Talent repository or directory on the Digital HRM system of CB-ONE platform allows users to capture, store, filter, search and retrieve talent information based on role-based-access. It includes an extensive array of attributes covering all information related to the professional life of the talent, important personal information for emergencies and benefit management and personal and family photographs. It includes information for talent belonging to different educational and professional background, social traits, employment statuses, nationalities etc.
Users can easily view their information, update critical contact information, upload relevant documents, browse the reporting relationships and maintain their family information through self-service mode. These information will be available only to authorized talent pool without any intermediation to accelerate the speed of access and corresponding work.
This can be accessed through any device any time depending on the IT policy of the client organization.
Are you still using multiple versions of Excel maintained by multiple users to manage your employee leave records?
The leave management functionality of the Digital HRM system on CB-ONE platform allows users to prevent time-off abuses, enables different leave rules for different groups, and implement company-wide leave policy for various leave types including maternity leave, paternity leave, half-pay leave and leave without pay.
One can add one's own leave types, define carry forward and accrual rules, pay percentages, weekend exclusions, maximum consecutive period, minimum serving period for entitlement, make exceptions to individual employees and groups using leave rules. Module is well integrated with overtime, payroll and attendance.
Attendance module serves the photo-attendance with AI-powered face recognition. It supports rule-based approval workflow for regularization of attendance for travelling team members. Do contact us if it sounds interesting.
Challenge for the leadership is to make ordinary people do extra-ordinary things, albeit with the right tools and with the right level of engagement. CB-ONE is a Digital HCM platform with tools which not only engage your team members, but make things easy for them to achieve much more than anticipated with minimal effort. Easy to enter timesheet, easy to record task instructions as per best-practices and easy to listen to the original instruction and update progress of tasks often with slider, make the time tracking and task tracking secure yet convenient.
Multiple timesheets to suit multiple purpose, project specific time tracking, time-tracking on routine tasks, overtime time entries - all these provide the basis for workforce optimization and are the critical inputs for AS-IS stage of time and motion study. CBONE is designed by certified six sigma black belt (ASQ,USA) with strong expertise in productivity maximization, and fellow from Institute of Leadership and Management (UK) so as to offer a superior effort tracking tool. Leverage its many advanced features including one that reminds team members and supervisors in the morning automatically who have failed to submit the timesheet previous night. Best part is that it can be customized by the user based on the needs of the situation for whom the timesheet monitoring alert is to be generated. This is indeed POWER TO USERS.
The Digital HRM system of CB-ONE platform provides a rare blend of flexibility and convenience to payroll managers when it comes to pay employees in accordance with their remuneration structure covering various flexible and fixed components and comply with statutory regulations.
The system allows to run it multiple times catering to the needs of temporary work force paid on weekly basis, includes attendance, overtime and leave automatically and prepares the file for bank transfer according to most popular formats.
It supports definition of multiple payroll components, links them to chart of account to accommodate appropriate expense codes and other provisions, captures the approved overtime effort on-the-fly, calculates the unauthorized leave part, carries out deductions as per the law of the land and contributes to provident fund/ pension fund as per regulations.
It also allows users to declare their investments and previous and additional income figures, so that tax deduction process can be followed judiciously and correctly. Standard payroll reports and pay slip formats facilitate user-support on self-service mode to the maximum extent possible thereby minimizing the burden on already-stretched payroll management team.
Expenses module on CB-ONE, our Digital ERP platform, is one of the most sophisticated modules in terms of functionality.
It allows users to do budgeting using chart of account and common expense categories, definition of real-life grade-based transaction limits, approval limits (delegation of authority matrix), prior allocation of agreed budget, approval workflow for budget, travel requests and expense claims.
Expense claim management is a lot easier with our expense module with quick bulk entry facility to save time, handling of multi-currency transaction and automatic currency conversion, automatic exception generation through our Filter-Transform-Load (FTL) engine, increased visibility through various reports and continuous tracking of expenditure against budget and multi-level approval process.
The module can generate the handoff file for bank transfer in common formats and can also post subsidiary entries through handoff to General Ledger.
Human capital is the greatest asset for any forward-looking organization. It is people who make it or break it.
HR throughout the world is busy searching for the best-fit talent for the organization within the given framework and needs a sourcing and selection process that is not only sophisticated but superfast to meet the stringent onboarding SLA.
