New Add Employees
The Employee profile refers to feed the information of employee on this form. which has more tabs and enough to fill up. you can fill the proper details. And also we have import employees from excel, may be you can use it very well. The people who are paid to work are called Employees.
To create new employee into the system.You can feed each employee information separately. But if you are looking to add more employee at one time, Go with Employees import. All the necessary fields of an employee has given from us. Suppose if you have different fields or any new fields. You can use custom fields to feed it.
To create New Employee, go to HRM > New + > Add Employee
The "Add Employee" page contains five tabs: Employee Information, Contact Details, Personal Details, Job Details and Allowances & Leaves. Below, we discuss each tab one by one.
1.Employee Informations
Fill in Employee Information
- Employee Id: Enter the Employee Id.
- Salutation: Select the appropriate Salutation.
- First Name and Last Name: Enter the First Name and Last Name.
- Gender: Select the Gender.
- Date of Birth: Enter the Date of Birth (the Age will be calculated automatically).
- Marital Status: Select the marital status of the employee from the dropdown.(Example: "Single", "Married")
- Family: Enter the number of family members or dependents.
- Weekend/Weekly off: Select the weekly off day(s) for the employee.(Example: "Sunday",we can choose more than one weekly off)
- Salary Payable Account: Select the account used to pay the employee's salary.(Example: "5410 Wages & Salaries")
- Reimbursement Claim Account : Select the account used for the employee's reimbursement claims (Example: "5401 Suspense Claim").
- Add Field : Click this button to add an additional field in the relevant section.
Click the 'Next' button to save the employee information and proceed to the next tab.
2.Contact Details
- Home Phone : Enter the employee's home phone number.
- Mobile Phone : Enter the employee's mobile phone number. This field is mandatory.
- Email : Enter the employee's email address.
- User Account : Select the user account associated with the employee. Use the "+" button to add a new user account if it is not listed.
- Permanent Address : Enter the address details including the city, state, country, and postal or ZIP code (Use the "+" button to add if it is not listed).
- Emergency Contact : Enter the name and mobile number of the emergency contact. These fields are mandatory. Enter the residential address of the emergency contact.
- Add Field : Click this button to add an additional field in the relevant section.
3.Personal Details
- Photo : Upload a photo of the employee by clicking the "Choose File" button.
- Mode of Pay : Select the mode of payment for the employee (e.g., Cash, Bank, Cheque etc.)
- ESIC: Enter the Employee State Insurance Corporation (ESIC) number.
- PF : Enter the Provident Fund (PF) number.
- Employee Shift : Select the employee's shift timing from the dropdown menu.
KYC Details
- Blood Group: Select the blood group of the employee from the dropdown list.
- Aadhar Number : Enter the employee's Aadhar number (a unique identification number in India). Other country national identity number for the Aadhar number field.
- Nominee Details: Enter the Nominee details including Name,Email,Phone Number,Address).
- Add Field : Click this button to add an additional field in the relevant section.
Click this button to navigate back to the previous tab without saving the current data. Click this button to save the entered employee details and proceed to the next tab.
4.Job Details
Job Details
- Status (Required) :Select the current status of the employee (e.g., Active, Inactive,Resigned etc).
- Employment Type (Required) : Select the type of employment (e.g., Permanent, Temporary, Contract).
- Department : Select the department to which the employee belongs. You can also add a new department using the "+" button.
- Designation Group : Select the designation group for the employee (e.g., Lead, Manager).
- Designation : Select the specific designation for the employee (e.g., Designer, Developer).
- Date of Join (Required) : Select the date when the employee joined the organization.
- Working Place (Required) : Select the location where the employee will be working (e.g., Work Centre, Remote).
- Payroll Cycle: Select the payroll cycle (e.g., Monthly, Weekly).
- Loan EMI Limit on Salary: Enter the percentage of the employee's salary that can be allocated towards loan EMI payments.
- Probationary Period: Check this box if the employee is on a probationary period.
- Contract Period: Check this box if the employee is on a contract period.
- Report To: Select the employee to whom this employee will report.
- Supervisor: Select the supervisor for the employee.
- Bond Period : Check this box if the employee is under a bond period.
- Add Field : Click this button to add additional fields in the relevant sections.
5.Allowances & Leaves
- Currency : Select the currency for the salary.(Example:₹ - Indian Rupee (INR))
- Gross Salary : Enter the gross salary of the employee.(Example : 20,000)
- Calculate : Clicking the "Calculate" button will provide values for Earnings, Benefits, Employer Contribution, and Deductions based on the Gross Salary entered.
- Grade: Select the employee's grade.
Previous: Go back to the previous tab.
Skip: Skip this section.
Complete: Save all entered information and complete the process.
The "Add Employees" form is a comprehensive tool for entering and managing employee information, ensuring all necessary data is captured for efficient HR management. Make sure to fill out each section accurately and review the information before completing the process.
Skip: Skip this section.
Complete: Save all entered information and complete the process.
The "Add Employees" form is a comprehensive tool for entering and managing employee information, ensuring all necessary data is captured for efficient HR management. Make sure to fill out each section accurately and review the information before completing the process.