Hr trng...revised[1]

1Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential. 1

2Copyright © 2014. All Rights Reserved. l Tech Mahindra Confidential.

PeopleSoft HR


User perspective

Approval workflow

Manager self-service

AgendaHR processes


USER PERSPECTIVE


Shift Allowance

Source: Arial, 10 points, sentence case

MyBeat Navigation

Home Page Intranet Users: http://mybeat.techmahindra.com/

Internet Users: https://mybeat.techmahindra.com/

Application Overview

• Mybeat is a site for Tech Mahindra employees, wherein they

can check latest updates.

• Following things are enabled due to this site-

1. People Search

2. THE HUB

3. Useful links

4. Easy access to applications

5. Email access

6. My Page

http://mybeat.techmahindra.com/


Shift Allowance


EASY Navigation

Home Page For Intranet Users :http://intraeasy.techmahindra.com/easyhome.aspx

For Internet Users :https://intraeasy.techmahindra.com/easyhome.aspx


• EASY is a user-friendly site for wherein the list of

applications are available for the individuals.

• There are tabs like associate self-service and manager self-

service which can enable the associate to fill timesheet,

raise travel request and apply for leave.

• Favorite applications can be configured on the shortcuts

above.


Shift Allowance


MyBeat Navigation

Edit Employee Details MyBeat > My Page > Edit Your Details


• The associate can get to know his/her immediate manager

to whom he/she would be reporting.

• He/she can edit details like mobile number, extension

number, etc.

• The employee can also view self details.


Shift Allowance


Timesheet and leave management Navigation

Timesheet entry EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Timesheet entry

How to fill timesheet

• The associate needs to chose whether he is in project or

non-project.

• Accordingly, he/she will select the tasks in project or non-

project.

• This application allows the associates to fill in their work

timings for the day/ week. It enables easy filling of entry for

the previous week .

• It also displays the associate time card, I.e. his/her IN and

OUT time along with approvals.

Benefits/Features :

• Allows employee to fill daily entry details

• One stop place for filling daily work timings

• User-friendly application.


Shift Allowance



Leave /Optional holiday request EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave /Optional holiday request

How to apply for leave

• The associate needs to chose the type of leave which

he/she is applying for.

• Details like the start date and the end date of the leave

should be mentioned.

• If any half days taken, the associate should mention them in

partial days.

• If an employee completes 4 hours then it is counted as a half

day.

• If an employee completes minimum 5 hours then it is

counted as a full day.

Benefits/Features :

• Allows employee to apply for leave.

• Leave balance can be checked.

• User-friendly application screen.


Shift Allowance



Leave encashment EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Encashment

How to apply for leave encashment

• The associate needs to chose the reason of encashment the

leave.

• Checking the current balance, the associate can apply for

number of days to be encashed.

Benefits/Features :

• Allows employee to encash the remaining leave.



Shift Allowance



Leave card request EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Card Request

How to request for leave card

• The associate can check his/her leave history.

• He/she should select the employee record whether

“offshore” or “onshore”.

• Based on the type of leave the leaves will be displayed.

Benefits/Features :

• Allows employee to check the leave request applied by the

associate.



Shift Allowance



Leave request history EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Timesheet and Leave Management > Report Time/Apply Leave > Leave Request History


• The associate can check his/her leave history.

• He/she should select the period in which he/she wants to

view the leave history.

• It shows all types of leaves availed in that period.

• The leave request history shows the –

1. Type of leave

2. Status (approved or not)

3. Start date

4. End date

5. Total number of days

6. Requested by

.


Shift Allowance


Personal Information Navigation

Employee Photo EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Employee Photo


• This screen enables the employee to upload his/her photo.

• After uploading the employee photo, the employee should

click on save.

• This uploaded photo can be viewed by other associates on

Mybeat while carrying out ‘people search.’


Shift Allowance



Insurance Nominee Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Insurance Nominee Details


• The associates are provided life insurance protection for

their family members also.

• The associate herein needs to add his/her nominee/s up to a

maximum of 2 members.

• The percentage-wise division should also be given in

multiples of 10.

• After entering the details, click on save to upload the data in

the system.


Shift Allowance



Relationship Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Relationship Details


• If any associate is having any relative working in Tech

Mahindra, he/she has to provide their details.

• This is done to ensure non-partiality while allocating

projects.


Shift Allowance



Education details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Education details


• This screen shows skills, competencies and

accomplishments.

• The employee needs to update his/her education details-

1. School

2. Degree

3. Areas of study


Shift Allowance



Home and Mailing Address EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Home and Mailing Address


• In this screen the employee can update his/her home and

mailing address.

• It can be same or different based on whether the employee

is a localite or not.


Shift Allowance



Phone Numbers EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Phone Numbers


• The associate can update his/her phone number in this

screen.

• Multiple numbers can also be added.


Shift Allowance



Email addresses EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Email addresses


• The employee can add the respective email address for

correspondence.

• Multiple email address can be uploaded.


Shift Allowance



Marital status EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Marital status


• The marital status of the employee can be changed after

his/her marriage.

• The associate needs to attach the supporting documents like

marriage certificate to validate the same.


Shift Allowance



Emergency Contact EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Emergency Contact


• Emergency contacts can be added in this screen.

• The relationship to the person whose number is given

should be mentioned.


Shift Allowance



Name Change EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Name Change


• After marriage, sometimes the name of female employees

might get changed.

• This screen enables the associate to change the name .

• The supporting documents for the same need to be given.


Shift Allowance



Passport Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Personal Information > Passport Details


• Employee can update his/her passport data by filling the

details like-

1. Country of employee

2. Citizenship Status

3. Passport Number

4. Date of issue

5. Expiry date of passport

6. Country of Issue

7. State of Issue

8. City of issue

9. Issuing authority

• Employee should also attach the scanned copy of his/her

passport.


