All Rights Reserved Page 24 of 98 Sentrifugo open source HRMS arr BU How do Add an External User Click on Human Resource in the top menu The left side panel will display the submenus Click on Manage External Users under User Management Click on Add button in the right side panel oa ER E 2 Refer Figure 28 CR O Ke sce dr ki a au Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal A Click Here to Hide Menu Employees Home gt Human Resource gt User Management
74. l My Team Appraisal Feed Forward In Progress In Progress In Progress SHORTCUTS Configure Appraisal Details 4 BACK Ei Business Unit wm d Department em E Appraisal Mode emm f Year Range am E Business Unit 1 Select Department From v To Yea Period h Appraisal Status i Enable To em j Managers Due Date k Eligibility Select att Parameters emm m Ratings Nn Figure 100 Sentrifugo 2014 All Rights Reserved Page 73 of 98 em ifug a Sentrifugo Waa open source HRMS Configure Line Managers Once the appraisal process is initiated for a department or a business unit the line managers must be configured so as to evaluate the employees appraisal The Line Managers can be configured in the appraisal process in two ways 1 Choose by Organization Hierarchy Establish appraisal process as per the organization hierarchy where line manager will be same as the reporting manager Define the number of appraisal levels and assign line managers to the employees Save the configuration to apply to the selected department or business unit a Click on Choose by Organization Hierarchy b Click Yes in the Confirmation alert box Refer Figure 101 Business Unit Jubliee Hills Quarterly Appraisal Q 1 2015 d BACK 8 Establish appraisal process as per the organization hierarchy where line manager will be same as the reporting manager H Define the number of appraisal levels and
75. ld Refer Figure 80 for guidance ent Status Date of joining iDate of leaving 20 12 2014 20 12 2014 Sentrifugo 2014 All Rights Reserved Page 61 of 98 GE Sentrifugo Lac open source HRMS Figure 80 L Enter the employee Date of Leaving l Date of Leaving column can be left empty unless the employee Employment status is Left Suspended or Resigned lI Date of Leaving must be greater than the Date of Joining Refer Figure 81 of joining Figure 81 m Enter the employee Experience l This field is not mandatory Refer Figure 82 N te of leaving Experience Extension Sentrifugo 2014 All Rights Reserved Page 62 of 98 an GE Sentrifugo Vass open source HRMS Figure 82 n Enter the employee Extension l This field is not mandatory Refer Figure 83 M N Work tele perience Extension Figure 83 o Enter the employee Work Telephone Number l This field is not mandatory Refer Figure 84 Extension Sentrifugo 2014 All Rights Reserved Page 63 of 98 g bh GE Sentrifugo Ka open source HRMS Figure 84 p Enter the employee Fax l This field is not mandatory Refer Figure 85 0 P Q One number Fax Figure 85 q Salary Currency l Click on Site Configurations in the top menu lI Click on Currency in the left side panel III Click on Currencies IV Click on Add button to add the desired status V Use the Currency Code to enter in the import excel Refer Fi
76. mployee Configurations b 7 Monthly MON Employee Tabs 40 On Demand OD Employment Status ecg GD Records per page 20 v Remuneration Basis Job Titles Positions Competency Levels Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Pay Frequency 3 Add User Management Pay Frequency Short Code Description Holiday Management Leave Management Employee Configurations Employee Tabs Employment Status Remuneration Basis Figure 12 Sentrifugo 2014 All Rights Reserved Page 14 of 98 Dx E Sentrifugo d Si open source HRMS To Delete an Employee Configuration Click on Human Resource in the top menu The left side panel will display the submenus Click on the desired submenu Click on Delete icon for the record that is to be deleted on the right side panel So ow For further understanding refer Figure 13 which explains about deleting Pay Frequency La ae ee es EE M Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt Employee Configurations gt Pay Frequency Pin to shortcuts User Management PAY FREQUENCY Add CL Holiday Management Action d Pay Frequency Short Code Description Leave Management ER Quarterly QUAT Employee Configurations b o LG
