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Paypack Documentation
HR - Employee List
Overview
The Employee List Management feature provides a centralized platform for efficiently managing employee information within an organization. It encompasses various functionalities such as adding, updating, searching, sorting, filtering, and exporting employee data, streamlining HR processes and enhancing organizational efficiency.
Adding a New Employee
Form Inputs
To add a new employee, you will need to fill out a form with the following fields:
- fill up full forms or required fields
Steps to Add a New Employee
- Navigate to the ‘Add Employee’ page.
- Fill out the form with the required details.
- Click the ‘Submit’ button to save the new employee to the database.
- Upon successful submission, you will be redirected to the employee list view where you can see the new entry.
Viewing Employee Details
To view detailed information about an employee:
- Locate the Employee Card: Find the employee card in the list view.
- Click on the Employee Card: Clicking on the card will take you to the employee’s detail page.
- Review Employee Information: On the detail page, you will find comprehensive information about the employee, including their role, ID, and other relevant details.
List View
The list view displays a collection of employee cards, each containing:
- Profile Picture: A small image of the employee.
- Name: The full name of the employee.
- Role: The job title of the employee.
- ID: The unique employee ID number.
You can scroll through the list to see all the employees.
Filtering Employees
To filter the list of employees:
- Use the Filter Form: Fill in any of the fields in the filter form to narrow down the list.
- You can filter by employee, company, branch, department, shift, employee type, and gender.
- Apply the Filter: Click the “Filter” button to update the list based on your criteria.
- Clear the Filter: To remove all filters and view the complete list, click the “Clear” button.
Add New Employee
- Click on the “Add New Employee” button to open a form where you can input the details for a new employee.
Fill Out the Employee Adding Form
Instructions: Complete the form fields with the necessary employee information. Required fields are marked with an asterisk (*).
Form Fields Description:
Personal Information:
- First Name: Enter the employee’s first name here.
- Middle Name: If applicable, type the employee’s middle name.
- Last Name: Provide the employee’s last name or surname.
- Father’s Name: Input the name of the employee’s father, if available.
- Mother’s Name: Enter the name of the employee’s mother, if known.
- Date of Birth: Choose the employee’s date of birth from the calendar.
Contact Information:
- Personal Mobile: Enter the employee’s personal mobile number. (Required)
- Personal Email: Input the employee’s personal email address, if available.
- Current Country: Select the country where the employee currently resides. (Required)
- Current City: Choose the city where the employee currently resides. (Required)
- Current Zipcode: Enter the zipcode of the area where the employee currently resides.
- Current Address: Input the full address of the employee’s current residence.
Emergency Contact:
- Contact Name: Input the name of the emergency contact person.
- Contact Mobile: Enter the mobile number of the emergency contact person.
- Relation: Specify the relationship or connection between the employee and the emergency contact person.
Employment Information:
- Employee ID: Enter the unique identifier for the employee. (Required)
- Punch Card: Input the punch card details if applicable.
- Date of Joining: Select the date when the employee joined the company. (Required)
- Probation Period: Choose the duration of the probation period from the dropdown list.
- Employee Type: Select the type of employee from the dropdown list. (Required)
- Employment Type: Select the employment type from the dropdown list. (Required)
- Weekly Holiday: Select the day(s) of the week when the employee has a holiday.
- Report To: Select the person to whom the employee reports.
- OT Eligible: Choose whether the employee is eligible for overtime.
Work Information:
- Company: Select the company the employee is associated with. (Required)
- Branch: Select the branch where the employee works. (Required)
- Department: Select the department to which the employee belongs. (Required)
- Designation: Select the designation or job title of the employee. (Required)
- Shift: Select the working shift of the employee. (Required)
- Section: Select the section or division where the employee works.
- Floor: Select the floor of the building where the employee works.
- Leave Approver: Select the person responsible for approving leaves for the employee.
Form Submission:
Click On “Save” Button:
List View
The list view displays a collection of employee cards, each containing:
- Profile Picture: A small image of the employee.
- Name: The full name of the employee.
- Role: The job title of the employee.
- ID: The unique employee ID number.
You can scroll through the list to see all the employees.
Viewing Employee Details
To view detailed information about an employee:
- Locate the Employee Card: Find the employee card in the list view.
- Click on the Employee Card: Clicking on the card will take you to the employee’s detail page.
- Review Employee Information: On the detail page, you will find comprehensive information about the employee, including their role, ID, and other relevant details.
Next you will get this page
Filtering Employees
Steps to Filter Employees
- Go to the employee list view.
- Use the filter options provided (e.g., by city) to narrow down the list of employees.
- Enter the criteria in the filter input and click ‘Filter’.
- The list will update to show only the employees that match the specified criteria.
Security and Permissions
User Permissions:
- Access to the add, update, view, delete feature may be restricted based on user roles and permissions. Ensure that users have the necessary rights.
Data Security:
- Protect sensitive information by limiting access to authorized users only.
Troubleshooting
Validation Errors:
- Ensure that all required fields are filled out correctly to avoid validation errors when saving the changes.
Network Connectivity:
- If you encounter issues while updating information, verify that your network connection is stable and functioning properly.
Summary
The Update feature in the Action Menu provides a simple and efficient way to manage and maintain accurate company information within PayPack. By enabling users to make updates as needed, this feature ensures that the system remains aligned with the current state of your organization. Utilize the Update feature to keep your details up-to-date and relevant, supporting better decision-making and communication within your organization.
