CBMS Odoo Human Resources Management Software HRMS OHRMS
CBMS HRMS is an open-source HR Management software that envisions building a happier workforce. CBMS HRMS takes care of all your HR processes while you take care of your employees. The central aim of the CBMS HRMS software is to boost and strengthen the performance level of employees in order to achieve the business intentions and objectives of an organization
it has an integrated payroll management software that enables all types of business enterprises to manage payroll processes of their employees in an advanced way. CBMS HRMS payroll software eliminates the need for manual calculations. Salaries of the workforce, their bonuses and deductions, total payments, pay-slip generations and various facets regarding payroll can be managed efficiently with the help of CBMS HRMS payroll management system.
Salaries of the workforce, their bonuses and deductions, total payments, pay-slip generations and various facets regarding payroll can be managed efficiently with the help of CBMS HRMS payroll management system.
CBMS HRMS Suite: It brings all CBMS HRMS modules together, Main module of CBMS HRMS, It brings all others into a single module, Payroll, Payroll Accounting, Expense,
Dashboard, Employees, Employee Document, Resignation, Salary Advance, Loan Management, Gratuity, Service Request, Gosi, WPS Report, Reminder, Multi Company, Shift Management, Employee History, Branch Transfer, Employee Appraisal, Biometric Device, Announcements, Insurance Management, Vacation Management, Employee Appreciations, Asset Custody, Employee Checklist, Entry and Exit Checklist, Disciplinary Actions, openhrms, OpenHRMS, hrms, Attrition Rate, Document Expiry, Visa Expiry, Law Suit Management, Employee, Employee Training
Internal Reference:
ohrms_core
CBMS-HRMS
The Complete HR Solution
Overview
A simple, easy to use and intuitive tool helping employees and management to perform in full potential, boosting the productivity and overall employee satisfaction. CBMS HRMS offers a 360 degree overview of employee and their skills.
Key Features
HR Dashboard
Interactive Theme
Shift Management
Employee Reminders
Advanced Employee Master
Appraisal Plans & Strategies
Employee Insurance
Law Suit Management
Entry & Exit Checklist
Custody/Property Management
Salary Advance
HR Multi Company
Loan Management
Employee Branch Transfer
Biometric Device Automation
HR Announcements
Vacation Management
Appreciations & Memos
HR Documents Management
Automation on Leave Request Mails
Screenshots
01
CBMS HRMS Theme
Attractive CBMS HRMS theme makes a bow.
02
Dashboard
Keep your eyes on your whole analysis.
03
Multi-Company
Manage multi branch employees easily.
04
Work Shift Management
Create and manage employee work shifts.
05
Loan Management
Configure different loan policies, Assign approval authority, Conduct verification process and sanctioning of employee loan.
06
Salary Advance
Configure advance salary rules, Set advance salary limits, Minimum number of days, & Provide advance salary to employees.
07
Records Related Reminders
Reminder sets alarm to recall every important dates. 'Bell' symbol beside the chat icon will bring your reminder pop ups. You can set reminders to any model (eg: Sales,HR,Project etc..) and also their corresponding date fields to compare. Eases company to memorize the special dates.
08
Employee Branch Transfer
You can transfer your employees to another branches without any pain.
09
Appraisal Plans & Strategies
Utilize the best of your human resource pool. Implement appraisal strategies to keep the motivational and performance level of your employees high. Ensures Top Down and Bottom-up evaluation plans and giving timely feedback and complements for the accomplishments.
10
Appraisal Plans & Strategies
Advanced fields on employee form. Such as family information, joining date, passport and ID expiry date with its expiry notifications.
11
Employee Insurance Management
Efficiently manages the insurance allowances with the salary.
12
Employee Documents Management
Documents in Employee Form
Keep the employee related documents with expiry notification.
13
Entry & Exit Checklist
A person has to undergo all configured checklist items before being admitted/resigned. Corresponding Percentpie will be shown in employee form view.
14
Resignation Process
Employees can draft their resignation. Higher authorities can timely do the needful via rejecting/ accepting the resignation statement.
15
HR Announcements
Managing Official Announcements, Greetings, Warnings, Rewards etc.
16
Custody/Property Management
Manages custody handling process on company assets like Laptop, Camera, Devices etc.. Option to renew the requests & take the reports..
17
Automation on Leaves Requests Mails
Creates leave request automatically from incoming email.
