Implementation of Management Information System (MIS) including Financial Management System (FMS) in ICAR (NAIP Funded Project) User Acceptance Testing – Payroll

Employee’s Data View in HR System. Agenda – First Day Employee’s Data View in HR System. Employee’s Service Details View in System. Payroll Component Entries View in System. HR to Payroll Process Flow. Payroll Processes & Reports. Payroll Integration with Finance. 2 IBM Confidential 2

Superannuation Initiation Process. Pension Forms & Reports. Agenda – Second Day Superannuation Initiation Process. Pension Forms & Reports. Pension Sanctioning. Pension Authorization. Retrials & Benefits Disbursement. Regular Pension.

Monthly Payroll Life Cycle

HR-Payroll-Finance Integration

Logging into Oracle Application Enter Login Credential Information to gain access.

Personnel Responsibility Dealing Hand Access to HRMS Data

Personnel Dealing Hand Access For HR Data & Payroll Entries Different Tasks Under HRMS Responsibility

DDO Access For Payroll & HR View Data DDO Access For Payroll Run, Related Processes & Reports DDO Read Only Access to HR Data

Payroll & Related Processes Access For DDO Different Tasks Related to Payroll for DDO to Perform

HR Read Only Data For DDO Different Tasks Under Read Only HR Access.

Clicking on “Open Employee Service Record” Task Will Open the below Form

Find Person Form Enter Either Employee Name or Employee Number and Click on Find Button to Open the Record of an Employee.

Employee Basic Details Form This form will show all the Basic details of an employee as already entered by Dealing Hand.

Employee Address Details Clicking on Address Button will display Address Details of an Employee as already entered by Dealing Hand,

Employee PAN Details Clicking on PAN Tab in Employee Basic Details Form will display PAN information of an employee as already entered by Dealing hand.

Employee Service Details. Clicking on Service Details Button in Employee Basic Details Form will display Service Details of an employee as already entered by Dealing hand.

Employee’s Payroll & Statutory Information. Employee’s Payroll Information in Service Details as already entered by Dealing hand. Clicking on Statutory Information Tab in Service Details Form will display Statutory Info of an employee as already entered by Dealing hand.

Employee Basic Salary Information. Clicking on Salary Information Button to know the Basic Salary Of an employee as already entered by Dealing Hand.

Basic Salary Information New Page will display Monthly & Yearly Salary Of An Employee.

Payroll Components Information. Click on Salary Components Button to Display all Eligible Payroll Components.

Payroll Components Another Form will open and display the Information & frequency of Payroll Components as already attached by Dealing Hand.

Employee Pay Method Details Click on Payroll Related Button to display Payment Method Details of an Employee as already entered by Dealing hand.

Employee Pay Method Details View Clicking on Pay Method button will display another form with List Of values.

Employee Pay Method Details View Double Click on Pay Method option to see Employee Payment Methods

Bank Details field captures the information of Bank Details. Payment Details Form Bank Details field captures the information of Bank Details.

Employee Bank Account & Related Details. Clicking on Bank Details Field will display Bank Account & Related Details.

DDO Payroll Access Choose “IASRI DDO Payroll Access Responsibility” to perform Payroll Related Activities

Run Payroll For Group Of Employees Click on “Create Group of Employees for Payroll Run” to Create a Set of employees to be used in Payroll Run for Execution

Creating Set Of Employees Enter the name of the Set. The same name will be used as an input Parameter for Payroll Run

Payroll Run For All Employees / Group Of Employees. Click on “Run Payroll for all Employees / Group Of Employees” Task to execute Payroll Run.

Search for the Payroll which has to be executed Payroll Run Search for the Payroll which has to be executed

Interest & Non-Interest Bearing Advances Life Cycle

Non-Interest Bearing Advance : Festival Advance

Interest Bearing Advance : Computer Advance

GPF Advance & Withdrawal Process Flow

GPF Withdrawal Disbursement

Employee Wise Payroll Run Task Form will be opened for DDO to run Employee wise Payroll.

