Employee
Go to: HR → Employee
The Employee record is the center of HR. Almost every other screen — leave, attendance, payroll, lifecycle, performance — points to an employee.
Before creating employees, complete General Setup and HR Masters (departments, designations, branches, holiday lists, employee levels).
Create an employee
Open the form
Go to HR → Employee → New.
Fill Details
| Field | What it means |
|---|---|
| First / Last Name | Employee name |
| Email / Phone | Contact details |
| Employment Type | How they are engaged |
| Designation | Job title |
| Employee Level | Grade/band (must be allowed for the designation) |
| Department / Branch | Org placement |
| Reports To | Manager — drives the Organization Chart |
| Holiday List | Which holiday calendar applies |
| Joining Date | Start date |
| Is System User | Whether they can log into ERPX |
Complete Profile (optional but recommended)
NIC, address, date of birth, emergency contact, education, and experience.
Approve
Save as Draft, then Approve to set status Active. Active employees can be used in operations and for printable employee cards.
Status: Draft → Active → Terminated / Inactive
Employee Level must be allowed for the selected Designation. Base salary is not stored on the employee header — it comes from an approved Salary Structure Assignment.
Tabs you will use
| Tab | Purpose |
|---|---|
| Details | Core identity and org placement |
| Skills | Skills assigned to the employee, with proficiency (1–5) |
| Profile | Personal / demographic information |
| Documents | Uploaded files (ID copies, contracts, certificates, and so on) |
| Employee Card | Printable card (needs Active status) |
| Shift & Attendance | Related shift context |
| Salary | Linked salary structure assignment view |
| Joining | Join information |
| Exit | Leaving date, reason, and explanation |
| History | Job history changes |
Exit / leaving
When someone leaves, record Leaving Date, reason, and explanation on the employee (and run Employee Offboarding if you use checklists). Status can move to Terminated / Inactive.
Tips
- Set Reports To correctly — Organization Chart is built from this field.
- Assign Holiday List early so attendance and overtime stay accurate.
- After creating the employee, assign:
- Shift (Shift Assignment)
- Leave Policy Assignment
- Salary Structure Assignment