77. ning Type Description Address verification SHORTCUTS dentity Verification Gaps in Employment History Character Reference check Employment Reference Figure 61 Looking to Set Widgets a Click on the organization logo in the top left of the header b Click on Click here link in the Widgets panel in the right side Refer figure 62 te Sentrifugo A Super Admin vw p O Ke TT Za 2 Gei E z 4 nal gr Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu SHORTCUTS Y ve not configur r rtcut You have not configured your widgets Click here to configure i Ou ha e oi configured your shortcu EI ove g J J No birthdays today cons Click here to configure b Company Announcements Figure 62 Sentrifugo 2014 All Rights Reserved Page 49 of 98 Or c Click on logged in user s name in the top right of the header Click on Settings in the dropdown Or zm om Refer Figure 63 e Sentrifugo n source HRMS Bo O Dashboard Organization Info Business Units Departments Organization Structure Organization Hierarchy Announcements SHORTCUTS Manage Modules Click on Settings icon in the bottom left of the footer Select Widgets button in the settings page Drag and drop the selected menu item s in the widgets box Click on Save to add Widgets in the Widgets panel
78. nts Click on Performance Appraisal in the header Click on Self Appraisal in the left side menu The parameters are displayed above the questions grid Provide rating and comments for every question Click on Rating definition to know more about ratings Click on Send to L1 Manager to send it to manager mg om oo 0 g Click on Save as Draft to only save the appraisal process Refer Figure 119 c ization c E kd e HOV fi 5 g Dashboard BA Organization A8 Human Resource E Resource Mie Employee Self Service Request ep aa Ka Requisition Service Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Self Appraisal gt Edit Help Manager Appraisal 2014 2015 Half yearly Appraisal My Team Appraisal Employee 1 EMPP0013 Aai Manager Department Software Business Unit Jublee Hills Due Date 05 26 15 SHORTCUTS L1 Manager L2 Manager You have not configured your shortcut Reporting Manager Reporting Manager2 icons Clic gt t configure Question Comments Projects Work areas At a high level the projects you have worked on ee Personality The qualities traits that you have honed in the past one year Skills The skill sets that you have worked on Additional activities Any cultural activity initiatives New Technologies skills learn and implemented What are the new technologies skills you explored and implemented Figure 119 Feed Forward Sentrifugo 2014 All
79. o employees Refer Figure 115 Initialization Initialize appraisal for a department or a business unit and enable to managers or employees Appraisal Details RW Configure Line Managers Configure line managers by using the existing organization hierarchy or by assigning line managers to employees manually Business Unit Business Unit 1 Department Appraisal Mode Half yearly From Year To Year 2015 Period Eligibility Full Time Permanent Probationary Parameters Status Open Process Status Appraisal Status Open Managers Due Date Enable To Enable To Employees F d Employee Due Date Appraisal Ratings d uvate J Cancel Sentrifugo 2014 All Rights Reserved Figure 115 Sentrifu wtf open source HRMS go J Configure Appraisal Parameters Set the appraisal parameters for all the employees or for an employee group for a department ora business unit 2014 H2 Generic KRA KPI Enabled to Managers 05 20 15 05 29 15 me Page 87 of 98 Manager Status In this page the HR views the status of appraisal process when it is enabled to the managers Click on Performance Appraisal in the header Click on Manager Status in the left side menu Select the Business Unit Select the Department Select the Manager Appraisal Status if required mm D OO Oo D Managers and their status will be displayed Refer Figure 116 EI Sentritugo i Super Admin e GC O
80. onversions ocu PORES iss CG D Records per page 20 v SHORTCUTS Figure 71 Note You can only enter prefixes that are existing in the application b Enter the First and Last Name of the employee l These fields are mandatory and accept only alphabetic characters Refer Figure 72 B C D E Prefix p rst Name LastName Role Type Email Figure 2 Sentrifugo 2014 All Rights Reserved Page 56 of 98 PN i a ert uge c Role Type l Click on Human Resource in the top menu lI Click on User Management submenu on the left side panel IL Click on Roles amp Privileges link IV Add the required roles and provide privileges to the role by clicking Add button V Use the Role Type to enter in the import excel Refer Figure 73 O Ha TT sE du La D Es al Dashboard Manage Modules Site Organization Resource Employee Self Background Service Request Performance Analytics Configuration Requisition Service Checks Appraisal Click Here to Hide Menu Employees Home gt Human Resource gt User Management gt Roles amp Privileges ER Pin to shortcuts User Management ROLES amp PRIVILEGES IV a c D Action Role Name le Type Rote Description Group Manage External Users Holiday Management o LC ei Manager Manager Manager 4 Ed r j t Leave Management ex LC ei Employee Employee Employees Figure 73 Note You can only enter roles that are existing in the application d Enter the email of the employee l Email address sho
