Click on “Employee Management” option from Left menu, Employee Management and HR Manager section options will be displayed to HR Manager role.
Adding New Hire:
Click on “New Hires” option from HR Manager section.
On click New Hires, added employees are displayed with status as Hired.
Select Joined or Hired radio button, accordingly employees list is displayed
To add a new employee, click on the Add icon.
Enter Employee information (First name, Middle Name, Last name, Email, Hired On, Joining Date, Designation, Mobile Number, Emergency Contact Number) and click on Submit
On successful submission, Employee is added in “New Hires” and an Acknowledgement form will be sent to employee’s email.
Employee need to enter their basic information through received link.
Employee can enter their Personal Information, Contact Information, Family Details, Work Experience, Education Details and upload requested documents.
Note: If Employee does not have registered email, HR can add the employee information in “CANDIDATE DATA” in New Hires.
If employee filled all the information through received link, HR manager can see that information by clicking on “Joining Formalities” Button and data will be saved in “Employee Directory”.
HR will add the Work information to employees in this Screen.
HR manager adds work information to the new employee. (Employee Type, Employee Role, Employee working location, Employee Designation, Employee Department, Employee reporting manager)
Along with Work information, HR manager adds all other information of Employee. (Contract/Promotion Details, Bank Details, Work Experience Details, Education Details & Document upload).
Click on Save button.
On successful submission, all the added Employee information reflects in “Employee Directory”
If HR manager missed any information to add or update any employee information, HR adds the information by using Edit button.
HR Manager can edit the information by clicking on “Edit”.
After completion of the entire process, Admin receives Email about credentials creation to the new employee.
On successful addition of new hire and required information, an email is sent to Admin to create the Credentials to the New Employee.
Admin creates the new employee credentials and then employee receives the credentials information
Now, New employee will login the application with their credentials.
User Login:
Enter Company Code, Username, Password and click on Login.
On successful login, Main dashboard is displayed with basic employee information, Announcements, Alerts and Pending Leave/ Attendance requests
Onboarding Pending Checklist:
If New employee added, HR manager checks the employee Onboarding checklist.
All the master's checklist (Onboarding) will assign to every new employee.
To check the employee checklist, click on button.
After the checklist process, the HR manager will update the checklist.
All the checklists are updated by the HR Manager accordingly.
If all the checklists are closed/done, then No Due button is enabled. HR manager selects the No due option, then click on “Submit” Button. Employee checklist status is changed to “Completed” from “Pending” status.
If all the checklists are closed/done, then No Due button is enabled. HR manager selects the No due option, then click on “Submit” Button. Employee checklist status is changed to “Completed” from “Pending” status.
Note: Employee can see the Checklist status in their login.
Document Approval:
Employee uploaded documents are displayed to HR in Document approval screen.
Note: If HR uploaded documents on behalf of an employee, then they are automatically approved. Those uploads need not be approved.
Documents can be viewed by clicking on “View” icon
HR can approve or reject the uploaded documents by clicking on Approve & Reject buttons accordingly.
After approval, employees will receive the Email regarding the approved documents.
If any document is rejected, Employee receives an email to Re-Upload the valid document.
Once Employee Re-Uploads the document, HR manager receives an email regarding the document upload of the employee.
Induction Program:
HR manager can create Induction program.
Click on the add button to create a new induction program.
The HR manager enters the required fields to create a new Induction Program.
Click on Submit button, new induction program will be added in the table.
HR assigns the employee to that induction program by using assign button
After clicking on assign button, all the employee list is displayed. HR selects employees required for that induction program.
Click on Submit button after selecting the employees.
Selected employees receive the Email regarding the Induction Program.
HR manager can edit and cancel the Induction Program. Employees will receive the Emails regarding updated and cancelled Induction Program.
Note: If an Employee selected to particular induction program, that induction program details will be displayed in Employee login and main dashboard.
Employee Reports:
HR Manager can check any information about employee
HR manager can select column names by using button
HR manager can select column names by using button
HR manager will get the reports, based on selection
HR manager can download the reports by clicking on button
Excel Upload:
HR Manager can also dump multiple employee's data through Excel upload
User click on Select File option and uploads Excel file
Uploaded excel file with employee's data is uploaded, and data is saved in employee directory
HR manager can also download the data by clicking on button
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