Employee Management

Employee Records

Prerequisites

• Department, Branch and Designation Setup: Ensure departments, branch designations are defined.

• Grade and Employment Type

• Employee Type

Steps

Creating Employee Records:

1. Navigate to HR > Employee > New.

2. Fill in mandatory fields (e.g., Employee Name, Employee Number, Date of Birth, Department, Branch, Designation,Grade).

3. Field like Employment Type, Grade, Employee Type are mandatory

4. Save the record.

Fields and Explanation

• Employee Name: Full name of the employee.

• Employee Number: Unique identification number assigned to the employee.

• Date of Birth: The employee's date of birth.

• Gender: Gender of the employee (Male/Female/Other).

• Department: The department where the employee is assigned.

• Designation: The role or position of the employee in the organization.

• Date of Joining: The date when the employee joined the organization.

• Employment Type:  To understand if employee is seasonal or offseason

• Grade: Important for  retention percentage

• Status: Current state us of the employee (Active, Left, or Suspended).

• Personal Email: Personal email address of the employee.

• Company Email: Official email address assigned to the employee.

• Contact Number: Contact number of the employee.

• Address: Residential address of the employee.

• Emergency Contact: Details of the emergency contact person.

•  Payroll tab has salary component to fill

•  Factory colony allotment has from date and to date to allot colony