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India s First HR Company Listed on NSE - Emerge User Manual for ApHusys Employee Role

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Page 1: User Manual for ApHusys Employee Role · State Insurance Corporation (ESIC) details & medical Insurance details. Details related to their achievements, Educational details, Experience,

India’s First HR Company Listed on NSE - Emerge

User Manual for ApHusys Employee Role

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TABLE OF CONTENTS

PREFACE

GETTING STARTED .................................................................................... 9

OVER VIEW OF MODULES ................................................................................... 9 FIRST TIME ACCESS TO APHUSYS ....................................................................... 10 LOGIN DETAILS ............................................................................................ 10 DASHBOARD................................................................................................ 12

HRIS (HUMAN RESOURCE INFORMATION SYSTEM)

1. EMPLOYEE DATA MANAGEMENT ........................................................... 13

1.1 MY DATA .............................................................................................. 13 1.2 PERSONAL DETAILS UPDATE ........................................................................ 15 1.3 HR HELP DESK ....................................................................................... 16

2. ATTENDENCE ....................................................................................... 17

2.1 PUNCH IN & OUT .................................................................................... 17

3. LEAVE MANGEMENT ............................................................................. 18

3.1 LEAVE REQUEST ..................................................................................... 18 3.2 LEAVE BALANCE ...................................................................................... 20 3.3 LEAVE SUMMARY ..................................................................................... 20 3.4 ENCASHMENT REQUEST ............................................................................. 21

4. PAYROLL MANAGEMENT ...................................................................... 22

4.1 PAY SLIP .............................................................................................. 22 4.2 PAY SLIPS ARCHIVE .................................................................................. 23 4.3 INVESTMENT DECLARATION ......................................................................... 24

5. CLAIMS ................................................................................................ 24

5.1 EXPENSES & REIMBURSEMENTS ................................................................... 24 5.2 LOANS & ADVANCES ................................................................................ 25

HR CORE (HUMAN RESOURCE CORE)

6. PERFORMANCE .................................................................................... 26

6.1 EMPLOYEE ASSESSMENT ............................................................................ 26

7. TRAINING ............................................................................................ 27

7.1 TRAINING COURSES ................................................................................. 27 7.2 TRAINING REGISTRATIONS ......................................................................... 28

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MESSAGING

8. COMMUNICATION ................................................................................ 29

8.1 INBOX ................................................................................................. 29 8.2 TO: ME ................................................................................................ 30 8.3 TO-DO ................................................................................................ 30 8.4 ARCHIVE .............................................................................................. 31

9. ORGANIZER ......................................................................................... 31

9. MY CALENDAR ........................................................................................ 31

10. MY GROUPS ....................................................................................... 33

10.1 WHOLE COMPANY .................................................................................. 33 10.2 JOIN A GROUP ...................................................................................... 33

REPORTS

11. ANALYSIS .......................................................................................... 34

11.1 ATTENDANCE ANALYSIS ........................................................................... 34 11.2 HOLIDAYS ........................................................................................... 35 11.3 COMPANY POLICY .................................................................................. 36 11.4 LEAVES TAKEN ..................................................................................... 37

MOBILE APP ............................................................................................... 37

GENERAL FAQ’S .......................................................................................... 43

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ABOUT APHUSYS

ApHusys is an application for human capital management (HCM) which includes

strategic talent management, payroll, travel and expense, leave management, employee

self-service and data security

ApHusys is designed for enterprises to manage complex and dynamic business

environments. It provides the customers highly adaptable, accessible and reliable

applications to manage critical business functions that enable them to optimize their

human capital resources. It provides instant access to your employees and your HR

Department’s users, providing comprehensive personalized information they need, to

make fast, informed decisions. Information is delivered anytime, anywhere to any web

browser. This is the only tool you will ever need for collaborating with your team in your

company which will help you improve the most important resource of a company.

ApHusys comes as a complete suite that works from Recruitment to Retirement

and is also available as individual modules. ApHusys products keep growing in

capabilities and breadth of offering along with the requirements of our clients as we

continually build new features with growing market feedback.

