Organization Details

As an administrator, you are required to add organization details of the company. The organization details include the address, PAN and TAN number, registration number, appraisal cycle, financial year and payroll process period. You can also upload the company logo and hand book on the application.

To add organization details:

1. On the PW Admin menu, under Nurture and Manage, click Organization details.

The Organization Details page appears.

2. In the Name text box, enter the name of the organization.

3. In the ID text box, enter the ID of the organization.

4. In the PAN text box, enter the PAN number of the organization.

5. In the PF account number text box, enter the PF account number of the organization.

6. In the ESI registration number text box, enter the ESI registration number of the organization.

7. In the TAN text box, enter the TAN number of the organization.

8. In the Address1, Address2, Address3 text boxes, enter the address of the organization.

9. In the City text box, enter the name of the city from where the organization operates.

10. In the State drop-down box, select the name of the state.

11. In the Phone1, Phone2 text boxes, enter the primary and secondary contact numbers for the organization.

12. In the Logo text box, click Choose file to upload the handbook for the organization.

The Open dialog box appears

• Select the name of the file and click Open.

13. In the Hand book text box, click Choose file to upload the logo for the organization.

The Open dialog box appears

• Select the name of the file and click Open.

14. In the Financial year starting month drop-down box, select the month from when the financial year for the organization starts.

15. In the Payroll processing day text box, enter the number of day when the payroll processing starts.

16. In the Appraisal cycle1 drop-down box, select the month when the first appraisal cycle starts.

17. In the Appraisal cycle2 drop-down box, select the month when the second appraisal cycle starts.

18. In the Leave accounting period start from drop-down box, select the month from the leave accounting for the financial year starts.

19. If the organization allows flexible benefit plan for its employees, select the FBP allowed check box.

Note:             If you check FBP; FBP Frequency field is enabled. To enable selection of FBP Planning Allowed Date for all months, in the FBP Frequency option, select Show.

14. Click Save.

Note:               To exit without saving the organization details, click Cancel.

The organization details are saved in the application.

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Nurture and Manage