www.charisma.ro www.totalsoft.ro Charisma HCM software (Human Capital Management) is the most powerful Human Resources management solution, adapted to the Romanian law, that covers both the critical areas of payroll and personnel management, as well as the strategic area of investments in the development of human capital. Thus, Charisma HCM software solves in a simple and user-friendly manner the great complexity of the human resources field, providing advanced functions for analysis of the employees' performance, competencies management, training planning or programs for training and tracking the career path within the organization.

1. Human Capital Management
Simple | Intuitive | Flexible | Complete

2. Main value
Organizes, simplifies and automates complex
processes and workflows;
Cross departmental automation and
organizational processes that cover multiple
departments;
Dramatically decrease operational costs and
improves employees' effiency;
Increases the company's agility and
competitiveness;
360 view over the performance indicators;
Increases customer loyality;
Collaborative working environment, focused on
satisfying business partners’ needs;
Updates and develops customers' business needs.
Management value
Provides key reports and analysis for executives to
run business;
Reports with the ability to go from high level to
low level detail;
Comprehensive insight from all departments and
systems;
Provides executive dashboards, on-spot quick
facts and real-time notifications.
Employee’s value
Clean and friendly user interface;
Commonly performed tasks can be automated;
Can provide data from other applications and
sources;
Can access various reports from the same
interface;
Provides technical support directly from the
application interface;
Provides development methods and tools for
business flows and entities directly from the
application.
Market value
In 2012, Charisma ERP was designated as one of
the 5 strongest European B2B solutions in the
"Enterprise Vertical Market Solution" segment.

3. In modern organizations, the
human capital replaces the
financial capital as a strategic
resource. The Human Resource
management overstepped the
simple administrative role, Charisma HCM is the most
becoming a key component in powerful Human Resources
maximizing the organization's management solution,
performance. adapted to the Romanian
law, that covers both the
critical areas of payroll and
Due to the continuously changing personnel management, as
competitive environment, the well as the strategic area of
main challenge is to maintain and investments in the
keep the loyalty of valuable development of human
employees who can make the capital. Thus, Charisma
difference between the company HCM solves in a simple and
and its competitors. Maintaining user-friendly manner the
the balance between the great complexity of the
employees' personal goals and the human resources field,
company's performance targets is providing advanced
essential for the success of any functions for analysis of the
organization, because motivation, employees' performance,
reward or the alignment of the competencies
employees to a healthy management, training
organizational culture, customer planning or programs for
success-oriented, determines and training and tracking the
directly affects the company's career path within the
financial performance. organization.
Charisma HCM is a complex system consisting in modules that cover
different human resources issues, that can work both as standalone or
integrated applications. The advantage of the solution's modularity is given
by the possibility to quickly adapt to the needs of any organization,
regardless its size or complexity. And, even more important, it can adapt to
the evolution of human resources, based on the dynamics of these
organizations.

4. Financial and Operational
Benefits
n compliance with the applicable law
Ensures security that ensure data privacy on 7 security levels.
You don't need to worry about the legal changes. This Thus you have the certitude that the sensitive data will
aspect is our sole responsibility; be available only for the employees with appropriate
access rights to this data, but also that general
The organization chart at a glance
n information can be accessed by all the employees,
The whole organizational structure is centralized and while relieving the HR personnel;
the roles, positions and responsibilities, as well as the
critical personnel information are accessible to the n data transfer with other information systems
Quick
authorized persons; Charisma HCM integrates with a large number of
financials-accounting systems or with other internal
Flexibility in payroll calculation
n applications that already run at the beneficiary, such as
You have the possibility to change the tariffs or rules PeopleSoft, Workday, ORACLE, SAP, SUN, Scala,
during a month, depending on the internal policy of MFGPro, Charisma ERP. The application enables
the organization; configurable imports/exports based on a dedicated
module that can work with different file formats - DBF,
Strategic support for the managerial decisions
n XML, XLS, XLSX, TXT, CSV, PDF, DOC, VSD, JPEG, Open
The solution allows various scenarios and forecasts for Office;
the accurate calibration of payroll investments or for
the development of headcount with the company's Reporting and display in many foreign languages
n
financial and business targets; Charisma HCM is perfectly adapted to multinational
companies. No matter if the interface is required in
n data privacy
Ensures English, French, German, Russian, Serbian or Polish,
The solution includes advanced levels of complete the solution provides the same complex reports in the
Charisma HCM is the solution preferred by
over 400 national and multinational
organizations in business fields such as
finance-banking, services, distribution, retail,
medical-pharmaceutical, manufacturing,
constructions, engineering, utilities, and
public institutions. Besides, Charisma HCM
manages the payroll of over 10% from the
active labor force in Romania, and calculates
over 25% from the aprox. 150,000 outsourced
payrolls.
4 5

