Lifecycle
Content
Associate Life Cycle Management Application
Viewership
TCS GE ISU associates
Purpose
Training of Associate LifeCycle Application tool
Owner
TCS GE DEG Team
Disclaimer
The document contains IP of Tata Consultancy Services Ltd. No part or portion of this document and its contents
can be used or reproduced, for anything other than as defined in the purpose of usage, without the prior approval of
the owner. Distribution of the document, any part or portion, outside the specified list of viewers has to be approved
by the owner.
Copyright © 2011 Tata Consultancy Services
Limited
TCS GE Confidential
1
Where, What , Why and How???
From Where I can Access ?
• Go to GEMatix HR and RMG application Entry to Exit
Life Cycle Management
Functionality of the Application ?
• Edit Associate portfolio
• View Resource Register
• Create Delegate
What life Cycle is all about and Why It is needed
?
• To track the details of the Associate under TCS-GE ISU.
How to use ?
• We’ll see in the coming screen - How to use.
2
From Where I Can Access ???
Go to GEMatix Home page
3
From Where I Can Access ???
Click on Entry to Exit link to
access the Application.
P.S. : Link is available under HR & RMG applications
4
From Where I Can Access ???
1: Click on
Lifecycle Mgmt
5
Functionality of Associate Life Cycle Application
Edit Associate Portfolio
• Where you can Search, Edit, Save and
Download into Excel the current details of
associate
View Resource Register
• Where you can Search, View and Download into
Excel the history details of associate
Create Delegate
• Where AM can create their own Delegate
6
What Life Cycle is all about…
Edit Associate
Portfolio
•
•
•
•
Search Associate by id/name
Update the details
Save the details
Download excel to view all current details at
once
1: Dynamic
Search with
Employee
ID/Name.
4: Save the
Changes
Go to
Associate
portfolio
Update
the
details
Verify the
details
given by
You
Search by
Associate
id /Name
Check the
check box
to edit
details
Save the
details
2: Check the
check box to edit
any record
5: Download excel
3: Update record for
selected Associate
to view all current
details at once
7
What Life Cycle is all about…
View Resource
Register
• It will show You History data of the Associates.
• It is not editable except with the Business SPOC login.
• Search by Associate id/name
• View
• Download excel to view all history details at once.
Search
Associate by
id/name to view
History details
Download all
the data in
excel sheet
1. Dynamic Search
with Employee
ID/Name
2. Download excel
to view all history
details at once
8
What Life Cycle is all about…
Create • Create Your
own delegate
Delegate
1: Auto populate
logged in user id
and Business
1
• Click on Create
Delegate Link
2
• Provide employee
id of Your Delegate
3
• Submit Data
2: Enter the employee
id of person whom
you want as your
Delegate
3: Submit the
Data
9
Why Life Cycle Needed ???
One roof to view all current details of
the Associate
One roof to view all history details of
the Associate
One place to update details of the
Associate
To get rid of manual activity
10
Roles and Responsibility ?
Account Manager
• Account Manager can search and update details of associate belongs to him/her.
• Can download all active data into excel.
• Can View the history details of an associate belongs to him/her.
• Can create their own delegate
• Can download the data into excel for the same
Delegate Account Manager
• Delegate Account Manager can search and update the details of an associate same
as Account Manager.
• Can download all active data into excel.
• Delegate Account Manager can view the History details of an associate same as
Account Manager.
• Can download the data into excel for the same.
Business SPOC
• Business SPOC can search and update details of an associate belongs to his/her
business.
• Can download all active data into excel.
• Can view the history details/update of an associate belongs to his/her business.
• Can download the data into excel for the same.
11
Roles and Responsibility ?
Delegate Business SPOC
• Delegate Business SPOC can view and update all the records for particular
business.
• Can download all active data into excel.
• Can View the history details of associate belongs to particular business.
• Can download the data into excel for the same.
Super Users
• Super Users can view and update record of any associate who belongs the TCS-GE
ISU by selecting the Account Manager from the dropdown.
• Can download the data into excel for the same records.
• Can view the History details of an associate belong to TCS-GE SU.
• Can download the History data into excel for whole TCS-GE ISU.
Delegate Super Users
• Delegate Super Users can view and update all the records for whole TCS-GE ISU by
selecting Account Manager from the dropdown.
• Can download the data into excel for the whole TCS-GE ISU.
• Can view the History details of an associate belong to TCS-GE SU.
