Employee
Before adding employees, set up the supporting records they depend on: departments, designations, and branches.
1. Add Department
Go to: HR → Employee → Department
Departments organize employees into functional units such as Sales, Finance, Operations, or HR.
Open Department Form
Navigate to HR → Employee → Department and click New.
Enter Department Name
Enter the name of the department (e.g., Human Resources, Finance, Operations).
Save
Click Save. The department is now available when creating employee records.
Create all required departments before adding employees so each employee can be assigned to the correct department from the start.
2. Add Designation
Go to: HR → Employee → Designation
Designations define the job roles or positions of employees, such as Manager, Officer, Executive, or Assistant.
Open Designation Form
Navigate to HR → Employee → Designation and click New.
Enter Designation Name
Enter the role title (e.g., Senior Manager, Sales Executive, HR Officer).
Save
Click Save. The designation is now available when creating employee records.
3. Add Branch
Go to: HR → Employee → Branch
Branches represent the physical locations where employees work — the main office or any other location.
Open Branch Form
Navigate to HR → Employee → Branch and click New.
Enter Branch Details
| Field | Description |
|---|---|
| Branch Name | Name of the location (e.g., Head Office) |
| Address | Physical address of the branch |
Save
Click Save. The branch is now available when creating employee records.
Branches can also be created through the organization address setup depending on your system configuration.
4. Add Employees
Go to: HR → Employee → Employee Detail
Once departments, designations, and branches are configured, you can add employee records.
Open Employee Detail Form
Navigate to HR → Employee → Employee Detail and click New.
Fill in Employee Information
| Section | Fields |
|---|---|
| Personal | Full name, date of birth, gender, contact number, personal email |
| Employment | Department, designation, branch, joining date, employment type |
| Reporting | Reports to (manager) |
| Identity | CNIC / national ID, passport number |
| Bank Details | Bank name, account number (used for payroll) |
Save
Click Save. The employee record is created and is now available across all HR sub-modules.
To edit multiple employees at once use the Bulk Edit feature. To add multiple employees at once, use the CSV Import feature.
5. Organization Chart
Go to: HR → Employee → Organization Chart
The organization chart provides a visual representation of the reporting hierarchy within your company. It is automatically generated based on the Reports To field on each employee record.
Ensure each employee has the correct Reports To field set to get an accurate organizational chart.
6. Employee Groups
Go to: HR → Employee → Employee Group
Employee groups allow you to categorize employees for easier bulk operations — such as bulk shift assignment, bulk leave policy assignment, or filtered reporting.