CB-ONE is a Digital HCM platform that makes it easy to publish a vacancy board, post it to social media sites with one click operation, share the employer branding across channels, source resume externally using plugin forms, parse and clean CV information from pdf, docx and rtf formats using natural language processing.
It also lets one manage the interview process smoothly with continuous update of status as deemed fit.
Once joined, the candidate is onboarded with activities that are tracked through comprehensive confirmation and induction checklist. The whole process is system-driven but managed by users with minimal data entry and with maximal use of pre-configured steps that can change based on the situation.
The Digital HCM system on CB-ONE platform, in line with the best practices, and mandatory requirements of ISO standards, enables continuous improvement through on-demand as well as periodic learning.
It not only makes it easy for users to manage trainers, training courses and training sessions, but also handles training delivery (in various formats including delivery of interactive training material) and quick assessments. One can define numerous internal and external training sessions which the team member can enrol based on the skill requirements.
In addition, the supervisor can assign training as part of incident management (to prevent incidents), succession planning for an important role or performance management. One can track the assignment, progress and the completion of the training easily. Our analytics module delivers various charts and reports based on all commonly used statistical measures such as mean, median, mode, standard deviation etc.
CB-ONE is a Digital HRM platform for performance optimization so it is natural that it will adopt a rigorous yet user-friendly performance measurement process.
It starts with objective setting at the departmental level using Balanced Score Card approach. Once the KRA and SMART objectives are set, these are translated into individual objectives through the reporting structure. It allows on-demand quick appraisal of tasks executed by the team members at the local level, as well as scheduled appraisal set by the management.
Allows task review, project review, user feedback, self-appraisal, supervisory appraisal and 360 degree feedback as part of performance management process. Activities are always tied to departmental objectives so as to maintain their relevance and weightage. Laudable performance can be further appreciated through public display of the appreciation note on visibility wall. All these make sure that not only performance management is smooth, but it is holistic, timely and engaging for the right level of collaboration.
Suppliers are important elements of strategic supply chain. Supplier risk management is supplier information management. That is why a Digital ERP like CB-ONE facilitates collection of supplier profile information across multiple dimensions so as to manage supplier relationship effectively.
Similarly prices captured from different suppliers with different order quantity over different time-period helps managers to select the best option while deciding on a purchase order, thereby optimizing cost. System also provides time-series analysis of price of critical items using Auto-regressive Integrated Moving Average with Machine Learning. This provides crucial insight on the price movement of critical items used in bulk and minimizes the supply chain risk.
From user indent to disposal - the entire life cycle of fleet, its service history, demurrages/ damages/ delays, fueling, trips, drivers, all are tracked by the system. Transport orders, bills and collection are captured on the Digital ERP system on CB-ONE platform. Location service updates the route on the map.
One can track fleet earning and expenses over a period of time to ascertain the utilization of the asset.
Checklist based proactive service notifies the manager about impending service schedules or service delays so as to maintain the asset health efficiently.
Accidents, insurance and claims are managed on the system to obviate the need for multiple registers or phone calls during crisis period.
Purchase is an essential activity for any business. But this need not be unplaned or ad-hoc. Procurement planning starts with user indents and budgets. The Digital Supply Chain Management (SCM) system on the CB-ONE platform allows users to do the budgeting for relevant expense category with necessary justification and approval workflow. Once approved, this budget is available for ordering so as to avoid any unplanned expenses. Users can issue indents which can go through approval workflow based on the organizational need. Material or Purchase department can consolidate the requirement of all approved user indents for relevant categories and issue a purchase requisition.
For large, high-value and complex procurement, RFP can be issued which links to the indent or requisitions for ensuring that user needs are met appropriately. Further, we can define limits for the purchase as well as payment. System will validate during ordering and payment stage the limits thereby ensuring the delegation of financial limits or authority as per the company policy.
Many suppliers deal with multiple product categories. We need not issue multiple purchase orders for that. In one PO, users can include all relevant categories, the SKU name, Quantity, Unit Of Measurement, Price and discounts. It saves user data entry time and supervisor's review time, if approval workflow is configured. At the same time, for SKU level visibility, this hierachical data is auto-converted to tabular display. The Digital Supply Chain Management (SCM) system of CB-ONE platform provides both group functionality for processing, and itemized reporting for planning.
Once this order is configured, all material receipts are tracked against the order.
