Overview
| Field name | Description |
| Cheque count | This widget shows the count of Cheques payment collected for all customers assigned under Employee Id. |
| Cash count | This widget shows the count of Cash payment collected for all customers assigned under Employee Id. |
| Other Payment count | This widget shows the count of Other payments (NEFT, RTGS, Card etc.) collected for all customers assigned under Employee Id. |
This section contains the basic details of the employee like contact details, roles, Tags and details of the family members.
Details
| Code | Displays an Employee code when registered with the Email |
| Phone | Mobile number of the employee |
| Manager | Name of the manager associated with the employee |
| Date of Birth | Displays the date of birth of an employee from the calendar |
| Email Id assigned while creating employee is displayed | |
| PAN | PAN number of the employee is displayed |
| Date of joining | Displays the joining date of an employee is displayed |
| Designation | The designation of the employee is displayed |
| Emergency contact | Displays an alternate contact number in case of any emergency |
Tags
Tag enables grouping of different entities within a system (for example Zone wise grouping of customers) which can be defined by each organization based on the analytic reports they required.
User can click on Create (+) and select by clicking on checkbox against LoBs and tags.
Profile Picture
This section contains the Profile Picture and Employee name
Add Photo URL
| Image | Click on Choose Image to upload employee’s image from local storage, then click on Save |
Family Members
This section contains employee’s family details
| Field name | Description |
| Family member name | Name of the family member is displayed |
| Marital Status | Marital status of the person added |
| Relation type | Relation between employee and person added |
| Enter email id of the person is displayed | |
| Date of Birth | Date of birth of the person is displayed |
| Mobile Number | Mobile number of the person |
Employee’s family details can be added in this section. User can click on Create (+) and enter the required details
Create Family Members
| Field name | Description |
| Family member name | Enter name of the family member |
| Martial Status | Select whether the person added is married or not |
| Relation type | Select the relation between employee and person added |
| Enter email id of the person | |
| Date of Birth | Select date of birth of the person from calendar |
| Mobile Number | Enter mobile number of the person |
Documents
| Field name | Description |
| File | Displays file/document name is displayed |
| Type | Document type/format is displayed whether it is JPEG, PNG or any other |
| Preview | User can click on Preview to to view the document |
| Download | User can download the employee document |
User can click on Add (Pencil Icon) to upload documents from the local storage
Employee Assets
Assets are the company’s valuable item owned by a company or an employee. Business assets span many categories. They can be physical, tangible goods, such as vehicles, and etc.
Click on Create Employee Asset (+) and enter the details about the assets
Create Employee Asset
| Item name | Select name of the asset from the list |
| Serial number | Enter serial number or any code associated with the item for quick identification |
| Assign Date | Select assigned date of the item provided from the calender |
| Return date | Select return date of the asset from the calender |
| Description | Enter any description about the asset items |
Shift
This sections contains shift time details assigned to the employee
| Field name | Description |
| Name | Shift name for the employee is displayed like Day shift or night shift |
| From time | Start time of the shift |
| To time | End time of the shift |
User can click on Create(+) to assign a shift for the employee
| Employee shift assign | |
| Shift | Select shift name from the list as Day shift or Night shift |
Apply the details and click on Save
Roles
A Role refers to a job role. It is the position and the job title a team member or an employee holds. In this section specific roles are given to the followers, and also followers can be added in this section.
Click on Add Roles and create a Role to the employee
This section contains roles associated to the employees and allows user to delete or edit changes.
Plus (+) : Assign or Create Role for the employee.
Followers
Followers represents as point of contact in the absence of actual salesperson.
Employees added in Followers can view all the data of assigned customers for that particular Employee.
User can Add followers by clicking on Plus (+) and select the follower names for the employee
Branch
Businesses can have multiple branches at various locations. Users can assign multiple branches for employees so that they can Manage Operations & overseas day-to-day data within that Branch allotted.
This section contains the city name or location, the company’s branch is located.
