The Employees module in Office-X helps you manage your staff efficiently. Adding a new employee is simple—just follow these 5 steps.
Step 1: Employment Info #
Enter basic details and assign organizational attributes:
- Basic Details: Name, Employee ID, Contact, Email, etc.
- Department & Designation: Assign from options created in Admin → Department / Designation.
- Pay Type & Employment Status: Choose from predefined options, Admin → Pay Type & Employment Status.
Overtime & Lieu Leave Options: #
- Eligible for Overtime: Select if this employee can receive overtime pay. Two additional fields will appear:
- Overtime Hourly Rate
- Daily Overtime Threshold (hours)—e.g., if set to 8 hours, work beyond 8 hours counts as overtime.
- Eligible for Lieu Leave: Select if extra hours can be saved as leave for later use. If not selected, these rules won’t apply.
Shift Worker: #
- Check this box if the employee has no fixed work shift.
- If checked, shifts are managed through the Work Shift module.
- If not checked, set the employee’s work hours directly in the employee table (e.g., 9 AM–6 PM) with customizable break hours.
Benefits & Leaves: #
- Assign applicable benefits and leave policies based on your company’s rules.
Step 2: Personal Info #
- Upload Profile Photo
- Select Gender
- Provide Emergency Contact Info and other necessary information.
Step 3: Present Address #
- Address Line 1 & 2
- Country, State, City
- Post Office, Postal Code and other necessary information.
Step 4: Permanent Address #
- Enter permanent address
- Option to copy from Present Address for convenience and other necessary information.
Step 5: Bank Details (Optional) #
- Bank Name & Branch
- Account Number & Account Holder Name
- Bank Routing Number
- TIN / SSN / SIN and other necessary information.
Submit #
Click Submit, and BOOM—the employee is successfully added!
