Organization changes workflow

Overview

As per the company rename along GST & PAN in the business point, client will follow the re-update details in the application and same must impact with business client. Every change having the impact of Effective month/ date. Follow the below mentioned process to changes the organisation details in the application.

 Organization Changes Workflow:

1. Need to create the Latest & Renamed organisation in the application under cost enter. ( It will impact in the invoicing to client with organisation changes details)
2. Modify the company details & address under company details option which is available in company set up option.
3. Modified the Company name under email setting option which available in portal setting ( E Mail/ SMS setting) along with Email ID if any changes.
4. Update the latest Logo of the organisation in core application & ESS portal 
5. Need to configure the Payslip, invoice, Letter template with the renaming of the organisation if any dependency in organisation name in template. Map the respective template with cost centre.
6. Map the respective payslip under the latest cost canter name.
7. Transferred all employees from effective date to respective created new cost centre.
8. For employee’s payslip will available before transfer in the existing old organization name. After Transfer payslip will reflect latest changed organisation name.
9. During the invoice of the latest payroll details application will auto be connected with latest cost centre to employee & invoice generation happen on the latest cost enter.