• Can download the History data into excel for whole TCS-GE ISU.
12
Where and What Account Manager Can do?
Edit Associate
Portfolio
• Can view the current details of associates
belongs to him/her.
• Can download the data in excel for the same.
View Resource
Register
• Can view the history details of associates
belongs to him/her.
• Can download the data in excel for the same.
Create
Delegate
• Account Manager can create the delegate for
him/her self.
13
Where and What Delegate Account Manager
Can do ?
Edit
Associate
Portfolio
• Can view the details of associates for
corresponding Account Manager.
• Can download the data into excel for
the same.
View
Resource
Register
• Can view the history details for
corresponding Account Manager.
• Can download the data into excel for
the same.
14
Where and What Business SPOC’s Can do?
Edit
Associate
Portfolio
• Can view and update the details of associate under
any Account Manager for his/her business.
• Download the data into for whole business.
View
Resource
Register
• Can view/Update the history details of associates
under any Account Manager for his/her business.
• Can download the data into excel for whole business.
• If Associate is not coming in search. You can search it
through employee id.
15
Where and What Delegate Business SPOC’s
Can do?
Edit
Associate
Portfolio
• Can view and update the details of
associate under any Account Manager for
his/her business.
• Download the data into excel for whole
business.
View
Resource
Register
• Can view the history details of associates
under any Account Manager for his/her
business
• Can download the data into excel for
whole business.
16
Where and What Super Users Can do?
Edit
Associate
Portfolio
• Can view and update the details of all
the associates belongs to TCS-GE ISU
• Can download the data into excel for an
entire TCS-GE ISU .
View
Resource
Register
• Can view the history details of all the
associates belongs to TCS-GE ISU.
• Can download the data into excel for an
entire TCS-GE ISU.
17
How to use ?
Dynamic Search
with Employee ID
Click on excel icon to
view details of all the
Associate
1: Click on Edit
Associate Portfolio
2: Click on View
Resource Register
to view History.
3. Click on Create
Delegate to create
your own delegate
18
1
Edit Associate Portfolio
1: Check the
checkbox to
edit record
Associate ID, Name
gets auto-populated
Associate Type get autopopulated. It can be
either TCS Employee
or Sub Contractor.
Please provide
Associate’s AM id.
Select Super Business , Business
and Sub-Business names
(Mandatory fields) from the list of
values / drop down boxes
* Denotes mandatory fields
19
Edit Associate Portfolio
Note : On Search By Employee id You
will be able to view current and History
data on single screen
H denotes History data here
20
Edit Associate Portfolio
* Denotes mandatory fields
Select the
emeasure id.It
will auto
populate the
Project name
•
•
•
Auto Populate
on selection of
emeasure id
Shows the
current status
of the
associate
Select the
appropriate
option
Note: If someone is off-boarded from project, the expectation is that AM knows where he/she will be allocated immediately after off-boarding. If
there is any gap when project is being decided, full off-boarding (from GDC) operation has to be performed for that associate. AM can decide to
keep people tagged to an existing project and keep him/her non-billable.
One must be tagged to a project e-Measure or a generic e-Measure (like a SWON). Billable field can be selected as “Non-Billable”
in that case.
Associate Who do not have any emeasure id and waiting for project or from leadership team. Please select emeasure id as
(Business name+1234) ex: For GE Infrastructure Infra-1234.
21
Edit Associate Portfolio
By Default it is
Regular,
Please change
if required
Specify FP or
T&M
(Mandatory
field) from the
dropdown box
Select Location
Type from the
drop down box
Ex: GE-Site, GDC
Site , Others mandatory)
If Location type
is GDC. GDC
Location is
mandatory field
Auto Populate
from On Boarding
data. If not please
select the
appropriate
Auto Populate
from On Boarding
details. If not
please select the
appropriate
* Denotes mandatory fields
22
Edit Associate Portfolio
Specify valid 9
digit (numeric)
SSO ID. and
click on
validate button
On click of validate button, it
verifies the SSO ID and
then auto populates SSO ID
Creation Date and Sponsor
SSO details.
Auto Populate from
On Boarding
details. If not please
select the from
calendar.
Asset ID, Type, Shift ,Floor ,Unit ,Desk are
gets auto populate from On boarding
application. If details are not correct please
update the same.
If Location Type is GDC-Site then only Floor,
Desk and Building fields will be enabled.
