Employees
The Employees page is the central workspace for managing employee records in the Human Resources add-on.
It covers:
- Employee listing and search
- Filtering and bulk operations
- Full employee profile review
- Employee creation and updates
Employees Index Page
The Employees Index page displays all employees with key operational details such as assigned shifts, contact information, activation status, branch, and creation date.
Available Filters
| Filter | Description |
|---|---|
| Branch | Limits the listing to a specific branch. |
| Department | Filters employees by department. |
| Designation | Filters employees by designation (depends on selected department). |
| Shift | Filters employees by assigned shift. |
| From | Start date for employee creation date range. |
| To | End date for employee creation date range. |
Header Actions
- Create Employee: Opens the employee creation page.
Row Actions
- Show: Opens the full employee profile page.
- Edit: Opens employee edit form.
- Delete: Deletes the selected employee after confirmation.
Bulk Actions
- Delete: Deletes all selected employee records after confirmation.
Employee Show Page
The Show page provides a complete profile view with tabbed sections for operational history and HR records.
Overview Tab (Core Details)
The Overview tab includes all profile-level information:
- Personal details: gender, marital status, date of birth, ID number
- Contact details: email, phone, emergency contact, present/permanent addresses
- Employment details: hire date, employment type, manager, termination date, created/updated timestamps
- Bank details: bank name, branch name, account name, IBAN, SWIFT code
- Notes
- Shift assignments (with effective dates and working days)
Additional Tabs
Depending on permissions, the page also includes:
- Documents
- Salary Profiles
- Attendance
- Overtime Requests
- Leave Requests
- Leave Approvals
- Leave Balances
- Balance Transactions
- Payroll Analytics
- Payroll Payslips
Create Employee Page
The Create Employee page is used to register a new employee record.
Form Sections and Fields
1. Basic Information
- Profile Photo
- Branch
- Name (multi-language)
- Phone
- Emergency Contact
- ID Number
- Date of Birth
- Gender
- Marital Status
2. Employee Information
- Department
- Designation
- Manager
- Employment Type
- Hire Date
- Termination Date
- User (link employee to a system user account)
- Active
3. Shift Assignments
- Shift
- Effective From
- Effective To
- Working Days
- Add/remove multiple assignments
4. Address Information
- Present Address
- Permanent Address
5. Bank Information
- Bank Name
- Branch Name
- Account Name
- IBAN
- SWIFT Code
- Notes
Edit Employee Page
The Edit Employee page allows updating an existing employee record.
It uses the same structure and fields as the Create page, with existing data pre-filled.
Common Update Scenarios
- Changing department, designation, manager, or employment type
- Updating shift assignments and working days
- Updating contact/address/bank information
- Activating or deactivating the employee
- Replacing profile photo
Notes
- Field visibility may differ based on branch assignment and permission scope.
- Department/designation/shift options are loaded dynamically based on selected branch and department.
- Multi-language fields (such as name) must be filled per enabled locale as required by validation rules.