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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

Employee Details Form - Basic Information, Address & Employment Details

Basic Information​

FieldRequiredDescription
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)

Address Details​

FieldRequiredDescription
PIN Code—Postal/ZIP code
State—State or province
Country—Country (defaults to India)
Address—Full address

Employment Details​

FieldRequiredDescription
Department—Department the employee belongs to (e.g., Engineering, Sales, Operations, Finance)
Designation—Job title (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 (₹)

Employee Details Form - Employment Details, Banking & Identity

Banking & Identity​

FieldRequiredDescription
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

Action Buttons​

ButtonModeAction
Save EmployeeNewSaves the new employee record
Update EmployeeEditSaves changes to an existing employee
CancelBothDiscards changes and returns to the Employees list