18
Vacation Management
Extending Holiday Management with extra features adaptable for managing employees vacation.
19
Law Suit Management
Manages legal actions and its reports.
CBMS HRMS- to attain the growth that you sought
A deep and complete view of essential HR KPIs. A visually engaging way to provide executives the information they need.
VideosHR Features
Recruitment
An efficient applicant tracking system and dynamic recruiting software.
Employee Database
Centralised database to manage everything on your fingertip.
HR Administration
Spend time on your goals, not on routine administration.
Payroll
Painless payroll processing with CBMS HRMS.
Appraisal
Transparent appraisal strategies with increased employee engagement.
Attendance & Leaves
An intuitive attendance management system.
HR Reports
Reports that can help you to stay on the top.
For More Features
Timesheet, Branch transfer, GOSI contribution, etc
CBMS HRMS Implementation
HR management operations are not seen lightly as they will lead to catastrophic effects if not done with dedicated and advanced tools. The CBMS HRMS software will act as the definite solution to run all the HR management operations of your company. The implementation of the CBMS HRMS software will initially start with pre-requisite planning based on the analysis and requirements that the software can meet in your company operations. Followed by the development of the platform and making it compatible and customizing to suit your operational requirements. Moreover, the final step involves implementing the software into live operations followed by ultimate testing and check on reliability and efficiency. We won't leave you there with the completed product rather we will train you and will be there to support you in desperate times and needs regarding the HRMS software.
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How to Install
The installation of the CBMS HRMS software can be done with ease with the help of PostgreSQL and installing it initially and enabling it at the startup. Now you can configure the CBMS HRMS software by creating a user, configuring logs, and installing the platform. Finally, configure the server and assign ownership and permission to the user which will finish the entire process of installation and you will be good to run the HR operations.
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AUTOMATE
Automate the routine and time-consuming HR tasks with HR Software and spend more time working with the organizational goals. Make Employee recruitment, Record management, Employee onboarding, Benefits, Timesheets and other administrative tasks easier with Human Resource Management Software. Customize it according to your HR workflow and work with more ease. Get rid of paper works, capture, store, secure and access information in a more efficient manner. Using HR Software complete the processes in simple steps and channelize efforts to more strategic routes. CBMS HRMS automate HR management tasks and improve the productivity of the workforce.
STRATEGIC MANAGEMENT
Support long-term business goals and milestones with a strategic human resource management framework. Focus on long-term resource mobilization according to the organization's goals and the evolving nature of work. Using HR Software, plan and implement employee quality improvement programs, appraisal, appreciation, and rewards; determine how they are integrated into the overall business strategy. From employee recruitment to retirement, CBMS HRMS helps you to plan a strategic framework for each individual which will be beneficial for both the employee and the organization
EMPLOYEE ENGAGEMENT
Let the employee manage themselves, you just correct the pathways. Active engagement of workforce with the organizational goals determines business results; CBMS HRMS is an excellent solution to enhance the employee participation at all possible levels. Employee self-service portals and enterprise social platforms to be connected with, Gamification, Appraisal methods and Feedback systems to be informed of, Employee Benefits and quality improvements methods to be updated with; CBMS HRMS catalyze the employee engagement and promote self-directed work culture.
ANALYZE AND IMPROVE
From recruitment to retention, master the huge volume of HR data and perfectly utilize it to reap the maximum productivity. Using Human Resource Management System get insight into employee performance, analysis of leaves and absence, enhance employee recruitment process and find better quality candidates, evaluate employee engagement and take the swift decision. CBMS HRMS BI reports, drill down tables, pie chart and bar diagrams gives a holistic as well as categorized reports of HR assets. Be informed and work for the long-term goals.
HR DASHBOARD
Interactive HR Metrics
CBMS HRMS dashboard functions as an advanced analytics tool displaying important HR metrics using their interactive data visualizations. CBMS HRMS helps the human resources department of an organization to improve their recruiting processes, optimizing the workplace management as well as to monitoring and enhancing the overall employee performance.
Unified Platform For Quick Access
CBMS HRMS dashboard encompasses all the vital details of an organization. It provides insight to information like the number of payslips generated, timesheets, the running contracts, broad factor and checkin/checkout status in a single click. As well as it shows the current user’s details like name, position, gender, age, joined details, nationality and name.
Employee Leave Request Analysis
CBMS HRMS Dashboard provides an overview about leave requests sent by employees to the HR Manager. The HR Manager can see all the leave requests which are not approved and the leaves in different time periods like today and the current month.
