As with any new solution, you need to set it up and customize as per your business needs and policies. Here we will discuss various setup options for Runtime HRMS.
This guide will take you through some basic steps to get started.
Once you are logged in, go to Setup menu and click on Locations. Here, you will see the locations created by you during onboarding. You can add or edit more locations here. Clicking on ‘Add’ button at top right to add more locations. Similarly, you can create Cost Centers, Departments, Grades and Designations. Adding all the entries on these setup items is recommended before proceeding to next step.
Here are detailed instructions for each master setup:
Go to Setup > Leave & Attendance. We’ve added a couple of default leave types like ‘Casual Leave’ and ‘Sick Leave’. You can edit these and add more as per your requirement. For each leave type, you can define grant, lapse and encashment policies.
In case you have ESI or PF applicable on your business, you need to enable the deductions. To access settings for statutory deductions, go to Setup > Statutory > ESI (or PF). We have detailed information on all the deductions in following articles:
After you have done the initial setup described above, you can go ahead and add employee records in Runtime HRMS.
To add employees one by one, go to Onboarding > Add Employee. Fill out the form and click Save & Continue. You can add more information like Addresses, Personal Information, Family members and more on the following page.
To import multiple employee records using excel, go to Bulk Updates > Employees.
Under 1. Download Template box, click Download to download an excel template. In the downloaded excel template, fill out your employee information. If you already have employee data in an excel file, you can copy-paste data from it.
Once the file is ready, upload the same using 2. Upload Employees box. After your upload is finished processing, the system will show results of upload.
Here are detailed instructions on adding or importing employee records.
For each employee, you need to update salary details.
Again, this can be done in two ways:
To bulk update salary for multiple employees, go to Bulk Updates > Salary. Click Load to view existing salary of employees (if any). Enter revised salary under each component box and click Save icon at end of each row to update salary.
Employee attendance can be marked using following options:
- Using Runtime Workman mobile application
- Manual Attendance marking for each employee
- Uploading attendance for multiple employees using Excel template
- Integrating your existing bio-metric machine
Once you have created employees, updated their salaries and marked attendance, you are ready to process payroll.
Go to Payroll > Run Payroll. Check the active period and if correct, click on Start.
If the active period displayed is not correct, go to Payroll > Periods and add/activate correct period for which you want to run the payroll.
Depending upon the number of employees, payroll processing may take a few seconds to a few minutes.
After finishing payroll run, you can view Salary Register for your company or and Salary Slips for individual employees. To generate salary reports go to Reports > Salary Reports > Salary Summary. Select a location or department if you wish to see the report only for that location or department and click on “View Summary” to view the gross numbers on screen.
Following options are available to generate further reports:
- 1.Export Summary: Exports the displayed summary in excel (just gross salary, gross deductions and net salary)
- 2.Salary Register (Excel): Download full salary register with individual components, deductions and employee details in excel format.
- 3.Salary Register (PDF): Export salary register in an well arranged format in a PDF file.
- 4.Salary Slips: Exports salary slips of individual employees in PDF format
- 5.E-Mail Salary Slips: E-Mails salary slips of individual employees to their ‘Official E-Mail’ address (if saved in employee profile).
This guide explains major steps to get you started with Runtime. To know more about a particular topic, click on the relevant links included in the guide.