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1 GULF ERP ...
Author: Bennett Ellis
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1 GULF ERP

2 WHY GULF ERP? User Friendly Fully Responsive (All devices supported)Proven and Scalable Complete Business Solution All functional block in a same umbrella SMS Connected Connected Easy to integrate with third party API Dashboard & Reporting

3 Functional Modules of GULF ERPOrganization Chart Employee Administration Employee Self Service Leave & Attendance Tracking Employee Performance Appraisal Payroll & Accounting On-Boarding & Off-Boarding Job Management Applicant Tracking System Candidate Hiring Process Online Job Board Candidate Portal Dashboard & Reporting Client Relationship Management Vendor Relationship Management Sales Force Automation Task Management Document Management Learning Management System

4 GULF ERP Process Flow

5 GULF ERP– APPLICANT TRACKING SYSTEM (ATS)Resume Builder Resume Parser Resume Database Video/Picture/PDF/DOC Background Checking Availability/Privacy Notes/Todo/Assessment Rating & Remarks Resume Source Management Job Cart Candidate Hot List & SMS Referrals Candidate Portal Offer Letter & On-Boarding

6 GULF ERP–APPLICANT TRACKING SYSTEM PROCESS (ATS) FLOW

7 GULF ERP ATS – KEY FEATURE & BENEFITTrack Resume Source, Notes, Remarks, and Activity Maintain Candidate Database Job Cart with Automated Job Alert Send & Receive s Interview Scheduling, Reminders, and Feedback Online Assessment System Background & Reference Checking Resume Submission to Managers Create Custom Applicant Hot lists Customize Recruitment Process Workflow Track applicants data for better and quick relationship Applicant Processing Made Easy

8 GULF ERP ATS – KEY FEATURE & BENEFITVideo Resumes, Word Resumes and Cover Letters Overall remarks and rating Option to select applicant availability (shared or as private, or unavailable) Centralized Resume Source for Enterprise Shared Resume Pool Improved Communication Amongst Recruiters Improved Communication with Candidates Leverage Applicant Tracking System to Reduce Recruitment Costs Increase Profitability of Candidate Search and Placement

9 GULF ERP ATS – OVERVIEW

10 GULF ERP APPLICANT CAREER PORTALUpdate and upload profile Job Application Interview Job Cart Self Online Assessment Interview Feedback Resume & Document Tracking Video Resume Word Resume Other Documents Referral

11 GULF ERP APPLICANT CAREER PORTAL FLOW

12 GULF ERP APPLICANT CAREER PORTALThe Applicant Career Portal allows applicants to Register & login Build resume smartly Upload documents like word resume/video resume/cover letter/photo/certificates/passport etc. Search jobs using strong search engine and apply for jobs Check the job application status online. Take online tests Refer other applicants View scheduled interviews Write feedback

13 GULF ERP REQUISITION MANAGEMENTRequisition Submit Hiring Matrix Resume Collection Submit to Manager Approval

14 GULF ERP REQUISITION MANAGEMENT KEY FEATURESJob Description Library Customize Hiring Process Levels Hiring Matrix Screening Questionnaire Setup Online Assessment Integration Interview Setup Offer Letter On-Boarding

15 GULF ERP REQUISITION MANAGEMENT OVERVIEW

16 GULF ERP JOB STREAM Distribute jobs to gain more applicant traffic and resumes New venues for recruitment such as social media, micro blogging and job aggregator SEO for their jobs Save time by posting jobs to multiple boards at once. Automatically create applicant records. Easily track job board marketing spend and ROI

17 GULF ERP APPLICANT HIRING PROCESSKEY FEATURES Hiring Matrix parameters auto generated from requisition Batch process for auto matching of resumes based on set parameters Rank & Score Candidates vs. Requisition One to Three level of interview/selection process BENEFITS Proprietary Hiring Matrix Ranks Most Qualified Candidates to Save Recruiter Time Search Agent Automatically Finds the Best Matching Candidates in the ATS Seamless Integration with Resume Parser for High Quality Candidate Matching

18 GULF ERP APPLICANT HIRING PROCESS OVERVIEW

19 GULF ERP ASSESSMENT PROCESS FLOW

20 GULF ERP ASSESSMENT BENEFITSBuilt-in assessment function rejects poorly matched applicants prior to recruiter review Notify applicant of online assessment automatically Applicant can login and give the assessment test. Built-in technical tests for online and phone Interviews Custom test creation function Recruiter technical test answer key for Phone-based interviews Flexible assessment test creation provides pinpoint analysis of applicants Screening of average applicant from excellent applicant is possible with minimum effort. Maintain control over the methodology, framework and results Powerful assessment test collection adds value to your asset