Shift Allowance


Payroll and Compensation Navigation

View Pay slips EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > View Payslips


• The employee can view his/her pay slip in this screen.

• The pay slips can be viewed by entering LAN id and

password.


Shift Allowance



Update PAN number EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > Update PAN No.


• This tab facilitates an associate to update his/her PAN

details.

• Updation of PAN and Bank Details helps in easy processing

of the salary to the respective accounts.


Shift Allowance



VPF enrolment EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > VPF enrolment


• This tab facilitates an associate to declare any Voluntary

Contribution.

• VPF contribution can be declared within one month from

their hire date.

• VPF can be changed In the month of April / October.


Shift Allowance



Bank Details EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Reports > Bank Details


• Bank details need to be updated

here.


Shift Allowance



Flexi Declaration EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Payroll and Compensation> India Pay > Transaction > Flexi Declaration


• An associate can change his flexible pay by declaring

appropriate flexi.

• This flexi declaration can be done only once in the financial

year.

• If the associate wants to receive whole flexible pay , he

should make the declared amount as zero.

• The employee will receive this amount after tax deductions.

• If the employee doesn’t want to have in the salary, he/she

can claim for it by submitting LTA and medical bills.


Shift Allowance


Exit Navigation

Submit Resignation EASY > Human Resource > PeopleSoft HR > Employee Self-Service > Exit> Submit Resignation


• This is the screen where employee can submit his/her

resignation.


APPROVAL WORKFLOW


LMS

Leave Type Approvers

Level-1 Level-2 Level-3

Earned Leave Supervisor - -

Maternity Leave Supervisor Base HR SPOC -

Loss of Pay (if leave

is more than or equal

to 7 days)

Supervisor IBU Head Base HR

SPOC

Optional Leave Auto approval


MANAGER SELF-SERVICE


Shift Allowance


Manager Self Service Navigation

Home Page EASY > Easy Links > Manager Self-Service

MyBeat > PS-H > Main Menu > Manager Self-Service


Manager Self Service is a facility available in

PS(H) and PS(F) for managers to approve ,

reject any transactions/ requests raised by his

reportees.

It includes various options like –

• Allowances

• Timesheet approvals

• Leave approvals

• Job and information

• Direct reportee details

• Clearance checklist

• Review transactions

• Offer exceptional approval


Shift Allowance



Approve Timesheet/Leaves EASY > Easy Links > Manager Self-Service > Leave Approval / Timesheet Approval

MyBeat > PS-H > Main Menu > Manager Self-Service > Timesheet and Leave Management


• This option facilitates the manager to

approve/deny timesheet, leaves, manage

schedules.

• Timesheet/can be approved by-

- Transaction number

- Reported time

- Payable time

- Exceptions

- Overtime requests

• Leaves can be approved by-

- Bulk approval

- Approve/deny leave requests


Shift Allowance



Reporting Change EASY > Easy Links > Manager Self-Service > Reporting Change Approval

MyBeat > PS-H > Main Menu > Manager Self-Service > Job and Personal Information > Request Reporting Change

Procedure

• This option facilitates the manager to select

his/her reportees and assign them a new

supervisor.

• The manager needs to select the employee

whose supervisor needs to be changed.

• After selecting the employee/current

reportee, he needs to add his/her new

supervisor’s id and click on OK.


Shift Allowance



Accept Resignation EASY > Easy Links > Manager Self-Service > Employee Separation Approval

MyBeat > PS-H > Main Menu > Manager Self-Service > Job and Personal Information > Accept Resignation

Procedure

• This option is used by the manager to

accept resignations given by his reportee.

• The manager needs to select the employee

who has submitted the resignation.

• After selecting the employee the last

working day needs to be added.

• If it is a contractual employee or a sub-con,

the default date will be 30days from the

date of resignation.

• For an employee who has joined after 1st

May 2014, the default last date will be 90

days from the date of resignation.

• For employees who have joined before 1st

May 2014, the default date will be 60 days

from the date of resignation.


Disclaimer

Tech Mahindra Limited, herein referred to as TechM provide a wide array of presentations and reports, with the contributions of

various professionals. These presentations and reports are for informational purposes and private circulation only and do not

constitute an offer to buy or sell any securities mentioned therein. They do not purport to be a complete description of the markets

conditions or developments referred to in the material. While utmost care has been taken in preparing the above, we claim no

responsibility for their accuracy. We shall not be liable for any direct or indirect losses arising from the use thereof and the viewers are

requested to use the information contained herein at their own risk. These presentations and reports should not be reproduced, re-

circulated, published in any media, website or otherwise, in any form or manner, in part or as a whole, without the express consent in

writing of TechM or its subsidiaries. Any unauthorized use, disclosure or public dissemination of information contained herein is

prohibited. Unless specifically noted, TechM is not responsible for the content of these presentations and/or the opinions of the

presenters. Individual situations and local practices and standards may vary, so viewers and others utilizing information contained

within a presentation are free to adopt differing standards and approaches as they see fit. You may not repackage or sell the

presentation. Products and names mentioned in materials or presentations are the property of their respective owners and the

mention of them does not constitute an endorsement by TechM. Information contained in a presentation hosted or promoted by

TechM is provided “as is” without warranty of any kind, either expressed or implied, including any warranty of merchantability or

fitness for a particular purpose. TechM assumes no liability or responsibility for the contents of a presentation or the opinions

expressed by the presenters. All expressions of opinion are subject to change without notice.

Thank youVisit us at www.techmahindra.com


Documents

Hr trng...revised[1]