Basic (User Level) Course

Recruitment Course

Overview
This course provides a comprehensive guide to understanding the end-to-end recruitment process, from workforce planning to employee onboarding. Participants will learn how to manage vacancy requisitions, applicant registration, shortlisting, selection, offer processes, and employee onboarding.

Course Objectives

• Understand the full recruitment process.
• Learn how to create workforce planning templates and manage vacancy requisitions.
• Master the applicant shortlisting, selection, offer, and onboarding processes.

Course Content

• Workforce Planning Template Creation
• Vacancy Requisition
• Applicant Information
• Shortlisting Process
• Selection Process
• Offer Process
• Employee Onboarding

Overview

This course covers the process of adding and managing employee data, including personal details, work information, skills, qualifications, documents, and letter requests. It also explores key employee processes such as transfers, promotions, and probation management.

Course Objectives

By the end of this course, participants will:

• Manage employee data and run key HR processes.
• Handle employee transfers, promotions, disciplinary actions, and probation.
• Manage alerts, letter requests, and generate reports.

Course Content

• Employee Personal Information
• Employee Work Information
• Skills and Qualification
• Employee Documents
• Letter Request
• Alerts, Widgets, and Charts
• Reports

Leaves Management Course

Overview

This course provides a comprehensive guide to managing leave requests using Onfinity. Participants will learn how to process leave requests through ESS, Admin Window, and Mobile App, as well as manage leave accruals and carryover processes. The course also covers generating and analyzing leave reports to optimize leave management within an organization.

Course Objectives

• Understand the leave request process in ESS, Admin, and Mobile App.
• Configure and test leave request scenarios in Onfinity.
• Learn to manage leave accrual and carryover processes.
• Generate and interpret leave management reports.

Course Content

• Leave Request ESS
• Leave Request Half Day
• Leave Request Admin Window
• Leave Request from Mobile App
• Accrual Process
• Carryover Process
• Leave Reports

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