5. required language with a single click; n notifications in advance
Alerts and
Expense tracking per cost centers
n You will not forget to congratulate your employees on
You can evaluate the investment efficiency in the their birthdays, you will know in advance about the
development of employee's competencies, the top persons whose contracts will terminate. You are able
performance areas and the areas that need to set up the alerts depending on any event of interest.
intervention of the HR team. The entire activity is The module enables e-mail notifications to distribution
tracked at cost center level, allowing the tracking of lists, such as the list with new employees in the
budget execution by various components, such as security or IT department;
training, assessments, compensations, benefits,
recruitment processes, etc. Thus, Charisma HCM n multiple, simultaneous configurations
Enables
provides an actual support in adjusting the efforts Charisma HCM provides the interest information
towards the areas with maximum impact on the depending o each single user's preferences. Thus, the
organization's growth; most system configurations can be performed by the
users. The solution includes a validation mechanism
Completely configurable complex, static or dynamic
n for data entry that does not allow wrong records into
reports the system.;
You can quickly access any information category in the
database, including statistic reports as graphics. Thus, Reduces the work time and optimizes the routine
n
you can assess at any time the dynamics of yours tasks
company's personnel or other performance indicators n
The self-service solution enables the participation of
specific to your company. Additionally, you can track employees and managers to certain human resources
the activity of the users, the changes made in the processes, such as employee satisfaction surveys,
system, viewed information or other actions complete 360º assessments, electronic leave requests,
performed by the users. The solution also provides but also various personal information, such as
centralized reports, in real time, at group level in case remaining holiday days.
of holdings;
Furthermore!
n operating on employee groups -
Enables
timesheets, bonuses, salary raises;
n automatic retrieval of individual
Enables
employment contracts, addenda or various
certificates;
n the automatic generation of addenda
Enables
depending on the depreciation of training period
provided by the company to its employees;
... and more.

6. Diferentiators
The largest community built around
n
a human resources management
software solution in Romania;
Possibility to visit international
n
reference customers;
Complex interfacing with third
n
party applications (SAP, PeopleSoft,
Workday, SUN, ORACLE, Scala,
MFGPro) The interfacing covers
both financial data and all types of
information on human resources -
payroll, personal data, contract
Services
Technical support data, timesheets;
Decreased reaction Additional developments on
n
time to any requests; demand, which prove our teams'
Permanent access to reaction speed and accuracy of their
Charisma consultants. results;
The most powerful training module
n
Implementation in Romania, capable to manage over
Data migration; 800,000 training classes per year, to
Integration with ensure a flow for obtaining training
external applications; needs form managers (including
Quick customization over 250 users), to allow the
of internal specific processes. logistics management but also the
monitoring of the training
Business consultancy processes;
Internal processes consultancy; Significant experience in the
n
Performance indicators and human resources management,
specific processes implementation. achieved after those over 400
implementations in complex
organizations of different sizes, in all
Training
business fields;
Internal courses for
application use;
Training workshops
for internal users;
Seminars for understanding
the benefits of HCM strategies.
6 7

7. n feature of document
Unique forms, leave requests,
management, that provides the certificates, etc.);
users with direct access to the A powerful and extremely
n
documents scanned and saved into configurable reporting engine -
the system (employment records, with Dashboard module, the system
employment contracts, degrees, provides the users with a complex
certifications, etc.), regardless the set of configurable reports and
location. The solution eliminates indicators;
the time needed to search them in Eliminating the redundant
n
the physical archive and to send recording in multiple HR systems –
them via different means; all software applications provided
Significantly reducing the number
n by the State for the submission of
of written documents of the HR the mandatory statements to the
department through a series of state authorities (REVISAL, IVG) can
unique features: be replaced by a single one -
n The automatic submission of Charisma HCM. This ensures the
pay slips in electronic format submission of all legal or mandatory
(online, e-mail or SMS), thus reports and statements that occur
eliminating the printing costs in relation with the State;
an the distribution time; Increasing the communication
n
n Electronic timesheets - efficiency by ensuring an Intranet
recording the timesheets with that, in addition to other similar
access - timesheet devices, solutions, allows for the data to be
automatically initiating the directly changed by the employees,
timesheet month and filling it according to the granted rights;
in by the managers; Configurable alerts and
n
n Eliminating written leave notifications, that can be sent via e-
requests by ensuring an mail or SMS;
approval flow of the leaves, Ensuring the compliance with the
n
based on hierarchical applicable law. In order not to
relationships; disrupt the company's operations,
n Replacing other written forms the legal changes are implemented
within the HR department with into the system in real time;
electronic forms (assessment

8. Features
Charisma HCM is an integrated system, n Resources module - covers
Human
consisting in distinct and perfectly all aspects related to the human
integrated modules, as well as an unique resources management, from
employee database, this structure defining a company's organization
significantly reducing data redundancy. to detailed information on
These modules can also operate on their employees, performance,
own, as standalone applications. professional education and
recruitment processes;
n module – a completely
Payroll
configurable module regarding the
calculation formulas, salary types,
benefits, bonuses, sick leaves,
annual leaves, check-offs;
nPortal module - a self-service
HCM
module within Charisma system that
has the main role to provide system
data to certain categories of
employees who are not able to
access the entire database;
n Management module –
Talent
covers the recruitment process,
allowing to record the potential
applicants (internal or external
applications) for the vacancies
within the company, to select the
applications according to criteria set
by user, to retrieve the applications
from the company's Website, in
case it has a specialized section;
8 9

9. Occupational Medicine module –
n Dashboard module – the business
n
manages the information about the intelligence solution dedicated to
employees' medical visits, the the HR department, that provides a
medical tests they took or should set of configurable indicators for the
take, as well as information about analysis and evolution of the
all their medical problems; department;
n – Timesheet module -
Access n module - includes the
Budgets
intended for controlling and logging required features to generate the
the access within the company for payroll budgets and headcount, as
the employed personnel and it well as different comparative
provides tools for logging the analysis reports;
arrival/leaving time, in order to Timesheet Clocking In module –
n
calculate the working hours; allows to review the employee's
n module - standard set of
Reports timesheets by the responsible
reports, as well as the possibility to manager;
retrieve from the database any Statements module - includes the
n
existing information as reports required features for loading,
adapted to each user's checking and generating the
requirements, the application statements to the state budget;
having a powerful report n module – manages the
Alerter
configuration module. In addition, system alerts and notifications;
any type of external application can n module– covers the whole
Training
be exported for further processing; training process ran within the
ITM module – generates the files
n company;
that should be submitted to the Expense Statements module - the
n
Territorial Working Inspectorates, Web interface the company needs
according to the applicable law. ITM for the efficient management of the
module can regularly generate the expense statement flows.
files related to the registry,
according to the specification
prepared by Labor Inspection;

