Comprehensive Business Management Software
Budget: $30 – $250 USD
The Software has 3 major Modules.
1. Human Resources ( HR )
2. Business Development
3. Finance and Accounting Management
Total Roles :
Employees : Basic Employee (Business Head, Regional Head, Area Sales Manager, Union Sales Manager all will have same dashboards )
Admin Management : HR, Business Development, Finance Management , Main Admin
Basic Employee Dashboard :
The Following sections will be present in basic employee dashboards :
1. User Profile :
Full Name
Profile Picture
Employee ID / Staff Code
Date of Birth
Gender
Blood Group
Contact Number
Email Address
Emergency Contact Details
Job Title / Designation
Department (HR, Sales, IT, etc.)
Reporting Manager / Supervisor
Employee Type (Full-Time, Part-Time, Contract)
Employment Start Date
Work Location / Branch ( Bangladesh Geo Coding)
Shift Timing & Work Schedule
Agent Booth Name
2. Attendance and Leave Management system : Already discussed the details. There will be a running time clock( current time in bd) in the dashboard . It will have 2 options. Check in/Out of office. When an employee presses check in it will record that time. Then check in will convert to check out. And if he goes from the office he can press checkout and leave. But Outside office option will be always there. If anyone is working on the field outside the office he can press that. There will be an option to add location and note once he is outside the office . and once he pressed it there will be an option called Back to Office. So the system is like suppose X entered the office at 9:00 Am. Went outside the office from 3pm. Returned to office at 4 pm, and checked out from office at 5pm. All these data will be recorded in his profile and HR Admin can access them.
3. Salary and Payroll Management :
Salary Structure : will contain details about monthly salary , bonus amounts , TADA allowance, etc.
Generate a pay slip for each Month
Deductible : This Section will have description and amount which is deducted from each month ( Will be added by HR admin. The employee can view it only)
4. Financial Reports/ Sales Report :
Agent Booth Name
Number of Account Opening
QR Onboarding
Card
Mobile Apps
No of FDR/Term Deposit
DPS
Today's Deposit
Loans
Today's Net Deposit
Total Deposit
Total number of Account
Total number of QR
Day End Closing Hand Cash
Day End Closing Mother Balance (Bank Balance)
these data will be updated daily daily basis by the field employees. These data are very important as we will pull various metrics from them in our finance dashboard. This is the only section which will be different for the employee category. The chain of command is :
Regional Head, Area Sales Manager, Union Sales Manager
They can see who are under their supervision in the teams section. For example a Area sales manager can see all the union sales manager under his supervision and also can input his own data, modify their data. And we can see the overall performance of him. The same with the regional head… we will maintain all this and the Admin of finance can view all these data and stats.
5. Tasks management :
In this section the supervisor can assign different tasks to the persons under him. He can give him weekly/monthly targets. Assign to different projects. And the employee can give updates on that and track progress.
6. Performance Report : In this section the employee can view different stats from his past month performance vs this month on different metrics from sales and finance sections. Achieved vs targeted data etc.
Human Resource Dashboard ( Admin) :
1. Offboarding/ Removing / Editing Employee data
2. Update Payrolls and payment Status of Employees
3. Check and update the Attendance of Employees ( entering each employee profile there could be a calender where we can view details)
4. Manage Leave Requests of Employee
5. Employee Performance Tracking and tasks managements ( can view and assign tasks )
6. Offer Letters & Onboarding Process – Issue contracts and policies to new hires.
7. Complaint & Issue Reporting System
Business Dev. Dashboard Admin :
1. Sales Report and Transaction reports of each invidual
2. Task & Project Management
3. Performance Reports & Insights
4. able to generate Monthly & Quarterly reports
others will be added later….
Accounting and Financial Dashboard (admin)
1. Make company balance sheet
2. Entry for company expenses, total revenue, earning etc.
3, Expenditure summary for each Booths/ agent points
4. Bank transactions data
5. Financial Forecasting & Budgeting
6. Tax Calculations & Deductions
7. Receivables & Outstanding Payments
8. Payroll & Employee Salary Disbursement
9 Budget Allocation
10. Office & Operational Expenses
11. Bank & Cash Flow Management
12. Department-Wise Budget Reports
indepth formula and data will be provided for each stats.
Key points :
1. Use Bangladesh Geo Coding for the regional , district, union employee location allocations
2. An Ultimate admin who can enter each module and enter edit view everything
3. the data will be given daily inputs. We need to produce weekly, monthly and yearly reports from it . Detailed things will be given from where we need to pull the data and produce what kind of reports.