There may be part-shipment and system accepts it. The ordering currency for individual SKU may be different especially if that particular SKU is imported. No problem, CB-ONE will convert it in to the base currency using the prevailing evaluation rate fed from reputed international agencies. If the rate conversion needs currency-specific custom charges (say 1-2%) for bank processing etc, that can be included. Hence you receive and pay what you ordered. Payment cannot be made without order. Order (Commitment) can be made ad-hoc without approved requisitions to handle emergency but payment has to be based on order and financial limits (if set).
How do we decide the best vendor for a specific item? Well it depends on the criteria we set for evaluation. This is why the Digital Supply Chain Management (SCM) system of CB-ONE platform allows users to set multiple weighted criteria using both supplier-level or organizational attributes such as reputation, past rating, financial stability, track record and item-level attribute such as material standards, performance values, operational features, component features, environmental characteristics etc.
Once evaluation criteria are set for optimal sourcing and supplier proposals are entered, for every supplier proposal, the evaluation template is ready. Users can quickly assign scores along with justification based on the individual judgement or collective judgement using approval workflow. System will rank the proposals based on the scores. With smart tools like this and timely data entries, a month-long evaluation phase can be reduced to an hour even after keeping an hour for structured evaluation of scores and justification given. This saves time, cost while minimizing risks for the organization.
Do you follow push manufacturing/trading or pull manufacturing/trading? It does not matter as long as you let CB-ONE know about it. Accordingly it plans for JIT inventory or safety stock. It also captures maximum stock based on the usage and demand. If ordered quantity is more than maximum stock, it creates an exception.
However, this exception can be reasonable, if this is done to honour the minimum order quantity of the supplier, provided the supervisor approves it. System also sends alerts in case the stock level goes down below the threshold level. This threshold level can be manually or automatically set for each workplace (workplace can be a plant or storage unit etc) for each SKU based on user configuration.
When set to auto, the Digital Supply Chain Management (SCM) system of CB-ONE platform defines the safety stock and maximum stock based on standard inventory formulae for the chosen type of inventory holding. During the creation of Sales Orders, system will check the availability of the stock at the given workplace. If there is a contract with a rate agreement for duration of certain time period, system automatically creates the replenishment order. However order will be auto-mailed to the supplier only after it is approved by the user with appropriate authority (if set). Inventory price can be visible over time with visibility of stock level at every work place.
Customers are integral parts of any business. They are the purpose of the business. A Digital ERP platform like CB-ONE understands it and provides features to enable data-driven management of customers efficiently. Customers can have multiple classifications based on ownership, revenue, headcount, geography, reputation, ratings, credit limits, insolvency. The Digital CRM system of CB-ONE platform can do segmentation based on these as well as demographic attributes.
Not only that, in line with sophisticated business practice, they can have tariff based on segments. These tariff can be linked to loyalty based on certain number and value of transactions done in certain timeframe or may be based on order quantity (bulk quantity) or a combination of both. This enhances customer engagement and creates the foundation for long-term sustainable and profitable relationship, which in turn facilitates growth in revenue.
Capture, consolidate, track and analyze leads, proposals, orders and invoices with CB-ONE. Automate order creation from the proposal. Create a lead, proposal, invoice
combining multiple products with prices in multiple currency (suitable for traders who provide imported goods) at one shot.
Get the price served by the pricing engine based on customer segment and order quantity. No repeated data entry - input data once and refer it (select from dropdown) at multiple places.
Use workflow based on user preferences.
Generate pdf for invoices and proposals in one click for sending them to the relevant external contacts. The Digital CRM platform of CB-ONE makes all these possible to maximize user convenience and minimize their manual effort so that they can devote their time to relationship-building and sales.
Customer interaction in any form such as mails, calls and meetings is easy with CB-ONE. Although calls are updated on post-facto basis, reminder alert is sent for calls from its Digital CRM platform based on the agreed follow-up action.
Mails can be sent from CB-ONE with proposals, product data sheet, product brochure etc. If customer responds to that mail, this also comes to the CB-ONE screen using email piping in case users use google mail.
Meetings can be scheduled with the schedule information captured in the calendar with a mail invite detailing agenda etc.
With minimal field capture, system generates the MOM that generally sometimes takes weeks to send and months to respond.
All these are captured on the system with a provision for timeline or datechart for each prospect or customer.