ApHusys is an easy to use application for HR capital management. It provides the

customers highly adaptable, accessible, configurable and reliable applications to manage

critical business functions that enable them to optimize their human capital resources.

ApHusys is an integrated HR information system that would reduce the time and effort

required for the HR functions of an organization.

ApHusys is open source cloud-based technology offering. And it is easy to use HR

software that is available on a simple pay-per-use subscription model. Suitable for mid-

sized to large organizations, all employees, managers and HR administrators are always

in sync with the information necessary to drive your HR goals. It is available on

subscription basis.

ApHusys is available in different module packages based on the subscription.

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Preface – About This Manual

This manual is intended for new users and the goal of this document is to give a

broad overview of the main functions & features on Employee Perspective web interface

and some basic instructions on usage and the User should have a minimum knowledge

on usage of computer and able to access the web interface.

Every effort has been made to ensure that this document is an accurate

representation of the functionality of ApHusys on Employee Perspective. As with every

software application, development continues after the documentation has gone live so

small inconsistencies may occur and Husys reserves the right to revise the document

and to make changes without notice. We would appreciate any feedback on this

manual.

Send us the feedback via email to [email protected]

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Getting Started To start using the application, Organization need to be registered with the

ApHusys. Based on the package opted by the organization the modules do vary, and the

settings will be configured based on their company policies & general information in the

instance.

I. Over-view of Modules: - You will be able to access the modules like HRIS (Human Resource

Information System), HR Core (Human Resource Core), Messaging & Reports. You can

navigate across all the modules using the list view and hovering menu options.

HRIS (Human Resource Information System) focus on the complete employee

management like employee data, attendance, leave management, Pay slips, employee

expense management, Timesheets & Projects.

HR Core (Human Resource) completely focus on the employee performance

management and training

Based upon the subscription, the following modules would be seen in their

privileged logins.

1. Employee Data

2. Attendance

3. Leave

4. Payroll

5. Claims

6. Times-sheets & Projects

7. Performance

8. Training

9. Communication

10. Analysis

Help: - You will find an Help icon “?” across all the modules which will guide you to

each module description and its operations on which every screen you are.

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II. First time access to ApHusys: -

• Any individual will be able to use ApHusys by entering the company specific

URL followed by “. aphusys.com”. By entering the instance name user will be

able to view their company specific instance along with their company logo.

• You need to use the latest version browser (Safari, Chrome, Firefox etc.,) to

get all the elements.

• You need to enable the popups in the browser get download/ view all the

reports from the system, as seen in the below screen.

III. Login Details: -

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You will be able to see the login screen after entering the company specific

instance name. He/she will be able to login with the login credentials which were shared

by your HR representative as shown in the above screen shot.

Reset Password: - You can Reset the Password in two ways

a. Reset Password link on login screen b. Preferences option after logging into instance.

a. Reset Password link from login screen

You will be able to reset the password using the reset password option from the

login screen. You will get the link to your email id which is provided while configuring the

employee record in the instance. As seen in the below screen shot, after entering the

Email id/Login id you will get an email reset link to your respective registered mail login

id.

b. Log out and Reset Password option after logging in the instance

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As shown in above screen shot. After logging In, you can change the password at

any time using preferences option which can be accessible by clicking on the name of the

user from the top right corner. You can successfully get out of the application using the Log out option, which is

in the drop-down list and can be accessible by clicking on the name of the user from the

top right corner. as shown in the above screen. After entering the login credentials, User will be able to view the features and

modules based on the role he/she play in the organization. All the modules will vary

based on the configuration and user will be able to view the dashboard after successful

login.

IV. Dashboard: -

You will be able to see your own dashboard after successful login as seen

in the below screen, where you can add new applets to dashboard and can also change

the layout of the dashboard.

By default, every user will be able to see the “Your feed, Calendar, Alerts &

Notifications”. In your feed, you will be able to see all the messages which are

sent/received by fellow users.

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• Calendar will display all the events which are planned in the organizer and can be

accessible from the dashboard to view the events or edit the event.