1. Human Resources ( HR )
2. Business Development
3. Finance and Accounting Management
Total Roles :
Employees : Basic Employee (Business Head, Regional Head, Area Sales Manager, Union Sales Manager all will have same dashboards )
Admin Management : HR, Business Development, Finance Management , Main Admin
Basic Employee Dashboard :
The Following sections will be present in basic employee dashboards :
1. User Profile :
Full Name
Profile Picture
Employee ID / Staff Code
Date of Birth
Gender
Blood Group
Contact Number
Email Address
Emergency Contact Details
Job Title / Designation
Department (HR, Sales, IT, etc.)
Reporting Manager / Supervisor
Employee Type (Full-Time, Part-Time, Contract)
Employment Start Date
Work Location / Branch ( Bangladesh Geo Coding)
Shift Timing & Work Schedule
Agent Booth Name
2. Attendance and Leave Management system : Already discussed the details. There will be a running time clock( current time in bd) in the dashboard . It will have 2 options. Check in/Out of office. When an employee presses check in it will record that time. Then check in will convert to check out. And if he goes from the office he can press checkout and leave. But Outside office option will be always there. If anyone is working on the field outside the office he can press that. There will be an option to add location and note once he is outside the office . and once he pressed it there will be an option called Back to Office. So the system is like suppose X entered the office at 9:00 Am. Went outside the office from 3pm. Returned to office at 4 pm, and checked out from office at 5pm. All these data will be recorded in his profile and HR Admin can access them.
3. Salary and Payroll Management :
Salary Structure : will contain details about monthly salary , bonus amounts , TADA allowance, etc.
Generate a pay slip for each Month
Deductible : This Section will have description and amount which is deducted from each month ( Will be added by HR admin. The employee can view it only)
4. Financial Reports/ Sales Report :
Agent Booth Name
Number of Account Opening
QR Onboarding
Card
Mobile Apps
No of FDR/Term Deposit
DPS
Today's Deposit
Loans
Today's Net Deposit
Total Deposit
Total number of Account
Total number of QR
Day End Closing Hand Cash
Day End Closing Mother Balance (Bank Balance)
these data will be updated daily daily basis by the field employees. These data are very important as we will pull various metrics from them in our finance dashboard. This is the only section which will be different for the employee category. The chain of command is :
Regional Head, Area Sales Manager, Union Sales Manager
They can see who are under their supervision in the teams section. For example a Area sales manager can see all the union sales manager under his supervision and also can input his own data, modify their data. And we can see the overall performance of him. The same with the regional head… we will maintain all this and the Admin of finance can view all these data and stats.
5. Tasks management :
In this section the supervisor can assign different tasks to the persons under him. He can give him weekly/monthly targets. Assign to different projects. And the employee can give updates on that and track progress.
6. Performance Report : In this section the employee can view different stats from his past month performance vs this month on different metrics from sales and finance sections. Achieved vs targeted data etc.
Human Resource Dashboard ( Admin) :
1. Offboarding/ Removing / Editing Employee data
2. Update Payrolls and payment Status of Employees
3. Check and update the Attendance of Employees ( entering each employee profile there could be a calender where we can view details)
4. Manage Leave Requests of Employee
5. Employee Performance Tracking and tasks managements ( can view and assign tasks )
6. Offer Letters & Onboarding Process – Issue contracts and policies to new hires.
7. Complaint & Issue Reporting System
Business Dev. Dashboard Admin :
1. Sales Report and Transaction reports of each invidual
2. Task & Project Management
3. Performance Reports & Insights
4. able to generate Monthly & Quarterly reports
others will be added later….
Accounting and Financial Dashboard (admin)
1. Make company balance sheet
2. Entry for company expenses, total revenue, earning etc.
3, Expenditure summary for each Booths/ agent points
4. Bank transactions data
5. Financial Forecasting & Budgeting
6. Tax Calculations & Deductions
7. Receivables & Outstanding Payments
8. Payroll & Employee Salary Disbursement
9 Budget Allocation
10. Office & Operational Expenses
11. Bank & Cash Flow Management
12. Department-Wise Budget Reports
indepth formula and data will be provided for each stats.
Key points :
1. Use Bangladesh Geo Coding for the regional , district, union employee location allocations
2. An Ultimate admin who can enter each module and enter edit view everything
3. the data will be given daily inputs. We need to produce weekly, monthly and yearly reports from it . Detailed things will be given from where we need to pull the data and produce what kind of reports.