Table Of Contents

HR manager Main Dashboard
Adding New Hire
User Login
Onboarding Pending Checklist
Document Approval
Induction Program
Employee Reports
Excel Upload

Employee Management

Login with HR manager to Add an Employee :

  • 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.

Employee Directory:

  • 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 adds the Personal Information of employees in the above screen after clicking on Employee Directory
  • HR manager adds Work Information to the new employee. In this Work Information, HR Manager can add details like Official Email, select Employment Type, assign Employee Role, assign Employee working location, select Employee Designation, Employee Department, assign Employee reporting manager)
  • HR Manager can update employee's role if there are any changes
  • HR Manager can also update Reporting Manager for any employee
  • Along with Work information, HR manager adds Personal Contact Information of Employee includes Residence Address, Country, State, City, Pin Code
  • Also HR Manager can add Family Details of employee which includes Name, Contact Number, Gender, Relationship,Status and click on Add button
  • Click on Save button after adding all the mandatory fields
  • HR Manager can also add Contract/Promotions, Bank Details, Work Experience, Education, Documents Upload
  • 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/updates the information by using Edit button
  • HR Manager can edit the information which includes Personal Information, Work Information, Personal Contact Information by clicking on “Edit” button
  • 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 image
  • 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 imagebutton 

  • HR manager can select column names by using imagebutton 

  • HR manager will get the reports, based on selection

  • HR manager can download the reports by clicking on imagebutton 

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 imagebutton 

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