Click to add title - Sine Wave · 2016-10-21 · Title: Click to add title Author: Amit Dahotre Created Date: 12/16/2014 6:48:26 PM

Sinewave Computer Services Pvt. Ltd. Page 116/12/2014

Presents

Smarter Work Planning


WORK FLOW MANAGEMENT

Create Master data of organization info, Group, Category, Branch, Designation master with Book or CD library, Holiday master, Work type and Employee Master.

Facility to assign rights to employees to have access to different sub-modules available in system.

Create additional contacts other than assessees by providing their contact information.

Define the Work proposal with work category estimated time and total cost.

Get It In WFM

Access Taxbase assesses information

Maintain Inward and Outward registers.



Facility for allocation of assignment received from customers to office staff

WFM- Daily view diary for employees to view the work assigned with work description and facility to change the status if work completed or pending or transferred to other employee..

Get It In WFM

Additional useful facilities of Call Back Request ,

Reminders and Notes.


Understanding WFM


Concept

Workflow Management Systems allow organizations to define and control the various activities associated with a business process.The introduction of workflow management tools should be seen as an opportunity to improve both the underlying business process and the existing organizational structure. Many benefits can be accrued if the workflow management system is implemented as part of a broader business solution.

Who can use? Tax Professionals, CA Firms & Tax Consultants

What is

required?

- You should be a Taxbase/ TaxbaseLAN user.


WFM Dashboard

Sinewave Computer Services Pvt. Ltd. Page 6

Enter organization information with customer ID and password

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Organization Information & Customer ID


Master List

Master List Description

Group Master Add user to the specific group or

create a new group.

Category Master Add user to the category or create new

category with all the details. Rate per

man hour for the user will be decided

as per his category.

Designation Master You can define the user designation

from here.

Branch Master Here you can specify a branch of the

user to which he belong.

Book/CD Library Book and CD library is provided .

Holiday Master List of all the holidays throughout the

year.


Here you can enter work details, i.e. Type of work and Work description.

Work Type Master


You can define employees by providing employee information and also accessrights can be given accordingly.

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Employee Master with User Access Rights


WFM also has a facility of maintaining Inward and Outward registers.

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Inward and Outward Register


Here you can create contacts of customers other than your taxbase assesses byproviding their personal information.

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Other Contacts


Taxbase assessee information can be seen from here.

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Taxbase Assessee


In Proposal Home you can define the proposal with work category, rate perhour, estimated time and Total Cost.

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Proposals


You can keep record of customer profile which can help you in assigning work toyour employees

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Work Assignment


My Diary

This is Daily Diary for employees, Here employer can assign work by login as a superuser,He can also see the progress of the assigned work and employee can see type ofassigned work and the work description. Employee can change the status of the work to

“completed” or ”pending “ by login as employee .


Here you can save the documents customer wise by providing the system path.E-mailing the documents to a customer is also possible..

Document Management


Call Back Request : Get a call from our support team on clickReminder : Set up the reminders for your important tasks.Notes : Create notes for your day to day activities

Other Utilities


Documents

Click to add title - Sine Wave · 2016-10-21 · Title: Click to add title Author: Amit Dahotre Created Date: 12/16/2014 6:48:26 PM