CB-ONE is a Digital CRM platform that provides a state-of-the-art ticketing system with categorization, prioritization, SLA, auto-alerts, knowledge-base and analytics. It allows
Automatic assignment based on predefined role, leave status and workload rules to minimize human effort,
Automatic balancing of workload using item category, constrained optimization, talent availability and role-suitability,
Automatic generation of ticket-number based on source system, date and sequence number for easy reference,
Extensive defaulting to minimize user effort and time and maximize user convenience,
Automatic calculation of due date based on the agreed SLA plan,
Automatic notification to user and agent on ticket registration through mail and application alerts, and
Automatic priority elevation based on predefined settings.
HR is a specialized line and users need HR support. Our survey has confirmed this for all respondents who also have opted for an in-built Case Management tool for extra convenience. CASHBox Pro HCM provides a state-of-the-art ticketing system with categorization, prioritization, SLA, auto-alerts, knowledge-base and analytics. Contact us today to know more.
Empowered users need a channel to express themselves and engage others. But this energy has to be directed to the right objectives. That is why CASHBox Pro HCM makes it easy for users to post ideas, comments, blogs on topics and objectives that matter to the firm. Polls and surveys engage teams and provide quick inputs. Contact us today to know more.
A progressive organization is a policy-guided one. CB-ONE facilitates the work of the management to maintain the list of applicable policy and manual for each department, its sharing, digital acknowledgement by user and online testing of user awareness, as desired.
Equipment and assets need checklist to ensure their operational readiness. CB-ONE provides checklists to define the maintenance tasks at appropriate frequency.
System automatically populates these checklists at the set frequency, alerts users and send reminders if not done.
Shift management is an important aspect of operations in many organizations. With CB-ONE, users can define the shift timing, add team members to the shift, add
their roles and track their attendance accordingly. Publishes roster automatically based on the data fed.
With CB-ONE, users can identify the asset with barcode, allocate/transfer/return the asset based on organizational needs, maintain its service records, dispose
it, depreciate it and track its AMC (if present). Based on user settings, notifies the asset manager when AMC is expiring.
Safe and smooth productive operation and maintenance cannot happen without safety. CB-ONE provides a tool to capture safety incidents, conduct causal analysis
so that corrective and preventive action can be taken promptly and track and report injuries & near-misses with trend analysis.
Pursuit of unqualified leads amounts to waste. CB-ONE employs industry-standard enhanced BANT criteria to form a rational basis to prioritize leads. These criteria can be weighted based on user preference. Qualified leads help the sales team to focus on the vital few with full intensity thereby maximizing the likelihood of winning the deal and ROI. The system allows users to add criteria as appropriate.
Market research or Voice of the Customer indicates customer preferences, strength and weaknesses of the existing portfolio, key likeable features of products from competition. When this knowledge is incorporated in the value proposition, it becomes compelling. CB-ONE facilitates market research and consolidates the results for analysis, insight generation and quick productive action.
CB-ONE populates the deal pipeline automatically showing different stages of the opportunities across product categories. This provides a quick overview of what is happening and what may happen in future so as to channelize the effort into the right direction for optimal results. Numerous intuitive charts provide guidance and insight to users so that they can manage the sales execution in a data-driven manner.
System allows Sales Managers to develop and finalize sales budget keeping different product categories, their offtake quantities and offtake values. System automatically consolidates. Using the budget codes, they can define weekly, monthly and quarterly sales plan. System tracks the revenue achieved vs revenue planned for different Sales Managers over different time-buckets with trend analysis. Budget & plans can be configured with workflows.
Users do not need another system to manage collections. CB-ONE allows users to define collection status and action items based on ageing, send chasers to debtors, modify credit limits, analyze customer-wise collection details for every Sales Manager and changes segment of the defaulting customer automatically so as to warn users before any future engagememnt. Templates of dunning letter and chasers can be configured by users.
Agents and channels are important for sales and distribution of products and services. CB-ONE allows users to onboard sales agents, shipping agents, C&F agents, collection agents who can be given access to the system to view and update their relevant records. Similarly distributors, wholesalers, and retailers can be maintained as channel partners, whose uptake can be monitored across multiple dimensions with alerts on large variance.
Products purchased must be quality-assured to compete in the market. CB-ONE provides the facility to set quality criteria with weights and evaluate the purchased product against that. Item-specific threshold can be decided to generate exceptions or reject the item.