Leave Allocation Requests And Job Applications
As mentioned above, the user can see total leave allocation requests in CBMS HRMS - HR Dashboard, as well as total job applications received in the recruitment process. By clicking on it, he can see all those things in detail.
Employees Details In Various Departments
One of the most advantages of CBMS HRMS Dashboard is that it helps to analyze data in different ways. To ensure that CBMS HRMS Dashboard provides a different kind of graphs like pie chart, bar graph etc. It helps to get an overview of total employees in different departments by providing those information in a pie chart view.
Employee Leave Analysis
Another feature of CBMS HRMS HR Dashboard is the detailed leave analysis of the entire organization. The authorized user can easily understand the total number of leaves taken in different months via bar graph and total number of leaves per department via pie chart view.
Employee Join/Resign Analysis and Attrition Rate
CBMS HRMS Dashboard comes with the line graphs which gives an overview for monthly count of joining and resigning employees and the attrition rate of the company. Both of them are very crucial parameters of any company.
Announcements, Upcoming Birthdays and Events
The HR Manager can know whose birthday is coming up in the Dashboard itself. CBMS HRMS HR Dashboard shows all the upcoming birthdays as a list. The upcoming events with name, date and venue are listed in the order of starting time of the events. The announcements are also visible in the dashboard. This area will be really helpful for the employees where they can see the important events and announcements in one place.
My Leave Analysis
The CBMS HRMS Dashboard helps the end user to analyze his own leaves for different months. The line graph quickly shows the time frame and number of leaves the employee took.
EMPLOYEE DATABASE MANAGEMENT
Centralised database to manage everything on your fingertip
Employee Database Management
CBMS HRMS' centralized database lets you organize and manage all the employee data from a single point. With this finest employee database management software, the end user can easily track the Leaves, Attendances, Timesheets, Appraisals, Expenses, and more from employee master form. Keep the log of employee lifecycle and examine the improvements in your workforce over the period of time with this employee database management system.
By default, Odoo provides a way to save the personal information, job details, system access permission contact info; attach contract, timesheet, and leave details in employee master.
Employee Master
Store the personal information, job details, system access permission contact info; attach contract, timesheet and leave details in employee master.
HR Documents
CBMS HRMS Employee Documents provides a better document management facility. We can store the documents related to any records with the help of 'Document' module in Odoo apps. This module is an essential. Each and every detail associated with an employee is useful for any organization for better Human resource management. So the employee documents with such necessary information must be saved and used accordingly. 'Employee Documents' is a useful tool that can help you to store and manage employee-related documents like certificates, appraisal reports, passports, licenses, etc. The application also allows you to set an alert message on reaching the expiration/any other related dates of a document (like the expiration of passport).
Track The Employee Faster
Add new employees in simple steps, Update or Modify details easily, filter and track the employee faster; CBMS HRMS' employee master is designed for simplifying things for you.
Employee Lifecycle
Keep the log of employee work history in your company for better understanding and analysis of employee performance. From hiring to retiring, different roles and responsibilities an employee has taken, appraisals he/she underwent, and other stages of employment, keep everything systematically and easily accessible.
HR ADMINISTRATION
Spend time on your goals, not on routine administration
The HR Administration section is the key to the control of CBMS HRMS. You can create an organization employee hierarchy and control data/information flow inside the system. You can restrict or give access to assigned users based on job title/ role, circulate information via reminders, emails and get responses through the proper channel.
Roles And Access Levels
Create different departments, assign managers and different users to replicate your organization structure. View the organization at glance from the department tree and employee tree. Restrict/Provide access rights; like restrict HR manager from accessing accounts data, allow the normal employees to view his leave and attendance.
Data, Field And Forms Security
Restrict users from accessing different Fields/Forms/Sections of the system according to their role.
Communication
Streamline the Bidirectional communication through Reminders, HR announces and alerts. Use the mass mailing option and communicate with a group of people.
Branch Transfer
Manage the human capital in different branches of your company from a single point without interfering with one another. Transfer employees between branches, modify work contracts, separate HR data from different branches and more.
Lawsuit
Manage the Lawsuits pertaining to employees separately and systematically. Don't let those things mess up the daily proceedings.
Resignation
Receive the resignation form and initiate the resignation process through proper channel. An Employee can send the resignation form to the respective administrator and the admin can take appropriate action.
