Employees
Employee Management
Overview
Employee management is a crucial feature in our accounting software, enabling businesses to effectively manage their employees' information, time management, and payroll. This feature allows administrators to track employee details, manage time sheets, and monitor leave days.
Who uses it: HR personnel, managers, and accountants use employee management to track employee information and manage payroll.
When to use it: Use employee management to track employee information, manage time sheets, and monitor leave days.
Navigation Path
To access employee management, follow these steps:
- Log in to your accounting software.
- Navigate to the main menu.
- Click on "Employees".
Field Descriptions
Employee Information
The following fields are associated with employee information:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| First Name | Employee's first name | Text | - |
| Last Name | Employee's last name | Text | - |
| Date of Birth | Employee's date of birth | Date | - |
| Employee's email address | - | ||
| Phone | Employee's phone number | Phone number | - |
| Gender | Employee's gender | Male, Female | - |
| Social Security Number | Employee's social security number | Text | - |
| ID Number | Employee's ID number | Text | - |
| Address | Employee's address | Text | - |
Payroll and Time Sheets
The following fields are associated with payroll and time sheets:
| Field Name | Purpose | Expected Values | Defaults |
|---|---|---|---|
| Pay Grade | Employee's pay grade | Pay grade name | - |
| Uses Time Sheet | Whether the employee uses a time sheet | Yes/No | No |
| PIN | Employee's PIN | Number | 1000 |
Actions & Buttons
The following actions and buttons are available in employee management:
- Create Employee ✍️: Creates a new employee.
- Edit Employee ✏️: Edits an existing employee's information.
- Delete Employee ❌: Deletes an employee.
Examples / Usage Notes
For example, let's say you want to create a new employee:
- Navigate to the employee management page.
- Click on "Create Employee".
- Enter the employee's information, such as first name, last name, date of birth, email, and phone number.
- Select the employee's pay grade and set up their time sheet settings.