Employees

Add people, keep their records, and handle exits.

What it is for

Employees is your master list. Pay, shift, project and leave plan all hang off a person's record, so this is where everything starts.

Adding someone

1. AdminGo to Employees and choose Add. Name and mobile number are required.
2. AdminEnter pay as monthly, yearly (CTC) or a daily wage. A CTC breakup is worked out for you.
3. AdminLeave the employee code blank to get the next one (EMP0001, EMP0002...) or type your own.
4. AdminOptionally set an initial password. If you leave it blank, the person sets their own with a one-time code (OTP) on first sign-in. You can reset a password later from the employee list.

Adding many at once

1. Choose Bulk upload and download the template.
2. Fill one row per person.
3. Upload it. Any row with a problem is listed with the reason; fix and upload again.

When someone leaves

1. AdminOpen the employee and choose Terminate, then set the last working day.
2. SystemThey can no longer sign in. Their records are kept.
3. AdminRun the final settlement from Payroll.

Good to know

• Search, filter and sort the list; custom fields hold anything extra you track.
• Shift, 'Can punch from anywhere' (geofence exemption) and location tracking are set on the same form. Only Admins can add or terminate people.