Employee

The Employee Management Module is a core component of our system, designed to manage employee information within the company efficiently. This module offers a range of features including employee listing, detailed employee profiles, adding new employees, bulk updates, bulk deletes, archiving, restoring, importing, and exporting employees.

The Employee Listing provides an overview of all employees in the company, presenting key information such as Employee ID, Name, Email, Status, and their respective roles. Bulk update and delete options offer efficiency when managing multiple employee records.

Archiving employees retain their data while marking them as inactive while restoring an archived employee reactivates their account.

To add an employee to the list, please follow these steps:

• Click on the "Add" button.
• A canvas will appear with the "Add Employee" form.
• Complete all the mandatory fields in the form.
  
• Finally, click on the "Save" button.

When editing an individual employee's profile, you can thoroughly review and update their information through different sections. These sections include:

1. Basic Info: In this section, you can edit the basic information of an employee, such as their name, email, gender, date of birth, and profile picture.
2. Company Relations: In this section, you can edit the employee's association with the company, including details like their department, designation, joining date, notice period start and end dates, and more.

4. Documents: In this section, you can edit and manage employee documents.

5. Bank Details: In this section, you can edit and manage employee bank details.

6. Qualification: In this section, you can manage employee qualification data. Refer to the image given below.

To import and export employee data, follow these steps:

• When importing, review and select the columns that contain relevant data by following these steps:

  1. Click on the "Import" button.
  2. A canvas will open with the "Import Employee" form.
  3. select the file containing employee data and then click on the "Import user data".

  4. Preview the data columns to identify information such as name, ID, email, etc.

  5. Match the columns in the file with the corresponding data fields in the system.

  6. Ensure that each column is correctly mapped to the appropriate data category (e.g., Name, ID, Department).

  7. Verify the data preview to confirm accurate mapping.

  8. Click "Save" to proceed with the import

• When exporting employee data, follow these steps:

1. Click on the "Export" button.
2. A modal popup will open with fields.
3. Choose the desired export format (e.g., CSV, Excel).
4. Configure export settings, such as selecting specific fields.
5. Click "Export" to generate and download the employee data file with the selected columns and configurations.