81. ployee 8 EMPP0029 Software Engineer Get Employee EMPP0029 f Software Engineer Configure Appraisal Parameters for All Employees All Selected Add New Question f g Manager Comments Manager Ratings Check All f i Questions Employee Comments Employee Ratings New Technologies skills learn and h implemented What are the new technologies skills you explored and implemented Manager Comments Manager Ratings Employee Comments Employee Ratings Responsibility Have you taken complete ownership of the task project product assigned to vou Manager Comments Manager Ratings Employee Comments Employee Ratings Figure 112 Sentrifugo 2014 All Rights Reserved Page 85 of 98 Sentrifugo aay open source HRMS Upon saving appraisal details the manager must submit the appraisal process for initialization m Click on Submit Initialization Refer Figure 113 Dashboard Organization A Human Resource Resource Employee Self el Service Request ot wl wi H e ka et vi e Requisition ervice Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Manager Appraisal gt Edit Self Appraisal My Team Appraisal Initialization Details 4 BACK Feed Forward Business Unit jJublee Hills Department SHORTCUTS Appraisal Mode Half yearly From Year 2014 Fa FA FA m To Year 2015 Period H1 Status Open Eligibility Full Time Permanent Probationary Enable To Managers Parameters Gener
82. r department 8 Choose ratings and or comments for each question by line manager and employee All Employees 8 Assign appraisal parameters by grouping employees 8 Choose or add questions to be enabled to all employees for the selected business unit or department 8 Choose ratings and or comments for each question by line manager and employee Customized Employee Groups d Confirm You choose to set the appraisal parameters to customized employee groups Please confirm Figure 108 c Click on Create New Group d Enter group name Sentrifugo 2014 All Rights Reserved Page 81 of 98 vi DN ei opensource HRMS s Sentrifugo e Select employees applicable for the appraisal process Select Questions individually by checking the checkbox respective to each question Or Select all the questions by checking the Check All option in the table header Select ratings or comments of manager or employee individually for all the questions Or i Select ratings or comments of manager or employee by checking the Manager Rating Manager Comments Employee Ratings and Employee Comments j Click on Add New Question to add more questions to the appraisal process k Click on Save to Configure Appraisal Parameters 0 Refer Figure 109 Business Unit Cyber Towers Department Development Quarterly Appraisal Q1 2015 Customized Employee Groups 4 BACK Group Name em d Employees Selected Employees 0 S
83. re 69 You should be able to download an excel sheet which defines the import format to add employees Refer Figure 70 for the import format fr torie wilson example com v Prefix FirstName LastName Role Type Email Mr Jora Henry Manager pan henry Geax Jane Business Unit Department Reporting manager employee H Job Title Position Employment Status Date of joining Date of leaving Experience Extension Work telephone number Fax Salary Currency Pay Frequency Salary oe com O08 m NO2 UGR Maneger PER 20 12 2012 amoh com IGA ACC EM3 SE Trainee PROB 20 12 2013 3 urs Tore Wison Empbyee 4 Figure 70 Sentrifugo 2014 All Rights Reserved Page 55 of 98 a gt F e Sentrifugo open source HRMS From where do pick the Import format details a Prefix l Click on Site configurations in the top menu lI Click on General submenu on the left side panel IL Click on Prefixes link IV Add the required prefix by clicking on Add button V Use the Prefix to enter in the import excel Refer Figure 71 Px O TT i Ce EN ZS a aut A pt Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Requisition Service Checks Appraisal Click Here to Hide Menu Site Preferences Home gt Site Configuration gt Currency gt Currencies Pin to shortcuts General CURRENCIES Vig auje o Locations Action Currency Description Currency ex LC o indian Rupee NR 4 in S S Currency C