Company Asset Handling
Safeguard the company assets with systematic distribution and proper tracking mechanism. Provide company assets to employees, track the status of the asset and sent email notification if the employee is holding the asset beyond a limit.
Workshift Management
Create various shifts according to your working hours, schedule the shift, send advance notification to the employee and get employee feedback on their duty timings.
PAYROLL
Painless payroll processing with CBMS HRMS
CBMS HRMS Payroll outlines the entire payroll process of a firm. It helps to generate payroll which can be easy to access. Gives advanced payslips for a single employee and batch of employees too. Also it can be generated based on leaves, salary rules and timesheet.
Employee Contract
Payroll can be generated based on the salary structure associated within the employee contract. Employee contract plays a vital role in their payslips. Also monthly advantages based on each employee can be configured within the contract.
Salary Rule & Salary Structure
Payslips of employees are created based on the configured salary structure. Salary structure are composed of different salary rules which some are deducting and some are benefits like allowances. Each salary structure has a reference and their own unique name.
Salary Rules And Allowances
Each salary structure has different records of salary rules. Rules are the advanced features of each payslips. Some of them are deducting and some are allowances. Which encourages and helps the employees in their financial conditions. Salary rules are configurable based on different conditions and the amount can be configured.
Payslip Batches
Rather than payslips for each employee, OHRMS payroll helps to generate payslips as like batches. Which helps to generate payslips of the employees who are under one salary structure as a grouped one.
APPRAISAL
Transparent appraisal strategies with increased employee engagement
Implement right appraisal strategies to keep the motivational and performance level of your employees high. Create Top Down or Bottom-up evaluation plans. Give timely feedbacks and complements for accomplishments.; CBMS HRMS lay down transparent appraisal procedures where employee engagement is also necessary.
Appraisal Plans
Create evaluation plans, design surveys and interviews, schedule the evaluation and do periodic appraisals.
Multiple Appraisal Methods
The employee can evaluate their colleagues, and they can do self-appraisal also. The manager/superior can also evaluate and schedule interviews for each employee to ensure a transparent result.
Appreciation And Feedback
Give instant appreciation to employee accomplishments. Get insightful feedback directly from the employee through surveys.
LEAVE AND ATTENDANCE MANAGEMENT
An efficient applicant tracking system and a dynamic recruiting software
Attendance and Leaves
Real-time attendance processing with multiple options for capturing attendance and biometric hardware integration. CBMS HRMS attendance tracking system is integrated with payroll and leave management system; delivering you all the intuitive features needed for an efficient attendance management system.
Multiple Attendance Capturing Methods
The attendance of employees can be captured from multiple sources. > Employee login portal where he/she can mark his attendance. > Third-party hardware like Biometric devices. > Kiosk mode, from which the employee can mark his attendance using their PIN or swiping the ID card.
Biometric Device Configuration
Integrate thumbing or face-detection biometric devices, ensure flawless and seamless attendance capturing.
Attendance Regularization
Manage attendances of employees who have gone for onsite work or any company need. A regularization request can be created, and the attendance will be added to the registry on approving it.
Leave Policy
Configure different types of leaves like sick leave, compensatory leave, unpaid leave, etc., and create a transparent leave policy for your company.
Automatic Leave Request
Configure a leave request email, and every email in the desired format will automatically get converted to a leave request in CBMS HRMS.
Leave Approval
Set multiple approval points for particular leaves so that concerned authorities can effectively review the leave requests.
Manage Vacation
Receive employee vacation requests and handle them more organized. Get the leave notification and sanction vacation with/without salary. View the overlapping leave requests and manage them appropriately, assign the pending tasks to others, and more with CBMS HRMS.
HR REPORTS
Reports that can help you to stay on the top
From recruitment to retirement, get the detailed and multi-dimensional reports of each employee. CBMS HRMS provides a wide range of reports on recruitment processes, employee attendance and timesheets, payroll, expense, and other HR assets and their utilization.
Recruitment
Get the tabular and graphical view of recruitment of employees in different positions. Know the status of each candidate and their recruitment stage at a glance.
Attendance And Timesheet
Inspect the absenteeism and working hours of employees, and analyze the performance and working traits of employees using custom reports.
Leaves
Generate employee wise, leave type filtered, department wise leave reports in tabular, graphical, or calendar format. Add more filters, generate custom reports, compare and contrast leave patterns.
