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Employees

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The members working in and for a company are known as Employees.

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This article will help you to understand how to use it.

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Use case :

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The Employee section will help you to know the details regarding employees.

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How to Access Employees:

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1. Go to Dashboard > Employees
2. You land on the Employee list overview page. Here you get to see the following features. Let us check them in detail.

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Screenshot (33)

                                                        Figure 01,

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Show Entries: It helps you to see the total number of Employees you want to be displayed on your overview page such as 10, 20, etc.

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Manage Employees:

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Click on Manage Employees, You will find the following overview page.

Screenshot (34)

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Overview page Taskbar shows you the following elements:

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Employee ID: An unique ID number of the Employee.
Name The name of Employee.
Email: The Email of Employee.
Work: The Status of work such as work from the office or home.
Offices: The branch where an Employee is working.
Department: At which department an employee is working I.e Finance.
Designation: what is the position of an Employee in the office?
Date of Joining: The date when the job started.

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Page Carousel: Helps to display the number of pages for the total number of employees it holds.

Search Console: To look for the employee using the name of the employee,or with the ID number of the employee.

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Manage Details:

Click on the manage section, it will expand and give you 5 options:

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Set Salary: You can set Employee Salary with the help of this bar.
Availabilities Set: It is like the Calendar that deals with availability details.
Set work schedule: You can set Work time here.
Edit: You Can Edit Employee Information from this section.

Click on the edit button, you will be displayed on the following page.

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Screenshot (36)

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Figure 03, Insight to Edit Section

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You can edit Employee Details from here, after that if you want to save that information, Click on update and information will be updated.

Delete: click on Delete button to delete the details.

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How to Add Employees:

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Go to Dashboard>Employees>Add Employees.
Click on Add Employee
The Following card pops up.

Screenshot (37)

                                                 Figure 04, insight to form

What is in the Form:

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There are several sections that need to be filled with the following Information.

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Personal:
Corporate Profile:
Education:
Employment:
Identity:
Bank account:
Family contact:
Emergency contact:
Documents:
Experience:

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Personal:

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Name: Add the name of the employee
Date of birth: Enter the date of birth.
Contact number: Enter contact details.
Office number: Add the Office number here.
Personal number: Enter the personal number of the employee.
Office email: Add office email.
Ethnicity: Enter the ethnicity of the employee.
Blood group: Add a blood group of employees.
Gender: Enter the gender of the employee.
Address: Add residential address here.

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Corporate Profile:

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Employee ID: Enter Employee’s ID.
Office: Select the concerned Office.
Designation: Select the post of Employee.
Department: Enter the concerned Department.
Reporting to: Select to whom the employee is reporting.
Date of joining: Enter the date of joining.
Employment status: Enter the employment status such as replacement etc.
Payroll cycle: Enter the payroll cycle such as weekly, or monthly.

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Education:

College/University: Add college details.
Degree: Enter Degree Details.
Field of study: Select the field of study.
GPA: Enter total scored GPA.
Date of completion: Add the date of degree Completion.

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Employment :

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Employment type: Choose an Employment type such as full-time, or part-time.
Salary type: Choose salary type I.e fixed salary.
Other Benefits: Select other benefits like eligibility for bonuses, and loans.

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Bank Account:

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Account holder name: Enter the account holder’s name.
Account Number: Enter Employee’s account number.
IBAN: Enter IBAN of Employee.
Bank name: Add bank name.
Bank identifier code: Enter bank identifier Code.
Branch location: Enter branch location.
Taxpayer ID: Add Taxpayer ID.

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Identity :

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Type: Select an identity type such as a passport.
Reference number: Enter the reference number.
Issue date: Enter the issue date.
Expiration date: Enter the expiry date.

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Emergency Contact:

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Relationship: Add relation with Emergency Contact.
Emergency email: Add Emergency email.
Emergency number: Enter the Emergency number.

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Family Contact:

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Relationship: Enter a relationship with a person.
Contact no.: Add contact details.
Email: Add the email of a family member.

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Experience:

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Company: Add previous company name if any.
Designation: Enter your position at the previous office.
Duration: Enter duration in EX Company.

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Documents:

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Identity Document
Resume /CV
Job Description
Employment contract
Employee undertaking

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The employee has to upload all the above documents.

If you want to save all the information, click on the save button, and your information is saved.

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