- 1
Navigate to Add Employee Page
Go to Employees menu and click 'Add Employee' button
Tips- Make sure you have employee management permissions
- Prepare all employee documents beforehand
- 2
Fill Personal Information
Complete the personal details section with accurate information
What to enter
Field Type Description Example First Name* text Employee's first name as per official documents John Last Name* text Employee's last name as per official documents Doe Email* email Valid email address for system access john.doe@company.com Phone Number* tel Primary contact number +91 9876543210 Date of Birth* date Employee's date of birth 1990-01-15 Gender* select Select appropriate gender Male/Female/Other Tips- Use official name as per government ID
- Email will be used for login credentials
Watch out for- Double-check email address - it cannot be changed easily later
- 3
Set Authentication Details
Configure login credentials and biometric information
What to enter
Field Type Description Example Employee Code* text Unique identifier for the employee EMP001 Biometric Code number Biometric device enrollment number 12345 Password* password Initial login password (employee can change later) TempPass@123 Tips- Employee code should follow company naming convention
- Biometric code must match the device enrollment
Watch out for- Employee code must be unique across the system
- 4
Add Banking Information
Enter bank details for salary processing
What to enter
Field Type Description Example Bank Name* text Name of the bank State Bank of India Account Number* text Bank account number 1234567890 IFSC Code* text Bank's IFSC code SBIN0001234 Account Holder Name* text Name as per bank account John Doe Tips- Verify bank details with employee
- IFSC code determines bank branch
Watch out for- Incorrect bank details will cause salary payment failures
- 5
Configure Work Details
Set up department, role, and reporting structure
What to enter
Field Type Description Example Department* select Employee's department IT Department Designation* text Job title or position Software Developer Reporting Manager select Direct supervisor Jane Smith (Manager) Hire Date* date Official joining date 2024-01-15 Tips- Department must exist in masters
- Hire date affects leave calculations
- 6
Set Work Schedule
Assign shift and working days
What to enter
Field Type Description Example Shift* select Working shift timing General Shift (9:30 AM - 6:00 PM) Work Week* select Working days pattern Monday to Friday Tips- Shift and work week must be pre-configured in masters
- This affects attendance calculations
- 7
Create Contract
Set up employment contract with salary details
What to enter
Field Type Description Example Contract Type* select Type of employment contract Permanent Full-time Basic Salary* number Monthly basic salary amount 25000 Start Date* date Contract effective date 2024-01-15 Tips- Contract type determines benefits and policies
- Basic salary is used for allowance calculations
- 8
Review and Submit
Verify all information before creating the employee
Tips- Review all sections for accuracy
- Employee will receive login credentials via email
Watch out for- Some information cannot be easily changed after creation