Archive for October, 2010

Deskera HRMS – Payroll Management just got better with new, advanced and user-friendly features!

Monday, October 25th, 2010

Payroll Management, one of the vital modules in Deskera HRMS, just got better. The module is now equipped with newer, advanced features which ensure ease of access, faster and efficient payroll processing to its valued users.

Specify your own formula for adding components for salary calculations viz. wage/earning deduction and tax; apply rule(s); create templates with or without dependencies on one or more components; assign more than one employee to a template with different salary figures and more.

Know more about the latest version of Payroll Management:

Add Component

Add new components to define the salary of your workforce. Specify a custom formula to compute these components. Apply basic rules of addition or subtraction to your custom formula.

Add Template

Add a new template by selecting pre-defined payroll components like wage, deduction and tax from the drop down. The system will prompt a message if the components have some dependencies on another component. Define the time period whether you want it month-wise or on a weekly basis with the dates or days of your choice.

Assign Employees

Assign employee(s) to the template created by clicking on “Assign Employee” button on the right hand side of the page. Enter the basic salary of the employee in a spreadsheet interface and also define the effective pay cycle date.

Generate Salary

View all the payroll templates in the system and also filter them as either template-driven or employee-driven.

Template-driven tab lists all the templates created in the system with their details like pay interval, pay date, pay cycle start and end date and the employee(s) assigned to the selected template.

Employee-driven tab lists all the employees on payroll in your organization. Select an employee and view the template assigned to him else assign one on the fly.

Select an employee for whom you wish to generate salary and click on “Generate Salary”. The salary for the defined time period will be created for that employee.

Salary Report

Select an employee from the list, define a date range and click on “Generate Salary Report” to get salary details for that employee. Also, export the salary report in convenient formats.

View/Download Payslip

View your payslips by clicking on “My Payslip” from the Dashboard. Select a payslip and click “Salary Details” for a month and view the earnings, deductions and taxes on the screen. Also, download your payslips in a single click in PDF format for future reference.

Get hands-on experience of Deskera HRMS, Now!

Contact us at support@deskera.com, if you require further assistance. We are happy to help!

Experience the power of Deskera!

Eliminate dual entry and improve your processes with Deskera’s Data Sync functionality

Thursday, October 14th, 2010

Manage all your data effectively and eliminate dual entry with Deskera Applications. Tie in with applications like Deskera CRM and Deskera Accounting and improve and automate the data entry process. Deskera does all this and more for your convenience so that you can focus on other important functions.

Data syncing is quite an easy task in Deskera. You can now avoid dual entry by making the products available in Deskera Accounting and CRM by using the functionality of data syncing.

Let’s take a quick tour.

  • Click on ‘Data Sync’ in Deskera CRM to sync the product list in CRM with that of Accounting.

  • To view the list of product(s) that would be synced with CRM, login to Deskera Accounting and click on ‘Data Sync’.

  • You can also define the product(s) that can be synced/not synced with CRM by selecting the checkbox for ‘Make available in CRM’ in Deskera Accounting.

  • Once you click on the confirmation message to sync the data in CRM, the product list of CRM and Accounting will be synced.

Thus, the dual entry of products in CRM can be eliminated by syncing them with Accounting.

For further assistance and support, drop us a line at support@deskera.com and we are happy to help.

Experience the power of Deskera!

Customize Deskera CRM: Flexible Column Management to capture specific details

Wednesday, October 6th, 2010

Deskera CRM gives you the flexibility to manage columns in an intuitive spreadsheet interface to capture specific details related to Campaigns, Leads, Accounts, Cases and more. Manage the columns in Deskera CRM modules by –

  • Customizing Header
  • Adding and deleting a custom column
  • Adding custom formulae to the custom columns

‘Customize Header’ feature enables you to change the headers in your Campaigns, Leads, Cases, Opportunities and Accounts in the spreadsheet. You can easily change the names of header(s) and set them as mandatory or non-mandatory.

Learn about adding a new custom column in our blog post – Customize Deskera CRM: Capture the details you need.

Add custom formulae to the custom columns and make your calculations an easy task.

Apply formulae by selecting the numeric columns from the dropdown in the pop up window and specifying an operator for the action which you want to perform.

Also, watch our interactive video on “Manage Columns”.

Get hands-on experience of Deskera CRM, Now!

For further enquiries or queries, drop us a line at support@deskera.com.

Have fun with Deskera!

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