84. rterly 05 31 15 Close All Employees My Team Appraisal Business Unit 3 Department 3 2015 2016 Quarterly 05 31 15 Close Appraisal Employees Feed Forward Business Uni Department 4 2015 2016 Quarterly 05 19 15 Close Appraisal Employees Questions Records per page 20 Figure 122 Sentrifugo 2014 All Rights Reserved Page 93 of 98 D GE Sentrifugo KPY open source HRMS Select an appraisal process from the Appraisal dropdown The Status will be by default selected as Open Define whether or not you want to view the employee details along with their feedback ratings and comments Enable Feed Forward to all employees or only to employees who are eligible for Appraisal process Pick a date for employees to provide their feedback Click on Add New Question to add questions for Feed Forward Select Questions individually by checking the checkbox respective to each question Or Select all the questions by checking the Check All option in the table header Select comments individually for all the questions Or Select comments by checking the Comments checkbox in the table header Click on Save amp Initialize to initialize the Feed Forward process Click on Save amp Initialize Later to only save the Feed Forward process Refer Figure 123 Home 3 Performance Appraisal gt Feed Forward gt Initialize Feed Forward gt Add Help Appraisal emm E Status emm f Employee Details am E Enable To em fy Select Appraisa v Open v O Show Hide Appr
85. s Home gt Performance Appraisal gt Feed Forward gt Questions gt Add nitialize Appraisal Question Description Manager Appraisal Manager Status Employee Status Self Appraisal DD NEW QUESTION f My Team Appraisal Question Description Feed Forward nitialize Feed Forward Question Q Description Appraise Your Manager Manager Feed Forward Employee Status SHORTCUTS Figure 121 Sentrifugo 2014 All Rights Reserved Page 92 of 98 a C a Sentrifugo KPY open source HRMS Initialize feed forward In the initialize feed forward page only the appraisal that have Closed status are displayed Appraisal Select the appraisal from the populated dropdown The appraisal details grid is displayed in the screen where Business Unit Department Appraisal Mode From Year To Year and Period are displayed Status Feed Forward status will be Open by default Upon the initialization of feed forward close and force close options will be made available e Force Close Closes the Appraisal Process by force Appraisal Process for the selected Business Unit can be configured again and for the same appraisal period e Close Closes the appraisal process for the selected business unit permanently Employee Details Here the Management will determine if the management can view only the feedback given by the employee or the feedback along with the employee names Show Employee names and their feedbacks will be displayed
86. se vopaactandeion dato ees aan ea esianes A T E 92 PAA OCG TOT Aleit eee seen E E seen 93 Appraise Your Ee EN 95 Marad r ele ene ene eee ei nee iene eee eee eee eee E eee ee 96 ENDIVE 211 eee eee eee ero eee ee ee eee ee eee ee ers 98 Sentrifugo 2014 All Rights Reserved Page 3 of 98 e Sentrifugo open source HRMS Getting Started What is Configuration Wizard Configuration Wizard allows you to configure settings that reflect requirements unique to your organization and make your application ready to use Wizard is the first screen that is displayed if you have logged into the application for the very first time Wizard enables you to enter the essential information that makes your application ready to add employees to your organization right away How do go about the Configuration Wizard Information is gathered in three sections The first is the Manage Module section a All the modules are displayed in circular representation b Click on the module icon to make it activate or inactive c Click on Save to save the changes made For further understanding refer Figure 1 e GE Sentrifugo e Eed d Back To Site Configuration Wizard allows you to configure settings that reflect requirements unique to your organization and make your application ready to use O Manage Modules Manage Modules Enable the modules that are essential to your human resource process by selecting or deselecting them 2 3 c
