Add an Employee in HRM

Create a complete employee profile with personal, location, banking, and payroll details — ready for onboarding, attendance, and payslip generation.

🔐 Access Control

• Only Admin users or HR staff with employee management permissions can add new employees
• From the Dashboard, use the side menu to navigate: HRM → Employee

🧭 Step-by-Step: Add an Employee

1️⃣ Open the Create Employee Form

• On the Manage Employee screen, click the green ➕ icon in the top-right corner
• This opens the Create Employee form with multiple sections

2️⃣ Personal Details

Fill in the employee’s core identity and contact information:

• Name*: Full legal name
• Phone*: Include country code (e.g. +44, +91)
• Date of Birth*: Format DD/MM/YYYY
• Gender*: Select Male or Female
• Email*: Used for login and communication
• Password*: Set initial login password
• Passport Country / Number: Optional for international or compliance tracking

3️⃣ Location Details

Define where the employee is based:

• Location Type*: Choose Onsite, Remote, Hybrid, or custom types
• State / City / Zip Code / Address*: Enter full location for attendance and payroll mapping

4️⃣ Document Uploads

Attach onboarding documents for HR and audit purposes:

• Upload files for Certificate, CV, Photos, and Results
• ✅ Green checkmarks confirm successful upload

5️⃣ Bank Account Details

Configure salary payment details:

• Account Holder Name / Account Number / Bank Name / Bank Identifier Code
• Branch Location / Tax Payer ID — optional based on region

6️⃣ Company Details

Assign the employee to internal structures:

• Employee ID: Auto-generated or manually assigned
• Branch / Department / Designation / Role*: Select from dropdowns
• Exact Date of Joining*: Format DD/MM/YYYY
• Employee Code: Optional internal reference

⚠️ If dropdowns show red errors, ensure the relevant Branch, Department, and Designation have been created in System Setup.

7️⃣ Hours and Rates

Define working schedule and salary logic:

• Hours Per Day / Days Per Week / Hours Per Month / Days Per Month
• Annual Salary / Fixed Salary / Rate Per Hour
• ✅ Tick box: “This employee must not be paid unless hours or days worked are advised” — enables attendance-linked payroll logic

✅ Final Step

• Click Create to save the employee profile
• The employee will now appear in the Manage Employee list, ready for attendance, leave, and payroll setup