21 GULF ERP ASSESSMENT OVERVIEW

22 Offer Letter ManagementCandidate Passed Selection Criteria Salary confirmation Offer Letter

23 GULF ERP OFFER LETTER MANAGEMENTKEY FEATURES HR Offer Letter Editor Offer Letter List Indicate Benefits and Deductions Meticulous information available for generation of Offer Letters Identify leave plans Easy view of all the offer letters generated for a specific candidate for a specific post Confirm the status Accept/Reject BENEFITS View all pending offer letters in one place Administrator pay scale and other policies before offer letter generated Enforce common HR policies across organization during recruitment

24 GULF ERP OFFER LETTER OVERVIEW

25 GULF ERP ON-BOARDING/OFF-BOARDING PROCESSSet Up customized On-Boarding/Off-Boarding processes Assign various forms/documents required Allocate the process to a organization Easy Tracking Help the employee to get acquainted with the new employer/company Allow the employee to understand the company's Goals Objectives Build a positive attitude towards the company. Avoid misunderstandings. Reducing new employee’s apprehensions. Setting of performance expectations. Reduce the knowledge curve

26 GULF ERP ON-BOARDING PROCESS SETUP.

27 GULF ERP ON-BOARDING PROCESS OVERVIEW

28 GULF ERP ORGANIZATION MANAGEMENTDefine Division & Sub division Specify the Tier/Levels Define the Roles/Position Build Organization Tree

29 GULF ERP ORGANIZATION MANAGEMENTKEY FEATURES Characterize the organization structure Define Divisions & Sub Divisions Specify the Tier Levels Define role/positions Competencies BENEFITS Plan the entire organizational structure that includes positions mapped with competencies, KPI, compensation, tier level, promotions & incentives Approval Workflow Manpower Planning Reports & Widgets

30 GULF ERP ORGANIZATION TREEDefine the entire organizational structure including Divisions/Sub Divisions, Tier, and Projects & Offices across Companies & Geography. Define the exact roles & positions hierarchy within the company. Define the Key Performance Index (KPI), Competencies, compensation, benefits and ranges for each position. The actual organogram & hierarchy of employees can also be setup along with the relevant approval workflow. Create a hiring schedule and carry out manpower planning. Create the role mapping to dashboard widgets Reports to Role mapping

31 GULF ERP HUMAN RESOURCE PLANNINGStrategic Man Power Planning Demand of Skilled resource Find out Opportunities

32 GULF ERP HR PLANNING FEATUREStrategic manpower planning Recognizes people displaying various degrees of talent and leadership potential for every organization Technical manpower planning Addresses the peculiarities and specific career needs of professions within the organization Operational manpower planning The HR managers to formulate optimal personnel posting/deployment plan for the employees

33 GULF ERP HR PLANNING ADVANTAGESEnable the determination of personnel needs of an organization. It helps to ascertain and identify critical shortages of skilled staff and take corrective action by timely recruitment. Besides looking and reacting to staff deficit, Manpower Planning is also able to identify any surplus/redundancy, if any in an organization.

34 GULF ERP COMPENSATION DEFINITATIONMaintain and configure basic compensation Define Benefits Define Deductions Define Leave Policy Linked with Timesheet/Attendance Leave Probation OT, Penalty Shifting

35 GULF ERP COMPENSATION KEY FEATAURESKEY FEATURES Define & Allocate leave policy Create a pay scale. Allocate benefits & deduction to a particular package Centralized payroll settings for a particular role/position Shift compensation policy

36 GULF ERP COMPENSATION ADVANTAGESNo ambiguity in compensation & leave policy Compensation package created according to the role’s importance. Compensation package can be assigned to a particular role/position in an organization.

