VISA PLANNER

Visa - Summary:
Planners > Quarterly > Visa > Summary

On click of Quarterly Planners Visa summary, the above screen will be

displayed.

This screen gives the clear summary about Planned Visa Expense, its
percentage and Approved Visa Expense ,its percentage ,OFL,OnsiteBA
and Onsite Headcount based on the service line,quarter,won/swon and
summary by which can be chosen by users.

Below the summary a grid will be displayed which mentions about the
planned Visa in the mentioned quarter which will be cluster wise.

On click of cluster the account wise planned Visa and cost will be
displayed as shown in figure below.

Visa - Plan :

We can get Visa Planner Plan Screen by navigating Planners Quarterly-Visa - Plan.

In Visa Planners Plan Screen, we can upload the planed report and the details of the
planned report will be displayed based on account, quarter and service line wise.

Criteria wise planned Visa will also be displayed.

It is done for Self and dependent type of VISA

We can get Visa Planner Plan Screen by navigating Planners Quarterly-Visa - Plan.

In Visa Planners Plan Screen, we can upload the planed report and the details of the
planned report will be displayed based on account, quarter and service line wise.

Criteria wise planned Visa will also be displayed.

Step 1: Download the template by clicking on the icon, highlighted in screenshot

Step 2: Save the document in your machine in same format as it was downloaded
from ISOMetrix dashboard.
Step 3: Update data sheet by referring the Reference sheet.
Step 4: After making entries in the plan sheet, save it.
Step 5: Load the sheet through the dashboard, by clicking on the button (as shown in screen
shot)

Step 6: After successful submission of the plan, popup window will display confirming its proper
submission.
Step 7: Submit the plan, by clicking the submit button. Submit button will appear after proper
selection till account level.
A popup box will come, confirming the successful submission of the plan.

Step 8: In order to verify whether entries have been , download the document by clicking on
download button( as shown in screen shot)

Visa Approval:
This screen can be viewed by Planners > Quarterly > Visa > Approval. This screen displays about
approved Visa requests and its status based on Service Line, Quarter and WON/SWON. On
click of account its category will be displayed and on click of category its sub category will
be displayed. On click of previous quarter actuals we can view approved previous quarter on
self and on dependants.

Visa Dashboard:
In Visa Dashboard screen we can view the total visa approved and travels updated. The
report can be uploaded through upload option .On click of particular cluster its account
details can be displayed. On click of particular account its service line will be displayed.