Single Employee Payroll Run Click on “Run Payroll for a Single Employee” Task to run Employee Wise Payroll.

Employee Wise Payroll Run Enter Either Full Name or Number of an Employee and Click on Find Button.

Employee Wise Payroll Run Core Form to run Payroll for Individual Employees

Employee Wise Payroll Run Enter Date Paid & Date Earned as Last Day Of The Month before Clicking on Start Run Button

Employee Wise Payroll Run Employee Wise Payroll Run is successfully Completed..

Validation : Employee Wise Payroll Run Click on View Results Button to Validate the Payroll Run.

Validation : Employee Wise Payroll Run Choose SOE Report option from the available list of Values and Click Ok Button.

Statement Of Earnings Report

Finance Dealing Hand Access For Payroll & HR View Data Finance Dealing Hand Access for Payroll Processes. Finance Dealing Hand Read Only Access for HR Data.

Payroll Tasks Available Under Finance Payroll Access Different Tasks Available Under Payroll Access For Finance Dealing Hand.

Employee Wise PrePayments. Click on “Process PrePayments for a Single Employee” task to run PrePayments.

Run Employee Wise PrePayments A new form will be opened.

Employee Wise PrePayments Enter Either the Full Name or Number for whom PrePayments have to be run and Click on Find Button.

Employee Wise PrePayments New Form will be opened and it can be used to Validate the Payroll executed by DDO before running the PrePayments.

Employee Wise PrePayments Click On View Results Button to Validate the Payroll Run. New Form will be opened.

Employee Wise PrePayments Double Click on SOE Report to Validate the Payroll Results.

Statement Of Earnings Report

Start PrePayments Click on Start Pre-payments Button to run Pre-Payments of an Employee and generate a report by the name : “ICAR Employee Payment Mode Report”

Validating Pre-Payments Process Click on View Results Button to Validate Pre-Payments Process. Another form will be opened.

Verifying PrePayment Results Double Click on Payment Methods to Validate the Pre-Payment Process.

PrePayments Status Another Form will be opened displaying the Status of Pre-payments Process.

Start Payroll Archival Click on Start Archive Button to run Payroll Archival for Payslip Generation.

Payroll Archival Payroll Archival has been successfully completed and Payslip can be generated after this Stage.

Verifying Employee Wise Payroll Process Results. Click on “Verify Employee Wise Payroll Process Results” to review the Payroll Processes being executed at Employee level for each period.

Verifying Employee Wise Payroll Process Results. A form will be opened to review the Payroll Processes and their Statuses already executed.

Verifying Employee Wise Payroll Process Results. Enter either Full Name or Number as a Search Criteria and then Click on Find Button for System to display all Payroll Processes already executed for the same employee.

Verifying Employee Wise Payroll Process Results. System will display period wise information of all Payroll Processes and their Status.

Reviewing Payroll Process Results Click on “Verify Payroll Process Results” to review the Status of all Payroll Processes

Reviewing Payroll Process Results

Reviewing Payroll Process Results

Reviewing Payroll Process Results

Reviewing Employees Processed in Payroll

Reviewing Employees Processed in Payroll

Investment Declaration & Approval For Accurate Income Tax Calculation

Income Tax Proofs Approval Click on “Search Tax Declaration” to Approve Income Tax Proofs.

Income Tax Proofs Approval

Quarterly & Annual Archival & Tax Returns. Click on “Quarterly Payroll Archival” task to Archive Quarterly Payroll Runs. Click on “Annual Payroll Archival” to Archive Yearly Data after the Completion of all the Payroll runs in a Financial year. Click on “Employee Quarterly Tax Returns” task to generate Quarterly Tax Reports. Click on “Employee Annual Tax Returns” to generate Form16 of employees.

Arrear Payment

Arrears Payments : A Pre-Payroll Process Click on “Arrear Notification Report” task to review all the Employees Eligible to get Arrear Payment. Click on “Arrear Process” task to attach Arrear Components with all the Eligible Employees.

Appendix