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Adding a new Employee

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About Employees

Employees can be added to the employees’ database; several processes can be performed based on their data including managing their attendance and processing their payroll, however, unlike Users, they do not possess login credentials and are not granted access to the system.

 

 

To add a new employee

  1. Select “Employees” from the navigation menu.
  2. Select “Manage Employees“.
  3. Click the button “Add New“.
  4. Select “Employee” from the drop-down menu.
  5. Input the employee’s information
    1. General Information
      • First Name: Input the employee’s first name.
      • Surname: Input the employee’s surname/ family name.
      • Middle Name: Input the employee’s middle name.
      • Employee Picture: Attach an employee profile picture. Simply drag and drop the file or upload it through browsing your device.
      • Notes: Add related notes.
      • Employee Mode: Set as “Employee” by default.
      • Email Address: Input the employee’s email address.
        • Note that this email will be the official one used to send login credentials and other updates/ announcements. 
      • Status: Select the status from the drop-down menu; “Active” or “Inactive“.
    2. Employee Information
      • Personal Information
        • Date of Birth: Select the date of birth “DD/MM/YYYY” by clicking the calendar icon.
        • Gender: Select “Male” or “Female” from the drop-down menu.
        • Country: Select the employee’s country from the drop-down menu.
      • Contact Information
        • Input the employee’s contact information 
          • Mobile Number
          • Phone Number
          • Personal Email
      • Present Address
        • Address Line 1
        • Address Line 2
        • City
        • State
        • Postal Code
      • Permanent Address
        • Address Line 1
        • Address Line 2
        • City
        • State:
        • Postal Code
    3. Work Information
      • Job Information
        • Designation: Select the employee’s designation from the drop-down menu.
          • For more information on adding a designation, please check the tutorial “Adding a Designation“.
        • Department: Select the employee’s department from the drop-down menu.
          • For more information on adding a department, please check the tutorial “Adding a Department“.
        • Employee Type: Select the employee type from the drop-down menu.
        • Employee Level: Select the employee level from the drop-down menu.
        • Join Date: Select the employee’s join date by clicking the calendar icon.
        • Branch: Select the employee’s work branch from the drop-down menu.
        • Booking Shift: Select the employee’s shift.
        • Fiscal Date: You can use the “Default Fiscal Year Date” or input a custom one by selecting “Custom Fiscal Date” and selecting the “Month” and “Day”.
          • Note: You can set or edit the “Default Fiscal Date” from Attendance > Settings > Basic Settings, please check the tutorial “Basic Settings” for detailed steps.
      • Attendance Information
        • Attendance Shift: Select the employee’s attendance shift from the drop-down menu.
        • Leave Policy: Select the employee’s leave policy from the drop-down menu.
          • For more information on leave policies, please check the tutorial “Leave Policies“.
        • Holiday Lists: Select the employee’s holiday list by clicking the field.
          • For more information on holiday lists, please check the tutorial “Holiday Lists“.
        • Attendance Restrictions: Assign the employee an attendance restriction to be applied in attendance entries using the drop-down menu.
  6. Click “Save” once you’re done.


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