Note : In the absence of SSO ID for any associate , user can enter blank (remove all spaces). On click of Validate button , system autopopulates null into SSO_ID Creation Date and Sponsor SSO fields.
* Denotes mandatory fields
23
Edit Associate Portfolio
Please provide
the contact #
of Associate
Please select the Off
boarding type and date. If
You are selecting status as
Off Boarded from Project
Please select the
appropriate Visa
type and visa expiry
date from drop down
and calendar resp.
SUBCONTRACTOR
APPROVAL Date gets
auto-populated if
Associate Type is a subcontractor.
BGC date is auto
populated from On
Boarding application and
non editable field
24
Edit Associate Portfolio
Annual Acknowledgement
Date is first AUG acceptance
date in the current financial
year and its auto populate
from AUG database
•
Note: PMM quiz clearance Date , AUG Sign Off Date, SIA sign Off ,Physical Access Creation date, Network Access creation date, GDC OnBoarding Date, Application security Trained status and Application security date all are Auto populate from Different schema like AUG, Entry
and Application security schema etc.
25
Edit Associate Portfolio
Co Employment
training date is auto
populated from co emp
DB and non editable
field.
AOR sign Off Date,
Resigned Status will
auto populate. When
exit is raised for
Associate.
Please insert Your
remark over here. If
there is some
exceptional case.
Last Updated at and
Record Last updated by
will show at which time
record updated last and by
whom respectively.
26
Edit Associate Portfolio
Click on Excel
download icon
to download the
data into excel
Click on Save
Changes button
to save the
details
Use exit management tool by clicking on Initiate Exit Process button if any associate :
•
•
•
•
•
Goes for long leave,
Transfer to other TCS branch,
Off-boarding from one business group to another (Ex: GE Corporate to GE Infra)
Off-Boarded from GDC
Conversion of BA as TCS employee etc.,
27
View Resource Register
• System shows multiple entries / rows for each associate. Data archived in the Resource Register screen only if
there was a change in the Resource Status field in ‘Edit Associate Portfolio’ screen
• Screen shows data on the basis of role. You have.
• If You are AM/Delegate Am, You will be able to view Associates under the AM.
• If You are Business SPOC/Delegate Business SPOC , You will be able to view data under Your Business.
• Click on Excel download icon to download the history data into excel
• If You are not able to view any record. Which You are suppose to. Please insert employee id in Search Associate
History field and click on Search Associate button.
28
Edit History Details
Step 1 :
Search associate id in view resource register tab
* Note : This functionality is only available for Business SPOCs.
29
Edit History Details
Step 2 :
Edit associate‘s details using different filters .
* Note : This functionality is only available for Business SPOCs.
30
Edit History Details
Step 3:
Find the correct eMeasure id using search eMeasure id search box
update the details and click on the save changes button.
* Note : This functionality is only available for Business SPOCs.
31
Upload and View Proofs Functionality
Access for the
functionality
• Available to all
the users of LC
tool ,who have
access to this
application .
Functionalities for
Active Records
•
•
•
•
Upload
Download
View
Delete
Functionalities for
History Records
• Download
• View
32
Link for upload and view functionality in LC tool
3 new columns are added for proofs upload functionality in LC active
and history records .
Documents
: Provides the link to view and upload documents .
Visa Proof Flag : Visa proof flag to indicate the current status of the record for proof upload.
SSO Proof Flag : SSO proof flag to indicate the current status of the record for proof upload.
‘Y’ : Proof Available ; ‘N’ : Proof not Available
33
How to Use the Functionality
Click on the ‘View/upload documents’ link to get the functionality for
a particular record , a new window is opened .
Browse the file to be uploaded
Upload
document
Delete the
incorrect
document.
Download / View documents
34
Some Questions ???
From Where Data
gets populate for
the first time?
• Once BGC/On Boarding process gets completed in Entry
Management Application Active Record for that Associate
flows into Life Cycle Management Application,
• Some details will automatically get populated :
Example: AUG, PMM QUIZ, RMG data etc
What and How I
need to insert
details?
• Most of the details automatically gets populated from
different schema.
• Maximum columns having dropdown features or calendar.
You have to select appropriate value from the given
dropdown.
Data is not available
of Associate under
any AM/Business?
• First confirm Entry workflow is completed for the Associate ?
• Is associate tagged to any AM and valid user as per RMG
data?.
• Exit record is not created for the Associate.
