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Incentive Module Development Plan v 1.1

The document outlines a development plan for an employee incentive tracking module within an HRMS platform, detailing the roles of the finance and HR teams in uploading, verifying, and updating payment statuses for employee incentives. It includes specific functionalities such as data upload in Excel format, verification processes, and options for holding/unholding entries, along with user activity tracking and reporting features. Additionally, it emphasizes the need for a user-friendly interface and alerts for pending incentives before salary processing.

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hrmstestingmyg
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2 views

Incentive Module Development Plan v 1.1

The document outlines a development plan for an employee incentive tracking module within an HRMS platform, detailing the roles of the finance and HR teams in uploading, verifying, and updating payment statuses for employee incentives. It includes specific functionalities such as data upload in Excel format, verification processes, and options for holding/unholding entries, along with user activity tracking and reporting features. Additionally, it emphasizes the need for a user-friendly interface and alerts for pending incentives before salary processing.

Uploaded by

hrmstestingmyg
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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INCENTIVE MODULE DEVELOPMENT PLAN

Employee incentives need to be tracked through the HRMS platform. The finance team will
upload the incentive data, the HR team will verify it, and the finance team will update the
payment status. Based on this verified incentive amount, generate the payslips for all
employee categories.

Finance Team → Incentive data upload


1.​ The finance team will upload the employee's incentives in Excel format. Before
uploading, they have to select the incentive Category and suggested payroll.
Note: (Incentive Category add, edit & delete option.)
2.​ Uploaded file delete option for the finance team before proceeding to the next stage.
Note: The remark needs to be captured while deleting.
3.​ Option to hold/unhold single and multiple entries with a remark.
Filters needed:- Employee category, Department, Branch, Designation, Brand​

HR Team → Data verification


4.​ Uploaded incentive data view & delete option(Super admin).
Note: The remark needs to be captured while deleting.
5.​ Verification from the HR side and the same hold/unhold option for HR with the remark
field.
6.​ HR will select the payroll period for processing the incentive, and payslips must be
generated accordingly.​
Note: Show only unprocessed payroll for normal users.​
Show unprocessed payroll & (n-1) payroll for MYGADMIN.

Finance Team → Payment status updation


7.​ Option to download the pending payment entries.[Note: Overall data export &
pending payment data export ]
8.​ Upload the downloaded data with the transaction ID and remark.

Note:-
●​ Keep track of all user activities and display them.
●​ Capture a remark while uploading the Excel.
●​ Warning: If any field in the uploaded Excel is blank in 1st stage, do not allow it to
proceed to further stages.
●​ Display the uploaded data in the UI.
●​ File export option in all stages.
●​ A bulk option to hold or unhold employees based on their respective branch,
department, & Employee code.
●​ Create a simple dashboard.
●​ Overall incentive report download option.[Filters: Financial Year & Month, Employee,
Incentive type, ]
●​ Before processing the salary, please alert HR about any pending incentives that
require verification.
UI
Incentive Master
Uploaded Uploaded Incentive​ Incentive Total Status Action
date by Category Type entries

Pending from Navigation


Finance/P&C/
Payment pending

Incentive File Upload →


Take inputs: Incentive Category, suggested payroll & remark.

Uploaded List
Uploaded Uploaded Incentive​ Incentive Suggested Total entries Action
date by Category Type Payroll

View →​
Delete →
Uploaded
file
view/roadma
p for Super
Admin

Uploaded List View


Date of Incentive Employee Employee Net
Upload​ Type​ Name[Em Status Amount Status Action
p Code]

Active/ Hold Hold/Unho


Inactive ld → Road
map
Proceed to HR verification with Remark
Confirmation pop-up with Hold count out of Total entries.

Proceed to Payment with Payroll & Remark.


Confirmation pop-up with Hold count out of Total entries.
Payment Pending List
Uploaded Uploaded Incentive​ Incentive Processed Pending Action
date by Category Type payroll Payment
entries

View →

Payment Pending List View


Date of Incentive Employee Employee Net
Upload​ Type​ Name[Em Status Amount Status Action
p Code]

Hold/ Overall data


Pending/ export &
Paid pending
payment
data export​
​
Upload →
Date, Status,
UTR

Uploaded
file
view/roadma
p for Super
Admin

Paid & Hold shouldn’t overwrite.

Processed List
Uploaded Uploaded Incentive​ Incentive Processed Action
date by Category Type payroll

View →

Processed List View


Date of Incentive Employee Employee Net Amount
Upload​ Type​ Name[Emp Status Status
Code]

HOLD/PAID/
NOT PAID

Employee →
Road map
view

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