Expenses
Track every expense incurred to employees. Analyze all the submitted or paid expenses with the help of graphical reports.
Custom Reports
Use filtering tools and generate drill-down custom reports to analyze the data from multiple angles.
EMPLOYEE BENEFITS
Better benefits, for the employee and the organization
Ensure the employee benefits are dispensed appropriately without any delay, reduce the complexities in procedures and deliver the benefits straight to the corresponding employee in a transparent manner.
Insurance
Manage the insurance allowances of an employee on a yearly or monthly basis and ensure the employee has got adequate insurance coverage. Set the monthly amount to be deducted and adjust the payslip automatically.
Loan
Configure different loan policies, assign approval authority, conduct the verification process, and sanction loans for your employee. Automatically deduct the monthly repayment amount from the payroll.
Advance Salary
Configure advance salary rules and provide salary in advance to your employees, set an advance salary limit, a minimum number of days, and more.
RECRUITMENT
An efficient applicant tracking system and a dynamic recruiting software
CBMS HRMS is an efficient applicant tracking system and a dynamic recruiting software that streamlines your recruitment process. List your openings, define the recruitment stages, track the applicants, and place the most suitable resource faster than ever. Review the recruitment process from time to time with the help of HR reports and improvise the selection strategies.
List Your Openings
Create new job openings, list the skill set, number of openings, dates, and other recruitment info in simple steps.
Define The Recruitment Stages
Create a custom recruitment pipeline with different stages like prequalification, skill test, interview, etc., track the entire pipeline and improvise the strategy.
Surveys And Questionnaires
Design surveys, questionnaires, or skill tests using the survey designer, store each employee's responses and assess the quality of the applicant.
Track And Manage Applicant
Get the applications and move all the related documents like resumes, motivation letters, etc., to a single place. Index resumes, search profiles, track applicants from the Kanban view.
Entry Checklist
Ensure that the employee undergoes all the procedures and processes before joining, like submitting a certificate or attending an induction meeting. Automate and monitor the employee entry procedures.
Resignation
Receive the resignation form and initiate the resignation process through the proper channel. The Employee can send the resignation form to the respective administrator, and the admin can take appropriate action.
EMPLOYEE BRANCH TRANSFER
Feature rich for Employee Transfering
Branch Transfer
With the advent of MNCs and other multi-branch organizations, transferring of employees from one workplace to another is a common phenomenon. Currently, Odoo lacks a provision for managing employee transfer. This module gives a basic structure for employee transfer. We can seamlessly transfer the employees from one branch to another without any chaos.
Mulit Company
‘Multi Company’ option should be enabled to create a branch transfer. Select the employee to be transferred and select the transfer branch to make a transfer request. Click ‘Transfer’ to transfer the employee from the branch.
Receive Employee
After a transfer of the employee, the transferred branch should receive the employee. Click the ‘Receive’ button to receive the employee in the branch.
Contract Creation
A contract is to be created for the employee in the new branch.
EMPLOYEE CUSTODY MANAGEMENT
Facilitating tools and assets in real-time
Custody Management System
CBMS HRMS Custody is a component of ‘CBMS HRMS’ which is a complete suite for HR Management. The main purpose of CBMS HRMS Custody is to allow the employees of an organization to request and take the company properties with them via submitting the purpose of the property. The module also allows renewing the deadline date of the custody. The Module also gives the facility to take the reports of the custody.
Create Property
First of all, listing out the company property is mandatory. We can also create new products. The employees can request for custody only when the requested products are available on this page.
Custody Request
To get a company property in employee's custody first, they have to send a request containing the details like Property, Reason, Requested date, Return date, and Internal note (Optional).
Request Approval/Rejection
The administrator can either approve or reject the request of the employee. The employee can take the property with him if the request has been approved, and he should return the property before the deadline exceeds.
Request Renewal
The employee can renew the request if he/she doesn't fulfill the requirement on the given date by sending a renewal request with the new date. If the higher authority approves the renewal request, the employee can keep the property. In other cases, they will have to return the property.
DISCIPLINARY TRACKING
Effortless disciplinary tracking
CBMS HRMS Disciplinary Tracking module will help in tracking the disciplinary issues and conducting disciplinary norms for the employees. Tracking employee discipline is a major responsibility of a manager in a company. The manager should track the disciplinary violations of employees and need to take necessary actions against the employees.