10. Human Resources
The module dedicated to human
resources covers all aspects related
to the human resources
management, from defining a
company's organization to detailed
information on employees,
performance and their evolution,
professional education and
recruitment processes. The level of
detailing and organizing the
Financial and Operational Benefits information enables to use them in
a simple manner, in the format
Increase the employees' motivation requested by each company,
The module ensures a performance management of regardless its business field,
the regular assessment periods, providing employee complexity or size
transparency regarding the targets achievement, the
targeted competence level or further professional
development needs;
Improve the employees' performance
“Charisma HCM enables us to
The solution enables the management of training
manage 8,500 employees as a
programs depending on the needs of each employee,
whole; the communication between
as well as the department's, as they result from the
stores is accomplished quickly and
regular performance assessment processes;
safely. Moreover, the application
Quick access to updated information adapts to the requirements
The Human Resources department has quick access to determined by the accelerated
an unique database, updated in real time, that development of the company, thus
includes all the relevant information about the giving us real solutions.”
company's employees. In addition, the solution
provides the Human Resources department with the Carrefour
history of all information regarding the employees; Ana Dumitru,
Human Resources Director
Significant decrease of the operational costs
The Human Resources module significantly reduces
the time needed to generate legal documents such as
employment records, contracts, addenda, certificates,
etc - as well as the time needed to retrieve them.
10 11

11. Features
n the clear determination of the
Enables n Information about the project the
department structure and the employee is assigned to;
connections between them, also n the company's whole
Covers
ensuring the possibility to change them assessment process, regardless the
in the organizational structure of the assessment system used. The high
company; degree of configurability of the
n the hierarchical structure of
Manages application allows to define own
the company, allowing the generation of assessment criteria and methods, as well
four different types of organization as to implement standard schemes used
hierarchy that is automatically edited in the international practice;
from any of its nodes. The organization n the employees' assessments,
Records
hierarchy can be graphically generated proposed targets, as well as their
(Visio or other graphic format) without history, that are essential elements in
the need of other external applications; tracking the progress of employees'
n all human resources
Manages performance;
information that are grouped in distinct n trainings from various points of
Tracks
categories such as: views such as course structure,
n information (address,
Personal organizational details, costs associated to
marital status); each attendee or total costs;
n Information regarding education, n to generate budgets and
Enables
qualifications and certifications; forecasts regarding the expenses related
n information (salaries,
Financial to the employees' training;
benefits, medical insurance, bank n the possibility to change the
Ensures
account, associated costs); employee information in advance
n Information regarding the (contract changes regarding the
professional career path positions, base salary, rules);
(application, professional n the automatic retrieval of
Enables
experience, current position, individual employment contracts,
assessments, internal applications); addenda or various certificates;
n Information regarding the n the automatic generation of
Enables
employment contract, the addenda depending on the depreciation
employment record history; of training period provided by the
n Information regarding rest leaves company to its employees.
and sick leaves;

12. Payroll
Payroll module has been especially
designed to automate and facilitate
the payroll processes within
companies of different sizes or
complexity, regardless the business
field or the headcount. Its role is to
eliminate a great part of the time
consuming routine tasks that the
payroll calculation implies and also
to ensure this process accuracy.
Financial and Operational Benefits
Speed and accuracy in the payroll calculation
The module enables complex configurations that “We had just a few days to
address the payroll needs of national or multinational complete the data imports and give
companies of any size, as well as public institutions. salaries with Charisma. Even in
The solution generates both standard reports and these conditions, the wage
reports adapted to these organizations' needs, as well computation was extremely fair.”
as all the documents specific to this process;
Radison BLU
Total independence from legal changes
Roxana Prisăcariu,
The exceptional configurability of payroll calculation
Human Resource Specialist
formulas relieves you from the worries and
responsibilities related to legal changes. Leave this
task to Charisma solution;
High flexibility of payroll calculation approach
The module enables to change salaries or rules during
the month, providing the flexibility of any punctual
decision, without affecting the general payroll process
within the organization. Furthermore, you can access
a series of completely configurable reports that can be
generated in the format most convenient to the
company's needs;
Follows the privacy policies regarding the salaries
The module has the option to print the advance and
clearance pay slips on secured paper in order to follow
the most strict privacy policies regarding the salaries.
12 13