37 GULF ERP COMPENSATION OVERVIEW

38 GULF ERP EMPLOYEE ADMINISTRATION

39 GULF ERP EMPLOYEE ADMINISTRATIONEmployee Registration Personal Profile Work Profile Confidential Profile Define Pay Scale Time Sheet Offer Letter HR Data (Passport, Visa, Driving License) Medical Insurance Travel, Training, Accommodation System Access On-Boarding Process Employee day to day activities tracing Off-Boarding Process

40 GULF ERP EMPLOYEE ADMINISTRATION FEATURESRegistration Basic information Search and Update Work Profile Corporate detail Work schedule Leave policy Personal Profile Builder Additional information Objective & Summary Skill Set Experience Education & Certification Text Resume HR Template and forms Policies Confidential Information Visa, License Insurance & Medical Pay Scale Salary Information Bank Account Information Benefit & deduction Gratuity Time sheet Linked with attendance system Overtime Leave

41 GULF ERP EMPLOYEE ADMINISTRATION OVERVIEW

42 GULF ERP EMPLOYEE SELF SERVICE (ESS)

43 GULF ERP EMPLOYEE SELF SERVICE (ESS)Customizable home of employee Leave request Expense claim System Access Information HR Communication Competence build up All HR Transact Internal business process Employer HR Employee Manager Employee

44 GULF ERP EMPLOYEE SELF SERVICE (ESS)Customizable Employee Personal Home Page. It provides an employee centric portal Allows employees to view their personal details & update their data Employees have access to their individual payroll details It contains workflows to manage HR transactions related to leave request, expenses, request for training and service request. Employee can rate himself and benchmark against others for performance appraisal. Employee can change the log in information, password, electronic signature He/she can upload personal as well as work related documents. It provides greater process transparency for employees. Faster flow of internal business processes One stop employee self service page Increased employee motivation through greater responsibility. Costs are saved by reduction or elimination of administrative overhead

45 GULF ERP EMPLOYEE SELF SERVICE (ESS) OVERVIEW

46 GULF ERP EMPLOYEE TASK MANAGEMENTCreate Task Allocate Task Complete/Forward/Revert back/Reject

47 GULF ERP EMPLOYEE TASK MANAGEMENT PROCESS

48 GULF ERP EMPLOYEE TASK MANAGEMENT KEY FEATURESAssign Tasks to Employees with Start and Completion Date View Submitted Task Reports Managers can Track New, In-Progress, and Completed Tasks Custom Task Categories Task Review in Dashboard

49 GULF ERP EMPLOYEE TASK MANAGEMENT BENEFITSOrganize and Track Assigned Employee Activities and Completion Measure Productivity of Company Personnel Automated Reminders for Non-completed Tasks Organize and Track Employee Activities

50 GULF ERP EMPLOYEE TASK MANAGEMENT OVERVIEW

51 GULF ERP EMPLOYEE TIMESHEET MANAGEMENT(2) Task Project (3) Time sheet (4) Submit for Approval (5) Modify & Approval

52 GULF ERP EMPLOYEE TIMESHEET MANAGEMENT PROCESS

53 GULF ERP ETMS KEY FEATURES & BENEFITSUser friendly time sheet editor for employee User friendly time sheet editor for approval manager Timesheet submitted by employee or timesheet manager Holiday calendar Leave application Biometric System Integration BENEFITS Create Time Sheets based on Project/Branch/Office Timesheet created on hourly/shift/project basis. Timesheet integrated with holiday calendar and leave application Effortless & customizable timesheet approval process User defined Attendance Types Weekly, Biweekly, and monthly timesheet Overtime and holiday overtime tracking Easy to understand timesheet list & report Daily Reports

54 GULF ERP EMPLOYEE TIMESHEET OVERVIEW FOR MANAGER

55 GULF ERP EMPLOYEE TIMESHEET OVERVIEW FOR SELF

56 GULF ERP EMPLOYEE TIMESHEET MANAGER

57 GULF ERP EMPLOYEE TIMESHEET OVERVIEW

58 GULF ERP EMPLOYEE PERFORMANCE APPRAISALSkill Set/Competency measurement Training Assign – If required KPI/Project Assign Performance Review Self Rating and Colleague Rating Manager Rating Feedback and Rating Locked Result and Discussion for further improvement (if any)

59 GULF ERP EMPLOYEE PERFORMANCE APPRAISAL FEATURESCarry out feedback surveys in 360 degrees or appraisal formats Performance Measures based on competency definitions Competency Matrix Key Performance Indicators (KPIs) Career Planning defined based on step up scores Detailed Appraisal Reports Quantitatively link compensation to appraisal scores

