Welcome to the new edition of kpi.com Human Resource Management System (HRMS) Guidebook.

This Guidebook is designed to instruct you through kpi.comHRMSfeatures and it is the primary assistant in case, you have any frustrations using the system tools.

kpi.comHRMSUser`s Guide contains information on getting to know and using the system features:

• Getting Started, views the whole working diagram to make easier the management of employees and the entire organization. This diagram is significant progress management map for directors and employers of the company.

• HRMS, describes how to manage employees and the organization, track employees attendance and conduct performance appraisals.

• Employee Profile, illustrates the features such as leave requests, expense reports, employee goals, talent profile and incident list.

• Goal Management section gives you information on the various goals set by the company administration.

• Performance Appraisals section enables you to review any information related to the performance appraisals of an employee. Besides, you are going to know how to review and initiate new appraisals, add a new appraisal template and competence.

• Attendance Tracking provides you with the review of employees’ attendance. Concurrently, you will be able to approve leave requests and keep track the attendance information of your employees.

kpi.com™ Software Company privately held by UK-based Finnet Limited firm. kpi.com provides an integrated stripe of software products for project management, customer relationship management, management of accounting and finance, e-commerce, reporting and human resources management. kpi.com enables companies to integrate the products to personal computers, minicomputers, network computers and personal digital assistants.

kpi.com, is a simple, low-cost ‘All-In-One’ Cloud based Business application platform. The integrated suite of applications has been designed to remove the necessity of investing in on-site back office administration and control systems, thereby allowing firms to concentrate on delivering their core, value adding services to their customers. Delivering the solution via the Cloud enables management and staff to share information and manage their operations regardless of location, thereby increasing their efficiency, responsiveness and competitiveness whilst minimising their investment in operational overhead.

kpi.com’s cloud delivered SaaS ensures that all elements of the business are connected. Information, staff, sales and service, front office operations, back office functions, management and control are available immediately from any location and can be shared across the organization.

We appreciate you using our kpi.com Human Resource Management System and this Guidebook.

Our customers’ comments and feedback are always welcome. You will find the Reader’s Questionnaire Form about kpi.com features at the end of the guide. Do not hesitate to mail your comments and wishes to the following e-mail address or you can directly contact with your kpi.com Support Manager.

Phone: +44 () 844 484 1120

+44 (0) 844 484 2958

+44 (0) 844 774 2253

+44 (0) 208 313 0711

With kpi.com Human Resource Management System (HRMS), running a company will be unsophisticated. This modern technology helps to track employee attendance and employee performance reviewsin one database program. An employer is able to configure payroll and track performance reviews. Using HRMS also indicates one less employee that an employer needs to hire.

kpi.com HRMS tool is located on the main menu between Project Management and CRM features:

The HRMS Tool consists of five main sections:

HRMS is the main page which helps employer to manage employees’ attendance, their leave requests and statuses. Besides, employers will be able to configure their timeslots and holidays.

Employee Profile allows an employer/user to view his/her ownprofile summary; see/add a new leave request and expense claims; add different type of goals; through talent profile, the user can add his/her educations, competencies and awards; add an issue occurred within the company; and download/upload documents from/to the system/personal computer.

With Goal Management tool you can keep track of all your company goals, department goals of the employees, share documents, track actual achievement of goals, leave feedbacks/comments, generate customized reports and exports your company goals information to Excel and printable PDF versions.

Performance Appraisals lets you conduct performance appraisal straightforward as you are supposed to find out under section of Performance Appraisals.

Attendance Tracking is a handy tool with what you are able to track all your employees’ times of availability. All holidays, leave requests and shift hours can be registered in this section. You will be capable of observing who is working and when they are working each day.

You are welcome to HRMS first page once again. Let’s start from the HRMS Diagram.You will discover how to manage your system properly with the instruction of the map. You can manage your employees, their positions directly from this page by clicking on the Manage Employees button. In order to View Organization Chart, you should have an access to the Manage Organization page. There you can allocate departments in the organization and manage salary grades by opening the Manage Departments page and edit Company Profile. Trackattendance viewing in-out reports and managingLeave Requests. Through Conduct Performance Appraisalssection, you are able to Conduct Regular Appraisals and 360° Survey.

The HRMS panel consists of the following features:

Employees section is made up of the list of all employees the company maintains.In the list, there can be found such information as personal/contact details, position, last update, role and status of an employee.

Departmentspage represents details of the branch. From the top tab, you will find department name, department leader, head count and start date information.

Positions are job places of employees in the organization. Specifications as position title, status, description, full/part time and budgeted incumbents are located in Positions section.

