Acknowledgement. I am also thankful to Mr. Santosh Kumar P. and Ms. Gayatri Hari Priyanka S. for giving me valuable suggestions during the work.

Transcription

1 INTRANET REVAMP Project Title: Intranet Revamp Tool: OrangeHRM Human Resource Management System Guide: Mr. Lalit Mohan S. Name: Sanjay Kumar Ram Course: Bachelor of Technology in Computer Science & Engineering Institution: Indian Institute of Technology(IIT) Patna 1

2 Acknowledgement This project was quite good to learn a lot of technical things like PHP,Javascript, CSS,HTML etc, at the same time it gave me the confidence to work in the real life and professional set up. I feel the experience gained during the project would lead me towards a good professional life. I wish to express my profound gratitude to my Guide Mr. Lalit Mohan S. for giving an opportunity to do this project in the Institute for Development and Research in Banking Technology(IDRBT). I am also thankful to Mr. Santosh Kumar P. and Ms. Gayatri Hari Priyanka S. for giving me valuable suggestions during the work. At the end, I would like to thank the faculty of Indian Institute of Technology Patna to allow me to do this Summer Internship Programme. 2

3 Certificate This is to certify that Mr. Sanjay Kumar Ram, pursuing B. Tech degree in Computer Science and Engineering at Indian Institute of Technology,Patna has undertaken a project as an intern at IDRBT, Hyderabad from May 10, 2013 to July 12, He was assigned the project Intranet Revamp under my guidance. During the course of the project he has undertaken a study of OrangeHRM and has done satisfactory work. I wish him all the best for all his endeavors. Mr. Lalit Mohan S. (Project Guide) Senior Technology Manager IDRBT, Hyderabad 3

4 OBJECTIVE OF MY PROJECT To customize the leave module of OrangeHRM as per the rules and requirements of IDRBT. 4

5 Table of Contents 1.OrangeHRM 1.1 Introduction to OrangeHRM 1.2 Minimum Hardware and Software requirements to install OrangeHRM 1.3 Installation of OrangeHRM 1.4 Different Modules in OrangeHRM Admin Module Personal Information Module(PIM) Time Module Performance Module Recruitment Module 2.Existing Leave Module in OrangeHRM 2.1 Configure 2.2 Leave Entitlements 2.3 Reports 2.4 Leave List 2.5 Assign Leave 2.6 My Leave 2.7 Apply Leave 3.Customized Leave Module 3.1 Snapshot of my work 3.2 What are the features going to be added from my side 4. Conclusion 5.References 5

6 1.OrangeHRM 1.1 Introduction to OrangeHRM OrangeHRM is an open source used by different organizations or enterprises to manage Human Resources in a sophisticated manner.it is one of the popular open source software providing various functionalities in Human Resources Management.The second reason for opting OrangeHRM is its ease of learning. It means it does not take a lot of time to understand how to use this system whether it is the admin side or the non-admin side. 1.2 Minimum Hardware and Software requirements to install OrangeHRM Minimum Hardware Requirements Processor - Intel x86 Architecture 3GHz processor or equivalent RAM - 2 GB RAM Hard Disk - 40GB Note- These requirements is only sufficient for 100 users.for more number of user,we need more than these requirements Software Requirements Operating System - Windows XP, Windows 7, Windows Server 2003, Windows Server 2008, Linux distributions such as Ubuntu, Fedora, Redhat. Apache Version - Apache 2.2 MySQL Version PHP Version , Ubuntu6.4 Browser - Internet Explorer 8, Firefox, Google Chrome, Safari NOTE: JavaScript should be enabled in all the browsers Web Server Packages - XAMPP, WAMPP, LAMPP 6

7 1.3 Installation of OrangeHRM For complete installation of OrangeHRM,we need to follow the following steps.. Step 1: Install the Environment for OrangeHRM Install the environment for OrangeHRM (Apache, MySQL and PHP) using XAMPP/WAMPP Step 2 : Download OrangeHRM We can download OrangeHRM from the site addresshttp:// Step 3 : Installation Processes For XAMPP- 1.After having downloaded OrangeHRM, go to the destination folder where OrangeHRM was downloaded in your PC. 2. Copy the OrangeHRM folder & paste the OrangeHRM folder in the htdocs folder (My Computer>>Local Disk(*)>>xampp>>htdocs). For WAMPP- Paste the OrangeHRM in www folder *NOTE: If you are a Linux user, first change the file permission of OrangeHRM.Open the terminal (console) and navigate to your orangehrm directory (which is in the www folder or htdocs folder) and run the below command: sudo chmod -R 777 <orangehrm> Copy and paste the name of the OrangeHRM version that you have downloaded in the following URL: Or 7

