[Product Name]

[Version X.X]

[Platform and Minimum Version Details]

I

Page 1

VTIGER HRM PAYROLL SOLUTIONS

Version 1.0.0

Platform: VTiger 6

VTiger HRM Payroll Solution modules (VTHRMS) integrates your Vtiger solution with the Recruitment, Employment , Leave Management and Payroll Management in to single solution. This document consist of description, feature, installation procedure and change log of our plugin.

Description

VTiger HRM Payroll Solution is easy to use add-on in market to maintain your

payroll related tasks in your VtigerCrm. The current version 1.0.0 is compatible for

VtigerCRM latest version release 6.0.0. The Plugin which helps to Mantain Job

related activities, Maintain Candidates, Conduct Interview for Candidates, convert

the candidate to Employe/User, Contains Leave Management modules to with

time sheet to Maintain Employees Leave and Holidays etc. Payroll Functionalities

contains create fields, create structures, create templates, assigned the templates to

existing users and get the payroll reports.

Features

Key features available now

I. Recruitment Process

Create request for a vacancy for a specific Job title with qualification, experience

and skill set.

On approval requested jobs can be posted over websites as auto generated html

forms along with manual entries

Candidates can register and Upload their resume through a website for the

particular job post.

Registered candidates are shortlisted and scheduled for variuos rounds of interview

with venue details

Send bulk invites with interview details to registered candidates and assigned user.

Automated Invitation/Intimation can be sent to the shortlisted candidate and the

Interviewer.

Invitations are triggered to candiates move through next level of Interview.

Selected Candidates can be easily converted to the Employee as well as User by

single click.

II. Employee Information

All most useful informations are maintained for each employee for HR process are

under this module.

Training Information, Termination , Resignation process can be tracked

Automated mail, calendar intimations to the reporting officer and the employee.

Employee Performance tracking through Reviews from KPI module.

Page 2

DescriptionPlugin Details****************

Author : SmackcodersAuthor URL : Smackcoders Siteversion : 1.0.0

Product URL

VTiger HRM Payroll Solution

Demo Link

VTiger HRM Payroll Solution demo link

Username : demoadmin

Password : demo123

CHANGE LOG

1.2.0Added a new feature "Status Sync". List of status shown on Mapping page. User can sync selected status records (Invoice) to xero.

To prevent memory limit, execution problem. Sending records in batch rather than sending all the data at once.

Show Live Result on Main Page.

Fixed bugs

1.1.0

Added fields on vtiger blocks. so that user know which xero records has synced with vtiger record

Fixed bugs

1.0.0 Tested and found works well without any issues.

III. Leave Management

Set Leave Types, Leave Period with details.

Holidays can be be defined In this module.

TimeSheet module for Employee Working hours entries and tracking valid worked

hours of Employee.

Maximum Working hours can be set.

The normal pay and pay for over time Working hours can be configured for Payroll

Calculation.

Manager can assign No of Days for each employee can take leave under each type

Employees are limited within Assigned leaves nad need approval

Employee Can Request Leave and check the remaining leaves available for him.

IV. Payroll Management

Create, Edit and Manage Payroll Fields.

Fixed, Calculative terms can be set for each payroll field

Create various profiles to maintain the frequency of pay. (Weekly/Semi

Monthly/Monthly.

Create Payroll Templates to create/calculate bulk Payroll Payments etc., for

particular user or Groups

Assign Payroll as jobs triggered based on frequency set to automate the payroll

process for eg. each month.

Page 3

Installation

1. Create “ HRM ” folder inside test/vtlib folder.

2. Upload all the module zip folders inside the “HRM” folder

3. Upload Install.zip from vtigerCRM root directory.

4. Extract the Install.zip.

5. Exceute smackHRMInstall.php file like.

http://yourcrminstance/smackHRMInstall.php

6. After all the HRM modules get installed. Click the

http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php link to

install the extra modules.

7. If Any module not Installed, Try install manually and run.

http://yourvtigercrminstance/RelatedModule-ExtraTables-Installation.php

Cron Tab:

Add the below entry to cron tab

* * * * * wget -o /dev/null -q -O /dev/null

http://localhost/vtigercrm/vtigerCron.php 2>&1

Change the time, when you want to run the cron and also change the URL

(http://localhost/vtigercrm) to your site URL.

