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Personal Information Management

Personal Information Management in PrismERP is used to store and manage all the key personal and employment-related details of each employee. This includes everything from their name and contact details to job role, joining date, and more. It acts as a central profile for every employee in the system.

Personal Information Management


Key Features

  • Full employee profile with personal and job-related info
  • Emergency contact and address records
  • Document upload option (NID, certificates, etc.)
  • Access control – only authorized users can edit
  • Change log/audit trail for tracking edits
  • Secure and centralized database
  • Integrated with other modules like payroll, attendance, leave

How to Use This Feature in PrismERP?

  • Go to the Human Capital Menu
  • Click on Employee
  • To add a new employee click Create New
  • Fill out the employee’s personal info, job details, contact, and upload necessary documents
  • Click Save to store the profile
  • To update an existing record
  • Only users with the right permissions can edit info
  • All changes are logged for reference

1. Employee Add

Used to create a new employee profile in the system.

Steps:

  • Go to Add Employee Single

  • Fill in all necessary fields:

    • Basic Information – Name, date of birth, gender, blood group, etc.
    • Additional Information – Present & permanent address, phone, email
    • Employment Information – Employee code, designation, department, joining date, etc.
    • Department Information – Employee Office, Brunch, Department etc.
  • Click Save to add the employee into the system


2. Employee List

Used to view, search, and manage existing employee records.

Features:

  • List view of all employees with basic info
  • Search/filter option by name, code, department, or status
  • View profile details by clicking on an employee
  • Quick access to edit or deactivate an employee
  • Export option (Excel/PDF) for reports or backups

Employee List


3. Employee Edit/Update

Used to correct or update employee information.

Steps:

  • Go to Employee List
  • Search and select the employee to update
  • Click on Employee Name
  • Make necessary changes in any section – personal info, contact, job details, etc.
  • Upload updated documents if needed
  • Click Save to apply changes

Employee Edit/Update