8 Type your IP address in place of localhost. Then, The installation of OrangeHRM begins click on NEXT button. Step 4: Click I accept to agree and proceed installation Configuration of database by entering a preferred Database Host Name. (All the data that is populated into the system later will be stored under this Database Host Name). Select the two checkboxes based on your requirements. Click Next to proceed. The System will check for minimum system requirements to install OrangeHRM in our PC. Once the system check is complete, click Next. 8

9 We can create an administrator account to login to the system by entering the preferred Username and Password Once the installation is complete, click Next. 9

10 Once we have successfully installed OrangeHRM, we will get the following login page in which we can feed our admin Username and Password created during the installation of OrangeHRM. Figure- Login Panel 1.4 Different Modules in OrangeHRM OrangeHRM consists of many modules like Admin Module, Personal Information Module(PIM),Leave Module,Performance Module, Time Module.With the help of these modules admin user can manage the Human Resources of the organization.the features,jobs and facilities provided by these modules have been described below one by one. 10

11 1.4.1 Admin Module The Admin Module provides us with full control of all settings that affect the action of our OrangeHRM implementation. Through the Admin Module, we can: Define the company hierarchy, pay grades, work shifts, projects, memberships, qualifications etc. Add other administrators, and set access levels for each user Handle security issues Configure notifications Configure language localization and date format that will be reflected throughout the whole system. Enable/Disable Module display The Admin Module is the central control of the system and setting it up accurately is important for smooth operation. Figure :Admin Module The Admin Module consists of: 1.User Management: Add multiple HR Admins who will control the system, create logins for general users through ESS Users. 2.Job: Allows the HR admin to define Job titles, Specifications Pay grades Employment status Job categories Work shifts. 11

12 3.Organization: Allows the HR admin to enter/store general company info, structure of the organization and locations of sites. 4.Qualifications: Define various skills set, education background, license types, languages and memberships. 5.Nationalities: Define different nationalities 6.Configuration: Configure all notifications, language localization and enable/disable module display Personal Information Module(PIM) This core module maintains all relevant employee related information, including different types of personal information, detailed qualifications, work experience, job related information etc. Information captured in this module is utilized by all other modules, thus eliminating data redundancy. Records can be either entered manually one by one or imported from a CSV file. We cannot import all the details but you can edit the remaining fields. The functionality of the PIM Module differs depending on the rights of the user. The HR can: Configure optional/custom fields, data import from CSV, define reporting methods and termination reasons that will be used throughout the module. View all employee details Add employee on the list. Generate employee report ESS-Supervisor can: View his personal details as well as his/her subordinates. ESS-Employee: Has no access to the PIM module but can view his personal details under the My Info Module. 12

13 Figure :Personal Details in PIM Time Module The Time Module automates attendance maintenance and punch in/out. The functionality of the module allows the employees of the company to create and submit weekly timesheets and the Supervisors to modify, approve and reject the timesheets. These timesheets are created based on Activities within Projects that are being done for various Customers. While attendance is tracked through punch in/out employees can specify the time spent of projects assigned to them. Depending on each user the functions vary: The Admin can: Add Project Information; Customers, Projects and Activities View / Edit / Approve / Reject Employee Timesheets View any employee s attendance records 13

14 Configure attendance settings for all employees View project reports for any project undertaken by the company The ESS Supervisor can: View project information, and view/edit/add project activities if he/she is the project admin. Enter, modify and submit personal timesheets View / Edit / Approve / Reject/Add timesheets of his subordinates Enter his/her punch in/out time Enter time events spent on the project activities View his subordinates employee attendance records. View subordinate s project reports and attendance summary. The ESS User can: View project information, and view/edit/add project activities if he/she is the project admin. Enter, modify and submit personal timesheets Enter punch in/out time Enter the time events for the activities of the projects he/she is working on Performance Module This module manages and reviews the performance of all employees where a company can understand how well an employee is performing in relation to their strategic goals and objectives. KPI List This feature enlists all Key Performance Indicator (KPI) for all job titles. To view KPI List, go to Performance >> KPI List and the screen as shown below Figure will appear. 14

15 Figure : Key Performance Indicators The HR Admin can define a KPI for a specific job title. To do so, go to Performance>> Add KPI and the screen as shown below Figure will appear. Figure : Add Kep Performance Indicator 15