13. Features
n the base for the whole payroll
Ensures centers;
calculation process, while the application n the operation by employee sets
Enables
is completely parameterized regarding (e.g.: timesheets, bonuses, indexing, etc.);
the calculation formulas, salary types, pay n salary calculation according to
Ensures
rises, premiums (as fixed net or gross the conditions enforced by a holding
amount, in RON or in a foreign currency), structure of a company;
sick leaves, rest leaves, withholdings The possibility to plan the salary budget
n
(taxes due by the employee and by the by creating scenarios – hypothetical data
employer to state, other types of check- can be entered and then the new total
offs); costs or the costs per employee can be
n the gross salary calculation and
Enables viewed;
the taxes incurred by the company n automatic calculation of the
Ensures
starting with the net salary expressed in compensations for rest leaves and sick
RON or in any foreign currency (user- leaves;
defined); n the possibility to transfer the
Provides
n available all the standard reports
Makes salary and other incomes into a bank
specific to a payroll application, such as account;
payrolls for advance, clearance, sick Automatic generation of the accounting
n
leaves, rest leaves, pay slips, correlation notes, as well as payment orders;
checklists, summaries, salary expenses or n to keep a salary record in a
Enables
fiscal statements FF1 and FF2; multi-currency system;
n the salary calculation starting
Ensures n the possibility to report multiple
Provides
from the actual number of worked monthly statements regarding the
hours, recorded into the timesheet and payroll;
automatically transferred into the system; n reporting - is similar with
The initial
n the automatic transfer of debts
Enables the salary payment date for the
from one month to another and provides current month (e.g.: 25th of the
the ability to generate reports regarding calculation month);
their history, regardless the selected n The reporting at the end of the
period; month - where adjustments are
n to import and export data
Enables made according to the timesheet.
from/to other applications, to integrate
the application with other accounting The reporting after 5 working days from the
systems (PeopleSoft, ORACLE, SAP, SUN, end of the month - the period when the last
Workday, Scala, MFGPro, Charisma timesheet adjustments are made (e.g.: the
Enterprise, REVISAL, VERANEXE, IVG, medical certificates that were delivered late
DECLSOM); are recorded).
n expense tracking per cost
Ensures

14. HCM Portal
Defined as the Website of the
Human Resources department,
Portal HCM module plays an
important part in increasing the
transparency within the
organization, improving the
communication and motivation,
knowing the roles and
responsibilities but also other
personal information that can lay at
the basis of a healthy and
motivation-oriented culture,
commitment and responsibility of
the employees.
With Portal HCM module, TotalSoft
went beyond the traditional
features of a human resources
Financial and Operational Benefits
management system, developing a
Reduces the operational costs powerful and robust tool, accessible
The solution enables to eliminate the time needed by anytime and from anywhere via
Internet, empowering the
the HR personnel to run certain routine time
employees to get directly involved
consuming tasks such as leaves day calculation,
in various processes. The
requests for certificates, employee information
employees are able to enter certain
update. Another eliminated cost comes from the
data into the system, such as rest
significant reduction of paper needed for the
leaves, assessments, training plans,
operations ran by the Human Resources department. etc., thus relieving the human
resources department of time-
Increases the productivity of the Human Resources
consuming activities.
department
The module enables the publication and quick
adoption of new internal requirements and
“We have outsourced the payroll
regulations, and the facilitation of administrative tasks
services and we are delighted to
necessary for checking if the new regulations were
read. Furthermore, the product ensures quick control have chosen TotalSoft. The payroll
and access to information about the employees via process has been automated to a
Internet, anytime anywhere. large extent by implementing HCM
Portal interface. Now we have easy
Motivates and empowers the company's employees access to information and reports
By actively involving the managers and employees required to optimize the human
into complete 360-degree assessments, leave resources work.”
requests or other human resources processes, the
solution empowers the personnel and increases the
motivation by improving transparency,
BRD
communication and teamwork. Groupe Société Générale
Adela Jansen,
HR Executive Director 14 15

15. Features
The users who can access Portal HCM module
are split in many categories, depending on the The Manager
assigned rights: employees, managers, top Apart from the rights assigned to the
managers, as well as Human Resources employees, the manager can:
department users. The accounts and rights of n View certain information for all his/her
these users are validated by the Human subordinates: leave balance, timesheet,
Resources department. assessment results, training plans.
n or reject the requests initiated by
Approve
The company's employee his/her subordinates.
The company's employees can access public nassessments, training plans or career
Fill in
information made available by the Human path management for his/her
Resources department, and the operations subordinated employees.
he/she can perform are: ninformation about the results of
Fill in
n Accessing the news within the company interviews he/she attends regarding the
(e.g.: team building, training or applicants who are to be employed on
recruitment sessions, new colleagues, subordinated positions.
announcing the employees of the month,
etc.); The Top Manager
n Accessing the forms used within the Apart from the rights assigned to the
company; mangers, the management personnel is able
n Accessing public information about the to access the organization charts and
active employees within the company, statistical managerial reports. Also, they have
enabling the access to each employee's a dashboard including information about the
personal pages but also to information personnel turnover and the employee
such as phone number, e-mail, office expenses, split by companies, business units
location etc.; or cost centers.
n Simulating the salary calculation, from
gross to net and from net to gross salary, The person who enters the timesheet on the
with all the employee's and the Web
employer's taxes; He/She has similar rights as the employee,
n requests to the Human Resources
Sending but can additionally enter the timesheets of
department; the employees he/she is assigned to;
n Initiating flows such as rest leave requests,
requests for certificates, etc. The employee in the Human Resources
n Changing certain personal data (address, department
personal documents, marital status) if The employees in the Human Resources
these rights are configured. department have access to the specific
n Self-assessment, by filling in rates for each legislation section for the human resources
task/target/competence, depending on management that is regularly updated
the assessment model configured by the through version upgrade or by providing a
Human Resources department. Web service.

