This
is the base module and is available by default, it cannot be deactivated. This
module can be broadly divided into the following features.
- Employee Data Management - Maintain list of employees with details like Department,
Division, Level, Date of Joining, Designation, Reporting manager, Family details,
Education and important personal details
- Flexibility to decide which sections / fields are to be enabled in the HR record
- Control permission to make changes as per requirement. Enable approval work
flow if needed. Audit trail of changes
- Skill tracking - multi level skills can be defined and employees can be mapped,
updation of skills
- View company’s organization structure with reporting relationships in one page,
manage visibility as needed
- Customize the system as per your organization's structure, policies and processes,
add fields to HRIS as per your requirement
- Track employment status like Working, Probation, Serving notice period
- End to end processes for Probation confirmation including generation of confirmation
letters
- Manage transfers across companies (if multiple companies are activated), departments,
locations
- Manage different categories of employees - Regular, Retainer and Sub contractor
with different impact on payroll, compliances and with different policies
- Capture and manage details of Languages, Health details and Professional Certifications
- Refer article for more details
1.2 Document Management
- Generate documents like Offer letter, Appointment letter, Probation confirmation
letter, Promotion, Transfer, Address letter, Salary Increment letters through
integration with other modules
- Design and issue customized letters based on your company’s requirements. Refer article for more details
- Maintain and update employee documents like certifications, past employment
records, ID documents, resume in a centralized place. Get timely reminders when
documents validity is expiring
1.3 Company Intranet
- Manage company announcements,
company news, share important updates, publish important links
- Keep HR policy documents in one central place,
publish and track acceptance of employees on policy changes
- Control the sharing of formats / policies / operating manuals
- Intimation of events, birthdays, anniversaries
2. Onboarding & Separations
This
module is also a default module and cannot be deactivated.
2.1 Employee Onboarding
- Records for
new joiners can be centrally updated. Fields needed to be updated by HR and by
Employee can be defined ensuring accurate record updation
- New employees can be added to the system through the mobile application by
authorized personnel through a configurable workflow
- Activity check list for email id creation, asset allocation, document verification,
orientation training can be created
- Additional activities can be added and their completion tracked
- Alerts can be sent out to Office Admin / HR Manager / IT Manager to ensure
that employee on-boarding activities are performed in time
- Appointment letter can be generated post verification for successful hires
- Employee can updated as a no-show / did not join, this bypasses the separation
process
- Refer article for more details
2.2 Separations Management
- Separation
of employee due to resignation, management initiated separation, retirement or
death can be all managed
- Retirement policy can be defined enabling accurate processing of retirement
cases
- Resignation process including submission by Employee, HR or Manager, approval
and all clearances can be managed. Checklist can be designed which would be updated
by all clearance approvers
- Full and final processing and all clearances are managed in the system
- Recovery of outstanding advances and assets not returned is supported. Shortfall
in notice period can be recovered in full and final
- Resignation withdrawal and reinstatement is possible
- Exit interviews can be updated by HR or by the employee even after leaving
the company
- Intercompany Transfer through separation
- Process of transferring form one company to another within the group
- Records of employees will be closed completely in one company and new
record will be initiated in the new company
- Old company data will be visible as resigned employee in old company - Refer article for more details
3. Attendance & Leave Management
This
module helps in managing attendance and leaves. There are many features in this
module.
3.1 Calendar & Shift Management
- Define multiple calendars to allow for different holidays for different offices across different time zones
- Publish working calendar,
holiday lists, shift details
- Manage employee rosters / shifts including night shift working
- Allow changes in shift from back date, automatic correction of attendance times
based on shift data if change is made
3.2 Leave Management
- Manage any types and any number of leaves,
define your own leave policies and approval workflows
- Customize leave submission, approval workflow for different leave types
- Leave Without Pay and Leave Encashment options
- Compensatory off and Restricted holidays options
3.3 Attendance Management
- Capture
attendance through the following methods
- Biometric / Smart Card : integration with an external smart card based
or bio-metric based attendance recording system
- Web based : with IP address tracking
- Mobile application : with location tracking / geo-fencing and with selfie,
location from where attendance is being marked is captured through latitude /
longitude by default, if lat / long is to be converted to address then the option
to use geo-coding is also available (geo-coding API is priced separately)
- Manual updation through excel - Employees, Managers and HR Managers have the option of updating missing attendance
records
- Managers can mark attendance for their team members through the mobile app
- System can be configured to track both in-time and out-time and to track overtime
if required
- Track late coming and Short working hours send timely reminders / alerts
- Missing attendance and errors in time clocking can be corrected and sent for
approval
- Leaves can be created by HR Manager in bulk for late coming / short working
with easy to use interface
- Refer section for more details
3.4 Tour Management
- Employees can
submit a tour request if they are required to travel out of station for a full
day or more
- Tours can be approved with multi level workflow, attendance status is automatically
updated as On Tour
- Tickets and Accommodation can be booked by Travel Coordinator for an approved
tour and made available to the employee
- Tour cost can be claimed in Expense module and linked to the Tour request
3.5. Work From Home
- Work from home option can be enabled based on company policy to all or to a
group of employees
- Employees can submit a work from home request which can be approved with a
multi level workflow
- Attendance status is automatically managed
3.6 Outdoor Duty
- If an employee has to leave office early or is planning to reach office late
due to work which is to be done out of office then Outdoor duty request can be
submitted
- Attendance time and working hour duration is corrected based on approved Outdoor
duty times
3.7 Location Tracking
- Location of employee can be tracked with the help of the mobile app
- Basic location tracking – employee has to update the location manually
- Advanced location tracking – location is tracked using background location
service on the mobile app
- Current location and route map can be seen for employees by Managers / HR team
- Refer article for more details
4. Admin and Asset Management
This
module enables the process for asset allocation, cab booking and gate pass issue
- Company assets which are being used by employees like laptops, mobile phones,
vehicles can be managed with this module
- Allocation of assets is against a request given by manager and from inventory
- Consumables like Visiting card, Stationary can also be ordered
- Gate Pass issue of assets can be managed
- Asset can be mapped to departments and allocation controlled
- Cab requests can be booked and tracked
- During the time of resignation / separation the allocated assets are highlighted
- Refer article for more details
5. Advances and Expense Claims
This
module enables the processes for taking an advance and claiming business, travel
and other related expenses by employees.