• Notification will display all the Upcoming, Birthdays & Upcoming Anniversaries

within the organization.

• Alerts like Paid expense, refused expenses, Approved loans/ loans, Approved

leave/ leaves & Refused leave/ leaves.

You can add any module to dashboard using the “Add to Dashboard” from the advanced

search as seen in the below screen shot.

HRIS (Human Resource Information System)

You will be able to perform the operations like leave request, checking

Payslip, applying for reimbursements & filling the timesheets for the respective

projects. The document follows in detailed features and options which can be

performed in ApHusys.

1. Employee Data Management: -

1.1. My data:

Path: - HRIS -> Employee Data Management -> My Data

You will be able to view your own data from the My data option from the HRIS

menu options. Details like Employee code, Gender, Reporting Manager,

Designation, Department, Public information, Personal information, Accounts

information, Achievements, Educational information, Experience, Documents,

Skills & Form – 16s as shown in the below screen.

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Information like Public information details like Join date, State, Country, Work

Location etc., Personal information contains your marital information, Birth

details, Health, identity, hobbies, & languages known. In general, my-data

consists of the entire details where you can view your own information.

All the details related to bank information can be viewed from the

“Accounts Info” sub tab where Employee PF, Bank account number, Employees

State Insurance Corporation (ESIC) details & medical Insurance details.

Details related to their achievements, Educational details, Experience,

Documents & skills can be viewed from your login once the HR organizes the

data from their login or if employee uses the personal details update (Will be

explained in 1.2 section) option and hr approves the details.

1.2. Personal Details Update:

Path: - HRIS -> Employee Data Management -> Personal details update

You will be able to send a personal detail update request right from your login

using personal details update option within the system. In personal details

update you will be able to update the details like personal info, achievements,

Educational Qualifications, Experience, Documents & Skills. You will be able to

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create a request using the create button after entering the personal details

update option from HRIS menu option. As seen in the below screen shot.

You will be able to see the status of the requests in stage wise after

submitting it to your HR manager. After filling the required details, like personal

info, achievements, Educational Qualifications, Experience, Documents & Skills

upon saving the record will be in “drafted” stage and you can edit it later before

submission.

“Request for Update” button allows you to submit the request to your HR

manager for an update on your details and the status will change it to

“Submitted” stage. If the HR admin Accepts/ Rejects the request you will be able

to check the notification in Alerts from the dashboard, you can access the

personal details update directly from the dashboard or else you can check the

stage by choosing the specific record from the personal details update option

from your login. If it is accepted by your HR manager, all the changes will take

place in your employee data and you can view it from “My Data” option from

your login.

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1.3. HR Help Desk:

Path: - HRIS -> Employee Data Management -> Help Desk

You can raise a request to your HR department whenever there is a query

related to your employment without approaching your HR manager using the HR

Helpdesk from the HRIS menu option. You will be able to raise tickets using the

create option after entering the HR help desk. As seen in the below screen.

You can enter the name of the query using the subject field and choose a

query type from the predefined category list. You can also set the query by

priority basis so that your HR manager will respond quickly based on the priority.

Using the description field, you can enter your actual query.

Initially Upon saving the ticket or request will be in “Draft” stage. Using

“Submit” option you will be able to send the query to your HR Manager. Once the

HR Manager Assigns the query to any employee the stage will change to

“Assigned” stage.

You will be able to see the solution to the query once the assigned

employee responds. Based on the response you can choose to enter by providing

“Feedback” option or if your query is resolved you can enter the “Complete”

option. The HR manager can view all the details while the query is being

answered or resolved.

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2. Attendance: -

2.1 Punch In & Out:

Path: - HRIS -> Attendance -> Punch In & Out

You will be able to view your entire Sign In & Out details from the punch in

& out in HRIS module. You will be able to Sign In & Out using the digital imprint

which is on the top right corner where you will be able to Sign in and out, system

will capture the exact time and date of sign in and out.

You will be able to see the sign in and out records of current day which will

be by default, by removing the filter in search bar you can find all the details of

the Sign In and Out information. If you sign in or out from mobile application with

GPS enabled in the device system can capture the exact location with longitude

and latitude details as seen in the below screen.