16. Talent Management
The talent management is a
complex process that involves the
identification of the most suitable
candidate for supporting the
organization's targets. In a labor
market where fluctuations and
major changes occur in a very short
time, the recruitment process has
earned an essential place in the
human resource strategy of the
company because it allows
attracting key competencies and
skills for its development.
Efficiently managing a very large
resume database, recording the
potential internal and external
candidates, selecting the applicants
by well determined criteria and
Financial and Operational Benefits automatically retrieving from the
system the resumes posted on the
Increases the productivity of the recruitment activity
company's Website or on third
The application allows quick access to detail, correct
party Websites is the base of the
and updated information about applicants, thus recruitment process. A software
eliminating the time wasted for searching into large solution that covers all these
resume databases and the redundant tasks; features is essential for the human
resources professionals because it
Identify the best candidate for the organization relieves them from the routine
The solution provides the Human Resources tasks, while being able to focus on
department with all the information regarding the the key elements of the recruitment
experience and skills of the applicant, placing him/her process: selection, interview,
in the center of the recruitment process; negotiation.
Reduces and eliminates the routine tasks
The application eliminates recording data and sending
“Charisma HCM gives us a very
replies, allowing to focus on the key elements of the
clear record of the trainings we
recruitment process. selection, interview, negotiation;
organize, the people involved, the
Ensures tracking the applicants during the entire history, costs and assessments. We
recruitment process can analyze easier the employee’s
The internal customers of the recruitment process can flow and what to do to keep and use
view any time the recruitment status, the candidate him at full potential.”
shortlist, their profiles, providing quick access to each
applicant history. Vel Pitar
Florin Tătaru,
Human Resources National Director
16 17

17. Features
The automatic forwarding of resumes
n portal / email about the vacancies at a
posted on the Website in the certain moment (the list of the jobs on
recruitment module after an offline the Internet can differ from the list on
preliminary validation. In case the the Intranet);
applicant already has a resume in the The possibility to define projects only
n
database and applies for a new job, for the external or internal applicants,
his/her resume is not recorded once or mixed projects that can be applied
again in the database, but, after its both by external and internal applicants;
validation, is forwarded to that position; The internal applicants are able to track
n
n the import of resumes coming
Allows the status of their application until the
from other sources such as specialized end of the project; they receive
Websites and recruitment agencies; notifications about the interviews and
n the update of resumes already
Allows their results;
recorded into the system by providing For internal recruitment, certain data in
n
the possibility of loading the resume into the human resources and payroll
the system as a document (.doc, .pdf or modules can be automatically accessed
scanned image); by the recruitment team (e.g. the
n the advanced search option by
Enables current benefit package);
compose criteria or attributes: foreign n automatic retrieval of resumes
Allows
language level, experience); from eJobs, BestJobs;
n applicant data transfer into the
Ensures The possibility to define preliminary
n
"employee" section (in case the selection criteria;
applicants become employees of the n a complete set of documents
Ensures
company) with a simple check of an and indicators specific to the
option; recruitment:
n defining the recruitment
Allows n The resume – print version;
projects/sessions: project start date, n The offer for the applicant;
deadline for resumes, project n The number of applications by
commission; origin source;
Automatically manages the available
n n The duration of the recruitment
jobs and the number of vacancies process by project (intermediate
taking into account the vacancies at a durations of subprocesses:
certain moment, but also the occupied interviews, selections, etc.);
positions; n Estimate of the recruitment process
n the costs of the recruitment
Reduces duration based on the history – for
process: recruitment fees, job fairs' a certain position;
attendance fee, recruitment advertising n The number of applicants selected
fees; for the interview;
n the automatic notification on
Allows n for response letter.
Form

18. Occupational Medicine
The occupational medicine is a
mandatory step both for the new
employee and for the employer.
This medical examination should be
done both at the moment of
employment and later on, with a
certain periodicity determined
according to the specific work
conditions. Keeping an exact track
of medical visits, medical tests and
the results of the performed
medical tests is essential in
following the company's obligations
regarding the occupational
medicine.
Financial and Operational Benefits
Decreasing the cross-operational costs
By permanently monitoring the health condition of “We considered several applications
the employees, as well as taking regular medical for human resources management
exams, the occupational medicine module prevents and payroll but Charisma HCM was
professional diseases, while reducing the number of the best response to our needs for a
sick leave days; configured employee; also, it proved
to be a valuable, flexible and well
Control and transparency of the operations regarding
structured tool.”
occupational medicine
The solution ensures an unique, complete, updated
database regarding the information directly related to ING Bank
the occupational medicine. Thus, keeping a history of Manuela Dragomir,
all the incidents and making decisions to prevent Director, Head of Human Resources
them based on this history leads to the reduction and
prevention of further working accidents for the
future;
Reducing the time needed to run the occupational
medicine operations
The module includes advanced features for quick
recording, monitoring and reporting of all specific
information. These features enable the company to
quickly act in view of retaking the expired medical
tests of the employees by automatic notifications.
18 19

19. Features
Manages information about the
n ntime, and place of the
Date,
medical visits of the employees, about working accident;
the medical tests they have taken or n accident;
type of
should take, as well as the medical the consequences of the working
n
problems they have; accident;
Monitors the health condition of the
n n regarding injuries;
details
employees, thus preventing professional n (first aid methods list);
first-aid
diseases; n of the accident;
causes
Manages medical exams at the time of
n description of the accident;
n
employment, medical exams for circumstances of the accident;
n
adaptation, regular medical exams and hospitalization and the inspector
n
medical exams for resuming the activity; who prepares the report;
n sets of medical tests that can be
Defines n the track of medical exams and
Keeps
attached to employee groups, directly to employees' diseases, by recording the
employees or by their positions; following information:
n all the information related to
Records n risk name (risks list);
the medical tests: the date and the n required medical exam and
medical clinic where they were taken, periodicity of the medical exam;
the validity end date and their status; nname, and code of the
type,
n to set up lists and sets of
Allows medical condition;
medical tests, medical clinics and status n the medical exam;
date of
of the medical tests, while these can be n recommendation;
medical
expanded or restricted when needed; n end date;
validity
Automatically notifies the validity end
n n the result of the medical exam -
date of employees’ medical tests, as whether the employee is fit to work
well as the list of medical tests that or not;
have to be taken by certain employees; Generates simple or complex reports
n
n the track of the working
Keeps based on the information within this
accidents, providing the possibility to module.
monitor the following information
regarding working accidents:

