1. Implementation Of Ramco HCM System for TAFE Motors and Tractors Ltd
Training on Employee Self Service

2. Training on Employee Self Service (ESS)
Training Agenda
Why New HCM System - Ramco
Overview of Ramco
ESS Login Page & Home Page
FPA Allocation
Reimbursement Claims
Travel Request & Expense Claims
Leave Application
Investment Declarations for Income Tax
View Payslip & Tax Computation Sheet

3. Why New HCM System? Most of the HR processes are manual.
MIS reports – People/IT dependent
Duplication of Employee data in EPIC and SAP Payroll
Payroll – Currently in Custom development in ABAP. Difficult to manage all statutory requirements and Income Tax related amendments etc
Best Practices implementation
TMTL EPIC portal
Older Version of Lotus Notes which is obsolete and difficult to support
New Enhancements are not possible
New System – Ramco HCM – is a comprehensive ERP system that seamlessly integrates all processes related to HR such as attendance, leave, FPA, reimbursement, travel and payroll. It is also integrated with SAP Finance.

4. We offer About Ramco We serve We are
One of the world’s leading Enterprise Solutions providers with demonstrated business value delivery
Part of 1 billion USD Ramco group
The first ERP product company in APAC & India
We serve
Enterprises of all sizes in diverse industries through a comprehensive suite of enterprise software products and services
We offer
glocal refers to ‘global + local’
Business solutions developed specifically for ‘glocal’ market needs, and delivered quickly and cost-effectively in complex environments

5. Ramco Worldwide
Lithuania
Germany
Vancouver
Netherlands
Abbotsford
Portland
Minneapolis UK
Toronto
France
Chicago
New Jersey
Switzerland
Denver
Mexico
China
Louisiana
Saudi Arabia
Ootawa
Israel
South Korea
Jordan
Kuwait
Bahrain
El Salvador
Qatar
Taiwan
Yemen
Hongkong
Trinidad
Sudan
Philippines
Thailand
Malaysia
Singapore
Indonesia
Ramco Systems has a strong global footprint with customers and offices around the world.
South Africa
Kolkata
Australia
Chennai
Oman
Bangalore
UAE
Pune
New Zealand
Mumbai
Corporate Headquarters
Delhi
Sales, Implementation & Support Office
Sales & Implementation Office
Customer Location

6. Ramco’s Solution Offering
Healthcare
Manufacturing
Aviation
Logistics & Trading
Business Intelligence
Banking & Financial Services
Human Resources
Ramco VirtualWorks 7

7. Ramco Global Client Base
Cap Gemini
Over 1,000 customer sites in 40 countries
Very large implementations (2,000 to 100,000+ function points)
Across multiple verticals
Financial Services
Manufacturing
Aviation
Retail
E-Governance
Transportation and logistics
Agriculture
Managed Payroll

8. Employee self service – Login Page
/rvw
Employee ID :
Given Password

9. Employee self service - Home Page

10. Employee self service – Apply For & View Application…

11. Supervisor / Manager self service – To Do List…
Pending Records Count

12. Outlook Web Mail & Organization Directory
To launch outlook webmail

13. Wish Your Colleague
Employees with Birth Day today
Click to wish!

14. FPA Allocation FPA Admin Initiate FPA for Employee Employee allocates
FPA Balance amount in FPA Salary and Reimbursement Heads
FPA admin Closes
Employee FPA by authorizing the record

15. FPA is Initiated by FPA Admin…
Employee can see the Total FPA Entitlement for the year
Car scheme Applicable to employee
Balance FPA Amount available for employee to allocate
Screenshot 1 of 2 Continued…

16. Screenshot 2 of 2…
After FPA is Initiated by FPA Admin…
Employee to enter either FPA Salary or FPA Reimbursement. On Click of Enter Key, System computes other part.
Enter break-up amount against FPA Salary heads
Enter break-up amount against FPA Reimbursement heads as preferred.
Click compute Button
Save draft and Submit

17. Apply for Reimbursement
Reimbursement Group
FPA
Limit
Non Limit

18. Apply for reimbursement Claim
Employee need to
Select Reimbursement
Group
Click Get Details
Items
Enter Bill No, Bill date
and Claim Value
Click Compute which shows the Total Claim Amount
Save and submit
System generates the Claim ID and shows Status as Pending for Authorization.

