Release Announcements-EmployWise

Release Announcements

Capturing Geo Attendance and Enhancements in Expense and Payroll Module

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Monday, Nov 27, 2017 | 2 New Feature Added.

Module: Travel & Expense

1. An additional option of Refer has been introduced at accounts verification step in Expense Claim.

Purpose:
Once the claim has been approved as per defined workflow and verification step comes in the picture then there is a need that Verifier is not in a situation to verify or return the claim to the employee. In this scenario, Verifier would be able to refer this case to any other employee and a new employee who has been referred can take further action in the system.

Where can I see this change?
1. Login as Account Verifier.
2. Go to Expense > All Expense Claims > Need to Act
3. Open any claim line item.
4. You will find an option of Refer at the bottom.
5. Clicking on this button, Verifier needs to search an employee and enter a mandatory comment and refer.
6. The system will post this Verification step to the new employee and that employee would be able to take further action in such cases.

Module: Leave & Attendance

2. Capturing Geo Location of Employee while Marking In / Out from Mobile App

Purpose:
There is a need when the company wants to capture employee's Mark in and Mark Out location. Hence we have introduced this feature which captures location of an employee while Marking In and Marking Out.

How does this work?
1. The employee needs to install Android/iOS application of EmployWise from below mentioned links.
Download iOS App - https://itunes.apple.com/in/app/employwise/id1191418553
Download Android App - https://play.google.com/store/apps/details?id=com.employwise.ggs.employwise

2. Give Permission for Location Access to the App.
- If an employee doesn't give permission then location would not be captured.
- Calendar will show a message - "Location services not enabled"

3. Turn GPS on always before Marking Attendance On / Off.
- If an employee doesn't turn GPS on while Marking in / out then location would not be captured.
- Calendar will show a message - "Location service switched off"

4. If an employee gives permission and turns GPS on while marking in / out.
- The calendar will show Location from where attendance was marked.

5. If an employee is marking in/ out from other sources like - BioMetric, Web, Past Attendance, Out on Duty, Etc.
- The calendar will not show any location.

Currently, Location can be seen in employee calendar on the website and we will be making it available in Mobile apps soon.

Module: Payroll & Taxation

3. Update computation logic of ESIC & P. tax in F&F.

What is the change?
1. If FnF is getting processed after the month in which employee got separated.
- The system will not process ESIC.

2. F&F after separation month
- States with Annual Computation
The system will deduct the residual amount of P. tax same as Separation month payroll or March Payroll.
Residual Amount = Annual Deduction as per slab - Total deducted till now

- States with Monthly Computation
The system will deduct the monthly amount of P. tax same as Separation month payroll or March Payroll.

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Enhancements in Tax Declarations

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Monday, Nov 13, 2017 | 1 New Feature Added.

Module: Payroll & Taxation

1. Validation of data while doing proof submission in Tax Declarations

What's New:
1. While submitting proofs, the system will validate all of the data points which has been submitted by the employee.
2. UX improvements in uploading multiple documents.

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Enhancements in Travel & Expense Module - Part 2

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Monday, Oct 30, 2017 | 12 New Features Added.

Module: Travel & Expense

1. Additional Payment Modes has been introduced

What's New:

As per new trend in the market, there are lots of other payment options are available nowadays, hence we have added below payment options while creating any expense line items.
1. Net Banking
2. Debit Card
3. Wallets

2. Tracking of comments before re-apply action by the employee

Current:
Whenever employee re-apply for any travel request then all of the previous comments which was entered while reconsidering the request gets lost.

New:
The system will keep track of all of these comments and will be shown throughout the travel request to all of the action takers.

3. View of employee's eligibility while approving travel request

Current:
The manager can only see the deviation part along with the reason provided by the employee.

New:
Approver would be able to see the "Eligibility" of the employee as well for approval decision support.

4. Tripwise outstanding advance details will be shown.

Current:
Approver / Accounts Person / Payer - Can only see total outstanding advances of all currency but there is no provision by which they would be able to see advances details trip-wise.

New:
Approver / Accounts Person / Payer would be able to see all outstanding advances trip-wise.

