Employees

The employees module has been updated from using Employee Items to Employee Details to provide better control over salaries, allowances, deductions, etc

Find Employees

From the menu Employees  , select this option to create a new employee or update an existing one.

Search Employees Accounts

 

• Select the Search Field to choose the information you want to search for, such as Account ID, Name, Email, or Tax Number.
• Choose the Search Method:
  • Equal: If you want the exact same value
  • Start With: If the text starts with a specific letter or number
  • Contains: If the text includes specific words or numbers
  • Not Contains: If the text does not include specific words or numbers
• Enter the word or number you want to search for in the Query field.
• Select the Disabled option to filter records by their active or inactive status  
• Select GID to search or filter records based on the associated GID value
• Select the Order Field if you want to sort the results, for example by Account ID.
• Choose the Order Type:
  • Ascending: From smallest to largest
  • Descending: From largest to smallest
• Select how many results you want to display on each page in the Per-Page field.
• Select the Date Field to specify which date attribute will be used when filtering the search results
• Select the Search Condition to define how the selected date will be compared with the chosen Date Field
• Select the Date to filter records based on the chosen Date Field and Search Condition
• Click Submit to show the results.
• Click Reset to clear all filters.
• Click Add  to Add Employee

ADD EMPLOYEES

• Enter the employee's Full Name in the Full Name field.

• Enter the employee's Email Address in the Email field.

• Enter the employee's Business Phone Number in the Business Phone field.

• Enter the employee's Tax Number in the Tax Number field.

• Select the employee's preferred language from the Language dropdown list.

• Select the employee's nationality from the Nationality dropdown list.

• Enter the employee's address in the Address field.

• Enter the employee's banking information in the Bank Details field.

• Enter the employee's personal email address in the Personal Email field.

• Enter the employee's personal phone number in the Personal Phone field.

• Click Add to create and save the employee record.

• Click Close to exit the window without adding a new employee.

EDIT EMPLOYEES

• Click Edit to update the employee's information

Accounts

• Update the employee's Email Address in the Email field if any changes are required

 

Employee

 

• Enter the employee's Position in the Position field.
• Enter the employee's Manager in the Manager field.
• Enter the employee's Department in the Department field.
• Enter the employee's Hire Date in the Hire Date field.
• Enter the employee's Base Salary in the Base Salary field.
• Enter the employee's Transportation Allowance in the Transportation field.
• Enter the employee's Housing Allowance in the Housing field.
• Enter the employee's Food Allowance in the Food field.
• Enter the number of Children in the Children field.
• Select the employee's Salary Period Type from the Salary Period Type dropdown list.
• Enter the employee's Work Days in the Work Days field.
• Enter the employee's Work Hours in the Work Hours field.
• Enter the employee's First Day in the First Day field.
• Enter the employee's Last Day in the Last Day field.
• Enter the employee's Resign Date in the Resign Date field (if applicable).
• Enter the employee's Petty Cash amount in the Petty Cash field.
• Enter the employee's Petty Cash Limit in the Petty Cash Limit field.
• Enter the employee's Income Tax amount in the Income TAX field.
• Enter the employee's Social Security (Employee Share) in the Social Security Employee field.
• Enter the employee's Social Security (Employer Share) in the Social Security Employer field.

 

 

Attachments

 

• Click Add Attachments to upload and attach supporting documents related to the employee record.
• Click Delete to remove the selected attachment or record permanently from the system.