HR Data

Portico provides a secure and flexible way to store and track your HR and Payroll Data. It allows a client to update employee details, register joiners, leavers, absence and other employee data. The system can be configured to have tiered access to employees and managers. The system also has cut-offs that can be defined as per the tiered structure.


HR Data Tracking

Portico provides a one-place document storage for all your HR and payroll requirements. From individual employee payslips, Statutory year end filing forms to complete set of payroll reports, training records and other employment documents. Your employees can login and update their personal details. Employees can upload documents related to right to work, investment declarations, proofs and payroll related reimbursements.

A wide variety of reports can be generated through Portico. Apart from standard reports on personal information etc, it provides analysis on HR data such as head count dashboards, analysis of employee counts by designation, location, grade, cost centre, length of service and trainings etc. Click here to view the HR Data Tracking workflow. Some of the functions are listed below.

  • Personal details
  • Employment details
  • Other details
  • Benefits
  • Query Wizard
  • Starter, Leaver and Amendment forms
  • Training and education
  • Employment history
  • Leaver Processing
  • HR Documents
  • New Starter Processing

Performance Management Process

PMP provides you with detailed employee performance information your managers need to retain, reward, and develop your best people. It is extremely easy to set-up, execute and monitor and the intuitive user interface makes it very simple for the users-employees, managers and HR. Click here to view the KPI Assignment Process workflow. Click here to view the Appraisal Process workflow.

Portico PMP has the following features:

  • PMP can be set-up based on anniversary date reviews or a fixed period (annual) reviews.
  • Easy, engaging and focal reviews and 360-degree assessments expand performance insight and improve employee engagement and retention.
  • PMP allows KPIs to be defined for each grade or designation. These KPIs are assigned to individuals based on their grade /designation. The employee and the manager can also add specific KPIs for the individual, thus making the KPI setting more individualistic, whilst maintaining the standard KPIs required for the grade/ designation.
  • The KPIs and appraisals are approved by the manager and are authorized by the 2UP manager. The appraisal also has to be confirmed by the employee prior to authorization. This ensures that the appraisal is unbiased and the buy-in from all parties concerned.
  • At every stage, email alerts are sent to the employee and the manager, informing them of the progress and the action required.
  • Reporting is available to compare and rate employees across the same dimensions to identify high performers and potential future leaders.

TopSource provides the back end administrative support required to manage and maintain the performance system, define and assign KPIs and define the appraisal period in the system.


CATS, Candidate Applicant Tracking System is available as a stand alone module on Portico. It is a recruitment portal to be used by HR and recruitment managers in an organization. It allows recruiters to store applicant profiles, define requirements and job orders for departments and companies they service and keep track of the entire recruitment cycle. Click here to view the Recruitment workflow.

CATS serves as a database to store applicant information such as skill, industry experience, location, preferences and other relevant details. Complex search criteria can be deployed to search for candidates with specific skills.

The process can be tracked in CATS through the various stages of recruitment. A sample recruitment process will cover the various stages of the recruitment process, including - contact candidate, candidate responded, profile submission, scheduling for HR round, and scheduling for technical round, final round with HR head, offered and placed.

CATS can be integrated with the Portico Intranet module and the careers page of your company's website. Jobs posted in CATS are automatically visible on the careers page and candidates can apply against open positions. Resumes submitted by candidates get posted in the CATS database automatically.


A manager can view the status of training for direct reports and the Training Manager has overall control and reporting on training in the company. Employees can view their annual training plan as well as the status of tranings completed. The Training Management function can be integrated with the Performance Management module. Click here to view the Training workflow.


eLearning module in Portico provides access to employees for eLearning content that is commonly available in the organisation.

The platform offers tools for content creation, tests building, assignments management and reporting. SCORM content can be deployed as well as content in PPT, Video and SCORM files. Click here to view the eLearning workflow.


Reports are available to view the personal information, employment information and other HR data stored on Portico. Each module also has its own functional reports to enable users to effectively utilise the functionality.

Headcount reports can be displayed in a cross tabular format. The tabulation is available by locations grouped on other segmentation of employees such as department, cost center, designation, grade, job category and job status. Pivots and Dashboards by similar criteria are also provided.

Selection criteria is provided in most reports to select employees from multiple companies including current employees and past leavers. Reports can be ordered on employee no, surname etc. and generated in PDF, XLS or HTML format.



The Survey module enables users to develop and publish on-line surveys, and collect responses, without doing any programming. Click here to view the Survey workflow.

Portico Survey has the following features:

  • Unlimited number of surveys at the same time
  • Unlimited number of questions in a survey (only limited by your database)
  • Unlimited number of participants to a survey
  • User-management
  • 28 different question types
  • WYSIWYG HTML editor
  • Re-usable editable answer sets
  • Ready-made importable questions
  • Assessment surveys
  • Sending of invitations, reminders and tokens by email
  • Option for participants to buffer answers to continue survey at a later time
  • Template editor for creating your own page layout
  • Extended and user-friendly administration interface
  • Survey expiry dates for automation
  • Enhanced import and export functions to CSV and MS Excel format
  • Basic statistical and graphical analysis with export facility