- Employees can take an advance based with proper approval workflow. Payments
can be made through bank transfer or cash or cheque
- Advances can be set-off against expense claims or automatically recovered in
payroll based on rules
- Expense claim process includes approval by manager, approval by accounts, verification
by payables team and tracking of actual payment
- Complex policies for managing claims like travel, stay, per diem, employee
engagement, monthly mobile expenses etc. can be modeled, claims that are within
policy can be auto approved and those violating the policy can be exception approved
- Expenses can be tagged to Projects, Customers for proper accounting
- Receipts or other documents can be attached with the voucher, claims can be
in one currency and payment can be in another currency
- Employees will have complete visibility on the status of their requests
- Refer article for more details
6. Project and Resource Management
This
module helps to manage creation of projects, assigning employees on projects
- Projects can be created for internal or external customers
- Positions can be created based on requirements of Projects
- Resource Managers can categorize employees based on their status like Bench,
Training, On Project, Long Leave and track utilization
- Project Managers or Resource Managers can map employees to Projects against
open positions. More than one employee can be mapped on a position with variable
allocation / loading
- Position and Project level budgeted versus actual cost can be tracked
- Charge Codes can be created and mapped to Projects
- Costs can be captured by employee level and billing rates can be defined for
each employee who is part of a project
- Refer article for more details
7. Timesheet Management
This
module covers the process of filling up timesheets by employees against projects
and charge codes.
- Daily or Weekly timesheets can be filled by employee and to be approved by
Manager or Project Manager
- Time is filled against Charge Codes which can be tracked as billable or non-billable
- Overtime can be captured in timesheets and paid as per overtime schemes once
approved in payroll
- Summary and detailed reports help in tracking project profitability and employee
utilization levels
- Refer article for more details
8. Training Management
This
module helps in planning and executing trainings
- Employee level training plan can be created based on inputs from the performance
cycle or manually updated by the reporting manager. Employee can also request
specific trainings which on approval get included in his training plan
- Training calendar can be maintained centrally or by location, can be viewed
by all in the company\
- Training manager can plan for training, create a list of eligible employees,
decide the nomination process and share the training content / documents / reading
material associated with the training with employees
- Names of trainers and venue details can be managed
- Nominations and confirmation based on training capacity and waiting list can
be managed
- Training and trainer feedback can be taken after the training is over
- Managers can nominate or withdraw employees confirmed for trainings based on
work load
- Refer article for more details
9. Recruitment
Recruitment
module covers the end to end process of hiring a new employee
- Manage hiring requests / job openings, track new requirements or hire for back
filling against exits
- Maintain uniqueness and track source of CVs
- Parse resumes coming through email or manually uploaded and store data in Candidate
database, Parsing is an optional feature and parsing cost would be charged separately
- Login for Placement Agency for them to login and provide resumes (needs Agency license
- Integrate with job portals through email and automatically update all resumes
received from these sources in the database (this feature will not work without
parsing)
- Integrate the career page with Company’s website or use default career page
to seamlessly push jobs and received resumes
- Launch and manage employee referral programs
- Monitor recruitment through a comprehensive dashboard
- Track candidates across the process of recruitment – short listing, interview,
offer generation and post offer
- Schedule interviews
- Create offer letters through a configurable approval process and email it to
the employee directly
- Review status and performance against target timelines
- Transfer candidates who have accepted the offer to HRIS
- Refer article for more details
Note - Recruiter and Agency licenses are priced separately. Recruiter license
is needed compulsorily to for usage this module, Agency license is optional.
Parsing is an optional feature which will be charged if taken.
