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HOLDINGS RISDA HOLDINGS SDN BHD JABATAN TEKNOLOGI MAKLUMAT Taklimat Modul e-Claim, Benefit, e-Travel, e-Performance & e-Training HIS

RISDA Holdings Sdn. Bhd.risdaholdings.com.my/v3/wp-content/uploads/2018/10/ClaimBenefit... · “DoingMORE with LESS” ESS Medical Claim-Apply Medical Claim Pick Date Choose Date

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HOLDINGS

RISDA HOLDINGS SDN BHD

JABATAN TEKNOLOGI MAKLUMAT

Taklimat Modul

e-Claim, Benefit, e-Travel,

e-Performance & e-Training

HIS

“Doing MORE with LESS”

MENU UTAMA

e-Claim

Benefit

e-Travel

e-Performance

e-Training

e-Claim ESS

https://ess.smrhis.com.my

MENU

“Doing MORE with LESS”

ESS Login Page

Nombor Staf (eg: RH0001)

6-digit Terakhir No K/P (eg: 107070)

https://ess.smrhis.com.my

“Doing MORE with LESS”

ESS Home Page

HOME PAGE

Phone Claim

“Doing MORE with LESS”

Travelling And Claim

Click Miscellaneous Claim

“Doing MORE with LESS”

Travelling And Claim

1. Select Claim Period

2. Fill Purpose

2. Fill Receipt No.

3. Click Details

“Doing MORE with LESS”

Travelling And Claim

1. Fill Company Telco 2. Select Date Claim

3. Select Expenses

Select Expenses:

Hand Phone Claim

4. Fill Amount

5. Click Icon Calculator

6. Upload Attachment

Attachment:

Hand Phone Bil

7. Click Update 8. Click Send For Approval

MENU

Medical Claim

MENU

“Doing MORE with LESS”

ESS Medical Claim

Click

Operational HR

Click Benefit

“Doing MORE with LESS”

ESS Medical Claim-Main Menu

Medical Claim to

apply claim

Claim History to

View Claim

My Summary to

View Claim

“Doing MORE with LESS”

ESS Medical Claim-Apply Medical Claim

Pick Date

Choose Date Period Claim

Choose Patient Type

Choose Treatment Type

Choose Benefit Type

Choose Hospital/Clinic

Choose Sickness Type

Fill No MC if any.

Fill Receipt No.

Fill name clinic/hospital if non-panel.

Click icon details to fill up details claim

“Doing MORE with LESS”

ESS Medical Claim-Details Claim

Click button Add Details.

“Doing MORE with LESS”

ESS Medical Claim-Details Claim

1.Fill

Clinic/Hospital

name

2.Choose

medical

claim

3.Fill value

claim

4.Choose type

tax if any

5.Click icon

CALCULATOR

to calculate

value

6.Click button

ADD to add

receipt.

7.Click button

update

8. Click button

Send for

Approval.

“Doing MORE with LESS”

ESS Medical Claim-Pop-up Notification

Click

View Workflow

to view approval

MENU

Travelling And Claim

MENU

“Doing MORE with LESS”

Request Travelling

Click Travelling

Click Operational HR

“Doing MORE with LESS”

Travelling And Claim

Click Travelling Mileage

Request

“Doing MORE with LESS”

Travelling And Claim

Choose Year and Month

Choose Date From and To

Fill Purpose Travelling

Pick Car Type

Choose Passenger if

available

Click icon detail to fill up

details

Pick Accommodation and

Flight if available

Fill Travelling details.