Locationssection contains information about addresses: country name, state name, city name, e-mail, phone number, and fax.

Through the Employees section, you are able to view the whole list of the employees within the organization.

To add a new Employee, go to HRMS section and click on the New Employee button located on top left side of the page, fill in the form and click the Save button.

By default the Action dropdown is available on the first column of the Employees list. Once clicked, dropdown gives several options as displayed on the screenshot:

Click on the Employee Profile tab from the Action dropdown to view the full information on an Employee.You are able to perform several functions as uploading an image, adding dependent, past employment, etc directly from this page.

Click on the Edit Profile option from the Action dropdown to make changes in the task details and click on the Save button since you have finished editorial actions on the page.

Click on the Edit Goal Weights option from the Action dropdown to make changes in the task details and click on the Save and Close button since you have finished editorial actions on the page.

To remove an employee, go to Actions list and click on the Remove button. You will be asked to be sure whether remove or not.

To Activate or Deactivate one of your employees, you need to find this button from Actions list in the Employees section.

To resend an activation link, you need to click on the Resend Activation Link button that is located in the Actions list of the Employees section.

To export the list of employees to PDF, you need to click on theExport to PDF button in the Actions list of the Employeessection.

The Department section helps you keep record information regarding the departments of your organization including details about the department leaders and number of employees in it.

To add a new Department, go to HRMSsection and click on the New Departmentbutton located on top left side of the page, fill in the form and click the Save button.

To view the summary of a department, you need to go to Departments section in the HRMS and click on the Department Summary button in the Actions list.

To edit details of a department, you need to click on the Edit Departmentbutton in theActions list of the Departments section.

To remove one of the departments, you need to click on theRemovebutton in the Actions list of the Departments section.

To export the information of departments to PDF, you need to click on theExport to PDF button in the Actions list of the Departments section.

The salary grade is a graduate scale that includes positions of different occupational groups. The work performed within a salary grade is equivalent as to the level of difficulty and responsibility and the level of qualification requirements of the work. This feature can be found through HRMS Welcome section.

To add a new grade, you need to go to Salary Grades section and click on the New Grade button. After you have filled in the form click on the Save button to complete your work.

By default theActiondropdown is available on the first column of theSalary Gradeslist. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of a grade, you need to go to Salary Gradessection in the HRMS and click on the Grade Summarybutton in the Actions list.

To edit details of a grade, you need to click on the Edit Grade button in theActionslist of the Salary Grades section.

To remove one of the departments, you need to click on theRemove button in the Actions list of the Salary Gradessection.

This section obtains the list of all positions created within the organization/department by employers. The list gives information about job title and its description, status whether it is active of inactive, if it is full time or part time job and so on.

To add a new position, you need to go to Positions section and click on the New Positionbutton. After you have filled the form, click on the Save and Close button to complete your work.

To view the summary of a position, you need to go to Positionssection in the HRMSand click on the Position Summary button in theActions list.

To edit details of a position, you need to click on the Edit Position button in theActions list of the Positionssection.

To remove one of the positions, you need to click on theRemove button in the Actions list of the Positionssection.

The entire information about addresses and locations are recorded in the Locationssection.

To add a new location, you need to click on the New Location button that is located on the top side of the Locations section.

To view the summary of a location, you need to click on the Location Summary in the Actions list on the Locationssection.

To edit the details of the location, you need to click on theEdit Locationbutton in the Actions list of the Locationssection.

The Employee profile section is a resource page of information about all employees within the company. It consists from the following sections:

• Employee Profile Summary page includes almost everything regarding an employee details whether it is personal or contact, etc.

• Leave Requests section shows employee defaults timeslots, his/her all and latest leave requests.

• Expense Reports feature lets the user to add and view the expense claim details.

• Goals section is all about different types of objectives. Several categories of goals can be added and be viewed on this page.

• Talent Profile is the personal page of an employee. It includes the list of educations, awards and competencies the employee has.

• Incident List illustrates the list of issues occurred in the company within the employees. The user can easily find out about the name, description, date, status and resolver of an issue on this right page.

• Documents section lets users to upload and download files from/to the system.

This summary page of an employee is a default page as long as you visit Employee Profile. Almost all data regarding the employee is located here.

To add a new dependent, you need to go to Employee Profilesection and click on the Add Dependentbutton.

After you have filled in the form click on the Save button to complete your work.

To add a past employment information, you need to go to Employee Profilesection and click on the AddPast Employment button. After you have filled in the form, click on the Save and Close button to complete your work.

To add leave requests, you need to go to Employee Profilesection and click on the AddLeave Requests button. After you have filled in the form, click on the Save and Close button to complete your work.