Plus (+) : User can Add a branch by clicking on Create(+) option
Leverage
It refers to a resource given for the employee to maximize the potential benefits and achieve desired outcomes of the Organization. User can set the Employee Leverage in terms of Percent so that it can be applicable for customers in Sales Process.
Plus (+) : Create leverage to the employee.
Manager Followers
Employees added in manager followers can view the data irrespective of assigned manager for the employee based on the Role Hierarchy.
Click on Create Manager Followers (+) option and select Manager name from the list
Update CIN
This section contains CIN code of the employee or organization. CIN – Corporate Identification Number, is a code issued by the Registrar of Companies for all companies registered in India. It is a unique identification number provided at the time of registration certificate.
User can update CIN code of the employee by clicking on the Add option (pencil icon)
Contacts
This section contains the contact address details of the employee.
Address
This section contains the address details of the employee.
User can Click on Create(+) to add address details of the Employee
| Address Details | |
| Field name | Description |
| Address name | Enter a quick identification name for the address |
| Pin code | Enter the pin code of the address. Pin code, also known as Postal Index Number (PIN), is a unique code consisting of six digits that is used in India to identify specific geographic regions. |
| Address line 1 | Enter the details of the address line 1 |
| Address line 2 | Enter the details of the address line 2 |
| City name | Select the city name from the list of the address |
| Landmark | Enter the landmark for the address to quickly identify |
| Capture GPS coordinates | Click on the checkbox to select to allow the capture of GPS coordinates. By using GEO tagging feature, the users can capture the exact location of the salesperson or employee |
| DOCUMENTS | User can click on Create and add documents or files of the employee. |
Click on SAVE and the address details are added.
Employee payment method
| Field name | Description |
| Payment method | Displays payment method allotted to the employee. User can edit employee payment method by clicking on Edit option(Pencil Icon) |
| Add employee payment method | |
| How would you like to pay this employee? | Select Payment method from the options of Cheque or Deposit by clicking on the circle box and click on Save to apply the changes |
Employee Bank details
This section contains information about the employee’s bank for transactions
| Field name | Description |
| Bank name | Name of the employee’s bank account |
| IFSC code | IFSC code of the bank provided |
| Branch name | Branch name of the bank location |
| Account type | Employee’s bank account type is displayed whether savings or current account |
| Account number | Account number of the bank account |
User can click on Create(+) to add or edit bank account details
Add Employee Bank details
Note: All the star(*) marked fields are mandatory!
| Field name | Description |
| Acc holder name | Account holder name of the bank account |
| Bank name | Enter the name of the employee’s bank account |
| Branch name | Enter the branch name where the bank is located |
| Account number | Enter the account number of the bank account |
| Confirm account number | Re-enter the account number to ensure free from errors |
| IFSC code | Enter the iFSC code of the bank account |
| Account type | Select employee’s bank account type whether savings or current account by clicking on the circle box and click on Save to apply the changes |
Phone Number
This section contains the contact phone number of the employee
User can click on Create to add Phone number, type of phone number and verify the registered phone number of the employee.
Add Phone Number
| Field name | Description |
| Number type | Select the Number Type like Personal, Office, Home, Others. |
| Phone type | Select type of phone from the list like landline or mobile |
| Mobile no | Enter phone number of the employee |
Click on Save to phone details are added.
Email ID
This section consists of email details of the employee. Users can click on Create to add Email ID of the customer and type of Email (work or Personal)
| Field name | Description |
| Email type | Select type of email of the employee like Work or Personal |
| Enter email address of the employee |
Click on Save and Email details are added.
