Not a standalone product, the Sage Pocket Online edition is available only as an add-on module for Sage Pocket Premium edition users.
Sage Pocket Online enables you to create a user id and password for each of your employees so that they can log on to the web-based system and get information that could be pertaining to HR, pay, TDS etc. A role based and user based application, it allows you to set roles and access rights for various levels of employees so that an HR manager can view details of all the employees, a project manager can access the details of his team members but an executive can only view his own page.
1. PERSONNEL INFORMATION PORTAL
This portal acts as the private home page of the employee with a role-based view of menus and enables the following :
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PERSONNEL INFORMATION PORTAL
This portal acts as the private home page of the employee with a role-based view of menus and enables the following :
Employee information management
The employee can view personal information such as his PF balance, loan balance, TDS declaration and worksheet, history of previous TDS worksheets, and also view as well as print his payslip of any month. He can also access HR reports and payroll financial reports with required authentication. Using this page an employee can enter relevant personal data as authorized by HR which would be updated on HR verification and approval.
Information Sharing
It allows you to create a shared document section which can contain dynamic links for you to upload important documents like HR or leave policy that can be viewed by all. This section can also contain information on new recruits and those who have left the organization. Employees can also upload personal word or pdf attachments like resumes or work profile to links in this section. Any file that is proposed to be uploaded by an employee will have to be approved by HR.
Likewise it is possible for you to upload employee specific documents and set security profiles so that only that employee can view that document. It also provides the means for sending birthday and anniversary wishes to employees.
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2. ONLINE LEAVE TRACKING SYSTEM
The Online Leave Tracking System allows employees to keep track of their leaves, apply for leaves, get online approvals or rejections of the same and receive MIS reports on leave balances.
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ONLINE LEAVE TRACKING SYSTEM
The Online Leave Tracking System allows employees to keep track of their leaves, apply for leaves, get online approvals or rejections of the same and receive MIS reports on leave balances.
Leave tracking
The online module allows employees to apply for leave, look into leave balance with details of leave availed over a period of time.
Leave approval
The online module allows employees to post their leave applications online and notify concerned managers if multiple managers are involved for approval. They can then log on and keep track of the status of the leave approval. Likewise they also get the notification of leave approval or rejection online. It also defines the leave approval matrix that needs to be followed and allows assignment of alternate managers by concerned authorities, should the need arise.
Alerts and reports
It enables managers to keep track of the leave requisitions awaiting his approval through online alerts. Similarly alerts are sent to concerned parties regarding approval, cancellation or rejection of leaves.
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3.REIMBURSEMENT MANAGEMENT
The Sage Pocket Online edition allows employees to manage and submit their reimbursements and claims online and also provides managers with an online option for approval. The reimbursements are either linked to the pay slip or are paid separately.
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REIMBURSEMENT MANAGEMENT
The Sage Pocket Online edition allows employees to manage and submit their reimbursements and claims online and also provides managers with an online option for approval. The reimbursements are either linked to the pay slip or are paid separately.
Monthly claims
This module enables employees to submit their monthly claims. The approval matrix is defined whereby the claim goes for approval either to the concerned manager or the finance department. The claim can then be either approved, modified or rejected by the concerned authority.
Email alerts
The module generates email alerts for partial and full rejection with reason thereof.
Employee visibility
The employee has a real-time view of his claim details and the status of his claims
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4. REIMBURSEMENT MODULE
The Sage Pocket Benefit Module allows you to set CTC related reimbursements, define dynamic reimbursement components like fuel, transport, medical etc. and define limits for each component.
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REIMBURSEMENT MODULE
Dynamic Definitions
The Sage Pocket Benefit Module allows you to set CTC related reimbursements, define dynamic reimbursement components like fuel, transport, medical etc. and define limits for each component.
Bundle with Pay or singly
It gives you the option to link the reimbursement with the payroll module or else to pay it outside of the salary.
Accumulation and Increments
If the monthly reimbursement entitlement is not availed of entirely then the residual amount accumulates till the end of the financial year when it is taxed and paid to the employee. The reimbursement module is also linked with increment in the payroll module, as well as the full and final settlement.
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5. HR LETTER MODULE
This module enables you to create any number of formats and templates for appointment letter, relieving letter, salary certificate, experience certificate etc. that can be saved and used in the future.
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REIMBURSEMENT MODULE
HR LETTER MODULE
Template creation
This module enables you to create any number of formats and templates for appointment letter, relieving letter, salary certificate, experience certificate etc. that can be saved and used in the future.
Mapping with Employee master
This module enables data mapping from the Employee master in the payroll module so that relevant data from here can be merged with the required template to produce HR letters.
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6. EMAIL MODULE
The email module is a separate module that is linked to Payroll, Income Tax and Benefits. Reports such as pay slip, TDS worksheet, pending proof etc. are generated as pdf documents in these modules and the subsequent email to the employee is generated using the Email module. This module can also be used to send out employee wedding anniversary and birthday greetings through e-mail.
7.INTEGRATION WITH SAGE ACCPAC ERP
Sage Pocket is integrated with Sage Accpac ERP Accounting Software. However the payroll activity, which is also a company expense like any other vendor payment, is managed by the payroll application
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INTEGRATION WITH SAGE ACCPAC ERP
Sage Pocket is integrated with Sage Accpac ERP Accounting Software. However the payroll activity, which is also a company expense like any other vendor payment, is managed by the payroll application. Since the payroll operation involves multiple stakeholders performing different activities, it can be quite cumbersome and error prone to manually enter the payroll expense into the company General Ledger.
However since Sage Pocket is tightly integrated with Sage Accpac it seamlessly shares information with it. As a result the expenses incurred in Sage Pocket reflect in the General Ledger module of Sage Accpac, thereby preventing duplication of effort and errors. Currently, this is facilitated through the export and import of option available in Sage Pocket and Sage Accpac.
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