20. Acces - Timesheet
At present time, the largest HR
expenses at company level are
directly or indirectly allocated to
tracking and centralizing the
employees' working hours. In
addition, eliminating human errors
in recording the worked hours can
lead to a significant reduction of
errors in the payroll calculation.
On the other hand, ensuring a
Financial and Operational Benefits secure access within any company
Reduces the time needed to record and review the has major implications on the safety
of employees and controlling the
timesheets with up to 80%
personnel flow. The solution that
The review of a timesheet lasts about 6 minutes. This
manages to cover these processes
time can be reduced to approximate one minute with
by providing security and control
an automatic system; and also recording the arrival and
exit hours to/from the institution is
Significantly reduces the operational costs
a permanent element within a
By reducing the time needed for the salary calculation
company. Access - Timesheet
based on the timesheets or reducing the time needed module matches exactly this role,
to assign the time shifts to employees, Charisma and is intended to control and
significantly reduces the operational costs, while record the access of the personnel
improving the company's efficiency; within the company, and to provide
the tools for recording the
Reduces errors regarding the free hours recording arrival/exit hours with the purpose
The solution minimizes the factors that affect the of calculating the working hours.
normal working hours, such as extended lunch,
delays, leavings before the end of working hours that
can reach up to 4.08 hours per week, according to the
„By outsourcing our services to
American Payroll Association. The system highlights
TotalSoft we streamlined the entire
and records delays, absences, as well as incorrect
human resources & payroll activity
entries;
at a much higher level of quality
Overview of the costs, revenues and profitability while achieving a significant cost
The solution enables comparing the working volume reduction for management.”
with the salary budgets both at company level and
project, department, cost center or customer level. URSUS Breweries
You can perform regular, detail performance analysis Alina Sîrbu
such as worked hours vs. standard working hours, HR Manager
billable hours vs. spent hours.
20 21

21. Features
Provides an electronic timesheet for all
n n defining timesheet devices by
Ensures
the employees - when entering the entering their name (for easy
company or when accessing certain localization), entering the device type
areas, each employee uses an access (access and/or timesheet), working
card inserted into a card reader that hours, access area, device status;
records the card code and saves n assigning and unassigning the
Ensures
information such as date and time of the magnetic / proximity cards of the
passing; employees - any assigned card, once
n downloading the data recorded
Allows passed through the device, is identified
by the access-timesheet devices by the program as belonging to a certain
(manually or automatically) to the employee;
computer and these can be interpreted n updating (adding, changing,
Ensures
and shown as reports regarding the deleting) of time shifts;
employees' attendance; n assigning/re-assigning time
Allows
n the data by defining user
Secures shifts to employees;
hierarchies; n the validation of the
Ensures
n setting up parameters that can
Allows information processed by the program:
be used to calculate the worked hours: employee's brand, first name, name,
arrival tolerance, rounding up to a timesheet date, arrival time, exit time,
complete hour, implicit worked hours delay, advance, time shift, number of
and additional hours, maximum allowed worked hours, type of worked hours,
number of hours, allowed pause or every employee's arrival-exit pairs;
ignored minutes; Separately records the overtime, the
n
Introduces filters for quick selection and
n advances or the delays of the employee,
search such as: brand, name, the module also allowing the correction
department, location, date or hour of errors recorded by the devices;
types; n a general validation by type of
Ensures
n setting the lists with: access
Allows worked hours, being able to correct the
areas, device working hours, enter, exit worked hours through changes applied
or mixed time schedules for each device, to an employee or employee group.
device statuses, types of worked hours,
special days;

22. Reports
One of the main challenges of the
Human Resources department is to
retrieve from the entire database
reports and statements that
highlight the progress and dynamics
of human resources, salary budget,
hours actually worked by the
company's employees, competence
progress, time budget assigned to
internal or external training courses
or the efficiency of investments in
the headcount development. The
lack of a powerful reporting engine
decreases with almost 50% the
efficiency of an information system
that would strictly limit itself to
record some data into the system.
“When I signed the project, we
chose 17 reports and now we have
over 80 and their number continues
Financial and Operational Benefits to grow as people discover the
features of the application.
Ensures a comprehensive view on the dynamics of
Interestingly, over 50% out of these
the Human Resources department;
were created by ourselves according
Quickly generates any report regarding the to the situations we faced.”
operations of the Human Resources department,
whether we are talking about payroll, employee
data, timesheet; Ţiriac Management
Alexandru Cârstoiu,
Ensures analyzing key indicators and measuring Technical Project Manager
department's efficiency and performance;
Eliminates human errors from the reporting process
and provides a correct updated view of the human
resources status within the company.
22 23

23. Features
n easy and fast generation of a
Allows n - Timesheet reports
Access
complex set of standard reports where Shift attendance report;
n
the main reports are: The report regarding the travels
n
n resources reports
Human outside the company (private or
n The updated list of employees; personal);
n The planning of annual rest leaves; n The employee attendance report by
n Individual employment contracts; department, profit/cost center;
n Addendums; n The global working hours;
n Promotion reports; n Monthly reports;
n Employee training plan; n Individual timesheet record.;
n Assessment record; n the retrieving from the database
Enables
n Personal record; of any existing information as reports
n Title and salary history; adapted to each user's requirements;
n Turnover report; Provides a powerful report
n
n Headcount report; configuration module; the shape and
n of service certificates;
Length content of the report can be configured
n reports
Payroll with only a few clicks;
n registry;
Payroll n the export of reports to any
Allows
n Payrolls; other type of external application for
n certificates;
Medical further processing;
n Withholding list; n to extremely easy and quick
Allows
n Sick leave payrolls; select the information from the
n Pay slips; database, and this can be done by any
n statements;
Health trained user of the application.
n statements.
FNUASS

