Knowledge Base

In company employees system will show all employees. Employer can create new employee, edit and view details of existing employees. Employer can download and import template to create employee.  Employer can also download profile cards.

To know more about how to manage company employee. Follow these following steps.

1. In navbar click employee tab.
2. Above step will open new tabs in drop down. Click company employee tab.
   
   
    
3. Above step will open company employee listing page. 
4. Employee can create new employee. In order to create new employee click create button.
   
   
    
5. Above step will take us to create employee page. Create employee is already explained in How to manage employee?.
6. Employee can create new employee through import. In order to create new employee through import click download template button to download template.
   
   
    
7. Above step will download excel file in download folder. Add data in this file.
8. After adding data employer need to import file. Click import button to import template.
   
   
    
9. Click on import button will open a popup to import template.
10. Click attach file button to attach file.
11. Click save button to import file.
    
    
     
12. Employer can download employee card. 
13. In order to download employee card click download card button.
    
    
     
14. Click on download card will download a pdf file in downloads folder. This file will contains employee profile card.
15. In company employees system will show employee data like.
    
    
     
16. Click edit button to edit data.
    
    
     
17. Click on edit button will open data of single employee and it will look like.
    
    
     
18. Employers can edit employee info, employment info, salary and user information but can create, edit, delete contact, assets, relatives and qualifications sections.
19. In order to edit employee info click employee info button.
    
    
     
20. Employee info is already explained in How to manage employee?. Follow step 5-35 to edit employee info.
21. In order to edit employment info click employment info button.
    
    
     
22. Employment info is already explained in How to manage employment?. Follow step 7-35 to edit employment info.
23. Employer can't change employee company in employment info.
24. In order to edit salary & benefits info click salary & benefits info button.
    
    
     
25. Salary & benefits is already explained in How to manage employee salary?.  Follow step 8-16 to edit salary & benefits.
26. In order to edit user information click user information button.
    
    
     
27. User information is already explained in How to manage employee?. Follow step 38-44 to edit user information.
28. In order to create, edit and delete employee contact and address click contact info button.
    
    
     
29. Click on contact info will open contact and address section.
30. Contact is already explained in How to manage employee contacts?. Except to step 8 follow step 5-25 to create, edit and delete contact.
31. Address is already explained in How to manage employee address?. Except to step 6 follow step 5-23 to create, edit and delete address.
32. In order to allocate, deallocate and view allocated assets click assets detail button.
    
    
     
33. Asset is already explained in How to allocate assets?.  Except to step 6 follow step 5-21 to allocate, deallocate and view allocated assets.
34. In order to create, edit and delete relatives click relatives button.
    
    
     
35. Relatives is already explained in How to manage employee relative?.  Except to step 7 follow step 5-30 to create, edit and delete relatives.
36. In order to create, edit and delete qualification, experience and certifications click qualification and experience button.
    
    
     
37. Click on qualification and experience button will open experience, qualification and certifications data.
38. Experience is already explained in How to manage employee experience?. Except to step 7 follow step 5-35 to create, edit and delete experience.
39. Qualification is already explained in How to manage employee qualification?. Except to step 7 follow step 5-27 to create, edit and delete qualification.
40. Certifications is already explained in How to manage employee certification?. Except to step 7 follow step 5-24 to create, edit and delete certifications. 
41. In order to attach documents other then qualification, experience,  click my documents button.
    
    
     
42. Click on my documents button will open documents.
43. Click attach button if you want to attach document.
    
    
     
44. Click on attach button will open a popup to attach document.
45. Enter document name.
46. Select document type. Document type is already explained in How to manage document type?
    
    
     
47. Click save button to attach document.
48. Whenever new employee is created in policy section employer can plan default shifts. Employer can also add attendance policies saw leave types assigned to him.
49. In order to add policies click policies button.
    
    
     
50. In polices section employer can plan a default shift. System will consider this shift same like roster shift. Employer can add this shift for seven days. But when a day is passed system will repeat it for next seven days.
51. Select lime slot to add a default time slot.
52. Click on days to plan shift for days.
53. Click save button to create default time slot.
    
    
     
54. After clicking save button default shift will be created. Follow step 26 in how to create roster? to view roster.
55. When a new shift is planned on roster system will consider roster shift.
56. Employers can add view leave types assigned to employee in leave type section.
    
    
     
57. Name shows leave type name. 
58. Accumulative count means assigned quota. Sometimes leave type is assigned but employee can't apply for leave due leave type policies. System shows that assigned quota in accumulative count column.
59. Balance column shows total assigned leaves.
60. Availed column shows total availed leaves.
61. Available column shows total available leaves.
62. Click delete button if employer want to delete assigned quota.
63. Click on delete button will open a confirmation popup to delete assigned leave type.
64. Click yes if you want to delete.
65. Click no if you don't want to delete.
    
    
     
66. In policies section employer can also add attendance policies.
67. To add attendance policies select available policies from drop down.
68. Click save button to add attendance policies.
    
    
    
     
69. Employer  can also view details of any employee.
70. In order to view details of employee click on employee name.
    
    
     
71. Click on employee name will open a popup to view employee details.
72. Employer can view details of employee info, employment info, salary, user information, contact, assets, relatives, qualification, documents and policies.