The Manager can assign disciplinary issues to the employees under the module. Employees can give explanations against the issues and submit them to the manager. Employees can also submit additional details which support their explanation. The Manager can take the final action against the employee according to his explanation. The Manager can create ‘Discipline Action Categories’ and ‘Discipline Reason Categories’.
Disciplinary Action
Select the employee and mention the disciplinary reason. The manager can also create new types of disciplinary reasons. Click ‘Proceed’ to assign it to the employee.
Explanation By An Employee
Give the explanation against the assigned disciplinary issue. Employees can submit additional information that supports their explanations. This can be submitted as attachments. The explanation should contain at least five words. Submit the explanation to the manager.
Assign Action
Select the ‘Action’ according to the explanation of the employee. If the explanation is satisfied, the manager can select the option ‘No Action’. In other cases, one can select the other options and have to fill up the ‘Action Information’. Action information contains a detailed explanation of the assigned action. A manager can also create new types of disciplinary actions.
View Disciplinary Action
Click the ‘Discipline’ button to view the assigned disciplinary actions.
EMPLOYEE GRATUITY SETTLEMENT
Full and Final Settlement Process
The CBMS HRMS Gratuity Settlement module handles employee settlements during the resignation process. Usually, the gratuity is paid at the time of retirement, but it can be paid before retirement based on certain conditions. An employee is eligible to receive gratuity only if he has completed a minimum of five years of service in the company. The gratuity can be paid before the completion of five years in certain cases, like the death of an employee or becoming disabled due to an accident or disease.
The Manager can create gratuity settlements of employees during their resignation. The settlement amount is calculated based on a predefined equation. A gratuity settlement can be created only when the resignation request of the employee is approved. The settlement reason should be mentioned to create settlements other than gratuity.
Gratuity Settlement Configuration
Create gratuity settlement configurations, which will be applied on creating the gratuity settlements. We can add certain rules in the configuration which helps in the calculation of gratuity amount.
Salary Details
The gratuity amount is calculated from the last drawn salary of the employee. The last drawn salary is taken from the recent payslip of the employee.
Calculation Of Gratuity Amount
The gratuity amount is calculated on the basis of a predefined formula. The formula is as follows: (15 * last drawn salary * period of working) divided by 26. The last drawn salary is the last month's salary(Basic salary + Dearness allowance). The Total Years Worked should be at least 1 year to create the gratuity settlement.
HR REMINDER
A freeware task planner
HR Reminder is a supporting app that comes under the CBMS HRMS suite. This app helps to memorize all the necessary and important dates in an HR domain. Through this module, we can set a reminder for any area of HR management such as recruitments, leaves, insurances etc.
Set A Reminder
To set a reminder we have to choose the model such as leaves, recruitment, etc. The date field in the model should be notified to set the reminder. Select the mode of searching as Today, Within a period, or a Fixed date. Set the ‘Reminder before’ (Number of days) field to get a notification before that number of days. Set the ‘Reminder Expiry’ field to set the reminder expiration date. Otherwise, it will expire once the end date or set date is over.
Search Options
The module offers three different modes of searching the dates- Today, Within a period, or a Fixed date. ’Today’ option compares to the current date. ’Set date’ option compares to the given date. In the ’Set Period’ option the reminder is set within the period/time frame(Start date - End date).
Pop-Up Button For Reminder
In the top bar menu, we have a button for the HR reminders. Click the button and select the reminder from the list of reminders. Then the pop-up of the reminder with detailed information is shown.
View The Related Records
Click on the reminder name to view the records.
LEGAL ACTIONS
Mind the legal responsibilities
CBMS HRMS Legal actions is a component of ‘CBMS HRMS’ which is a complete suite for efficient HR Management. It is very important to manage the legal issues of an organization of any size. A legal suit is mandatory when taking any legal formalities to any of the employees. This module provides such an environment to take legal actions and can keep the records of the legal actions taken.
Case Registration
First of all, we have to register a case including the details like prosecution, accused employee, the court in which the case is going to take place, name of the judge, lawyer, date of the case, and an internal note field to write down any other important notes or details about the case.
Case Result Marking
We can mark the result of the case as either won or lost after the prosecution of the case, and the state of the case changes according to that result. If we mark it as won, the state changes from ‘running’ to ‘won’, and if we mark it as a loss, the state changes from ‘running’ to ‘loss’.
LOAN MANAGEMENT
Fast and reliable loan management
The module enables the employees to request loans with details such as amount, the installment payment dates, the number of installments, attachments, etc. There is an option to Approve or Reject the request.
