स च लन लय, क ष एव ल ख ववत त ववभ ग, म. प र श सन

Transcription

1 स च लन लय, क ष एव ल ख ववत त ववभ ग, म. प र श सन ऑनल इन स थ न तरण आव दन ह त प रक र य स खव र सस ह आय क त क ष एव ल ख

2 Scheme of Presentation Background Online transfer features Step by step processes for online transfer. Detailed Processes for online application. Transfer request reports, order generation, representation and relieving. Role of Directorate of Treasury and Accounts Expectations from Dept. (Secretaries and HODs) : Overview of IFMIS. Payroll Module. Challenges Action taken Expectations - 2 -

3 प रष ठभ म : स वय क व यय पर आपस स थ न तरण - स वय क व यय पर स थ न तरण ह त आव दन आन-ल इन प रस त त ककय ज य ग स वय क व यय पर ररक त पद/परस पर ककय गय स थ न तरण तथ प रश सननक क रण स ककय गय स थ न तरण स ब ध आद श अलग-अलग ज र ककय ज य (8.8) आव दन आन-ल इन प रस त त करन क अ नतम नतनथ

4 Some Facts More than hits on IFMIS Transfer application as on hrs employees have submitted their transfer application online.

5 Online Transfer Application Software Features Online Transfer application submission, cancellation and representation (Internet and Intranet) OTP Authentication for without login in IFMIS Transfer request reports for departments/district offices. Transfer request movement from District Offices to HOD and vice versa

6 Online Transfer Application Software Features Transfer order generation (draft and final). Employee relieving by competent authority. Forced and automatic relieving (pre-defined duration) Application submission will get freezed after defined time limit (15 th June 2017) - 6 -

7 IFMIS: Online Transfer Process Online Transfer Request Submission With login in IFMIS On Behalf in IFMIS Without login in IFMIS (OTP authentication) Online Transfer Request Cancellation With login in IFMIS On Behalf in IFMIS (HOO will be able to cancel the request) Without login in IFMIS (OTP from mobile number used for transfer request) Transfer Request Reports Nodal DDO (within District) HOD/BCO Admin Department - 7 -

8 IFMIS: Online Transfer Process Departmental transfer activities Offline using reports generated from IFMIS and Administrative requirements. Draft Transfer Order generation Nodal DDO (within District) HOD/BCO (draft will also be available to Admin Department for correction). Draft Approval/Am endment Offline at HOO/HOD/Admin Department - 8 -

9 IFMIS: Online Transfer Process Transfer Order Generation Nodal DDO (Within district) BCO/HOD (For Class3 inter district transfer) Admin Department Representatio n Against Transfer For employees who wants amendment/cancellation (OTP will be sent on the same mobile number which was used for application submission) Posting Update Relieving by source DDO Automatic after 14 days Hold (Nodal DDO/HOD) Joining by destination DDO Next salary can be generated by destination DDO only - 9 -

10 Process for Online Application

11 A. Self Initiated request after login to IFMIS Employee login to IFMIS software using his/her unique employee code and password

12 HRMIS HOME -> ESS (Employee Self Service) After login, employee clicks on HRMIS HOME and then on ESS (Employee Self Service) Then under Service Request tab, click on On Request Transfer(Lite)

13 HRMIS HOME -> ESS (Employee Self Service) -> On Request Transfer Employee selects options for the Department and Office where he/she seeks transfer, provide the reason and then click on submit

14 B. On behalf request by Head Of Office (HOO) Head of Office can apply for transfer of any employee in his/her office. After login, officer clicks on HRMIS HOME and then on ESS (Employee Self Service) Then under Service Request tab, click on On Request Transfer (onbehalf)

15 HRMIS HOME -> ESS -> Miscellaneous Request -> Apply OnBehalf -> Search Employee Select employee

16 HRMIS HOME -> ESS -> Miscellaneous Request -> Apply OnBehalf -> Search Employee -> On Request Transfer

17 C. Self Initiated request without login to IFMIS Click on the encircled ink highlighted in green

18 Employee Transfer Request Enter the Employee code and click on Search

19 Employee Transfer Request Select upto three choices and enter the Department, Office Name and Reason. Option 1 is mandatory

20 Employee Transfer Request Enter mobile number and click in Generate OTP button. A 6 digit verification code will be sent to this mobile number

21 Employee Transfer Request Enter the A 6 digit verification code and click on Submit button. Transfer request will be submitted

22 2. Online Transfer Request Cancellation Employees can cancel their transfer request raised through IFMIS software

23 Transfer request reports, departmental activities, order generation/amendments, relieving and posting updates

24 3. Transfer Request reports The transfer request report will be available to Nodal DDOs, for transfer requests within District, HOD/BCOs and Administrative Department

25 4. Departmental transfer activities Departmental transfer activities will be offline using reports generated from IFMIS and based on Administrative requirements

26 5. Draft Transfer Order generation Nodal DDOs, for transfer cases within District, and HODs/BCOs have the facility to generate the draft version of the transfer order. Draft will also be available to Admin Department for correction