35
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Thank You
175
TCS GE Confidential
Light Green 50%Light Green 25%
Viewership
TCS GE ISU associates
Purpose
Training of Associate LifeCycle Application tool
Owner
TCS GE DEG Team
Disclaimer
The document contains IP of Tata Consultancy Services Ltd. No part or portion of this document and its contents
can be used or reproduced, for anything other than as defined in the purpose of usage, without the prior approval of
the owner. Distribution of the document, any part or portion, outside the specified list of viewers has to be approved
by the owner.
Copyright © 2011 Tata Consultancy Services
Limited
TCS GE Confidential
1
Where, What , Why and How???
From Where I can Access ?
• Go to GEMatix HR and RMG application Entry to Exit
Life Cycle Management
Functionality of the Application ?
• Edit Associate portfolio
• View Resource Register
• Create Delegate
What life Cycle is all about and Why It is needed
?
• To track the details of the Associate under TCS-GE ISU.
How to use ?
• We’ll see in the coming screen - How to use.
2
From Where I Can Access ???
Go to GEMatix Home page
3
From Where I Can Access ???
Click on Entry to Exit link to
access the Application.
P.S. : Link is available under HR & RMG applications
4
From Where I Can Access ???
1: Click on
Lifecycle Mgmt
5
Functionality of Associate Life Cycle Application
Edit Associate Portfolio
• Where you can Search, Edit, Save and
Download into Excel the current details of
associate
View Resource Register
• Where you can Search, View and Download into
Excel the history details of associate
Create Delegate
• Where AM can create their own Delegate
6
What Life Cycle is all about…
Edit Associate
Portfolio
•
•
•
•
Search Associate by id/name
Update the details
Save the details
Download excel to view all current details at
once
1: Dynamic
Search with
Employee
ID/Name.
4: Save the
Changes
Go to
Associate
portfolio
Update
the
details
Verify the
details
given by
You
Search by
Associate
id /Name
Check the
check box
to edit
details
Save the
details
2: Check the
check box to edit
any record
5: Download excel
3: Update record for
selected Associate
to view all current
details at once
7
What Life Cycle is all about…
View Resource
Register
• It will show You History data of the Associates.
• It is not editable except with the Business SPOC login.
• Search by Associate id/name
• View
• Download excel to view all history details at once.
Search
Associate by
id/name to view
History details
Download all
the data in
excel sheet
1. Dynamic Search
with Employee
ID/Name
2. Download excel
to view all history
details at once
8
What Life Cycle is all about…
Create • Create Your
own delegate
Delegate
1: Auto populate
logged in user id
and Business
1
• Click on Create
Delegate Link
2
• Provide employee
id of Your Delegate
3
• Submit Data
2: Enter the employee
id of person whom
you want as your
Delegate
3: Submit the
Data
9
Why Life Cycle Needed ???
One roof to view all current details of
the Associate
One roof to view all history details of
the Associate
One place to update details of the
Associate
To get rid of manual activity
10
Roles and Responsibility ?
Account Manager
• Account Manager can search and update details of associate belongs to him/her.
• Can download all active data into excel.
• Can View the history details of an associate belongs to him/her.
• Can create their own delegate
• Can download the data into excel for the same
Delegate Account Manager
• Delegate Account Manager can search and update the details of an associate same
as Account Manager.
• Can download all active data into excel.
• Delegate Account Manager can view the History details of an associate same as
Account Manager.
• Can download the data into excel for the same.
Business SPOC
• Business SPOC can search and update details of an associate belongs to his/her
business.
• Can download all active data into excel.
• Can view the history details/update of an associate belongs to his/her business.
• Can download the data into excel for the same.
11
Roles and Responsibility ?
Delegate Business SPOC
• Delegate Business SPOC can view and update all the records for particular
business.
• Can download all active data into excel.
• Can View the history details of associate belongs to particular business.
• Can download the data into excel for the same.
Super Users
• Super Users can view and update record of any associate who belongs the TCS-GE
ISU by selecting the Account Manager from the dropdown.
• Can download the data into excel for the same records.
• Can view the History details of an associate belong to TCS-GE SU.
• Can download the History data into excel for whole TCS-GE ISU.
Delegate Super Users
• Delegate Super Users can view and update all the records for whole TCS-GE ISU by
selecting Account Manager from the dropdown.
• Can download the data into excel for the whole TCS-GE ISU.
