The process to update employee details is as follows:
Navigation: Menu > Employees App > Listview > Select the Employee name > Edit (Pencil Icon)
If user wants to update the existing employee details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details
| Field Name | Description |
| First Name | System automatically shows employee’s first name by default, if user wants to change it, enter a new name in the field |
| Last Name | System automatically shows employee’s last name by default, if user wants to change it, enter a new name in the field |
| Gender | System automatically shows employee’s gender, if user wants to change it, select from the list |
| Manager | System automatically shows manager’s name by default, if user wants to change it, select a new reporting manager name from the list |
| Designation | By default system shows the existing designation as what he does in the company, if user wants to change it, select a new designation from the list |
| Series | System automatically takes Series as Employees |
| Is task tracking? | User can click on the toggle to enable task tracking for the employee. Toggle turns to green in color when user enables and red in color when disabled |
| Marital status | By default system shows the Marital status of the employee as single or married, if user wants to change it, select from the list |
| Contact Details | |
| Phone Type | By default system shows the existing Phone type of the employee, if user wants to change the type, select from the list as Mobile or Landline |
| Mobile no. | By default system shows the existing Phone number of the employee, if user wants to change the number, enter the Mobile number |
| Verify: User can click on verify and enter the OTP sent to the registered mobile number | |
| By default system shows the existing Mail Id of the employee, if user wants to change the Email, enter the Mail Id | |
| PAN | By default system shows the existing PAN number of the employee, if user wants to change the PAN number, enter a PAN number |
| Date of Birth | By default system shows the Date of birth of the employee, if user wants to change it, choose and set from the calendar |
| Date of Join | By default system shows the Joining date of the employee, if user wants to change it, choose and set from the calendar |
| Profile picture | By default system contains the Profile picture of the employee, if user wants to change it, select from the local storage and upload |
Apply all the required changes and click on Save.
The process to update Emergency Contact number and Sales Manager details in Details Widget is as follows:
Navigation: Menu > Employees App > Listview > Select the required Employee name > Details portlet > Employee details Widget > Edit (Pencil Icon)
By default system displays Employee details provided while creating a new Employee. If user wants to change Emergency Contact number click on the Edit option (Pencil Icon) at the top right corner of Employee details in Details portlet
Edit Emergency Contact
| Field name | Description |
| Edit Emergency Contact | By default system shows Emergency contact number of the Employee and if user wants to change it, enter a phone number in the field |
Sales Manager System automatically shows existing Sales Manager details and if user wants to update the Sales Manager details, user can click on Sales Manager name in Employee details widget and update the required changes.
The process to update Tag details is as follows:
Navigation: Menu > Employees App > Listview > Select the required customer name > Details Portlet > Tags Widget > Edit (+)
Employee Tags
User can click on “+” button in Tags Widget to add new LoB segment wise Tag & it shows the labels of LoB segments. User can select by clicking on the required LoB checkbox.
By default system displays LoB wise Tags details of the Employee and if user wants to update already existing LoB wise Tag of the Employee click on Edit (+) option at the top right corner of Tags widget and apply the details required
| Field name | Description |
| LoB | By default system shows LoB segment of the Employee and if user wants to change the existing LoB segment, click on the checkbox to select |
| Tags | By default system shows Tag name of the LoB and if user wants to change the LoB Tag manually, click on the Edit option(Pencil icon) and select a new Tag from the list |
Apply the required details and click on Save.
The process to add new Profile picture is as follows:
Navigation: Menu > Employees App > Listview > Select the required Employee name > Details Portlet > Profile Picture Widget > Edit (Pencil Icon)
System displays already existing Profile picture of the employee and if user wants to change the picture, click on Edit (Pencil icon) option at the top right corner of the Profile Picture widget.
User can click on Edit (Pencil icon) symbol and select image from the local storage and upload.
Apply the required details and click on Save.
The process to update Family members details is as follows:
Navigation: Menu > Employees App > Listview > Select the required Employee name > Details portlet > Family members Widget > Edit (Three dots)
User can click on “+” button in Family members widget to add a new Family members & it shows the labels of Family members details. Fill the required fields & Save.
By default system shows existing Family members details of the employee and if user wants to change the existing details, click on Edit(Three dots) option at the right corner of the Family members widget.
