Car Hire Setup
To view the basic steps to setup Alt go to Module Setup page.
Following are the steps to configure Car Hire:
The above steps are described in detail below:
1. Car Hire Policy
Car Hire policy is a flexi benefit policy given to employees. This policy says - An employee can hire a car from a 3rd party vendor for a period of time and employer will pay an amount according to the eligibility of the employee.
2. Car Hire Menu
CarHire – It is a menu in Payroll module in Alt Worklife.
Role Menu Permission
a) Enable the menu CarHire for the roles who can apply for Car Hire. Click here to go to How to set up Role Menu Permission
Configuration
a) Go To Admin Portal, Payroll -> Module Config and set the following value:
i) CAR_HIRE_SERVICE_TAX_PERCENT – The service tax percentage to be levied on the car hire amount is made
configurable as this value is impacted by the governmental policy.
b) Create an Employee Group or use the existing Employee Group for the organization
i) Click here to go to How to create Employee Group
c) Link the Employee Group with the Car Hire Policy.
i) Go To Admin Portal, Payroll -> Group configuration and link the Employee Group with the Car Hire policy created.
d) To configure the range of Car CC and the corresponding amount to be paid to the employee, Go to Admin Portal -> Payroll
-> Paycode Parameter
i) Enter the Parameter Type as Variable
ii) Sys Parameter- SysPaycode as Car Hire Paycode
iii) Group = The Employee Group created above
(For e.g. - To configure the CC range from 0-1200)
iv) Minimum Parameter Value = 0
v) Max Parameter Value = 1200
vi) Max Pay code Amount =100000
Workflow Setup
a) To setup the workflow, login to Worklife as admin, Admin -> Configuration -> Workflows and then click on Add button to add a
workflow.
P.S.:-
(1) Once a workflow is created, it can only be modified but can’t be deleted. So be very careful while creating a workflow.
(2) If any workflow is created in a wrong manner, you have an option to make it inactive and create a new one with a different name.
(3) All the fields that are marked as * shouldn’t be changed as these are system defined fields.
b) Following are the stages present in Workflow of Confirmation
i) Initial Stage
ii) L1 Approval
iii) Completed
c) Tips: (First setup the Mail Templates that are required to be sent at different stages in the workflow)
i) Refer how to setup Mail Templates that can be associated with the workflow.
d) Workflow Setup
i) Workflow Name : Car Hire
ii) *Workflow Type : Car Hire
iii) Workflow stages setup:
Initial Stage
(a) Stage section: All fields are auto filled. These fields can be changed as per requirement
(b) SLA Communication section: Not required in this stage
(c) Workflow stage action section:
(i) Submit Action:
1. *Action Type = Submit (This shouldn’t be changed)
2. Action Name = Submit
3. *TransitionType = getDefaultRule
4. Is Visible = True
5. Transitions: To set Transitions you need to add all the stages of the workflow first.
L1 Approval
(a) Stage section:
(i) Name= L1 Approval
(ii) *Type = Approval
(iii) Approval Logic: All actors in role
(b) Stage Role Section: Select the roles that can execute this stage
(c) SLA Communication section: Not Required
(d) Workflow stage action section: Add action 1) Approve 2) Reject
(i) Approve Action:
1. *Type = Approve
2. Action Name = Approve
3. *Transition Type = getDefaultRule
4. Is Visible = True
5. Transitions: To set Transitions you need to add all the stages of the workflow first.
(ii) Reject Action:
1. *Type = Reject
2. Action Name = Reject
3. *Transition Type = getDefaultRule
4. Is Visible = True
5. Transitions: To set Transitions you need to add all the stages of the workflow first. Next stage for reject stage
is always completed
Completed
(a) Stage section:
(i) Name= Completed
(ii) *Type = Completed
(iii) Approval Logic: All actors in role
(b) Stage Role Section: Select the roles that can execute this stage
(c) SLA Communication section: Not required in this stage
Form Security Setup
a) Before starting the form security set up, go through the how to guide for the same.
b) Go to Admin -> Configuration -> Form Configuration
a. Search for Form Name – CarHire and Car Hire History
c) Click on context level security and select Role as per requirement. As My Detail is visible to employee, Select the Role as
Employee and click on Show Configuration.
d) Now you can choose any of the options from View, Deny, Editable non mandatory and Editable mandatory. You can also
choose Approval Enabled, Approval Required, Effective Date Required and Approval Required.
Note: For accurately designing the Form security, we need to share the below mentioned file with the client and then give the form security as per their requirement.