• Can view the History details of an associate belong to TCS-GE SU.
• Can download the History data into excel for whole TCS-GE ISU.
12
Where and What Account Manager Can do?
Edit Associate
Portfolio
• Can view the current details of associates
belongs to him/her.
• Can download the data in excel for the same.
View Resource
Register
• Can view the history details of associates
belongs to him/her.
• Can download the data in excel for the same.
Create
Delegate
• Account Manager can create the delegate for
him/her self.
13
Where and What Delegate Account Manager
Can do ?
Edit
Associate
Portfolio
• Can view the details of associates for
corresponding Account Manager.
• Can download the data into excel for
the same.
View
Resource
Register
• Can view the history details for
corresponding Account Manager.
• Can download the data into excel for
the same.
14
Where and What Business SPOC’s Can do?
Edit
Associate
Portfolio
• Can view and update the details of associate under
any Account Manager for his/her business.
• Download the data into for whole business.
View
Resource
Register
• Can view/Update the history details of associates
under any Account Manager for his/her business.
• Can download the data into excel for whole business.
• If Associate is not coming in search. You can search it
through employee id.
15
Where and What Delegate Business SPOC’s
Can do?
Edit
Associate
Portfolio
• Can view and update the details of
associate under any Account Manager for
his/her business.
• Download the data into excel for whole
business.
View
Resource
Register
• Can view the history details of associates
under any Account Manager for his/her
business
• Can download the data into excel for
whole business.
16
Where and What Super Users Can do?
Edit
Associate
Portfolio
• Can view and update the details of all
the associates belongs to TCS-GE ISU
• Can download the data into excel for an
entire TCS-GE ISU .
View
Resource
Register
• Can view the history details of all the
associates belongs to TCS-GE ISU.
• Can download the data into excel for an
entire TCS-GE ISU.
17
How to use ?
Dynamic Search
with Employee ID
Click on excel icon to
view details of all the
Associate
1: Click on Edit
Associate Portfolio
2: Click on View
Resource Register
to view History.
3. Click on Create
Delegate to create
your own delegate
18
1
Edit Associate Portfolio
1: Check the
checkbox to
edit record
Associate ID, Name
gets auto-populated
Associate Type get autopopulated. It can be
either TCS Employee
or Sub Contractor.
Please provide
Associate’s AM id.
Select Super Business , Business
and Sub-Business names
(Mandatory fields) from the list of
values / drop down boxes
* Denotes mandatory fields
19
Edit Associate Portfolio
Note : On Search By Employee id You
will be able to view current and History
data on single screen
H denotes History data here
20
Edit Associate Portfolio
* Denotes mandatory fields
Select the
emeasure id.It
will auto
populate the
Project name
•
•
•
Auto Populate
on selection of
emeasure id
Shows the
current status
of the
associate
Select the
appropriate
option
Note: If someone is off-boarded from project, the expectation is that AM knows where he/she will be allocated immediately after off-boarding. If
there is any gap when project is being decided, full off-boarding (from GDC) operation has to be performed for that associate. AM can decide to
keep people tagged to an existing project and keep him/her non-billable.
One must be tagged to a project e-Measure or a generic e-Measure (like a SWON). Billable field can be selected as “Non-Billable”
in that case.
Associate Who do not have any emeasure id and waiting for project or from leadership team. Please select emeasure id as
(Business name+1234) ex: For GE Infrastructure Infra-1234.
21
Edit Associate Portfolio
By Default it is
Regular,
Please change
if required
Specify FP or
T&M
(Mandatory
field) from the
dropdown box
Select Location
Type from the
drop down box
Ex: GE-Site, GDC
Site , Others mandatory)
If Location type
is GDC. GDC
Location is
mandatory field
Auto Populate
from On Boarding
data. If not please
select the
appropriate
Auto Populate
from On Boarding
details. If not
please select the
appropriate
* Denotes mandatory fields
22
Edit Associate Portfolio
Specify valid 9
digit (numeric)
SSO ID. and
click on
validate button
On click of validate button, it
verifies the SSO ID and
then auto populates SSO ID
Creation Date and Sponsor
SSO details.
Auto Populate from
On Boarding
details. If not please
select the from
calendar.
Asset ID, Type, Shift ,Floor ,Unit ,Desk are
gets auto populate from On boarding
application. If details are not correct please
update the same.
If Location Type is GDC-Site then only Floor,
Desk and Building fields will be enabled.