60 GULF ERP EPM PROCESS

61 Measure Performance and Incentivize of Employees accordingly GULF ERP EPM – WHY? Measure Performance and Incentivize of Employees accordingly Provide Training Assessments for Career and Succession Planning Increase Retention and Reduce Attrition Align Employee Administrators with Business Strategy

62 GULF ERP EMPLOYEE PERFORMANCE APPRAISAL OVERIVEW

63 GULF ERP PAYROLL Payroll module provides speed and accuracy.Payroll module assures accurate employee tax withholding and tax payments Pay employees for work performed Provide a structured system of general guidelines for your organization, including employee Pay structure, Pay frequency, Leave exceptions and Overtime definitions Store relevant information on each employee, such as contact information, start date, and wage and payment history

64 GULF ERP PAYROLL PROCESSPayroll Setup Payroll Preparation Get Information from Relevant sources Basic Salary Approval Deposit to Bank Notification Reports

65 GULF ERP PAYROLL CONNECTIONProject hour Attendance Timesheet Management Leave Management HR Policies Basic Salary Information Bank Management Training/Travel

66 GULF ERP PAYROLL BENEFITSReduced administration time by automating payroll calculation and printing of paychecks Increased accuracy of tracking payroll expenses to the proper general ledger account or customer job One has complete control over one’s payroll process Monthly Payroll calculations available Deductions & Gratuity calculation incorporated under Payroll Calculate Monthly Payroll based on timesheet submission Provide Approval for Payroll Calculations Ability to provide a project job code to a candidate for specific duration Generate a report based on Job Code Set up basic rates for each position Leave Calendar Define salary based on working hours Allowances and Loans Amortization Rate

67 GULF ERP PAYROLL WORKFLOW

68 GULF ERP EMPLOYEE OFF-BOARDING/TERMINATION PROCESSKEY FEATURES Set Up customized Off Boarding processes Assign various forms/documents required Allocate the process to a organization Easy Tracking BENEFITS Analyses critical Exit/Termination data Automates the full spectrum of company specific forms Makes the process paperless, thus driving operational efficiencies and reducing costs

69 GULF ERP EMPLOYEE TERMINATIONEmployee Resignation Flow of Resignation Approval Process Clear from the all stakeholders Clearness certificate management History Managements

70 GULF ERP EMPLOYEE OFF-BOARDING OVERVIEW

71 GULF ERP SALES FORCE AUTOMATION (SFA)

72 Import Company data from excelGULF ERP SFA FEATURE Sales Campaign Management o Lead, Opportunity & Client Sales Mgt. o Cold Call Activity Management o Bulk Marketing with Boilerplate Sales s Client Management o View Requisition or Job Orders o Submissions for Jobs o Billing, Invoices & Payments o Timesheet Approval Import Company data from excel

73 GULF ERP SFA – WHY? Track Sales Productivity, Analyze Success & Unsuccessful Sales Master Company Data and List Builder & Create Mailing List from Sales Campaign Maintain Prospect Pipeline & Avoid Contacting Companies Multiple Times Automate and Manage the Sales Process in Real Time Organize Client Information and Notes in a Centralized & Secured Location Maintain Centralized Corporate Calling List Organize Client Information and Notes in a Centralized Location

74 GULF ERP SFA – LEAD MANAGEMENTLead info Company name Follow up Primary Contact

75 GULF ERP SFA LEAD OVERVIEW

76 GULF ERP SFA - CAMPAIGN MANAGEMENT

77 GULF ERP SFA – VENDOR MANAGEMENTCapture Vendor/Agency/Company details Vendor Overview and Empanelment Publish requisitions selectively Vendor Access Portal Manage the submission process from Vendor Monitor Vendor performance based on response times and submission quality

78 GULF ERP SFA – VENDOR MANAGEMENT

79 GULF ERP SFA – VENDOR MANAGEMENT – WHY?Track quality & efficiency of vendor Vendor receive requisition & supply resumes independently and this reduces load on HR Eliminate non-responsive or inefficient vendor

80 GULF ERP VENDOR PORTAL

81 GULF ERP PARTNER RELATIONSHIP MANAGEMENTPartner Self-Registration from Corporate Website Broadcast Requisitions to Custom partner Create and Issue POs Administer Partner History Submission of Consultants through partner Portal Automated Partner Invoice Process Partner Reference Administration