To add expense report, you need to go to Employee Profilesection and click on the AddExpense Report button. After you have filled in the form, click on the Save and Close button to complete your work.

To add internal employment, you need to go to Employee Profilesection and click on the AddInternal Employment button. After you have filled in the form, click on the Save and Close button to complete your work.

This page provides general information about the user’s leave requests. Default timeslot is located on the left side under the profile of an employee. The bar chart illustrates the employee leave status and latest leave requests are shown on the table as in the picture below:

An expense is an outflow of money to another person to pay for an item or service. Expense Reports section is located in the Employee Profile of the HRMS tool.

To add a new expense claim, you need to go to Employee Profilesection and click on the AddNew Expense Claim button. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theExpense Reports list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of an expense claim, you need to click on the View Expense Claimin the Actions list on theExpense Claimsection.

To remove one of your expense reports, you need to click on the Remove button that is located in the Actions list of the Expense Reportsection. Note: Only draft expense claims can be removed from the list.

kpi.com HRMS tool allows managers, leaders and employees to define company goals and track their status with performance. Employees are able to receive their weekly/monthly objectives and fill in the goal sheet indicating actual accomplishments and performance.

To add a new personal goal, you need to go to Employee Profilesection and click on the AddNew Personal Goal button. After you have filled in the form, click on the Save and Close button to complete your work.

To add a new department goal, you need to go to Employee Profilesection and click on the AddNew Department Goal button. After you have filled in the form, click on the Save and Close button to complete your work.

To add a new project goal, you need to go to Employee Profilesection and click on the AddNew Project Goal button. After you have filled in the form, click on the Save and Close button to complete your work.

To add a new project goal, you need to go to Employee Profilesection and click on the AddNew Project Goal button. After you have filled in the form, click on the Save and Close button to complete your work.

To add a new company goal, you need to go to Employee Profilesection and click on the AddNew Company Goal button. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theGoals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of goal, you need to click on the Goal Summary in the Actions list on theGoals section.

To edit the details of a goal, you need to click on theEditGoalbutton in the Actions list of the Goals section.

To remove one of your goals, you need to click on the Remove button that is located in the Actions list of the Goals section.

An employee/user can keep record his/her educations, competencies and awards list by adding up them through the Talent Profile page in the Employee Profile section.

To add a new education, you need to go to Talent Profilesection and click on the AddNew Education button. After you have filled in the form, click on the Save and Close button to complete your work.

To add a new award, you need to go to Talent Profilesection and click on the AddNew Award button. After you have filled in the form, click on the Save and Close button to complete your work.

Incident List contains information about events occurred within the company. It is located in the Employee Profile section of HRMS tool.

To add an incident, you need to go to Employee Profilesection and click on the AddIncident button. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theIncident List. Once clicked, dropdown gives several options as displayed on the screenshot:

Click on the Performance Note Summary tab from the Action dropdown to view the full information on an Incident.You will be able to view all issue details and download the attached file.

Click on the Edit Performance Note option from the Action dropdown to make changes in the task details and click on the Save button since you have finished editorial actions on the page.

This section allows users to upload work related files/documents to the system and download them whenever they need. Documents section can be accessed through Employee Profile tab of the HRMS tool.

Goals are powerful contributors to flourishing business growth. It is important to define the business goals if you really want to make a success of your business. Thus, the kpi.com HRMS Tool developed five types of goals in the Goal Management section:

• Personal Goals allows employees to set their private goals regarding the business success.

• Department Goals part is the key of running an effective department in an organization. Other employees will be aware what is expected from their work.

• Project Goalsare statements that illustrate what the project is supposed to accomplish.

• Business Goals section reflects all general goals of a business. The written description of business goals include the resolver, start/end date and company goal.

• Company Goalsare solid goals that any company needs to grow their business and achieve full potential.

kpi.com Goal Management lets you perform several basic functions directly from this page. You can add four types of goals by clicking on the icons as viewed in the picture:

Any employee of an organization can add their own goals to sustain themselves a clear and focused direction giving a sense of purpose, maximum use of time, moving steadily towards the results they really want and ultimate success. The Personal Goals feature is located in Goal Management section of HRMS tool.

To add a new personal goal, you need to go to Goal Managementsection and click on the AddNew Personal Goal button through Personal Goals section. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of thePersonal Goals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of personal goal, you need to click on the Goal Summary in the Actions list on thePersonalGoals section.

To edit the details of a goal, you need to click on theEditGoalbutton in the Actions list of the PersonalGoals section.

To remove one of your personal goals, you need to click on the RemoveGoal button that is located in the Actions list of the PersonalGoals section.