Edit Family members
| Field name | Description |
| Family member name | By default system shows the existing Family member name and if user wants to change the existing name, enter a new name |
| Marital Status | By default system shows the existing Marital status of the member and if user wants to change the existing status, select from the list |
| Relation type | By default system shows the existing Relation type with the employee and if user wants to change the existing relation, select from the list |
| By default system shows the existing Email Id and if user wants to change the existing mail, enter a new mail id of the family member | |
| Date of Birth | By default system shows the existing date of birth of the member and if user wants to change the existing D.O.B, choose from the calendar |
| Mobile Number | By default system shows the existing mobile number and if user wants to change the existing number, enter a new number of the member |
Apply the required details and click on Save.
The process to update documents is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Documents Widget > Edit (Pencil icon)
System displays already existing document details of the employee and if user wants to add new documents, click on Edit (Pencil icon) option at the top right corner of the Documents widget.
Upload Documents
User can click on Edit (Pencil icon) to upload files from local storage.
User can add employee documents like PAN, address proofs, Aadhar card, Voter Id. Choose and upload the image by clicking on Save.
The process to update employee assets is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Employee Assets Widget > Edit (Pencil icon)
System displays already existing asset details of the employee and if user wants to change or update asset details, click on Edit (Pencil icon) option at the top right corner of the Employee Assets Widget.
Employee Asset Assign
| Field name | Description |
| Asset | By default system shows the existing Asset name and if user wants to change the existing asset, select from the list |
| Is Assign | User can click on the Toggle to enable assigning of Asset to the employee. Toggle turns to green in color when user enables and red in color when disabled. |
| Assign | |
| Assign Date | By default system shows the existing date of Asset assign and if user wants to change the existing asset date, select from the calendar |
| Assign To | By default system takes existing employee name to whom the Asset is assigned to and if user wants to change the existing employee name, select from the list |
| Details | |
| Email Id | By default system shows the existing mail id of the employee to whom the Asset is assigned and if user wants to change the existing mail id, enter a new mail id |
| Phone | By default system shows the existing Phone number of the employee to whom the Asset is assigned and if user wants to change the existing number, enter a new phone number |
| Description | User can comment or enter description about the asset items |
Apply the details and click on Save.
The process to update employee shift details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Shift Widget > Edit (Pencil icon)
System displays already existing Shift details of the employee and if user wants to change or update shift details, click on Edit (Pencil icon) option at the top right corner of the Employee Shift Widget.
Employee Shift Assign
| Field name | Description |
| Shift | By default system shows the existing shift assigned to the employee and if user wants to change the existing shift, select from the list |
Apply the details and click on Save.
The process to update employee role is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Roles Widget > Edit (Pencil icon)
User can add Multiple Roles to the employee, by clicking on Add option. User can click on “+” button in Roles widget to add new roles & shows the labels. Fill the required fields & Save.
System displays already existing Role details of the employee and if user wants to change or update Roles, click on Edit (Pencil icon) option at the top right corner of the Roles Widget.
Edit Roles
| Field name | Description |
| Role name | By default system shows the existing employee’s role, if user wants to change the existing role, select a new role from the list |
Apply the details and click on Save.
The process to change the existing Followers details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details Portlet > Followers Widget > Edit
User can add Multiple Followers to the employee, by clicking on Add option. User can click on “+” button in Followers widget to add new Followers & shows the labels. Fill the required fields & Save.
By default system shows existing Followers name(s) of the employee and if user wants to change the details, click on Edit(Three dots) at the top right corner of the Followers widget.
Add Followers
| Field name | Description |
| Follower name | By default system shows the existing Followers’ name, if user wants to change the existing followers name, select from the list |
Apply the details and click on Save.
The process to update branch details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Branch Widget > Edit (Pencil icon)
User can add Multiple Branches to the employee, by clicking on Add option. User can click on “+” button in Branch widget to add new Branch & shows the labels. Fill the required fields & Save.
System displays already existing Branch details of the employee and if user wants to change or update Branch details, click on Edit (Pencil icon) option at the top right corner of the Branch Widget.