You can use the Filters and Group By options to view the data with desired

filters. You can view the data by month, location & Employee wise using the filter

option as seen in the below screen.

You can also add it to dashboard with desired filters and options selected

in the system, so that you can view the details right after login.

3. Leave Management: -

3.1. Leave Request:

Path: - HRIS -> Leave Management -> Leave Request

You will be able to apply for leave using the leave request, after entering into the

leave request you will be able to find a calendar view where you can pic or

choose a date to take a leave and you will be able to view the leave request

creation page. As seen in the below screen.

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You will be able to view the data in list, calendar & form views, by default

system will pic the calendar view and display the leaves accordingly. Using filters

& Group By options, you can view the previous leave data based on your

convince as shown in the below screen shot. If you want to see only approved

leaves then by selecting the “To Confirm” option in filter can display all the

leaves which are approved by their manager. Using the “Add to Dashboard”

option you can add the applet to dashboard.

After picking a date employee will be able to choose a leave type to apply

for leave, leave types & count will display based on your organization policies

once it is configured. As shown in the below screen. You can also add a reason

for leave also.

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Upon saving the record will be in drafted stage so you can change the

course of leave duration at any point of time. You can send to the manager for

his approval. All the changes can be visible in the status based on the action

performed by their manger. After submitting it will be in “To Approve” stage. If

manager accepts, it will be in “Approved” stage or if manger rejects, it will be in

“Rejected” stage.

After the leave gets withdrawn from the employee and approved by the

HR it will be in withdrawal stage. You can withdraw the leave at any point of time

by clicking on “Withdraw” button. User with HR login privilege can have an option

to approve or refuse the withdrawal. You will get the balance credited back once

it gets approved.

If you want to view all the leaves which are taken month wise, then you

can perform the action using the group by option “Start Month” and can also

print the number of leaves taken.

3.2. Leave Balance:

Path: - HRIS -> Leave Management -> Leave Balance

You can view all the leave details which are accrued, elapsed, carry forward &

net balance etc., can be viewed from leave balances. You can view the details in

graphical representation like table, bar, line & pie chat. As shown in the below

screen.

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You can also download all the leave details in an excel format as a report.

User can view the details by leave rule, created by, leave year, employee code

etc.,

3.3. Leaves Summary:

Path: - HRIS -> Leave Management -> Leave Summary

Leave Summary details consists of all the leaves & accrued leaves which are

taken by you, leaves will be listed by leave type when you have taken. You can

also view the data in a desired manner using the filters and group-by options in

advanced search. Leave types will display leaves based on the configuration

assigned to you. As shown in the below screen.

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3.4. Encashment Request:

Path: - HRIS -> Leave Management -> Encashment Request

Encashment request provides you the feasibility to encash the leaves using

encashment request option in HRIS module. All the encashment request details

can be viewed in the list view where you can find the status of the request before

entering the details. As shown in the below screen.

You will be able to create or raise a request using the create option on the

top left corner. Leaves can be encased by choosing the leave name and number

of days to be encased. Initially it will be in drafted stage upon saving, however

you can find the status of each stage on the top right corner.

Using “Submit to Manager” option, you will be able to send the request to

your HR Manager. Once the HR Manager approves, it will be considered in

payroll.

4. Payroll Management: -

4.1. Pay slip:

Path: - HRIS -> Payroll Management -> Pay slip

You will be able to access all your Payslip from the Payslip option in HRIS menu,

all the pay slips will be listed monthly in a list view while entering the Payslip

option. By choosing a record you will be able to see an abstract Payslip for a

respective month. As seen in the below screen.

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You will be able to view the net salary, any loans and advances, gross

salary & tax related information. The detailed Pay slip information will be visible

once you print the Pay slip or you can have preview of your Pay slip using the

“Pay slip preview” option (Pop-up’s need to be enabled in your browser to view

the Pay slip).