How can I see this?
1. Login as Approver / Accounts Person / Payer
2. Open any Travel Request for which any advance is pending.
3. Look at the right side section where the total outstanding amount is visible.
4. Click on the hyperlink (Total Amount).

5. Changes in Bank Advice Report for Expense Claims

What's New:
An additional column of "Employee Status" has been added in this Report. This will contain data points.
- Active
- Alumni
- Separating"

How to access this report?
1. Login as HR.
2. Go to Expense > Reports > Expense Report
3. Choose relevant filters and download the report.

6. Changes in Travel API

What's New:

Below fields has been added to API.
1. All forex details tracking
2. Advance Returned Details
3. Advance Recovery Details

7. Changes in Expense API

What's New:

Below fields has been added to API.
1. Adjusted advances details
2. Travel Type - Domestic / International flag

8. "Delegate" option for Travel Desk member

Purpose:
Sometimes it is required that a travel desk person is not in a position to book tickets for example - High Fare amount flights. In this case, an additional approval is required from a senior member in the team and post-confirmation, he/she can take any action.

What's New:
1. Any travel desk member will be having an option of "Delegate" (configuration based).
2. Clicking on this button, the system will ask to search an employee to whom he/she wants to delegate this request.
3. Post employee selection, a mandatory comment needs to be entered by the travel desk person.
4. click on submit, this booking request will be allocated to the new person to whom this request has been delegated.
5. This new person can either take an action like reconsider, booking confirmed etc. or delegate back to any person with comments.

Module: Payroll & Taxation

9. Outstanding travel advances recovery using payroll

Purpose:
As per company policies, it is required that if an employee doesn't settle any travel advance amount within x days then the system should recover such amount from the payroll directly.

What's New:
Now EmployWise is capable of recovering outstanding travel advances using EmployWise Payroll.
You just need to define no. of days after which system will schedule the recovery of such outstanding amounts.

10. Employee Separation Workflow Enhancement

What's New:
"Functional Supervisor" option has been added to the second level approval workflow.

11. Employee Confirmation Process Enhancement

Purpose:
As per various company's need, there are some conditions in which company doesn't want managers to recommend confirmation in different conditions.

What's New:
HR users can define the set up with the below-mentioned option which will not allow any manager to recommend any employee.

1. Based on No. of Questions Rating given by L1 Approver below x. Example - If any manager is giving the 2-star rating in more than 5 questions then the system will not allow the manager to recommend. 2-star and 5 questions are variable and can be configured as per company policy.
2. Based on Overall Rating below x." Example - if any manager gives the rating to an employee in such a way that employee's overall rating becomes 2.87 which is less than 3 then system will not allow the manager to recommend this employee. 3 rating is a variable and can be configured as per company policy.

12. Contract expiry notification

What's New:
There are lots of employees works in a company on contract hence there is a need that HR should be notified before x days of contract expiry date for renewal of the contract.

How to setup?
1. Login as HR.
2. Settings > Employee Portal > Escalation Alerts
3. Contract Expiry Alerts can be set from here.

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Enhancements in Travel & Payroll Module

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Monday, Oct 23, 2017 | 6 New Features Added.

Module: Travel & Expense

1. Travel Modification and Cancellation Request Enhancements with additional workflow


Purpose:
Previously employee was not able to cancel/modify a travel request after either Travel advance has been issued or booking has been marked as updated by the travel desk (booker) or both. Also whenever any travel cancellation happens then such requests do not go to approval and Booker also doesn't get Need to Act request for canceling the bookings. Hence we have introduced workflow around this.

What's New:
1. Now, the employee will be able to Cancel or Modify a request even after any of these have been done.
2. Travel Cancellation will also be sent for approval, just like travel request or its modification is. The approver(s) will be same as for an original request or its modification.
3. On travel cancellation, once cancellation request is approved, Booker will not only get a notification but also get a ‘Need to Act’ action request in the home page and will be able to update cancellation of individual line items.

 

2. Tripwise advance return Option

Purpose: 

Previously Accounts person couldn't adjust outstanding advances trip-wise. They were having an option by which all outstanding advances gets adjusted on FIFO basis.

