Newest Courses

Human Resource Management
User's Perspective (HRM)
Overview
This course is designed to help end users understand and efficiently operate the core HR modules of the system. It focuses on the step-by-step usage of features related to employee management, attendance, leave, payroll, and claims processing. The training aims to equip users with the skills to perform daily HR tasks accurately, aligned with organizational policies and compliance requirements.
Course Objectives
- Navigate and use the HR modules confidently for day-to-day tasks
- Enter, update, and manage employee records effectively
- Apply and approve leaves, manage attendance, and handle shift rosters
- Process payroll-related entries and view salary details and payslips
- Submit and track claims and reimbursements
- Ensure compliance with organizational and statutory requirements
Course Content
Recruitment Module
– Raise and track vacancy requests
– Manage candidate details and hiring status
– Schedule interviews and roll out offers
Workforce Management
– Maintain employee profiles and documents
– View organizational structure and reporting roles
– Track employment status and history
Leave Management
– Apply for and approve different leave types
– View leave balances and track carry forward
– Follow organization-specific leave rules
Attendance Management
– View assigned shifts and rosters
– Mark or validate attendance
– Understand attendance policies and exceptions
Payroll Module
– View salary structure and payslip details
– Understand payroll deductions and statutory components
– Track payroll cycle and salary disbursement
- Claims & Reimbursements
– Apply for eligible claims
– Track approval status
– View disbursed amounts and reports
-- Integration with Finance

Master Data Setup (HRM)
Master Data Setup Course (HRM)
Overview
This course provides comprehensive guidance on configuring essential master data that supports HR operations and financial transactions. You will learn how to set up employee groups, sales representatives, and key financial parameters such as payment terms, methods, pricing structures, and tax settings. These configurations serve as the backbone for accurate payroll processing, invoicing, and managing customer/vendor transactions.
Course Objectives
- Understand the role of master data in HR and finance workflows
- Learn to configure employee-related and financial master data
- Enable accurate transaction processing through proper setup
Course Content
- Employee Group
- Employee/Sales Representative Setup
- Payment Terms
- Payment Methods
- Price List
- Tax Category
- Tax Rate Setup

Workforce Management
Workforce Management
Overview
This course provides a comprehensive guide to configuring and managing an HRMS, focusing on organizational setup, employee data management, HR processes, alerts, and reporting. Participants will gain practical knowledge in system configurations, mastering job structures, managing employee records, handling HR processes, and setting up automated alerts and reports. This is ideal for HR professionals, HRMS administrators, and system implementers.
Course Objectives
Course Content

Recruitment
Recruitment
Overview
This training video shows HR managers, recruiters, and system admins exactly how to configure key recruiting features in Onfinity ERP—such as selection rounds, interview panels, email templates, and questionnaires—so your hiring workflows are customized, efficient, and aligned with business needs. It’s a user-friendly guide designed to streamline hiring and boost process effectiveness using Onfinity’s recruitment tools. Course Objectives Course Content

Leaves Management
Leave Management
Overview
This course focuses on helping users understand and operate the Leave Management module within the HR system. It covers the full process from configuring leave types and rules to managing leave accruals, approvals, and balance tracking. The goal is to equip users with the knowledge to maintain accurate leave records and ensure compliance with organizational policies.
Course Objectives
- Navigate the Leave Configuration screen confidently
- Set up and manage various leave types (e.g., annual, sick, maternity)
- Define leave rules for accrual, carry forward, and encashment
- Understand the approval hierarchy and workflow
- Track employee leave balances and history
- Align leave policies with statutory and company requirements
Course Content
Leave Types Setup Accrual and Entitlement Rules Approval Workflow Leave Balance Tracking Leave Suffix and Prefix Rules Integration with Attendance & Payroll Employee Self-Service
– Create and configure different leave types
– Define monthly/yearly accruals, caps, and carry-forward logic
– Set up leave approval processes and escalation paths
– Monitor available, used, and carry-forwarded leave
– Configure rules around holidays or weekends before/after leave
– Ensure leaves impact attendance and salary accurately
– Enable employees to apply, track, and cancel leaves

Attendance Management
Attendance Management
Overview
This course provides a complete and practical understanding of the Attendance Module, covering the full process of setting up, configuring, and managing employee attendance within the system. It equips users to define attendance eligibility, create and assign work plans and shifts, configure IN/OUT rules, set up overtime and cut-off policies, and integrate attendance data with payroll through component mapping.
Learners will also gain insights into advanced features like flexible shifts, night shift handling, biometric/live selfie validation, and editable time cards. By the end of the course, users will be confident in aligning the attendance configuration with their organization’s policies and ensuring accurate time tracking and payroll readiness.
Course Objectives
- Configure attendance work plans, shifts, and policies to align with organizational norms.
- Implement and test time capture methods suitable to business needs.
- Ensure accurate linkage of attendance data to payroll using component mapping.
- Apply system controls like Live Selfie, Time Card Editable, and Shift Flexibility.
Course Content
- Attendance eligibility criteria (Grade, Job, Position)
- Time capture methods (biometric, manual, mobile)
- Work plan and shift configuration
- Defining weekly offs, holidays, and cut-off hours
- Timesheet type selection and period generation
- Flexible shift and IN/OUT rules (late coming, early leaving)
- Overtime settings and night shift handling
- Component Mapping for payroll integration
- System behavior settings (Live Selfie, Editable Time Card) Attendance data linking with payroll

Payroll Management
Payroll Management
Overview
This course provides comprehensive training on the end-to-end configuration of payroll within an enterprise HR system. The training is designed for HR professionals, payroll administrators, and system configurators aiming to understand and implement payroll processes from setup to cost distribution. Through detailed modules, participants will gain practical knowledge of HR settings, payroll elements, component configurations, balance management, and more.
Course Objectives
- Understand the foundational structure of payroll configuration.
- Set up HR settings and holiday calendars that integrate with payroll.
- Configure payroll definitions, periods, input values, and component classifications.
- Define and manage payroll balances and dimensions.
- Establish charges, event groups, and component links.
- Create and maintain global values and table structures.
- Set up payroll cost distribution for accurate financial reporting.
Course Content

Claims Management
Claim Management
Overview
This course provides a practical overview of the Claim Management module in an HRMS. It covers both configuration and operational processes involved in managing employee claims. Participants will learn how to define claim types and sub-types, set eligibility rules based on job, grade, or position, and manage claim workflows initiated by employees or administrators. The course also includes finance-related tasks such as invoice and payment processing, along with tracking claim balances to ensure accurate and compliant reimbursement practices. Ideal for HR, admin, and finance teams involved in claims processing.
Course Objectives
1: Configuration:
Claim Types
Claim Eligibility
2: Claim Processes
Claim Requisition and Submission by Employee
Claim Requisition and Submission by Admin
Invoice and Payment Generation by Finance
Managing Claim Balances and Historical Usage
Course Screen Information:
1: Configuration:
Claim Types
Claim Eligibility
2: Claim Process Screens:
For Employee:
Claim Requisition ESS
Claim Submission ESS
For Admin:
Claim Requisition Admin
Claim Submission Admin
For Finance:
Claim Requisition Finance
Claim Submission Finance