You can also view you tax related information from the system by

selecting the “Tax Related” option from the respective Pay slip. As seen in the

above screen. You can also get the detailed report using the “Tax Statement”

option and download the report

4.2. Pay slips Archives:

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Path: - HRIS -> Payroll Management -> Pay slips Archives

In Payslip archives, you will be able to view & store old Pay slip’s once your HR

manger uploads any Payslip information. You will be able to view/ download the

information if your HR manager assigns to you. You will be able to see the

information as seen in the below screen-shot.

4.3. Investment Declaration:

Path: - HRIS -> Payroll Management -> Investment Declaration

You can perform your Investment declarations from your login once your HR

manager enables the eligibility to declare investments. You can create an

investment declaration by financial year, based on financial year the tax

deduction type options will appear in the respective operations. Declarations like

Investment Declarations, Previous Income, Other Income, Loans & Rent paid.

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You can choose the declaration type from the list and attach any

documents related to the declaration. Similarly, the previous income declaration

also has the details related to section 80C etc., You can also create and maintain

the details related to rent paid and attach if there are any proofs and declare it.

5. Claims: -

5.1. Expenses & Reimbursements:

Path: - HRIS -> Claims -> Expenses & Reimbursements

You can also create any additional expenses and reimbursements in the claims

section from your login and maintain them. You can send the expense to your HR

manager or Reporting Manager and get approved by them. You can also look for

status of the expense whether it is in which stage. As seen the below screen

shot.

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You can add any attachments related to the expense which you are

creating, using the “Attachments” option after saving the expense. You can

create expense by entering the type of expense, its date, unit date & notes and

submit to manager for their approval. You can also find the status of the expense

where it is being with. You can also find the approval/ refection comments if the

respective manager provides any. Once it is Paid stage you can get the exact

details on when the expense was paid and approved.

5.2. Loans & Advances:

Path: - HRIS -> Claims -> Loans & Advances

You can create your own loans/ advances and send to HR manager or Reporting

Manager and get approved by them. You can look for the status of the loans/

advances whether it is in which stage. Hr Manger can view all you loan and

advances irrespective of whether it is with the reporting manger or not. Before

sending it to the respective manager you can save the record and make final

changes if any. The below screen shot describes the details on

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Once the loan/ advance is approved you can find the approval date along

with the approved user with EMI details which is applicable. You can also add any

attachments if there are any related to the loan/ advance.

HR CORE (Human Resource Core) You will be able to perform the operations like employee assessment and

view the training details which are assigned to you. You can also register for the

training registrations if there are any ongoing events in the organizations. The

document follows in detailed features and options in HR Core module, which can

be performed in ApHusys.

6. Performance: -

6.1. Employee Assessments:

Path: - HR Core -> Performance -> Employee Assessment

You can perform your own self-assessment and provide ratings to yourself and

submit to manager for further reference, manager can provide any suggestions

for the assessment. You will be able to provide goal ratings and self-assessment

questions using “Edit” option. You will be able to view the status of the

assessment using the “List view” from your login. The below screen shot

describes the details of self-assessment.

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7. Training: -

7.1. Training Courses:

Path: - HR Core -> Training -> Training Courses

All the Training courses listed in the training courses will be visible in the training

courses. You will be able to view all the courses listed in the training courses with

faculty name, objectives & reference materials if any. As seen in the below

screen shot.

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7.2. Training Registrations:

Path: - HR Core -> Training -> Training Registrations

You will be able get the notifications related to training courses once your HR

manager nominates you. Using the training registrations, you can choose to

accept or reject the invitations. As seen in the below screen.

After Confirming, you will be able to choose to attend the training or

reject/ cancel the invitation. After confirming you can also provide the feedback

related to the training session.

Messaging

Employee will be able to communicate using the Messaging module, you will be

able to view the complete communicating details performed with in the

organization with you. You will also be able to view any news or articles published

by your HR administrator. You can also create groups and add people for group

communication. Employee can also mark events using the organizer and plan

accordingly.

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8. Communication: -

8.1. Inbox:

Path: - Messaging -> Communication -> Inbox

You will be able to see all the communications which were sent by you and

others. You can wish to send reply directly to any post using the reply option.

