Sage Pocket Online
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.
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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.
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.
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