On-the-Job Training Report

Ormoc, Leyte

July 4-7, 2017

POS Training at Cellworks (July 4, 2017)

Branch Managers were trained on how to use the POS machine and of the whole POs process especially
the tendering of sales transactions and the different types of payments for these transactions, end-of-
day report generation, determination of the stock on hand, drawer change, and other POS functions.

Together with the branch managers, I was also trained of the most used POS functions, in order to
familiarize all the options available for each corresponding transaction. However, as observed, the most
integral part of the whole process is the tendering of the sales transaction, including the selection of the
item/s purchased, the correctness of the selling price, the inputting of the discount/s if there is/are, and
the determination of the type/mode of payment whether cash, card, check, or the combination of two
or all of them.

Upon cutoff, an end-of-day report will be generated and sent to Head Office to submit the summary of
the sales made for the day. Inventory of items is also done after cutoff to compare the actual items on
hand to what is the inventory balance in the system, which can be easily located in the shown POS
functions.

Lastly, a drawer change should be done every after shift to ensure that only the corresponding sales of
the assigned cashier will be accounted for. If there are more than one cashier assigned for the day, then
there should also be more than one drawer change done.

ERP Training at ESE Auto Parts Supply (July 5, 2017)

ESE employees were trained to use the ERP system -- from Procurement, to Receiving, and until Payment
and from Sales Order, to Delivery, and to Collection of payment.

I was also trained by sir Aaron Blanquisco of the most crucial functions of the ERP system and upon
familiarizing the most integral functions, I was assigned to train the other employees.

The training focused on the Suppliers and Payables and the Customers and Receivables functions of the
ERP System.

Procurement starts from the creation of the purchase requisition, specifying all the items to be ordered,
their quantities, and the reason of such request. This will be sent to the authorized approver in order to
proceed to canvassing. However, client may choose to disable the approving process depending on their
policy or in which part do they think that pre-approval is necessary. When the PR is approved, the
requester may proceed to canvassing system suggests a list of suppliers and the prices that they offer
to the requested item. Requester then chooses the supplier, depending on the price, the availability and
the expected delivery period of the items requested.
A PO is automatically generated by the system after the canvassing details are approved by the
authorized/assigned approver. Client then waits for the delivery of the items then receives them in the
system.

After receiving, a voucher is automatically created for the amount payable of the items ordered. It goes
through the assigned accounting personnel to further process the payment. Final output is the check,
which is ready for releasing to supplier.

Another part focused was the creation of the sales order and the sales invoice. Inputting of details
including the items ordered by the customer, their quantity and their unit price is necessary to proceed
from one step to another. It is also necessary to determine the correct customer name in order to charge
the ordered items to the customer who ordered such. The system prompts the user if the customer is
above its credit limit with this, user cannot proceed to the next process. However, if the assigned
approver overrides such matter, then the sales to the customer will continue. Approval of
assigned/authorized approvers after every process or creation of sales document such as sales order or
sales invoice can be enabled or disabled depending on the companys policy or which they think
approval is necessary.

Delivery to customer will automatically update the inventory balance in the system and upon payment of
the customer, assigned custodian will input payment in the system, with reference to the sales invoice
number of the delivered goods. Accounts receivable balance is also automatically updated if there are
returns from customer. Processing of these credit memos also need approval, to make sure that the
return is valid and authorized.

Payroll/HRIS Training (July 6-7, 2017)

Ms. Heidi Cura, HR Admin Manager, conducted an orientation regarding HRIS/Payroll System regarding
its necessary functions and options. The orientation focused on what the system is capable of doing and
how would it help its users.

The Payroll System will make it easy to compile all of the companys employee details, and their
corresponding salaries, shifting schedules, benefits, and other necessary information.

And since there was still no clear Project Scoping given by the client because the Kick-off Meeting was
scheduled on another day, we did not discuss the more specific functions which can be unique from one
client to another due to varying company policies. She told me of the things that I should expect and do
during the Kick-off Meeting and during the date gathering phase which is an integral part of the Project
Implementation phase.

After the Payroll system orientation, we proceeded to the making of the Project Kick-off Meeting
presentation which includes the agenda of the meeting the list of requirements needed from the
client, the expectations of the client from the system in order to finalize the project scoping, the work
plan or the project schedule, and other questions to be raised by the client.

After all the discussion, Ms. Heidi conducted an HR orientation with me, including the explanation of
what was in my employment contract including my employment bond, salary and benefits. She also
discussed the company policies regarding regularization, leaves, absences, and tardiness. And since
Hilsoft is currently using its HRIS/Payroll System, she mentioned of all the standard policies as per
DOLE and the standard functions of the system which, as observed, are adopted by the previous clients.