You can like or unlike the message, mark as To-Do list for saving it later & done

option to list in Archive section. As seen in the below screenshot.

You can also follow fellow members from inbox to get the any updates

whenever they post. You can also search any post using the advanced search

option on the top right corner as seen in the screen shot. You can also join

groups from the Suggested Groups on the left to join any group within the

organization.

8.2. To: Me:

Path: - Messaging -> Communication -> To: Me

You will be able to view your personal messages listed in To: Me section. You can

find all the messages which are sent by fellow employees or who are following

you and you can also reply from this section. You can like or unlike the message

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& mark as To-Do list for saving it later. You can also join groups from the

Suggested Groups on the left to join any group within the organization as seen in

the below screen.

8.3. To-do:

Path: - Messaging -> Communication -> To-do

You will be able to view all your marked To-do list in the inbox or any message in

the feed. You will also be able to reply them. You can like or unlike the message

& unmark from To-Do list for deleting the message. You can also join groups

from the suggested groups on the left to join any group within the organization.

8.4. Archive:

Path: - Messaging -> Communication -> Archive

You will be able to see the messages are in archive from the inbox or in To me

section. You can also move any messages listed in archive to Inbox again. As

seen in the below screenshot.

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You can like or unlike the message & mark as To-Do. You can also join

groups from the suggested Groups on the left to join any group within the

organization.

9. Organizer (My Calendar): -

Path: - Messaging -> Organizer -> My calendar

You will be able arrange all your scheduling from the organizer section where you

can plan your works accordingly. All the planned events can be also visible from

the dashboard in the calendar section. You can find all your earlier events from

the list view or form or Gantt view but with Gantt view you will be able to view in

graphical representation. You can also use the advanced search for a specific

record from the filters on the top right corner. The following screenshot will

display the calendar screen.

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You can also choose to have remainders, attendees, start and end date of

the session also you can choose to mark the event location wise. You can also

choose to have the privacy settings like public, private or public for employees

while creating the event.

10. My Groups: -

10.1 Whole Company:

Path: - Messaging -> My Groups -> Whole Company

You can have all the communication done by the all the employees in the

organization using the whole company option. By default, every employee who

was created in the employee record can access this group. You can also perform

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the operation like reply, like or unlike, mark as To-do list, archive, & move to

inbox for the messages. As seen in the below screenshot.

You can also search for any specific message using the advanced search

on the top right corner and follow any groups which are listed on the left panel.

10.2 Join a Group:

Path: - Messaging -> My Groups -> Join a Group

You can have a group communication in ApHusys from the My Groups section, by

default all the groups which are existed in the organization will be displayed in

this section. You can create groups and add fellow employees or follow an

existing group and have a group communication with them.

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You can also have the privacy settings or authorized group name and can

also restrict who can post like everyone or authenticated partners or followers

only. As seen in the above screen.

Reports You can access your own leaves taken report, organization specific

holidays list, company policy and attendance analysis report from the reports

module.

11. Analysis: -

11.1. Attendance Analysis:

Path: - Reports -> Analysis -> Attendance Analysis

You will be able to see all your attendance details from the time of actual joining.

You will be able to see the reports in line, bar, table & pie chart. You will be able

to view the data based on the options by month wise (Day, week, month,

quarter, year), department, location last updated by, employee code, sheet etc.,

as shown in the below screenshot.

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You can also download the report with desired options which are

mentioned earlier, also you can select the heat map to be displayed in the

reports. You can also add to the dashboard using the advanced search with

desired filters and group by options and save the options.

11.2. Holidays:

Path: - Reports -> Analysis -> Holidays

You can view all the list of holidays once the holidays list is being configured by

the hr administrator. After configuring the list will display in this section as seen

in the below screenshot.

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11.3. Company Policy:

Path: - Reports -> Analysis -> Company Policy

You will be able to view your own company policies from this section. Policies will

be listed once the hr administrator configures them. you can select the record

form the list and it gets downloaded to the local storage and you can view them.

as seen in the below screen shot.

