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, select See All and click Organization details.

The Organization Details page appears.

Under Organization Information section, perform the following steps.

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 URL text box, enter the URL link to the company logo.

Note 1:   The URL is a non mandatory field, which accepts alphanumeric and special characters

Note 2:   When the user clicks on the highlighted company logo, the page is redirected to the respective company page through the URL mentioned above.  

9. 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.

10. In Signature text box, click Choose file to upload the signature for the organization.

The Open dialog box appears

• Select the name of the file and click Open.

11. To Delete Signature, click icon.

Under Organization Address section, perform the following steps.

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

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

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

4. In the Pin Code text box, enter the pin code of the organization.

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

Under Organization Settings section, perform the following steps.

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

2. In the From Date text box and on the calendar that appears, the financial year starting date will be displayed.

3. In the To Date text box and on the calendar that appears, the financial year ending date will be displayed.

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

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

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

7. In the Retirement Age text box, enter the age of retirement.

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

9. In the Leave Carry Forward On text box, enter the leave carry forward on date (between 1 to 31).

10. In the Retain uploaded documents check box, perform the steps:

• If you unclick the Retain uploaded documents check box, only the active checklist template & its mapped items will appear under the checklist page that comes under HR menu.

• If you click the Retain uploaded documents check box, active checklist template and the uploaded checklist items of disabled checklist template will appear in the checklist page that comes under HR menu.[By default, this field will be checked/ticked].

11. In the Payroll Cutoff Date text box, enter the Payroll Processing Date (between 1 to 31).

12. If you click SMS Allowed check box, the login password goes to employee registered number.

13. If the organization allows to send payroll deliverable for its employees, click the Send Payroll Deliverable check box.

Under FBP Details section, perform the following steps:

1. 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.

2. 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