16 1.4.5 Recruitment Module The Recruitment Module manages the recruitment process of a company. The Admin can create Vacancies which will be listed on the link via jobs.php. A link has to be made on the website to take the applicant to jobs.php. When applicants are rejected, approved or when interviews are scheduled, mails are sent to them. Successful applicants are added to the system. Candidates Here the Admin can view the overall status of employee s applications and search for candidates using the criteria provided. To perform a candidate search go to Recruitment Module>> Candidates and the screen as shown below Figure will appear. Figure : Candidates Job Title: search for the candidates who have applied for a specific job title that may not be necessarily posted. Vacancy: search for the candidates who have applied for a vacancy posted on the website. Hiring Manager: search for candidates with interviews with a particular hiring managers. 16

17 Candidate Name: search for a particular candidate Keywords: search for candidates using specific keywords that the candidates may have entered on the application form for easy short-listing for a particular vacancy. Status: search for candidate with the following status of the application: Application Initiated Shortlisted Interview Scheduled Interview Passed Interview Failed Job Offered Offer Declined Rejected Hired Method of Application: search for candidates who have applied for any vacancy via: Manual: through post/ Online: through the job portal Date of Application: search for candidates who have applied for a specific period of time.select the dates from From to To. Click Search to perform the candidate search. After this search,admin gets the over all status of application of all the employees on the basis of the job selection criteria configured in the OrangeHRM. 17

18 2. Existing Leave Module in OrangeHRM A comprehensive leave management module with extensive possibilities of defining leave types, institute holidays, applying for and assigning of leave for the employees of the company. It caters for all application and approval processes and is able to display information on leave entitlement, balance, history etc. The functionality of the Leave Module differs depending on the rights of the user. The Leave Module will be described from the perspective of an administrator, an ESS User who is a supervisor and the normal ESS user. The Admin can: View Leave Entitlements for each employee and entitle leave days of each available type Generate Leave Entitlements and Usage Reports for himself/herself and all employees Configure leave periods, leave types, work week and holidays Assign Leave for any employee See Scheduled Leave for any employee See list of Taken Leave for any employee If the admin user is an employee then he will see the Apply My Leave and Entitlements options along with the rest of the features. A Supervisor can: View the Personal or Employee (subordinate) Leave Entitlements Generate Leave Entitlements and Usage Reports for himself/herself and his/her subordinates View the Leave List Apply Leave Assign Leave for his/her subordinates Approve/Reject Leave for his/her subordinates The ESS User can: View the Personal Leave Entitlement Generate Leave Entitlements and Usage Reports for himself/herself 18

19 View the detailed leave information Apply for leave Figure : Existing Leave Module With the help of the current or existing leave module admin can do the following things as shown in the above figure 1. Entitlements-Admin can add leave entitlements to an employee or a group of employees.adding leave entitlements include assigning leave types (like annual,casual, paternity) and the number of days of that leave type can be availed of by the entitled employee(s). 2. Reports-Admin can see the full leave report which includes how many leave days of which kind have been used by the entitled employee and what is remaining. 3. Configure-With the help of this option in existing leave module admin can define the leave period,leave type,work week and Holidays. 4. Leave List-With the help of this option,admin can see the leave list applied by the employees for approval. 19

20 5. Assign Leave-With the help of this option,admin assign leave to all the eligible employees whoever have applied. 3 Customized Leave Module 3.1 Snapshot of my work I have added different tabs namely General,Who can apply, Apply restrictions,accrual Rules and Carry Forward Rules in add leave type screen which deal with different rules and restrictions which are going to be applied to that leave type being added by the admin.so,the snapshot of all those tabs is as below- Figure : Snapshot of my work 20

21 3.2 What are the features going to be added from my side 1.General This tab is having the following rules in the form of different checkboxes like Admin can add and adjust leave entitlements Admin or Supervisor can assign leave to employee Employees can apply for this leave type Enable accrual rule Enable leave carry forward rule 2.Who can apply-this tab tells that which type of employees can apply this leave type.the tab looks like- 3.Apply Restrictions This tab has the following rules which are going to be applied to the leave type being added- 21

22 4.Accrual Rules- This tab has the following accrual rules which are going to be applied to the leave type being added- 5.Carry Forward Rules- This tab has the following rules which are going to be applied to the leave type being added- So,These are the snapshots of different tabs which have been created by me. 22

23 4.Conclusion This project was quite helpful for me in learning many new things related to PHP,HTML,JAVASCRIPT and OrangeHRM.Although the project was a little bit difficult because I had to change the software OrangeHRM according to IDRBT s requirements,i tried my level best to achieve the objective my project.the project is still requires more time and more functionalities to be added to fulfill the requirements of IDRBT 5.References Complete-Administrative guide to OrangeHRM.pdf 23

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