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11.4 Leaves Taken:

Path: - Reports -> Analysis -> Leaves Taken

You will be able to view/ download a report on the leaves which are taken by

you. You can choose the report by day, weekly, monthly, quarterly & yearly by

choosing a specific date while downloading or printing it. Using “add an item”

you will be able to select the employee name and print or download the report.

You can also export the file to excel format also. As seen in the below

screenshot.

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Mobile App

Employees can log onto the application from their mobiles by installing the ApHusys

mobile App from the store.

Steps to access the Mobile app:

1. Search for 'ApHusys Mobile' in the Play Store

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2. Download the mobile app from the Play Store

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3. Enter your login credentials:

• You'll need to use the same Username and Password you use to login through the web application

• Instance name would be the first part of your web URL. For example, if your URL is abc.aphusys.com then the instance name would be 'abc'.

Note: Always the instance name should be in lower case

4. Key Features: • Talk to Oma. Oma can perform a whole bunch of different tasks. So, you can just ask your question or say your command using the voice search option as well. Below are a few of the basic commands you can use to get started:

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• Dashboard: Quick access to the required modules. • Leave: You can apply for leave, check you balance and the summary of all your leaves. • Pay slips: You can check your pay slips for each month • Helpdesk: You can raise a ticket through this regarding any issue • Expenses: You can request for a reimbursement

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5. My Profile: Basic view of my profile.

6. Communication: Inbox and Instant chat option

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7. Punch In & Punch Out: You can Sign in and Sign Out

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General FAQ

1. What is the process to be followed on receiving the ApHusys login

credentials to log into system?

I. Login into ApHusys with the shared login credentials.

II. Always ensure that the login password is changed after logging into ApHusys for the

first time.

Follow the below path to change the password:

Login into ApHusys Click on the dropdown under your name displayed on the top right

side -> Preferences -> Change Password Give your new password and then click on

“Change Password” button to register your new password.

2. I forgot my password and not able to login. What is the process for obtaining

new password?

I. You will find a ‘Reset Password’ link on the ApHusys login screen, where, you need to

give your ApHusys User Id (or) Company email Id. A link to reset your password will

reach your respective email id.

II. You can also approach your HR they will be able to share the password reset link to

your respective email id.

3. What can I find in my Dashboard? How can I customize it?

I. Users have an option to get a Dashboard defined and displayed as per their

requirement.

II. By default, you will be able to see Upcoming events, Alerts, Communication Inbox,

Notifications, Your Team, Upcoming birthdays and Work anniversaries of the employees.

III. All the ApHusys users can generate the available reports under each module and get

it published/displayed in their respective dashboard by clicking on ‘Add to dashboard’

option available on the top of the generated report.

4. What can I find under Messaging module?

These menu items are used to communicate with rest of the organization. One can send

messages to other members, groups, private groups and receive mails. One can have

option to copy the messages in email as well.

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I. What is the sub menu item “Inbox”?

The messages received from others are maintained in inbox and are displayed to the

user in the order of the time (latest first). One can reply to the mails received or can be

marked as “To do” or can be marked as Done status.

II. What is the sub menu “to: me”?

This will maintain and display the messages received only for you.

III. What is the sub menu item Archived?

This will maintain and display archived messages.

IV. What is the sub menu item Calendar/Organizer?

This allows you to mark your tasks in the organized and it also displays organize entries

of you and your team.

V. What is the sub menu item ‘My Groups”?

This allows defining your private groups and joining other groups. You can also look in to

your groups mail boxes for any further action

5. How can I communicate with the other employees through ApHusys?

I. Employee can interact and chat with the other employee using Instant Messaging

feature.

Follow the below process to chat with other employees:

Click on the Instant Messaging icon, available on the top right side in the screen ->

Select the employee with whom you want to chat from the displayed employee list

II. Employee can communicate or interact with all the employees (or) selected

employees, they can create a group and communicate.