Performance
management module helps in conducting structured performance review for employees.
If Project module is activated then project based assessment can also be carried
out.
- Manage Annual Performance Review process through a customizable process which
allows you to select from various design options and lends itself to a balanced
scorecard based approach
- Different performance cycles can be setup within one company with different
process design
- Define Goals / Performance criteria based on employee profile and templates
- Configurable rating scale
- Select from Annual, Half Yearly, Quarterly or Monthly review processes
- Track targets and actual achievement
- Use of self-assessment and manager feedback
- Completely managed using workflows
- Use a quantitative rating and percentages to quantify the employee year end
rating
- Project Managers and Employees can participate in project based reviews through
the Project Assessment process if Projects Module is activated
- Refer article for more details
11. Helpdesk
Helpdesk
module provides the option to employees / support team to raise tickets
- Employees can raise and direct their queries to HR / Payroll / Admin / IT /
Accounts
- Helpdesk query is redirected automatically to the right person
- Priority and closure of query can be tracked
- Refer article for more details
12. Surveys and Polls
12.1 Survey features
- Administrator can create custom surveys
- HR Manager can release surveys to a defined target group of employee
- Option to keep the survey confidential
- Send out reminders to incomplete survey
- Analyze results through consolidated reports
- Refer article for more details
12.2 Poll features
- Create a snap poll with Yes/No answers or
a more detailed poll with different options
- Option to keep the poll confidential
- Option to show the poll results to the participant
- Analyze results through reports
- Refer article for more details
13. Field Force Management
Field
force management module provides the following features
- Customer location management – create and manage customer locations with 100%
accurate placement on map
- Visit management – plan customer visits, check-in / check-out when at customer
location, update visit details
- Field force tracking – track location of team members, route taken through
the day and timeline depicting time spent at various locations and time spent
traveling can be viewed
Note: To use this module a separate “Field” license is needed, which is priced
separately.
14. Payroll
14.1 India Payroll
EazeWork's payroll application is completely compliant with Indian laws and regulations.
Details of Payroll features are given in
payroll section.
It allows for a company to effortlessly run their payroll in-house and reduce
dependence on external partners. Application features are -
- Can be used for both Salary and Expense reimbursements as a part of monthly
salary
- Map Monthly and Annual Taxable, Tax-free and Perquisite salary heads
- Automatic statutory and optional deductions like VPF, EPF, EPS, ESI, LWF, Professional
tax
- Any changes in statutory laws are updated by EazeWork ensuring compliance are
met
- Employees can download their salary slips, Form 16, Tax calculations and generate
their nomination forms
- Employees can submit declarations for Tax Savings, Other Income, House Rent,
VPF
- Information on LTA and also company loans can be modeled and used for salary
reimbursements and deductions
- Employees can request advances and loans which are then recovered from payroll
- Employees can manage their own salary through Flexi benefit design option
- Salary increase with retrospective effect and payment of arrears
- Full & Final settlement of employees
- Generation of compliance related documents like monthly PF ECN, Quarterly 24Q
files, ESI input file, Form 16 Part B
- Payroll for Retainers is also supported
- Perquisite value calculations
- 206AB declarations and deductions for Retainers / Consultants
- Option to generated Form 12BA
- Refer article for more details
14.2 Africa Payroll
Africa payroll application is completely compliant with the local laws and regulations.
It allows for a company to effortlessly run their payroll in-house and reduce
dependence on external partners. Application features are -
- Flexible design of salary structure incorporating the tax-free components as
the country laws
- Automatic Salary processing, deduct Leave Without Pay, pay variable components
- Allows for statutory and optional deductions like PAYE, IRPP, NAPSA, NSSF
- Automatic tax calculations as per the country laws
- Stores information on employee declarations on dependents / family / employment
status
- Salary increase with retrospective effect and payment of arrears
- Employee advances / loans and recovery from payroll
- Expat salary processing with specific rules applicable to expats
- Full & Final settlement of employees
- Employee Self Service where most of the details are entered by employees directly
and they can download their salary slips or tax calculations from their accounts
- Generation of relevant compliance related documents
- Generation of bank payment advice
14.3 Middle Eastern Payroll
EazeWork also supports payroll for Middle Easter countries, it is compliant with
the local laws and regulations. It allows for a company to effortlessly run their
payroll in-house and reduce dependence on external partners. Application features
are -
- Flexible design of salary structure incorporating the tax-free components as
the country laws
- Automate Salary processing, deduct Leave Without Pay, pay variable components
- Allows for statutory and optional deductions like GOSI, GOSI Risk, Accommodation
- Automatic tax calculations as per the country laws
- Stores information on employee declarations on dependents / family / employment
status
- Salary increase with retrospective effect and payment of arrears
- Employee advances / loans and recovery from payroll
- Expat salary processing with specific rules applicable to expats
- Full & Final settlement of employees
- Employee Self Service where most of the details are entered by employees directly
and they can download their salary slips from their accounts
- Generation of bank payment advice