Create Request For Loan
The employees can create requests for loan by adding the Loan Amount, No. of Installment, and Payment Start Date and submit it for approval.
Payment Details
The installment payment details are listed with the details such as the date and the amount, on clicking the 'Compute Installment' button.
Approval
The managers have options to approve and refuse the request for loans. The request can be approved after adding the Treasury Account, Loan Account, and Journal.
MULTI COMPANY
Multi-Approach Gateway
In the modern business world, many enterprises have subsidiary companies or branches across the globe. The accuracy of financial as well as operational information obtained from each subsidiary company plays a crucial role in the sufficient managerial process of the parent company. CBMS HRMS Multi Company module equips the parent company with real-time operational as well as financial information for all its subsidiary companies regardless of their geographical locations. The OHRMS Multi Company feature allows the HR management of an organization to handle their multiple companies easily and simultaneously.
Multi Company Attendance
Seamless Management of attendance of employees across different companies and branches.
Multi Company Leaves
Management of leave requests of the employees working at different branches.
CBMS HRMS Advance Salary module helps the employee to request for advance salary and employer to pay advance salaries. This module helps in keeping track of the advance salary paid to the employees.
Advance Salary Rule
The percentage of maximum advance salary to be requested can be specified in the salary structure creation window. It allows the employer to specify the percentage of the advance salary that an employee can request.
Deduction In The Employee Payslip Generation
The Advance Salary is included as a deduction in the Employee Payslip and shown as an item 'Advance Salary'.
TIMESHEET MANAGEMENT
Smartly track every action
The timesheet facilitates the easy management of the time spent by the employees. It enables easy tracking of the time spent by an employee on a project or on a certain task/subtask. Access can be restricted to certain users for adding timesheets.
Manage Time Spent By The Employees
The total time required to complete a task can be specified at the time of the creation of the task. Then the assigned employee can add the timesheet of that task so that the manager and employee can easily track the total time spent, the progress (in percentage), the remaining time or the extra time taken by the employee, etc.
Manage The Timesheets
Manage all timesheets of employees in the Timesheets application. View the total time spent by the employees from here.
EMPLOYEE CHECKLIST
Qualitative employee outlining.
CBMS HRMS makes it easier to hold employee or staff in an organization more accountable to standard operating procedures. CBMS HRMS Employee Checklist, the unique feature provided by CBMS HRMS enables companies to manage the employee certificates.
Entry Checklist
The entry checklist option is used to track the progress of employee certificate and its verification at the time of new employee hiring.
Exit Checklist
The exit checklist option is used to track the progress of the employee certificates at the time of their resignation.
Kanban View
Tracking of both entry checklist and exit checklist made easy with the Kanban view of CBMS HRMS Employee Checklist.
Percent Pie Data Of Checklist
View each and every employee separately from percent pie data of checklist.
Tree View
Tree view which is available on the employee tab enables the user to analyze the entry check. Details like work phone, work mail, job position, entry progress etc. are made available here.
Easy Edit Window
Used to mark the completed checklists, that is, entry checklist and exit checklist.
Individual Employee View
Attach various documents such as salary certificates, educational certificates, experience certificates, gratuity certificates etc. to each employee in the individual employee view.
RESIGNATION MANAGEMENT
Fit all your resignation needs.
The employee resignation process is made easy and simple with the CBMS HRMS Resignation module. The employee can fill in the necessary details and send his/her resignation request to the higher officials.
Seamless Request Creation
Employees can easily create the resignation request and upon confirmation, the request can be forwarded to the higher officials.
Resignation Request Approval
The higher officials can approve or reject the resignation request accordingly.
SURVEY MANAGEMENT
Real data enduring business success.
Survey gets you meaningful results right away. CBMS HRMS Survey module helps in collecting the real, actionable data from employees for better decision-making in business. CBMS HRMS Survey module acts as a secure platform to analyze the performance status of your company via conducting detailed surveys. The OHRMS survey module creates survey reports on company performances and thereby derives smart decisions enduring successful business runs.
Create Survey
Create surveys with custom questions. Add the answers and score if the survey is used for any assessment.
View The Responses
View all the answers submitted in each response.
INSURANCE MANAGEMENT
Quickly narrow down insurance needs.