19. Record Tax Declaration
To enable employees to declare the various investment options he/she is planning to make to get tax exemptions.

20. Record tax Declaration
Investment Guideline
Click Get Details
Enter PAN Number

21. Record Tax Declaration contd…
Click on Rent and Children Education Details tab
Select City and enter the Monthly rent amount
Click Default it will populate the default rent amount for all the months
Enter No of children for Education Allowance
Enter No of children for Hostel Allowance .
Click save as draft

22. Record Tax Declaration contd…
Click at Income / (Loss) from House Property and Other Income tab
Enter the amount in the relevant fields
Click save as draft

23. Record Tax Declaration contd…
Click at Deduction under chapter VIA tab
System shows the Employee PF and VPF Contribution details
Enter all the sec 80 investment amounts in relevant fields
Click Save as draft

24. Record Tax Declaration contd… View and Confirm
Systems show summary of all the amount declared in the different tabs
Employee need to check the box and press summit Button .

25. Travel Request Submission / Approval
To make Travel Request for planned travels.
To Submit Travel Expense Claim against a Travel Request
To Submit Travel Expense Claim for unplanned travels (Adhoc Travel Expense Claims)

26. Travel Request Submission
Click Search to view all old travel requests
Click “Create Travel Request” link to make new travel request

27. Travel Request Submission contd…
System defaults employee Cost Center
Enter From place, To Place, From Date, To Date, City Classification, Mode of Travel and Class of Travel

28. Travel Request Submission Contd…
Enter Advance Amount required for the travel .
On click of Compute system populates eligible amount for all the Allowance / Expense items.
Employee can opt for eligible items with approx amount and click compute button which (re)calculates the opted amount based on employee’s selections.

29. Travel Request Submission Contd…
System shows the approximate travel cost in summary multiline
Click Save and then Submit

30. Travel Expense Claim
Employee can directly raise the Adhoc travel Expense Settlement (for unplanned travel) OR can submit travel expense claim against an approved travel request

31. Travel Expense Claim Contd…
Employee needs to enter From Place, To Place , Date From, Date To, City Classification Type, Allowance /Expense Type and Expense Born by

32. Travel Expense Claim Contd…
Employee can enter the claim amount against all expense items.
On click of Compute system shows the actual eligible amount as well as the exception flag ( if any)

33. Travel Expense Claim Contd…
System shows the travel cost in summary multiline
Click Save and then Submit
After Submission employee can fetch Travel Expense Report

34. Leave Application
To apply for leave…

35. Apply for Leave Select Leave Type from the list
System will show the Leave balance for entitlement based leave types – EL, CL, etc.
Enter Leave From Date, Leave To Date, From session, To Session and Leave Reason
Click Submit
Employee can also see the Leave application status By clicking View Leave Application Status link and Leave Balances from View Leave Summary

36. Supervisor / Manager Self Service
To authorize Leave, Reimbursement, Travel requests / claims…

37. Authorize Reimbursement claim
All Pending Reimbursement Claim applications from the Pending list .
Reporting Offices / Manager can select the application by ticking the check box and click authorize / reject
Alternatively, can click the hyper link to view the detailed claim and authorize / reject

38. Authorize Leave Request
All the Pending Leave applications from the Pending list .
Manager can select the application by ticking the check box and click authorize/reject

39. Travel Expense Settlement / Approval
All the Pending Travel Expense Settlement requests from the subordinates will be listed for the authorization
RO / Manager can click Request No Link and authorize/reject

40. Travel Request Approval
All Pending Travel Requests from the subordinates will be listed for authorization
Manager can click Request No link and authorize/reject

41. Thank You