Release Announcements-EmployWise

Release Announcements

EmployWise Release, Monday 28 November, 2016

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3 New features added

Compensation

1. Employee Transfer Report

Objective:
The intent of report is to give employee's transfer data record in selected date range.

This report contains below transfer records.
1. Company Transfer
2. Location Transfer
3. Function Transfer

From where HR can get this report?
1. Login as HR.
2. Go to > Compensation > Reports > Transfer Report

Payroll

1. HR access rights for "Bulk Download Payslips"

As per discussion with lots of clients, it was very much required that HR need some permission for downloading payslip for employees in case when employee is not able to see slips using online portal or not able to access emails. When employee becomes alumni etc.

How to use this feature?
1. Login as Administrator.
2. Go to Settings > User Permissions > HR Users > Select any HR
3. Under payroll module give access of "can view payroll data".
4. Now login as HR (with access rights).
5. Go to Compensation > My Payslip
6. Click on "View Other Employee Payslip"
7. HR would be able to see individual payslip & download bulk payslip as per selection.

2. HR access rights for "Update Tax Declarations" on behalf of employee.

As per discussion with lots of clients, it was very much required that HR need some permission for defining tax declarations on behalf of employee when employee is not able to update declaration. Mostly because of this employee has to face lots of TDS deduction which they don't want to face. Hence we have introduced a feature where HR can update Tax Declarations on behalf of employee.

How to use this feature?
1. Login as Administrator.
2. Go to Settings > User Permissions > HR Users > Select any HR
3. Under payroll module give access of "can edit payroll data".
4. Now login as HR (with access rights).
5. Go to Compensation > Tax Declaration
6. Click on "View Other Employee's Declaration"
7. HR would be able to search employee by name or code & would be able to update tax declarations.

EmployWise Release, Monday 21 November, 2016

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3 New features added

Travel & Expense

1. Expense Claims can be made with details of Pre-tax & Tax amount.

Objective:
As per different company policies, company only allow employees to reimburse pre-tax amount.
For example - employee claims of INR 3,000 (Pre-tax amount - INR 2500, Tax amount - INR 500). Now HR can define employee claim limit on pre-tax amount or post-tax amount as per company policy.

Deviation will be handled as per defined policy by HR.

How to apply these settings in existing system (Back End)?
1. Login as administrator.
2. Go to Settings > Travel & Expense > Expense Entitlements > Add New / Edit existing entitlement
3. Choose Tax Amount Required as "Yes".
4. Choose Limit Calculation On* as "Pre-tax" or "Post-tax".
5. Choose "applicable from" option for defining effective date.

What changes can be seen to employee (Front End)?
1. While creating any claim, employee would be able to see option of filling Pre-tax and Tax amount for each claim line item.
2. Similar settings has been made available for Approved, Accounts person & Payer too. 

2. "Expense Claims Entitlement" can be defined at combined level or individual claim level.

Objective:
We have introduced one very demanded feature from several clients which allows HR to set up claim entitlements at combined level which means employee can adjust amount in different claim items but must not exceed with combined entitlement for entire claim.

Deviation will be handled only if employee total claim amount exceeds combined level entitlement.
This will help teams in managing deviation process.

How to apply these settings in existing system (Back End)?
1. Login as administrator.
2. Go to Settings > Travel & Expense > Expense Entitlements > Add New / Edit existing entitlement
3. Select checkbox of "Deviation to be handled on Total Entitlement".
4. Choose "applicable from" option for defining effective date.

What changes can be seen to employee (Front End)?
1. All the calculation will be done at combined level instead of checking each claim limit for deviation.

Employee Acquisition

1. Request For Recruitment (RFR) Applicability Settings Update

What's New?
Previously applicability could be set only on selected parameters. Now we have made it more dynamic and have introduced standard option which can be seen in other applicability settings as well.

 

EmployWise Release, Monday 14 November, 2016

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3 New features added

Payroll

1. New Location added for Professional Tax in Tamil Nadu

Rajakkamangalam location has been added for Professional Tax.
This is part of statutory compliance hence Employwise is keep making such changes as per change made by government.

2. Make Payment Interface

Purpose & Changes made in Make Payment Interface.
After running payroll below things can be done.
1) Selection of employees (Easy option available for identification of Separating employees, Alumni employees) which needs to be processed for Salary Transfer.
2) Generate Bank Advice Report.
3) Making changes in Salary Bank Advice Report in case of any changes made in last moment by adding or removing employees from the list chosen last time.
4) Mark Payment as confirmed after actual payment is done by the employer.
5) Generate Payslip option will be available after marking payment as confirmed and payslip will be available for employees who were part of actual Salary Bank Advice Report.

