“On this page, you will find everything related to the Add Employee page, including how to access it, its features, and a step-by-step explanation of how to add and enter basic data.”
Instructions to Access the “Employees” Page:
- Start by clicking on the “Employees” menu in the main navigation.
- Next, click on “Employee Structure” available in the top toolbar.
- Choose the “Employees” page from the “Employee Structure” menu, which displays all employees added to the system.
Options and Features of the “Employees” Page:
- Easily add a new employee by clicking on the button next to the table titled “Add/Edit Employee.”
- Provide an option to edit employee data by simply clicking on the link of the respective employee.
- Provide an option to delete the employee by clicking on the link of the respective employee.
- The table displays all employees in the system with multiple information columns such as name, gender, date of birth, and more.
- There is a filter option at the top of the table titled “Departments” to filter employees by their respective departments.
- There is another feature at the top of the table titled “View Resigned” that allows you to view only the employees who have resigned.
Explanation of How to Add a New “Employee”:
To add a new employee, click on the window next to the table titled “Add/Edit Employee.”
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You will need to enter the employee’s personal information, which includes:
- First name of the employee.
- Last name of the employee.
- Select the employee’s gender (male/female).
- Enter the employee’s address.
- Enter the employee’s phone number.
- Enter the employee’s email address.
- Enter the employee’s date of birth.
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After that, enter the employee’s employment information, which includes:
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- Enter any notes specific to the employee.
- Enter the employee’s hiring date.
- Select the department to which the employee belongs.
- Enter the employee’s job group (refers to any common characteristic that groups a set of employees, e.g., Department Managers, Administration Staff, etc.).
- Enter the job title of the employee (refers to the specific role assigned to the employee, e.g., General Accountant, Cost Accountant, Financial Manager, etc.).
- Enter the employee’s job grade (indicates the employee’s experience level, e.g., Beginner, Experienced, etc.).
- Select the salary category to which the employee belongs (the financial category to which the employee is subject).
- Add a photo of the employee.
Finally, click the “Add Employee” button to save the data of the new employee in the system.
Explanation of How to Edit or Delete Employee Data:
- Search for the employee you want to edit by using the search feature available in the “Departments” table at the top of the page.
- Once you find the required employee, click on the employee’s name to go to the page for editing their data.
- You will now find yourself on the editing page, which contains all the employee’s information.
- You can edit any of the displayed information according to your needs, but note that you cannot edit the employee’s ID.
- The editing process also includes an option on the page where you can set the employee’s status to “Resigned.”
- Once you finish making the necessary edits, click the “Edit Employee” button to save the modified data.
- If you need to delete the employee, you can do so by clicking the “Delete Employee” button.