Follow the below path to create a new group and start communicating with

other employees:

Messaging -> My Groups ->Join a Group -> Create -> Give a group name and add

members into the group Follow the below path to start communicating with in the group:

Messaging -> My Groups ->Join a Group -> Click on the existing group -> Click on ‘Send

a message to this group’

6. How can I view my details?

I. To view your complete details, follow the below path to view your details:

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HRIS -> Employee Data Management -> My Data -> Click on the employee record You

will be able to view all your complete information including your Company master

details, Personal details like Permanent, Current and Emergency address, Family details,

Linguistic Skills, Bank account details, Statutory details, Previous Experience & Education

details and attach scanned copies of your documents.

7. How can I mark my attendance in ApHusys?

Attendance can be managed through the following methods as per the client

requirement:

I. Employees can log into their respective ApHusys accounts and mark the attendance at

the starting of the day and at the end of the day, which is recorded.

Follow the below path:

Click on the attendance Icon available on the top right side on the above to Punch In and

re click on the icon at the end of the day for Punch Out

8.How can I view my attendance in ApHusys?

I. You can view your Punch In / Punch Out records by following the below path:

HRIS -> Attendance -> Punch In & Out

9. How can I raise my expense request? How can I attach scan copy of my

receipts/bills?

I. You can raise your daily/weekly/monthly expenses and reimbursements by following

the below path:

HRIS -> Claims -> Expenses & Reimbursements -> Create -> Update the details - >

Save -> Attach the softcopies at Attachments at top middle -> Submit to Manager

10.How can I put a leave request in ApHusys?

I. You can apply for a leave by following the below path:

HRIS -> Leave Management -> Leave Request -> Select the leave date from calendar -

> Select the Leave Name from the dropdown -> Give your Description and Leave Reason

-> Save -> Submit to Manager

11. Can I cancel & delete my unapproved Leave request?

I. You can cancel the unapproved leave request by following the below path:

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HRIS -> Leave Management -> Leave Request -> Select the leave record from calendar

-> Click on the ‘Cancel’ tab displayed on top left side -> The leave record will move into

‘To Submit’ stage -> Click on the dropdown under ‘More’ located in top middle -> Delete

12.How can I withdraw my approved leave request?

I. You can withdraw an approved leave request by following the below path:

HRIS -> Leave Management -> Leave Request -> Select the leave record from calendar

-> Click on the ‘Withdraw’ tab displayed on top left side -> Save

13. How can I check my leave balance?

I. One can check their leave balances by following the below path:

HRIS -> Leave Management -> Leave Balance -> View the balance in tabular column as

well as graphically

14. How can I check my leave taken report?

I. One can take their leave taken by them in during a specific period. Follow the below

path to check the details:

Reports -> Analysis -> Leaves taken -> Select the leave period -> Print

15. How can I view and access my pay slips?

I. One can view their pay slips every month by following the below path:

HRIS -> Payroll Management -> Pay slip -> Click on the required month pay slip -> Print

-> Pay slip Preview (for preview) / Pay slip (for download)

16.How Can I declare my income tax investments?

I. One can submit their investment declarations online in ApHusys by following the

below path:

HRIS -> Payroll Management -> Investment Declaration -> Create -> Fill in the

investment details -> Save

17. How Can I logout from ApHusys?

I. You can logout by using below path: Click on the dropdown under your name

displayed on the top right side -> Preferences -> logout

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18. Where can I download my Form 16?

I. You can download your Form 16 through below path:

HRIS -> Employee Data Management -> My Data -> Form 16s tab, click on the Form to

download

19. Where can I view the Holiday list?

I. To view the company Holiday List, follow the path below:

Reports (First module from left) -> Analysis -> Holidays -> Click open the list

20. How can apply for a Loan or an Advance Amount?

I. Follow the below path to apply for a loan or an advance amount:

HRIS -> Claims -> Loans & Advances -> Create -> Fill the details such as Loan /

Advance type, send it for Approval to, Amount -> Save -> Send to HR / Reporting

Manager.

21.Where can I view / download my Tax Statement?

I. Follow the below path to view your Tax details:

HRIS -> Payroll Management -> Payslip -> Click on the respective month’s Pay slip ->

click on Tax Statement in the pay slip. To download the Tax Statement, click on Print