Employee Management

Overview

Maintain employee records — personal details, employment terms, salary structure, and documents. The base for payroll, attendance, and HR reporting.

Step-by-Step Guide

1

Add Employee

HRM → Employees → New Employee. Enter first name, last name, email, phone, ID/passport, hire date.

2

Employment Details

Department, designation, employment type (Permanent, Contract, Casual), reporting manager. Departments and designations are managed under HRM → Settings.

3

Salary Structure

Salary tab: gross salary, currency, payroll cycle (monthly/biweekly), pay components (basic, allowances, deductions). Currency is frozen at creation so historical payroll stays correct if you later change company currency.

4

Documents

Upload contracts, certifications, ID copies under the Documents tab. Stored in your tenant's storage with the same security as the rest of your data.

5

Status

Active, On Leave, Resigned, Terminated. Resigned/Terminated employees disappear from payroll automatically.

Tips & Best Practices

Tip: Set the reporting manager so leaves automatically route to the right person for approval.
Tip: For multi-store: assign employees to a primary store. Cashier-role employees only see their own store's data in reports.