Documentation

Personal Information Management (Employee Management)

Employee management keeps all data between Company & Employee. It archives all past data & record current data. A complete dossier of an Employee. This module allows you to do:
1. Add Employee
2. Edit/Remove Employee
3. View Profile.
4. Change of Employment & Payroll
5. Activate & Delete
6. Final Settlement

 

1) Add Employee from Wizard
Process
Go to Employee --> Add Employee -->  from Wizard
Entry Process:
There are four steps to add employee from Wizard.

1st step:
Enter Employee detail on basic information. Type employee name, employment type, date of birth e.t.c. If Employee code auto generate is on from configuration then it will generate employee code automatically.

Then fill up Present Information. If present address is same as permanent address then tick (?) same as present otherwise entry permanent address.

Add Employee Family info,blood group,Nationality,relegion etc. Then Emergency entry emergency contact adress which is a mandaory field.

Type Employee two references. Then click on next.

2nd step:
Here you can add bank a/c information for that employee. This info will use in bank payroll payment. Then entry Employment date information regarding joining date, probationary period e.t.c.Assign employee branch, department, designation, supervisor etc.

Add Employee performance appraisal form. Assign verifier to employee. Then Select attendance policy, payscale, leave policy. Finally entry salary of employee in payroll amount.

3rd step:
In this option you can add employee academic qualification as well as professional qualification & experience. You can add field for those information.

4th step:
This is the final step of Employee Add from Wizard. You can view all the information you have been entry all this time. You can set username & Password for that employee. Finally click on save.
Here you can see the detail of all information.

 

Now you can set user name & Password for that employee.

2) Add Single Employee
Process:
Go to Employee --> Employee Add --> Single
Entry Process:
In this option you can add Employee. The only difference between previous add wizard is less information required to entry. Here you can see only important info of employee is needed to get started.

Employee List View
Process:
Go to Employee --> Employee List
Entry Process:
Here is the list of Employee. Various search option is here. You can search through Employee Code, name or sort department wise designation wise.

3) Single Employee Edit
Process:
Go to  Employee List --> Search Employee --> Click on Employee --> Edit -->Save

Entry Process:
We divide employee information in to different Tabs. Select which parts of information you want to edit.
In detail Tab as you can see you can edit basic information, Employment information, Address information etc. can be edit.

Then you can select tab to edit other information. Now I select “qualification” tab to edit education or experience edit.

Following these steps you can edit other information.

4) Multiple Employee Addition

Process: 

Go to HRM Add Employee > Multiple 

Employee 1.png

 

In "Employee List" Input Box write either:

Empoyee-code<space>Employee-na<wbr/>me,  Empoyee-code2<space>Employee-n<wbr/>ame2,  Empoyee-code3<space>Employee-n<wbr/>ame3, 

Or,

Empoyee-code1<space>Employee-n<wbr/>ame1

Empoyee-code2<space>Employee-n<wbr/>ame2

Empoyee-code3<space>Employee-n<wbr/>ame3

Screenshot is given below:


Employee 2.png

 

5) Salary Increment Process
Process:
Go to Employee --> Manage Employee --> Salary Increment.
Entry Process:
There are two steps in salary increment process.1st step you need to select employee for increment. Click next.


Next step you need to determine which type of increment is going to apply. Choose either flat amount or percentage. Then entry amount. Clicks save to finish.

5) Change of Shift
Process
Go to  Employee --> Manage Employee --> Employee Shift Rotation
Entry Process
Same as Previous.First you need to select employee then click on next. Then assign those employee shifts. Click Save to finish.