View/Manage Employee Details
To view the details of the employee:-
1. Go to Employee module > Employees menu > perform a search or advanced search by filling out all mandatory fields.
2. After the search operation, a list of employees or a particular employee will be displayed according to the requirements.
3. Click the "View" button in the action column on the list that appears on the screen.
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4. By clicking on the view button, it redirects to another page consisting of an employee's
* Personal details
* Family details
* Address details
* Qualification details
* Official details
* Documentation.
* Account details.
*Notes, Tasks, Custom field, Prior work experience.
You can click the on "update" button to enter the personal details, Address details, Official details ,Documentation ,Account details.
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- Personal details
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By clicking on "Personal details" you can view the employee's details.
- Family details
To add the family details of the employee, click on the "Add" button and fill in the necessary details and click on the "Save" button.
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You can view the family details after adding them, to update click on the "Update" action.
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- Nominee details
To add Nominee details, click on the "Add/Update" button.
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Select the Nominee(the list will be available only if family members were added)
Note: You can add multiple nominees by clicking on the (+) button.
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Enter the Nominee percentage and click on the "Save" button.
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To delete click on the "Delete Nominee Detail" button.
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- Address details
Initially, there are two types of address, permanent and communication address.
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To fill permanent and communication address, click the "Update" button and start filling in the details and click on the "Update" button.
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To add an address detail to a new address type other than the type specified above. click on the "Add" button, Under Address type, select the type.
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Fill in all necessary details and click on the "Save" button.
- Qualification details
To add the qualification details, click on the "Add" button.
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Fill in all the details and if you need to add more than one qualification, click on the (+) button. Click on the "Save" button to save the details.
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To update, click on the "Update" action and update the details.
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You can also have technical qualifications and add the details.
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- Official details
You can view the official details of the employee like DOJ, designation, etc.
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- Documentation
The documents needed to be submitted will be presented first. Scroll down to view the document received details.
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Click on the "Add" button which redirects to another page. Now change the status if needed and click on the "Save" button.
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To upload a profile, click on the "Update Profile" button and choose the file needed and click on the "Submit" button.
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To add an address/identity proof attachment, click on the "Add" button. Choose the file needed to be added and click on the "Save" button.
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To add qualification attachment, click on "Add" button which redirects to another page. Now, select the qualification and choose the files and click on the "save" button.
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- Account details
You can only view the details. To add account details, click on the Update action that appears at the top of the page.
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Now go to Account details section and fill in the details and click on Update.
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- Notes
To add notes, click on the "Add" button, now select the category of notes, add notes, and click on the "Save" button. Click on "save & add" to add another note.
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- Task
To assign the task, click on "Assign task".
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Then select the type of task and click on the "save" button.
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You can also view the task assigned, if it is marked as completed it will move to the completed task category.
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- Custom fields
Select the field, enter the details, and click on "save custom field".
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- Prior work experience
Click on the "Add" button to enter the details.
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Now fill in all the mandatory details, and click on the "Save" button. To add more than details click on (+).
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