Adding an employee

Employees are added by HR from HR & Payroll → Employees → All Employees.

How to add an employee

1. Go to Employees → All Employees and select Add employee.
2. Work through the four steps. Each step saves as you go, so you can stop and come back.

The steps down the side show what each one still needs before it is ready.

Step 1 — Job & identity

• Who they are: First name, Work email and Gender are required; salutation, middle and last name are optional. Enter names as they should appear on payslips.
• Job: Employee ID and Date of joining are required. Add the Department, Designation, who they Report to, and the probation, confirmation and Notice period dates.
• Where and when they work: the Work location is required. You can also set their office, Shift and Attendance policy.
• Portal access: switch this on to let them sign in to see payslips, file their tax declaration and claim reimbursements. You set their Portal password here.

Step 2 — Salary

Choose a Salary structure, enter the Annual CTC and the date it is Effective from. The Monthly breakdown shows how it splits into components. For a Part time employee, enter an Hourly rate instead.

A salary is not required to save the record — the step shows CTC not set until you add one. Set it before you run payroll for this employee.

Step 3 — Personal

Date of birth and Father's name are required. You can also add marital status, blood group, nationality, personal email, government IDs (for India: PAN, Aadhaar, UAN and ESI number), an emergency contact, and present and permanent addresses.

Step 4 — Payment

Choose how they are paid: Bank transfer, Cheque or Cash. For a bank transfer, the account holder name, bank name, account number and IFSC are required.

Employment types

You can record an employee as Permanent, Probation, Contract, Intern or Part time.

Editing an employee later

Open the employee from All Employees and edit any step. Once the record exists, every step can be opened directly.