Automated insurance management leaves no room for errors in calculation or data entry, which is more likely when done manually. OHRMS Insurance Management module provides complete insurance solutions for an organization. The CBMS HRMS Insurance Management module allows tracking insurance policies and details associated with employees.
Create Custom Insurance Policy
One can create the company's custom insurance policy from the policy window under the Insurance Policy menu. The terms and conditions can also be added with the policy.
Create Insurance For Employee
Create insurance for the employee with the policy and payment details.
Individual Employee View
The insurance details of each employee can be viewed in the individual employee form view.
Automatic Deduction
The insurance amount will be automatically deducted from the employee's salary.
SERVICE REQUEST
Streamline service delivery for requests
CBMS HRMS Service Request is a pivotal component of ‘CBMS HRMS’ which is a complete suite for HR Management in an organization. In large-sized business organizations, it is very difficult to handle the services that are requested by the employees from various departments. ’CBMS HRMS Service Request’ turns the process of requesting and supplying requests simple and hassle-free. This module also provisions enabling the multilevel approval of the request.
In this module, the employee who needs service will request the HR Manager or Administrator with the complete details of the service that he is looking for. The HR Manager or Administrator who receives the request will assign an executor to perform the service. Following the action, the request is transferred to the executor's account number where he can perform the desired service requested by the particular employee. After completing the service, he sends it back to the employee, which shows that the service is checked. Now the employee can either approve or reject the checked service after testing.
Service Request Creation
When an employee requires a service he/she wants to request the service from a higher authority or any responsible person. Here the request which is submitted by the employee is transferred to the Administrator/HR Manager. The request should contain the description, date, and product, related to the service.
Assign The Service To Executor
The responsible person, the Administrator or HR Manager, assigns the requested service to an executor to perform the requested service.
Checking For The Service
The executor can perform the service and if the service is finished he can mark the request as ‘Checked’ by clicking the button ‘Checked’.
Approval/Rejection Of The Service
The employee, who requested the service, can either approve or reject the service which is performed by the executor. If the requested service is completely fulfilled it can be either approved or rejected.
Report For Services
Generate reports for the services.
PROJECT MANAGEMENT
Plan, Track and Collaborate.
CBMS HRMS Project facilitates hassle-free and effective management of company projects. The end-user can seamlessly create the project in the CBMS HRMS Project module and can add pertinent data. CBMS HRMS Project also offers efficient management of tasks and next activities along with reporting of task analysis.
Projects
The end-user can create the new project and can add all necessary details along with the timesheet. Thereby analyze the tasks.
Tasks And Next Activities
Create and manage tasks. Schedule activities for tasks.
Task Analysis
Generate project wise report of tasks.
VACATION MANAGEMENT
Get done regarding travel.
Any company operates better when internal communications are well-structured. That is why it is important to improve a human resource management system within the framework of the whole workflow organization. CBMS HRMS provides core elements for complete HR Management. CBMS HRMS Vacation Management is one such core module that takes care of employee well-being, travel allowances, and other vacation benefits. Its implementation is a necessary step toward a prosperous company with well-automatized processes.
Manage The Pending Works
Manage the pending works of employees from the time-off request. The tasks can be reassigned to other employees. See the remaining legal leaves in the request.
Travel Expense
Help the organization in taking care of the employee's travel expenses. CBMS HRMS Vacation Management facilitates flight booking for an employee. The record of flight booking can be accessed from the time-off request.
Invoicing
The bills are automatically invoiced in the CBMS HRMS Vacation Management module. The invoice for the flight ticket can be accessed from the flight ticket record.
OFFICIAL ANNOUNCEMENTS
Streamlines your communication.
CBMS HRMS Official Announcements is yet another component of the ‘CBMS HRMS’ suite of applications for the effective and efficient management of Human Resources in an organization. The main purpose of this module is to help organizations in managing their official announcements. The module also provides a feature to add attachments to the announcement.
Create Announcements
In case of any emergency meeting or such an important occasion it is very difficult to inform all employees of a company at a time, no matter if it is a large or middle-sized business organization. The use of concepts like announcements can eradicate or solve these problems easier. Using this module, it is possible to send across the message to everyone as an announcement and can attach any type of document along with the announcement. We can create either a general announcement or an announcement for a particular department, job position or employee. The announcement has an approval stage to ensure only the verified details are shared with the employees.
Announcements To Employees
The code and title of the announcements will be displayed in the announcements section in HR Dashboard. The employees can view the announcement from the Announcements App.
