MetaOption

Environment

Project Description

Each company has its own leave policy, based on which, the company employees can avail leave from time to time. However, it becomes very difficult to maintain an account of each leave entry in a register. MetaOption, being a global software provider with multiple business units located across the country, has come up with an efficient method of tracking employee attendance and leave status.

The Leave Module of MetaOption’s in-house Employee Portal will help the company to keep track of leave records. On the other hand, the employee too will be able plan his leave using the Leave Module, and work accordingly. The Module also enables the company’s HR department to track the number of employees (who are on leave) and allow the task to be managed by the project lead himself.

Activities in the Leave Module:

Attendance:

Each user can view or edit the attendance details depending on the permissions set for the role. A user mapped to the Manager or Admin role will be able to edit the attendance sheet of an employee. An approved leave can be cancelled and attendance updated.

Attendance can be filtered on several filters such as:

a) Employee Status: Working/ Relieved.

b) Business Unit: MetaOption currently has four business units (BU) across the globe. This filter allows the user to search for BU specific employee attendance details.

c) Employee list: This filter is based upon user specific role and will display the records accordingly. For example: A Software Engineer can only view his records. A Project Lead can view the attendance details of all employees on his project team. Similarly an Admin user can view and manage the entire MetaOption employee attendance list.

Leave:

An employee will be able to request for fresh leave and view the status of his earlier leave requests using this main activity. The employee can plan his leave by requesting for leave in advance and specifying an appropriate leave type along with a leave reason in the ‘Leave Request’ section.

Types of leave defined in the MetaOption leave policy are:

• Medical leave
• Privileged leave
• Floating leave (optional leave)
• Other Leave

Finally, he can either choose the ‘Save and Draft’ or ‘Save and Submit’ option to record the details, depending on whether the leave is to be simply planned or sent for approval.

Using the leave summary section, a simple user can view only his used leave and available leave details. The other filters such as business unit, employee, financial year, start date/ end date, and sort order facilitate searching employee records, if the user has a Manager or Admin role.

Manage:

The manage activity is basically designed and incorporated within the application for the HR Manager and Admin roles, and is not visible to the simple user or employee.

The Manage section has the following subsections and links:

1. Attendance:

• Attendance: Manage attendance of all employees at one place.
• Attendance upload: Has feature to upload and download daily attendance sheet in excel (xls) format. (In case if application does not respond or server crashed)

2. Leave:

• Manage Leave: Manage leave type, changes in leave types, increase/ decrease number of leave as the per company’s changing policy.
• Annual leave: Can view the annual leave chart of each employee at one place.
• Manage Leave Type: Can easily manage casual leave, medical leave, privileged (paid leave), floating leave, and other leave types.

3. Employee:

• Employee: Can monitor the number of working employees with MetaOption at different business units. And can also have a list of relieved employees.
• Manage Role: There are four (4) roles in this application which are monitored and can easily be managed from this section. The term ‘Role’ is basically used here for the type of access right(s) assigned to each employee of MetaOption.
• User Role: This section allows the Admin user to manage and view roles assigned to each employee of MetaOption. Admin can also change the user role from time to time or as per the employee’s changing designation.

4. Settings:

This activity has also been designed for the use of Manager/ Admin roles and consists of three main sections:

• Business Unit: This section can be used to add a new business unit or edit/delete the existing business unit information such as name, and complete address details.
• Designation section: This section can be used to assign, edit and view designation details of employees across MetaOption.
• Department Section: This section can be used by Admin to add a new department or edit/delete the existing departments at MetaOption.