24. ITM
One of the main responsibilities of
the Human Resources department
is to manage all the documents and
reports required by the state but
also to maintain their compliance
with the applicable law. This
process does not accept human
errors; any document or report in a
different format other than the one
required by the state or that does
not include certain usual
information can lead to the
rejection of the reporting and thus
to the increase of time and costs
allocated to this process.
Financial and Operational Benefits
Significantly reducing the time needed to report to
ITM
The solution automatically generates the reports and
instantly identifies any change registered from one “The database is unique and
month to the next, alerting the Human Resources therefore accessible from any
department and thus preventing the useless location, but we do the
consumption of time, energy and money for the re- configurations at the headquarters,
generation of the reports; so that colleagues across the
country cannot intervene. It is a real
Eliminating human errors advantage because we are not
Thanks to the automation of the reporting process, forced to deal with inconsistencies
any inconsistency identified in the employee data is anymore.”
removed and notified to the decision factors.
Additionally, the module removes the errors occurred
as a result of legal changes, thus ensuring the
Continental Hotels
compliance with the applicable law. All the legal Iulia Hurdubeţiu,
updates are done in real time; Director HR
Overview on all the reports to ITM
The history of all the reports to ITM can be viewed
any time. The product provides advanced search
filters, enabling to find the needed information and to
minimize the routine time consuming tasks.
24 25

25. Features
Generating all the files that must be
n generated, including their related own
submitted to Territorial Working data;
Inspectorates, according to the n files checking - certain checking
Allows
applicable law (e.g. the registry in keys are provided, and the files will be
electronic format); generated only after the validation of all
Regularly generating the files related to
n the checking keys by the system;
the registry, according to the n printing the inconsistencies or
Ensures
specifications issued by Labor data that do not comply with the ITM
Inspection; specifications by using the report "Error
Exclusively generating files that include
n list" (e.g. checks if the employee's city
the changes occurred in the personal has a valid SIRUTA code or if the contract
data or the employees' contracts, as well termination reason complies with the list
as in the new employees' data - this is in the specifications);
possible thanks to the option to Generates a series of configurable
n
compare the data of the current reports that include the data reported to
situation with those of the last reporting the Territorial Working Inspectorate;
to Territorial Working Inspectorate; n information security by
Ensures
Defining different employers that can
n configuring user rights related to
be mapped to legal entities, locations, accessing and processing the data
business units or other organizations regarding all the employees or only
defined in Charisma HCM, individual certain employees.
records for every employer will be

26. Budgets
First of all, creating the budget
means planning the activities and
resources required for achieving the
business targets, an essential
element in reaching the desired
result. The lack of a tool to facilitate
the defining, planning and control of
the budgets on certain periods of
time can deprive the company of the
possibility to identify the cost
effective opportunities on time, as
well as a consistent view of the
financial and operational activity any
time.
Budgets module provides all the
necessary features to generate the
budgets for the Human Resources
Financial and Operational Benefits departments, starting from planning
the critical actions required to
Reduces the time assigned to routine tasks support the strategic targets, such as
Budgets module provides useful real time reports and ensuring the competencies, and
information, instantly offering all the information assessment and performance plans,
needed to create, compare and assess the efficiency to the operational tasks required to
in executing the budgets specific to Human Resources ensure human resources, trainings
departments. Thanks to centralizing the information or personnel payroll and
management.
into a single database, the personnel in Human
Resources departments saves important time, and is
able to focus more on efficient task;. “From my point of view, an
extremely important advantage
Reduces the operational costs
obtained after the Charisma
The module eliminates the involvement of many
implementation is the organizational
people in collecting the information and creating
chart which is updated daily, and I
updated reports and statements, thus eliminating
don’t mean the simple picture itself,
redundant and manual work occurred as a result of
but the position for each person in
the simultaneous use of multiple applications;
the company as a cost center with
Reduces the data migration costs the entire corresponding history in
Budgets module is an integrated part of an integrated the background.”
system, Charisma HCM, enabling the quick data
migration.
Alexandrion Grup Romania
Mihaela Ciufecu, Legal Director
26 27

27. Features
n the configuration of budget
Enables total employee cost, location);
items - taxes, headcount, salary raises, n report for budget item
Annual
special clauses; variations (headcount, salaries,
n budgets at employee level –
Ensures bonuses, exchange rate);
ensures budgets on each HC, cost center, Next year budget vs. previous year
n
company, brand, location for each budget;
month of the budget year; n year budget vs. current
Current
n a complete set of specific
Ensures expenses;
reports: Next year budget vs. current
n
n for a budget year
Report expenses.
(headcount, CC, title, taxes,
premiums, monthly base salary,

28. Dashboard
One of the main challenges of the
Human Resources department is to
retrieve from the entire database
some updated reports and
statements that accurately highlight
the progress and dynamics of
human resources, payroll budget,
and also the hours actually worked
by the company's employees.
Dashboard module is a powerful
business intelligence solution,
especially designed to achieve
relevant figures for the HR
departments in organizations of any
size or complexity. The module
monitors the operations and
efficiency of the company's
headcount through a set of
completely configurable financial or
non-financial indicators, that cover
all the aspects regarding the
employee status, the headcount
progress, the turnover on
hierarchical levels, the dynamics of
internal personnel turnover, the
headcount investments, the
efficiency of training programs and
other indicators specific to the
modern Human Resources
Financial and Operational Benefits departments.
Provides an overview
The module enables the analysis of key indicators,
providing a clear view based on updated information “Now I am able to respond to the
about the dynamics of human resources in management’s requests with any
organizations of any size or complexity; type of report within 10 minutes,
considering also the time needed for
Reduces the time needed to get an updated status
formatting.”
The module enables to quickly generate and access
numerous reports regarding the efficiency of the
Human Resources department; Euroweb Romania
Raluca Neculae,
Eliminates human errors in the assessment process Human Resource Director,
The system provides users with updated, relevant,
detail, and real-time information.
28 29