87. the top menu The left side panel will display the submenus Click on Openings Positions Click on Add button in the right side panel So ow Refer Figure 46 E O Ke TT 2a Dashboard Manage Modules Site Configuration Organization Human Resourc gt Click Here to Hide Menu Home gt Resource Requisition gt Openings Positions Approved Requisitions b Rejected Requisitions OPENINGS POSITIONS CV Management Action Requisition Code Job Title Requisition Status Schedule Interviews Shortlisted amp Selected Candidates SHORTCUTS me D Figure 46 Sentrifugo 2014 All Rights Reserved Raised By Reporting Manager Approver Status Sentrifugo open source HRMS et Ka s P g ot Employee Self Background Service Request Performance Analytics Service Checks Appraisal E gt Pin to shortcuts Approver 2 Status Approve No data found Page 38 of 98 Sentrifugo open source HRMS et Ka e Enter the required details f Select the approver s in the approver1 approver2 or approver 3 dropdown g Click on Save button to raise the requisition and send it for approval Refer Figure 47 cK Here to Hide Menu Home gt Resource Requisition gt Openings Positions Requisition ID Due Date Business Unit Department No Business Unit Select Department CV Management Scheduled Interviews A ni E Job Title Position Reporting Manager Required no of Positions Shortliste
88. to shortcuts ETHNIC CODES de GD General dentity Codes Action Ethnic Code Ethnic Short Code Description Gender o6 Roma Roma gypsy WROM Roma Roma gypsy Time Zones LG White Irish WIR Marital Status er E g White British WBR White British is an ethnicity classifica Prefixes CP Records per page 20 v Race Codes Nationality Context Codes de 4 Click Here to Hide Menu site Preferences Home gt Site Configuration 3 General gt Ethnic Codes gt Add General L8 Ethnic Code Ethnic Short Code Description dentity Codes Gender Time Zones Cancel Marital Status Figure Sentrifugo 2014 All Rights Reserved Page 10 of 98 How to Edit Site Configurations within the Application Click on Site Configurations in the top menu The left side panel will display the submenus Click on the desired submenu Click on the Edit icon for the record that is to be edited on the right side panel Make the required changes to the record mm D OO CD D Click on Update button to save the changes For further understanding refer Figure 8 which explains about editing Ethnic Codes GR rr A qA nal ee A aia k Ee l Dashboard Manage Modules Organization Human Resource Resource Employee Self Background Service Request Performance Analytics Requisition Service Checks Appraisal Click Here to Hide Menu Site Preferences Home 3 Site Configuration 3 General gt Ethnic Codes ES Pin to shortcuts General ET
89. ty Category Business Unit wise General admin Records per page 20 v Category Department wise Attachment C Yes No Figure 65 Sentrifugo 2014 All Rights Reserved Performance Analytics Appraisal G Pin to shortcuts ce CP Attachment Description No No of Approvers Description Page 52 of 98 open source HRMS GE Sentrifugo ac bh Lag How to Delete Service Request Click on the Service Request in the top menu The left side panel will display the submenus Click on desired submenu So ow Click on Delete icon for the record that is to be deleted on the right side panel Refer to Figure 66 er O Ke sce 2 dr ki d Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Performance Analytics Configuration Requisition Service Checks Appraisal A Click Here to Hide Menu Configurations Home gt Service Request gt Configurations gt Settings E Pin to shortcuts Categories b SETTINGS Add CP Request Types Business Unit Department Applicability Category Attachment Description Banajara Hills No department Business Unit wise General admin No SHORTCUTS Records per page 20 v Figure 66 e Inthe Confirmation pop up Click on Yes to delete the record Refer to Figure 67 Delete Setting Are you sure you want to delete the selected e setting Figure 67 Sentrifugo 2014 All Rights Reserved Page 53 of 98 gt sentrifugo
90. uestions are determined for each parameter defined in the parameters section For each parameter the supervisor can provide more than one question in relation with the parameter Click on Performance Appraisal in the header Click on Configurations on the left side panel Click on Questions submenu Click on Add in the right side panel Go oS 8 Refer Figure 93 Z KA 2a LV V Yj Dashboard Manage Modules Site Organization Human Resource Resource Employee Self Background Service Request Analytics Configuration Requisition Service Checks Click Here to Hide Menu Configurations Home gt Performance Appraisal gt Configurations 3 Questions Heip CF Pinto shortcuts Appraisal Settings Parameters QUESTIONS d GD Action Parameter Question Description Skills KPI Product Quality Ratings KPI Projects Work areas nitialize Appraisal KPI Personality Figure 93 In the Add Questions screen Select an option from the parameters dropdown Add other parameter by clicking Add Parameter Enter the question Provide description if necessary Click on Add New Question to add questions for the selected parameter j Click on Save to add questions for the selected parameter za 4 Refer Figure 94 Configurations Home gt Performance Appraisal gt Configurations gt Questions gt Add Appraisal Settings PP g Parameter Parameters Add Parameter emm f Skills Ratings Question g Description x f nitialize Apprais