Add Branch
| Field name | Description |
| Branch name | By default system shows the existing employee’s Branch, if user wants to change the existing Branch, select a new Branch from the list |
Apply the details and click on Save.
The process to update employee leverage details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Leverage Widget > Edit (Pencil icon)
System displays already existing Leverage details of the employee and if user wants to change or update Leverage details, click on Edit (Pencil icon) option at the top right corner of the Leverage Widget.
Update Leverage
| Field name | Description |
| LoB | By default system shows the existing LoB segment of the employee and if user wants to change the existing LoB, select from the list |
| Percentage | By default system shows the existing Leverage Percentage of the employee and if user wants to change it, enter leverage percentage |
Apply the details and click on Save.
The process to update Manager Followers details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Manager Followers Widget > Edit (Pencil icon)
User can add Multiple Managers to the employee, by clicking on Add option. User can click on “+” button in Manager Followers widget to add new Manager & shows the labels. Fill the required fields & Save.
System displays already existing Manager Followers details of the employee and if user wants to change or update Manager Followers details, click on Edit (Pencil icon) option at the top right corner of the Manager Followers Widget.
Add Manager Follower
| Field name | Description |
| Manager name | By default system shows the existing employee’s manager follower name, if user wants to change the it, select a new Manager Follower name from the list |
Apply the details and click on Save.
The process to update CIN details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Details portlet > Update CIN Widget > Edit (Pencil icon)
System displays already existing CIN code of the employee and if user wants to change or update CIN code, click on Edit (Pencil icon) option at the top right corner of the Update CIN code Widget.
Edit CIN
| Field name | Description |
| Code | By default system shows the existing employee’s CIN code, if user wants to change the Code, enter a new CIN code |
Apply the details and click on Save.
Updates in Contacts Portlet
The process to update the address is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts Portlet > Address Widget > Edit (Three dots)
User can click on “+” button in Address widget to add new address & shows the labels of address details. User can add Multiple addresses if the locations are different. Address can also be updated if it was overlooked while employee creation process.
Edit Address
| Field name | Description |
| Address name | By default system shows the existing address name and if user wants to change the existing address name, enter a new address name |
| Pin code | By default system shows the existing Pin code of the address and if user wants to change the Pin code, enter the new Pin code of the address |
| Address line 1 | By default system shows the existing address line 1 details and if user wants to change the existing address line 1, enter the address line 1 details |
| Address line 2 | By default system shows the existing address line 2 details and if user wants to change the existing address line 2, enter a new address line 2 details |
| City | By default system shows the existing city name and if user wants to change the city name, select a city name from the list |
| Landmark | System automatically shows existing landmark and if user wants to change the landmark, enter a new landmark name |
| Capture GPS coordinates | User can click on the Circle box to enable the permission of GPS coordinates. |
Apply all the details and click on Save.
The process to change the existing Geo Tagging details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts Portlet > Address Widget > Geo Tagging Widget > Edit(Three dots)
User can click on the Edit option (Three dots) to the right of Address Widget in Contacts Portlet and select by clicking on Geo Tagging option. This feature allows user to add location of the employee by saving GPS location, enabling the user to track the employee’s location easily. If user wants to enable Geo tagging feature, click on Save and it reflects in the Address Widget.
The process to change the existing Employee Payment method is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts Portlet > Employee Payment Widget > Edit (Pencil icon)
System displays already existing Employee Payment method for the employee and if user wants to change or update Payment method, click on Edit (Pencil icon) option at the top right corner of the Employee Payment method Widget.
Employee Payment Method
| Field name | Description |
| How would you like to pay this employee | By default system shows the existing Payment method and if user wants to change the Payment method, select a payment type from the list |
Apply all the details and click on Save.
The process to change the existing Employee Bank details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts Portlet > Employee Bank details Widget > Edit (Pencil icon)
System displays already existing Employee Bank details of the employee and if user wants to change or update Bank details, click on Edit (Pencil icon) option at the top right corner of the Employee Bank details Widget.