27 5. Draft Transfer Order generation

28 6. Draft Approval/Amendment Draft order approval/amendment will continue to be the offline process at HOO/HOD/Administrative Department

29 7. Transfer Order Generation Transfer order generation option will be available to :- Nodal DDOs for transfer cases within District BCOs/HODs for Class 3 inter District

30 8. Representation against transfer Government employees who wants amendment/cancellation in their transfer order, will be able to use this Representation feature to provide the reason from their side for amendment or cancellation. An OTP will be sent on the same mobile number which was used during application submission

31 9. Posting Update Source DDO will be able to relieve the employee from its office. If an employee is not relieved by its DDO in 14 days, system will automatically relieve the employee If due to any reason the HOO wants to hold the relieving of any employee, there will be an option in the system for the same

32 9. Posting Update The Destination DDO will be able to join the employee using the software. Next salary will be generated by destination DDO only

33 IFMIS roll out facts : As on hrs : Lac regular employees database is available Lac employees password have been issued Lac employees have already logged into the IFMIS application. i.e. started using IFMIS Lac Hierarchy have been created in IFMIS ids have been issued out of which 6161 are operational under mptreasury.gov.in domain.

34 Role of Directorate of Treasuries and Accounts: As per GAD orders transfer process is to be performed Online. (F6-1/2017/1/9 dated and 22/05/12017) Transfer application is made available on IFMIS application software. IFMIS is accessible across the state over Intranet on MPSWAN/NICNET/VPNoBB (with login URL: without login ) and Internet connectivity ( with login URL: without login URL

35 Role of Directorate of Treasuries and Accounts- cont d Implementation and Support (Software):. State Level core group at DTA (Additional Director/ Dy. Director/ DBA) District level team : Core group.constituted for implementation of IFMIS TCS Help Desk User manual of the modules is available in the application software access. Training has been given to District Officers/users/ core groups/important deptt. By video conference on PPT and Documents will be made available on event section.

36 Role of Directorate of Treasuries and Accounts: Cont d Sensitization program to Secretaries / HODs of all departments at Vallabh Bhawan, Mantraylaya, Bhopal on Training to designated teams of the departments on (proposed) Video conferencing with collectors and Nodal district officers on (proposed)

37 Online Transfer : Expectations from Dept. (Secretaries and HODs) : Each department has to line up their technical officers/hr personnel to provide support for access of the application. Designation of technical/hr teams for proposed training on Instruction to the Subordinate Offices Departments may provide instruction manual, URL links to access IFMIS from their departmental portal for the ease of use.

38 IFMIS Introduction HRMIS Functionalities related to Human Resource Management Employee Self Service Payroll etc PMIS Pension Related Functions Pension Case Processing Pension Case Management FMIS Core Treasury and Finance related functionality Plan, Budget, Treasury, Project Mgmt

39 IFMIS Modules S. No. Sub System Module 1 Employee Self Service (ESS) 2 Service Matter (SM) HRMIS 3 Payroll 4 Performance Management 5 PMIS Pension 6 Budget 7 Plan 8 Strong Room 9 Audit 10 Receipt & Disbursement (R&D) 11 FMIS Debt & Investment Management 12 Deposits 13 Web Portal 14 Project Management 15 Purchase Inventory (POINV) 16 General Ledger & Assets Accounting (GLAA)

40 IFMIS Modules Integration FMIS HRMIS & PMIS Project Management Approved Project Plan Project Accounting Project Procurement Purchase and Inventory General Ledger and Asset Accounting Transaction posting Strong Room Deposit Plan Ceiling Budget (P/NP) Reimbursement Claims Debt and Investment Loan/Grant Receipt & Repayment Receipt and Disbursement Internal Audit (incl LFA) Check against Budget (P/NP) Web Portal Pension Payment Payroll ESS PMIS Exit Management Service Matter Performance Management

41 Payroll module Pilot Go-Live Pilot Go-live of Payroll module was performed at Sehore District in April 2017 for salary of April paid in May. Challenges observed during Pilot go-live: Discrepancies in : GPF/DPF account deductions. Loans and Advances recoveries. GIS deduction. Sanctioned posts updation in C-SFMS. Posts - Cadre mapping. Employee - designation mapping. Action taken on discrepancies observed during pilot: Approx GPF/DPF account discrepancies resolved. Approx Loans and Advances discrepancies checked and corrected. Urgent need to rollout payroll module

42 Payroll module Pilot Go-Live Expectation from Departments: Payroll for May paid in June will be generated from IFMIS Payroll module. HODs are requested to instruct to all concerned DDOs to : get the payroll data corrected as per requirements of IFMIS. Get Connectivity to all offices. (upto HOO ) Use of IDs created for IFMIS. Create hierarchies for use of IFMIS processes. provide details for digital signature certificates. General orders issuance by the departments for use of IFMIS

43 To Sum Up Online Transfer module is ready for use Trainings are necessary at different levels & are being provided The processes are easy as surfing internet hits in 3 days

44 Thank you