Employees¶

An employee folder is used to create records of the employees on organization’s payroll.

Creating an employee¶

To create an employee please follow the steps below

The following fields are mandatory and you’re requested to fill at least the following in order to successfully create an employee record.

Login Name: This is a part of login credentials that are required for the user to login. You are requested to fill in the user name you want to set for the employee.

Employement Details

Employee Code : Please fill in the applicant’s code as per your organization’s policy.
Employee Type: Please select whether the employee is a daily wager or a regular employee
Designation: Please select the designation of the employee. Please note that this list is based upon the Products that were created.
Grade: Please select the grade of the employee. The available options Skilled, Un-skilled, Semi-Skilled and Highly-Skilled.
Date of Joining: Essential if we are filling the records of existing employees. Please select their date of joining using the calendar view. For new employees, the date on which the record is approved is considered as its date of joining.
Aadhar No.: Aadhar number of the employee for whom the record is being created. Please note that Saralweb follows all the mandatory guidelines for saving the Aadhar number of an employee.

Personal Details

Employee Name: Please fill in the applicant’s name in this field.
Gender: Please select the applicant’s gender from the dropdown menu.
Birth Date: Kindly fill in the applicant’s birthdate using the calendar view.
Nationality: It refers to the country the applicant belongs to, kindly select the country from the drop down menu.
Father/Husband Name: Please fill in the applicant’s father name or husband’s name.
Relationship with member: Relationship of the applicant with the person whose name has been filled in Father/Husband’s name section.
Martial Status: Please select the martial Status of the applicant from the drop down list.

Contact Details

Mobile: Fill in the applicant’s mobile number. This mobile number may be used for communications done through Saralweb.
Address1: Fill in the current address of applicant. Please use Address2 as second field to fill in the complete address.
City: Kindly fill in the city of residence of applicant.
State/Union Territory: Select the state of applicant’s residence using the drop down menu.

Bank Details

Nominee Name: Name of the nominee who would get the dues in case of a mis-happening.

Academic Details

Qualification: Please select the applicant’s highest qualification using the drop down menu.

A record needs to be approved for it to be used as an employee. To approve the employee record, please follow the steps below

Go to Employees Folder, in HRM container.
All the employee records will be listed on your screen.
Select the employee record, you want to approve and click on it.
A Employees Edit window will pop up.
Click on “Actions” and select “Approve Applicant”.
Once the record has been approved, its status changes from applied to approved and you will notice that all the options under “Action” will be replaced by “Delete”.
Click on Save.

You can bulk upload employees’ data for mass recruitment. In order to bulk upload, please follow the steps below

Go to Employees Folder, in HRM container.
Click on Actions, select “Download Template”.
Fill in the recruitment data according to the column headings. Please note that the fields with “*” mark are mandatory.
Save the file in .xlsx format on your system.
In Employees folder, click on Actions and select “Upload Data”.
Upload Data details window will pop up on your screen. Click on “Upload Spreadsheet”.
Select the .xlsx file that you had saved earlier.
Click on Upload