29. Features
Provides recording, viewing, editing and
n and departments. This indicator can
deleting the data for the current year, be calculated by closed months;
based on which reports are issued; n The dynamics of the internal
n to calculate indicators or group
Enables personnel turnover for each
of indicators based on the input data; department: final number of
n closing the months by using the
Enables employees leaving the company,
option “Close month”; after this transfers between departments,
command, the values are displayed in promotions, suspensions, transfers
reports (these values can no longer be within the departments. This
modified); indicator can be calculated by
Provides users with:
n closed months;
ndata and KPIs for the current
Input n to identify the indicators by
Enables
year and grouped by closed name, label, group they belong to;
months; Retrieves the information that
n
n Analyzing the headcount current represent the basis for calculating the
status, calculated both as HC (total system indicators, based on forms -
headcount), as well as FTE (the changing the data automatically leads to
employees as fulltime equivalent). updating the indicator values;
The analysis can be shown by n adding new indicators according
Enables
departments and company; to the organization's specific needs;
n Monitoring the headcount n the configuration of
Enables
evolution for the current year, departments for which the data will be
calculated both as HC (total calculated and presented in reports;
headcount), as well as FTE (the n the configuration of reasons
Enables
employees as fulltime equivalent) based on which an employee is
and by closed months; promoted or transferred;
n Turnover status (number of Provides own standard and configurable
n
employees leaving the reports.
company/HC) on hierarchical levels

30. Statements
One of the main responsibilities of
the Human Resources department
is to manage all the documents and
reports required by the state but
also to maintain their compliance
with the applicable law. This
process does not accept human
errors; any document or report in a
different format other than that
provided by the state or that does
not include certain usual
information can lead to the
rejection of the reporting and thus
to the increase of time allocated to
this process.
The module allows the automatic
generation of the Statement 112
(XML file) that is sent to the ANAF
validation program. It can also
generate a PDF file with electronic
signature.
“ The automatic calculation of sick
Financial and Operational Benefits leaves is a great advantage, and
Significantly reduces the time needed to generate also that we have implemented
reports for the state budget real-time legislative changes.
Automatically generates the reports and instantly Reducing so much time needed for
identifies the changes registered from one month to the accomplishment of these
the next; activities, we can now focus on staff
development activities.”
Eliminates human errors in the reporting process
Thanks to retrieving the data directly from the system Compania de Librării Bucureşti
database that includes the updated status of the Liliana Niţu,
organization, the product eliminates the potential HR Manager
human errors that occur in the process of manually
transferring the information from one system to the
other;
Eliminates the errors occurred due to legal changes
The module ensures the compliance with the
applicable law; the legal updates are done in real-
time, without disrupting the company's operations.
30 31

31. Features
nfile checking – certain keys for
Allows wage, death grant) and also the update
validation are provided, the system can for calculus expressions (CAS capped at 5
generate the files only after the average economy wages);
validation of all the security keys is done; n mapping between the
Ensures
n the viewing, printing and
Ensures configured elements for each database
generation of the file in the required and reporting elements from the
format as stipulated by law; Statement 112;
nthe generation of the amending
Allows n information security through
Provides
statement (as instructed, the statement user rights configuration with focus on
will contain information for all the access and processing data for all
company’s employees, but it will be employees or for only certain employers;
marked with an amendment code); nstatements archiving, the user
Allows
n the upgrade of certain calculus
Provides can always access the statements
elements (minimum wage, average submitted in the past months.

32. Training
The specialization and development
of competencies is one of the main
non-financial elements of
motivating the employees.
Furthermore, the training has
become a necessity, a mandatory
task for the healthy long term
development of the company. The
reasons for which the Human
Resources departments in large
organizations or in emerging
Financial and Operational Benefits companies resort to specialized
courses are based on identifying
Provides centralized control of the training plan their own organizational needs. Due
The module allows defining a configurable format for to these reasons, training is one of
the most profitable investments, as
the training plan at organization level, as well as the
one can have the certitude that it
appropriate filling in with data about the training
can be found in the quality of
demand and offer. Furthermore, the product manages
people and in the compliance with
all the aspects related to logistics, planning, data the company's professional
consolidation, developing an efficient process in what standards.
regards quality, costs and deadlines;
The training module ensures the
Decreases the response time to training requests increasing of efficiency of all the
The module automates the training process, enabling training operations, beginning with
much faster information transfer between the internal process of planning the training
customers and the Human Resources department and needs for every employee, team or
enabling access to an updated database of employee department, assessing the best
competencies, already taken courses, suppliers and training programs and their
suppliers, centralizing the training
training programs. Thus, the reaction time of the HR
periods, the effective execution and
department to any training request from the
the assessment of the results. The
organization significantly decreases;
module is a basic part of Charisma
HCM suite, having major impact on
Optimizes the training process
managing the talents and
The module provides monitoring and reporting tools
competencies of the organization.
regarding the training process, allowing the
identification of weaknesses and their remedies;
Reduces the administrative tasks
Enables to spend more time on strategic operations,
by automating many routine tasks involved in the
training process ran at company level.
32 33