“Doing MORE with LESS”

Travelling And Claim

Click Add Task

Click to Add Travelling Details

Click Accommodation

Details

“Doing MORE with LESS”

Add Task

Fill Purpose Travelling

Fill Location

Pick Date

Pick Estimate Time

Upload Attachment if any

Click Update

“Doing MORE with LESS”

Add Travelling Details

1. Pick Type Transport

2. Tick Accommodation if any

3. Tick Allowance if any

4. Fill Accommodation if any

5. Upload Attachment if any

Click Update

Note:If Transport using own car, select OTHER and fill CAR

“Doing MORE with LESS”

Add Travelling Details

1. Select Check In Date

2. Select Check Out Date

3. Fill Accommodation Detail 4. Upload Attachment if any

5. Click Update

Note:

Example Accommodation Detail – Hotel Name

Last step: Click Send for Approval

“Doing MORE with LESS”

Travelling Request Pop-up Notification

Click

View Workflow

to view approval

Travelling

“Doing MORE with LESS”

Travelling And Claim

Click Travelling & Mileage

Claim

Click Claim History to cancel

claim

“Doing MORE with LESS”

Travelling And Claim

Choose Claim Period

Choose From

Choose Date To

Fill Purpose

Click Icon Details

Select Record Travelling Request

“Doing MORE with LESS”

Select Record Travelling

Choose Claim Period

“Doing MORE with LESS”

Menu Travelling Details

Click Mileage Details to add mileage detail

Click Travelling Details

Click Expenses Details

“Doing MORE with LESS”

Travelling Details

Pick time start travel

Pick time arrive

Choose type transport

Tick hotel if available

Tick allowance if available

Fill details travelling

Fill mileage meter in/out

Click con CALCULATOR

Add attachment if any

Click button Update

“Doing MORE with LESS”

Travelling Details

Select type of expense

Example type of expenses:

1. Elaun Lojing

2. Elaun Harian

3. Elaun Makan

etc

Fill details expenses

Fill Details company if any

Fill receipt no if any

Fill value

Click button CALCULATOR

Upload attachment if any

Print Claim Report

“Doing MORE with LESS”

Print

Click icon Claim History

Click Reference Record

“Doing MORE with LESS”

Print Report

Click Button Print

MENU

e-Overtime ESS

https://ess.smrhis.com.my

MENU

“Doing MORE with LESS”

Overtime

Click Overtime

“Doing MORE with LESS”

Supervisor – OT Plan

Under Supervisor

Click OT Plan

“Doing MORE with LESS”

Supervisor – OT Plan cont.

1. Select

Supervisor

2. Pick Date

3. Select Shift

6. Select

Reason

4. Select OT Code

5. Key in Start

& End Time

“Doing MORE with LESS”

Supervisor – OT Plan cont.

Tick emp# &

Send for

Approval

MENU

e-Training ESShttps://ess.smrhis.com.my

MENU

“Doing MORE with LESS”

Training ProcessCreate Course

Create Class

View Available Classes

Training Request

Training Request Approval

Class UpdateAdd

Training Record

Feedback

View Training History

Skill Assessment

Skill Assessment

Approval

Skill Assessment

History

Legend :Individual Only

HOD/Supervisor

HOD Only

Only on

Exceptional

Cases

“Doing MORE with LESS”

View Available Courses/Classes

“Doing MORE with LESS”

Available Courses/Classes

“Doing MORE with LESS”

Class Details

“Doing MORE with LESS”

Training Request

“Doing MORE with LESS”

Fill in Reason for Training

“Doing MORE with LESS”

Send for Approval

“Doing MORE with LESS”

Add Course

“Doing MORE with LESS”

Add Course cont.

“Doing MORE with LESS”

Add Course Eligibility/Prerequisites/Competencies

“Doing MORE with LESS”

Add Course Contents

“Doing MORE with LESS”

Update Course Contents

“Doing MORE with LESS”

Add Classes for Course

“Doing MORE with LESS”

Fill in General Details

“Doing MORE with LESS”

Add Nominators/Expenses

“Doing MORE with LESS”

Add Training Records for Class

“Doing MORE with LESS”

Select Employee Number

“Doing MORE with LESS”

Update Attendance Record

“Doing MORE with LESS”

Save Record

“Doing MORE with LESS”

Training Feedback

“Doing MORE with LESS”

