Employees

This page shows you how to create an employee record — the single profile that all of someone’s leave, attendance, pay, and expenses link back to.

Create an employee

1. Open the Employee list and click New.
2. Enter the essentials — Name, Gender, Date of Birth, and Date of Joining (these are required).
3. Set the Company the employee belongs to.
4. Save.

Fill in the details

The employee record holds everything about the person, in sections:

• Department & role — Department, Designation, Grade, and Branch.
• Reports to — the person’s manager. This drives who approves their leave and expenses, so set it carefully.
• Employment — Employment Type (Full-time, Part-time, Contract, Intern, Probation…) and joining details like confirmation date or contract end date.
• Contact — mobile number, addresses, and personal/company email.

Tip

Add a company email for each person you want to give self-service access to — it’s needed to create their login so they can apply for leave and view payslips themselves.

Keep records current

As people change roles, update their record — promotions, transfers, and eventually their exit are all tracked against the same employee, so you keep a complete history.

Related

• Leave management
• Attendance
• Payroll