Note : In the absence of SSO ID for any associate , user can enter blank (remove all spaces). On click of Validate button , system autopopulates null into SSO_ID Creation Date and Sponsor SSO fields.
* Denotes mandatory fields
23
Edit Associate Portfolio
Please provide
the contact #
of Associate
Please select the Off
boarding type and date. If
You are selecting status as
Off Boarded from Project
Please select the
appropriate Visa
type and visa expiry
date from drop down
and calendar resp.
SUBCONTRACTOR
APPROVAL Date gets
auto-populated if
Associate Type is a subcontractor.
BGC date is auto
populated from On
Boarding application and
non editable field
24
Edit Associate Portfolio
Annual Acknowledgement
Date is first AUG acceptance
date in the current financial
year and its auto populate
from AUG database
•
Note: PMM quiz clearance Date , AUG Sign Off Date, SIA sign Off ,Physical Access Creation date, Network Access creation date, GDC OnBoarding Date, Application security Trained status and Application security date all are Auto populate from Different schema like AUG, Entry
and Application security schema etc.
25
Edit Associate Portfolio
Co Employment
training date is auto
populated from co emp
DB and non editable
field.
AOR sign Off Date,
Resigned Status will
auto populate. When
exit is raised for
Associate.
Please insert Your
remark over here. If
there is some
exceptional case.
Last Updated at and
Record Last updated by
will show at which time
record updated last and by
whom respectively.
26
Edit Associate Portfolio
Click on Excel
download icon
to download the
data into excel
Click on Save
Changes button
to save the
details
Use exit management tool by clicking on Initiate Exit Process button if any associate :
•
•
•
•
•
Goes for long leave,
Transfer to other TCS branch,
Off-boarding from one business group to another (Ex: GE Corporate to GE Infra)
Off-Boarded from GDC
Conversion of BA as TCS employee etc.,
27
View Resource Register
• System shows multiple entries / rows for each associate. Data archived in the Resource Register screen only if
there was a change in the Resource Status field in ‘Edit Associate Portfolio’ screen
• Screen shows data on the basis of role. You have.
• If You are AM/Delegate Am, You will be able to view Associates under the AM.
• If You are Business SPOC/Delegate Business SPOC , You will be able to view data under Your Business.
• Click on Excel download icon to download the history data into excel
• If You are not able to view any record. Which You are suppose to. Please insert employee id in Search Associate
History field and click on Search Associate button.
28
Edit History Details
Step 1 :
Search associate id in view resource register tab
* Note : This functionality is only available for Business SPOCs.
29
Edit History Details
Step 2 :
Edit associate‘s details using different filters .
* Note : This functionality is only available for Business SPOCs.
30
Edit History Details
Step 3:
Find the correct eMeasure id using search eMeasure id search box
update the details and click on the save changes button.
* Note : This functionality is only available for Business SPOCs.
31
Upload and View Proofs Functionality
Access for the
functionality
• Available to all
the users of LC
tool ,who have
access to this
application .
Functionalities for
Active Records
•
•
•
•
Upload
Download
View
Delete
Functionalities for
History Records
• Download
• View
32
Link for upload and view functionality in LC tool
3 new columns are added for proofs upload functionality in LC active
and history records .
Documents
: Provides the link to view and upload documents .
Visa Proof Flag : Visa proof flag to indicate the current status of the record for proof upload.
SSO Proof Flag : SSO proof flag to indicate the current status of the record for proof upload.
‘Y’ : Proof Available ; ‘N’ : Proof not Available
33
How to Use the Functionality
Click on the ‘View/upload documents’ link to get the functionality for
a particular record , a new window is opened .
Browse the file to be uploaded
Upload
document
Delete the
incorrect
document.
Download / View documents
34
Some Questions ???
From Where Data
gets populate for
the first time?
• Once BGC/On Boarding process gets completed in Entry
Management Application Active Record for that Associate
flows into Life Cycle Management Application,
• Some details will automatically get populated :
Example: AUG, PMM QUIZ, RMG data etc
What and How I
need to insert
details?
• Most of the details automatically gets populated from
different schema.
• Maximum columns having dropdown features or calendar.
You have to select appropriate value from the given
dropdown.
Data is not available
of Associate under
any AM/Business?
• First confirm Entry workflow is completed for the Associate ?
• Is associate tagged to any AM and valid user as per RMG
data?.
• Exit record is not created for the Associate.
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