How to use this?
1) Login with access of Payroll Manager.
2) Run Payroll as you normally do for employees.
3) After finishing payroll, Go to Compensation > Make Payments
4) Click on Create New Payment > Select Company > Payroll Period
5) You would be able to see the changes which has been mentioned above.

Security Updates

1. Cross-Site Request Forgery (CSRF) Threat Handling

Cross-Site Request Forgery (CSRF) is an attack that forces an end user to execute unwanted actions on a web application in which they're currently authenticated.
Employwise continuously try to keep updating security settings.
This threat has been handled for EIP & L&A Module.

EmployWise Release, Monday 07 November, 2016

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3 New features added

Payroll

1. Implementation of leave encashment policy in Full and Final calculation.

Purpose
Companies follow different policies for leave encashment limit to be considered while doing Full & Final of employees for different separation cases.
Hence Employwise has come up with a solution which allows HR to define maximum limit of leave encashment while processing Full & Final.
This change is only applicable for Encashable leave type.

How to make changes in existing system?
1) Login with Administrator rights.
2) Click on Settings from top right corner.
3) Go to Leave & Attendance > Leave > Leave Types
4) Open any leave which has been defined as encashable leave type.
5) Find settings for "Leave Encashment" & option must be selected as "Pay Directly"
6) Once you choose this option, you will see option for defining "Leave Encashment Limit" for following separation types. A) Resignation B) Death C) Retirement D) Terminated

2. Actuarial Valuation Report

Purpose of report
1) Provide provisioning amount for gratuity and leave encashment as per defined compensation as on date. It allows company to get the details of total liability of the company as on date.

How to get the report?
1) Login with access of Payroll Manager.
2) Navigate from Header Menu > Compensation > Reports > Actuarial Valuation Report
3) Select Company, Financial Year, Month and Generate Report.

Additional Handling:
1) No need to worry if report is having lots of data. Just apply filter & click on generate report. No need to stay on the page for report. You can leave that page and later come back and you will find a link for downloading report.

 

T&E

1. Option of defining Stay & Other type head in Travel & Expense.

Purpose
Companies are having different policies for stay limits & some specific heads hence Employwise has introduced feature of defining stay heads & other head city wise.

How to make changes in existing system?
1) Login with Administrator rights.
2) Click on Settings from top right corner.
3) Go to Travel & Expense > Expense Entitlements
4) Click on "Add new expense entitlement" or Edit any existing expense entitlement.
5) You would be able to see option of selecting City Category for "Travel | Stay" & "Travel | Other" heads.
6) Just make relevant changes and save.

EmployWise Release, Monday 31 October, 2016

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3 New features added

Payroll

1. Consolidated pay sheet for employees

Purpose of report
1) Get YTD (Yet to Date) Payouts for employees.
2) Monthly Payouts details for employees.
3) Addition of "Arrear Days" column in report.

How to get the report?
1) Login with access of Payroll Manager.
2) Navigate from Header Menu > Compensation > Consolidated Pay Sheet
3) Select Company, Year, From Month, To Month and Generate Report. 

2. Employee Provisioning Report

This report contains Employee Core Information, Flexi Groups, Ex-Gratia, Leave Encashment & Monthly breakup of each head.

Purpose of report
1) Provide provisioning amounts for employees which is mostly required in companies for financial planning.

How to get the report?
1) Login with access of Payroll Manager.
2) Navigate from Header Menu > Compensation > Reports > Employee Provisioning Report
3) Select Company, Financial Year, Month and Generate Report.

Additional Handling:
1) No need to worry if report is having lots of data. Just apply filter & click on generate report. No need to stay on the page for report. You can leave that page and later come back and you will find a link for downloading report.

 

T&E
1. Enhancement in process of defining Expense Types Heads applicable for Conveyance & any Other Expense Type.

What's new?
1) Updated navigation which allows you to access all expense types created on a single page itself.
2) Define new expense type without leaving screen & define parameters as per new layout.

How to access?
1) Login with access of Administrator.
2) Click on Settings from top right corner.
3) Go to Travel & Expense > Expense Types
4) Access the new design & layout of new forms.

EmployWise Release, Monday 24 October, 2016

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1 New feature added

T&E
1. Grade Level Approval Workflow for Expense Approval

Expense Approval Workflow enhancement by adding feature of defining workflows as per Grade Level.