Skip to main content

“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.”

  • You will need to enter the employee’s personal information, which includes:

    1. First name of the employee.
    2. Last name of the employee.
    3. Select the employee’s gender (male/female).
    4. Enter the employee’s address.
    5. Enter the employee’s phone number.
    6. Enter the employee’s email address.
    7. Enter the employee’s date of birth.
  • After that, enter the employee’s employment information, which includes:

    1. Enter any notes specific to the employee.
    2. Enter the employee’s hiring date.
    3. Select the department to which the employee belongs.
    4. Enter the employee’s job group (refers to any common characteristic that groups a set of employees, e.g., Department Managers, Administration Staff, etc.).
    5. 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.).
    6. Enter the employee’s job grade (indicates the employee’s experience level, e.g., Beginner, Experienced, etc.).
    7. Select the salary category to which the employee belongs (the financial category to which the employee is subject).
    8. 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.