Training Details

“Doing MORE with LESS”

Feedback Ratings

“Doing MORE with LESS”

Update Feedback RatingsMENU

e-Performance ESShttps://ess.smrhis.com.my

MENU

“Doing MORE with LESS”

Introduction

Start Goal Plan

Goal PlanGoal Plan Approval

Process Review

PPP

Review PPP

Process Review

PPK

Review PPK

Score Moderation

HR Individual PPP HR PPP HR PPK HR Admin

“Doing MORE with LESS”

HR / Admin – Start Goal Plan

“Doing MORE with LESS”

Login

https://ess.smrhis.com.my

Employee Number

Password

“Doing MORE with LESS”

Talent Management Module -KPI

Click KPI under Talent

Management

“Doing MORE with LESS”

KPI

Under Individual Level Click

Goal Plan (Sasaran

Tahunan)

“Doing MORE with LESS”

KPI – Plan Details

Click New on

Plan Details Tab

“Doing MORE with LESS”

KPI – Plan Details (Goals)

1. Key in Goal

Description

2. Key in KPI

3. Key in/Select

Deadline4. Save

“Doing MORE with LESS”

Individual – Goal Plan

“Doing MORE with LESS”

KPI – Plan Details (Add Goal)

Click New to Add

Other Goal

“Doing MORE with LESS”

KPI – Staff’s Responsibility

Key in Staff’s

Responsibility

“Doing MORE with LESS”

Save as Draft – Staff’s Responsibility

Save as Draft

after key in

Responsibility

Key in Staff’s

Responsibility

“Doing MORE with LESS”

KPI – Kegiatan/Latihan Luar Pejabat

Operational HR>Home>

View Shared Documents

“Doing MORE with LESS”

KPI – Kegiatan/Latihan Luar Pejabat cont.

Click Reference# Link

“Doing MORE with LESS”

Download – Kegiatan/Latihan Luar Pejabat

Download

Attachment

“Doing MORE with LESS”

Upload – Kegiatan/Latihan Luar Pejabat

Upload Attachment on

Kegiatan/Latihan

Luar Pejabat

“Doing MORE with LESS”

KPI – Send for Approval

Save as Draft if

Undone

Send for Approval if

Done

“Doing MORE with LESS”

KPI – Send for Approval cont.

“Doing MORE with LESS”

KPI – Performance History

Under Individual Level

Click Performance

History

“Doing MORE with LESS”

KPI – Performance History cont.

Click Link Reference#

for View Details

“Doing MORE with LESS”

KPI – Performance History cont.

“Doing MORE with LESS”

Supervisor – Goal Plan Approval

Under Supervisor Level

Click Goal Plan Approval(Sasaran

Tahunan)

“Doing MORE with LESS”

Supervisor – Goal Plan Approval cont.

1. Click Link

Reference# for View

Details and Edit if Has

Adjustment2. Tick Reference# and

Click Approve if OK

3. Key in Remarks and

Click Resubmit if Not

OK

“Doing MORE with LESS”

Supervisor – Review PPP/PPK

Under Supervisor Level

Click Review PPP

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Click Reference# Link

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Click Tabs to View

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Click Staff’s Responsibility to

View

“Doing MORE with LESS”

Supervisor – Training Checklist

Click Training Checklist to

View

“Doing MORE with LESS”

Supervisor – Training Checklist cont.

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Click Competencies Tab

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Select Rating

Key in Remarks

if Have

Key in

Comments for

Overall Review

“Doing MORE with LESS”

Supervisor – Review PPP/PPK cont.

Save as Draft if

Undone

Click Approve if

Done

“Doing MORE with LESS”

Supervisor – Review PPP/PPK Approved

“Doing MORE with LESS”

Staff Performance History

Click Staff

Performance

History

“Doing MORE with LESS”

Staff Performance History cont.

Click Reference#

Link

“Doing MORE with LESS”

Score SummaryMENU

TERIMA KASIH!