Human Capital Management

Product Walkthrough
Presented by:
Date:
 HCM Overview
An organisation’s Human capital is the most significant resource. Centra HCM enables you to optimize your manpower by effectively managing Employee
information, employee recruitment and onboarding, personnel training and Career planning, Performance management, Competency management,
Timesheets and Payroll. Centra HCM features smart analytics, API’s for seamless integration and allows a holistic view of all your employees’ data with
complete transparency.

Organisation Recruitment & Compensation &

structure Onboarding Benefits

Employee
Separation information

Performance &
Leaves
Appraisals

Employee Loans
Self-Service

Trainings & Payrolls &

Career Planning Shifts

Increment & Arrears

Transfers
HCM Lifecycle
Contents

1. Recruitment 8. Leaves
2. Onboarding 9. Performance & Appraisals
3. Organizational structure 10. Increment & Transfers
11. Personnel training & Career planning
4. Employee Information
12. Separation
5. Payroll & Shifts 13. Employee Self-Services
6. Arrears 14. Dashboard
7. Loans 15. Customization
 Recruitment
• Manpower Planning
• Different selection cycle for each position with user definable
rounds
• Organization-wide CV Bank
• Online CV submission from organization career page
• Automatic filtering of the Candidates based on skill set and
qualification of the position
• Scheduling the candidates for interview
• User definable candidate status
• Bio-data Screening, shortlisting, Interview and offer letter
Recruitment

Features:
• Manpower budgeting & planning
• Job description
• Job posting
• Candidate information
• Shortlist candidates
• Update marks
• Scheduling
• Evaluation
Recruitment – Budgeting & Planning
Recruitment – Job opening
Recruitment – Job posting
Recruitment – Candidate Information
Recruitment – Shortlist
Recruitment – Update marks
Recruitment – Scheduling
Recruitment – Evaluation
Onboarding

• Create multiple stages for onboarding an

employee right from shortlisted to giving out
the offer letter
• Dynamic tab view is generated based on the
stage selected
• Prepare a checklist of all the documentation
and legal procedures to be followed and
completed by the candidate
• Set alerts and notifications for self or hired
candidates so that no step is missed out and
the onboarding is smoothly completed
Onboarding – Selection Cycle
Onboarding – Selection Cycle
Onboarding - Alerts
Organization structure

• Define multiple organizational charts

• Structure the organizational chart based on the
reporting relationships defined for each person.
• Accessible to the employees via Employee Self-Service
Organizational structure

Features:
• Designation
• Position
• Organization chart
Organizational structure – Designation, Position
Organizational structure – Chart

Designation structure Organization structure

Employee Information

• Cover all of the information for an employee

including Personal and Professional details
• Define earnings, deductions, loan and leave
components for each employee
• Direct excel import facility available for mass
upload of employees
• Audit trails for all additions, updates and
changes
• Life-to-date history on all employee fields
Employee Information

Features:
• General & personal details
• Contact, Dependant and Educational qualification details
• Earnings and Deductions
• Loans and Leaves
Employee Information – Overview
Employee Information – General details
Employee Information – Personal details
Employee Information – Contact, Dependant and Educational qualification
details
Employee Information – Earnings & Deductions
Employee Information – Loans & Leaves
Payroll & Shifts
Features:
• Shift Master
• Attendance posting
• Single employee payroll
• Multiple employees payroll
• Payroll posting
• Overtime
• Arrears
• Claims
• Payroll Frequency
• Pay group & Pay batch
• Pay tags
• Earnings preferences
• Deductions preferences
• Air ticket preferences
• WPS settings
• CTC Matrix
Shift Master
Attendance Posting
Single Employee Payroll
Single Employee Payroll - Preview
Multiple Employees Payroll
Posting
Overtime
Claims – Air ticket
Claims – Expense
Claims – Reimbursement
Arrears
Payroll frequency
Pay group
Pay batch
Pay tags
Wages Protection System
Earnings definition
Earnings definition (cont.)
Deductions definition
Deductions definition (cont.)
Air ticket preferences
CTC Matrix
Gratuity
Provident Fund
Loans

• Modules
• Loan Application
• Loan Approval
• Loan Settlement
• Loan Deferment
Loan Application
Loan Approval
Loan Settlement
Loan Deferment
Leaves

• Modules
• Leave Application
• Leave Settlement
• Return from leave
• Leave Encashment
• Unplanned Public Holidays
• Leave Adjustment
• Leave Closing
Leave Application
Leave Settlement
Leave Settlement – Preview before posting
Return from leave
Leave Encashment
Unplanned Public Holidays
Leave Adjustment
Leave Closing
Calendar
Calendar
Calendar
Performance & Appraisal

• Multiple Appraisal flows

• Recurrence pattern to define any type of Appraisal Period
• User definable approval levels
• Employee’s Training and Attendance Details
• Perform Increments/ Transfers/ Promotions from appraisal
module
• Maintains performance feedback and ratings history.
• Provides historical reviews that can be accessed easily by
Partners/Managers or administrators
Performance & Appraisals

• Modules
• Key performance indicators
• Key performance areas
• Appraisal questions & questionnaire
• Initiate Goal sheet
• Scores and Ratings
• Initiate Tracking
• Appraisal Flow
• Initiate Appraisal
• Employee Appraisal through ESS
Key Performance Indicators
Key Performance Areas
Appraisal questions
Appraisal Questionnaire
Initiate Goal sheet
Goal sheet – Ratings
Initiate Tracking
Appraisal Flow
Initiate Appraisal
Employee Appraisal through ESS
Employee Appraisal through ESS
Increment & Transfer
 Personnel Trainings & Career Planning
• Modules
• Define Masters – Course and Course type, Venue,
Trainer, Scoring system, Period type
• Training Plan
• Initiate training
• Training request
• Schedule
• Attendance
• Online training
• Online examination
• Examination result
• Return from Training
• Trainer and Employee feedback
Define Masters – Course
Define Masters – Course type
Define Masters - Venue
Define Masters - Trainer
Define masters – Training points, Period type
Training plan
Initiate Training
Initiate Training (cont.)
Training request
Schedule
Attendance
Online training
Online exam
Exam result
Return from training
Feedback
Separation

• End of service
• Employee clearance
• Assets clearance
• Pending disbursements
• Final settlements
• Exit Interview
• Grievances
End of service
Employee clearance
Asset clearance
Asset returns
Clearance form
Grievance
ESS – Organization chart
ESS – Personal information
ESS – Leave calendar
ESS – Performance & Appraisal
ESS - Loans
ESS - Payroll
ESS - Recruitment
ESS – Personnel Training & Career Planning
ESS – HR Forms
Dashboards
Dashboards - Payroll
Dashboards – Recruitment
Customization – Payroll components
Customization – Global preferences
Customization – Global preferences (cont.)
Customization – Daily Input preferences
Customization – Field layout
Customization – Page layout
Customization – Email template
Customization – SMS template
Authorization flow
Appraisal flow
Goal sheet flow
THANK YOU
Thank You