URL
This section contains URL link of the employee. Users can click on Create to add the URL and type of URL of the employee.
| Field name | Description |
| URL type | Enter the URL Type of the employee |
| URL | Enter URL of the employee |
ACCESS CONTROL
Click on Create login and register with the Email address provided
| Field name | Description |
| User Login | The widget provides the details of login access status |
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GPS enable
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The widget shows the details of GPS access. User can Enable or disable the GPS Access. By using GEO tagging feature, the users can capture the exact location of the employee by enabling Capture this location checkbox. |
Pay
Employee Provident Fund
| Field name | Description |
| Provident fund no | Employee’s provident fund number is displayed. It is an account number allotted to the employees which can be used to check the status of EPF and available balance in the account |
| UAN number | Universal Account Number or UAN is a 12-digit identification number, which both employee and your employer are assigned, under which both can contribute to the EPF |
Create Employee Provident Fund
| Field name | Description |
| Enable EPF | User can click on the toggle to enable employee’s EPF. Toggle turns to green in color when user enables and enter EPF details |
| EPF details | |
| PF account no. | Enter Employee’s PF account number |
| UAN number | Enter employee’s UAN number |
Apply all the details and click on “Save”
Employee State Insurance
An Act to provide for certain benefits to employees in case of sickness, maternity and ‘employment injury ’ and to make provision for certain other matters in relation thereto.
| Field name | Description |
| ESI number | Displays Employee’s State Insurance number. The main objective of the ESI is to provide financial and medical assistance to beneficiaries during periods of inability like sickness, injury due to employment or maternity |
| Create Employee State Insurance | |
| Enable ESI | User can click on the toggle to enable employee’s ESI. Toggle turns to green in colour when user enables and enter ESI details |
| ESI number | Enter Employee’s State Insurance account number |
Apply the required details and click on “Save”
Labour Welfare Fund
Labour welfare is an aid in the form of money or necessities for those in need. It provides facilities to labourer in order to improve their working conditions, provide social security, and raise their standard of living.
| Field name | Description |
| Labour welfare fund | Displays Labour welfare fund account number. Labour welfare is an aid in the form of money or necessities for those in need. It provides facilities to labourer in order to improve their working conditions, provide social security, and raise their standard of living. |
| Create Labour Welfare Fund | |
| Enable LWF | User can click on the Toggle to enable LWF for an employee. Toggle turns to green in colour when user enables. |
Apply all the details and click on “Save”
Professional Tax
Professional tax is a tax that is levied by the state government and applies to income an employee earns through employment.
| Field name | Description |
| Professional tax | Displays employee’s professional tax amount. Professional tax is a tax that is levied by the state government and applies to income an employee earns through employment. |
| Create Professional Tax | |
| Enable Professional Tax | User can click on the Toggle to enable Professional tax for an employee. Toggle turns to green in colour when user enables. |
Create Employee Salary Details
| Field name | Description |
| Salary Template | Select salary template for an employee from the list. |
| Annual CTC | Enter annual CTC of the employee. Cost to company (CTC) is a term for the total salary package of an employee. |
| Salary Sub types | |
| Earnings | |
| Revise Salary |
Leave
This section contains details about leaves and leave balances of the employee
| Field name | Description |
| Leave applications | Displays number of leave applications of an employee |
| Leave balances | Displays number of remaining leaves available for an employee |
Manual leave balance
This section contains details about leave type and available leaves of the employee
| Field name | Description |
| Leave type | Displays leave type like casual leave, sick leave or privilege leave |
| Available leaves | Displays number of available leaves for the employee |
| Reason | Displays employees reason for leave |
User can also edit or create leave balance manually by clicking on Create(+)
Create Manual leave balance
| Field name | Description |
| Leave type | Select a leave type to apply from the list |
| Date | System automatically loads date or user can Select date from the calendar |
| Existing balance | Displays number of available leaves for the employee |
| New balance | Enter new leave balance for the employee in number of days |
| Reason | Enter reason for the leave |
Apply the details and click on Save
Activity
| Field name | Description |
| Comments | User can write short notes or comments about the employee |
| Audit | |
| Created Date | Date when the employee is created |
| Created By | User’s name who created the employee |
| Last updated date | Last stage changed of the employee |
| Last Updated by | User’s name who last updated the stage |
| Status | Displays current status of the employee |
| Time-Line | This widget tracks all the activities within the app |