91. uld unique and of a valid format Il Email field is mandatory Refer figure 74 ne Role Email iBusiness Unit Figure 74 Sentrifugo 2014 All Rights Reserved Page 57 of 98 e Business Unit l Click on Organization in the top menu lI Click on Business Units in the left side panel III Click on Add button to add the desired business unit IV Use the Code to enter in the import excel Refer Figure 75 O Ke Manage Modules Site Configuration K Human Resource g Background Checks Analytics a Dashboard Si as Resource Requisition Performance Appraisal Employee Self Service Service Request Click Here to Hide Menu Organization info Departments Organization Structure Organization Hierarchy Home gt Organization gt Business Units BUSINESS UNITS Action Name Wa FRM 2010 03 15 Street Address City oC Gi Firmware Unit FRM ware Hyderabad GE Pin to shortcuts State Country Time zone Andhra Pradesh ndia Asia Kolkata IST Announcements er Lg Hardware Unit HRD 2010 03 15 Hardware Hyderabad Andhra Pradesh ndia Asia Kolkata IST Figure 75 Note You can only enter business units that are existing in the application f Departments l Click on Organization in the top menu lI Click on Departments in the left side panel III Click on Add button to add the desired department IV Use the Code to enter in the import excel V Please make sure that Department shoul
92. ve request Refer Figure 44 CE KA i S M ZS Dashboard Site Organization Human Resource Resource Background Service Request Performance Analytics Configuration Requisition Checks Appraisal Click Here to Hide Menu My Details Home gt Employee Self Service gt Leaves gt Manager Employee Leaves Leaves MANAGER EMPLOYEE LEAVES CP Leave Request Pending Leaves Action Employee name Leave type Leave duration From date To date Reason Status Leave count Apptied On b Approved Leaves e Daisy Leave Full Day 2015 04 16 2015 04 16 self Pending forapproval 1 0 2015 04 13 Cancelled Leaves o6 Joseph B Leave Full Day 2015 04 15 2015 04 15 Tor self Pending for approval 1 0 2015 04 13 Rejected Leaves CG D Records per page 20 v My Holiday Calendar My Team Figure 44 f Select approve reject status in the Approve or Reject dropdown g Click on Save button to approve or reject the leave request Refer Figure 45 Click Here to Hide Menu My Details as Home gt Employee Self Service gt Leaves gt Manag Leaves S Approve or Reject Leave Request Pending Leaves Approved Leaves Approve Cancelled Leaves Reason Leave Type Rejected Leaves Administrative My Holiday Calendar My Team From Date To Date Status Number of days Pending for approva Applied On D SAVE Cancel Figure 45 Sentrifugo 2014 All Rights Reserved Page 37 of 98 How do Raise a Resource Requisition Click on Resource Requisition in
93. w a Sentrifugo 5 S Resource Requisition gt bi A lt A d Gi Active In active Not Available Si Refer Figure 1 Sentrifugo 2014 All Rights Reserved Page 4 of 98 Bm Ley Se sentrifugo Yass open source HRMS In the Site Configuration section all the countries their states and cities are displayed by default so as to empower the application administrator to configure the standards d Make changes to the Site Configurations based on your organization preferences e Click on Add Time Zone to add the required time zone f Click on Save to apply the changes to the application For further understanding refer Figure 2 GE Sentrifugo 4 Back To Site d CR Wee Opensource HRMS Configuration Wizard allows you to configure settings that reflect requirements unique to your organization and make your application ready to use Site Configuration Employee Code Q Currency Q Currency Code Q Se g EMPP Or deselecting them Date Format Time Format Default Time Zone ES Select Date Format Vv Select Time Format v Select Time Zone v tt Add Time zone KH S d Site Configuration Country D I State ap BS City e Configure the standards used India v Andhra Pradesh v Hyderabad v in your organization by providing the site preferences Default Password Employment Status Select Password Preference v f maton to get your system Refer Figure 2 Sentrifugo 2014

Sentrifugo User Guide - Pragmatic HR

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