What's New:
Accounts person can open any specific Travel Request in which advance has been issued and there is some outstanding advance left with the employee. In this case, accounts person will get an option of "Marking Advance as Returned". This can be done for all issued advances (multiple currencies) in this particular trip only.

3. Mobile number and Passport validation in travel request


Purpose:
While creating travel request there is some information which needs to be filled by an employee because that will be used by the Travel Desk while booking tickets. For example - 1) Mobile Number on which employee will receive tickets message or Travel Desk person can connect. 2) Passport Details in case of Overseas Travel

Current Functionality:
1) The system shows updated mobile number from employee’s profile while creating travel request. If it is incorrect or has changed and the employee changes it while making the travel request, it doesn't get updated in employee profile, with the result that in the next request, the same incorrect or old number used to appear again and would need to be changed again.
2) For an international trip, the employee can only view Passport Details but editing is not possible.

What's New:
1) Now, if the mobile number is entered or modified while making a travel request, it also gets updated in the Contact details in the employee profile.
2) For international trips, the employee would be able to not only view the Passport Details but also modify it and the modifications will get updated in employee’s profile as well, with or without HR approval, as the case might be as per settings defined in EmployWise. In case if Passport details are not updated in employee profile then it will be mandatory for the employee to update the details for an overseas travel.

4. Currency conversion tracking

Current Functionality:
Currently, System doesn't track the source of the currency which was being used in any expense claim.

What's New:
Now we have started tracking all of the forex currency sources which can track back and tell us the original source of the currency. We have made API changes as well as capturing this data.

 

Module: Payroll & Taxation

5. Payroll Status Tracking

Purpose:
When payroll manager starts running payroll, there is no provision by which they can see the status of payroll. Hence we have created a dashboard which will give you the summary of all ongoing payroll along with Status.

How to use this?
1. Login as Payroll Manager.
2. Go to Compensation > Payroll > Manage Payroll
3. You can see below details for any payroll which is in draft mode. - Rule Name, Month & type, Status, Details

6. CTC Claims on basis of pay-head balance

Purpose:
Employees were not able to claim because specific pay-head is not applicable to the employee but it may happen that balances are still available which employee wants to claim like LTC Claim of Previous FY.

What's New:
We have introduced a customize claim process which will allow users to claim for whom they are having balance despite being that head is not on employee compensation. Payroll process to incorporate the same logic for processing claim at the time of payroll.

 

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Tax Computation Breakup for self-assessment in Payroll Module

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Monday, Oct 16, 2017 | 1 New Feature Added.

Module: Payroll & Taxation

1. Tax Computation Breakup of different heads

Purpose:
We have received feedback regarding showing employee Tax Computation breakup so that employee can understand how amounts have been calculated and can understand tax computation in detail.

How to access Tax Computation Sheet?
1. Log in as an employee.
2. Go to Compensation > Tax Computation
3. By default system will show the data tax computation of current FY.

What are the changes?
1. Breakup of Gross Salary
2. Section 10 exemption Breakup
    A) Transport Allowance
    B) House Rent Allowance
    C) Children Education Allowance
    D) Children Hostel Allowance
3. Tax calculation Breakup

For all of the above-mentioned heads are hyperlinked now. You need to just click and a breakup of each head can be seen.

We will be showing breakup of other heads soon.

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Enhancements in Travel & Expense Module

  • Read: 36 times

Monday, Oct 09, 2017 | 2 New Features Added.

Module: Travel & Expense

1. Capture Tax Details / GST Details configuration has been introduced at a head level for Travel Expenses.

Purpose:

As we all know that GST is something new and everyone is trying to get this settled as per individual needs. We have observed during these months that clients are not willing to capture GST details for which they can't get the benefit. Hence we have introduced a feature which will allow clients to configure GST at a head level directly. For example - Travel, Stay, Food, Others

2. Daily Allowance (DA) Claim line item interface changes in Travel Expense Claim

Purpose:

Currently, we ask the employee to select the city category and post this selection, the employee gets eligible amount as per city category and employee enters the city which is not linked to any city category hence it is creating confusion when the employee chooses different city category and enters the different city name.

What has been changed?

We have stopped asking City Category from employee now. System asks employee to enter city name and basis on the city name, the system automatically identifies City Category and employee gets eligible amount automatically.

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