Configuration

Page 4

4 | P a g e

Our Premium Products***********************

WP Ultimate CSV Importer Pro

Vtigercrm 6 Quickbooks Integration

Vtigercrm 6 mailchimp sync

Vtigercrm 6 Magento Bidirectional Connector

Vtiger 6 Google Calendar Sync

HR Payroll Management System

Smart Vtiger Duplicate Merging Module

Our Free Products*******************

Free WP Ultimate Email Marketer

Free Magento Smart Multi Backup

Free WP Google SEO Author Snippet

Free Sugar Themes

Free Orange HRM Themes

Free Vtiger CRM Themes

For More Products click here

SUPPORT

Mail Us: support@smackcoders.com

HRM MODULES Workflow

1) HRM ( Recruitment Process )

1. HRM Common Page , Here you can access most Interview, Job Related modules

2. Job Titles ( Job Postions ) - Create Jobs Positions on organization.

Page 5

3. Job Requests ( For Hiring New candidates )

1. Create Job Request.

2. Add Interview Types for Job Request ( These are the types of Interview which should be conducted at the time of recruitment under the JobTitle ).

3. Approve JobRequest.

4. Job Request Forms ( Forms which posted on websites for Candidate registering process)

1. Copy the form generated in Job Request Form.

2. Paste the form, to create a website page for candidate registering process.

Page 6

5. Candidates ( Module Handles Candidates )

1. Add record to create Candidates manually.

2. The candidates will be also created using the Job Request form.

3. Sort Out the Eligible candidates.

4. Invite the Eligible Candidates, by changing the Status to Invite. ( When Candidates get invited, A mail will be sent to the candidate with the time and date of the interview, the Interview for the requested job will be created )

Page 7

5. Change Interview status to (Pass/Fail/Selected) to ( Invite the Candidate to next level of Interview/ Reject Candidate/Select the Candidate )

6. Changing the Interview Status Will Invite to next level or Reject or Select the Candidate and creates Vtiger User for that Employee.

2) Employee Common Page

1. Employee Common Page ( Here you can access most Employee , Related Module )

Page 8

2. Employee ( Employee and and All Employee related module can be accessed from this Module )

Page 9

3. Exit Interview Form

1. On Resignation/ Termination (On clicking - Initiate Termination / Apply Resignation) The Employees Reporting Officers will be notified about the Resignation.

2. The reporting officers will comment on Requesting Exit Interview forms with the content of needed formalities to complete the resignation cycle.

3. An Event/Email will be created on each comment.

4. Employee will submit the Requested formalities.

5. Then The Reporting officer will change the status to “Approved”.

Page 10

3) Leave Modules

1. Leave Types ( Add Leave Types )

2. Leave Period ( Create Leave Periods , Make Current Leave Period )

1. Applying for Leave will only work after Creating Leave Periods. As it needs choose the Period of time the Employee Applying for leave

3. Work Week - Work Week defines the working and half working day and non working day.

Page 11

4. Holidays – Holiday Defined by the organisation. Yearly Repeatable Holidays ( Like Christmas , New Year ), and non Repeatable Holidays ( Domestic Calendar Holidays )

5. Entitlements ( Add Allowed number of Leave For Particular User )

Page 12

6. Time Sheets - Work as a Attendance , Weekly Time sheet for Payroll Calculation

7. Assign/Apply Leave

1. Apply or Assign Leave Process Has three step.

2. Check Leave Exists for particular Leave type and particular user.

3. Apply for Leave for user.

4. Approve Leave

Page 13

3) Payroll

1. Manage Fields

1. Create/Delete Order Payroll related fields.

2. Click + symbol surrounded by round, in right top corner to create fields

3. You can add Fixed/Calculative Fields.

4. Calculative Field calculation can be added based on the fixed fields.

2. Manage Profiles

1. Add Payroll Profiles with Pay frequency ( “Weekly” ,” Semi Monthly” , “Monthly” etc. ), Profile Rules.

2. The payroll will calculated at interval of pay frequency.

Page 14

3. Payroll Template

1. Payroll Template is used to create a Payroll generation template for particular user or group of users. Based on the payroll template the Pay of an employee will be calculated.

2. Payroll template consist of four parts.

1. “Header Information” (On/Off) - This option eill show or hide the header Information at the time of pdf generation.

2. “User Information” - Select User to which the Payroll Template should be applied.

3. Payroll Profile – Select Payroll Profile.

4. Manage Fields – Select Fields which are all needed for this Payroll Template.

Page 15

4. Assign Payroll – Is used to create Payroll Task

1. Pay roll Task Can be execute Immediately

2. Or Scheduled.

Page 16

5. Payroll Generated PDF

Page 17

6. Payroll History ( Already Generated Payrolls are listed here )

6. Log Module – Captures Log for every action you make on HRM modules

Page 18

IMPORTANT NOTE

• If there is no contact assigned to Invoice, then it wont create any new records.

• There are some default Mapped fields in Field Mapping. You can’t change that.

Page 19