Add Employee

Add Employee Manually.

Employee creation is the process of adding a new employee’s information into the HR management system. It involves entering personal, official, access, and statutory details required for organizational records and payroll management. The process ensures that employee data is properly maintained for communication, reporting, attendance, salary, and compliance purposes. Once all mandatory details are completed, the employee profile is successfully created and activated in the system.

Path to Add Employee – Login –> Click on Organization Tab –> Click on Employee Tab –> Click on “Add” Button

Click On Organization Tab

Click on Employee Tab –> Click on Employee List –> Click on Add Button.

Upload Image of an Employee then fill the details like Employee Code, Employee Full name, Birth details and other personal details.

• The Personal Details step is used to collect the employee’s basic personal information for profile creation in the HR management system.
• Users can upload a profile picture by dragging and dropping an image or browsing files from their device.
• The form includes fields such as Employee Code, Employee Name, Date of Birth, Gender, and Personal Email for employee identification.
• Mandatory fields are marked with an asterisk (*) to ensure all required information is entered before proceeding.
• After entering all required information, users can click the Next button to continue to the next onboarding section.

After Submitting all details, click on Next Button.

Then submit all the Official Details.

• The Official Details stage is used to capture the employee’s organizational and employment-related information in the HR management system.
• The form includes fields such as Company, Division, Department, Designation, Branch, and Work Location to define the employee’s role and structure.
• It also collects employment details like Date of Joining, Employment Status, Probation Period, Category, and Grade for HR record management.
• Users can enter the employee’s work email address and send a welcome email with login credentials.
• The Final Reporting option helps identify the employee’s primary reporting manager among multiple reporting levels.
• The progress tracker on the right side highlights “Official Details” as the active onboarding step.

To set a Reporting Manager, a new tab will open where you can search for an employee by Employee Code or Name, and then select one of them as the Reporting Manager for a particular level.

Click on Select Employee.

Set all the Reporting levels and set Final reporting and then Click on Next Button.

Click the Next button, and then select the Employee Profile to map the employee being created.

Then fill all the Statutory details of an Employee like PF Details, KYC Details.

• The Statutory Details stage is used to collect statutory, payroll, and compliance-related information during employee onboarding.
• The form includes fields for PF, UAN, ESIC, PT, LWF, and NPS to manage employee welfare and statutory contributions.
• Banking information such as Bank Name, IFSC Code, and Account Number is collected for salary processing and transactions.
• Additional details like Aadhaar Card Number, PAN Number, and Differently Abled status help maintain accurate employee records.

Then click on Save and Exit and Created Employee will be visible on Index page of Employee list.

Created Employee is Visible on the Employee list and Employee can be search by Employee Code and Name.