Setting department goals can be performed through Goal Management section. As a department leader, you should let your staff know what is expected thus, their work has a clear purpose to achieve organizational goals. The screenshot illustrates the location of Department Goals feature:

To add a new department goal, you need to go to Goal Managementsection and click on the AddNew Department Goal button through Department Goals section. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theDepartment Goals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of a department goal, you need to click on the Goal Summary in the Actions list on theDepartment Goals section.

To edit the details of a department goal, you need to click on theEditGoalbutton in the Actions list of the Department Goals section.

To remove one of your department goals, you need to click on the RemoveGoal button that is located in the Actions list of the Department Goals section.

In order to avoid running the risk while completing a project, you need to set project goals. Add specific project goals that will help you meet the larger project goals and het your project successfully completed. You can add project goals in Project Goals section of Goal Management.

To add a new project goal, you need to go to Goal Managementsection and click on the AddNew Project Goal button through Project Goals section. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theProject Goals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of a project goal, you need to click on the Goal Summary in the Actions list on theProject Goals section.

To edit the details of a project goal, you need to click on theEditGoalbutton in the Actions list of the Project Goals section.

To remove one of your project goals, you need to click on the RemoveGoal button that is located in the Actions list of the Project Goals section.

Setting Business Goals means creating written statements of the future purposes. It is located in the Goal Management section of HRMS tool.

To add a new business goal, you need to go to Goal Managementsection and click on the AddNew Business Goal button through Business Goals section. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theBusiness Goals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of a business goal, you need to click on the Goal Summary in the Actions list on theBusiness Goals section.

To edit the details of a business goal, you need to click on theEditGoalbutton in the Actions list of the BusinessGoals section.

To remove one of your business goals, you need to click on the RemoveGoal button that is located in the Actions list of the Business Goals section.

Company goals are those goals that the whole company is supposed to achieve. Project Managers can set company goals through Goal Management section of HRMS.

To add a new company goal, you need to go to Goal Managementsection and click on the AddNew Company Goal button through Company Goals section. After you have filled in the form, click on the Save and Close button to complete your work.

By default theActiondropdown is available on the first column of theCompany Goals list. Once clicked, dropdown gives several options as displayed on the screenshot:

To view the summary of a company goal, you need to click on the Goal Summary in the Actions list on theCompany Goals section.

To edit the details of a company goal, you need to click on theEditGoalbutton in the Actions list of the CompanyGoals section.

To remove one of your company goals, you need to click on the RemoveGoal button that is located in the Actions list of the Company Goals section.

Conducting performance appraisal with kpi.com is straightforward: You initiate a review for an employee and the employee does a self-review. Performance Appraisal section consists of the following features:

• PA Welcome Page

• 360° Review

• Simple Appraisals

• Appraisals Archive

• Templates

• Competences

• Performance Notes

You can start initiating an employee from the PA Welcome page by clicking on the tabs as viewed in the picture:

360°REVIEW

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ADD NEW 360° APPRAISAL

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SIMPLE APPRAISALS

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ADD NEW SIMPLE APPRAISAL

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APPRAISALS ARCHIVE

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ADD NEW EMPLOYEE 360° APPRAISAL

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ACTIONS LIST

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REVIEW

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TEMPLATES

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ADD NEW APPRAISAL TEMPLATE

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ACTIONS LIST

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EDIT TEMPLATE

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REMOVE

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COMPETENCES

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ADD COMPETENCY

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ACTIONS LIST

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REMOVE

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PERFORMANCE NOTES

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ADD PERFORMANCE NOTE

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ACTIONS LIST

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NOTE SUMMARY

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EDIT PERFORMANCE NOTE

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ATTENDANCE TRACKING

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ATTENDANCE WELCOME

ADD YOUR EMPLOYEE

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CONFIGURE YOUR TIMESLOTS

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CONFIGURE YOUR HOLIDAYS

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THE FINAL LOOK

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ATTENDANCE HOME

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SEE ALL LEAVE REQUESTS

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SEE ALL EMPLOYEES

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MY ATTENDANCE

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ADD NEW LEAVE REQUEST

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SEE ALL REQUESTS

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SEE ALL PROJECTS

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SEE ALL TASKS

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MY LEAVE REQUESTS

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ATTENDANCE TRACKING

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APPROVE LEAVE REQUESTS

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ATTENDANCE REPORT

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VIEW AS XLS

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EMPLOYEE LEAVE STATUS

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VIEW CURRENT YEAR

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ACTIONS LIST

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LEAVE REQUEST VIEW

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GLOSSARY

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