Centra HCM

Leave Planner is used to restrict the no. of employees applying for leaves basis the employee master fields. Ex: If the company allows only 40% leaves in one particular department based on their designation, leave planner can be defined accordingly. System will not allow to approve the leave if more then the defined leaves are applied by the employees. 1. Customize the screen with required master fields to define the planner as shown below. Path: Leaves>>Leave Planner 2. Once the screen is customized, enter the template name and add the master fields accordingly. In the above example, leave planner is defined as follows For Admin department, Office Assistant designation based employees can apply leave for 20%. From 10 employees with same designation and department, not more then 2 employees can go for leave. Similarly for Senior Manager designation with same department can go on leave upto 3 employees from total 10 employees. Exception case: By default the leave p...

In the loan approval screen, Employee will have the option to enter the loan opening balance amount, interest paid and balance no. of installments. This option is especially useful in case the employee changes the organization, and from the previous organization, he wants to continue the loan and the EMI amount to be deducted from the current company. They needs to simply enter the loan particulars like total sanctioned amount and Amount paid till date etc., Opening loan balance and installments details to be entered for continuation of the loan.  In the above example, employee total sanctioned amount is 150000 PF Loan, he paid for 10 months with 7500 as monthly EMI. So, total paid amount is 7500*10=75000. Remaining opening balance is 75000 which he will pay for next 10 instalments with 7500 EMI. On selection of no. of instalments balance, instalments details table will be loaded with the amount to be deducted against every month till completion of the loan. As mentioned in th...

This is the option to get the confirmation mail to the selected user for confirming employee probation   prior to completion of his probation. Run the stored procedure in the database. Procedure: Create PROCEDURE pPay_SendProbationAlert (      @xmlIn AS XML = NULL      ,@xmlOut AS XML = NULL OUT      ) AS BEGIN      SET NOCOUNT ON;      SET @xmlOut = @xmlIn     DECLARE @Key AS VARCHAR(50)='iTransId'      DECLARE @InEmployeeIds as NVARCHAR(max)=''      DECLARE @OutEmployeeIds as NVARCHAR(max)=''     --Retriving Employee Id      select top 1 @InEmployeeIds = v.value('Value[1]', 'varchar(max)')      FROM @xmlIn.nodes('/ArrayOfKeyValuePair/KeyValuePair') x(v) SELECT @OutEmployeeIds = isnull(STUFF((           ...

This option is for leave encashment for advance leaves. There are two scenarios here: 1. If payment type is selected as continuous in leave encashment screen, then the leave encashment salary will be credited through the payroll. 2. If payment type is selected as advance in leave encashment screen, then the leave encashment salary will not be credited through payroll but in the print layout, encash amount can be viewed. Settings>>Customization>>Leaves>>Leave Encashment>>Print layout Note: Employee Account and Salary Account should be mapped in the Employee master Follow the below steps for FA posting: 1. Create two account master fields in leave encashment screen as shown in the below screen. In the above two screens, two accounts are created. One is Company account in the first screen and Emp account in the second screen. Employee account is created to credit the encash amount and add these two fields in page layout of leave encashment. 2. Run below stored pro...

This option is used to get the required fields of employee details to display in the organization chart. Below is the example for understanding the option. 1. Initially, when we open the organization chart a blank screen will be displayed on clicking the employee information option similar to the below screen. 2. To get more information for individual employees, run the below stored procedure from server database. GO /****** Object:  StoredProcedure [dbo].[pPay_Employee360]    Script Date: 13-11-2018 18:59:20 ******/ SET ANSI_NULLS ON GO SET QUOTED_IDENTIFIER ON GO       Create Procedure [dbo].[pPay_Employee360] (                 @iEmployeeId INT                 ,@iStartDate INT                 )   ...

This option is useful if the comp off leave to be elapsed after a defined period. Ex: For 10days lapse period, when the employee apply for comp off leave, system will allow to take the leave within 10days and after that the leave get lapsed. Follow the steps below: 1. Go to settings and enter the leave type with lapse period Settings>>Preferences>>Global Preferences>>Settings>> 2. Define Sync pattern according to the requirement. In the below screen, sync pattern defined for daily at 6AM. Settings>>Approval>>Sync Pattern 3. Define work flow mapping sync pattern. Refer below screen. Settings>>Approval>>Work flow 4. Let’s say employee worked on a weekly off or holiday and raised for coff leave on 22 nd dec 2018. 5. Once the coff is approved, automatically document will be created by adding one coff leave in leave adjustment. 6. Employee is allowed to take coff leave within 10days period. On completion of 10 days from coff applied date, th...