Employee Bank details
| Field name | Description |
| Account Holder name | By default system shows the existing Account Holder Name and if user wants to change the name, select from the list |
| Bank name | By default system shows the existing Bank name and if user wants to change the Bank name, enter the bank name |
| Branch name | By default system shows the existing Bank Branch name and if user wants to change the branch name, enter the branch name |
| Account number | By default system shows the existing Account number and if user wants to change the Account number, enter the account number in the field |
| Confirm Account no. | Re-enter the account number in the field to confirm |
| IFSC code | By default system shows the existing IFSC code and if user wants to change the IFSC code, enter a new IFSC code in the field |
| Account type | By default system shows the existing Account type and if user wants to change the Account type, select the required account type from the list |
Apply all the details and click on Save.
The process to change Phone Number details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts portlet > Phone Number Widget > Edit (Three dots)
User can click on “+” button in Phone Number Widget to add new Phone Number & shows the labels of Phone Number details. Fill the required fields & Save.
By default system shows existing Phone Number details of the employee and if user wants to change Phone Number details, click on Edit option at the right corner of the Phone Number Widget.
Edit Phone Number
| Field name | Description |
| Number type | By default system shows the existing Phone number type and if user wants to change number type, select the number type like Personal, Office, Home, Others. |
| Phone type | By default system shows the existing Phone type and if user wants to change phone type, select the phone type as landline or mobile |
| Mobile no | By default system shows the existing Phone number and if user wants to change number, enter the Mobile number |
Click on Save to phone details are added.
The process to change existing Email details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts portlet > Email Widget > Edit (Three dots)
User can click on “+” button in Email widget to add new Email & shows the labels of Email details. Fill the required fields & Save.
By default system shows existing Email Id of the employee and if user wants to change it, click on Edit option at the right corner of the Email Id widget.
Update Email
| Field name | Description |
| Email type | By default system shows the existing Email type and if user wants to change mail type, select the mail type as Work or Personal |
| By default system shows the existing Email and if user wants to change mail, enter the new mail id details |
Click on Save and Email details are added.
The process to change existing URL details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Contacts portlet > URL Widget > Edit (Three dots)
User can click on “+” button in URL widget to add new URL & shows the labels of URL details. Fill the required fields & Save.
By default system shows existing URL of the employee and if user wants to change existing details, click on Edit(Three dots) option at the right corner of the URL widget.
Update URL
| Field name | Description |
| URL type | By default system shows the existing URL type and if user wants to change the URL type, select from the list of Custom, Facebook, Google, or Twitter |
| URL | By default system shows the existing URL and if user wants to change it, enter the new URL of the employee |
Click on Save and URL details are added.
Updates in Access Control Portlet
Edit GPS Enable
The process to change existing GPS details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Access Control Portlet > GPS Enable Widget > Edit (Three dots)
System displays already existing GPS details for the employee and if user wants to change or update the details, click on Edit (Pencil icon) option at the top right corner of the GPS Enable Widget.
| Field name | Description |
| Status | System displays the existing GPS track status of the employee and if user wants to change the status, select from the list |
Apply the required changes and click on Save.
Updates in Pay Roll Portlet
The process to change existing EPF details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Pay Roll Portlet > EPF Widget > Edit (Three dots)
System displays already existing EPF details of the employee and if user wants to change or update the details, click on Edit (Pencil icon) option at the top right corner of the EPF Widget.
Edit Employee Provident Fund
| Field name | Description |
| EPF Enable | System displays the existing EPF status of the employee and if user wants to change the status, click on the Toggle. Toggle turns to green in color when enabled and in red color when disabled |
| EPF details | |
| PF account number | System displays the existing PF account number of the employee and if user wants to change it, enter a valid PF number |
| UAN Number | System displays the existing UAN number of the employee and if user wants to change it, enter a valid UAN number |
Apply the required changes and click on Save.
The process to change existing Professional Tax details is as follows:
Navigation: Menu > Employees App > Listview > Select the required employee name > Pay Roll Portlet > Professional Tax Widget > Edit (Plus symbol)
System displays already existing Professional Tax details of the employee and if user wants to change or update the details, click on Edit(+) (Plus symbol) option at the top right corner of the Professional Tax Widget.
Edit Professional Tax Enabled
| Field name | Description |
| Professional Tax Enable? | System displays the existing Professional Tax status of the employee and if user wants to change the status, click on the Toggle. Toggle turns to green in color when enabled and in red color when disabled |
Apply the required changes and click on Save.