The Basic Setup Course is designed to provide foundational knowledge and hands-on training on the initial configurations required for successful ERP implementation. This course focuses on essential setups that act as the building blocks for all functional modules, ensuring a consistent and efficient working environment across the system. Participants will learn how to configure system-level and organizational parameters such as tenants, financial years, currencies, users, and roles.

Course Objectives

• Learn to set up the core structure of the ERP system.
• Configure currency, financial year, document types, and roles.
• Understand basic master setups for smooth system operations.

Course Content

• Tenant & Organization Setup
• Warehouse & Locator Setup
• Financial Year & Currency Setup
• Currency Rate Types & Conversion (Manual/Automatic/Cross Rate)
• Document Types & Sequences
• UOM & UOM Conversion
• Product Cost Element
• Accounting Book Setup
• User & Role Setup

Attendance Management Course

Overview

Learn to manage attendance in Onfinity, configure business processes, and assess their impact across transactions, while testing the system against business requirements.

Course Objectives

• Understand Attendance Management and its role in business processes.
• Configure Onfinity for organizational processes.
• Analyze the impact of configurations on transactions.
• Test processes based on business needs.

Course Content

• Shift Scheduling
• Manual Attendance Upload
• Biometric Integration
• Mobile App Attendance
• Miss Punch Clearance
• Attendance Summary & TimeCard Transfer
• Attendance Batch Generation
• Reports

Payroll Management Course

Overview

This training module provides a concise overview of essential payroll processes and system functionalities. It covers employee record updates during transfers, promotions, and salary revisions, payroll execution with retry and rollback features, retroactive payroll handling, expense invoice generation, and integration with finance systems. The session ends with practical use of standard payroll reports.

Course Objectives

• Update employee records during transfers, promotions, and salary changes.
• Execute payroll processing with retry and rollback features.
• Manage retroactive payroll adjustments.
• Generate expense invoices and integrate payroll with finance systems.
• Use standard payroll reports for decision-making.

Course Content

• Payroll Processes: Transfers, promotions, and salary updates.
• Payroll Execution: Processing types, retry, and rollback functions.
• Retroactive Payroll: Adjustments after payroll runs.
• Expense Invoices & Integration: Finance system syncing.
• Payroll Reports

Claim Management Course

Overview

This course provides a thorough understanding of Claims Management, focusing on requisition and submission processes with and without advance amounts. It equips participants with the skills to manage claims accurately, ensuring compliance, timely processing, and proper documentation.

Course Objectives

• Understand the claims management process.
• Define clear processes for advance and non-advance claims.
• Ensure timely submission and accurate processing.
• Verify claim legitimacy and correctness.
• Ensure compliance with relevant laws and policies.
• Maintain accurate claim records.

Course Content

• Claim Requisition Process: Advance Amount and Information Purpose
• Claim Submission Process: With and Without Advance Amount
• Claim Verification and Approval
• Timely Processing
• Compliance and Legal Considerations
• Record Keeping