82 GULF ERP PARTNER RELATIONSHIP MANAGEMENT

83 GULF ERP PARTNER PORTAL OVERVIEW

84 GULF ERP PARTNER RELATIONSHIP MANAGEMENT ADVANTAGESMaintain Structured Process for Communication and Purchasing from Partners Automate Consultant Submission and Approval Framework Centralize Partner Application and Approval Process Improved Communication with Partners

85 GULF ERP DOCUMENT MANAGEMENT SYSTEM (DMS)Eliminates need for multiple copies, as documents are stored in a central location. Instantaneous sharing & retrieval across disparate locations. Efficient storage & retrieval of Information. Documents can be uploaded in various formats (doc, docx, pdf etc Alert & Notification

86 GULF ERP DOCUMENT MANAGENT ASSOCIATIONSDMS Employees Organization Assets Candidate Company Contract Reports Mail

87 GULF ERP DOCUMENT MANAGEMENT SYSTEM

88 GULF ERP DOCUMENT MANAGEMENT SYSTEM ADVANTAGEMajor reduction in administrative tasks & substantial cost savings. Reduction in storage space resulting in better utilization of space. Getting close to a paperless office environment On time alert & notification on document expiry

89 GULF ERP DOCUMENT MANAGEMENT SYSTEM KEY FEATURESPaperless Speedy search Connected Data warehouse

90 GULF ERP DMS OVERVIEW

91 GULF ERP ASSET MANAGMENT

92 GULF ERP ASSET MANAGEMENT FEATUREAsset analysis Easy retrieval of information asset transaction. Helps generating asset list as per industry category Data warehouse

93 GULF ERP ASSET MANAGEMENT BENEFITSSimple process User friendly Give a clear picture of the asset value Effective management of a company's infrastructure, plant, property, and human resources.

94 GULF ERP ASSET MANAGEMENT OVERVIEW

95 Client, Consultant & VendorGULF ERP ACCOUNTING Accounts Client, Consultant & Vendor Generate Invoice/PO Profit & Loss Payment

96 GULF ERP ACCOUNTING KEY FEATURESProvide tracking, generation & management for Contract Accounts payable Accounts receivables General ledger Generate invoices for different activities Integration with payroll and contract Asset Management Carryout expenses reimbursement Simple, logical and easy to use interface. No need to wait for time consuming tasks or reports to finish due to background processing. True data synchronization between you and your clients.

97 GULF ERP ACCOUNTING OVERVIEWAllows capture of basic accounting details which can be exported to most of the popular accounting software’s Accounts Payables – Gives you the source and the details of the services that has been utilized by the company Accounts Receivables – Helps the finance department to invoice the respective company from where they are expecting a payment General Ledger – Is where all the accounting transactions are posted for profit and loss analysis. Asset Management & Asset list: It gives details of all transactions related with asset acquisition and maintenance. Contract: It helps to create and incorporate contract specs with clients and vendors. Profit & Analysis: It gives profit/loss details of an organization for a particular period. Payment & Receipt: It helps in creating/editing payment and receipt for a particular transaction. Invoices can be raised for Consultant Billing, Placements, and Vendor etc. Payment details for Payroll, Miscellaneous Reimbursement, and Project based payments.

98 GULF ERP ACCOUNTING FUNCTIONAL BLOCKGenerate Contract Accounts Payable Accounts Receivable General Ledger Profit Analysis Payment & Receipt Vendor Cost Consultant Cost Payment details Third Party Cost HR Cost

99 GULF ERP ACCOUNTING OVERVIEW

100 GULF ERP REPORT & DASHBOARDOpen and Flexible Report Predefined Report Dashboard Management Static Dashboard Dynamic Dashboard SMS Notification Notification History Reporting

101 GULF ERP REPORT & DASHBOARD SAMPLESDashboard Widgets o Schedule and Appointments o Assigned Tasks o Recruitment and Placements o Sales & Account Management o Applicant Hot Lists o Upcoming Interviews o Consultant Submissions o Quick Candidate Search o Company Search o Sales Activities Report o Business Overview Reporting View Daily, Weekly, Monthly, and Quarterly Reports per Employee: o Requisitions Added o Placed Applicants Time to Fill Report Cost Per Hire Report Sales Reports

102 GULF ERP REPORT & DASHBOARD IMPORTANCEQuick Drill-Down to Review Specific Details Provided in Reports Customizable Dashboard Provides Easy Access to Summarized Activity Role-Based Dashboard Shows Only Relevant Information Assess Recruitment Efficiency Track Employee Productivity