Adding an Employee

Add a new employee record with personal information, employment details, address, and banking & identity information.

Steps to Add

1. Go to Employee Management → Employees from the sidebar
2. Click + New Employee (top right)
3. Fill in the form (see sections below)
4. Click Save Employee

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Basic Information

Field	Required	Description
Employee Code	✅	Unique employee identifier (e.g., EMP001)
First Name	✅	Employee's first name
Last Name	✅	Employee's last name
Email	—	Employee's email address
Date of Birth	—	Date of birth (DD-MM-YYYY)
Phone	✅	Contact phone number with country code selector (e.g., +91 India)

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Address Details

Field	Required	Description
PIN Code	—	Postal/ZIP code
State	—	State or province
Country	—	Country (defaults to India)
Address	✅	Full address

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Employment Details

Field	Required	Description
Department	—	Department the employee belongs to — select or type (e.g., Engineering, Sales, Operations, Finance)
Designation	—	Job title — select or type (e.g., Senior Developer, Sales Manager, Accountant)
Employment Status	✅	Current status — Active or Inactive
Date of Joining	✅	Employment start date (DD-MM-YYYY)
Date of Exit	—	Employment end date, if applicable (DD-MM-YYYY)
Basic Salary	—	Monthly basic salary amount (₹)

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Banking & Identity

Field	Required	Description
Bank Account Number	—	Employee's bank account number
Bank IFSC Code	—	IFSC code of the bank branch
PAN Number	—	Permanent Account Number for tax purposes
Aadhar Number	—	Aadhaar identification number
PF Number	—	Provident Fund account number

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System Access

Optionally give the employee a login so they can sign into the app. This section appears only when system roles are available to assign.

1. Tick Grant system login access — "Allow this employee to log into the system"
2. Set a Password (required) — use Generate Password to create a strong one, and the eye icon to show/hide it
3. Choose branch access — All branches or specific branches
4. Assign Role (required) — select one or more roles from the role chips

info

The employee's Email and Employee Code double as their login identity, so fill those in before granting access. Without a granted login, the employee is just an HR/payroll record and cannot sign in.

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Action Buttons

Button	Mode	Action
Save Employee	New	Saves the new employee record
Update Employee	Edit	Saves changes to an existing employee
Cancel	Both	Discards changes and returns to the Employees list

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Related Topics

• Employees — view and manage all employees
• Employee Dashboard — workforce overview
• Salary Config — configure salary structures
• Payroll — process employee payroll